JazzKhor
2021-09-01
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Is the Cloud-Stock Boom Over?<blockquote>云股热潮结束了吗?</blockquote>
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Nevertheless, gains for the month were substantial, as the<b>Dow Jones Industrial Average</b>(DJINDICES:^DJI)picked up 1%, the<b>S&P 500</b>(SNPINDEX:^GSPC)rose 3%, and the<b><a href=\"https://laohu8.com/S/NDAQ\">Nasdaq</a> Composite</b>(NASDAQINDEX:^IXIC)led with a 4% gain for August. Below are the daily moves for the major indexes.</p><p><blockquote>华尔街以平静的基调结束了8月份,主要市场基准小幅走低。尽管如此,本月的涨幅还是很大的,因为<b>道琼斯工业平均指数</b>(DJINDICES:^DJI)上涨1%,<b>标普500</b>(SNPINDEX:^GSPC)上涨3%,<b><a href=\"https://laohu8.com/S/NDAQ\">纳斯达克</a>复合的</b>(NASDAQINDEX:^IXIC)8月份以4%的涨幅领先。以下是主要指数的每日走势。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/d12dbe45290c0bba9fdf31bb86dfc9d8\" tg-width=\"797\" tg-height=\"272\" referrerpolicy=\"no-referrer\">For the second straight day, though,after-hours tradingbrought some big decliners. The most noteworthy of the underperformers late Tuesday was<b>CrowdStrike Holdings</b>(NASDAQ:CRWD). After the poor performance of<b>Zoom Video Communications</b>(NASDAQ:ZM)today following its Monday disappointment, some investors are starting to wonder if the boom for stocks related to cloud computing is finally over.</p><p><blockquote>不过,盘后交易连续第二天出现了一些大幅下跌。周二晚间表现不佳的股票中最值得注意的是<b>众击控股</b>(纳斯达克:CRWD)。在表现不佳之后<b>Zoom Video通信公司</b>(纳斯达克:ZM)继周一令人失望之后,今天一些投资者开始怀疑云计算相关股票的繁荣是否终于结束了。</blockquote></p><p> <b>Securing the future</b></p><p><blockquote><b>保障未来</b></blockquote></p><p> CrowdStrike's stock fell almost 2% in the regular session, but it added to its losses in the late session, falling another 4.5% as of just before 6 p.m. EDT today. The cybersecurity specialist's second-quarter financial results showed sustained growth, but apparently not enough to satisfy investors, who had been bidding theshare price higher for most of the past week.</p><p><blockquote>CrowdStrike的股价在常规交易中下跌了近2%,但在尾盘交易中进一步下跌,截至下午6点前又下跌了4.5%。美国东部时间今天。这家网络安全专家第二季度财务业绩显示持续增长,但显然不足以让投资者满意,他们在过去一周的大部分时间里一直在抬高股价。</blockquote></p><p> From the stock's decline, you might be surprised by the magnitude of some of CrowdStrike's growth numbers. Revenue for the second quarter climbed 70% to $338 million, on a 71% rise in subscription-based sales. The annual recurring-revenue run rate also rose 70% to $1.34 billion. More than $150 million of that figure was from new business generated during the period. Adjusted gross margin held steady at an impressive rate of 78%. Adjusted net income more than tripled year over year, resulting in $0.11 per share of earnings. Free cash flow more than doubled to $74 million.</p><p><blockquote>从该股的下跌来看,您可能会对CrowdStrike的一些增长数据的幅度感到惊讶。第二季度收入增长70%至3.38亿美元,其中订阅销售额增长71%。年度经常性收入运行率也增长了70%,达到13.4亿美元。其中超过1.5亿美元来自该期间产生的新业务。调整后毛利率稳定在令人印象深刻的78%。调整后净利润同比增长两倍多,每股收益为0.11美元。自由现金流增加了一倍多,达到7400万美元。</blockquote></p><p> Fundamentally, CrowdStrike's business metrics also looked solid. The company added 1,660 new subscription customers in the past three months, bringing its total count to more than 13,000. That was up more than 80% from the same time last year. Moreover, it has done well at cross-selling new modules to existing customers, as fully two-thirds of its subscription customers now have four or more modules running on their platforms.</p><p><blockquote>从根本上说,CrowdStrike的业务指标看起来也很稳健。该公司在过去三个月内新增了1,660名订阅客户,使其总数超过13,000名。这比去年同期增长了80%以上。此外,它在向现有客户交叉销售新模块方面做得很好,因为整整三分之二的订阅客户现在在他们的平台上运行了四个或更多模块。</blockquote></p><p> Nor does CrowdStrike anticipate any meaningful slowdown in its future. The company increased its full-year guidance for revenue, which now centers on the $1.4 billion mark, which would represent roughly 60% growth from its previous fiscal year's sales. Adjusted earnings of $0.43 to $0.49 per share might seem inconsequential, but it still represents a profit.</p><p><blockquote>CrowdStrike预计未来也不会出现任何有意义的放缓。该公司提高了全年收入指引,目前收入指引集中在14亿美元大关,较上一财年销售额增长约60%。调整后每股收益0.43美元至0.49美元似乎无关紧要,但它仍然代表着利润。</blockquote></p><p> <b>Don't panic</b></p><p><blockquote><b>不要惊慌</b></blockquote></p><p> It's easy to see CrowdStrike's after-hours drop as a sign that investors are losing confidence in cloud stocks. But it's still important to draw distinctions between different companies.</p><p><blockquote>很容易将CrowdStrike盘后下跌视为投资者对云股票失去信心的迹象。但区分不同公司仍然很重要。</blockquote></p><p> Zoom has had to deal with a huge slowdown in its growth, largely because of the extremely fast expansion it experienced during the pandemic. That's left some investors wondering where future growth at Zoom is going to come from.</p><p><blockquote>Zoom不得不应对增长大幅放缓的问题,这主要是因为它在大流行期间经历了极快的扩张。这让一些投资者想知道Zoom未来的增长将来自哪里。</blockquote></p><p> For CrowdStrike, on the other hand, steadily rising demand for cybersecurity services isn't going to end even if the pandemic fades. As businesses adopt the latest technology, they'll increasingly need thetop-end protection CrowdStrike can provide.</p><p><blockquote>另一方面,对于CrowdStrike来说,即使疫情消退,对网络安全服务的需求稳步增长也不会结束。随着企业采用最新技术,他们将越来越需要CrowdStrike可以提供的高端保护。</blockquote></p><p> It's therefore far too early to declare that the strong run for all cloud stocks is over. A single day's drop for CrowdStrike might end up being a buying opportunity for those who believe in its long-term promise.</p><p><blockquote>因此,现在宣布所有云股票的强劲走势已经结束还为时过早。对于那些相信CrowdStrike长期前景的人来说,CrowdStrike一天的下跌最终可能会成为一个买入机会。</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>Is the Cloud-Stock Boom Over?<blockquote>云股热潮结束了吗?</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\">\nIs the Cloud-Stock Boom Over?<blockquote>云股热潮结束了吗?</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Motley Fool</strong><span class=\"h-time small\">2021-09-01 09:52</span>\n</p>\n</h4>\n</header>\n<article>\n<p> After tough results from <a href=\"https://laohu8.com/S/ZM\">Zoom</a> Video on Monday, another big software-as-a-service provider was on the skids after hours on Tuesday. <b>Key <a href=\"https://laohu8.com/S/PCOM\">Points</a></b></p><p><blockquote>在取得艰难的成绩之后<a href=\"https://laohu8.com/S/ZM\">Zoom</a>周一的视频,另一家大型软件即服务提供商在周二盘后陷入困境。<b>钥匙<a href=\"https://laohu8.com/S/PCOM\">点数</a></b></blockquote></p><p> <ul> <li>Markets were modestly lower on Tuesday to close a strong month.</li> <li>CrowdStrike Holdings became the second cloud stock in two days to fall after earnings.</li> <li>However, CrowdStrike's business condition differs from that of Zoom Video <a href=\"https://laohu8.com/S/JCS\">Communications</a>.</li> </ul> </p><p><blockquote><ul><li>周二市场小幅走低,结束了强劲的一个月。</li><li>CrowdStrike Holdings成为两天内第二只在财报公布后下跌的云股票。</li><li>然而,CrowdStrike的业务状况与Zoom Video不同<a href=\"https://laohu8.com/S/JCS\">通讯</a>.</li></ul></blockquote></p><p> Wall Street ended the month of August on a quiet note, with major market benchmarks easing lower. Nevertheless, gains for the month were substantial, as the<b>Dow Jones Industrial Average</b>(DJINDICES:^DJI)picked up 1%, the<b>S&P 500</b>(SNPINDEX:^GSPC)rose 3%, and the<b><a href=\"https://laohu8.com/S/NDAQ\">Nasdaq</a> Composite</b>(NASDAQINDEX:^IXIC)led with a 4% gain for August. Below are the daily moves for the major indexes.</p><p><blockquote>华尔街以平静的基调结束了8月份,主要市场基准小幅走低。尽管如此,本月的涨幅还是很大的,因为<b>道琼斯工业平均指数</b>(DJINDICES:^DJI)上涨1%,<b>标普500</b>(SNPINDEX:^GSPC)上涨3%,<b><a href=\"https://laohu8.com/S/NDAQ\">纳斯达克</a>复合的</b>(NASDAQINDEX:^IXIC)8月份以4%的涨幅领先。以下是主要指数的每日走势。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/d12dbe45290c0bba9fdf31bb86dfc9d8\" tg-width=\"797\" tg-height=\"272\" referrerpolicy=\"no-referrer\">For the second straight day, though,after-hours tradingbrought some big decliners. The most noteworthy of the underperformers late Tuesday was<b>CrowdStrike Holdings</b>(NASDAQ:CRWD). After the poor performance of<b>Zoom Video Communications</b>(NASDAQ:ZM)today following its Monday disappointment, some investors are starting to wonder if the boom for stocks related to cloud computing is finally over.</p><p><blockquote>不过,盘后交易连续第二天出现了一些大幅下跌。周二晚间表现不佳的股票中最值得注意的是<b>众击控股</b>(纳斯达克:CRWD)。在表现不佳之后<b>Zoom Video通信公司</b>(纳斯达克:ZM)继周一令人失望之后,今天一些投资者开始怀疑云计算相关股票的繁荣是否终于结束了。</blockquote></p><p> <b>Securing the future</b></p><p><blockquote><b>保障未来</b></blockquote></p><p> CrowdStrike's stock fell almost 2% in the regular session, but it added to its losses in the late session, falling another 4.5% as of just before 6 p.m. EDT today. The cybersecurity specialist's second-quarter financial results showed sustained growth, but apparently not enough to satisfy investors, who had been bidding theshare price higher for most of the past week.</p><p><blockquote>CrowdStrike的股价在常规交易中下跌了近2%,但在尾盘交易中进一步下跌,截至下午6点前又下跌了4.5%。美国东部时间今天。这家网络安全专家第二季度财务业绩显示持续增长,但显然不足以让投资者满意,他们在过去一周的大部分时间里一直在抬高股价。</blockquote></p><p> From the stock's decline, you might be surprised by the magnitude of some of CrowdStrike's growth numbers. Revenue for the second quarter climbed 70% to $338 million, on a 71% rise in subscription-based sales. The annual recurring-revenue run rate also rose 70% to $1.34 billion. More than $150 million of that figure was from new business generated during the period. Adjusted gross margin held steady at an impressive rate of 78%. Adjusted net income more than tripled year over year, resulting in $0.11 per share of earnings. Free cash flow more than doubled to $74 million.</p><p><blockquote>从该股的下跌来看,您可能会对CrowdStrike的一些增长数据的幅度感到惊讶。第二季度收入增长70%至3.38亿美元,其中订阅销售额增长71%。年度经常性收入运行率也增长了70%,达到13.4亿美元。其中超过1.5亿美元来自该期间产生的新业务。调整后毛利率稳定在令人印象深刻的78%。调整后净利润同比增长两倍多,每股收益为0.11美元。自由现金流增加了一倍多,达到7400万美元。</blockquote></p><p> Fundamentally, CrowdStrike's business metrics also looked solid. The company added 1,660 new subscription customers in the past three months, bringing its total count to more than 13,000. That was up more than 80% from the same time last year. Moreover, it has done well at cross-selling new modules to existing customers, as fully two-thirds of its subscription customers now have four or more modules running on their platforms.</p><p><blockquote>从根本上说,CrowdStrike的业务指标看起来也很稳健。该公司在过去三个月内新增了1,660名订阅客户,使其总数超过13,000名。这比去年同期增长了80%以上。此外,它在向现有客户交叉销售新模块方面做得很好,因为整整三分之二的订阅客户现在在他们的平台上运行了四个或更多模块。</blockquote></p><p> Nor does CrowdStrike anticipate any meaningful slowdown in its future. The company increased its full-year guidance for revenue, which now centers on the $1.4 billion mark, which would represent roughly 60% growth from its previous fiscal year's sales. Adjusted earnings of $0.43 to $0.49 per share might seem inconsequential, but it still represents a profit.</p><p><blockquote>CrowdStrike预计未来也不会出现任何有意义的放缓。该公司提高了全年收入指引,目前收入指引集中在14亿美元大关,较上一财年销售额增长约60%。调整后每股收益0.43美元至0.49美元似乎无关紧要,但它仍然代表着利润。</blockquote></p><p> <b>Don't panic</b></p><p><blockquote><b>不要惊慌</b></blockquote></p><p> It's easy to see CrowdStrike's after-hours drop as a sign that investors are losing confidence in cloud stocks. But it's still important to draw distinctions between different companies.</p><p><blockquote>很容易将CrowdStrike盘后下跌视为投资者对云股票失去信心的迹象。但区分不同公司仍然很重要。</blockquote></p><p> Zoom has had to deal with a huge slowdown in its growth, largely because of the extremely fast expansion it experienced during the pandemic. That's left some investors wondering where future growth at Zoom is going to come from.</p><p><blockquote>Zoom不得不应对增长大幅放缓的问题,这主要是因为它在大流行期间经历了极快的扩张。这让一些投资者想知道Zoom未来的增长将来自哪里。</blockquote></p><p> For CrowdStrike, on the other hand, steadily rising demand for cybersecurity services isn't going to end even if the pandemic fades. As businesses adopt the latest technology, they'll increasingly need thetop-end protection CrowdStrike can provide.</p><p><blockquote>另一方面,对于CrowdStrike来说,即使疫情消退,对网络安全服务的需求稳步增长也不会结束。随着企业采用最新技术,他们将越来越需要CrowdStrike可以提供的高端保护。</blockquote></p><p> It's therefore far too early to declare that the strong run for all cloud stocks is over. A single day's drop for CrowdStrike might end up being a buying opportunity for those who believe in its long-term promise.</p><p><blockquote>因此,现在宣布所有云股票的强劲走势已经结束还为时过早。对于那些相信CrowdStrike长期前景的人来说,CrowdStrike一天的下跌最终可能会成为一个买入机会。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.fool.com/investing/2021/08/31/is-the-cloud-stock-boom-over/\">Motley Fool</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CRWD":"CrowdStrike Holdings, Inc."},"source_url":"https://www.fool.com/investing/2021/08/31/is-the-cloud-stock-boom-over/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1151005354","content_text":"After tough results from Zoom Video on Monday, another big software-as-a-service provider was on the skids after hours on Tuesday.\n\nKey Points\n\nMarkets were modestly lower on Tuesday to close a strong month.\nCrowdStrike Holdings became the second cloud stock in two days to fall after earnings.\nHowever, CrowdStrike's business condition differs from that of Zoom Video Communications.\n\n\nWall Street ended the month of August on a quiet note, with major market benchmarks easing lower. Nevertheless, gains for the month were substantial, as theDow Jones Industrial Average(DJINDICES:^DJI)picked up 1%, theS&P 500(SNPINDEX:^GSPC)rose 3%, and theNasdaq Composite(NASDAQINDEX:^IXIC)led with a 4% gain for August. Below are the daily moves for the major indexes.\nFor the second straight day, though,after-hours tradingbrought some big decliners. The most noteworthy of the underperformers late Tuesday wasCrowdStrike Holdings(NASDAQ:CRWD). After the poor performance ofZoom Video Communications(NASDAQ:ZM)today following its Monday disappointment, some investors are starting to wonder if the boom for stocks related to cloud computing is finally over.\nSecuring the future\nCrowdStrike's stock fell almost 2% in the regular session, but it added to its losses in the late session, falling another 4.5% as of just before 6 p.m. EDT today. The cybersecurity specialist's second-quarter financial results showed sustained growth, but apparently not enough to satisfy investors, who had been bidding theshare price higher for most of the past week.\nFrom the stock's decline, you might be surprised by the magnitude of some of CrowdStrike's growth numbers. Revenue for the second quarter climbed 70% to $338 million, on a 71% rise in subscription-based sales. The annual recurring-revenue run rate also rose 70% to $1.34 billion. More than $150 million of that figure was from new business generated during the period. Adjusted gross margin held steady at an impressive rate of 78%. Adjusted net income more than tripled year over year, resulting in $0.11 per share of earnings. Free cash flow more than doubled to $74 million.\nFundamentally, CrowdStrike's business metrics also looked solid. The company added 1,660 new subscription customers in the past three months, bringing its total count to more than 13,000. That was up more than 80% from the same time last year. Moreover, it has done well at cross-selling new modules to existing customers, as fully two-thirds of its subscription customers now have four or more modules running on their platforms.\nNor does CrowdStrike anticipate any meaningful slowdown in its future. The company increased its full-year guidance for revenue, which now centers on the $1.4 billion mark, which would represent roughly 60% growth from its previous fiscal year's sales. Adjusted earnings of $0.43 to $0.49 per share might seem inconsequential, but it still represents a profit.\nDon't panic\nIt's easy to see CrowdStrike's after-hours drop as a sign that investors are losing confidence in cloud stocks. But it's still important to draw distinctions between different companies.\nZoom has had to deal with a huge slowdown in its growth, largely because of the extremely fast expansion it experienced during the pandemic. That's left some investors wondering where future growth at Zoom is going to come from.\nFor CrowdStrike, on the other hand, steadily rising demand for cybersecurity services isn't going to end even if the pandemic fades. As businesses adopt the latest technology, they'll increasingly need thetop-end protection CrowdStrike can provide.\nIt's therefore far too early to declare that the strong run for all cloud stocks is over. A single day's drop for CrowdStrike might end up being a buying opportunity for those who believe in its long-term promise.","news_type":1,"symbols_score_info":{"CRWD":0.9}},"isVote":1,"tweetType":1,"viewCount":403,"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,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/816337433"}
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