為川普就職典禮提供資金的 3 隻股票可能會在 2025 年帶來巨大收益

當選總統川普正準備重返白宮，美國企業界正以前所未有的熱情放鬆錢包。

As President-elect Donald Trump prepares to return to the White House, several companies across sectors are donating millions to his upcoming inauguration ceremony. These contributions, which aim to establish favorable relations with the new administration, come at a time when the market is anticipating strong gains in the coming years. In this article, I have identified three companies funding Trump’s inauguration, which might enable them to deliver outsized gains in 2025.

隨著當選總統唐納德·川普準備重返白宮，各行業的幾家公司正在為他即將舉行的就職典禮捐贈數百萬美元。這些捐款旨在與新政府建立良好關係，正值市場預計未來幾年將強勁上漲。在本文中，我確定了三家為川普就職典禮提供資金的公司，這可能使他們能夠在 2025 年實現巨額收益。

1. Ford Motor (NYSE:F)

1.福特汽車（NYSE：F）

With a market capitalization of nearly $40 billion, Ford Motor is among the largest automobile companies in the world. It is part of a mature sector that has grossly underperformed the broader market for over two decades. For instance, Ford stock has lost 16% in the past 52 weeks and lost 25% over the past 20 years. In comparison, the S&P 500 Index (SPX) is up 26% over the past 52 weeks and 403% over the past 20 years.

福特汽車公司市值近400億美元，是全球最大的汽車公司之一。它是一個成熟行業的一部分，二十多年來，該行業的表現一直嚴重落後於大盤。例如，福特股價在過去 52 週內下跌了 16%，在過去 20 年下跌了 25%。相比之下，標準普爾 500 指數 (SPX) 在過去 52 週內上漲了 26%，在過去 20 年裡上漲了 403%。

However, Ford recorded a strong performance in 2024. Retail sales grew by 6% year-over-year, double the industry average, primarily due to its diverse powertrain strategy. Total sales rose 4% year-over-year in 2024, while vehicle shipments soared by 9% in the fourth quarter. The company’s F-series lineup held its position as America’s best-selling truck for the 48th consecutive year, with Q4 sales rising 21% in Q4.

然而，福特在2024年表現強勁，零售額較去年同期成長6%，是產業平均的兩倍，這主要得益於其多元化的動力總成策略。 2024 年總銷量較去年同期成長 4%，第四季汽車出貨量激增 9%。該公司的 F 系列產品連續 48 年保持美國最暢銷卡車的地位，第四季銷量成長 21%。

Notably, Ford’s electric vehicle sales (including hybrids) grew 38% to 285,291 units. The company also dominated the commercial vehicle segment, maintaining its leadership in full-size vans for the 46th consecutive year.

值得注意的是，福特的電動車銷量（包括混合動力車）成長了 38%，達到 285,291 輛。該公司還在商用車領域佔據主導地位，並連續 46 年保持在全尺寸貨車領域的領先地位。

Priced at just 5.8 times forward earnings, Ford Motor stock is extremely cheap, given it currently offers shareholders a dividend yield of 6.1%. Out of the 19 analysts tracking Ford stock, four recommend “Strong Buy,” 10 recommend “Hold,” one recommends “Moderate Sell,” and four recommend “Strong Sell.” The average target price for the auto stock is $11.26, 14% above the current trading price.

考慮到福特汽車目前為股東提供的股息殖利率為 6.1%，其預期本益比僅為 5.8 倍，該股極為便宜。在追蹤福特股票的19 名分析師中，4 名分析師建議“強力買入”，10 名分析師建議“持有”，1 名分析師建議“適度賣出”，4 名分析師建議“強力賣出」。該汽車股的平均目標價為11.26美元，較目前交易價高出14%。

2. Coinbase (NASDAQ:COIN)

2.Coinbase（納斯達克股票代碼：COIN）

Valued at a market cap of $68 billion, the performance of Coinbase stock is tied to the prices of cryptocurrencies such as Bitcoin (BTCUSD) and Ethereum (ETHUSD). Coinbase is the world’s second-largest cryptocurrency exchange and generates most of its revenue from commissions, which depend on trading volumes. Typically, trading volumes surge during bull markets and take a hit when sentiment turns bearish.

Coinbase 股票的市值為 680 億美元，其表現與比特幣 (BTCUSD) 和以太幣 (ETHUSD) 等加密貨幣的價格掛鉤。 Coinbase 是全球第二大加密貨幣交易所，其大部分收入來自佣金，佣金取決於交易量。通常情況下，牛市期間交易量會激增，而當市場情緒轉為看跌時，交易量就會受到打擊。

During the last Bitcoin bull run in 2021, Coinbase reported record sales of $7.8 billion. In the last 12 months, its top line has almost doubled year-over-year to $5 billion. With Bitcoin hitting new record highs in recent months, there is a good chance Coinbase stock will deliver outsized gains to shareholders in 2025. Moreover, the Trump administration is expected to provide a crypto-friendly environment. It might even hold BTC in a strategic reserve, which should act as a long-term tailwind for Coinbase.

在 2021 年上一次比特幣牛市期間，Coinbase 報告銷售額達到創紀錄的 78 億美元。在過去 12 個月中，其營收幾乎同比翻了一番，達到 50 億美元。隨著比特幣近幾個月創下歷史新高，Coinbase 股票很有可能在 2025 年為股東帶來巨額收益。它甚至可能將 BTC 作為戰略儲備，這應該會成為 Coinbase 的長期推動力。

Coinbase continues diversifying its revenue base as transaction sales have accounted for 60% of the top line in the past year, down from over 85% in 2021.

Coinbase 持續實現收入基礎多元化，去年交易銷售額佔營收的 60%，低於 2021 年的 85% 以上。

Out of the 23 analysts covering COIN stock, eight recommend “Strong Buy,” one recommends “Moderate Buy,” 13 recommend “Hold,” and one recommends “Strong Sell.” The average target price for COIN stock is $294.77, indicating upside potential of 8.5% from current levels.

在研究COIN 股票的23 名分析師中，8 名分析師建議“強力買入”，1 名分析師建議“適度買入”，13 名分析師建議“持有”，1 名分析師建議“強力賣出」。 COIN 股票的平均目標價為 294.77 美元，顯示較目前水準有 8.5% 的上漲潛力。

3. Intuit (NASDAQ:INTU)

3. Intuit（納斯達克股票代碼：INTU）

The final stock on the list is Intuit, which has already returned 650% to shareholders since early 2015, after adjusting for dividends. Valued at a market cap of $176 billion, Intuit is a fintech company that provides financial management and tax compliance solutions. Its products serve consumers, small businesses, self-employed individuals, and accounting professionals.

名單上的最後一隻股票是 Intuit，自 2015 年初以來，在調整股息後，該公司已向股東回報了 650%。 Intuit 市值達 1,760 億美元，是一家提供財務管理和稅務合規解決方案的金融科技公司。其產品服務於消費者、小型企業、自僱人士和會計專業人士。

Intuit has reported revenue of $16.6 billion in the last four quarters, up from $4.2 billion in fiscal 2015 (ended in July). Moreover, its operating income has grown from $886 million to $3.82 billion in this period.

Intuit 報告過去四個季度的收入為 166 億美元，高於 2015 財年（截至 7 月）的 42 億美元。此外，其營業收入在此期間從8.86億美元成長到38.2億美元。

Analysts tracking INTU stock expect sales to surpass $22.5 billion in fiscal 2027. Further, adjusted earnings per share are forecast to touch $25 in fiscal 2027, up from $16.94 in 2024. If INTU stock is priced at 3

追蹤 INTU 股票的分析師預計 2027 財年銷售額將超過 225 億美元。