为特朗普就职典礼提供资金的 3 只股票可能会在 2025 年带来巨大收益

当选总统唐纳德·特朗普正准备重返白宫，美国企业界正以前所未有的热情放松钱包。

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.

随着当选总统唐纳德·特朗普准备重返白宫，各行业的几家公司正在为他即将举行的就职典礼捐赠数百万美元。这些捐款旨在与新政府建立良好关系，正值市场预计未来几年将强劲上涨。在本文中，我确定了为特朗普就职典礼提供资金的三家公司，这可能使他们能够在 2025 年实现巨大收益。

1. Ford Motor (NYSE:F)

1.福特汽车（纽约证券交易所代码：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.

福特汽车公司市值近400亿美元，是全球最大的汽车公司之一。它是一个成熟行业的一部分，二十多年来，该行业的表现一直严重落后于大盘。例如，福特股价在过去 52 周内下跌了 16%，在过去 20 年里下跌了 25%。相比之下，标准普尔 500 指数 (SPX) 在过去 52 周内上涨了 26%，在过去 20 年里上涨了 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年表现强劲，零售额同比增长6%，是行业平均水平的两倍，这主要得益于其多元化的动力总成战略。 2024 年总销量同比增长 4%，第四季度汽车出货量猛增 9%。该公司的 F 系列产品连续 48 年保持美国最畅销卡车的地位，第四季度销量增长 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，福特的电动汽车销量（包括混合动力汽车）增长了 38%，达到 285,291 辆。该公司还在商用车领域占据主导地位，连续 46 年在全尺寸货车领域保持领先地位。

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.

考虑到福特汽车目前为股东提供的股息收益率为 6.1%，其预期市盈率仅为 5.8 倍，该股极其便宜。在追踪福特股票的 19 名分析师中，4 名分析师建议“强力买入”，10 名分析师建议“持有”，1 名分析师建议“适度卖出”，4 名分析师建议“强力卖出”。该汽车股的平均目标价为11.26美元，较当前交易价高出14%。

2. Coinbase (NASDAQ:COIN)

2.Coinbase（纳斯达克股票代码：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 股票的市值为 680 亿美元，其表现与比特币 (BTCUSD) 和以太坊 (ETHUSD) 等加密货币的价格挂钩。 Coinbase 是世界第二大加密货币交易所，其大部分收入来自佣金，佣金取决于交易量。通常情况下，牛市期间交易量会激增，而当市场情绪转为看跌时，交易量就会受到打击。

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 年上一次比特币牛市期间，Coinbase 报告销售额达到创纪录的 78 亿美元。在过去 12 个月中，其营收几乎同比翻了一番，达到 50 亿美元。随着比特币近几个月创下新高，Coinbase 股票很有可能在 2025 年为股东带来巨额收益。此外，特朗普政府预计将提供一个有利于加密货币的环境。它甚至可能将 BTC 作为战略储备，这应该会成为 Coinbase 的长期推动力。

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 继续实现收入基础多元化，去年交易销售额占营收的 60%，低于 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 名分析师中，8 名分析师建议“强力买入”，1 名分析师建议“适度买入”，13 名分析师建议“持有”，1 名分析师建议“强力卖出”。 COIN 股票的平均目标价为 294.77 美元，表明较当前水平有 8.5% 的上涨潜力。

3. Intuit (NASDAQ:INTU)

3. Intuit（纳斯达克股票代码：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.

名单上的最后一只股票是 Intuit，自 2015 年初以来，在调整股息后，该公司已向股东回报了 650%。 Intuit 市值达 1760 亿美元，是一家提供财务管理和税务合规解决方案的金融科技公司。其产品服务于消费者、小型企业、个体经营者和会计专业人士。

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 报告过去四个季度的收入为 166 亿美元，高于 2015 财年（截至 7 月）的 42 亿美元。此外，其营业收入在此期间从8.86亿美元增长到38.2亿美元。

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

跟踪 INTU 股票的分析师预计 2027 财年销售额将超过 225 亿美元。此外，预计 2027 财年调整后每股收益将达到 25 美元，高于 2024 年的 16.94 美元。如果 INTU 股票定价为 3