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Idaho, China, Menlo Park. That would have been your itinerary this year to find the tech stocks that make up the list of the best-performing names of 2013. These are stocks that have doubled or even tripled their investors’ money and, while some have likely exhausted the easy gains, others are expected by Wall Street analysts to continue soaring. And can you believe good old Yahoo! came in at number 10? It’s not growing that much but investors have realized the rising value of its approximately 24% stake in the Chinese e-commerce firm that is heading toward a huge IPO in 2014.
如果你想寻找2013年在股市上表现最理想的科技股，那么爱达荷州、中国、加州门洛帕克市应该都是值得考察的地方。来自这些地方的科技公司，为他们的投资者创造了双倍乃至于三倍的回报。虽然其中一些公司的股价已经达到了相当高度，轻松攻城略地的能力已所剩无几，但按照华尔街分析师的判断，其他一些仍然有望高歌猛进。你能相信吗？堪称科技界“活化石”的雅虎（Yahoo!）竟然能排在第十位。这并不是由于该公司的业绩增长有多么迅猛，而是因为雅虎手里握着某中国电商巨头24%的股份，这家公司预计在2014年将进行一场规模浩大的首次公开募股（IPO）。
Forbes stats editor Scott DeCarlo and I screened close to 400 publicly traded technology stocks, cutting off the list for this ranking’s purposes at stocks that ended the year with a market cap under $5 billion. That excluded a bunch of well-known names that did extremely well in 2013 including Yelp (up 261%), Shutterstock (up 223% post-IPO), and WebMD (up 168%), as well as much of the solar sector, which had a terrific comeback this year with SunEdison up 298%.
福布斯数据统计编辑斯科特·迪卡罗（Scott DeCarlo）和我筛查了将近400家美国上市科技公司，然后将市值在年内达不到50亿美元的公司剔除。因此，一大批在2013年涨势如虹的知名公司，例如涨幅达261%的Yelp、上市后股价涨幅达223%的Shutterstock，还有涨幅达168%的WebMD，以及许多太阳能公司，都没能入围。今年太阳能板块打了一场很漂亮的翻身仗，其中SunEdison的股价大涨298%。
But cutting off at $5 billion also excludes a lot of small-cap fliers and tiny Chinese ADRs. Nothing against Chinese ADRs except that they are, well, Chinese ADRs. We than re-ranked the big-cap list by total return through December 20. That’s the not the end of the year, I know, but stocks tend to meander in late December so I doubt the picture will look different by New Year’s Day. If it does, sue me. I’ll have another post to write.
但是50亿美元的市值门槛也把许多涨幅巨大的小盘股以及以存托凭证（ADR）形式在美国挂牌的微市值中概股挡在了门外。我们并没有针对中概股ADR添加额外的标准，唯一的决定因素就是它们本身。接下来，我们按照截至12月20日的股价表现，对经过筛选后剩下的大盘科技股进行排名。虽然严格来说这还不算年底，但股市在12月最后几天一般都风平浪静，所以我不认为元旦前这几天会发生能够颠覆整个局面的行情。如果真出现了这种事的话，尽可以找我。我会重新写一篇稿子。
The Nasdaq composite index, the annual performance bogey for most tech stocks, delivered a 36% return this year. Seventy out of the 105 stocks over $5 billion in market cap beat the Nasdaq, but you’d have done better in absolute terms (but not in percentage terms) throwing darts at the smaller-cap names, where 165 stocks beat the Nasdaq out of 261 that we tracked.
作为衡量大多数科技股走势强弱的标杆，纳斯达克综合指数今年的回报率为36%。在105家市值高于50亿美元的科技股中，有70家跑赢了纳指。但如果从绝对数字看（而不是百分比），投资者应该押注小盘科技股，在我们跟踪的261家这类股票中，有165家跑赢了纳指。
The best-performing large-cap tech stock of the year? Micron Technology, the Boise, Idaho maker of random access memory and microprocessors. Forbes contributor and stockpicker David Steinberg liked Micron at the beginning of the year and reiterated that call in September, saying that consolidation has finally brought a modicum of pricing power to the memory chip industry, and Micron is one of the few survivors. Demand is on the upswing and Micron has also put behind it the drag of an ongoing patent lawsuit with Rambus.
今年表现最优的大盘科技股到底是哪只？那就是爱达荷州博伊西的内存和微处理器制造商美光科技（Micron Technology）。福布斯撰稿人和选股人大卫·斯坦伯格（David Steinberg）在今年初就推荐过美光科技，并且在9月份再次推荐该股，其理由是内存芯片行业经过一番整合后，终于取回了一点点定价权，而美光科技正是这场整合中的少数幸存者。此外，内存芯片的需求正在回升，而该公司也已摆脱与兰巴斯（Rambus）之间的专利诉讼的负面影响。
Here’s the top 10 and giant spreadsheet you can download with close to 400 tech stocks (above and below $5 billion market cap) ranked by 2013 performance:
以下便是今年股票表现最优的十只科技大盘股：
Micron Technology, up 250%
美光科技（Micron Technology），涨幅250%
SouFun Holdings , up 218%
搜房（SouFun Holdings），涨幅218%
Pandora Media, up 205%
潘多拉媒体（Pandora Media），涨幅205%
Qihoo 360 Technology, up 165%
奇虎360（Micron Technology），涨幅165%
3D Systems, up 119%
3D系统公司（3D Systems），涨幅119%
Splunk, up 139%
斯普伦克（Splunk），涨幅139%
T-Mobile, up 137%
T-Mobile，涨幅137%
Facebook, up 107%
Facebook，涨幅107%
CoStar Group, up 105%
CoStar Group，涨幅105%
Yahoo!, up 101%
雅虎（Yahoo!），涨幅101%
At number two is SouFun, China’s biggest real estate Web portal. It makes money from property listing fees, ads and operating home improvement websites. The company has coverage in more than 320 cities in China with a big, active community of home buyers and sellers, as well as investors and property developers. Revenue in the most recent quarter was up 45% and operating earnings per share was up 66%. The stockpickers at Zacks likes next year’s growth prospects, recently raised to 35% growth from this year.
排名第二的搜房是中国最大的房地产门户网站，其收入来自房地产挂牌费、广告以及旗下运营的几家家居装饰网站。搜房网目前已经覆盖中国超过320个城市，其网络社群包括购房者和卖房者、投资者和开发商在内，数量庞大且参与度高。该公司最近一个季度的营收增长45%，每股运营利润增长66%。投资研究公司扎克斯（Zacks）的选股人看好搜房明年的前景，不久前将其明年业绩增长预期上调到35%。
At number three is Pandora, whose shares nearly tripled in 2013. Few might have guessed they would perform that well, given how tough it is to make money in digital music streaming. But investors woke up to Pandora’s mighty position with 70% share of Internet radio and 71 million monthly active users. Advertising, which accounts for 80% of revenue, will hit $643 million this year. Mobile ad sales topped $100 million for the first time in the third quarter of 2013, making Pandora third in mobile ad revenue behind only Google and Facebook. Musicians aren’t happy about it, but Pandora is renegotiating (likely downward) its royalty rates with artists, labels and music publishers sometime early next year.
排名第三的潘多拉今年股价上涨近两倍，考虑到该公司靠数字流音乐业务挣钱的难度是如此之大，恐怕没人能料到其股价走势会如此强劲。但潘多拉在互联网广播领域占有七成的市场份额，月活跃用户高达7,100万，这些强悍的数据让投资者醒悟过来。今年，占到潘多拉八成营收的广告收入将达到6.43亿美元。其中移动广告销售收入在第三季度首次突破1亿美元大关，使得潘多拉成为继谷歌（Google）和Facebook之后第三家实现这一成就的公司。尽管音乐人大有怨言，但潘多拉仍在推进与艺人、唱片公司和音乐发行商重新商定版权费的工作（很可能会降低费率），并有望在明年年初的某个时候敲定。
One of the big takeaways this year was the underperformance of most of the biggest names in tech. Apple came in dead last among the big-cap stocks, up a mere 5.7%. Also bringing up the rear were Cisco (up 10%), AT&T (up 7%), Verizon (16%), Oracle (10%) and Qualcomm (20%).
从今年这项评选中可以发现，规模最大的那几家科技公司，大部分的表现都弱于大盘。倒数第一的是苹果公司，全年涨幅只有5.7%。其他几家排名靠后的公司还有涨幅为10%的思科（Cisco）、涨7%的AT&T、涨16%的威瑞森（Verizon）、涨10%的甲骨文（Oracle）和上涨20%的高通（Qualcomm）。
You might be wondering, “Where’s Netflix?”. Some consider it a tech stock, and it quadrupled in price in 2013, making it the best overall performer in the S&P 500, but in our industry categorization it falls under media stocks.
你可能会纳闷，网飞（Netflix）呢？它排在哪？有些人会把网飞视为科技股，而且今年其股价猛涨了三倍，成为标普500指数成分股中表现最夺目的一只股票。不过按照福布斯的行业分类，网飞是一家传媒股票，不是科技股。
