周期性消费只股票

#	公司	市值	市盈率	预期市盈率	市销率	价格
1	VinFast Auto VFS SGXZ55111462 1 VFS	204.15 万亿 USD	-54,410.76	-3.25	58,390.61	3.13 USD
2	Amazon.com AMZN US0231351067 2 AMZN	2.24 万亿 USD	28.85	91.97	3.13	247.40 USD
3	Tesla TSLA US88160R1014 3 TSLA	1.57 万亿 USD	412.87	115.40	16.52	363.50 USD
4	Home Depot HD US4370761029 4 HD	326.74 十亿 USD	23.08	18.47	1.98	307.54 USD
5	Toyota Motor 7203.T JP3633400001 5 7203.T	47.78 万亿 JPY	12.42	16.85	0.94	3,041.00 JPY
6	Alibaba Group Holding BABA US01609W1027 6 BABA	2.04 万亿 CNY	19.66	14.09	1.99	726.20 CNY
7	LVMH Moet Hennessy Louis Vuitton MC.PA FR0000121014 7 MC.PA	232.91 十亿 EUR	21.41	13.02	2.88	406.40 EUR
8	McDonald's MCD US5801351017 8 MCD	233.29 十亿 USD	27.24	21.18	8.68	250.19 USD
9	Toyota Motor Corporation ADR TM US8923313071 9 TM	228.02 十亿 USD	9.11	—	0.72	195.13 USD
10	Hermes International SCA RMS.PA FR0000052292 10 RMS.PA	174.49 十亿 EUR	38.57	35.61	10.90	1,373.00 EUR
11	Industria de Diseno Textil ITX.MC ES0148396007 11 ITX.MC	161.66 十亿 EUR	25.99	41.73	4.06	52.58 EUR
12	TJX Companies TJX US8725401090 12 TJX	175.71 十亿 USD	31.98	40.16	2.91	125.30 USD
13	PDD Holdings PDD US7223041028 13 PDD	967.94 十亿 CNY	9.89	13.69	2.24	524.43 CNY
14	EssilorLuxottica EL.PA FR0000121667 14 EL.PA	119.36 十亿 EUR	51.56	21.90	4.19	145.20 EUR
15	Booking Holdings BKNG US09857L1089 15 BKNG	136.01 十亿 USD	25.17	1.16	5.05	173.06 USD
16	Fast Retailing Co 9983.T JP3802300008 16 9983.T	21.02 万亿 JPY	48.54	76.79	6.18	66,150.00 JPY
17	Sony Group 6758.T JP3435000009 17 6758.T	20.08 万亿 JPY	-61.42	5.14	1.61	3,700.00 JPY
18	Lowe's Companies LOW US5486611073 18 LOW	128.86 十亿 USD	19.37	14.26	1.49	195.85 USD
19	BYD Co 002594.SZ CNE100001526 19 002594.SZ	858.85 十亿 CNY	26.33	8.03	1.08	83.96 CNY
20	Sony Group SONY US8356993076 20 SONY	120.92 十亿 USD	-55.57	4.20	1.46	24.01 USD
21	Compagnie Financiere Richemont CFR.SW CH0210483332 21 CFR.SW	100.83 十亿 EUR	30.58	28.10	4.75	178.69 EUR
22	Prosus PRX.AS NL0013654783 22 PRX.AS	110.01 十亿 USD	11.04	18.42	13.24	41.25 USD
23	Starbucks SBUX US8552441094 23 SBUX	106.85 十亿 USD	57.56	29.83	2.87	97.26 USD
24	MercadoLibre MELI US58733R1023 24 MELI	100.80 十亿 USD	50.48	80.74	3.49	1,803.03 USD
25	Marriott International MAR US5719032022 25 MAR	93.78 十亿 USD	36.05	39.25	3.58	336.75 USD
26	Christian Dior CDI.PA FR0000130403 26 CDI.PA	81.18 十亿 EUR	17.92	12.79	1.00	370.80 EUR
27	Hyundai Motor 005380.KS KR7005380001 27 005380.KS	126.17 万亿 KRW	13.36	7.30	0.68	362,000.00 KRW
28	Midea Group Co 000333.SZ CNE100001QQ5 28 000333.SZ	594.05 十亿 CNY	13.52	17.56	1.30	85.00 CNY
29	Royal Caribbean Cruises RCL LR0008862868 29 RCL	86.46 十亿 USD	20.23	38.33	4.82	253.73 USD
30	Volkswagen VOW3.DE DE0007664039 30 VOW3.DE	74.02 十亿 EUR	10.11	2.59	0.23	78.92 EUR
31	Airbnb ABNB US0090661010 31 ABNB	79.61 十亿 USD	31.71	20.90	6.50	169.28 USD
32	Nike NKE US6541061031 32 NKE	79.11 十亿 USD	25.45	11.24	1.71	36.40 USD
33	Carvana CVNA US1468691027 33 CVNA	74.59 十亿 USD	53.01	553.92	3.67	66.47 USD
34	O'Reilly Automotive ORLY US67103H1077 34 ORLY	73.71 十亿 USD	29.04	2.22	4.15	85.11 USD
35	General Motors GM US37045V1008 35 GM	73.29 十亿 USD	27.18	12.13	0.40	84.57 USD
36	Hilton Worldwide Holdings HLT US43300A2033 36 HLT	72.14 十亿 USD	49.51	50.42	5.99	308.05 USD
37	Wesfarmers WES.AX AU000000WES1 37 WES.AX	99.03 十亿 AUD	34.46	33.28	2.10	72.54 AUD
38	DoorDash DASH US25809K1051 38 DASH	69.11 十亿 USD	73.91	-169.97	5.04	195.46 USD
39	Ross Stores ROST US7782961038 39 ROST	68.14 十亿 USD	31.76	52.54	2.99	226.46 USD
40	Meituan 3690.HK KYG596691041 40 3690.HK	443.34 十亿 CNY	-16.31	16.66	1.04	63.82 CNY
41	Ferrari RACE.MI NL0011585146 41 RACE.MI	53.19 十亿 EUR	33.31	52.48	7.44	352.65 EUR
42	Bayerische Motoren Werke BMW.DE DE0005190003 42 BMW.DE	52.74 十亿 EUR	7.23	3.41	0.40	62.06 EUR
43	Mercedes-Benz Group MBG.DE DE0007100000 43 MBG.DE	51.49 十亿 EUR	10.01	3.54	0.39	45.41 EUR
44	Autozone AZO US0533321024 44 AZO	55.36 十亿 USD	22.16	22.08	2.92	2,889.83 USD
45	Target TGT US87612E1064 45 TGT	52.42 十亿 USD	14.15	27.87	0.50	154.39 USD
46	Volkswagen VOW.DE DE0007664005 46 VOW.DE	45.25 十亿 EUR	6.18	2.58	0.14	79.40 EUR
47	Maruti Suzuki India MARUTI.NS INE585B01010 47 MARUTI.NS	4.73 万亿 INR	32.63	47.24	3.09	12,166.00 INR
48	Compass Group CPG.L GB00BD6K4575 48 CPG.L	47.68 十亿 USD	25.52	28.74	1.03	31.35 USD
49	Ford Motor F US3453708600 49 F	46.44 十亿 USD	-5.68	7.18	0.25	13.43 USD
50	Kia 000270.KS KR7000270009 50 000270.KS	62.78 万亿 KRW	8.30	5.23	0.55	121,700.00 KRW
51	Yum! Brands YUM US9884981013 51 YUM	44.12 十亿 USD	28.30	26.32	5.37	139.76 USD
52	Naspers NPN.JO ZAE000351946 52 NPN.JO	44.02 十亿 USD	8.40	36.53	6.13	45.04 USD
53	Carnival CCL PA1436583006 53 CCL	43.93 十亿 USD	15.92	-250.17	1.65	22.51 USD
54	Sumitomo Electric Industries 5802.T JP3407400005 54 5802.T	6.75 万亿 JPY	18.26	15.57	1.32	2,000.50 JPY
55	Chipotle Mexican Grill CMG US1696561059 55 CMG	42.90 十亿 USD	27.94	0.78	3.60	34.27 USD
56	Mahindra and Mahindra M&M.NS INE101A01026 56 M&M.NS	4.00 万亿 INR	6,868.25	717.30	173.75	3,070.00 INR
57	Garmin GRMN CH0114405324 57 GRMN	41.30 十亿 USD	24.82	52.58	5.70	277.12 USD
58	Kering KER.PA FR0000121485 58 KER.PA	34.86 十亿 EUR	484.13	9.19	2.38	237.85 EUR
59	D.R. Horton DHI US23331A1097 59 DHI	39.97 十亿 USD	11.15	10.69	1.17	142.11 USD
60	Titan Company TITAN.NS INE280A01028 60 TITAN.NS	3.71 万亿 INR	73.13	130.58	4.25	4,908.50 INR
61	JD.com Inc Adr JD US47215P1066 61 JD	38.57 十亿 USD	13.24	9.12	0.20	26.91 USD
62	Pop Mart International Group 9992.HK KYG7170M1033 62 9992.HK	258.77 十亿 CNY	20.79	168.95	7.16	130.90 CNY
63	Dollarama DOL.TO CA25675T1075 63 DOL.TO	52.05 十亿 CAD	39.75	63.44	7.17	171.28 CAD
64	eBay EBAY US2786421030 64 EBAY	37.24 十亿 USD	18.33	25.77	3.35	108.51 USD
65	Las Vegas Sands LVS US5178341070 65 LVS	36.32 十亿 USD	22.32	21.76	2.79	41.34 USD
66	JD.com 9618.HK KYG8208B1014 66 9618.HK	242.23 十亿 CNY	10.60	6.77	0.16	90.87 CNY
67	Panasonic Holdings 6752.T JP3866800000 67 6752.T	5.57 万亿 JPY	29.36	48.57	0.69	4,356.00 JPY
68	Trip.com Group 9961.HK KYG9066F1019 68 9961.HK	241.02 十亿 CNY	6.37	14.61	3.40	277.24 CNY
69	Denso 6902.T JP3551500006 69 6902.T	5.41 万亿 JPY	12.19	4.45	0.72	1,915.00 JPY
70	Coupang CPNG US22266T1097 70 CPNG	34.42 十亿 USD	165.50	61.83	1.00	14.84 USD
71	Honda Motor Co Ltd ADR HMC US4381283088 71 HMC	34.31 十亿 USD	-12.89	—	0.25	32.51 USD
72	Viking Holdings VIK BMG93A5A1010 72 VIK	34.18 十亿 USD	29.78	—	5.26	85.78 USD
73	Dollar General DG US2566771059 73 DG	33.86 十亿 USD	22.39	11.66	0.79	125.15 USD
74	Honda Motor Co 7267.T JP3854600008 74 7267.T	5.24 万亿 JPY	-12.35	3.89	0.24	1,685.00 JPY
75	Haier Smart Home Co 600690.SS CNE000000CG9 75 600690.SS	222.79 十亿 CNY	11.39	11.66	0.74	20.76 CNY
76	Adidas ADS.DE DE000A1EWWW0 76 ADS.DE	27.51 十亿 EUR	20.53	-652.05	1.11	143.45 EUR
77	Restaurant Brands International QSR CA76131D1033 77 QSR	31.30 十亿 USD	40.34	23.51	3.32	75.95 USD
78	Tapestry TPR US8760301072 78 TPR	31.14 十亿 USD	20.38	30.73	3.89	119.83 USD
79	H & M Hennes & Mauritz HM B.ST SE0000106270 79 HM B.ST	297.71 十亿 SEK	24.49	27.00	1.30	164.45 SEK
80	Gree Electric Appliances Inc of Zhuhai 000651.SZ CNE0000001D4 80 000651.SZ	204.58 十亿 CNY	7.05	7.79	1.20	38.10 CNY
81	Suzuki Motor 7269.T JP3397200001 81 7269.T	4.60 万亿 JPY	10.48	4.52	0.73	2,023.50 JPY
82	Bridgestone 5108.T JP3830800003 82 5108.T	4.59 万亿 JPY	14.04	7.26	1.04	3,717.00 JPY
83	Expedia Group EXPE US30212P3038 83 EXPE	29.34 十亿 USD	22.67	30.24	1.99	290.60 USD
84	Oriental Land Co 4661.T JP3198900007 84 4661.T	4.52 万亿 JPY	37.09	66.08	6.41	3,002.00 JPY
85	Stellantis STLAM.MI NL00150001Q9 85 STLAM.MI	24.78 十亿 EUR	-1.11	0.73	0.16	4.39 EUR
86	ANTA Sports Products 2020.HK KYG040111059 86 2020.HK	192.06 十亿 CNY	12.15	16.13	2.06	62.11 CNY
87	Seres Group Co 601127.SS CNE1000028B9 87 601127.SS	190.26 十亿 CNY	31.94	-24.27	1.15	45.52 CNY
88	Hyundai Mobis Co 012330.KS KR7012330007 88 012330.KS	38.22 万亿 KRW	10.45	10.19	0.63	383,500.00 KRW
89	Compagnie Generale des Etablissements Michelin SCA ML.PA FR001400AJ45 89 ML.PA	23.71 十亿 EUR	14.24	10.80	0.91	33.26 EUR
90	Bajaj Auto BAJAJ-AUTO.NS INE917I01010 90 BAJAJ-AUTO.NS	2.48 万亿 INR	23.10	56.36	3.95	11,593.00 INR
91	InterContinental Hotels Group PLC ADR IHG US45857P8068 91 IHG	24.79 十亿 USD	32.71	—	4.78	154.72 USD
92	Eternal ETERNAL.NS INE758T01015 92 ETERNAL.NS	2.34 万亿 INR	639.67	-240.18	4.31	317.00 INR
93	Tractor Supply TSCO US8923561067 93 TSCO	24.31 十亿 USD	22.18	3.31	1.57	33.26 USD
94	Geely Automobile Holdings 175.HK KYG3777B1032 94 175.HK	163.26 十亿 CNY	8.32	27.83	0.41	13.84 CNY
95	SAIC Motor Corp 600104.SS CNE000000TY6 95 600104.SS	162.75 十亿 CNY	16.11	8.90	0.25	11.30 CNY
96	Ulta Beauty ULTA US90384S3031 96 ULTA	23.69 十亿 USD	20.54	23.34	1.91	535.15 USD
97	Darden Restaurants DRI US2371941053 97 DRI	23.54 十亿 USD	19.51	26.44	1.78	210.45 USD
98	Great Wall Motor Co 601633.SS CNE1000018V8 98 601633.SS	156.99 十亿 CNY	15.84	18.24	0.70	14.23 CNY
99	Eicher Motors EICHERMOT.NS INE066A01021 99 EICHERMOT.NS	2.21 万亿 INR	40.11	72.92	9.45	7,500.00 INR
100	Lennar LEN US5260571048 100 LEN	23.03 十亿 USD	11.08	5.96	0.67	80.75 USD

👚 周期性消费只股票

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