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2021-08-30

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2021-08-24

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2021-08-23

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2021-08-21

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Ignore Elon Musk’s dancing distraction and face the dangers ahead for Tesla<blockquote>忽略Elon Musk跳舞的干扰，面对特斯拉未来的危险</blockquote>

2021-08-19

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2021-08-18

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3 Software-As-Service Leaders Set For Strong Earnings As Q2 Season Winds Down<blockquote>随着第二季度接近尾声，3家软件即服务领导者将实现强劲盈利</blockquote>

2021-08-18

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09:37","market":"us","language":"en","title":"Ignore Elon Musk’s dancing distraction and face the dangers ahead for Tesla<blockquote>忽略Elon Musk跳舞的干扰，面对特斯拉未来的危险</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1107075259","media":"MarketWatch","summary":"Investigations into automated-driving systems and the statements made about it by the electric-car company and its chief executive deserve more attention than their latest fanciful technology aspirations and timelines.$Investors$ should ignore Elon Musk’s latest dance and focus instead on the growing issues Tesla is facing because of its chief executive’s exaggerated claims about his company’s technological capabilities.At $Tesla Motors$’s AI Day late Thursday, self-named Technoking Musk said th","content":"<p>  <b>Investigations into automated-driving systems and the statements made about it by the electric-car company and its chief executive deserve more attention than their latest fanciful technology aspirations and timelines.</b>  <a href=\"https://laohu8.com/S/ISBC\">Investors</a> should ignore Elon Musk’s latest dance and focus instead on the growing issues Tesla is facing because of its chief executive’s exaggerated claims about his company’s technological capabilities.</p><p><blockquote><b>对自动驾驶系统的调查以及这家电动汽车公司及其首席执行官就此发表的声明比他们最新的异想天开的技术愿望和时间表更值得关注。</b><a href=\"https://laohu8.com/S/ISBC\">投资者</a>应该忽略Elon Musk的最新舞蹈，而是关注特斯拉因首席执行官夸大其公司技术能力而面临的日益严重的问题。</blockquote></p><p> At <a href=\"https://laohu8.com/S/TSLA\">Tesla Motors</a>’s&nbsp;AI Day late Thursday, self-named Technoking Musk said that the company is working on a humanoid robot as “Tesla is arguably the world’s biggest robotics company because our cars are like semi-sentient robots on wheels.”</p><p><blockquote>在<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>周四晚些时候，自称Technoking Musk的马斯克表示，该公司正在开发一款人形机器人，因为“特斯拉可以说是世界上最大的机器人公司，因为我们的汽车就像轮子上的半感知机器人。”</blockquote></p><p> After a white-suited human did a brief dance for the believers in the audience and on a livestream, Musk came on the stage and showed only computer-generated images of a 5’8″ humanoid robot thathe claimed Tesla will produce a prototype of sometime next year. He inferred it could be used for manufacturing or boring repetitive tasks, like grocery shopping and will have a full self-driving computer.</p><p><blockquote>在一名身穿白色西装的人类为观众和直播中的信徒跳了一支简短的舞蹈后，马斯克走上舞台，只展示了一个5英尺8英寸的人形机器人的计算机生成图像，马斯克声称特斯拉将在明年的某个时候生产出一个原型。他推断它可以用于制造或无聊的重复性任务，例如杂货店购物，并且将配备全自动驾驶计算机。</blockquote></p><p> As always with Musk and Tesla, the timeline is highly doubtful to anyone with basic knowledge of the technology in question. Fortunately, the antics did not fool everyone on Wall Street, some of whom may be getting tired of his shenanigans.</p><p><blockquote>和马斯克和特斯拉一样，对于任何对相关技术有基本了解的人来说，时间表都是非常值得怀疑的。幸运的是，这些滑稽动作并没有愚弄华尔街的所有人，其中一些人可能已经厌倦了他的恶作剧。</blockquote></p><p> “Unfortunately, as we have seen with robotaxis and other future sci-fi projects for Musk, we view this&nbsp;Tesla&nbsp;Bot as an absolute head scratcher that will further agitate investors at a time the Street is showing growing concern around rising EV competition and safety issues for&nbsp;Tesla,” said Dan Ives, a Wedbush Securities analyst, in a note to clients early Friday.</p><p><blockquote>“不幸的是，正如我们在机器人出租车和马斯克未来的其他科幻项目中所看到的那样，我们认为这款特斯拉机器人绝对令人挠头，在华尔街对电动汽车竞争和安全日益担忧之际，它将进一步激怒投资者。特斯拉的问题，”韦德布什证券分析师Dan Ives在周五早些时候给客户的一份报告中表示。</blockquote></p><p> The safety issues Ives mentions are what investors should be attuned to right now, because it appears the government is finally stepping up and taking note of a problem this column has long pointed out: Musk repeatedly oversells the current and near-term potential for his automotive autonomy advanced technology.</p><p><blockquote>艾夫斯提到的安全问题是投资者现在应该关注的问题，因为政府似乎终于站出来并注意到本专栏长期以来指出的一个问题：马斯克一再高估其汽车自动驾驶先进技术的当前和近期潜力。</blockquote></p><p> <a href=\"https://laohu8.com/S/JE\">Just</a> a day before Thursday’s “AI Day” spectacle,two U.S. senators asked the Federal Trade Commission to investigate both Tesla’s and Musk’s “repeated overstatements of their vehicles’ capabilities”in regards to the marketing of Tesla’s “Full Self Driving” product. Tesla charges thousands of dollars at purchase (or as little as $100 a month) for software that is nowhere near full self-driving, a practice that has already led toa recent review by California Department of Motor Vehiclesanda German ruling that Tesla could not market the product as such.</p><p><blockquote><a href=\"https://laohu8.com/S/JE\">刚刚</a>在周四“人工智能日”奇观的前一天，两名美国参议员要求联邦贸易委员会调查特斯拉和马斯克在特斯拉“全自动驾驶”产品营销方面“一再夸大其车辆功能”的行为。特斯拉对远未完全自动驾驶的软件在购买时收取数千美元（或每月低至100美元）的费用，这种做法已经导致加州机动车辆管理局最近进行审查，德国裁定特斯拉不能销售该产品本身。</blockquote></p><p> “Language matters,” said Selika Talbott, a professorial lecturer in the department of public administration and policy at <a href=\"https://laohu8.com/S/AFG\">American</a> University in <a href=\"https://laohu8.com/S/WASH\">Washington</a> DC. “The use of this terminology is false and misleading and unsafe for the general public. The notions of assisted driving and autonomous vehicles and their differences are not fully understood by the general public.”</p><p><blockquote>“语言很重要，”塞利卡·塔尔博特(Selika Talbott)说。<a href=\"https://laohu8.com/S/AFG\">美国的</a>大学在<a href=\"https://laohu8.com/S/WASH\">华盛顿州</a>直流电。“这个术语的使用是错误的、误导性的，对公众来说是不安全的。辅助驾驶和自动驾驶汽车的概念及其区别并没有被公众完全理解。”</blockquote></p><p> “Tesla has highly assisted technology in their vehicle, but at no point should anyone behind the wheel think that vehicle can drive itself, because it can’t,” Talbott said.</p><p><blockquote>塔尔博特说：“特斯拉在他们的车辆中配备了高度辅助技术，但任何驾驶人员都不应该认为车辆可以自动驾驶，因为它不能。”</blockquote></p><p> The week began with news of a federal investigation into Tesla’s Autopilot system after cars using the feature crashed into stopped emergency vehicles.The <a href=\"https://laohu8.com/S/NHLD\">National</a> <a href=\"https://laohu8.com/S/HIHO\">Highway</a> Traffic Safety Administration is looking into a series of crashesby Tesla cars that had the advanced driver-assistance system enabled. NHTSA said that itopened an inquiry into 11 Tesla crashesthat involved emergency vehicles, while still investigating a series of collisions involving cars enabled with <a href=\"https://laohu8.com/S/AEIS\">Advanced</a> Driver Assistance Systems (ADAS) and tractor-trailers.</p><p><blockquote>本周伊始，有消息称，使用该功能的汽车撞上了停下来的紧急车辆，联邦政府对特斯拉的自动驾驶系统进行了调查。<a href=\"https://laohu8.com/S/NHLD\">国家的</a><a href=\"https://laohu8.com/S/HIHO\">公路</a>交通安全管理局正在调查一系列启用了高级驾驶员辅助系统的特斯拉汽车发生的撞车事故。NHTSA表示，已对11起涉及紧急车辆的特斯拉事故展开调查，同时仍在调查一系列涉及启用紧急车辆的汽车的碰撞事故<a href=\"https://laohu8.com/S/AEIS\">先进的</a>驾驶员辅助系统（ADAS）和牵引车拖车。</blockquote></p><p> The latest outcry on Capitol <a href=\"https://laohu8.com/S/HIL\">Hill</a> follows a stream of news reports and/or social media posts and YouTube videos of drivers engaging in extremely risky behavior while testing the so-called self-driving features of their Tesla. In May, Steven Michael Hendrickson,a 35-year-old father of two in Fontana, Calif., died when his Tesla hit an overturned semitruck. Earlier he had posted videos of driving without his hands on the wheel of his car on the freeway, but the NHTSA was still investigating the role of Autopilot in the crash.</p><p><blockquote>国会大厦的最新抗议<a href=\"https://laohu8.com/S/HIL\">山丘</a>关注一系列新闻报道和/或社交媒体帖子和YouTube视频，这些视频显示司机在测试特斯拉的所谓自动驾驶功能时做出了极其危险的行为。今年5月，加利福尼亚州丰塔纳市35岁的两个孩子的父亲Steven Michael Hendrickson在他的特斯拉撞上一辆翻倒的半挂卡车时死亡。早些时候，他发布了在高速公路上双手不放在方向盘上驾驶的视频，但NHTSA仍在调查自动驾驶仪在事故中的作用。</blockquote></p><p> “The vehicles that Tesla is producing are driver-assisted systems,” said Bryan Reimer, a research scientist at the MIT Center for Transportation and Logistics. “They are assisting the driver, and the driver needs to maintain vigilance.”</p><p><blockquote>“特斯拉正在生产的车辆是驾驶辅助系统，”麻省理工学院运输和物流中心的研究科学家布莱恩·赖默说。“他们在协助司机，司机需要保持警惕。”</blockquote></p><p></p><p> It is important to note the difference between Tesla’s dual products with misleading names. “Autopilot” is an ADAS system, a highly advanced version of cruise control meant for highway driving that enables “your car to steer, accelerate and brake automatically within its lane under your active supervision, assisting with the most burdensome parts of driving,” according to Tesla’s website. Tesla also offers the “FSD” package, now available by a subscription of $99 to $199 a month, which it describes as “access to a suite of more advanced driver assistance features, designed to provide more active guidance and assisted driving under your active supervision.”</p><p><blockquote>值得注意的是，特斯拉具有误导性名称的双产品之间的差异。“Autopilot”是一种ADAS系统，是一种高度先进的巡航控制版本，适用于高速公路驾驶，使“您的汽车能够在您的主动监督下在车道内自动转向、加速和制动，协助驾驶中最繁重的部分”。特斯拉的网站。特斯拉还提供“FSD”套餐，现在每月订阅费用为99至199美元，其将其描述为“访问一套更先进的驾驶员辅助功能，旨在在您的主动监督下提供更主动的指导和辅助驾驶。”</blockquote></p><p> If only Musk described these systems in a similar manner to the official website. In analyst conference calls and in Tesla’s multi-hour long presentations to its fan base, Musk has been proclaiming that with this software, full autonomy is around the corner.</p><p><blockquote>要是马斯克用和官网类似的方式描述这些系统就好了。在评级分析师会议上以及特斯拉向其粉丝群进行的长达数小时的演示中，马斯克一直宣称，有了这款软件，完全自主指日可待。</blockquote></p><p> “We&nbsp;basically&nbsp;have&nbsp;to&nbsp;solve&nbsp;real-world vision AI and we are,” he said in an earnings call in April. “And the key to solving this is also having some massive data set. So just having well over <a href=\"https://laohu8.com/S/AONE.U\">one</a> million cars on the road that are collecting data… But I am highly confident that we&nbsp;will&nbsp;get&nbsp;this&nbsp;done.”</p><p><blockquote>“我们基本上必须解决现实世界的视觉人工智能，我们确实做到了，”他在4月份的财报看涨期权上表示。“解决这个问题的关键还在于拥有一些大规模的数据集。所以只要有足够的数据集<a href=\"https://laohu8.com/S/AONE.U\">一</a>道路上有数百万辆汽车正在收集数据……但我非常有信心我们能够完成这项工作。”</blockquote></p><p> But for all of Musk’s bluster and huge fan base, investors are starting to note that the company’s tactics involving full self-driving technology are dangerous, as opposed to the other companies that are testing autonomous vehicles.</p><p><blockquote>但尽管马斯克夸夸其谈，拥有庞大的粉丝群，但投资者开始注意到，与其他正在测试自动驾驶汽车的公司相比，该公司涉及全自动驾驶技术的策略是危险的。</blockquote></p><p> For example, <a href=\"https://laohu8.com/S/GOOG\">Alphabet</a> Inc.’sGOOGGOOGLWaymo, the company with the most hours of autonomous vehicle driving, is currently operating a small scale robotaxi service in parts of Arizona around Phoenix that are not densely populated, without human drivers. It is the only one of its kind in the U.S. In California, Waymo has permits from the DMV to conduct AV testing with a human driver behind the wheel.</p><p><blockquote>例如，<a href=\"https://laohu8.com/S/GOOG\">Alphabet</a>Inc.旗下的GOOGGOOGLWaymo是自动驾驶汽车时间最长的公司，目前正在亚利桑那州凤凰城周围人口不稠密的地区运营小规模机器人出租车服务，没有人类司机。这是美国唯一一家此类公司。在加利福尼亚州，Waymo获得了DMV的许可，可以在人类驾驶员驾驶的情况下进行AV测试。</blockquote></p><p> “Waymo cannot just start selling their AVs to anyone, and they can’t just drive them on the roadway, our regulatory system does not allow for that,” Talbott of <a href=\"https://laohu8.com/S/AMSWA\">American</a> University said. “You can test them but no publicly available self-driving car is on the market for purchase because it doesn’t exist.”</p><p><blockquote>“Waymo不能开始向任何人出售他们的自动驾驶汽车，他们也不能只是在道路上驾驶它们，我们的监管体系不允许这样做，”<a href=\"https://laohu8.com/S/AMSWA\">美国的</a>大学表示。“你可以测试它们，但市场上没有公开的自动驾驶汽车可供购买，因为它不存在。”</blockquote></p><p> With FSD testing being done in the real world with untrained drivers, Tesla is conducting the equivalent of clinical trials of a new drug without any professional hourly or daily monitoring of the patient.</p><p><blockquote>随着FSD测试在现实世界中由未经训练的驾驶员进行，特斯拉正在进行相当于新药临床试验的试验，而无需对患者进行任何专业的每小时或每天监测。</blockquote></p><p> “They are calling it beta, it is a beta system, they are exposing people to substantive risk,” Reimer said.</p><p><blockquote>“他们称之为测试版，这是一个测试版系统，他们让人们面临重大风险，”赖默说。</blockquote></p><p> Musk’s latest bot is yet another distraction, much like the flame thrower in 2018 sold by his Boring Company, his unwanted assistance to try and help the boys stuck in a cave in Thailand, and other projects. Investors should not let these distractions get in the way of the real issues that Musk seems to be refusing to acknowledge as he continues to oversell his company’s technological abilities.</p><p><blockquote>马斯克的最新机器人是另一个干扰，就像他的Boring Company在2018年出售的火焰喷射器、他试图帮助被困在泰国洞穴中的男孩的不必要的帮助以及其他项目一样。投资者不应该让这些干扰妨碍马斯克似乎拒绝承认的真正问题，因为他继续夸大公司的技术能力。</blockquote></p><p></p>","source":"market_watch","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>Ignore Elon Musk’s dancing distraction and face the dangers ahead for Tesla<blockquote>忽略Elon Musk跳舞的干扰，面对特斯拉未来的危险</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\">\nIgnore Elon Musk’s dancing distraction and face the dangers ahead for Tesla<blockquote>忽略Elon Musk跳舞的干扰，面对特斯拉未来的危险</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">MarketWatch</strong><span class=\"h-time small\">2021-08-21 09:37</span>\n</p>\n</h4>\n</header>\n<article>\n<p>  <b>Investigations into automated-driving systems and the statements made about it by the electric-car company and its chief executive deserve more attention than their latest fanciful technology aspirations and timelines.</b>  <a href=\"https://laohu8.com/S/ISBC\">Investors</a> should ignore Elon Musk’s latest dance and focus instead on the growing issues Tesla is facing because of its chief executive’s exaggerated claims about his company’s technological capabilities.</p><p><blockquote><b>对自动驾驶系统的调查以及这家电动汽车公司及其首席执行官就此发表的声明比他们最新的异想天开的技术愿望和时间表更值得关注。</b><a href=\"https://laohu8.com/S/ISBC\">投资者</a>应该忽略Elon Musk的最新舞蹈，而是关注特斯拉因首席执行官夸大其公司技术能力而面临的日益严重的问题。</blockquote></p><p> At <a href=\"https://laohu8.com/S/TSLA\">Tesla Motors</a>’s&nbsp;AI Day late Thursday, self-named Technoking Musk said that the company is working on a humanoid robot as “Tesla is arguably the world’s biggest robotics company because our cars are like semi-sentient robots on wheels.”</p><p><blockquote>在<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>周四晚些时候，自称Technoking Musk的马斯克表示，该公司正在开发一款人形机器人，因为“特斯拉可以说是世界上最大的机器人公司，因为我们的汽车就像轮子上的半感知机器人。”</blockquote></p><p> After a white-suited human did a brief dance for the believers in the audience and on a livestream, Musk came on the stage and showed only computer-generated images of a 5’8″ humanoid robot thathe claimed Tesla will produce a prototype of sometime next year. He inferred it could be used for manufacturing or boring repetitive tasks, like grocery shopping and will have a full self-driving computer.</p><p><blockquote>在一名身穿白色西装的人类为观众和直播中的信徒跳了一支简短的舞蹈后，马斯克走上舞台，只展示了一个5英尺8英寸的人形机器人的计算机生成图像，马斯克声称特斯拉将在明年的某个时候生产出一个原型。他推断它可以用于制造或无聊的重复性任务，例如杂货店购物，并且将配备全自动驾驶计算机。</blockquote></p><p> As always with Musk and Tesla, the timeline is highly doubtful to anyone with basic knowledge of the technology in question. Fortunately, the antics did not fool everyone on Wall Street, some of whom may be getting tired of his shenanigans.</p><p><blockquote>和马斯克和特斯拉一样，对于任何对相关技术有基本了解的人来说，时间表都是非常值得怀疑的。幸运的是，这些滑稽动作并没有愚弄华尔街的所有人，其中一些人可能已经厌倦了他的恶作剧。</blockquote></p><p> “Unfortunately, as we have seen with robotaxis and other future sci-fi projects for Musk, we view this&nbsp;Tesla&nbsp;Bot as an absolute head scratcher that will further agitate investors at a time the Street is showing growing concern around rising EV competition and safety issues for&nbsp;Tesla,” said Dan Ives, a Wedbush Securities analyst, in a note to clients early Friday.</p><p><blockquote>“不幸的是，正如我们在机器人出租车和马斯克未来的其他科幻项目中所看到的那样，我们认为这款特斯拉机器人绝对令人挠头，在华尔街对电动汽车竞争和安全日益担忧之际，它将进一步激怒投资者。特斯拉的问题，”韦德布什证券分析师Dan Ives在周五早些时候给客户的一份报告中表示。</blockquote></p><p> The safety issues Ives mentions are what investors should be attuned to right now, because it appears the government is finally stepping up and taking note of a problem this column has long pointed out: Musk repeatedly oversells the current and near-term potential for his automotive autonomy advanced technology.</p><p><blockquote>艾夫斯提到的安全问题是投资者现在应该关注的问题，因为政府似乎终于站出来并注意到本专栏长期以来指出的一个问题：马斯克一再高估其汽车自动驾驶先进技术的当前和近期潜力。</blockquote></p><p> <a href=\"https://laohu8.com/S/JE\">Just</a> a day before Thursday’s “AI Day” spectacle,two U.S. senators asked the Federal Trade Commission to investigate both Tesla’s and Musk’s “repeated overstatements of their vehicles’ capabilities”in regards to the marketing of Tesla’s “Full Self Driving” product. Tesla charges thousands of dollars at purchase (or as little as $100 a month) for software that is nowhere near full self-driving, a practice that has already led toa recent review by California Department of Motor Vehiclesanda German ruling that Tesla could not market the product as such.</p><p><blockquote><a href=\"https://laohu8.com/S/JE\">刚刚</a>在周四“人工智能日”奇观的前一天，两名美国参议员要求联邦贸易委员会调查特斯拉和马斯克在特斯拉“全自动驾驶”产品营销方面“一再夸大其车辆功能”的行为。特斯拉对远未完全自动驾驶的软件在购买时收取数千美元（或每月低至100美元）的费用，这种做法已经导致加州机动车辆管理局最近进行审查，德国裁定特斯拉不能销售该产品本身。</blockquote></p><p> “Language matters,” said Selika Talbott, a professorial lecturer in the department of public administration and policy at <a href=\"https://laohu8.com/S/AFG\">American</a> University in <a href=\"https://laohu8.com/S/WASH\">Washington</a> DC. “The use of this terminology is false and misleading and unsafe for the general public. The notions of assisted driving and autonomous vehicles and their differences are not fully understood by the general public.”</p><p><blockquote>“语言很重要，”塞利卡·塔尔博特(Selika Talbott)说。<a href=\"https://laohu8.com/S/AFG\">美国的</a>大学在<a href=\"https://laohu8.com/S/WASH\">华盛顿州</a>直流电。“这个术语的使用是错误的、误导性的，对公众来说是不安全的。辅助驾驶和自动驾驶汽车的概念及其区别并没有被公众完全理解。”</blockquote></p><p> “Tesla has highly assisted technology in their vehicle, but at no point should anyone behind the wheel think that vehicle can drive itself, because it can’t,” Talbott said.</p><p><blockquote>塔尔博特说：“特斯拉在他们的车辆中配备了高度辅助技术，但任何驾驶人员都不应该认为车辆可以自动驾驶，因为它不能。”</blockquote></p><p> The week began with news of a federal investigation into Tesla’s Autopilot system after cars using the feature crashed into stopped emergency vehicles.The <a href=\"https://laohu8.com/S/NHLD\">National</a> <a href=\"https://laohu8.com/S/HIHO\">Highway</a> Traffic Safety Administration is looking into a series of crashesby Tesla cars that had the advanced driver-assistance system enabled. NHTSA said that itopened an inquiry into 11 Tesla crashesthat involved emergency vehicles, while still investigating a series of collisions involving cars enabled with <a href=\"https://laohu8.com/S/AEIS\">Advanced</a> Driver Assistance Systems (ADAS) and tractor-trailers.</p><p><blockquote>本周伊始，有消息称，使用该功能的汽车撞上了停下来的紧急车辆，联邦政府对特斯拉的自动驾驶系统进行了调查。<a href=\"https://laohu8.com/S/NHLD\">国家的</a><a href=\"https://laohu8.com/S/HIHO\">公路</a>交通安全管理局正在调查一系列启用了高级驾驶员辅助系统的特斯拉汽车发生的撞车事故。NHTSA表示，已对11起涉及紧急车辆的特斯拉事故展开调查，同时仍在调查一系列涉及启用紧急车辆的汽车的碰撞事故<a href=\"https://laohu8.com/S/AEIS\">先进的</a>驾驶员辅助系统（ADAS）和牵引车拖车。</blockquote></p><p> The latest outcry on Capitol <a href=\"https://laohu8.com/S/HIL\">Hill</a> follows a stream of news reports and/or social media posts and YouTube videos of drivers engaging in extremely risky behavior while testing the so-called self-driving features of their Tesla. In May, Steven Michael Hendrickson,a 35-year-old father of two in Fontana, Calif., died when his Tesla hit an overturned semitruck. Earlier he had posted videos of driving without his hands on the wheel of his car on the freeway, but the NHTSA was still investigating the role of Autopilot in the crash.</p><p><blockquote>国会大厦的最新抗议<a href=\"https://laohu8.com/S/HIL\">山丘</a>关注一系列新闻报道和/或社交媒体帖子和YouTube视频，这些视频显示司机在测试特斯拉的所谓自动驾驶功能时做出了极其危险的行为。今年5月，加利福尼亚州丰塔纳市35岁的两个孩子的父亲Steven Michael Hendrickson在他的特斯拉撞上一辆翻倒的半挂卡车时死亡。早些时候，他发布了在高速公路上双手不放在方向盘上驾驶的视频，但NHTSA仍在调查自动驾驶仪在事故中的作用。</blockquote></p><p> “The vehicles that Tesla is producing are driver-assisted systems,” said Bryan Reimer, a research scientist at the MIT Center for Transportation and Logistics. “They are assisting the driver, and the driver needs to maintain vigilance.”</p><p><blockquote>“特斯拉正在生产的车辆是驾驶辅助系统，”麻省理工学院运输和物流中心的研究科学家布莱恩·赖默说。“他们在协助司机，司机需要保持警惕。”</blockquote></p><p></p><p> It is important to note the difference between Tesla’s dual products with misleading names. “Autopilot” is an ADAS system, a highly advanced version of cruise control meant for highway driving that enables “your car to steer, accelerate and brake automatically within its lane under your active supervision, assisting with the most burdensome parts of driving,” according to Tesla’s website. Tesla also offers the “FSD” package, now available by a subscription of $99 to $199 a month, which it describes as “access to a suite of more advanced driver assistance features, designed to provide more active guidance and assisted driving under your active supervision.”</p><p><blockquote>值得注意的是，特斯拉具有误导性名称的双产品之间的差异。“Autopilot”是一种ADAS系统，是一种高度先进的巡航控制版本，适用于高速公路驾驶，使“您的汽车能够在您的主动监督下在车道内自动转向、加速和制动，协助驾驶中最繁重的部分”。特斯拉的网站。特斯拉还提供“FSD”套餐，现在每月订阅费用为99至199美元，其将其描述为“访问一套更先进的驾驶员辅助功能，旨在在您的主动监督下提供更主动的指导和辅助驾驶。”</blockquote></p><p> If only Musk described these systems in a similar manner to the official website. In analyst conference calls and in Tesla’s multi-hour long presentations to its fan base, Musk has been proclaiming that with this software, full autonomy is around the corner.</p><p><blockquote>要是马斯克用和官网类似的方式描述这些系统就好了。在评级分析师会议上以及特斯拉向其粉丝群进行的长达数小时的演示中，马斯克一直宣称，有了这款软件，完全自主指日可待。</blockquote></p><p> “We&nbsp;basically&nbsp;have&nbsp;to&nbsp;solve&nbsp;real-world vision AI and we are,” he said in an earnings call in April. “And the key to solving this is also having some massive data set. So just having well over <a href=\"https://laohu8.com/S/AONE.U\">one</a> million cars on the road that are collecting data… But I am highly confident that we&nbsp;will&nbsp;get&nbsp;this&nbsp;done.”</p><p><blockquote>“我们基本上必须解决现实世界的视觉人工智能，我们确实做到了，”他在4月份的财报看涨期权上表示。“解决这个问题的关键还在于拥有一些大规模的数据集。所以只要有足够的数据集<a href=\"https://laohu8.com/S/AONE.U\">一</a>道路上有数百万辆汽车正在收集数据……但我非常有信心我们能够完成这项工作。”</blockquote></p><p> But for all of Musk’s bluster and huge fan base, investors are starting to note that the company’s tactics involving full self-driving technology are dangerous, as opposed to the other companies that are testing autonomous vehicles.</p><p><blockquote>但尽管马斯克夸夸其谈，拥有庞大的粉丝群，但投资者开始注意到，与其他正在测试自动驾驶汽车的公司相比，该公司涉及全自动驾驶技术的策略是危险的。</blockquote></p><p> For example, <a href=\"https://laohu8.com/S/GOOG\">Alphabet</a> Inc.’sGOOGGOOGLWaymo, the company with the most hours of autonomous vehicle driving, is currently operating a small scale robotaxi service in parts of Arizona around Phoenix that are not densely populated, without human drivers. It is the only one of its kind in the U.S. In California, Waymo has permits from the DMV to conduct AV testing with a human driver behind the wheel.</p><p><blockquote>例如，<a href=\"https://laohu8.com/S/GOOG\">Alphabet</a>Inc.旗下的GOOGGOOGLWaymo是自动驾驶汽车时间最长的公司，目前正在亚利桑那州凤凰城周围人口不稠密的地区运营小规模机器人出租车服务，没有人类司机。这是美国唯一一家此类公司。在加利福尼亚州，Waymo获得了DMV的许可，可以在人类驾驶员驾驶的情况下进行AV测试。</blockquote></p><p> “Waymo cannot just start selling their AVs to anyone, and they can’t just drive them on the roadway, our regulatory system does not allow for that,” Talbott of <a href=\"https://laohu8.com/S/AMSWA\">American</a> University said. “You can test them but no publicly available self-driving car is on the market for purchase because it doesn’t exist.”</p><p><blockquote>“Waymo不能开始向任何人出售他们的自动驾驶汽车，他们也不能只是在道路上驾驶它们，我们的监管体系不允许这样做，”<a href=\"https://laohu8.com/S/AMSWA\">美国的</a>大学表示。“你可以测试它们，但市场上没有公开的自动驾驶汽车可供购买，因为它不存在。”</blockquote></p><p> With FSD testing being done in the real world with untrained drivers, Tesla is conducting the equivalent of clinical trials of a new drug without any professional hourly or daily monitoring of the patient.</p><p><blockquote>随着FSD测试在现实世界中由未经训练的驾驶员进行，特斯拉正在进行相当于新药临床试验的试验，而无需对患者进行任何专业的每小时或每天监测。</blockquote></p><p> “They are calling it beta, it is a beta system, they are exposing people to substantive risk,” Reimer said.</p><p><blockquote>“他们称之为测试版，这是一个测试版系统，他们让人们面临重大风险，”赖默说。</blockquote></p><p> Musk’s latest bot is yet another distraction, much like the flame thrower in 2018 sold by his Boring Company, his unwanted assistance to try and help the boys stuck in a cave in Thailand, and other projects. Investors should not let these distractions get in the way of the real issues that Musk seems to be refusing to acknowledge as he continues to oversell his company’s technological abilities.</p><p><blockquote>马斯克的最新机器人是另一个干扰，就像他的Boring Company在2018年出售的火焰喷射器、他试图帮助被困在泰国洞穴中的男孩的不必要的帮助以及其他项目一样。投资者不应该让这些干扰妨碍马斯克似乎拒绝承认的真正问题，因为他继续夸大公司的技术能力。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.marketwatch.com/story/ignore-elon-musks-dancing-distraction-and-face-the-dangers-ahead-for-tesla-11629488276?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":{"TSLA":"特斯拉"},"source_url":"https://www.marketwatch.com/story/ignore-elon-musks-dancing-distraction-and-face-the-dangers-ahead-for-tesla-11629488276?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/599a65733b8245fcf7868668ef9ad712","article_id":"1107075259","content_text":"Investigations into automated-driving systems and the statements made about it by the electric-car company and its chief executive deserve more attention than their latest fanciful technology aspirations and timelines.\n\nInvestors should ignore Elon Musk’s latest dance and focus instead on the growing issues Tesla is facing because of its chief executive’s exaggerated claims about his company’s technological capabilities.\nAt Tesla Motors’s AI Day late Thursday, self-named Technoking Musk said that the company is working on a humanoid robot as “Tesla is arguably the world’s biggest robotics company because our cars are like semi-sentient robots on wheels.”\nAfter a white-suited human did a brief dance for the believers in the audience and on a livestream, Musk came on the stage and showed only computer-generated images of a 5’8″ humanoid robot thathe claimed Tesla will produce a prototype of sometime next year. He inferred it could be used for manufacturing or boring repetitive tasks, like grocery shopping and will have a full self-driving computer.\nAs always with Musk and Tesla, the timeline is highly doubtful to anyone with basic knowledge of the technology in question. Fortunately, the antics did not fool everyone on Wall Street, some of whom may be getting tired of his shenanigans.\n“Unfortunately, as we have seen with robotaxis and other future sci-fi projects for Musk, we view this Tesla Bot as an absolute head scratcher that will further agitate investors at a time the Street is showing growing concern around rising EV competition and safety issues for Tesla,” said Dan Ives, a Wedbush Securities analyst, in a note to clients early Friday.\nThe safety issues Ives mentions are what investors should be attuned to right now, because it appears the government is finally stepping up and taking note of a problem this column has long pointed out: Musk repeatedly oversells the current and near-term potential for his automotive autonomy advanced technology.\nJust a day before Thursday’s “AI Day” spectacle,two U.S. senators asked the Federal Trade Commission to investigate both Tesla’s and Musk’s “repeated overstatements of their vehicles’ capabilities”in regards to the marketing of Tesla’s “Full Self Driving” product. Tesla charges thousands of dollars at purchase (or as little as $100 a month) for software that is nowhere near full self-driving, a practice that has already led toa recent review by California Department of Motor Vehiclesanda German ruling that Tesla could not market the product as such.\n“Language matters,” said Selika Talbott, a professorial lecturer in the department of public administration and policy at American University in Washington DC. “The use of this terminology is false and misleading and unsafe for the general public. The notions of assisted driving and autonomous vehicles and their differences are not fully understood by the general public.”\n“Tesla has highly assisted technology in their vehicle, but at no point should anyone behind the wheel think that vehicle can drive itself, because it can’t,” Talbott said.\nThe week began with news of a federal investigation into Tesla’s Autopilot system after cars using the feature crashed into stopped emergency vehicles.The National Highway Traffic Safety Administration is looking into a series of crashesby Tesla cars that had the advanced driver-assistance system enabled. NHTSA said that itopened an inquiry into 11 Tesla crashesthat involved emergency vehicles, while still investigating a series of collisions involving cars enabled with Advanced Driver Assistance Systems (ADAS) and tractor-trailers.\nThe latest outcry on Capitol Hill follows a stream of news reports and/or social media posts and YouTube videos of drivers engaging in extremely risky behavior while testing the so-called self-driving features of their Tesla. In May, Steven Michael Hendrickson,a 35-year-old father of two in Fontana, Calif., died when his Tesla hit an overturned semitruck. Earlier he had posted videos of driving without his hands on the wheel of his car on the freeway, but the NHTSA was still investigating the role of Autopilot in the crash.\n“The vehicles that Tesla is producing are driver-assisted systems,” said Bryan Reimer, a research scientist at the MIT Center for Transportation and Logistics. “They are assisting the driver, and the driver needs to maintain vigilance.”\nIt is important to note the difference between Tesla’s dual products with misleading names. “Autopilot” is an ADAS system, a highly advanced version of cruise control meant for highway driving that enables “your car to steer, accelerate and brake automatically within its lane under your active supervision, assisting with the most burdensome parts of driving,” according to Tesla’s website. Tesla also offers the “FSD” package, now available by a subscription of $99 to $199 a month, which it describes as “access to a suite of more advanced driver assistance features, designed to provide more active guidance and assisted driving under your active supervision.”\nIf only Musk described these systems in a similar manner to the official website. In analyst conference calls and in Tesla’s multi-hour long presentations to its fan base, Musk has been proclaiming that with this software, full autonomy is around the corner.\n“We basically have to solve real-world vision AI and we are,” he said in an earnings call in April. “And the key to solving this is also having some massive data set. So just having well over one million cars on the road that are collecting data… But I am highly confident that we will get this done.”\nBut for all of Musk’s bluster and huge fan base, investors are starting to note that the company’s tactics involving full self-driving technology are dangerous, as opposed to the other companies that are testing autonomous vehicles.\nFor example, Alphabet Inc.’sGOOGGOOGLWaymo, the company with the most hours of autonomous vehicle driving, is currently operating a small scale robotaxi service in parts of Arizona around Phoenix that are not densely populated, without human drivers. It is the only one of its kind in the U.S. In California, Waymo has permits from the DMV to conduct AV testing with a human driver behind the wheel.\n“Waymo cannot just start selling their AVs to anyone, and they can’t just drive them on the roadway, our regulatory system does not allow for that,” Talbott of American University said. “You can test them but no publicly available self-driving car is on the market for purchase because it doesn’t exist.”\nWith FSD testing being done in the real world with untrained drivers, Tesla is conducting the equivalent of clinical trials of a new drug without any professional hourly or daily monitoring of the patient.\n“They are calling it beta, it is a beta system, they are exposing people to substantive risk,” Reimer said.\nMusk’s latest bot is yet another distraction, much like the flame thrower in 2018 sold by his Boring Company, his unwanted assistance to try and help the boys stuck in a cave in Thailand, and other projects. Investors should not let these distractions get in the way of the real issues that Musk seems to be refusing to acknowledge as he continues to oversell his company’s technological abilities.","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":1500,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":831690527,"gmtCreate":1629307564169,"gmtModify":1633685801558,"author":{"id":"3586319385319569","authorId":"3586319385319569","name":"MrBox","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586319385319569","authorIdStr":"3586319385319569"},"themes":[],"htmlText":"$$$","listText":"$$$","text":"$$$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/831690527","repostId":"2160737913","repostType":4,"isVote":1,"tweetType":1,"viewCount":1628,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":831339940,"gmtCreate":1629286721180,"gmtModify":1633685979909,"author":{"id":"3586319385319569","authorId":"3586319385319569","name":"MrBox","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586319385319569","authorIdStr":"3586319385319569"},"themes":[],"htmlText":"like","listText":"like","text":"like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/831339940","repostId":"1114089066","repostType":4,"repost":{"id":"1114089066","kind":"news","pubTimestamp":1629280201,"share":"https://www.laohu8.com/m/news/1114089066?lang=zh_CN&edition=full","pubTime":"2021-08-18 17:50","market":"us","language":"en","title":"3 Software-As-Service Leaders Set For Strong Earnings As Q2 Season Winds Down<blockquote>随着第二季度接近尾声，3家软件即服务领导者将实现强劲盈利</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1114089066","media":"investing.com","summary":"Wall Street’s second quarter earnings season has all but wound down, but results in the coming weeks","content":"<p>Wall Street’s second quarter earnings season has all but wound down, but results in the coming weeks are due from a variety of cloud-computing Software-as-a-Service (SaaS) companies.</p><p><blockquote>华尔街第二季度财报季几乎已经结束，但未来几周，各种云计算软件即服务(SaaS)公司将公布业绩。</blockquote></p><p> The sector sold off sharply earlier this year amid valuation concerns, before it regained its footing, with the&nbsp;<a href=\"https://laohu8.com/S/SKYY\">First Trust ISE Cloud Computing Index Fund</a> rising to its highest level on record earlier this month.</p><p><blockquote>今年早些时候，由于估值担忧，该行业大幅抛售，随后又重新站稳脚跟，<a href=\"https://laohu8.com/S/SKYY\">First Trust ISE云计算指数基金</a>本月早些时候升至有记录以来的最高水平。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/cf0f0639dae1a8b40725746fb1452a04\" tg-width=\"1917\" tg-height=\"778\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\">SKYY ETF Daily Chart</p><p><blockquote>SKYY ETF日线图</blockquote></p><p> Below we highlight three SaaS leaders well worth considering ahead of their upcoming quarterly earnings reports.</p><p><blockquote>下面我们重点介绍三位SaaS领导者，在他们即将发布的季度收益报告之前非常值得考虑。</blockquote></p><p> <b>1. CrowdStrike Holdings</b></p><p><blockquote><b>1.CrowdStrike控股</b></blockquote></p><p> <ul>  <li>Earnings Date:&nbsp;<b>Tuesday, Aug. 31</b></li>  <li>EPS Growth Estimate:&nbsp;<b>+166.6% Y-o-Y</b></li>  <li>Revenue Growth Estimate:&nbsp;<b>+62.4% Y-o-Y</b></li>  <li>Year-To-Date Performance:&nbsp;<b>+9.9%</b></li>  <li>Market Cap:&nbsp;<b>$52.5 Billion</b></li> </ul> <a href=\"https://laohu8.com/S/CRWD\">CrowdStrike Holdings, Inc.</a>—which has beaten Wall Street’s sales estimates in every quarter since going public in June 2019—is scheduled to report its latest financial results after the U.S. market closes on Tuesday, Aug. 31.</p><p><blockquote><ul><li>盈利日期：<b>8月31日星期二</b></li><li>每股收益增长预测：<b>同比+166.6%</b></li><li>收入增长预测：<b>同比+62.4%</b></li><li>年初至今表现：<b>+9.9%</b></li><li>市值：<b>525亿美元</b></li></ul><a href=\"https://laohu8.com/S/CRWD\">CrowdStrike控股公司。</a>自2019年6月上市以来，该公司每个季度的销售都超出了华尔街的预期，计划于8月31日星期二美国股市收盘后公布最新财务业绩。</blockquote></p><p> Consensus expectations call for the cloud-based cybersecurity specialist, whose technology is used to detect and prevent security breaches, to post earnings per share (EPS) of $0.08 for the second quarter, improving roughly 167% from EPS of $0.03 in the year-ago period.</p><p><blockquote>看涨期权普遍预期这家基于云的网络安全专家（其技术用于检测和防止安全漏洞）第二季度每股收益(EPS)为0.08美元，较去年同期的每股收益0.03美元增长约167%。</blockquote></p><p> Meanwhile, revenue is forecast to&nbsp;jump&nbsp;around 62% year-over-year to an all-time high of $323.3 million, reflecting the ongoing surge in demand for its Falcon cybersecurity platform.</p><p><blockquote>与此同时，收入预计将同比增长约62%，达到3.233亿美元的历史新高，反映出对其Falcon网络安全平台的需求持续激增。</blockquote></p><p> Beyond the top-and-bottom line numbers, investors will keep an eye on growth in CrowdStrike’s total subscription customers. The endpoint security leader—which counts nearly half of the Fortune 100 companies as clients—said it had a total of 11,420 customers as of the end of its last quarter, up 82% year-over-year.</p><p><blockquote>除了顶线和底线数据之外，投资者还将关注CrowdStrike订阅客户总数的增长。这家终端安全领导者拥有财富100强公司中近一半的客户，该公司表示，截至上季度末，该公司共有11,420名客户，同比增长82%。</blockquote></p><p> Market players will also pay close attention to the cyber company’s outlook for the rest of the year as it looks to be one of the main beneficiaries of the ongoing increase in cybersecurity spending amid the rampant surge in cyberattacks.</p><p><blockquote>市场参与者还将密切关注这家网络公司今年剩余时间的前景，因为在网络攻击猖獗的情况下，它似乎是网络安全支出持续增加的主要受益者之一。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/76abfcac8addb6807b144474d91d4403\" tg-width=\"1918\" tg-height=\"776\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\">CRWD Daily Stock Chart</p><p><blockquote>CRWD每日股票图表</blockquote></p><p> Shares of the Sunnyvale, California-based company, which soared 324% in 2020 thanks to a growing wave of enterprise cybersecurity spending during the COVID pandemic, have seen their ascent slow this year, climbing just 9.9% in 2021.</p><p><blockquote>由于新冠疫情期间企业网络安全支出不断增长，这家总部位于加利福尼亚州桑尼维尔的公司的股价在2020年飙升了324%，但今年上涨缓慢，2021年仅上涨了9.9%。</blockquote></p><p> CRWD stock ended Tuesday’s session at $232.64, earning the company a valuation of $52.5 billion. At current levels, shares remain about 14.5% below their all-time high of $272.63 reached on July 23.</p><p><blockquote>CRWD股票周二收于232.64美元，该公司估值达到525亿美元。按目前水平计算，该股仍比7月23日触及的历史高点272.63美元低约14.5%。</blockquote></p><p> <b>2. Okta</b></p><p><blockquote><b>2.Okta</b></blockquote></p><p> <ul>  <li>Earnings Date:&nbsp;<b>Wednesday, Sept. 1</b></li>  <li>EPS Growth Estimate:&nbsp;<b>-600% Y-o-Y</b></li>  <li>Revenue Growth Estimate:&nbsp;<b>+48% Y-o-Y</b></li>  <li>Year-To-Date Performance:&nbsp;<b>-9.3%</b></li>  <li>Market Cap:&nbsp;<b>$35.3 Billion</b></li> </ul> <a href=\"https://laohu8.com/S/OKTA\">Okta Inc.</a>, which beat expectations for earnings and revenue for its&nbsp;last quarter&nbsp;in late May, but provided weak guidance and announced the departure of its chief financial officer, is slated to next report financial results after the closing bell on Wednesday, Sept. 1.</p><p><blockquote><ul><li>盈利日期：<b>9月1日星期三</b></li><li>每股收益增长预测：<b>-600%Y-o-Y</b></li><li>收入增长预测：<b>同比+48%</b></li><li>年初至今表现：<b>-9.3%</b></li><li>市值：<b>353亿美元</b></li></ul><a href=\"https://laohu8.com/S/OKTA\">奥克塔公司。</a>该公司5月底最后一个季度的盈利和收入超出预期，但提供的指引较弱，并宣布首席财务官离职，预计将于9月1日星期三收盘后公布下一次财务业绩。</blockquote></p><p> Consensus calls for a loss per share of $0.35 for the second quarter, compared to earnings of $0.07 per share in the year-ago period, due mostly to the impact of its recent $6.5 billion acquisition of Auth0, which provides an identity management platform for application builders.</p><p><blockquote>评级第二季度每股亏损0.35美元，而去年同期每股收益为0.07美元，这主要是由于其最近以65亿美元收购Auth0的影响，Auth0为应用程序提供身份管理平台构建者。</blockquote></p><p> Revenue is forecast to jump 48% year-over-year to an all-time high of $296.7 million, thanks to strong demand from large enterprises for its cloud-based identity and access management software.</p><p><blockquote>由于大型企业对其基于云的身份和访问管理软件的强劲需求，收入预计将同比增长48%，达到2.967亿美元的历史新高。</blockquote></p><p> As such, investors will focus on Okta’s subscription software revenue, which grew 38% in the last quarter to $240 million, amid the shift to remote work during the ongoing health crisis.</p><p><blockquote>因此，投资者将关注Okta的订阅软件收入，在持续的健康危机期间转向远程工作的情况下，该收入上季度增长了38%，达到2.4亿美元。</blockquote></p><p> In addition to EPS and revenue, market participants will scrutinize the company’s update regarding its outlook for the months ahead. The identity-and-access management specialist projected a loss in a range of $1.13 to $1.16 per share for fiscal 2022 in the last quarter. It forecast full-year revenue of $1.22 billion at its midpoint of guidance, representing growth of 46% year-over-year.</p><p><blockquote>除了每股收益和收入之外，市场参与者还将密切关注该公司有关未来几个月前景的更新。这家身份和访问管理专家预计2022财年最后一个季度每股亏损在1.13美元至1.16美元之间。该公司预计全年收入为12.2亿美元，处于指导中点，同比增长46%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/0d1b65b965099b13f82a5bea7e6c7c86\" tg-width=\"1917\" tg-height=\"778\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\">OKTA Daily Chart</p><p><blockquote>OKTA日线图</blockquote></p><p></p><p> OKTA stock closed at $230.56 last night, roughly 22% below its record peak of $294.00 touched in mid-February. At current levels, the San Francisco, California-based cybersecurity company has a market cap of $35.3 billion.</p><p><blockquote>OKTA股价昨晚收于230.56美元，比2月中旬触及的294.00美元的历史峰值低约22%。按照目前的水平，这家总部位于加利福尼亚州旧金山的网络安全公司的市值为353亿美元。</blockquote></p><p> After seeing its stock surge 120% in 2020 thanks to robust demand for its cybersecurity platform, Okta shares are down nearly 9% year-to-date as investor sentiment cooled on high-growth tech shares which rallied throughout the COVID-19 pandemic.</p><p><blockquote>由于对其网络安全平台的强劲需求，Okta股价在2020年飙升了120%，但由于投资者对在COVID-19大流行期间上涨的高增长科技股的情绪降温，Okta股价今年迄今已下跌近9%。</blockquote></p><p> <b>3. DocuSign</b></p><p><blockquote><b>3.DocuSign</b></blockquote></p><p> <ul>  <li>Earnings Date:&nbsp;<b>Thursday, Sept. 2</b></li>  <li>EPS Growth Estimate:&nbsp;<b>+135.3% Y-o-Y</b></li>  <li>Revenue Growth Estimate:&nbsp;<b>+42.8% Y-o-Y</b></li>  <li>Year-To-Date Performance:&nbsp;<b>+28.5%</b></li>  <li>Market Cap:&nbsp;<b>$55.6 Billion</b></li> </ul> <a href=\"https://laohu8.com/S/DOCU\">Docusign</a>—which shattered profit and sales records in the&nbsp;last quarter&nbsp;because of soaring demand for its e-signature platform—is projected to report financial results for its fiscal second quarter on Thursday, Sept. 2 after the close.</p><p><blockquote><ul><li>盈利日期：<b>9月2日，星期四</b></li><li>每股收益增长预测：<b>同比+135.3%</b></li><li>收入增长预测：<b>同比+42.8%</b></li><li>年初至今表现：<b>+28.5%</b></li><li>市值：<b>556亿美元</b></li></ul><a href=\"https://laohu8.com/S/DOCU\">Docusign</a>由于对其电子签名平台的需求飙升，该公司上季度打破了利润和销售记录，预计将于9月2日星期四收盘后公布第二财季的财务业绩。</blockquote></p><p> Consensus estimates call for the software-as-a-service company to post earnings per share of $0.40, improving 135% from EPS of $0.17 in the year-ago period.</p><p><blockquote>市场普遍预计这家软件即服务公司的看涨期权每股收益为0.40美元，比去年同期的每股收益0.17美元增长135%。</blockquote></p><p> Revenue is expected to jump about 43% year-over-year to a record $488.7 million, thanks to strong demand for its Agreement Cloud e-signature platform amid the shift to remote work.</p><p><blockquote>由于向远程工作的转变对其协议云电子签名平台的强劲需求，收入预计将同比增长约43%，达到创纪录的4.887亿美元。</blockquote></p><p> In addition to the top- and bottom-line numbers, market players will also focus on DocuSign’s update regarding its enterprise customer additions to see if it can maintain its torrid pace of growth. The company announced in its Q1 earnings report that clients with annual contract values of greater than $300,000 grew roughly 30% from the year-ago period to 673.</p><p><blockquote>除了顶线和底线数据外，市场参与者还将关注DocuSign有关其企业客户新增的更新，看看它是否能够保持其快速的增长速度。该公司在第一季度收益报告中宣布，年度合同价值超过30万美元的客户较去年同期增长约30%，达到673家。</blockquote></p><p> Investors will also concentrate on comments from DocuSign’s management regarding the outlook for the current quarter and beyond, as the existing operating environment has created a perfect backdrop for the e-signature giant to thrive.</p><p><blockquote>投资者还将关注DocuSign管理层对本季度及以后前景的评论，因为现有的运营环境为这家电子签名巨头的蓬勃发展创造了完美的背景。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/6bc1c086396d493822ad571c16ffb83d\" tg-width=\"1918\" tg-height=\"771\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\">DOCU Daily Chart</p><p><blockquote>DOCU日线图</blockquote></p><p> DOCU stock, which reached a record high of $314.49 on Aug. 10, ended at $285.58 yesterday, earning the San Francisco, California-based tech company a valuation of $55.6 billion.</p><p><blockquote>DOCU股票于8月10日创下314.49美元的历史新高，昨天收于285.58美元，使这家总部位于加利福尼亚州旧金山的科技公司估值达到556亿美元。</blockquote></p><p> DocuSign shares have been a big winner amid the pandemic, rising 200% in 2020, as the shift to the work-from-home environment led to more companies signing contracts electronically over the internet. Year-to-date, DOCU has gained another 28.5%, easily outperforming the broader market.</p><p><blockquote>DocuSign股价在疫情期间成为大赢家，2020年上涨了200%，因为向在家工作环境的转变导致更多公司通过互联网以电子方式签署合同。今年迄今为止，DOCU又上涨了28.5%，轻松跑赢大盘。</blockquote></p><p></p>","source":"lsy1594375853987","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 Software-As-Service Leaders Set For Strong Earnings As Q2 Season Winds Down<blockquote>随着第二季度接近尾声，3家软件即服务领导者将实现强劲盈利</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 Software-As-Service Leaders Set For Strong Earnings As Q2 Season Winds Down<blockquote>随着第二季度接近尾声，3家软件即服务领导者将实现强劲盈利</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">investing.com</strong><span class=\"h-time small\">2021-08-18 17:50</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Wall Street’s second quarter earnings season has all but wound down, but results in the coming weeks are due from a variety of cloud-computing Software-as-a-Service (SaaS) companies.</p><p><blockquote>华尔街第二季度财报季几乎已经结束，但未来几周，各种云计算软件即服务(SaaS)公司将公布业绩。</blockquote></p><p> The sector sold off sharply earlier this year amid valuation concerns, before it regained its footing, with the&nbsp;<a href=\"https://laohu8.com/S/SKYY\">First Trust ISE Cloud Computing Index Fund</a> rising to its highest level on record earlier this month.</p><p><blockquote>今年早些时候，由于估值担忧，该行业大幅抛售，随后又重新站稳脚跟，<a href=\"https://laohu8.com/S/SKYY\">First Trust ISE云计算指数基金</a>本月早些时候升至有记录以来的最高水平。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/cf0f0639dae1a8b40725746fb1452a04\" tg-width=\"1917\" tg-height=\"778\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\">SKYY ETF Daily Chart</p><p><blockquote>SKYY ETF日线图</blockquote></p><p> Below we highlight three SaaS leaders well worth considering ahead of their upcoming quarterly earnings reports.</p><p><blockquote>下面我们重点介绍三位SaaS领导者，在他们即将发布的季度收益报告之前非常值得考虑。</blockquote></p><p> <b>1. CrowdStrike Holdings</b></p><p><blockquote><b>1.CrowdStrike控股</b></blockquote></p><p> <ul>  <li>Earnings Date:&nbsp;<b>Tuesday, Aug. 31</b></li>  <li>EPS Growth Estimate:&nbsp;<b>+166.6% Y-o-Y</b></li>  <li>Revenue Growth Estimate:&nbsp;<b>+62.4% Y-o-Y</b></li>  <li>Year-To-Date Performance:&nbsp;<b>+9.9%</b></li>  <li>Market Cap:&nbsp;<b>$52.5 Billion</b></li> </ul> <a href=\"https://laohu8.com/S/CRWD\">CrowdStrike Holdings, Inc.</a>—which has beaten Wall Street’s sales estimates in every quarter since going public in June 2019—is scheduled to report its latest financial results after the U.S. market closes on Tuesday, Aug. 31.</p><p><blockquote><ul><li>盈利日期：<b>8月31日星期二</b></li><li>每股收益增长预测：<b>同比+166.6%</b></li><li>收入增长预测：<b>同比+62.4%</b></li><li>年初至今表现：<b>+9.9%</b></li><li>市值：<b>525亿美元</b></li></ul><a href=\"https://laohu8.com/S/CRWD\">CrowdStrike控股公司。</a>自2019年6月上市以来，该公司每个季度的销售都超出了华尔街的预期，计划于8月31日星期二美国股市收盘后公布最新财务业绩。</blockquote></p><p> Consensus expectations call for the cloud-based cybersecurity specialist, whose technology is used to detect and prevent security breaches, to post earnings per share (EPS) of $0.08 for the second quarter, improving roughly 167% from EPS of $0.03 in the year-ago period.</p><p><blockquote>看涨期权普遍预期这家基于云的网络安全专家（其技术用于检测和防止安全漏洞）第二季度每股收益(EPS)为0.08美元，较去年同期的每股收益0.03美元增长约167%。</blockquote></p><p> Meanwhile, revenue is forecast to&nbsp;jump&nbsp;around 62% year-over-year to an all-time high of $323.3 million, reflecting the ongoing surge in demand for its Falcon cybersecurity platform.</p><p><blockquote>与此同时，收入预计将同比增长约62%，达到3.233亿美元的历史新高，反映出对其Falcon网络安全平台的需求持续激增。</blockquote></p><p> Beyond the top-and-bottom line numbers, investors will keep an eye on growth in CrowdStrike’s total subscription customers. The endpoint security leader—which counts nearly half of the Fortune 100 companies as clients—said it had a total of 11,420 customers as of the end of its last quarter, up 82% year-over-year.</p><p><blockquote>除了顶线和底线数据之外，投资者还将关注CrowdStrike订阅客户总数的增长。这家终端安全领导者拥有财富100强公司中近一半的客户，该公司表示，截至上季度末，该公司共有11,420名客户，同比增长82%。</blockquote></p><p> Market players will also pay close attention to the cyber company’s outlook for the rest of the year as it looks to be one of the main beneficiaries of the ongoing increase in cybersecurity spending amid the rampant surge in cyberattacks.</p><p><blockquote>市场参与者还将密切关注这家网络公司今年剩余时间的前景，因为在网络攻击猖獗的情况下，它似乎是网络安全支出持续增加的主要受益者之一。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/76abfcac8addb6807b144474d91d4403\" tg-width=\"1918\" tg-height=\"776\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\">CRWD Daily Stock Chart</p><p><blockquote>CRWD每日股票图表</blockquote></p><p> Shares of the Sunnyvale, California-based company, which soared 324% in 2020 thanks to a growing wave of enterprise cybersecurity spending during the COVID pandemic, have seen their ascent slow this year, climbing just 9.9% in 2021.</p><p><blockquote>由于新冠疫情期间企业网络安全支出不断增长，这家总部位于加利福尼亚州桑尼维尔的公司的股价在2020年飙升了324%，但今年上涨缓慢，2021年仅上涨了9.9%。</blockquote></p><p> CRWD stock ended Tuesday’s session at $232.64, earning the company a valuation of $52.5 billion. At current levels, shares remain about 14.5% below their all-time high of $272.63 reached on July 23.</p><p><blockquote>CRWD股票周二收于232.64美元，该公司估值达到525亿美元。按目前水平计算，该股仍比7月23日触及的历史高点272.63美元低约14.5%。</blockquote></p><p> <b>2. Okta</b></p><p><blockquote><b>2.Okta</b></blockquote></p><p> <ul>  <li>Earnings Date:&nbsp;<b>Wednesday, Sept. 1</b></li>  <li>EPS Growth Estimate:&nbsp;<b>-600% Y-o-Y</b></li>  <li>Revenue Growth Estimate:&nbsp;<b>+48% Y-o-Y</b></li>  <li>Year-To-Date Performance:&nbsp;<b>-9.3%</b></li>  <li>Market Cap:&nbsp;<b>$35.3 Billion</b></li> </ul> <a href=\"https://laohu8.com/S/OKTA\">Okta Inc.</a>, which beat expectations for earnings and revenue for its&nbsp;last quarter&nbsp;in late May, but provided weak guidance and announced the departure of its chief financial officer, is slated to next report financial results after the closing bell on Wednesday, Sept. 1.</p><p><blockquote><ul><li>盈利日期：<b>9月1日星期三</b></li><li>每股收益增长预测：<b>-600%Y-o-Y</b></li><li>收入增长预测：<b>同比+48%</b></li><li>年初至今表现：<b>-9.3%</b></li><li>市值：<b>353亿美元</b></li></ul><a href=\"https://laohu8.com/S/OKTA\">奥克塔公司。</a>该公司5月底最后一个季度的盈利和收入超出预期，但提供的指引较弱，并宣布首席财务官离职，预计将于9月1日星期三收盘后公布下一次财务业绩。</blockquote></p><p> Consensus calls for a loss per share of $0.35 for the second quarter, compared to earnings of $0.07 per share in the year-ago period, due mostly to the impact of its recent $6.5 billion acquisition of Auth0, which provides an identity management platform for application builders.</p><p><blockquote>评级第二季度每股亏损0.35美元，而去年同期每股收益为0.07美元，这主要是由于其最近以65亿美元收购Auth0的影响，Auth0为应用程序提供身份管理平台构建者。</blockquote></p><p> Revenue is forecast to jump 48% year-over-year to an all-time high of $296.7 million, thanks to strong demand from large enterprises for its cloud-based identity and access management software.</p><p><blockquote>由于大型企业对其基于云的身份和访问管理软件的强劲需求，收入预计将同比增长48%，达到2.967亿美元的历史新高。</blockquote></p><p> As such, investors will focus on Okta’s subscription software revenue, which grew 38% in the last quarter to $240 million, amid the shift to remote work during the ongoing health crisis.</p><p><blockquote>因此，投资者将关注Okta的订阅软件收入，在持续的健康危机期间转向远程工作的情况下，该收入上季度增长了38%，达到2.4亿美元。</blockquote></p><p> In addition to EPS and revenue, market participants will scrutinize the company’s update regarding its outlook for the months ahead. The identity-and-access management specialist projected a loss in a range of $1.13 to $1.16 per share for fiscal 2022 in the last quarter. It forecast full-year revenue of $1.22 billion at its midpoint of guidance, representing growth of 46% year-over-year.</p><p><blockquote>除了每股收益和收入之外，市场参与者还将密切关注该公司有关未来几个月前景的更新。这家身份和访问管理专家预计2022财年最后一个季度每股亏损在1.13美元至1.16美元之间。该公司预计全年收入为12.2亿美元，处于指导中点，同比增长46%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/0d1b65b965099b13f82a5bea7e6c7c86\" tg-width=\"1917\" tg-height=\"778\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\">OKTA Daily Chart</p><p><blockquote>OKTA日线图</blockquote></p><p></p><p> OKTA stock closed at $230.56 last night, roughly 22% below its record peak of $294.00 touched in mid-February. At current levels, the San Francisco, California-based cybersecurity company has a market cap of $35.3 billion.</p><p><blockquote>OKTA股价昨晚收于230.56美元，比2月中旬触及的294.00美元的历史峰值低约22%。按照目前的水平，这家总部位于加利福尼亚州旧金山的网络安全公司的市值为353亿美元。</blockquote></p><p> After seeing its stock surge 120% in 2020 thanks to robust demand for its cybersecurity platform, Okta shares are down nearly 9% year-to-date as investor sentiment cooled on high-growth tech shares which rallied throughout the COVID-19 pandemic.</p><p><blockquote>由于对其网络安全平台的强劲需求，Okta股价在2020年飙升了120%，但由于投资者对在COVID-19大流行期间上涨的高增长科技股的情绪降温，Okta股价今年迄今已下跌近9%。</blockquote></p><p> <b>3. DocuSign</b></p><p><blockquote><b>3.DocuSign</b></blockquote></p><p> <ul>  <li>Earnings Date:&nbsp;<b>Thursday, Sept. 2</b></li>  <li>EPS Growth Estimate:&nbsp;<b>+135.3% Y-o-Y</b></li>  <li>Revenue Growth Estimate:&nbsp;<b>+42.8% Y-o-Y</b></li>  <li>Year-To-Date Performance:&nbsp;<b>+28.5%</b></li>  <li>Market Cap:&nbsp;<b>$55.6 Billion</b></li> </ul> <a href=\"https://laohu8.com/S/DOCU\">Docusign</a>—which shattered profit and sales records in the&nbsp;last quarter&nbsp;because of soaring demand for its e-signature platform—is projected to report financial results for its fiscal second quarter on Thursday, Sept. 2 after the close.</p><p><blockquote><ul><li>盈利日期：<b>9月2日，星期四</b></li><li>每股收益增长预测：<b>同比+135.3%</b></li><li>收入增长预测：<b>同比+42.8%</b></li><li>年初至今表现：<b>+28.5%</b></li><li>市值：<b>556亿美元</b></li></ul><a href=\"https://laohu8.com/S/DOCU\">Docusign</a>由于对其电子签名平台的需求飙升，该公司上季度打破了利润和销售记录，预计将于9月2日星期四收盘后公布第二财季的财务业绩。</blockquote></p><p> Consensus estimates call for the software-as-a-service company to post earnings per share of $0.40, improving 135% from EPS of $0.17 in the year-ago period.</p><p><blockquote>市场普遍预计这家软件即服务公司的看涨期权每股收益为0.40美元，比去年同期的每股收益0.17美元增长135%。</blockquote></p><p> Revenue is expected to jump about 43% year-over-year to a record $488.7 million, thanks to strong demand for its Agreement Cloud e-signature platform amid the shift to remote work.</p><p><blockquote>由于向远程工作的转变对其协议云电子签名平台的强劲需求，收入预计将同比增长约43%，达到创纪录的4.887亿美元。</blockquote></p><p> In addition to the top- and bottom-line numbers, market players will also focus on DocuSign’s update regarding its enterprise customer additions to see if it can maintain its torrid pace of growth. The company announced in its Q1 earnings report that clients with annual contract values of greater than $300,000 grew roughly 30% from the year-ago period to 673.</p><p><blockquote>除了顶线和底线数据外，市场参与者还将关注DocuSign有关其企业客户新增的更新，看看它是否能够保持其快速的增长速度。该公司在第一季度收益报告中宣布，年度合同价值超过30万美元的客户较去年同期增长约30%，达到673家。</blockquote></p><p> Investors will also concentrate on comments from DocuSign’s management regarding the outlook for the current quarter and beyond, as the existing operating environment has created a perfect backdrop for the e-signature giant to thrive.</p><p><blockquote>投资者还将关注DocuSign管理层对本季度及以后前景的评论，因为现有的运营环境为这家电子签名巨头的蓬勃发展创造了完美的背景。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/6bc1c086396d493822ad571c16ffb83d\" tg-width=\"1918\" tg-height=\"771\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\">DOCU Daily Chart</p><p><blockquote>DOCU日线图</blockquote></p><p> DOCU stock, which reached a record high of $314.49 on Aug. 10, ended at $285.58 yesterday, earning the San Francisco, California-based tech company a valuation of $55.6 billion.</p><p><blockquote>DOCU股票于8月10日创下314.49美元的历史新高，昨天收于285.58美元，使这家总部位于加利福尼亚州旧金山的科技公司估值达到556亿美元。</blockquote></p><p> DocuSign shares have been a big winner amid the pandemic, rising 200% in 2020, as the shift to the work-from-home environment led to more companies signing contracts electronically over the internet. Year-to-date, DOCU has gained another 28.5%, easily outperforming the broader market.</p><p><blockquote>DocuSign股价在疫情期间成为大赢家，2020年上涨了200%，因为向在家工作环境的转变导致更多公司通过互联网以电子方式签署合同。今年迄今为止，DOCU又上涨了28.5%，轻松跑赢大盘。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.investing.com/analysis/3-softwareasservice-leaders-set-for-strong-earnings-as-q2-season-winds-down-200599181\">investing.com</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":{"CRWD":"CrowdStrike Holdings, Inc.","SKYY":"First Trust Cloud Computing ETF","OKTA":"Okta Inc.","DOCU":"Docusign"},"source_url":"https://www.investing.com/analysis/3-softwareasservice-leaders-set-for-strong-earnings-as-q2-season-winds-down-200599181","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1114089066","content_text":"Wall Street’s second quarter earnings season has all but wound down, but results in the coming weeks are due from a variety of cloud-computing Software-as-a-Service (SaaS) companies.\nThe sector sold off sharply earlier this year amid valuation concerns, before it regained its footing, with the First Trust ISE Cloud Computing Index Fund rising to its highest level on record earlier this month.\nSKYY ETF Daily Chart\nBelow we highlight three SaaS leaders well worth considering ahead of their upcoming quarterly earnings reports.\n1. CrowdStrike Holdings\n\nEarnings Date: Tuesday, Aug. 31\nEPS Growth Estimate: +166.6% Y-o-Y\nRevenue Growth Estimate: +62.4% Y-o-Y\nYear-To-Date Performance: +9.9%\nMarket Cap: $52.5 Billion\n\nCrowdStrike Holdings, Inc.—which has beaten Wall Street’s sales estimates in every quarter since going public in June 2019—is scheduled to report its latest financial results after the U.S. market closes on Tuesday, Aug. 31.\nConsensus expectations call for the cloud-based cybersecurity specialist, whose technology is used to detect and prevent security breaches, to post earnings per share (EPS) of $0.08 for the second quarter, improving roughly 167% from EPS of $0.03 in the year-ago period.\nMeanwhile, revenue is forecast to jump around 62% year-over-year to an all-time high of $323.3 million, reflecting the ongoing surge in demand for its Falcon cybersecurity platform.\nBeyond the top-and-bottom line numbers, investors will keep an eye on growth in CrowdStrike’s total subscription customers. The endpoint security leader—which counts nearly half of the Fortune 100 companies as clients—said it had a total of 11,420 customers as of the end of its last quarter, up 82% year-over-year.\nMarket players will also pay close attention to the cyber company’s outlook for the rest of the year as it looks to be one of the main beneficiaries of the ongoing increase in cybersecurity spending amid the rampant surge in cyberattacks.\nCRWD Daily Stock Chart\nShares of the Sunnyvale, California-based company, which soared 324% in 2020 thanks to a growing wave of enterprise cybersecurity spending during the COVID pandemic, have seen their ascent slow this year, climbing just 9.9% in 2021.\nCRWD stock ended Tuesday’s session at $232.64, earning the company a valuation of $52.5 billion. At current levels, shares remain about 14.5% below their all-time high of $272.63 reached on July 23.\n2. Okta\n\nEarnings Date: Wednesday, Sept. 1\nEPS Growth Estimate: -600% Y-o-Y\nRevenue Growth Estimate: +48% Y-o-Y\nYear-To-Date Performance: -9.3%\nMarket Cap: $35.3 Billion\n\nOkta Inc., which beat expectations for earnings and revenue for its last quarter in late May, but provided weak guidance and announced the departure of its chief financial officer, is slated to next report financial results after the closing bell on Wednesday, Sept. 1.\nConsensus calls for a loss per share of $0.35 for the second quarter, compared to earnings of $0.07 per share in the year-ago period, due mostly to the impact of its recent $6.5 billion acquisition of Auth0, which provides an identity management platform for application builders.\nRevenue is forecast to jump 48% year-over-year to an all-time high of $296.7 million, thanks to strong demand from large enterprises for its cloud-based identity and access management software.\nAs such, investors will focus on Okta’s subscription software revenue, which grew 38% in the last quarter to $240 million, amid the shift to remote work during the ongoing health crisis.\nIn addition to EPS and revenue, market participants will scrutinize the company’s update regarding its outlook for the months ahead. The identity-and-access management specialist projected a loss in a range of $1.13 to $1.16 per share for fiscal 2022 in the last quarter. It forecast full-year revenue of $1.22 billion at its midpoint of guidance, representing growth of 46% year-over-year.\nOKTA Daily Chart\nOKTA stock closed at $230.56 last night, roughly 22% below its record peak of $294.00 touched in mid-February. At current levels, the San Francisco, California-based cybersecurity company has a market cap of $35.3 billion.\nAfter seeing its stock surge 120% in 2020 thanks to robust demand for its cybersecurity platform, Okta shares are down nearly 9% year-to-date as investor sentiment cooled on high-growth tech shares which rallied throughout the COVID-19 pandemic.\n3. DocuSign\n\nEarnings Date: Thursday, Sept. 2\nEPS Growth Estimate: +135.3% Y-o-Y\nRevenue Growth Estimate: +42.8% Y-o-Y\nYear-To-Date Performance: +28.5%\nMarket Cap: $55.6 Billion\n\nDocusign—which shattered profit and sales records in the last quarter because of soaring demand for its e-signature platform—is projected to report financial results for its fiscal second quarter on Thursday, Sept. 2 after the close.\nConsensus estimates call for the software-as-a-service company to post earnings per share of $0.40, improving 135% from EPS of $0.17 in the year-ago period.\nRevenue is expected to jump about 43% year-over-year to a record $488.7 million, thanks to strong demand for its Agreement Cloud e-signature platform amid the shift to remote work.\nIn addition to the top- and bottom-line numbers, market players will also focus on DocuSign’s update regarding its enterprise customer additions to see if it can maintain its torrid pace of growth. The company announced in its Q1 earnings report that clients with annual contract values of greater than $300,000 grew roughly 30% from the year-ago period to 673.\nInvestors will also concentrate on comments from DocuSign’s management regarding the outlook for the current quarter and beyond, as the existing operating environment has created a perfect backdrop for the e-signature giant to thrive.\nDOCU Daily Chart\nDOCU stock, which reached a record high of $314.49 on Aug. 10, ended at $285.58 yesterday, earning the San Francisco, California-based tech company a valuation of $55.6 billion.\nDocuSign shares have been a big winner amid the pandemic, rising 200% in 2020, as the shift to the work-from-home environment led to more companies signing contracts electronically over the internet. Year-to-date, DOCU has gained another 28.5%, easily outperforming the broader market.","news_type":1,"symbols_score_info":{"OKTA":0.9,"CRWD":0.9,"DOCU":0.9,"SKYY":0.9}},"isVote":1,"tweetType":1,"viewCount":1145,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":831330284,"gmtCreate":1629286660248,"gmtModify":1633685980255,"author":{"id":"3586319385319569","authorId":"3586319385319569","name":"MrBox","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586319385319569","authorIdStr":"3586319385319569"},"themes":[],"htmlText":".","listText":".","text":".","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/831330284","repostId":"1168670975","repostType":4,"isVote":1,"tweetType":1,"viewCount":974,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":832037470,"gmtCreate":1629537831690,"gmtModify":1633684128151,"author":{"id":"3586319385319569","authorId":"3586319385319569","name":"MrBox","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586319385319569","idStr":"3586319385319569"},"themes":[],"htmlText":"O","listText":"O","text":"O","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/832037470","repostId":"1107075259","repostType":4,"repost":{"id":"1107075259","kind":"news","pubTimestamp":1629509852,"share":"https://www.laohu8.com/m/news/1107075259?lang=zh_CN&edition=full","pubTime":"2021-08-21 09:37","market":"us","language":"en","title":"Ignore Elon Musk’s dancing distraction and face the dangers ahead for Tesla<blockquote>忽略Elon Musk跳舞的干扰，面对特斯拉未来的危险</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1107075259","media":"MarketWatch","summary":"Investigations into automated-driving systems and the statements made about it by the electric-car company and its chief executive deserve more attention than their latest fanciful technology aspirations and timelines.$Investors$ should ignore Elon Musk’s latest dance and focus instead on the growing issues Tesla is facing because of its chief executive’s exaggerated claims about his company’s technological capabilities.At $Tesla Motors$’s AI Day late Thursday, self-named Technoking Musk said th","content":"<p>  <b>Investigations into automated-driving systems and the statements made about it by the electric-car company and its chief executive deserve more attention than their latest fanciful technology aspirations and timelines.</b>  <a href=\"https://laohu8.com/S/ISBC\">Investors</a> should ignore Elon Musk’s latest dance and focus instead on the growing issues Tesla is facing because of its chief executive’s exaggerated claims about his company’s technological capabilities.</p><p><blockquote><b>对自动驾驶系统的调查以及这家电动汽车公司及其首席执行官就此发表的声明比他们最新的异想天开的技术愿望和时间表更值得关注。</b><a href=\"https://laohu8.com/S/ISBC\">投资者</a>应该忽略Elon Musk的最新舞蹈，而是关注特斯拉因首席执行官夸大其公司技术能力而面临的日益严重的问题。</blockquote></p><p> At <a href=\"https://laohu8.com/S/TSLA\">Tesla Motors</a>’s&nbsp;AI Day late Thursday, self-named Technoking Musk said that the company is working on a humanoid robot as “Tesla is arguably the world’s biggest robotics company because our cars are like semi-sentient robots on wheels.”</p><p><blockquote>在<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>周四晚些时候，自称Technoking Musk的马斯克表示，该公司正在开发一款人形机器人，因为“特斯拉可以说是世界上最大的机器人公司，因为我们的汽车就像轮子上的半感知机器人。”</blockquote></p><p> After a white-suited human did a brief dance for the believers in the audience and on a livestream, Musk came on the stage and showed only computer-generated images of a 5’8″ humanoid robot thathe claimed Tesla will produce a prototype of sometime next year. He inferred it could be used for manufacturing or boring repetitive tasks, like grocery shopping and will have a full self-driving computer.</p><p><blockquote>在一名身穿白色西装的人类为观众和直播中的信徒跳了一支简短的舞蹈后，马斯克走上舞台，只展示了一个5英尺8英寸的人形机器人的计算机生成图像，马斯克声称特斯拉将在明年的某个时候生产出一个原型。他推断它可以用于制造或无聊的重复性任务，例如杂货店购物，并且将配备全自动驾驶计算机。</blockquote></p><p> As always with Musk and Tesla, the timeline is highly doubtful to anyone with basic knowledge of the technology in question. Fortunately, the antics did not fool everyone on Wall Street, some of whom may be getting tired of his shenanigans.</p><p><blockquote>和马斯克和特斯拉一样，对于任何对相关技术有基本了解的人来说，时间表都是非常值得怀疑的。幸运的是，这些滑稽动作并没有愚弄华尔街的所有人，其中一些人可能已经厌倦了他的恶作剧。</blockquote></p><p> “Unfortunately, as we have seen with robotaxis and other future sci-fi projects for Musk, we view this&nbsp;Tesla&nbsp;Bot as an absolute head scratcher that will further agitate investors at a time the Street is showing growing concern around rising EV competition and safety issues for&nbsp;Tesla,” said Dan Ives, a Wedbush Securities analyst, in a note to clients early Friday.</p><p><blockquote>“不幸的是，正如我们在机器人出租车和马斯克未来的其他科幻项目中所看到的那样，我们认为这款特斯拉机器人绝对令人挠头，在华尔街对电动汽车竞争和安全日益担忧之际，它将进一步激怒投资者。特斯拉的问题，”韦德布什证券分析师Dan Ives在周五早些时候给客户的一份报告中表示。</blockquote></p><p> The safety issues Ives mentions are what investors should be attuned to right now, because it appears the government is finally stepping up and taking note of a problem this column has long pointed out: Musk repeatedly oversells the current and near-term potential for his automotive autonomy advanced technology.</p><p><blockquote>艾夫斯提到的安全问题是投资者现在应该关注的问题，因为政府似乎终于站出来并注意到本专栏长期以来指出的一个问题：马斯克一再高估其汽车自动驾驶先进技术的当前和近期潜力。</blockquote></p><p> <a href=\"https://laohu8.com/S/JE\">Just</a> a day before Thursday’s “AI Day” spectacle,two U.S. senators asked the Federal Trade Commission to investigate both Tesla’s and Musk’s “repeated overstatements of their vehicles’ capabilities”in regards to the marketing of Tesla’s “Full Self Driving” product. Tesla charges thousands of dollars at purchase (or as little as $100 a month) for software that is nowhere near full self-driving, a practice that has already led toa recent review by California Department of Motor Vehiclesanda German ruling that Tesla could not market the product as such.</p><p><blockquote><a href=\"https://laohu8.com/S/JE\">刚刚</a>在周四“人工智能日”奇观的前一天，两名美国参议员要求联邦贸易委员会调查特斯拉和马斯克在特斯拉“全自动驾驶”产品营销方面“一再夸大其车辆功能”的行为。特斯拉对远未完全自动驾驶的软件在购买时收取数千美元（或每月低至100美元）的费用，这种做法已经导致加州机动车辆管理局最近进行审查，德国裁定特斯拉不能销售该产品本身。</blockquote></p><p> “Language matters,” said Selika Talbott, a professorial lecturer in the department of public administration and policy at <a href=\"https://laohu8.com/S/AFG\">American</a> University in <a href=\"https://laohu8.com/S/WASH\">Washington</a> DC. “The use of this terminology is false and misleading and unsafe for the general public. The notions of assisted driving and autonomous vehicles and their differences are not fully understood by the general public.”</p><p><blockquote>“语言很重要，”塞利卡·塔尔博特(Selika Talbott)说。<a href=\"https://laohu8.com/S/AFG\">美国的</a>大学在<a href=\"https://laohu8.com/S/WASH\">华盛顿州</a>直流电。“这个术语的使用是错误的、误导性的，对公众来说是不安全的。辅助驾驶和自动驾驶汽车的概念及其区别并没有被公众完全理解。”</blockquote></p><p> “Tesla has highly assisted technology in their vehicle, but at no point should anyone behind the wheel think that vehicle can drive itself, because it can’t,” Talbott said.</p><p><blockquote>塔尔博特说：“特斯拉在他们的车辆中配备了高度辅助技术，但任何驾驶人员都不应该认为车辆可以自动驾驶，因为它不能。”</blockquote></p><p> The week began with news of a federal investigation into Tesla’s Autopilot system after cars using the feature crashed into stopped emergency vehicles.The <a href=\"https://laohu8.com/S/NHLD\">National</a> <a href=\"https://laohu8.com/S/HIHO\">Highway</a> Traffic Safety Administration is looking into a series of crashesby Tesla cars that had the advanced driver-assistance system enabled. NHTSA said that itopened an inquiry into 11 Tesla crashesthat involved emergency vehicles, while still investigating a series of collisions involving cars enabled with <a href=\"https://laohu8.com/S/AEIS\">Advanced</a> Driver Assistance Systems (ADAS) and tractor-trailers.</p><p><blockquote>本周伊始，有消息称，使用该功能的汽车撞上了停下来的紧急车辆，联邦政府对特斯拉的自动驾驶系统进行了调查。<a href=\"https://laohu8.com/S/NHLD\">国家的</a><a href=\"https://laohu8.com/S/HIHO\">公路</a>交通安全管理局正在调查一系列启用了高级驾驶员辅助系统的特斯拉汽车发生的撞车事故。NHTSA表示，已对11起涉及紧急车辆的特斯拉事故展开调查，同时仍在调查一系列涉及启用紧急车辆的汽车的碰撞事故<a href=\"https://laohu8.com/S/AEIS\">先进的</a>驾驶员辅助系统（ADAS）和牵引车拖车。</blockquote></p><p> The latest outcry on Capitol <a href=\"https://laohu8.com/S/HIL\">Hill</a> follows a stream of news reports and/or social media posts and YouTube videos of drivers engaging in extremely risky behavior while testing the so-called self-driving features of their Tesla. In May, Steven Michael Hendrickson,a 35-year-old father of two in Fontana, Calif., died when his Tesla hit an overturned semitruck. Earlier he had posted videos of driving without his hands on the wheel of his car on the freeway, but the NHTSA was still investigating the role of Autopilot in the crash.</p><p><blockquote>国会大厦的最新抗议<a href=\"https://laohu8.com/S/HIL\">山丘</a>关注一系列新闻报道和/或社交媒体帖子和YouTube视频，这些视频显示司机在测试特斯拉的所谓自动驾驶功能时做出了极其危险的行为。今年5月，加利福尼亚州丰塔纳市35岁的两个孩子的父亲Steven Michael Hendrickson在他的特斯拉撞上一辆翻倒的半挂卡车时死亡。早些时候，他发布了在高速公路上双手不放在方向盘上驾驶的视频，但NHTSA仍在调查自动驾驶仪在事故中的作用。</blockquote></p><p> “The vehicles that Tesla is producing are driver-assisted systems,” said Bryan Reimer, a research scientist at the MIT Center for Transportation and Logistics. “They are assisting the driver, and the driver needs to maintain vigilance.”</p><p><blockquote>“特斯拉正在生产的车辆是驾驶辅助系统，”麻省理工学院运输和物流中心的研究科学家布莱恩·赖默说。“他们在协助司机，司机需要保持警惕。”</blockquote></p><p></p><p> It is important to note the difference between Tesla’s dual products with misleading names. “Autopilot” is an ADAS system, a highly advanced version of cruise control meant for highway driving that enables “your car to steer, accelerate and brake automatically within its lane under your active supervision, assisting with the most burdensome parts of driving,” according to Tesla’s website. Tesla also offers the “FSD” package, now available by a subscription of $99 to $199 a month, which it describes as “access to a suite of more advanced driver assistance features, designed to provide more active guidance and assisted driving under your active supervision.”</p><p><blockquote>值得注意的是，特斯拉具有误导性名称的双产品之间的差异。“Autopilot”是一种ADAS系统，是一种高度先进的巡航控制版本，适用于高速公路驾驶，使“您的汽车能够在您的主动监督下在车道内自动转向、加速和制动，协助驾驶中最繁重的部分”。特斯拉的网站。特斯拉还提供“FSD”套餐，现在每月订阅费用为99至199美元，其将其描述为“访问一套更先进的驾驶员辅助功能，旨在在您的主动监督下提供更主动的指导和辅助驾驶。”</blockquote></p><p> If only Musk described these systems in a similar manner to the official website. In analyst conference calls and in Tesla’s multi-hour long presentations to its fan base, Musk has been proclaiming that with this software, full autonomy is around the corner.</p><p><blockquote>要是马斯克用和官网类似的方式描述这些系统就好了。在评级分析师会议上以及特斯拉向其粉丝群进行的长达数小时的演示中，马斯克一直宣称，有了这款软件，完全自主指日可待。</blockquote></p><p> “We&nbsp;basically&nbsp;have&nbsp;to&nbsp;solve&nbsp;real-world vision AI and we are,” he said in an earnings call in April. “And the key to solving this is also having some massive data set. So just having well over <a href=\"https://laohu8.com/S/AONE.U\">one</a> million cars on the road that are collecting data… But I am highly confident that we&nbsp;will&nbsp;get&nbsp;this&nbsp;done.”</p><p><blockquote>“我们基本上必须解决现实世界的视觉人工智能，我们确实做到了，”他在4月份的财报看涨期权上表示。“解决这个问题的关键还在于拥有一些大规模的数据集。所以只要有足够的数据集<a href=\"https://laohu8.com/S/AONE.U\">一</a>道路上有数百万辆汽车正在收集数据……但我非常有信心我们能够完成这项工作。”</blockquote></p><p> But for all of Musk’s bluster and huge fan base, investors are starting to note that the company’s tactics involving full self-driving technology are dangerous, as opposed to the other companies that are testing autonomous vehicles.</p><p><blockquote>但尽管马斯克夸夸其谈，拥有庞大的粉丝群，但投资者开始注意到，与其他正在测试自动驾驶汽车的公司相比，该公司涉及全自动驾驶技术的策略是危险的。</blockquote></p><p> For example, <a href=\"https://laohu8.com/S/GOOG\">Alphabet</a> Inc.’sGOOGGOOGLWaymo, the company with the most hours of autonomous vehicle driving, is currently operating a small scale robotaxi service in parts of Arizona around Phoenix that are not densely populated, without human drivers. It is the only one of its kind in the U.S. In California, Waymo has permits from the DMV to conduct AV testing with a human driver behind the wheel.</p><p><blockquote>例如，<a href=\"https://laohu8.com/S/GOOG\">Alphabet</a>Inc.旗下的GOOGGOOGLWaymo是自动驾驶汽车时间最长的公司，目前正在亚利桑那州凤凰城周围人口不稠密的地区运营小规模机器人出租车服务，没有人类司机。这是美国唯一一家此类公司。在加利福尼亚州，Waymo获得了DMV的许可，可以在人类驾驶员驾驶的情况下进行AV测试。</blockquote></p><p> “Waymo cannot just start selling their AVs to anyone, and they can’t just drive them on the roadway, our regulatory system does not allow for that,” Talbott of <a href=\"https://laohu8.com/S/AMSWA\">American</a> University said. “You can test them but no publicly available self-driving car is on the market for purchase because it doesn’t exist.”</p><p><blockquote>“Waymo不能开始向任何人出售他们的自动驾驶汽车，他们也不能只是在道路上驾驶它们，我们的监管体系不允许这样做，”<a href=\"https://laohu8.com/S/AMSWA\">美国的</a>大学表示。“你可以测试它们，但市场上没有公开的自动驾驶汽车可供购买，因为它不存在。”</blockquote></p><p> With FSD testing being done in the real world with untrained drivers, Tesla is conducting the equivalent of clinical trials of a new drug without any professional hourly or daily monitoring of the patient.</p><p><blockquote>随着FSD测试在现实世界中由未经训练的驾驶员进行，特斯拉正在进行相当于新药临床试验的试验，而无需对患者进行任何专业的每小时或每天监测。</blockquote></p><p> “They are calling it beta, it is a beta system, they are exposing people to substantive risk,” Reimer said.</p><p><blockquote>“他们称之为测试版，这是一个测试版系统，他们让人们面临重大风险，”赖默说。</blockquote></p><p> Musk’s latest bot is yet another distraction, much like the flame thrower in 2018 sold by his Boring Company, his unwanted assistance to try and help the boys stuck in a cave in Thailand, and other projects. Investors should not let these distractions get in the way of the real issues that Musk seems to be refusing to acknowledge as he continues to oversell his company’s technological abilities.</p><p><blockquote>马斯克的最新机器人是另一个干扰，就像他的Boring Company在2018年出售的火焰喷射器、他试图帮助被困在泰国洞穴中的男孩的不必要的帮助以及其他项目一样。投资者不应该让这些干扰妨碍马斯克似乎拒绝承认的真正问题，因为他继续夸大公司的技术能力。</blockquote></p><p></p>","source":"market_watch","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>Ignore Elon Musk’s dancing distraction and face the dangers ahead for Tesla<blockquote>忽略Elon Musk跳舞的干扰，面对特斯拉未来的危险</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\">\nIgnore Elon Musk’s dancing distraction and face the dangers ahead for Tesla<blockquote>忽略Elon Musk跳舞的干扰，面对特斯拉未来的危险</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">MarketWatch</strong><span class=\"h-time small\">2021-08-21 09:37</span>\n</p>\n</h4>\n</header>\n<article>\n<p>  <b>Investigations into automated-driving systems and the statements made about it by the electric-car company and its chief executive deserve more attention than their latest fanciful technology aspirations and timelines.</b>  <a href=\"https://laohu8.com/S/ISBC\">Investors</a> should ignore Elon Musk’s latest dance and focus instead on the growing issues Tesla is facing because of its chief executive’s exaggerated claims about his company’s technological capabilities.</p><p><blockquote><b>对自动驾驶系统的调查以及这家电动汽车公司及其首席执行官就此发表的声明比他们最新的异想天开的技术愿望和时间表更值得关注。</b><a href=\"https://laohu8.com/S/ISBC\">投资者</a>应该忽略Elon Musk的最新舞蹈，而是关注特斯拉因首席执行官夸大其公司技术能力而面临的日益严重的问题。</blockquote></p><p> At <a href=\"https://laohu8.com/S/TSLA\">Tesla Motors</a>’s&nbsp;AI Day late Thursday, self-named Technoking Musk said that the company is working on a humanoid robot as “Tesla is arguably the world’s biggest robotics company because our cars are like semi-sentient robots on wheels.”</p><p><blockquote>在<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>周四晚些时候，自称Technoking Musk的马斯克表示，该公司正在开发一款人形机器人，因为“特斯拉可以说是世界上最大的机器人公司，因为我们的汽车就像轮子上的半感知机器人。”</blockquote></p><p> After a white-suited human did a brief dance for the believers in the audience and on a livestream, Musk came on the stage and showed only computer-generated images of a 5’8″ humanoid robot thathe claimed Tesla will produce a prototype of sometime next year. He inferred it could be used for manufacturing or boring repetitive tasks, like grocery shopping and will have a full self-driving computer.</p><p><blockquote>在一名身穿白色西装的人类为观众和直播中的信徒跳了一支简短的舞蹈后，马斯克走上舞台，只展示了一个5英尺8英寸的人形机器人的计算机生成图像，马斯克声称特斯拉将在明年的某个时候生产出一个原型。他推断它可以用于制造或无聊的重复性任务，例如杂货店购物，并且将配备全自动驾驶计算机。</blockquote></p><p> As always with Musk and Tesla, the timeline is highly doubtful to anyone with basic knowledge of the technology in question. Fortunately, the antics did not fool everyone on Wall Street, some of whom may be getting tired of his shenanigans.</p><p><blockquote>和马斯克和特斯拉一样，对于任何对相关技术有基本了解的人来说，时间表都是非常值得怀疑的。幸运的是，这些滑稽动作并没有愚弄华尔街的所有人，其中一些人可能已经厌倦了他的恶作剧。</blockquote></p><p> “Unfortunately, as we have seen with robotaxis and other future sci-fi projects for Musk, we view this&nbsp;Tesla&nbsp;Bot as an absolute head scratcher that will further agitate investors at a time the Street is showing growing concern around rising EV competition and safety issues for&nbsp;Tesla,” said Dan Ives, a Wedbush Securities analyst, in a note to clients early Friday.</p><p><blockquote>“不幸的是，正如我们在机器人出租车和马斯克未来的其他科幻项目中所看到的那样，我们认为这款特斯拉机器人绝对令人挠头，在华尔街对电动汽车竞争和安全日益担忧之际，它将进一步激怒投资者。特斯拉的问题，”韦德布什证券分析师Dan Ives在周五早些时候给客户的一份报告中表示。</blockquote></p><p> The safety issues Ives mentions are what investors should be attuned to right now, because it appears the government is finally stepping up and taking note of a problem this column has long pointed out: Musk repeatedly oversells the current and near-term potential for his automotive autonomy advanced technology.</p><p><blockquote>艾夫斯提到的安全问题是投资者现在应该关注的问题，因为政府似乎终于站出来并注意到本专栏长期以来指出的一个问题：马斯克一再高估其汽车自动驾驶先进技术的当前和近期潜力。</blockquote></p><p> <a href=\"https://laohu8.com/S/JE\">Just</a> a day before Thursday’s “AI Day” spectacle,two U.S. senators asked the Federal Trade Commission to investigate both Tesla’s and Musk’s “repeated overstatements of their vehicles’ capabilities”in regards to the marketing of Tesla’s “Full Self Driving” product. Tesla charges thousands of dollars at purchase (or as little as $100 a month) for software that is nowhere near full self-driving, a practice that has already led toa recent review by California Department of Motor Vehiclesanda German ruling that Tesla could not market the product as such.</p><p><blockquote><a href=\"https://laohu8.com/S/JE\">刚刚</a>在周四“人工智能日”奇观的前一天，两名美国参议员要求联邦贸易委员会调查特斯拉和马斯克在特斯拉“全自动驾驶”产品营销方面“一再夸大其车辆功能”的行为。特斯拉对远未完全自动驾驶的软件在购买时收取数千美元（或每月低至100美元）的费用，这种做法已经导致加州机动车辆管理局最近进行审查，德国裁定特斯拉不能销售该产品本身。</blockquote></p><p> “Language matters,” said Selika Talbott, a professorial lecturer in the department of public administration and policy at <a href=\"https://laohu8.com/S/AFG\">American</a> University in <a href=\"https://laohu8.com/S/WASH\">Washington</a> DC. “The use of this terminology is false and misleading and unsafe for the general public. The notions of assisted driving and autonomous vehicles and their differences are not fully understood by the general public.”</p><p><blockquote>“语言很重要，”塞利卡·塔尔博特(Selika Talbott)说。<a href=\"https://laohu8.com/S/AFG\">美国的</a>大学在<a href=\"https://laohu8.com/S/WASH\">华盛顿州</a>直流电。“这个术语的使用是错误的、误导性的，对公众来说是不安全的。辅助驾驶和自动驾驶汽车的概念及其区别并没有被公众完全理解。”</blockquote></p><p> “Tesla has highly assisted technology in their vehicle, but at no point should anyone behind the wheel think that vehicle can drive itself, because it can’t,” Talbott said.</p><p><blockquote>塔尔博特说：“特斯拉在他们的车辆中配备了高度辅助技术，但任何驾驶人员都不应该认为车辆可以自动驾驶，因为它不能。”</blockquote></p><p> The week began with news of a federal investigation into Tesla’s Autopilot system after cars using the feature crashed into stopped emergency vehicles.The <a href=\"https://laohu8.com/S/NHLD\">National</a> <a href=\"https://laohu8.com/S/HIHO\">Highway</a> Traffic Safety Administration is looking into a series of crashesby Tesla cars that had the advanced driver-assistance system enabled. NHTSA said that itopened an inquiry into 11 Tesla crashesthat involved emergency vehicles, while still investigating a series of collisions involving cars enabled with <a href=\"https://laohu8.com/S/AEIS\">Advanced</a> Driver Assistance Systems (ADAS) and tractor-trailers.</p><p><blockquote>本周伊始，有消息称，使用该功能的汽车撞上了停下来的紧急车辆，联邦政府对特斯拉的自动驾驶系统进行了调查。<a href=\"https://laohu8.com/S/NHLD\">国家的</a><a href=\"https://laohu8.com/S/HIHO\">公路</a>交通安全管理局正在调查一系列启用了高级驾驶员辅助系统的特斯拉汽车发生的撞车事故。NHTSA表示，已对11起涉及紧急车辆的特斯拉事故展开调查，同时仍在调查一系列涉及启用紧急车辆的汽车的碰撞事故<a href=\"https://laohu8.com/S/AEIS\">先进的</a>驾驶员辅助系统（ADAS）和牵引车拖车。</blockquote></p><p> The latest outcry on Capitol <a href=\"https://laohu8.com/S/HIL\">Hill</a> follows a stream of news reports and/or social media posts and YouTube videos of drivers engaging in extremely risky behavior while testing the so-called self-driving features of their Tesla. In May, Steven Michael Hendrickson,a 35-year-old father of two in Fontana, Calif., died when his Tesla hit an overturned semitruck. Earlier he had posted videos of driving without his hands on the wheel of his car on the freeway, but the NHTSA was still investigating the role of Autopilot in the crash.</p><p><blockquote>国会大厦的最新抗议<a href=\"https://laohu8.com/S/HIL\">山丘</a>关注一系列新闻报道和/或社交媒体帖子和YouTube视频，这些视频显示司机在测试特斯拉的所谓自动驾驶功能时做出了极其危险的行为。今年5月，加利福尼亚州丰塔纳市35岁的两个孩子的父亲Steven Michael Hendrickson在他的特斯拉撞上一辆翻倒的半挂卡车时死亡。早些时候，他发布了在高速公路上双手不放在方向盘上驾驶的视频，但NHTSA仍在调查自动驾驶仪在事故中的作用。</blockquote></p><p> “The vehicles that Tesla is producing are driver-assisted systems,” said Bryan Reimer, a research scientist at the MIT Center for Transportation and Logistics. “They are assisting the driver, and the driver needs to maintain vigilance.”</p><p><blockquote>“特斯拉正在生产的车辆是驾驶辅助系统，”麻省理工学院运输和物流中心的研究科学家布莱恩·赖默说。“他们在协助司机，司机需要保持警惕。”</blockquote></p><p></p><p> It is important to note the difference between Tesla’s dual products with misleading names. “Autopilot” is an ADAS system, a highly advanced version of cruise control meant for highway driving that enables “your car to steer, accelerate and brake automatically within its lane under your active supervision, assisting with the most burdensome parts of driving,” according to Tesla’s website. Tesla also offers the “FSD” package, now available by a subscription of $99 to $199 a month, which it describes as “access to a suite of more advanced driver assistance features, designed to provide more active guidance and assisted driving under your active supervision.”</p><p><blockquote>值得注意的是，特斯拉具有误导性名称的双产品之间的差异。“Autopilot”是一种ADAS系统，是一种高度先进的巡航控制版本，适用于高速公路驾驶，使“您的汽车能够在您的主动监督下在车道内自动转向、加速和制动，协助驾驶中最繁重的部分”。特斯拉的网站。特斯拉还提供“FSD”套餐，现在每月订阅费用为99至199美元，其将其描述为“访问一套更先进的驾驶员辅助功能，旨在在您的主动监督下提供更主动的指导和辅助驾驶。”</blockquote></p><p> If only Musk described these systems in a similar manner to the official website. In analyst conference calls and in Tesla’s multi-hour long presentations to its fan base, Musk has been proclaiming that with this software, full autonomy is around the corner.</p><p><blockquote>要是马斯克用和官网类似的方式描述这些系统就好了。在评级分析师会议上以及特斯拉向其粉丝群进行的长达数小时的演示中，马斯克一直宣称，有了这款软件，完全自主指日可待。</blockquote></p><p> “We&nbsp;basically&nbsp;have&nbsp;to&nbsp;solve&nbsp;real-world vision AI and we are,” he said in an earnings call in April. “And the key to solving this is also having some massive data set. So just having well over <a href=\"https://laohu8.com/S/AONE.U\">one</a> million cars on the road that are collecting data… But I am highly confident that we&nbsp;will&nbsp;get&nbsp;this&nbsp;done.”</p><p><blockquote>“我们基本上必须解决现实世界的视觉人工智能，我们确实做到了，”他在4月份的财报看涨期权上表示。“解决这个问题的关键还在于拥有一些大规模的数据集。所以只要有足够的数据集<a href=\"https://laohu8.com/S/AONE.U\">一</a>道路上有数百万辆汽车正在收集数据……但我非常有信心我们能够完成这项工作。”</blockquote></p><p> But for all of Musk’s bluster and huge fan base, investors are starting to note that the company’s tactics involving full self-driving technology are dangerous, as opposed to the other companies that are testing autonomous vehicles.</p><p><blockquote>但尽管马斯克夸夸其谈，拥有庞大的粉丝群，但投资者开始注意到，与其他正在测试自动驾驶汽车的公司相比，该公司涉及全自动驾驶技术的策略是危险的。</blockquote></p><p> For example, <a href=\"https://laohu8.com/S/GOOG\">Alphabet</a> Inc.’sGOOGGOOGLWaymo, the company with the most hours of autonomous vehicle driving, is currently operating a small scale robotaxi service in parts of Arizona around Phoenix that are not densely populated, without human drivers. It is the only one of its kind in the U.S. In California, Waymo has permits from the DMV to conduct AV testing with a human driver behind the wheel.</p><p><blockquote>例如，<a href=\"https://laohu8.com/S/GOOG\">Alphabet</a>Inc.旗下的GOOGGOOGLWaymo是自动驾驶汽车时间最长的公司，目前正在亚利桑那州凤凰城周围人口不稠密的地区运营小规模机器人出租车服务，没有人类司机。这是美国唯一一家此类公司。在加利福尼亚州，Waymo获得了DMV的许可，可以在人类驾驶员驾驶的情况下进行AV测试。</blockquote></p><p> “Waymo cannot just start selling their AVs to anyone, and they can’t just drive them on the roadway, our regulatory system does not allow for that,” Talbott of <a href=\"https://laohu8.com/S/AMSWA\">American</a> University said. “You can test them but no publicly available self-driving car is on the market for purchase because it doesn’t exist.”</p><p><blockquote>“Waymo不能开始向任何人出售他们的自动驾驶汽车，他们也不能只是在道路上驾驶它们，我们的监管体系不允许这样做，”<a href=\"https://laohu8.com/S/AMSWA\">美国的</a>大学表示。“你可以测试它们，但市场上没有公开的自动驾驶汽车可供购买，因为它不存在。”</blockquote></p><p> With FSD testing being done in the real world with untrained drivers, Tesla is conducting the equivalent of clinical trials of a new drug without any professional hourly or daily monitoring of the patient.</p><p><blockquote>随着FSD测试在现实世界中由未经训练的驾驶员进行，特斯拉正在进行相当于新药临床试验的试验，而无需对患者进行任何专业的每小时或每天监测。</blockquote></p><p> “They are calling it beta, it is a beta system, they are exposing people to substantive risk,” Reimer said.</p><p><blockquote>“他们称之为测试版，这是一个测试版系统，他们让人们面临重大风险，”赖默说。</blockquote></p><p> Musk’s latest bot is yet another distraction, much like the flame thrower in 2018 sold by his Boring Company, his unwanted assistance to try and help the boys stuck in a cave in Thailand, and other projects. Investors should not let these distractions get in the way of the real issues that Musk seems to be refusing to acknowledge as he continues to oversell his company’s technological abilities.</p><p><blockquote>马斯克的最新机器人是另一个干扰，就像他的Boring Company在2018年出售的火焰喷射器、他试图帮助被困在泰国洞穴中的男孩的不必要的帮助以及其他项目一样。投资者不应该让这些干扰妨碍马斯克似乎拒绝承认的真正问题，因为他继续夸大公司的技术能力。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.marketwatch.com/story/ignore-elon-musks-dancing-distraction-and-face-the-dangers-ahead-for-tesla-11629488276?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":{"TSLA":"特斯拉"},"source_url":"https://www.marketwatch.com/story/ignore-elon-musks-dancing-distraction-and-face-the-dangers-ahead-for-tesla-11629488276?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/599a65733b8245fcf7868668ef9ad712","article_id":"1107075259","content_text":"Investigations into automated-driving systems and the statements made about it by the electric-car company and its chief executive deserve more attention than their latest fanciful technology aspirations and timelines.\n\nInvestors should ignore Elon Musk’s latest dance and focus instead on the growing issues Tesla is facing because of its chief executive’s exaggerated claims about his company’s technological capabilities.\nAt Tesla Motors’s AI Day late Thursday, self-named Technoking Musk said that the company is working on a humanoid robot as “Tesla is arguably the world’s biggest robotics company because our cars are like semi-sentient robots on wheels.”\nAfter a white-suited human did a brief dance for the believers in the audience and on a livestream, Musk came on the stage and showed only computer-generated images of a 5’8″ humanoid robot thathe claimed Tesla will produce a prototype of sometime next year. He inferred it could be used for manufacturing or boring repetitive tasks, like grocery shopping and will have a full self-driving computer.\nAs always with Musk and Tesla, the timeline is highly doubtful to anyone with basic knowledge of the technology in question. Fortunately, the antics did not fool everyone on Wall Street, some of whom may be getting tired of his shenanigans.\n“Unfortunately, as we have seen with robotaxis and other future sci-fi projects for Musk, we view this Tesla Bot as an absolute head scratcher that will further agitate investors at a time the Street is showing growing concern around rising EV competition and safety issues for Tesla,” said Dan Ives, a Wedbush Securities analyst, in a note to clients early Friday.\nThe safety issues Ives mentions are what investors should be attuned to right now, because it appears the government is finally stepping up and taking note of a problem this column has long pointed out: Musk repeatedly oversells the current and near-term potential for his automotive autonomy advanced technology.\nJust a day before Thursday’s “AI Day” spectacle,two U.S. senators asked the Federal Trade Commission to investigate both Tesla’s and Musk’s “repeated overstatements of their vehicles’ capabilities”in regards to the marketing of Tesla’s “Full Self Driving” product. Tesla charges thousands of dollars at purchase (or as little as $100 a month) for software that is nowhere near full self-driving, a practice that has already led toa recent review by California Department of Motor Vehiclesanda German ruling that Tesla could not market the product as such.\n“Language matters,” said Selika Talbott, a professorial lecturer in the department of public administration and policy at American University in Washington DC. “The use of this terminology is false and misleading and unsafe for the general public. The notions of assisted driving and autonomous vehicles and their differences are not fully understood by the general public.”\n“Tesla has highly assisted technology in their vehicle, but at no point should anyone behind the wheel think that vehicle can drive itself, because it can’t,” Talbott said.\nThe week began with news of a federal investigation into Tesla’s Autopilot system after cars using the feature crashed into stopped emergency vehicles.The National Highway Traffic Safety Administration is looking into a series of crashesby Tesla cars that had the advanced driver-assistance system enabled. NHTSA said that itopened an inquiry into 11 Tesla crashesthat involved emergency vehicles, while still investigating a series of collisions involving cars enabled with Advanced Driver Assistance Systems (ADAS) and tractor-trailers.\nThe latest outcry on Capitol Hill follows a stream of news reports and/or social media posts and YouTube videos of drivers engaging in extremely risky behavior while testing the so-called self-driving features of their Tesla. In May, Steven Michael Hendrickson,a 35-year-old father of two in Fontana, Calif., died when his Tesla hit an overturned semitruck. Earlier he had posted videos of driving without his hands on the wheel of his car on the freeway, but the NHTSA was still investigating the role of Autopilot in the crash.\n“The vehicles that Tesla is producing are driver-assisted systems,” said Bryan Reimer, a research scientist at the MIT Center for Transportation and Logistics. “They are assisting the driver, and the driver needs to maintain vigilance.”\nIt is important to note the difference between Tesla’s dual products with misleading names. “Autopilot” is an ADAS system, a highly advanced version of cruise control meant for highway driving that enables “your car to steer, accelerate and brake automatically within its lane under your active supervision, assisting with the most burdensome parts of driving,” according to Tesla’s website. Tesla also offers the “FSD” package, now available by a subscription of $99 to $199 a month, which it describes as “access to a suite of more advanced driver assistance features, designed to provide more active guidance and assisted driving under your active supervision.”\nIf only Musk described these systems in a similar manner to the official website. In analyst conference calls and in Tesla’s multi-hour long presentations to its fan base, Musk has been proclaiming that with this software, full autonomy is around the corner.\n“We basically have to solve real-world vision AI and we are,” he said in an earnings call in April. “And the key to solving this is also having some massive data set. So just having well over one million cars on the road that are collecting data… But I am highly confident that we will get this done.”\nBut for all of Musk’s bluster and huge fan base, investors are starting to note that the company’s tactics involving full self-driving technology are dangerous, as opposed to the other companies that are testing autonomous vehicles.\nFor example, Alphabet Inc.’sGOOGGOOGLWaymo, the company with the most hours of autonomous vehicle driving, is currently operating a small scale robotaxi service in parts of Arizona around Phoenix that are not densely populated, without human drivers. It is the only one of its kind in the U.S. In California, Waymo has permits from the DMV to conduct AV testing with a human driver behind the wheel.\n“Waymo cannot just start selling their AVs to anyone, and they can’t just drive them on the roadway, our regulatory system does not allow for that,” Talbott of American University said. “You can test them but no publicly available self-driving car is on the market for purchase because it doesn’t exist.”\nWith FSD testing being done in the real world with untrained drivers, Tesla is conducting the equivalent of clinical trials of a new drug without any professional hourly or daily monitoring of the patient.\n“They are calling it beta, it is a beta system, they are exposing people to substantive risk,” Reimer said.\nMusk’s latest bot is yet another distraction, much like the flame thrower in 2018 sold by his Boring Company, his unwanted assistance to try and help the boys stuck in a cave in Thailand, and other projects. Investors should not let these distractions get in the way of the real issues that Musk seems to be refusing to acknowledge as he continues to oversell his company’s technological abilities.","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":1500,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":831330284,"gmtCreate":1629286660248,"gmtModify":1633685980255,"author":{"id":"3586319385319569","authorId":"3586319385319569","name":"MrBox","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586319385319569","idStr":"3586319385319569"},"themes":[],"htmlText":".","listText":".","text":".","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/831330284","repostId":"1168670975","repostType":4,"isVote":1,"tweetType":1,"viewCount":974,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":811253019,"gmtCreate":1630328946931,"gmtModify":1704958508945,"author":{"id":"3586319385319569","authorId":"3586319385319569","name":"MrBox","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586319385319569","idStr":"3586319385319569"},"themes":[],"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/811253019","repostId":"2163886771","repostType":4,"isVote":1,"tweetType":1,"viewCount":966,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":835603145,"gmtCreate":1629707925187,"gmtModify":1633683038975,"author":{"id":"3586319385319569","authorId":"3586319385319569","name":"MrBox","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586319385319569","idStr":"3586319385319569"},"themes":[],"htmlText":"Ohh","listText":"Ohh","text":"Ohh","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/835603145","repostId":"1163822738","repostType":2,"isVote":1,"tweetType":1,"viewCount":1045,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":834895895,"gmtCreate":1629787242517,"gmtModify":1633682434647,"author":{"id":"3586319385319569","authorId":"3586319385319569","name":"MrBox","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586319385319569","idStr":"3586319385319569"},"themes":[],"htmlText":"$$$","listText":"$$$","text":"$$$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/834895895","repostId":"2161777891","repostType":4,"isVote":1,"tweetType":1,"viewCount":1081,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":831339940,"gmtCreate":1629286721180,"gmtModify":1633685979909,"author":{"id":"3586319385319569","authorId":"3586319385319569","name":"MrBox","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586319385319569","idStr":"3586319385319569"},"themes":[],"htmlText":"like","listText":"like","text":"like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/831339940","repostId":"1114089066","repostType":4,"repost":{"id":"1114089066","kind":"news","pubTimestamp":1629280201,"share":"https://www.laohu8.com/m/news/1114089066?lang=zh_CN&edition=full","pubTime":"2021-08-18 17:50","market":"us","language":"en","title":"3 Software-As-Service Leaders Set For Strong Earnings As Q2 Season Winds Down<blockquote>随着第二季度接近尾声，3家软件即服务领导者将实现强劲盈利</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1114089066","media":"investing.com","summary":"Wall Street’s second quarter earnings season has all but wound down, but results in the coming weeks","content":"<p>Wall Street’s second quarter earnings season has all but wound down, but results in the coming weeks are due from a variety of cloud-computing Software-as-a-Service (SaaS) companies.</p><p><blockquote>华尔街第二季度财报季几乎已经结束，但未来几周，各种云计算软件即服务(SaaS)公司将公布业绩。</blockquote></p><p> The sector sold off sharply earlier this year amid valuation concerns, before it regained its footing, with the&nbsp;<a href=\"https://laohu8.com/S/SKYY\">First Trust ISE Cloud Computing Index Fund</a> rising to its highest level on record earlier this month.</p><p><blockquote>今年早些时候，由于估值担忧，该行业大幅抛售，随后又重新站稳脚跟，<a href=\"https://laohu8.com/S/SKYY\">First Trust ISE云计算指数基金</a>本月早些时候升至有记录以来的最高水平。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/cf0f0639dae1a8b40725746fb1452a04\" tg-width=\"1917\" tg-height=\"778\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\">SKYY ETF Daily Chart</p><p><blockquote>SKYY ETF日线图</blockquote></p><p> Below we highlight three SaaS leaders well worth considering ahead of their upcoming quarterly earnings reports.</p><p><blockquote>下面我们重点介绍三位SaaS领导者，在他们即将发布的季度收益报告之前非常值得考虑。</blockquote></p><p> <b>1. CrowdStrike Holdings</b></p><p><blockquote><b>1.CrowdStrike控股</b></blockquote></p><p> <ul>  <li>Earnings Date:&nbsp;<b>Tuesday, Aug. 31</b></li>  <li>EPS Growth Estimate:&nbsp;<b>+166.6% Y-o-Y</b></li>  <li>Revenue Growth Estimate:&nbsp;<b>+62.4% Y-o-Y</b></li>  <li>Year-To-Date Performance:&nbsp;<b>+9.9%</b></li>  <li>Market Cap:&nbsp;<b>$52.5 Billion</b></li> </ul> <a href=\"https://laohu8.com/S/CRWD\">CrowdStrike Holdings, Inc.</a>—which has beaten Wall Street’s sales estimates in every quarter since going public in June 2019—is scheduled to report its latest financial results after the U.S. market closes on Tuesday, Aug. 31.</p><p><blockquote><ul><li>盈利日期：<b>8月31日星期二</b></li><li>每股收益增长预测：<b>同比+166.6%</b></li><li>收入增长预测：<b>同比+62.4%</b></li><li>年初至今表现：<b>+9.9%</b></li><li>市值：<b>525亿美元</b></li></ul><a href=\"https://laohu8.com/S/CRWD\">CrowdStrike控股公司。</a>自2019年6月上市以来，该公司每个季度的销售都超出了华尔街的预期，计划于8月31日星期二美国股市收盘后公布最新财务业绩。</blockquote></p><p> Consensus expectations call for the cloud-based cybersecurity specialist, whose technology is used to detect and prevent security breaches, to post earnings per share (EPS) of $0.08 for the second quarter, improving roughly 167% from EPS of $0.03 in the year-ago period.</p><p><blockquote>看涨期权普遍预期这家基于云的网络安全专家（其技术用于检测和防止安全漏洞）第二季度每股收益(EPS)为0.08美元，较去年同期的每股收益0.03美元增长约167%。</blockquote></p><p> Meanwhile, revenue is forecast to&nbsp;jump&nbsp;around 62% year-over-year to an all-time high of $323.3 million, reflecting the ongoing surge in demand for its Falcon cybersecurity platform.</p><p><blockquote>与此同时，收入预计将同比增长约62%，达到3.233亿美元的历史新高，反映出对其Falcon网络安全平台的需求持续激增。</blockquote></p><p> Beyond the top-and-bottom line numbers, investors will keep an eye on growth in CrowdStrike’s total subscription customers. The endpoint security leader—which counts nearly half of the Fortune 100 companies as clients—said it had a total of 11,420 customers as of the end of its last quarter, up 82% year-over-year.</p><p><blockquote>除了顶线和底线数据之外，投资者还将关注CrowdStrike订阅客户总数的增长。这家终端安全领导者拥有财富100强公司中近一半的客户，该公司表示，截至上季度末，该公司共有11,420名客户，同比增长82%。</blockquote></p><p> Market players will also pay close attention to the cyber company’s outlook for the rest of the year as it looks to be one of the main beneficiaries of the ongoing increase in cybersecurity spending amid the rampant surge in cyberattacks.</p><p><blockquote>市场参与者还将密切关注这家网络公司今年剩余时间的前景，因为在网络攻击猖獗的情况下，它似乎是网络安全支出持续增加的主要受益者之一。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/76abfcac8addb6807b144474d91d4403\" tg-width=\"1918\" tg-height=\"776\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\">CRWD Daily Stock Chart</p><p><blockquote>CRWD每日股票图表</blockquote></p><p> Shares of the Sunnyvale, California-based company, which soared 324% in 2020 thanks to a growing wave of enterprise cybersecurity spending during the COVID pandemic, have seen their ascent slow this year, climbing just 9.9% in 2021.</p><p><blockquote>由于新冠疫情期间企业网络安全支出不断增长，这家总部位于加利福尼亚州桑尼维尔的公司的股价在2020年飙升了324%，但今年上涨缓慢，2021年仅上涨了9.9%。</blockquote></p><p> CRWD stock ended Tuesday’s session at $232.64, earning the company a valuation of $52.5 billion. At current levels, shares remain about 14.5% below their all-time high of $272.63 reached on July 23.</p><p><blockquote>CRWD股票周二收于232.64美元，该公司估值达到525亿美元。按目前水平计算，该股仍比7月23日触及的历史高点272.63美元低约14.5%。</blockquote></p><p> <b>2. Okta</b></p><p><blockquote><b>2.Okta</b></blockquote></p><p> <ul>  <li>Earnings Date:&nbsp;<b>Wednesday, Sept. 1</b></li>  <li>EPS Growth Estimate:&nbsp;<b>-600% Y-o-Y</b></li>  <li>Revenue Growth Estimate:&nbsp;<b>+48% Y-o-Y</b></li>  <li>Year-To-Date Performance:&nbsp;<b>-9.3%</b></li>  <li>Market Cap:&nbsp;<b>$35.3 Billion</b></li> </ul> <a href=\"https://laohu8.com/S/OKTA\">Okta Inc.</a>, which beat expectations for earnings and revenue for its&nbsp;last quarter&nbsp;in late May, but provided weak guidance and announced the departure of its chief financial officer, is slated to next report financial results after the closing bell on Wednesday, Sept. 1.</p><p><blockquote><ul><li>盈利日期：<b>9月1日星期三</b></li><li>每股收益增长预测：<b>-600%Y-o-Y</b></li><li>收入增长预测：<b>同比+48%</b></li><li>年初至今表现：<b>-9.3%</b></li><li>市值：<b>353亿美元</b></li></ul><a href=\"https://laohu8.com/S/OKTA\">奥克塔公司。</a>该公司5月底最后一个季度的盈利和收入超出预期，但提供的指引较弱，并宣布首席财务官离职，预计将于9月1日星期三收盘后公布下一次财务业绩。</blockquote></p><p> Consensus calls for a loss per share of $0.35 for the second quarter, compared to earnings of $0.07 per share in the year-ago period, due mostly to the impact of its recent $6.5 billion acquisition of Auth0, which provides an identity management platform for application builders.</p><p><blockquote>评级第二季度每股亏损0.35美元，而去年同期每股收益为0.07美元，这主要是由于其最近以65亿美元收购Auth0的影响，Auth0为应用程序提供身份管理平台构建者。</blockquote></p><p> Revenue is forecast to jump 48% year-over-year to an all-time high of $296.7 million, thanks to strong demand from large enterprises for its cloud-based identity and access management software.</p><p><blockquote>由于大型企业对其基于云的身份和访问管理软件的强劲需求，收入预计将同比增长48%，达到2.967亿美元的历史新高。</blockquote></p><p> As such, investors will focus on Okta’s subscription software revenue, which grew 38% in the last quarter to $240 million, amid the shift to remote work during the ongoing health crisis.</p><p><blockquote>因此，投资者将关注Okta的订阅软件收入，在持续的健康危机期间转向远程工作的情况下，该收入上季度增长了38%，达到2.4亿美元。</blockquote></p><p> In addition to EPS and revenue, market participants will scrutinize the company’s update regarding its outlook for the months ahead. The identity-and-access management specialist projected a loss in a range of $1.13 to $1.16 per share for fiscal 2022 in the last quarter. It forecast full-year revenue of $1.22 billion at its midpoint of guidance, representing growth of 46% year-over-year.</p><p><blockquote>除了每股收益和收入之外，市场参与者还将密切关注该公司有关未来几个月前景的更新。这家身份和访问管理专家预计2022财年最后一个季度每股亏损在1.13美元至1.16美元之间。该公司预计全年收入为12.2亿美元，处于指导中点，同比增长46%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/0d1b65b965099b13f82a5bea7e6c7c86\" tg-width=\"1917\" tg-height=\"778\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\">OKTA Daily Chart</p><p><blockquote>OKTA日线图</blockquote></p><p></p><p> OKTA stock closed at $230.56 last night, roughly 22% below its record peak of $294.00 touched in mid-February. At current levels, the San Francisco, California-based cybersecurity company has a market cap of $35.3 billion.</p><p><blockquote>OKTA股价昨晚收于230.56美元，比2月中旬触及的294.00美元的历史峰值低约22%。按照目前的水平，这家总部位于加利福尼亚州旧金山的网络安全公司的市值为353亿美元。</blockquote></p><p> After seeing its stock surge 120% in 2020 thanks to robust demand for its cybersecurity platform, Okta shares are down nearly 9% year-to-date as investor sentiment cooled on high-growth tech shares which rallied throughout the COVID-19 pandemic.</p><p><blockquote>由于对其网络安全平台的强劲需求，Okta股价在2020年飙升了120%，但由于投资者对在COVID-19大流行期间上涨的高增长科技股的情绪降温，Okta股价今年迄今已下跌近9%。</blockquote></p><p> <b>3. DocuSign</b></p><p><blockquote><b>3.DocuSign</b></blockquote></p><p> <ul>  <li>Earnings Date:&nbsp;<b>Thursday, Sept. 2</b></li>  <li>EPS Growth Estimate:&nbsp;<b>+135.3% Y-o-Y</b></li>  <li>Revenue Growth Estimate:&nbsp;<b>+42.8% Y-o-Y</b></li>  <li>Year-To-Date Performance:&nbsp;<b>+28.5%</b></li>  <li>Market Cap:&nbsp;<b>$55.6 Billion</b></li> </ul> <a href=\"https://laohu8.com/S/DOCU\">Docusign</a>—which shattered profit and sales records in the&nbsp;last quarter&nbsp;because of soaring demand for its e-signature platform—is projected to report financial results for its fiscal second quarter on Thursday, Sept. 2 after the close.</p><p><blockquote><ul><li>盈利日期：<b>9月2日，星期四</b></li><li>每股收益增长预测：<b>同比+135.3%</b></li><li>收入增长预测：<b>同比+42.8%</b></li><li>年初至今表现：<b>+28.5%</b></li><li>市值：<b>556亿美元</b></li></ul><a href=\"https://laohu8.com/S/DOCU\">Docusign</a>由于对其电子签名平台的需求飙升，该公司上季度打破了利润和销售记录，预计将于9月2日星期四收盘后公布第二财季的财务业绩。</blockquote></p><p> Consensus estimates call for the software-as-a-service company to post earnings per share of $0.40, improving 135% from EPS of $0.17 in the year-ago period.</p><p><blockquote>市场普遍预计这家软件即服务公司的看涨期权每股收益为0.40美元，比去年同期的每股收益0.17美元增长135%。</blockquote></p><p> Revenue is expected to jump about 43% year-over-year to a record $488.7 million, thanks to strong demand for its Agreement Cloud e-signature platform amid the shift to remote work.</p><p><blockquote>由于向远程工作的转变对其协议云电子签名平台的强劲需求，收入预计将同比增长约43%，达到创纪录的4.887亿美元。</blockquote></p><p> In addition to the top- and bottom-line numbers, market players will also focus on DocuSign’s update regarding its enterprise customer additions to see if it can maintain its torrid pace of growth. The company announced in its Q1 earnings report that clients with annual contract values of greater than $300,000 grew roughly 30% from the year-ago period to 673.</p><p><blockquote>除了顶线和底线数据外，市场参与者还将关注DocuSign有关其企业客户新增的更新，看看它是否能够保持其快速的增长速度。该公司在第一季度收益报告中宣布，年度合同价值超过30万美元的客户较去年同期增长约30%，达到673家。</blockquote></p><p> Investors will also concentrate on comments from DocuSign’s management regarding the outlook for the current quarter and beyond, as the existing operating environment has created a perfect backdrop for the e-signature giant to thrive.</p><p><blockquote>投资者还将关注DocuSign管理层对本季度及以后前景的评论，因为现有的运营环境为这家电子签名巨头的蓬勃发展创造了完美的背景。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/6bc1c086396d493822ad571c16ffb83d\" tg-width=\"1918\" tg-height=\"771\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\">DOCU Daily Chart</p><p><blockquote>DOCU日线图</blockquote></p><p> DOCU stock, which reached a record high of $314.49 on Aug. 10, ended at $285.58 yesterday, earning the San Francisco, California-based tech company a valuation of $55.6 billion.</p><p><blockquote>DOCU股票于8月10日创下314.49美元的历史新高，昨天收于285.58美元，使这家总部位于加利福尼亚州旧金山的科技公司估值达到556亿美元。</blockquote></p><p> DocuSign shares have been a big winner amid the pandemic, rising 200% in 2020, as the shift to the work-from-home environment led to more companies signing contracts electronically over the internet. Year-to-date, DOCU has gained another 28.5%, easily outperforming the broader market.</p><p><blockquote>DocuSign股价在疫情期间成为大赢家，2020年上涨了200%，因为向在家工作环境的转变导致更多公司通过互联网以电子方式签署合同。今年迄今为止，DOCU又上涨了28.5%，轻松跑赢大盘。</blockquote></p><p></p>","source":"lsy1594375853987","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 Software-As-Service Leaders Set For Strong Earnings As Q2 Season Winds Down<blockquote>随着第二季度接近尾声，3家软件即服务领导者将实现强劲盈利</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 Software-As-Service Leaders Set For Strong Earnings As Q2 Season Winds Down<blockquote>随着第二季度接近尾声，3家软件即服务领导者将实现强劲盈利</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">investing.com</strong><span class=\"h-time small\">2021-08-18 17:50</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Wall Street’s second quarter earnings season has all but wound down, but results in the coming weeks are due from a variety of cloud-computing Software-as-a-Service (SaaS) companies.</p><p><blockquote>华尔街第二季度财报季几乎已经结束，但未来几周，各种云计算软件即服务(SaaS)公司将公布业绩。</blockquote></p><p> The sector sold off sharply earlier this year amid valuation concerns, before it regained its footing, with the&nbsp;<a href=\"https://laohu8.com/S/SKYY\">First Trust ISE Cloud Computing Index Fund</a> rising to its highest level on record earlier this month.</p><p><blockquote>今年早些时候，由于估值担忧，该行业大幅抛售，随后又重新站稳脚跟，<a href=\"https://laohu8.com/S/SKYY\">First Trust ISE云计算指数基金</a>本月早些时候升至有记录以来的最高水平。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/cf0f0639dae1a8b40725746fb1452a04\" tg-width=\"1917\" tg-height=\"778\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\">SKYY ETF Daily Chart</p><p><blockquote>SKYY ETF日线图</blockquote></p><p> Below we highlight three SaaS leaders well worth considering ahead of their upcoming quarterly earnings reports.</p><p><blockquote>下面我们重点介绍三位SaaS领导者，在他们即将发布的季度收益报告之前非常值得考虑。</blockquote></p><p> <b>1. CrowdStrike Holdings</b></p><p><blockquote><b>1.CrowdStrike控股</b></blockquote></p><p> <ul>  <li>Earnings Date:&nbsp;<b>Tuesday, Aug. 31</b></li>  <li>EPS Growth Estimate:&nbsp;<b>+166.6% Y-o-Y</b></li>  <li>Revenue Growth Estimate:&nbsp;<b>+62.4% Y-o-Y</b></li>  <li>Year-To-Date Performance:&nbsp;<b>+9.9%</b></li>  <li>Market Cap:&nbsp;<b>$52.5 Billion</b></li> </ul> <a href=\"https://laohu8.com/S/CRWD\">CrowdStrike Holdings, Inc.</a>—which has beaten Wall Street’s sales estimates in every quarter since going public in June 2019—is scheduled to report its latest financial results after the U.S. market closes on Tuesday, Aug. 31.</p><p><blockquote><ul><li>盈利日期：<b>8月31日星期二</b></li><li>每股收益增长预测：<b>同比+166.6%</b></li><li>收入增长预测：<b>同比+62.4%</b></li><li>年初至今表现：<b>+9.9%</b></li><li>市值：<b>525亿美元</b></li></ul><a href=\"https://laohu8.com/S/CRWD\">CrowdStrike控股公司。</a>自2019年6月上市以来，该公司每个季度的销售都超出了华尔街的预期，计划于8月31日星期二美国股市收盘后公布最新财务业绩。</blockquote></p><p> Consensus expectations call for the cloud-based cybersecurity specialist, whose technology is used to detect and prevent security breaches, to post earnings per share (EPS) of $0.08 for the second quarter, improving roughly 167% from EPS of $0.03 in the year-ago period.</p><p><blockquote>看涨期权普遍预期这家基于云的网络安全专家（其技术用于检测和防止安全漏洞）第二季度每股收益(EPS)为0.08美元，较去年同期的每股收益0.03美元增长约167%。</blockquote></p><p> Meanwhile, revenue is forecast to&nbsp;jump&nbsp;around 62% year-over-year to an all-time high of $323.3 million, reflecting the ongoing surge in demand for its Falcon cybersecurity platform.</p><p><blockquote>与此同时，收入预计将同比增长约62%，达到3.233亿美元的历史新高，反映出对其Falcon网络安全平台的需求持续激增。</blockquote></p><p> Beyond the top-and-bottom line numbers, investors will keep an eye on growth in CrowdStrike’s total subscription customers. The endpoint security leader—which counts nearly half of the Fortune 100 companies as clients—said it had a total of 11,420 customers as of the end of its last quarter, up 82% year-over-year.</p><p><blockquote>除了顶线和底线数据之外，投资者还将关注CrowdStrike订阅客户总数的增长。这家终端安全领导者拥有财富100强公司中近一半的客户，该公司表示，截至上季度末，该公司共有11,420名客户，同比增长82%。</blockquote></p><p> Market players will also pay close attention to the cyber company’s outlook for the rest of the year as it looks to be one of the main beneficiaries of the ongoing increase in cybersecurity spending amid the rampant surge in cyberattacks.</p><p><blockquote>市场参与者还将密切关注这家网络公司今年剩余时间的前景，因为在网络攻击猖獗的情况下，它似乎是网络安全支出持续增加的主要受益者之一。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/76abfcac8addb6807b144474d91d4403\" tg-width=\"1918\" tg-height=\"776\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\">CRWD Daily Stock Chart</p><p><blockquote>CRWD每日股票图表</blockquote></p><p> Shares of the Sunnyvale, California-based company, which soared 324% in 2020 thanks to a growing wave of enterprise cybersecurity spending during the COVID pandemic, have seen their ascent slow this year, climbing just 9.9% in 2021.</p><p><blockquote>由于新冠疫情期间企业网络安全支出不断增长，这家总部位于加利福尼亚州桑尼维尔的公司的股价在2020年飙升了324%，但今年上涨缓慢，2021年仅上涨了9.9%。</blockquote></p><p> CRWD stock ended Tuesday’s session at $232.64, earning the company a valuation of $52.5 billion. At current levels, shares remain about 14.5% below their all-time high of $272.63 reached on July 23.</p><p><blockquote>CRWD股票周二收于232.64美元，该公司估值达到525亿美元。按目前水平计算，该股仍比7月23日触及的历史高点272.63美元低约14.5%。</blockquote></p><p> <b>2. Okta</b></p><p><blockquote><b>2.Okta</b></blockquote></p><p> <ul>  <li>Earnings Date:&nbsp;<b>Wednesday, Sept. 1</b></li>  <li>EPS Growth Estimate:&nbsp;<b>-600% Y-o-Y</b></li>  <li>Revenue Growth Estimate:&nbsp;<b>+48% Y-o-Y</b></li>  <li>Year-To-Date Performance:&nbsp;<b>-9.3%</b></li>  <li>Market Cap:&nbsp;<b>$35.3 Billion</b></li> </ul> <a href=\"https://laohu8.com/S/OKTA\">Okta Inc.</a>, which beat expectations for earnings and revenue for its&nbsp;last quarter&nbsp;in late May, but provided weak guidance and announced the departure of its chief financial officer, is slated to next report financial results after the closing bell on Wednesday, Sept. 1.</p><p><blockquote><ul><li>盈利日期：<b>9月1日星期三</b></li><li>每股收益增长预测：<b>-600%Y-o-Y</b></li><li>收入增长预测：<b>同比+48%</b></li><li>年初至今表现：<b>-9.3%</b></li><li>市值：<b>353亿美元</b></li></ul><a href=\"https://laohu8.com/S/OKTA\">奥克塔公司。</a>该公司5月底最后一个季度的盈利和收入超出预期，但提供的指引较弱，并宣布首席财务官离职，预计将于9月1日星期三收盘后公布下一次财务业绩。</blockquote></p><p> Consensus calls for a loss per share of $0.35 for the second quarter, compared to earnings of $0.07 per share in the year-ago period, due mostly to the impact of its recent $6.5 billion acquisition of Auth0, which provides an identity management platform for application builders.</p><p><blockquote>评级第二季度每股亏损0.35美元，而去年同期每股收益为0.07美元，这主要是由于其最近以65亿美元收购Auth0的影响，Auth0为应用程序提供身份管理平台构建者。</blockquote></p><p> Revenue is forecast to jump 48% year-over-year to an all-time high of $296.7 million, thanks to strong demand from large enterprises for its cloud-based identity and access management software.</p><p><blockquote>由于大型企业对其基于云的身份和访问管理软件的强劲需求，收入预计将同比增长48%，达到2.967亿美元的历史新高。</blockquote></p><p> As such, investors will focus on Okta’s subscription software revenue, which grew 38% in the last quarter to $240 million, amid the shift to remote work during the ongoing health crisis.</p><p><blockquote>因此，投资者将关注Okta的订阅软件收入，在持续的健康危机期间转向远程工作的情况下，该收入上季度增长了38%，达到2.4亿美元。</blockquote></p><p> In addition to EPS and revenue, market participants will scrutinize the company’s update regarding its outlook for the months ahead. The identity-and-access management specialist projected a loss in a range of $1.13 to $1.16 per share for fiscal 2022 in the last quarter. It forecast full-year revenue of $1.22 billion at its midpoint of guidance, representing growth of 46% year-over-year.</p><p><blockquote>除了每股收益和收入之外，市场参与者还将密切关注该公司有关未来几个月前景的更新。这家身份和访问管理专家预计2022财年最后一个季度每股亏损在1.13美元至1.16美元之间。该公司预计全年收入为12.2亿美元，处于指导中点，同比增长46%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/0d1b65b965099b13f82a5bea7e6c7c86\" tg-width=\"1917\" tg-height=\"778\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\">OKTA Daily Chart</p><p><blockquote>OKTA日线图</blockquote></p><p></p><p> OKTA stock closed at $230.56 last night, roughly 22% below its record peak of $294.00 touched in mid-February. At current levels, the San Francisco, California-based cybersecurity company has a market cap of $35.3 billion.</p><p><blockquote>OKTA股价昨晚收于230.56美元，比2月中旬触及的294.00美元的历史峰值低约22%。按照目前的水平，这家总部位于加利福尼亚州旧金山的网络安全公司的市值为353亿美元。</blockquote></p><p> After seeing its stock surge 120% in 2020 thanks to robust demand for its cybersecurity platform, Okta shares are down nearly 9% year-to-date as investor sentiment cooled on high-growth tech shares which rallied throughout the COVID-19 pandemic.</p><p><blockquote>由于对其网络安全平台的强劲需求，Okta股价在2020年飙升了120%，但由于投资者对在COVID-19大流行期间上涨的高增长科技股的情绪降温，Okta股价今年迄今已下跌近9%。</blockquote></p><p> <b>3. DocuSign</b></p><p><blockquote><b>3.DocuSign</b></blockquote></p><p> <ul>  <li>Earnings Date:&nbsp;<b>Thursday, Sept. 2</b></li>  <li>EPS Growth Estimate:&nbsp;<b>+135.3% Y-o-Y</b></li>  <li>Revenue Growth Estimate:&nbsp;<b>+42.8% Y-o-Y</b></li>  <li>Year-To-Date Performance:&nbsp;<b>+28.5%</b></li>  <li>Market Cap:&nbsp;<b>$55.6 Billion</b></li> </ul> <a href=\"https://laohu8.com/S/DOCU\">Docusign</a>—which shattered profit and sales records in the&nbsp;last quarter&nbsp;because of soaring demand for its e-signature platform—is projected to report financial results for its fiscal second quarter on Thursday, Sept. 2 after the close.</p><p><blockquote><ul><li>盈利日期：<b>9月2日，星期四</b></li><li>每股收益增长预测：<b>同比+135.3%</b></li><li>收入增长预测：<b>同比+42.8%</b></li><li>年初至今表现：<b>+28.5%</b></li><li>市值：<b>556亿美元</b></li></ul><a href=\"https://laohu8.com/S/DOCU\">Docusign</a>由于对其电子签名平台的需求飙升，该公司上季度打破了利润和销售记录，预计将于9月2日星期四收盘后公布第二财季的财务业绩。</blockquote></p><p> Consensus estimates call for the software-as-a-service company to post earnings per share of $0.40, improving 135% from EPS of $0.17 in the year-ago period.</p><p><blockquote>市场普遍预计这家软件即服务公司的看涨期权每股收益为0.40美元，比去年同期的每股收益0.17美元增长135%。</blockquote></p><p> Revenue is expected to jump about 43% year-over-year to a record $488.7 million, thanks to strong demand for its Agreement Cloud e-signature platform amid the shift to remote work.</p><p><blockquote>由于向远程工作的转变对其协议云电子签名平台的强劲需求，收入预计将同比增长约43%，达到创纪录的4.887亿美元。</blockquote></p><p> In addition to the top- and bottom-line numbers, market players will also focus on DocuSign’s update regarding its enterprise customer additions to see if it can maintain its torrid pace of growth. The company announced in its Q1 earnings report that clients with annual contract values of greater than $300,000 grew roughly 30% from the year-ago period to 673.</p><p><blockquote>除了顶线和底线数据外，市场参与者还将关注DocuSign有关其企业客户新增的更新，看看它是否能够保持其快速的增长速度。该公司在第一季度收益报告中宣布，年度合同价值超过30万美元的客户较去年同期增长约30%，达到673家。</blockquote></p><p> Investors will also concentrate on comments from DocuSign’s management regarding the outlook for the current quarter and beyond, as the existing operating environment has created a perfect backdrop for the e-signature giant to thrive.</p><p><blockquote>投资者还将关注DocuSign管理层对本季度及以后前景的评论，因为现有的运营环境为这家电子签名巨头的蓬勃发展创造了完美的背景。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/6bc1c086396d493822ad571c16ffb83d\" tg-width=\"1918\" tg-height=\"771\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\">DOCU Daily Chart</p><p><blockquote>DOCU日线图</blockquote></p><p> DOCU stock, which reached a record high of $314.49 on Aug. 10, ended at $285.58 yesterday, earning the San Francisco, California-based tech company a valuation of $55.6 billion.</p><p><blockquote>DOCU股票于8月10日创下314.49美元的历史新高，昨天收于285.58美元，使这家总部位于加利福尼亚州旧金山的科技公司估值达到556亿美元。</blockquote></p><p> DocuSign shares have been a big winner amid the pandemic, rising 200% in 2020, as the shift to the work-from-home environment led to more companies signing contracts electronically over the internet. Year-to-date, DOCU has gained another 28.5%, easily outperforming the broader market.</p><p><blockquote>DocuSign股价在疫情期间成为大赢家，2020年上涨了200%，因为向在家工作环境的转变导致更多公司通过互联网以电子方式签署合同。今年迄今为止，DOCU又上涨了28.5%，轻松跑赢大盘。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.investing.com/analysis/3-softwareasservice-leaders-set-for-strong-earnings-as-q2-season-winds-down-200599181\">investing.com</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":{"CRWD":"CrowdStrike Holdings, Inc.","SKYY":"First Trust Cloud Computing ETF","OKTA":"Okta Inc.","DOCU":"Docusign"},"source_url":"https://www.investing.com/analysis/3-softwareasservice-leaders-set-for-strong-earnings-as-q2-season-winds-down-200599181","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1114089066","content_text":"Wall Street’s second quarter earnings season has all but wound down, but results in the coming weeks are due from a variety of cloud-computing Software-as-a-Service (SaaS) companies.\nThe sector sold off sharply earlier this year amid valuation concerns, before it regained its footing, with the First Trust ISE Cloud Computing Index Fund rising to its highest level on record earlier this month.\nSKYY ETF Daily Chart\nBelow we highlight three SaaS leaders well worth considering ahead of their upcoming quarterly earnings reports.\n1. CrowdStrike Holdings\n\nEarnings Date: Tuesday, Aug. 31\nEPS Growth Estimate: +166.6% Y-o-Y\nRevenue Growth Estimate: +62.4% Y-o-Y\nYear-To-Date Performance: +9.9%\nMarket Cap: $52.5 Billion\n\nCrowdStrike Holdings, Inc.—which has beaten Wall Street’s sales estimates in every quarter since going public in June 2019—is scheduled to report its latest financial results after the U.S. market closes on Tuesday, Aug. 31.\nConsensus expectations call for the cloud-based cybersecurity specialist, whose technology is used to detect and prevent security breaches, to post earnings per share (EPS) of $0.08 for the second quarter, improving roughly 167% from EPS of $0.03 in the year-ago period.\nMeanwhile, revenue is forecast to jump around 62% year-over-year to an all-time high of $323.3 million, reflecting the ongoing surge in demand for its Falcon cybersecurity platform.\nBeyond the top-and-bottom line numbers, investors will keep an eye on growth in CrowdStrike’s total subscription customers. The endpoint security leader—which counts nearly half of the Fortune 100 companies as clients—said it had a total of 11,420 customers as of the end of its last quarter, up 82% year-over-year.\nMarket players will also pay close attention to the cyber company’s outlook for the rest of the year as it looks to be one of the main beneficiaries of the ongoing increase in cybersecurity spending amid the rampant surge in cyberattacks.\nCRWD Daily Stock Chart\nShares of the Sunnyvale, California-based company, which soared 324% in 2020 thanks to a growing wave of enterprise cybersecurity spending during the COVID pandemic, have seen their ascent slow this year, climbing just 9.9% in 2021.\nCRWD stock ended Tuesday’s session at $232.64, earning the company a valuation of $52.5 billion. At current levels, shares remain about 14.5% below their all-time high of $272.63 reached on July 23.\n2. Okta\n\nEarnings Date: Wednesday, Sept. 1\nEPS Growth Estimate: -600% Y-o-Y\nRevenue Growth Estimate: +48% Y-o-Y\nYear-To-Date Performance: -9.3%\nMarket Cap: $35.3 Billion\n\nOkta Inc., which beat expectations for earnings and revenue for its last quarter in late May, but provided weak guidance and announced the departure of its chief financial officer, is slated to next report financial results after the closing bell on Wednesday, Sept. 1.\nConsensus calls for a loss per share of $0.35 for the second quarter, compared to earnings of $0.07 per share in the year-ago period, due mostly to the impact of its recent $6.5 billion acquisition of Auth0, which provides an identity management platform for application builders.\nRevenue is forecast to jump 48% year-over-year to an all-time high of $296.7 million, thanks to strong demand from large enterprises for its cloud-based identity and access management software.\nAs such, investors will focus on Okta’s subscription software revenue, which grew 38% in the last quarter to $240 million, amid the shift to remote work during the ongoing health crisis.\nIn addition to EPS and revenue, market participants will scrutinize the company’s update regarding its outlook for the months ahead. The identity-and-access management specialist projected a loss in a range of $1.13 to $1.16 per share for fiscal 2022 in the last quarter. It forecast full-year revenue of $1.22 billion at its midpoint of guidance, representing growth of 46% year-over-year.\nOKTA Daily Chart\nOKTA stock closed at $230.56 last night, roughly 22% below its record peak of $294.00 touched in mid-February. At current levels, the San Francisco, California-based cybersecurity company has a market cap of $35.3 billion.\nAfter seeing its stock surge 120% in 2020 thanks to robust demand for its cybersecurity platform, Okta shares are down nearly 9% year-to-date as investor sentiment cooled on high-growth tech shares which rallied throughout the COVID-19 pandemic.\n3. DocuSign\n\nEarnings Date: Thursday, Sept. 2\nEPS Growth Estimate: +135.3% Y-o-Y\nRevenue Growth Estimate: +42.8% Y-o-Y\nYear-To-Date Performance: +28.5%\nMarket Cap: $55.6 Billion\n\nDocusign—which shattered profit and sales records in the last quarter because of soaring demand for its e-signature platform—is projected to report financial results for its fiscal second quarter on Thursday, Sept. 2 after the close.\nConsensus estimates call for the software-as-a-service company to post earnings per share of $0.40, improving 135% from EPS of $0.17 in the year-ago period.\nRevenue is expected to jump about 43% year-over-year to a record $488.7 million, thanks to strong demand for its Agreement Cloud e-signature platform amid the shift to remote work.\nIn addition to the top- and bottom-line numbers, market players will also focus on DocuSign’s update regarding its enterprise customer additions to see if it can maintain its torrid pace of growth. The company announced in its Q1 earnings report that clients with annual contract values of greater than $300,000 grew roughly 30% from the year-ago period to 673.\nInvestors will also concentrate on comments from DocuSign’s management regarding the outlook for the current quarter and beyond, as the existing operating environment has created a perfect backdrop for the e-signature giant to thrive.\nDOCU Daily Chart\nDOCU stock, which reached a record high of $314.49 on Aug. 10, ended at $285.58 yesterday, earning the San Francisco, California-based tech company a valuation of $55.6 billion.\nDocuSign shares have been a big winner amid the pandemic, rising 200% in 2020, as the shift to the work-from-home environment led to more companies signing contracts electronically over the internet. Year-to-date, DOCU has gained another 28.5%, easily outperforming the broader market.","news_type":1,"symbols_score_info":{"OKTA":0.9,"CRWD":0.9,"DOCU":0.9,"SKYY":0.9}},"isVote":1,"tweetType":1,"viewCount":1145,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":831690527,"gmtCreate":1629307564169,"gmtModify":1633685801558,"author":{"id":"3586319385319569","authorId":"3586319385319569","name":"MrBox","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586319385319569","idStr":"3586319385319569"},"themes":[],"htmlText":"$$$","listText":"$$$","text":"$$$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/831690527","repostId":"2160737913","repostType":4,"isVote":1,"tweetType":1,"viewCount":1628,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}