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2022-01-05

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Why Zoom Video Communications, Zscaler, and Just Eat Takeaway.com Fell Hard<blockquote>为什么Zoom Video通信、Zscaler和Just Eat Takeaway.com重挫</blockquote>

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Zoom and Zscaler were actually down by much more earlier in the trading session before recovering.<blockquote>本公司之股份Zoom Video通信公司（纳斯达克：ZM），Zscaler（纳斯达克：ZS），以及就吃外卖网（纳斯达克：GRUB）周二收盘分别下跌2.4%、6.7%和8.1%。Zoom和Zscaler实际上在交易时段早些时候下跌了更多，然后才恢复。</blockquote>This may be a situation where good news for the broader economy means bad news for these particular companies, all of which benefited greatly from the pandemic. But on Tuesday, it appeared that traders&#39; recent concerns about the impact of the omicron coronavirus variant were diminishing, and long-term bond yields and oil prices rose, putting pressure on these &#34;stay at home&#34; growth stocks.<blockquote>在这种情况下，整体经济的好消息对这些特定公司来说可能意味着坏消息，所有这些公司都从疫情中受益匪浅。但周二，交易员近期对奥密克戎新冠病毒变种影响的担忧似乎正在减弱，长期债券收益率和油价上涨，给这些“宅在家里”的成长股带来压力。</blockquote><img src=\"https://static.tigerbbs.com/2374be609ab45d221143fa0dc747163c\" tg-width=\"700\" tg-height=\"458\" width=\"100%\" height=\"auto\"/>IMAGE SOURCE: GETTY IMAGES.<blockquote>图片来源：盖蒂图片社。</blockquote>So what<blockquote>那又怎样</blockquote>None of the aforementioned companies made any specific announcements Tuesday, so their sell-offs likely had more to do with macroeconomic factors. On Tuesday, the 10-year Treasury bond yield and the price of crude oil both rose, indicating that investors may be anticipating both a strengthening economy and a relatively rapid emergence from the sharp omicron surge now impacting the country.<blockquote>上述公司周二均未发布任何具体公告，因此其抛售可能与宏观经济因素有更多关系。周二，10年期国债收益率和原油价格双双上涨，表明投资者可能预计经济将走强，并相对较快地摆脱目前影响该国的奥密克戎大幅飙升。</blockquote>In recent days, former Food and Drug Administration Commissioner Dr. Scott Gottlieb stated publicly via a variety of media outlets that the omicron surge in the hardest-hit parts of the U.S. may reach its peak in a couple of weeks, and that the national peak could possibly occur in February.<blockquote>最近几天，前美国食品药品监督管理局局长Scott Gottlieb博士通过各种媒体公开表示，美国受灾最严重地区的奥密克戎激增可能会在几周内达到顶峰，全国高峰可能会出现在二月份。</blockquote>Good news on the economy means good news for stocks, right? Well, not for these particular stocks. Obviously, Zoom soared early in the pandemic as people learned how to work, teach, and communicate from home through its easy-to-use platform. Tens of millions of employees suddenly working from home and accessing their companies&#39; systems via the cloud also made organizations more vulnerable to cyberattacks, boosting demand for the services of cybersecurity specialist Zscaler. And obviously, when people are afraid (or unable) to go to restaurants or grocery stores, they&#39;ll be more likely to turn to services like Grubhub, which was purchased by Just Eat Takeaway in June 2020. So any reason for optimism about the future course of the pandemic is bad news for these stocks.<blockquote>经济的好消息意味着股票的好消息，对吗？嗯，不适用于这些特定的股票。显然，随着人们通过其易于使用的平台学习如何在家工作、教学和交流，Zoom在疫情早期飙升。数千万员工突然在家工作并通过云访问公司系统，这也使组织更容易受到网络攻击，从而增加了对网络安全专家Zscaler服务的需求。显然，当人们害怕（或无法）去餐馆或杂货店时，他们更有可能转向Grubhub等服务，该公司于2020年6月被Just Eat Takeaway收购。因此，任何对疫情未来进程持乐观态度的理由对这些股票来说都是坏消息。</blockquote>Not only that, but the aforementioned companies are also growth stocks that are still trading at high valuations, even after a difficult November and December. Zoom&#39;s share price looks more reasonable after it was cut in half over the past year, but it still trades at 48 times earnings -- not exactly a bargain if its growth rate meaningfully decelerates. Zscaler will continue to help enterprises improve their cybersecurity regardless of what social distancing measures they need to take, but it trades at a whopping 55 times sales -- not earnings,sales. Just Eat also isn&#39;t profitable today, and probably won&#39;t be for a while due to wage pressures and management&#39;s continued investment in growth.<blockquote>不仅如此，前述公司也是成长股，即使在经历了艰难的11月和12月后，仍在高估值下交易。Zoom的股价在过去一年减半后看起来更加合理，但其市盈率仍为48倍——如果其增长率大幅放缓，这并不便宜。无论企业需要采取何种社交距离措施，Zscaler都将继续帮助企业提高网络安全，但它的交易价格高达销售额（而不是收益）的55倍，销售.Just Eat目前也没有盈利，而且由于工资压力和管理层对增长的持续投资，可能在一段时间内不会盈利。</blockquote>So what<blockquote>那又怎样</blockquote>For young investors, I still think growth stocks are the place to be over the long term. However, the market could actually be entering a rocky period for high-growth software and internet plays that aren&#39;t yet making material net profits.<blockquote>对于年轻投资者来说，我仍然认为成长型股票是长期投资的地方。然而，对于尚未获得实质性净利润的高增长软件和互联网游戏来说，市场实际上可能正在进入一个动荡时期。</blockquote>As the economy continues to reopen and interest rates rise, investors may feel the need to shift more of their assets into lower-valued sectors such as financials and energy, which have lagged the technology sector over much of the past decade -- and especially during the pandemic. It may not be exactly like the dot-com crash of 2000, but the market may well begin to favor non-technology sectors in 2022.<blockquote>随着经济继续重新开放和利率上升，投资者可能会觉得有必要将更多资产转移到金融和能源等估值较低的行业，这些行业在过去十年的大部分时间里都落后于科技行业，尤其是在疫情期间。这可能不完全像2000年的互联网崩盘，但市场很可能在2022年开始青睐非科技行业。</blockquote>Some investors may wish to hold onto these tech companies through the volatility for the long term, but you&#39;ll really have to believe in them strongly, given the valuation pressures and the way that investor sentiment is gravitating elsewhere.<blockquote>一些投资者可能希望在波动中长期持有这些科技公司，但考虑到估值压力和投资者情绪被其他地方吸引的方式，你确实必须坚信它们。</blockquote></body></html><blockquote></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>Why Zoom Video Communications, Zscaler, and Just Eat Takeaway.com Fell Hard<blockquote>为什么Zoom Video通信、Zscaler和Just Eat Takeaway.com重挫</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\">\nWhy Zoom Video Communications, Zscaler, and Just Eat Takeaway.com Fell Hard<blockquote>为什么Zoom Video通信、Zscaler和Just Eat Takeaway.com重挫</blockquote>\n</h2>\n<h4 class=\"meta\">\n\nMotley Fool2022-01-05 10:16\n\n</h4>\n</header>\n<article>\n<html><head></head><body>What happened<blockquote><html><head></head><body>发生了什么</body></html></blockquote>Shares of Zoom Video Communications(NASDAQ:ZM),Zscaler(NASDAQ:ZS), and Just Eat Takeaway.com(NASDAQ:GRUB)finished Tuesday down by 2.4%, 6.7%, and 8.1%, respectively. Zoom and Zscaler were actually down by much more earlier in the trading session before recovering.<blockquote>本公司之股份Zoom Video通信公司（纳斯达克：ZM），Zscaler（纳斯达克：ZS），以及就吃外卖网（纳斯达克：GRUB）周二收盘分别下跌2.4%、6.7%和8.1%。Zoom和Zscaler实际上在交易时段早些时候下跌了更多，然后才恢复。</blockquote>This may be a situation where good news for the broader economy means bad news for these particular companies, all of which benefited greatly from the pandemic. But on Tuesday, it appeared that traders&#39; recent concerns about the impact of the omicron coronavirus variant were diminishing, and long-term bond yields and oil prices rose, putting pressure on these &#34;stay at home&#34; growth stocks.<blockquote>在这种情况下，整体经济的好消息对这些特定公司来说可能意味着坏消息，所有这些公司都从疫情中受益匪浅。但周二，交易员近期对奥密克戎新冠病毒变种影响的担忧似乎正在减弱，长期债券收益率和油价上涨，给这些“宅在家里”的成长股带来压力。</blockquote><img src=\"https://static.tigerbbs.com/2374be609ab45d221143fa0dc747163c\" tg-width=\"700\" tg-height=\"458\" width=\"100%\" height=\"auto\"/>IMAGE SOURCE: GETTY IMAGES.<blockquote>图片来源：盖蒂图片社。</blockquote>So what<blockquote>那又怎样</blockquote>None of the aforementioned companies made any specific announcements Tuesday, so their sell-offs likely had more to do with macroeconomic factors. On Tuesday, the 10-year Treasury bond yield and the price of crude oil both rose, indicating that investors may be anticipating both a strengthening economy and a relatively rapid emergence from the sharp omicron surge now impacting the country.<blockquote>上述公司周二均未发布任何具体公告，因此其抛售可能与宏观经济因素有更多关系。周二，10年期国债收益率和原油价格双双上涨，表明投资者可能预计经济将走强，并相对较快地摆脱目前影响该国的奥密克戎大幅飙升。</blockquote>In recent days, former Food and Drug Administration Commissioner Dr. Scott Gottlieb stated publicly via a variety of media outlets that the omicron surge in the hardest-hit parts of the U.S. may reach its peak in a couple of weeks, and that the national peak could possibly occur in February.<blockquote>最近几天，前美国食品药品监督管理局局长Scott Gottlieb博士通过各种媒体公开表示，美国受灾最严重地区的奥密克戎激增可能会在几周内达到顶峰，全国高峰可能会出现在二月份。</blockquote>Good news on the economy means good news for stocks, right? Well, not for these particular stocks. Obviously, Zoom soared early in the pandemic as people learned how to work, teach, and communicate from home through its easy-to-use platform. Tens of millions of employees suddenly working from home and accessing their companies&#39; systems via the cloud also made organizations more vulnerable to cyberattacks, boosting demand for the services of cybersecurity specialist Zscaler. And obviously, when people are afraid (or unable) to go to restaurants or grocery stores, they&#39;ll be more likely to turn to services like Grubhub, which was purchased by Just Eat Takeaway in June 2020. So any reason for optimism about the future course of the pandemic is bad news for these stocks.<blockquote>经济的好消息意味着股票的好消息，对吗？嗯，不适用于这些特定的股票。显然，随着人们通过其易于使用的平台学习如何在家工作、教学和交流，Zoom在疫情早期飙升。数千万员工突然在家工作并通过云访问公司系统，这也使组织更容易受到网络攻击，从而增加了对网络安全专家Zscaler服务的需求。显然，当人们害怕（或无法）去餐馆或杂货店时，他们更有可能转向Grubhub等服务，该公司于2020年6月被Just Eat Takeaway收购。因此，任何对疫情未来进程持乐观态度的理由对这些股票来说都是坏消息。</blockquote>Not only that, but the aforementioned companies are also growth stocks that are still trading at high valuations, even after a difficult November and December. Zoom&#39;s share price looks more reasonable after it was cut in half over the past year, but it still trades at 48 times earnings -- not exactly a bargain if its growth rate meaningfully decelerates. Zscaler will continue to help enterprises improve their cybersecurity regardless of what social distancing measures they need to take, but it trades at a whopping 55 times sales -- not earnings,sales. Just Eat also isn&#39;t profitable today, and probably won&#39;t be for a while due to wage pressures and management&#39;s continued investment in growth.<blockquote>不仅如此，前述公司也是成长股，即使在经历了艰难的11月和12月后，仍在高估值下交易。Zoom的股价在过去一年减半后看起来更加合理，但其市盈率仍为48倍——如果其增长率大幅放缓，这并不便宜。无论企业需要采取何种社交距离措施，Zscaler都将继续帮助企业提高网络安全，但它的交易价格高达销售额（而不是收益）的55倍，销售.Just Eat目前也没有盈利，而且由于工资压力和管理层对增长的持续投资，可能在一段时间内不会盈利。</blockquote>So what<blockquote>那又怎样</blockquote>For young investors, I still think growth stocks are the place to be over the long term. However, the market could actually be entering a rocky period for high-growth software and internet plays that aren&#39;t yet making material net profits.<blockquote>对于年轻投资者来说，我仍然认为成长型股票是长期投资的地方。然而，对于尚未获得实质性净利润的高增长软件和互联网游戏来说，市场实际上可能正在进入一个动荡时期。</blockquote>As the economy continues to reopen and interest rates rise, investors may feel the need to shift more of their assets into lower-valued sectors such as financials and energy, which have lagged the technology sector over much of the past decade -- and especially during the pandemic. It may not be exactly like the dot-com crash of 2000, but the market may well begin to favor non-technology sectors in 2022.<blockquote>随着经济继续重新开放和利率上升，投资者可能会觉得有必要将更多资产转移到金融和能源等估值较低的行业，这些行业在过去十年的大部分时间里都落后于科技行业，尤其是在疫情期间。这可能不完全像2000年的互联网崩盘，但市场很可能在2022年开始青睐非科技行业。</blockquote>Some investors may wish to hold onto these tech companies through the volatility for the long term, but you&#39;ll really have to believe in them strongly, given the valuation pressures and the way that investor sentiment is gravitating elsewhere.<blockquote>一些投资者可能希望在波动中长期持有这些科技公司，但考虑到估值压力和投资者情绪被其他地方吸引的方式，你确实必须坚信它们。</blockquote></body></html><blockquote></blockquote>\n<div class=\"bt-text\">\n\n\n 来源：<a href=\"https://www.fool.com/investing/2022/01/04/why-zoom-video-zscaler-and-just-eat-takeaway-fell/\">Motley Fool</a>\n为提升您的阅读体验，我们对本页面进行了排版优化\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ZS":"Zscaler Inc.","ZM":"Zoom"},"source_url":"https://www.fool.com/investing/2022/01/04/why-zoom-video-zscaler-and-just-eat-takeaway-fell/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1141017759","content_text":"What happenedShares of Zoom Video Communications(NASDAQ:ZM),Zscaler(NASDAQ:ZS), and Just Eat Takeaway.com(NASDAQ:GRUB)finished Tuesday down by 2.4%, 6.7%, and 8.1%, respectively. Zoom and Zscaler were actually down by much more earlier in the trading session before recovering.This may be a situation where good news for the broader economy means bad news for these particular companies, all of which benefited greatly from the pandemic. But on Tuesday, it appeared that traders' recent concerns about the impact of the omicron coronavirus variant were diminishing, and long-term bond yields and oil prices rose, putting pressure on these \"stay at home\" growth stocks.IMAGE SOURCE: GETTY IMAGES.So whatNone of the aforementioned companies made any specific announcements Tuesday, so their sell-offs likely had more to do with macroeconomic factors. On Tuesday, the 10-year Treasury bond yield and the price of crude oil both rose, indicating that investors may be anticipating both a strengthening economy and a relatively rapid emergence from the sharp omicron surge now impacting the country.In recent days, former Food and Drug Administration Commissioner Dr. Scott Gottlieb stated publicly via a variety of media outlets that the omicron surge in the hardest-hit parts of the U.S. may reach its peak in a couple of weeks, and that the national peak could possibly occur in February.Good news on the economy means good news for stocks, right? Well, not for these particular stocks. Obviously, Zoom soared early in the pandemic as people learned how to work, teach, and communicate from home through its easy-to-use platform. Tens of millions of employees suddenly working from home and accessing their companies' systems via the cloud also made organizations more vulnerable to cyberattacks, boosting demand for the services of cybersecurity specialist Zscaler. And obviously, when people are afraid (or unable) to go to restaurants or grocery stores, they'll be more likely to turn to services like Grubhub, which was purchased by Just Eat Takeaway in June 2020. So any reason for optimism about the future course of the pandemic is bad news for these stocks.Not only that, but the aforementioned companies are also growth stocks that are still trading at high valuations, even after a difficult November and December. Zoom's share price looks more reasonable after it was cut in half over the past year, but it still trades at 48 times earnings -- not exactly a bargain if its growth rate meaningfully decelerates. Zscaler will continue to help enterprises improve their cybersecurity regardless of what social distancing measures they need to take, but it trades at a whopping 55 times sales -- not earnings,sales. Just Eat also isn't profitable today, and probably won't be for a while due to wage pressures and management's continued investment in growth.So whatFor young investors, I still think growth stocks are the place to be over the long term. However, the market could actually be entering a rocky period for high-growth software and internet plays that aren't yet making material net profits.As the economy continues to reopen and interest rates rise, investors may feel the need to shift more of their assets into lower-valued sectors such as financials and energy, which have lagged the technology sector over much of the past decade -- and especially during the pandemic. It may not be exactly like the dot-com crash of 2000, but the market may well begin to favor non-technology sectors in 2022.Some investors may wish to hold onto these tech companies through the volatility for the long term, but you'll really have to believe in them strongly, given the valuation pressures and the way that investor sentiment is gravitating elsewhere.","news_type":1,"symbols_score_info":{"GRUB":0.9,"ZM":0.9,"ZS":0.9}},"isVote":1,"tweetType":1,"viewCount":2541,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":6,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/695343259"}