lrjk1985
2021-10-29
BUY THE AAPL DIP
Apple and Amazon are struggling, so investors may want to look to these tech stocks instead<blockquote>苹果和亚马逊正在苦苦挣扎，因此投资者可能希望转而关注这些科技股</blockquote>
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{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":854729218,"tweetId":"854729218","gmtCreate":1635485113885,"gmtModify":1635485113989,"author":{"id":3582784322184490,"idStr":"3582784322184490","authorId":3582784322184490,"authorIdStr":"3582784322184490","name":"lrjk1985","avatar":"https://static.tigerbbs.com/fefb89309f2792d9fd2433431d3e68c2","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":11,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[],"fanSize":5,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"title":"","extraTitle":"","html":"<html><head></head><body><p>BUY THE AAPL DIP</p></body></html>","htmlText":"<html><head></head><body><p>BUY THE AAPL DIP</p></body></html>","text":"BUY THE AAPL DIP","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/854729218","repostId":1146294800,"repostType":4,"repost":{"id":"1146294800","kind":"news","pubTimestamp":1635472918,"share":"https://www.laohunote.com/m/news/1146294800?lang=zh_CN&edition=full","pubTime":"2021-10-29 10:01","market":"us","language":"en","title":"Apple and Amazon are struggling, so investors may want to look to these tech stocks instead<blockquote>苹果和亚马逊正在苦苦挣扎，因此投资者可能希望转而关注这些科技股</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1146294800","media":"MarketWatch","summary":"As companies focused on getting goods to consumers struggle with supply-chain issues heading into th","content":"<p>As companies focused on getting goods to consumers struggle with supply-chain issues heading into the holidays, enterprise software companies are looking strong</p><p><blockquote>随着专注于向消费者提供商品的公司在假期前夕面临供应链问题，企业软件公司看起来很强劲</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b0123d1db0a69d3c06a49bc51bc84fc1\" tg-width=\"700\" tg-height=\"464\" referrerpolicy=\"no-referrer\"><span>A logjam of container ships, at top, wait to offload at the Port of Los Angeles in September. Supply-chain issues are expected to weigh heavily on both Apple and Amazon this quarter.</span></p><p><blockquote><p class=\"t-img-caption\"><span>9 月份，洛杉矶港堆积如山的集装箱船等待卸货。供应链问题预计将在本季度给苹果和亚马逊带来沉重压力。</span></p></blockquote></p><p> Both Apple Inc. and Amazon.com Inc. had rare earnings disappointments on Thursday, which may lead investors to look in another direction for big holiday returns.</p><p><blockquote>苹果公司和亚马逊公司周四的盈利都罕见地令人失望，这可能会导致投资者转向另一个方向寻求丰厚的假日回报。</blockquote></p><p> This column warned that the two tech giants could stumble this quarter, as the supply-chain issues that had been affecting other industries took a bite out of both Apple and Amazon.It appears those issues will continue into the normally huge holiday quarter for the consumer-focused companies, while a natural rival of both — Microsoft Corp. — offered a huge holiday forecast just a few days earlier.</p><p><blockquote>本专栏警告说，这两家科技巨头本季度可能会陷入困境，因为一直影响其他行业的供应链问题让苹果和亚马逊都受到了影响。对于以消费者为中心的公司来说，这些问题似乎将持续到通常巨大的假日季度，而两者的天然竞争对手——微软公司——就在几天前提供了巨大的假日预测。</blockquote></p><p> Apple reported a rare revenue miss — its first since the December quarter of 2018 — with revenue of $83.4 billion coming in $1.7 billion below analysts’ estimates of $85.1 billion for its fiscal fourth quarter. Since the pandemic, Apple no longer gives revenue guidance, but the bulk of the revenue shortfall came from iPhone sales, which came in $2.1 billion below analysts expectations. Sales of Macs and iPads, however, exceeded estimates.</p><p><blockquote>苹果报告了自 2018 年 12 月季度以来的首次营收下滑，营收为 834 亿美元，比分析师预计的第四财季 851 亿美元低 17 亿美元。自疫情以来，苹果不再提供收入指引，但大部分收入缺口来自 iPhone 销量，比分析师预期低 21 亿美元。然而，Mac 和 iPad 的销量超出了预期。</blockquote></p><p> Apple’s Chief Financial Officer Luca Maestri told analysts that the ongoing supply constraints hurt its revenue by around $6 billion, and that the impact will be larger in the December quarter. The products most effected were the iPhone, the iPad and the Mac, and the constraints were caused by both semiconductor shortages and manufacturing disruptions because of the COVID-19 pandemic.</p><p><blockquote>苹果首席财务官卢卡-梅斯特里（Luca Maestri）告诉分析师，持续的供应限制使其收入损失了约 60 亿美元，12 月份的影响将更大。受影响最大的产品是iPhone、iPad和Mac，这些限制是由半导体短缺和新冠肺炎疫情造成的制造中断造成的。</blockquote></p><p> Amazon reported an even sharper-than-expected drop in earnings, with a huge surge in expenses, as it tried to shore up staff and dealt with unprecedented supply-chain issues. Amazon’s costs to fulfill and ship orders increased to $18.5 billion from $14.71 billion. Amazon reported third-quarter earnings per share of $6.12, a drop of nearly 50% from the year-ago and below analysts’ average expectations of $8.90 a share.</p><p><blockquote>亚马逊报告称，由于试图加强员工队伍并应对前所未有的供应链问题，其盈利下降幅度超出预期，支出大幅激增。亚马逊履行和运送订单的成本从 147.1 亿美元增加到 185 亿美元。亚马逊公布的第三季度每股收益为 6.12 美元，比去年同期下降近 50%，低于分析师平均预期的每股 8.90 美元。</blockquote></p><p> These higher fulfillment and employee costs, like Apple’s supply-chain constraints, will continue in the fourth quarter, usually the biggest for consumer-related tech companies. Amazon CEO Andy Jassy said in a statement that Amazon expects to incur “several billion dollars of additional costs” in its consumer business, as it deals with “labor supply shortages, increased wage costs, global supply-chain issues, and increased freight and shipping costs.”</p><p><blockquote>这些更高的履约成本和员工成本，就像苹果的供应链限制一样，将持续到第四季度，这通常是与消费者相关的科技公司最大的季度。亚马逊首席执行官安迪-贾西（Andy Jassy）在一份声明中表示，亚马逊预计其消费者业务将产生 “数十亿美元的额外成本”，因为它要应对 “劳动力供应短缺、工资成本增加、全球供应链问题以及货运和海运成本增加 ”的问题。</blockquote></p><p> The shares of both tech mega stars — which both trade over $1 trillion in market cap — tumbled in after-hours trading, with Apple falling 3.53% while Amazon lost 4%.</p><p><blockquote>两家科技巨星的市值均超过 1 万亿美元，其股价在盘后交易中暴跌，苹果下跌 3.53%，亚马逊下跌 4%。</blockquote></p><p> While neither company is seeing any loss of demand — in fact the opposite is occurring because they cannot keep up with demand amid the global shipping and product constraints — the news was a downer for investors counting on them to finish the year strongly. As consumer-focused companies could have a harder time meeting all the demand in the upcoming holiday season, corporate-focused tech giants — such as Microsoft — could be a safer play for now.</p><p><blockquote>虽然两家公司都没有出现任何需求损失——事实上，情况恰恰相反，因为他们在全球航运和产品限制的情况下无法满足需求——但对于指望他们强劲结束这一年的投资者来说，这一消息令人沮丧。由于以消费者为中心的公司可能更难在即将到来的假日季满足所有需求，因此以企业为中心的科技巨头——例如微软——目前可能是一个更安全的选择。</blockquote></p><p> Earlier this week, Microsoft topped $20 billion in net income for the first time, with PC revenue beating expectations and the company’s fast-growing cloud business still its biggest driver. The company’s shares were up slightly in after-hours trading Thursday and were on the way to potentially surpassing Apple in market value in regular trading hours on Friday.</p><p><blockquote>本周早些时候，微软的净利润首次突破 200 亿美元大关，个人电脑收入超出预期，公司快速增长的云业务仍是其最大的驱动力。该公司股价在周四盘后交易中小幅上涨，周五正常交易时间的市值有可能超过苹果。</blockquote></p><p> Microsoft is not the only software name trending higher heading into the holidays. Atlassian,the maker of team collaboration software, saw its shares soar 9% on Thursday after blowing past Wall Street’s estimates and seeing revenue for its its cloud-based products soar 50%. On Wednesday, cloud-based software provider ServiceNow Inc. beat estimates, and one analyst on Wall Street raised its price target; its shares climbed 3.45% on Thursday.</p><p><blockquote>微软并不是唯一一个在假期前走高的软件名称。团队协作软件制造商 Atlassian 周四股价飙升 9%，超出了华尔街的预期，其云产品收入飙升 50%。周三，基于云的软件提供商ServiceNow Inc.超出预期，华尔街一位分析师上调了目标价；其股价周四上涨3.45%。</blockquote></p><p> Investors looking to stock up on tech stocks for the holidays might want to move away from the traditional players — like Apple and Amazon — and look at enterprise software developers and other cloud-computing players. They may be a bit more boring, but they are poised for more growth in the coming fourth quarter, and could be better stocking-stuffers than the more consumer-focused giants.</p><p><blockquote>希望在假期储备科技股的投资者可能希望远离苹果和亚马逊等传统参与者，转而关注企业软件开发商和其他云计算参与者。它们可能有点无聊，但它们有望在即将到来的第四季度实现更多增长，并且可能比更注重消费者的巨头更好地囤货。</blockquote></p><p></p>","source":"lsy1603348471595","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>Apple and Amazon are struggling, so investors may want to look to these tech stocks instead<blockquote>苹果和亚马逊正在苦苦挣扎，因此投资者可能希望转而关注这些科技股</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\">\nApple and Amazon are struggling, so investors may want to look to these tech stocks instead<blockquote>苹果和亚马逊正在苦苦挣扎，因此投资者可能希望转而关注这些科技股</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">MarketWatch</strong><span class=\"h-time small\">2021-10-29 10:01</span>\n</p>\n</h4>\n</header>\n<article>\n<p>As companies focused on getting goods to consumers struggle with supply-chain issues heading into the holidays, enterprise software companies are looking strong</p><p><blockquote>随着专注于向消费者提供商品的公司在假期前夕面临供应链问题，企业软件公司看起来很强劲</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b0123d1db0a69d3c06a49bc51bc84fc1\" tg-width=\"700\" tg-height=\"464\" referrerpolicy=\"no-referrer\"><span>A logjam of container ships, at top, wait to offload at the Port of Los Angeles in September. Supply-chain issues are expected to weigh heavily on both Apple and Amazon this quarter.</span></p><p><blockquote><p class=\"t-img-caption\"><span>9 月份，洛杉矶港堆积如山的集装箱船等待卸货。供应链问题预计将在本季度给苹果和亚马逊带来沉重压力。</span></p></blockquote></p><p> Both Apple Inc. and Amazon.com Inc. had rare earnings disappointments on Thursday, which may lead investors to look in another direction for big holiday returns.</p><p><blockquote>苹果公司和亚马逊公司周四的盈利都罕见地令人失望，这可能会导致投资者转向另一个方向寻求丰厚的假日回报。</blockquote></p><p> This column warned that the two tech giants could stumble this quarter, as the supply-chain issues that had been affecting other industries took a bite out of both Apple and Amazon.It appears those issues will continue into the normally huge holiday quarter for the consumer-focused companies, while a natural rival of both — Microsoft Corp. — offered a huge holiday forecast just a few days earlier.</p><p><blockquote>本专栏警告说，这两家科技巨头本季度可能会陷入困境，因为一直影响其他行业的供应链问题让苹果和亚马逊都受到了影响。对于以消费者为中心的公司来说，这些问题似乎将持续到通常巨大的假日季度，而两者的天然竞争对手——微软公司——就在几天前提供了巨大的假日预测。</blockquote></p><p> Apple reported a rare revenue miss — its first since the December quarter of 2018 — with revenue of $83.4 billion coming in $1.7 billion below analysts’ estimates of $85.1 billion for its fiscal fourth quarter. Since the pandemic, Apple no longer gives revenue guidance, but the bulk of the revenue shortfall came from iPhone sales, which came in $2.1 billion below analysts expectations. Sales of Macs and iPads, however, exceeded estimates.</p><p><blockquote>苹果报告了自 2018 年 12 月季度以来的首次营收下滑，营收为 834 亿美元，比分析师预计的第四财季 851 亿美元低 17 亿美元。自疫情以来，苹果不再提供收入指引，但大部分收入缺口来自 iPhone 销量，比分析师预期低 21 亿美元。然而，Mac 和 iPad 的销量超出了预期。</blockquote></p><p> Apple’s Chief Financial Officer Luca Maestri told analysts that the ongoing supply constraints hurt its revenue by around $6 billion, and that the impact will be larger in the December quarter. The products most effected were the iPhone, the iPad and the Mac, and the constraints were caused by both semiconductor shortages and manufacturing disruptions because of the COVID-19 pandemic.</p><p><blockquote>苹果首席财务官卢卡-梅斯特里（Luca Maestri）告诉分析师，持续的供应限制使其收入损失了约 60 亿美元，12 月份的影响将更大。受影响最大的产品是iPhone、iPad和Mac，这些限制是由半导体短缺和新冠肺炎疫情造成的制造中断造成的。</blockquote></p><p> Amazon reported an even sharper-than-expected drop in earnings, with a huge surge in expenses, as it tried to shore up staff and dealt with unprecedented supply-chain issues. Amazon’s costs to fulfill and ship orders increased to $18.5 billion from $14.71 billion. Amazon reported third-quarter earnings per share of $6.12, a drop of nearly 50% from the year-ago and below analysts’ average expectations of $8.90 a share.</p><p><blockquote>亚马逊报告称，由于试图加强员工队伍并应对前所未有的供应链问题，其盈利下降幅度超出预期，支出大幅激增。亚马逊履行和运送订单的成本从 147.1 亿美元增加到 185 亿美元。亚马逊公布的第三季度每股收益为 6.12 美元，比去年同期下降近 50%，低于分析师平均预期的每股 8.90 美元。</blockquote></p><p> These higher fulfillment and employee costs, like Apple’s supply-chain constraints, will continue in the fourth quarter, usually the biggest for consumer-related tech companies. Amazon CEO Andy Jassy said in a statement that Amazon expects to incur “several billion dollars of additional costs” in its consumer business, as it deals with “labor supply shortages, increased wage costs, global supply-chain issues, and increased freight and shipping costs.”</p><p><blockquote>这些更高的履约成本和员工成本，就像苹果的供应链限制一样，将持续到第四季度，这通常是与消费者相关的科技公司最大的季度。亚马逊首席执行官安迪-贾西（Andy Jassy）在一份声明中表示，亚马逊预计其消费者业务将产生 “数十亿美元的额外成本”，因为它要应对 “劳动力供应短缺、工资成本增加、全球供应链问题以及货运和海运成本增加 ”的问题。</blockquote></p><p> The shares of both tech mega stars — which both trade over $1 trillion in market cap — tumbled in after-hours trading, with Apple falling 3.53% while Amazon lost 4%.</p><p><blockquote>两家科技巨星的市值均超过 1 万亿美元，其股价在盘后交易中暴跌，苹果下跌 3.53%，亚马逊下跌 4%。</blockquote></p><p> While neither company is seeing any loss of demand — in fact the opposite is occurring because they cannot keep up with demand amid the global shipping and product constraints — the news was a downer for investors counting on them to finish the year strongly. As consumer-focused companies could have a harder time meeting all the demand in the upcoming holiday season, corporate-focused tech giants — such as Microsoft — could be a safer play for now.</p><p><blockquote>虽然两家公司都没有出现任何需求损失——事实上，情况恰恰相反，因为他们在全球航运和产品限制的情况下无法满足需求——但对于指望他们强劲结束这一年的投资者来说，这一消息令人沮丧。由于以消费者为中心的公司可能更难在即将到来的假日季满足所有需求，因此以企业为中心的科技巨头——例如微软——目前可能是一个更安全的选择。</blockquote></p><p> Earlier this week, Microsoft topped $20 billion in net income for the first time, with PC revenue beating expectations and the company’s fast-growing cloud business still its biggest driver. The company’s shares were up slightly in after-hours trading Thursday and were on the way to potentially surpassing Apple in market value in regular trading hours on Friday.</p><p><blockquote>本周早些时候，微软的净利润首次突破 200 亿美元大关，个人电脑收入超出预期，公司快速增长的云业务仍是其最大的驱动力。该公司股价在周四盘后交易中小幅上涨，周五正常交易时间的市值有可能超过苹果。</blockquote></p><p> Microsoft is not the only software name trending higher heading into the holidays. Atlassian,the maker of team collaboration software, saw its shares soar 9% on Thursday after blowing past Wall Street’s estimates and seeing revenue for its its cloud-based products soar 50%. On Wednesday, cloud-based software provider ServiceNow Inc. beat estimates, and one analyst on Wall Street raised its price target; its shares climbed 3.45% on Thursday.</p><p><blockquote>微软并不是唯一一个在假期前走高的软件名称。团队协作软件制造商 Atlassian 周四股价飙升 9%，超出了华尔街的预期，其云产品收入飙升 50%。周三，基于云的软件提供商ServiceNow Inc.超出预期，华尔街一位分析师上调了目标价；其股价周四上涨3.45%。</blockquote></p><p> Investors looking to stock up on tech stocks for the holidays might want to move away from the traditional players — like Apple and Amazon — and look at enterprise software developers and other cloud-computing players. They may be a bit more boring, but they are poised for more growth in the coming fourth quarter, and could be better stocking-stuffers than the more consumer-focused giants.</p><p><blockquote>希望在假期储备科技股的投资者可能希望远离苹果和亚马逊等传统参与者，转而关注企业软件开发商和其他云计算参与者。它们可能有点无聊，但它们有望在即将到来的第四季度实现更多增长，并且可能比更注重消费者的巨头更好地囤货。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.marketwatch.com/story/apple-and-amazon-are-struggling-so-investors-may-want-to-look-to-these-tech-stocks-instead-11635469850?mod=home-page\">MarketWatch</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":{"MSFT":"微软","NOW":"ServiceNow","TEAM":"Atlassian Corporation PLC","AMZN":"亚马逊","AAPL":"苹果"},"source_url":"https://www.marketwatch.com/story/apple-and-amazon-are-struggling-so-investors-may-want-to-look-to-these-tech-stocks-instead-11635469850?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1146294800","content_text":"As companies focused on getting goods to consumers struggle with supply-chain issues heading into the holidays, enterprise software companies are looking strong\nA logjam of container ships, at top, wait to offload at the Port of Los Angeles in September. Supply-chain issues are expected to weigh heavily on both Apple and Amazon this quarter.\nBoth Apple Inc. and Amazon.com Inc. had rare earnings disappointments on Thursday, which may lead investors to look in another direction for big holiday returns.\nThis column warned that the two tech giants could stumble this quarter, as the supply-chain issues that had been affecting other industries took a bite out of both Apple and Amazon.It appears those issues will continue into the normally huge holiday quarter for the consumer-focused companies, while a natural rival of both — Microsoft Corp. — offered a huge holiday forecast just a few days earlier.\nApple reported a rare revenue miss — its first since the December quarter of 2018 — with revenue of $83.4 billion coming in $1.7 billion below analysts’ estimates of $85.1 billion for its fiscal fourth quarter. Since the pandemic, Apple no longer gives revenue guidance, but the bulk of the revenue shortfall came from iPhone sales, which came in $2.1 billion below analysts expectations. Sales of Macs and iPads, however, exceeded estimates.\nApple’s Chief Financial Officer Luca Maestri told analysts that the ongoing supply constraints hurt its revenue by around $6 billion, and that the impact will be larger in the December quarter. The products most effected were the iPhone, the iPad and the Mac, and the constraints were caused by both semiconductor shortages and manufacturing disruptions because of the COVID-19 pandemic.\nAmazon reported an even sharper-than-expected drop in earnings, with a huge surge in expenses, as it tried to shore up staff and dealt with unprecedented supply-chain issues. Amazon’s costs to fulfill and ship orders increased to $18.5 billion from $14.71 billion. Amazon reported third-quarter earnings per share of $6.12, a drop of nearly 50% from the year-ago and below analysts’ average expectations of $8.90 a share.\nThese higher fulfillment and employee costs, like Apple’s supply-chain constraints, will continue in the fourth quarter, usually the biggest for consumer-related tech companies. Amazon CEO Andy Jassy said in a statement that Amazon expects to incur “several billion dollars of additional costs” in its consumer business, as it deals with “labor supply shortages, increased wage costs, global supply-chain issues, and increased freight and shipping costs.”\nThe shares of both tech mega stars — which both trade over $1 trillion in market cap — tumbled in after-hours trading, with Apple falling 3.53% while Amazon lost 4%.\nWhile neither company is seeing any loss of demand — in fact the opposite is occurring because they cannot keep up with demand amid the global shipping and product constraints — the news was a downer for investors counting on them to finish the year strongly. As consumer-focused companies could have a harder time meeting all the demand in the upcoming holiday season, corporate-focused tech giants — such as Microsoft — could be a safer play for now.\nEarlier this week, Microsoft topped $20 billion in net income for the first time, with PC revenue beating expectations and the company’s fast-growing cloud business still its biggest driver. The company’s shares were up slightly in after-hours trading Thursday and were on the way to potentially surpassing Apple in market value in regular trading hours on Friday.\nMicrosoft is not the only software name trending higher heading into the holidays. Atlassian,the maker of team collaboration software, saw its shares soar 9% on Thursday after blowing past Wall Street’s estimates and seeing revenue for its its cloud-based products soar 50%. On Wednesday, cloud-based software provider ServiceNow Inc. beat estimates, and one analyst on Wall Street raised its price target; its shares climbed 3.45% on Thursday.\nInvestors looking to stock up on tech stocks for the holidays might want to move away from the traditional players — like Apple and Amazon — and look at enterprise software developers and other cloud-computing players. They may be a bit more boring, but they are poised for more growth in the coming fourth quarter, and could be better stocking-stuffers than the more consumer-focused giants.","news_type":1,"symbols_score_info":{"MSFT":0.9,"TEAM":0.9,"AMZN":0.9,"NOW":0.9,"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":1168,"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":13,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/854729218"}
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