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2021-08-20

$Taiwan Semiconductor Manufacturing(TSM)$😢

2021-08-15

$Walt Disney(DIS)$sideways forever

2021-07-30

$AMD(AMD)$breakout finally!

2021-07-13

$AMD(AMD)$finally green

2021-06-28

$AMD(AMD)$Let's go

2021-06-19

$NVIDIA Corp(NVDA)$doing well

2021-06-17

$Walt Disney(DIS)$long term hold

2021-06-16

$Walt Disney(DIS)$📈

2021-06-11

$AMD(AMD)$why is Nvidia going up but AMD still lagging behind?

2021-06-09

$Apple(AAPL)$Green finally

2021-05-27

2021-05-20

$Walt Disney(DIS)$sad mickey

2021-04-29

Buy the dip

Should you buy Nvidia stock? Here are the key numbers to look at now<blockquote>你应该购买英伟达股票吗？以下是现在需要关注的关键数字</blockquote>

2021-04-29

Buy the dip

3 Great Reasons to Buy NVIDIA Stock<blockquote>购买 NVIDIA 股票的 3 大理由</blockquote>

2021-04-29

Nice

Apple Could Blow the Top Off Earnings—Again. What That Would Mean for the Stock.<blockquote>苹果可能会再次夸大盈利。这对股票意味着什么。</blockquote>

2021-04-29

Dip

抱歉，原内容已删除

2021-04-28

$AMD(AMD)$finally green

2021-04-26

$Apple(AAPL)$🍎

2021-04-23

$AMD(AMD)$Green soon please

2021-04-20

$NVIDIA Corp(NVDA)$🌿🌿🌿

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Corp(NVDA)$</a>doing well","text":"$NVIDIA Corp(NVDA)$doing well","images":[{"img":"https://static.tigerbbs.com/3264975db90f0dd7438296c109019150","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/162704695","isVote":1,"tweetType":1,"viewCount":1968,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":163833082,"gmtCreate":1623867098446,"gmtModify":1631885075533,"author":{"id":"3576139360394025","authorId":"3576139360394025","name":"Dill","avatar":"https://static.tigerbbs.com/97995866d2cb07f5c42018ddf862d80d","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576139360394025","idStr":"3576139360394025"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/DIS\">$Walt Disney(DIS)$</a>long term hold","listText":"<a href=\"https://laohu8.com/S/DIS\">$Walt Disney(DIS)$</a>long term hold","text":"$Walt Disney(DIS)$long term hold","images":[{"img":"https://static.tigerbbs.com/ecc8a4d8f60ce45361b9ec64d0714558","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/163833082","isVote":1,"tweetType":1,"viewCount":2227,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":160885503,"gmtCreate":1623780353302,"gmtModify":1631885075698,"author":{"id":"3576139360394025","authorId":"3576139360394025","name":"Dill","avatar":"https://static.tigerbbs.com/97995866d2cb07f5c42018ddf862d80d","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576139360394025","idStr":"3576139360394025"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/DIS\">$Walt Disney(DIS)$</a>📈","listText":"<a href=\"https://laohu8.com/S/DIS\">$Walt Disney(DIS)$</a>📈","text":"$Walt Disney(DIS)$📈","images":[{"img":"https://static.tigerbbs.com/f6794712f0c7f95b3fcfa1a0f2842b04","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/160885503","isVote":1,"tweetType":1,"viewCount":3204,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":188183468,"gmtCreate":1623424154554,"gmtModify":1631889662673,"author":{"id":"3576139360394025","authorId":"3576139360394025","name":"Dill","avatar":"https://static.tigerbbs.com/97995866d2cb07f5c42018ddf862d80d","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576139360394025","idStr":"3576139360394025"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/AMD\">$AMD(AMD)$</a>why is Nvidia going up but AMD still lagging behind?","listText":"<a href=\"https://laohu8.com/S/AMD\">$AMD(AMD)$</a>why is Nvidia going up but AMD still lagging behind?","text":"$AMD(AMD)$why is Nvidia going up but AMD still lagging behind?","images":[{"img":"https://static.tigerbbs.com/af657741ff9b83c76f8d212c52570b09","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/188183468","isVote":1,"tweetType":1,"viewCount":2392,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":180308460,"gmtCreate":1623176249550,"gmtModify":1631889662686,"author":{"id":"3576139360394025","authorId":"3576139360394025","name":"Dill","avatar":"https://static.tigerbbs.com/97995866d2cb07f5c42018ddf862d80d","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576139360394025","idStr":"3576139360394025"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/AAPL\">$Apple(AAPL)$</a>Green finally","listText":"<a href=\"https://laohu8.com/S/AAPL\">$Apple(AAPL)$</a>Green finally","text":"$Apple(AAPL)$Green finally","images":[{"img":"https://static.tigerbbs.com/5e3264bce8d7f1ea7e1f5486cc64bc43","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/180308460","isVote":1,"tweetType":1,"viewCount":2730,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":135000519,"gmtCreate":1622119847031,"gmtModify":1631889662700,"author":{"id":"3576139360394025","authorId":"3576139360394025","name":"Dill","avatar":"https://static.tigerbbs.com/97995866d2cb07f5c42018ddf862d80d","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576139360394025","idStr":"3576139360394025"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/AMD\">$AMD(AMD)$</a>📈","listText":"<a href=\"https://laohu8.com/S/AMD\">$AMD(AMD)$</a>📈","text":"$AMD(AMD)$📈","images":[{"img":"https://static.tigerbbs.com/7ba06006f24de4b8e944af43ec7dc26c","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/135000519","isVote":1,"tweetType":1,"viewCount":783,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":130185031,"gmtCreate":1621519241424,"gmtModify":1631885079977,"author":{"id":"3576139360394025","authorId":"3576139360394025","name":"Dill","avatar":"https://static.tigerbbs.com/97995866d2cb07f5c42018ddf862d80d","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576139360394025","idStr":"3576139360394025"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/DIS\">$Walt Disney(DIS)$</a>sad mickey","listText":"<a href=\"https://laohu8.com/S/DIS\">$Walt Disney(DIS)$</a>sad mickey","text":"$Walt Disney(DIS)$sad mickey","images":[{"img":"https://static.tigerbbs.com/8d4ba21ed72fe42b02a45d57aa20a8c3","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/130185031","isVote":1,"tweetType":1,"viewCount":1020,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":109678231,"gmtCreate":1619696046623,"gmtModify":1631889662717,"author":{"id":"3576139360394025","authorId":"3576139360394025","name":"Dill","avatar":"https://static.tigerbbs.com/97995866d2cb07f5c42018ddf862d80d","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576139360394025","idStr":"3576139360394025"},"themes":[],"title":"","htmlText":"Buy the dip","listText":"Buy the dip","text":"Buy the dip","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/109678231","repostId":"2130531757","repostType":2,"repost":{"id":"2130531757","kind":"highlight","pubTimestamp":1619513339,"share":"https://www.laohunote.com/m/news/2130531757?lang=zh_CN&edition=full","pubTime":"2021-04-27 16:48","market":"us","language":"en","title":"Should you buy Nvidia stock? Here are the key numbers to look at now<blockquote>你应该购买英伟达股票吗？以下是现在需要关注的关键数字</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2130531757","media":"MarketWatch","summary":"Nvidia topped $5 billion in quarterly sales for the first time in the last quarter.\nA laptop powered","content":"<p>Nvidia topped $5 billion in quarterly sales for the first time in the last quarter.</p><p><blockquote>英伟达上季度季度销售额首次突破 50 亿美元。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d53121737245129950bad0aa36e239f5\" tg-width=\"1260\" tg-height=\"709\"><span>A laptop powered by a Nvidia GeForce RTX 20 video card. (Nvidia)</span></p><p><blockquote><p class=\"t-img-caption\"><span>由Nvidia GeForce RTX 20显卡驱动的笔记本电脑。（英伟达）</span></p></blockquote></p><p> Nvidia Corp. is a well-known company to technology enthusiasts and investors alike. If you are considering buying the stock -- or already own it -- this quarterly review of the key metrics can help you with your own research and decisions about the company as an investment.</p><p><blockquote>英伟达公司是一家技术爱好者和投资者都知名的公司。如果您正在考虑购买该股票或已经拥有该股票，这份对关键指标的季度审查可以帮助您对该公司进行自己的研究和投资决策。</blockquote></p><p> These updates will also include comparisons of results to other major players in the semiconductor space. Keep in mind that no two companies are alike -- even rivals don't compete in every segment. Any investor needs to do their own research to make informed long-term decisions.</p><p><blockquote>这些更新还将包括与半导体领域其他主要参与者的结果比较。请记住，没有两家公司是完全相同的——即使是竞争对手也不会在每个领域竞争。任何投资者都需要自己做研究，以做出明智的长期决策。</blockquote></p><p> <b>Where Nvidia fits in</b></p><p><blockquote><b>Nvidia 的位置</b></blockquote></p><p> Nvidia <a href=\"https://laohu8.com/S/NVDA\">$(NVDA)$</a> is the predominant designer of graphics processing units (GPUs), which are the critical components of graphics cards used for high-end PC gaming and other graphically intense applications. Its main competitor for GPUs is Advanced Micro Devices Inc. <a href=\"https://laohu8.com/S/AMD\">$(AMD)$</a>, although Intel Corp. <a href=\"https://laohu8.com/S/INTC\">$(INTC)$</a> is working on new products to compete in the space.</p><p><blockquote>英伟达<a href=\"https://laohu8.com/S/NVDA\">$(NVDA)$</a>是图形处理单元（GPU）的主要设计者，GPU是用于高端PC游戏和其他图形密集型应用的显卡的关键部件。其GPU的主要竞争对手是Advanced Micro Devices Inc。<a href=\"https://laohu8.com/S/AMD\">$(AMD)$</a>尽管英特尔公司。<a href=\"https://laohu8.com/S/INTC\">$(国际)$</a>正在开发新产品以在该领域竞争。</blockquote></p><p> The actual manufacturing of Nvidia's GPUs is handled by Taiwan Semiconductor Co. Ltd. (2330.TW).</p><p><blockquote>英伟达GPU的实际制造由台积电有限公司（2330.TW）负责。</blockquote></p><p> Nvidia has also been rapidly increasing its sales of CPUs for data-center processing and making moves to become more competitive in artificial intelligence-related <a href=\"https://laohu8.com/S/AI\">$(AI)$</a> areas as it waits for regulatory approval of its acquisition of Arm Holdings <a href=\"https://laohu8.com/S/PLC\">PLC</a>. Jeremy Owens explains this complicated competition scenario .</p><p><blockquote>英伟达还在迅速增加数据中心处理用CPU的销量，并采取措施在人工智能相关领域变得更具竞争力<a href=\"https://laohu8.com/S/AI\">$(人工智能)$</a>在等待监管部门批准收购 Arm Holdings 期间<a href=\"https://laohu8.com/S/PLC\">PLC</a>杰里米·欧文斯解释了这种复杂的竞争场景。</blockquote></p><p> <b>Key dynamics</b></p><p><blockquote><b>关键动态</b></blockquote></p><p> Nvidia's fiscal 2021 ended Jan. 31. Here are some of the most important numbers that professional investors keep an eye on for the company and its rivals.</p><p><blockquote>英伟达 2021 财年于 1 月 31 日结束。以下是专业投资者关注该公司及其竞争对手的一些最重要的数字。</blockquote></p><p> <b>Sales growth</b></p><p><blockquote><b>销售增长</b></blockquote></p><p> The company breaks down its sales in two ways -- first, by reportable segment:</p><p><blockquote>该公司以两种方式对其销售额进行细分——首先，按可报告细分市场划分：</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f7df5adec6c8554c01e0b2ab127a450a\" tg-width=\"1260\" tg-height=\"335\"><span>(COMPANY FILING)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（公司备案）</span></p></blockquote></p><p> Here's the sales breakdown by market platform:</p><p><blockquote>以下是按市场平台划分的销售额明细：</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cbbdad9daf701d5686e33f33c04aff3b\" tg-width=\"1260\" tg-height=\"471\"><span>COMPANY FILING.</span></p><p><blockquote><p class=\"t-img-caption\"><span>公司备案。</span></p></blockquote></p><p> With such incredible sales growth, it is probably not a surprise that Nvidia's stock has outperformed benchmarks -- it's up 17% this year and soared 122% in 2020. Nvidia topped $5 billion in quarterly sales for the first time in the last quarter. In the three-month period before that -- August through October 2020 -- the company surpassed $4 billion in sales for the first time.</p><p><blockquote>凭借如此令人难以置信的销售增长，英伟达的股票表现优于基准可能并不奇怪——今年上涨了 17%，2020 年飙升了 122%。英伟达上季度季度销售额首次突破 50 亿美元。在此之前的三个月期间（2020 年 8 月至 10 月），该公司销售额首次超过 40 亿美元。</blockquote></p><p> <b>Pricing power and profitability</b></p><p><blockquote><b>定价权和盈利能力</b></blockquote></p><p> Here are year-over-year comparisons of sales growth, gross margins and operating margins for Nvidia and five other large semiconductor industry players held by the <a href=\"https://laohu8.com/S/EEME\">iShares</a> PHLX Semiconductor ETF <a href=\"https://laohu8.com/S/SOXX\">$(SOXX)$</a>. The ETF holds shares of 30 semiconductor manufacturers, designers and equipment makers. Each company has a unique mix of business lines. This means a direct comparison may not be meaningful.</p><p><blockquote>以下是英伟达和其他五家大型半导体行业参与者的销售增长、毛利率和营业利润率的同比比较<a href=\"https://laohu8.com/S/EEME\">iShares</a>PHLX 半导体 ETF<a href=\"https://laohu8.com/S/SOXX\">$(SOXX)$</a>该ETF持有30家半导体制造商、设计商和设备制造商的股票。每家公司都有独特的业务组合。这意味着直接比较可能没有意义。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/06b436e1c680bb1a354cdfc3f9beb4d8\" tg-width=\"1258\" tg-height=\"429\"><span>(FACTSET)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（事实集）</span></p></blockquote></p><p> The list includes AMD and INTC, which compete directly with Nvidia in some areas, but also Broadcom Inc. <a href=\"https://laohu8.com/S/AVGO\">$(AVGO)$</a>, Texas Instruments Inc. <a href=\"https://laohu8.com/S/TXN\">$(TXN)$</a> and Qualcomm Inc. <a href=\"https://laohu8.com/S/QCOM\">$(QCOM)$</a> to round out the group that competes to make chips for various industries and platforms, including mobile devices and telecommunications.</p><p><blockquote>该名单包括在某些领域与英伟达直接竞争的 AMD 和 INTC，但也包括博通公司。<a href=\"https://laohu8.com/S/AVGO\">$(AVGO)$</a>德州仪器公司。<a href=\"https://laohu8.com/S/TXN\">$(TXN)$</a>和高通公司。<a href=\"https://laohu8.com/S/QCOM\">$(QCOM)$</a>为移动设备和电信等多个行业和平台竞争制造芯片的集团。</blockquote></p><p> A company's gross margin is its sales, less the cost of goods sold, divided by sales. It is a measure of pricing power. An expanding gross margin with growing sales is a good sign. If the gross margin is contracting, it could mean a company is being forced to increase use of discounting to stave off competition. Comparing only two periods may not be especially meaningful, but it is important to understand if there is a trend.</p><p><blockquote>公司的毛利率是其销售额减去销售商品的成本除以销售额。它是定价权的衡量标准。毛利率的扩大和销售额的增长是一个好兆头。如果毛利率萎缩，这可能意味着公司被迫增加折扣的使用，以避免竞争。只比较两个时期可能没有特别的意义，但了解是否有趋势是很重要的。</blockquote></p><p> A company's operating margin is its earnings before interest, taxes and depreciation divided by net sales. It can be considered \"return on sales.\"</p><p><blockquote>公司的营业利润率是其息税折旧前利润除以净销售额。它可以被认为是“销售回报”。</blockquote></p><p> Nvidia's gross margin narrowed during its fiscal fourth quarter. But its operating margin widened. The margin numbers were impressive for Broadcom, Texas Instruments and Qualcomm, while Intel's numbers on the chart were weak across the board.</p><p><blockquote>英伟达第四财季毛利率收窄。但其营业利润率扩大。博通、德州仪器和高通的利润率数据令人印象深刻，而英特尔在图表上的数据则全面疲软。</blockquote></p><p> <b>Free cash flow</b></p><p><blockquote><b>自由现金流</b></blockquote></p><p></p><p> Many professional investors believe that valuation measures that are related to companies' cash flows are more useful than traditional measures tied to profits, sales or book value. This is, in part, because intellectual property is so important in a service economy.</p><p><blockquote>许多专业投资者认为，与公司现金流相关的估值衡量标准比与利润、销售额或账面价值挂钩的传统衡量标准更有用。部分原因是知识产权在服务经济中如此重要。</blockquote></p><p> A company's free cash flow <a href=\"https://laohu8.com/S/FCF\">$(FCF)$</a> yield can be calculated by dividing its trailing 12 months' FCF by the current share price.</p><p><blockquote>公司的自由现金流<a href=\"https://laohu8.com/S/FCF\">$(自由现金流)$</a>收益率可以通过将过去 12 个月的自由现金流除以当前股价来计算。</blockquote></p><p> Here's a comparison of the six companies' changes in free cash flow per share for the past 12 reported months from the year-earlier 12-month period, along with trailing 12-month free cash flow yields, based on closing share prices April 23:</p><p><blockquote>根据 4 月 23 日的收盘价，以下是六家公司过去 12 个月每股自由现金流与去年同期 12 个月期间的变化，以及过去 12 个月的自由现金流收益率的比较：</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b7d77d319df433d0af8b0d4bc64b789d\" tg-width=\"1260\" tg-height=\"431\"><span>(FACTSET)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（事实集）</span></p></blockquote></p><p> Companies' free cash flow can vary significantly, and a rapidly expanding company may not have a high FCF yield as it continually reinvests in its business. But the numbers can still be useful. For investors looking for value plays, Intel might be compelling with such a high FCF yield, provided you are also confident in CEO Patrick Gelsinger's plans to turn the company around.</p><p><blockquote>公司的自由现金流可能会有很大差异，快速扩张的公司在不断对其业务进行再投资时可能不会有很高的自由现金流收益率。但是这些数字仍然有用。对于寻求价值投资的投资者来说，英特尔如此高的自由现金流收益率可能会很有吸引力，前提是你也对首席执行官帕特里克·基辛格扭转公司局面的计划充满信心。</blockquote></p><p> <b>Stock valuation and performance</b></p><p><blockquote><b>股票估值和表现</b></blockquote></p><p> Here are price-to-earnings (P/E) valuations for the six stocks, based on consensus earnings estimates for the next 12 months among analysts polled by FactSet, along with total return figures through April 23:</p><p><blockquote>以下是六只股票的市盈率 (P/E) 估值，基于 FactSet 调查的分析师对未来 12 个月的共识盈利预期，以及截至 4 月 23 日的总回报数据：</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/946311a0ca278cf038588e8807283e9d\" tg-width=\"1260\" tg-height=\"458\"><span>(FACTSET)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（事实集）</span></p></blockquote></p><p> Nvidia is the 10-year total-return champion in this group, but AMD takes the prizes for five years and three years. Nvidia has the highest forward P/E valuation, a bit ahead of AMD. These are high valuations when compared to aggregate forward P/E ratios of 22.4 for the S&amp;P 500 and 30.6 for the Nasdaq-100 index. But the stock market places a premium on consistent high double-digit sales growth.</p><p><blockquote>英伟达是该组10年总回报冠军，但AMD连续5年和3年获奖。英伟达的远期市盈率估值最高，略高于 AMD。与标普500 22.4 和纳斯达克 100 指数 30.6 的总远期市盈率相比，这些估值很高。但股市看重持续两位数的高销售增长。</blockquote></p><p> <b>Wall Street's opinion</b></p><p><blockquote><b>华尔街的观点</b></blockquote></p><p> Here's a summary of opinion among Wall Street analysts polled by FactSet:</p><p><blockquote>以下是 FactSet 调查的华尔街分析师的意见摘要：</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3abcffb5731e028eced5977592d33894\" tg-width=\"1260\" tg-height=\"528\"><span>(FACTSET)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（事实集）</span></p></blockquote></p><p> <b>Important dates</b></p><p><blockquote><b>重要日期</b></blockquote></p><p> <ul>  <li>May 26 — Nvidia is scheduled to announce results for its first quarter of fiscal 2022 at 5 p.m. ET.</li> </ul></p><p><blockquote><ul><li>5月26日——英伟达定于美国东部时间下午5点公布2022财年第一季度业绩。</li></ul></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 you buy Nvidia stock? Here are the key numbers to look at now<blockquote>你应该购买英伟达股票吗？以下是现在需要关注的关键数字</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 you buy Nvidia stock? Here are the key numbers to look at now<blockquote>你应该购买英伟达股票吗？以下是现在需要关注的关键数字</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">MarketWatch</strong><span class=\"h-time small\">2021-04-27 16:48</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Nvidia topped $5 billion in quarterly sales for the first time in the last quarter.</p><p><blockquote>英伟达上季度季度销售额首次突破 50 亿美元。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d53121737245129950bad0aa36e239f5\" tg-width=\"1260\" tg-height=\"709\"><span>A laptop powered by a Nvidia GeForce RTX 20 video card. (Nvidia)</span></p><p><blockquote><p class=\"t-img-caption\"><span>由Nvidia GeForce RTX 20显卡驱动的笔记本电脑。（英伟达）</span></p></blockquote></p><p> Nvidia Corp. is a well-known company to technology enthusiasts and investors alike. If you are considering buying the stock -- or already own it -- this quarterly review of the key metrics can help you with your own research and decisions about the company as an investment.</p><p><blockquote>英伟达公司是一家技术爱好者和投资者都知名的公司。如果您正在考虑购买该股票或已经拥有该股票，这份对关键指标的季度审查可以帮助您对该公司进行自己的研究和投资决策。</blockquote></p><p> These updates will also include comparisons of results to other major players in the semiconductor space. Keep in mind that no two companies are alike -- even rivals don't compete in every segment. Any investor needs to do their own research to make informed long-term decisions.</p><p><blockquote>这些更新还将包括与半导体领域其他主要参与者的结果比较。请记住，没有两家公司是完全相同的——即使是竞争对手也不会在每个领域竞争。任何投资者都需要自己做研究，以做出明智的长期决策。</blockquote></p><p> <b>Where Nvidia fits in</b></p><p><blockquote><b>Nvidia 的位置</b></blockquote></p><p> Nvidia <a href=\"https://laohu8.com/S/NVDA\">$(NVDA)$</a> is the predominant designer of graphics processing units (GPUs), which are the critical components of graphics cards used for high-end PC gaming and other graphically intense applications. Its main competitor for GPUs is Advanced Micro Devices Inc. <a href=\"https://laohu8.com/S/AMD\">$(AMD)$</a>, although Intel Corp. <a href=\"https://laohu8.com/S/INTC\">$(INTC)$</a> is working on new products to compete in the space.</p><p><blockquote>英伟达<a href=\"https://laohu8.com/S/NVDA\">$(NVDA)$</a>是图形处理单元（GPU）的主要设计者，GPU是用于高端PC游戏和其他图形密集型应用的显卡的关键部件。其GPU的主要竞争对手是Advanced Micro Devices Inc。<a href=\"https://laohu8.com/S/AMD\">$(AMD)$</a>尽管英特尔公司。<a href=\"https://laohu8.com/S/INTC\">$(国际)$</a>正在开发新产品以在该领域竞争。</blockquote></p><p> The actual manufacturing of Nvidia's GPUs is handled by Taiwan Semiconductor Co. Ltd. (2330.TW).</p><p><blockquote>英伟达GPU的实际制造由台积电有限公司（2330.TW）负责。</blockquote></p><p> Nvidia has also been rapidly increasing its sales of CPUs for data-center processing and making moves to become more competitive in artificial intelligence-related <a href=\"https://laohu8.com/S/AI\">$(AI)$</a> areas as it waits for regulatory approval of its acquisition of Arm Holdings <a href=\"https://laohu8.com/S/PLC\">PLC</a>. Jeremy Owens explains this complicated competition scenario .</p><p><blockquote>英伟达还在迅速增加数据中心处理用CPU的销量，并采取措施在人工智能相关领域变得更具竞争力<a href=\"https://laohu8.com/S/AI\">$(人工智能)$</a>在等待监管部门批准收购 Arm Holdings 期间<a href=\"https://laohu8.com/S/PLC\">PLC</a>杰里米·欧文斯解释了这种复杂的竞争场景。</blockquote></p><p> <b>Key dynamics</b></p><p><blockquote><b>关键动态</b></blockquote></p><p> Nvidia's fiscal 2021 ended Jan. 31. Here are some of the most important numbers that professional investors keep an eye on for the company and its rivals.</p><p><blockquote>英伟达 2021 财年于 1 月 31 日结束。以下是专业投资者关注该公司及其竞争对手的一些最重要的数字。</blockquote></p><p> <b>Sales growth</b></p><p><blockquote><b>销售增长</b></blockquote></p><p> The company breaks down its sales in two ways -- first, by reportable segment:</p><p><blockquote>该公司以两种方式对其销售额进行细分——首先，按可报告细分市场划分：</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f7df5adec6c8554c01e0b2ab127a450a\" tg-width=\"1260\" tg-height=\"335\"><span>(COMPANY FILING)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（公司备案）</span></p></blockquote></p><p> Here's the sales breakdown by market platform:</p><p><blockquote>以下是按市场平台划分的销售额明细：</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cbbdad9daf701d5686e33f33c04aff3b\" tg-width=\"1260\" tg-height=\"471\"><span>COMPANY FILING.</span></p><p><blockquote><p class=\"t-img-caption\"><span>公司备案。</span></p></blockquote></p><p> With such incredible sales growth, it is probably not a surprise that Nvidia's stock has outperformed benchmarks -- it's up 17% this year and soared 122% in 2020. Nvidia topped $5 billion in quarterly sales for the first time in the last quarter. In the three-month period before that -- August through October 2020 -- the company surpassed $4 billion in sales for the first time.</p><p><blockquote>凭借如此令人难以置信的销售增长，英伟达的股票表现优于基准可能并不奇怪——今年上涨了 17%，2020 年飙升了 122%。英伟达上季度季度销售额首次突破 50 亿美元。在此之前的三个月期间（2020 年 8 月至 10 月），该公司销售额首次超过 40 亿美元。</blockquote></p><p> <b>Pricing power and profitability</b></p><p><blockquote><b>定价权和盈利能力</b></blockquote></p><p> Here are year-over-year comparisons of sales growth, gross margins and operating margins for Nvidia and five other large semiconductor industry players held by the <a href=\"https://laohu8.com/S/EEME\">iShares</a> PHLX Semiconductor ETF <a href=\"https://laohu8.com/S/SOXX\">$(SOXX)$</a>. The ETF holds shares of 30 semiconductor manufacturers, designers and equipment makers. Each company has a unique mix of business lines. This means a direct comparison may not be meaningful.</p><p><blockquote>以下是英伟达和其他五家大型半导体行业参与者的销售增长、毛利率和营业利润率的同比比较<a href=\"https://laohu8.com/S/EEME\">iShares</a>PHLX 半导体 ETF<a href=\"https://laohu8.com/S/SOXX\">$(SOXX)$</a>该ETF持有30家半导体制造商、设计商和设备制造商的股票。每家公司都有独特的业务组合。这意味着直接比较可能没有意义。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/06b436e1c680bb1a354cdfc3f9beb4d8\" tg-width=\"1258\" tg-height=\"429\"><span>(FACTSET)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（事实集）</span></p></blockquote></p><p> The list includes AMD and INTC, which compete directly with Nvidia in some areas, but also Broadcom Inc. <a href=\"https://laohu8.com/S/AVGO\">$(AVGO)$</a>, Texas Instruments Inc. <a href=\"https://laohu8.com/S/TXN\">$(TXN)$</a> and Qualcomm Inc. <a href=\"https://laohu8.com/S/QCOM\">$(QCOM)$</a> to round out the group that competes to make chips for various industries and platforms, including mobile devices and telecommunications.</p><p><blockquote>该名单包括在某些领域与英伟达直接竞争的 AMD 和 INTC，但也包括博通公司。<a href=\"https://laohu8.com/S/AVGO\">$(AVGO)$</a>德州仪器公司。<a href=\"https://laohu8.com/S/TXN\">$(TXN)$</a>和高通公司。<a href=\"https://laohu8.com/S/QCOM\">$(QCOM)$</a>为移动设备和电信等多个行业和平台竞争制造芯片的集团。</blockquote></p><p> A company's gross margin is its sales, less the cost of goods sold, divided by sales. It is a measure of pricing power. An expanding gross margin with growing sales is a good sign. If the gross margin is contracting, it could mean a company is being forced to increase use of discounting to stave off competition. Comparing only two periods may not be especially meaningful, but it is important to understand if there is a trend.</p><p><blockquote>公司的毛利率是其销售额减去销售商品的成本除以销售额。它是定价权的衡量标准。毛利率的扩大和销售额的增长是一个好兆头。如果毛利率萎缩，这可能意味着公司被迫增加折扣的使用，以避免竞争。只比较两个时期可能没有特别的意义，但了解是否有趋势是很重要的。</blockquote></p><p> A company's operating margin is its earnings before interest, taxes and depreciation divided by net sales. It can be considered \"return on sales.\"</p><p><blockquote>公司的营业利润率是其息税折旧前利润除以净销售额。它可以被认为是“销售回报”。</blockquote></p><p> Nvidia's gross margin narrowed during its fiscal fourth quarter. But its operating margin widened. The margin numbers were impressive for Broadcom, Texas Instruments and Qualcomm, while Intel's numbers on the chart were weak across the board.</p><p><blockquote>英伟达第四财季毛利率收窄。但其营业利润率扩大。博通、德州仪器和高通的利润率数据令人印象深刻，而英特尔在图表上的数据则全面疲软。</blockquote></p><p> <b>Free cash flow</b></p><p><blockquote><b>自由现金流</b></blockquote></p><p></p><p> Many professional investors believe that valuation measures that are related to companies' cash flows are more useful than traditional measures tied to profits, sales or book value. This is, in part, because intellectual property is so important in a service economy.</p><p><blockquote>许多专业投资者认为，与公司现金流相关的估值衡量标准比与利润、销售额或账面价值挂钩的传统衡量标准更有用。部分原因是知识产权在服务经济中如此重要。</blockquote></p><p> A company's free cash flow <a href=\"https://laohu8.com/S/FCF\">$(FCF)$</a> yield can be calculated by dividing its trailing 12 months' FCF by the current share price.</p><p><blockquote>公司的自由现金流<a href=\"https://laohu8.com/S/FCF\">$(自由现金流)$</a>收益率可以通过将过去 12 个月的自由现金流除以当前股价来计算。</blockquote></p><p> Here's a comparison of the six companies' changes in free cash flow per share for the past 12 reported months from the year-earlier 12-month period, along with trailing 12-month free cash flow yields, based on closing share prices April 23:</p><p><blockquote>根据 4 月 23 日的收盘价，以下是六家公司过去 12 个月每股自由现金流与去年同期 12 个月期间的变化，以及过去 12 个月的自由现金流收益率的比较：</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b7d77d319df433d0af8b0d4bc64b789d\" tg-width=\"1260\" tg-height=\"431\"><span>(FACTSET)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（事实集）</span></p></blockquote></p><p> Companies' free cash flow can vary significantly, and a rapidly expanding company may not have a high FCF yield as it continually reinvests in its business. But the numbers can still be useful. For investors looking for value plays, Intel might be compelling with such a high FCF yield, provided you are also confident in CEO Patrick Gelsinger's plans to turn the company around.</p><p><blockquote>公司的自由现金流可能会有很大差异，快速扩张的公司在不断对其业务进行再投资时可能不会有很高的自由现金流收益率。但是这些数字仍然有用。对于寻求价值投资的投资者来说，英特尔如此高的自由现金流收益率可能会很有吸引力，前提是你也对首席执行官帕特里克·基辛格扭转公司局面的计划充满信心。</blockquote></p><p> <b>Stock valuation and performance</b></p><p><blockquote><b>股票估值和表现</b></blockquote></p><p> Here are price-to-earnings (P/E) valuations for the six stocks, based on consensus earnings estimates for the next 12 months among analysts polled by FactSet, along with total return figures through April 23:</p><p><blockquote>以下是六只股票的市盈率 (P/E) 估值，基于 FactSet 调查的分析师对未来 12 个月的共识盈利预期，以及截至 4 月 23 日的总回报数据：</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/946311a0ca278cf038588e8807283e9d\" tg-width=\"1260\" tg-height=\"458\"><span>(FACTSET)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（事实集）</span></p></blockquote></p><p> Nvidia is the 10-year total-return champion in this group, but AMD takes the prizes for five years and three years. Nvidia has the highest forward P/E valuation, a bit ahead of AMD. These are high valuations when compared to aggregate forward P/E ratios of 22.4 for the S&amp;P 500 and 30.6 for the Nasdaq-100 index. But the stock market places a premium on consistent high double-digit sales growth.</p><p><blockquote>英伟达是该组10年总回报冠军，但AMD连续5年和3年获奖。英伟达的远期市盈率估值最高，略高于 AMD。与标普500 22.4 和纳斯达克 100 指数 30.6 的总远期市盈率相比，这些估值很高。但股市看重持续两位数的高销售增长。</blockquote></p><p> <b>Wall Street's opinion</b></p><p><blockquote><b>华尔街的观点</b></blockquote></p><p> Here's a summary of opinion among Wall Street analysts polled by FactSet:</p><p><blockquote>以下是 FactSet 调查的华尔街分析师的意见摘要：</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3abcffb5731e028eced5977592d33894\" tg-width=\"1260\" tg-height=\"528\"><span>(FACTSET)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（事实集）</span></p></blockquote></p><p> <b>Important dates</b></p><p><blockquote><b>重要日期</b></blockquote></p><p> <ul>  <li>May 26 — Nvidia is scheduled to announce results for its first quarter of fiscal 2022 at 5 p.m. ET.</li> </ul></p><p><blockquote><ul><li>5月26日——英伟达定于美国东部时间下午5点公布2022财年第一季度业绩。</li></ul></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.marketwatch.com/story/should-you-buy-nvidia-stock-here-are-the-key-numbers-to-look-at-now-11619449246?mod=home-page\">MarketWatch</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://www.marketwatch.com/story/should-you-buy-nvidia-stock-here-are-the-key-numbers-to-look-at-now-11619449246?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2130531757","content_text":"Nvidia topped $5 billion in quarterly sales for the first time in the last quarter.\nA laptop powered by a Nvidia GeForce RTX 20 video card. (Nvidia)\nNvidia Corp. is a well-known company to technology enthusiasts and investors alike. If you are considering buying the stock -- or already own it -- this quarterly review of the key metrics can help you with your own research and decisions about the company as an investment.\nThese updates will also include comparisons of results to other major players in the semiconductor space. Keep in mind that no two companies are alike -- even rivals don't compete in every segment. Any investor needs to do their own research to make informed long-term decisions.\nWhere Nvidia fits in\nNvidia $(NVDA)$ is the predominant designer of graphics processing units (GPUs), which are the critical components of graphics cards used for high-end PC gaming and other graphically intense applications. Its main competitor for GPUs is Advanced Micro Devices Inc. $(AMD)$, although Intel Corp. $(INTC)$ is working on new products to compete in the space.\nThe actual manufacturing of Nvidia's GPUs is handled by Taiwan Semiconductor Co. Ltd. (2330.TW).\nNvidia has also been rapidly increasing its sales of CPUs for data-center processing and making moves to become more competitive in artificial intelligence-related $(AI)$ areas as it waits for regulatory approval of its acquisition of Arm Holdings PLC. Jeremy Owens explains this complicated competition scenario .\nKey dynamics\nNvidia's fiscal 2021 ended Jan. 31. Here are some of the most important numbers that professional investors keep an eye on for the company and its rivals.\nSales growth\nThe company breaks down its sales in two ways -- first, by reportable segment:\n(COMPANY FILING)\nHere's the sales breakdown by market platform:\nCOMPANY FILING.\nWith such incredible sales growth, it is probably not a surprise that Nvidia's stock has outperformed benchmarks -- it's up 17% this year and soared 122% in 2020. Nvidia topped $5 billion in quarterly sales for the first time in the last quarter. In the three-month period before that -- August through October 2020 -- the company surpassed $4 billion in sales for the first time.\nPricing power and profitability\nHere are year-over-year comparisons of sales growth, gross margins and operating margins for Nvidia and five other large semiconductor industry players held by the iShares PHLX Semiconductor ETF $(SOXX)$. The ETF holds shares of 30 semiconductor manufacturers, designers and equipment makers. Each company has a unique mix of business lines. This means a direct comparison may not be meaningful.\n(FACTSET)\nThe list includes AMD and INTC, which compete directly with Nvidia in some areas, but also Broadcom Inc. $(AVGO)$, Texas Instruments Inc. $(TXN)$ and Qualcomm Inc. $(QCOM)$ to round out the group that competes to make chips for various industries and platforms, including mobile devices and telecommunications.\nA company's gross margin is its sales, less the cost of goods sold, divided by sales. It is a measure of pricing power. An expanding gross margin with growing sales is a good sign. If the gross margin is contracting, it could mean a company is being forced to increase use of discounting to stave off competition. Comparing only two periods may not be especially meaningful, but it is important to understand if there is a trend.\nA company's operating margin is its earnings before interest, taxes and depreciation divided by net sales. It can be considered \"return on sales.\"\nNvidia's gross margin narrowed during its fiscal fourth quarter. But its operating margin widened. The margin numbers were impressive for Broadcom, Texas Instruments and Qualcomm, while Intel's numbers on the chart were weak across the board.\nFree cash flow\nMany professional investors believe that valuation measures that are related to companies' cash flows are more useful than traditional measures tied to profits, sales or book value. This is, in part, because intellectual property is so important in a service economy.\nA company's free cash flow $(FCF)$ yield can be calculated by dividing its trailing 12 months' FCF by the current share price.\nHere's a comparison of the six companies' changes in free cash flow per share for the past 12 reported months from the year-earlier 12-month period, along with trailing 12-month free cash flow yields, based on closing share prices April 23:\n(FACTSET)\nCompanies' free cash flow can vary significantly, and a rapidly expanding company may not have a high FCF yield as it continually reinvests in its business. But the numbers can still be useful. For investors looking for value plays, Intel might be compelling with such a high FCF yield, provided you are also confident in CEO Patrick Gelsinger's plans to turn the company around.\nStock valuation and performance\nHere are price-to-earnings (P/E) valuations for the six stocks, based on consensus earnings estimates for the next 12 months among analysts polled by FactSet, along with total return figures through April 23:\n(FACTSET)\nNvidia is the 10-year total-return champion in this group, but AMD takes the prizes for five years and three years. Nvidia has the highest forward P/E valuation, a bit ahead of AMD. These are high valuations when compared to aggregate forward P/E ratios of 22.4 for the S&P 500 and 30.6 for the Nasdaq-100 index. But the stock market places a premium on consistent high double-digit sales growth.\nWall Street's opinion\nHere's a summary of opinion among Wall Street analysts polled by FactSet:\n(FACTSET)\n\nImportant dates\n\nMay 26 — Nvidia is scheduled to announce results for its first quarter of fiscal 2022 at 5 p.m. ET.","news_type":1,"symbols_score_info":{"NVDA":0.9}},"isVote":1,"tweetType":1,"viewCount":786,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":109671667,"gmtCreate":1619695986959,"gmtModify":1631889662724,"author":{"id":"3576139360394025","authorId":"3576139360394025","name":"Dill","avatar":"https://static.tigerbbs.com/97995866d2cb07f5c42018ddf862d80d","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576139360394025","idStr":"3576139360394025"},"themes":[],"title":"","htmlText":"Buy the dip","listText":"Buy the dip","text":"Buy the dip","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/109671667","repostId":"1165955880","repostType":2,"repost":{"id":"1165955880","kind":"news","pubTimestamp":1619614119,"share":"https://www.laohunote.com/m/news/1165955880?lang=zh_CN&edition=full","pubTime":"2021-04-28 20:48","market":"us","language":"en","title":"3 Great Reasons to Buy NVIDIA Stock<blockquote>购买 NVIDIA 股票的 3 大理由</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1165955880","media":"Motley Fool","summary":"Even in the face of the pandemic,NVIDIA(NASDAQ:NVDA)was a clear winner, notching gains of 122% in 20","content":"<p>Even in the face of the pandemic,<b>NVIDIA</b>(NASDAQ:NVDA)was a clear winner, notching gains of 122% in 2020. The company's graphics processing units (GPUs) were front and center for many of the trends that accelerated last year, giving the company a boost in the process. That added to NVIDIA's already impressive performance, with the stock up more than 3,000% in the past decade.</p><p><blockquote>即使面对疫情，<b>英伟达</b>（纳斯达克股票代码：NVDA）是明显的赢家，2020 年涨幅达 122%。该公司的图形处理单元（GPU）是去年加速的许多趋势的前沿和中心，推动了该公司在这一过程中的发展。这为 NVIDIA 本已令人印象深刻的业绩锦上添花，其股价在过去十年中上涨了 3,000% 以上。</blockquote></p><p> Given its significant gains, investors might be tempted to believe the low-hanging fruit has already been picked, but nothing could be further from the truth. Many of the trends that have driven NVIDIA's robust growth are just getting started, giving the company asignificant market opportunityahead.</p><p><blockquote>鉴于其巨大的收益，投资者可能会倾向于相信低垂的果实已经被采摘，但事实并非如此。推动英伟达强劲增长的许多趋势才刚刚开始，为该公司带来了巨大的市场机遇。</blockquote></p><p> Let's look at three great reasons to buy NVIDIA stock now.</p><p><blockquote>让我们来看看现在购买 NVIDIA 股票的三个重要理由。</blockquote></p><p> 1. Every cloud has an NVIDIA lining</p><p><blockquote>1.每个云都有一个NVIDIA衬里</blockquote></p><p> The digital transformation has been ongoing for some time, with cloud computing becoming the rule rather than the exception. The pandemic kicked that trend into overdrive, with more companies adopting cloud computing than ever before.</p><p><blockquote>数字化转型已经持续了一段时间，云计算成为规则而不是例外。疫情推动了这一趋势，越来越多的公司采用云计算。</blockquote></p><p> What does that have to do with NVIDIA? The humble GPU has long been the cornerstone of many cloud computing operations. Parallel processing, or the ability to handle a host of complex mathematical computations simultaneously, has made NVIDIA the processor of choice for the world's most sought-after cloud computing providers. This includes industry leaders<b>&nbsp;Amazon</b>'s&nbsp;AWS,<b>Microsoft</b>'s&nbsp;Azure Cloud,<b>Alphabet</b>'s&nbsp;Google Cloud,<b>International Business Machines</b>'&nbsp;IBM Cloud, and<b>Alibaba</b>Cloud -- and those are just the big dogs. There are legions of smaller players that look to NVIDIA for their cloud processing needs as well.</p><p><blockquote>这和英伟达有什么关系？不起眼的GPU长期以来一直是许多云计算操作的基石。并行处理，即同时处理大量复杂数学计算的能力，使英伟达成为世界上最受欢迎的云计算提供商的首选处理器。这包括行业领导者<b>亚马逊</b>AWS，<b>微软</b>Azure云，<b>Alphabet</b>谷歌云，<b>国际商用机器</b>IBM Cloud 和<b>阿里巴巴-SW</b>云——那些只是大狗。有大量较小的玩家也向NVIDIA寻求他们的云处理需求。</blockquote></p><p> 2. You can't spell NVIDIA without AI</p><p><blockquote>2.没有AI就拼不出英伟达</blockquote></p><p> As indispensable as GPUs are in cloud computing, they're equally crucial to the success ofartificial intelligence(AI). It turns out that parallel processing, which is key to rendering lifelike images in video games, is also a workhorse when it comes to the unique challenges of AI. Seems like everyone has been trying to crack the code to developing a dedicated AI processor, but the humble GPU is still the go-to for both researchers and data centers wanting to run AI and other sophisticated algorithms.</p><p><blockquote>尽管GPU在云计算中不可或缺，但它们对人工智能（AI）的成功同样至关重要。事实证明，并行处理是在视频游戏中渲染逼真图像的关键，也是应对人工智能独特挑战的主力。似乎每个人都在试图破解开发专用人工智能处理器的代码，但不起眼的GPU仍然是想要运行人工智能和其他复杂算法的研究人员和数据中心的首选。</blockquote></p><p> NVIDIA's data center segment, which includes processors used in cloud computing, AI, and data centers, has become the company's biggest growth engine. Revenue in the segment grew 125% year over year in 2020, and notched a new record in the fourth quarter as the digital transformation gained steam. There's little doubt that the adoption of AI and cloud computing will only grow from here, and NVIDIA is on the pole position to benefit from these trends.</p><p><blockquote>英伟达的数据中心部门包括用于云计算、人工智能和数据中心的处理器，已成为该公司最大的增长引擎。2020 年，该部门的收入同比增长 125%，并随着数字化转型势头强劲，第四季度创下新纪录。毫无疑问，人工智能和云计算的采用只会从这里开始增长，而英伟达处于从这些趋势中受益的有利位置。</blockquote></p><p> 3. I can see the light</p><p><blockquote>3.我能看到光</blockquote></p><p> With all the focus on forward-looking technology, it's worth mentioning that NVIDIA is still the undisputed leader when it comes to dedicated gaming processors. The company held 82% of the discrete desktop GPU market in the fourth quarter as the hands-down favorite of serious gamers everywhere.</p><p><blockquote>随着所有的焦点都集中在前瞻性技术上，值得一提的是，在专用游戏处理器方面，英伟达仍然是无可争议的领导者。该公司在第四季度占据了独立桌面GPU市场82%的份额，是世界各地严肃游戏玩家的最爱。</blockquote></p><p> When it comes to innovation, NVIDIA is miles ahead of the crowd, and the company isn't taking its foot off the gas. Late last year, NVIDIA introduced its latest line of processors that marked a breakthrough in the rendering of light and shadow. Ray tracing recreates the path light takes in the real world in the digital realm. The technology that accomplishes this<i>in real-time</i>has been elusive, with many calling it the holy grail of gaming. NVIDIA cracked the code, releasing a trio of RTX (ray tracing) processors, which have quickly become the gold standard and provide the most cutting-edge visuals on the market.</p><p><blockquote>在创新方面，英伟达遥遥领先，而且该公司并没有松懈。去年年底，英伟达推出了最新的处理器系列，标志着光影渲染方面的突破。光线追踪在数字领域重现了光在现实世界中的路径。实现这一点的技术<i>实时</i>一直难以捉摸，许多人称之为游戏的圣杯。英伟达破解了密码，发布了三款RTX（光线追踪）处理器，这些处理器迅速成为黄金标准，并提供了市场上最前沿的视觉效果。</blockquote></p><p> Gaming still represents roughly half of NVIDIA's total revenue, and the segment grew 67% year over year in the final quarter of 2020.</p><p><blockquote>游戏业务仍约占 NVIDIA 总收入的一半，2020 年最后一个季度该部门同比增长 67%。</blockquote></p><p> The final tally</p><p><blockquote>最终计数</blockquote></p><p> Fiscal 2021 (ended Jan. 31, 2021) was a record year for NVIDIA. Revenue of $16.68 billion grew 53% year over year, while earnings per share of $6.90 also climbed 53%.</p><p><blockquote>2021财年（截至2021年1月31日）是英伟达创纪录的一年。166.8亿美元的收入同比增长53%，每股收益6.90美元也攀升53%。</blockquote></p><p> The chipmaker isn't resting on its laurels. During the company's investor day earlier this month, it made a number of announcements that foretell a bright future. NVIDIA announced the Grace CPU, which will target the data center market, promising to deliver 10 times the performance of existing CPUs when addressing high-performance workloads and AI. The company also said its line of GPUs designed exclusively forcryptocurrencymining were selling briskly.</p><p><blockquote>这家芯片制造商并没有固步自封。在本月早些时候的投资者日期间，该公司发布了一系列预示光明未来的公告。英伟达宣布了Grace CPU，它将瞄准数据中心市场，承诺在解决高性能工作负载和人工智能时提供现有CPU 10倍的性能。该公司还表示，其专为加密货币挖矿设计的 GPU 系列销售迅速。</blockquote></p><p> Lastly, even after a record year, BMO Capital Markets analyst Ambrish Srivastava estimates that 85% of NVIDIA customers have yet to upgrade to the company's latest generation of processors, leaving plenty of room for growth.</p><p><blockquote>最后，即使在创纪录的一年之后，BMO 资本市场分析师 Ambrish Srivastava 估计，85% 的 NVIDIA 客户尚未升级到该公司最新一代处理器，留下了很大的增长空间。</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>3 Great Reasons to Buy NVIDIA Stock<blockquote>购买 NVIDIA 股票的 3 大理由</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\">\n3 Great Reasons to Buy NVIDIA Stock<blockquote>购买 NVIDIA 股票的 3 大理由</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Motley Fool</strong><span class=\"h-time small\">2021-04-28 20:48</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Even in the face of the pandemic,<b>NVIDIA</b>(NASDAQ:NVDA)was a clear winner, notching gains of 122% in 2020. The company's graphics processing units (GPUs) were front and center for many of the trends that accelerated last year, giving the company a boost in the process. That added to NVIDIA's already impressive performance, with the stock up more than 3,000% in the past decade.</p><p><blockquote>即使面对疫情，<b>英伟达</b>（纳斯达克股票代码：NVDA）是明显的赢家，2020 年涨幅达 122%。该公司的图形处理单元（GPU）是去年加速的许多趋势的前沿和中心，推动了该公司在这一过程中的发展。这为 NVIDIA 本已令人印象深刻的业绩锦上添花，其股价在过去十年中上涨了 3,000% 以上。</blockquote></p><p> Given its significant gains, investors might be tempted to believe the low-hanging fruit has already been picked, but nothing could be further from the truth. Many of the trends that have driven NVIDIA's robust growth are just getting started, giving the company asignificant market opportunityahead.</p><p><blockquote>鉴于其巨大的收益，投资者可能会倾向于相信低垂的果实已经被采摘，但事实并非如此。推动英伟达强劲增长的许多趋势才刚刚开始，为该公司带来了巨大的市场机遇。</blockquote></p><p> Let's look at three great reasons to buy NVIDIA stock now.</p><p><blockquote>让我们来看看现在购买 NVIDIA 股票的三个重要理由。</blockquote></p><p> 1. Every cloud has an NVIDIA lining</p><p><blockquote>1.每个云都有一个NVIDIA衬里</blockquote></p><p> The digital transformation has been ongoing for some time, with cloud computing becoming the rule rather than the exception. The pandemic kicked that trend into overdrive, with more companies adopting cloud computing than ever before.</p><p><blockquote>数字化转型已经持续了一段时间，云计算成为规则而不是例外。疫情推动了这一趋势，越来越多的公司采用云计算。</blockquote></p><p> What does that have to do with NVIDIA? The humble GPU has long been the cornerstone of many cloud computing operations. Parallel processing, or the ability to handle a host of complex mathematical computations simultaneously, has made NVIDIA the processor of choice for the world's most sought-after cloud computing providers. This includes industry leaders<b>&nbsp;Amazon</b>'s&nbsp;AWS,<b>Microsoft</b>'s&nbsp;Azure Cloud,<b>Alphabet</b>'s&nbsp;Google Cloud,<b>International Business Machines</b>'&nbsp;IBM Cloud, and<b>Alibaba</b>Cloud -- and those are just the big dogs. There are legions of smaller players that look to NVIDIA for their cloud processing needs as well.</p><p><blockquote>这和英伟达有什么关系？不起眼的GPU长期以来一直是许多云计算操作的基石。并行处理，即同时处理大量复杂数学计算的能力，使英伟达成为世界上最受欢迎的云计算提供商的首选处理器。这包括行业领导者<b>亚马逊</b>AWS，<b>微软</b>Azure云，<b>Alphabet</b>谷歌云，<b>国际商用机器</b>IBM Cloud 和<b>阿里巴巴-SW</b>云——那些只是大狗。有大量较小的玩家也向NVIDIA寻求他们的云处理需求。</blockquote></p><p> 2. You can't spell NVIDIA without AI</p><p><blockquote>2.没有AI就拼不出英伟达</blockquote></p><p> As indispensable as GPUs are in cloud computing, they're equally crucial to the success ofartificial intelligence(AI). It turns out that parallel processing, which is key to rendering lifelike images in video games, is also a workhorse when it comes to the unique challenges of AI. Seems like everyone has been trying to crack the code to developing a dedicated AI processor, but the humble GPU is still the go-to for both researchers and data centers wanting to run AI and other sophisticated algorithms.</p><p><blockquote>尽管GPU在云计算中不可或缺，但它们对人工智能（AI）的成功同样至关重要。事实证明，并行处理是在视频游戏中渲染逼真图像的关键，也是应对人工智能独特挑战的主力。似乎每个人都在试图破解开发专用人工智能处理器的代码，但不起眼的GPU仍然是想要运行人工智能和其他复杂算法的研究人员和数据中心的首选。</blockquote></p><p> NVIDIA's data center segment, which includes processors used in cloud computing, AI, and data centers, has become the company's biggest growth engine. Revenue in the segment grew 125% year over year in 2020, and notched a new record in the fourth quarter as the digital transformation gained steam. There's little doubt that the adoption of AI and cloud computing will only grow from here, and NVIDIA is on the pole position to benefit from these trends.</p><p><blockquote>英伟达的数据中心部门包括用于云计算、人工智能和数据中心的处理器，已成为该公司最大的增长引擎。2020 年，该部门的收入同比增长 125%，并随着数字化转型势头强劲，第四季度创下新纪录。毫无疑问，人工智能和云计算的采用只会从这里开始增长，而英伟达处于从这些趋势中受益的有利位置。</blockquote></p><p> 3. I can see the light</p><p><blockquote>3.我能看到光</blockquote></p><p> With all the focus on forward-looking technology, it's worth mentioning that NVIDIA is still the undisputed leader when it comes to dedicated gaming processors. The company held 82% of the discrete desktop GPU market in the fourth quarter as the hands-down favorite of serious gamers everywhere.</p><p><blockquote>随着所有的焦点都集中在前瞻性技术上，值得一提的是，在专用游戏处理器方面，英伟达仍然是无可争议的领导者。该公司在第四季度占据了独立桌面GPU市场82%的份额，是世界各地严肃游戏玩家的最爱。</blockquote></p><p> When it comes to innovation, NVIDIA is miles ahead of the crowd, and the company isn't taking its foot off the gas. Late last year, NVIDIA introduced its latest line of processors that marked a breakthrough in the rendering of light and shadow. Ray tracing recreates the path light takes in the real world in the digital realm. The technology that accomplishes this<i>in real-time</i>has been elusive, with many calling it the holy grail of gaming. NVIDIA cracked the code, releasing a trio of RTX (ray tracing) processors, which have quickly become the gold standard and provide the most cutting-edge visuals on the market.</p><p><blockquote>在创新方面，英伟达遥遥领先，而且该公司并没有松懈。去年年底，英伟达推出了最新的处理器系列，标志着光影渲染方面的突破。光线追踪在数字领域重现了光在现实世界中的路径。实现这一点的技术<i>实时</i>一直难以捉摸，许多人称之为游戏的圣杯。英伟达破解了密码，发布了三款RTX（光线追踪）处理器，这些处理器迅速成为黄金标准，并提供了市场上最前沿的视觉效果。</blockquote></p><p> Gaming still represents roughly half of NVIDIA's total revenue, and the segment grew 67% year over year in the final quarter of 2020.</p><p><blockquote>游戏业务仍约占 NVIDIA 总收入的一半，2020 年最后一个季度该部门同比增长 67%。</blockquote></p><p> The final tally</p><p><blockquote>最终计数</blockquote></p><p> Fiscal 2021 (ended Jan. 31, 2021) was a record year for NVIDIA. Revenue of $16.68 billion grew 53% year over year, while earnings per share of $6.90 also climbed 53%.</p><p><blockquote>2021财年（截至2021年1月31日）是英伟达创纪录的一年。166.8亿美元的收入同比增长53%，每股收益6.90美元也攀升53%。</blockquote></p><p> The chipmaker isn't resting on its laurels. During the company's investor day earlier this month, it made a number of announcements that foretell a bright future. NVIDIA announced the Grace CPU, which will target the data center market, promising to deliver 10 times the performance of existing CPUs when addressing high-performance workloads and AI. The company also said its line of GPUs designed exclusively forcryptocurrencymining were selling briskly.</p><p><blockquote>这家芯片制造商并没有固步自封。在本月早些时候的投资者日期间，该公司发布了一系列预示光明未来的公告。英伟达宣布了Grace CPU，它将瞄准数据中心市场，承诺在解决高性能工作负载和人工智能时提供现有CPU 10倍的性能。该公司还表示，其专为加密货币挖矿设计的 GPU 系列销售迅速。</blockquote></p><p> Lastly, even after a record year, BMO Capital Markets analyst Ambrish Srivastava estimates that 85% of NVIDIA customers have yet to upgrade to the company's latest generation of processors, leaving plenty of room for growth.</p><p><blockquote>最后，即使在创纪录的一年之后，BMO 资本市场分析师 Ambrish Srivastava 估计，85% 的 NVIDIA 客户尚未升级到该公司最新一代处理器，留下了很大的增长空间。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.fool.com/investing/2021/04/28/3-great-reasons-to-buy-nvidia-stock/\">Motley Fool</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://www.fool.com/investing/2021/04/28/3-great-reasons-to-buy-nvidia-stock/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1165955880","content_text":"Even in the face of the pandemic,NVIDIA(NASDAQ:NVDA)was a clear winner, notching gains of 122% in 2020. The company's graphics processing units (GPUs) were front and center for many of the trends that accelerated last year, giving the company a boost in the process. That added to NVIDIA's already impressive performance, with the stock up more than 3,000% in the past decade.\nGiven its significant gains, investors might be tempted to believe the low-hanging fruit has already been picked, but nothing could be further from the truth. Many of the trends that have driven NVIDIA's robust growth are just getting started, giving the company asignificant market opportunityahead.\nLet's look at three great reasons to buy NVIDIA stock now.\n1. Every cloud has an NVIDIA lining\nThe digital transformation has been ongoing for some time, with cloud computing becoming the rule rather than the exception. The pandemic kicked that trend into overdrive, with more companies adopting cloud computing than ever before.\nWhat does that have to do with NVIDIA? The humble GPU has long been the cornerstone of many cloud computing operations. Parallel processing, or the ability to handle a host of complex mathematical computations simultaneously, has made NVIDIA the processor of choice for the world's most sought-after cloud computing providers. This includes industry leaders Amazon's AWS,Microsoft's Azure Cloud,Alphabet's Google Cloud,International Business Machines' IBM Cloud, andAlibabaCloud -- and those are just the big dogs. There are legions of smaller players that look to NVIDIA for their cloud processing needs as well.\n2. You can't spell NVIDIA without AI\nAs indispensable as GPUs are in cloud computing, they're equally crucial to the success ofartificial intelligence(AI). It turns out that parallel processing, which is key to rendering lifelike images in video games, is also a workhorse when it comes to the unique challenges of AI. Seems like everyone has been trying to crack the code to developing a dedicated AI processor, but the humble GPU is still the go-to for both researchers and data centers wanting to run AI and other sophisticated algorithms.\nNVIDIA's data center segment, which includes processors used in cloud computing, AI, and data centers, has become the company's biggest growth engine. Revenue in the segment grew 125% year over year in 2020, and notched a new record in the fourth quarter as the digital transformation gained steam. There's little doubt that the adoption of AI and cloud computing will only grow from here, and NVIDIA is on the pole position to benefit from these trends.\n3. I can see the light\nWith all the focus on forward-looking technology, it's worth mentioning that NVIDIA is still the undisputed leader when it comes to dedicated gaming processors. The company held 82% of the discrete desktop GPU market in the fourth quarter as the hands-down favorite of serious gamers everywhere.\nWhen it comes to innovation, NVIDIA is miles ahead of the crowd, and the company isn't taking its foot off the gas. Late last year, NVIDIA introduced its latest line of processors that marked a breakthrough in the rendering of light and shadow. Ray tracing recreates the path light takes in the real world in the digital realm. The technology that accomplishes thisin real-timehas been elusive, with many calling it the holy grail of gaming. NVIDIA cracked the code, releasing a trio of RTX (ray tracing) processors, which have quickly become the gold standard and provide the most cutting-edge visuals on the market.\nGaming still represents roughly half of NVIDIA's total revenue, and the segment grew 67% year over year in the final quarter of 2020.\nThe final tally\nFiscal 2021 (ended Jan. 31, 2021) was a record year for NVIDIA. Revenue of $16.68 billion grew 53% year over year, while earnings per share of $6.90 also climbed 53%.\nThe chipmaker isn't resting on its laurels. During the company's investor day earlier this month, it made a number of announcements that foretell a bright future. NVIDIA announced the Grace CPU, which will target the data center market, promising to deliver 10 times the performance of existing CPUs when addressing high-performance workloads and AI. The company also said its line of GPUs designed exclusively forcryptocurrencymining were selling briskly.\nLastly, even after a record year, BMO Capital Markets analyst Ambrish Srivastava estimates that 85% of NVIDIA customers have yet to upgrade to the company's latest generation of processors, leaving plenty of room for growth.","news_type":1,"symbols_score_info":{"NVDA":0.9}},"isVote":1,"tweetType":1,"viewCount":637,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":100484559,"gmtCreate":1619630886771,"gmtModify":1631889662736,"author":{"id":"3576139360394025","authorId":"3576139360394025","name":"Dill","avatar":"https://static.tigerbbs.com/97995866d2cb07f5c42018ddf862d80d","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576139360394025","idStr":"3576139360394025"},"themes":[],"title":"","htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/100484559","repostId":"1179396069","repostType":2,"repost":{"id":"1179396069","kind":"news","pubTimestamp":1619573853,"share":"https://www.laohunote.com/m/news/1179396069?lang=zh_CN&edition=full","pubTime":"2021-04-28 09:37","market":"us","language":"en","title":"Apple Could Blow the Top Off Earnings—Again. What That Would Mean for the Stock.<blockquote>苹果可能会再次夸大盈利。这对股票意味着什么。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1179396069","media":"Barrons","summary":"Apple has its work cut out for it trying to surpass 2020’s blowout results. The thing is, the tech g","content":"<p>Apple has its work cut out for it trying to surpass 2020’s blowout results. The thing is, the tech giant just might be able to pull it off.</p><p><blockquote>苹果要超越 2020 年的井喷结果，还有很多工作要做。问题是，这家科技巨头或许能够实现这一目标。</blockquote></p><p> The buzz around Apple last year was off the charts, even for what is the buzziest of technology companies. Anticipation of the fall launch of the company’s first 5G phones, surging demand for both Macs and iPads as the pandemic rolled on, and strength in both wearables and services fed off each other. The pieces all came together in the December quarter, when Apple (ticker: AAPL) posted&nbsp;its biggest quarter ever. Sales soared 21% to $111.4 billion, more than $8 billion over the Street consensus. Every product category—iPhone, iPad, Macs, wearables, and services—notched double-digit growth. Apple stock finished the year up 81%, adding nearly $1 trillion to its market cap.</p><p><blockquote>去年围绕苹果的热议是出乎意料的，即使对于最热门的科技公司来说也是如此。预计该公司将于秋季推出首款 5G 手机，随着大流行病的持续，对 Mac 和 iPad 的需求激增，以及可穿戴设备和服务的实力相互促进。所有这些都是在 12 月季度汇集在一起的，当时苹果（股票代码：AAPL）公布了有史以来最大的季度业绩。销售额飙升 21%，达到 1114 亿美元，比华尔街共识高出 80 多亿美元。每个产品类别——iPhone、iPad、Mac、可穿戴设备和服务——都实现了两位数的增长。苹果股价年底上涨 81%，市值增加近 1 万亿美元。</blockquote></p><p> That’s a tough act to follow, particularly with the March quarter, which always slows from the holiday-boosted December quarter. But Apple could pull off the quintuple double again when its results come out after the bell Wednesday. The Street certainly thinks so, even if the market, which has pushed Apple shares up less than 2% in 2021, has been more cautious. Consensus estimates call for double-digit increases from last year across the board: iPhones sales up 43%, to $41.4 billion; iPad sales up 29%, to $5.6 billion; Mac sales of $6.8 billion, up 27%; wearables sales (mostly Apple Watch and AirPods) of $7.4 billion, up 18%; and a 16% bump in services, to $15.5 billion.</p><p><blockquote>这是一个很难跟上的动作，尤其是三月份的季度，与假期提振的十二月份相比，三月份的季度总是放缓。但是当苹果的结果在周三下午公布时，它可能会再次实现五双。华尔街当然这么认为，即使市场更加谨慎，这使得苹果股价在 2021 年上涨了不到 2%。普遍估计看涨期权将比去年全面增长两位数：iPhone 销量增长 43%，达到 414 亿美元；iPad销售额增长29%，达到56亿美元；Mac销售额为68亿美元，增长27%；可穿戴设备（主要是苹果手表和AirPods）销售额74亿美元，增长18%；服务业增长 16%，达到 155 亿美元。</blockquote></p><p> Overall, the Street consensus expects sales of $77 billion, up 32% from a year ago, with profits of 98 cents a share. That would be the fastest top-line growth rate for any Apple quarter since March 2012, when revenues were about half what they are now. And most bullish Apple analysts seem to think their own estimates are too low—a print at $77 billion would likely trigger a selloff in the stock.</p><p><blockquote>总体而言，华尔街共识预计销售额为 770 亿美元，同比增长 32%，每股利润为 98 美分。这将是苹果自 2012 年 3 月以来最快的营收增长率，当时的收入约为现在的一半。大多数看涨的苹果分析师似乎认为他们自己的估计太低了——770亿美元的印刷可能会引发该股的抛售。</blockquote></p><p> Apple is also&nbsp;expected to provide an update on its capital-allocation strategy. A year ago,the company announced a 6% dividend increase, and boosted its stock repurchase plan by $50 billion. Apple has said repeatedly that it is pushing to get to a cash neutral position, but its remarkably big cash flow has slowed progress toward that goal.</p><p><blockquote>预计苹果还将提供其资本配置策略的最新情况。一年前，该公司宣布将股息增加6%，并将股票回购计划增加500亿美元。苹果一再表示，它正在努力实现现金中性立场，但其巨大的现金流减缓了实现这一目标的进展。</blockquote></p><p> As always, the quarter is about more than just earnings.</p><p><blockquote>与往常一样，本季度不仅仅是收益。</blockquote></p><p> For one, the Street will be looking for signs that the sales surge for Macs and iPads is sustainable—and that the company is keeping up with demand despite widespread chip and display shortages. Some investors worry that the spike in PC demand could ebb as more people return to schools and offices. They’ll be looking for company guidance on that point.</p><p><blockquote>首先，华尔街将寻找 Mac 和 iPad 销量激增是可持续的迹象，以及尽管芯片和显示器普遍短缺，但该公司仍在满足需求。一些投资者担心，随着越来越多的人重返学校和办公室，个人电脑需求的激增可能会消退。他们将寻求公司在这方面的指导。</blockquote></p><p> Another is the sustainability of the resurgence in iPhone growth. There were high hopes among bulls that the iPhone 12 would drive a “supercycle” with an accelerated replacement cycle. Several analysts have noted that a clear consumer preference for the high end of the iPhone 12 line is driving up average selling prices, which should support a strong revenue quarter for the segment.</p><p><blockquote>另一个是iPhone增长复苏的可持续性。看涨者对 iPhone 12 寄予厚望，认为它将推动一个 “超级周期”，加速更换周期。几位分析师指出，消费者对 iPhone 12 系列高端产品的明显偏好正在推高平均售价，这应该会支撑该细分市场季度的强劲收入。</blockquote></p><p> “Given the later-than-seasonal launch of new iPhones in the fall of 2020, we believe iPhone demand will experience more favorable year-over-year comparisons this March quarter compared to past years,” writes Monness Crespi Hardt’s Brian White, who sees 47% iPhone revenue growth during the quarter.</p><p><blockquote>Monness Crespi Hardt 的 Brian White 写道：“鉴于 2020 年秋季新款 iPhone 的上市时间晚于季节性，我们相信，与往年相比，今年 3 月季度 iPhone 的需求将出现更有利的同比增长。”他预计本季度 iPhone 的收入将增长 47%。</blockquote></p><p> And if Apple pulls it all together? Apple could crush Street estimates, writes Morgan Stanley analyst Katy Huberty, who has an Overweight rating and a $158 price target on the stock, up 17% from Monday’s close of $134.72. She sees the top line above $80 billion, with all segments growing at least 19% year over year. She is especially bullish on Mac and iPad sales, with estimates far above consensus—53% for Macs and 52% for iPads. She also expects Apple to increase its dividend by 10% and expand its stock repurchase program by $60 billion.</p><p><blockquote>如果苹果把这一切都拉在一起呢？摩根士丹利（Morgan Stanley）分析师凯蒂-休伯蒂（Katy Huberty）写道，苹果可能会打破华尔街的预期。她预计营收将超过 800 亿美元，所有细分市场同比增长至少 19%。她尤其看好 Mac 和 iPad 的销量，预计 Mac 为 53%，iPad 为 52%。她还预计苹果将把股息增加 10%，并将股票回购计划扩大 600 亿美元。</blockquote></p><p> That would certainly qualify as a job well done.</p><p><blockquote>这当然是一项出色的工作。</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>Apple Could Blow the Top Off Earnings—Again. What That Would Mean for the Stock.<blockquote>苹果可能会再次夸大盈利。这对股票意味着什么。</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple Could Blow the Top Off Earnings—Again. What That Would Mean for the Stock.<blockquote>苹果可能会再次夸大盈利。这对股票意味着什么。</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-04-28 09:37</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Apple has its work cut out for it trying to surpass 2020’s blowout results. The thing is, the tech giant just might be able to pull it off.</p><p><blockquote>苹果要超越 2020 年的井喷结果，还有很多工作要做。问题是，这家科技巨头或许能够实现这一目标。</blockquote></p><p> The buzz around Apple last year was off the charts, even for what is the buzziest of technology companies. Anticipation of the fall launch of the company’s first 5G phones, surging demand for both Macs and iPads as the pandemic rolled on, and strength in both wearables and services fed off each other. The pieces all came together in the December quarter, when Apple (ticker: AAPL) posted&nbsp;its biggest quarter ever. Sales soared 21% to $111.4 billion, more than $8 billion over the Street consensus. Every product category—iPhone, iPad, Macs, wearables, and services—notched double-digit growth. Apple stock finished the year up 81%, adding nearly $1 trillion to its market cap.</p><p><blockquote>去年围绕苹果的热议是出乎意料的，即使对于最热门的科技公司来说也是如此。预计该公司将于秋季推出首款 5G 手机，随着大流行病的持续，对 Mac 和 iPad 的需求激增，以及可穿戴设备和服务的实力相互促进。所有这些都是在 12 月季度汇集在一起的，当时苹果（股票代码：AAPL）公布了有史以来最大的季度业绩。销售额飙升 21%，达到 1114 亿美元，比华尔街共识高出 80 多亿美元。每个产品类别——iPhone、iPad、Mac、可穿戴设备和服务——都实现了两位数的增长。苹果股价年底上涨 81%，市值增加近 1 万亿美元。</blockquote></p><p> That’s a tough act to follow, particularly with the March quarter, which always slows from the holiday-boosted December quarter. But Apple could pull off the quintuple double again when its results come out after the bell Wednesday. The Street certainly thinks so, even if the market, which has pushed Apple shares up less than 2% in 2021, has been more cautious. Consensus estimates call for double-digit increases from last year across the board: iPhones sales up 43%, to $41.4 billion; iPad sales up 29%, to $5.6 billion; Mac sales of $6.8 billion, up 27%; wearables sales (mostly Apple Watch and AirPods) of $7.4 billion, up 18%; and a 16% bump in services, to $15.5 billion.</p><p><blockquote>这是一个很难跟上的动作，尤其是三月份的季度，与假期提振的十二月份相比，三月份的季度总是放缓。但是当苹果的结果在周三下午公布时，它可能会再次实现五双。华尔街当然这么认为，即使市场更加谨慎，这使得苹果股价在 2021 年上涨了不到 2%。普遍估计看涨期权将比去年全面增长两位数：iPhone 销量增长 43%，达到 414 亿美元；iPad销售额增长29%，达到56亿美元；Mac销售额为68亿美元，增长27%；可穿戴设备（主要是苹果手表和AirPods）销售额74亿美元，增长18%；服务业增长 16%，达到 155 亿美元。</blockquote></p><p> Overall, the Street consensus expects sales of $77 billion, up 32% from a year ago, with profits of 98 cents a share. That would be the fastest top-line growth rate for any Apple quarter since March 2012, when revenues were about half what they are now. And most bullish Apple analysts seem to think their own estimates are too low—a print at $77 billion would likely trigger a selloff in the stock.</p><p><blockquote>总体而言，华尔街共识预计销售额为 770 亿美元，同比增长 32%，每股利润为 98 美分。这将是苹果自 2012 年 3 月以来最快的营收增长率，当时的收入约为现在的一半。大多数看涨的苹果分析师似乎认为他们自己的估计太低了——770亿美元的印刷可能会引发该股的抛售。</blockquote></p><p> Apple is also&nbsp;expected to provide an update on its capital-allocation strategy. A year ago,the company announced a 6% dividend increase, and boosted its stock repurchase plan by $50 billion. Apple has said repeatedly that it is pushing to get to a cash neutral position, but its remarkably big cash flow has slowed progress toward that goal.</p><p><blockquote>预计苹果还将提供其资本配置策略的最新情况。一年前，该公司宣布将股息增加6%，并将股票回购计划增加500亿美元。苹果一再表示，它正在努力实现现金中性立场，但其巨大的现金流减缓了实现这一目标的进展。</blockquote></p><p> As always, the quarter is about more than just earnings.</p><p><blockquote>与往常一样，本季度不仅仅是收益。</blockquote></p><p> For one, the Street will be looking for signs that the sales surge for Macs and iPads is sustainable—and that the company is keeping up with demand despite widespread chip and display shortages. Some investors worry that the spike in PC demand could ebb as more people return to schools and offices. They’ll be looking for company guidance on that point.</p><p><blockquote>首先，华尔街将寻找 Mac 和 iPad 销量激增是可持续的迹象，以及尽管芯片和显示器普遍短缺，但该公司仍在满足需求。一些投资者担心，随着越来越多的人重返学校和办公室，个人电脑需求的激增可能会消退。他们将寻求公司在这方面的指导。</blockquote></p><p> Another is the sustainability of the resurgence in iPhone growth. There were high hopes among bulls that the iPhone 12 would drive a “supercycle” with an accelerated replacement cycle. Several analysts have noted that a clear consumer preference for the high end of the iPhone 12 line is driving up average selling prices, which should support a strong revenue quarter for the segment.</p><p><blockquote>另一个是iPhone增长复苏的可持续性。看涨者对 iPhone 12 寄予厚望，认为它将推动一个 “超级周期”，加速更换周期。几位分析师指出，消费者对 iPhone 12 系列高端产品的明显偏好正在推高平均售价，这应该会支撑该细分市场季度的强劲收入。</blockquote></p><p> “Given the later-than-seasonal launch of new iPhones in the fall of 2020, we believe iPhone demand will experience more favorable year-over-year comparisons this March quarter compared to past years,” writes Monness Crespi Hardt’s Brian White, who sees 47% iPhone revenue growth during the quarter.</p><p><blockquote>Monness Crespi Hardt 的 Brian White 写道：“鉴于 2020 年秋季新款 iPhone 的上市时间晚于季节性，我们相信，与往年相比，今年 3 月季度 iPhone 的需求将出现更有利的同比增长。”他预计本季度 iPhone 的收入将增长 47%。</blockquote></p><p> And if Apple pulls it all together? Apple could crush Street estimates, writes Morgan Stanley analyst Katy Huberty, who has an Overweight rating and a $158 price target on the stock, up 17% from Monday’s close of $134.72. She sees the top line above $80 billion, with all segments growing at least 19% year over year. She is especially bullish on Mac and iPad sales, with estimates far above consensus—53% for Macs and 52% for iPads. She also expects Apple to increase its dividend by 10% and expand its stock repurchase program by $60 billion.</p><p><blockquote>如果苹果把这一切都拉在一起呢？摩根士丹利（Morgan Stanley）分析师凯蒂-休伯蒂（Katy Huberty）写道，苹果可能会打破华尔街的预期。她预计营收将超过 800 亿美元，所有细分市场同比增长至少 19%。她尤其看好 Mac 和 iPad 的销量，预计 Mac 为 53%，iPad 为 52%。她还预计苹果将把股息增加 10%，并将股票回购计划扩大 600 亿美元。</blockquote></p><p> That would certainly qualify as a job well done.</p><p><blockquote>这当然是一项出色的工作。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/apple-could-blow-the-top-off-earningsagain-what-that-would-mean-for-the-stock-51619495288?mod=hp_DAY_Theme_1_2\">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":{"AAPL":"苹果"},"source_url":"https://www.barrons.com/articles/apple-could-blow-the-top-off-earningsagain-what-that-would-mean-for-the-stock-51619495288?mod=hp_DAY_Theme_1_2","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1179396069","content_text":"Apple has its work cut out for it trying to surpass 2020’s blowout results. The thing is, the tech giant just might be able to pull it off.\nThe buzz around Apple last year was off the charts, even for what is the buzziest of technology companies. Anticipation of the fall launch of the company’s first 5G phones, surging demand for both Macs and iPads as the pandemic rolled on, and strength in both wearables and services fed off each other. The pieces all came together in the December quarter, when Apple (ticker: AAPL) posted its biggest quarter ever. Sales soared 21% to $111.4 billion, more than $8 billion over the Street consensus. Every product category—iPhone, iPad, Macs, wearables, and services—notched double-digit growth. Apple stock finished the year up 81%, adding nearly $1 trillion to its market cap.\nThat’s a tough act to follow, particularly with the March quarter, which always slows from the holiday-boosted December quarter. But Apple could pull off the quintuple double again when its results come out after the bell Wednesday. The Street certainly thinks so, even if the market, which has pushed Apple shares up less than 2% in 2021, has been more cautious. Consensus estimates call for double-digit increases from last year across the board: iPhones sales up 43%, to $41.4 billion; iPad sales up 29%, to $5.6 billion; Mac sales of $6.8 billion, up 27%; wearables sales (mostly Apple Watch and AirPods) of $7.4 billion, up 18%; and a 16% bump in services, to $15.5 billion.\nOverall, the Street consensus expects sales of $77 billion, up 32% from a year ago, with profits of 98 cents a share. That would be the fastest top-line growth rate for any Apple quarter since March 2012, when revenues were about half what they are now. And most bullish Apple analysts seem to think their own estimates are too low—a print at $77 billion would likely trigger a selloff in the stock.\nApple is also expected to provide an update on its capital-allocation strategy. A year ago,the company announced a 6% dividend increase, and boosted its stock repurchase plan by $50 billion. Apple has said repeatedly that it is pushing to get to a cash neutral position, but its remarkably big cash flow has slowed progress toward that goal.\nAs always, the quarter is about more than just earnings.\nFor one, the Street will be looking for signs that the sales surge for Macs and iPads is sustainable—and that the company is keeping up with demand despite widespread chip and display shortages. Some investors worry that the spike in PC demand could ebb as more people return to schools and offices. They’ll be looking for company guidance on that point.\nAnother is the sustainability of the resurgence in iPhone growth. There were high hopes among bulls that the iPhone 12 would drive a “supercycle” with an accelerated replacement cycle. Several analysts have noted that a clear consumer preference for the high end of the iPhone 12 line is driving up average selling prices, which should support a strong revenue quarter for the segment.\n“Given the later-than-seasonal launch of new iPhones in the fall of 2020, we believe iPhone demand will experience more favorable year-over-year comparisons this March quarter compared to past years,” writes Monness Crespi Hardt’s Brian White, who sees 47% iPhone revenue growth during the quarter.\nAnd if Apple pulls it all together? Apple could crush Street estimates, writes Morgan Stanley analyst Katy Huberty, who has an Overweight rating and a $158 price target on the stock, up 17% from Monday’s close of $134.72. She sees the top line above $80 billion, with all segments growing at least 19% year over year. She is especially bullish on Mac and iPad sales, with estimates far above consensus—53% for Macs and 52% for iPads. 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href=\"https://laohu8.com/S/AMD\">$AMD(AMD)$</a>😭","text":"$AMD(AMD)$😭","images":[{"img":"https://static.tigerbbs.com/68cb4e03d42dc72cd4c5c219c58e4cc1","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/354799712","isVote":1,"tweetType":1,"viewCount":687,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":364095070,"gmtCreate":1614783941890,"gmtModify":1703481124458,"author":{"id":"3576139360394025","authorId":"3576139360394025","name":"Dill","avatar":"https://static.tigerbbs.com/97995866d2cb07f5c42018ddf862d80d","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576139360394025","idStr":"3576139360394025"},"themes":[],"title":"","htmlText":"Sale time","listText":"Sale time","text":"Sale time","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/364095070","repostId":"1130537334","repostType":4,"repost":{"id":"1130537334","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1614782065,"share":"https://www.laohunote.com/m/news/1130537334?lang=zh_CN&edition=full","pubTime":"2021-03-03 22:34","market":"us","language":"en","title":"U.S. stocks open lower on Wednesday; Dow down 0.11%<blockquote>美国股市周三低开；道琼斯指数下跌0.11%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1130537334","media":"老虎资讯综合","summary":"(March 3) Wall Street's main indexes opened lower on Wednesday as disappointing private employment d","content":"<p>(March 3)&nbsp;Wall Street's main indexes opened lower on Wednesday as disappointing private employment data for February dampened enthusiasm over a quick economic rebound fueled by a swift rollout of COVID-19 vaccines.</p><p><blockquote>（3月3日）华尔街主要股指周三开盘走低，2月份私人就业数据令人失望，打击了人们对新冠肺炎疫苗迅速推出推动的经济快速反弹的热情。</blockquote></p><p>The Dow fell 0.11%, the S&amp;P 500 dropped 0.12%, and the Nasdaq Composite retreated 0.14%.</p><p><blockquote>道琼斯指数下跌0.11%，标普500指数下跌0.12%，纳斯达克综合指数下跌0.14%。</blockquote></p><p><img src=\"https://static.tigerbbs.com/f98e844edb04216bd6ef160e1ddfc0f5\" tg-width=\"1242\" tg-height=\"569\" referrerpolicy=\"no-referrer\"></p><p><blockquote></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>U.S. stocks open lower on Wednesday; Dow down 0.11%<blockquote>美国股市周三低开；道琼斯指数下跌0.11%</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; 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class=\"h-time smaller\">2021-03-03 22:34</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>(March 3)&nbsp;Wall Street's main indexes opened lower on Wednesday as disappointing private employment data for February dampened enthusiasm over a quick economic rebound fueled by a swift rollout of COVID-19 vaccines.</p><p><blockquote>（3月3日）华尔街主要股指周三开盘走低，2月份私人就业数据令人失望，打击了人们对新冠肺炎疫苗迅速推出推动的经济快速反弹的热情。</blockquote></p><p>The Dow fell 0.11%, the S&amp;P 500 dropped 0.12%, and the Nasdaq Composite retreated 0.14%.</p><p><blockquote>道琼斯指数下跌0.11%，标普500指数下跌0.12%，纳斯达克综合指数下跌0.14%。</blockquote></p><p><img src=\"https://static.tigerbbs.com/f98e844edb04216bd6ef160e1ddfc0f5\" tg-width=\"1242\" tg-height=\"569\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SPY":"标普500ETF",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 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well","images":[{"img":"https://static.tigerbbs.com/3264975db90f0dd7438296c109019150","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/162704695","isVote":1,"tweetType":1,"viewCount":1968,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":163833082,"gmtCreate":1623867098446,"gmtModify":1631885075533,"author":{"id":"3576139360394025","authorId":"3576139360394025","name":"Dill","avatar":"https://static.tigerbbs.com/97995866d2cb07f5c42018ddf862d80d","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576139360394025","idStr":"3576139360394025"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/DIS\">$Walt Disney(DIS)$</a>long term hold","listText":"<a href=\"https://laohu8.com/S/DIS\">$Walt Disney(DIS)$</a>long term hold","text":"$Walt Disney(DIS)$long term hold","images":[{"img":"https://static.tigerbbs.com/ecc8a4d8f60ce45361b9ec64d0714558","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/163833082","isVote":1,"tweetType":1,"viewCount":2227,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":100484559,"gmtCreate":1619630886771,"gmtModify":1631889662736,"author":{"id":"3576139360394025","authorId":"3576139360394025","name":"Dill","avatar":"https://static.tigerbbs.com/97995866d2cb07f5c42018ddf862d80d","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576139360394025","idStr":"3576139360394025"},"themes":[],"title":"","htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/100484559","repostId":"1179396069","repostType":2,"repost":{"id":"1179396069","kind":"news","pubTimestamp":1619573853,"share":"https://www.laohunote.com/m/news/1179396069?lang=zh_CN&edition=full","pubTime":"2021-04-28 09:37","market":"us","language":"en","title":"Apple Could Blow the Top Off Earnings—Again. What That Would Mean for the Stock.<blockquote>苹果可能会再次夸大盈利。这对股票意味着什么。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1179396069","media":"Barrons","summary":"Apple has its work cut out for it trying to surpass 2020’s blowout results. The thing is, the tech g","content":"<p>Apple has its work cut out for it trying to surpass 2020’s blowout results. The thing is, the tech giant just might be able to pull it off.</p><p><blockquote>苹果要超越 2020 年的井喷结果，还有很多工作要做。问题是，这家科技巨头或许能够实现这一目标。</blockquote></p><p> The buzz around Apple last year was off the charts, even for what is the buzziest of technology companies. Anticipation of the fall launch of the company’s first 5G phones, surging demand for both Macs and iPads as the pandemic rolled on, and strength in both wearables and services fed off each other. The pieces all came together in the December quarter, when Apple (ticker: AAPL) posted&nbsp;its biggest quarter ever. Sales soared 21% to $111.4 billion, more than $8 billion over the Street consensus. Every product category—iPhone, iPad, Macs, wearables, and services—notched double-digit growth. Apple stock finished the year up 81%, adding nearly $1 trillion to its market cap.</p><p><blockquote>去年围绕苹果的热议是出乎意料的，即使对于最热门的科技公司来说也是如此。预计该公司将于秋季推出首款 5G 手机，随着大流行病的持续，对 Mac 和 iPad 的需求激增，以及可穿戴设备和服务的实力相互促进。所有这些都是在 12 月季度汇集在一起的，当时苹果（股票代码：AAPL）公布了有史以来最大的季度业绩。销售额飙升 21%，达到 1114 亿美元，比华尔街共识高出 80 多亿美元。每个产品类别——iPhone、iPad、Mac、可穿戴设备和服务——都实现了两位数的增长。苹果股价年底上涨 81%，市值增加近 1 万亿美元。</blockquote></p><p> That’s a tough act to follow, particularly with the March quarter, which always slows from the holiday-boosted December quarter. But Apple could pull off the quintuple double again when its results come out after the bell Wednesday. The Street certainly thinks so, even if the market, which has pushed Apple shares up less than 2% in 2021, has been more cautious. Consensus estimates call for double-digit increases from last year across the board: iPhones sales up 43%, to $41.4 billion; iPad sales up 29%, to $5.6 billion; Mac sales of $6.8 billion, up 27%; wearables sales (mostly Apple Watch and AirPods) of $7.4 billion, up 18%; and a 16% bump in services, to $15.5 billion.</p><p><blockquote>这是一个很难跟上的动作，尤其是三月份的季度，与假期提振的十二月份相比，三月份的季度总是放缓。但是当苹果的结果在周三下午公布时，它可能会再次实现五双。华尔街当然这么认为，即使市场更加谨慎，这使得苹果股价在 2021 年上涨了不到 2%。普遍估计看涨期权将比去年全面增长两位数：iPhone 销量增长 43%，达到 414 亿美元；iPad销售额增长29%，达到56亿美元；Mac销售额为68亿美元，增长27%；可穿戴设备（主要是苹果手表和AirPods）销售额74亿美元，增长18%；服务业增长 16%，达到 155 亿美元。</blockquote></p><p> Overall, the Street consensus expects sales of $77 billion, up 32% from a year ago, with profits of 98 cents a share. That would be the fastest top-line growth rate for any Apple quarter since March 2012, when revenues were about half what they are now. And most bullish Apple analysts seem to think their own estimates are too low—a print at $77 billion would likely trigger a selloff in the stock.</p><p><blockquote>总体而言，华尔街共识预计销售额为 770 亿美元，同比增长 32%，每股利润为 98 美分。这将是苹果自 2012 年 3 月以来最快的营收增长率，当时的收入约为现在的一半。大多数看涨的苹果分析师似乎认为他们自己的估计太低了——770亿美元的印刷可能会引发该股的抛售。</blockquote></p><p> Apple is also&nbsp;expected to provide an update on its capital-allocation strategy. A year ago,the company announced a 6% dividend increase, and boosted its stock repurchase plan by $50 billion. Apple has said repeatedly that it is pushing to get to a cash neutral position, but its remarkably big cash flow has slowed progress toward that goal.</p><p><blockquote>预计苹果还将提供其资本配置策略的最新情况。一年前，该公司宣布将股息增加6%，并将股票回购计划增加500亿美元。苹果一再表示，它正在努力实现现金中性立场，但其巨大的现金流减缓了实现这一目标的进展。</blockquote></p><p> As always, the quarter is about more than just earnings.</p><p><blockquote>与往常一样，本季度不仅仅是收益。</blockquote></p><p> For one, the Street will be looking for signs that the sales surge for Macs and iPads is sustainable—and that the company is keeping up with demand despite widespread chip and display shortages. Some investors worry that the spike in PC demand could ebb as more people return to schools and offices. They’ll be looking for company guidance on that point.</p><p><blockquote>首先，华尔街将寻找 Mac 和 iPad 销量激增是可持续的迹象，以及尽管芯片和显示器普遍短缺，但该公司仍在满足需求。一些投资者担心，随着越来越多的人重返学校和办公室，个人电脑需求的激增可能会消退。他们将寻求公司在这方面的指导。</blockquote></p><p> Another is the sustainability of the resurgence in iPhone growth. There were high hopes among bulls that the iPhone 12 would drive a “supercycle” with an accelerated replacement cycle. Several analysts have noted that a clear consumer preference for the high end of the iPhone 12 line is driving up average selling prices, which should support a strong revenue quarter for the segment.</p><p><blockquote>另一个是iPhone增长复苏的可持续性。看涨者对 iPhone 12 寄予厚望，认为它将推动一个 “超级周期”，加速更换周期。几位分析师指出，消费者对 iPhone 12 系列高端产品的明显偏好正在推高平均售价，这应该会支撑该细分市场季度的强劲收入。</blockquote></p><p> “Given the later-than-seasonal launch of new iPhones in the fall of 2020, we believe iPhone demand will experience more favorable year-over-year comparisons this March quarter compared to past years,” writes Monness Crespi Hardt’s Brian White, who sees 47% iPhone revenue growth during the quarter.</p><p><blockquote>Monness Crespi Hardt 的 Brian White 写道：“鉴于 2020 年秋季新款 iPhone 的上市时间晚于季节性，我们相信，与往年相比，今年 3 月季度 iPhone 的需求将出现更有利的同比增长。”他预计本季度 iPhone 的收入将增长 47%。</blockquote></p><p> And if Apple pulls it all together? Apple could crush Street estimates, writes Morgan Stanley analyst Katy Huberty, who has an Overweight rating and a $158 price target on the stock, up 17% from Monday’s close of $134.72. She sees the top line above $80 billion, with all segments growing at least 19% year over year. She is especially bullish on Mac and iPad sales, with estimates far above consensus—53% for Macs and 52% for iPads. She also expects Apple to increase its dividend by 10% and expand its stock repurchase program by $60 billion.</p><p><blockquote>如果苹果把这一切都拉在一起呢？摩根士丹利（Morgan Stanley）分析师凯蒂-休伯蒂（Katy Huberty）写道，苹果可能会打破华尔街的预期。她预计营收将超过 800 亿美元，所有细分市场同比增长至少 19%。她尤其看好 Mac 和 iPad 的销量，预计 Mac 为 53%，iPad 为 52%。她还预计苹果将把股息增加 10%，并将股票回购计划扩大 600 亿美元。</blockquote></p><p> That would certainly qualify as a job well done.</p><p><blockquote>这当然是一项出色的工作。</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>Apple Could Blow the Top Off Earnings—Again. What That Would Mean for the Stock.<blockquote>苹果可能会再次夸大盈利。这对股票意味着什么。</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple Could Blow the Top Off Earnings—Again. What That Would Mean for the Stock.<blockquote>苹果可能会再次夸大盈利。这对股票意味着什么。</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-04-28 09:37</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Apple has its work cut out for it trying to surpass 2020’s blowout results. The thing is, the tech giant just might be able to pull it off.</p><p><blockquote>苹果要超越 2020 年的井喷结果，还有很多工作要做。问题是，这家科技巨头或许能够实现这一目标。</blockquote></p><p> The buzz around Apple last year was off the charts, even for what is the buzziest of technology companies. Anticipation of the fall launch of the company’s first 5G phones, surging demand for both Macs and iPads as the pandemic rolled on, and strength in both wearables and services fed off each other. The pieces all came together in the December quarter, when Apple (ticker: AAPL) posted&nbsp;its biggest quarter ever. Sales soared 21% to $111.4 billion, more than $8 billion over the Street consensus. Every product category—iPhone, iPad, Macs, wearables, and services—notched double-digit growth. Apple stock finished the year up 81%, adding nearly $1 trillion to its market cap.</p><p><blockquote>去年围绕苹果的热议是出乎意料的，即使对于最热门的科技公司来说也是如此。预计该公司将于秋季推出首款 5G 手机，随着大流行病的持续，对 Mac 和 iPad 的需求激增，以及可穿戴设备和服务的实力相互促进。所有这些都是在 12 月季度汇集在一起的，当时苹果（股票代码：AAPL）公布了有史以来最大的季度业绩。销售额飙升 21%，达到 1114 亿美元，比华尔街共识高出 80 多亿美元。每个产品类别——iPhone、iPad、Mac、可穿戴设备和服务——都实现了两位数的增长。苹果股价年底上涨 81%，市值增加近 1 万亿美元。</blockquote></p><p> That’s a tough act to follow, particularly with the March quarter, which always slows from the holiday-boosted December quarter. But Apple could pull off the quintuple double again when its results come out after the bell Wednesday. The Street certainly thinks so, even if the market, which has pushed Apple shares up less than 2% in 2021, has been more cautious. Consensus estimates call for double-digit increases from last year across the board: iPhones sales up 43%, to $41.4 billion; iPad sales up 29%, to $5.6 billion; Mac sales of $6.8 billion, up 27%; wearables sales (mostly Apple Watch and AirPods) of $7.4 billion, up 18%; and a 16% bump in services, to $15.5 billion.</p><p><blockquote>这是一个很难跟上的动作，尤其是三月份的季度，与假期提振的十二月份相比，三月份的季度总是放缓。但是当苹果的结果在周三下午公布时，它可能会再次实现五双。华尔街当然这么认为，即使市场更加谨慎，这使得苹果股价在 2021 年上涨了不到 2%。普遍估计看涨期权将比去年全面增长两位数：iPhone 销量增长 43%，达到 414 亿美元；iPad销售额增长29%，达到56亿美元；Mac销售额为68亿美元，增长27%；可穿戴设备（主要是苹果手表和AirPods）销售额74亿美元，增长18%；服务业增长 16%，达到 155 亿美元。</blockquote></p><p> Overall, the Street consensus expects sales of $77 billion, up 32% from a year ago, with profits of 98 cents a share. That would be the fastest top-line growth rate for any Apple quarter since March 2012, when revenues were about half what they are now. And most bullish Apple analysts seem to think their own estimates are too low—a print at $77 billion would likely trigger a selloff in the stock.</p><p><blockquote>总体而言，华尔街共识预计销售额为 770 亿美元，同比增长 32%，每股利润为 98 美分。这将是苹果自 2012 年 3 月以来最快的营收增长率，当时的收入约为现在的一半。大多数看涨的苹果分析师似乎认为他们自己的估计太低了——770亿美元的印刷可能会引发该股的抛售。</blockquote></p><p> Apple is also&nbsp;expected to provide an update on its capital-allocation strategy. A year ago,the company announced a 6% dividend increase, and boosted its stock repurchase plan by $50 billion. Apple has said repeatedly that it is pushing to get to a cash neutral position, but its remarkably big cash flow has slowed progress toward that goal.</p><p><blockquote>预计苹果还将提供其资本配置策略的最新情况。一年前，该公司宣布将股息增加6%，并将股票回购计划增加500亿美元。苹果一再表示，它正在努力实现现金中性立场，但其巨大的现金流减缓了实现这一目标的进展。</blockquote></p><p> As always, the quarter is about more than just earnings.</p><p><blockquote>与往常一样，本季度不仅仅是收益。</blockquote></p><p> For one, the Street will be looking for signs that the sales surge for Macs and iPads is sustainable—and that the company is keeping up with demand despite widespread chip and display shortages. Some investors worry that the spike in PC demand could ebb as more people return to schools and offices. They’ll be looking for company guidance on that point.</p><p><blockquote>首先，华尔街将寻找 Mac 和 iPad 销量激增是可持续的迹象，以及尽管芯片和显示器普遍短缺，但该公司仍在满足需求。一些投资者担心，随着越来越多的人重返学校和办公室，个人电脑需求的激增可能会消退。他们将寻求公司在这方面的指导。</blockquote></p><p> Another is the sustainability of the resurgence in iPhone growth. There were high hopes among bulls that the iPhone 12 would drive a “supercycle” with an accelerated replacement cycle. Several analysts have noted that a clear consumer preference for the high end of the iPhone 12 line is driving up average selling prices, which should support a strong revenue quarter for the segment.</p><p><blockquote>另一个是iPhone增长复苏的可持续性。看涨者对 iPhone 12 寄予厚望，认为它将推动一个 “超级周期”，加速更换周期。几位分析师指出，消费者对 iPhone 12 系列高端产品的明显偏好正在推高平均售价，这应该会支撑该细分市场季度的强劲收入。</blockquote></p><p> “Given the later-than-seasonal launch of new iPhones in the fall of 2020, we believe iPhone demand will experience more favorable year-over-year comparisons this March quarter compared to past years,” writes Monness Crespi Hardt’s Brian White, who sees 47% iPhone revenue growth during the quarter.</p><p><blockquote>Monness Crespi Hardt 的 Brian White 写道：“鉴于 2020 年秋季新款 iPhone 的上市时间晚于季节性，我们相信，与往年相比，今年 3 月季度 iPhone 的需求将出现更有利的同比增长。”他预计本季度 iPhone 的收入将增长 47%。</blockquote></p><p> And if Apple pulls it all together? Apple could crush Street estimates, writes Morgan Stanley analyst Katy Huberty, who has an Overweight rating and a $158 price target on the stock, up 17% from Monday’s close of $134.72. She sees the top line above $80 billion, with all segments growing at least 19% year over year. She is especially bullish on Mac and iPad sales, with estimates far above consensus—53% for Macs and 52% for iPads. She also expects Apple to increase its dividend by 10% and expand its stock repurchase program by $60 billion.</p><p><blockquote>如果苹果把这一切都拉在一起呢？摩根士丹利（Morgan Stanley）分析师凯蒂-休伯蒂（Katy Huberty）写道，苹果可能会打破华尔街的预期。她预计营收将超过 800 亿美元，所有细分市场同比增长至少 19%。她尤其看好 Mac 和 iPad 的销量，预计 Mac 为 53%，iPad 为 52%。她还预计苹果将把股息增加 10%，并将股票回购计划扩大 600 亿美元。</blockquote></p><p> That would certainly qualify as a job well done.</p><p><blockquote>这当然是一项出色的工作。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/apple-could-blow-the-top-off-earningsagain-what-that-would-mean-for-the-stock-51619495288?mod=hp_DAY_Theme_1_2\">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":{"AAPL":"苹果"},"source_url":"https://www.barrons.com/articles/apple-could-blow-the-top-off-earningsagain-what-that-would-mean-for-the-stock-51619495288?mod=hp_DAY_Theme_1_2","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1179396069","content_text":"Apple has its work cut out for it trying to surpass 2020’s blowout results. The thing is, the tech giant just might be able to pull it off.\nThe buzz around Apple last year was off the charts, even for what is the buzziest of technology companies. Anticipation of the fall launch of the company’s first 5G phones, surging demand for both Macs and iPads as the pandemic rolled on, and strength in both wearables and services fed off each other. The pieces all came together in the December quarter, when Apple (ticker: AAPL) posted its biggest quarter ever. Sales soared 21% to $111.4 billion, more than $8 billion over the Street consensus. Every product category—iPhone, iPad, Macs, wearables, and services—notched double-digit growth. Apple stock finished the year up 81%, adding nearly $1 trillion to its market cap.\nThat’s a tough act to follow, particularly with the March quarter, which always slows from the holiday-boosted December quarter. But Apple could pull off the quintuple double again when its results come out after the bell Wednesday. The Street certainly thinks so, even if the market, which has pushed Apple shares up less than 2% in 2021, has been more cautious. Consensus estimates call for double-digit increases from last year across the board: iPhones sales up 43%, to $41.4 billion; iPad sales up 29%, to $5.6 billion; Mac sales of $6.8 billion, up 27%; wearables sales (mostly Apple Watch and AirPods) of $7.4 billion, up 18%; and a 16% bump in services, to $15.5 billion.\nOverall, the Street consensus expects sales of $77 billion, up 32% from a year ago, with profits of 98 cents a share. That would be the fastest top-line growth rate for any Apple quarter since March 2012, when revenues were about half what they are now. And most bullish Apple analysts seem to think their own estimates are too low—a print at $77 billion would likely trigger a selloff in the stock.\nApple is also expected to provide an update on its capital-allocation strategy. A year ago,the company announced a 6% dividend increase, and boosted its stock repurchase plan by $50 billion. Apple has said repeatedly that it is pushing to get to a cash neutral position, but its remarkably big cash flow has slowed progress toward that goal.\nAs always, the quarter is about more than just earnings.\nFor one, the Street will be looking for signs that the sales surge for Macs and iPads is sustainable—and that the company is keeping up with demand despite widespread chip and display shortages. Some investors worry that the spike in PC demand could ebb as more people return to schools and offices. They’ll be looking for company guidance on that point.\nAnother is the sustainability of the resurgence in iPhone growth. There were high hopes among bulls that the iPhone 12 would drive a “supercycle” with an accelerated replacement cycle. Several analysts have noted that a clear consumer preference for the high end of the iPhone 12 line is driving up average selling prices, which should support a strong revenue quarter for the segment.\n“Given the later-than-seasonal launch of new iPhones in the fall of 2020, we believe iPhone demand will experience more favorable year-over-year comparisons this March quarter compared to past years,” writes Monness Crespi Hardt’s Brian White, who sees 47% iPhone revenue growth during the quarter.\nAnd if Apple pulls it all together? Apple could crush Street estimates, writes Morgan Stanley analyst Katy Huberty, who has an Overweight rating and a $158 price target on the stock, up 17% from Monday’s close of $134.72. She sees the top line above $80 billion, with all segments growing at least 19% year over year. She is especially bullish on Mac and iPad sales, with estimates far above consensus—53% for Macs and 52% for iPads. She also expects Apple to increase its dividend by 10% and expand its stock repurchase program by $60 billion.\nThat would certainly qualify as a job well done.","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":728,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":346306819,"gmtCreate":1617985679931,"gmtModify":1634295354056,"author":{"id":"3576139360394025","authorId":"3576139360394025","name":"Dill","avatar":"https://static.tigerbbs.com/97995866d2cb07f5c42018ddf862d80d","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576139360394025","idStr":"3576139360394025"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/AAPL\">$Apple(AAPL)$</a>🌿","listText":"<a href=\"https://laohu8.com/S/AAPL\">$Apple(AAPL)$</a>🌿","text":"$Apple(AAPL)$🌿","images":[{"img":"https://static.tigerbbs.com/4947a9522936b70e26945d931f4ae3de","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/346306819","isVote":1,"tweetType":1,"viewCount":431,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"lives":[]}