三只大麻股美股推荐：星座最出名的是它的优质啤酒 Corona 和 Modelo 。2017年购买 Canopy 公司9.9%的股权。去年，星座公司又投入了40亿美元在 Canopy Growth 项目，这笔交易为 Canopy 带来了大量现金流入。
three marijuana stocks appear to be in great shape to stand out from the pack for a long time to come. You could even say that Canopy Growth (NYSE: CGC), Cronos Group (NASDAQ: CRON), and Scotts Miracle-Gro (NYSE: SMG) have a killer advantage. Here's why.
在未来很长一段时间内，三只大麻股票似乎都很有可能脱颖而出。你甚至可以说 Canopy Growth、 Cronos Group和 Scotts Miracle-Gro有致命的优势。这就是为什么。
Canopy Growth claims the biggest market cap of any marijuana stock on the planet. But that's not its killer advantage. Instead, Canopy's relationship with Constellation Brands (NYSE: STZ) is what elevates the company above its peers.
Canopy Growth 声称，大麻股票是全球最大的市值。但这并不是它的致命优势。相反， Canopy 与星座品牌的关系提升了公司的地位。
Constellation is best known for its premium beers Corona and Modelo. In 2017, the company bought a 9.9% stake in Canopy. Last year, Constellation upped the ante considerably with another $4 billion investment in Canopy Growth. The deal provided a huge influx of cash to Canopy.
星座最出名的是它的优质啤酒 Corona 和 Modelo 。2017年，公司购买 Canopy 公司9.9%的股权。去年，星座公司又投入了40亿美元在 Canopy Growth 项目上，大大增加了投入。这笔交易为 Canopy 带来了大量现金流入。
Canopy is already putting that money to good use. The company announced in January that it's building a major hemp production facility in New York state. Canopy expects to launch its first hemp-based cannabidiol (CBD) products in the U.S. later this year.
Canopy 已经把这笔钱用好了。该公司在一月份宣布将在纽约州建立一个大型大麻生产设施。Canopy 预计将于今年晚些时候在美国推出首款基于大麻的大麻产品。
The company also plans to leverage Constellation's expertise in establishing successful consumer brands. Canopy and Constellation intend to launch a variety of cannabis-infused beverages in Canada in the latter part of 2019, assuming there aren't any delays to the completion of the applicable regulations. And should federal marijuana laws change in the U.S., Constellation's distribution channels and marketing prowess would be a major asset for Canopy in entering the U.S. marijuana market.
该公司还计划利用星座的专业知识建立成功的消费者品牌。Canopy 和 Constellation 打算在2019年下半年在加拿大推出各种大麻饮料，前提是不会延迟完成适用法规。如果美国联邦大麻法律发生变化，星座公司的分销渠道和营销能力将成为 Canopy 进入美国大麻市场的主要资产。
Cronos Group struck its own major deal with a company outside the cannabis industry. In December, tobacco giant Altria (NYSE: MO) announced that it was investing $1.8 billion in Cronos for close to 45% of the Canadian marijuana producer.
Cronos与一家大麻行业以外的公司达成了重大交易。去年12月，烟草巨头奥驰亚（ NYSE ： MO ）宣布，将投资18亿美元在Cronos购买加拿大大麻生产商45%的股份。
This transaction closed on March 8, so it's still too early to know specifically how Cronos will use its newfound cash. Cronos Group CEO Mike Gorenstein said, though, that the deal with Altria will "allow us to expand our product development and commercialization capabilities."
这笔交易在3月8日完成，所以现在还不清楚克罗诺斯将如何使用新发现的现金。不过， Cronos Group 首席执行官 Mike Gorenstein 表示，与奥驰亚的协议将「使我们能够扩大产品开发和商业化能力」。
Gorenstein also noted that Altria's regulatory expertise should enable Cronos to compete more effectively in the global cannabis market. That seems like a pretty good assumption. Altria has successfully navigated highly regulated markets across the world for decades.
Gorenstein 还指出，奥驰亚的监管专长应使克罗诺斯能够在全球大麻市场上更有效地竞争。这似乎是一个很好的假设。奥驰亚在过去几十年里成功地在世界各地的高度监管的市场上取得了成功。
While Cronos Group's partnership with Altria is its biggest differentiating advantage, the company also has another collaboration that could be a game changer. Cronos teamed up with Ginkgo Bioworks last year to develop genetically engineered yeast strains that produce high-quality cannabinoids. If this process can be scaled up to meet commercial needs, Cronos could be in a fantastic position to produce cannabinoids like CBD and THC more quickly and at much lower costs than current methods allow.
尽管 Cronos Group 与奥驰亚的合作是其最大的差异化优势，但该公司也有另一项合作，可能会改变游戏规则。去年， Cronos 与银杏生物公司合作开发基因工程酵母菌株，生产高质量的大麻素。如果这一过程能够扩大规模以满足商业需求，Cronos可能会处于非常有利的地位，以比现有方法更快的速度和更低的成本生产大麻素，如 CBD 和 THC 。
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