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blee047

blee047

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2021-12-23

Wa

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2021-12-23

Snsn

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2021-12-23

A

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2021-12-21

Very godo

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2021-12-21

Ah

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2021-12-21

Aa

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2021-12-21

Wh

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2021-12-21

Qa

纳税700亿破纪录，马斯克又火了！股民却怒告：股价暴跌1.8万亿……<blockquote>纳税700亿破纪录，马斯克又火了！股民怒斥：股价暴跌1.8万亿……</blockquote>

2021-12-21

Wa

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2021-12-21

Yay

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2021-11-01

Great ariticle, would you like to share it?

@小虎活动:[Halloween Game] Trade or Treat!

2021-11-01

Wiw

@小虎活动:[Halloween Game] Trade or Treat!

2021-11-01

Great ariticle, would you like to share it?

@小虎活动:[Halloween Game] Trade or Treat!

2021-06-28

Wa

Top strategist opens her playbook for the year’s second half, sees market turbulence ahead<blockquote>顶级策略师开启下半年策略，预计未来市场将出现动荡</blockquote>

2021-06-21

Wa

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2021-06-17

Wa

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2021-06-16

Nice

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2021-06-14

Wow

Looking for Tech Stocks? These 2 Are Great Buys<blockquote>寻找科技股？这两个很划算</blockquote>

2021-06-14

Wow

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2021-03-02

Thats not good news

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05:39","market":"hk","language":"en","title":"纳税700亿破纪录，马斯克又火了！股民却怒告：股价暴跌1.8万亿……<blockquote>纳税700亿破纪录，马斯克又火了！股民怒斥：股价暴跌1.8万亿……</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2193139506","media":"金十数据","summary":"马斯克被股民告了：自他发减持推文以来，特斯拉市值已蒸发1.8万亿。","content":"","source":"xnew_highlight","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>纳税700亿破纪录，马斯克又火了！股民却怒告：股价暴跌1.8万亿……<blockquote>纳税700亿破纪录，马斯克又火了！股民怒斥：股价暴跌1.8万亿……</blockquote></title>\n<style 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href=\"https://xnews.jin10.com/webapp/details.html?id=87636&type=news\">金十数据</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":"https://cdn-news.jin10.com/dd769caf-c636-4ecb-b8d2-73b9397653cb.jpg/lite","relate_stocks":{"BK4099":"汽车制造商","BK4550":"红杉资本持仓","BK4548":"巴美列捷福持仓","BK4534":"瑞士信贷持仓","TSLA":"特斯拉","BK4555":"新能源车","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4527":"明星科技股","BK4551":"寇图资本持仓"},"source_url":"https://xnews.jin10.com/webapp/details.html?id=87636&type=news","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2193139506","content_text":"1","news_type":1,"symbols_score_info":{"TSLA":1}},"isVote":1,"tweetType":1,"viewCount":1788,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":693519824,"gmtCreate":1640048903568,"gmtModify":1640048903697,"author":{"id":"3568674001722127","authorId":"3568674001722127","name":"blee047","avatar":"https://static.tigerbbs.com/2272fea5e036f865e5904a18ededa7b1","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3568674001722127","idStr":"3568674001722127"},"themes":[],"htmlText":"Wa","listText":"Wa","text":"Wa","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/693519824","repostId":"2193213677","repostType":2,"isVote":1,"tweetType":1,"viewCount":1454,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":693519073,"gmtCreate":1640048873001,"gmtModify":1640048873183,"author":{"id":"3568674001722127","authorId":"3568674001722127","name":"blee047","avatar":"https://static.tigerbbs.com/2272fea5e036f865e5904a18ededa7b1","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3568674001722127","idStr":"3568674001722127"},"themes":[],"htmlText":"Yay","listText":"Yay","text":"Yay","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/693519073","repostId":"1198736123","repostType":2,"isVote":1,"tweetType":1,"viewCount":1694,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":849379362,"gmtCreate":1635731781029,"gmtModify":1635731781131,"author":{"id":"3568674001722127","authorId":"3568674001722127","name":"blee047","avatar":"https://static.tigerbbs.com/2272fea5e036f865e5904a18ededa7b1","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3568674001722127","idStr":"3568674001722127"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/849379362","repostId":"850756569","repostType":1,"repost":{"id":850756569,"gmtCreate":1634631211448,"gmtModify":1635853120757,"author":{"id":"36984908995200","authorId":"36984908995200","name":"小虎活动","avatar":"https://static.tigerbbs.com/9e396d03155923b283948d2dec9191f8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"36984908995200","idStr":"36984908995200"},"themes":[],"title":"[Halloween Game] Trade or Treat!","htmlText":"Hello, dear Tigers!&nbsp; Happy&nbsp;Halloween!&nbsp;🎃🎃🎃&nbsp;&nbsp; <a href=\"https://www.tigerbrokers.com.sg/activity/market/2021/halloween/?lang=en_US#/\" target=\"_blank\">Tap&nbsp;here&nbsp;to&nbsp;play the Halloween 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All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'.&nbsp; 2.&nbsp;How to collect points? Each player has 30 seconds to catch falling candies while av","listText":"Hello, dear Tigers!&nbsp; Happy&nbsp;Halloween!&nbsp;🎃🎃🎃&nbsp;&nbsp; <a href=\"https://www.tigerbrokers.com.sg/activity/market/2021/halloween/?lang=en_US#/\" target=\"_blank\">Tap&nbsp;here&nbsp;to&nbsp;play the Halloween game,&nbsp;and&nbsp;you&nbsp;stand&nbsp;a&nbsp;chance&nbsp;to win various rewards!&nbsp;</a> Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1.&nbsp;How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. 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All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'.&nbsp; 2.&nbsp;How to collect points? Each player has 30 seconds to catch falling candies while av","listText":"Hello, dear Tigers!&nbsp; Happy&nbsp;Halloween!&nbsp;🎃🎃🎃&nbsp;&nbsp; <a href=\"https://www.tigerbrokers.com.sg/activity/market/2021/halloween/?lang=en_US#/\" target=\"_blank\">Tap&nbsp;here&nbsp;to&nbsp;play the Halloween game,&nbsp;and&nbsp;you&nbsp;stand&nbsp;a&nbsp;chance&nbsp;to win various rewards!&nbsp;</a> Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1.&nbsp;How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. 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Each player has 30 seconds to catch falling candies while av","images":[],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/850756569","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":507,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":849321550,"gmtCreate":1635730440632,"gmtModify":1635730440723,"author":{"id":"3568674001722127","authorId":"3568674001722127","name":"blee047","avatar":"https://static.tigerbbs.com/2272fea5e036f865e5904a18ededa7b1","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3568674001722127","idStr":"3568674001722127"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/849321550","repostId":"850756569","repostType":1,"repost":{"id":850756569,"gmtCreate":1634631211448,"gmtModify":1635853120757,"author":{"id":"36984908995200","authorId":"36984908995200","name":"小虎活动","avatar":"https://static.tigerbbs.com/9e396d03155923b283948d2dec9191f8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"36984908995200","idStr":"36984908995200"},"themes":[],"title":"[Halloween Game] Trade or Treat!","htmlText":"Hello, dear Tigers!&nbsp; Happy&nbsp;Halloween!&nbsp;🎃🎃🎃&nbsp;&nbsp; <a href=\"https://www.tigerbrokers.com.sg/activity/market/2021/halloween/?lang=en_US#/\" target=\"_blank\">Tap&nbsp;here&nbsp;to&nbsp;play the Halloween game,&nbsp;and&nbsp;you&nbsp;stand&nbsp;a&nbsp;chance&nbsp;to win various rewards!&nbsp;</a> Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1.&nbsp;How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'.&nbsp; 2.&nbsp;How to collect points? Each player has 30 seconds to catch falling candies while av","listText":"Hello, dear Tigers!&nbsp; Happy&nbsp;Halloween!&nbsp;🎃🎃🎃&nbsp;&nbsp; <a href=\"https://www.tigerbrokers.com.sg/activity/market/2021/halloween/?lang=en_US#/\" target=\"_blank\">Tap&nbsp;here&nbsp;to&nbsp;play the Halloween game,&nbsp;and&nbsp;you&nbsp;stand&nbsp;a&nbsp;chance&nbsp;to win various rewards!&nbsp;</a> Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1.&nbsp;How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'.&nbsp; 2.&nbsp;How to collect points? Each player has 30 seconds to catch falling candies while av","text":"Hello, dear Tigers! Happy Halloween! 🎃🎃🎃 Tap here to play the Halloween game, and you stand a chance to win various rewards! Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1. How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'. 2. How to collect points? Each player has 30 seconds to catch falling candies while av","images":[],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/850756569","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":505,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":127105768,"gmtCreate":1624838354554,"gmtModify":1631892186609,"author":{"id":"3568674001722127","authorId":"3568674001722127","name":"blee047","avatar":"https://static.tigerbbs.com/2272fea5e036f865e5904a18ededa7b1","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3568674001722127","idStr":"3568674001722127"},"themes":[],"htmlText":"Wa","listText":"Wa","text":"Wa","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/127105768","repostId":"1161764161","repostType":4,"repost":{"id":"1161764161","kind":"news","pubTimestamp":1624836456,"share":"https://www.laohu8.com/m/news/1161764161?lang=zh_CN&edition=full","pubTime":"2021-06-28 07:27","market":"us","language":"en","title":"Top strategist opens her playbook for the year’s second half, sees market turbulence ahead<blockquote>顶级策略师开启下半年策略，预计未来市场将出现动荡</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1161764161","media":"CNBC","summary":"Wilmington Trust’s Meghan Shue is opening her playbook for the year’s second half — which starts Thu","content":"<p>Wilmington Trust’s Meghan Shue is opening her playbook for the year’s second half — which starts Thursday.</p><p><blockquote>威尔明顿信托基金(Wilmington Trust)的梅根·舒(Meghan Shue)将于周四开始公布下半年的行动计划。</blockquote></p><p> Her strategy includes an overexposure to cyclicals, and she favors&nbsp;financials,energy,commodities,materials&nbsp;and&nbsp;industrials.</p><p><blockquote>她的策略包括过度投资周期性股票，她青睐金融、能源、大宗商品、材料和工业。</blockquote></p><p> \"We see the economic recovery continuing and being a tailwind for stocks,\" the firm's head of investment strategy told CNBC's \"Trading Nation\" on Friday.</p><p><blockquote>该公司投资策略主管周五对CNBC的“Trading Nation”节目表示：“我们认为经济复苏将持续，并成为股市的顺风车。”</blockquote></p><p> Unless this week sees a dramatic sell-off, the market will start the year's final six months around record highs.</p><p><blockquote>除非本周出现大幅抛售，否则市场将在今年最后六个月的历史高点附近开始。</blockquote></p><p> The&nbsp;S&amp;P 500&nbsp;just wrapped up&nbsp;its best week since February,closing at 4,280.70 — an all-time high. The&nbsp;Dow&nbsp;closed up 3.4% for the week, notching its best weekly performance since mid-March.</p><p><blockquote>标准普尔500指数刚刚结束了自2月份以来表现最好的一周，收于4,280.70点，创下历史新高。道指本周收涨3.4%，创3月中旬以来最佳单周表现。</blockquote></p><p> The tech-heavy&nbsp;Nasdaq&nbsp;closed slightly lower on Friday. But it’s up 2.35% for the week.</p><p><blockquote>以科技股为主的纳斯达克周五小幅收低。但本周上涨了2.35%。</blockquote></p><p> Shue is optimistic on the broader market, but she also predicts turbulence ahead.</p><p><blockquote>Shue对大盘持乐观态度，但她也预测未来将出现动荡。</blockquote></p><p> “We are expecting some perhaps consolidation, maybe a pullback from here,” said Shue, a CNBC contributor.</p><p><blockquote>CNBC撰稿人Shue表示：“我们预计可能会出现一些整合，也可能会出现回调。”</blockquote></p><p> Shue, who oversees $141.5 billion in assets, is neutral on growth stocks,particularly Big Tech. She views the group as a key part of a diversified portfolio. However, Shue would avoid getting too deep into the group because she expects a rising10-year Treasury note yield&nbsp;to act as a headwind. According to Shue, it should reach at least 2% over the next 12 months.</p><p><blockquote>Shue管理着1,415亿美元的资产，他对成长型股票，尤其是大型科技股持中立态度。她认为该集团是多元化投资组合的关键部分。然而，Shue会避免深入该集团，因为她预计10年期国债收益率上升将成为阻力。Shue表示，未来12个月内至少应达到2%。</blockquote></p><p> ‘It’s really important not to forget about technology’</p><p><blockquote>“不要忘记技术非常重要”</blockquote></p><p> “Technology is really a long term story. So, it might have some challenges if our interest rate view pans out. But it’s such an integral part of the economy,” she noted. “It’s really important not to forget about technology even if there is perhaps some choppiness over the next few months.”</p><p><blockquote>“技术确实是一个长期的故事。因此，如果我们的利率观点成功，它可能会面临一些挑战。但它是经济不可或缺的一部分，”她指出。“即使未来几个月可能会出现一些波动，也不要忘记技术，这一点非常重要。”</blockquote></p><p> Shue expects the record rally to moderate over the next six months. She sees low to mid-single percentage gains.</p><p><blockquote>Shue预计创纪录的涨势将在未来六个月内放缓。她认为单一百分比涨幅为中低。</blockquote></p><p> “Every indication that we have so far in the economic data is that we are probably at or just beyond the peak pace of economic activity perhaps of this cycle,” said Shue. “We are moving into probably a deceleration phase.”</p><p><blockquote>舒表示：“迄今为止，经济数据中的所有迹象都表明，我们可能正处于或刚刚超过本周期经济活动的峰值速度。”“我们可能正在进入减速阶段。”</blockquote></p><p> Yet, Shue suggests that shouldn’t spook investors.</p><p><blockquote>然而，舒表示，这不应该吓到投资者。</blockquote></p><p> “The deceleration may actually still be above trend growth for the U.S. and the global economy,” she said.</p><p><blockquote>她表示：“美国和全球经济的减速实际上可能仍高于趋势增长。”</blockquote></p><p> For now, Shue is underweightconsumer staples,utilitiesandREITS, which are considered defensive plays.</p><p><blockquote>目前，Shue减持了消费必需品、公用事业和REITs，这些股票被认为是防御性股票。</blockquote></p><p> “It’s been a pretty incredible run over the past 12 months, and we have clearly been bouncing off of the bottom,” Shue said.</p><p><blockquote>“过去12个月的表现相当令人难以置信，我们显然已经从谷底反弹，”舒说。</blockquote></p><p></p>","source":"lsy1609915699154","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>Top strategist opens her playbook for the year’s second half, sees market turbulence ahead<blockquote>顶级策略师开启下半年策略，预计未来市场将出现动荡</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; 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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\">\nTop strategist opens her playbook for the year’s second half, sees market turbulence ahead<blockquote>顶级策略师开启下半年策略，预计未来市场将出现动荡</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">CNBC</strong><span class=\"h-time small\">2021-06-28 07:27</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Wilmington Trust’s Meghan Shue is opening her playbook for the year’s second half — which starts Thursday.</p><p><blockquote>威尔明顿信托基金(Wilmington Trust)的梅根·舒(Meghan Shue)将于周四开始公布下半年的行动计划。</blockquote></p><p> Her strategy includes an overexposure to cyclicals, and she favors&nbsp;financials,energy,commodities,materials&nbsp;and&nbsp;industrials.</p><p><blockquote>她的策略包括过度投资周期性股票，她青睐金融、能源、大宗商品、材料和工业。</blockquote></p><p> \"We see the economic recovery continuing and being a tailwind for stocks,\" the firm's head of investment strategy told CNBC's \"Trading Nation\" on Friday.</p><p><blockquote>该公司投资策略主管周五对CNBC的“Trading Nation”节目表示：“我们认为经济复苏将持续，并成为股市的顺风车。”</blockquote></p><p> Unless this week sees a dramatic sell-off, the market will start the year's final six months around record highs.</p><p><blockquote>除非本周出现大幅抛售，否则市场将在今年最后六个月的历史高点附近开始。</blockquote></p><p> The&nbsp;S&amp;P 500&nbsp;just wrapped up&nbsp;its best week since February,closing at 4,280.70 — an all-time high. The&nbsp;Dow&nbsp;closed up 3.4% for the week, notching its best weekly performance since mid-March.</p><p><blockquote>标准普尔500指数刚刚结束了自2月份以来表现最好的一周，收于4,280.70点，创下历史新高。道指本周收涨3.4%，创3月中旬以来最佳单周表现。</blockquote></p><p> The tech-heavy&nbsp;Nasdaq&nbsp;closed slightly lower on Friday. But it’s up 2.35% for the week.</p><p><blockquote>以科技股为主的纳斯达克周五小幅收低。但本周上涨了2.35%。</blockquote></p><p> Shue is optimistic on the broader market, but she also predicts turbulence ahead.</p><p><blockquote>Shue对大盘持乐观态度，但她也预测未来将出现动荡。</blockquote></p><p> “We are expecting some perhaps consolidation, maybe a pullback from here,” said Shue, a CNBC contributor.</p><p><blockquote>CNBC撰稿人Shue表示：“我们预计可能会出现一些整合，也可能会出现回调。”</blockquote></p><p> Shue, who oversees $141.5 billion in assets, is neutral on growth stocks,particularly Big Tech. She views the group as a key part of a diversified portfolio. However, Shue would avoid getting too deep into the group because she expects a rising10-year Treasury note yield&nbsp;to act as a headwind. According to Shue, it should reach at least 2% over the next 12 months.</p><p><blockquote>Shue管理着1,415亿美元的资产，他对成长型股票，尤其是大型科技股持中立态度。她认为该集团是多元化投资组合的关键部分。然而，Shue会避免深入该集团，因为她预计10年期国债收益率上升将成为阻力。Shue表示，未来12个月内至少应达到2%。</blockquote></p><p> ‘It’s really important not to forget about technology’</p><p><blockquote>“不要忘记技术非常重要”</blockquote></p><p> “Technology is really a long term story. So, it might have some challenges if our interest rate view pans out. But it’s such an integral part of the economy,” she noted. “It’s really important not to forget about technology even if there is perhaps some choppiness over the next few months.”</p><p><blockquote>“技术确实是一个长期的故事。因此，如果我们的利率观点成功，它可能会面临一些挑战。但它是经济不可或缺的一部分，”她指出。“即使未来几个月可能会出现一些波动，也不要忘记技术，这一点非常重要。”</blockquote></p><p> Shue expects the record rally to moderate over the next six months. She sees low to mid-single percentage gains.</p><p><blockquote>Shue预计创纪录的涨势将在未来六个月内放缓。她认为单一百分比涨幅为中低。</blockquote></p><p> “Every indication that we have so far in the economic data is that we are probably at or just beyond the peak pace of economic activity perhaps of this cycle,” said Shue. “We are moving into probably a deceleration phase.”</p><p><blockquote>舒表示：“迄今为止，经济数据中的所有迹象都表明，我们可能正处于或刚刚超过本周期经济活动的峰值速度。”“我们可能正在进入减速阶段。”</blockquote></p><p> Yet, Shue suggests that shouldn’t spook investors.</p><p><blockquote>然而，舒表示，这不应该吓到投资者。</blockquote></p><p> “The deceleration may actually still be above trend growth for the U.S. and the global economy,” she said.</p><p><blockquote>她表示：“美国和全球经济的减速实际上可能仍高于趋势增长。”</blockquote></p><p> For now, Shue is underweightconsumer staples,utilitiesandREITS, which are considered defensive plays.</p><p><blockquote>目前，Shue减持了消费必需品、公用事业和REITs，这些股票被认为是防御性股票。</blockquote></p><p> “It’s been a pretty incredible run over the past 12 months, and we have clearly been bouncing off of the bottom,” Shue said.</p><p><blockquote>“过去12个月的表现相当令人难以置信，我们显然已经从谷底反弹，”舒说。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.cnbc.com/2021/06/27/top-strategist-opens-market-playbook-for-second-half-sees-turbulence.html\">CNBC</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":{".IXIC":"NASDAQ Composite"},"source_url":"https://www.cnbc.com/2021/06/27/top-strategist-opens-market-playbook-for-second-half-sees-turbulence.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1161764161","content_text":"Wilmington Trust’s Meghan Shue is opening her playbook for the year’s second half — which starts Thursday.\nHer strategy includes an overexposure to cyclicals, and she favors financials,energy,commodities,materials and industrials.\n\"We see the economic recovery continuing and being a tailwind for stocks,\" the firm's head of investment strategy told CNBC's \"Trading Nation\" on Friday.\nUnless this week sees a dramatic sell-off, the market will start the year's final six months around record highs.\nThe S&P 500 just wrapped up its best week since February,closing at 4,280.70 — an all-time high. The Dow closed up 3.4% for the week, notching its best weekly performance since mid-March.\nThe tech-heavy Nasdaq closed slightly lower on Friday. But it’s up 2.35% for the week.\nShue is optimistic on the broader market, but she also predicts turbulence ahead.\n“We are expecting some perhaps consolidation, maybe a pullback from here,” said Shue, a CNBC contributor.\nShue, who oversees $141.5 billion in assets, is neutral on growth stocks,particularly Big Tech. She views the group as a key part of a diversified portfolio. However, Shue would avoid getting too deep into the group because she expects a rising10-year Treasury note yield to act as a headwind. According to Shue, it should reach at least 2% over the next 12 months.\n‘It’s really important not to forget about technology’\n“Technology is really a long term story. So, it might have some challenges if our interest rate view pans out. But it’s such an integral part of the economy,” she noted. “It’s really important not to forget about technology even if there is perhaps some choppiness over the next few months.”\nShue expects the record rally to moderate over the next six months. She sees low to mid-single percentage gains.\n“Every indication that we have so far in the economic data is that we are probably at or just beyond the peak pace of economic activity perhaps of this cycle,” said Shue. “We are moving into probably a deceleration phase.”\nYet, Shue suggests that shouldn’t spook investors.\n“The deceleration may actually still be above trend growth for the U.S. and the global economy,” she said.\nFor now, Shue is underweightconsumer staples,utilitiesandREITS, which are considered defensive plays.\n“It’s been a pretty incredible run over the past 12 months, and we have clearly been bouncing off of the bottom,” Shue said.","news_type":1,"symbols_score_info":{".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":390,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":167985230,"gmtCreate":1624242716120,"gmtModify":1631892186619,"author":{"id":"3568674001722127","authorId":"3568674001722127","name":"blee047","avatar":"https://static.tigerbbs.com/2272fea5e036f865e5904a18ededa7b1","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3568674001722127","idStr":"3568674001722127"},"themes":[],"htmlText":"Wa","listText":"Wa","text":"Wa","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/167985230","repostId":"1154249454","repostType":4,"isVote":1,"tweetType":1,"viewCount":360,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":163249423,"gmtCreate":1623887247162,"gmtModify":1631892186632,"author":{"id":"3568674001722127","authorId":"3568674001722127","name":"blee047","avatar":"https://static.tigerbbs.com/2272fea5e036f865e5904a18ededa7b1","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3568674001722127","idStr":"3568674001722127"},"themes":[],"htmlText":"Wa","listText":"Wa","text":"Wa","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/163249423","repostId":"2144713861","repostType":4,"isVote":1,"tweetType":1,"viewCount":400,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":169667660,"gmtCreate":1623833621150,"gmtModify":1631892186643,"author":{"id":"3568674001722127","authorId":"3568674001722127","name":"blee047","avatar":"https://static.tigerbbs.com/2272fea5e036f865e5904a18ededa7b1","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3568674001722127","idStr":"3568674001722127"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/169667660","repostId":"2143530687","repostType":4,"isVote":1,"tweetType":1,"viewCount":430,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":185646473,"gmtCreate":1623648388392,"gmtModify":1631892186656,"author":{"id":"3568674001722127","authorId":"3568674001722127","name":"blee047","avatar":"https://static.tigerbbs.com/2272fea5e036f865e5904a18ededa7b1","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3568674001722127","idStr":"3568674001722127"},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/185646473","repostId":"1108874297","repostType":4,"repost":{"id":"1108874297","kind":"news","pubTimestamp":1623648201,"share":"https://www.laohu8.com/m/news/1108874297?lang=zh_CN&edition=full","pubTime":"2021-06-14 13:23","market":"us","language":"en","title":"Looking for Tech Stocks? These 2 Are Great Buys<blockquote>寻找科技股？这两个很划算</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1108874297","media":"Motley Fool ","summary":"These tech leaders are seeing business trends pick up and they trade at reasonable valuations.","content":"<p>The&nbsp;<b>NASDAQ-100 Technology Sector</b>&nbsp;index has had a remarkable run over the last five years, delivering a return of 237%. But year to date, the rotation from expensive growth stocks to value stocks has led to higher volatility for many tech names that outperformed in 2020.</p><p><blockquote>The<b>纳斯达克100指数科技板块</b>该指数在过去五年中表现出色，回报率为237%。但今年迄今为止，从昂贵的成长型股票到价值型股票的轮换导致许多在2020年表现出色的科技股波动性更高。</blockquote></p><p> Two stocks that are bucking that trend are&nbsp;<b>Alphabet</b>(NASDAQ:GOOG)(NASDAQ:GOOGL)&nbsp;and&nbsp;<b>Dell Technologies</b>(NYSE:DELL). Here's why these stocks could have more upside in 2021.</p><p><blockquote>逆势而上的两只股票是<b>Alphabet</b>（纳斯达克：GOOG）（纳斯达克：GOOGL）和<b>戴尔科技</b>（纽约证券交易所代码：戴尔）。这就是为什么这些股票在2021年可能有更大的上涨空间。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/71d661948bdc8e3c30fae86266abb43f\" tg-width=\"2000\" tg-height=\"1333\"><span>IMAGE SOURCE: GETTY IMAGES.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图片来源：盖蒂图片社。</span></p></blockquote></p><p> <b>1. Alphabet</b></p><p><blockquote><b>1.Alphabet</b></blockquote></p><p> Alphabet's stock price has trounced the broader market, up 42% year to date. The online tech titan initially reported sluggish growth in 2020&nbsp;as the pandemic slowed digital ad spending, which drives the bulk of Google search and YouTube revenue. But ad spending has been recovering strongly over the last few quarters.</p><p><blockquote>Alphabet股价跑赢大盘，今年迄今上涨42%。这家在线科技巨头最初报告称，由于疫情减缓了数字广告支出，而数字广告支出推动了谷歌搜索和YouTube的大部分收入，2020年增长缓慢。但过去几个季度广告支出一直在强劲复苏。</blockquote></p><p> In the first quarter, revenue grew 34% year over year, on top of 15% in the year-ago quarter.&nbsp;More people are relying on search to find vaccine information and look for jobs, which is boosting Google's advertising revenue in the search business. YouTube ad spending is also picking up as more people are turning to the video platform to watch reviews and shop for products.</p><p><blockquote>第一季度，收入同比增长34%，高于去年同期的15%。越来越多的人依靠搜索来查找疫苗信息和寻找工作，这提振了谷歌在搜索业务上的广告收入。随着越来越多的人转向视频平台观看评论和购买产品，YouTube的广告支出也在增加。</blockquote></p><p> During the Q1 earnings call, Alphabet's Chief Business Officer Philipp Schindler said, \"We've seen great momentum in TrueView for Action ads, with a number of advertisers using the format doubling over the past year.\"</p><p><blockquote>在第一季度财报看涨期权上，Alphabet首席商务官Philipp Schindler表示：“我们看到TrueView的动作广告势头强劲，使用该格式的广告商数量在过去一年中翻了一番。”</blockquote></p><p> Alphabet is also a leader in the booming cloud services market, where Google Cloud revenue surged 46% year over year. What's notable about this performance is that Google Cloud grew faster than the cloud market overall.&nbsp;This is an important market share gain for Google, which continues to trail the leaders,<b>Microsoft</b>&nbsp;and&nbsp;<b>Amazon</b>.</p><p><blockquote>Alphabet也是蓬勃发展的云服务市场的领导者，谷歌云收入同比飙升46%。这一业绩值得注意的是，谷歌云的增长速度快于整个云市场。对于继续落后于领导者的谷歌来说，这是一个重要的市场份额增长，<b>微软</b>和<b>亚马逊</b>.</blockquote></p><p> Overall, Alphabet has a wide&nbsp;competitive moat, with a massive base of users who rely on Gmail, Google Maps, search, and YouTube every day.</p><p><blockquote>总体而言，Alphabet拥有广泛的竞争护城河，拥有每天依赖Gmail、谷歌地图、搜索和YouTube的庞大用户群。</blockquote></p><p> Of course, government regulation is a long-term threat here. Alphabet just reached a settlement with regulators in France, where it will pay $270 million in fines over an antitrust dispute. But this regulatory risk seems to already be reflected in the stock's valuation.</p><p><blockquote>当然，政府监管在这里是一个长期威胁。Alphabet刚刚与法国监管机构达成和解，将因反垄断纠纷支付2.7亿美元罚款。但这种监管风险似乎已经反映在该股的估值中。</blockquote></p><p> Analysts expect this&nbsp;FAANG stock&nbsp;to grow earnings per share at an annualized rate of 21% over the next five years, which is more than enough to support a forward P/E of 28.7 at the stock's current price.</p><p><blockquote>分析师预计，这只FAANG股票未来五年每股收益将以21%的年化速度增长，这足以支撑该股当前价格下28.7的预期市盈率。</blockquote></p><p> <b>2. Dell Technologies</b></p><p><blockquote><b>2.戴尔科技</b></blockquote></p><p> Many investors remember Dell from the glory days of the PC boom a few decades ago. While the company benefited from a healthy PC market in the first quarter,&nbsp;the reason investors should consider buying shares is the momentum Dell is experiencing with its information technology business, along with other catalysts on the horizon.</p><p><blockquote>许多投资者还记得几十年前个人电脑繁荣的辉煌时期的戴尔。虽然该公司受益于第一季度健康的个人电脑市场，但投资者应该考虑购买股票的原因是戴尔信息技术业务正在经历的势头，以及即将到来的其他催化剂。</blockquote></p><p> After posting a 1% decline in revenue through the first half of fiscal 2021, Dell has seen revenue accelerate to 9% in fiscal Q4 2021 and 12% in fiscal Q1 2022.</p><p><blockquote>在2021财年上半年收入下降1%后，戴尔的收入在2021财年第四季度加速至9%，在2022财年第一季度加速至12%。</blockquote></p><p> \"There has been a substantial acceleration in digital transformation across the globe and you can see it in our results with record first-quarter revenue of $24.5 billion,\" Chief Operating Officer Jeff Clarke said in the earnings report.</p><p><blockquote>首席运营官杰夫·克拉克(Jeff Clarke)在财报中表示：“全球数字化转型大幅加速，你可以从我们的业绩中看到这一点，第一季度收入达到创纪录的245亿美元。”</blockquote></p><p> The stock has doubled off its lows from a year ago, reflecting the company's improving outlook coming out of the pandemic.&nbsp;But it could still head higher, for a few reasons.</p><p><blockquote>该股较一年前的低点翻了一番，反映出该公司在疫情后前景有所改善。但出于几个原因，它仍可能走高。</blockquote></p><p> First, Dell is rapidly paying down its debt, which stood at $37.9 billion at the end of April, down from $41.6 billion at the end of January.&nbsp;Debt reduction not only lowers financial risk for Dell, but it also boosts earnings growth, since lower debt also means lower interest expense.&nbsp;The recent reduction in debt lowered interest expense by approximately $162 million last quarter and contributed to a 59% jump in net profit.</p><p><blockquote>首先，戴尔正在迅速偿还债务，截至4月底，债务为379亿美元，低于1月底的416亿美元。债务削减不仅降低了戴尔的财务风险，还促进了盈利增长，因为债务减少也意味着利息支出减少。最近债务的减少使上个季度的利息支出减少了约1.62亿美元，并帮助净利润增长了59%。</blockquote></p><p> Dell is also spinning off its 81%&nbsp;interest in&nbsp;<b>VMware</b>, which will provide proceeds of $9.3 billion to $9.7 billion to accelerate the reduction in debt.</p><p><blockquote>戴尔还将剥离其81%的股权<b>VMware</b>，将提供93亿至97亿美元的收益，以加速减少债务。</blockquote></p><p> Ultimately, valuation is what counts. The stock trades at a low price-to-earnings (P/E) multiple of 12 times forward earnings estimates.&nbsp;A combination of improving business growth, lower debt, and a cheap P/E make this a top tech stock to consider buying right now.</p><p><blockquote>最终，估值才是最重要的。该股的市盈率（P/E）较低，为预期收益预期的12倍。业务增长改善、债务降低和廉价市盈率相结合，使其成为目前值得考虑购买的顶级科技股。</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>Looking for Tech Stocks? These 2 Are Great Buys<blockquote>寻找科技股？这两个很划算</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\">\nLooking for Tech Stocks? These 2 Are Great Buys<blockquote>寻找科技股？这两个很划算</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\">2021-06-14 13:23</span>\n</p>\n</h4>\n</header>\n<article>\n<p>The&nbsp;<b>NASDAQ-100 Technology Sector</b>&nbsp;index has had a remarkable run over the last five years, delivering a return of 237%. But year to date, the rotation from expensive growth stocks to value stocks has led to higher volatility for many tech names that outperformed in 2020.</p><p><blockquote>The<b>纳斯达克100指数科技板块</b>该指数在过去五年中表现出色，回报率为237%。但今年迄今为止，从昂贵的成长型股票到价值型股票的轮换导致许多在2020年表现出色的科技股波动性更高。</blockquote></p><p> Two stocks that are bucking that trend are&nbsp;<b>Alphabet</b>(NASDAQ:GOOG)(NASDAQ:GOOGL)&nbsp;and&nbsp;<b>Dell Technologies</b>(NYSE:DELL). Here's why these stocks could have more upside in 2021.</p><p><blockquote>逆势而上的两只股票是<b>Alphabet</b>（纳斯达克：GOOG）（纳斯达克：GOOGL）和<b>戴尔科技</b>（纽约证券交易所代码：戴尔）。这就是为什么这些股票在2021年可能有更大的上涨空间。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/71d661948bdc8e3c30fae86266abb43f\" tg-width=\"2000\" tg-height=\"1333\"><span>IMAGE SOURCE: GETTY IMAGES.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图片来源：盖蒂图片社。</span></p></blockquote></p><p> <b>1. Alphabet</b></p><p><blockquote><b>1.Alphabet</b></blockquote></p><p> Alphabet's stock price has trounced the broader market, up 42% year to date. The online tech titan initially reported sluggish growth in 2020&nbsp;as the pandemic slowed digital ad spending, which drives the bulk of Google search and YouTube revenue. But ad spending has been recovering strongly over the last few quarters.</p><p><blockquote>Alphabet股价跑赢大盘，今年迄今上涨42%。这家在线科技巨头最初报告称，由于疫情减缓了数字广告支出，而数字广告支出推动了谷歌搜索和YouTube的大部分收入，2020年增长缓慢。但过去几个季度广告支出一直在强劲复苏。</blockquote></p><p> In the first quarter, revenue grew 34% year over year, on top of 15% in the year-ago quarter.&nbsp;More people are relying on search to find vaccine information and look for jobs, which is boosting Google's advertising revenue in the search business. YouTube ad spending is also picking up as more people are turning to the video platform to watch reviews and shop for products.</p><p><blockquote>第一季度，收入同比增长34%，高于去年同期的15%。越来越多的人依靠搜索来查找疫苗信息和寻找工作，这提振了谷歌在搜索业务上的广告收入。随着越来越多的人转向视频平台观看评论和购买产品，YouTube的广告支出也在增加。</blockquote></p><p> During the Q1 earnings call, Alphabet's Chief Business Officer Philipp Schindler said, \"We've seen great momentum in TrueView for Action ads, with a number of advertisers using the format doubling over the past year.\"</p><p><blockquote>在第一季度财报看涨期权上，Alphabet首席商务官Philipp Schindler表示：“我们看到TrueView的动作广告势头强劲，使用该格式的广告商数量在过去一年中翻了一番。”</blockquote></p><p> Alphabet is also a leader in the booming cloud services market, where Google Cloud revenue surged 46% year over year. What's notable about this performance is that Google Cloud grew faster than the cloud market overall.&nbsp;This is an important market share gain for Google, which continues to trail the leaders,<b>Microsoft</b>&nbsp;and&nbsp;<b>Amazon</b>.</p><p><blockquote>Alphabet也是蓬勃发展的云服务市场的领导者，谷歌云收入同比飙升46%。这一业绩值得注意的是，谷歌云的增长速度快于整个云市场。对于继续落后于领导者的谷歌来说，这是一个重要的市场份额增长，<b>微软</b>和<b>亚马逊</b>.</blockquote></p><p> Overall, Alphabet has a wide&nbsp;competitive moat, with a massive base of users who rely on Gmail, Google Maps, search, and YouTube every day.</p><p><blockquote>总体而言，Alphabet拥有广泛的竞争护城河，拥有每天依赖Gmail、谷歌地图、搜索和YouTube的庞大用户群。</blockquote></p><p> Of course, government regulation is a long-term threat here. Alphabet just reached a settlement with regulators in France, where it will pay $270 million in fines over an antitrust dispute. But this regulatory risk seems to already be reflected in the stock's valuation.</p><p><blockquote>当然，政府监管在这里是一个长期威胁。Alphabet刚刚与法国监管机构达成和解，将因反垄断纠纷支付2.7亿美元罚款。但这种监管风险似乎已经反映在该股的估值中。</blockquote></p><p> Analysts expect this&nbsp;FAANG stock&nbsp;to grow earnings per share at an annualized rate of 21% over the next five years, which is more than enough to support a forward P/E of 28.7 at the stock's current price.</p><p><blockquote>分析师预计，这只FAANG股票未来五年每股收益将以21%的年化速度增长，这足以支撑该股当前价格下28.7的预期市盈率。</blockquote></p><p> <b>2. Dell Technologies</b></p><p><blockquote><b>2.戴尔科技</b></blockquote></p><p> Many investors remember Dell from the glory days of the PC boom a few decades ago. While the company benefited from a healthy PC market in the first quarter,&nbsp;the reason investors should consider buying shares is the momentum Dell is experiencing with its information technology business, along with other catalysts on the horizon.</p><p><blockquote>许多投资者还记得几十年前个人电脑繁荣的辉煌时期的戴尔。虽然该公司受益于第一季度健康的个人电脑市场，但投资者应该考虑购买股票的原因是戴尔信息技术业务正在经历的势头，以及即将到来的其他催化剂。</blockquote></p><p> After posting a 1% decline in revenue through the first half of fiscal 2021, Dell has seen revenue accelerate to 9% in fiscal Q4 2021 and 12% in fiscal Q1 2022.</p><p><blockquote>在2021财年上半年收入下降1%后，戴尔的收入在2021财年第四季度加速至9%，在2022财年第一季度加速至12%。</blockquote></p><p> \"There has been a substantial acceleration in digital transformation across the globe and you can see it in our results with record first-quarter revenue of $24.5 billion,\" Chief Operating Officer Jeff Clarke said in the earnings report.</p><p><blockquote>首席运营官杰夫·克拉克(Jeff Clarke)在财报中表示：“全球数字化转型大幅加速，你可以从我们的业绩中看到这一点，第一季度收入达到创纪录的245亿美元。”</blockquote></p><p> The stock has doubled off its lows from a year ago, reflecting the company's improving outlook coming out of the pandemic.&nbsp;But it could still head higher, for a few reasons.</p><p><blockquote>该股较一年前的低点翻了一番，反映出该公司在疫情后前景有所改善。但出于几个原因，它仍可能走高。</blockquote></p><p> First, Dell is rapidly paying down its debt, which stood at $37.9 billion at the end of April, down from $41.6 billion at the end of January.&nbsp;Debt reduction not only lowers financial risk for Dell, but it also boosts earnings growth, since lower debt also means lower interest expense.&nbsp;The recent reduction in debt lowered interest expense by approximately $162 million last quarter and contributed to a 59% jump in net profit.</p><p><blockquote>首先，戴尔正在迅速偿还债务，截至4月底，债务为379亿美元，低于1月底的416亿美元。债务削减不仅降低了戴尔的财务风险，还促进了盈利增长，因为债务减少也意味着利息支出减少。最近债务的减少使上个季度的利息支出减少了约1.62亿美元，并帮助净利润增长了59%。</blockquote></p><p> Dell is also spinning off its 81%&nbsp;interest in&nbsp;<b>VMware</b>, which will provide proceeds of $9.3 billion to $9.7 billion to accelerate the reduction in debt.</p><p><blockquote>戴尔还将剥离其81%的股权<b>VMware</b>，将提供93亿至97亿美元的收益，以加速减少债务。</blockquote></p><p> Ultimately, valuation is what counts. The stock trades at a low price-to-earnings (P/E) multiple of 12 times forward earnings estimates.&nbsp;A combination of improving business growth, lower debt, and a cheap P/E make this a top tech stock to consider buying right now.</p><p><blockquote>最终，估值才是最重要的。该股的市盈率（P/E）较低，为预期收益预期的12倍。业务增长改善、债务降低和廉价市盈率相结合，使其成为目前值得考虑购买的顶级科技股。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.fool.com/investing/2021/06/13/looking-for-tech-stocks-these-2-are-great-buys/\">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":{"GOOGL":"谷歌A","GOOG":"谷歌","DELL":"戴尔"},"source_url":"https://www.fool.com/investing/2021/06/13/looking-for-tech-stocks-these-2-are-great-buys/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1108874297","content_text":"The NASDAQ-100 Technology Sector index has had a remarkable run over the last five years, delivering a return of 237%. But year to date, the rotation from expensive growth stocks to value stocks has led to higher volatility for many tech names that outperformed in 2020.\nTwo stocks that are bucking that trend are Alphabet(NASDAQ:GOOG)(NASDAQ:GOOGL) and Dell Technologies(NYSE:DELL). Here's why these stocks could have more upside in 2021.\nIMAGE SOURCE: GETTY IMAGES.\n1. Alphabet\nAlphabet's stock price has trounced the broader market, up 42% year to date. The online tech titan initially reported sluggish growth in 2020 as the pandemic slowed digital ad spending, which drives the bulk of Google search and YouTube revenue. But ad spending has been recovering strongly over the last few quarters.\nIn the first quarter, revenue grew 34% year over year, on top of 15% in the year-ago quarter. More people are relying on search to find vaccine information and look for jobs, which is boosting Google's advertising revenue in the search business. YouTube ad spending is also picking up as more people are turning to the video platform to watch reviews and shop for products.\nDuring the Q1 earnings call, Alphabet's Chief Business Officer Philipp Schindler said, \"We've seen great momentum in TrueView for Action ads, with a number of advertisers using the format doubling over the past year.\"\nAlphabet is also a leader in the booming cloud services market, where Google Cloud revenue surged 46% year over year. What's notable about this performance is that Google Cloud grew faster than the cloud market overall. This is an important market share gain for Google, which continues to trail the leaders,Microsoft and Amazon.\nOverall, Alphabet has a wide competitive moat, with a massive base of users who rely on Gmail, Google Maps, search, and YouTube every day.\nOf course, government regulation is a long-term threat here. Alphabet just reached a settlement with regulators in France, where it will pay $270 million in fines over an antitrust dispute. But this regulatory risk seems to already be reflected in the stock's valuation.\nAnalysts expect this FAANG stock to grow earnings per share at an annualized rate of 21% over the next five years, which is more than enough to support a forward P/E of 28.7 at the stock's current price.\n2. Dell Technologies\nMany investors remember Dell from the glory days of the PC boom a few decades ago. While the company benefited from a healthy PC market in the first quarter, the reason investors should consider buying shares is the momentum Dell is experiencing with its information technology business, along with other catalysts on the horizon.\nAfter posting a 1% decline in revenue through the first half of fiscal 2021, Dell has seen revenue accelerate to 9% in fiscal Q4 2021 and 12% in fiscal Q1 2022.\n\"There has been a substantial acceleration in digital transformation across the globe and you can see it in our results with record first-quarter revenue of $24.5 billion,\" Chief Operating Officer Jeff Clarke said in the earnings report.\nThe stock has doubled off its lows from a year ago, reflecting the company's improving outlook coming out of the pandemic. But it could still head higher, for a few reasons.\nFirst, Dell is rapidly paying down its debt, which stood at $37.9 billion at the end of April, down from $41.6 billion at the end of January. Debt reduction not only lowers financial risk for Dell, but it also boosts earnings growth, since lower debt also means lower interest expense. The recent reduction in debt lowered interest expense by approximately $162 million last quarter and contributed to a 59% jump in net profit.\nDell is also spinning off its 81% interest in VMware, which will provide proceeds of $9.3 billion to $9.7 billion to accelerate the reduction in debt.\nUltimately, valuation is what counts. The stock trades at a low price-to-earnings (P/E) multiple of 12 times forward earnings estimates. A combination of improving business growth, lower debt, and a cheap P/E make this a top tech stock to consider buying right now.","news_type":1,"symbols_score_info":{"GOOGL":0.9,"GOOG":0.9,"DELL":0.9}},"isVote":1,"tweetType":1,"viewCount":734,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":185646127,"gmtCreate":1623648366869,"gmtModify":1631892186668,"author":{"id":"3568674001722127","authorId":"3568674001722127","name":"blee047","avatar":"https://static.tigerbbs.com/2272fea5e036f865e5904a18ededa7b1","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3568674001722127","idStr":"3568674001722127"},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/185646127","repostId":"1105297799","repostType":4,"isVote":1,"tweetType":1,"viewCount":306,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":362486010,"gmtCreate":1614658354030,"gmtModify":1703479463680,"author":{"id":"3568674001722127","authorId":"3568674001722127","name":"blee047","avatar":"https://static.tigerbbs.com/2272fea5e036f865e5904a18ededa7b1","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3568674001722127","idStr":"3568674001722127"},"themes":[],"htmlText":"Thats not good news","listText":"Thats not good news","text":"Thats not good news","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/362486010","repostId":"2116563789","repostType":4,"isVote":1,"tweetType":1,"viewCount":424,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":127105768,"gmtCreate":1624838354554,"gmtModify":1631892186609,"author":{"id":"3568674001722127","authorId":"3568674001722127","name":"blee047","avatar":"https://static.tigerbbs.com/2272fea5e036f865e5904a18ededa7b1","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568674001722127","authorIdStr":"3568674001722127"},"themes":[],"htmlText":"Wa","listText":"Wa","text":"Wa","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/127105768","repostId":"1161764161","repostType":4,"repost":{"id":"1161764161","kind":"news","pubTimestamp":1624836456,"share":"https://www.laohu8.com/m/news/1161764161?lang=zh_CN&edition=full","pubTime":"2021-06-28 07:27","market":"us","language":"en","title":"Top strategist opens her playbook for the year’s second half, sees market turbulence ahead<blockquote>顶级策略师开启下半年策略，预计未来市场将出现动荡</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1161764161","media":"CNBC","summary":"Wilmington Trust’s Meghan Shue is opening her playbook for the year’s second half — which starts Thu","content":"<p>Wilmington Trust’s Meghan Shue is opening her playbook for the year’s second half — which starts Thursday.</p><p><blockquote>威尔明顿信托基金(Wilmington Trust)的梅根·舒(Meghan Shue)将于周四开始公布下半年的行动计划。</blockquote></p><p> Her strategy includes an overexposure to cyclicals, and she favors&nbsp;financials,energy,commodities,materials&nbsp;and&nbsp;industrials.</p><p><blockquote>她的策略包括过度投资周期性股票，她青睐金融、能源、大宗商品、材料和工业。</blockquote></p><p> \"We see the economic recovery continuing and being a tailwind for stocks,\" the firm's head of investment strategy told CNBC's \"Trading Nation\" on Friday.</p><p><blockquote>该公司投资策略主管周五对CNBC的“Trading Nation”节目表示：“我们认为经济复苏将持续，并成为股市的顺风车。”</blockquote></p><p> Unless this week sees a dramatic sell-off, the market will start the year's final six months around record highs.</p><p><blockquote>除非本周出现大幅抛售，否则市场将在今年最后六个月的历史高点附近开始。</blockquote></p><p> The&nbsp;S&amp;P 500&nbsp;just wrapped up&nbsp;its best week since February,closing at 4,280.70 — an all-time high. The&nbsp;Dow&nbsp;closed up 3.4% for the week, notching its best weekly performance since mid-March.</p><p><blockquote>标准普尔500指数刚刚结束了自2月份以来表现最好的一周，收于4,280.70点，创下历史新高。道指本周收涨3.4%，创3月中旬以来最佳单周表现。</blockquote></p><p> The tech-heavy&nbsp;Nasdaq&nbsp;closed slightly lower on Friday. But it’s up 2.35% for the week.</p><p><blockquote>以科技股为主的纳斯达克周五小幅收低。但本周上涨了2.35%。</blockquote></p><p> Shue is optimistic on the broader market, but she also predicts turbulence ahead.</p><p><blockquote>Shue对大盘持乐观态度，但她也预测未来将出现动荡。</blockquote></p><p> “We are expecting some perhaps consolidation, maybe a pullback from here,” said Shue, a CNBC contributor.</p><p><blockquote>CNBC撰稿人Shue表示：“我们预计可能会出现一些整合，也可能会出现回调。”</blockquote></p><p> Shue, who oversees $141.5 billion in assets, is neutral on growth stocks,particularly Big Tech. She views the group as a key part of a diversified portfolio. However, Shue would avoid getting too deep into the group because she expects a rising10-year Treasury note yield&nbsp;to act as a headwind. According to Shue, it should reach at least 2% over the next 12 months.</p><p><blockquote>Shue管理着1,415亿美元的资产，他对成长型股票，尤其是大型科技股持中立态度。她认为该集团是多元化投资组合的关键部分。然而，Shue会避免深入该集团，因为她预计10年期国债收益率上升将成为阻力。Shue表示，未来12个月内至少应达到2%。</blockquote></p><p> ‘It’s really important not to forget about technology’</p><p><blockquote>“不要忘记技术非常重要”</blockquote></p><p> “Technology is really a long term story. So, it might have some challenges if our interest rate view pans out. But it’s such an integral part of the economy,” she noted. “It’s really important not to forget about technology even if there is perhaps some choppiness over the next few months.”</p><p><blockquote>“技术确实是一个长期的故事。因此，如果我们的利率观点成功，它可能会面临一些挑战。但它是经济不可或缺的一部分，”她指出。“即使未来几个月可能会出现一些波动，也不要忘记技术，这一点非常重要。”</blockquote></p><p> Shue expects the record rally to moderate over the next six months. She sees low to mid-single percentage gains.</p><p><blockquote>Shue预计创纪录的涨势将在未来六个月内放缓。她认为单一百分比涨幅为中低。</blockquote></p><p> “Every indication that we have so far in the economic data is that we are probably at or just beyond the peak pace of economic activity perhaps of this cycle,” said Shue. “We are moving into probably a deceleration phase.”</p><p><blockquote>舒表示：“迄今为止，经济数据中的所有迹象都表明，我们可能正处于或刚刚超过本周期经济活动的峰值速度。”“我们可能正在进入减速阶段。”</blockquote></p><p> Yet, Shue suggests that shouldn’t spook investors.</p><p><blockquote>然而，舒表示，这不应该吓到投资者。</blockquote></p><p> “The deceleration may actually still be above trend growth for the U.S. and the global economy,” she said.</p><p><blockquote>她表示：“美国和全球经济的减速实际上可能仍高于趋势增长。”</blockquote></p><p> For now, Shue is underweightconsumer staples,utilitiesandREITS, which are considered defensive plays.</p><p><blockquote>目前，Shue减持了消费必需品、公用事业和REITs，这些股票被认为是防御性股票。</blockquote></p><p> “It’s been a pretty incredible run over the past 12 months, and we have clearly been bouncing off of the bottom,” Shue said.</p><p><blockquote>“过去12个月的表现相当令人难以置信，我们显然已经从谷底反弹，”舒说。</blockquote></p><p></p>","source":"lsy1609915699154","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>Top strategist opens her playbook for the year’s second half, sees market turbulence ahead<blockquote>顶级策略师开启下半年策略，预计未来市场将出现动荡</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; 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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\">\nTop strategist opens her playbook for the year’s second half, sees market turbulence ahead<blockquote>顶级策略师开启下半年策略，预计未来市场将出现动荡</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">CNBC</strong><span class=\"h-time small\">2021-06-28 07:27</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Wilmington Trust’s Meghan Shue is opening her playbook for the year’s second half — which starts Thursday.</p><p><blockquote>威尔明顿信托基金(Wilmington Trust)的梅根·舒(Meghan Shue)将于周四开始公布下半年的行动计划。</blockquote></p><p> Her strategy includes an overexposure to cyclicals, and she favors&nbsp;financials,energy,commodities,materials&nbsp;and&nbsp;industrials.</p><p><blockquote>她的策略包括过度投资周期性股票，她青睐金融、能源、大宗商品、材料和工业。</blockquote></p><p> \"We see the economic recovery continuing and being a tailwind for stocks,\" the firm's head of investment strategy told CNBC's \"Trading Nation\" on Friday.</p><p><blockquote>该公司投资策略主管周五对CNBC的“Trading Nation”节目表示：“我们认为经济复苏将持续，并成为股市的顺风车。”</blockquote></p><p> Unless this week sees a dramatic sell-off, the market will start the year's final six months around record highs.</p><p><blockquote>除非本周出现大幅抛售，否则市场将在今年最后六个月的历史高点附近开始。</blockquote></p><p> The&nbsp;S&amp;P 500&nbsp;just wrapped up&nbsp;its best week since February,closing at 4,280.70 — an all-time high. The&nbsp;Dow&nbsp;closed up 3.4% for the week, notching its best weekly performance since mid-March.</p><p><blockquote>标准普尔500指数刚刚结束了自2月份以来表现最好的一周，收于4,280.70点，创下历史新高。道指本周收涨3.4%，创3月中旬以来最佳单周表现。</blockquote></p><p> The tech-heavy&nbsp;Nasdaq&nbsp;closed slightly lower on Friday. But it’s up 2.35% for the week.</p><p><blockquote>以科技股为主的纳斯达克周五小幅收低。但本周上涨了2.35%。</blockquote></p><p> Shue is optimistic on the broader market, but she also predicts turbulence ahead.</p><p><blockquote>Shue对大盘持乐观态度，但她也预测未来将出现动荡。</blockquote></p><p> “We are expecting some perhaps consolidation, maybe a pullback from here,” said Shue, a CNBC contributor.</p><p><blockquote>CNBC撰稿人Shue表示：“我们预计可能会出现一些整合，也可能会出现回调。”</blockquote></p><p> Shue, who oversees $141.5 billion in assets, is neutral on growth stocks,particularly Big Tech. She views the group as a key part of a diversified portfolio. However, Shue would avoid getting too deep into the group because she expects a rising10-year Treasury note yield&nbsp;to act as a headwind. According to Shue, it should reach at least 2% over the next 12 months.</p><p><blockquote>Shue管理着1,415亿美元的资产，他对成长型股票，尤其是大型科技股持中立态度。她认为该集团是多元化投资组合的关键部分。然而，Shue会避免深入该集团，因为她预计10年期国债收益率上升将成为阻力。Shue表示，未来12个月内至少应达到2%。</blockquote></p><p> ‘It’s really important not to forget about technology’</p><p><blockquote>“不要忘记技术非常重要”</blockquote></p><p> “Technology is really a long term story. So, it might have some challenges if our interest rate view pans out. But it’s such an integral part of the economy,” she noted. “It’s really important not to forget about technology even if there is perhaps some choppiness over the next few months.”</p><p><blockquote>“技术确实是一个长期的故事。因此，如果我们的利率观点成功，它可能会面临一些挑战。但它是经济不可或缺的一部分，”她指出。“即使未来几个月可能会出现一些波动，也不要忘记技术，这一点非常重要。”</blockquote></p><p> Shue expects the record rally to moderate over the next six months. She sees low to mid-single percentage gains.</p><p><blockquote>Shue预计创纪录的涨势将在未来六个月内放缓。她认为单一百分比涨幅为中低。</blockquote></p><p> “Every indication that we have so far in the economic data is that we are probably at or just beyond the peak pace of economic activity perhaps of this cycle,” said Shue. “We are moving into probably a deceleration phase.”</p><p><blockquote>舒表示：“迄今为止，经济数据中的所有迹象都表明，我们可能正处于或刚刚超过本周期经济活动的峰值速度。”“我们可能正在进入减速阶段。”</blockquote></p><p> Yet, Shue suggests that shouldn’t spook investors.</p><p><blockquote>然而，舒表示，这不应该吓到投资者。</blockquote></p><p> “The deceleration may actually still be above trend growth for the U.S. and the global economy,” she said.</p><p><blockquote>她表示：“美国和全球经济的减速实际上可能仍高于趋势增长。”</blockquote></p><p> For now, Shue is underweightconsumer staples,utilitiesandREITS, which are considered defensive plays.</p><p><blockquote>目前，Shue减持了消费必需品、公用事业和REITs，这些股票被认为是防御性股票。</blockquote></p><p> “It’s been a pretty incredible run over the past 12 months, and we have clearly been bouncing off of the bottom,” Shue said.</p><p><blockquote>“过去12个月的表现相当令人难以置信，我们显然已经从谷底反弹，”舒说。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.cnbc.com/2021/06/27/top-strategist-opens-market-playbook-for-second-half-sees-turbulence.html\">CNBC</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":{".IXIC":"NASDAQ Composite"},"source_url":"https://www.cnbc.com/2021/06/27/top-strategist-opens-market-playbook-for-second-half-sees-turbulence.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1161764161","content_text":"Wilmington Trust’s Meghan Shue is opening her playbook for the year’s second half — which starts Thursday.\nHer strategy includes an overexposure to cyclicals, and she favors financials,energy,commodities,materials and industrials.\n\"We see the economic recovery continuing and being a tailwind for stocks,\" the firm's head of investment strategy told CNBC's \"Trading Nation\" on Friday.\nUnless this week sees a dramatic sell-off, the market will start the year's final six months around record highs.\nThe S&P 500 just wrapped up its best week since February,closing at 4,280.70 — an all-time high. The Dow closed up 3.4% for the week, notching its best weekly performance since mid-March.\nThe tech-heavy Nasdaq closed slightly lower on Friday. But it’s up 2.35% for the week.\nShue is optimistic on the broader market, but she also predicts turbulence ahead.\n“We are expecting some perhaps consolidation, maybe a pullback from here,” said Shue, a CNBC contributor.\nShue, who oversees $141.5 billion in assets, is neutral on growth stocks,particularly Big Tech. She views the group as a key part of a diversified portfolio. However, Shue would avoid getting too deep into the group because she expects a rising10-year Treasury note yield to act as a headwind. According to Shue, it should reach at least 2% over the next 12 months.\n‘It’s really important not to forget about technology’\n“Technology is really a long term story. So, it might have some challenges if our interest rate view pans out. But it’s such an integral part of the economy,” she noted. “It’s really important not to forget about technology even if there is perhaps some choppiness over the next few months.”\nShue expects the record rally to moderate over the next six months. She sees low to mid-single percentage gains.\n“Every indication that we have so far in the economic data is that we are probably at or just beyond the peak pace of economic activity perhaps of this cycle,” said Shue. “We are moving into probably a deceleration phase.”\nYet, Shue suggests that shouldn’t spook investors.\n“The deceleration may actually still be above trend growth for the U.S. and the global economy,” she said.\nFor now, Shue is underweightconsumer staples,utilitiesandREITS, which are considered defensive plays.\n“It’s been a pretty incredible run over the past 12 months, and we have clearly been bouncing off of the bottom,” Shue 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13:23","market":"us","language":"en","title":"Looking for Tech Stocks? These 2 Are Great Buys<blockquote>寻找科技股？这两个很划算</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1108874297","media":"Motley Fool ","summary":"These tech leaders are seeing business trends pick up and they trade at reasonable valuations.","content":"<p>The&nbsp;<b>NASDAQ-100 Technology Sector</b>&nbsp;index has had a remarkable run over the last five years, delivering a return of 237%. But year to date, the rotation from expensive growth stocks to value stocks has led to higher volatility for many tech names that outperformed in 2020.</p><p><blockquote>The<b>纳斯达克100指数科技板块</b>该指数在过去五年中表现出色，回报率为237%。但今年迄今为止，从昂贵的成长型股票到价值型股票的轮换导致许多在2020年表现出色的科技股波动性更高。</blockquote></p><p> Two stocks that are bucking that trend are&nbsp;<b>Alphabet</b>(NASDAQ:GOOG)(NASDAQ:GOOGL)&nbsp;and&nbsp;<b>Dell Technologies</b>(NYSE:DELL). Here's why these stocks could have more upside in 2021.</p><p><blockquote>逆势而上的两只股票是<b>Alphabet</b>（纳斯达克：GOOG）（纳斯达克：GOOGL）和<b>戴尔科技</b>（纽约证券交易所代码：戴尔）。这就是为什么这些股票在2021年可能有更大的上涨空间。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/71d661948bdc8e3c30fae86266abb43f\" tg-width=\"2000\" tg-height=\"1333\"><span>IMAGE SOURCE: GETTY IMAGES.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图片来源：盖蒂图片社。</span></p></blockquote></p><p> <b>1. Alphabet</b></p><p><blockquote><b>1.Alphabet</b></blockquote></p><p> Alphabet's stock price has trounced the broader market, up 42% year to date. The online tech titan initially reported sluggish growth in 2020&nbsp;as the pandemic slowed digital ad spending, which drives the bulk of Google search and YouTube revenue. But ad spending has been recovering strongly over the last few quarters.</p><p><blockquote>Alphabet股价跑赢大盘，今年迄今上涨42%。这家在线科技巨头最初报告称，由于疫情减缓了数字广告支出，而数字广告支出推动了谷歌搜索和YouTube的大部分收入，2020年增长缓慢。但过去几个季度广告支出一直在强劲复苏。</blockquote></p><p> In the first quarter, revenue grew 34% year over year, on top of 15% in the year-ago quarter.&nbsp;More people are relying on search to find vaccine information and look for jobs, which is boosting Google's advertising revenue in the search business. YouTube ad spending is also picking up as more people are turning to the video platform to watch reviews and shop for products.</p><p><blockquote>第一季度，收入同比增长34%，高于去年同期的15%。越来越多的人依靠搜索来查找疫苗信息和寻找工作，这提振了谷歌在搜索业务上的广告收入。随着越来越多的人转向视频平台观看评论和购买产品，YouTube的广告支出也在增加。</blockquote></p><p> During the Q1 earnings call, Alphabet's Chief Business Officer Philipp Schindler said, \"We've seen great momentum in TrueView for Action ads, with a number of advertisers using the format doubling over the past year.\"</p><p><blockquote>在第一季度财报看涨期权上，Alphabet首席商务官Philipp Schindler表示：“我们看到TrueView的动作广告势头强劲，使用该格式的广告商数量在过去一年中翻了一番。”</blockquote></p><p> Alphabet is also a leader in the booming cloud services market, where Google Cloud revenue surged 46% year over year. What's notable about this performance is that Google Cloud grew faster than the cloud market overall.&nbsp;This is an important market share gain for Google, which continues to trail the leaders,<b>Microsoft</b>&nbsp;and&nbsp;<b>Amazon</b>.</p><p><blockquote>Alphabet也是蓬勃发展的云服务市场的领导者，谷歌云收入同比飙升46%。这一业绩值得注意的是，谷歌云的增长速度快于整个云市场。对于继续落后于领导者的谷歌来说，这是一个重要的市场份额增长，<b>微软</b>和<b>亚马逊</b>.</blockquote></p><p> Overall, Alphabet has a wide&nbsp;competitive moat, with a massive base of users who rely on Gmail, Google Maps, search, and YouTube every day.</p><p><blockquote>总体而言，Alphabet拥有广泛的竞争护城河，拥有每天依赖Gmail、谷歌地图、搜索和YouTube的庞大用户群。</blockquote></p><p> Of course, government regulation is a long-term threat here. Alphabet just reached a settlement with regulators in France, where it will pay $270 million in fines over an antitrust dispute. But this regulatory risk seems to already be reflected in the stock's valuation.</p><p><blockquote>当然，政府监管在这里是一个长期威胁。Alphabet刚刚与法国监管机构达成和解，将因反垄断纠纷支付2.7亿美元罚款。但这种监管风险似乎已经反映在该股的估值中。</blockquote></p><p> Analysts expect this&nbsp;FAANG stock&nbsp;to grow earnings per share at an annualized rate of 21% over the next five years, which is more than enough to support a forward P/E of 28.7 at the stock's current price.</p><p><blockquote>分析师预计，这只FAANG股票未来五年每股收益将以21%的年化速度增长，这足以支撑该股当前价格下28.7的预期市盈率。</blockquote></p><p> <b>2. Dell Technologies</b></p><p><blockquote><b>2.戴尔科技</b></blockquote></p><p> Many investors remember Dell from the glory days of the PC boom a few decades ago. While the company benefited from a healthy PC market in the first quarter,&nbsp;the reason investors should consider buying shares is the momentum Dell is experiencing with its information technology business, along with other catalysts on the horizon.</p><p><blockquote>许多投资者还记得几十年前个人电脑繁荣的辉煌时期的戴尔。虽然该公司受益于第一季度健康的个人电脑市场，但投资者应该考虑购买股票的原因是戴尔信息技术业务正在经历的势头，以及即将到来的其他催化剂。</blockquote></p><p> After posting a 1% decline in revenue through the first half of fiscal 2021, Dell has seen revenue accelerate to 9% in fiscal Q4 2021 and 12% in fiscal Q1 2022.</p><p><blockquote>在2021财年上半年收入下降1%后，戴尔的收入在2021财年第四季度加速至9%，在2022财年第一季度加速至12%。</blockquote></p><p> \"There has been a substantial acceleration in digital transformation across the globe and you can see it in our results with record first-quarter revenue of $24.5 billion,\" Chief Operating Officer Jeff Clarke said in the earnings report.</p><p><blockquote>首席运营官杰夫·克拉克(Jeff Clarke)在财报中表示：“全球数字化转型大幅加速，你可以从我们的业绩中看到这一点，第一季度收入达到创纪录的245亿美元。”</blockquote></p><p> The stock has doubled off its lows from a year ago, reflecting the company's improving outlook coming out of the pandemic.&nbsp;But it could still head higher, for a few reasons.</p><p><blockquote>该股较一年前的低点翻了一番，反映出该公司在疫情后前景有所改善。但出于几个原因，它仍可能走高。</blockquote></p><p> First, Dell is rapidly paying down its debt, which stood at $37.9 billion at the end of April, down from $41.6 billion at the end of January.&nbsp;Debt reduction not only lowers financial risk for Dell, but it also boosts earnings growth, since lower debt also means lower interest expense.&nbsp;The recent reduction in debt lowered interest expense by approximately $162 million last quarter and contributed to a 59% jump in net profit.</p><p><blockquote>首先，戴尔正在迅速偿还债务，截至4月底，债务为379亿美元，低于1月底的416亿美元。债务削减不仅降低了戴尔的财务风险，还促进了盈利增长，因为债务减少也意味着利息支出减少。最近债务的减少使上个季度的利息支出减少了约1.62亿美元，并帮助净利润增长了59%。</blockquote></p><p> Dell is also spinning off its 81%&nbsp;interest in&nbsp;<b>VMware</b>, which will provide proceeds of $9.3 billion to $9.7 billion to accelerate the reduction in debt.</p><p><blockquote>戴尔还将剥离其81%的股权<b>VMware</b>，将提供93亿至97亿美元的收益，以加速减少债务。</blockquote></p><p> Ultimately, valuation is what counts. The stock trades at a low price-to-earnings (P/E) multiple of 12 times forward earnings estimates.&nbsp;A combination of improving business growth, lower debt, and a cheap P/E make this a top tech stock to consider buying right now.</p><p><blockquote>最终，估值才是最重要的。该股的市盈率（P/E）较低，为预期收益预期的12倍。业务增长改善、债务降低和廉价市盈率相结合，使其成为目前值得考虑购买的顶级科技股。</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>Looking for Tech Stocks? These 2 Are Great Buys<blockquote>寻找科技股？这两个很划算</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\">\nLooking for Tech Stocks? These 2 Are Great Buys<blockquote>寻找科技股？这两个很划算</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\">2021-06-14 13:23</span>\n</p>\n</h4>\n</header>\n<article>\n<p>The&nbsp;<b>NASDAQ-100 Technology Sector</b>&nbsp;index has had a remarkable run over the last five years, delivering a return of 237%. But year to date, the rotation from expensive growth stocks to value stocks has led to higher volatility for many tech names that outperformed in 2020.</p><p><blockquote>The<b>纳斯达克100指数科技板块</b>该指数在过去五年中表现出色，回报率为237%。但今年迄今为止，从昂贵的成长型股票到价值型股票的轮换导致许多在2020年表现出色的科技股波动性更高。</blockquote></p><p> Two stocks that are bucking that trend are&nbsp;<b>Alphabet</b>(NASDAQ:GOOG)(NASDAQ:GOOGL)&nbsp;and&nbsp;<b>Dell Technologies</b>(NYSE:DELL). Here's why these stocks could have more upside in 2021.</p><p><blockquote>逆势而上的两只股票是<b>Alphabet</b>（纳斯达克：GOOG）（纳斯达克：GOOGL）和<b>戴尔科技</b>（纽约证券交易所代码：戴尔）。这就是为什么这些股票在2021年可能有更大的上涨空间。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/71d661948bdc8e3c30fae86266abb43f\" tg-width=\"2000\" tg-height=\"1333\"><span>IMAGE SOURCE: GETTY IMAGES.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图片来源：盖蒂图片社。</span></p></blockquote></p><p> <b>1. Alphabet</b></p><p><blockquote><b>1.Alphabet</b></blockquote></p><p> Alphabet's stock price has trounced the broader market, up 42% year to date. The online tech titan initially reported sluggish growth in 2020&nbsp;as the pandemic slowed digital ad spending, which drives the bulk of Google search and YouTube revenue. But ad spending has been recovering strongly over the last few quarters.</p><p><blockquote>Alphabet股价跑赢大盘，今年迄今上涨42%。这家在线科技巨头最初报告称，由于疫情减缓了数字广告支出，而数字广告支出推动了谷歌搜索和YouTube的大部分收入，2020年增长缓慢。但过去几个季度广告支出一直在强劲复苏。</blockquote></p><p> In the first quarter, revenue grew 34% year over year, on top of 15% in the year-ago quarter.&nbsp;More people are relying on search to find vaccine information and look for jobs, which is boosting Google's advertising revenue in the search business. YouTube ad spending is also picking up as more people are turning to the video platform to watch reviews and shop for products.</p><p><blockquote>第一季度，收入同比增长34%，高于去年同期的15%。越来越多的人依靠搜索来查找疫苗信息和寻找工作，这提振了谷歌在搜索业务上的广告收入。随着越来越多的人转向视频平台观看评论和购买产品，YouTube的广告支出也在增加。</blockquote></p><p> During the Q1 earnings call, Alphabet's Chief Business Officer Philipp Schindler said, \"We've seen great momentum in TrueView for Action ads, with a number of advertisers using the format doubling over the past year.\"</p><p><blockquote>在第一季度财报看涨期权上，Alphabet首席商务官Philipp Schindler表示：“我们看到TrueView的动作广告势头强劲，使用该格式的广告商数量在过去一年中翻了一番。”</blockquote></p><p> Alphabet is also a leader in the booming cloud services market, where Google Cloud revenue surged 46% year over year. What's notable about this performance is that Google Cloud grew faster than the cloud market overall.&nbsp;This is an important market share gain for Google, which continues to trail the leaders,<b>Microsoft</b>&nbsp;and&nbsp;<b>Amazon</b>.</p><p><blockquote>Alphabet也是蓬勃发展的云服务市场的领导者，谷歌云收入同比飙升46%。这一业绩值得注意的是，谷歌云的增长速度快于整个云市场。对于继续落后于领导者的谷歌来说，这是一个重要的市场份额增长，<b>微软</b>和<b>亚马逊</b>.</blockquote></p><p> Overall, Alphabet has a wide&nbsp;competitive moat, with a massive base of users who rely on Gmail, Google Maps, search, and YouTube every day.</p><p><blockquote>总体而言，Alphabet拥有广泛的竞争护城河，拥有每天依赖Gmail、谷歌地图、搜索和YouTube的庞大用户群。</blockquote></p><p> Of course, government regulation is a long-term threat here. Alphabet just reached a settlement with regulators in France, where it will pay $270 million in fines over an antitrust dispute. But this regulatory risk seems to already be reflected in the stock's valuation.</p><p><blockquote>当然，政府监管在这里是一个长期威胁。Alphabet刚刚与法国监管机构达成和解，将因反垄断纠纷支付2.7亿美元罚款。但这种监管风险似乎已经反映在该股的估值中。</blockquote></p><p> Analysts expect this&nbsp;FAANG stock&nbsp;to grow earnings per share at an annualized rate of 21% over the next five years, which is more than enough to support a forward P/E of 28.7 at the stock's current price.</p><p><blockquote>分析师预计，这只FAANG股票未来五年每股收益将以21%的年化速度增长，这足以支撑该股当前价格下28.7的预期市盈率。</blockquote></p><p> <b>2. Dell Technologies</b></p><p><blockquote><b>2.戴尔科技</b></blockquote></p><p> Many investors remember Dell from the glory days of the PC boom a few decades ago. While the company benefited from a healthy PC market in the first quarter,&nbsp;the reason investors should consider buying shares is the momentum Dell is experiencing with its information technology business, along with other catalysts on the horizon.</p><p><blockquote>许多投资者还记得几十年前个人电脑繁荣的辉煌时期的戴尔。虽然该公司受益于第一季度健康的个人电脑市场，但投资者应该考虑购买股票的原因是戴尔信息技术业务正在经历的势头，以及即将到来的其他催化剂。</blockquote></p><p> After posting a 1% decline in revenue through the first half of fiscal 2021, Dell has seen revenue accelerate to 9% in fiscal Q4 2021 and 12% in fiscal Q1 2022.</p><p><blockquote>在2021财年上半年收入下降1%后，戴尔的收入在2021财年第四季度加速至9%，在2022财年第一季度加速至12%。</blockquote></p><p> \"There has been a substantial acceleration in digital transformation across the globe and you can see it in our results with record first-quarter revenue of $24.5 billion,\" Chief Operating Officer Jeff Clarke said in the earnings report.</p><p><blockquote>首席运营官杰夫·克拉克(Jeff Clarke)在财报中表示：“全球数字化转型大幅加速，你可以从我们的业绩中看到这一点，第一季度收入达到创纪录的245亿美元。”</blockquote></p><p> The stock has doubled off its lows from a year ago, reflecting the company's improving outlook coming out of the pandemic.&nbsp;But it could still head higher, for a few reasons.</p><p><blockquote>该股较一年前的低点翻了一番，反映出该公司在疫情后前景有所改善。但出于几个原因，它仍可能走高。</blockquote></p><p> First, Dell is rapidly paying down its debt, which stood at $37.9 billion at the end of April, down from $41.6 billion at the end of January.&nbsp;Debt reduction not only lowers financial risk for Dell, but it also boosts earnings growth, since lower debt also means lower interest expense.&nbsp;The recent reduction in debt lowered interest expense by approximately $162 million last quarter and contributed to a 59% jump in net profit.</p><p><blockquote>首先，戴尔正在迅速偿还债务，截至4月底，债务为379亿美元，低于1月底的416亿美元。债务削减不仅降低了戴尔的财务风险，还促进了盈利增长，因为债务减少也意味着利息支出减少。最近债务的减少使上个季度的利息支出减少了约1.62亿美元，并帮助净利润增长了59%。</blockquote></p><p> Dell is also spinning off its 81%&nbsp;interest in&nbsp;<b>VMware</b>, which will provide proceeds of $9.3 billion to $9.7 billion to accelerate the reduction in debt.</p><p><blockquote>戴尔还将剥离其81%的股权<b>VMware</b>，将提供93亿至97亿美元的收益，以加速减少债务。</blockquote></p><p> Ultimately, valuation is what counts. The stock trades at a low price-to-earnings (P/E) multiple of 12 times forward earnings estimates.&nbsp;A combination of improving business growth, lower debt, and a cheap P/E make this a top tech stock to consider buying right now.</p><p><blockquote>最终，估值才是最重要的。该股的市盈率（P/E）较低，为预期收益预期的12倍。业务增长改善、债务降低和廉价市盈率相结合，使其成为目前值得考虑购买的顶级科技股。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.fool.com/investing/2021/06/13/looking-for-tech-stocks-these-2-are-great-buys/\">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":{"GOOGL":"谷歌A","GOOG":"谷歌","DELL":"戴尔"},"source_url":"https://www.fool.com/investing/2021/06/13/looking-for-tech-stocks-these-2-are-great-buys/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1108874297","content_text":"The NASDAQ-100 Technology Sector index has had a remarkable run over the last five years, delivering a return of 237%. But year to date, the rotation from expensive growth stocks to value stocks has led to higher volatility for many tech names that outperformed in 2020.\nTwo stocks that are bucking that trend are Alphabet(NASDAQ:GOOG)(NASDAQ:GOOGL) and Dell Technologies(NYSE:DELL). Here's why these stocks could have more upside in 2021.\nIMAGE SOURCE: GETTY IMAGES.\n1. Alphabet\nAlphabet's stock price has trounced the broader market, up 42% year to date. The online tech titan initially reported sluggish growth in 2020 as the pandemic slowed digital ad spending, which drives the bulk of Google search and YouTube revenue. But ad spending has been recovering strongly over the last few quarters.\nIn the first quarter, revenue grew 34% year over year, on top of 15% in the year-ago quarter. More people are relying on search to find vaccine information and look for jobs, which is boosting Google's advertising revenue in the search business. YouTube ad spending is also picking up as more people are turning to the video platform to watch reviews and shop for products.\nDuring the Q1 earnings call, Alphabet's Chief Business Officer Philipp Schindler said, \"We've seen great momentum in TrueView for Action ads, with a number of advertisers using the format doubling over the past year.\"\nAlphabet is also a leader in the booming cloud services market, where Google Cloud revenue surged 46% year over year. What's notable about this performance is that Google Cloud grew faster than the cloud market overall. This is an important market share gain for Google, which continues to trail the leaders,Microsoft and Amazon.\nOverall, Alphabet has a wide competitive moat, with a massive base of users who rely on Gmail, Google Maps, search, and YouTube every day.\nOf course, government regulation is a long-term threat here. Alphabet just reached a settlement with regulators in France, where it will pay $270 million in fines over an antitrust dispute. But this regulatory risk seems to already be reflected in the stock's valuation.\nAnalysts expect this FAANG stock to grow earnings per share at an annualized rate of 21% over the next five years, which is more than enough to support a forward P/E of 28.7 at the stock's current price.\n2. Dell Technologies\nMany investors remember Dell from the glory days of the PC boom a few decades ago. While the company benefited from a healthy PC market in the first quarter, the reason investors should consider buying shares is the momentum Dell is experiencing with its information technology business, along with other catalysts on the horizon.\nAfter posting a 1% decline in revenue through the first half of fiscal 2021, Dell has seen revenue accelerate to 9% in fiscal Q4 2021 and 12% in fiscal Q1 2022.\n\"There has been a substantial acceleration in digital transformation across the globe and you can see it in our results with record first-quarter revenue of $24.5 billion,\" Chief Operating Officer Jeff Clarke said in the earnings report.\nThe stock has doubled off its lows from a year ago, reflecting the company's improving outlook coming out of the pandemic. But it could still head higher, for a few reasons.\nFirst, Dell is rapidly paying down its debt, which stood at $37.9 billion at the end of April, down from $41.6 billion at the end of January. Debt reduction not only lowers financial risk for Dell, but it also boosts earnings growth, since lower debt also means lower interest expense. The recent reduction in debt lowered interest expense by approximately $162 million last quarter and contributed to a 59% jump in net profit.\nDell is also spinning off its 81% interest in VMware, which will provide proceeds of $9.3 billion to $9.7 billion to accelerate the reduction in debt.\nUltimately, valuation is what counts. The stock trades at a low price-to-earnings (P/E) multiple of 12 times forward earnings estimates. A combination of improving business growth, lower debt, and a cheap P/E make this a top tech stock to consider buying right 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05:39","market":"hk","language":"en","title":"纳税700亿破纪录，马斯克又火了！股民却怒告：股价暴跌1.8万亿……<blockquote>纳税700亿破纪录，马斯克又火了！股民怒斥：股价暴跌1.8万亿……</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2193139506","media":"金十数据","summary":"马斯克被股民告了：自他发减持推文以来，特斯拉市值已蒸发1.8万亿。","content":"","source":"xnew_highlight","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>纳税700亿破纪录，马斯克又火了！股民却怒告：股价暴跌1.8万亿……<blockquote>纳税700亿破纪录，马斯克又火了！股民怒斥：股价暴跌1.8万亿……</blockquote></title>\n<style 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#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\">\n纳税700亿破纪录，马斯克又火了！股民却怒告：股价暴跌1.8万亿……<blockquote>纳税700亿破纪录，马斯克又火了！股民怒斥：股价暴跌1.8万亿……</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">金十数据</strong><span class=\"h-time small\">2021-12-21 05:39</span>\n</p>\n</h4>\n</header>\n<article>\n\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://xnews.jin10.com/webapp/details.html?id=87636&type=news\">金十数据</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":"https://cdn-news.jin10.com/dd769caf-c636-4ecb-b8d2-73b9397653cb.jpg/lite","relate_stocks":{"BK4099":"汽车制造商","BK4550":"红杉资本持仓","BK4548":"巴美列捷福持仓","BK4534":"瑞士信贷持仓","TSLA":"特斯拉","BK4555":"新能源车","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4527":"明星科技股","BK4551":"寇图资本持仓"},"source_url":"https://xnews.jin10.com/webapp/details.html?id=87636&type=news","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2193139506","content_text":"1","news_type":1,"symbols_score_info":{"TSLA":1}},"isVote":1,"tweetType":1,"viewCount":1788,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":693519824,"gmtCreate":1640048903568,"gmtModify":1640048903697,"author":{"id":"3568674001722127","authorId":"3568674001722127","name":"blee047","avatar":"https://static.tigerbbs.com/2272fea5e036f865e5904a18ededa7b1","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568674001722127","authorIdStr":"3568674001722127"},"themes":[],"htmlText":"Wa","listText":"Wa","text":"Wa","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/693519824","repostId":"2193213677","repostType":2,"isVote":1,"tweetType":1,"viewCount":1454,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":849379362,"gmtCreate":1635731781029,"gmtModify":1635731781131,"author":{"id":"3568674001722127","authorId":"3568674001722127","name":"blee047","avatar":"https://static.tigerbbs.com/2272fea5e036f865e5904a18ededa7b1","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568674001722127","authorIdStr":"3568674001722127"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/849379362","repostId":"850756569","repostType":1,"repost":{"id":850756569,"gmtCreate":1634631211448,"gmtModify":1635853120757,"author":{"id":"36984908995200","authorId":"36984908995200","name":"小虎活动","avatar":"https://static.tigerbbs.com/9e396d03155923b283948d2dec9191f8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"36984908995200","authorIdStr":"36984908995200"},"themes":[],"title":"[Halloween Game] Trade or Treat!","htmlText":"Hello, dear Tigers!&nbsp; Happy&nbsp;Halloween!&nbsp;🎃🎃🎃&nbsp;&nbsp; <a href=\"https://www.tigerbrokers.com.sg/activity/market/2021/halloween/?lang=en_US#/\" target=\"_blank\">Tap&nbsp;here&nbsp;to&nbsp;play the Halloween game,&nbsp;and&nbsp;you&nbsp;stand&nbsp;a&nbsp;chance&nbsp;to win various rewards!&nbsp;</a> Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1.&nbsp;How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'.&nbsp; 2.&nbsp;How to collect points? Each player has 30 seconds to catch falling candies while av","listText":"Hello, dear Tigers!&nbsp; Happy&nbsp;Halloween!&nbsp;🎃🎃🎃&nbsp;&nbsp; <a href=\"https://www.tigerbrokers.com.sg/activity/market/2021/halloween/?lang=en_US#/\" target=\"_blank\">Tap&nbsp;here&nbsp;to&nbsp;play the Halloween game,&nbsp;and&nbsp;you&nbsp;stand&nbsp;a&nbsp;chance&nbsp;to win various rewards!&nbsp;</a> Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1.&nbsp;How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'.&nbsp; 2.&nbsp;How to collect points? Each player has 30 seconds to catch falling candies while av","text":"Hello, dear Tigers! Happy Halloween! 🎃🎃🎃 Tap here to play the Halloween game, and you stand a chance to win various rewards! Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1. How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'. 2. How to collect points? Each player has 30 seconds to catch falling candies while av","images":[],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/850756569","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":421,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}