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2021-04-01
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Microsoft Tightening Tentacles Around Pentagon With $22B AR Headset Deal, Says Analyst<blockquote>分析师称，微软通过 220 亿美元的 AR 耳机交易收紧了对五角大楼的触角</blockquote>
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What are your views?","highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":3,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/357864919","repostId":2124209510,"repostType":4,"repost":{"id":"2124209510","kind":"news","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga Earnings","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1617259595,"share":"https://www.laohunote.com/m/news/2124209510?lang=zh_CN&edition=full","pubTime":"2021-04-01 14:46","market":"us","language":"en","title":"Microsoft Tightening Tentacles Around Pentagon With $22B AR Headset Deal, Says Analyst<blockquote>分析师称，微软通过 220 亿美元的 AR 耳机交易收紧了对五角大楼的触角</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2124209510","media":"Benzinga Earnings","summary":"Microsoft Corporation’s (NASDAQ: MSFT) $21.9 billion deal with the U.S. Army to build customized aug","content":"<p><b>Microsoft Corporation’s</b> (NASDAQ: MSFT) $21.9 billion deal with the U.S. Army to build customized augmented reality headsets shows the company is tightening its hold over defense deals and gaining share over its rivals, as per Wedbush analyst Daniel Ives.</p><p><blockquote><b>微软公司</b>（纳斯达克：MSFT）与美国达成 219 亿美元的交易。Wedbush 分析师丹尼尔·艾夫斯 (Daniel Ives) 表示，陆军将制造定制的增强现实耳机表明，该公司正在收紧对国防交易的控制，并从竞争对手中获得份额。</blockquote></p><p><b>What Happened: </b>Ives said in a note on Wednesday that the headset deal, which arrives on top of its recent historical cloud Joint Enterprise Defense Infrastructure Cloud win, is a pointer that the company is “tightening its grip” with the Department of Defense and Pentagon.</p><p><blockquote><b>发生了什么：</b>艾夫斯在周三的一份说明中说，这笔耳机交易是在该公司最近历史性地赢得云合资企业国防基础设施云（Defense Infrastructure Cloud）的基础上达成的，这表明该公司正在 “加强对国防部和五角大楼的控制”。</blockquote></p><p>The analyst sees Microsoft gaining shares from companies such as <b>Amazon.com, Inc </b>(NASDAQ: AMZN) and its cloud subsidiary Amazon Web Services.</p><p><blockquote>分析师认为微软正在从以下公司获得股票：<b>亚马逊公司</b>（纳斯达克：AMZN）及其云子公司亚马逊网络服务。</blockquote></p><p>Notably, Amazon has challenged Micorosft’s billion JEDI contract legally.</p><p><blockquote>值得注意的是，亚马逊对 Micorosft 的 billion JEDI 合同提出了法律质疑。</blockquote></p><p>“This is another deal that speaks to MSFT's broad tentacles of products across the Azure cloud ecosystem and AR front that enables Nadella & Co. to flex its muscles within the Beltway,” wrote Ives.</p><p><blockquote>“艾夫斯写道：”这是另一笔交易，它体现了 MSFT 在 Azure 云生态系统和 AR 领域的广泛产品触角，使纳德拉公司能够在环城公路内大展身手。</blockquote></p><p>Ives maintained his Outperform rating on Microsoft and has a price target of $231.85.</p><p><blockquote>艾夫斯维持微软跑赢大盘评级，目标价为 231.85 美元。</blockquote></p><p><b>Why It Matters: </b>In excess of 120,000 of the headsets, based on Microsoft’s Holo Lens headset, would be delivered over a decade to the army, the Wall Street Journal reported Wednesday.</p><p><blockquote><b>为什么重要：</b>据《华尔街日报》周三报道，基于微软 Holo Lens 耳机的 12 万多台耳机将在十多年内交付给军队。</blockquote></p><p>Microsoft reportedly said that the latest headsets will keep soldiers safer and make them more effective by enhancing situational awareness and providing them training opportunities.</p><p><blockquote>据报道，微软表示，最新的耳机将通过增强态势感知和为士兵提供训练机会，使士兵更加安全，并使他们更加有效。</blockquote></p><p>The headsets will reportedly run software made by the Redmond, Washington-based tech giant, and will be supported by its Azure cloud-computing service.</p><p><blockquote>据报道，这些耳机将运行这家总部位于华盛顿州雷德蒙德的科技巨头开发的软件，并将由其 Azure 云计算服务提供支持。</blockquote></p><p>In 2018, the Satya Nadella-led company won a $480 million contract to supply the army with 100,000 modified HoloLens headsets, noted the Journal.</p><p><blockquote>《华尔街日报》指出，2018 年，萨蒂亚·纳德拉 (Satya Nadella) 领导的公司赢得了一份价值 4.8 亿美元的合同，为陆军提供 10 万台改装的 HoloLens 耳机。</blockquote></p><p>The AR race is heating up. Tech rival <b>Apple Inc</b> (NASDAQ: AAPL) is rumored to be working on an AR headset that features eye-tracking and Iris recognition.</p><p><blockquote>AR竞赛正在升温。技术竞争对手<b>苹果公司</b>（纳斯达克：AAPL）据传正在开发一款具有眼球追踪和虹膜识别功能的AR耳机。</blockquote></p><p>On Wednesday, it was reported that Snapchat parent<b> <a href=\"https://laohu8.com/S/SNAP\">Snap Inc</a> </b>(NYSE: SNAP) is planning next-generation of smart glasses that allow users to AR effects.</p><p><blockquote>周三，据报道，Snapchat母公司<b><a href=\"https://laohu8.com/S/SNAP\">Snap公司</a></b>（纽约证券交易所代码：SNAP）正在规划下一代智能眼镜，允许用户获得AR效果。</blockquote></p><p><b>Price Action: </b>Microsoft shares closed nearly 1.7% higher at $235.77 on Wednesday and gained 0.75% in the after-hours trading.</p><p><blockquote><b>价格行为：</b>微软股价周三收盘上涨近 1.7%，至 235.77 美元，盘后交易中上涨 0.75%。</blockquote></p><p>Latest Ratings for MSFT</p><p><blockquote>MSFT 的最新评级</blockquote></p><p><table><tbody><tr><th>Date</th><th>Firm</th><th>Action</th><th>From</th><th>To</th></tr></tbody><tbody><tr><td>Mar 2021</td><td><a href=\"https://laohu8.com/S/MSTLW\">Morgan Stanley</a></td><td>Maintains</td><td></td><td>Overweight</td></tr><tr><td>Feb 2021</td><td>Wedbush</td><td>Maintains</td><td></td><td>Outperform</td></tr><tr><td>Feb 2021</td><td>Piper Sandler</td><td>Reiterates</td><td></td><td>Overweight</td></tr></tbody></table></p><p><blockquote><table><tbody><tr><th>日期</th><th>公司</th><th>行动</th><th>来自</th><th>二</th></tr></tbody><tbody><tr><td>2021年3月</td><td><a href=\"https://laohu8.com/S/MSTLW\">摩根士丹利</a></td><td>维持</td><td></td><td>跑赢大盘</td></tr><tr><td>2021年2月</td><td>韦德布什</td><td>维持</td><td></td><td>跑赢大盘</td></tr><tr><td>2021年2月</td><td>派珀·桑德勒</td><td>重申</td><td></td><td>跑赢大盘</td></tr></tbody></table></blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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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\">\nMicrosoft Tightening Tentacles Around Pentagon With $22B AR Headset Deal, Says Analyst<blockquote>分析师称，微软通过 220 亿美元的 AR 耳机交易收紧了对五角大楼的触角</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\">2021-04-01 14:46</p>\n</div>\n</div>\n</h4>\n</header>\n<article>\n<p><b>Microsoft Corporation’s</b> (NASDAQ: MSFT) $21.9 billion deal with the U.S. Army to build customized augmented reality headsets shows the company is tightening its hold over defense deals and gaining share over its rivals, as per Wedbush analyst Daniel Ives.</p><p><blockquote><b>微软公司</b>（纳斯达克：MSFT）与美国达成 219 亿美元的交易。Wedbush 分析师丹尼尔·艾夫斯 (Daniel Ives) 表示，陆军将制造定制的增强现实耳机表明，该公司正在收紧对国防交易的控制，并从竞争对手中获得份额。</blockquote></p><p><b>What Happened: </b>Ives said in a note on Wednesday that the headset deal, which arrives on top of its recent historical cloud Joint Enterprise Defense Infrastructure Cloud win, is a pointer that the company is “tightening its grip” with the Department of Defense and Pentagon.</p><p><blockquote><b>发生了什么：</b>艾夫斯在周三的一份说明中说，这笔耳机交易是在该公司最近历史性地赢得云合资企业国防基础设施云（Defense Infrastructure Cloud）的基础上达成的，这表明该公司正在 “加强对国防部和五角大楼的控制”。</blockquote></p><p>The analyst sees Microsoft gaining shares from companies such as <b>Amazon.com, Inc </b>(NASDAQ: AMZN) and its cloud subsidiary Amazon Web Services.</p><p><blockquote>分析师认为微软正在从以下公司获得股票：<b>亚马逊公司</b>（纳斯达克：AMZN）及其云子公司亚马逊网络服务。</blockquote></p><p>Notably, Amazon has challenged Micorosft’s billion JEDI contract legally.</p><p><blockquote>值得注意的是，亚马逊对 Micorosft 的 billion JEDI 合同提出了法律质疑。</blockquote></p><p>“This is another deal that speaks to MSFT's broad tentacles of products across the Azure cloud ecosystem and AR front that enables Nadella & Co. to flex its muscles within the Beltway,” wrote Ives.</p><p><blockquote>“艾夫斯写道：”这是另一笔交易，它体现了 MSFT 在 Azure 云生态系统和 AR 领域的广泛产品触角，使纳德拉公司能够在环城公路内大展身手。</blockquote></p><p>Ives maintained his Outperform rating on Microsoft and has a price target of $231.85.</p><p><blockquote>艾夫斯维持微软跑赢大盘评级，目标价为 231.85 美元。</blockquote></p><p><b>Why It Matters: </b>In excess of 120,000 of the headsets, based on Microsoft’s Holo Lens headset, would be delivered over a decade to the army, the Wall Street Journal reported Wednesday.</p><p><blockquote><b>为什么重要：</b>据《华尔街日报》周三报道，基于微软 Holo Lens 耳机的 12 万多台耳机将在十多年内交付给军队。</blockquote></p><p>Microsoft reportedly said that the latest headsets will keep soldiers safer and make them more effective by enhancing situational awareness and providing them training opportunities.</p><p><blockquote>据报道，微软表示，最新的耳机将通过增强态势感知和为士兵提供训练机会，使士兵更加安全，并使他们更加有效。</blockquote></p><p>The headsets will reportedly run software made by the Redmond, Washington-based tech giant, and will be supported by its Azure cloud-computing service.</p><p><blockquote>据报道，这些耳机将运行这家总部位于华盛顿州雷德蒙德的科技巨头开发的软件，并将由其 Azure 云计算服务提供支持。</blockquote></p><p>In 2018, the Satya Nadella-led company won a $480 million contract to supply the army with 100,000 modified HoloLens headsets, noted the Journal.</p><p><blockquote>《华尔街日报》指出，2018 年，萨蒂亚·纳德拉 (Satya Nadella) 领导的公司赢得了一份价值 4.8 亿美元的合同，为陆军提供 10 万台改装的 HoloLens 耳机。</blockquote></p><p>The AR race is heating up. Tech rival <b>Apple Inc</b> (NASDAQ: AAPL) is rumored to be working on an AR headset that features eye-tracking and Iris recognition.</p><p><blockquote>AR竞赛正在升温。技术竞争对手<b>苹果公司</b>（纳斯达克：AAPL）据传正在开发一款具有眼球追踪和虹膜识别功能的AR耳机。</blockquote></p><p>On Wednesday, it was reported that Snapchat parent<b> <a href=\"https://laohu8.com/S/SNAP\">Snap Inc</a> </b>(NYSE: SNAP) is planning next-generation of smart glasses that allow users to AR effects.</p><p><blockquote>周三，据报道，Snapchat母公司<b><a href=\"https://laohu8.com/S/SNAP\">Snap公司</a></b>（纽约证券交易所代码：SNAP）正在规划下一代智能眼镜，允许用户获得AR效果。</blockquote></p><p><b>Price Action: </b>Microsoft shares closed nearly 1.7% higher at $235.77 on Wednesday and gained 0.75% in the after-hours trading.</p><p><blockquote><b>价格行为：</b>微软股价周三收盘上涨近 1.7%，至 235.77 美元，盘后交易中上涨 0.75%。</blockquote></p><p>Latest Ratings for MSFT</p><p><blockquote>MSFT 的最新评级</blockquote></p><p><table><tbody><tr><th>Date</th><th>Firm</th><th>Action</th><th>From</th><th>To</th></tr></tbody><tbody><tr><td>Mar 2021</td><td><a href=\"https://laohu8.com/S/MSTLW\">Morgan Stanley</a></td><td>Maintains</td><td></td><td>Overweight</td></tr><tr><td>Feb 2021</td><td>Wedbush</td><td>Maintains</td><td></td><td>Outperform</td></tr><tr><td>Feb 2021</td><td>Piper Sandler</td><td>Reiterates</td><td></td><td>Overweight</td></tr></tbody></table></p><p><blockquote><table><tbody><tr><th>日期</th><th>公司</th><th>行动</th><th>来自</th><th>二</th></tr></tbody><tbody><tr><td>2021年3月</td><td><a href=\"https://laohu8.com/S/MSTLW\">摩根士丹利</a></td><td>维持</td><td></td><td>跑赢大盘</td></tr><tr><td>2021年2月</td><td>韦德布什</td><td>维持</td><td></td><td>跑赢大盘</td></tr><tr><td>2021年2月</td><td>派珀·桑德勒</td><td>重申</td><td></td><td>跑赢大盘</td></tr></tbody></table></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊","09086":"华夏纳指-U","MSFT":"微软","03086":"华夏纳指"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2124209510","content_text":"Microsoft Corporation’s (NASDAQ: MSFT) $21.9 billion deal with the U.S. Army to build customized augmented reality headsets shows the company is tightening its hold over defense deals and gaining share over its rivals, as per Wedbush analyst Daniel Ives.What Happened: Ives said in a note on Wednesday that the headset deal, which arrives on top of its recent historical cloud Joint Enterprise Defense Infrastructure Cloud win, is a pointer that the company is “tightening its grip” with the Department of Defense and Pentagon.The analyst sees Microsoft gaining shares from companies such as Amazon.com, Inc (NASDAQ: AMZN) and its cloud subsidiary Amazon Web Services.Notably, Amazon has challenged Micorosft’s billion JEDI contract legally.“This is another deal that speaks to MSFT's broad tentacles of products across the Azure cloud ecosystem and AR front that enables Nadella & Co. to flex its muscles within the Beltway,” wrote Ives.Ives maintained his Outperform rating on Microsoft and has a price target of $231.85.Why It Matters: In excess of 120,000 of the headsets, based on Microsoft’s Holo Lens headset, would be delivered over a decade to the army, the Wall Street Journal reported Wednesday.Microsoft reportedly said that the latest headsets will keep soldiers safer and make them more effective by enhancing situational awareness and providing them training opportunities.The headsets will reportedly run software made by the Redmond, Washington-based tech giant, and will be supported by its Azure cloud-computing service.In 2018, the Satya Nadella-led company won a $480 million contract to supply the army with 100,000 modified HoloLens headsets, noted the Journal.The AR race is heating up. Tech rival Apple Inc (NASDAQ: AAPL) is rumored to be working on an AR headset that features eye-tracking and Iris recognition.On Wednesday, it was reported that Snapchat parent Snap Inc (NYSE: SNAP) is planning next-generation of smart glasses that allow users to AR effects.Price Action: Microsoft shares closed nearly 1.7% higher at $235.77 on Wednesday and gained 0.75% in the after-hours trading.Latest Ratings for MSFTDateFirmActionFromToMar 2021Morgan StanleyMaintainsOverweightFeb 2021WedbushMaintainsOutperformFeb 2021Piper SandlerReiteratesOverweight","news_type":1,"symbols_score_info":{"09086":0.9,"AMZN":0.9,"03086":0.9,"MSFT":0.9}},"isVote":1,"tweetType":1,"viewCount":710,"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":26,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/357864919"}
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