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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 将超越旧的电信基础设施</blockquote>
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While many stay-at-home stocks peaked in the summer, Zoom is still seeing strong, triple-digit revenue growth.</p><p><blockquote><b>变焦中的木材:</b>伍德说,Zoom 第四季度财报给她留下了深刻的印象。虽然许多居家办公股票在夏季达到顶峰,但 Zoom 的收入仍实现了强劲的三位数增长。</blockquote></p><p> “Zoom is playing in the largest part of the technology stack out there,” Wood said.</p><p><blockquote>“伍德说:”Zoom 正在发挥最大的技术作用。</blockquote></p><p> People don’t understand that Zoom is changing the telecommunications industry, the fund manager said.</p><p><blockquote>这位基金经理说,人们不明白 Zoom 正在改变电信行业。</blockquote></p><p> “I think it’s going to usurp a lot of the old telco infrastructure.”</p><p><blockquote>“我认为这将侵占很多旧的电信基础设施”。</blockquote></p><p> The estimates for Zoom are conservative, she said.</p><p><blockquote>她说,对Zoom的估计是保守的。</blockquote></p><p> “It’s going to go much higher than that.”</p><p><blockquote>“会比这高得多”。</blockquote></p><p> 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.</p><p><blockquote>目前 Zoom 存在负面情绪,并且对价格倍数存在疑问。伍德认为该股被低估,并表示如果该公司达到方舟设定的目标,该市盈率将看起来很便宜。</blockquote></p><p> “Stay tuned,” Wood said.</p><p><blockquote>“伍德说:”敬请期待。</blockquote></p><p> <i>Related Link: Roku Will Take Lion’s Share Of Streaming TV Market According To Cathie Wood</i></p><p><blockquote><i>相关链接: 凯茜-伍德(Cathie Wood)称,Roku将占据流媒体电视市场的最大份额</i></blockquote></p><p> <b>Ark Funds and Zoom:</b> Zoom is a key holding in two of the Ark Funds ETFs.</p><p><blockquote><b>方舟基金和缩放:</b>Zoom 是两只 Ark Funds ETF 的主要持股。</blockquote></p><p> The <b>Ark Innovation ETF</b> (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.</p><p><blockquote>这个<b>方舟创新ETF</b>(纽约证券交易所代码: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></p><p> The <b>Ark Next Generation Internet ETF</b> (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.</p><p><blockquote>这个<b>方舟下一代互联网ETF</b>(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></p><p> <b>ZM Price Action:</b> 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.</p><p><blockquote><b>ZM价格走势:</b>周一最后一次检查时,Zoom 股价下跌 3.99%,至 323.96 美元。去年,Zoom 的股价上涨了 165% 以上。</blockquote></p><p></p>","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 将超越旧的电信基础设施</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 将超越旧的电信基础设施</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\">\n<p class=\"h-name\">Benzinga Earnings </p>\n<p class=\"h-time smaller\">2021-03-09 15:53</p>\n</div>\n</div>\n</h4>\n</header>\n<article>\n<p><img src=\"https://static.tigerbbs.com/83b591ba7af8d887ffdd553e1752e276\" tg-width=\"600\" tg-height=\"400\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> 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<b> <a href=\"https://laohu8.com/S/ZM\">Zoom</a> Video Communications </b>(NASDAQ: ZM).</p><p><blockquote>Ark Investment Management 创始人兼首席执行官 Cathie Wood 上周接受了 Benzinga 的 “Raz Report ”的独家采访,并分享了她持有的几只股票,包括<b><a href=\"https://laohu8.com/S/ZM\">缩放</a>视频通信</b>(纳斯达克:ZM)。</blockquote></p><p> <b>Wood On Zoom:</b> 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.</p><p><blockquote><b>变焦中的木材:</b>伍德说,Zoom 第四季度财报给她留下了深刻的印象。虽然许多居家办公股票在夏季达到顶峰,但 Zoom 的收入仍实现了强劲的三位数增长。</blockquote></p><p> “Zoom is playing in the largest part of the technology stack out there,” Wood said.</p><p><blockquote>“伍德说:”Zoom 正在发挥最大的技术作用。</blockquote></p><p> People don’t understand that Zoom is changing the telecommunications industry, the fund manager said.</p><p><blockquote>这位基金经理说,人们不明白 Zoom 正在改变电信行业。</blockquote></p><p> “I think it’s going to usurp a lot of the old telco infrastructure.”</p><p><blockquote>“我认为这将侵占很多旧的电信基础设施”。</blockquote></p><p> The estimates for Zoom are conservative, she said.</p><p><blockquote>她说,对Zoom的估计是保守的。</blockquote></p><p> “It’s going to go much higher than that.”</p><p><blockquote>“会比这高得多”。</blockquote></p><p> 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.</p><p><blockquote>目前 Zoom 存在负面情绪,并且对价格倍数存在疑问。伍德认为该股被低估,并表示如果该公司达到方舟设定的目标,该市盈率将看起来很便宜。</blockquote></p><p> “Stay tuned,” Wood said.</p><p><blockquote>“伍德说:”敬请期待。</blockquote></p><p> <i>Related Link: Roku Will Take Lion’s Share Of Streaming TV Market According To Cathie Wood</i></p><p><blockquote><i>相关链接: 凯茜-伍德(Cathie Wood)称,Roku将占据流媒体电视市场的最大份额</i></blockquote></p><p> <b>Ark Funds and Zoom:</b> Zoom is a key holding in two of the Ark Funds ETFs.</p><p><blockquote><b>方舟基金和缩放:</b>Zoom 是两只 Ark Funds ETF 的主要持股。</blockquote></p><p> The <b>Ark Innovation ETF</b> (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.</p><p><blockquote>这个<b>方舟创新ETF</b>(纽约证券交易所代码: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></p><p> The <b>Ark Next Generation Internet ETF</b> (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.</p><p><blockquote>这个<b>方舟下一代互联网ETF</b>(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></p><p> <b>ZM Price Action:</b> 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.</p><p><blockquote><b>ZM价格走势:</b>周一最后一次检查时,Zoom 股价下跌 3.99%,至 323.96 美元。去年,Zoom 的股价上涨了 165% 以上。</blockquote></p><p></p>\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":{"ZM":0.9,"ARKIU":0.9}},"isVote":1,"tweetType":1,"viewCount":774,"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":2,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/329709279"}
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