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2021-11-09

Like

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2021-11-01

Upupup...

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2021-10-19

Good

Tesla and 15 Other EV Stocks Are Worth Almost as Much as 50 Traditional Car Makers. How That Makes Sense.<blockquote>特斯拉和其他15只电动汽车股票的价值几乎相当于50家传统汽车制造商的价值。这怎么说得通。</blockquote>

2021-10-11

一,

Should energy's 'lonely rally' in September worry the stock-market bulls?<blockquote>能源九月份的“孤独反弹”是否应该让股市多头感到担忧？</blockquote>

2021-10-10

Nooo...

Morgan Stanley is still calling for a 10%-20% crash — protect yourself this way<blockquote>摩根士丹利仍在呼吁10%-20%的崩盘——这样保护自己</blockquote>

2021-10-01

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Is Snowflake Stock A Buy? Data Analytics Specialist Rides Cloud Computing Wave<blockquote>雪花股票值得买入吗？数据分析专家乘着云计算浪潮</blockquote>

2021-09-17

That's the way

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2021-09-14

Great

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2021-09-10

Good

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2021-08-25

Good

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2021-08-23

Nice

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2021-08-23

Nice

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2021-08-21

Nice

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2021-08-18

Ok

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2021-08-12

Nice

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2021-08-09

No problem

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2021-08-07

Like

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2021-08-04

Time to sell

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2021-08-03

Ok//@Alvin_nth: Please like

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2021-08-03

Upupup

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09:53","market":"us","language":"en","title":"Tesla and 15 Other EV Stocks Are Worth Almost as Much as 50 Traditional Car Makers. How That Makes Sense.<blockquote>特斯拉和其他15只电动汽车股票的价值几乎相当于50家传统汽车制造商的价值。这怎么说得通。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1147398025","media":"Barrons","summary":"Tesla and other electric-vehicle makers account for almost half of the value wrapped up in car-manuf","content":"<p>Tesla&nbsp;and other electric-vehicle makers account for almost half of the value wrapped up in car-manufacturer stocks. Does that make sense?</p><p><blockquote>特斯拉和其他电动汽车制造商几乎占汽车制造商股票价值的一半。这有意义吗？</blockquote></p><p> Monday, Bernstein analyst Toni Sacconaghi asked that question. He’s a&nbsp;Tesla&nbsp;(ticker: TSLA) bear—rating shares Sell with a $300 price target—mainly because he believes the stock is pricey. Still, EVs can be worth half of the industry if investors buy into three ideas.</p><p><blockquote>周一，伯恩斯坦分析师托尼·萨科纳吉提出了这个问题。他对特斯拉（股票代码：TSLA）股票给予看跌评级，目标价为300美元，主要是因为他认为该股价格昂贵。尽管如此，如果投资者接受三个想法，电动汽车的价值可能会达到整个行业的一半。</blockquote></p><p> Today, 16 EV makers—including Tesla and yet-to-be public Rivian—are worth a combined $1.14 trillion. Tesla accounts for 74% of total EV value. Four of the top 10 most valuable auto makers are EV companies including: Tesla, Rivian,BYD&nbsp;(1211.Hong Kong), and&nbsp;NIO&nbsp;(NIO).</p><p><blockquote>如今，包括特斯拉和尚未上市的Rivian在内的16家电动汽车制造商的总价值为1.14万亿美元。特斯拉占电动汽车总价值的74%。十大最有价值汽车制造商中有四家是电动汽车公司，包括：特斯拉、Rivian、比亚迪（1211.Hong Kong）和蔚来（蔚来）。</blockquote></p><p> As for the makers of conventional vehicles, more than 50 auto makers are worth a combined $1.42 trillion. The most valuable traditional car companies are:Toyota Motor&nbsp;(TM),Volkswagen&nbsp;(VOW3.Germany),Daimler&nbsp;(DAI.Germany), and&nbsp;General Motors&nbsp;(GM).</p><p><blockquote>至于传统汽车制造商，50多家汽车制造商的总价值为1.42万亿美元。最有价值的传统车企是：丰田汽车(TM)、大众汽车(VOW3.Germany)、戴姆勒(DAI.Germany)、通用汽车(GM)。</blockquote></p><p> Sales by the traditional companies still dominates unit volume, selling about 99% of the cars globally—97% of those are gasoline-powered, and 2% are EV. The EV pure-plays sell the remaining 1% worldwide.</p><p><blockquote>传统公司的销量仍然主导着销量，在全球销售了约99%的汽车，其中97%是汽油动力汽车，2%是电动汽车。纯电动汽车在全球范围内销售剩余的1%。</blockquote></p><p> “The thinking, of course, is that pure-play EV vendors will ultimately come to dominate the automotive world,” wrote Sacconaghi in a Monday report.</p><p><blockquote>萨科纳吉在周一的一份报告中写道：“当然，我们的想法是纯电动汽车供应商最终将主导汽车世界。”</blockquote></p><p> That’s the first thing investors need to believe to justify EV valuations. Sacconaghi points out that 2014 pure-play EV companies accounted for 14% of electric-car sales. That’s 28% today. Pure-play EV companies’ market share is growing.</p><p><blockquote>这是投资者需要相信的第一件事，以证明电动汽车估值的合理性。萨科纳吉指出，2014年纯电动汽车公司占电动汽车销量的14%。今天是28%。纯电动汽车公司的市场份额正在增长。</blockquote></p><p> That’s the second belief required to stay bullish on EV makers’ stocks—that market share will continue to improve. “We suspect the market believes …that traditional OEMs will not be able to deliver competitive EV offerings in the future,” adds the analyst in his report. OEM is short for original equipment manufacturer, industry jargon for auto maker.</p><p><blockquote>这是保持看好电动汽车制造商股票所需的第二个信念——市场份额将继续提高。这位分析师在报告中补充道：“我们怀疑市场认为……传统原始设备制造商未来将无法提供有竞争力的电动汽车产品。”OEM是原始设备制造商的缩写，是汽车制造商的行业术语。</blockquote></p><p> The final thing investors need to believe is that EVs will be more profitable, per car, than conventional vehicles. EV companies tend to sell direct—which can help profitability. EV makers are also the leaders in selling add-on subscription based services. Tesla’s Full Self-Driving Capability, or FSD, is probably the best example. Tesla sells the higher levels of its autonomous-driving software as a monthly subscription or for $10,000.</p><p><blockquote>投资者需要相信的最后一件事是，电动汽车的每辆车利润将比传统汽车更高。电动汽车公司倾向于直接销售，这有助于提高盈利能力。电动汽车制造商也是销售附加订阅服务的领导者。特斯拉的全自动驾驶能力（FSD）可能是最好的例子。特斯拉以每月订阅或10,000美元的价格出售更高级别的自动驾驶软件。</blockquote></p><p> The mix of volume and profit growth driven by superior products could justify valuations, but Sacconaghi isn’t a believer. “Our contention is that the automotive industry is an increasingly global and hypercompetitive industry and we believe that surplus profits and technology innovation will likely be competed away over time.”</p><p><blockquote>优质产品推动的销量和利润增长的组合可能证明估值是合理的，但萨科纳吉并不相信这一点。“我们的论点是，汽车行业是一个日益全球化和竞争激烈的行业，我们相信，随着时间的推移，剩余利润和技术创新可能会被竞争夺走。”</blockquote></p><p> His views of the industry is one of the reasons he calls Tesla valuation “too rich.”</p><p><blockquote>他对该行业的看法是他对评级·特斯拉估值“过高”的原因之一。</blockquote></p><p> Time will tell who is right. Sacconaghi’s target price still implies Tesla should be the world’s most valuable car company, just not two to three times the value of Toyota.</p><p><blockquote>时间会证明谁是对的。萨科纳吉的目标价仍然意味着特斯拉应该是世界上最有价值的汽车公司，只是不是丰田价值的两到三倍。</blockquote></p><p> Tesla stock has been on a tear of late, adding 34% over the past three months as investors have become more bullish about third quarter earnings due out on Wednesday evening. Shares have gained another 3.2% Monday.</p><p><blockquote>由于投资者对周三晚间公布的第三季度财报更加看好，特斯拉股价最近一直在上涨，过去三个月上涨了34%。周一股价又上涨3.2%。</blockquote></p><p></p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla and 15 Other EV Stocks Are Worth Almost as Much as 50 Traditional Car Makers. How That Makes Sense.<blockquote>特斯拉和其他15只电动汽车股票的价值几乎相当于50家传统汽车制造商的价值。这怎么说得通。</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\">\nTesla and 15 Other EV Stocks Are Worth Almost as Much as 50 Traditional Car Makers. How That Makes Sense.<blockquote>特斯拉和其他15只电动汽车股票的价值几乎相当于50家传统汽车制造商的价值。这怎么说得通。</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-10-19 09:53</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Tesla&nbsp;and other electric-vehicle makers account for almost half of the value wrapped up in car-manufacturer stocks. Does that make sense?</p><p><blockquote>特斯拉和其他电动汽车制造商几乎占汽车制造商股票价值的一半。这有意义吗？</blockquote></p><p> Monday, Bernstein analyst Toni Sacconaghi asked that question. He’s a&nbsp;Tesla&nbsp;(ticker: TSLA) bear—rating shares Sell with a $300 price target—mainly because he believes the stock is pricey. Still, EVs can be worth half of the industry if investors buy into three ideas.</p><p><blockquote>周一，伯恩斯坦分析师托尼·萨科纳吉提出了这个问题。他对特斯拉（股票代码：TSLA）股票给予看跌评级，目标价为300美元，主要是因为他认为该股价格昂贵。尽管如此，如果投资者接受三个想法，电动汽车的价值可能会达到整个行业的一半。</blockquote></p><p> Today, 16 EV makers—including Tesla and yet-to-be public Rivian—are worth a combined $1.14 trillion. Tesla accounts for 74% of total EV value. Four of the top 10 most valuable auto makers are EV companies including: Tesla, Rivian,BYD&nbsp;(1211.Hong Kong), and&nbsp;NIO&nbsp;(NIO).</p><p><blockquote>如今，包括特斯拉和尚未上市的Rivian在内的16家电动汽车制造商的总价值为1.14万亿美元。特斯拉占电动汽车总价值的74%。十大最有价值汽车制造商中有四家是电动汽车公司，包括：特斯拉、Rivian、比亚迪（1211.Hong Kong）和蔚来（蔚来）。</blockquote></p><p> As for the makers of conventional vehicles, more than 50 auto makers are worth a combined $1.42 trillion. The most valuable traditional car companies are:Toyota Motor&nbsp;(TM),Volkswagen&nbsp;(VOW3.Germany),Daimler&nbsp;(DAI.Germany), and&nbsp;General Motors&nbsp;(GM).</p><p><blockquote>至于传统汽车制造商，50多家汽车制造商的总价值为1.42万亿美元。最有价值的传统车企是：丰田汽车(TM)、大众汽车(VOW3.Germany)、戴姆勒(DAI.Germany)、通用汽车(GM)。</blockquote></p><p> Sales by the traditional companies still dominates unit volume, selling about 99% of the cars globally—97% of those are gasoline-powered, and 2% are EV. The EV pure-plays sell the remaining 1% worldwide.</p><p><blockquote>传统公司的销量仍然主导着销量，在全球销售了约99%的汽车，其中97%是汽油动力汽车，2%是电动汽车。纯电动汽车在全球范围内销售剩余的1%。</blockquote></p><p> “The thinking, of course, is that pure-play EV vendors will ultimately come to dominate the automotive world,” wrote Sacconaghi in a Monday report.</p><p><blockquote>萨科纳吉在周一的一份报告中写道：“当然，我们的想法是纯电动汽车供应商最终将主导汽车世界。”</blockquote></p><p> That’s the first thing investors need to believe to justify EV valuations. Sacconaghi points out that 2014 pure-play EV companies accounted for 14% of electric-car sales. That’s 28% today. Pure-play EV companies’ market share is growing.</p><p><blockquote>这是投资者需要相信的第一件事，以证明电动汽车估值的合理性。萨科纳吉指出，2014年纯电动汽车公司占电动汽车销量的14%。今天是28%。纯电动汽车公司的市场份额正在增长。</blockquote></p><p> That’s the second belief required to stay bullish on EV makers’ stocks—that market share will continue to improve. “We suspect the market believes …that traditional OEMs will not be able to deliver competitive EV offerings in the future,” adds the analyst in his report. OEM is short for original equipment manufacturer, industry jargon for auto maker.</p><p><blockquote>这是保持看好电动汽车制造商股票所需的第二个信念——市场份额将继续提高。这位分析师在报告中补充道：“我们怀疑市场认为……传统原始设备制造商未来将无法提供有竞争力的电动汽车产品。”OEM是原始设备制造商的缩写，是汽车制造商的行业术语。</blockquote></p><p> The final thing investors need to believe is that EVs will be more profitable, per car, than conventional vehicles. EV companies tend to sell direct—which can help profitability. EV makers are also the leaders in selling add-on subscription based services. Tesla’s Full Self-Driving Capability, or FSD, is probably the best example. Tesla sells the higher levels of its autonomous-driving software as a monthly subscription or for $10,000.</p><p><blockquote>投资者需要相信的最后一件事是，电动汽车的每辆车利润将比传统汽车更高。电动汽车公司倾向于直接销售，这有助于提高盈利能力。电动汽车制造商也是销售附加订阅服务的领导者。特斯拉的全自动驾驶能力（FSD）可能是最好的例子。特斯拉以每月订阅或10,000美元的价格出售更高级别的自动驾驶软件。</blockquote></p><p> The mix of volume and profit growth driven by superior products could justify valuations, but Sacconaghi isn’t a believer. “Our contention is that the automotive industry is an increasingly global and hypercompetitive industry and we believe that surplus profits and technology innovation will likely be competed away over time.”</p><p><blockquote>优质产品推动的销量和利润增长的组合可能证明估值是合理的，但萨科纳吉并不相信这一点。“我们的论点是，汽车行业是一个日益全球化和竞争激烈的行业，我们相信，随着时间的推移，剩余利润和技术创新可能会被竞争夺走。”</blockquote></p><p> His views of the industry is one of the reasons he calls Tesla valuation “too rich.”</p><p><blockquote>他对该行业的看法是他对评级·特斯拉估值“过高”的原因之一。</blockquote></p><p> Time will tell who is right. Sacconaghi’s target price still implies Tesla should be the world’s most valuable car company, just not two to three times the value of Toyota.</p><p><blockquote>时间会证明谁是对的。萨科纳吉的目标价仍然意味着特斯拉应该是世界上最有价值的汽车公司，只是不是丰田价值的两到三倍。</blockquote></p><p> Tesla stock has been on a tear of late, adding 34% over the past three months as investors have become more bullish about third quarter earnings due out on Wednesday evening. Shares have gained another 3.2% Monday.</p><p><blockquote>由于投资者对周三晚间公布的第三季度财报更加看好，特斯拉股价最近一直在上涨，过去三个月上涨了34%。周一股价又上涨3.2%。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/tesla-stock-nio-51634569822?mod=hp_DAY_6\">Barrons</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":{"VLKAF":"Volkswagen AG","TSLA":"特斯拉","LI":"理想汽车","DDAIF":"戴姆勒汽车","01211":"比亚迪股份","XPEV":"小鹏汽车","GM":"通用汽车","TM":"丰田汽车","NIO":"蔚来"},"source_url":"https://www.barrons.com/articles/tesla-stock-nio-51634569822?mod=hp_DAY_6","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1147398025","content_text":"Tesla and other electric-vehicle makers account for almost half of the value wrapped up in car-manufacturer stocks. Does that make sense?\nMonday, Bernstein analyst Toni Sacconaghi asked that question. He’s a Tesla (ticker: TSLA) bear—rating shares Sell with a $300 price target—mainly because he believes the stock is pricey. Still, EVs can be worth half of the industry if investors buy into three ideas.\nToday, 16 EV makers—including Tesla and yet-to-be public Rivian—are worth a combined $1.14 trillion. Tesla accounts for 74% of total EV value. Four of the top 10 most valuable auto makers are EV companies including: Tesla, Rivian,BYD (1211.Hong Kong), and NIO (NIO).\nAs for the makers of conventional vehicles, more than 50 auto makers are worth a combined $1.42 trillion. The most valuable traditional car companies are:Toyota Motor (TM),Volkswagen (VOW3.Germany),Daimler (DAI.Germany), and General Motors (GM).\nSales by the traditional companies still dominates unit volume, selling about 99% of the cars globally—97% of those are gasoline-powered, and 2% are EV. The EV pure-plays sell the remaining 1% worldwide.\n“The thinking, of course, is that pure-play EV vendors will ultimately come to dominate the automotive world,” wrote Sacconaghi in a Monday report.\nThat’s the first thing investors need to believe to justify EV valuations. Sacconaghi points out that 2014 pure-play EV companies accounted for 14% of electric-car sales. That’s 28% today. Pure-play EV companies’ market share is growing.\nThat’s the second belief required to stay bullish on EV makers’ stocks—that market share will continue to improve. “We suspect the market believes …that traditional OEMs will not be able to deliver competitive EV offerings in the future,” adds the analyst in his report. OEM is short for original equipment manufacturer, industry jargon for auto maker.\nThe final thing investors need to believe is that EVs will be more profitable, per car, than conventional vehicles. EV companies tend to sell direct—which can help profitability. EV makers are also the leaders in selling add-on subscription based services. Tesla’s Full Self-Driving Capability, or FSD, is probably the best example. Tesla sells the higher levels of its autonomous-driving software as a monthly subscription or for $10,000.\nThe mix of volume and profit growth driven by superior products could justify valuations, but Sacconaghi isn’t a believer. “Our contention is that the automotive industry is an increasingly global and hypercompetitive industry and we believe that surplus profits and technology innovation will likely be competed away over time.”\nHis views of the industry is one of the reasons he calls Tesla valuation “too rich.”\nTime will tell who is right. Sacconaghi’s target price still implies Tesla should be the world’s most valuable car company, just not two to three times the value of Toyota.\nTesla stock has been on a tear of late, adding 34% over the past three months as investors have become more bullish about third quarter earnings due out on Wednesday evening. Shares have gained another 3.2% Monday.","news_type":1,"symbols_score_info":{"01211":0.9,"DDAIF":0.9,"VLKAF":0.9,"NIO":0.9,"TM":0.9,"GM":0.9,"TSLA":0.9,"XPEV":0.9,"LI":0.9}},"isVote":1,"tweetType":1,"viewCount":3600,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":828710626,"gmtCreate":1633944749969,"gmtModify":1633944750032,"author":{"id":"3574935418304521","authorId":"3574935418304521","name":"hbtho","avatar":"https://static.tigerbbs.com/f083ceda901738dc46b48c3f49dc0dc7","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574935418304521","idStr":"3574935418304521"},"themes":[],"htmlText":"一,","listText":"一,","text":"一,","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/828710626","repostId":"2174975501","repostType":4,"repost":{"id":"2174975501","kind":"highlight","pubTimestamp":1633943831,"share":"https://www.laohu8.com/m/news/2174975501?lang=zh_CN&edition=full","pubTime":"2021-10-11 17:17","market":"us","language":"en","title":"Should energy's 'lonely rally' in September worry the stock-market bulls?<blockquote>能源九月份的“孤独反弹”是否应该让股市多头感到担忧？</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2174975501","media":"MarketWatch","summary":"'Unusual divergence' in the sector's performance has prompted some investor concern, say JPMorgan an","content":"<p>'Unusual divergence' in the sector's performance has prompted some investor concern, say JPMorgan analysts</p><p><blockquote>摩根大通分析师表示，该行业表现的“异常分歧”引发了一些投资者的担忧</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5463b9dd05438ce4072bc17fd67cd950\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"><span>Energy stocks are shining this year. Spencer Platt/Getty Images</span></p><p><blockquote><p class=\"t-img-caption\"><span>能源股今年大放异彩。斯宾塞·普拉特/盖蒂图片社</span></p></blockquote></p><p> U.S. stocks have been on a bumpy ride higher in 2021, but energy's \"lonely rally\" in September isn't a sign of the market peaking despite some investor jitters, according to analysts at JPMorgan Chase &amp; Co.</p><p><blockquote>摩根大通(JPMorgan Chase&amp;Co.)分析师表示，美国股市在2021年一路走高，但尽管一些投资者感到不安，但能源9月份的“孤独反弹”并不是市场见顶的迹象。</blockquote></p><p> \"Last month the energy sector rose over 9% in a declining market and was the only sector up in the S&amp;P 500 index,\" the analysts said Thursday in a J.P. Morgan research note on U.S. equity strategy. The S&amp;P 500 fell almost 5% in September, its first monthly drop since January, according to FactSet data.</p><p><blockquote>分析师周四在摩根大通关于美国股票策略的研究报告中表示：“上个月，能源板块在市场下跌的情况下上涨了9%以上，是标普500指数中唯一上涨的板块。”FactSet数据显示，标普500 9月份下跌近5%，为1月份以来首次月度下跌。</blockquote></p><p> \"This unusual divergence of sector performance has led some to suggest that the market has peaked and is primed for a major correction,\" the analysts said in the report. But \"we remain constructive on equities,\" they wrote, with energy still being \"<a href=\"https://laohu8.com/S/AONE.U\">one</a> of our favorite sectors.\"</p><p><blockquote>分析师在报告中表示：“行业表现的这种不同寻常的分歧导致一些人认为市场已经见顶，并准备进行重大调整。”但他们写道，“我们对股市仍持建设性态度”，能源仍“<a href=\"https://laohu8.com/S/AONE.U\">一</a>我们最喜欢的行业。”</blockquote></p><p> Recent spikes in oil and natural gas prices have pushed energy stocks higher, with the sector shining amid volatility in the U.S. equities market. The S&amp;P 500's energy sector has soared more than 45% this year, far exceeding the broad index's rise of more than 17%, based on Thursday afternoon trading, according to FactSet data. The Energy Select Sector SPDR Fund <a href=\"https://laohu8.com/S/XLE\">$(XLE)$</a> also was up 45% for the same stretch.</p><p><blockquote>近期石油和天然气价格飙升推动能源股走高，该行业在美国股市波动中大放异彩。FactSet数据显示，根据周四下午的交易，标普500能源板块今年已飙升逾45%，远超大盘指数逾17%的涨幅。能源精选行业SPDR基金<a href=\"https://laohu8.com/S/XLE\">$(XLE)$</a>同期也上涨了45%。</blockquote></p><p> \"Higher oil is generally positive for large-cap equities since major oil producers in the U.S. are public,\" the J.P. Morgan analysts said, while the burden of rising energy costs is \"dispersed across the economy\" to households, businesses, government and oil importers.</p><p><blockquote>摩根大通分析师表示，“由于美国主要石油生产商都是上市公司，油价上涨通常对大盘股有利”，而能源成本上涨的负担“分散在整个经济中”给家庭、企业、政府和石油进口商。</blockquote></p><p> \"All else equal, rising oil prices will certainly weigh on some sectors that are directly tied to discretionary spending,\" the analysts wrote, \"or use energy as an input/feedstock,\" such as airlines, trucking and chemicals.</p><p><blockquote>分析师写道：“在其他条件相同的情况下，油价上涨肯定会给一些与可自由支配支出直接相关或将能源用作投入/原料的行业带来压力，例如航空、卡车运输和化学品。”</blockquote></p><p> As broad benchmarks for U.S. stocks have climbed in 2021, rotations between styles and sectors have stirred volatility in the market along the way, said Liz Ann Sonders, chief investment strategist at Charles Schwab, in a phone interview Thursday. Around 91% of constituents in the S&amp;P 500 index have seen a correction of at least 10% from some high point this year, she said.</p><p><blockquote>嘉信理财首席投资策略师利兹·安·桑德斯(Liz Ann Sonders)周四在接受电话采访时表示，随着美国股市的广泛基准在2021年攀升，风格和行业之间的轮换引发了市场的波动。她表示，标普500指数中约91%的成分股较今年的高点回调了至少10%。</blockquote></p><p> \"Don't try to front-run sector rotations,\" said Sonders. Instead, investors might rebalance their portfolios more frequently in this choppy environment so that they're trimming profits during times of strength and \"adding into weakness.\"</p><p><blockquote>“不要试图抢先行业轮换，”桑德斯说。相反，投资者可能会在这种动荡的环境中更频繁地重新平衡投资组合，以便在强势时期削减利润并“加剧疲软”。</blockquote></p><p> Energy remains attractive from a standpoint of risk and reward, according to the J.P. Morgan analysts, who cited strengthening fundamentals and \"low valuation relative to the market.\"</p><p><blockquote>摩根大通分析师表示，从风险和回报的角度来看，能源仍然具有吸引力，他们指出基本面走强和“相对于市场的估值较低”。</blockquote></p><p> \"Since S&amp;P 500 Energy is compositionally weighted towards quality integrated and refiners, pure-play E&amp;P and service should see even stronger growth under $80-100 oil scenarios,\" they wrote in their report. \"Small-cap energy offers the strongest upside given its higher gearing to oil, balance sheet recovery, and potential M&amp;A targets as larger peers look to strategically build-up reserves.\"</p><p><blockquote>他们在报告中写道：“由于标普500能源公司的构成偏向优质综合企业和炼油厂，因此在80-100美元的油价情景下，纯粹的勘探与生产和服务应该会出现更强劲的增长。”“鉴于小型能源公司与石油的比率较高、资产负债表复苏以及大型同行寻求战略性建立储备的潜在并购目标，小型能源公司提供了最强劲的上涨空间。”</blockquote></p><p></p>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Should energy's 'lonely rally' in September worry the stock-market bulls?<blockquote>能源九月份的“孤独反弹”是否应该让股市多头感到担忧？</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\">\nShould energy's 'lonely rally' in September worry the stock-market bulls?<blockquote>能源九月份的“孤独反弹”是否应该让股市多头感到担忧？</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">MarketWatch</strong><span class=\"h-time small\">2021-10-11 17:17</span>\n</p>\n</h4>\n</header>\n<article>\n<p>'Unusual divergence' in the sector's performance has prompted some investor concern, say JPMorgan analysts</p><p><blockquote>摩根大通分析师表示，该行业表现的“异常分歧”引发了一些投资者的担忧</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5463b9dd05438ce4072bc17fd67cd950\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"><span>Energy stocks are shining this year. Spencer Platt/Getty Images</span></p><p><blockquote><p class=\"t-img-caption\"><span>能源股今年大放异彩。斯宾塞·普拉特/盖蒂图片社</span></p></blockquote></p><p> U.S. stocks have been on a bumpy ride higher in 2021, but energy's \"lonely rally\" in September isn't a sign of the market peaking despite some investor jitters, according to analysts at JPMorgan Chase &amp; Co.</p><p><blockquote>摩根大通(JPMorgan Chase&amp;Co.)分析师表示，美国股市在2021年一路走高，但尽管一些投资者感到不安，但能源9月份的“孤独反弹”并不是市场见顶的迹象。</blockquote></p><p> \"Last month the energy sector rose over 9% in a declining market and was the only sector up in the S&amp;P 500 index,\" the analysts said Thursday in a J.P. Morgan research note on U.S. equity strategy. The S&amp;P 500 fell almost 5% in September, its first monthly drop since January, according to FactSet data.</p><p><blockquote>分析师周四在摩根大通关于美国股票策略的研究报告中表示：“上个月，能源板块在市场下跌的情况下上涨了9%以上，是标普500指数中唯一上涨的板块。”FactSet数据显示，标普500 9月份下跌近5%，为1月份以来首次月度下跌。</blockquote></p><p> \"This unusual divergence of sector performance has led some to suggest that the market has peaked and is primed for a major correction,\" the analysts said in the report. But \"we remain constructive on equities,\" they wrote, with energy still being \"<a href=\"https://laohu8.com/S/AONE.U\">one</a> of our favorite sectors.\"</p><p><blockquote>分析师在报告中表示：“行业表现的这种不同寻常的分歧导致一些人认为市场已经见顶，并准备进行重大调整。”但他们写道，“我们对股市仍持建设性态度”，能源仍“<a href=\"https://laohu8.com/S/AONE.U\">一</a>我们最喜欢的行业。”</blockquote></p><p> Recent spikes in oil and natural gas prices have pushed energy stocks higher, with the sector shining amid volatility in the U.S. equities market. The S&amp;P 500's energy sector has soared more than 45% this year, far exceeding the broad index's rise of more than 17%, based on Thursday afternoon trading, according to FactSet data. The Energy Select Sector SPDR Fund <a href=\"https://laohu8.com/S/XLE\">$(XLE)$</a> also was up 45% for the same stretch.</p><p><blockquote>近期石油和天然气价格飙升推动能源股走高，该行业在美国股市波动中大放异彩。FactSet数据显示，根据周四下午的交易，标普500能源板块今年已飙升逾45%，远超大盘指数逾17%的涨幅。能源精选行业SPDR基金<a href=\"https://laohu8.com/S/XLE\">$(XLE)$</a>同期也上涨了45%。</blockquote></p><p> \"Higher oil is generally positive for large-cap equities since major oil producers in the U.S. are public,\" the J.P. Morgan analysts said, while the burden of rising energy costs is \"dispersed across the economy\" to households, businesses, government and oil importers.</p><p><blockquote>摩根大通分析师表示，“由于美国主要石油生产商都是上市公司，油价上涨通常对大盘股有利”，而能源成本上涨的负担“分散在整个经济中”给家庭、企业、政府和石油进口商。</blockquote></p><p> \"All else equal, rising oil prices will certainly weigh on some sectors that are directly tied to discretionary spending,\" the analysts wrote, \"or use energy as an input/feedstock,\" such as airlines, trucking and chemicals.</p><p><blockquote>分析师写道：“在其他条件相同的情况下，油价上涨肯定会给一些与可自由支配支出直接相关或将能源用作投入/原料的行业带来压力，例如航空、卡车运输和化学品。”</blockquote></p><p> As broad benchmarks for U.S. stocks have climbed in 2021, rotations between styles and sectors have stirred volatility in the market along the way, said Liz Ann Sonders, chief investment strategist at Charles Schwab, in a phone interview Thursday. Around 91% of constituents in the S&amp;P 500 index have seen a correction of at least 10% from some high point this year, she said.</p><p><blockquote>嘉信理财首席投资策略师利兹·安·桑德斯(Liz Ann Sonders)周四在接受电话采访时表示，随着美国股市的广泛基准在2021年攀升，风格和行业之间的轮换引发了市场的波动。她表示，标普500指数中约91%的成分股较今年的高点回调了至少10%。</blockquote></p><p> \"Don't try to front-run sector rotations,\" said Sonders. Instead, investors might rebalance their portfolios more frequently in this choppy environment so that they're trimming profits during times of strength and \"adding into weakness.\"</p><p><blockquote>“不要试图抢先行业轮换，”桑德斯说。相反，投资者可能会在这种动荡的环境中更频繁地重新平衡投资组合，以便在强势时期削减利润并“加剧疲软”。</blockquote></p><p> Energy remains attractive from a standpoint of risk and reward, according to the J.P. Morgan analysts, who cited strengthening fundamentals and \"low valuation relative to the market.\"</p><p><blockquote>摩根大通分析师表示，从风险和回报的角度来看，能源仍然具有吸引力，他们指出基本面走强和“相对于市场的估值较低”。</blockquote></p><p> \"Since S&amp;P 500 Energy is compositionally weighted towards quality integrated and refiners, pure-play E&amp;P and service should see even stronger growth under $80-100 oil scenarios,\" they wrote in their report. \"Small-cap energy offers the strongest upside given its higher gearing to oil, balance sheet recovery, and potential M&amp;A targets as larger peers look to strategically build-up reserves.\"</p><p><blockquote>他们在报告中写道：“由于标普500能源公司的构成偏向优质综合企业和炼油厂，因此在80-100美元的油价情景下，纯粹的勘探与生产和服务应该会出现更强劲的增长。”“鉴于小型能源公司与石油的比率较高、资产负债表复苏以及大型同行寻求战略性建立储备的潜在并购目标，小型能源公司提供了最强劲的上涨空间。”</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.marketwatch.com/story/should-energys-lonely-rally-in-september-worry-the-stock-market-bulls-11633637020?mod=hp_LATEST\">MarketWatch</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"161125":"标普500","513500":"标普500ETF","XLE":"SPDR能源指数ETF",".SPX":"S&P 500 Index","SSO":"2倍做多标普500ETF-ProShares","SH":"做空标普500-Proshares","UPRO":"三倍做多标普500ETF-ProShares","OEX":"标普100","IVV":"标普500ETF-iShares","SDS":"两倍做空标普500 ETF-ProShares","OEF":"标普100指数ETF-iShares","SPXU":"三倍做空标普500ETF-ProShares","SPY":"标普500ETF"},"source_url":"https://www.marketwatch.com/story/should-energys-lonely-rally-in-september-worry-the-stock-market-bulls-11633637020?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2174975501","content_text":"'Unusual divergence' in the sector's performance has prompted some investor concern, say JPMorgan analysts\nEnergy stocks are shining this year. Spencer Platt/Getty Images\nU.S. stocks have been on a bumpy ride higher in 2021, but energy's \"lonely rally\" in September isn't a sign of the market peaking despite some investor jitters, according to analysts at JPMorgan Chase & Co.\n\"Last month the energy sector rose over 9% in a declining market and was the only sector up in the S&P 500 index,\" the analysts said Thursday in a J.P. Morgan research note on U.S. equity strategy. The S&P 500 fell almost 5% in September, its first monthly drop since January, according to FactSet data.\n\"This unusual divergence of sector performance has led some to suggest that the market has peaked and is primed for a major correction,\" the analysts said in the report. But \"we remain constructive on equities,\" they wrote, with energy still being \"one of our favorite sectors.\"\nRecent spikes in oil and natural gas prices have pushed energy stocks higher, with the sector shining amid volatility in the U.S. equities market. The S&P 500's energy sector has soared more than 45% this year, far exceeding the broad index's rise of more than 17%, based on Thursday afternoon trading, according to FactSet data. The Energy Select Sector SPDR Fund $(XLE)$ also was up 45% for the same stretch.\n\"Higher oil is generally positive for large-cap equities since major oil producers in the U.S. are public,\" the J.P. Morgan analysts said, while the burden of rising energy costs is \"dispersed across the economy\" to households, businesses, government and oil importers.\n\"All else equal, rising oil prices will certainly weigh on some sectors that are directly tied to discretionary spending,\" the analysts wrote, \"or use energy as an input/feedstock,\" such as airlines, trucking and chemicals.\nAs broad benchmarks for U.S. stocks have climbed in 2021, rotations between styles and sectors have stirred volatility in the market along the way, said Liz Ann Sonders, chief investment strategist at Charles Schwab, in a phone interview Thursday. Around 91% of constituents in the S&P 500 index have seen a correction of at least 10% from some high point this year, she said.\n\"Don't try to front-run sector rotations,\" said Sonders. Instead, investors might rebalance their portfolios more frequently in this choppy environment so that they're trimming profits during times of strength and \"adding into weakness.\"\nEnergy remains attractive from a standpoint of risk and reward, according to the J.P. Morgan analysts, who cited strengthening fundamentals and \"low valuation relative to the market.\"\n\"Since S&P 500 Energy is compositionally weighted towards quality integrated and refiners, pure-play E&P and service should see even stronger growth under $80-100 oil scenarios,\" they wrote in their report. \"Small-cap energy offers the strongest upside given its higher gearing to oil, balance sheet recovery, and potential M&A targets as larger peers look to strategically build-up reserves.\"","news_type":1,"symbols_score_info":{"161125":0.9,"513500":0.9,".SPX":0.9,"SPXU":0.9,"UPRO":0.9,"ESmain":0.9,"IVV":0.9,"SSO":0.9,"OEX":0.9,"SDS":0.9,"SH":0.9,"SPY":0.9,"OEF":0.9,"XLE":0.9}},"isVote":1,"tweetType":1,"viewCount":2210,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":828327868,"gmtCreate":1633849419835,"gmtModify":1633849419888,"author":{"id":"3574935418304521","authorId":"3574935418304521","name":"hbtho","avatar":"https://static.tigerbbs.com/f083ceda901738dc46b48c3f49dc0dc7","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574935418304521","idStr":"3574935418304521"},"themes":[],"htmlText":"Nooo...","listText":"Nooo...","text":"Nooo...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/828327868","repostId":"1190298937","repostType":4,"repost":{"id":"1190298937","kind":"news","pubTimestamp":1633787347,"share":"https://www.laohu8.com/m/news/1190298937?lang=zh_CN&edition=full","pubTime":"2021-10-09 21:49","market":"us","language":"en","title":"Morgan Stanley is still calling for a 10%-20% crash — protect yourself this way<blockquote>摩根士丹利仍在呼吁10%-20%的崩盘——这样保护自己</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1190298937","media":"finance.yahoo","summary":"Slowing growth and tightening financial conditions.\nThat makes Mike Wilson, Morgan Stanley’s chief i","content":"<p>Slowing growth and tightening financial conditions.</p><p><blockquote>增长放缓和金融状况收紧。</blockquote></p><p> That makes Mike Wilson, Morgan Stanley’s chief investment officer, nervous.</p><p><blockquote>这让摩根士丹利首席投资官迈克·威尔逊感到紧张。</blockquote></p><p> “In short, higher real rates should mean lower equity prices,\" Wilson wrote last week in a note to clients. \"Secondarily, they may also mean value over growth even as the overall equity market goes lower.\"</p><p><blockquote>“简而言之，更高的实际利率应该意味着更低的股价，”威尔逊上周在给客户的一份报告中写道。“其次，它们也可能意味着价值超过增长，即使整体股市走低。”</blockquote></p><p> Wilson also said in a recent interview that the firm's call for a 10%-20% correction would be led by tech stocks as earnings estimates are too high.</p><p><blockquote>Wilson在最近的一次采访中还表示，由于盈利预期过高，该公司10%-20%调整的看涨期权将由科技股引领。</blockquote></p><p> Within that context, Wilson advised investors to favor defensive sectors such as healthcare, consumer staples, and financials.</p><p><blockquote>在此背景下，威尔逊建议投资者青睐医疗保健、必需消费品和金融等防御性板块。</blockquote></p><p> Let's take a quick look at a few possible plays from those areas — one of them could be worth buying withyour spare change.</p><p><blockquote>让我们快速浏览一下这些领域的一些可能的游戏——其中一个可能值得用你的零钱购买。</blockquote></p><p> 1. Financials: Bank of America (BAC)</p><p><blockquote>1.金融：美国银行（BAC）</blockquote></p><p> Over the last decade, Bank of America has streamlined and refined its business practices and operations to rise from one of the lowest rated banks in the country to the second-largest bank by assets (roughly $2.3 trillion in total assets). With assets of $3 trillion, JPMorgan Chase is the biggest.</p><p><blockquote>在过去十年中，美国银行精简和完善了其业务实践和运营，从美国评级最低的银行之一跃升为资产第二大银行（总资产约2.3万亿美元）。摩根大通拥有3万亿美元的资产，是最大的。</blockquote></p><p> As the economy continues to recover from the pandemic and inflation continues to surge, interest rates are likely to rise, putting the bank is in a good position to continue its success. Banks benefit from higher rates through a wider \"spread\" — the difference in interest that they pay to customers and what they earn by investing.</p><p><blockquote>随着经济继续从疫情中复苏，通胀继续飙升，利率可能会上升，这使该银行处于继续取得成功的有利位置。银行通过更大的“利差”（他们支付给客户的利息与他们通过投资赚取的利息之间的差额）从更高的利率中受益。</blockquote></p><p> And despite not quite hitting its earning mark last quarter, Bank of America delivered shareholders a dividend hike — upping its yield 17% from 18 cents to 21 cents per share. Currently, the shares offer a dividend yield of 1.9%.</p><p><blockquote>尽管上个季度没有完全达到盈利水平，但美国银行还是向股东提高了股息，将其收益率从每股18美分提高到21美分，增加了17%。目前，该股的股息率为1.9%。</blockquote></p><p> 2. Consumer Staples: PepsiCo (PEP)</p><p><blockquote>2.必需消费品：百事可乐（PEP）</blockquote></p><p> Pepsico is so much more than a major cola and soda brand. Most consumers will be aware that Mountain Dew and Gatorade fall under the Pepsico umbrella.</p><p><blockquote>百事可乐不仅仅是一个主要的可乐和苏打水品牌。大多数消费者都会意识到激浪和佳得乐属于百事可乐旗下。</blockquote></p><p> But this food and beverage juggernaut also owns Frito-Lay, Quaker Foods, Tropicana, SodaStream and dozens of other brands across the world.</p><p><blockquote>但这家食品和饮料巨头还在全球拥有菲多利、桂格食品、纯果乐、SodaStream和数十个其他品牌。</blockquote></p><p> With everyone spending so much time at home, snack food consumption went way up during the pandemic — which was great news for Pepsi. In July, the company reported that net sales rose more than 20% year over year to $19.22 billion — nicely above expectations of $18 billion.</p><p><blockquote>由于每个人都花这么多时间在家，疫情期间零食消费量大幅上升——这对百事可乐来说是个好消息。7月份，该公司报告净销售额同比增长超过20%，达到192.2亿美元，远高于180亿美元的预期。</blockquote></p><p> And the company is passing on some of those sweet (or salty, depending on your taste) dollars to shareholders through healthy dividends, which have been steadily increasing over the years. Over the past ten years, Pepsico's dividend has grown at a compounded rate of 7.7% versus 6.1% from its main rival Coca-Cola.</p><p><blockquote>该公司正在通过健康的股息将一些甜的（或咸的，取决于你的口味）美元传递给股东，这些年来股息一直在稳步增加。过去十年，百事可乐的股息复合增长率为7.7%，而其主要竞争对手可口可乐的股息复合增长率为6.1%。</blockquote></p><p> Pepsico shares offer a dividend yield of 2.8%.</p><p><blockquote>百事公司股票的股息率为2.8%。</blockquote></p><p> 3. Health care: Johnson &amp; Johnson (JNJ)</p><p><blockquote>3.医疗保健：强生（JNJ）</blockquote></p><p> Between its business in medical devices, pharmaceuticals and consumer packaged goods, Johnson &amp; Johnson has become a household name.</p><p><blockquote>强生公司的医疗器械、药品和消费品业务已成为家喻户晓的品牌。</blockquote></p><p> And more than that, its numerous subsidiaries including Band-Aid, Tylenol, Neutrogena, Listerine and Clean &amp; Clear could stand on their own as successful brands.</p><p><blockquote>更重要的是，其众多子公司，包括Band-Aid、Tylenol、Neutrogena、Listerine和Clean&amp;Clear都可以独立成为成功的品牌。</blockquote></p><p> JNJ’s diverse holdings in the health care segment ensures it’s able to ride out any economic slumps. And with a handful of industry-leading drugs for immunology and cancer treatment under its Janssen Pharamceutica arm, there’s a good deal of growth opportunity for JNJ.</p><p><blockquote>强生在医疗保健领域的多元化持股确保其能够度过任何经济衰退。JNJ旗下的Janssen Pharamceutica部门拥有一些行业领先的免疫学和癌症治疗药物，因此JNJ拥有大量的增长机会。</blockquote></p><p> The company’s Q2 results were buoyed by $12.59 billion in revenue from its COVID-19 shot over the year — with global sales of $164 million in the second quarter alone.</p><p><blockquote>该公司第二季度的业绩受到全年COVID-19注射收入125.9亿美元的提振，仅第二季度全球销售额就达到1.64亿美元。</blockquote></p><p> JNJ shared its success with shareholders through a dividend of $1.06 in the third quarter, up from $1.01 six months before.</p><p><blockquote>强生通过第三季度1.06美元的股息与股东分享了其成功，高于六个月前的1.01美元。</blockquote></p><p> The stock currently has a dividend yield of 2.7%.</p><p><blockquote>该股目前的股息率为2.7%。</blockquote></p><p></p>","source":"lsy1612507957220","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>Morgan Stanley is still calling for a 10%-20% crash — protect yourself this way<blockquote>摩根士丹利仍在呼吁10%-20%的崩盘——这样保护自己</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\">\nMorgan Stanley is still calling for a 10%-20% crash — protect yourself this way<blockquote>摩根士丹利仍在呼吁10%-20%的崩盘——这样保护自己</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">finance.yahoo</strong><span class=\"h-time small\">2021-10-09 21:49</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Slowing growth and tightening financial conditions.</p><p><blockquote>增长放缓和金融状况收紧。</blockquote></p><p> That makes Mike Wilson, Morgan Stanley’s chief investment officer, nervous.</p><p><blockquote>这让摩根士丹利首席投资官迈克·威尔逊感到紧张。</blockquote></p><p> “In short, higher real rates should mean lower equity prices,\" Wilson wrote last week in a note to clients. \"Secondarily, they may also mean value over growth even as the overall equity market goes lower.\"</p><p><blockquote>“简而言之，更高的实际利率应该意味着更低的股价，”威尔逊上周在给客户的一份报告中写道。“其次，它们也可能意味着价值超过增长，即使整体股市走低。”</blockquote></p><p> Wilson also said in a recent interview that the firm's call for a 10%-20% correction would be led by tech stocks as earnings estimates are too high.</p><p><blockquote>Wilson在最近的一次采访中还表示，由于盈利预期过高，该公司10%-20%调整的看涨期权将由科技股引领。</blockquote></p><p> Within that context, Wilson advised investors to favor defensive sectors such as healthcare, consumer staples, and financials.</p><p><blockquote>在此背景下，威尔逊建议投资者青睐医疗保健、必需消费品和金融等防御性板块。</blockquote></p><p> Let's take a quick look at a few possible plays from those areas — one of them could be worth buying withyour spare change.</p><p><blockquote>让我们快速浏览一下这些领域的一些可能的游戏——其中一个可能值得用你的零钱购买。</blockquote></p><p> 1. Financials: Bank of America (BAC)</p><p><blockquote>1.金融：美国银行（BAC）</blockquote></p><p> Over the last decade, Bank of America has streamlined and refined its business practices and operations to rise from one of the lowest rated banks in the country to the second-largest bank by assets (roughly $2.3 trillion in total assets). With assets of $3 trillion, JPMorgan Chase is the biggest.</p><p><blockquote>在过去十年中，美国银行精简和完善了其业务实践和运营，从美国评级最低的银行之一跃升为资产第二大银行（总资产约2.3万亿美元）。摩根大通拥有3万亿美元的资产，是最大的。</blockquote></p><p> As the economy continues to recover from the pandemic and inflation continues to surge, interest rates are likely to rise, putting the bank is in a good position to continue its success. Banks benefit from higher rates through a wider \"spread\" — the difference in interest that they pay to customers and what they earn by investing.</p><p><blockquote>随着经济继续从疫情中复苏，通胀继续飙升，利率可能会上升，这使该银行处于继续取得成功的有利位置。银行通过更大的“利差”（他们支付给客户的利息与他们通过投资赚取的利息之间的差额）从更高的利率中受益。</blockquote></p><p> And despite not quite hitting its earning mark last quarter, Bank of America delivered shareholders a dividend hike — upping its yield 17% from 18 cents to 21 cents per share. Currently, the shares offer a dividend yield of 1.9%.</p><p><blockquote>尽管上个季度没有完全达到盈利水平，但美国银行还是向股东提高了股息，将其收益率从每股18美分提高到21美分，增加了17%。目前，该股的股息率为1.9%。</blockquote></p><p> 2. Consumer Staples: PepsiCo (PEP)</p><p><blockquote>2.必需消费品：百事可乐（PEP）</blockquote></p><p> Pepsico is so much more than a major cola and soda brand. Most consumers will be aware that Mountain Dew and Gatorade fall under the Pepsico umbrella.</p><p><blockquote>百事可乐不仅仅是一个主要的可乐和苏打水品牌。大多数消费者都会意识到激浪和佳得乐属于百事可乐旗下。</blockquote></p><p> But this food and beverage juggernaut also owns Frito-Lay, Quaker Foods, Tropicana, SodaStream and dozens of other brands across the world.</p><p><blockquote>但这家食品和饮料巨头还在全球拥有菲多利、桂格食品、纯果乐、SodaStream和数十个其他品牌。</blockquote></p><p> With everyone spending so much time at home, snack food consumption went way up during the pandemic — which was great news for Pepsi. In July, the company reported that net sales rose more than 20% year over year to $19.22 billion — nicely above expectations of $18 billion.</p><p><blockquote>由于每个人都花这么多时间在家，疫情期间零食消费量大幅上升——这对百事可乐来说是个好消息。7月份，该公司报告净销售额同比增长超过20%，达到192.2亿美元，远高于180亿美元的预期。</blockquote></p><p> And the company is passing on some of those sweet (or salty, depending on your taste) dollars to shareholders through healthy dividends, which have been steadily increasing over the years. Over the past ten years, Pepsico's dividend has grown at a compounded rate of 7.7% versus 6.1% from its main rival Coca-Cola.</p><p><blockquote>该公司正在通过健康的股息将一些甜的（或咸的，取决于你的口味）美元传递给股东，这些年来股息一直在稳步增加。过去十年，百事可乐的股息复合增长率为7.7%，而其主要竞争对手可口可乐的股息复合增长率为6.1%。</blockquote></p><p> Pepsico shares offer a dividend yield of 2.8%.</p><p><blockquote>百事公司股票的股息率为2.8%。</blockquote></p><p> 3. Health care: Johnson &amp; Johnson (JNJ)</p><p><blockquote>3.医疗保健：强生（JNJ）</blockquote></p><p> Between its business in medical devices, pharmaceuticals and consumer packaged goods, Johnson &amp; Johnson has become a household name.</p><p><blockquote>强生公司的医疗器械、药品和消费品业务已成为家喻户晓的品牌。</blockquote></p><p> And more than that, its numerous subsidiaries including Band-Aid, Tylenol, Neutrogena, Listerine and Clean &amp; Clear could stand on their own as successful brands.</p><p><blockquote>更重要的是，其众多子公司，包括Band-Aid、Tylenol、Neutrogena、Listerine和Clean&amp;Clear都可以独立成为成功的品牌。</blockquote></p><p> JNJ’s diverse holdings in the health care segment ensures it’s able to ride out any economic slumps. And with a handful of industry-leading drugs for immunology and cancer treatment under its Janssen Pharamceutica arm, there’s a good deal of growth opportunity for JNJ.</p><p><blockquote>强生在医疗保健领域的多元化持股确保其能够度过任何经济衰退。JNJ旗下的Janssen Pharamceutica部门拥有一些行业领先的免疫学和癌症治疗药物，因此JNJ拥有大量的增长机会。</blockquote></p><p> The company’s Q2 results were buoyed by $12.59 billion in revenue from its COVID-19 shot over the year — with global sales of $164 million in the second quarter alone.</p><p><blockquote>该公司第二季度的业绩受到全年COVID-19注射收入125.9亿美元的提振，仅第二季度全球销售额就达到1.64亿美元。</blockquote></p><p> JNJ shared its success with shareholders through a dividend of $1.06 in the third quarter, up from $1.01 six months before.</p><p><blockquote>强生通过第三季度1.06美元的股息与股东分享了其成功，高于六个月前的1.01美元。</blockquote></p><p> The stock currently has a dividend yield of 2.7%.</p><p><blockquote>该股目前的股息率为2.7%。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://finance.yahoo.com/news/morgan-stanley-still-calling-10-120000250.html\">finance.yahoo</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":{"JNJ":"强生","PEP":"百事可乐","BAC":"美国银行"},"source_url":"https://finance.yahoo.com/news/morgan-stanley-still-calling-10-120000250.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1190298937","content_text":"Slowing growth and tightening financial conditions.\nThat makes Mike Wilson, Morgan Stanley’s chief investment officer, nervous.\n“In short, higher real rates should mean lower equity prices,\" Wilson wrote last week in a note to clients. \"Secondarily, they may also mean value over growth even as the overall equity market goes lower.\"\nWilson also said in a recent interview that the firm's call for a 10%-20% correction would be led by tech stocks as earnings estimates are too high.\nWithin that context, Wilson advised investors to favor defensive sectors such as healthcare, consumer staples, and financials.\nLet's take a quick look at a few possible plays from those areas — one of them could be worth buying withyour spare change.\n1. Financials: Bank of America (BAC)\nOver the last decade, Bank of America has streamlined and refined its business practices and operations to rise from one of the lowest rated banks in the country to the second-largest bank by assets (roughly $2.3 trillion in total assets). With assets of $3 trillion, JPMorgan Chase is the biggest.\nAs the economy continues to recover from the pandemic and inflation continues to surge, interest rates are likely to rise, putting the bank is in a good position to continue its success. Banks benefit from higher rates through a wider \"spread\" — the difference in interest that they pay to customers and what they earn by investing.\nAnd despite not quite hitting its earning mark last quarter, Bank of America delivered shareholders a dividend hike — upping its yield 17% from 18 cents to 21 cents per share. Currently, the shares offer a dividend yield of 1.9%.\n2. Consumer Staples: PepsiCo (PEP)\nPepsico is so much more than a major cola and soda brand. Most consumers will be aware that Mountain Dew and Gatorade fall under the Pepsico umbrella.\nBut this food and beverage juggernaut also owns Frito-Lay, Quaker Foods, Tropicana, SodaStream and dozens of other brands across the world.\nWith everyone spending so much time at home, snack food consumption went way up during the pandemic — which was great news for Pepsi. In July, the company reported that net sales rose more than 20% year over year to $19.22 billion — nicely above expectations of $18 billion.\nAnd the company is passing on some of those sweet (or salty, depending on your taste) dollars to shareholders through healthy dividends, which have been steadily increasing over the years. Over the past ten years, Pepsico's dividend has grown at a compounded rate of 7.7% versus 6.1% from its main rival Coca-Cola.\nPepsico shares offer a dividend yield of 2.8%.\n3. Health care: Johnson & Johnson (JNJ)\nBetween its business in medical devices, pharmaceuticals and consumer packaged goods, Johnson & Johnson has become a household name.\nAnd more than that, its numerous subsidiaries including Band-Aid, Tylenol, Neutrogena, Listerine and Clean & Clear could stand on their own as successful brands.\nJNJ’s diverse holdings in the health care segment ensures it’s able to ride out any economic slumps. And with a handful of industry-leading drugs for immunology and cancer treatment under its Janssen Pharamceutica arm, there’s a good deal of growth opportunity for JNJ.\nThe company’s Q2 results were buoyed by $12.59 billion in revenue from its COVID-19 shot over the year — with global sales of $164 million in the second quarter alone.\nJNJ shared its success with shareholders through a dividend of $1.06 in the third quarter, up from $1.01 six months before.\nThe stock currently has a dividend yield of 2.7%.","news_type":1,"symbols_score_info":{"BAC":0.9,"PEP":0.9,"JNJ":0.9}},"isVote":1,"tweetType":1,"viewCount":2538,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":864341275,"gmtCreate":1633062672127,"gmtModify":1633062672315,"author":{"id":"3574935418304521","authorId":"3574935418304521","name":"hbtho","avatar":"https://static.tigerbbs.com/f083ceda901738dc46b48c3f49dc0dc7","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574935418304521","idStr":"3574935418304521"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/864341275","repostId":"1155834484","repostType":4,"repost":{"id":"1155834484","kind":"news","pubTimestamp":1633047614,"share":"https://www.laohu8.com/m/news/1155834484?lang=zh_CN&edition=full","pubTime":"2021-10-01 08:20","market":"us","language":"en","title":"Is Snowflake Stock A Buy? Data Analytics Specialist Rides Cloud Computing Wave<blockquote>雪花股票值得买入吗？数据分析专家乘着云计算浪潮</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1155834484","media":"investors","summary":"Think of Snowflake stock as a proxy on the torrid growth of cloud computing giantsAmazon.com(AMZN),M","content":"<p>Think of Snowflake stock as a proxy on the torrid growth of cloud computing giants<b>Amazon.com</b>(AMZN),<b>Microsoft</b>(MSFT) and<b>Alphabet</b>'s (GOOGL) Google.</p><p><blockquote>将Snowflake股票视为云计算巨头快速增长的代表<b>亚马逊</b>（亚马逊），<b>微软</b>（MSFT）和<b>Alphabet</b>（GOOGL）谷歌。</blockquote></p><p> Many companies are turning to cloud computing services as part of \"digital transformation\" projects that aim to gain business insights from crunching massive volumes of data. The cloud computing titans offer their own data analytics and management tools.</p><p><blockquote>许多公司正在转向云计算服务，作为“数字化转型”项目的一部分，旨在从处理海量数据中获得商业洞察力。云计算巨头提供自己的数据分析和管理工具。</blockquote></p><p> In a \"coopetition\" model, thecloud giantsgive their customers a green light to buy<b>Snowflake</b>'s (SNOW) software. The reason is Snowflake's tools are better at some key tasks, such as letting companies compile, view, analyze and share massive amounts of data in an easy way.</p><p><blockquote>在“合作竞争”模式中，云巨头为客户的购买开绿灯<b>雪花</b>的（雪）软件。原因是Snowflake的工具在一些关键任务上更好，例如让公司以简单的方式编译、查看、分析和共享大量数据。</blockquote></p><p> Nearly two-fifths of Fortune 500 companies use Snowflake's software in the cloud as they move away from on-premise data warehousing products from<b>Teradata</b>(TDC),<b>Oracle</b>(ORCL) and<b>IBM</b>(IBM).</p><p><blockquote>近五分之二的财富500强公司在云中使用Snowflake的软件，因为它们正在从<b>Teradata</b>（贸发局），<b>神谕</b>（ORCL）及<b>IBM</b>（IBM）。</blockquote></p><p> One Snowflake customer is pharma giant<b>Pfizer</b>(PFE). Pfizer uses Snowflake tools to forecast product sales and to gain insights into thedistribution of the Covid-19 vaccine.</p><p><blockquote>Snowflake的一位客户是制药巨头<b>辉瑞</b>（PFE）。辉瑞使用雪花工具来预测产品销售并深入了解Covid-19疫苗的分布情况。</blockquote></p><p> Snowflake Stock: Competition Increasing From Google Cloud?</p><p><blockquote>雪花股票：来自谷歌云的竞争加剧？</blockquote></p><p> Stellar customer growth enabled SNOW stock to pull off the largest initial public offering ever by a software company in September 2020. The IPO raised $3.4 billion.</p><p><blockquote>出色的客户增长使SNOW stock在2020年9月完成了软件公司有史以来最大的首次公开募股。此次IPO筹集了34亿美元。</blockquote></p><p> But is Snowflake a buy right now? After a tough start to 2021, software growth stocks have rebounded. The iShares Expanded Tech-Software Sector ETF rose 5% in August, 3.4% in July and 8.7% in June.</p><p><blockquote>但雪花现在值得买入吗？在经历了2021年的艰难开局后，软件成长股出现反弹。iShares Expanded Tech-Software Sector ETF 8月份上涨5%，7月份上涨3.4%，6月份上涨8.7%。</blockquote></p><p> Snowflake stock has out-performed the software sector since mid-May. It's up 13% in 2021.</p><p><blockquote>自五月中旬以来，Snowflake股票的表现一直优于软件板块。2021年增长13%。</blockquote></p><p> Snowflake stock hit an all-time high of 429 in early December last year. But SNOW stock swooned in late 2020 amid analyst concerns over its lofty valuation.</p><p><blockquote>去年12月初，Snowflake股价创下429点的历史新高。但由于分析师对其高估值的担忧，SNOW股价在2020年底暴跌。</blockquote></p><p> At a June 10 analyst day, Snowflake laid out a path to $10 billion in product revenue by fiscal 2029, which coincides with calendar 2028. The $10 billion revenue target would result in a compound annual growth rate of 44%.</p><p><blockquote>在6月10日的分析师日上，Snowflake制定了到2029财年（与2028年日历一致）产品收入达到100亿美元的道路。100亿美元的收入目标将带来44%的复合年增长率。</blockquote></p><p> The company said it expects to increase the number of customers with over $1 million in product revenue. Snowflake also guided to long-term operating margin of 10%-plus, lower than some analysts expected.</p><p><blockquote>该公司表示，预计产品收入将超过100万美元，从而增加客户数量。Snowflake还预计长期营业利润率为10%以上，低于一些分析师的预期。</blockquote></p><p> Possible Threat From Amazon</p><p><blockquote>可能来自亚马逊的威胁</blockquote></p><p> Snowflake in July announced support for digital advertising standard Unified ID 2.0. Advertising is one of Snowflake's largest verticals with customers representing a large percentage of players in the space, noted a RBC Capital report. The move comes as Googlephases out internet cookies for targeted advertising.</p><p><blockquote>雪花在7月份宣布支持数字广告标准Unified ID 2.0。加拿大皇家银行资本的一份报告指出，广告是Snowflake最大的垂直行业之一，客户占该领域参与者的很大一部分。此举正值谷歌逐步淘汰用于定向广告的互联网cookies之际。</blockquote></p><p> Whether Amazon Web Services ratchets up competition remains a concern for SNOW stock. Plus, competition with privately held Databricks is heating up. A February funding roundvalued Databricks at $28 billion.</p><p><blockquote>亚马逊网络服务是否会加剧竞争仍然是SNOW股票的一个担忧。此外，与私营Databricks的竞争正在升温。2月份的一轮融资对Databricks的估值为280亿美元。</blockquote></p><p> Databricks, which usesartificial intelligence, is expected to launch its own IPO.<b>Hewlett Packard Enterprise</b>(HPE), with its GreenLake platform, is another rival.</p><p><blockquote>使用人工智能的Databricks预计将推出自己的IPO。<b>慧与</b>拥有GreenLake平台的HPE是另一个竞争对手。</blockquote></p><p> Snowflake stock bulls point to its seasoned management team as a strength no matter what unfolds.</p><p><blockquote>雪花股票的多头指出，无论发生什么，其经验丰富的管理团队都是一个优势。</blockquote></p><p> Two former Oracle engineers — Benoit Dageville and Thierry Cruanes — along with Marcin Zukowski, former chief executive of startup Vectorwise, started Snowflake in 2012. The company holds patents in database architecture, data warehouses and other areas.</p><p><blockquote>两位前甲骨文工程师Benoit Dageville和Thierry Cruanes以及初创公司Vectorwise前首席执行官Marcin Zukowski于2012年创办了Snowflake。公司在数据库架构、数据仓库等领域拥有专利。</blockquote></p><p> SNOW Stock: ServiceNow Veterans Lead Company</p><p><blockquote>SNOW股票：ServiceNow退伍军人领导公司</blockquote></p><p> Snowflake brought inFrank Slootman as chief executive&nbsp;in May 2019. Slootman had stepped down as CEO of ServiceNow in early 2017. Former ServiceNow Chief Financial Officer Mike Scarpelli in 2019 also joined Snowflake in the same CFO position.</p><p><blockquote>Snowflake于2019年5月任命inFrank Slootman为首席执行官。Slootman已于2017年初辞去ServiceNow首席执行官一职。前ServiceNow首席财务官Mike Scarpelli也于2019年加入Snowflake，担任相同的首席财务官职位。</blockquote></p><p> Unlike legacy, on-premise data management systems, Snowflake's platform was built from the ground up for cloud computing. It provides 100% of its software over the internet.</p><p><blockquote>与传统的内部数据管理系统不同，Snowflake的平台是为云计算从头开始构建的。它通过互联网提供100%的软件。</blockquote></p><p> Snowflake customers can share data with their partners across multiple online storage systems using the company's data warehouse. Snowflake also enables easily searchable data to be shared among applications.</p><p><blockquote>Snowflake客户可以使用公司的数据仓库在多个在线存储系统中与合作伙伴共享数据。Snowflake还支持在应用程序之间共享易于搜索的数据。</blockquote></p><p> Snowflake's data analytics tools became available on Amazon Web Services in 2015, Microsoft's Azure in 2018 and on Google's cloud platform in 2020.</p><p><blockquote>Snowflake的数据分析工具于2015年在Amazon Web Services上可用，2018年在微软的Azure上可用，2020年在谷歌的云平台上可用。</blockquote></p><p> In June, Snowflake partnered with<b>C3.ai</b>(AI). The two companies will cooperate in offering artificial intelligence tools to companies.</p><p><blockquote>6月，雪花与<b>C3.人工智能</b>（人工智能）。两家公司将合作向企业提供人工智能工具。</blockquote></p><p> Amazon Web Services A 'Frenemy'</p><p><blockquote>亚马逊网络服务是“友敌”</blockquote></p><p> \"While Snowflake is multi-cloud, it derives some 85% of its revenues from data analytics jobs deployed on Amazon Web Services, which is also Snowflake's biggest rival with AWS Redshift,\" UBS analyst Karl Keirstead said in a recent note to clients.</p><p><blockquote>瑞银分析师Karl Keirstead在最近给客户的一份报告中表示：“虽然Snowflake是多云的，但它约85%的收入来自亚马逊网络服务上部署的数据分析工作，亚马逊网络服务也是Snowflake与AWS Redshift的最大竞争对手。”</blockquote></p><p> \"This 'frenemy' relationship is critical to Snowflake's success,\" Keirstead went on to say. \"AWS benefits far more from Snowflake spending on compute and storage infrastructure resources than they lose in the form of foregone AWS Redshift revenues. Snowflake represents a dream customer and partner for AWS and Microsoft Azure.\"</p><p><blockquote>“这种‘友敌’关系对于Snowflake的成功至关重要，”Keirstead继续说道。“AWS从Snowflake在计算和存储基础设施资源上的支出中获得的好处远远超过它们因放弃AWS红移收入而损失的损失。Snowflake代表了AWS和微软Azure的梦想客户和合作伙伴。”</blockquote></p><p></p><p> Snowflake has focused on six core markets, including financial services, health care and life sciences, retail and consumer packaged goods, advertising media and entertainment, technology, and the government sector.</p><p><blockquote>Snowflake专注于六个核心市场，包括金融服务、医疗保健和生命科学、零售和消费品、广告媒体和娱乐、技术和政府部门。</blockquote></p><p> When Snowflake went public in September it used a dual-class share structure that gave its CEO and insiderssuper-voting rights. However, Snowflake eliminated the dual-class structure in March.</p><p><blockquote>当Snowflake于9月份上市时，它采用了双层股权结构，赋予其首席执行官和内部人士超级投票权。然而，Snowflake在三月份取消了双层结构。</blockquote></p><p> Snowflake had been based in San Mateo, Calif. Amid the shift to remote work spurred by the coronavirus emergency, Snowflake in May said it no longer has a corporate headquarters. It designated Bozeman, Mont., as its principal executive office. Slootman and Scarpelli are based in Bozeman.</p><p><blockquote>雪花公司的总部设在加利福尼亚州的圣马特奥。在冠状病毒紧急情况促使人们转向远程工作的过程中，Snowflake在5月份表示，它不再设有公司总部。它指定了蒙大拿州的波兹曼。，作为其主要执行办公室。斯洛特曼和斯卡佩利的总部设在波兹曼。</blockquote></p><p> Snowflake Stock Fundamental Analysis</p><p><blockquote>雪花股票基本面分析</blockquote></p><p> Software stocks typically trade as a multiple of forward-looking revenue growth. Software-as-a-service, or SaaS, companies, such as<b>Salesforce.com</b>(CRM), typically provide the highest revenue growth. Salesforce is a key marketing partner of SNOW stock.</p><p><blockquote>软件股的交易价格通常是前瞻性收入增长的倍数。软件即服务或SaaS公司，例如<b>Salesforce.com</b>（CRM），通常提供最高的收入增长。Salesforce是SNOW stock的主要营销合作伙伴。</blockquote></p><p> Snowflake also partners with consulting firms such as Deloitte and information technology firms such as privately held Informatica.</p><p><blockquote>Snowflake还与德勤等咨询公司和私营Informatica等信息技术公司合作。</blockquote></p><p> Snowflake is not an SaaS company, however. Instead, it uses a consumption-based business model based on how much data its customers crunch and store.</p><p><blockquote>然而，Snowflake并不是一家SaaS公司。相反，它使用基于消费的商业模式，基于客户处理和存储的数据量。</blockquote></p><p> Snowflake's revenue growth stands out. But there's less transparency and predictability than with subscription-based, recurring-revenue SaaS business models, analysts say.</p><p><blockquote>Snowflake的收入增长尤为突出。但分析师表示，与基于订阅、经常性收入的SaaS商业模式相比，透明度和可预测性较低。</blockquote></p><p> \"SNOW has a consumption model, whereby customers contract for a certain amount of compute and storage capacity,\" Mizuho Securities analyst Gregg Moskowitz said in a note. \"The company only records revenue, however, as that capacity is used, so there can be a lag of several months or more before revenue recognition begins.\"</p><p><blockquote>瑞穗证券分析师Gregg Moskowitz在一份报告中表示：“SNOW有一种消费模式，即客户签订一定数量的计算和存储容量的合同。”“然而，公司仅在产能被使用时记录收入，因此在开始确认收入之前可能会有几个月或更长时间的滞后。”</blockquote></p><p> Snowflake is nearing an annual revenue run-rate of $1 billion. That's a big milestone for software growth companies. But SNOW stock is unprofitable on the two most common accounting standards.</p><p><blockquote>Snowflake的年收入接近10亿美元。对于软件成长型公司来说，这是一个重要的里程碑。但根据两种最常见的会计准则，SNOW股票是无利可图的。</blockquote></p><p> Many software companies are unprofitable using GAAP earnings, or generally accepted accounting principles, which includes stock-based compensation. But they're profitable on a non-GAAP or \"adjusted\" earnings basis.</p><p><blockquote>许多软件公司使用GAAP收益或公认会计原则（包括基于股票的薪酬）是无利可图的。但在非公认会计准则或“调整后”收益的基础上，它们是盈利的。</blockquote></p><p> Snowflake Stock Gains Traction In Large Deals</p><p><blockquote>雪花股票在大宗交易中获得关注</blockquote></p><p> Snowflake's July quarter decelerated from the previous quarter but topped analyst estimates as it gained traction with large deals in the financial services and healthcare markets.</p><p><blockquote>Snowflake 7月份季度的业绩较上一季度有所放缓，但超出了分析师的预期，因为它在金融服务和医疗保健市场的大型交易中获得了关注。</blockquote></p><p> Snowflake said July-quarter revenue jumped 104% to $272.2 million from a year earlier. Analysts had estimated Snowflake revenue of $256.5 million.</p><p><blockquote>Snowflake表示，7月份季度收入同比增长104%至2.722亿美元。分析师此前估计Snowflake的收入为2.565亿美元。</blockquote></p><p> Snowflake sales soared 110% in the April quarter and 117% in the January quarter.</p><p><blockquote>Snowflake销售额在4月份季度飙升110%，在1月份季度飙升117%。</blockquote></p><p> The provider of cloud-based data analytics software said product revenue rose 103% to $254.6 million vs. estimates of $240 million.</p><p><blockquote>这家基于云的数据分析软件提供商表示，产品收入增长103%，达到2.546亿美元，而预期为2.4亿美元。</blockquote></p><p> In addition, Snowflake said it now has 116 customers with \"trailing 12-month product revenue greater than $1 million,\" up from 104 such customers as of April 30.</p><p><blockquote>此外，Snowflake表示，目前拥有116名“过去12个月产品收入超过100万美元”的客户，高于截至4月30日的104名此类客户。</blockquote></p><p> \"SNOW stock ended the quarter with 12 net new $1 million-plus customers (vs. 27 last quarter, 8 a year ago), bringing total $1 million-plus customers to 116,\" said Cowen analyst J. Derrick Wood in a report. \"Management cited strength come from rising deal sizes, strong competitive win rates, high sales productivity levels and balanced demand across geographies, customer segments and verticals. SNOW's recent vertically-focused, go-to-market initiatives are resonating particularly well in financial services and healthcare.\"</p><p><blockquote>Cowen分析师J.Derrick Wood在一份报告中表示：“SNOW股票在本季度末净新增了12名100万美元以上的客户（上季度为27名，一年前为8名），使100万美元以上的客户总数达到116名。”“管理层表示，优势来自不断增长的交易规模、强劲的竞争胜率、高销售生产力水平以及跨地区、客户群和垂直行业的平衡需求。斯诺最近以垂直为重点的上市举措在金融服务领域引起了特别好的共鸣和医疗保健。”</blockquote></p><p> For the October quarter, Snowflake forecast product revenue in a range of $280 million to $285 million, above estimates of $270.5 million.</p><p><blockquote>Snowflake预测10月份季度的产品收入在2.8亿美元至2.85亿美元之间，高于预期的2.705亿美元。</blockquote></p><p> SNOW Stock Technical Analysis</p><p><blockquote>SNOW股票技术分析</blockquote></p><p> Snowflake stock went public on Sept. 16, 2020, at 120 a share. At the time, software growth stocks were hot as investors sought recurring revenue amid the coronavirus emergency.</p><p><blockquote>Snowflake股票于2020年9月16日上市，价格为每股120美元。当时，由于投资者在冠状病毒紧急情况下寻求经常性收入，软件成长股炙手可热。</blockquote></p><p> SNOW stock popped as high as 319 on the first day of trading and closed 111.6% above the IPO price at 253.93. Shares pulled back as analysts debated Snowflake's valuation.</p><p><blockquote>SNOW股价在交易首日飙升至319点，收盘价较IPO价格253.93点高出111.6%。由于分析师对Snowflake的估值存在争议，股价回落。</blockquote></p><p> Snowflake stock forged acup-with-handle baseover the next two months. The new base created an entry point of 301. SNOW stock blew past the buy point, hitting an all-time high of 429 on Dec. 8.</p><p><blockquote>在接下来的两个月里，雪花股票锻造了带手柄的针尖底座。新基地创造了一个301的切入点。SNOW股价突破买入点，于12月8日触及429点的历史新高。</blockquote></p><p> Snowflake stock swooned in late 2020 amid questions over its valuation even as the IBD Computer-Software Enterprise group stayed resilient. The Computer-Software Enterprise group did not break down until mid-February amid a market rotation to value.</p><p><blockquote>尽管IBD计算机软件企业集团保持了弹性，但由于估值受到质疑，Snowflake股价在2020年底暴跌。该计算机软件企业集团直到2月中旬才因市场向价值轮动而崩溃。</blockquote></p><p> Snowflake stock hit a 12-month low of 184.71 on May 13.</p><p><blockquote>Snowflake股价于5月13日触及184.71的12个月低点。</blockquote></p><p> Is Snowflake Stock A Buy Right Now?</p><p><blockquote>雪花股票现在值得买入吗？</blockquote></p><p> Snowflake stock still trades at a substantial premium as a multiple of forward-looking revenue growth. SNOW stock holds anIBD Composite Ratingof&nbsp; 53 out of a best possible 99, according toIBD Stock Checkup.</p><p><blockquote>作为前瞻性收入增长的倍数，雪花股票的交易价格仍然存在大幅溢价。根据IBD股票检查，SNOW股票的IBD综合评级为53分（满分为99分）。</blockquote></p><p> IBD's Composite Rating combines five separate proprietary ratings into one easy-to-use rating. The best growth stocks have a Composite Rating of 90 or better.</p><p><blockquote>IBD的综合评级将五个独立的专有评级合并为一个易于使用的评级。最佳成长型股票的综合评级为90或更高。</blockquote></p><p></p><p> One bright spot is that Snowflake stock owns an Accumulation/Distribution Rating of B, according toIBD MarketSmithanalysis. That rating analyzes price and volume changes in a stock over the past 13 weeks of trading.</p><p><blockquote>根据IBD MarketSmithAnalysis的数据，一个亮点是Snowflake股票的积累/分配评级为B。该评级分析股票在过去13周交易中的价格和交易量变化。</blockquote></p><p> The rating, on an A+ to E scale, measures institutional buying and selling in a stock. A+ signifies heavy institutional buying; E means heavy selling. Think of the C grade as neutral.</p><p><blockquote>该评级为A+至E级，衡量机构对股票的买卖情况。A+表示机构大量买入；E表示大量抛售。把C级想象成中性。</blockquote></p><p> SNOW stock has yet toform a basewith a proper entry point. Snowflake stock has clawed above its 50-day moving average. If it holds above the 50-day line that could kick-start the right side of a deep base.</p><p><blockquote>积雪还没有形成一个合适的切入点。Snowflake股价已突破50日移动平均线。如果它保持在50日线之上，可能会启动深基右侧。</blockquote></p><p></p>","source":"lsy1610449120050","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Is Snowflake Stock A Buy? Data Analytics Specialist Rides Cloud Computing Wave<blockquote>雪花股票值得买入吗？数据分析专家乘着云计算浪潮</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIs Snowflake Stock A Buy? Data Analytics Specialist Rides Cloud Computing Wave<blockquote>雪花股票值得买入吗？数据分析专家乘着云计算浪潮</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">investors</strong><span class=\"h-time small\">2021-10-01 08:20</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Think of Snowflake stock as a proxy on the torrid growth of cloud computing giants<b>Amazon.com</b>(AMZN),<b>Microsoft</b>(MSFT) and<b>Alphabet</b>'s (GOOGL) Google.</p><p><blockquote>将Snowflake股票视为云计算巨头快速增长的代表<b>亚马逊</b>（亚马逊），<b>微软</b>（MSFT）和<b>Alphabet</b>（GOOGL）谷歌。</blockquote></p><p> Many companies are turning to cloud computing services as part of \"digital transformation\" projects that aim to gain business insights from crunching massive volumes of data. The cloud computing titans offer their own data analytics and management tools.</p><p><blockquote>许多公司正在转向云计算服务，作为“数字化转型”项目的一部分，旨在从处理海量数据中获得商业洞察力。云计算巨头提供自己的数据分析和管理工具。</blockquote></p><p> In a \"coopetition\" model, thecloud giantsgive their customers a green light to buy<b>Snowflake</b>'s (SNOW) software. The reason is Snowflake's tools are better at some key tasks, such as letting companies compile, view, analyze and share massive amounts of data in an easy way.</p><p><blockquote>在“合作竞争”模式中，云巨头为客户的购买开绿灯<b>雪花</b>的（雪）软件。原因是Snowflake的工具在一些关键任务上更好，例如让公司以简单的方式编译、查看、分析和共享大量数据。</blockquote></p><p> Nearly two-fifths of Fortune 500 companies use Snowflake's software in the cloud as they move away from on-premise data warehousing products from<b>Teradata</b>(TDC),<b>Oracle</b>(ORCL) and<b>IBM</b>(IBM).</p><p><blockquote>近五分之二的财富500强公司在云中使用Snowflake的软件，因为它们正在从<b>Teradata</b>（贸发局），<b>神谕</b>（ORCL）及<b>IBM</b>（IBM）。</blockquote></p><p> One Snowflake customer is pharma giant<b>Pfizer</b>(PFE). Pfizer uses Snowflake tools to forecast product sales and to gain insights into thedistribution of the Covid-19 vaccine.</p><p><blockquote>Snowflake的一位客户是制药巨头<b>辉瑞</b>（PFE）。辉瑞使用雪花工具来预测产品销售并深入了解Covid-19疫苗的分布情况。</blockquote></p><p> Snowflake Stock: Competition Increasing From Google Cloud?</p><p><blockquote>雪花股票：来自谷歌云的竞争加剧？</blockquote></p><p> Stellar customer growth enabled SNOW stock to pull off the largest initial public offering ever by a software company in September 2020. The IPO raised $3.4 billion.</p><p><blockquote>出色的客户增长使SNOW stock在2020年9月完成了软件公司有史以来最大的首次公开募股。此次IPO筹集了34亿美元。</blockquote></p><p> But is Snowflake a buy right now? After a tough start to 2021, software growth stocks have rebounded. The iShares Expanded Tech-Software Sector ETF rose 5% in August, 3.4% in July and 8.7% in June.</p><p><blockquote>但雪花现在值得买入吗？在经历了2021年的艰难开局后，软件成长股出现反弹。iShares Expanded Tech-Software Sector ETF 8月份上涨5%，7月份上涨3.4%，6月份上涨8.7%。</blockquote></p><p> Snowflake stock has out-performed the software sector since mid-May. It's up 13% in 2021.</p><p><blockquote>自五月中旬以来，Snowflake股票的表现一直优于软件板块。2021年增长13%。</blockquote></p><p> Snowflake stock hit an all-time high of 429 in early December last year. But SNOW stock swooned in late 2020 amid analyst concerns over its lofty valuation.</p><p><blockquote>去年12月初，Snowflake股价创下429点的历史新高。但由于分析师对其高估值的担忧，SNOW股价在2020年底暴跌。</blockquote></p><p> At a June 10 analyst day, Snowflake laid out a path to $10 billion in product revenue by fiscal 2029, which coincides with calendar 2028. The $10 billion revenue target would result in a compound annual growth rate of 44%.</p><p><blockquote>在6月10日的分析师日上，Snowflake制定了到2029财年（与2028年日历一致）产品收入达到100亿美元的道路。100亿美元的收入目标将带来44%的复合年增长率。</blockquote></p><p> The company said it expects to increase the number of customers with over $1 million in product revenue. Snowflake also guided to long-term operating margin of 10%-plus, lower than some analysts expected.</p><p><blockquote>该公司表示，预计产品收入将超过100万美元，从而增加客户数量。Snowflake还预计长期营业利润率为10%以上，低于一些分析师的预期。</blockquote></p><p> Possible Threat From Amazon</p><p><blockquote>可能来自亚马逊的威胁</blockquote></p><p> Snowflake in July announced support for digital advertising standard Unified ID 2.0. Advertising is one of Snowflake's largest verticals with customers representing a large percentage of players in the space, noted a RBC Capital report. The move comes as Googlephases out internet cookies for targeted advertising.</p><p><blockquote>雪花在7月份宣布支持数字广告标准Unified ID 2.0。加拿大皇家银行资本的一份报告指出，广告是Snowflake最大的垂直行业之一，客户占该领域参与者的很大一部分。此举正值谷歌逐步淘汰用于定向广告的互联网cookies之际。</blockquote></p><p> Whether Amazon Web Services ratchets up competition remains a concern for SNOW stock. Plus, competition with privately held Databricks is heating up. A February funding roundvalued Databricks at $28 billion.</p><p><blockquote>亚马逊网络服务是否会加剧竞争仍然是SNOW股票的一个担忧。此外，与私营Databricks的竞争正在升温。2月份的一轮融资对Databricks的估值为280亿美元。</blockquote></p><p> Databricks, which usesartificial intelligence, is expected to launch its own IPO.<b>Hewlett Packard Enterprise</b>(HPE), with its GreenLake platform, is another rival.</p><p><blockquote>使用人工智能的Databricks预计将推出自己的IPO。<b>慧与</b>拥有GreenLake平台的HPE是另一个竞争对手。</blockquote></p><p> Snowflake stock bulls point to its seasoned management team as a strength no matter what unfolds.</p><p><blockquote>雪花股票的多头指出，无论发生什么，其经验丰富的管理团队都是一个优势。</blockquote></p><p> Two former Oracle engineers — Benoit Dageville and Thierry Cruanes — along with Marcin Zukowski, former chief executive of startup Vectorwise, started Snowflake in 2012. The company holds patents in database architecture, data warehouses and other areas.</p><p><blockquote>两位前甲骨文工程师Benoit Dageville和Thierry Cruanes以及初创公司Vectorwise前首席执行官Marcin Zukowski于2012年创办了Snowflake。公司在数据库架构、数据仓库等领域拥有专利。</blockquote></p><p> SNOW Stock: ServiceNow Veterans Lead Company</p><p><blockquote>SNOW股票：ServiceNow退伍军人领导公司</blockquote></p><p> Snowflake brought inFrank Slootman as chief executive&nbsp;in May 2019. Slootman had stepped down as CEO of ServiceNow in early 2017. Former ServiceNow Chief Financial Officer Mike Scarpelli in 2019 also joined Snowflake in the same CFO position.</p><p><blockquote>Snowflake于2019年5月任命inFrank Slootman为首席执行官。Slootman已于2017年初辞去ServiceNow首席执行官一职。前ServiceNow首席财务官Mike Scarpelli也于2019年加入Snowflake，担任相同的首席财务官职位。</blockquote></p><p> Unlike legacy, on-premise data management systems, Snowflake's platform was built from the ground up for cloud computing. It provides 100% of its software over the internet.</p><p><blockquote>与传统的内部数据管理系统不同，Snowflake的平台是为云计算从头开始构建的。它通过互联网提供100%的软件。</blockquote></p><p> Snowflake customers can share data with their partners across multiple online storage systems using the company's data warehouse. Snowflake also enables easily searchable data to be shared among applications.</p><p><blockquote>Snowflake客户可以使用公司的数据仓库在多个在线存储系统中与合作伙伴共享数据。Snowflake还支持在应用程序之间共享易于搜索的数据。</blockquote></p><p> Snowflake's data analytics tools became available on Amazon Web Services in 2015, Microsoft's Azure in 2018 and on Google's cloud platform in 2020.</p><p><blockquote>Snowflake的数据分析工具于2015年在Amazon Web Services上可用，2018年在微软的Azure上可用，2020年在谷歌的云平台上可用。</blockquote></p><p> In June, Snowflake partnered with<b>C3.ai</b>(AI). The two companies will cooperate in offering artificial intelligence tools to companies.</p><p><blockquote>6月，雪花与<b>C3.人工智能</b>（人工智能）。两家公司将合作向企业提供人工智能工具。</blockquote></p><p> Amazon Web Services A 'Frenemy'</p><p><blockquote>亚马逊网络服务是“友敌”</blockquote></p><p> \"While Snowflake is multi-cloud, it derives some 85% of its revenues from data analytics jobs deployed on Amazon Web Services, which is also Snowflake's biggest rival with AWS Redshift,\" UBS analyst Karl Keirstead said in a recent note to clients.</p><p><blockquote>瑞银分析师Karl Keirstead在最近给客户的一份报告中表示：“虽然Snowflake是多云的，但它约85%的收入来自亚马逊网络服务上部署的数据分析工作，亚马逊网络服务也是Snowflake与AWS Redshift的最大竞争对手。”</blockquote></p><p> \"This 'frenemy' relationship is critical to Snowflake's success,\" Keirstead went on to say. \"AWS benefits far more from Snowflake spending on compute and storage infrastructure resources than they lose in the form of foregone AWS Redshift revenues. Snowflake represents a dream customer and partner for AWS and Microsoft Azure.\"</p><p><blockquote>“这种‘友敌’关系对于Snowflake的成功至关重要，”Keirstead继续说道。“AWS从Snowflake在计算和存储基础设施资源上的支出中获得的好处远远超过它们因放弃AWS红移收入而损失的损失。Snowflake代表了AWS和微软Azure的梦想客户和合作伙伴。”</blockquote></p><p></p><p> Snowflake has focused on six core markets, including financial services, health care and life sciences, retail and consumer packaged goods, advertising media and entertainment, technology, and the government sector.</p><p><blockquote>Snowflake专注于六个核心市场，包括金融服务、医疗保健和生命科学、零售和消费品、广告媒体和娱乐、技术和政府部门。</blockquote></p><p> When Snowflake went public in September it used a dual-class share structure that gave its CEO and insiderssuper-voting rights. However, Snowflake eliminated the dual-class structure in March.</p><p><blockquote>当Snowflake于9月份上市时，它采用了双层股权结构，赋予其首席执行官和内部人士超级投票权。然而，Snowflake在三月份取消了双层结构。</blockquote></p><p> Snowflake had been based in San Mateo, Calif. Amid the shift to remote work spurred by the coronavirus emergency, Snowflake in May said it no longer has a corporate headquarters. It designated Bozeman, Mont., as its principal executive office. Slootman and Scarpelli are based in Bozeman.</p><p><blockquote>雪花公司的总部设在加利福尼亚州的圣马特奥。在冠状病毒紧急情况促使人们转向远程工作的过程中，Snowflake在5月份表示，它不再设有公司总部。它指定了蒙大拿州的波兹曼。，作为其主要执行办公室。斯洛特曼和斯卡佩利的总部设在波兹曼。</blockquote></p><p> Snowflake Stock Fundamental Analysis</p><p><blockquote>雪花股票基本面分析</blockquote></p><p> Software stocks typically trade as a multiple of forward-looking revenue growth. Software-as-a-service, or SaaS, companies, such as<b>Salesforce.com</b>(CRM), typically provide the highest revenue growth. Salesforce is a key marketing partner of SNOW stock.</p><p><blockquote>软件股的交易价格通常是前瞻性收入增长的倍数。软件即服务或SaaS公司，例如<b>Salesforce.com</b>（CRM），通常提供最高的收入增长。Salesforce是SNOW stock的主要营销合作伙伴。</blockquote></p><p> Snowflake also partners with consulting firms such as Deloitte and information technology firms such as privately held Informatica.</p><p><blockquote>Snowflake还与德勤等咨询公司和私营Informatica等信息技术公司合作。</blockquote></p><p> Snowflake is not an SaaS company, however. Instead, it uses a consumption-based business model based on how much data its customers crunch and store.</p><p><blockquote>然而，Snowflake并不是一家SaaS公司。相反，它使用基于消费的商业模式，基于客户处理和存储的数据量。</blockquote></p><p> Snowflake's revenue growth stands out. But there's less transparency and predictability than with subscription-based, recurring-revenue SaaS business models, analysts say.</p><p><blockquote>Snowflake的收入增长尤为突出。但分析师表示，与基于订阅、经常性收入的SaaS商业模式相比，透明度和可预测性较低。</blockquote></p><p> \"SNOW has a consumption model, whereby customers contract for a certain amount of compute and storage capacity,\" Mizuho Securities analyst Gregg Moskowitz said in a note. \"The company only records revenue, however, as that capacity is used, so there can be a lag of several months or more before revenue recognition begins.\"</p><p><blockquote>瑞穗证券分析师Gregg Moskowitz在一份报告中表示：“SNOW有一种消费模式，即客户签订一定数量的计算和存储容量的合同。”“然而，公司仅在产能被使用时记录收入，因此在开始确认收入之前可能会有几个月或更长时间的滞后。”</blockquote></p><p> Snowflake is nearing an annual revenue run-rate of $1 billion. That's a big milestone for software growth companies. But SNOW stock is unprofitable on the two most common accounting standards.</p><p><blockquote>Snowflake的年收入接近10亿美元。对于软件成长型公司来说，这是一个重要的里程碑。但根据两种最常见的会计准则，SNOW股票是无利可图的。</blockquote></p><p> Many software companies are unprofitable using GAAP earnings, or generally accepted accounting principles, which includes stock-based compensation. But they're profitable on a non-GAAP or \"adjusted\" earnings basis.</p><p><blockquote>许多软件公司使用GAAP收益或公认会计原则（包括基于股票的薪酬）是无利可图的。但在非公认会计准则或“调整后”收益的基础上，它们是盈利的。</blockquote></p><p> Snowflake Stock Gains Traction In Large Deals</p><p><blockquote>雪花股票在大宗交易中获得关注</blockquote></p><p> Snowflake's July quarter decelerated from the previous quarter but topped analyst estimates as it gained traction with large deals in the financial services and healthcare markets.</p><p><blockquote>Snowflake 7月份季度的业绩较上一季度有所放缓，但超出了分析师的预期，因为它在金融服务和医疗保健市场的大型交易中获得了关注。</blockquote></p><p> Snowflake said July-quarter revenue jumped 104% to $272.2 million from a year earlier. Analysts had estimated Snowflake revenue of $256.5 million.</p><p><blockquote>Snowflake表示，7月份季度收入同比增长104%至2.722亿美元。分析师此前估计Snowflake的收入为2.565亿美元。</blockquote></p><p> Snowflake sales soared 110% in the April quarter and 117% in the January quarter.</p><p><blockquote>Snowflake销售额在4月份季度飙升110%，在1月份季度飙升117%。</blockquote></p><p> The provider of cloud-based data analytics software said product revenue rose 103% to $254.6 million vs. estimates of $240 million.</p><p><blockquote>这家基于云的数据分析软件提供商表示，产品收入增长103%，达到2.546亿美元，而预期为2.4亿美元。</blockquote></p><p> In addition, Snowflake said it now has 116 customers with \"trailing 12-month product revenue greater than $1 million,\" up from 104 such customers as of April 30.</p><p><blockquote>此外，Snowflake表示，目前拥有116名“过去12个月产品收入超过100万美元”的客户，高于截至4月30日的104名此类客户。</blockquote></p><p> \"SNOW stock ended the quarter with 12 net new $1 million-plus customers (vs. 27 last quarter, 8 a year ago), bringing total $1 million-plus customers to 116,\" said Cowen analyst J. Derrick Wood in a report. \"Management cited strength come from rising deal sizes, strong competitive win rates, high sales productivity levels and balanced demand across geographies, customer segments and verticals. SNOW's recent vertically-focused, go-to-market initiatives are resonating particularly well in financial services and healthcare.\"</p><p><blockquote>Cowen分析师J.Derrick Wood在一份报告中表示：“SNOW股票在本季度末净新增了12名100万美元以上的客户（上季度为27名，一年前为8名），使100万美元以上的客户总数达到116名。”“管理层表示，优势来自不断增长的交易规模、强劲的竞争胜率、高销售生产力水平以及跨地区、客户群和垂直行业的平衡需求。斯诺最近以垂直为重点的上市举措在金融服务领域引起了特别好的共鸣和医疗保健。”</blockquote></p><p> For the October quarter, Snowflake forecast product revenue in a range of $280 million to $285 million, above estimates of $270.5 million.</p><p><blockquote>Snowflake预测10月份季度的产品收入在2.8亿美元至2.85亿美元之间，高于预期的2.705亿美元。</blockquote></p><p> SNOW Stock Technical Analysis</p><p><blockquote>SNOW股票技术分析</blockquote></p><p> Snowflake stock went public on Sept. 16, 2020, at 120 a share. At the time, software growth stocks were hot as investors sought recurring revenue amid the coronavirus emergency.</p><p><blockquote>Snowflake股票于2020年9月16日上市，价格为每股120美元。当时，由于投资者在冠状病毒紧急情况下寻求经常性收入，软件成长股炙手可热。</blockquote></p><p> SNOW stock popped as high as 319 on the first day of trading and closed 111.6% above the IPO price at 253.93. Shares pulled back as analysts debated Snowflake's valuation.</p><p><blockquote>SNOW股价在交易首日飙升至319点，收盘价较IPO价格253.93点高出111.6%。由于分析师对Snowflake的估值存在争议，股价回落。</blockquote></p><p> Snowflake stock forged acup-with-handle baseover the next two months. The new base created an entry point of 301. SNOW stock blew past the buy point, hitting an all-time high of 429 on Dec. 8.</p><p><blockquote>在接下来的两个月里，雪花股票锻造了带手柄的针尖底座。新基地创造了一个301的切入点。SNOW股价突破买入点，于12月8日触及429点的历史新高。</blockquote></p><p> Snowflake stock swooned in late 2020 amid questions over its valuation even as the IBD Computer-Software Enterprise group stayed resilient. The Computer-Software Enterprise group did not break down until mid-February amid a market rotation to value.</p><p><blockquote>尽管IBD计算机软件企业集团保持了弹性，但由于估值受到质疑，Snowflake股价在2020年底暴跌。该计算机软件企业集团直到2月中旬才因市场向价值轮动而崩溃。</blockquote></p><p> Snowflake stock hit a 12-month low of 184.71 on May 13.</p><p><blockquote>Snowflake股价于5月13日触及184.71的12个月低点。</blockquote></p><p> Is Snowflake Stock A Buy Right Now?</p><p><blockquote>雪花股票现在值得买入吗？</blockquote></p><p> Snowflake stock still trades at a substantial premium as a multiple of forward-looking revenue growth. SNOW stock holds anIBD Composite Ratingof&nbsp; 53 out of a best possible 99, according toIBD Stock Checkup.</p><p><blockquote>作为前瞻性收入增长的倍数，雪花股票的交易价格仍然存在大幅溢价。根据IBD股票检查，SNOW股票的IBD综合评级为53分（满分为99分）。</blockquote></p><p> IBD's Composite Rating combines five separate proprietary ratings into one easy-to-use rating. The best growth stocks have a Composite Rating of 90 or better.</p><p><blockquote>IBD的综合评级将五个独立的专有评级合并为一个易于使用的评级。最佳成长型股票的综合评级为90或更高。</blockquote></p><p></p><p> One bright spot is that Snowflake stock owns an Accumulation/Distribution Rating of B, according toIBD MarketSmithanalysis. That rating analyzes price and volume changes in a stock over the past 13 weeks of trading.</p><p><blockquote>根据IBD MarketSmithAnalysis的数据，一个亮点是Snowflake股票的积累/分配评级为B。该评级分析股票在过去13周交易中的价格和交易量变化。</blockquote></p><p> The rating, on an A+ to E scale, measures institutional buying and selling in a stock. A+ signifies heavy institutional buying; E means heavy selling. Think of the C grade as neutral.</p><p><blockquote>该评级为A+至E级，衡量机构对股票的买卖情况。A+表示机构大量买入；E表示大量抛售。把C级想象成中性。</blockquote></p><p> SNOW stock has yet toform a basewith a proper entry point. Snowflake stock has clawed above its 50-day moving average. If it holds above the 50-day line that could kick-start the right side of a deep base.</p><p><blockquote>积雪还没有形成一个合适的切入点。Snowflake股价已突破50日移动平均线。如果它保持在50日线之上，可能会启动深基右侧。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://investors.com/news/technology/snowflake-snow-stock-buy-now/?src=A00220\">investors</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":{"SNOW":"Snowflake"},"source_url":"https://investors.com/news/technology/snowflake-snow-stock-buy-now/?src=A00220","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1155834484","content_text":"Think of Snowflake stock as a proxy on the torrid growth of cloud computing giantsAmazon.com(AMZN),Microsoft(MSFT) andAlphabet's (GOOGL) Google.\nMany companies are turning to cloud computing services as part of \"digital transformation\" projects that aim to gain business insights from crunching massive volumes of data. The cloud computing titans offer their own data analytics and management tools.\nIn a \"coopetition\" model, thecloud giantsgive their customers a green light to buySnowflake's (SNOW) software. The reason is Snowflake's tools are better at some key tasks, such as letting companies compile, view, analyze and share massive amounts of data in an easy way.\nNearly two-fifths of Fortune 500 companies use Snowflake's software in the cloud as they move away from on-premise data warehousing products fromTeradata(TDC),Oracle(ORCL) andIBM(IBM).\nOne Snowflake customer is pharma giantPfizer(PFE). Pfizer uses Snowflake tools to forecast product sales and to gain insights into thedistribution of the Covid-19 vaccine.\nSnowflake Stock: Competition Increasing From Google Cloud?\nStellar customer growth enabled SNOW stock to pull off the largest initial public offering ever by a software company in September 2020. The IPO raised $3.4 billion.\nBut is Snowflake a buy right now? After a tough start to 2021, software growth stocks have rebounded. The iShares Expanded Tech-Software Sector ETF rose 5% in August, 3.4% in July and 8.7% in June.\nSnowflake stock has out-performed the software sector since mid-May. It's up 13% in 2021.\nSnowflake stock hit an all-time high of 429 in early December last year. But SNOW stock swooned in late 2020 amid analyst concerns over its lofty valuation.\nAt a June 10 analyst day, Snowflake laid out a path to $10 billion in product revenue by fiscal 2029, which coincides with calendar 2028. The $10 billion revenue target would result in a compound annual growth rate of 44%.\nThe company said it expects to increase the number of customers with over $1 million in product revenue. Snowflake also guided to long-term operating margin of 10%-plus, lower than some analysts expected.\nPossible Threat From Amazon\nSnowflake in July announced support for digital advertising standard Unified ID 2.0. Advertising is one of Snowflake's largest verticals with customers representing a large percentage of players in the space, noted a RBC Capital report. The move comes as Googlephases out internet cookies for targeted advertising.\nWhether Amazon Web Services ratchets up competition remains a concern for SNOW stock. Plus, competition with privately held Databricks is heating up. A February funding roundvalued Databricks at $28 billion.\nDatabricks, which usesartificial intelligence, is expected to launch its own IPO.Hewlett Packard Enterprise(HPE), with its GreenLake platform, is another rival.\nSnowflake stock bulls point to its seasoned management team as a strength no matter what unfolds.\nTwo former Oracle engineers — Benoit Dageville and Thierry Cruanes — along with Marcin Zukowski, former chief executive of startup Vectorwise, started Snowflake in 2012. The company holds patents in database architecture, data warehouses and other areas.\nSNOW Stock: ServiceNow Veterans Lead Company\nSnowflake brought inFrank Slootman as chief executive in May 2019. Slootman had stepped down as CEO of ServiceNow in early 2017. Former ServiceNow Chief Financial Officer Mike Scarpelli in 2019 also joined Snowflake in the same CFO position.\nUnlike legacy, on-premise data management systems, Snowflake's platform was built from the ground up for cloud computing. It provides 100% of its software over the internet.\nSnowflake customers can share data with their partners across multiple online storage systems using the company's data warehouse. Snowflake also enables easily searchable data to be shared among applications.\nSnowflake's data analytics tools became available on Amazon Web Services in 2015, Microsoft's Azure in 2018 and on Google's cloud platform in 2020.\nIn June, Snowflake partnered withC3.ai(AI). The two companies will cooperate in offering artificial intelligence tools to companies.\nAmazon Web Services A 'Frenemy'\n\"While Snowflake is multi-cloud, it derives some 85% of its revenues from data analytics jobs deployed on Amazon Web Services, which is also Snowflake's biggest rival with AWS Redshift,\" UBS analyst Karl Keirstead said in a recent note to clients.\n\"This 'frenemy' relationship is critical to Snowflake's success,\" Keirstead went on to say. \"AWS benefits far more from Snowflake spending on compute and storage infrastructure resources than they lose in the form of foregone AWS Redshift revenues. Snowflake represents a dream customer and partner for AWS and Microsoft Azure.\"\nSnowflake has focused on six core markets, including financial services, health care and life sciences, retail and consumer packaged goods, advertising media and entertainment, technology, and the government sector.\nWhen Snowflake went public in September it used a dual-class share structure that gave its CEO and insiderssuper-voting rights. However, Snowflake eliminated the dual-class structure in March.\nSnowflake had been based in San Mateo, Calif. Amid the shift to remote work spurred by the coronavirus emergency, Snowflake in May said it no longer has a corporate headquarters. It designated Bozeman, Mont., as its principal executive office. Slootman and Scarpelli are based in Bozeman.\nSnowflake Stock Fundamental Analysis\nSoftware stocks typically trade as a multiple of forward-looking revenue growth. Software-as-a-service, or SaaS, companies, such asSalesforce.com(CRM), typically provide the highest revenue growth. Salesforce is a key marketing partner of SNOW stock.\nSnowflake also partners with consulting firms such as Deloitte and information technology firms such as privately held Informatica.\nSnowflake is not an SaaS company, however. Instead, it uses a consumption-based business model based on how much data its customers crunch and store.\nSnowflake's revenue growth stands out. But there's less transparency and predictability than with subscription-based, recurring-revenue SaaS business models, analysts say.\n\"SNOW has a consumption model, whereby customers contract for a certain amount of compute and storage capacity,\" Mizuho Securities analyst Gregg Moskowitz said in a note. \"The company only records revenue, however, as that capacity is used, so there can be a lag of several months or more before revenue recognition begins.\"\nSnowflake is nearing an annual revenue run-rate of $1 billion. That's a big milestone for software growth companies. But SNOW stock is unprofitable on the two most common accounting standards.\nMany software companies are unprofitable using GAAP earnings, or generally accepted accounting principles, which includes stock-based compensation. But they're profitable on a non-GAAP or \"adjusted\" earnings basis.\nSnowflake Stock Gains Traction In Large Deals\nSnowflake's July quarter decelerated from the previous quarter but topped analyst estimates as it gained traction with large deals in the financial services and healthcare markets.\nSnowflake said July-quarter revenue jumped 104% to $272.2 million from a year earlier. Analysts had estimated Snowflake revenue of $256.5 million.\nSnowflake sales soared 110% in the April quarter and 117% in the January quarter.\nThe provider of cloud-based data analytics software said product revenue rose 103% to $254.6 million vs. estimates of $240 million.\nIn addition, Snowflake said it now has 116 customers with \"trailing 12-month product revenue greater than $1 million,\" up from 104 such customers as of April 30.\n\"SNOW stock ended the quarter with 12 net new $1 million-plus customers (vs. 27 last quarter, 8 a year ago), bringing total $1 million-plus customers to 116,\" said Cowen analyst J. Derrick Wood in a report. \"Management cited strength come from rising deal sizes, strong competitive win rates, high sales productivity levels and balanced demand across geographies, customer segments and verticals. SNOW's recent vertically-focused, go-to-market initiatives are resonating particularly well in financial services and healthcare.\"\nFor the October quarter, Snowflake forecast product revenue in a range of $280 million to $285 million, above estimates of $270.5 million.\nSNOW Stock Technical Analysis\nSnowflake stock went public on Sept. 16, 2020, at 120 a share. At the time, software growth stocks were hot as investors sought recurring revenue amid the coronavirus emergency.\nSNOW stock popped as high as 319 on the first day of trading and closed 111.6% above the IPO price at 253.93. Shares pulled back as analysts debated Snowflake's valuation.\nSnowflake stock forged acup-with-handle baseover the next two months. The new base created an entry point of 301. SNOW stock blew past the buy point, hitting an all-time high of 429 on Dec. 8.\nSnowflake stock swooned in late 2020 amid questions over its valuation even as the IBD Computer-Software Enterprise group stayed resilient. The Computer-Software Enterprise group did not break down until mid-February amid a market rotation to value.\nSnowflake stock hit a 12-month low of 184.71 on May 13.\nIs Snowflake Stock A Buy Right Now?\nSnowflake stock still trades at a substantial premium as a multiple of forward-looking revenue growth. SNOW stock holds anIBD Composite Ratingof  53 out of a best possible 99, according toIBD Stock Checkup.\nIBD's Composite Rating combines five separate proprietary ratings into one easy-to-use rating. The best growth stocks have a Composite Rating of 90 or better.\nOne bright spot is that Snowflake stock owns an Accumulation/Distribution Rating of B, according toIBD MarketSmithanalysis. That rating analyzes price and volume changes in a stock over the past 13 weeks of trading.\nThe rating, on an A+ to E scale, measures institutional buying and selling in a stock. A+ signifies heavy institutional buying; E means heavy selling. Think of the C grade as neutral.\nSNOW stock has yet toform a basewith a proper entry point. Snowflake stock has clawed above its 50-day moving average. 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21:49","market":"us","language":"en","title":"Morgan Stanley is still calling for a 10%-20% crash — protect yourself this way<blockquote>摩根士丹利仍在呼吁10%-20%的崩盘——这样保护自己</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1190298937","media":"finance.yahoo","summary":"Slowing growth and tightening financial conditions.\nThat makes Mike Wilson, Morgan Stanley’s chief i","content":"<p>Slowing growth and tightening financial conditions.</p><p><blockquote>增长放缓和金融状况收紧。</blockquote></p><p> That makes Mike Wilson, Morgan Stanley’s chief investment officer, nervous.</p><p><blockquote>这让摩根士丹利首席投资官迈克·威尔逊感到紧张。</blockquote></p><p> “In short, higher real rates should mean lower equity prices,\" Wilson wrote last week in a note to clients. \"Secondarily, they may also mean value over growth even as the overall equity market goes lower.\"</p><p><blockquote>“简而言之，更高的实际利率应该意味着更低的股价，”威尔逊上周在给客户的一份报告中写道。“其次，它们也可能意味着价值超过增长，即使整体股市走低。”</blockquote></p><p> Wilson also said in a recent interview that the firm's call for a 10%-20% correction would be led by tech stocks as earnings estimates are too high.</p><p><blockquote>Wilson在最近的一次采访中还表示，由于盈利预期过高，该公司10%-20%调整的看涨期权将由科技股引领。</blockquote></p><p> Within that context, Wilson advised investors to favor defensive sectors such as healthcare, consumer staples, and financials.</p><p><blockquote>在此背景下，威尔逊建议投资者青睐医疗保健、必需消费品和金融等防御性板块。</blockquote></p><p> Let's take a quick look at a few possible plays from those areas — one of them could be worth buying withyour spare change.</p><p><blockquote>让我们快速浏览一下这些领域的一些可能的游戏——其中一个可能值得用你的零钱购买。</blockquote></p><p> 1. Financials: Bank of America (BAC)</p><p><blockquote>1.金融：美国银行（BAC）</blockquote></p><p> Over the last decade, Bank of America has streamlined and refined its business practices and operations to rise from one of the lowest rated banks in the country to the second-largest bank by assets (roughly $2.3 trillion in total assets). With assets of $3 trillion, JPMorgan Chase is the biggest.</p><p><blockquote>在过去十年中，美国银行精简和完善了其业务实践和运营，从美国评级最低的银行之一跃升为资产第二大银行（总资产约2.3万亿美元）。摩根大通拥有3万亿美元的资产，是最大的。</blockquote></p><p> As the economy continues to recover from the pandemic and inflation continues to surge, interest rates are likely to rise, putting the bank is in a good position to continue its success. Banks benefit from higher rates through a wider \"spread\" — the difference in interest that they pay to customers and what they earn by investing.</p><p><blockquote>随着经济继续从疫情中复苏，通胀继续飙升，利率可能会上升，这使该银行处于继续取得成功的有利位置。银行通过更大的“利差”（他们支付给客户的利息与他们通过投资赚取的利息之间的差额）从更高的利率中受益。</blockquote></p><p> And despite not quite hitting its earning mark last quarter, Bank of America delivered shareholders a dividend hike — upping its yield 17% from 18 cents to 21 cents per share. Currently, the shares offer a dividend yield of 1.9%.</p><p><blockquote>尽管上个季度没有完全达到盈利水平，但美国银行还是向股东提高了股息，将其收益率从每股18美分提高到21美分，增加了17%。目前，该股的股息率为1.9%。</blockquote></p><p> 2. Consumer Staples: PepsiCo (PEP)</p><p><blockquote>2.必需消费品：百事可乐（PEP）</blockquote></p><p> Pepsico is so much more than a major cola and soda brand. Most consumers will be aware that Mountain Dew and Gatorade fall under the Pepsico umbrella.</p><p><blockquote>百事可乐不仅仅是一个主要的可乐和苏打水品牌。大多数消费者都会意识到激浪和佳得乐属于百事可乐旗下。</blockquote></p><p> But this food and beverage juggernaut also owns Frito-Lay, Quaker Foods, Tropicana, SodaStream and dozens of other brands across the world.</p><p><blockquote>但这家食品和饮料巨头还在全球拥有菲多利、桂格食品、纯果乐、SodaStream和数十个其他品牌。</blockquote></p><p> With everyone spending so much time at home, snack food consumption went way up during the pandemic — which was great news for Pepsi. In July, the company reported that net sales rose more than 20% year over year to $19.22 billion — nicely above expectations of $18 billion.</p><p><blockquote>由于每个人都花这么多时间在家，疫情期间零食消费量大幅上升——这对百事可乐来说是个好消息。7月份，该公司报告净销售额同比增长超过20%，达到192.2亿美元，远高于180亿美元的预期。</blockquote></p><p> And the company is passing on some of those sweet (or salty, depending on your taste) dollars to shareholders through healthy dividends, which have been steadily increasing over the years. Over the past ten years, Pepsico's dividend has grown at a compounded rate of 7.7% versus 6.1% from its main rival Coca-Cola.</p><p><blockquote>该公司正在通过健康的股息将一些甜的（或咸的，取决于你的口味）美元传递给股东，这些年来股息一直在稳步增加。过去十年，百事可乐的股息复合增长率为7.7%，而其主要竞争对手可口可乐的股息复合增长率为6.1%。</blockquote></p><p> Pepsico shares offer a dividend yield of 2.8%.</p><p><blockquote>百事公司股票的股息率为2.8%。</blockquote></p><p> 3. Health care: Johnson &amp; Johnson (JNJ)</p><p><blockquote>3.医疗保健：强生（JNJ）</blockquote></p><p> Between its business in medical devices, pharmaceuticals and consumer packaged goods, Johnson &amp; Johnson has become a household name.</p><p><blockquote>强生公司的医疗器械、药品和消费品业务已成为家喻户晓的品牌。</blockquote></p><p> And more than that, its numerous subsidiaries including Band-Aid, Tylenol, Neutrogena, Listerine and Clean &amp; Clear could stand on their own as successful brands.</p><p><blockquote>更重要的是，其众多子公司，包括Band-Aid、Tylenol、Neutrogena、Listerine和Clean&amp;Clear都可以独立成为成功的品牌。</blockquote></p><p> JNJ’s diverse holdings in the health care segment ensures it’s able to ride out any economic slumps. And with a handful of industry-leading drugs for immunology and cancer treatment under its Janssen Pharamceutica arm, there’s a good deal of growth opportunity for JNJ.</p><p><blockquote>强生在医疗保健领域的多元化持股确保其能够度过任何经济衰退。JNJ旗下的Janssen Pharamceutica部门拥有一些行业领先的免疫学和癌症治疗药物，因此JNJ拥有大量的增长机会。</blockquote></p><p> The company’s Q2 results were buoyed by $12.59 billion in revenue from its COVID-19 shot over the year — with global sales of $164 million in the second quarter alone.</p><p><blockquote>该公司第二季度的业绩受到全年COVID-19注射收入125.9亿美元的提振，仅第二季度全球销售额就达到1.64亿美元。</blockquote></p><p> JNJ shared its success with shareholders through a dividend of $1.06 in the third quarter, up from $1.01 six months before.</p><p><blockquote>强生通过第三季度1.06美元的股息与股东分享了其成功，高于六个月前的1.01美元。</blockquote></p><p> The stock currently has a dividend yield of 2.7%.</p><p><blockquote>该股目前的股息率为2.7%。</blockquote></p><p></p>","source":"lsy1612507957220","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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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\">\nMorgan Stanley is still calling for a 10%-20% crash — protect yourself this way<blockquote>摩根士丹利仍在呼吁10%-20%的崩盘——这样保护自己</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">finance.yahoo</strong><span class=\"h-time small\">2021-10-09 21:49</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Slowing growth and tightening financial conditions.</p><p><blockquote>增长放缓和金融状况收紧。</blockquote></p><p> That makes Mike Wilson, Morgan Stanley’s chief investment officer, nervous.</p><p><blockquote>这让摩根士丹利首席投资官迈克·威尔逊感到紧张。</blockquote></p><p> “In short, higher real rates should mean lower equity prices,\" Wilson wrote last week in a note to clients. \"Secondarily, they may also mean value over growth even as the overall equity market goes lower.\"</p><p><blockquote>“简而言之，更高的实际利率应该意味着更低的股价，”威尔逊上周在给客户的一份报告中写道。“其次，它们也可能意味着价值超过增长，即使整体股市走低。”</blockquote></p><p> Wilson also said in a recent interview that the firm's call for a 10%-20% correction would be led by tech stocks as earnings estimates are too high.</p><p><blockquote>Wilson在最近的一次采访中还表示，由于盈利预期过高，该公司10%-20%调整的看涨期权将由科技股引领。</blockquote></p><p> Within that context, Wilson advised investors to favor defensive sectors such as healthcare, consumer staples, and financials.</p><p><blockquote>在此背景下，威尔逊建议投资者青睐医疗保健、必需消费品和金融等防御性板块。</blockquote></p><p> Let's take a quick look at a few possible plays from those areas — one of them could be worth buying withyour spare change.</p><p><blockquote>让我们快速浏览一下这些领域的一些可能的游戏——其中一个可能值得用你的零钱购买。</blockquote></p><p> 1. Financials: Bank of America (BAC)</p><p><blockquote>1.金融：美国银行（BAC）</blockquote></p><p> Over the last decade, Bank of America has streamlined and refined its business practices and operations to rise from one of the lowest rated banks in the country to the second-largest bank by assets (roughly $2.3 trillion in total assets). With assets of $3 trillion, JPMorgan Chase is the biggest.</p><p><blockquote>在过去十年中，美国银行精简和完善了其业务实践和运营，从美国评级最低的银行之一跃升为资产第二大银行（总资产约2.3万亿美元）。摩根大通拥有3万亿美元的资产，是最大的。</blockquote></p><p> As the economy continues to recover from the pandemic and inflation continues to surge, interest rates are likely to rise, putting the bank is in a good position to continue its success. Banks benefit from higher rates through a wider \"spread\" — the difference in interest that they pay to customers and what they earn by investing.</p><p><blockquote>随着经济继续从疫情中复苏，通胀继续飙升，利率可能会上升，这使该银行处于继续取得成功的有利位置。银行通过更大的“利差”（他们支付给客户的利息与他们通过投资赚取的利息之间的差额）从更高的利率中受益。</blockquote></p><p> And despite not quite hitting its earning mark last quarter, Bank of America delivered shareholders a dividend hike — upping its yield 17% from 18 cents to 21 cents per share. Currently, the shares offer a dividend yield of 1.9%.</p><p><blockquote>尽管上个季度没有完全达到盈利水平，但美国银行还是向股东提高了股息，将其收益率从每股18美分提高到21美分，增加了17%。目前，该股的股息率为1.9%。</blockquote></p><p> 2. Consumer Staples: PepsiCo (PEP)</p><p><blockquote>2.必需消费品：百事可乐（PEP）</blockquote></p><p> Pepsico is so much more than a major cola and soda brand. Most consumers will be aware that Mountain Dew and Gatorade fall under the Pepsico umbrella.</p><p><blockquote>百事可乐不仅仅是一个主要的可乐和苏打水品牌。大多数消费者都会意识到激浪和佳得乐属于百事可乐旗下。</blockquote></p><p> But this food and beverage juggernaut also owns Frito-Lay, Quaker Foods, Tropicana, SodaStream and dozens of other brands across the world.</p><p><blockquote>但这家食品和饮料巨头还在全球拥有菲多利、桂格食品、纯果乐、SodaStream和数十个其他品牌。</blockquote></p><p> With everyone spending so much time at home, snack food consumption went way up during the pandemic — which was great news for Pepsi. In July, the company reported that net sales rose more than 20% year over year to $19.22 billion — nicely above expectations of $18 billion.</p><p><blockquote>由于每个人都花这么多时间在家，疫情期间零食消费量大幅上升——这对百事可乐来说是个好消息。7月份，该公司报告净销售额同比增长超过20%，达到192.2亿美元，远高于180亿美元的预期。</blockquote></p><p> And the company is passing on some of those sweet (or salty, depending on your taste) dollars to shareholders through healthy dividends, which have been steadily increasing over the years. Over the past ten years, Pepsico's dividend has grown at a compounded rate of 7.7% versus 6.1% from its main rival Coca-Cola.</p><p><blockquote>该公司正在通过健康的股息将一些甜的（或咸的，取决于你的口味）美元传递给股东，这些年来股息一直在稳步增加。过去十年，百事可乐的股息复合增长率为7.7%，而其主要竞争对手可口可乐的股息复合增长率为6.1%。</blockquote></p><p> Pepsico shares offer a dividend yield of 2.8%.</p><p><blockquote>百事公司股票的股息率为2.8%。</blockquote></p><p> 3. Health care: Johnson &amp; Johnson (JNJ)</p><p><blockquote>3.医疗保健：强生（JNJ）</blockquote></p><p> Between its business in medical devices, pharmaceuticals and consumer packaged goods, Johnson &amp; Johnson has become a household name.</p><p><blockquote>强生公司的医疗器械、药品和消费品业务已成为家喻户晓的品牌。</blockquote></p><p> And more than that, its numerous subsidiaries including Band-Aid, Tylenol, Neutrogena, Listerine and Clean &amp; Clear could stand on their own as successful brands.</p><p><blockquote>更重要的是，其众多子公司，包括Band-Aid、Tylenol、Neutrogena、Listerine和Clean&amp;Clear都可以独立成为成功的品牌。</blockquote></p><p> JNJ’s diverse holdings in the health care segment ensures it’s able to ride out any economic slumps. And with a handful of industry-leading drugs for immunology and cancer treatment under its Janssen Pharamceutica arm, there’s a good deal of growth opportunity for JNJ.</p><p><blockquote>强生在医疗保健领域的多元化持股确保其能够度过任何经济衰退。JNJ旗下的Janssen Pharamceutica部门拥有一些行业领先的免疫学和癌症治疗药物，因此JNJ拥有大量的增长机会。</blockquote></p><p> The company’s Q2 results were buoyed by $12.59 billion in revenue from its COVID-19 shot over the year — with global sales of $164 million in the second quarter alone.</p><p><blockquote>该公司第二季度的业绩受到全年COVID-19注射收入125.9亿美元的提振，仅第二季度全球销售额就达到1.64亿美元。</blockquote></p><p> JNJ shared its success with shareholders through a dividend of $1.06 in the third quarter, up from $1.01 six months before.</p><p><blockquote>强生通过第三季度1.06美元的股息与股东分享了其成功，高于六个月前的1.01美元。</blockquote></p><p> The stock currently has a dividend yield of 2.7%.</p><p><blockquote>该股目前的股息率为2.7%。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://finance.yahoo.com/news/morgan-stanley-still-calling-10-120000250.html\">finance.yahoo</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":{"JNJ":"强生","PEP":"百事可乐","BAC":"美国银行"},"source_url":"https://finance.yahoo.com/news/morgan-stanley-still-calling-10-120000250.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1190298937","content_text":"Slowing growth and tightening financial conditions.\nThat makes Mike Wilson, Morgan Stanley’s chief investment officer, nervous.\n“In short, higher real rates should mean lower equity prices,\" Wilson wrote last week in a note to clients. \"Secondarily, they may also mean value over growth even as the overall equity market goes lower.\"\nWilson also said in a recent interview that the firm's call for a 10%-20% correction would be led by tech stocks as earnings estimates are too high.\nWithin that context, Wilson advised investors to favor defensive sectors such as healthcare, consumer staples, and financials.\nLet's take a quick look at a few possible plays from those areas — one of them could be worth buying withyour spare change.\n1. Financials: Bank of America (BAC)\nOver the last decade, Bank of America has streamlined and refined its business practices and operations to rise from one of the lowest rated banks in the country to the second-largest bank by assets (roughly $2.3 trillion in total assets). With assets of $3 trillion, JPMorgan Chase is the biggest.\nAs the economy continues to recover from the pandemic and inflation continues to surge, interest rates are likely to rise, putting the bank is in a good position to continue its success. Banks benefit from higher rates through a wider \"spread\" — the difference in interest that they pay to customers and what they earn by investing.\nAnd despite not quite hitting its earning mark last quarter, Bank of America delivered shareholders a dividend hike — upping its yield 17% from 18 cents to 21 cents per share. Currently, the shares offer a dividend yield of 1.9%.\n2. Consumer Staples: PepsiCo (PEP)\nPepsico is so much more than a major cola and soda brand. Most consumers will be aware that Mountain Dew and Gatorade fall under the Pepsico umbrella.\nBut this food and beverage juggernaut also owns Frito-Lay, Quaker Foods, Tropicana, SodaStream and dozens of other brands across the world.\nWith everyone spending so much time at home, snack food consumption went way up during the pandemic — which was great news for Pepsi. In July, the company reported that net sales rose more than 20% year over year to $19.22 billion — nicely above expectations of $18 billion.\nAnd the company is passing on some of those sweet (or salty, depending on your taste) dollars to shareholders through healthy dividends, which have been steadily increasing over the years. Over the past ten years, Pepsico's dividend has grown at a compounded rate of 7.7% versus 6.1% from its main rival Coca-Cola.\nPepsico shares offer a dividend yield of 2.8%.\n3. Health care: Johnson & Johnson (JNJ)\nBetween its business in medical devices, pharmaceuticals and consumer packaged goods, Johnson & Johnson has become a household name.\nAnd more than that, its numerous subsidiaries including Band-Aid, Tylenol, Neutrogena, Listerine and Clean & Clear could stand on their own as successful brands.\nJNJ’s diverse holdings in the health care segment ensures it’s able to ride out any economic slumps. And with a handful of industry-leading drugs for immunology and cancer treatment under its Janssen Pharamceutica arm, there’s a good deal of growth opportunity for JNJ.\nThe company’s Q2 results were buoyed by $12.59 billion in revenue from its COVID-19 shot over the year — with global sales of $164 million in the second quarter alone.\nJNJ shared its success with shareholders through a dividend of $1.06 in the third quarter, up from $1.01 six months before.\nThe stock currently has a dividend yield of 2.7%.","news_type":1,"symbols_score_info":{"BAC":0.9,"PEP":0.9,"JNJ":0.9}},"isVote":1,"tweetType":1,"viewCount":2538,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":142586481,"gmtCreate":1626161819644,"gmtModify":1631893104096,"author":{"id":"3574935418304521","authorId":"3574935418304521","name":"hbtho","avatar":"https://static.tigerbbs.com/f083ceda901738dc46b48c3f49dc0dc7","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574935418304521","idStr":"3574935418304521"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/142586481","repostId":"2151554537","repostType":4,"isVote":1,"tweetType":1,"viewCount":651,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":837194435,"gmtCreate":1629862301827,"gmtModify":1631891246730,"author":{"id":"3574935418304521","authorId":"3574935418304521","name":"hbtho","avatar":"https://static.tigerbbs.com/f083ceda901738dc46b48c3f49dc0dc7","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574935418304521","idStr":"3574935418304521"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/837194435","repostId":"2162087564","repostType":4,"isVote":1,"tweetType":1,"viewCount":3302,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":898721019,"gmtCreate":1628523140831,"gmtModify":1631891246750,"author":{"id":"3574935418304521","authorId":"3574935418304521","name":"hbtho","avatar":"https://static.tigerbbs.com/f083ceda901738dc46b48c3f49dc0dc7","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574935418304521","idStr":"3574935418304521"},"themes":[],"htmlText":"No problem","listText":"No problem","text":"No problem","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/898721019","repostId":"2158544757","repostType":4,"isVote":1,"tweetType":1,"viewCount":718,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":807593051,"gmtCreate":1628042109473,"gmtModify":1631885102149,"author":{"id":"3574935418304521","authorId":"3574935418304521","name":"hbtho","avatar":"https://static.tigerbbs.com/f083ceda901738dc46b48c3f49dc0dc7","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574935418304521","idStr":"3574935418304521"},"themes":[],"htmlText":"Time to sell","listText":"Time to sell","text":"Time to 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stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1619187935,"share":"https://www.laohu8.com/m/news/1131579471?lang=zh_CN&edition=full","pubTime":"2021-04-23 22:25","market":"us","language":"en","title":"ByteDance says it has no recent plans for public listing<blockquote>字节跳动称近期没有公开上市计划</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1131579471","media":"Tiger Newspress","summary":"ByteDance,the Chinese parent of hit video app TikTok, said on Friday it had no imminent plans for an","content":"<p>ByteDance,the Chinese parent of hit video app TikTok, said on Friday it had no imminent plans for an initial public offering after it conducted a thorough study.</p><p><blockquote>热门视频应用TikTok的中国母公司字节跳动周五表示，在进行彻底研究后，没有立即进行首次公开募股的计划。</blockquote></p><p>\"We believe the company doesn't meet the public listing requirements,\" TikTok owner ByteDance said in a statement published on its Toutiao account.</p><p><blockquote>TikTok所有者字节跳动在其今日头条账户上发布的一份声明中表示：“我们认为该公司不符合公开上市要求。”</blockquote></p><p>Recently, there are a lot of news about the company will be listed.</p><p><blockquote>近日，关于公司将上市的消息颇多。</blockquote></p><p>ByteDance last month hired former Xiaomi&nbsp;executive Shou Zi Chew for a newly-created role as chief finance officer, suggesting the tech company was moving a step closer to a much-anticipated IPO.</p><p><blockquote>字节跳动上个月聘请小米前高管周寿子担任新设立的首席财务官一职，这表明这家科技公司距离备受期待的IPO又近了一步。</blockquote></p><p>Reuters has reported ByteDance has been exploring possibilities to list Douyin, the Chinese version of TikTok, in New York or Hong Kong, or obtain a public listing for some of its Chinese businesses including Douyin and news aggregator Toutiao.</p><p><blockquote>路透社报道称，字节跳动一直在探索在纽约或香港上市的可能性，或者为其包括抖音和新闻聚合商今日头条在内的一些中国业务公开上市。</blockquote></p><p>ByteDance has also been looking at a potential IPO for its non-China business, which includes TikTok that is not available in China, in Europe or the United States.</p><p><blockquote>字节跳动还一直在考虑其非中国业务的潜在IPO，其中包括在中国、欧洲或美国没有的TikTok。</blockquote></p><p>ByteDance, famous for its short-video apps and news aggregator Toutiao,more than doubled&nbsp;revenue last year after expanding beyond its core advertising business into areas such as e-commerce and online gaming.</p><p><blockquote>字节跳动以其短视频应用和新闻聚合器今日头条而闻名，在将核心广告业务扩展到电子商务和在线游戏等领域后，去年的收入增长了一倍多。</blockquote></p><p>During its last fundraising round, ByteDance reached a $180 billion valuation, according to a person with knowledge of the matter. That’s up from $20 billion about three years ago, according to CB Insights. But in the private market, some investors recently were asking for the equivalent of a $350 billion valuation to part with their shares, the people have said. Its value for private equity investors is approaching $400 billion, according to a&nbsp;report&nbsp;in the South China Morning Post.</p><p><blockquote>据一位知情人士透露，在上一轮融资中，字节跳动的估值达到了1800亿美元。根据CB Insights的数据，这一数字高于大约三年前的200亿美元。但知情人士称，在私人市场，一些投资者最近要求以相当于3500亿美元的估值出售其股份。据《南华早报》报道，它对私募股权投资者的价值接近4000亿美元。</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>ByteDance says it has no recent plans for public listing<blockquote>字节跳动称近期没有公开上市计划</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; 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}\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\">\nByteDance says it has no recent plans for public listing<blockquote>字节跳动称近期没有公开上市计划</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-04-23 22:25</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>ByteDance,the Chinese parent of hit video app TikTok, said on Friday it had no imminent plans for an initial public offering after it conducted a thorough study.</p><p><blockquote>热门视频应用TikTok的中国母公司字节跳动周五表示，在进行彻底研究后，没有立即进行首次公开募股的计划。</blockquote></p><p>\"We believe the company doesn't meet the public listing requirements,\" TikTok owner ByteDance said in a statement published on its Toutiao account.</p><p><blockquote>TikTok所有者字节跳动在其今日头条账户上发布的一份声明中表示：“我们认为该公司不符合公开上市要求。”</blockquote></p><p>Recently, there are a lot of news about the company will be listed.</p><p><blockquote>近日，关于公司将上市的消息颇多。</blockquote></p><p>ByteDance last month hired former Xiaomi&nbsp;executive Shou Zi Chew for a newly-created role as chief finance officer, suggesting the tech company was moving a step closer to a much-anticipated IPO.</p><p><blockquote>字节跳动上个月聘请小米前高管周寿子担任新设立的首席财务官一职，这表明这家科技公司距离备受期待的IPO又近了一步。</blockquote></p><p>Reuters has reported ByteDance has been exploring possibilities to list Douyin, the Chinese version of TikTok, in New York or Hong Kong, or obtain a public listing for some of its Chinese businesses including Douyin and news aggregator Toutiao.</p><p><blockquote>路透社报道称，字节跳动一直在探索在纽约或香港上市的可能性，或者为其包括抖音和新闻聚合商今日头条在内的一些中国业务公开上市。</blockquote></p><p>ByteDance has also been looking at a potential IPO for its non-China business, which includes TikTok that is not available in China, in Europe or the United States.</p><p><blockquote>字节跳动还一直在考虑其非中国业务的潜在IPO，其中包括在中国、欧洲或美国没有的TikTok。</blockquote></p><p>ByteDance, famous for its short-video apps and news aggregator Toutiao,more than doubled&nbsp;revenue last year after expanding beyond its core advertising business into areas such as e-commerce and online gaming.</p><p><blockquote>字节跳动以其短视频应用和新闻聚合器今日头条而闻名，在将核心广告业务扩展到电子商务和在线游戏等领域后，去年的收入增长了一倍多。</blockquote></p><p>During its last fundraising round, ByteDance reached a $180 billion valuation, according to a person with knowledge of the matter. That’s up from $20 billion about three years ago, according to CB Insights. But in the private market, some investors recently were asking for the equivalent of a $350 billion valuation to part with their shares, the people have said. Its value for private equity investors is approaching $400 billion, according to a&nbsp;report&nbsp;in the South China Morning Post.</p><p><blockquote>据一位知情人士透露，在上一轮融资中，字节跳动的估值达到了1800亿美元。根据CB Insights的数据，这一数字高于大约三年前的200亿美元。但知情人士称，在私人市场，一些投资者最近要求以相当于3500亿美元的估值出售其股份。据《南华早报》报道，它对私募股权投资者的价值接近4000亿美元。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"01024":"快手-W","00700":"腾讯控股"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1131579471","content_text":"ByteDance,the Chinese parent of hit video app TikTok, said on Friday it had no imminent plans for an initial public offering after it conducted a thorough study.\"We believe the company doesn't meet the public listing requirements,\" TikTok owner ByteDance said in a statement published on its Toutiao account.Recently, there are a lot of news about the company will be listed.ByteDance last month hired former Xiaomi executive Shou Zi Chew for a newly-created role as chief finance officer, suggesting the tech company was moving a step closer to a much-anticipated IPO.Reuters has reported ByteDance has been exploring possibilities to list Douyin, the Chinese version of TikTok, in New York or Hong Kong, or obtain a public listing for some of its Chinese businesses including Douyin and news aggregator Toutiao.ByteDance has also been looking at a potential IPO for its non-China business, which includes TikTok that is not available in China, in Europe or the United States.ByteDance, famous for its short-video apps and news aggregator Toutiao,more than doubled revenue last year after expanding beyond its core advertising business into areas such as e-commerce and online gaming.During its last fundraising round, ByteDance reached a $180 billion valuation, according to a person with knowledge of the matter. That’s up from $20 billion about three years ago, according to CB Insights. But in the private market, some investors recently were asking for the equivalent of a $350 billion valuation to part with their shares, the people have said. Its value for private equity investors is approaching $400 billion, according to a report in the South China Morning Post.","news_type":1,"symbols_score_info":{"00700":0.9,"01024":0.9}},"isVote":1,"tweetType":1,"viewCount":482,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":864341275,"gmtCreate":1633062672127,"gmtModify":1633062672315,"author":{"id":"3574935418304521","authorId":"3574935418304521","name":"hbtho","avatar":"https://static.tigerbbs.com/f083ceda901738dc46b48c3f49dc0dc7","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574935418304521","idStr":"3574935418304521"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/864341275","repostId":"1155834484","repostType":4,"repost":{"id":"1155834484","kind":"news","pubTimestamp":1633047614,"share":"https://www.laohu8.com/m/news/1155834484?lang=zh_CN&edition=full","pubTime":"2021-10-01 08:20","market":"us","language":"en","title":"Is Snowflake Stock A Buy? Data Analytics Specialist Rides Cloud Computing Wave<blockquote>雪花股票值得买入吗？数据分析专家乘着云计算浪潮</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1155834484","media":"investors","summary":"Think of Snowflake stock as a proxy on the torrid growth of cloud computing giantsAmazon.com(AMZN),M","content":"<p>Think of Snowflake stock as a proxy on the torrid growth of cloud computing giants<b>Amazon.com</b>(AMZN),<b>Microsoft</b>(MSFT) and<b>Alphabet</b>'s (GOOGL) Google.</p><p><blockquote>将Snowflake股票视为云计算巨头快速增长的代表<b>亚马逊</b>（亚马逊），<b>微软</b>（MSFT）和<b>Alphabet</b>（GOOGL）谷歌。</blockquote></p><p> Many companies are turning to cloud computing services as part of \"digital transformation\" projects that aim to gain business insights from crunching massive volumes of data. The cloud computing titans offer their own data analytics and management tools.</p><p><blockquote>许多公司正在转向云计算服务，作为“数字化转型”项目的一部分，旨在从处理海量数据中获得商业洞察力。云计算巨头提供自己的数据分析和管理工具。</blockquote></p><p> In a \"coopetition\" model, thecloud giantsgive their customers a green light to buy<b>Snowflake</b>'s (SNOW) software. The reason is Snowflake's tools are better at some key tasks, such as letting companies compile, view, analyze and share massive amounts of data in an easy way.</p><p><blockquote>在“合作竞争”模式中，云巨头为客户的购买开绿灯<b>雪花</b>的（雪）软件。原因是Snowflake的工具在一些关键任务上更好，例如让公司以简单的方式编译、查看、分析和共享大量数据。</blockquote></p><p> Nearly two-fifths of Fortune 500 companies use Snowflake's software in the cloud as they move away from on-premise data warehousing products from<b>Teradata</b>(TDC),<b>Oracle</b>(ORCL) and<b>IBM</b>(IBM).</p><p><blockquote>近五分之二的财富500强公司在云中使用Snowflake的软件，因为它们正在从<b>Teradata</b>（贸发局），<b>神谕</b>（ORCL）及<b>IBM</b>（IBM）。</blockquote></p><p> One Snowflake customer is pharma giant<b>Pfizer</b>(PFE). Pfizer uses Snowflake tools to forecast product sales and to gain insights into thedistribution of the Covid-19 vaccine.</p><p><blockquote>Snowflake的一位客户是制药巨头<b>辉瑞</b>（PFE）。辉瑞使用雪花工具来预测产品销售并深入了解Covid-19疫苗的分布情况。</blockquote></p><p> Snowflake Stock: Competition Increasing From Google Cloud?</p><p><blockquote>雪花股票：来自谷歌云的竞争加剧？</blockquote></p><p> Stellar customer growth enabled SNOW stock to pull off the largest initial public offering ever by a software company in September 2020. The IPO raised $3.4 billion.</p><p><blockquote>出色的客户增长使SNOW stock在2020年9月完成了软件公司有史以来最大的首次公开募股。此次IPO筹集了34亿美元。</blockquote></p><p> But is Snowflake a buy right now? After a tough start to 2021, software growth stocks have rebounded. The iShares Expanded Tech-Software Sector ETF rose 5% in August, 3.4% in July and 8.7% in June.</p><p><blockquote>但雪花现在值得买入吗？在经历了2021年的艰难开局后，软件成长股出现反弹。iShares Expanded Tech-Software Sector ETF 8月份上涨5%，7月份上涨3.4%，6月份上涨8.7%。</blockquote></p><p> Snowflake stock has out-performed the software sector since mid-May. It's up 13% in 2021.</p><p><blockquote>自五月中旬以来，Snowflake股票的表现一直优于软件板块。2021年增长13%。</blockquote></p><p> Snowflake stock hit an all-time high of 429 in early December last year. But SNOW stock swooned in late 2020 amid analyst concerns over its lofty valuation.</p><p><blockquote>去年12月初，Snowflake股价创下429点的历史新高。但由于分析师对其高估值的担忧，SNOW股价在2020年底暴跌。</blockquote></p><p> At a June 10 analyst day, Snowflake laid out a path to $10 billion in product revenue by fiscal 2029, which coincides with calendar 2028. The $10 billion revenue target would result in a compound annual growth rate of 44%.</p><p><blockquote>在6月10日的分析师日上，Snowflake制定了到2029财年（与2028年日历一致）产品收入达到100亿美元的道路。100亿美元的收入目标将带来44%的复合年增长率。</blockquote></p><p> The company said it expects to increase the number of customers with over $1 million in product revenue. Snowflake also guided to long-term operating margin of 10%-plus, lower than some analysts expected.</p><p><blockquote>该公司表示，预计产品收入将超过100万美元，从而增加客户数量。Snowflake还预计长期营业利润率为10%以上，低于一些分析师的预期。</blockquote></p><p> Possible Threat From Amazon</p><p><blockquote>可能来自亚马逊的威胁</blockquote></p><p> Snowflake in July announced support for digital advertising standard Unified ID 2.0. Advertising is one of Snowflake's largest verticals with customers representing a large percentage of players in the space, noted a RBC Capital report. The move comes as Googlephases out internet cookies for targeted advertising.</p><p><blockquote>雪花在7月份宣布支持数字广告标准Unified ID 2.0。加拿大皇家银行资本的一份报告指出，广告是Snowflake最大的垂直行业之一，客户占该领域参与者的很大一部分。此举正值谷歌逐步淘汰用于定向广告的互联网cookies之际。</blockquote></p><p> Whether Amazon Web Services ratchets up competition remains a concern for SNOW stock. Plus, competition with privately held Databricks is heating up. A February funding roundvalued Databricks at $28 billion.</p><p><blockquote>亚马逊网络服务是否会加剧竞争仍然是SNOW股票的一个担忧。此外，与私营Databricks的竞争正在升温。2月份的一轮融资对Databricks的估值为280亿美元。</blockquote></p><p> Databricks, which usesartificial intelligence, is expected to launch its own IPO.<b>Hewlett Packard Enterprise</b>(HPE), with its GreenLake platform, is another rival.</p><p><blockquote>使用人工智能的Databricks预计将推出自己的IPO。<b>慧与</b>拥有GreenLake平台的HPE是另一个竞争对手。</blockquote></p><p> Snowflake stock bulls point to its seasoned management team as a strength no matter what unfolds.</p><p><blockquote>雪花股票的多头指出，无论发生什么，其经验丰富的管理团队都是一个优势。</blockquote></p><p> Two former Oracle engineers — Benoit Dageville and Thierry Cruanes — along with Marcin Zukowski, former chief executive of startup Vectorwise, started Snowflake in 2012. The company holds patents in database architecture, data warehouses and other areas.</p><p><blockquote>两位前甲骨文工程师Benoit Dageville和Thierry Cruanes以及初创公司Vectorwise前首席执行官Marcin Zukowski于2012年创办了Snowflake。公司在数据库架构、数据仓库等领域拥有专利。</blockquote></p><p> SNOW Stock: ServiceNow Veterans Lead Company</p><p><blockquote>SNOW股票：ServiceNow退伍军人领导公司</blockquote></p><p> Snowflake brought inFrank Slootman as chief executive&nbsp;in May 2019. Slootman had stepped down as CEO of ServiceNow in early 2017. Former ServiceNow Chief Financial Officer Mike Scarpelli in 2019 also joined Snowflake in the same CFO position.</p><p><blockquote>Snowflake于2019年5月任命inFrank Slootman为首席执行官。Slootman已于2017年初辞去ServiceNow首席执行官一职。前ServiceNow首席财务官Mike Scarpelli也于2019年加入Snowflake，担任相同的首席财务官职位。</blockquote></p><p> Unlike legacy, on-premise data management systems, Snowflake's platform was built from the ground up for cloud computing. It provides 100% of its software over the internet.</p><p><blockquote>与传统的内部数据管理系统不同，Snowflake的平台是为云计算从头开始构建的。它通过互联网提供100%的软件。</blockquote></p><p> Snowflake customers can share data with their partners across multiple online storage systems using the company's data warehouse. Snowflake also enables easily searchable data to be shared among applications.</p><p><blockquote>Snowflake客户可以使用公司的数据仓库在多个在线存储系统中与合作伙伴共享数据。Snowflake还支持在应用程序之间共享易于搜索的数据。</blockquote></p><p> Snowflake's data analytics tools became available on Amazon Web Services in 2015, Microsoft's Azure in 2018 and on Google's cloud platform in 2020.</p><p><blockquote>Snowflake的数据分析工具于2015年在Amazon Web Services上可用，2018年在微软的Azure上可用，2020年在谷歌的云平台上可用。</blockquote></p><p> In June, Snowflake partnered with<b>C3.ai</b>(AI). The two companies will cooperate in offering artificial intelligence tools to companies.</p><p><blockquote>6月，雪花与<b>C3.人工智能</b>（人工智能）。两家公司将合作向企业提供人工智能工具。</blockquote></p><p> Amazon Web Services A 'Frenemy'</p><p><blockquote>亚马逊网络服务是“友敌”</blockquote></p><p> \"While Snowflake is multi-cloud, it derives some 85% of its revenues from data analytics jobs deployed on Amazon Web Services, which is also Snowflake's biggest rival with AWS Redshift,\" UBS analyst Karl Keirstead said in a recent note to clients.</p><p><blockquote>瑞银分析师Karl Keirstead在最近给客户的一份报告中表示：“虽然Snowflake是多云的，但它约85%的收入来自亚马逊网络服务上部署的数据分析工作，亚马逊网络服务也是Snowflake与AWS Redshift的最大竞争对手。”</blockquote></p><p> \"This 'frenemy' relationship is critical to Snowflake's success,\" Keirstead went on to say. \"AWS benefits far more from Snowflake spending on compute and storage infrastructure resources than they lose in the form of foregone AWS Redshift revenues. Snowflake represents a dream customer and partner for AWS and Microsoft Azure.\"</p><p><blockquote>“这种‘友敌’关系对于Snowflake的成功至关重要，”Keirstead继续说道。“AWS从Snowflake在计算和存储基础设施资源上的支出中获得的好处远远超过它们因放弃AWS红移收入而损失的损失。Snowflake代表了AWS和微软Azure的梦想客户和合作伙伴。”</blockquote></p><p></p><p> Snowflake has focused on six core markets, including financial services, health care and life sciences, retail and consumer packaged goods, advertising media and entertainment, technology, and the government sector.</p><p><blockquote>Snowflake专注于六个核心市场，包括金融服务、医疗保健和生命科学、零售和消费品、广告媒体和娱乐、技术和政府部门。</blockquote></p><p> When Snowflake went public in September it used a dual-class share structure that gave its CEO and insiderssuper-voting rights. However, Snowflake eliminated the dual-class structure in March.</p><p><blockquote>当Snowflake于9月份上市时，它采用了双层股权结构，赋予其首席执行官和内部人士超级投票权。然而，Snowflake在三月份取消了双层结构。</blockquote></p><p> Snowflake had been based in San Mateo, Calif. Amid the shift to remote work spurred by the coronavirus emergency, Snowflake in May said it no longer has a corporate headquarters. It designated Bozeman, Mont., as its principal executive office. Slootman and Scarpelli are based in Bozeman.</p><p><blockquote>雪花公司的总部设在加利福尼亚州的圣马特奥。在冠状病毒紧急情况促使人们转向远程工作的过程中，Snowflake在5月份表示，它不再设有公司总部。它指定了蒙大拿州的波兹曼。，作为其主要执行办公室。斯洛特曼和斯卡佩利的总部设在波兹曼。</blockquote></p><p> Snowflake Stock Fundamental Analysis</p><p><blockquote>雪花股票基本面分析</blockquote></p><p> Software stocks typically trade as a multiple of forward-looking revenue growth. Software-as-a-service, or SaaS, companies, such as<b>Salesforce.com</b>(CRM), typically provide the highest revenue growth. Salesforce is a key marketing partner of SNOW stock.</p><p><blockquote>软件股的交易价格通常是前瞻性收入增长的倍数。软件即服务或SaaS公司，例如<b>Salesforce.com</b>（CRM），通常提供最高的收入增长。Salesforce是SNOW stock的主要营销合作伙伴。</blockquote></p><p> Snowflake also partners with consulting firms such as Deloitte and information technology firms such as privately held Informatica.</p><p><blockquote>Snowflake还与德勤等咨询公司和私营Informatica等信息技术公司合作。</blockquote></p><p> Snowflake is not an SaaS company, however. Instead, it uses a consumption-based business model based on how much data its customers crunch and store.</p><p><blockquote>然而，Snowflake并不是一家SaaS公司。相反，它使用基于消费的商业模式，基于客户处理和存储的数据量。</blockquote></p><p> Snowflake's revenue growth stands out. But there's less transparency and predictability than with subscription-based, recurring-revenue SaaS business models, analysts say.</p><p><blockquote>Snowflake的收入增长尤为突出。但分析师表示，与基于订阅、经常性收入的SaaS商业模式相比，透明度和可预测性较低。</blockquote></p><p> \"SNOW has a consumption model, whereby customers contract for a certain amount of compute and storage capacity,\" Mizuho Securities analyst Gregg Moskowitz said in a note. \"The company only records revenue, however, as that capacity is used, so there can be a lag of several months or more before revenue recognition begins.\"</p><p><blockquote>瑞穗证券分析师Gregg Moskowitz在一份报告中表示：“SNOW有一种消费模式，即客户签订一定数量的计算和存储容量的合同。”“然而，公司仅在产能被使用时记录收入，因此在开始确认收入之前可能会有几个月或更长时间的滞后。”</blockquote></p><p> Snowflake is nearing an annual revenue run-rate of $1 billion. That's a big milestone for software growth companies. But SNOW stock is unprofitable on the two most common accounting standards.</p><p><blockquote>Snowflake的年收入接近10亿美元。对于软件成长型公司来说，这是一个重要的里程碑。但根据两种最常见的会计准则，SNOW股票是无利可图的。</blockquote></p><p> Many software companies are unprofitable using GAAP earnings, or generally accepted accounting principles, which includes stock-based compensation. But they're profitable on a non-GAAP or \"adjusted\" earnings basis.</p><p><blockquote>许多软件公司使用GAAP收益或公认会计原则（包括基于股票的薪酬）是无利可图的。但在非公认会计准则或“调整后”收益的基础上，它们是盈利的。</blockquote></p><p> Snowflake Stock Gains Traction In Large Deals</p><p><blockquote>雪花股票在大宗交易中获得关注</blockquote></p><p> Snowflake's July quarter decelerated from the previous quarter but topped analyst estimates as it gained traction with large deals in the financial services and healthcare markets.</p><p><blockquote>Snowflake 7月份季度的业绩较上一季度有所放缓，但超出了分析师的预期，因为它在金融服务和医疗保健市场的大型交易中获得了关注。</blockquote></p><p> Snowflake said July-quarter revenue jumped 104% to $272.2 million from a year earlier. Analysts had estimated Snowflake revenue of $256.5 million.</p><p><blockquote>Snowflake表示，7月份季度收入同比增长104%至2.722亿美元。分析师此前估计Snowflake的收入为2.565亿美元。</blockquote></p><p> Snowflake sales soared 110% in the April quarter and 117% in the January quarter.</p><p><blockquote>Snowflake销售额在4月份季度飙升110%，在1月份季度飙升117%。</blockquote></p><p> The provider of cloud-based data analytics software said product revenue rose 103% to $254.6 million vs. estimates of $240 million.</p><p><blockquote>这家基于云的数据分析软件提供商表示，产品收入增长103%，达到2.546亿美元，而预期为2.4亿美元。</blockquote></p><p> In addition, Snowflake said it now has 116 customers with \"trailing 12-month product revenue greater than $1 million,\" up from 104 such customers as of April 30.</p><p><blockquote>此外，Snowflake表示，目前拥有116名“过去12个月产品收入超过100万美元”的客户，高于截至4月30日的104名此类客户。</blockquote></p><p> \"SNOW stock ended the quarter with 12 net new $1 million-plus customers (vs. 27 last quarter, 8 a year ago), bringing total $1 million-plus customers to 116,\" said Cowen analyst J. Derrick Wood in a report. \"Management cited strength come from rising deal sizes, strong competitive win rates, high sales productivity levels and balanced demand across geographies, customer segments and verticals. SNOW's recent vertically-focused, go-to-market initiatives are resonating particularly well in financial services and healthcare.\"</p><p><blockquote>Cowen分析师J.Derrick Wood在一份报告中表示：“SNOW股票在本季度末净新增了12名100万美元以上的客户（上季度为27名，一年前为8名），使100万美元以上的客户总数达到116名。”“管理层表示，优势来自不断增长的交易规模、强劲的竞争胜率、高销售生产力水平以及跨地区、客户群和垂直行业的平衡需求。斯诺最近以垂直为重点的上市举措在金融服务领域引起了特别好的共鸣和医疗保健。”</blockquote></p><p> For the October quarter, Snowflake forecast product revenue in a range of $280 million to $285 million, above estimates of $270.5 million.</p><p><blockquote>Snowflake预测10月份季度的产品收入在2.8亿美元至2.85亿美元之间，高于预期的2.705亿美元。</blockquote></p><p> SNOW Stock Technical Analysis</p><p><blockquote>SNOW股票技术分析</blockquote></p><p> Snowflake stock went public on Sept. 16, 2020, at 120 a share. At the time, software growth stocks were hot as investors sought recurring revenue amid the coronavirus emergency.</p><p><blockquote>Snowflake股票于2020年9月16日上市，价格为每股120美元。当时，由于投资者在冠状病毒紧急情况下寻求经常性收入，软件成长股炙手可热。</blockquote></p><p> SNOW stock popped as high as 319 on the first day of trading and closed 111.6% above the IPO price at 253.93. Shares pulled back as analysts debated Snowflake's valuation.</p><p><blockquote>SNOW股价在交易首日飙升至319点，收盘价较IPO价格253.93点高出111.6%。由于分析师对Snowflake的估值存在争议，股价回落。</blockquote></p><p> Snowflake stock forged acup-with-handle baseover the next two months. The new base created an entry point of 301. SNOW stock blew past the buy point, hitting an all-time high of 429 on Dec. 8.</p><p><blockquote>在接下来的两个月里，雪花股票锻造了带手柄的针尖底座。新基地创造了一个301的切入点。SNOW股价突破买入点，于12月8日触及429点的历史新高。</blockquote></p><p> Snowflake stock swooned in late 2020 amid questions over its valuation even as the IBD Computer-Software Enterprise group stayed resilient. The Computer-Software Enterprise group did not break down until mid-February amid a market rotation to value.</p><p><blockquote>尽管IBD计算机软件企业集团保持了弹性，但由于估值受到质疑，Snowflake股价在2020年底暴跌。该计算机软件企业集团直到2月中旬才因市场向价值轮动而崩溃。</blockquote></p><p> Snowflake stock hit a 12-month low of 184.71 on May 13.</p><p><blockquote>Snowflake股价于5月13日触及184.71的12个月低点。</blockquote></p><p> Is Snowflake Stock A Buy Right Now?</p><p><blockquote>雪花股票现在值得买入吗？</blockquote></p><p> Snowflake stock still trades at a substantial premium as a multiple of forward-looking revenue growth. SNOW stock holds anIBD Composite Ratingof&nbsp; 53 out of a best possible 99, according toIBD Stock Checkup.</p><p><blockquote>作为前瞻性收入增长的倍数，雪花股票的交易价格仍然存在大幅溢价。根据IBD股票检查，SNOW股票的IBD综合评级为53分（满分为99分）。</blockquote></p><p> IBD's Composite Rating combines five separate proprietary ratings into one easy-to-use rating. The best growth stocks have a Composite Rating of 90 or better.</p><p><blockquote>IBD的综合评级将五个独立的专有评级合并为一个易于使用的评级。最佳成长型股票的综合评级为90或更高。</blockquote></p><p></p><p> One bright spot is that Snowflake stock owns an Accumulation/Distribution Rating of B, according toIBD MarketSmithanalysis. That rating analyzes price and volume changes in a stock over the past 13 weeks of trading.</p><p><blockquote>根据IBD MarketSmithAnalysis的数据，一个亮点是Snowflake股票的积累/分配评级为B。该评级分析股票在过去13周交易中的价格和交易量变化。</blockquote></p><p> The rating, on an A+ to E scale, measures institutional buying and selling in a stock. A+ signifies heavy institutional buying; E means heavy selling. Think of the C grade as neutral.</p><p><blockquote>该评级为A+至E级，衡量机构对股票的买卖情况。A+表示机构大量买入；E表示大量抛售。把C级想象成中性。</blockquote></p><p> SNOW stock has yet toform a basewith a proper entry point. Snowflake stock has clawed above its 50-day moving average. If it holds above the 50-day line that could kick-start the right side of a deep base.</p><p><blockquote>积雪还没有形成一个合适的切入点。Snowflake股价已突破50日移动平均线。如果它保持在50日线之上，可能会启动深基右侧。</blockquote></p><p></p>","source":"lsy1610449120050","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Is Snowflake Stock A Buy? Data Analytics Specialist Rides Cloud Computing Wave<blockquote>雪花股票值得买入吗？数据分析专家乘着云计算浪潮</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIs Snowflake Stock A Buy? Data Analytics Specialist Rides Cloud Computing Wave<blockquote>雪花股票值得买入吗？数据分析专家乘着云计算浪潮</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">investors</strong><span class=\"h-time small\">2021-10-01 08:20</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Think of Snowflake stock as a proxy on the torrid growth of cloud computing giants<b>Amazon.com</b>(AMZN),<b>Microsoft</b>(MSFT) and<b>Alphabet</b>'s (GOOGL) Google.</p><p><blockquote>将Snowflake股票视为云计算巨头快速增长的代表<b>亚马逊</b>（亚马逊），<b>微软</b>（MSFT）和<b>Alphabet</b>（GOOGL）谷歌。</blockquote></p><p> Many companies are turning to cloud computing services as part of \"digital transformation\" projects that aim to gain business insights from crunching massive volumes of data. The cloud computing titans offer their own data analytics and management tools.</p><p><blockquote>许多公司正在转向云计算服务，作为“数字化转型”项目的一部分，旨在从处理海量数据中获得商业洞察力。云计算巨头提供自己的数据分析和管理工具。</blockquote></p><p> In a \"coopetition\" model, thecloud giantsgive their customers a green light to buy<b>Snowflake</b>'s (SNOW) software. The reason is Snowflake's tools are better at some key tasks, such as letting companies compile, view, analyze and share massive amounts of data in an easy way.</p><p><blockquote>在“合作竞争”模式中，云巨头为客户的购买开绿灯<b>雪花</b>的（雪）软件。原因是Snowflake的工具在一些关键任务上更好，例如让公司以简单的方式编译、查看、分析和共享大量数据。</blockquote></p><p> Nearly two-fifths of Fortune 500 companies use Snowflake's software in the cloud as they move away from on-premise data warehousing products from<b>Teradata</b>(TDC),<b>Oracle</b>(ORCL) and<b>IBM</b>(IBM).</p><p><blockquote>近五分之二的财富500强公司在云中使用Snowflake的软件，因为它们正在从<b>Teradata</b>（贸发局），<b>神谕</b>（ORCL）及<b>IBM</b>（IBM）。</blockquote></p><p> One Snowflake customer is pharma giant<b>Pfizer</b>(PFE). Pfizer uses Snowflake tools to forecast product sales and to gain insights into thedistribution of the Covid-19 vaccine.</p><p><blockquote>Snowflake的一位客户是制药巨头<b>辉瑞</b>（PFE）。辉瑞使用雪花工具来预测产品销售并深入了解Covid-19疫苗的分布情况。</blockquote></p><p> Snowflake Stock: Competition Increasing From Google Cloud?</p><p><blockquote>雪花股票：来自谷歌云的竞争加剧？</blockquote></p><p> Stellar customer growth enabled SNOW stock to pull off the largest initial public offering ever by a software company in September 2020. The IPO raised $3.4 billion.</p><p><blockquote>出色的客户增长使SNOW stock在2020年9月完成了软件公司有史以来最大的首次公开募股。此次IPO筹集了34亿美元。</blockquote></p><p> But is Snowflake a buy right now? After a tough start to 2021, software growth stocks have rebounded. The iShares Expanded Tech-Software Sector ETF rose 5% in August, 3.4% in July and 8.7% in June.</p><p><blockquote>但雪花现在值得买入吗？在经历了2021年的艰难开局后，软件成长股出现反弹。iShares Expanded Tech-Software Sector ETF 8月份上涨5%，7月份上涨3.4%，6月份上涨8.7%。</blockquote></p><p> Snowflake stock has out-performed the software sector since mid-May. It's up 13% in 2021.</p><p><blockquote>自五月中旬以来，Snowflake股票的表现一直优于软件板块。2021年增长13%。</blockquote></p><p> Snowflake stock hit an all-time high of 429 in early December last year. But SNOW stock swooned in late 2020 amid analyst concerns over its lofty valuation.</p><p><blockquote>去年12月初，Snowflake股价创下429点的历史新高。但由于分析师对其高估值的担忧，SNOW股价在2020年底暴跌。</blockquote></p><p> At a June 10 analyst day, Snowflake laid out a path to $10 billion in product revenue by fiscal 2029, which coincides with calendar 2028. The $10 billion revenue target would result in a compound annual growth rate of 44%.</p><p><blockquote>在6月10日的分析师日上，Snowflake制定了到2029财年（与2028年日历一致）产品收入达到100亿美元的道路。100亿美元的收入目标将带来44%的复合年增长率。</blockquote></p><p> The company said it expects to increase the number of customers with over $1 million in product revenue. Snowflake also guided to long-term operating margin of 10%-plus, lower than some analysts expected.</p><p><blockquote>该公司表示，预计产品收入将超过100万美元，从而增加客户数量。Snowflake还预计长期营业利润率为10%以上，低于一些分析师的预期。</blockquote></p><p> Possible Threat From Amazon</p><p><blockquote>可能来自亚马逊的威胁</blockquote></p><p> Snowflake in July announced support for digital advertising standard Unified ID 2.0. Advertising is one of Snowflake's largest verticals with customers representing a large percentage of players in the space, noted a RBC Capital report. The move comes as Googlephases out internet cookies for targeted advertising.</p><p><blockquote>雪花在7月份宣布支持数字广告标准Unified ID 2.0。加拿大皇家银行资本的一份报告指出，广告是Snowflake最大的垂直行业之一，客户占该领域参与者的很大一部分。此举正值谷歌逐步淘汰用于定向广告的互联网cookies之际。</blockquote></p><p> Whether Amazon Web Services ratchets up competition remains a concern for SNOW stock. Plus, competition with privately held Databricks is heating up. A February funding roundvalued Databricks at $28 billion.</p><p><blockquote>亚马逊网络服务是否会加剧竞争仍然是SNOW股票的一个担忧。此外，与私营Databricks的竞争正在升温。2月份的一轮融资对Databricks的估值为280亿美元。</blockquote></p><p> Databricks, which usesartificial intelligence, is expected to launch its own IPO.<b>Hewlett Packard Enterprise</b>(HPE), with its GreenLake platform, is another rival.</p><p><blockquote>使用人工智能的Databricks预计将推出自己的IPO。<b>慧与</b>拥有GreenLake平台的HPE是另一个竞争对手。</blockquote></p><p> Snowflake stock bulls point to its seasoned management team as a strength no matter what unfolds.</p><p><blockquote>雪花股票的多头指出，无论发生什么，其经验丰富的管理团队都是一个优势。</blockquote></p><p> Two former Oracle engineers — Benoit Dageville and Thierry Cruanes — along with Marcin Zukowski, former chief executive of startup Vectorwise, started Snowflake in 2012. The company holds patents in database architecture, data warehouses and other areas.</p><p><blockquote>两位前甲骨文工程师Benoit Dageville和Thierry Cruanes以及初创公司Vectorwise前首席执行官Marcin Zukowski于2012年创办了Snowflake。公司在数据库架构、数据仓库等领域拥有专利。</blockquote></p><p> SNOW Stock: ServiceNow Veterans Lead Company</p><p><blockquote>SNOW股票：ServiceNow退伍军人领导公司</blockquote></p><p> Snowflake brought inFrank Slootman as chief executive&nbsp;in May 2019. Slootman had stepped down as CEO of ServiceNow in early 2017. Former ServiceNow Chief Financial Officer Mike Scarpelli in 2019 also joined Snowflake in the same CFO position.</p><p><blockquote>Snowflake于2019年5月任命inFrank Slootman为首席执行官。Slootman已于2017年初辞去ServiceNow首席执行官一职。前ServiceNow首席财务官Mike Scarpelli也于2019年加入Snowflake，担任相同的首席财务官职位。</blockquote></p><p> Unlike legacy, on-premise data management systems, Snowflake's platform was built from the ground up for cloud computing. It provides 100% of its software over the internet.</p><p><blockquote>与传统的内部数据管理系统不同，Snowflake的平台是为云计算从头开始构建的。它通过互联网提供100%的软件。</blockquote></p><p> Snowflake customers can share data with their partners across multiple online storage systems using the company's data warehouse. Snowflake also enables easily searchable data to be shared among applications.</p><p><blockquote>Snowflake客户可以使用公司的数据仓库在多个在线存储系统中与合作伙伴共享数据。Snowflake还支持在应用程序之间共享易于搜索的数据。</blockquote></p><p> Snowflake's data analytics tools became available on Amazon Web Services in 2015, Microsoft's Azure in 2018 and on Google's cloud platform in 2020.</p><p><blockquote>Snowflake的数据分析工具于2015年在Amazon Web Services上可用，2018年在微软的Azure上可用，2020年在谷歌的云平台上可用。</blockquote></p><p> In June, Snowflake partnered with<b>C3.ai</b>(AI). The two companies will cooperate in offering artificial intelligence tools to companies.</p><p><blockquote>6月，雪花与<b>C3.人工智能</b>（人工智能）。两家公司将合作向企业提供人工智能工具。</blockquote></p><p> Amazon Web Services A 'Frenemy'</p><p><blockquote>亚马逊网络服务是“友敌”</blockquote></p><p> \"While Snowflake is multi-cloud, it derives some 85% of its revenues from data analytics jobs deployed on Amazon Web Services, which is also Snowflake's biggest rival with AWS Redshift,\" UBS analyst Karl Keirstead said in a recent note to clients.</p><p><blockquote>瑞银分析师Karl Keirstead在最近给客户的一份报告中表示：“虽然Snowflake是多云的，但它约85%的收入来自亚马逊网络服务上部署的数据分析工作，亚马逊网络服务也是Snowflake与AWS Redshift的最大竞争对手。”</blockquote></p><p> \"This 'frenemy' relationship is critical to Snowflake's success,\" Keirstead went on to say. \"AWS benefits far more from Snowflake spending on compute and storage infrastructure resources than they lose in the form of foregone AWS Redshift revenues. Snowflake represents a dream customer and partner for AWS and Microsoft Azure.\"</p><p><blockquote>“这种‘友敌’关系对于Snowflake的成功至关重要，”Keirstead继续说道。“AWS从Snowflake在计算和存储基础设施资源上的支出中获得的好处远远超过它们因放弃AWS红移收入而损失的损失。Snowflake代表了AWS和微软Azure的梦想客户和合作伙伴。”</blockquote></p><p></p><p> Snowflake has focused on six core markets, including financial services, health care and life sciences, retail and consumer packaged goods, advertising media and entertainment, technology, and the government sector.</p><p><blockquote>Snowflake专注于六个核心市场，包括金融服务、医疗保健和生命科学、零售和消费品、广告媒体和娱乐、技术和政府部门。</blockquote></p><p> When Snowflake went public in September it used a dual-class share structure that gave its CEO and insiderssuper-voting rights. However, Snowflake eliminated the dual-class structure in March.</p><p><blockquote>当Snowflake于9月份上市时，它采用了双层股权结构，赋予其首席执行官和内部人士超级投票权。然而，Snowflake在三月份取消了双层结构。</blockquote></p><p> Snowflake had been based in San Mateo, Calif. Amid the shift to remote work spurred by the coronavirus emergency, Snowflake in May said it no longer has a corporate headquarters. It designated Bozeman, Mont., as its principal executive office. Slootman and Scarpelli are based in Bozeman.</p><p><blockquote>雪花公司的总部设在加利福尼亚州的圣马特奥。在冠状病毒紧急情况促使人们转向远程工作的过程中，Snowflake在5月份表示，它不再设有公司总部。它指定了蒙大拿州的波兹曼。，作为其主要执行办公室。斯洛特曼和斯卡佩利的总部设在波兹曼。</blockquote></p><p> Snowflake Stock Fundamental Analysis</p><p><blockquote>雪花股票基本面分析</blockquote></p><p> Software stocks typically trade as a multiple of forward-looking revenue growth. Software-as-a-service, or SaaS, companies, such as<b>Salesforce.com</b>(CRM), typically provide the highest revenue growth. Salesforce is a key marketing partner of SNOW stock.</p><p><blockquote>软件股的交易价格通常是前瞻性收入增长的倍数。软件即服务或SaaS公司，例如<b>Salesforce.com</b>（CRM），通常提供最高的收入增长。Salesforce是SNOW stock的主要营销合作伙伴。</blockquote></p><p> Snowflake also partners with consulting firms such as Deloitte and information technology firms such as privately held Informatica.</p><p><blockquote>Snowflake还与德勤等咨询公司和私营Informatica等信息技术公司合作。</blockquote></p><p> Snowflake is not an SaaS company, however. Instead, it uses a consumption-based business model based on how much data its customers crunch and store.</p><p><blockquote>然而，Snowflake并不是一家SaaS公司。相反，它使用基于消费的商业模式，基于客户处理和存储的数据量。</blockquote></p><p> Snowflake's revenue growth stands out. But there's less transparency and predictability than with subscription-based, recurring-revenue SaaS business models, analysts say.</p><p><blockquote>Snowflake的收入增长尤为突出。但分析师表示，与基于订阅、经常性收入的SaaS商业模式相比，透明度和可预测性较低。</blockquote></p><p> \"SNOW has a consumption model, whereby customers contract for a certain amount of compute and storage capacity,\" Mizuho Securities analyst Gregg Moskowitz said in a note. \"The company only records revenue, however, as that capacity is used, so there can be a lag of several months or more before revenue recognition begins.\"</p><p><blockquote>瑞穗证券分析师Gregg Moskowitz在一份报告中表示：“SNOW有一种消费模式，即客户签订一定数量的计算和存储容量的合同。”“然而，公司仅在产能被使用时记录收入，因此在开始确认收入之前可能会有几个月或更长时间的滞后。”</blockquote></p><p> Snowflake is nearing an annual revenue run-rate of $1 billion. That's a big milestone for software growth companies. But SNOW stock is unprofitable on the two most common accounting standards.</p><p><blockquote>Snowflake的年收入接近10亿美元。对于软件成长型公司来说，这是一个重要的里程碑。但根据两种最常见的会计准则，SNOW股票是无利可图的。</blockquote></p><p> Many software companies are unprofitable using GAAP earnings, or generally accepted accounting principles, which includes stock-based compensation. But they're profitable on a non-GAAP or \"adjusted\" earnings basis.</p><p><blockquote>许多软件公司使用GAAP收益或公认会计原则（包括基于股票的薪酬）是无利可图的。但在非公认会计准则或“调整后”收益的基础上，它们是盈利的。</blockquote></p><p> Snowflake Stock Gains Traction In Large Deals</p><p><blockquote>雪花股票在大宗交易中获得关注</blockquote></p><p> Snowflake's July quarter decelerated from the previous quarter but topped analyst estimates as it gained traction with large deals in the financial services and healthcare markets.</p><p><blockquote>Snowflake 7月份季度的业绩较上一季度有所放缓，但超出了分析师的预期，因为它在金融服务和医疗保健市场的大型交易中获得了关注。</blockquote></p><p> Snowflake said July-quarter revenue jumped 104% to $272.2 million from a year earlier. Analysts had estimated Snowflake revenue of $256.5 million.</p><p><blockquote>Snowflake表示，7月份季度收入同比增长104%至2.722亿美元。分析师此前估计Snowflake的收入为2.565亿美元。</blockquote></p><p> Snowflake sales soared 110% in the April quarter and 117% in the January quarter.</p><p><blockquote>Snowflake销售额在4月份季度飙升110%，在1月份季度飙升117%。</blockquote></p><p> The provider of cloud-based data analytics software said product revenue rose 103% to $254.6 million vs. estimates of $240 million.</p><p><blockquote>这家基于云的数据分析软件提供商表示，产品收入增长103%，达到2.546亿美元，而预期为2.4亿美元。</blockquote></p><p> In addition, Snowflake said it now has 116 customers with \"trailing 12-month product revenue greater than $1 million,\" up from 104 such customers as of April 30.</p><p><blockquote>此外，Snowflake表示，目前拥有116名“过去12个月产品收入超过100万美元”的客户，高于截至4月30日的104名此类客户。</blockquote></p><p> \"SNOW stock ended the quarter with 12 net new $1 million-plus customers (vs. 27 last quarter, 8 a year ago), bringing total $1 million-plus customers to 116,\" said Cowen analyst J. Derrick Wood in a report. \"Management cited strength come from rising deal sizes, strong competitive win rates, high sales productivity levels and balanced demand across geographies, customer segments and verticals. SNOW's recent vertically-focused, go-to-market initiatives are resonating particularly well in financial services and healthcare.\"</p><p><blockquote>Cowen分析师J.Derrick Wood在一份报告中表示：“SNOW股票在本季度末净新增了12名100万美元以上的客户（上季度为27名，一年前为8名），使100万美元以上的客户总数达到116名。”“管理层表示，优势来自不断增长的交易规模、强劲的竞争胜率、高销售生产力水平以及跨地区、客户群和垂直行业的平衡需求。斯诺最近以垂直为重点的上市举措在金融服务领域引起了特别好的共鸣和医疗保健。”</blockquote></p><p> For the October quarter, Snowflake forecast product revenue in a range of $280 million to $285 million, above estimates of $270.5 million.</p><p><blockquote>Snowflake预测10月份季度的产品收入在2.8亿美元至2.85亿美元之间，高于预期的2.705亿美元。</blockquote></p><p> SNOW Stock Technical Analysis</p><p><blockquote>SNOW股票技术分析</blockquote></p><p> Snowflake stock went public on Sept. 16, 2020, at 120 a share. At the time, software growth stocks were hot as investors sought recurring revenue amid the coronavirus emergency.</p><p><blockquote>Snowflake股票于2020年9月16日上市，价格为每股120美元。当时，由于投资者在冠状病毒紧急情况下寻求经常性收入，软件成长股炙手可热。</blockquote></p><p> SNOW stock popped as high as 319 on the first day of trading and closed 111.6% above the IPO price at 253.93. Shares pulled back as analysts debated Snowflake's valuation.</p><p><blockquote>SNOW股价在交易首日飙升至319点，收盘价较IPO价格253.93点高出111.6%。由于分析师对Snowflake的估值存在争议，股价回落。</blockquote></p><p> Snowflake stock forged acup-with-handle baseover the next two months. The new base created an entry point of 301. SNOW stock blew past the buy point, hitting an all-time high of 429 on Dec. 8.</p><p><blockquote>在接下来的两个月里，雪花股票锻造了带手柄的针尖底座。新基地创造了一个301的切入点。SNOW股价突破买入点，于12月8日触及429点的历史新高。</blockquote></p><p> Snowflake stock swooned in late 2020 amid questions over its valuation even as the IBD Computer-Software Enterprise group stayed resilient. The Computer-Software Enterprise group did not break down until mid-February amid a market rotation to value.</p><p><blockquote>尽管IBD计算机软件企业集团保持了弹性，但由于估值受到质疑，Snowflake股价在2020年底暴跌。该计算机软件企业集团直到2月中旬才因市场向价值轮动而崩溃。</blockquote></p><p> Snowflake stock hit a 12-month low of 184.71 on May 13.</p><p><blockquote>Snowflake股价于5月13日触及184.71的12个月低点。</blockquote></p><p> Is Snowflake Stock A Buy Right Now?</p><p><blockquote>雪花股票现在值得买入吗？</blockquote></p><p> Snowflake stock still trades at a substantial premium as a multiple of forward-looking revenue growth. SNOW stock holds anIBD Composite Ratingof&nbsp; 53 out of a best possible 99, according toIBD Stock Checkup.</p><p><blockquote>作为前瞻性收入增长的倍数，雪花股票的交易价格仍然存在大幅溢价。根据IBD股票检查，SNOW股票的IBD综合评级为53分（满分为99分）。</blockquote></p><p> IBD's Composite Rating combines five separate proprietary ratings into one easy-to-use rating. The best growth stocks have a Composite Rating of 90 or better.</p><p><blockquote>IBD的综合评级将五个独立的专有评级合并为一个易于使用的评级。最佳成长型股票的综合评级为90或更高。</blockquote></p><p></p><p> One bright spot is that Snowflake stock owns an Accumulation/Distribution Rating of B, according toIBD MarketSmithanalysis. That rating analyzes price and volume changes in a stock over the past 13 weeks of trading.</p><p><blockquote>根据IBD MarketSmithAnalysis的数据，一个亮点是Snowflake股票的积累/分配评级为B。该评级分析股票在过去13周交易中的价格和交易量变化。</blockquote></p><p> The rating, on an A+ to E scale, measures institutional buying and selling in a stock. A+ signifies heavy institutional buying; E means heavy selling. Think of the C grade as neutral.</p><p><blockquote>该评级为A+至E级，衡量机构对股票的买卖情况。A+表示机构大量买入；E表示大量抛售。把C级想象成中性。</blockquote></p><p> SNOW stock has yet toform a basewith a proper entry point. Snowflake stock has clawed above its 50-day moving average. If it holds above the 50-day line that could kick-start the right side of a deep base.</p><p><blockquote>积雪还没有形成一个合适的切入点。Snowflake股价已突破50日移动平均线。如果它保持在50日线之上，可能会启动深基右侧。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://investors.com/news/technology/snowflake-snow-stock-buy-now/?src=A00220\">investors</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":{"SNOW":"Snowflake"},"source_url":"https://investors.com/news/technology/snowflake-snow-stock-buy-now/?src=A00220","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1155834484","content_text":"Think of Snowflake stock as a proxy on the torrid growth of cloud computing giantsAmazon.com(AMZN),Microsoft(MSFT) andAlphabet's (GOOGL) Google.\nMany companies are turning to cloud computing services as part of \"digital transformation\" projects that aim to gain business insights from crunching massive volumes of data. The cloud computing titans offer their own data analytics and management tools.\nIn a \"coopetition\" model, thecloud giantsgive their customers a green light to buySnowflake's (SNOW) software. The reason is Snowflake's tools are better at some key tasks, such as letting companies compile, view, analyze and share massive amounts of data in an easy way.\nNearly two-fifths of Fortune 500 companies use Snowflake's software in the cloud as they move away from on-premise data warehousing products fromTeradata(TDC),Oracle(ORCL) andIBM(IBM).\nOne Snowflake customer is pharma giantPfizer(PFE). Pfizer uses Snowflake tools to forecast product sales and to gain insights into thedistribution of the Covid-19 vaccine.\nSnowflake Stock: Competition Increasing From Google Cloud?\nStellar customer growth enabled SNOW stock to pull off the largest initial public offering ever by a software company in September 2020. The IPO raised $3.4 billion.\nBut is Snowflake a buy right now? After a tough start to 2021, software growth stocks have rebounded. The iShares Expanded Tech-Software Sector ETF rose 5% in August, 3.4% in July and 8.7% in June.\nSnowflake stock has out-performed the software sector since mid-May. It's up 13% in 2021.\nSnowflake stock hit an all-time high of 429 in early December last year. But SNOW stock swooned in late 2020 amid analyst concerns over its lofty valuation.\nAt a June 10 analyst day, Snowflake laid out a path to $10 billion in product revenue by fiscal 2029, which coincides with calendar 2028. The $10 billion revenue target would result in a compound annual growth rate of 44%.\nThe company said it expects to increase the number of customers with over $1 million in product revenue. Snowflake also guided to long-term operating margin of 10%-plus, lower than some analysts expected.\nPossible Threat From Amazon\nSnowflake in July announced support for digital advertising standard Unified ID 2.0. Advertising is one of Snowflake's largest verticals with customers representing a large percentage of players in the space, noted a RBC Capital report. The move comes as Googlephases out internet cookies for targeted advertising.\nWhether Amazon Web Services ratchets up competition remains a concern for SNOW stock. Plus, competition with privately held Databricks is heating up. A February funding roundvalued Databricks at $28 billion.\nDatabricks, which usesartificial intelligence, is expected to launch its own IPO.Hewlett Packard Enterprise(HPE), with its GreenLake platform, is another rival.\nSnowflake stock bulls point to its seasoned management team as a strength no matter what unfolds.\nTwo former Oracle engineers — Benoit Dageville and Thierry Cruanes — along with Marcin Zukowski, former chief executive of startup Vectorwise, started Snowflake in 2012. The company holds patents in database architecture, data warehouses and other areas.\nSNOW Stock: ServiceNow Veterans Lead Company\nSnowflake brought inFrank Slootman as chief executive in May 2019. Slootman had stepped down as CEO of ServiceNow in early 2017. Former ServiceNow Chief Financial Officer Mike Scarpelli in 2019 also joined Snowflake in the same CFO position.\nUnlike legacy, on-premise data management systems, Snowflake's platform was built from the ground up for cloud computing. It provides 100% of its software over the internet.\nSnowflake customers can share data with their partners across multiple online storage systems using the company's data warehouse. Snowflake also enables easily searchable data to be shared among applications.\nSnowflake's data analytics tools became available on Amazon Web Services in 2015, Microsoft's Azure in 2018 and on Google's cloud platform in 2020.\nIn June, Snowflake partnered withC3.ai(AI). The two companies will cooperate in offering artificial intelligence tools to companies.\nAmazon Web Services A 'Frenemy'\n\"While Snowflake is multi-cloud, it derives some 85% of its revenues from data analytics jobs deployed on Amazon Web Services, which is also Snowflake's biggest rival with AWS Redshift,\" UBS analyst Karl Keirstead said in a recent note to clients.\n\"This 'frenemy' relationship is critical to Snowflake's success,\" Keirstead went on to say. \"AWS benefits far more from Snowflake spending on compute and storage infrastructure resources than they lose in the form of foregone AWS Redshift revenues. Snowflake represents a dream customer and partner for AWS and Microsoft Azure.\"\nSnowflake has focused on six core markets, including financial services, health care and life sciences, retail and consumer packaged goods, advertising media and entertainment, technology, and the government sector.\nWhen Snowflake went public in September it used a dual-class share structure that gave its CEO and insiderssuper-voting rights. However, Snowflake eliminated the dual-class structure in March.\nSnowflake had been based in San Mateo, Calif. Amid the shift to remote work spurred by the coronavirus emergency, Snowflake in May said it no longer has a corporate headquarters. It designated Bozeman, Mont., as its principal executive office. Slootman and Scarpelli are based in Bozeman.\nSnowflake Stock Fundamental Analysis\nSoftware stocks typically trade as a multiple of forward-looking revenue growth. Software-as-a-service, or SaaS, companies, such asSalesforce.com(CRM), typically provide the highest revenue growth. Salesforce is a key marketing partner of SNOW stock.\nSnowflake also partners with consulting firms such as Deloitte and information technology firms such as privately held Informatica.\nSnowflake is not an SaaS company, however. Instead, it uses a consumption-based business model based on how much data its customers crunch and store.\nSnowflake's revenue growth stands out. But there's less transparency and predictability than with subscription-based, recurring-revenue SaaS business models, analysts say.\n\"SNOW has a consumption model, whereby customers contract for a certain amount of compute and storage capacity,\" Mizuho Securities analyst Gregg Moskowitz said in a note. \"The company only records revenue, however, as that capacity is used, so there can be a lag of several months or more before revenue recognition begins.\"\nSnowflake is nearing an annual revenue run-rate of $1 billion. That's a big milestone for software growth companies. But SNOW stock is unprofitable on the two most common accounting standards.\nMany software companies are unprofitable using GAAP earnings, or generally accepted accounting principles, which includes stock-based compensation. But they're profitable on a non-GAAP or \"adjusted\" earnings basis.\nSnowflake Stock Gains Traction In Large Deals\nSnowflake's July quarter decelerated from the previous quarter but topped analyst estimates as it gained traction with large deals in the financial services and healthcare markets.\nSnowflake said July-quarter revenue jumped 104% to $272.2 million from a year earlier. Analysts had estimated Snowflake revenue of $256.5 million.\nSnowflake sales soared 110% in the April quarter and 117% in the January quarter.\nThe provider of cloud-based data analytics software said product revenue rose 103% to $254.6 million vs. estimates of $240 million.\nIn addition, Snowflake said it now has 116 customers with \"trailing 12-month product revenue greater than $1 million,\" up from 104 such customers as of April 30.\n\"SNOW stock ended the quarter with 12 net new $1 million-plus customers (vs. 27 last quarter, 8 a year ago), bringing total $1 million-plus customers to 116,\" said Cowen analyst J. Derrick Wood in a report. \"Management cited strength come from rising deal sizes, strong competitive win rates, high sales productivity levels and balanced demand across geographies, customer segments and verticals. SNOW's recent vertically-focused, go-to-market initiatives are resonating particularly well in financial services and healthcare.\"\nFor the October quarter, Snowflake forecast product revenue in a range of $280 million to $285 million, above estimates of $270.5 million.\nSNOW Stock Technical Analysis\nSnowflake stock went public on Sept. 16, 2020, at 120 a share. At the time, software growth stocks were hot as investors sought recurring revenue amid the coronavirus emergency.\nSNOW stock popped as high as 319 on the first day of trading and closed 111.6% above the IPO price at 253.93. Shares pulled back as analysts debated Snowflake's valuation.\nSnowflake stock forged acup-with-handle baseover the next two months. The new base created an entry point of 301. SNOW stock blew past the buy point, hitting an all-time high of 429 on Dec. 8.\nSnowflake stock swooned in late 2020 amid questions over its valuation even as the IBD Computer-Software Enterprise group stayed resilient. The Computer-Software Enterprise group did not break down until mid-February amid a market rotation to value.\nSnowflake stock hit a 12-month low of 184.71 on May 13.\nIs Snowflake Stock A Buy Right Now?\nSnowflake stock still trades at a substantial premium as a multiple of forward-looking revenue growth. SNOW stock holds anIBD Composite Ratingof  53 out of a best possible 99, according toIBD Stock Checkup.\nIBD's Composite Rating combines five separate proprietary ratings into one easy-to-use rating. The best growth stocks have a Composite Rating of 90 or better.\nOne bright spot is that Snowflake stock owns an Accumulation/Distribution Rating of B, according toIBD MarketSmithanalysis. That rating analyzes price and volume changes in a stock over the past 13 weeks of trading.\nThe rating, on an A+ to E scale, measures institutional buying and selling in a stock. A+ signifies heavy institutional buying; E means heavy selling. Think of the C grade as neutral.\nSNOW stock has yet toform a basewith a proper entry point. Snowflake stock has clawed above its 50-day moving average. If it holds above the 50-day line that could kick-start the right side of a deep base.","news_type":1,"symbols_score_info":{"SNOW":0.9}},"isVote":1,"tweetType":1,"viewCount":1887,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":886682162,"gmtCreate":1631585895556,"gmtModify":1631891246728,"author":{"id":"3574935418304521","authorId":"3574935418304521","name":"hbtho","avatar":"https://static.tigerbbs.com/f083ceda901738dc46b48c3f49dc0dc7","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574935418304521","idStr":"3574935418304521"},"themes":[],"htmlText":"Great","listText":"Great","text":"Great","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/886682162","repostId":"1185576409","repostType":4,"isVote":1,"tweetType":1,"viewCount":1193,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":831087930,"gmtCreate":1629273439220,"gmtModify":1631891246744,"author":{"id":"3574935418304521","authorId":"3574935418304521","name":"hbtho","avatar":"https://static.tigerbbs.com/f083ceda901738dc46b48c3f49dc0dc7","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574935418304521","idStr":"3574935418304521"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/831087930","repostId":"1197623581","repostType":4,"isVote":1,"tweetType":1,"viewCount":929,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":895627603,"gmtCreate":1628741477702,"gmtModify":1631891246745,"author":{"id":"3574935418304521","authorId":"3574935418304521","name":"hbtho","avatar":"https://static.tigerbbs.com/f083ceda901738dc46b48c3f49dc0dc7","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574935418304521","idStr":"3574935418304521"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/895627603","repostId":"1143445979","repostType":4,"isVote":1,"tweetType":1,"viewCount":666,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":189719039,"gmtCreate":1623288468421,"gmtModify":1634034943678,"author":{"id":"3574935418304521","authorId":"3574935418304521","name":"hbtho","avatar":"https://static.tigerbbs.com/f083ceda901738dc46b48c3f49dc0dc7","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574935418304521","idStr":"3574935418304521"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/189719039","repostId":"1114317619","repostType":4,"isVote":1,"tweetType":1,"viewCount":778,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":377741271,"gmtCreate":1619567341893,"gmtModify":1634211779995,"author":{"id":"3574935418304521","authorId":"3574935418304521","name":"hbtho","avatar":"https://static.tigerbbs.com/f083ceda901738dc46b48c3f49dc0dc7","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574935418304521","idStr":"3574935418304521"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/377741271","repostId":"1187199105","repostType":4,"repost":{"id":"1187199105","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1619566832,"share":"https://www.laohu8.com/m/news/1187199105?lang=zh_CN&edition=full","pubTime":"2021-04-28 07:40","market":"us","language":"en","title":"AMD stock rises after earnings show data-center sales more than doubling<blockquote>财报显示数据中心销售额增长一倍多后，AMD股价上涨</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1187199105","media":"Tiger Newspress","summary":"AMD increases full-year revenue guidance after record quarterly sales, stock jumps more than 3% in e","content":"<p>AMD increases full-year revenue guidance after record quarterly sales, stock jumps more than 3% in extended session<img src=\"https://static.tigerbbs.com/174cfb55080b96346856b267d6c023ed\" tg-width=\"706\" tg-height=\"523\" referrerpolicy=\"no-referrer\">Advanced Micro Devices Inc. shares rose in the extended session Tuesday after the chip maker said data-center revenue more than doubled to fuel record quarterly sales, and increased its revenue forecast for the year.</p><p><blockquote>AMD在创纪录的季度销售额后上调全年收入指引，股价在延长交易时段上涨逾3%芯片制造商Advanced Micro Devices Inc.表示，数据中心收入增长了一倍多，推动了创纪录的季度销售额，并上调了今年的收入预期，该公司股价在周二的延长交易中上涨。</blockquote></p><p>“In the first quarter, data-center product revenue more than doubled year-over-year and represented a high teens percentage of our overall revenue,” said AMD&nbsp;Chief Executive Lisa Su on a call with analysts. “We expect data-center product revenue to grow significantly as we go through the year driven by our strong pipeline of new cloud, enterprise and [high-performance computing] wins.”</p><p><blockquote>AMD首席执行官苏姿丰在与分析师的看涨期权中表示：“第一季度，数据中心产品收入同比增长了一倍多，占我们总收入的比例很高。”“我们预计，在我们强大的新云、企业和[高性能计算]胜利渠道的推动下，数据中心产品收入将在今年大幅增长。”</blockquote></p><p>Sales from enterprise embedded and semi-custom chips — the unit that includes data-center and gaming-console revenue — nearly quadrupled to $1.35 billion, compared with $348 million a year ago. Analysts surveyed by FactSet expected $1.3 billion. Su’s comments about data-center revenue were helpful asAMD does not break out data-center sales from gaming sales.</p><p><blockquote>企业嵌入式和半定制芯片（包括数据中心和游戏机收入）的销售额几乎翻了两番，达到13.5亿美元，而一年前为3.48亿美元。FactSet调查的分析师预计为13亿美元。苏关于数据中心收入的评论很有帮助，因为AMD不会将数据中心销售额与游戏销售额分开。</blockquote></p><p>“I think we saw actually strong signals in the first quarter that it would be a strong data-center year for us,” Su told analysts.</p><p><blockquote>“我认为我们在第一季度看到了真正强烈的信号，表明今年对我们来说将是数据中心强劲的一年，”苏告诉分析师。</blockquote></p><p>Last week, Intel Corp&nbsp;said the data-center market was in a“digestion phase,”contributing to a 20% drop in sales for data centers, yetanalysts pointed to increased competition from AMD and ARM Holdings PLC.</p><p><blockquote>上周，英特尔公司表示，数据中心市场正处于“消化阶段”，导致数据中心销售额下降20%，但分析师指出，来自AMD和ARM Holdings PLC的竞争加剧。</blockquote></p><p>AMD reported first-quarter net income of $555 million, or 45 cents a share, compared with $162 million, or 14 cents a share, in the year-ago period. After adjusting for stock-based compensation and other factors, the Santa Clara, Calif.-based company reported earnings of 52 cents a share, compared with 18 cents a share in the year-ago period. Revenue rose to $3.45 billion from $1.79 billion in the year-ago quarter.</p><p><blockquote>AMD公布第一季度净利润为5.55亿美元，即每股45美分，而去年同期为1.62亿美元，即每股14美分。在调整股票薪酬和其他因素后，这家总部位于加利福尼亚州圣克拉拉的公司报告每股收益为52美分，而去年同期为每股18美分。收入从去年同期的17.9亿美元增至34.5亿美元。</blockquote></p><p>Analysts surveyed by FactSet had forecast adjusted earnings of 44 cents a share on revenue of $3.18 billion, and AMD projected between $3.1 billion and $3.3 billion.</p><p><blockquote>FactSet调查的分析师此前预测调整后每股收益为44美分，营收为31.8亿美元，AMD预计在31亿至33亿美元之间。</blockquote></p><p>AMD reported first-quarter sales of $2.1 billion for computing and graphics chips, up 46% from $1.44 billion last year, compared with analyst expectations of $1.89 billion.</p><p><blockquote>AMD公布第一季度计算和图形芯片销售额为21亿美元，较去年的14.4亿美元增长46%，分析师预期为18.9亿美元。</blockquote></p><p>Executives also increased AMD’s guidance for the full year, to a sales increase of about 50% from previous guidance of a roughly 37% increase. AMD reported revenue of $9.67 billion last year, suggesting sales of about $14.65 billion this year; analysts had been forecasting revenue of $13.46 billion, according to FactSet.</p><p><blockquote>高管们还提高了AMD全年销售额指引，从之前指引的约37%增长至约50%。AMD去年营收为96.7亿美元，暗示今年销售额约为146.5亿美元；FactSet的数据显示，分析师此前预测营收为134.6亿美元。</blockquote></p><p>AMD expects second-quarter revenue of $3.5 billion to $3.7 billion, while analysts had been projecting $3.23 billion, according to FactSet.</p><p><blockquote>FactSet的数据显示，AMD预计第二季度营收为35亿至37亿美元，而分析师此前预计为32.3亿美元。</blockquote></p><p>Shares gained more than 3% in after-hours trading, following a 0.2% decline in the regular session to close at $85.21.</p><p><blockquote>该股在常规交易中下跌0.2%，收于85.21美元，在盘后交易中上涨超过3%。</blockquote></p><p>AMD’s strong earnings come amid a continuing shortage of microchips to sate demand from global industries, and the companies that make the silicon wafers that chip designs use, work to clear waiting lists that span several months.</p><p><blockquote>AMD的强劲盈利是在满足全球行业需求的微芯片持续短缺的情况下出现的，而制造芯片设计所用硅片的公司正在努力清理长达数月的等待名单。</blockquote></p><p>More of how the chip sector is dealing with supply shortages will be revealed this week, with Qualcomm Inc.QCOM,-0.68%earnings on Wednesday and KLA Corp.KLAC,-1.58%earnings on Thursday.</p><p><blockquote>芯片行业如何应对供应短缺的更多信息将于本周公布，高通公司(Qualcomm Inc.QCOM)周三盈利-0.68%，KLA Corp.KLAC(KLAC)周四盈利-1.58%。</blockquote></p><p>Over the past 12 months, AMD shares have gained 51%. In comparison, the PHLX Semiconductor IndexSOX,-0.76%has gained 87%, the S&amp;P 500 index&nbsp;has risen 54%, and the tech-heavy Nasdaq Composite Index&nbsp;is up 61%.</p><p><blockquote>过去12个月，AMD股价上涨了51%。相比之下，PHLX半导体指数SOX,-0.76%上涨87%，标普500指数上涨54%，以科技股为主的纳斯达克综合指数上涨61%。</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>AMD stock rises after earnings show data-center sales more than doubling<blockquote>财报显示数据中心销售额增长一倍多后，AMD股价上涨</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; 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}\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\">\nAMD stock rises after earnings show data-center sales more than doubling<blockquote>财报显示数据中心销售额增长一倍多后，AMD股价上涨</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-04-28 07:40</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>AMD increases full-year revenue guidance after record quarterly sales, stock jumps more than 3% in extended session<img src=\"https://static.tigerbbs.com/174cfb55080b96346856b267d6c023ed\" tg-width=\"706\" tg-height=\"523\" referrerpolicy=\"no-referrer\">Advanced Micro Devices Inc. shares rose in the extended session Tuesday after the chip maker said data-center revenue more than doubled to fuel record quarterly sales, and increased its revenue forecast for the year.</p><p><blockquote>AMD在创纪录的季度销售额后上调全年收入指引，股价在延长交易时段上涨逾3%芯片制造商Advanced Micro Devices Inc.表示，数据中心收入增长了一倍多，推动了创纪录的季度销售额，并上调了今年的收入预期，该公司股价在周二的延长交易中上涨。</blockquote></p><p>“In the first quarter, data-center product revenue more than doubled year-over-year and represented a high teens percentage of our overall revenue,” said AMD&nbsp;Chief Executive Lisa Su on a call with analysts. “We expect data-center product revenue to grow significantly as we go through the year driven by our strong pipeline of new cloud, enterprise and [high-performance computing] wins.”</p><p><blockquote>AMD首席执行官苏姿丰在与分析师的看涨期权中表示：“第一季度，数据中心产品收入同比增长了一倍多，占我们总收入的比例很高。”“我们预计，在我们强大的新云、企业和[高性能计算]胜利渠道的推动下，数据中心产品收入将在今年大幅增长。”</blockquote></p><p>Sales from enterprise embedded and semi-custom chips — the unit that includes data-center and gaming-console revenue — nearly quadrupled to $1.35 billion, compared with $348 million a year ago. Analysts surveyed by FactSet expected $1.3 billion. Su’s comments about data-center revenue were helpful asAMD does not break out data-center sales from gaming sales.</p><p><blockquote>企业嵌入式和半定制芯片（包括数据中心和游戏机收入）的销售额几乎翻了两番，达到13.5亿美元，而一年前为3.48亿美元。FactSet调查的分析师预计为13亿美元。苏关于数据中心收入的评论很有帮助，因为AMD不会将数据中心销售额与游戏销售额分开。</blockquote></p><p>“I think we saw actually strong signals in the first quarter that it would be a strong data-center year for us,” Su told analysts.</p><p><blockquote>“我认为我们在第一季度看到了真正强烈的信号，表明今年对我们来说将是数据中心强劲的一年，”苏告诉分析师。</blockquote></p><p>Last week, Intel Corp&nbsp;said the data-center market was in a“digestion phase,”contributing to a 20% drop in sales for data centers, yetanalysts pointed to increased competition from AMD and ARM Holdings PLC.</p><p><blockquote>上周，英特尔公司表示，数据中心市场正处于“消化阶段”，导致数据中心销售额下降20%，但分析师指出，来自AMD和ARM Holdings PLC的竞争加剧。</blockquote></p><p>AMD reported first-quarter net income of $555 million, or 45 cents a share, compared with $162 million, or 14 cents a share, in the year-ago period. After adjusting for stock-based compensation and other factors, the Santa Clara, Calif.-based company reported earnings of 52 cents a share, compared with 18 cents a share in the year-ago period. Revenue rose to $3.45 billion from $1.79 billion in the year-ago quarter.</p><p><blockquote>AMD公布第一季度净利润为5.55亿美元，即每股45美分，而去年同期为1.62亿美元，即每股14美分。在调整股票薪酬和其他因素后，这家总部位于加利福尼亚州圣克拉拉的公司报告每股收益为52美分，而去年同期为每股18美分。收入从去年同期的17.9亿美元增至34.5亿美元。</blockquote></p><p>Analysts surveyed by FactSet had forecast adjusted earnings of 44 cents a share on revenue of $3.18 billion, and AMD projected between $3.1 billion and $3.3 billion.</p><p><blockquote>FactSet调查的分析师此前预测调整后每股收益为44美分，营收为31.8亿美元，AMD预计在31亿至33亿美元之间。</blockquote></p><p>AMD reported first-quarter sales of $2.1 billion for computing and graphics chips, up 46% from $1.44 billion last year, compared with analyst expectations of $1.89 billion.</p><p><blockquote>AMD公布第一季度计算和图形芯片销售额为21亿美元，较去年的14.4亿美元增长46%，分析师预期为18.9亿美元。</blockquote></p><p>Executives also increased AMD’s guidance for the full year, to a sales increase of about 50% from previous guidance of a roughly 37% increase. AMD reported revenue of $9.67 billion last year, suggesting sales of about $14.65 billion this year; analysts had been forecasting revenue of $13.46 billion, according to FactSet.</p><p><blockquote>高管们还提高了AMD全年销售额指引，从之前指引的约37%增长至约50%。AMD去年营收为96.7亿美元，暗示今年销售额约为146.5亿美元；FactSet的数据显示，分析师此前预测营收为134.6亿美元。</blockquote></p><p>AMD expects second-quarter revenue of $3.5 billion to $3.7 billion, while analysts had been projecting $3.23 billion, according to FactSet.</p><p><blockquote>FactSet的数据显示，AMD预计第二季度营收为35亿至37亿美元，而分析师此前预计为32.3亿美元。</blockquote></p><p>Shares gained more than 3% in after-hours trading, following a 0.2% decline in the regular session to close at $85.21.</p><p><blockquote>该股在常规交易中下跌0.2%，收于85.21美元，在盘后交易中上涨超过3%。</blockquote></p><p>AMD’s strong earnings come amid a continuing shortage of microchips to sate demand from global industries, and the companies that make the silicon wafers that chip designs use, work to clear waiting lists that span several months.</p><p><blockquote>AMD的强劲盈利是在满足全球行业需求的微芯片持续短缺的情况下出现的，而制造芯片设计所用硅片的公司正在努力清理长达数月的等待名单。</blockquote></p><p>More of how the chip sector is dealing with supply shortages will be revealed this week, with Qualcomm Inc.QCOM,-0.68%earnings on Wednesday and KLA Corp.KLAC,-1.58%earnings on Thursday.</p><p><blockquote>芯片行业如何应对供应短缺的更多信息将于本周公布，高通公司(Qualcomm Inc.QCOM)周三盈利-0.68%，KLA Corp.KLAC(KLAC)周四盈利-1.58%。</blockquote></p><p>Over the past 12 months, AMD shares have gained 51%. In comparison, the PHLX Semiconductor IndexSOX,-0.76%has gained 87%, the S&amp;P 500 index&nbsp;has risen 54%, and the tech-heavy Nasdaq Composite Index&nbsp;is up 61%.</p><p><blockquote>过去12个月，AMD股价上涨了51%。相比之下，PHLX半导体指数SOX,-0.76%上涨87%，标普500指数上涨54%，以科技股为主的纳斯达克综合指数上涨61%。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMD":"美国超微公司"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1187199105","content_text":"AMD increases full-year revenue guidance after record quarterly sales, stock jumps more than 3% in extended sessionAdvanced Micro Devices Inc. shares rose in the extended session Tuesday after the chip maker said data-center revenue more than doubled to fuel record quarterly sales, and increased its revenue forecast for the year.“In the first quarter, data-center product revenue more than doubled year-over-year and represented a high teens percentage of our overall revenue,” said AMD Chief Executive Lisa Su on a call with analysts. “We expect data-center product revenue to grow significantly as we go through the year driven by our strong pipeline of new cloud, enterprise and [high-performance computing] wins.”Sales from enterprise embedded and semi-custom chips — the unit that includes data-center and gaming-console revenue — nearly quadrupled to $1.35 billion, compared with $348 million a year ago. Analysts surveyed by FactSet expected $1.3 billion. Su’s comments about data-center revenue were helpful asAMD does not break out data-center sales from gaming sales.“I think we saw actually strong signals in the first quarter that it would be a strong data-center year for us,” Su told analysts.Last week, Intel Corp said the data-center market was in a“digestion phase,”contributing to a 20% drop in sales for data centers, yetanalysts pointed to increased competition from AMD and ARM Holdings PLC.AMD reported first-quarter net income of $555 million, or 45 cents a share, compared with $162 million, or 14 cents a share, in the year-ago period. After adjusting for stock-based compensation and other factors, the Santa Clara, Calif.-based company reported earnings of 52 cents a share, compared with 18 cents a share in the year-ago period. Revenue rose to $3.45 billion from $1.79 billion in the year-ago quarter.Analysts surveyed by FactSet had forecast adjusted earnings of 44 cents a share on revenue of $3.18 billion, and AMD projected between $3.1 billion and $3.3 billion.AMD reported first-quarter sales of $2.1 billion for computing and graphics chips, up 46% from $1.44 billion last year, compared with analyst expectations of $1.89 billion.Executives also increased AMD’s guidance for the full year, to a sales increase of about 50% from previous guidance of a roughly 37% increase. AMD reported revenue of $9.67 billion last year, suggesting sales of about $14.65 billion this year; analysts had been forecasting revenue of $13.46 billion, according to FactSet.AMD expects second-quarter revenue of $3.5 billion to $3.7 billion, while analysts had been projecting $3.23 billion, according to FactSet.Shares gained more than 3% in after-hours trading, following a 0.2% decline in the regular session to close at $85.21.AMD’s strong earnings come amid a continuing shortage of microchips to sate demand from global industries, and the companies that make the silicon wafers that chip designs use, work to clear waiting lists that span several months.More of how the chip sector is dealing with supply shortages will be revealed this week, with Qualcomm Inc.QCOM,-0.68%earnings on Wednesday and KLA Corp.KLAC,-1.58%earnings on Thursday.Over the past 12 months, AMD shares have gained 51%. In comparison, the PHLX Semiconductor IndexSOX,-0.76%has gained 87%, the S&P 500 index has risen 54%, and the tech-heavy Nasdaq Composite Index is up 61%.","news_type":1,"symbols_score_info":{"AMD":0.9}},"isVote":1,"tweetType":1,"viewCount":269,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":850551910,"gmtCreate":1634610301373,"gmtModify":1634610301557,"author":{"id":"3574935418304521","authorId":"3574935418304521","name":"hbtho","avatar":"https://static.tigerbbs.com/f083ceda901738dc46b48c3f49dc0dc7","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574935418304521","idStr":"3574935418304521"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/850551910","repostId":"1147398025","repostType":4,"repost":{"id":"1147398025","kind":"news","pubTimestamp":1634608414,"share":"https://www.laohu8.com/m/news/1147398025?lang=zh_CN&edition=full","pubTime":"2021-10-19 09:53","market":"us","language":"en","title":"Tesla and 15 Other EV Stocks Are Worth Almost as Much as 50 Traditional Car Makers. How That Makes Sense.<blockquote>特斯拉和其他15只电动汽车股票的价值几乎相当于50家传统汽车制造商的价值。这怎么说得通。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1147398025","media":"Barrons","summary":"Tesla and other electric-vehicle makers account for almost half of the value wrapped up in car-manuf","content":"<p>Tesla&nbsp;and other electric-vehicle makers account for almost half of the value wrapped up in car-manufacturer stocks. Does that make sense?</p><p><blockquote>特斯拉和其他电动汽车制造商几乎占汽车制造商股票价值的一半。这有意义吗？</blockquote></p><p> Monday, Bernstein analyst Toni Sacconaghi asked that question. He’s a&nbsp;Tesla&nbsp;(ticker: TSLA) bear—rating shares Sell with a $300 price target—mainly because he believes the stock is pricey. Still, EVs can be worth half of the industry if investors buy into three ideas.</p><p><blockquote>周一，伯恩斯坦分析师托尼·萨科纳吉提出了这个问题。他对特斯拉（股票代码：TSLA）股票给予看跌评级，目标价为300美元，主要是因为他认为该股价格昂贵。尽管如此，如果投资者接受三个想法，电动汽车的价值可能会达到整个行业的一半。</blockquote></p><p> Today, 16 EV makers—including Tesla and yet-to-be public Rivian—are worth a combined $1.14 trillion. Tesla accounts for 74% of total EV value. Four of the top 10 most valuable auto makers are EV companies including: Tesla, Rivian,BYD&nbsp;(1211.Hong Kong), and&nbsp;NIO&nbsp;(NIO).</p><p><blockquote>如今，包括特斯拉和尚未上市的Rivian在内的16家电动汽车制造商的总价值为1.14万亿美元。特斯拉占电动汽车总价值的74%。十大最有价值汽车制造商中有四家是电动汽车公司，包括：特斯拉、Rivian、比亚迪（1211.Hong Kong）和蔚来（蔚来）。</blockquote></p><p> As for the makers of conventional vehicles, more than 50 auto makers are worth a combined $1.42 trillion. The most valuable traditional car companies are:Toyota Motor&nbsp;(TM),Volkswagen&nbsp;(VOW3.Germany),Daimler&nbsp;(DAI.Germany), and&nbsp;General Motors&nbsp;(GM).</p><p><blockquote>至于传统汽车制造商，50多家汽车制造商的总价值为1.42万亿美元。最有价值的传统车企是：丰田汽车(TM)、大众汽车(VOW3.Germany)、戴姆勒(DAI.Germany)、通用汽车(GM)。</blockquote></p><p> Sales by the traditional companies still dominates unit volume, selling about 99% of the cars globally—97% of those are gasoline-powered, and 2% are EV. The EV pure-plays sell the remaining 1% worldwide.</p><p><blockquote>传统公司的销量仍然主导着销量，在全球销售了约99%的汽车，其中97%是汽油动力汽车，2%是电动汽车。纯电动汽车在全球范围内销售剩余的1%。</blockquote></p><p> “The thinking, of course, is that pure-play EV vendors will ultimately come to dominate the automotive world,” wrote Sacconaghi in a Monday report.</p><p><blockquote>萨科纳吉在周一的一份报告中写道：“当然，我们的想法是纯电动汽车供应商最终将主导汽车世界。”</blockquote></p><p> That’s the first thing investors need to believe to justify EV valuations. Sacconaghi points out that 2014 pure-play EV companies accounted for 14% of electric-car sales. That’s 28% today. Pure-play EV companies’ market share is growing.</p><p><blockquote>这是投资者需要相信的第一件事，以证明电动汽车估值的合理性。萨科纳吉指出，2014年纯电动汽车公司占电动汽车销量的14%。今天是28%。纯电动汽车公司的市场份额正在增长。</blockquote></p><p> That’s the second belief required to stay bullish on EV makers’ stocks—that market share will continue to improve. “We suspect the market believes …that traditional OEMs will not be able to deliver competitive EV offerings in the future,” adds the analyst in his report. OEM is short for original equipment manufacturer, industry jargon for auto maker.</p><p><blockquote>这是保持看好电动汽车制造商股票所需的第二个信念——市场份额将继续提高。这位分析师在报告中补充道：“我们怀疑市场认为……传统原始设备制造商未来将无法提供有竞争力的电动汽车产品。”OEM是原始设备制造商的缩写，是汽车制造商的行业术语。</blockquote></p><p> The final thing investors need to believe is that EVs will be more profitable, per car, than conventional vehicles. EV companies tend to sell direct—which can help profitability. EV makers are also the leaders in selling add-on subscription based services. Tesla’s Full Self-Driving Capability, or FSD, is probably the best example. Tesla sells the higher levels of its autonomous-driving software as a monthly subscription or for $10,000.</p><p><blockquote>投资者需要相信的最后一件事是，电动汽车的每辆车利润将比传统汽车更高。电动汽车公司倾向于直接销售，这有助于提高盈利能力。电动汽车制造商也是销售附加订阅服务的领导者。特斯拉的全自动驾驶能力（FSD）可能是最好的例子。特斯拉以每月订阅或10,000美元的价格出售更高级别的自动驾驶软件。</blockquote></p><p> The mix of volume and profit growth driven by superior products could justify valuations, but Sacconaghi isn’t a believer. “Our contention is that the automotive industry is an increasingly global and hypercompetitive industry and we believe that surplus profits and technology innovation will likely be competed away over time.”</p><p><blockquote>优质产品推动的销量和利润增长的组合可能证明估值是合理的，但萨科纳吉并不相信这一点。“我们的论点是，汽车行业是一个日益全球化和竞争激烈的行业，我们相信，随着时间的推移，剩余利润和技术创新可能会被竞争夺走。”</blockquote></p><p> His views of the industry is one of the reasons he calls Tesla valuation “too rich.”</p><p><blockquote>他对该行业的看法是他对评级·特斯拉估值“过高”的原因之一。</blockquote></p><p> Time will tell who is right. Sacconaghi’s target price still implies Tesla should be the world’s most valuable car company, just not two to three times the value of Toyota.</p><p><blockquote>时间会证明谁是对的。萨科纳吉的目标价仍然意味着特斯拉应该是世界上最有价值的汽车公司，只是不是丰田价值的两到三倍。</blockquote></p><p> Tesla stock has been on a tear of late, adding 34% over the past three months as investors have become more bullish about third quarter earnings due out on Wednesday evening. Shares have gained another 3.2% Monday.</p><p><blockquote>由于投资者对周三晚间公布的第三季度财报更加看好，特斯拉股价最近一直在上涨，过去三个月上涨了34%。周一股价又上涨3.2%。</blockquote></p><p></p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla and 15 Other EV Stocks Are Worth Almost as Much as 50 Traditional Car Makers. How That Makes Sense.<blockquote>特斯拉和其他15只电动汽车股票的价值几乎相当于50家传统汽车制造商的价值。这怎么说得通。</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\">\nTesla and 15 Other EV Stocks Are Worth Almost as Much as 50 Traditional Car Makers. How That Makes Sense.<blockquote>特斯拉和其他15只电动汽车股票的价值几乎相当于50家传统汽车制造商的价值。这怎么说得通。</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-10-19 09:53</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Tesla&nbsp;and other electric-vehicle makers account for almost half of the value wrapped up in car-manufacturer stocks. Does that make sense?</p><p><blockquote>特斯拉和其他电动汽车制造商几乎占汽车制造商股票价值的一半。这有意义吗？</blockquote></p><p> Monday, Bernstein analyst Toni Sacconaghi asked that question. He’s a&nbsp;Tesla&nbsp;(ticker: TSLA) bear—rating shares Sell with a $300 price target—mainly because he believes the stock is pricey. Still, EVs can be worth half of the industry if investors buy into three ideas.</p><p><blockquote>周一，伯恩斯坦分析师托尼·萨科纳吉提出了这个问题。他对特斯拉（股票代码：TSLA）股票给予看跌评级，目标价为300美元，主要是因为他认为该股价格昂贵。尽管如此，如果投资者接受三个想法，电动汽车的价值可能会达到整个行业的一半。</blockquote></p><p> Today, 16 EV makers—including Tesla and yet-to-be public Rivian—are worth a combined $1.14 trillion. Tesla accounts for 74% of total EV value. Four of the top 10 most valuable auto makers are EV companies including: Tesla, Rivian,BYD&nbsp;(1211.Hong Kong), and&nbsp;NIO&nbsp;(NIO).</p><p><blockquote>如今，包括特斯拉和尚未上市的Rivian在内的16家电动汽车制造商的总价值为1.14万亿美元。特斯拉占电动汽车总价值的74%。十大最有价值汽车制造商中有四家是电动汽车公司，包括：特斯拉、Rivian、比亚迪（1211.Hong Kong）和蔚来（蔚来）。</blockquote></p><p> As for the makers of conventional vehicles, more than 50 auto makers are worth a combined $1.42 trillion. The most valuable traditional car companies are:Toyota Motor&nbsp;(TM),Volkswagen&nbsp;(VOW3.Germany),Daimler&nbsp;(DAI.Germany), and&nbsp;General Motors&nbsp;(GM).</p><p><blockquote>至于传统汽车制造商，50多家汽车制造商的总价值为1.42万亿美元。最有价值的传统车企是：丰田汽车(TM)、大众汽车(VOW3.Germany)、戴姆勒(DAI.Germany)、通用汽车(GM)。</blockquote></p><p> Sales by the traditional companies still dominates unit volume, selling about 99% of the cars globally—97% of those are gasoline-powered, and 2% are EV. The EV pure-plays sell the remaining 1% worldwide.</p><p><blockquote>传统公司的销量仍然主导着销量，在全球销售了约99%的汽车，其中97%是汽油动力汽车，2%是电动汽车。纯电动汽车在全球范围内销售剩余的1%。</blockquote></p><p> “The thinking, of course, is that pure-play EV vendors will ultimately come to dominate the automotive world,” wrote Sacconaghi in a Monday report.</p><p><blockquote>萨科纳吉在周一的一份报告中写道：“当然，我们的想法是纯电动汽车供应商最终将主导汽车世界。”</blockquote></p><p> That’s the first thing investors need to believe to justify EV valuations. Sacconaghi points out that 2014 pure-play EV companies accounted for 14% of electric-car sales. That’s 28% today. Pure-play EV companies’ market share is growing.</p><p><blockquote>这是投资者需要相信的第一件事，以证明电动汽车估值的合理性。萨科纳吉指出，2014年纯电动汽车公司占电动汽车销量的14%。今天是28%。纯电动汽车公司的市场份额正在增长。</blockquote></p><p> That’s the second belief required to stay bullish on EV makers’ stocks—that market share will continue to improve. “We suspect the market believes …that traditional OEMs will not be able to deliver competitive EV offerings in the future,” adds the analyst in his report. OEM is short for original equipment manufacturer, industry jargon for auto maker.</p><p><blockquote>这是保持看好电动汽车制造商股票所需的第二个信念——市场份额将继续提高。这位分析师在报告中补充道：“我们怀疑市场认为……传统原始设备制造商未来将无法提供有竞争力的电动汽车产品。”OEM是原始设备制造商的缩写，是汽车制造商的行业术语。</blockquote></p><p> The final thing investors need to believe is that EVs will be more profitable, per car, than conventional vehicles. EV companies tend to sell direct—which can help profitability. EV makers are also the leaders in selling add-on subscription based services. Tesla’s Full Self-Driving Capability, or FSD, is probably the best example. Tesla sells the higher levels of its autonomous-driving software as a monthly subscription or for $10,000.</p><p><blockquote>投资者需要相信的最后一件事是，电动汽车的每辆车利润将比传统汽车更高。电动汽车公司倾向于直接销售，这有助于提高盈利能力。电动汽车制造商也是销售附加订阅服务的领导者。特斯拉的全自动驾驶能力（FSD）可能是最好的例子。特斯拉以每月订阅或10,000美元的价格出售更高级别的自动驾驶软件。</blockquote></p><p> The mix of volume and profit growth driven by superior products could justify valuations, but Sacconaghi isn’t a believer. “Our contention is that the automotive industry is an increasingly global and hypercompetitive industry and we believe that surplus profits and technology innovation will likely be competed away over time.”</p><p><blockquote>优质产品推动的销量和利润增长的组合可能证明估值是合理的，但萨科纳吉并不相信这一点。“我们的论点是，汽车行业是一个日益全球化和竞争激烈的行业，我们相信，随着时间的推移，剩余利润和技术创新可能会被竞争夺走。”</blockquote></p><p> His views of the industry is one of the reasons he calls Tesla valuation “too rich.”</p><p><blockquote>他对该行业的看法是他对评级·特斯拉估值“过高”的原因之一。</blockquote></p><p> Time will tell who is right. Sacconaghi’s target price still implies Tesla should be the world’s most valuable car company, just not two to three times the value of Toyota.</p><p><blockquote>时间会证明谁是对的。萨科纳吉的目标价仍然意味着特斯拉应该是世界上最有价值的汽车公司，只是不是丰田价值的两到三倍。</blockquote></p><p> Tesla stock has been on a tear of late, adding 34% over the past three months as investors have become more bullish about third quarter earnings due out on Wednesday evening. Shares have gained another 3.2% Monday.</p><p><blockquote>由于投资者对周三晚间公布的第三季度财报更加看好，特斯拉股价最近一直在上涨，过去三个月上涨了34%。周一股价又上涨3.2%。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/tesla-stock-nio-51634569822?mod=hp_DAY_6\">Barrons</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":{"VLKAF":"Volkswagen AG","TSLA":"特斯拉","LI":"理想汽车","DDAIF":"戴姆勒汽车","01211":"比亚迪股份","XPEV":"小鹏汽车","GM":"通用汽车","TM":"丰田汽车","NIO":"蔚来"},"source_url":"https://www.barrons.com/articles/tesla-stock-nio-51634569822?mod=hp_DAY_6","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1147398025","content_text":"Tesla and other electric-vehicle makers account for almost half of the value wrapped up in car-manufacturer stocks. Does that make sense?\nMonday, Bernstein analyst Toni Sacconaghi asked that question. He’s a Tesla (ticker: TSLA) bear—rating shares Sell with a $300 price target—mainly because he believes the stock is pricey. Still, EVs can be worth half of the industry if investors buy into three ideas.\nToday, 16 EV makers—including Tesla and yet-to-be public Rivian—are worth a combined $1.14 trillion. Tesla accounts for 74% of total EV value. Four of the top 10 most valuable auto makers are EV companies including: Tesla, Rivian,BYD (1211.Hong Kong), and NIO (NIO).\nAs for the makers of conventional vehicles, more than 50 auto makers are worth a combined $1.42 trillion. The most valuable traditional car companies are:Toyota Motor (TM),Volkswagen (VOW3.Germany),Daimler (DAI.Germany), and General Motors (GM).\nSales by the traditional companies still dominates unit volume, selling about 99% of the cars globally—97% of those are gasoline-powered, and 2% are EV. The EV pure-plays sell the remaining 1% worldwide.\n“The thinking, of course, is that pure-play EV vendors will ultimately come to dominate the automotive world,” wrote Sacconaghi in a Monday report.\nThat’s the first thing investors need to believe to justify EV valuations. Sacconaghi points out that 2014 pure-play EV companies accounted for 14% of electric-car sales. That’s 28% today. Pure-play EV companies’ market share is growing.\nThat’s the second belief required to stay bullish on EV makers’ stocks—that market share will continue to improve. “We suspect the market believes …that traditional OEMs will not be able to deliver competitive EV offerings in the future,” adds the analyst in his report. OEM is short for original equipment manufacturer, industry jargon for auto maker.\nThe final thing investors need to believe is that EVs will be more profitable, per car, than conventional vehicles. EV companies tend to sell direct—which can help profitability. EV makers are also the leaders in selling add-on subscription based services. Tesla’s Full Self-Driving Capability, or FSD, is probably the best example. Tesla sells the higher levels of its autonomous-driving software as a monthly subscription or for $10,000.\nThe mix of volume and profit growth driven by superior products could justify valuations, but Sacconaghi isn’t a believer. “Our contention is that the automotive industry is an increasingly global and hypercompetitive industry and we believe that surplus profits and technology innovation will likely be competed away over time.”\nHis views of the industry is one of the reasons he calls Tesla valuation “too rich.”\nTime will tell who is right. Sacconaghi’s target price still implies Tesla should be the world’s most valuable car company, just not two to three times the value of Toyota.\nTesla stock has been on a tear of late, adding 34% over the past three months as investors have become more bullish about third quarter earnings due out on Wednesday evening. Shares have gained another 3.2% Monday.","news_type":1,"symbols_score_info":{"01211":0.9,"DDAIF":0.9,"VLKAF":0.9,"NIO":0.9,"TM":0.9,"GM":0.9,"TSLA":0.9,"XPEV":0.9,"LI":0.9}},"isVote":1,"tweetType":1,"viewCount":3600,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":835357296,"gmtCreate":1629689202115,"gmtModify":1631891246738,"author":{"id":"3574935418304521","authorId":"3574935418304521","name":"hbtho","avatar":"https://static.tigerbbs.com/f083ceda901738dc46b48c3f49dc0dc7","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574935418304521","idStr":"3574935418304521"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/835357296","repostId":"2161235677","repostType":4,"isVote":1,"tweetType":1,"viewCount":557,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":891308954,"gmtCreate":1628326557078,"gmtModify":1631893104034,"author":{"id":"3574935418304521","authorId":"3574935418304521","name":"hbtho","avatar":"https://static.tigerbbs.com/f083ceda901738dc46b48c3f49dc0dc7","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574935418304521","idStr":"3574935418304521"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/891308954","repostId":"1143051031","repostType":4,"isVote":1,"tweetType":1,"viewCount":710,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":804507853,"gmtCreate":1627962298072,"gmtModify":1631893104061,"author":{"id":"3574935418304521","authorId":"3574935418304521","name":"hbtho","avatar":"https://static.tigerbbs.com/f083ceda901738dc46b48c3f49dc0dc7","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574935418304521","idStr":"3574935418304521"},"themes":[],"htmlText":"Upupup","listText":"Upupup","text":"Upupup","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/804507853","repostId":"1121927855","repostType":4,"isVote":1,"tweetType":1,"viewCount":644,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}