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2022-01-18

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Tech Stocks Are Getting Slammed, Yet Again. Why Apple, Microsoft, Tesla and 10 Others Can Rise.<blockquote>科技股再次遭受重创。为什么苹果、微软、特斯拉和其他10个国家可以崛起。</blockquote>

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{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":697589043,"tweetId":"697589043","gmtCreate":1642517515495,"gmtModify":1642517515720,"author":{"id":3582070545317933,"idStr":"3582070545317933","authorId":3582070545317933,"authorIdStr":"3582070545317933","name":"WLC123","avatar":"https://static.tigerbbs.com/410924b3e2abac099e2d8ab6d86c8a4d","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":11,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[],"fanSize":14,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"title":"","extraTitle":"","html":"<html><head></head><body>Good.</body></html>","htmlText":"<html><head></head><body>Good.</body></html>","text":"Good.","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/697589043","repostId":1134128888,"repostType":4,"repost":{"id":"1134128888","kind":"news","pubTimestamp":1642515872,"share":"https://www.laohunote.com/m/news/1134128888?lang=zh_CN&edition=full","pubTime":"2022-01-18 22:24","market":"us","language":"en","title":"Tech Stocks Are Getting Slammed, Yet Again. Why Apple, Microsoft, Tesla and 10 Others Can Rise.<blockquote>科技股再次遭受重创。为什么苹果、微软、特斯拉和其他10个国家可以崛起。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1134128888","media":"Barrons","summary":"Tech stocks are getting slammed yet again, for familiar reasons. Investors can blame worries about h","content":"<html><head></head><body><blockquote><html><head></head><body></body></html></blockquote>Tech stocks are getting slammed yet again, for familiar reasons. Investors can blame worries about higher inflation, expectations of tighter monetary policy from the Federal Reserve, and—more recently—a serious spike in bond yields.<blockquote>出于熟悉的原因，科技股再次遭受重创。投资者可以将其归咎于对通胀上升的担忧、对美联储收紧货币政策的预期，以及最近债券收益率的严重飙升。</blockquote>Nasdaq-100 futures, which track the largest constituents in the tech-heavy Nasdaq Composite index, indicated a 1.6% tumble at the open Tuesday. Familiar names like Apple (ticker: AAPL), Microsoft (MSFT), and Tesla (TSLA) were all down in the premarket trade, falling 1.8%, 1.9%, and 2%, respectively.<blockquote>追踪以科技股为主的纳斯达克综合指数中最大成分股的纳斯达克 100 期货周二开盘时下跌 1.6%。苹果（股票代码：AAPL）、微软（MSFT）和特斯拉（TSLA）等熟悉的股票在盘前交易中均下跌，分别下跌1.8%、1.9%和2%。</blockquote>Against a backdrop of historic inflation—the U.S. consumer-price index rose in December at the fastest annual rate since 1982—investors are getting concerned about just how early, and fast, the Fed will raise interest rates. Markets had priced in three rate increases in 2022—with the first in March—but noise is growing that more or bigger increases may be on the horizon.<blockquote>在历史性通胀的背景下——美国消费者价格指数 12 月份以 1982 年以来最快的年增长率上涨——投资者开始担心美联储加息的时间和速度。市场已经消化了 2022 年的三次加息（第一次是在 3 月份），但越来越多的噪音表明，更多或更大的加息可能即将到来。</blockquote>Billionaire hedge fund investor Bill Ackman has called for a “shock and awe” approach from the central bank, with a greater-than-anticipated 50 basis-point hike in March. JPMorgan Chase (JPM) boss Jamie Dimon sees six or seven rate increases coming this year.<blockquote>亿万富翁对冲基金投资者比尔-阿克曼（Bill Ackman）呼吁央行采取 “震惊和敬畏 ”的态度，3 月份将加息 50 个基点，超出预期。摩根大通 (JPM) 老板杰米·戴蒙 (Jamie Dimon) 预计今年将加息六到七次。</blockquote>This is all feeding into a significant spike in bond yields. The yield on the benchmark 10-year U.S. Treasury note is at its highest level since January 2020, touching 1.84% Tuesday before settling closer to 1.82%. It ended last week at 1.79%, and began the year at 1.53%.<blockquote>所有这些都导致债券收益率大幅飙升。基准10年期美国国债收益率处于2020年1月以来的最高水平，周二触及1.84%，随后收于1.82%附近。上周收盘价为1.79%，年初收盘价为1.53%。</blockquote>None of this is good for stocks, especially tech stocks. The valuations of many high-growth technology companies bank on profits years into the future, and elevated yields tend to discount the present value of future cash. The steady rise in the 10-year yield since the beginning of the month maps to a decline for tech—the Nasdaq-100 is down nearly 6% over the same period.<blockquote>这些都不利于股票，尤其是科技股。许多高增长科技公司的估值依赖于未来几年的利润，而较高的收益率往往会降低未来现金的现值。自本月初以来，10 年期国债收益率的稳步上升表明科技股正在下跌——纳斯达克 100 指数同期下跌近 6%。</blockquote>“Clearly it has been a brutal start to 2022 for tech investors as the tightening Fed backdrop and rising rate environment have catalyzed a major selloff for the tech sector and is an ominous sign to kick off the year,” said Dan Ives, an analyst at broker and investment bank Wedbush, in a note Tuesday. “Many tech stocks are down 15%+ with some high multiple names down 35%-40% to start the year.”<blockquote>“经纪商和投资银行韦德布什（Wedbush）分析师丹-艾夫斯（Dan Ives）在周二的一份报告中说：”显然，对于科技投资者来说，2022 年的开局是残酷的，因为美联储紧缩的背景和不断上升的利率环境催化了科技行业的大幅抛售，这是今年伊始的一个不祥之兆。“许多科技股年初下跌了 15%以上，一些高倍数股票下跌了 35%-40%。”</blockquote>Yet Ives, who is among the most bullish of the tech bulls, remains so.<blockquote>然而，艾夫斯是科技股中最看涨的人之一，他仍然如此。</blockquote>“The key debate on the Street is if high multiple tech stocks can still move higher in a more hawkish Fed backdrop,” he said. “The answer is yes.”<blockquote>“他说：”华尔街的主要争论是，在美联储更加鹰派的背景下，高倍数科技股是否还能走高。“答案是肯定的。”</blockquote>Ives outlined last week that he believes the coming earnings season will be crucial for the sector, with Wall Street needing to see upbeat 2022 guidance to get back behind tech. He doubled down on that message Tuesday.<blockquote>艾夫斯上周概述，他认为即将到来的财报季对该行业至关重要，华尔街需要看到乐观的 2022 年指引，才能重新落后于科技股。周二，他加倍努力传达那条信息。</blockquote>“We view this as the most important upcoming earnings season for tech stocks in many years to turn the tide and derail the negative sentiment,” Ives said.<blockquote>“艾夫斯说：”我们认为这是科技股多年来最重要的即将到来的财报季，可以扭转局势，打破负面情绪。</blockquote>Wedbush expects very high growth rates, that may be revealed in financial results, will help justify tech valuations, with some $1 trillion in corporate spending planned for cloud software adding another boost.<blockquote>韦德布什预计，可能会在财务业绩中显示的非常高的增长率将有助于证明科技估值的合理性，计划在云软件上投入约 1 万亿美元的企业支出将进一步推动。</blockquote>“The underlying growth for the tech space is being underestimated by the Street and will thus neutralize some of these perceived Fed tightening headwinds,” the analyst said.<blockquote>“这位分析师说：”华尔街低估了科技领域的潜在增长，因此将抵消美联储紧缩带来的一些不利因素。</blockquote>Wedbush’s favorite large-cap tech stocks are Apple and Microsoft, with Tesla as well as Li-Cycle (LICY) being the preferred names in electric vehicles.<blockquote>韦德布什最喜欢的大型科技股是苹果和微软，特斯拉和 Li-Cycle (LICY) 是电动汽车领域的首选股票。</blockquote>In cybersecurity, Ives likes Zscaler (ZS) and CyberArk Software (CYBR), as well as Palo Alto Networks (PANW) and Tenable (TENB)—which were both added to Wedbush’s “best ideas list” Tuesday.<blockquote>在网络安全领域，艾夫斯喜欢 Zscaler (ZS) 和 CyberArk Software (CYBR)，以及 Palo Alto Networks (PANW) 和 Tenable (TENB)，这两家公司都在周二被列入了韦德布什的 “最佳创意名单 ”。</blockquote>When it comes to “value” names—which Ives said could be a safety blanket amid the Fed storm—Wedbush highlights Pegasystems (PEGA), Check Point Software Technologies (CHKP), Consensus Cloud Solutions (CCSI), Nice Systems (NICE), and Ziff Davis (ZD).<blockquote>当谈到 “价值 ”公司时--艾夫斯说这可能是美联储风暴中的一个安全毯--韦德布什重点介绍了 Pegasystems (PEGA)、Check Point Software Technologies (CHKP)、Consensus Cloud Solutions (CCSI)、Nice Systems (NICE) 和 Ziff Davis (ZD)。</blockquote></body></html><blockquote></blockquote>","source":"lsy1601382232898","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>Tech Stocks Are Getting Slammed, Yet Again. Why Apple, Microsoft, Tesla and 10 Others Can Rise.<blockquote>科技股再次遭受重创。为什么苹果、微软、特斯拉和其他10个国家可以崛起。</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\">\nTech Stocks Are Getting Slammed, Yet Again. Why Apple, Microsoft, Tesla and 10 Others Can Rise.<blockquote>科技股再次遭受重创。为什么苹果、微软、特斯拉和其他10个国家可以崛起。</blockquote>\n</h2>\n<h4 class=\"meta\">\n\nBarrons2022-01-18 22:24\n\n</h4>\n</header>\n<article>\n<html><head></head><body><blockquote><html><head></head><body></body></html></blockquote>Tech stocks are getting slammed yet again, for familiar reasons. Investors can blame worries about higher inflation, expectations of tighter monetary policy from the Federal Reserve, and—more recently—a serious spike in bond yields.<blockquote>出于熟悉的原因，科技股再次遭受重创。投资者可以将其归咎于对通胀上升的担忧、对美联储收紧货币政策的预期，以及最近债券收益率的严重飙升。</blockquote>Nasdaq-100 futures, which track the largest constituents in the tech-heavy Nasdaq Composite index, indicated a 1.6% tumble at the open Tuesday. Familiar names like Apple (ticker: AAPL), Microsoft (MSFT), and Tesla (TSLA) were all down in the premarket trade, falling 1.8%, 1.9%, and 2%, respectively.<blockquote>追踪以科技股为主的纳斯达克综合指数中最大成分股的纳斯达克 100 期货周二开盘时下跌 1.6%。苹果（股票代码：AAPL）、微软（MSFT）和特斯拉（TSLA）等熟悉的股票在盘前交易中均下跌，分别下跌1.8%、1.9%和2%。</blockquote>Against a backdrop of historic inflation—the U.S. consumer-price index rose in December at the fastest annual rate since 1982—investors are getting concerned about just how early, and fast, the Fed will raise interest rates. Markets had priced in three rate increases in 2022—with the first in March—but noise is growing that more or bigger increases may be on the horizon.<blockquote>在历史性通胀的背景下——美国消费者价格指数 12 月份以 1982 年以来最快的年增长率上涨——投资者开始担心美联储加息的时间和速度。市场已经消化了 2022 年的三次加息（第一次是在 3 月份），但越来越多的噪音表明，更多或更大的加息可能即将到来。</blockquote>Billionaire hedge fund investor Bill Ackman has called for a “shock and awe” approach from the central bank, with a greater-than-anticipated 50 basis-point hike in March. JPMorgan Chase (JPM) boss Jamie Dimon sees six or seven rate increases coming this year.<blockquote>亿万富翁对冲基金投资者比尔-阿克曼（Bill Ackman）呼吁央行采取 “震惊和敬畏 ”的态度，3 月份将加息 50 个基点，超出预期。摩根大通 (JPM) 老板杰米·戴蒙 (Jamie Dimon) 预计今年将加息六到七次。</blockquote>This is all feeding into a significant spike in bond yields. The yield on the benchmark 10-year U.S. Treasury note is at its highest level since January 2020, touching 1.84% Tuesday before settling closer to 1.82%. It ended last week at 1.79%, and began the year at 1.53%.<blockquote>所有这些都导致债券收益率大幅飙升。基准10年期美国国债收益率处于2020年1月以来的最高水平，周二触及1.84%，随后收于1.82%附近。上周收盘价为1.79%，年初收盘价为1.53%。</blockquote>None of this is good for stocks, especially tech stocks. The valuations of many high-growth technology companies bank on profits years into the future, and elevated yields tend to discount the present value of future cash. The steady rise in the 10-year yield since the beginning of the month maps to a decline for tech—the Nasdaq-100 is down nearly 6% over the same period.<blockquote>这些都不利于股票，尤其是科技股。许多高增长科技公司的估值依赖于未来几年的利润，而较高的收益率往往会降低未来现金的现值。自本月初以来，10 年期国债收益率的稳步上升表明科技股正在下跌——纳斯达克 100 指数同期下跌近 6%。</blockquote>“Clearly it has been a brutal start to 2022 for tech investors as the tightening Fed backdrop and rising rate environment have catalyzed a major selloff for the tech sector and is an ominous sign to kick off the year,” said Dan Ives, an analyst at broker and investment bank Wedbush, in a note Tuesday. “Many tech stocks are down 15%+ with some high multiple names down 35%-40% to start the year.”<blockquote>“经纪商和投资银行韦德布什（Wedbush）分析师丹-艾夫斯（Dan Ives）在周二的一份报告中说：”显然，对于科技投资者来说，2022 年的开局是残酷的，因为美联储紧缩的背景和不断上升的利率环境催化了科技行业的大幅抛售，这是今年伊始的一个不祥之兆。“许多科技股年初下跌了 15%以上，一些高倍数股票下跌了 35%-40%。”</blockquote>Yet Ives, who is among the most bullish of the tech bulls, remains so.<blockquote>然而，艾夫斯是科技股中最看涨的人之一，他仍然如此。</blockquote>“The key debate on the Street is if high multiple tech stocks can still move higher in a more hawkish Fed backdrop,” he said. “The answer is yes.”<blockquote>“他说：”华尔街的主要争论是，在美联储更加鹰派的背景下，高倍数科技股是否还能走高。“答案是肯定的。”</blockquote>Ives outlined last week that he believes the coming earnings season will be crucial for the sector, with Wall Street needing to see upbeat 2022 guidance to get back behind tech. He doubled down on that message Tuesday.<blockquote>艾夫斯上周概述，他认为即将到来的财报季对该行业至关重要，华尔街需要看到乐观的 2022 年指引，才能重新落后于科技股。周二，他加倍努力传达那条信息。</blockquote>“We view this as the most important upcoming earnings season for tech stocks in many years to turn the tide and derail the negative sentiment,” Ives said.<blockquote>“艾夫斯说：”我们认为这是科技股多年来最重要的即将到来的财报季，可以扭转局势，打破负面情绪。</blockquote>Wedbush expects very high growth rates, that may be revealed in financial results, will help justify tech valuations, with some $1 trillion in corporate spending planned for cloud software adding another boost.<blockquote>韦德布什预计，可能会在财务业绩中显示的非常高的增长率将有助于证明科技估值的合理性，计划在云软件上投入约 1 万亿美元的企业支出将进一步推动。</blockquote>“The underlying growth for the tech space is being underestimated by the Street and will thus neutralize some of these perceived Fed tightening headwinds,” the analyst said.<blockquote>“这位分析师说：”华尔街低估了科技领域的潜在增长，因此将抵消美联储紧缩带来的一些不利因素。</blockquote>Wedbush’s favorite large-cap tech stocks are Apple and Microsoft, with Tesla as well as Li-Cycle (LICY) being the preferred names in electric vehicles.<blockquote>韦德布什最喜欢的大型科技股是苹果和微软，特斯拉和 Li-Cycle (LICY) 是电动汽车领域的首选股票。</blockquote>In cybersecurity, Ives likes Zscaler (ZS) and CyberArk Software (CYBR), as well as Palo Alto Networks (PANW) and Tenable (TENB)—which were both added to Wedbush’s “best ideas list” Tuesday.<blockquote>在网络安全领域，艾夫斯喜欢 Zscaler (ZS) 和 CyberArk Software (CYBR)，以及 Palo Alto Networks (PANW) 和 Tenable (TENB)，这两家公司都在周二被列入了韦德布什的 “最佳创意名单 ”。</blockquote>When it comes to “value” names—which Ives said could be a safety blanket amid the Fed storm—Wedbush highlights Pegasystems (PEGA), Check Point Software Technologies (CHKP), Consensus Cloud Solutions (CCSI), Nice Systems (NICE), and Ziff Davis (ZD).<blockquote>当谈到 “价值 ”公司时--艾夫斯说这可能是美联储风暴中的一个安全毯--韦德布什重点介绍了 Pegasystems (PEGA)、Check Point Software Technologies (CHKP)、Consensus Cloud Solutions (CCSI)、Nice Systems (NICE) 和 Ziff Davis (ZD)。</blockquote></body></html><blockquote></blockquote>\n<div class=\"bt-text\">\n\n\n 来源：<a href=\"https://www.barrons.com/articles/tech-stocks-slammed-apple-microsoft-tesla-buys-51642512041?mod=hp_LATEST\">Barrons</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":{"PANW":"Palo Alto Networks","TENB":"Tenable Holdings Inc.","ZD":"Ziff Davis, Inc","CCSI":"Consensus Cloud Solutions Inc","CYBR":"Cyber-Ark Software","NICE":"NICE系统","PEGA":"Pegasystems Inc","CHKP":"Check Point软件科技","MSFT":"微软","TSLA":"特斯拉","AAPL":"苹果","ZS":"Zscaler Inc."},"source_url":"https://www.barrons.com/articles/tech-stocks-slammed-apple-microsoft-tesla-buys-51642512041?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1134128888","content_text":"Tech stocks are getting slammed yet again, for familiar reasons. Investors can blame worries about higher inflation, expectations of tighter monetary policy from the Federal Reserve, and—more recently—a serious spike in bond yields.Nasdaq-100 futures, which track the largest constituents in the tech-heavy Nasdaq Composite index, indicated a 1.6% tumble at the open Tuesday. Familiar names like Apple (ticker: AAPL), Microsoft (MSFT), and Tesla (TSLA) were all down in the premarket trade, falling 1.8%, 1.9%, and 2%, respectively.Against a backdrop of historic inflation—the U.S. consumer-price index rose in December at the fastest annual rate since 1982—investors are getting concerned about just how early, and fast, the Fed will raise interest rates. Markets had priced in three rate increases in 2022—with the first in March—but noise is growing that more or bigger increases may be on the horizon.Billionaire hedge fund investor Bill Ackman has called for a “shock and awe” approach from the central bank, with a greater-than-anticipated 50 basis-point hike in March. JPMorgan Chase (JPM) boss Jamie Dimon sees six or seven rate increases coming this year.This is all feeding into a significant spike in bond yields. The yield on the benchmark 10-year U.S. Treasury note is at its highest level since January 2020, touching 1.84% Tuesday before settling closer to 1.82%. It ended last week at 1.79%, and began the year at 1.53%.None of this is good for stocks, especially tech stocks. The valuations of many high-growth technology companies bank on profits years into the future, and elevated yields tend to discount the present value of future cash. The steady rise in the 10-year yield since the beginning of the month maps to a decline for tech—the Nasdaq-100 is down nearly 6% over the same period.“Clearly it has been a brutal start to 2022 for tech investors as the tightening Fed backdrop and rising rate environment have catalyzed a major selloff for the tech sector and is an ominous sign to kick off the year,” said Dan Ives, an analyst at broker and investment bank Wedbush, in a note Tuesday. “Many tech stocks are down 15%+ with some high multiple names down 35%-40% to start the year.”Yet Ives, who is among the most bullish of the tech bulls, remains so.“The key debate on the Street is if high multiple tech stocks can still move higher in a more hawkish Fed backdrop,” he said. “The answer is yes.”Ives outlined last week that he believes the coming earnings season will be crucial for the sector, with Wall Street needing to see upbeat 2022 guidance to get back behind tech. He doubled down on that message Tuesday.“We view this as the most important upcoming earnings season for tech stocks in many years to turn the tide and derail the negative sentiment,” Ives said.Wedbush expects very high growth rates, that may be revealed in financial results, will help justify tech valuations, with some $1 trillion in corporate spending planned for cloud software adding another boost.“The underlying growth for the tech space is being underestimated by the Street and will thus neutralize some of these perceived Fed tightening headwinds,” the analyst said.Wedbush’s favorite large-cap tech stocks are Apple and Microsoft, with Tesla as well as Li-Cycle (LICY) being the preferred names in electric vehicles.In cybersecurity, Ives likes Zscaler (ZS) and CyberArk Software (CYBR), as well as Palo Alto Networks (PANW) and Tenable (TENB)—which were both added to Wedbush’s “best ideas list” Tuesday.When it comes to “value” names—which Ives said could be a safety blanket amid the Fed storm—Wedbush highlights Pegasystems (PEGA), Check Point Software Technologies (CHKP), Consensus Cloud Solutions (CCSI), Nice Systems (NICE), and Ziff Davis (ZD).","news_type":1,"symbols_score_info":{"PANW":0.9,"TENB":0.9,"ZD":0.9,"AAPL":0.9,"CYBR":0.9,"NICE":0.9,"CCSI":0.9,"MSFT":0.9,"PEGA":0.9,"TSLA":0.9,"ZS":0.9,"LICY":0.9,"CHKP":0.9}},"isVote":1,"tweetType":1,"viewCount":5172,"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":5,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/697589043"}