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2021-03-09

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Cathie Wood On Why Zoom Will Overtake Old Telecom Infrastructure<blockquote>Cathie Wood谈为什么Zoom将取代旧的电信基础设施</blockquote>

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While many stay-at-home stocks peaked in the summer, Zoom is still seeing strong, triple-digit revenue growth.<blockquote>变焦时的木头：伍德表示，她对Zoom第四季度财报印象深刻。尽管许多居家股票在夏季见顶，但Zoom的收入仍实现了强劲的三位数增长。</blockquote> “Zoom is playing in the largest part of the technology stack out there,” Wood said.<blockquote>“Zoom在技术堆栈中发挥着最大的作用，”伍德说。</blockquote> People don’t understand that Zoom is changing the telecommunications industry, the fund manager said.<blockquote>该基金经理表示，人们不明白Zoom正在改变电信行业。</blockquote> “I think it’s going to usurp a lot of the old telco infrastructure.”<blockquote>“我认为它将侵占许多旧的电信基础设施。”</blockquote> The estimates for Zoom are conservative, she said.<blockquote>她说，对Zoom的估计是保守的。</blockquote> “It’s going to go much higher than that.”<blockquote>“它会比这个高得多。”</blockquote> There is negative sentiment around Zoom right now and questions on the price multiple. Wood views the stock as undervalued and said the multiple will look cheap if the company hits the targets Ark has laid out.<blockquote>目前围绕Zoom存在负面情绪以及对价格倍数的质疑。伍德认为该股被低估，并表示如果该公司达到Ark设定的目标，市盈率将看起来很便宜。</blockquote> “Stay tuned,” Wood said.<blockquote>“敬请关注，”伍德说。</blockquote> Related Link: Roku Will Take Lion’s Share Of Streaming TV Market According To Cathie Wood<blockquote>相关链接：Cathie Wood表示，Roku将占据流媒体电视市场的最大份额</blockquote> Ark Funds and Zoom: Zoom is a key holding in two of the Ark Funds ETFs.<blockquote>方舟基金和Zoom：Zoom是Ark Funds两只ETF的主要持股。</blockquote> The Ark Innovation ETF (NYSE: ARKK) owns 1.9 million shares of Zoom worth $652.9 million. Zoom is the ninth-largest holding in the ETF, representing 3.1% of assets.<blockquote>The方舟创新ETF（纽约证券交易所股票代码：ARKK）拥有190万股Zoom股票，价值6.529亿美元。Zoom是该ETF的第九大持股，占资产的3.1%。</blockquote> The Ark Next Generation Internet ETF (NYSE: ARKW) owns 486 million shares of Zoom worth $164.2 million. Zoom is the tenth largest holding in the ETF, representing 2.4% of assets.<blockquote>The方舟下一代互联网ETF（纽约证券交易所股票代码：ARKW）拥有4.86亿股Zoom股票，价值1.642亿美元。Zoom是该ETF的第十大持股，占资产的2.4%。</blockquote> ZM Price Action: Shares of Zoom were down 3.99% at $323.96 at last check Monday.&nbsp;Shares of Zoom are up over 165% in the last year.<blockquote>ZM价格走势：周一最后一次检查时，Zoom股价下跌3.99%，至323.96美元。Zoom的股价去年上涨了165%以上。</blockquote>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Cathie Wood On Why Zoom Will Overtake Old Telecom Infrastructure<blockquote>Cathie Wood谈为什么Zoom将取代旧的电信基础设施</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nCathie Wood On Why Zoom Will Overtake Old Telecom Infrastructure<blockquote>Cathie Wood谈为什么Zoom将取代旧的电信基础设施</blockquote>\n</h2>\n<h4 class=\"meta\">\n<div class=\"head\" \">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\nBenzinga \n2021-03-09 15:53\n</div>\n</div>\n</h4>\n</header>\n<article>\n<img src=\"https://static.tigerbbs.com/83b591ba7af8d887ffdd553e1752e276\" tg-width=\"600\" tg-height=\"400\" referrerpolicy=\"no-referrer\"><blockquote></blockquote> Ark Investment Management Founder and CEO Cathie Wood joined Benzinga’s “Raz Report” last week for an lexclusive interview and&nbsp; shared her takeson several stocks, including <a href=\"https://laohu8.com/S/ZM\">Zoom</a> Video Communications (NASDAQ: ZM).<blockquote>Ark Investment Management创始人兼首席执行官Cathie Wood上周接受Benzinga的《Raz Report》独家采访，分享了她对多只股票的看法，包括<a href=\"https://laohu8.com/S/ZM\">Zoom</a>视频通信（纳斯达克：ZM）。</blockquote> Wood On Zoom: Wood said she was impressed with Zoom’s fourth-quarter earnings report. While many stay-at-home stocks peaked in the summer, Zoom is still seeing strong, triple-digit revenue growth.<blockquote>变焦时的木头：伍德表示，她对Zoom第四季度财报印象深刻。尽管许多居家股票在夏季见顶，但Zoom的收入仍实现了强劲的三位数增长。</blockquote> “Zoom is playing in the largest part of the technology stack out there,” Wood said.<blockquote>“Zoom在技术堆栈中发挥着最大的作用，”伍德说。</blockquote> People don’t understand that Zoom is changing the telecommunications industry, the fund manager said.<blockquote>该基金经理表示，人们不明白Zoom正在改变电信行业。</blockquote> “I think it’s going to usurp a lot of the old telco infrastructure.”<blockquote>“我认为它将侵占许多旧的电信基础设施。”</blockquote> The estimates for Zoom are conservative, she said.<blockquote>她说，对Zoom的估计是保守的。</blockquote> “It’s going to go much higher than that.”<blockquote>“它会比这个高得多。”</blockquote> There is negative sentiment around Zoom right now and questions on the price multiple. Wood views the stock as undervalued and said the multiple will look cheap if the company hits the targets Ark has laid out.<blockquote>目前围绕Zoom存在负面情绪以及对价格倍数的质疑。伍德认为该股被低估，并表示如果该公司达到Ark设定的目标，市盈率将看起来很便宜。</blockquote> “Stay tuned,” Wood said.<blockquote>“敬请关注，”伍德说。</blockquote> Related Link: Roku Will Take Lion’s Share Of Streaming TV Market According To Cathie Wood<blockquote>相关链接：Cathie Wood表示，Roku将占据流媒体电视市场的最大份额</blockquote> Ark Funds and Zoom: Zoom is a key holding in two of the Ark Funds ETFs.<blockquote>方舟基金和Zoom：Zoom是Ark Funds两只ETF的主要持股。</blockquote> The Ark Innovation ETF (NYSE: ARKK) owns 1.9 million shares of Zoom worth $652.9 million. Zoom is the ninth-largest holding in the ETF, representing 3.1% of assets.<blockquote>The方舟创新ETF（纽约证券交易所股票代码：ARKK）拥有190万股Zoom股票，价值6.529亿美元。Zoom是该ETF的第九大持股，占资产的3.1%。</blockquote> The Ark Next Generation Internet ETF (NYSE: ARKW) owns 486 million shares of Zoom worth $164.2 million. Zoom is the tenth largest holding in the ETF, representing 2.4% of assets.<blockquote>The方舟下一代互联网ETF（纽约证券交易所股票代码：ARKW）拥有4.86亿股Zoom股票，价值1.642亿美元。Zoom是该ETF的第十大持股，占资产的2.4%。</blockquote> ZM Price Action: Shares of Zoom were down 3.99% at $323.96 at last check Monday.&nbsp;Shares of Zoom are up over 165% in the last year.<blockquote>ZM价格走势：周一最后一次检查时，Zoom股价下跌3.99%，至323.96美元。Zoom的股价去年上涨了165%以上。</blockquote>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ZM":"Zoom"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2118569418","content_text":"Ark Investment Management Founder and CEO Cathie Wood joined Benzinga’s “Raz Report” last week for an lexclusive interview and  shared her takeson several stocks, including Zoom Video Communications (NASDAQ: ZM).\nWood On Zoom: Wood said she was impressed with Zoom’s fourth-quarter earnings report. While many stay-at-home stocks peaked in the summer, Zoom is still seeing strong, triple-digit revenue growth.\n“Zoom is playing in the largest part of the technology stack out there,” Wood said.\nPeople don’t understand that Zoom is changing the telecommunications industry, the fund manager said.\n“I think it’s going to usurp a lot of the old telco infrastructure.”\nThe estimates for Zoom are conservative, she said.\n“It’s going to go much higher than that.”\nThere is negative sentiment around Zoom right now and questions on the price multiple. Wood views the stock as undervalued and said the multiple will look cheap if the company hits the targets Ark has laid out.\n“Stay tuned,” Wood said.\nRelated Link: Roku Will Take Lion’s Share Of Streaming TV Market According To Cathie Wood\nArk Funds and Zoom: Zoom is a key holding in two of the Ark Funds ETFs.\nThe Ark Innovation ETF (NYSE: ARKK) owns 1.9 million shares of Zoom worth $652.9 million. Zoom is the ninth-largest holding in the ETF, representing 3.1% of assets.\nThe Ark Next Generation Internet ETF (NYSE: ARKW) owns 486 million shares of Zoom worth $164.2 million. Zoom is the tenth largest holding in the ETF, representing 2.4% of assets.\nZM Price Action: Shares of Zoom were down 3.99% at $323.96 at last check Monday. Shares of Zoom are up over 165% in the last year.","news_type":1,"symbols_score_info":{"ARKIU":0.9,"ZM":0.9}},"isVote":1,"tweetType":1,"viewCount":503,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":4,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/329708300"}