Applemh1928
2021-09-13
Oh
Tech Stocks Roundup: Google is the 'Cheapest of FAANG'<blockquote>科技股综述：谷歌是“FAANG中最便宜的”</blockquote>
免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。
分享至
微信
复制链接
精彩评论
我们需要你的真知灼见来填补这片空白
打开APP，发表看法
APP内打开
发表看法
{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":888532304,"tweetId":"888532304","gmtCreate":1631505972108,"gmtModify":1631890655212,"author":{"id":4089370506564720,"idStr":"4089370506564720","authorId":4089370506564720,"authorIdStr":"4089370506564720","name":"Applemh1928","avatar":"https://static.tigerbbs.com/3b67986ce8802c4167afe02def3d8349","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":11,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":5,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"extraTitle":"","html":"<html><head></head><body><p>Oh</p></body></html>","htmlText":"<html><head></head><body><p>Oh</p></body></html>","text":"Oh","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/888532304","repostId":1161862404,"repostType":2,"repost":{"id":"1161862404","kind":"news","pubTimestamp":1631503206,"share":"https://www.laohu8.com/m/news/1161862404?lang=zh_CN&edition=full","pubTime":"2021-09-13 11:20","market":"us","language":"en","title":"Tech Stocks Roundup: Google is the 'Cheapest of FAANG'<blockquote>科技股综述：谷歌是“FAANG中最便宜的”</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1161862404","media":"Thestreet","summary":"Apple (AAPL) investor expectations \"remain muted\" ahead of the computer giant's iPhone 13 unveiling","content":"<p>Apple (AAPL) investor expectations \"remain muted\" ahead of the computer giant's iPhone 13 unveiling, setting up a busy fall with product launches, a Morgan Stanley analyst said.</p><p><blockquote>摩根士丹利分析师表示，在这家计算机巨头iPhone 13发布之前，苹果(AAPL)投资者的预期“仍然低迷”，导致秋季产品发布繁忙。</blockquote></p><p> Analyst Katy Huberty discussed investor expectations leading up to Apple's annual event, dubbed California Streaming, which is set for Tuesday. \"Investor expectations remain muted, which creates a compelling setup into the fall should early iPhone 13 data points outperform expectations,\" the analyst said in a research note.</p><p><blockquote>分析师凯蒂·休伯蒂(Katy Huberty)讨论了投资者对苹果年度活动（名为“加州流媒体”）的预期，该活动定于周二举行。该分析师在一份研究报告中表示：“投资者的预期仍然低迷，如果iPhone 13早期数据点超出预期，这将为秋季创造一个引人注目的环境。”</blockquote></p><p> Huberty said that based on conversations with her Apple supply chain research colleagues, \"we expect the fall of 2021 to be another busy period of product launches, with the iPhone 13 family, the Apple Watch 7, AirPods, 3, new iPads, and new MacBook Pros with M1 all expected to be released before year-end.\"</p><p><blockquote>Huberty表示，根据与苹果供应链研究同事的对话，“我们预计2021年秋季将是另一个产品发布的繁忙时期，iPhone 13系列、苹果Watch 7、AirPods、3、新款iPad以及配备M1的新款MacBook Pro预计都将在年底前发布。”</blockquote></p><p> Investors expect the iPhone 13 to be a more \"evolutionary\" product cycle with fewer significant technology upgrades compared with iPhone 12, she said. The analyst said the iPhone launch event has not been a major stock catalyst. Over the past seven years, Apple shares have risen just 1% on average in the week following the event.</p><p><blockquote>她表示，投资者预计iPhone 13将是一个更具“进化性”的产品周期，与iPhone 12相比，重大技术升级较少。该分析师表示，iPhone发布会并不是主要的股票催化剂。过去七年来，苹果股价在事件发生后一周平均仅上涨1%。</blockquote></p><p> \"Should early iPhone 13 demand data exceed buy-side expectations,\" Huberty said, \"we'd expect Apple shares to rerate higher and likely trade between our $168 base and $245 bull-case valuations, driven by both positive estimate revisions and multiple expansion.\"</p><p><blockquote>Huberty表示：“如果早期iPhone 13需求数据超出买方预期，我们预计苹果股价将重新估值更高，并可能在积极的预估修正和倍数的推动下，在168美元的基础估值和245美元的牛市估值之间交易扩张。”</blockquote></p><p> In terms of positioning ahead of the event, Huberty said \"we still believe the majority of institutional investors are positioned as neutral to negative, despite the fact that Apple shares have rallied over 20% in the past 3 months following a number of App Store headlines that have resolved a handful of existing lawsuits/investigations.\"</p><p><blockquote>在活动前的定位方面，Huberty表示：“我们仍然认为大多数机构投资者的定位是中性至负面，尽管在应用商店发布大量头条新闻后，苹果股价在过去3个月内上涨了20%以上。”已经解决了一些现有的诉讼/调查。”</blockquote></p><p> Piper Sandler analyst Harsh Kumar raised the firm's price target on Apple to $175 from $165 and reiterated an overweight rating on the shares. Baird analysts boosted their price target for Apple to $170 from $160 a share, saying they \"continue to view [the] shares as attractive for long-term-oriented investors.\"</p><p><blockquote>Piper Sandler分析师Harsh Kumar将苹果的目标股价从165美元上调至175美元，并重申了跑赢大盘对该股的评级。Baird分析师将苹果的目标股价从每股160美元上调至170美元，称他们“继续认为该股对长期投资者具有吸引力”。</blockquote></p><p> Apple and Alphabet's Google (GOOGL) - Get Alphabet Inc. Class A Report will be required under a new South Korean law to open their application stores to alternative payment systems. The bill was passed by South Korea’s National Assembly, The Wall Street Journal reported, and it is the first in the world to dent the companies’ dominance over how apps on their platforms sell their digital goods.</p><p><blockquote>根据韩国新法律，苹果和Alphabet的谷歌（GOOGL）-获取Alphabet公司A级报告将被要求向替代支付系统开放其应用商店。据《华尔街日报》报道，该法案由韩国国会通过，这是世界上第一个削弱公司对其平台上的应用程序销售数字商品的主导地位的法案。</blockquote></p><p> The legislation amends South Korea’s Telecommunications Business Act to prevent large app-market operators from requiring the use of their in-app purchasing systems. It also bans operators from unreasonably delaying the approval of apps or deleting them from the marketplace. Companies that fail to comply could be fined up to 3% of their South Korean revenue by the Korea Communications Commission.</p><p><blockquote>该立法修订了韩国的《电信商业法》，以防止大型应用市场运营商要求使用其应用内购买系统。它还禁止运营商不合理地推迟应用程序的批准或从市场上删除它们。不遵守规定的公司可能会被韩国通信委员会处以高达其韩国收入3%的罚款。</blockquote></p><p> The bill in Korea has been nicknamed the “Google power-abuse-prevention law” by some lawmakers and media. Google’s Play Store accounted for 75% of mobile app downloads globally in the second quarter. Apple accounted for 65% of app-store consumer spending on in-app purchases and subscriptions during the same quarter, the Journal reported, citing App Annie, a mobile-app analytics firm.</p><p><blockquote>韩国的这项法案被一些立法者和媒体戏称为“谷歌滥用权力预防法”。谷歌Play商店第二季度占全球移动应用下载量的75%。《华尔街日报》援引移动应用分析公司App Annie的报道称，同一季度，苹果占App Store消费者应用内购买和订阅支出的65%。</blockquote></p><p> Apple and Google are facing lawsuits and investigations in several countries.</p><p><blockquote>苹果和谷歌在多个国家面临诉讼和调查。</blockquote></p><p> Alphabet and Apple are holdings in Jim Cramer's Action Alerts PLUS investing club. Want to be alerted before Jim Cramer buys or sells these stocks? Learn more now.</p><p><blockquote>Alphabet和苹果持有吉姆·克莱默的Action Alerts PLUS投资俱乐部的股份。想在吉姆·克莱默购买或出售这些股票之前收到提醒吗？立即了解更多信息。</blockquote></p><p> Here is a breakdown list of the technology and FAANG stocks to watch right now based on their performance over the past week:</p><p><blockquote>以下是根据过去一周的表现，目前值得关注的科技股和FAANG股票的细分列表：</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>Tech Stocks Roundup: Google is the 'Cheapest of FAANG'<blockquote>科技股综述：谷歌是“FAANG中最便宜的”</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 Roundup: Google is the 'Cheapest of FAANG'<blockquote>科技股综述：谷歌是“FAANG中最便宜的”</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Thestreet</strong><span class=\"h-time small\">2021-09-13 11:20</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Apple (AAPL) investor expectations \"remain muted\" ahead of the computer giant's iPhone 13 unveiling, setting up a busy fall with product launches, a Morgan Stanley analyst said.</p><p><blockquote>摩根士丹利分析师表示，在这家计算机巨头iPhone 13发布之前，苹果(AAPL)投资者的预期“仍然低迷”，导致秋季产品发布繁忙。</blockquote></p><p> Analyst Katy Huberty discussed investor expectations leading up to Apple's annual event, dubbed California Streaming, which is set for Tuesday. \"Investor expectations remain muted, which creates a compelling setup into the fall should early iPhone 13 data points outperform expectations,\" the analyst said in a research note.</p><p><blockquote>分析师凯蒂·休伯蒂(Katy Huberty)讨论了投资者对苹果年度活动（名为“加州流媒体”）的预期，该活动定于周二举行。该分析师在一份研究报告中表示：“投资者的预期仍然低迷，如果iPhone 13早期数据点超出预期，这将为秋季创造一个引人注目的环境。”</blockquote></p><p> Huberty said that based on conversations with her Apple supply chain research colleagues, \"we expect the fall of 2021 to be another busy period of product launches, with the iPhone 13 family, the Apple Watch 7, AirPods, 3, new iPads, and new MacBook Pros with M1 all expected to be released before year-end.\"</p><p><blockquote>Huberty表示，根据与苹果供应链研究同事的对话，“我们预计2021年秋季将是另一个产品发布的繁忙时期，iPhone 13系列、苹果Watch 7、AirPods、3、新款iPad以及配备M1的新款MacBook Pro预计都将在年底前发布。”</blockquote></p><p> Investors expect the iPhone 13 to be a more \"evolutionary\" product cycle with fewer significant technology upgrades compared with iPhone 12, she said. The analyst said the iPhone launch event has not been a major stock catalyst. Over the past seven years, Apple shares have risen just 1% on average in the week following the event.</p><p><blockquote>她表示，投资者预计iPhone 13将是一个更具“进化性”的产品周期，与iPhone 12相比，重大技术升级较少。该分析师表示，iPhone发布会并不是主要的股票催化剂。过去七年来，苹果股价在事件发生后一周平均仅上涨1%。</blockquote></p><p> \"Should early iPhone 13 demand data exceed buy-side expectations,\" Huberty said, \"we'd expect Apple shares to rerate higher and likely trade between our $168 base and $245 bull-case valuations, driven by both positive estimate revisions and multiple expansion.\"</p><p><blockquote>Huberty表示：“如果早期iPhone 13需求数据超出买方预期，我们预计苹果股价将重新估值更高，并可能在积极的预估修正和倍数的推动下，在168美元的基础估值和245美元的牛市估值之间交易扩张。”</blockquote></p><p> In terms of positioning ahead of the event, Huberty said \"we still believe the majority of institutional investors are positioned as neutral to negative, despite the fact that Apple shares have rallied over 20% in the past 3 months following a number of App Store headlines that have resolved a handful of existing lawsuits/investigations.\"</p><p><blockquote>在活动前的定位方面，Huberty表示：“我们仍然认为大多数机构投资者的定位是中性至负面，尽管在应用商店发布大量头条新闻后，苹果股价在过去3个月内上涨了20%以上。”已经解决了一些现有的诉讼/调查。”</blockquote></p><p> Piper Sandler analyst Harsh Kumar raised the firm's price target on Apple to $175 from $165 and reiterated an overweight rating on the shares. Baird analysts boosted their price target for Apple to $170 from $160 a share, saying they \"continue to view [the] shares as attractive for long-term-oriented investors.\"</p><p><blockquote>Piper Sandler分析师Harsh Kumar将苹果的目标股价从165美元上调至175美元，并重申了跑赢大盘对该股的评级。Baird分析师将苹果的目标股价从每股160美元上调至170美元，称他们“继续认为该股对长期投资者具有吸引力”。</blockquote></p><p> Apple and Alphabet's Google (GOOGL) - Get Alphabet Inc. Class A Report will be required under a new South Korean law to open their application stores to alternative payment systems. The bill was passed by South Korea’s National Assembly, The Wall Street Journal reported, and it is the first in the world to dent the companies’ dominance over how apps on their platforms sell their digital goods.</p><p><blockquote>根据韩国新法律，苹果和Alphabet的谷歌（GOOGL）-获取Alphabet公司A级报告将被要求向替代支付系统开放其应用商店。据《华尔街日报》报道，该法案由韩国国会通过，这是世界上第一个削弱公司对其平台上的应用程序销售数字商品的主导地位的法案。</blockquote></p><p> The legislation amends South Korea’s Telecommunications Business Act to prevent large app-market operators from requiring the use of their in-app purchasing systems. It also bans operators from unreasonably delaying the approval of apps or deleting them from the marketplace. Companies that fail to comply could be fined up to 3% of their South Korean revenue by the Korea Communications Commission.</p><p><blockquote>该立法修订了韩国的《电信商业法》，以防止大型应用市场运营商要求使用其应用内购买系统。它还禁止运营商不合理地推迟应用程序的批准或从市场上删除它们。不遵守规定的公司可能会被韩国通信委员会处以高达其韩国收入3%的罚款。</blockquote></p><p> The bill in Korea has been nicknamed the “Google power-abuse-prevention law” by some lawmakers and media. Google’s Play Store accounted for 75% of mobile app downloads globally in the second quarter. Apple accounted for 65% of app-store consumer spending on in-app purchases and subscriptions during the same quarter, the Journal reported, citing App Annie, a mobile-app analytics firm.</p><p><blockquote>韩国的这项法案被一些立法者和媒体戏称为“谷歌滥用权力预防法”。谷歌Play商店第二季度占全球移动应用下载量的75%。《华尔街日报》援引移动应用分析公司App Annie的报道称，同一季度，苹果占App Store消费者应用内购买和订阅支出的65%。</blockquote></p><p> Apple and Google are facing lawsuits and investigations in several countries.</p><p><blockquote>苹果和谷歌在多个国家面临诉讼和调查。</blockquote></p><p> Alphabet and Apple are holdings in Jim Cramer's Action Alerts PLUS investing club. Want to be alerted before Jim Cramer buys or sells these stocks? Learn more now.</p><p><blockquote>Alphabet和苹果持有吉姆·克莱默的Action Alerts PLUS投资俱乐部的股份。想在吉姆·克莱默购买或出售这些股票之前收到提醒吗？立即了解更多信息。</blockquote></p><p> Here is a breakdown list of the technology and FAANG stocks to watch right now based on their performance over the past week:</p><p><blockquote>以下是根据过去一周的表现，目前值得关注的科技股和FAANG股票的细分列表：</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.thestreet.com/technology/tech-stocks-roundup-google-is-the-cheapest-of-faang?puc=yahoo&cm_ven=YAHOO\">Thestreet</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":{"AAPL":"苹果","GOOG":"谷歌"},"source_url":"https://www.thestreet.com/technology/tech-stocks-roundup-google-is-the-cheapest-of-faang?puc=yahoo&cm_ven=YAHOO","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1161862404","content_text":"Apple (AAPL) investor expectations \"remain muted\" ahead of the computer giant's iPhone 13 unveiling, setting up a busy fall with product launches, a Morgan Stanley analyst said.\nAnalyst Katy Huberty discussed investor expectations leading up to Apple's annual event, dubbed California Streaming, which is set for Tuesday. \"Investor expectations remain muted, which creates a compelling setup into the fall should early iPhone 13 data points outperform expectations,\" the analyst said in a research note.\nHuberty said that based on conversations with her Apple supply chain research colleagues, \"we expect the fall of 2021 to be another busy period of product launches, with the iPhone 13 family, the Apple Watch 7, AirPods, 3, new iPads, and new MacBook Pros with M1 all expected to be released before year-end.\"\nInvestors expect the iPhone 13 to be a more \"evolutionary\" product cycle with fewer significant technology upgrades compared with iPhone 12, she said. The analyst said the iPhone launch event has not been a major stock catalyst. Over the past seven years, Apple shares have risen just 1% on average in the week following the event.\n\"Should early iPhone 13 demand data exceed buy-side expectations,\" Huberty said, \"we'd expect Apple shares to rerate higher and likely trade between our $168 base and $245 bull-case valuations, driven by both positive estimate revisions and multiple expansion.\"\nIn terms of positioning ahead of the event, Huberty said \"we still believe the majority of institutional investors are positioned as neutral to negative, despite the fact that Apple shares have rallied over 20% in the past 3 months following a number of App Store headlines that have resolved a handful of existing lawsuits/investigations.\"\nPiper Sandler analyst Harsh Kumar raised the firm's price target on Apple to $175 from $165 and reiterated an overweight rating on the shares. Baird analysts boosted their price target for Apple to $170 from $160 a share, saying they \"continue to view [the] shares as attractive for long-term-oriented investors.\"\nApple and Alphabet's Google (GOOGL) - Get Alphabet Inc. Class A Report will be required under a new South Korean law to open their application stores to alternative payment systems. The bill was passed by South Korea’s National Assembly, The Wall Street Journal reported, and it is the first in the world to dent the companies’ dominance over how apps on their platforms sell their digital goods.\nThe legislation amends South Korea’s Telecommunications Business Act to prevent large app-market operators from requiring the use of their in-app purchasing systems. It also bans operators from unreasonably delaying the approval of apps or deleting them from the marketplace. Companies that fail to comply could be fined up to 3% of their South Korean revenue by the Korea Communications Commission.\nThe bill in Korea has been nicknamed the “Google power-abuse-prevention law” by some lawmakers and media. Google’s Play Store accounted for 75% of mobile app downloads globally in the second quarter. Apple accounted for 65% of app-store consumer spending on in-app purchases and subscriptions during the same quarter, the Journal reported, citing App Annie, a mobile-app analytics firm.\nApple and Google are facing lawsuits and investigations in several countries.\nAlphabet and Apple are holdings in Jim Cramer's Action Alerts PLUS investing club. Want to be alerted before Jim Cramer buys or sells these stocks? Learn more now.\nHere is a breakdown list of the technology and FAANG stocks to watch right now based on their performance over the past week:","news_type":1,"symbols_score_info":{"AAPL":0.9,"GOOG":0.9}},"isVote":1,"tweetType":1,"viewCount":2728,"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/888532304"}
精彩评论