观点新型冠状病毒

Covid’s winners: a blip, or the new normal?
“新冠赢家”是预支了需求,还是将保持长盛?

Ssshhh, revenue estimates are telling us something.
对于这个问题,我们不仅要看这些股票今年出现的下跌行情,还要看分析师们对它们2022年营收的预测发生了什么变化。

Everyone knows about the companies that won from the pandemic, and vice versa. While at one end you had ruinous sell offs in travel, industrials and energy, the flip side was a boon for ecommerce, telecommunication and digital payments. These companies in the latter category — perhaps best personified by names like Zoom, Peloton, Ocado, Shopify and Wayfair — were crowned “the Covid winners” due to the fortunate positions they found themselves in through little skill of their own.

大家都知道,有些公司受益于新冠疫情,还有些公司正好相反。一边是股票惨遭抛售的旅游、工业和能源企业,另一边是享受利好的电商、电信和数字支付公司。后一类公司——或许最好列出几个有代表性的品牌,比如Zoom、Peloton、Ocado、Shopify和Wayfair——被冠以“新冠赢家”之称,因为它们基本上不靠自己的本事就处于幸运的境地中。

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