2ff9c42e的个人主页 - 老虎社区

2ff9c42e

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155关注

8粉丝

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0勋章

2022-03-26

$Amazon.com(AMZN)$Nice

2022-02-02

2022-02-02

$Meta Platforms, Inc.(FB)$^^

2022-02-02

$Alphabet(GOOG)$^^

2022-02-02

$Veeva(VEEV)$^^

2022-02-01

$Microsoft(MSFT)$Lol

2022-01-31

$Grab Holdings(GRAB)$what's going on?

2022-01-18

$Grab Holdings(GRAB)$What will happen

2021-12-28

$Microsoft(MSFT)$Up!

2021-12-28

$NVIDIA Corp(NVDA)$Up! ^^

2021-12-28

$Meta Platforms, Inc.(FB)$I like facebook. ^^

2021-12-24

$Grab Holdings(GRAB)$All the way. :)

2021-12-16

Meta all the way

2021-10-25

Ok

抱歉，原内容已删除

2021-10-25

Ok

抱歉，原内容已删除

2021-08-19

$Lion-OSPL China L S$(YYY.SI)$Wasted $10 so far includive of $2 fee. Bought from ocbc atm.

2021-08-15

Ok

Why Regulatory Risk Is A Silver Lining For Apple And Google<blockquote>为什么监管风险是苹果和谷歌的一线希望</blockquote>

2021-07-24

I see

抱歉，原内容已删除

2021-07-12

Like

抱歉，原内容已删除

2021-07-11

It doesn't matter. Apple is still great.

抱歉，原内容已删除

去老虎APP查看更多动态

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href=\"https://laohu8.com/S/VEEV\">$Veeva(VEEV)$</a>^^","text":"$Veeva(VEEV)$^^","images":[{"img":"https://static.tigerbbs.com/54abf8a3f42c98ac3064193679323ca4","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/633381774","isVote":1,"tweetType":1,"viewCount":3071,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":633976005,"gmtCreate":1643720116585,"gmtModify":1643720116759,"author":{"id":"3582137270826241","authorId":"3582137270826241","name":"2ff9c42e","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582137270826241","authorIdStr":"3582137270826241"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/MSFT\">$Microsoft(MSFT)$</a>Lol","listText":"<a 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Holdings(GRAB)$</a>what's going on?&nbsp;","text":"$Grab Holdings(GRAB)$what's going on?","images":[{"img":"https://static.tigerbbs.com/7f2e7973c845b8139b44144597a460b0","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/633996906","isVote":1,"tweetType":1,"viewCount":2962,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":697274089,"gmtCreate":1642505741241,"gmtModify":1642505741398,"author":{"id":"3582137270826241","authorId":"3582137270826241","name":"2ff9c42e","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582137270826241","authorIdStr":"3582137270826241"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/GRAB\">$Grab Holdings(GRAB)$</a>What will happen","listText":"<a href=\"https://laohu8.com/S/GRAB\">$Grab Holdings(GRAB)$</a>What will happen","text":"$Grab Holdings(GRAB)$What will happen","images":[{"img":"https://static.tigerbbs.com/bed6797c5137d6d8bbeee3445f6ae8c6","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/697274089","isVote":1,"tweetType":1,"viewCount":4024,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":696184730,"gmtCreate":1640650748825,"gmtModify":1640650748967,"author":{"id":"3582137270826241","authorId":"3582137270826241","name":"2ff9c42e","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582137270826241","authorIdStr":"3582137270826241"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/MSFT\">$Microsoft(MSFT)$</a>Up!&nbsp;","listText":"<a 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Corp(NVDA)$</a>Up! ^^","text":"$NVIDIA Corp(NVDA)$Up! ^^","images":[{"img":"https://static.tigerbbs.com/221d91c083935cef225f571385ce85d3","width":"1440","height":"2560"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/696186185","isVote":1,"tweetType":1,"viewCount":4219,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":696105942,"gmtCreate":1640645812912,"gmtModify":1640645813016,"author":{"id":"3582137270826241","authorId":"3582137270826241","name":"2ff9c42e","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582137270826241","authorIdStr":"3582137270826241"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/FB\">$Meta Platforms, Inc.(FB)$</a>I like facebook. ^^&nbsp;","listText":"<a href=\"https://laohu8.com/S/FB\">$Meta Platforms, Inc.(FB)$</a>I like facebook. ^^&nbsp;","text":"$Meta Platforms, Inc.(FB)$I like facebook. ^^","images":[{"img":"https://static.tigerbbs.com/000aa119f87791b2489fc283bdb56ca4","width":"1440","height":"2560"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/696105942","isVote":1,"tweetType":1,"viewCount":1065,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":698360373,"gmtCreate":1640306299894,"gmtModify":1640306300303,"author":{"id":"3582137270826241","authorId":"3582137270826241","name":"2ff9c42e","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582137270826241","authorIdStr":"3582137270826241"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/GRAB\">$Grab Holdings(GRAB)$</a>All the way. :)&nbsp;","listText":"<a href=\"https://laohu8.com/S/GRAB\">$Grab Holdings(GRAB)$</a>All the way. :)&nbsp;","text":"$Grab Holdings(GRAB)$All the way. :)","images":[{"img":"https://static.tigerbbs.com/e8d9d628b57db2c9fc943262e9b739a5","width":"1440","height":"2560"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/698360373","isVote":1,"tweetType":1,"viewCount":889,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":690170690,"gmtCreate":1639650132281,"gmtModify":1639650184047,"author":{"id":"3582137270826241","authorId":"3582137270826241","name":"2ff9c42e","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582137270826241","authorIdStr":"3582137270826241"},"themes":[],"title":"","htmlText":"Meta all the way","listText":"Meta all the way","text":"Meta all the way","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/690170690","isVote":1,"tweetType":1,"viewCount":1589,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":858797944,"gmtCreate":1635121254030,"gmtModify":1635121254229,"author":{"id":"3582137270826241","authorId":"3582137270826241","name":"2ff9c42e","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582137270826241","authorIdStr":"3582137270826241"},"themes":[],"title":"","htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/858797944","repostId":"2178808449","repostType":4,"isVote":1,"tweetType":1,"viewCount":779,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":858794549,"gmtCreate":1635121235519,"gmtModify":1635121235674,"author":{"id":"3582137270826241","authorId":"3582137270826241","name":"2ff9c42e","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582137270826241","authorIdStr":"3582137270826241"},"themes":[],"title":"","htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/858794549","repostId":"1159806003","repostType":4,"isVote":1,"tweetType":1,"viewCount":1075,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":838399880,"gmtCreate":1629371640440,"gmtModify":1631888768273,"author":{"id":"3582137270826241","authorId":"3582137270826241","name":"2ff9c42e","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582137270826241","authorIdStr":"3582137270826241"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/YYY.SI\">$Lion-OSPL China L S$(YYY.SI)$</a>Wasted $10 so far includive of $2 fee.&nbsp;Bought from ocbc atm.&nbsp;","listText":"<a href=\"https://laohu8.com/S/YYY.SI\">$Lion-OSPL China L S$(YYY.SI)$</a>Wasted $10 so far includive of $2 fee.&nbsp;Bought from ocbc atm.&nbsp;","text":"$Lion-OSPL China L S$(YYY.SI)$Wasted $10 so far includive of $2 fee. Bought from ocbc atm.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/838399880","isVote":1,"tweetType":1,"viewCount":961,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":830158175,"gmtCreate":1629035128397,"gmtModify":1631891121830,"author":{"id":"3582137270826241","authorId":"3582137270826241","name":"2ff9c42e","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582137270826241","authorIdStr":"3582137270826241"},"themes":[],"title":"","htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/830158175","repostId":"2159321288","repostType":4,"repost":{"id":"2159321288","kind":"news","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga Earnings","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1628990553,"share":"https://www.laohunote.com/m/news/2159321288?lang=zh_CN&edition=full","pubTime":"2021-08-15 09:22","market":"us","language":"en","title":"Why Regulatory Risk Is A Silver Lining For Apple And Google<blockquote>为什么监管风险是苹果和谷歌的一线希望</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2159321288","media":"Benzinga Earnings","summary":"The threat of regulation has been looming over big tech giants such as Apple Inc. (NASDAQ: AAPL) and","content":"<p>The threat of regulation has been looming over big tech giants such as <b>Apple Inc. </b>(NASDAQ: AAPL) and <b>Alphabet Inc. </b>(NASDAQ: GOOGL) (NASDAQ: GOOG) over the past three years.</p><p><blockquote>监管的威胁一直笼罩着大型科技巨头，例如<b>苹果公司。</b>（纳斯达克：AAPL）和<b>Alphabet公司。</b>（纳斯达克：GOOGL）（纳斯达克：古格）在过去的三年里。</blockquote></p><p> With a bill seeking broader changes in the way Apple and Google operate their respective app stores introduced this week, Loup Funds Managing Partner Gene Munster offered his take on what is in store for these companies.</p><p><blockquote>随着本周提出的一项法案寻求更广泛地改变苹果和谷歌运营各自应用商店的方式，Loup Funds管理合伙人Gene Munster提出了他对这些公司未来的看法。</blockquote></p><p> <b>What the New Legislation Is All About: </b> The changes proposed by the legislation calls for allowing third-party app stores with the App Store and Google Play store, Munster noted. Both companies are also called to allow app developers to explicitly advertise within apps, so that consumers can subscribe and make purchases outside of the App Store or the Google Play Store, he added.</p><p><blockquote><b>新立法的内容是：</b>Munster指出，评级立法提出的允许第三方应用商店与App Store和Google Play Store合作的变化。他补充说，两家公司还被要求允许应用程序开发者在应用程序中明确做广告，以便消费者可以在应用程序商店或谷歌Play商店之外订阅和购买。</blockquote></p><p> This will help avoiding the 30% take rate on in-app purchases, the analyst said.</p><p><blockquote>分析师表示，这将有助于避免应用内购买 30% 的收费率。</blockquote></p><p> The proposed bill will have to be approved by the House and Senate before becoming law, Munster said.</p><p><blockquote>明斯特说，拟议的法案必须得到众议院和参议院的批准才能成为法律。</blockquote></p><p> <b>Regulation Not Automatically Negative: </b> The end result of regulation is not automatically negative for big tech, given unintended consequences often occur when incentives change, Munster said.</p><p><blockquote><b>监管不会自动否定：</b>明斯特说，监管的最终结果对大型科技公司来说并不自动是负面的，因为当激励措施发生变化时，意想不到的后果往往会发生。</blockquote></p><p> Even if Apple buckles under pressure and reduces its take rate from 30% to 10% - a possibility which is unlikely – it could still make more money ultimately, the analyst said. A reduction in fees will likely spur greater growth in the app development ecosystem, he added.</p><p><blockquote>这位分析师表示，即使苹果在压力下屈服并将接受率从 30% 降至 10%（这种可能性不大），它最终仍然可以赚更多的钱。他补充说，费用的降低可能会刺激应用程序开发生态系统的更大增长。</blockquote></p><p> Apple and Google, according to the analyst, have the stronger case, given they created their mobile app stores and are responsible for maintaining them, the analyst said. They, therefore, should have control over how things are curated and distributed within the stores, he added.</p><p><blockquote>分析师表示，苹果和谷歌的理由更充分，因为它们创建了移动应用商店并负责维护它们。他补充说，因此，他们应该控制商店内商品的策划和分销方式。</blockquote></p><p> Additionally, opening the iPhone to third-party app stores, the analyst said, will weaken security and privacy, thereby harming consumers.</p><p><blockquote>此外，这位分析师表示，向第三方应用商店开放iPhone将削弱安全性和隐私，从而伤害消费者。</blockquote></p><p> <b>Munster's Take On Potential Regulation: </b> The likelihood of radical regulation as low, Munster said. If any regulations do&nbsp;materialize, the most likely outcome is that Apple and Google will be forced to remove their anti-steering clauses, thereby allowing publishers to advertise payment options outside of the default in-app payment systems, the analyst said.</p><p><blockquote><b>明斯特对潜在监管的看法：</b>明斯特说，激进监管的可能性很低。这位分析师表示，如果任何法规确实成为现实，最有可能的结果是苹果和谷歌将被迫删除他们的反转向条款，从而允许出版商在默认的应用内支付系统之外宣传支付选项。</blockquote></p><p> \"This would have limited impact on consumer app store engagement given the easiest way to manage app spending will be to remain inside the respective walled gardens,\" the analyst concluded.</p><p><blockquote>分析师总结道：“这对消费者应用商店参与度的影响有限，因为管理应用支出的最简单方法是留在各自的围墙花园里。”</blockquote></p><p> Apple closed Friday's session down 0.14% at $149.10 and Google ended nearly flat at $2,768.12.</p><p><blockquote>苹果周五收盘下跌 0.14%，至 149.10 美元，谷歌收盘几乎持平，至 2,768.12 美元。</blockquote></p><p> Latest Ratings for AAPL</p><p><blockquote>AAPL 的最新评级</blockquote></p><p> <table>  <tbody>   <tr>    <th>Date</th>    <th>Firm</th>    <th>Action</th>    <th>From</th>    <th>To</th>   </tr>  </tbody>  <tbody>   <tr>    <td>Jul 2021</td>    <td>Loop Capital</td>    <td>Maintains</td>    <td></td>    <td>Buy</td>   </tr>   <tr>    <td>Jul 2021</td>    <td>Deutsche Bank</td>    <td>Maintains</td>    <td></td>    <td>Buy</td>   </tr>   <tr>    <td>Jul 2021</td>    <td>Piper Sandler</td>    <td>Maintains</td>    <td></td>    <td>Overweight</td>   </tr>  </tbody> </table></p><p><blockquote><table><tbody><tr><th>日期</th><th>公司</th><th>行动</th><th>来自</th><th>二</th></tr></tbody><tbody><tr><td>2021年7月</td><td>循环资本</td><td>维持</td><td></td><td>购买</td></tr><tr><td>2021年7月</td><td>德意志银行</td><td>维持</td><td></td><td>购买</td></tr><tr><td>2021年7月</td><td>派珀·桑德勒</td><td>维持</td><td></td><td>跑赢大盘</td></tr></tbody></table></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>Why Regulatory Risk Is A Silver Lining For Apple And Google<blockquote>为什么监管风险是苹果和谷歌的一线希望</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; 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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\">\nWhy Regulatory Risk Is A Silver Lining For Apple And Google<blockquote>为什么监管风险是苹果和谷歌的一线希望</blockquote>\n</h2>\n<h4 class=\"meta\">\n<div class=\"head\" \">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga Earnings </p>\n<p class=\"h-time smaller\">2021-08-15 09:22</p>\n</div>\n</div>\n</h4>\n</header>\n<article>\n<p>The threat of regulation has been looming over big tech giants such as <b>Apple Inc. </b>(NASDAQ: AAPL) and <b>Alphabet Inc. </b>(NASDAQ: GOOGL) (NASDAQ: GOOG) over the past three years.</p><p><blockquote>监管的威胁一直笼罩着大型科技巨头，例如<b>苹果公司。</b>（纳斯达克：AAPL）和<b>Alphabet公司。</b>（纳斯达克：GOOGL）（纳斯达克：古格）在过去的三年里。</blockquote></p><p> With a bill seeking broader changes in the way Apple and Google operate their respective app stores introduced this week, Loup Funds Managing Partner Gene Munster offered his take on what is in store for these companies.</p><p><blockquote>随着本周提出的一项法案寻求更广泛地改变苹果和谷歌运营各自应用商店的方式，Loup Funds管理合伙人Gene Munster提出了他对这些公司未来的看法。</blockquote></p><p> <b>What the New Legislation Is All About: </b> The changes proposed by the legislation calls for allowing third-party app stores with the App Store and Google Play store, Munster noted. Both companies are also called to allow app developers to explicitly advertise within apps, so that consumers can subscribe and make purchases outside of the App Store or the Google Play Store, he added.</p><p><blockquote><b>新立法的内容是：</b>Munster指出，评级立法提出的允许第三方应用商店与App Store和Google Play Store合作的变化。他补充说，两家公司还被要求允许应用程序开发者在应用程序中明确做广告，以便消费者可以在应用程序商店或谷歌Play商店之外订阅和购买。</blockquote></p><p> This will help avoiding the 30% take rate on in-app purchases, the analyst said.</p><p><blockquote>分析师表示，这将有助于避免应用内购买 30% 的收费率。</blockquote></p><p> The proposed bill will have to be approved by the House and Senate before becoming law, Munster said.</p><p><blockquote>明斯特说，拟议的法案必须得到众议院和参议院的批准才能成为法律。</blockquote></p><p> <b>Regulation Not Automatically Negative: </b> The end result of regulation is not automatically negative for big tech, given unintended consequences often occur when incentives change, Munster said.</p><p><blockquote><b>监管不会自动否定：</b>明斯特说，监管的最终结果对大型科技公司来说并不自动是负面的，因为当激励措施发生变化时，意想不到的后果往往会发生。</blockquote></p><p> Even if Apple buckles under pressure and reduces its take rate from 30% to 10% - a possibility which is unlikely – it could still make more money ultimately, the analyst said. A reduction in fees will likely spur greater growth in the app development ecosystem, he added.</p><p><blockquote>这位分析师表示，即使苹果在压力下屈服并将接受率从 30% 降至 10%（这种可能性不大），它最终仍然可以赚更多的钱。他补充说，费用的降低可能会刺激应用程序开发生态系统的更大增长。</blockquote></p><p> Apple and Google, according to the analyst, have the stronger case, given they created their mobile app stores and are responsible for maintaining them, the analyst said. They, therefore, should have control over how things are curated and distributed within the stores, he added.</p><p><blockquote>分析师表示，苹果和谷歌的理由更充分，因为它们创建了移动应用商店并负责维护它们。他补充说，因此，他们应该控制商店内商品的策划和分销方式。</blockquote></p><p> Additionally, opening the iPhone to third-party app stores, the analyst said, will weaken security and privacy, thereby harming consumers.</p><p><blockquote>此外，这位分析师表示，向第三方应用商店开放iPhone将削弱安全性和隐私，从而伤害消费者。</blockquote></p><p> <b>Munster's Take On Potential Regulation: </b> The likelihood of radical regulation as low, Munster said. If any regulations do&nbsp;materialize, the most likely outcome is that Apple and Google will be forced to remove their anti-steering clauses, thereby allowing publishers to advertise payment options outside of the default in-app payment systems, the analyst said.</p><p><blockquote><b>明斯特对潜在监管的看法：</b>明斯特说，激进监管的可能性很低。这位分析师表示，如果任何法规确实成为现实，最有可能的结果是苹果和谷歌将被迫删除他们的反转向条款，从而允许出版商在默认的应用内支付系统之外宣传支付选项。</blockquote></p><p> \"This would have limited impact on consumer app store engagement given the easiest way to manage app spending will be to remain inside the respective walled gardens,\" the analyst concluded.</p><p><blockquote>分析师总结道：“这对消费者应用商店参与度的影响有限，因为管理应用支出的最简单方法是留在各自的围墙花园里。”</blockquote></p><p> Apple closed Friday's session down 0.14% at $149.10 and Google ended nearly flat at $2,768.12.</p><p><blockquote>苹果周五收盘下跌 0.14%，至 149.10 美元，谷歌收盘几乎持平，至 2,768.12 美元。</blockquote></p><p> Latest Ratings for AAPL</p><p><blockquote>AAPL 的最新评级</blockquote></p><p> <table>  <tbody>   <tr>    <th>Date</th>    <th>Firm</th>    <th>Action</th>    <th>From</th>    <th>To</th>   </tr>  </tbody>  <tbody>   <tr>    <td>Jul 2021</td>    <td>Loop Capital</td>    <td>Maintains</td>    <td></td>    <td>Buy</td>   </tr>   <tr>    <td>Jul 2021</td>    <td>Deutsche Bank</td>    <td>Maintains</td>    <td></td>    <td>Buy</td>   </tr>   <tr>    <td>Jul 2021</td>    <td>Piper Sandler</td>    <td>Maintains</td>    <td></td>    <td>Overweight</td>   </tr>  </tbody> </table></p><p><blockquote><table><tbody><tr><th>日期</th><th>公司</th><th>行动</th><th>来自</th><th>二</th></tr></tbody><tbody><tr><td>2021年7月</td><td>循环资本</td><td>维持</td><td></td><td>购买</td></tr><tr><td>2021年7月</td><td>德意志银行</td><td>维持</td><td></td><td>购买</td></tr><tr><td>2021年7月</td><td>派珀·桑德勒</td><td>维持</td><td></td><td>跑赢大盘</td></tr></tbody></table></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GOOGL":"谷歌A","AAPL":"苹果","GOOG":"谷歌"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2159321288","content_text":"The threat of regulation has been looming over big tech giants such as Apple Inc. (NASDAQ: AAPL) and Alphabet Inc. (NASDAQ: GOOGL) (NASDAQ: GOOG) over the past three years.\nWith a bill seeking broader changes in the way Apple and Google operate their respective app stores introduced this week, Loup Funds Managing Partner Gene Munster offered his take on what is in store for these companies.\nWhat the New Legislation Is All About:  The changes proposed by the legislation calls for allowing third-party app stores with the App Store and Google Play store, Munster noted. Both companies are also called to allow app developers to explicitly advertise within apps, so that consumers can subscribe and make purchases outside of the App Store or the Google Play Store, he added.\nThis will help avoiding the 30% take rate on in-app purchases, the analyst said.\nThe proposed bill will have to be approved by the House and Senate before becoming law, Munster said.\nRegulation Not Automatically Negative:  The end result of regulation is not automatically negative for big tech, given unintended consequences often occur when incentives change, Munster said.\nEven if Apple buckles under pressure and reduces its take rate from 30% to 10% - a possibility which is unlikely – it could still make more money ultimately, the analyst said. A reduction in fees will likely spur greater growth in the app development ecosystem, he added.\nApple and Google, according to the analyst, have the stronger case, given they created their mobile app stores and are responsible for maintaining them, the analyst said. They, therefore, should have control over how things are curated and distributed within the stores, he added.\nAdditionally, opening the iPhone to third-party app stores, the analyst said, will weaken security and privacy, thereby harming consumers.\nMunster's Take On Potential Regulation:  The likelihood of radical regulation as low, Munster said. If any regulations do materialize, the most likely outcome is that Apple and Google will be forced to remove their anti-steering clauses, thereby allowing publishers to advertise payment options outside of the default in-app payment systems, the analyst said.\n\"This would have limited impact on consumer app store engagement given the easiest way to manage app spending will be to remain inside the respective walled gardens,\" the analyst concluded.\nApple closed Friday's session down 0.14% at $149.10 and Google ended nearly flat at $2,768.12.\nLatest Ratings for AAPL\n\n\n\nDate\nFirm\nAction\nFrom\nTo\n\n\n\n\nJul 2021\nLoop Capital\nMaintains\n\nBuy\n\n\nJul 2021\nDeutsche Bank\nMaintains\n\nBuy\n\n\nJul 2021\nPiper Sandler\nMaintains\n\nOverweight","news_type":1,"symbols_score_info":{"GOOGL":0.9,"AAPL":0.9,"GOOG":0.9}},"isVote":1,"tweetType":1,"viewCount":739,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":174105900,"gmtCreate":1627083939200,"gmtModify":1631891121833,"author":{"id":"3582137270826241","authorId":"3582137270826241","name":"2ff9c42e","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582137270826241","authorIdStr":"3582137270826241"},"themes":[],"title":"","htmlText":"I see","listText":"I see","text":"I see","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/174105900","repostId":"2153980423","repostType":4,"isVote":1,"tweetType":1,"viewCount":911,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":146831289,"gmtCreate":1626064727241,"gmtModify":1631891121836,"author":{"id":"3582137270826241","authorId":"3582137270826241","name":"2ff9c42e","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582137270826241","authorIdStr":"3582137270826241"},"themes":[],"title":"","htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/146831289","repostId":"1172063633","repostType":4,"isVote":1,"tweetType":1,"viewCount":1321,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":148681760,"gmtCreate":1625971502650,"gmtModify":1631891121839,"author":{"id":"3582137270826241","authorId":"3582137270826241","name":"2ff9c42e","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582137270826241","authorIdStr":"3582137270826241"},"themes":[],"title":"","htmlText":"It doesn't matter. Apple is still great.&nbsp;","listText":"It doesn't matter. Apple is still great.&nbsp;","text":"It doesn't matter. Apple is still great.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/148681760","repostId":"1166379040","repostType":4,"isVote":1,"tweetType":1,"viewCount":887,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":696105942,"gmtCreate":1640645812912,"gmtModify":1640645813016,"author":{"id":"3582137270826241","authorId":"3582137270826241","name":"2ff9c42e","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582137270826241","idStr":"3582137270826241"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/FB\">$Meta Platforms, Inc.(FB)$</a>I like facebook. ^^&nbsp;","listText":"<a href=\"https://laohu8.com/S/FB\">$Meta Platforms, Inc.(FB)$</a>I like facebook. ^^&nbsp;","text":"$Meta Platforms, Inc.(FB)$I like facebook. ^^","images":[{"img":"https://static.tigerbbs.com/000aa119f87791b2489fc283bdb56ca4","width":"1440","height":"2560"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/696105942","isVote":1,"tweetType":1,"viewCount":1065,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":174105900,"gmtCreate":1627083939200,"gmtModify":1631891121833,"author":{"id":"3582137270826241","authorId":"3582137270826241","name":"2ff9c42e","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582137270826241","idStr":"3582137270826241"},"themes":[],"title":"","htmlText":"I see","listText":"I see","text":"I see","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/174105900","repostId":"2153980423","repostType":4,"isVote":1,"tweetType":1,"viewCount":911,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":122533314,"gmtCreate":1624627190138,"gmtModify":1631891121856,"author":{"id":"3582137270826241","authorId":"3582137270826241","name":"2ff9c42e","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582137270826241","idStr":"3582137270826241"},"themes":[],"title":"","htmlText":"Apple better","listText":"Apple better","text":"Apple better","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/122533314","repostId":"2146023165","repostType":4,"isVote":1,"tweetType":1,"viewCount":609,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":158866416,"gmtCreate":1625144507035,"gmtModify":1631891121855,"author":{"id":"3582137270826241","authorId":"3582137270826241","name":"2ff9c42e","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582137270826241","idStr":"3582137270826241"},"themes":[],"title":"","htmlText":"Like, please. Thanks.&nbsp;","listText":"Like, please. Thanks.&nbsp;","text":"Like, please. Thanks.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/158866416","repostId":"1131385251","repostType":4,"isVote":1,"tweetType":1,"viewCount":710,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":633381774,"gmtCreate":1643766597774,"gmtModify":1643766597947,"author":{"id":"3582137270826241","authorId":"3582137270826241","name":"2ff9c42e","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582137270826241","idStr":"3582137270826241"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/VEEV\">$Veeva(VEEV)$</a>^^","listText":"<a href=\"https://laohu8.com/S/VEEV\">$Veeva(VEEV)$</a>^^","text":"$Veeva(VEEV)$^^","images":[{"img":"https://static.tigerbbs.com/54abf8a3f42c98ac3064193679323ca4","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/633381774","isVote":1,"tweetType":1,"viewCount":3071,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":156230473,"gmtCreate":1625223692992,"gmtModify":1631891121849,"author":{"id":"3582137270826241","authorId":"3582137270826241","name":"2ff9c42e","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582137270826241","idStr":"3582137270826241"},"themes":[],"title":"","htmlText":"Why buy?&nbsp;","listText":"Why buy?&nbsp;","text":"Why buy?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/156230473","repostId":"1107527256","repostType":4,"repost":{"id":"1107527256","kind":"news","pubTimestamp":1625218747,"share":"https://www.laohunote.com/m/news/1107527256?lang=zh_CN&edition=full","pubTime":"2021-07-02 17:39","market":"us","language":"en","title":"Why Zoom Video Stock Jumped 17% in June<blockquote>为什么Zoom Video股价 6 月份上涨 17%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1107527256","media":"Motley Fool","summary":"Shares of the videoconferencing platform gained last month on a solid earnings report and other tail","content":"<p>Shares of the videoconferencing platform gained last month on a solid earnings report and other tailwinds.</p><p><blockquote>由于稳健的收益报告和其他有利因素，该视频会议平台的股价上个月上涨。</blockquote></p><p> <b>What happened</b></p><p><blockquote><b>发生了什么事</b></blockquote></p><p> Shares of&nbsp;<b>Zoom Video Communications</b>(NASDAQ:ZM)jumped 17% last month, according to data from&nbsp;S&amp;P Global Market Intelligence.</p><p><blockquote>股份<b>Zoom Video通讯</b>根据标准普尔全球市场情报公司的数据，（纳斯达克股票代码：ZM）上个月上涨了 17%。</blockquote></p><p> The videoconferencing leader benefited from a strong first-quarter earnings report, some bullish analyst notes, an acquisition, and concerns about the spreading COVID-19 Delta variant.</p><p><blockquote>这家视频会议领导者受益于强劲的第一季度收益报告、一些看涨的分析师笔记、一次收购以及对 COVID-19 德尔塔变异毒株蔓延的担忧。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5c45583694304bcdd2e20c758dcee810\" tg-width=\"2000\" tg-height=\"1355\"><span>IMAGE SOURCE: ZOOM.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图片来源：ZOOM。</span></p></blockquote></p><p> As you can see from the chart below, the&nbsp;cloud stock&nbsp;gained steadily over the course of the month, riding a broader trend in growth and tech stocks.</p><p><blockquote>从下图可以看出，云股票在本月稳步上涨，顺应了增长股和科技股的大趋势。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/49688704c96624e4f0979ac01ea9016f\" tg-width=\"720\" tg-height=\"387\"><span>ZM DATA BY YCHARTS.</span></p><p><blockquote><p class=\"t-img-caption\"><span>YCHARTS 提供的 ZM 数据。</span></p></blockquote></p><p> <b>So what</b></p><p><blockquote><b>那又怎样</b></blockquote></p><p> Zoom kicked off the month with another round of smashing growth as revenue rose 191% to $956.2 million in its first-quarter earnings report, easily beating estimates at $906.3 million. Customers with more than 10 employees nearly doubled to 497,000.</p><p><blockquote>Zoom 本月伊始便迎来了新一轮的强劲增长，其第一季度收益报告中的收入增长了 191%，达到 9.562 亿美元，轻松超过了 9.063 亿美元的预期。拥有 10 名以上员工的客户几乎翻了一番，达到 497,000 名。</blockquote></p><p> Its bottom-line performance was also impressive as adjusted operating income jumped more than seven times from the year-ago quarter to $400.9 million, equal to a 41.9% adjusted operating profit margin. Adjusted earnings per share reached $1.32, topping the consensus at $0.99.</p><p><blockquote>其利润表现也令人印象深刻，调整后经营利润较去年同期增长了七倍多，达到 4.009 亿美元，相当于 41.9% 的调整后营业利润率。调整后每股收益达到 1.32 美元，高于市场预期的 0.99 美元。</blockquote></p><p> Despite the strong results, investors shrugged off the results as the stock was mostly unchanged on the news. However, it jumped at the end of the month's first week on news that Cathie Wood's ARK Invest bought 96,100 shares.</p><p><blockquote>尽管业绩强劲，但投资者对业绩不屑一顾，因为该股在消息公布后基本没有变化。然而，由于凯西·伍德 (Cathie Wood) 的方舟投资 (ARK Invest) 购买了 96,100 股股票的消息，该股在本月第一周结束时上涨。</blockquote></p><p> The following week, the&nbsp;stock gained&nbsp;on a pair of bullish analyst notes as it was upgraded to buy at Argus, and RBC Capital analyst Rishi Jaluria rated Zoom outperform and called it a top pick.</p><p><blockquote>接下来的一周，由于 Argus 将该股评级上调至买入，该股因两位看涨分析师的评级而上涨，加拿大皇家银行资本分析师 Rishi Jaluria 将 Zoom 评级为跑赢大盘，并称其为首选。</blockquote></p><p> Lastly, Zoom jumped at the end of the month after saying it would acquire Kites, a real-time machine translation start-up to help Zoom with its machine translation, a valuable add-on service for videoconferencing.</p><p><blockquote>最后，Zoom 在本月底表示将收购实时机器翻译初创公司 Kites，以帮助 Zoom 进行机器翻译，这是视频会议的一项有价值的附加服务。</blockquote></p><p> <b>Now what</b></p><p><blockquote><b>现在呢</b></blockquote></p><p> Zoom will face difficult comparisons over the rest of the year as the company laps its blowout performance during the pandemic. But it hiked its guidance for the full year in the first-quarter report, calling for revenue of $3.975 billion to $3.99 billion, above its prior range of $3.76 billion to $3.78 billion. It also expects adjusted earnings per share of $4.56 to $4.61, up from an earlier forecast of $3.59 to $3.65.</p><p><blockquote>随着 Zoom 在疫情期间取得井喷业绩，该公司将在今年剩余时间内面临艰难的比较。但该公司在第一季度报告中上调了全年指引，预计营收为 39.75 亿美元至 39.9 亿美元，高于之前的 37.6 亿美元至 37.8 亿美元。它还预计调整后每股收益为 4.56 美元至 4.61 美元，高于之前预测的 3.59 美元至 3.65 美元。</blockquote></p><p> With that forecast, Zoom doesn't even look that expensive at a price-to-earnings ratio of less than 90, especially compared to some of its software-as-a-service peers that aren't even profitable. Though last year's growth was certainly an anomaly, the future still looks bright for Zoom.</p><p><blockquote>根据这一预测，Zoom 的市盈率低于 90，看起来并没有那么昂贵，尤其是与一些甚至没有盈利的软件即服务同行相比。尽管去年的增长肯定是一个反常现象，但 Zoom 的未来看起来仍然光明。</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>Why Zoom Video Stock Jumped 17% in June<blockquote>为什么Zoom Video股价 6 月份上涨 17%</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy Zoom Video Stock Jumped 17% in June<blockquote>为什么Zoom Video股价 6 月份上涨 17%</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\">2021-07-02 17:39</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Shares of the videoconferencing platform gained last month on a solid earnings report and other tailwinds.</p><p><blockquote>由于稳健的收益报告和其他有利因素，该视频会议平台的股价上个月上涨。</blockquote></p><p> <b>What happened</b></p><p><blockquote><b>发生了什么事</b></blockquote></p><p> Shares of&nbsp;<b>Zoom Video Communications</b>(NASDAQ:ZM)jumped 17% last month, according to data from&nbsp;S&amp;P Global Market Intelligence.</p><p><blockquote>股份<b>Zoom Video通讯</b>根据标准普尔全球市场情报公司的数据，（纳斯达克股票代码：ZM）上个月上涨了 17%。</blockquote></p><p> The videoconferencing leader benefited from a strong first-quarter earnings report, some bullish analyst notes, an acquisition, and concerns about the spreading COVID-19 Delta variant.</p><p><blockquote>这家视频会议领导者受益于强劲的第一季度收益报告、一些看涨的分析师笔记、一次收购以及对 COVID-19 德尔塔变异毒株蔓延的担忧。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5c45583694304bcdd2e20c758dcee810\" tg-width=\"2000\" tg-height=\"1355\"><span>IMAGE SOURCE: ZOOM.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图片来源：ZOOM。</span></p></blockquote></p><p> As you can see from the chart below, the&nbsp;cloud stock&nbsp;gained steadily over the course of the month, riding a broader trend in growth and tech stocks.</p><p><blockquote>从下图可以看出，云股票在本月稳步上涨，顺应了增长股和科技股的大趋势。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/49688704c96624e4f0979ac01ea9016f\" tg-width=\"720\" tg-height=\"387\"><span>ZM DATA BY YCHARTS.</span></p><p><blockquote><p class=\"t-img-caption\"><span>YCHARTS 提供的 ZM 数据。</span></p></blockquote></p><p> <b>So what</b></p><p><blockquote><b>那又怎样</b></blockquote></p><p> Zoom kicked off the month with another round of smashing growth as revenue rose 191% to $956.2 million in its first-quarter earnings report, easily beating estimates at $906.3 million. Customers with more than 10 employees nearly doubled to 497,000.</p><p><blockquote>Zoom 本月伊始便迎来了新一轮的强劲增长，其第一季度收益报告中的收入增长了 191%，达到 9.562 亿美元，轻松超过了 9.063 亿美元的预期。拥有 10 名以上员工的客户几乎翻了一番，达到 497,000 名。</blockquote></p><p> Its bottom-line performance was also impressive as adjusted operating income jumped more than seven times from the year-ago quarter to $400.9 million, equal to a 41.9% adjusted operating profit margin. Adjusted earnings per share reached $1.32, topping the consensus at $0.99.</p><p><blockquote>其利润表现也令人印象深刻，调整后经营利润较去年同期增长了七倍多，达到 4.009 亿美元，相当于 41.9% 的调整后营业利润率。调整后每股收益达到 1.32 美元，高于市场预期的 0.99 美元。</blockquote></p><p> Despite the strong results, investors shrugged off the results as the stock was mostly unchanged on the news. However, it jumped at the end of the month's first week on news that Cathie Wood's ARK Invest bought 96,100 shares.</p><p><blockquote>尽管业绩强劲，但投资者对业绩不屑一顾，因为该股在消息公布后基本没有变化。然而，由于凯西·伍德 (Cathie Wood) 的方舟投资 (ARK Invest) 购买了 96,100 股股票的消息，该股在本月第一周结束时上涨。</blockquote></p><p> The following week, the&nbsp;stock gained&nbsp;on a pair of bullish analyst notes as it was upgraded to buy at Argus, and RBC Capital analyst Rishi Jaluria rated Zoom outperform and called it a top pick.</p><p><blockquote>接下来的一周，由于 Argus 将该股评级上调至买入，该股因两位看涨分析师的评级而上涨，加拿大皇家银行资本分析师 Rishi Jaluria 将 Zoom 评级为跑赢大盘，并称其为首选。</blockquote></p><p> Lastly, Zoom jumped at the end of the month after saying it would acquire Kites, a real-time machine translation start-up to help Zoom with its machine translation, a valuable add-on service for videoconferencing.</p><p><blockquote>最后，Zoom 在本月底表示将收购实时机器翻译初创公司 Kites，以帮助 Zoom 进行机器翻译，这是视频会议的一项有价值的附加服务。</blockquote></p><p> <b>Now what</b></p><p><blockquote><b>现在呢</b></blockquote></p><p> Zoom will face difficult comparisons over the rest of the year as the company laps its blowout performance during the pandemic. But it hiked its guidance for the full year in the first-quarter report, calling for revenue of $3.975 billion to $3.99 billion, above its prior range of $3.76 billion to $3.78 billion. It also expects adjusted earnings per share of $4.56 to $4.61, up from an earlier forecast of $3.59 to $3.65.</p><p><blockquote>随着 Zoom 在疫情期间取得井喷业绩，该公司将在今年剩余时间内面临艰难的比较。但该公司在第一季度报告中上调了全年指引，预计营收为 39.75 亿美元至 39.9 亿美元，高于之前的 37.6 亿美元至 37.8 亿美元。它还预计调整后每股收益为 4.56 美元至 4.61 美元，高于之前预测的 3.59 美元至 3.65 美元。</blockquote></p><p> With that forecast, Zoom doesn't even look that expensive at a price-to-earnings ratio of less than 90, especially compared to some of its software-as-a-service peers that aren't even profitable. Though last year's growth was certainly an anomaly, the future still looks bright for Zoom.</p><p><blockquote>根据这一预测，Zoom 的市盈率低于 90，看起来并没有那么昂贵，尤其是与一些甚至没有盈利的软件即服务同行相比。尽管去年的增长肯定是一个反常现象，但 Zoom 的未来看起来仍然光明。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.fool.com/investing/2021/07/01/why-zoom-video-stock-jumped-17/\">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":{"ZM":"Zoom"},"source_url":"https://www.fool.com/investing/2021/07/01/why-zoom-video-stock-jumped-17/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1107527256","content_text":"Shares of the videoconferencing platform gained last month on a solid earnings report and other tailwinds.\nWhat happened\nShares of Zoom Video Communications(NASDAQ:ZM)jumped 17% last month, according to data from S&P Global Market Intelligence.\nThe videoconferencing leader benefited from a strong first-quarter earnings report, some bullish analyst notes, an acquisition, and concerns about the spreading COVID-19 Delta variant.\nIMAGE SOURCE: ZOOM.\nAs you can see from the chart below, the cloud stock gained steadily over the course of the month, riding a broader trend in growth and tech stocks.\nZM DATA BY YCHARTS.\nSo what\nZoom kicked off the month with another round of smashing growth as revenue rose 191% to $956.2 million in its first-quarter earnings report, easily beating estimates at $906.3 million. Customers with more than 10 employees nearly doubled to 497,000.\nIts bottom-line performance was also impressive as adjusted operating income jumped more than seven times from the year-ago quarter to $400.9 million, equal to a 41.9% adjusted operating profit margin. Adjusted earnings per share reached $1.32, topping the consensus at $0.99.\nDespite the strong results, investors shrugged off the results as the stock was mostly unchanged on the news. However, it jumped at the end of the month's first week on news that Cathie Wood's ARK Invest bought 96,100 shares.\nThe following week, the stock gained on a pair of bullish analyst notes as it was upgraded to buy at Argus, and RBC Capital analyst Rishi Jaluria rated Zoom outperform and called it a top pick.\nLastly, Zoom jumped at the end of the month after saying it would acquire Kites, a real-time machine translation start-up to help Zoom with its machine translation, a valuable add-on service for videoconferencing.\nNow what\nZoom will face difficult comparisons over the rest of the year as the company laps its blowout performance during the pandemic. But it hiked its guidance for the full year in the first-quarter report, calling for revenue of $3.975 billion to $3.99 billion, above its prior range of $3.76 billion to $3.78 billion. It also expects adjusted earnings per share of $4.56 to $4.61, up from an earlier forecast of $3.59 to $3.65.\nWith that forecast, Zoom doesn't even look that expensive at a price-to-earnings ratio of less than 90, especially compared to some of its software-as-a-service peers that aren't even profitable. Though last year's growth was certainly an anomaly, the future still looks bright for Zoom.","news_type":1,"symbols_score_info":{"ZM":0.9}},"isVote":1,"tweetType":1,"viewCount":922,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":830158175,"gmtCreate":1629035128397,"gmtModify":1631891121830,"author":{"id":"3582137270826241","authorId":"3582137270826241","name":"2ff9c42e","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582137270826241","idStr":"3582137270826241"},"themes":[],"title":"","htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/830158175","repostId":"2159321288","repostType":4,"repost":{"id":"2159321288","kind":"news","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga Earnings","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1628990553,"share":"https://www.laohunote.com/m/news/2159321288?lang=zh_CN&edition=full","pubTime":"2021-08-15 09:22","market":"us","language":"en","title":"Why Regulatory Risk Is A Silver Lining For Apple And Google<blockquote>为什么监管风险是苹果和谷歌的一线希望</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2159321288","media":"Benzinga Earnings","summary":"The threat of regulation has been looming over big tech giants such as Apple Inc. (NASDAQ: AAPL) and","content":"<p>The threat of regulation has been looming over big tech giants such as <b>Apple Inc. </b>(NASDAQ: AAPL) and <b>Alphabet Inc. </b>(NASDAQ: GOOGL) (NASDAQ: GOOG) over the past three years.</p><p><blockquote>监管的威胁一直笼罩着大型科技巨头，例如<b>苹果公司。</b>（纳斯达克：AAPL）和<b>Alphabet公司。</b>（纳斯达克：GOOGL）（纳斯达克：古格）在过去的三年里。</blockquote></p><p> With a bill seeking broader changes in the way Apple and Google operate their respective app stores introduced this week, Loup Funds Managing Partner Gene Munster offered his take on what is in store for these companies.</p><p><blockquote>随着本周提出的一项法案寻求更广泛地改变苹果和谷歌运营各自应用商店的方式，Loup Funds管理合伙人Gene Munster提出了他对这些公司未来的看法。</blockquote></p><p> <b>What the New Legislation Is All About: </b> The changes proposed by the legislation calls for allowing third-party app stores with the App Store and Google Play store, Munster noted. Both companies are also called to allow app developers to explicitly advertise within apps, so that consumers can subscribe and make purchases outside of the App Store or the Google Play Store, he added.</p><p><blockquote><b>新立法的内容是：</b>Munster指出，评级立法提出的允许第三方应用商店与App Store和Google Play Store合作的变化。他补充说，两家公司还被要求允许应用程序开发者在应用程序中明确做广告，以便消费者可以在应用程序商店或谷歌Play商店之外订阅和购买。</blockquote></p><p> This will help avoiding the 30% take rate on in-app purchases, the analyst said.</p><p><blockquote>分析师表示，这将有助于避免应用内购买 30% 的收费率。</blockquote></p><p> The proposed bill will have to be approved by the House and Senate before becoming law, Munster said.</p><p><blockquote>明斯特说，拟议的法案必须得到众议院和参议院的批准才能成为法律。</blockquote></p><p> <b>Regulation Not Automatically Negative: </b> The end result of regulation is not automatically negative for big tech, given unintended consequences often occur when incentives change, Munster said.</p><p><blockquote><b>监管不会自动否定：</b>明斯特说，监管的最终结果对大型科技公司来说并不自动是负面的，因为当激励措施发生变化时，意想不到的后果往往会发生。</blockquote></p><p> Even if Apple buckles under pressure and reduces its take rate from 30% to 10% - a possibility which is unlikely – it could still make more money ultimately, the analyst said. A reduction in fees will likely spur greater growth in the app development ecosystem, he added.</p><p><blockquote>这位分析师表示，即使苹果在压力下屈服并将接受率从 30% 降至 10%（这种可能性不大），它最终仍然可以赚更多的钱。他补充说，费用的降低可能会刺激应用程序开发生态系统的更大增长。</blockquote></p><p> Apple and Google, according to the analyst, have the stronger case, given they created their mobile app stores and are responsible for maintaining them, the analyst said. They, therefore, should have control over how things are curated and distributed within the stores, he added.</p><p><blockquote>分析师表示，苹果和谷歌的理由更充分，因为它们创建了移动应用商店并负责维护它们。他补充说，因此，他们应该控制商店内商品的策划和分销方式。</blockquote></p><p> Additionally, opening the iPhone to third-party app stores, the analyst said, will weaken security and privacy, thereby harming consumers.</p><p><blockquote>此外，这位分析师表示，向第三方应用商店开放iPhone将削弱安全性和隐私，从而伤害消费者。</blockquote></p><p> <b>Munster's Take On Potential Regulation: </b> The likelihood of radical regulation as low, Munster said. If any regulations do&nbsp;materialize, the most likely outcome is that Apple and Google will be forced to remove their anti-steering clauses, thereby allowing publishers to advertise payment options outside of the default in-app payment systems, the analyst said.</p><p><blockquote><b>明斯特对潜在监管的看法：</b>明斯特说，激进监管的可能性很低。这位分析师表示，如果任何法规确实成为现实，最有可能的结果是苹果和谷歌将被迫删除他们的反转向条款，从而允许出版商在默认的应用内支付系统之外宣传支付选项。</blockquote></p><p> \"This would have limited impact on consumer app store engagement given the easiest way to manage app spending will be to remain inside the respective walled gardens,\" the analyst concluded.</p><p><blockquote>分析师总结道：“这对消费者应用商店参与度的影响有限，因为管理应用支出的最简单方法是留在各自的围墙花园里。”</blockquote></p><p> Apple closed Friday's session down 0.14% at $149.10 and Google ended nearly flat at $2,768.12.</p><p><blockquote>苹果周五收盘下跌 0.14%，至 149.10 美元，谷歌收盘几乎持平，至 2,768.12 美元。</blockquote></p><p> Latest Ratings for AAPL</p><p><blockquote>AAPL 的最新评级</blockquote></p><p> <table>  <tbody>   <tr>    <th>Date</th>    <th>Firm</th>    <th>Action</th>    <th>From</th>    <th>To</th>   </tr>  </tbody>  <tbody>   <tr>    <td>Jul 2021</td>    <td>Loop Capital</td>    <td>Maintains</td>    <td></td>    <td>Buy</td>   </tr>   <tr>    <td>Jul 2021</td>    <td>Deutsche Bank</td>    <td>Maintains</td>    <td></td>    <td>Buy</td>   </tr>   <tr>    <td>Jul 2021</td>    <td>Piper Sandler</td>    <td>Maintains</td>    <td></td>    <td>Overweight</td>   </tr>  </tbody> </table></p><p><blockquote><table><tbody><tr><th>日期</th><th>公司</th><th>行动</th><th>来自</th><th>二</th></tr></tbody><tbody><tr><td>2021年7月</td><td>循环资本</td><td>维持</td><td></td><td>购买</td></tr><tr><td>2021年7月</td><td>德意志银行</td><td>维持</td><td></td><td>购买</td></tr><tr><td>2021年7月</td><td>派珀·桑德勒</td><td>维持</td><td></td><td>跑赢大盘</td></tr></tbody></table></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>Why Regulatory Risk Is A Silver Lining For Apple And Google<blockquote>为什么监管风险是苹果和谷歌的一线希望</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; 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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\">\nWhy Regulatory Risk Is A Silver Lining For Apple And Google<blockquote>为什么监管风险是苹果和谷歌的一线希望</blockquote>\n</h2>\n<h4 class=\"meta\">\n<div class=\"head\" \">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga Earnings </p>\n<p class=\"h-time smaller\">2021-08-15 09:22</p>\n</div>\n</div>\n</h4>\n</header>\n<article>\n<p>The threat of regulation has been looming over big tech giants such as <b>Apple Inc. </b>(NASDAQ: AAPL) and <b>Alphabet Inc. </b>(NASDAQ: GOOGL) (NASDAQ: GOOG) over the past three years.</p><p><blockquote>监管的威胁一直笼罩着大型科技巨头，例如<b>苹果公司。</b>（纳斯达克：AAPL）和<b>Alphabet公司。</b>（纳斯达克：GOOGL）（纳斯达克：古格）在过去的三年里。</blockquote></p><p> With a bill seeking broader changes in the way Apple and Google operate their respective app stores introduced this week, Loup Funds Managing Partner Gene Munster offered his take on what is in store for these companies.</p><p><blockquote>随着本周提出的一项法案寻求更广泛地改变苹果和谷歌运营各自应用商店的方式，Loup Funds管理合伙人Gene Munster提出了他对这些公司未来的看法。</blockquote></p><p> <b>What the New Legislation Is All About: </b> The changes proposed by the legislation calls for allowing third-party app stores with the App Store and Google Play store, Munster noted. Both companies are also called to allow app developers to explicitly advertise within apps, so that consumers can subscribe and make purchases outside of the App Store or the Google Play Store, he added.</p><p><blockquote><b>新立法的内容是：</b>Munster指出，评级立法提出的允许第三方应用商店与App Store和Google Play Store合作的变化。他补充说，两家公司还被要求允许应用程序开发者在应用程序中明确做广告，以便消费者可以在应用程序商店或谷歌Play商店之外订阅和购买。</blockquote></p><p> This will help avoiding the 30% take rate on in-app purchases, the analyst said.</p><p><blockquote>分析师表示，这将有助于避免应用内购买 30% 的收费率。</blockquote></p><p> The proposed bill will have to be approved by the House and Senate before becoming law, Munster said.</p><p><blockquote>明斯特说，拟议的法案必须得到众议院和参议院的批准才能成为法律。</blockquote></p><p> <b>Regulation Not Automatically Negative: </b> The end result of regulation is not automatically negative for big tech, given unintended consequences often occur when incentives change, Munster said.</p><p><blockquote><b>监管不会自动否定：</b>明斯特说，监管的最终结果对大型科技公司来说并不自动是负面的，因为当激励措施发生变化时，意想不到的后果往往会发生。</blockquote></p><p> Even if Apple buckles under pressure and reduces its take rate from 30% to 10% - a possibility which is unlikely – it could still make more money ultimately, the analyst said. A reduction in fees will likely spur greater growth in the app development ecosystem, he added.</p><p><blockquote>这位分析师表示，即使苹果在压力下屈服并将接受率从 30% 降至 10%（这种可能性不大），它最终仍然可以赚更多的钱。他补充说，费用的降低可能会刺激应用程序开发生态系统的更大增长。</blockquote></p><p> Apple and Google, according to the analyst, have the stronger case, given they created their mobile app stores and are responsible for maintaining them, the analyst said. They, therefore, should have control over how things are curated and distributed within the stores, he added.</p><p><blockquote>分析师表示，苹果和谷歌的理由更充分，因为它们创建了移动应用商店并负责维护它们。他补充说，因此，他们应该控制商店内商品的策划和分销方式。</blockquote></p><p> Additionally, opening the iPhone to third-party app stores, the analyst said, will weaken security and privacy, thereby harming consumers.</p><p><blockquote>此外，这位分析师表示，向第三方应用商店开放iPhone将削弱安全性和隐私，从而伤害消费者。</blockquote></p><p> <b>Munster's Take On Potential Regulation: </b> The likelihood of radical regulation as low, Munster said. If any regulations do&nbsp;materialize, the most likely outcome is that Apple and Google will be forced to remove their anti-steering clauses, thereby allowing publishers to advertise payment options outside of the default in-app payment systems, the analyst said.</p><p><blockquote><b>明斯特对潜在监管的看法：</b>明斯特说，激进监管的可能性很低。这位分析师表示，如果任何法规确实成为现实，最有可能的结果是苹果和谷歌将被迫删除他们的反转向条款，从而允许出版商在默认的应用内支付系统之外宣传支付选项。</blockquote></p><p> \"This would have limited impact on consumer app store engagement given the easiest way to manage app spending will be to remain inside the respective walled gardens,\" the analyst concluded.</p><p><blockquote>分析师总结道：“这对消费者应用商店参与度的影响有限，因为管理应用支出的最简单方法是留在各自的围墙花园里。”</blockquote></p><p> Apple closed Friday's session down 0.14% at $149.10 and Google ended nearly flat at $2,768.12.</p><p><blockquote>苹果周五收盘下跌 0.14%，至 149.10 美元，谷歌收盘几乎持平，至 2,768.12 美元。</blockquote></p><p> Latest Ratings for AAPL</p><p><blockquote>AAPL 的最新评级</blockquote></p><p> <table>  <tbody>   <tr>    <th>Date</th>    <th>Firm</th>    <th>Action</th>    <th>From</th>    <th>To</th>   </tr>  </tbody>  <tbody>   <tr>    <td>Jul 2021</td>    <td>Loop Capital</td>    <td>Maintains</td>    <td></td>    <td>Buy</td>   </tr>   <tr>    <td>Jul 2021</td>    <td>Deutsche Bank</td>    <td>Maintains</td>    <td></td>    <td>Buy</td>   </tr>   <tr>    <td>Jul 2021</td>    <td>Piper Sandler</td>    <td>Maintains</td>    <td></td>    <td>Overweight</td>   </tr>  </tbody> </table></p><p><blockquote><table><tbody><tr><th>日期</th><th>公司</th><th>行动</th><th>来自</th><th>二</th></tr></tbody><tbody><tr><td>2021年7月</td><td>循环资本</td><td>维持</td><td></td><td>购买</td></tr><tr><td>2021年7月</td><td>德意志银行</td><td>维持</td><td></td><td>购买</td></tr><tr><td>2021年7月</td><td>派珀·桑德勒</td><td>维持</td><td></td><td>跑赢大盘</td></tr></tbody></table></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GOOGL":"谷歌A","AAPL":"苹果","GOOG":"谷歌"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2159321288","content_text":"The threat of regulation has been looming over big tech giants such as Apple Inc. (NASDAQ: AAPL) and Alphabet Inc. (NASDAQ: GOOGL) (NASDAQ: GOOG) over the past three years.\nWith a bill seeking broader changes in the way Apple and Google operate their respective app stores introduced this week, Loup Funds Managing Partner Gene Munster offered his take on what is in store for these companies.\nWhat the New Legislation Is All About:  The changes proposed by the legislation calls for allowing third-party app stores with the App Store and Google Play store, Munster noted. Both companies are also called to allow app developers to explicitly advertise within apps, so that consumers can subscribe and make purchases outside of the App Store or the Google Play Store, he added.\nThis will help avoiding the 30% take rate on in-app purchases, the analyst said.\nThe proposed bill will have to be approved by the House and Senate before becoming law, Munster said.\nRegulation Not Automatically Negative:  The end result of regulation is not automatically negative for big tech, given unintended consequences often occur when incentives change, Munster said.\nEven if Apple buckles under pressure and reduces its take rate from 30% to 10% - a possibility which is unlikely – it could still make more money ultimately, the analyst said. A reduction in fees will likely spur greater growth in the app development ecosystem, he added.\nApple and Google, according to the analyst, have the stronger case, given they created their mobile app stores and are responsible for maintaining them, the analyst said. They, therefore, should have control over how things are curated and distributed within the stores, he added.\nAdditionally, opening the iPhone to third-party app stores, the analyst said, will weaken security and privacy, thereby harming consumers.\nMunster's Take On Potential Regulation:  The likelihood of radical regulation as low, Munster said. If any regulations do materialize, the most likely outcome is that Apple and Google will be forced to remove their anti-steering clauses, thereby allowing publishers to advertise payment options outside of the default in-app payment systems, the analyst said.\n\"This would have limited impact on consumer app store engagement given the easiest way to manage app spending will be to remain inside the respective walled gardens,\" the analyst concluded.\nApple closed Friday's session down 0.14% at $149.10 and Google ended nearly flat at $2,768.12.\nLatest Ratings for AAPL\n\n\n\nDate\nFirm\nAction\nFrom\nTo\n\n\n\n\nJul 2021\nLoop Capital\nMaintains\n\nBuy\n\n\nJul 2021\nDeutsche Bank\nMaintains\n\nBuy\n\n\nJul 2021\nPiper Sandler\nMaintains\n\nOverweight","news_type":1,"symbols_score_info":{"GOOGL":0.9,"AAPL":0.9,"GOOG":0.9}},"isVote":1,"tweetType":1,"viewCount":739,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":146831289,"gmtCreate":1626064727241,"gmtModify":1631891121836,"author":{"id":"3582137270826241","authorId":"3582137270826241","name":"2ff9c42e","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582137270826241","idStr":"3582137270826241"},"themes":[],"title":"","htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/146831289","repostId":"1172063633","repostType":4,"isVote":1,"tweetType":1,"viewCount":1321,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":858797944,"gmtCreate":1635121254030,"gmtModify":1635121254229,"author":{"id":"3582137270826241","authorId":"3582137270826241","name":"2ff9c42e","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582137270826241","idStr":"3582137270826241"},"themes":[],"title":"","htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/858797944","repostId":"2178808449","repostType":4,"isVote":1,"tweetType":1,"viewCount":779,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":858794549,"gmtCreate":1635121235519,"gmtModify":1635121235674,"author":{"id":"3582137270826241","authorId":"3582137270826241","name":"2ff9c42e","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582137270826241","idStr":"3582137270826241"},"themes":[],"title":"","htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/858794549","repostId":"1159806003","repostType":4,"isVote":1,"tweetType":1,"viewCount":1075,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}