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2021-10-21

Ok

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2021-09-23

Sad

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2021-09-06

Ok

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2021-08-23

Good

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2021-08-23

Good

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2021-08-05

Okokokok

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2021-08-04

Check this out

2021-08-03

Nice

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2021-08-03

Great

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2021-08-03

Ok

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2021-08-03

Ok

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2021-08-02

Nice

What To Watch For When Uber, Live Nation And Shake Shack Report Earnings This Week<blockquote>Uber、Live Nation和Shake Shack本周公布收益时值得关注的内容</blockquote>

2021-07-28

Ok

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2021-07-28

Ok

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2021-07-28

Ok

Starbucks forecasts steamy sales despite pressure in China<blockquote>尽管在中国面临压力，星巴克仍预测销售强劲</blockquote>

2021-07-28

Ok

Microsoft scores record quarterly profit on cloud boost<blockquote>微软因云推动而创下季度利润纪录</blockquote>

2021-07-28

Ok

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2021-07-28

Ok

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2021-07-27

Nice

Microsoft Focuses Aggressively On Cloud Ahead Of Fiscal Q4 Earnings Report<blockquote>微软在第四季度财报发布之前积极关注云计算</blockquote>

2021-07-27

Nice

CD&R Seeks Equity Partners for Improved Morrison Offer<blockquote>CD&R寻求股权合作伙伴以提高莫里森的报价</blockquote>

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Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1627869946,"share":"https://www.laohu8.com/m/news/1133185410?lang=zh_CN&edition=full","pubTime":"2021-08-02 10:05","market":"us","language":"en","title":"What To Watch For When Uber, Live Nation And Shake Shack Report Earnings This Week<blockquote>Uber、Live Nation和Shake Shack本周公布收益时值得关注的内容</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1133185410","media":"Benzinga","summary":"Uber Technologies Inc(NYSE:UBER),Live Nation Entertainment, Inc.(NYSE:LYV) and Shake Shack Inc(NYSE:","content":"<p><b>Uber Technologies Inc</b>(NYSE:UBER),<b>Live Nation Entertainment, Inc.</b>(NYSE:LYV) and&nbsp;<b>Shake Shack Inc</b>(NYSE:SHAK) are all scheduled&nbsp;to report quarterly&nbsp;financial results this week.</p><p><blockquote><b>优步科技公司</b>（纽约证券交易所代码：UBER），<b>现场国家娱乐公司。</b>（纽约证券交易所代码：LYV）和<b>摇摇小屋公司</b>（纽约证券交易所股票代码：SHAK）均计划于本周公布季度财务业绩。</blockquote></p><p> <b>Josh Brown</b>, CEO ofRitholtz Wealth Management, told investors what to expect from the companies,&nbsp;Friday&nbsp;on CNBC's \"Fast Money Halftime Report.\"</p><p><blockquote><b>乔希·布朗</b>RitHoltz Wealth Management首席执行官周五在CNBC的“快钱半场报告”中告诉投资者对这些公司的期望。</blockquote></p><p> Brown owns stock in all three companies and plans to hold through earnings, he said.</p><p><blockquote>他说，布朗拥有这三家公司的股票，并计划通过盈利持有。</blockquote></p><p> <b>The one he is most concerned about is Uber,</b>Brown&nbsp;told CNBC. As COVID-19 variant concerns increase, the reopening could face setbacks. Such could impact Uber's guidance for its ride-hailing business, he said.</p><p><blockquote><b>他最关注的是Uber，</b>布朗告诉CNBC。随着对新冠肺炎变种的担忧增加，重新开放可能会面临挫折。他表示，这可能会影响优步对其网约车业务的指导。</blockquote></p><p> From a technical standpoint, the stock isn't in a decisive trend and shareholder confidence seems low, Brown noted.</p><p><blockquote>布朗指出，从技术角度来看，该股并未处于决定性趋势，股东信心似乎很低。</blockquote></p><p> <b>Live Nation isn't an earnings story.</b>&nbsp;Investors should pay attention to the guidance and projections for the second half of the year, Brown said.</p><p><blockquote><b>Live Nation不是一个盈利故事。</b>布朗表示，投资者应关注下半年的指引和预测。</blockquote></p><p> <b>Shake Shack is \"very bad at reporting earnings,\"</b>he said. \"The stock tends to sell off when they report. I don't think they have quite figured out how to communicate with Wall Street.\"</p><p><blockquote><b>Shake Shack“非常不擅长报告收益”，</b>他说。“当他们发布报告时，该股往往会遭到抛售。我认为他们还没有完全弄清楚如何与华尔街沟通。”</blockquote></p><p> Regardless, the stock has had a great year and the company is making big strides at improving mobile ordering and adding&nbsp;drive-thrus, Brown said.</p><p><blockquote>布朗表示，无论如何，该股今年表现出色，该公司在改善移动订购和增加得来速服务方面取得了长足进步。</blockquote></p><p> He told CNBC that he is a happy shareholder of Shake Shack and will wait and see what happens after it reports.</p><p><blockquote>他告诉CNBC，他是Shake Shack的快乐股东，并将拭目以待其报告后会发生什么。</blockquote></p><p> <b>Price Action:</b>At last check Friday, Uber was down 2.75% at $43.46, Live Nation was down 2.27% at $79.89&nbsp;and Shake Shack was down 1.81% at $100.54.</p><p><blockquote><b>价格走势：</b>截至周五最后一次检查，Uber下跌2.75%，至43.46美元，Live Nation下跌2.27%，至79.89美元，Shake Shack下跌1.81%，至100.54美元。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhat To Watch For When Uber, Live Nation And Shake Shack Report Earnings This Week<blockquote>Uber、Live Nation和Shake Shack本周公布收益时值得关注的内容</blockquote>\n</h2>\n<h4 class=\"meta\">\n<div class=\"head\" \">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time smaller\">2021-08-02 10:05</p>\n</div>\n</div>\n</h4>\n</header>\n<article>\n<p><b>Uber Technologies Inc</b>(NYSE:UBER),<b>Live Nation Entertainment, Inc.</b>(NYSE:LYV) and&nbsp;<b>Shake Shack Inc</b>(NYSE:SHAK) are all scheduled&nbsp;to report quarterly&nbsp;financial results this week.</p><p><blockquote><b>优步科技公司</b>（纽约证券交易所代码：UBER），<b>现场国家娱乐公司。</b>（纽约证券交易所代码：LYV）和<b>摇摇小屋公司</b>（纽约证券交易所股票代码：SHAK）均计划于本周公布季度财务业绩。</blockquote></p><p> <b>Josh Brown</b>, CEO ofRitholtz Wealth Management, told investors what to expect from the companies,&nbsp;Friday&nbsp;on CNBC's \"Fast Money Halftime Report.\"</p><p><blockquote><b>乔希·布朗</b>RitHoltz Wealth Management首席执行官周五在CNBC的“快钱半场报告”中告诉投资者对这些公司的期望。</blockquote></p><p> Brown owns stock in all three companies and plans to hold through earnings, he said.</p><p><blockquote>他说，布朗拥有这三家公司的股票，并计划通过盈利持有。</blockquote></p><p> <b>The one he is most concerned about is Uber,</b>Brown&nbsp;told CNBC. As COVID-19 variant concerns increase, the reopening could face setbacks. Such could impact Uber's guidance for its ride-hailing business, he said.</p><p><blockquote><b>他最关注的是Uber，</b>布朗告诉CNBC。随着对新冠肺炎变种的担忧增加，重新开放可能会面临挫折。他表示，这可能会影响优步对其网约车业务的指导。</blockquote></p><p> From a technical standpoint, the stock isn't in a decisive trend and shareholder confidence seems low, Brown noted.</p><p><blockquote>布朗指出，从技术角度来看，该股并未处于决定性趋势，股东信心似乎很低。</blockquote></p><p> <b>Live Nation isn't an earnings story.</b>&nbsp;Investors should pay attention to the guidance and projections for the second half of the year, Brown said.</p><p><blockquote><b>Live Nation不是一个盈利故事。</b>布朗表示，投资者应关注下半年的指引和预测。</blockquote></p><p> <b>Shake Shack is \"very bad at reporting earnings,\"</b>he said. \"The stock tends to sell off when they report. I don't think they have quite figured out how to communicate with Wall Street.\"</p><p><blockquote><b>Shake Shack“非常不擅长报告收益”，</b>他说。“当他们发布报告时，该股往往会遭到抛售。我认为他们还没有完全弄清楚如何与华尔街沟通。”</blockquote></p><p> Regardless, the stock has had a great year and the company is making big strides at improving mobile ordering and adding&nbsp;drive-thrus, Brown said.</p><p><blockquote>布朗表示，无论如何，该股今年表现出色，该公司在改善移动订购和增加得来速服务方面取得了长足进步。</blockquote></p><p> He told CNBC that he is a happy shareholder of Shake Shack and will wait and see what happens after it reports.</p><p><blockquote>他告诉CNBC，他是Shake Shack的快乐股东，并将拭目以待其报告后会发生什么。</blockquote></p><p> <b>Price Action:</b>At last check Friday, Uber was down 2.75% at $43.46, Live Nation was down 2.27% at $79.89&nbsp;and Shake Shack was down 1.81% at $100.54.</p><p><blockquote><b>价格走势：</b>截至周五最后一次检查，Uber下跌2.75%，至43.46美元，Live Nation下跌2.27%，至79.89美元，Shake Shack下跌1.81%，至100.54美元。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"UBER":"优步","LYV":"Live Nation Entertainment","SHAK":"Shake Shack Inc"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1133185410","content_text":"Uber Technologies Inc(NYSE:UBER),Live Nation Entertainment, Inc.(NYSE:LYV) and Shake Shack Inc(NYSE:SHAK) are all scheduled to report quarterly financial results this week.\nJosh Brown, CEO ofRitholtz Wealth Management, told investors what to expect from the companies, Friday on CNBC's \"Fast Money Halftime Report.\"\nBrown owns stock in all three companies and plans to hold through earnings, he said.\nThe one he is most concerned about is Uber,Brown told CNBC. As COVID-19 variant concerns increase, the reopening could face setbacks. Such could impact Uber's guidance for its ride-hailing business, he said.\nFrom a technical standpoint, the stock isn't in a decisive trend and shareholder confidence seems low, Brown noted.\nLive Nation isn't an earnings story. Investors should pay attention to the guidance and projections for the second half of the year, Brown said.\nShake Shack is \"very bad at reporting earnings,\"he said. \"The stock tends to sell off when they report. I don't think they have quite figured out how to communicate with Wall Street.\"\nRegardless, the stock has had a great year and the company is making big strides at improving mobile ordering and adding drive-thrus, Brown said.\nHe told CNBC that he is a happy shareholder of Shake Shack and will wait and see what happens after it reports.\nPrice Action:At last check Friday, Uber was down 2.75% at $43.46, Live Nation was down 2.27% at $79.89 and Shake Shack was down 1.81% at $100.54.","news_type":1,"symbols_score_info":{"LYV":0.9,"UBER":0.9,"SHAK":0.9}},"isVote":1,"tweetType":1,"viewCount":427,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":803602899,"gmtCreate":1627434426111,"gmtModify":1633765045753,"author":{"id":"4090231144855440","authorId":"4090231144855440","name":"NoobTrader9","avatar":"https://static.tigerbbs.com/1189e3845ff52d4631cf0acfddc9ae88","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090231144855440","idStr":"4090231144855440"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/803602899","repostId":"1170349743","repostType":4,"isVote":1,"tweetType":1,"viewCount":642,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":803606666,"gmtCreate":1627434406255,"gmtModify":1633765046520,"author":{"id":"4090231144855440","authorId":"4090231144855440","name":"NoobTrader9","avatar":"https://static.tigerbbs.com/1189e3845ff52d4631cf0acfddc9ae88","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090231144855440","idStr":"4090231144855440"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/803606666","repostId":"1184474316","repostType":4,"isVote":1,"tweetType":1,"viewCount":499,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":803606942,"gmtCreate":1627434392186,"gmtModify":1633765047005,"author":{"id":"4090231144855440","authorId":"4090231144855440","name":"NoobTrader9","avatar":"https://static.tigerbbs.com/1189e3845ff52d4631cf0acfddc9ae88","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090231144855440","idStr":"4090231144855440"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/803606942","repostId":"1180374779","repostType":4,"repost":{"id":"1180374779","kind":"news","pubTimestamp":1627429671,"share":"https://www.laohu8.com/m/news/1180374779?lang=zh_CN&edition=full","pubTime":"2021-07-28 07:47","market":"us","language":"en","title":"Starbucks forecasts steamy sales despite pressure in China<blockquote>尽管在中国面临压力，星巴克仍预测销售强劲</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1180374779","media":"Reuters","summary":"Starbucks Corp forecast fourth-quarter sales above Wall Street estimates on Tuesday despite headwind","content":"<p>Starbucks Corp&nbsp;forecast fourth-quarter sales above Wall Street estimates on Tuesday despite headwinds in China as travel restrictions related to COVID-19 loom longer than expected.</p><p><blockquote>星巴克公司周二预测第四季度销售额将高于华尔街预期，尽管中国因与COVID-19相关的旅行限制持续时间比预期更长而面临阻力。</blockquote></p><p> The coffee chain forecast comparable sales for its current quarter to grow 18% to 21%, expecting strength in the Americas. Analysts on average expect growth of 17.5%, according to IBES data from Refinitiv.</p><p><blockquote>该咖啡连锁店预计本季度可比销售额将增长18%至21%，预计美洲市场将强劲。根据Refinitiv的IBES数据，分析师平均预期增长率为17.5%。</blockquote></p><p> But the Delta variant of the coronavirus has triggered a surge of new COVID-19 cases and the reinstatement of mask rules in some places.</p><p><blockquote>但冠状病毒的德尔塔变异毒株引发了新的COVID-19病例激增，并在一些地方恢复了口罩规定。</blockquote></p><p> The United States said on Monday that it will not lift existing travel restrictions.</p><p><blockquote>美国周一表示，不会取消现有的旅行限制。</blockquote></p><p> In the third quarter ended June 27, sales rose 19% in China - Starbucks' biggest growth market - despite a resurgence of COVID-19 in the south, Belinda Wong, chief executive officer of Starbucks China, said on a call with analysts.</p><p><blockquote>星巴克中国首席执行官Belinda Wong在与分析师的看涨期权上表示，截至6月27日的第三季度，尽管COVID-19在南方卷土重来，但星巴克最大的增长市场中国的销售额仍增长了19%。</blockquote></p><p> Starbucks lowered its fiscal 2021 forecast for China sales growth to 18-20% from 27-32%, and it dropped its international sales forecast to 15-17% from 25-30%.</p><p><blockquote>星巴克将2021财年中国销售增长预期从27-32%下调至18-20%，并将国际销售预期从25-30%下调至15-17%。</blockquote></p><p> The company's previous guidance for China had \"assumed a shorter time frame for the lifting of travel restrictions and also less of the uncertainties that we have faced in the market,\" Wong said of the revision.</p><p><blockquote>黄在谈到此次修订时表示，该公司之前对中国的指导“假设取消旅行限制的时间框架更短，并且我们在市场上面临的不确定性也更少”。</blockquote></p><p> The volatility is \"only temporary\" and the company is on track to add more than 600 net new stores in China this fiscal year, she said.</p><p><blockquote>她表示，这种波动“只是暂时的”，该公司本财年有望在中国净增加600多家新店。</blockquote></p><p> Shares fell 3.3% in extended trading.</p><p><blockquote>盘后交易中股价下跌3.3%。</blockquote></p><p> In the United States, the easing of COVID-19 restrictions on travel and restaurant capacity, as well as reopening of some offices have boosted sales at Starbucks and other big U.S. restaurants, including Chipotle Mexican Grill(CMG.N)and Domino's Pizza(DPZ.N).</p><p><blockquote>在美国，新冠肺炎放松了对旅行和餐厅容量的限制，以及一些办事处的重新开放，提振了星巴克和其他美国大型餐厅的销售，包括Chipotle Mexican Grill（CMG）。N）和达美乐披萨（DPZ.N）。</blockquote></p><p> Starbucks' U.S. quarterly sales soared 83% over the previous year - in part as urban areas recovered with people returning to businesses - and 10% above pre-pandemic levels two years ago.</p><p><blockquote>星巴克在美国的季度销售额比上一年飙升了83%——部分原因是城市地区随着人们重返企业而复苏——比两年前大流行前的水平高出10%。</blockquote></p><p> Those results helped lift global sales 73% compared to estimates of 69.4% growth.</p><p><blockquote>这些业绩帮助全球销售额增长了73%，而预期增长了69.4%。</blockquote></p><p> The company has also been pushing its digital business - its rewards program grew 48% to 24.2 million members - and new beverages, including three flavors of ready-to-drink coffee.</p><p><blockquote>该公司还一直在推动其数字业务——其奖励计划增长了48%，达到2420万会员——以及新饮料，包括三种口味的即饮咖啡。</blockquote></p><p> Its cold drinks also grew to 74% of beverage sales in the quarter.</p><p><blockquote>本季度其冷饮占饮料销售额的比例也增长至74%。</blockquote></p><p> Excluding certain items, Starbucks earned $1.01 per share, compared with a loss of 46 cents a year earlier. That exceeded analysts' estimates of 78 cents a share.</p><p><blockquote>不包括某些项目，星巴克每股盈利1.01美元，而去年同期亏损46美分。这超出了分析师每股78美分的预期。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Starbucks forecasts steamy sales despite pressure in China<blockquote>尽管在中国面临压力，星巴克仍预测销售强劲</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\">\nStarbucks forecasts steamy sales despite pressure in China<blockquote>尽管在中国面临压力，星巴克仍预测销售强劲</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Reuters</strong><span class=\"h-time small\">2021-07-28 07:47</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Starbucks Corp&nbsp;forecast fourth-quarter sales above Wall Street estimates on Tuesday despite headwinds in China as travel restrictions related to COVID-19 loom longer than expected.</p><p><blockquote>星巴克公司周二预测第四季度销售额将高于华尔街预期，尽管中国因与COVID-19相关的旅行限制持续时间比预期更长而面临阻力。</blockquote></p><p> The coffee chain forecast comparable sales for its current quarter to grow 18% to 21%, expecting strength in the Americas. Analysts on average expect growth of 17.5%, according to IBES data from Refinitiv.</p><p><blockquote>该咖啡连锁店预计本季度可比销售额将增长18%至21%，预计美洲市场将强劲。根据Refinitiv的IBES数据，分析师平均预期增长率为17.5%。</blockquote></p><p> But the Delta variant of the coronavirus has triggered a surge of new COVID-19 cases and the reinstatement of mask rules in some places.</p><p><blockquote>但冠状病毒的德尔塔变异毒株引发了新的COVID-19病例激增，并在一些地方恢复了口罩规定。</blockquote></p><p> The United States said on Monday that it will not lift existing travel restrictions.</p><p><blockquote>美国周一表示，不会取消现有的旅行限制。</blockquote></p><p> In the third quarter ended June 27, sales rose 19% in China - Starbucks' biggest growth market - despite a resurgence of COVID-19 in the south, Belinda Wong, chief executive officer of Starbucks China, said on a call with analysts.</p><p><blockquote>星巴克中国首席执行官Belinda Wong在与分析师的看涨期权上表示，截至6月27日的第三季度，尽管COVID-19在南方卷土重来，但星巴克最大的增长市场中国的销售额仍增长了19%。</blockquote></p><p> Starbucks lowered its fiscal 2021 forecast for China sales growth to 18-20% from 27-32%, and it dropped its international sales forecast to 15-17% from 25-30%.</p><p><blockquote>星巴克将2021财年中国销售增长预期从27-32%下调至18-20%，并将国际销售预期从25-30%下调至15-17%。</blockquote></p><p> The company's previous guidance for China had \"assumed a shorter time frame for the lifting of travel restrictions and also less of the uncertainties that we have faced in the market,\" Wong said of the revision.</p><p><blockquote>黄在谈到此次修订时表示，该公司之前对中国的指导“假设取消旅行限制的时间框架更短，并且我们在市场上面临的不确定性也更少”。</blockquote></p><p> The volatility is \"only temporary\" and the company is on track to add more than 600 net new stores in China this fiscal year, she said.</p><p><blockquote>她表示，这种波动“只是暂时的”，该公司本财年有望在中国净增加600多家新店。</blockquote></p><p> Shares fell 3.3% in extended trading.</p><p><blockquote>盘后交易中股价下跌3.3%。</blockquote></p><p> In the United States, the easing of COVID-19 restrictions on travel and restaurant capacity, as well as reopening of some offices have boosted sales at Starbucks and other big U.S. restaurants, including Chipotle Mexican Grill(CMG.N)and Domino's Pizza(DPZ.N).</p><p><blockquote>在美国，新冠肺炎放松了对旅行和餐厅容量的限制，以及一些办事处的重新开放，提振了星巴克和其他美国大型餐厅的销售，包括Chipotle Mexican Grill（CMG）。N）和达美乐披萨（DPZ.N）。</blockquote></p><p> Starbucks' U.S. quarterly sales soared 83% over the previous year - in part as urban areas recovered with people returning to businesses - and 10% above pre-pandemic levels two years ago.</p><p><blockquote>星巴克在美国的季度销售额比上一年飙升了83%——部分原因是城市地区随着人们重返企业而复苏——比两年前大流行前的水平高出10%。</blockquote></p><p> Those results helped lift global sales 73% compared to estimates of 69.4% growth.</p><p><blockquote>这些业绩帮助全球销售额增长了73%，而预期增长了69.4%。</blockquote></p><p> The company has also been pushing its digital business - its rewards program grew 48% to 24.2 million members - and new beverages, including three flavors of ready-to-drink coffee.</p><p><blockquote>该公司还一直在推动其数字业务——其奖励计划增长了48%，达到2420万会员——以及新饮料，包括三种口味的即饮咖啡。</blockquote></p><p> Its cold drinks also grew to 74% of beverage sales in the quarter.</p><p><blockquote>本季度其冷饮占饮料销售额的比例也增长至74%。</blockquote></p><p> Excluding certain items, Starbucks earned $1.01 per share, compared with a loss of 46 cents a year earlier. That exceeded analysts' estimates of 78 cents a share.</p><p><blockquote>不包括某些项目，星巴克每股盈利1.01美元，而去年同期亏损46美分。这超出了分析师每股78美分的预期。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.reuters.com/business/starbucks-delivers-steaming-results-customers-return-stores-2021-07-27/\">Reuters</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":{"SBUX":"星巴克"},"source_url":"https://www.reuters.com/business/starbucks-delivers-steaming-results-customers-return-stores-2021-07-27/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1180374779","content_text":"Starbucks Corp forecast fourth-quarter sales above Wall Street estimates on Tuesday despite headwinds in China as travel restrictions related to COVID-19 loom longer than expected.\nThe coffee chain forecast comparable sales for its current quarter to grow 18% to 21%, expecting strength in the Americas. Analysts on average expect growth of 17.5%, according to IBES data from Refinitiv.\nBut the Delta variant of the coronavirus has triggered a surge of new COVID-19 cases and the reinstatement of mask rules in some places.\nThe United States said on Monday that it will not lift existing travel restrictions.\nIn the third quarter ended June 27, sales rose 19% in China - Starbucks' biggest growth market - despite a resurgence of COVID-19 in the south, Belinda Wong, chief executive officer of Starbucks China, said on a call with analysts.\nStarbucks lowered its fiscal 2021 forecast for China sales growth to 18-20% from 27-32%, and it dropped its international sales forecast to 15-17% from 25-30%.\nThe company's previous guidance for China had \"assumed a shorter time frame for the lifting of travel restrictions and also less of the uncertainties that we have faced in the market,\" Wong said of the revision.\nThe volatility is \"only temporary\" and the company is on track to add more than 600 net new stores in China this fiscal year, she said.\nShares fell 3.3% in extended trading.\nIn the United States, the easing of COVID-19 restrictions on travel and restaurant capacity, as well as reopening of some offices have boosted sales at Starbucks and other big U.S. restaurants, including Chipotle Mexican Grill(CMG.N)and Domino's Pizza(DPZ.N).\nStarbucks' U.S. quarterly sales soared 83% over the previous year - in part as urban areas recovered with people returning to businesses - and 10% above pre-pandemic levels two years ago.\nThose results helped lift global sales 73% compared to estimates of 69.4% growth.\nThe company has also been pushing its digital business - its rewards program grew 48% to 24.2 million members - and new beverages, including three flavors of ready-to-drink coffee.\nIts cold drinks also grew to 74% of beverage sales in the quarter.\nExcluding certain items, Starbucks earned $1.01 per share, compared with a loss of 46 cents a year earlier. That exceeded analysts' estimates of 78 cents a share.","news_type":1,"symbols_score_info":{"SBUX":0.9}},"isVote":1,"tweetType":1,"viewCount":435,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":803608570,"gmtCreate":1627434378190,"gmtModify":1633765047227,"author":{"id":"4090231144855440","authorId":"4090231144855440","name":"NoobTrader9","avatar":"https://static.tigerbbs.com/1189e3845ff52d4631cf0acfddc9ae88","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090231144855440","idStr":"4090231144855440"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/803608570","repostId":"1155220013","repostType":4,"repost":{"id":"1155220013","kind":"news","pubTimestamp":1627426975,"share":"https://www.laohu8.com/m/news/1155220013?lang=zh_CN&edition=full","pubTime":"2021-07-28 07:02","market":"us","language":"en","title":"Microsoft scores record quarterly profit on cloud boost<blockquote>微软因云推动而创下季度利润纪录</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1155220013","media":"Reuters","summary":"(Reuters) -Microsoft Corp posted its most profitable quarter on Tuesday, beating Wall Street expecta","content":"<p>(Reuters) -Microsoft Corp posted its most profitable quarter on Tuesday, beating Wall Street expectations for revenue and earnings, as demand soared for the software giant’s cloud-based services.</p><p><blockquote>（路透社）-微软公司周二公布了有史以来最赚钱的一个季度，收入和盈利超出了华尔街的预期，因为对这家软件巨头基于云的服务的需求飙升。</blockquote></p><p> Its shares rose&nbsp;nearly 1% in after-hours trading, following the company’s year-to-date run of 30% that left investors with high expectations for the quarter.</p><p><blockquote>该公司股价在盘后交易中上涨近1%，此前该公司今年迄今已上涨30%，这让投资者对本季度抱有很高的期望。</blockquote></p><p> The pandemic-driven shift to remote work has boosted consumer appetite for cloud-based computing, helping companies including Microsoft, Amazon.com Inc’s cloud unit and Alphabet Inc’s Google Cloud.</p><p><blockquote>疫情推动的向远程工作的转变提振了消费者对基于云的计算的兴趣，帮助了微软、亚马逊公司的云部门和Alphabet公司的谷歌云等公司。</blockquote></p><p> Revenue in its “Intelligent Cloud” segment rose 30% to $17.4 billion, with 51% growth in its Azure cloud-computing business, in the fourth quarter ended June 30. Analysts had expected 43.1% growth in Azure, according to consensus data from Visible Alpha.</p><p><blockquote>截至6月30日的第四季度，其“智能云”部门的收入增长了30%，达到174亿美元，Azure云计算业务增长了51%。根据Visible Alpha的一致数据，分析师此前预计Azure将增长43.1%。</blockquote></p><p> “It’s a very impressive report from Microsoft with the company easily surpassing expectations on the performance of almost all business units,” said Haris Anwar, senior analyst at Investing.com.</p><p><blockquote>Investing.com高级分析师Haris Anwar表示：“微软发布的这份报告非常令人印象深刻，该公司几乎所有业务部门的业绩都轻松超出了预期。”</blockquote></p><p> He noted Azure’s growth and strong demand for the company’s legacy Office and software products.</p><p><blockquote>他注意到Azure的增长以及对该公司传统办公和软件产品的强劲需求。</blockquote></p><p> “That said, Microsoft’s stock has made a big run since the beginning of the pandemic, and is trading at rich multiples,” Anwar said. “After such a powerful rally, its shares may take a breather, especially when investors are still unclear how the demand scenario will evolve in the post-pandemic environment.”</p><p><blockquote>安华表示：“尽管如此，自疫情爆发以来，微软的股价大幅上涨，目前的市盈率很高。”“在如此强劲的反弹之后，其股价可能会喘口气，尤其是当投资者仍不清楚大流行后环境下需求情景将如何演变时。”</blockquote></p><p> Microsoft’s market capitalization stands at nearly $2.2 trillion, fueling concerns among some analysts that it may be overvalued. The stock has climbed nearly 30% so far this year, compared with 18% for the overall S&amp;P 500 Index, according to Refinitiv Eikon data based on Monday’s closing price.</p><p><blockquote>微软的市值接近2.2万亿美元，这加剧了一些分析师对其可能被高估的担忧。根据Refinitiv Eikon基于周一收盘价的数据，该股今年迄今已上涨近30%，而标普500整体指数的涨幅为18%。</blockquote></p><p> Revenue from personal computing, which includes Windows software and Xbox gaming consoles, rose 9% to $14.1 billion.</p><p><blockquote>包括Windows软件和Xbox游戏机在内的个人计算收入增长9%，达到141亿美元。</blockquote></p><p> But Xbox content and services revenue dipped, suggesting that a pandemic-fueled gaming boom is beginning to wane, said Paolo Pescatore, an analyst at PP Foresight. The company must strengthen its presence in the home to better compete with rivals, he added.</p><p><blockquote>但PP Foresight分析师Paolo Pescatore表示，Xbox内容和服务收入下降，表明大流行推动的游戏热潮开始消退。他补充说，该公司必须加强其在国内的影响力，以便更好地与竞争对手竞争。</blockquote></p><p> Some Microsoft hardware lines were affected by a shortage of components such as chips, said Kyle Vikstrom, director of Microsoft investor relations. Makers of cars to smartphones have grappled with an unprecedented chip shortage in recent quarters.</p><p><blockquote>微软投资者关系总监Kyle Vikstrom表示，一些微软硬件产品线受到芯片等零部件短缺的影响。最近几个季度，从汽车到智能手机的制造商都在努力应对前所未有的芯片短缺问题。</blockquote></p><p> “We are seeing supply chain constraints that are impacting Windows OEM and Surface ... and also impacting Xbox consoles,” she said.</p><p><blockquote>“我们看到供应链限制正在影响Windows OEM和Surface……也影响Xbox游戏机，”她说。</blockquote></p><p> The chip shortage could also be contributing to Microsoft’s dip in Xbox content and services revenue, as constrained hardware sales lead to a weaker performance in services, said Daniel Ives of Wedbush Securities.</p><p><blockquote>Wedbush Securities的Daniel Ives表示，芯片短缺也可能导致微软Xbox内容和服务收入下降，因为硬件销售受限导致服务表现疲软。</blockquote></p><p> “If there’s any lagging part of Microsoft, it’s the consumer piece,” he said. “I think that continues to be a work in progress.”</p><p><blockquote>“如果说微软有任何落后的部分，那就是消费者部分，”他说。“我认为这仍然是一项正在进行的工作。”</blockquote></p><p> Revenue rose 21% to $46.2 billion, beating analysts’ consensus estimate of $44.24 billion, according to IBES data from Refinitiv. The company reported earnings of $2.17 per share, above the consensus estimate of $1.92.</p><p><blockquote>根据Refinitiv的IBES数据，收入增长21%至462亿美元，超过分析师普遍预期的442.4亿美元。该公司报告每股收益为2.17美元，高于市场普遍预期的1.92美元。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Microsoft scores record quarterly profit on cloud boost<blockquote>微软因云推动而创下季度利润纪录</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\">\nMicrosoft scores record quarterly profit on cloud boost<blockquote>微软因云推动而创下季度利润纪录</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Reuters</strong><span class=\"h-time small\">2021-07-28 07:02</span>\n</p>\n</h4>\n</header>\n<article>\n<p>(Reuters) -Microsoft Corp posted its most profitable quarter on Tuesday, beating Wall Street expectations for revenue and earnings, as demand soared for the software giant’s cloud-based services.</p><p><blockquote>（路透社）-微软公司周二公布了有史以来最赚钱的一个季度，收入和盈利超出了华尔街的预期，因为对这家软件巨头基于云的服务的需求飙升。</blockquote></p><p> Its shares rose&nbsp;nearly 1% in after-hours trading, following the company’s year-to-date run of 30% that left investors with high expectations for the quarter.</p><p><blockquote>该公司股价在盘后交易中上涨近1%，此前该公司今年迄今已上涨30%，这让投资者对本季度抱有很高的期望。</blockquote></p><p> The pandemic-driven shift to remote work has boosted consumer appetite for cloud-based computing, helping companies including Microsoft, Amazon.com Inc’s cloud unit and Alphabet Inc’s Google Cloud.</p><p><blockquote>疫情推动的向远程工作的转变提振了消费者对基于云的计算的兴趣，帮助了微软、亚马逊公司的云部门和Alphabet公司的谷歌云等公司。</blockquote></p><p> Revenue in its “Intelligent Cloud” segment rose 30% to $17.4 billion, with 51% growth in its Azure cloud-computing business, in the fourth quarter ended June 30. Analysts had expected 43.1% growth in Azure, according to consensus data from Visible Alpha.</p><p><blockquote>截至6月30日的第四季度，其“智能云”部门的收入增长了30%，达到174亿美元，Azure云计算业务增长了51%。根据Visible Alpha的一致数据，分析师此前预计Azure将增长43.1%。</blockquote></p><p> “It’s a very impressive report from Microsoft with the company easily surpassing expectations on the performance of almost all business units,” said Haris Anwar, senior analyst at Investing.com.</p><p><blockquote>Investing.com高级分析师Haris Anwar表示：“微软发布的这份报告非常令人印象深刻，该公司几乎所有业务部门的业绩都轻松超出了预期。”</blockquote></p><p> He noted Azure’s growth and strong demand for the company’s legacy Office and software products.</p><p><blockquote>他注意到Azure的增长以及对该公司传统办公和软件产品的强劲需求。</blockquote></p><p> “That said, Microsoft’s stock has made a big run since the beginning of the pandemic, and is trading at rich multiples,” Anwar said. “After such a powerful rally, its shares may take a breather, especially when investors are still unclear how the demand scenario will evolve in the post-pandemic environment.”</p><p><blockquote>安华表示：“尽管如此，自疫情爆发以来，微软的股价大幅上涨，目前的市盈率很高。”“在如此强劲的反弹之后，其股价可能会喘口气，尤其是当投资者仍不清楚大流行后环境下需求情景将如何演变时。”</blockquote></p><p> Microsoft’s market capitalization stands at nearly $2.2 trillion, fueling concerns among some analysts that it may be overvalued. The stock has climbed nearly 30% so far this year, compared with 18% for the overall S&amp;P 500 Index, according to Refinitiv Eikon data based on Monday’s closing price.</p><p><blockquote>微软的市值接近2.2万亿美元，这加剧了一些分析师对其可能被高估的担忧。根据Refinitiv Eikon基于周一收盘价的数据，该股今年迄今已上涨近30%，而标普500整体指数的涨幅为18%。</blockquote></p><p> Revenue from personal computing, which includes Windows software and Xbox gaming consoles, rose 9% to $14.1 billion.</p><p><blockquote>包括Windows软件和Xbox游戏机在内的个人计算收入增长9%，达到141亿美元。</blockquote></p><p> But Xbox content and services revenue dipped, suggesting that a pandemic-fueled gaming boom is beginning to wane, said Paolo Pescatore, an analyst at PP Foresight. The company must strengthen its presence in the home to better compete with rivals, he added.</p><p><blockquote>但PP Foresight分析师Paolo Pescatore表示，Xbox内容和服务收入下降，表明大流行推动的游戏热潮开始消退。他补充说，该公司必须加强其在国内的影响力，以便更好地与竞争对手竞争。</blockquote></p><p> Some Microsoft hardware lines were affected by a shortage of components such as chips, said Kyle Vikstrom, director of Microsoft investor relations. Makers of cars to smartphones have grappled with an unprecedented chip shortage in recent quarters.</p><p><blockquote>微软投资者关系总监Kyle Vikstrom表示，一些微软硬件产品线受到芯片等零部件短缺的影响。最近几个季度，从汽车到智能手机的制造商都在努力应对前所未有的芯片短缺问题。</blockquote></p><p> “We are seeing supply chain constraints that are impacting Windows OEM and Surface ... and also impacting Xbox consoles,” she said.</p><p><blockquote>“我们看到供应链限制正在影响Windows OEM和Surface……也影响Xbox游戏机，”她说。</blockquote></p><p> The chip shortage could also be contributing to Microsoft’s dip in Xbox content and services revenue, as constrained hardware sales lead to a weaker performance in services, said Daniel Ives of Wedbush Securities.</p><p><blockquote>Wedbush Securities的Daniel Ives表示，芯片短缺也可能导致微软Xbox内容和服务收入下降，因为硬件销售受限导致服务表现疲软。</blockquote></p><p> “If there’s any lagging part of Microsoft, it’s the consumer piece,” he said. “I think that continues to be a work in progress.”</p><p><blockquote>“如果说微软有任何落后的部分，那就是消费者部分，”他说。“我认为这仍然是一项正在进行的工作。”</blockquote></p><p> Revenue rose 21% to $46.2 billion, beating analysts’ consensus estimate of $44.24 billion, according to IBES data from Refinitiv. The company reported earnings of $2.17 per share, above the consensus estimate of $1.92.</p><p><blockquote>根据Refinitiv的IBES数据，收入增长21%至462亿美元，超过分析师普遍预期的442.4亿美元。该公司报告每股收益为2.17美元，高于市场普遍预期的1.92美元。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.reuters.com/article/microsoft-results/update-3-microsoft-scores-record-quarterly-profit-on-cloud-boost-idUSL4N2P33TQ\">Reuters</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":{"MSFT":"微软"},"source_url":"https://www.reuters.com/article/microsoft-results/update-3-microsoft-scores-record-quarterly-profit-on-cloud-boost-idUSL4N2P33TQ","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1155220013","content_text":"(Reuters) -Microsoft Corp posted its most profitable quarter on Tuesday, beating Wall Street expectations for revenue and earnings, as demand soared for the software giant’s cloud-based services.\nIts shares rose nearly 1% in after-hours trading, following the company’s year-to-date run of 30% that left investors with high expectations for the quarter.\nThe pandemic-driven shift to remote work has boosted consumer appetite for cloud-based computing, helping companies including Microsoft, Amazon.com Inc’s cloud unit and Alphabet Inc’s Google Cloud.\nRevenue in its “Intelligent Cloud” segment rose 30% to $17.4 billion, with 51% growth in its Azure cloud-computing business, in the fourth quarter ended June 30. Analysts had expected 43.1% growth in Azure, according to consensus data from Visible Alpha.\n“It’s a very impressive report from Microsoft with the company easily surpassing expectations on the performance of almost all business units,” said Haris Anwar, senior analyst at Investing.com.\nHe noted Azure’s growth and strong demand for the company’s legacy Office and software products.\n“That said, Microsoft’s stock has made a big run since the beginning of the pandemic, and is trading at rich multiples,” Anwar said. “After such a powerful rally, its shares may take a breather, especially when investors are still unclear how the demand scenario will evolve in the post-pandemic environment.”\nMicrosoft’s market capitalization stands at nearly $2.2 trillion, fueling concerns among some analysts that it may be overvalued. The stock has climbed nearly 30% so far this year, compared with 18% for the overall S&P 500 Index, according to Refinitiv Eikon data based on Monday’s closing price.\nRevenue from personal computing, which includes Windows software and Xbox gaming consoles, rose 9% to $14.1 billion.\nBut Xbox content and services revenue dipped, suggesting that a pandemic-fueled gaming boom is beginning to wane, said Paolo Pescatore, an analyst at PP Foresight. The company must strengthen its presence in the home to better compete with rivals, he added.\nSome Microsoft hardware lines were affected by a shortage of components such as chips, said Kyle Vikstrom, director of Microsoft investor relations. Makers of cars to smartphones have grappled with an unprecedented chip shortage in recent quarters.\n“We are seeing supply chain constraints that are impacting Windows OEM and Surface ... and also impacting Xbox consoles,” she said.\nThe chip shortage could also be contributing to Microsoft’s dip in Xbox content and services revenue, as constrained hardware sales lead to a weaker performance in services, said Daniel Ives of Wedbush Securities.\n“If there’s any lagging part of Microsoft, it’s the consumer piece,” he said. “I think that continues to be a work in progress.”\nRevenue rose 21% to $46.2 billion, beating analysts’ consensus estimate of $44.24 billion, according to IBES data from Refinitiv. The company reported earnings of $2.17 per share, above the consensus estimate of $1.92.","news_type":1,"symbols_score_info":{"MSFT":0.9}},"isVote":1,"tweetType":1,"viewCount":553,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":803608378,"gmtCreate":1627434366794,"gmtModify":1633765047670,"author":{"id":"4090231144855440","authorId":"4090231144855440","name":"NoobTrader9","avatar":"https://static.tigerbbs.com/1189e3845ff52d4631cf0acfddc9ae88","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090231144855440","idStr":"4090231144855440"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/803608378","repostId":"2154991792","repostType":4,"isVote":1,"tweetType":1,"viewCount":683,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":803601298,"gmtCreate":1627434351814,"gmtModify":1633765048255,"author":{"id":"4090231144855440","authorId":"4090231144855440","name":"NoobTrader9","avatar":"https://static.tigerbbs.com/1189e3845ff52d4631cf0acfddc9ae88","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090231144855440","idStr":"4090231144855440"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/803601298","repostId":"1148712151","repostType":4,"isVote":1,"tweetType":1,"viewCount":454,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":809125941,"gmtCreate":1627353546183,"gmtModify":1633765798148,"author":{"id":"4090231144855440","authorId":"4090231144855440","name":"NoobTrader9","avatar":"https://static.tigerbbs.com/1189e3845ff52d4631cf0acfddc9ae88","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090231144855440","idStr":"4090231144855440"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/809125941","repostId":"2154645329","repostType":4,"repost":{"id":"2154645329","kind":"highlight","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1627353226,"share":"https://www.laohu8.com/m/news/2154645329?lang=zh_CN&edition=full","pubTime":"2021-07-27 10:33","market":"us","language":"en","title":"Microsoft Focuses Aggressively On Cloud Ahead Of Fiscal Q4 Earnings Report<blockquote>微软在第四季度财报发布之前积极关注云计算</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2154645329","media":"Benzinga","summary":"Microsoft (NASDAQ: MSFT) shook the heavens of commerce and capital when it shattered the $2 trillion market cap barrier last month.","content":"<p><b>Microsoft </b>(NASDAQ:MSFT)&nbsp;shook the heavens of commerce and capital when it shattered the $2 trillion market cap barrier last month.</p><p><blockquote><b>微软</b>（纳斯达克股票代码：MSFT）上个月突破了2万亿美元的市值大关，震惊了商业和资本。</blockquote></p><p> The software giant is now <a href=\"https://laohu8.com/S/AONE.U\">one</a> of only two companies in the world—the other being<b>&nbsp;Apple</b>&nbsp;(NASDAQ:AAPL)—to boast a $2 trillion market cap, and one of only five companies across the globe, the other three being Saudi Aramco,<b>&nbsp;Amazon</b>&nbsp;(NASDAQ:AMZN), and&nbsp;<b>Alphabet</b>&nbsp;(NASDAQ:GOOG), to be part of the trillionaire club.</p><p><blockquote>这家软件巨头现在<a href=\"https://laohu8.com/S/AONE.U\">一</a>世界上只有两家公司——另一家是<b>苹果</b>（纳斯达克：AAPL）——拥有2万亿美元的市值，是全球仅有的五家公司之一，另外三家是沙特阿美公司，<b>亚马逊</b>（纳斯达克：AMZN），以及<b>Alphabet</b>（纳斯达克：GOOG），成为万亿富翁俱乐部的一员。</blockquote></p><p> Since CEO Satya Nadella took the helm in 2014, MSFT’s share price is up more than 600%. After reaching $500 billion in market cap in 2017, it took only two years to double to $1 trillion and then two more years to double again to $2 trillion. The next trillion, if we get there, is now only half the distance away.</p><p><blockquote>自2014年首席执行官萨蒂亚·纳德拉(Satya Nadella)掌舵以来，MSFT股价已上涨超过600%。在2017年市值达到5000亿美元后，仅用了两年时间就翻了一番，达到1万亿美元，然后又用了两年时间再次翻了一番，达到2万亿美元。下一个一万亿，如果我们到达那里，现在只有一半的距离。</blockquote></p><p> MSFT is expected to report fiscal Q4 earnings on Tuesday after markets close.</p><p><blockquote>MSFT预计将于周二收盘后公布第四财季收益。</blockquote></p><p> When you look at MSFT from a 40,000-foot view, it seems pretty clear that the company has reinvented itself several times since taking root in software. Now a multi-industry behemoth weaving itself across the entire digital domain from ground to digital sky, MSFT arguably has become virtually omnipresent.</p><p><blockquote>当你从40,000英尺的角度看MSFT时，似乎很明显，该公司自扎根软件以来已经多次重塑自我。现在，MSFT是一个横跨从地面到数字天空的整个数字领域的多行业巨头，可以说已经变得几乎无处不在。</blockquote></p><p> And its recent market-cap surge reflects the opportunities it saw and seized: investing in&nbsp;cloud computing, developing virtual chat and collaboration tech, expanding into the video game market, and satiating its large appetite for acquisitions.</p><p><blockquote>它最近的市值飙升反映了它看到并抓住的机会：投资云计算、开发虚拟聊天和协作技术、扩展到视频游戏市场以及满足其巨大的收购欲望。</blockquote></p><p> Before looking at some of the segments, it’s important to note that MSFT has beaten Wall Street’s consensus on earnings and revenue each of the last four quarters. Accelerating business IT spending could help bring another strong quarterly result this time around, analysts told Barron’s recently.</p><p><blockquote>在研究某些细分市场之前，需要注意的是，MSFT在过去四个季度的盈利和收入方面都超出了华尔街的共识。分析师最近告诉《巴伦周刊》，加速企业IT支出可能有助于带来另一个强劲的季度业绩。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://tickertapecdn.tdameritrade.com/assets/images/pages/md/microsoft-earnings.jpg\" tg-width=\"1822\" tg-height=\"951\" referrerpolicy=\"no-referrer\"><span>FIGURE 1: LIFTED BY THE CLOUD. Microsoft’s stock (MSFT—candlestick) has, for the most part, been in line with the Nasdaq-100 Index (NDX—purple line). The stock has been trending higher since Sept. 2020. Will MSFT’s trend continue when it releases its quarterly earnings? Data source: Nasdaq. Chart source: The thinkorswim® platform. For illustrative purposes only. Past performance does not guarantee future results.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图1：被云抬起。微软的股票（MSFT-烛台）在很大程度上与纳斯达克100指数（NDX-紫线）一致。自2020年9月以来，该股一直呈走高趋势。MSFT发布季度财报时，这一趋势会持续吗？数据来源：纳斯达克。图表来源：thinkorswim®平台。仅用于说明目的。过去的表现并不能保证未来的结果。</span></p></blockquote></p><p> <h2>Microsoft’s Cloud Stack May Emerge As Its Largest Business Segment</h2> Opening last quarter’s earnings conference call, CEO Nadella set the tone with his usual forecast in grand style: “Digital technology will be the foundation for resilience and growth over the next decade. We are innovating and building the cloud stack to accelerate the digital capability of every organization on the planet.”</p><p><blockquote><h2>微软的云堆栈或将成为其最大的业务板块</h2>在上个季度的财报电话会议上，首席执行官纳德拉以他一贯的豪言壮语定下了基调：“数字技术将成为未来十年弹性和增长的基础。我们正在创新和构建云堆栈，以加速数字能力地球上每个组织。”</blockquote></p><p> The cloud space is a narrow and highly contentious arena where you have only three major competitors. According to a report by Canalys, as of April 2021, AMZN’s AWS occupies the top spot with a 32% market share. MSFT’s Azure comes in at a close second with 19%. And GOOGL’s Google Cloud is third with a smaller yet rapidly expanding 7% share.</p><p><blockquote>云空间是一个狭窄且极具争议的领域，只有三个主要竞争对手。根据Canalys的报告，截至2021年4月，AMZN的AWS以32%的市场份额占据榜首。MSFT的Azure以19%的份额紧随其后。GOOGL的谷歌云排名第三，份额较小但迅速扩大，为7%。</blockquote></p><p> Still, growth in global cloud services may expand by a compound annual growth rate of 17.5% by 2025, according to third-party analysts. The difference in dollar terms would mean a whopping $832 billion market by then vs. $371.4 billion in 2020.</p><p><blockquote>尽管如此，据第三方分析师称，到2025年，全球云服务的增长可能会以17.5%的复合年增长率扩大。以美元计算的差异将意味着届时市场规模将达到8320亿美元，而2020年为3714亿美元。</blockquote></p><p> Last quarter, MSFT’s Intelligent Cloud segment, which includes Azure, raked in $15.12 billion in revenue—23% growth year over year and well above analysts’ estimates of $14.92 billion, according to FactSet.</p><p><blockquote>FactSet的数据显示，上个季度，MSFT的智能云部门（包括Azure）实现了151.2亿美元的收入，同比增长23%，远高于分析师预期的149.2亿美元。</blockquote></p><p> The company is pushing its cloud growth aggressively, as it has “more data center regions than any other provider,” according to Nadella, in addition to expanding into new regions across Asia and the US.</p><p><blockquote>纳德拉表示，该公司正在积极推动云增长，因为除了扩展到亚洲和美国的新地区外，它拥有“比任何其他提供商都多的数据中心区域”。</blockquote></p><p> Given the gap between MSFT’s current cloud position (19% global market share) and its ambitions to dominate every organizational cloud space “on the planet,” you might want to pay attention to its Intelligent Cloud results.</p><p><blockquote>鉴于MSFT目前的云地位（19%的全球市场份额）与其主导“地球上”每个组织云空间的雄心之间的差距，您可能需要关注其智能云结果。</blockquote></p><p> <h2>New Hybrid Work Environment Demands A&nbsp;New Model</h2> Let’s assume that the Covid Year of 2020 changed the way employees and companies value mobility versus the fixed cubicle. And with the pandemic seemingly behind us yet threatening an enhanced reprise, you’ve got to think many businesses might want the “productivity insurance” of a hybrid distance-collaboration platform. At least that’s what MSFT is probably hoping.</p><p><blockquote><h2>新的混合工作环境需要新的模式</h2>让我们假设2020年的Covid改变了员工和公司重视移动性而不是固定隔间的方式。随着疫情似乎已经过去，但威胁要加强重演，你不得不认为许多企业可能想要混合远程协作平台的“生产力保险”。至少这可能是MSFT所希望的。</blockquote></p><p> MSFT’s Teams platform could be a strong contender in this arena of distance collaboration. Its users nearly doubled year over year, according to Nadella, servicing 145 million active users a day. More importantly, with workers across the globe heading back to the office (literally), Nadella noted that Team usage expanded.</p><p><blockquote>MSFT的Teams平台可能是远程协作领域的有力竞争者。纳德拉表示，其用户同比几乎翻了一番，每天为1.45亿活跃用户提供服务。更重要的是，随着全球各地的员工返回办公室（字面上），纳德拉指出，团队使用范围扩大了。</blockquote></p><p></p><p> Teams is part of the company’s Productivity and Business Processes segment, which includes its legacy Office 365, Dynamics, and LinkedIn. Last quarter, it grew 15% year over year, delivering $13.55 billion in revenue, topping analyst estimates of $13.49 billion. Revenues were driven primarily by Office and LinkedIn.</p><p><blockquote>Teams是该公司生产力和业务流程部门的一部分，该部门包括其传统的Office 365、Dynamics和LinkedIn。上季度，该公司同比增长15%，实现收入135.5亿美元，超过分析师预期的134.9亿美元。收入主要由Office和LinkedIn推动。</blockquote></p><p> Each component within this segment is worth paying attention to as MSFT reports FY Q4 results. As with every business, each component may have its own unique sensitivities to the current pandemic-tinged workspace. Though economies have begun to recover, the fog of uncertainty hasn’t quite lifted yet.</p><p><blockquote>随着MSFT报告财年第四季度业绩，该细分市场中的每个组成部分都值得关注。与每个企业一样，每个组件可能对当前带有大流行色彩的工作空间都有自己独特的敏感性。尽管经济已经开始复苏，但不确定性的迷雾尚未完全消散。</blockquote></p><p> <h2>A Major Gaming Developer And Distributor</h2> Even if you don’t have kids, you’re probably aware that Minecraft has become a best-seller among gamers young and old. Its developer, Mojang, was just one of MSFT’s gaming acquisitions, making the company a viable contender in the market of gaming consoles, game development, and game distribution.</p><p><blockquote><h2>主要游戏开发商及分销商</h2>即使你没有孩子，你也可能知道《我的世界》已经成为老少游戏玩家中的畅销书。其开发商Mojang只是MSFT的游戏收购之一，使该公司成为游戏机、游戏开发和游戏发行市场的可行竞争者。</blockquote></p><p> Last quarter, the company acquired ZeniMax Media, which developed “20 of the world’s most iconic and beloved games accessible via Game Pass,” Nadella said, promising “more to come.” MSFT’s Xbox hardware revenue grew 232% year over year, according to CFO Amy Hood. And Xbox content revenue, including the ZeniMax Media acquisition, grew 34% in the same period.</p><p><blockquote>纳德拉表示，上个季度，该公司收购了ZeniMax Media，该公司开发了“20款世界上最具标志性和最受欢迎的游戏，可通过Game Pass访问”，并承诺“还会有更多游戏”。MSFT首席财务官Amy Hood表示，MSFT的Xbox硬件收入同比增长232%。包括收购ZeniMax Media在内的Xbox内容收入同期增长了34%。</blockquote></p><p> Maybe investors will get a better sense of what “more to come” might mean when MSFT reports Tuesday.</p><p><blockquote>也许当MSFT周二发布报告时，投资者会更好地理解“更多未来”可能意味着什么。</blockquote></p><p> <h2>From Next-Gen Legacy Applications To Next-Gen Markets</h2> The secret sauce behind MSFT’s rejuvenation and expansion is arguably Nadella’s vision to infuse “legacy” services with next-gen applications (like Azure) while making forays into next-gen markets like its HoloLens augmented reality headset (currently being tested by the US military and soon to be developed for commercial use).</p><p><blockquote><h2>从下一代传统应用到下一代市场</h2>MSFT复兴和扩张背后的秘密可以说是纳德拉的愿景，即将“传统”服务注入下一代应用程序（如Azure），同时进军下一代市场，如其HoloLens增强现实耳机（目前正在接受美国军方的测试，很快将被开发用于商业用途）。</blockquote></p><p> What this could tell us is that the company may not be at risk of falling behind a curve that it’s actively disrupting and displacing.</p><p><blockquote>这可以告诉我们，该公司可能不会面临落后于它正在积极破坏和取代的曲线的风险。</blockquote></p><p> Last quarter, MSFT topped analyst estimates (according to Refinitiv), delivering $1.95 adjusted earnings per share versus $1.78 expected; and generating $41.71 billion in revenue above consensus estimates of $41.03 billion.</p><p><blockquote>上个季度，MSFT超出了分析师的预期（根据Refinitiv的数据），调整后每股收益为1.95美元，而预期为1.78美元；收入为417.1亿美元，高于市场普遍预期的410.3亿美元。</blockquote></p><p> Looking ahead to the results due Tuesday, CFO Amy Hood forecast between $13.8 and $14.05 billion in revenue for the Productivity and Business Processes segment; $16.20 and $16.45 billion for Intelligent Cloud; and between $13.6 billion and $14 billion for MSFT’s Personal Computing segment.</p><p><blockquote>展望周二公布的业绩，首席财务官艾米·胡德(Amy Hood)预测生产力和业务流程部门的收入将在13.8至140.5亿美元之间；智能云分别为16.20美元和164.5亿美元；MSFT个人计算部门的收入在136亿美元至140亿美元之间。</blockquote></p><p> That amounts to revenue guidance of $43.6 billion to $44.5 billion for fiscal Q4, currently above Refinitiv-polled analyst estimates of $42.98 billion.</p><p><blockquote>这相当于第四财季的收入指引为436亿美元至445亿美元，目前高于Refinitiv调查的分析师预期的429.8亿美元。</blockquote></p><p> <h2>Microsoft Earnings And Options Activity</h2> MSFT is expected to report&nbsp;<b>adjusted EPS of $1.92</b>, up from $1.46 in the prior-year quarter, according to third-party consensus analyst estimates.&nbsp;<b>Revenue is projected at $44.1 billion</b>, up 16% from a year ago.</p><p><blockquote><h2>微软盈利和期权活动</h2>MSFT预计将报告<b>调整后每股收益为1.92美元</b>根据第三方分析师的一致估计，高于去年同期的1.46美元。<b>收入预计为441亿美元</b>，同比增长16%。</blockquote></p><p> Options traders have priced in an expected share price move of 1.5% in either direction around the earnings release. The implied volatility sits at the 16th percentile as of Monday morning.</p><p><blockquote>期权交易员预计财报发布前后股价将双向波动1.5%。截至周一上午，隐含波动率位于第16百分位。</blockquote></p><p> Looking at the July 30 options expiration, call activity is spread out with higher activity at the 297.50 and 300 strikes while puts have been active at the 272.5 strike.</p><p><blockquote>从7月30日期权到期日来看，看涨期权活动分散，在297.50和300行使价时活动较高，而看跌期权在272.5行使价时活跃。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Microsoft Focuses Aggressively On Cloud Ahead Of Fiscal Q4 Earnings Report<blockquote>微软在第四季度财报发布之前积极关注云计算</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMicrosoft Focuses Aggressively On Cloud Ahead Of Fiscal Q4 Earnings Report<blockquote>微软在第四季度财报发布之前积极关注云计算</blockquote>\n</h2>\n<h4 class=\"meta\">\n<div class=\"head\" \">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time smaller\">2021-07-27 10:33</p>\n</div>\n</div>\n</h4>\n</header>\n<article>\n<p><b>Microsoft </b>(NASDAQ:MSFT)&nbsp;shook the heavens of commerce and capital when it shattered the $2 trillion market cap barrier last month.</p><p><blockquote><b>微软</b>（纳斯达克股票代码：MSFT）上个月突破了2万亿美元的市值大关，震惊了商业和资本。</blockquote></p><p> The software giant is now <a href=\"https://laohu8.com/S/AONE.U\">one</a> of only two companies in the world—the other being<b>&nbsp;Apple</b>&nbsp;(NASDAQ:AAPL)—to boast a $2 trillion market cap, and one of only five companies across the globe, the other three being Saudi Aramco,<b>&nbsp;Amazon</b>&nbsp;(NASDAQ:AMZN), and&nbsp;<b>Alphabet</b>&nbsp;(NASDAQ:GOOG), to be part of the trillionaire club.</p><p><blockquote>这家软件巨头现在<a href=\"https://laohu8.com/S/AONE.U\">一</a>世界上只有两家公司——另一家是<b>苹果</b>（纳斯达克：AAPL）——拥有2万亿美元的市值，是全球仅有的五家公司之一，另外三家是沙特阿美公司，<b>亚马逊</b>（纳斯达克：AMZN），以及<b>Alphabet</b>（纳斯达克：GOOG），成为万亿富翁俱乐部的一员。</blockquote></p><p> Since CEO Satya Nadella took the helm in 2014, MSFT’s share price is up more than 600%. After reaching $500 billion in market cap in 2017, it took only two years to double to $1 trillion and then two more years to double again to $2 trillion. The next trillion, if we get there, is now only half the distance away.</p><p><blockquote>自2014年首席执行官萨蒂亚·纳德拉(Satya Nadella)掌舵以来，MSFT股价已上涨超过600%。在2017年市值达到5000亿美元后，仅用了两年时间就翻了一番，达到1万亿美元，然后又用了两年时间再次翻了一番，达到2万亿美元。下一个一万亿，如果我们到达那里，现在只有一半的距离。</blockquote></p><p> MSFT is expected to report fiscal Q4 earnings on Tuesday after markets close.</p><p><blockquote>MSFT预计将于周二收盘后公布第四财季收益。</blockquote></p><p> When you look at MSFT from a 40,000-foot view, it seems pretty clear that the company has reinvented itself several times since taking root in software. Now a multi-industry behemoth weaving itself across the entire digital domain from ground to digital sky, MSFT arguably has become virtually omnipresent.</p><p><blockquote>当你从40,000英尺的角度看MSFT时，似乎很明显，该公司自扎根软件以来已经多次重塑自我。现在，MSFT是一个横跨从地面到数字天空的整个数字领域的多行业巨头，可以说已经变得几乎无处不在。</blockquote></p><p> And its recent market-cap surge reflects the opportunities it saw and seized: investing in&nbsp;cloud computing, developing virtual chat and collaboration tech, expanding into the video game market, and satiating its large appetite for acquisitions.</p><p><blockquote>它最近的市值飙升反映了它看到并抓住的机会：投资云计算、开发虚拟聊天和协作技术、扩展到视频游戏市场以及满足其巨大的收购欲望。</blockquote></p><p> Before looking at some of the segments, it’s important to note that MSFT has beaten Wall Street’s consensus on earnings and revenue each of the last four quarters. Accelerating business IT spending could help bring another strong quarterly result this time around, analysts told Barron’s recently.</p><p><blockquote>在研究某些细分市场之前，需要注意的是，MSFT在过去四个季度的盈利和收入方面都超出了华尔街的共识。分析师最近告诉《巴伦周刊》，加速企业IT支出可能有助于带来另一个强劲的季度业绩。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://tickertapecdn.tdameritrade.com/assets/images/pages/md/microsoft-earnings.jpg\" tg-width=\"1822\" tg-height=\"951\" referrerpolicy=\"no-referrer\"><span>FIGURE 1: LIFTED BY THE CLOUD. Microsoft’s stock (MSFT—candlestick) has, for the most part, been in line with the Nasdaq-100 Index (NDX—purple line). The stock has been trending higher since Sept. 2020. Will MSFT’s trend continue when it releases its quarterly earnings? Data source: Nasdaq. Chart source: The thinkorswim® platform. For illustrative purposes only. Past performance does not guarantee future results.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图1：被云抬起。微软的股票（MSFT-烛台）在很大程度上与纳斯达克100指数（NDX-紫线）一致。自2020年9月以来，该股一直呈走高趋势。MSFT发布季度财报时，这一趋势会持续吗？数据来源：纳斯达克。图表来源：thinkorswim®平台。仅用于说明目的。过去的表现并不能保证未来的结果。</span></p></blockquote></p><p> <h2>Microsoft’s Cloud Stack May Emerge As Its Largest Business Segment</h2> Opening last quarter’s earnings conference call, CEO Nadella set the tone with his usual forecast in grand style: “Digital technology will be the foundation for resilience and growth over the next decade. We are innovating and building the cloud stack to accelerate the digital capability of every organization on the planet.”</p><p><blockquote><h2>微软的云堆栈或将成为其最大的业务板块</h2>在上个季度的财报电话会议上，首席执行官纳德拉以他一贯的豪言壮语定下了基调：“数字技术将成为未来十年弹性和增长的基础。我们正在创新和构建云堆栈，以加速数字能力地球上每个组织。”</blockquote></p><p> The cloud space is a narrow and highly contentious arena where you have only three major competitors. According to a report by Canalys, as of April 2021, AMZN’s AWS occupies the top spot with a 32% market share. MSFT’s Azure comes in at a close second with 19%. And GOOGL’s Google Cloud is third with a smaller yet rapidly expanding 7% share.</p><p><blockquote>云空间是一个狭窄且极具争议的领域，只有三个主要竞争对手。根据Canalys的报告，截至2021年4月，AMZN的AWS以32%的市场份额占据榜首。MSFT的Azure以19%的份额紧随其后。GOOGL的谷歌云排名第三，份额较小但迅速扩大，为7%。</blockquote></p><p> Still, growth in global cloud services may expand by a compound annual growth rate of 17.5% by 2025, according to third-party analysts. The difference in dollar terms would mean a whopping $832 billion market by then vs. $371.4 billion in 2020.</p><p><blockquote>尽管如此，据第三方分析师称，到2025年，全球云服务的增长可能会以17.5%的复合年增长率扩大。以美元计算的差异将意味着届时市场规模将达到8320亿美元，而2020年为3714亿美元。</blockquote></p><p> Last quarter, MSFT’s Intelligent Cloud segment, which includes Azure, raked in $15.12 billion in revenue—23% growth year over year and well above analysts’ estimates of $14.92 billion, according to FactSet.</p><p><blockquote>FactSet的数据显示，上个季度，MSFT的智能云部门（包括Azure）实现了151.2亿美元的收入，同比增长23%，远高于分析师预期的149.2亿美元。</blockquote></p><p> The company is pushing its cloud growth aggressively, as it has “more data center regions than any other provider,” according to Nadella, in addition to expanding into new regions across Asia and the US.</p><p><blockquote>纳德拉表示，该公司正在积极推动云增长，因为除了扩展到亚洲和美国的新地区外，它拥有“比任何其他提供商都多的数据中心区域”。</blockquote></p><p> Given the gap between MSFT’s current cloud position (19% global market share) and its ambitions to dominate every organizational cloud space “on the planet,” you might want to pay attention to its Intelligent Cloud results.</p><p><blockquote>鉴于MSFT目前的云地位（19%的全球市场份额）与其主导“地球上”每个组织云空间的雄心之间的差距，您可能需要关注其智能云结果。</blockquote></p><p> <h2>New Hybrid Work Environment Demands A&nbsp;New Model</h2> Let’s assume that the Covid Year of 2020 changed the way employees and companies value mobility versus the fixed cubicle. And with the pandemic seemingly behind us yet threatening an enhanced reprise, you’ve got to think many businesses might want the “productivity insurance” of a hybrid distance-collaboration platform. At least that’s what MSFT is probably hoping.</p><p><blockquote><h2>新的混合工作环境需要新的模式</h2>让我们假设2020年的Covid改变了员工和公司重视移动性而不是固定隔间的方式。随着疫情似乎已经过去，但威胁要加强重演，你不得不认为许多企业可能想要混合远程协作平台的“生产力保险”。至少这可能是MSFT所希望的。</blockquote></p><p> MSFT’s Teams platform could be a strong contender in this arena of distance collaboration. Its users nearly doubled year over year, according to Nadella, servicing 145 million active users a day. More importantly, with workers across the globe heading back to the office (literally), Nadella noted that Team usage expanded.</p><p><blockquote>MSFT的Teams平台可能是远程协作领域的有力竞争者。纳德拉表示，其用户同比几乎翻了一番，每天为1.45亿活跃用户提供服务。更重要的是，随着全球各地的员工返回办公室（字面上），纳德拉指出，团队使用范围扩大了。</blockquote></p><p></p><p> Teams is part of the company’s Productivity and Business Processes segment, which includes its legacy Office 365, Dynamics, and LinkedIn. Last quarter, it grew 15% year over year, delivering $13.55 billion in revenue, topping analyst estimates of $13.49 billion. Revenues were driven primarily by Office and LinkedIn.</p><p><blockquote>Teams是该公司生产力和业务流程部门的一部分，该部门包括其传统的Office 365、Dynamics和LinkedIn。上季度，该公司同比增长15%，实现收入135.5亿美元，超过分析师预期的134.9亿美元。收入主要由Office和LinkedIn推动。</blockquote></p><p> Each component within this segment is worth paying attention to as MSFT reports FY Q4 results. As with every business, each component may have its own unique sensitivities to the current pandemic-tinged workspace. Though economies have begun to recover, the fog of uncertainty hasn’t quite lifted yet.</p><p><blockquote>随着MSFT报告财年第四季度业绩，该细分市场中的每个组成部分都值得关注。与每个企业一样，每个组件可能对当前带有大流行色彩的工作空间都有自己独特的敏感性。尽管经济已经开始复苏，但不确定性的迷雾尚未完全消散。</blockquote></p><p> <h2>A Major Gaming Developer And Distributor</h2> Even if you don’t have kids, you’re probably aware that Minecraft has become a best-seller among gamers young and old. Its developer, Mojang, was just one of MSFT’s gaming acquisitions, making the company a viable contender in the market of gaming consoles, game development, and game distribution.</p><p><blockquote><h2>主要游戏开发商及分销商</h2>即使你没有孩子，你也可能知道《我的世界》已经成为老少游戏玩家中的畅销书。其开发商Mojang只是MSFT的游戏收购之一，使该公司成为游戏机、游戏开发和游戏发行市场的可行竞争者。</blockquote></p><p> Last quarter, the company acquired ZeniMax Media, which developed “20 of the world’s most iconic and beloved games accessible via Game Pass,” Nadella said, promising “more to come.” MSFT’s Xbox hardware revenue grew 232% year over year, according to CFO Amy Hood. And Xbox content revenue, including the ZeniMax Media acquisition, grew 34% in the same period.</p><p><blockquote>纳德拉表示，上个季度，该公司收购了ZeniMax Media，该公司开发了“20款世界上最具标志性和最受欢迎的游戏，可通过Game Pass访问”，并承诺“还会有更多游戏”。MSFT首席财务官Amy Hood表示，MSFT的Xbox硬件收入同比增长232%。包括收购ZeniMax Media在内的Xbox内容收入同期增长了34%。</blockquote></p><p> Maybe investors will get a better sense of what “more to come” might mean when MSFT reports Tuesday.</p><p><blockquote>也许当MSFT周二发布报告时，投资者会更好地理解“更多未来”可能意味着什么。</blockquote></p><p> <h2>From Next-Gen Legacy Applications To Next-Gen Markets</h2> The secret sauce behind MSFT’s rejuvenation and expansion is arguably Nadella’s vision to infuse “legacy” services with next-gen applications (like Azure) while making forays into next-gen markets like its HoloLens augmented reality headset (currently being tested by the US military and soon to be developed for commercial use).</p><p><blockquote><h2>从下一代传统应用到下一代市场</h2>MSFT复兴和扩张背后的秘密可以说是纳德拉的愿景，即将“传统”服务注入下一代应用程序（如Azure），同时进军下一代市场，如其HoloLens增强现实耳机（目前正在接受美国军方的测试，很快将被开发用于商业用途）。</blockquote></p><p> What this could tell us is that the company may not be at risk of falling behind a curve that it’s actively disrupting and displacing.</p><p><blockquote>这可以告诉我们，该公司可能不会面临落后于它正在积极破坏和取代的曲线的风险。</blockquote></p><p> Last quarter, MSFT topped analyst estimates (according to Refinitiv), delivering $1.95 adjusted earnings per share versus $1.78 expected; and generating $41.71 billion in revenue above consensus estimates of $41.03 billion.</p><p><blockquote>上个季度，MSFT超出了分析师的预期（根据Refinitiv的数据），调整后每股收益为1.95美元，而预期为1.78美元；收入为417.1亿美元，高于市场普遍预期的410.3亿美元。</blockquote></p><p> Looking ahead to the results due Tuesday, CFO Amy Hood forecast between $13.8 and $14.05 billion in revenue for the Productivity and Business Processes segment; $16.20 and $16.45 billion for Intelligent Cloud; and between $13.6 billion and $14 billion for MSFT’s Personal Computing segment.</p><p><blockquote>展望周二公布的业绩，首席财务官艾米·胡德(Amy Hood)预测生产力和业务流程部门的收入将在13.8至140.5亿美元之间；智能云分别为16.20美元和164.5亿美元；MSFT个人计算部门的收入在136亿美元至140亿美元之间。</blockquote></p><p> That amounts to revenue guidance of $43.6 billion to $44.5 billion for fiscal Q4, currently above Refinitiv-polled analyst estimates of $42.98 billion.</p><p><blockquote>这相当于第四财季的收入指引为436亿美元至445亿美元，目前高于Refinitiv调查的分析师预期的429.8亿美元。</blockquote></p><p> <h2>Microsoft Earnings And Options Activity</h2> MSFT is expected to report&nbsp;<b>adjusted EPS of $1.92</b>, up from $1.46 in the prior-year quarter, according to third-party consensus analyst estimates.&nbsp;<b>Revenue is projected at $44.1 billion</b>, up 16% from a year ago.</p><p><blockquote><h2>微软盈利和期权活动</h2>MSFT预计将报告<b>调整后每股收益为1.92美元</b>根据第三方分析师的一致估计，高于去年同期的1.46美元。<b>收入预计为441亿美元</b>，同比增长16%。</blockquote></p><p> Options traders have priced in an expected share price move of 1.5% in either direction around the earnings release. The implied volatility sits at the 16th percentile as of Monday morning.</p><p><blockquote>期权交易员预计财报发布前后股价将双向波动1.5%。截至周一上午，隐含波动率位于第16百分位。</blockquote></p><p> Looking at the July 30 options expiration, call activity is spread out with higher activity at the 297.50 and 300 strikes while puts have been active at the 272.5 strike.</p><p><blockquote>从7月30日期权到期日来看，看涨期权活动分散，在297.50和300行使价时活动较高，而看跌期权在272.5行使价时活跃。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MSFT":"微软","AAPL":"苹果","AMZN":"亚马逊","GOOG":"谷歌"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2154645329","content_text":"Microsoft (NASDAQ:MSFT) shook the heavens of commerce and capital when it shattered the $2 trillion market cap barrier last month.\nThe software giant is now one of only two companies in the world—the other being Apple (NASDAQ:AAPL)—to boast a $2 trillion market cap, and one of only five companies across the globe, the other three being Saudi Aramco, Amazon (NASDAQ:AMZN), and Alphabet (NASDAQ:GOOG), to be part of the trillionaire club.\nSince CEO Satya Nadella took the helm in 2014, MSFT’s share price is up more than 600%. After reaching $500 billion in market cap in 2017, it took only two years to double to $1 trillion and then two more years to double again to $2 trillion. The next trillion, if we get there, is now only half the distance away.\nMSFT is expected to report fiscal Q4 earnings on Tuesday after markets close.\nWhen you look at MSFT from a 40,000-foot view, it seems pretty clear that the company has reinvented itself several times since taking root in software. Now a multi-industry behemoth weaving itself across the entire digital domain from ground to digital sky, MSFT arguably has become virtually omnipresent.\nAnd its recent market-cap surge reflects the opportunities it saw and seized: investing in cloud computing, developing virtual chat and collaboration tech, expanding into the video game market, and satiating its large appetite for acquisitions.\nBefore looking at some of the segments, it’s important to note that MSFT has beaten Wall Street’s consensus on earnings and revenue each of the last four quarters. Accelerating business IT spending could help bring another strong quarterly result this time around, analysts told Barron’s recently.\nFIGURE 1: LIFTED BY THE CLOUD. Microsoft’s stock (MSFT—candlestick) has, for the most part, been in line with the Nasdaq-100 Index (NDX—purple line). The stock has been trending higher since Sept. 2020. Will MSFT’s trend continue when it releases its quarterly earnings? Data source: Nasdaq. Chart source: The thinkorswim® platform. For illustrative purposes only. Past performance does not guarantee future results.\nMicrosoft’s Cloud Stack May Emerge As Its Largest Business Segment\nOpening last quarter’s earnings conference call, CEO Nadella set the tone with his usual forecast in grand style: “Digital technology will be the foundation for resilience and growth over the next decade. We are innovating and building the cloud stack to accelerate the digital capability of every organization on the planet.”\nThe cloud space is a narrow and highly contentious arena where you have only three major competitors. According to a report by Canalys, as of April 2021, AMZN’s AWS occupies the top spot with a 32% market share. MSFT’s Azure comes in at a close second with 19%. And GOOGL’s Google Cloud is third with a smaller yet rapidly expanding 7% share.\nStill, growth in global cloud services may expand by a compound annual growth rate of 17.5% by 2025, according to third-party analysts. The difference in dollar terms would mean a whopping $832 billion market by then vs. $371.4 billion in 2020.\nLast quarter, MSFT’s Intelligent Cloud segment, which includes Azure, raked in $15.12 billion in revenue—23% growth year over year and well above analysts’ estimates of $14.92 billion, according to FactSet.\nThe company is pushing its cloud growth aggressively, as it has “more data center regions than any other provider,” according to Nadella, in addition to expanding into new regions across Asia and the US.\nGiven the gap between MSFT’s current cloud position (19% global market share) and its ambitions to dominate every organizational cloud space “on the planet,” you might want to pay attention to its Intelligent Cloud results.\nNew Hybrid Work Environment Demands A New Model\nLet’s assume that the Covid Year of 2020 changed the way employees and companies value mobility versus the fixed cubicle. And with the pandemic seemingly behind us yet threatening an enhanced reprise, you’ve got to think many businesses might want the “productivity insurance” of a hybrid distance-collaboration platform. At least that’s what MSFT is probably hoping.\nMSFT’s Teams platform could be a strong contender in this arena of distance collaboration. Its users nearly doubled year over year, according to Nadella, servicing 145 million active users a day. More importantly, with workers across the globe heading back to the office (literally), Nadella noted that Team usage expanded.\nTeams is part of the company’s Productivity and Business Processes segment, which includes its legacy Office 365, Dynamics, and LinkedIn. Last quarter, it grew 15% year over year, delivering $13.55 billion in revenue, topping analyst estimates of $13.49 billion. Revenues were driven primarily by Office and LinkedIn.\nEach component within this segment is worth paying attention to as MSFT reports FY Q4 results. As with every business, each component may have its own unique sensitivities to the current pandemic-tinged workspace. Though economies have begun to recover, the fog of uncertainty hasn’t quite lifted yet.\nA Major Gaming Developer And Distributor\nEven if you don’t have kids, you’re probably aware that Minecraft has become a best-seller among gamers young and old. Its developer, Mojang, was just one of MSFT’s gaming acquisitions, making the company a viable contender in the market of gaming consoles, game development, and game distribution.\nLast quarter, the company acquired ZeniMax Media, which developed “20 of the world’s most iconic and beloved games accessible via Game Pass,” Nadella said, promising “more to come.” MSFT’s Xbox hardware revenue grew 232% year over year, according to CFO Amy Hood. And Xbox content revenue, including the ZeniMax Media acquisition, grew 34% in the same period.\nMaybe investors will get a better sense of what “more to come” might mean when MSFT reports Tuesday.\nFrom Next-Gen Legacy Applications To Next-Gen Markets\nThe secret sauce behind MSFT’s rejuvenation and expansion is arguably Nadella’s vision to infuse “legacy” services with next-gen applications (like Azure) while making forays into next-gen markets like its HoloLens augmented reality headset (currently being tested by the US military and soon to be developed for commercial use).\nWhat this could tell us is that the company may not be at risk of falling behind a curve that it’s actively disrupting and displacing.\nLast quarter, MSFT topped analyst estimates (according to Refinitiv), delivering $1.95 adjusted earnings per share versus $1.78 expected; and generating $41.71 billion in revenue above consensus estimates of $41.03 billion.\nLooking ahead to the results due Tuesday, CFO Amy Hood forecast between $13.8 and $14.05 billion in revenue for the Productivity and Business Processes segment; $16.20 and $16.45 billion for Intelligent Cloud; and between $13.6 billion and $14 billion for MSFT’s Personal Computing segment.\nThat amounts to revenue guidance of $43.6 billion to $44.5 billion for fiscal Q4, currently above Refinitiv-polled analyst estimates of $42.98 billion.\nMicrosoft Earnings And Options Activity\nMSFT is expected to report adjusted EPS of $1.92, up from $1.46 in the prior-year quarter, according to third-party consensus analyst estimates. Revenue is projected at $44.1 billion, up 16% from a year ago.\nOptions traders have priced in an expected share price move of 1.5% in either direction around the earnings release. The implied volatility sits at the 16th percentile as of Monday morning.\nLooking at the July 30 options expiration, call activity is spread out with higher activity at the 297.50 and 300 strikes while puts have been active at the 272.5 strike.","news_type":1,"symbols_score_info":{"MSFT":0.9,"GOOG":0.9,"AMZN":0.9,"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":631,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":809113860,"gmtCreate":1627351902650,"gmtModify":1633765821453,"author":{"id":"4090231144855440","authorId":"4090231144855440","name":"NoobTrader9","avatar":"https://static.tigerbbs.com/1189e3845ff52d4631cf0acfddc9ae88","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090231144855440","idStr":"4090231144855440"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/809113860","repostId":"1102983589","repostType":4,"repost":{"id":"1102983589","kind":"news","pubTimestamp":1627349230,"share":"https://www.laohu8.com/m/news/1102983589?lang=zh_CN&edition=full","pubTime":"2021-07-27 09:27","market":"us","language":"en","title":"CD&R Seeks Equity Partners for Improved Morrison Offer<blockquote>CD&amp;R寻求股权合作伙伴以提高莫里森的报价</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1102983589","media":"Bloomberg","summary":"(Bloomberg) -- Clayton Dubilier & Rice is speaking with potential equity partners as it prepares an ","content":"<p>(Bloomberg) -- Clayton Dubilier &amp; Rice is speaking with potential equity partners as it prepares an improved offer for British grocery chain Wm Morrison Supermarkets Plc, people with knowledge of the matter said.</p><p><blockquote>（彭博社）-知情人士称，Clayton Dubilier&amp;Rice正在与潜在的股权合作伙伴进行谈判，准备对英国杂货连锁店Wm Morrison Supermarkets Plc提出更好的报价。</blockquote></p><p> The buyout firm is in discussions to team up with some of the investors in its funds -- known as limited partners -- on a fresh bid, the people said. CD&amp;R is considering making an increased offer as soon as the coming days, according to the people, who asked not to be identified because the information is private.</p><p><blockquote>知情人士称，该收购公司正在讨论与其基金的一些投资者（即有限合伙人）合作进行新的收购。据知情人士透露，CD&amp;R正在考虑在未来几天内尽快提高报价。由于信息是私人的，这些人士要求匿名。</blockquote></p><p> Private equity firms often partner with a large pension manager or sovereign wealth fund on major acquisitions to reduce the amount of capital they have to commit themselves. Under British takeover rules, CD&amp;R has until Aug. 9 to decide whether to make a rival bid for the supermarket chain.</p><p><blockquote>私募股权公司经常与大型养老金管理公司或主权财富基金合作进行重大收购，以减少他们必须投入的资本金额。根据英国收购规则，CD&amp;R必须在8月9日之前决定是否对这家连锁超市进行竞争。</blockquote></p><p> Morrison has already accepted a 6.3 billion-pound ($8.7 billion) proposal from Fortress Investment Group. Earlier this month, investment firm Apollo Global Management Inc. said it was in talks to join the Fortress bid and wouldn’t make a separate offer for Britain’s fourth-largest grocer.</p><p><blockquote>莫里森已经接受了堡垒投资集团63亿英镑（87亿美元）的提议。本月早些时候，投资公司阿波罗全球管理公司(Apollo Global Management Inc.)表示，正在就加入Fortress的竞购进行谈判，并且不会单独收购这家英国第四大杂货商。</blockquote></p><p> BNP Paribas SA has joined Goldman Sachs Group Inc. and JPMorgan Chase &amp; Co. as an adviser to CD&amp;R and will help provide financing for the potential acquisition, the people said. Deliberations are ongoing, and there’s no certainty CD&amp;R will submit a new proposal, according to the people.</p><p><blockquote>知情人士称，法国巴黎银行已加入高盛集团和摩根大通，担任CD&amp;R顾问，并将帮助为潜在收购提供融资。据知情人士透露，审议正在进行中，不确定CD&amp;R是否会提交新的提案。</blockquote></p><p> Representatives for CD&amp;R, Morrison and BNP Paribas declined to comment.</p><p><blockquote>CD&amp;R、Morrison和法国巴黎银行的代表拒绝置评。</blockquote></p><p></p>","source":"lsy1612507957220","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>CD&R Seeks Equity Partners for Improved Morrison Offer<blockquote>CD&amp;R寻求股权合作伙伴以提高莫里森的报价</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\">\nCD&R Seeks Equity Partners for Improved Morrison Offer<blockquote>CD&amp;R寻求股权合作伙伴以提高莫里森的报价</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Bloomberg</strong><span class=\"h-time small\">2021-07-27 09:27</span>\n</p>\n</h4>\n</header>\n<article>\n<p>(Bloomberg) -- Clayton Dubilier &amp; Rice is speaking with potential equity partners as it prepares an improved offer for British grocery chain Wm Morrison Supermarkets Plc, people with knowledge of the matter said.</p><p><blockquote>（彭博社）-知情人士称，Clayton Dubilier&amp;Rice正在与潜在的股权合作伙伴进行谈判，准备对英国杂货连锁店Wm Morrison Supermarkets Plc提出更好的报价。</blockquote></p><p> The buyout firm is in discussions to team up with some of the investors in its funds -- known as limited partners -- on a fresh bid, the people said. CD&amp;R is considering making an increased offer as soon as the coming days, according to the people, who asked not to be identified because the information is private.</p><p><blockquote>知情人士称，该收购公司正在讨论与其基金的一些投资者（即有限合伙人）合作进行新的收购。据知情人士透露，CD&amp;R正在考虑在未来几天内尽快提高报价。由于信息是私人的，这些人士要求匿名。</blockquote></p><p> Private equity firms often partner with a large pension manager or sovereign wealth fund on major acquisitions to reduce the amount of capital they have to commit themselves. Under British takeover rules, CD&amp;R has until Aug. 9 to decide whether to make a rival bid for the supermarket chain.</p><p><blockquote>私募股权公司经常与大型养老金管理公司或主权财富基金合作进行重大收购，以减少他们必须投入的资本金额。根据英国收购规则，CD&amp;R必须在8月9日之前决定是否对这家连锁超市进行竞争。</blockquote></p><p> Morrison has already accepted a 6.3 billion-pound ($8.7 billion) proposal from Fortress Investment Group. Earlier this month, investment firm Apollo Global Management Inc. said it was in talks to join the Fortress bid and wouldn’t make a separate offer for Britain’s fourth-largest grocer.</p><p><blockquote>莫里森已经接受了堡垒投资集团63亿英镑（87亿美元）的提议。本月早些时候，投资公司阿波罗全球管理公司(Apollo Global Management Inc.)表示，正在就加入Fortress的竞购进行谈判，并且不会单独收购这家英国第四大杂货商。</blockquote></p><p> BNP Paribas SA has joined Goldman Sachs Group Inc. and JPMorgan Chase &amp; Co. as an adviser to CD&amp;R and will help provide financing for the potential acquisition, the people said. Deliberations are ongoing, and there’s no certainty CD&amp;R will submit a new proposal, according to the people.</p><p><blockquote>知情人士称，法国巴黎银行已加入高盛集团和摩根大通，担任CD&amp;R顾问，并将帮助为潜在收购提供融资。据知情人士透露，审议正在进行中，不确定CD&amp;R是否会提交新的提案。</blockquote></p><p> Representatives for CD&amp;R, Morrison and BNP Paribas declined to comment.</p><p><blockquote>CD&amp;R、Morrison和法国巴黎银行的代表拒绝置评。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://finance.yahoo.com/news/cd-r-seeks-equity-partners-170313043.html\">Bloomberg</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":{"MRWSF":"WM Morrison Supermarkets Plc."},"source_url":"https://finance.yahoo.com/news/cd-r-seeks-equity-partners-170313043.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1102983589","content_text":"(Bloomberg) -- Clayton Dubilier & Rice is speaking with potential equity partners as it prepares an improved offer for British grocery chain Wm Morrison Supermarkets Plc, people with knowledge of the matter said.\nThe buyout firm is in discussions to team up with some of the investors in its funds -- known as limited partners -- on a fresh bid, the people said. CD&R is considering making an increased offer as soon as the coming days, according to the people, who asked not to be identified because the information is private.\nPrivate equity firms often partner with a large pension manager or sovereign wealth fund on major acquisitions to reduce the amount of capital they have to commit themselves. Under British takeover rules, CD&R has until Aug. 9 to decide whether to make a rival bid for the supermarket chain.\nMorrison has already accepted a 6.3 billion-pound ($8.7 billion) proposal from Fortress Investment Group. Earlier this month, investment firm Apollo Global Management Inc. said it was in talks to join the Fortress bid and wouldn’t make a separate offer for Britain’s fourth-largest grocer.\nBNP Paribas SA has joined Goldman Sachs Group Inc. and JPMorgan Chase & Co. as an adviser to CD&R and will help provide financing for the potential acquisition, the people said. Deliberations are ongoing, and there’s no certainty CD&R will submit a new proposal, according to the people.\nRepresentatives for CD&R, Morrison and BNP Paribas declined to comment.","news_type":1,"symbols_score_info":{"MRWSF":0.9}},"isVote":1,"tweetType":1,"viewCount":496,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":835022486,"gmtCreate":1629681703245,"gmtModify":1633683282791,"author":{"id":"4090231144855440","authorId":"4090231144855440","name":"NoobTrader9","avatar":"https://static.tigerbbs.com/1189e3845ff52d4631cf0acfddc9ae88","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090231144855440","idStr":"4090231144855440"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/835022486","repostId":"2161747692","repostType":4,"isVote":1,"tweetType":1,"viewCount":1727,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":809119123,"gmtCreate":1627351845962,"gmtModify":1633765822286,"author":{"id":"4090231144855440","authorId":"4090231144855440","name":"NoobTrader9","avatar":"https://static.tigerbbs.com/1189e3845ff52d4631cf0acfddc9ae88","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090231144855440","idStr":"4090231144855440"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/809119123","repostId":"2154964378","repostType":4,"isVote":1,"tweetType":1,"viewCount":264,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":804615615,"gmtCreate":1627953782837,"gmtModify":1633754952146,"author":{"id":"4090231144855440","authorId":"4090231144855440","name":"NoobTrader9","avatar":"https://static.tigerbbs.com/1189e3845ff52d4631cf0acfddc9ae88","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090231144855440","idStr":"4090231144855440"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/804615615","repostId":"2156114224","repostType":4,"isVote":1,"tweetType":1,"viewCount":421,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":803608378,"gmtCreate":1627434366794,"gmtModify":1633765047670,"author":{"id":"4090231144855440","authorId":"4090231144855440","name":"NoobTrader9","avatar":"https://static.tigerbbs.com/1189e3845ff52d4631cf0acfddc9ae88","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090231144855440","idStr":"4090231144855440"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/803608378","repostId":"2154991792","repostType":4,"isVote":1,"tweetType":1,"viewCount":683,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":809125941,"gmtCreate":1627353546183,"gmtModify":1633765798148,"author":{"id":"4090231144855440","authorId":"4090231144855440","name":"NoobTrader9","avatar":"https://static.tigerbbs.com/1189e3845ff52d4631cf0acfddc9ae88","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090231144855440","idStr":"4090231144855440"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/809125941","repostId":"2154645329","repostType":4,"repost":{"id":"2154645329","kind":"highlight","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1627353226,"share":"https://www.laohu8.com/m/news/2154645329?lang=zh_CN&edition=full","pubTime":"2021-07-27 10:33","market":"us","language":"en","title":"Microsoft Focuses Aggressively On Cloud Ahead Of Fiscal Q4 Earnings Report<blockquote>微软在第四季度财报发布之前积极关注云计算</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2154645329","media":"Benzinga","summary":"Microsoft (NASDAQ: MSFT) shook the heavens of commerce and capital when it shattered the $2 trillion market cap barrier last month.","content":"<p><b>Microsoft </b>(NASDAQ:MSFT)&nbsp;shook the heavens of commerce and capital when it shattered the $2 trillion market cap barrier last month.</p><p><blockquote><b>微软</b>（纳斯达克股票代码：MSFT）上个月突破了2万亿美元的市值大关，震惊了商业和资本。</blockquote></p><p> The software giant is now <a href=\"https://laohu8.com/S/AONE.U\">one</a> of only two companies in the world—the other being<b>&nbsp;Apple</b>&nbsp;(NASDAQ:AAPL)—to boast a $2 trillion market cap, and one of only five companies across the globe, the other three being Saudi Aramco,<b>&nbsp;Amazon</b>&nbsp;(NASDAQ:AMZN), and&nbsp;<b>Alphabet</b>&nbsp;(NASDAQ:GOOG), to be part of the trillionaire club.</p><p><blockquote>这家软件巨头现在<a href=\"https://laohu8.com/S/AONE.U\">一</a>世界上只有两家公司——另一家是<b>苹果</b>（纳斯达克：AAPL）——拥有2万亿美元的市值，是全球仅有的五家公司之一，另外三家是沙特阿美公司，<b>亚马逊</b>（纳斯达克：AMZN），以及<b>Alphabet</b>（纳斯达克：GOOG），成为万亿富翁俱乐部的一员。</blockquote></p><p> Since CEO Satya Nadella took the helm in 2014, MSFT’s share price is up more than 600%. After reaching $500 billion in market cap in 2017, it took only two years to double to $1 trillion and then two more years to double again to $2 trillion. The next trillion, if we get there, is now only half the distance away.</p><p><blockquote>自2014年首席执行官萨蒂亚·纳德拉(Satya Nadella)掌舵以来，MSFT股价已上涨超过600%。在2017年市值达到5000亿美元后，仅用了两年时间就翻了一番，达到1万亿美元，然后又用了两年时间再次翻了一番，达到2万亿美元。下一个一万亿，如果我们到达那里，现在只有一半的距离。</blockquote></p><p> MSFT is expected to report fiscal Q4 earnings on Tuesday after markets close.</p><p><blockquote>MSFT预计将于周二收盘后公布第四财季收益。</blockquote></p><p> When you look at MSFT from a 40,000-foot view, it seems pretty clear that the company has reinvented itself several times since taking root in software. Now a multi-industry behemoth weaving itself across the entire digital domain from ground to digital sky, MSFT arguably has become virtually omnipresent.</p><p><blockquote>当你从40,000英尺的角度看MSFT时，似乎很明显，该公司自扎根软件以来已经多次重塑自我。现在，MSFT是一个横跨从地面到数字天空的整个数字领域的多行业巨头，可以说已经变得几乎无处不在。</blockquote></p><p> And its recent market-cap surge reflects the opportunities it saw and seized: investing in&nbsp;cloud computing, developing virtual chat and collaboration tech, expanding into the video game market, and satiating its large appetite for acquisitions.</p><p><blockquote>它最近的市值飙升反映了它看到并抓住的机会：投资云计算、开发虚拟聊天和协作技术、扩展到视频游戏市场以及满足其巨大的收购欲望。</blockquote></p><p> Before looking at some of the segments, it’s important to note that MSFT has beaten Wall Street’s consensus on earnings and revenue each of the last four quarters. Accelerating business IT spending could help bring another strong quarterly result this time around, analysts told Barron’s recently.</p><p><blockquote>在研究某些细分市场之前，需要注意的是，MSFT在过去四个季度的盈利和收入方面都超出了华尔街的共识。分析师最近告诉《巴伦周刊》，加速企业IT支出可能有助于带来另一个强劲的季度业绩。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://tickertapecdn.tdameritrade.com/assets/images/pages/md/microsoft-earnings.jpg\" tg-width=\"1822\" tg-height=\"951\" referrerpolicy=\"no-referrer\"><span>FIGURE 1: LIFTED BY THE CLOUD. Microsoft’s stock (MSFT—candlestick) has, for the most part, been in line with the Nasdaq-100 Index (NDX—purple line). The stock has been trending higher since Sept. 2020. Will MSFT’s trend continue when it releases its quarterly earnings? Data source: Nasdaq. Chart source: The thinkorswim® platform. For illustrative purposes only. Past performance does not guarantee future results.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图1：被云抬起。微软的股票（MSFT-烛台）在很大程度上与纳斯达克100指数（NDX-紫线）一致。自2020年9月以来，该股一直呈走高趋势。MSFT发布季度财报时，这一趋势会持续吗？数据来源：纳斯达克。图表来源：thinkorswim®平台。仅用于说明目的。过去的表现并不能保证未来的结果。</span></p></blockquote></p><p> <h2>Microsoft’s Cloud Stack May Emerge As Its Largest Business Segment</h2> Opening last quarter’s earnings conference call, CEO Nadella set the tone with his usual forecast in grand style: “Digital technology will be the foundation for resilience and growth over the next decade. We are innovating and building the cloud stack to accelerate the digital capability of every organization on the planet.”</p><p><blockquote><h2>微软的云堆栈或将成为其最大的业务板块</h2>在上个季度的财报电话会议上，首席执行官纳德拉以他一贯的豪言壮语定下了基调：“数字技术将成为未来十年弹性和增长的基础。我们正在创新和构建云堆栈，以加速数字能力地球上每个组织。”</blockquote></p><p> The cloud space is a narrow and highly contentious arena where you have only three major competitors. According to a report by Canalys, as of April 2021, AMZN’s AWS occupies the top spot with a 32% market share. MSFT’s Azure comes in at a close second with 19%. And GOOGL’s Google Cloud is third with a smaller yet rapidly expanding 7% share.</p><p><blockquote>云空间是一个狭窄且极具争议的领域，只有三个主要竞争对手。根据Canalys的报告，截至2021年4月，AMZN的AWS以32%的市场份额占据榜首。MSFT的Azure以19%的份额紧随其后。GOOGL的谷歌云排名第三，份额较小但迅速扩大，为7%。</blockquote></p><p> Still, growth in global cloud services may expand by a compound annual growth rate of 17.5% by 2025, according to third-party analysts. The difference in dollar terms would mean a whopping $832 billion market by then vs. $371.4 billion in 2020.</p><p><blockquote>尽管如此，据第三方分析师称，到2025年，全球云服务的增长可能会以17.5%的复合年增长率扩大。以美元计算的差异将意味着届时市场规模将达到8320亿美元，而2020年为3714亿美元。</blockquote></p><p> Last quarter, MSFT’s Intelligent Cloud segment, which includes Azure, raked in $15.12 billion in revenue—23% growth year over year and well above analysts’ estimates of $14.92 billion, according to FactSet.</p><p><blockquote>FactSet的数据显示，上个季度，MSFT的智能云部门（包括Azure）实现了151.2亿美元的收入，同比增长23%，远高于分析师预期的149.2亿美元。</blockquote></p><p> The company is pushing its cloud growth aggressively, as it has “more data center regions than any other provider,” according to Nadella, in addition to expanding into new regions across Asia and the US.</p><p><blockquote>纳德拉表示，该公司正在积极推动云增长，因为除了扩展到亚洲和美国的新地区外，它拥有“比任何其他提供商都多的数据中心区域”。</blockquote></p><p> Given the gap between MSFT’s current cloud position (19% global market share) and its ambitions to dominate every organizational cloud space “on the planet,” you might want to pay attention to its Intelligent Cloud results.</p><p><blockquote>鉴于MSFT目前的云地位（19%的全球市场份额）与其主导“地球上”每个组织云空间的雄心之间的差距，您可能需要关注其智能云结果。</blockquote></p><p> <h2>New Hybrid Work Environment Demands A&nbsp;New Model</h2> Let’s assume that the Covid Year of 2020 changed the way employees and companies value mobility versus the fixed cubicle. And with the pandemic seemingly behind us yet threatening an enhanced reprise, you’ve got to think many businesses might want the “productivity insurance” of a hybrid distance-collaboration platform. At least that’s what MSFT is probably hoping.</p><p><blockquote><h2>新的混合工作环境需要新的模式</h2>让我们假设2020年的Covid改变了员工和公司重视移动性而不是固定隔间的方式。随着疫情似乎已经过去，但威胁要加强重演，你不得不认为许多企业可能想要混合远程协作平台的“生产力保险”。至少这可能是MSFT所希望的。</blockquote></p><p> MSFT’s Teams platform could be a strong contender in this arena of distance collaboration. Its users nearly doubled year over year, according to Nadella, servicing 145 million active users a day. More importantly, with workers across the globe heading back to the office (literally), Nadella noted that Team usage expanded.</p><p><blockquote>MSFT的Teams平台可能是远程协作领域的有力竞争者。纳德拉表示，其用户同比几乎翻了一番，每天为1.45亿活跃用户提供服务。更重要的是，随着全球各地的员工返回办公室（字面上），纳德拉指出，团队使用范围扩大了。</blockquote></p><p></p><p> Teams is part of the company’s Productivity and Business Processes segment, which includes its legacy Office 365, Dynamics, and LinkedIn. Last quarter, it grew 15% year over year, delivering $13.55 billion in revenue, topping analyst estimates of $13.49 billion. Revenues were driven primarily by Office and LinkedIn.</p><p><blockquote>Teams是该公司生产力和业务流程部门的一部分，该部门包括其传统的Office 365、Dynamics和LinkedIn。上季度，该公司同比增长15%，实现收入135.5亿美元，超过分析师预期的134.9亿美元。收入主要由Office和LinkedIn推动。</blockquote></p><p> Each component within this segment is worth paying attention to as MSFT reports FY Q4 results. As with every business, each component may have its own unique sensitivities to the current pandemic-tinged workspace. Though economies have begun to recover, the fog of uncertainty hasn’t quite lifted yet.</p><p><blockquote>随着MSFT报告财年第四季度业绩，该细分市场中的每个组成部分都值得关注。与每个企业一样，每个组件可能对当前带有大流行色彩的工作空间都有自己独特的敏感性。尽管经济已经开始复苏，但不确定性的迷雾尚未完全消散。</blockquote></p><p> <h2>A Major Gaming Developer And Distributor</h2> Even if you don’t have kids, you’re probably aware that Minecraft has become a best-seller among gamers young and old. Its developer, Mojang, was just one of MSFT’s gaming acquisitions, making the company a viable contender in the market of gaming consoles, game development, and game distribution.</p><p><blockquote><h2>主要游戏开发商及分销商</h2>即使你没有孩子，你也可能知道《我的世界》已经成为老少游戏玩家中的畅销书。其开发商Mojang只是MSFT的游戏收购之一，使该公司成为游戏机、游戏开发和游戏发行市场的可行竞争者。</blockquote></p><p> Last quarter, the company acquired ZeniMax Media, which developed “20 of the world’s most iconic and beloved games accessible via Game Pass,” Nadella said, promising “more to come.” MSFT’s Xbox hardware revenue grew 232% year over year, according to CFO Amy Hood. And Xbox content revenue, including the ZeniMax Media acquisition, grew 34% in the same period.</p><p><blockquote>纳德拉表示，上个季度，该公司收购了ZeniMax Media，该公司开发了“20款世界上最具标志性和最受欢迎的游戏，可通过Game Pass访问”，并承诺“还会有更多游戏”。MSFT首席财务官Amy Hood表示，MSFT的Xbox硬件收入同比增长232%。包括收购ZeniMax Media在内的Xbox内容收入同期增长了34%。</blockquote></p><p> Maybe investors will get a better sense of what “more to come” might mean when MSFT reports Tuesday.</p><p><blockquote>也许当MSFT周二发布报告时，投资者会更好地理解“更多未来”可能意味着什么。</blockquote></p><p> <h2>From Next-Gen Legacy Applications To Next-Gen Markets</h2> The secret sauce behind MSFT’s rejuvenation and expansion is arguably Nadella’s vision to infuse “legacy” services with next-gen applications (like Azure) while making forays into next-gen markets like its HoloLens augmented reality headset (currently being tested by the US military and soon to be developed for commercial use).</p><p><blockquote><h2>从下一代传统应用到下一代市场</h2>MSFT复兴和扩张背后的秘密可以说是纳德拉的愿景，即将“传统”服务注入下一代应用程序（如Azure），同时进军下一代市场，如其HoloLens增强现实耳机（目前正在接受美国军方的测试，很快将被开发用于商业用途）。</blockquote></p><p> What this could tell us is that the company may not be at risk of falling behind a curve that it’s actively disrupting and displacing.</p><p><blockquote>这可以告诉我们，该公司可能不会面临落后于它正在积极破坏和取代的曲线的风险。</blockquote></p><p> Last quarter, MSFT topped analyst estimates (according to Refinitiv), delivering $1.95 adjusted earnings per share versus $1.78 expected; and generating $41.71 billion in revenue above consensus estimates of $41.03 billion.</p><p><blockquote>上个季度，MSFT超出了分析师的预期（根据Refinitiv的数据），调整后每股收益为1.95美元，而预期为1.78美元；收入为417.1亿美元，高于市场普遍预期的410.3亿美元。</blockquote></p><p> Looking ahead to the results due Tuesday, CFO Amy Hood forecast between $13.8 and $14.05 billion in revenue for the Productivity and Business Processes segment; $16.20 and $16.45 billion for Intelligent Cloud; and between $13.6 billion and $14 billion for MSFT’s Personal Computing segment.</p><p><blockquote>展望周二公布的业绩，首席财务官艾米·胡德(Amy Hood)预测生产力和业务流程部门的收入将在13.8至140.5亿美元之间；智能云分别为16.20美元和164.5亿美元；MSFT个人计算部门的收入在136亿美元至140亿美元之间。</blockquote></p><p> That amounts to revenue guidance of $43.6 billion to $44.5 billion for fiscal Q4, currently above Refinitiv-polled analyst estimates of $42.98 billion.</p><p><blockquote>这相当于第四财季的收入指引为436亿美元至445亿美元，目前高于Refinitiv调查的分析师预期的429.8亿美元。</blockquote></p><p> <h2>Microsoft Earnings And Options Activity</h2> MSFT is expected to report&nbsp;<b>adjusted EPS of $1.92</b>, up from $1.46 in the prior-year quarter, according to third-party consensus analyst estimates.&nbsp;<b>Revenue is projected at $44.1 billion</b>, up 16% from a year ago.</p><p><blockquote><h2>微软盈利和期权活动</h2>MSFT预计将报告<b>调整后每股收益为1.92美元</b>根据第三方分析师的一致估计，高于去年同期的1.46美元。<b>收入预计为441亿美元</b>，同比增长16%。</blockquote></p><p> Options traders have priced in an expected share price move of 1.5% in either direction around the earnings release. The implied volatility sits at the 16th percentile as of Monday morning.</p><p><blockquote>期权交易员预计财报发布前后股价将双向波动1.5%。截至周一上午，隐含波动率位于第16百分位。</blockquote></p><p> Looking at the July 30 options expiration, call activity is spread out with higher activity at the 297.50 and 300 strikes while puts have been active at the 272.5 strike.</p><p><blockquote>从7月30日期权到期日来看，看涨期权活动分散，在297.50和300行使价时活动较高，而看跌期权在272.5行使价时活跃。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Microsoft Focuses Aggressively On Cloud Ahead Of Fiscal Q4 Earnings Report<blockquote>微软在第四季度财报发布之前积极关注云计算</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMicrosoft Focuses Aggressively On Cloud Ahead Of Fiscal Q4 Earnings Report<blockquote>微软在第四季度财报发布之前积极关注云计算</blockquote>\n</h2>\n<h4 class=\"meta\">\n<div class=\"head\" \">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time smaller\">2021-07-27 10:33</p>\n</div>\n</div>\n</h4>\n</header>\n<article>\n<p><b>Microsoft </b>(NASDAQ:MSFT)&nbsp;shook the heavens of commerce and capital when it shattered the $2 trillion market cap barrier last month.</p><p><blockquote><b>微软</b>（纳斯达克股票代码：MSFT）上个月突破了2万亿美元的市值大关，震惊了商业和资本。</blockquote></p><p> The software giant is now <a href=\"https://laohu8.com/S/AONE.U\">one</a> of only two companies in the world—the other being<b>&nbsp;Apple</b>&nbsp;(NASDAQ:AAPL)—to boast a $2 trillion market cap, and one of only five companies across the globe, the other three being Saudi Aramco,<b>&nbsp;Amazon</b>&nbsp;(NASDAQ:AMZN), and&nbsp;<b>Alphabet</b>&nbsp;(NASDAQ:GOOG), to be part of the trillionaire club.</p><p><blockquote>这家软件巨头现在<a href=\"https://laohu8.com/S/AONE.U\">一</a>世界上只有两家公司——另一家是<b>苹果</b>（纳斯达克：AAPL）——拥有2万亿美元的市值，是全球仅有的五家公司之一，另外三家是沙特阿美公司，<b>亚马逊</b>（纳斯达克：AMZN），以及<b>Alphabet</b>（纳斯达克：GOOG），成为万亿富翁俱乐部的一员。</blockquote></p><p> Since CEO Satya Nadella took the helm in 2014, MSFT’s share price is up more than 600%. After reaching $500 billion in market cap in 2017, it took only two years to double to $1 trillion and then two more years to double again to $2 trillion. The next trillion, if we get there, is now only half the distance away.</p><p><blockquote>自2014年首席执行官萨蒂亚·纳德拉(Satya Nadella)掌舵以来，MSFT股价已上涨超过600%。在2017年市值达到5000亿美元后，仅用了两年时间就翻了一番，达到1万亿美元，然后又用了两年时间再次翻了一番，达到2万亿美元。下一个一万亿，如果我们到达那里，现在只有一半的距离。</blockquote></p><p> MSFT is expected to report fiscal Q4 earnings on Tuesday after markets close.</p><p><blockquote>MSFT预计将于周二收盘后公布第四财季收益。</blockquote></p><p> When you look at MSFT from a 40,000-foot view, it seems pretty clear that the company has reinvented itself several times since taking root in software. Now a multi-industry behemoth weaving itself across the entire digital domain from ground to digital sky, MSFT arguably has become virtually omnipresent.</p><p><blockquote>当你从40,000英尺的角度看MSFT时，似乎很明显，该公司自扎根软件以来已经多次重塑自我。现在，MSFT是一个横跨从地面到数字天空的整个数字领域的多行业巨头，可以说已经变得几乎无处不在。</blockquote></p><p> And its recent market-cap surge reflects the opportunities it saw and seized: investing in&nbsp;cloud computing, developing virtual chat and collaboration tech, expanding into the video game market, and satiating its large appetite for acquisitions.</p><p><blockquote>它最近的市值飙升反映了它看到并抓住的机会：投资云计算、开发虚拟聊天和协作技术、扩展到视频游戏市场以及满足其巨大的收购欲望。</blockquote></p><p> Before looking at some of the segments, it’s important to note that MSFT has beaten Wall Street’s consensus on earnings and revenue each of the last four quarters. Accelerating business IT spending could help bring another strong quarterly result this time around, analysts told Barron’s recently.</p><p><blockquote>在研究某些细分市场之前，需要注意的是，MSFT在过去四个季度的盈利和收入方面都超出了华尔街的共识。分析师最近告诉《巴伦周刊》，加速企业IT支出可能有助于带来另一个强劲的季度业绩。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://tickertapecdn.tdameritrade.com/assets/images/pages/md/microsoft-earnings.jpg\" tg-width=\"1822\" tg-height=\"951\" referrerpolicy=\"no-referrer\"><span>FIGURE 1: LIFTED BY THE CLOUD. Microsoft’s stock (MSFT—candlestick) has, for the most part, been in line with the Nasdaq-100 Index (NDX—purple line). The stock has been trending higher since Sept. 2020. Will MSFT’s trend continue when it releases its quarterly earnings? Data source: Nasdaq. Chart source: The thinkorswim® platform. For illustrative purposes only. Past performance does not guarantee future results.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图1：被云抬起。微软的股票（MSFT-烛台）在很大程度上与纳斯达克100指数（NDX-紫线）一致。自2020年9月以来，该股一直呈走高趋势。MSFT发布季度财报时，这一趋势会持续吗？数据来源：纳斯达克。图表来源：thinkorswim®平台。仅用于说明目的。过去的表现并不能保证未来的结果。</span></p></blockquote></p><p> <h2>Microsoft’s Cloud Stack May Emerge As Its Largest Business Segment</h2> Opening last quarter’s earnings conference call, CEO Nadella set the tone with his usual forecast in grand style: “Digital technology will be the foundation for resilience and growth over the next decade. We are innovating and building the cloud stack to accelerate the digital capability of every organization on the planet.”</p><p><blockquote><h2>微软的云堆栈或将成为其最大的业务板块</h2>在上个季度的财报电话会议上，首席执行官纳德拉以他一贯的豪言壮语定下了基调：“数字技术将成为未来十年弹性和增长的基础。我们正在创新和构建云堆栈，以加速数字能力地球上每个组织。”</blockquote></p><p> The cloud space is a narrow and highly contentious arena where you have only three major competitors. According to a report by Canalys, as of April 2021, AMZN’s AWS occupies the top spot with a 32% market share. MSFT’s Azure comes in at a close second with 19%. And GOOGL’s Google Cloud is third with a smaller yet rapidly expanding 7% share.</p><p><blockquote>云空间是一个狭窄且极具争议的领域，只有三个主要竞争对手。根据Canalys的报告，截至2021年4月，AMZN的AWS以32%的市场份额占据榜首。MSFT的Azure以19%的份额紧随其后。GOOGL的谷歌云排名第三，份额较小但迅速扩大，为7%。</blockquote></p><p> Still, growth in global cloud services may expand by a compound annual growth rate of 17.5% by 2025, according to third-party analysts. The difference in dollar terms would mean a whopping $832 billion market by then vs. $371.4 billion in 2020.</p><p><blockquote>尽管如此，据第三方分析师称，到2025年，全球云服务的增长可能会以17.5%的复合年增长率扩大。以美元计算的差异将意味着届时市场规模将达到8320亿美元，而2020年为3714亿美元。</blockquote></p><p> Last quarter, MSFT’s Intelligent Cloud segment, which includes Azure, raked in $15.12 billion in revenue—23% growth year over year and well above analysts’ estimates of $14.92 billion, according to FactSet.</p><p><blockquote>FactSet的数据显示，上个季度，MSFT的智能云部门（包括Azure）实现了151.2亿美元的收入，同比增长23%，远高于分析师预期的149.2亿美元。</blockquote></p><p> The company is pushing its cloud growth aggressively, as it has “more data center regions than any other provider,” according to Nadella, in addition to expanding into new regions across Asia and the US.</p><p><blockquote>纳德拉表示，该公司正在积极推动云增长，因为除了扩展到亚洲和美国的新地区外，它拥有“比任何其他提供商都多的数据中心区域”。</blockquote></p><p> Given the gap between MSFT’s current cloud position (19% global market share) and its ambitions to dominate every organizational cloud space “on the planet,” you might want to pay attention to its Intelligent Cloud results.</p><p><blockquote>鉴于MSFT目前的云地位（19%的全球市场份额）与其主导“地球上”每个组织云空间的雄心之间的差距，您可能需要关注其智能云结果。</blockquote></p><p> <h2>New Hybrid Work Environment Demands A&nbsp;New Model</h2> Let’s assume that the Covid Year of 2020 changed the way employees and companies value mobility versus the fixed cubicle. And with the pandemic seemingly behind us yet threatening an enhanced reprise, you’ve got to think many businesses might want the “productivity insurance” of a hybrid distance-collaboration platform. At least that’s what MSFT is probably hoping.</p><p><blockquote><h2>新的混合工作环境需要新的模式</h2>让我们假设2020年的Covid改变了员工和公司重视移动性而不是固定隔间的方式。随着疫情似乎已经过去，但威胁要加强重演，你不得不认为许多企业可能想要混合远程协作平台的“生产力保险”。至少这可能是MSFT所希望的。</blockquote></p><p> MSFT’s Teams platform could be a strong contender in this arena of distance collaboration. Its users nearly doubled year over year, according to Nadella, servicing 145 million active users a day. More importantly, with workers across the globe heading back to the office (literally), Nadella noted that Team usage expanded.</p><p><blockquote>MSFT的Teams平台可能是远程协作领域的有力竞争者。纳德拉表示，其用户同比几乎翻了一番，每天为1.45亿活跃用户提供服务。更重要的是，随着全球各地的员工返回办公室（字面上），纳德拉指出，团队使用范围扩大了。</blockquote></p><p></p><p> Teams is part of the company’s Productivity and Business Processes segment, which includes its legacy Office 365, Dynamics, and LinkedIn. Last quarter, it grew 15% year over year, delivering $13.55 billion in revenue, topping analyst estimates of $13.49 billion. Revenues were driven primarily by Office and LinkedIn.</p><p><blockquote>Teams是该公司生产力和业务流程部门的一部分，该部门包括其传统的Office 365、Dynamics和LinkedIn。上季度，该公司同比增长15%，实现收入135.5亿美元，超过分析师预期的134.9亿美元。收入主要由Office和LinkedIn推动。</blockquote></p><p> Each component within this segment is worth paying attention to as MSFT reports FY Q4 results. As with every business, each component may have its own unique sensitivities to the current pandemic-tinged workspace. Though economies have begun to recover, the fog of uncertainty hasn’t quite lifted yet.</p><p><blockquote>随着MSFT报告财年第四季度业绩，该细分市场中的每个组成部分都值得关注。与每个企业一样，每个组件可能对当前带有大流行色彩的工作空间都有自己独特的敏感性。尽管经济已经开始复苏，但不确定性的迷雾尚未完全消散。</blockquote></p><p> <h2>A Major Gaming Developer And Distributor</h2> Even if you don’t have kids, you’re probably aware that Minecraft has become a best-seller among gamers young and old. Its developer, Mojang, was just one of MSFT’s gaming acquisitions, making the company a viable contender in the market of gaming consoles, game development, and game distribution.</p><p><blockquote><h2>主要游戏开发商及分销商</h2>即使你没有孩子，你也可能知道《我的世界》已经成为老少游戏玩家中的畅销书。其开发商Mojang只是MSFT的游戏收购之一，使该公司成为游戏机、游戏开发和游戏发行市场的可行竞争者。</blockquote></p><p> Last quarter, the company acquired ZeniMax Media, which developed “20 of the world’s most iconic and beloved games accessible via Game Pass,” Nadella said, promising “more to come.” MSFT’s Xbox hardware revenue grew 232% year over year, according to CFO Amy Hood. And Xbox content revenue, including the ZeniMax Media acquisition, grew 34% in the same period.</p><p><blockquote>纳德拉表示，上个季度，该公司收购了ZeniMax Media，该公司开发了“20款世界上最具标志性和最受欢迎的游戏，可通过Game Pass访问”，并承诺“还会有更多游戏”。MSFT首席财务官Amy Hood表示，MSFT的Xbox硬件收入同比增长232%。包括收购ZeniMax Media在内的Xbox内容收入同期增长了34%。</blockquote></p><p> Maybe investors will get a better sense of what “more to come” might mean when MSFT reports Tuesday.</p><p><blockquote>也许当MSFT周二发布报告时，投资者会更好地理解“更多未来”可能意味着什么。</blockquote></p><p> <h2>From Next-Gen Legacy Applications To Next-Gen Markets</h2> The secret sauce behind MSFT’s rejuvenation and expansion is arguably Nadella’s vision to infuse “legacy” services with next-gen applications (like Azure) while making forays into next-gen markets like its HoloLens augmented reality headset (currently being tested by the US military and soon to be developed for commercial use).</p><p><blockquote><h2>从下一代传统应用到下一代市场</h2>MSFT复兴和扩张背后的秘密可以说是纳德拉的愿景，即将“传统”服务注入下一代应用程序（如Azure），同时进军下一代市场，如其HoloLens增强现实耳机（目前正在接受美国军方的测试，很快将被开发用于商业用途）。</blockquote></p><p> What this could tell us is that the company may not be at risk of falling behind a curve that it’s actively disrupting and displacing.</p><p><blockquote>这可以告诉我们，该公司可能不会面临落后于它正在积极破坏和取代的曲线的风险。</blockquote></p><p> Last quarter, MSFT topped analyst estimates (according to Refinitiv), delivering $1.95 adjusted earnings per share versus $1.78 expected; and generating $41.71 billion in revenue above consensus estimates of $41.03 billion.</p><p><blockquote>上个季度，MSFT超出了分析师的预期（根据Refinitiv的数据），调整后每股收益为1.95美元，而预期为1.78美元；收入为417.1亿美元，高于市场普遍预期的410.3亿美元。</blockquote></p><p> Looking ahead to the results due Tuesday, CFO Amy Hood forecast between $13.8 and $14.05 billion in revenue for the Productivity and Business Processes segment; $16.20 and $16.45 billion for Intelligent Cloud; and between $13.6 billion and $14 billion for MSFT’s Personal Computing segment.</p><p><blockquote>展望周二公布的业绩，首席财务官艾米·胡德(Amy Hood)预测生产力和业务流程部门的收入将在13.8至140.5亿美元之间；智能云分别为16.20美元和164.5亿美元；MSFT个人计算部门的收入在136亿美元至140亿美元之间。</blockquote></p><p> That amounts to revenue guidance of $43.6 billion to $44.5 billion for fiscal Q4, currently above Refinitiv-polled analyst estimates of $42.98 billion.</p><p><blockquote>这相当于第四财季的收入指引为436亿美元至445亿美元，目前高于Refinitiv调查的分析师预期的429.8亿美元。</blockquote></p><p> <h2>Microsoft Earnings And Options Activity</h2> MSFT is expected to report&nbsp;<b>adjusted EPS of $1.92</b>, up from $1.46 in the prior-year quarter, according to third-party consensus analyst estimates.&nbsp;<b>Revenue is projected at $44.1 billion</b>, up 16% from a year ago.</p><p><blockquote><h2>微软盈利和期权活动</h2>MSFT预计将报告<b>调整后每股收益为1.92美元</b>根据第三方分析师的一致估计，高于去年同期的1.46美元。<b>收入预计为441亿美元</b>，同比增长16%。</blockquote></p><p> Options traders have priced in an expected share price move of 1.5% in either direction around the earnings release. The implied volatility sits at the 16th percentile as of Monday morning.</p><p><blockquote>期权交易员预计财报发布前后股价将双向波动1.5%。截至周一上午，隐含波动率位于第16百分位。</blockquote></p><p> Looking at the July 30 options expiration, call activity is spread out with higher activity at the 297.50 and 300 strikes while puts have been active at the 272.5 strike.</p><p><blockquote>从7月30日期权到期日来看，看涨期权活动分散，在297.50和300行使价时活动较高，而看跌期权在272.5行使价时活跃。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MSFT":"微软","AAPL":"苹果","AMZN":"亚马逊","GOOG":"谷歌"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2154645329","content_text":"Microsoft (NASDAQ:MSFT) shook the heavens of commerce and capital when it shattered the $2 trillion market cap barrier last month.\nThe software giant is now one of only two companies in the world—the other being Apple (NASDAQ:AAPL)—to boast a $2 trillion market cap, and one of only five companies across the globe, the other three being Saudi Aramco, Amazon (NASDAQ:AMZN), and Alphabet (NASDAQ:GOOG), to be part of the trillionaire club.\nSince CEO Satya Nadella took the helm in 2014, MSFT’s share price is up more than 600%. After reaching $500 billion in market cap in 2017, it took only two years to double to $1 trillion and then two more years to double again to $2 trillion. The next trillion, if we get there, is now only half the distance away.\nMSFT is expected to report fiscal Q4 earnings on Tuesday after markets close.\nWhen you look at MSFT from a 40,000-foot view, it seems pretty clear that the company has reinvented itself several times since taking root in software. Now a multi-industry behemoth weaving itself across the entire digital domain from ground to digital sky, MSFT arguably has become virtually omnipresent.\nAnd its recent market-cap surge reflects the opportunities it saw and seized: investing in cloud computing, developing virtual chat and collaboration tech, expanding into the video game market, and satiating its large appetite for acquisitions.\nBefore looking at some of the segments, it’s important to note that MSFT has beaten Wall Street’s consensus on earnings and revenue each of the last four quarters. Accelerating business IT spending could help bring another strong quarterly result this time around, analysts told Barron’s recently.\nFIGURE 1: LIFTED BY THE CLOUD. Microsoft’s stock (MSFT—candlestick) has, for the most part, been in line with the Nasdaq-100 Index (NDX—purple line). The stock has been trending higher since Sept. 2020. Will MSFT’s trend continue when it releases its quarterly earnings? Data source: Nasdaq. Chart source: The thinkorswim® platform. For illustrative purposes only. Past performance does not guarantee future results.\nMicrosoft’s Cloud Stack May Emerge As Its Largest Business Segment\nOpening last quarter’s earnings conference call, CEO Nadella set the tone with his usual forecast in grand style: “Digital technology will be the foundation for resilience and growth over the next decade. We are innovating and building the cloud stack to accelerate the digital capability of every organization on the planet.”\nThe cloud space is a narrow and highly contentious arena where you have only three major competitors. According to a report by Canalys, as of April 2021, AMZN’s AWS occupies the top spot with a 32% market share. MSFT’s Azure comes in at a close second with 19%. And GOOGL’s Google Cloud is third with a smaller yet rapidly expanding 7% share.\nStill, growth in global cloud services may expand by a compound annual growth rate of 17.5% by 2025, according to third-party analysts. The difference in dollar terms would mean a whopping $832 billion market by then vs. $371.4 billion in 2020.\nLast quarter, MSFT’s Intelligent Cloud segment, which includes Azure, raked in $15.12 billion in revenue—23% growth year over year and well above analysts’ estimates of $14.92 billion, according to FactSet.\nThe company is pushing its cloud growth aggressively, as it has “more data center regions than any other provider,” according to Nadella, in addition to expanding into new regions across Asia and the US.\nGiven the gap between MSFT’s current cloud position (19% global market share) and its ambitions to dominate every organizational cloud space “on the planet,” you might want to pay attention to its Intelligent Cloud results.\nNew Hybrid Work Environment Demands A New Model\nLet’s assume that the Covid Year of 2020 changed the way employees and companies value mobility versus the fixed cubicle. And with the pandemic seemingly behind us yet threatening an enhanced reprise, you’ve got to think many businesses might want the “productivity insurance” of a hybrid distance-collaboration platform. At least that’s what MSFT is probably hoping.\nMSFT’s Teams platform could be a strong contender in this arena of distance collaboration. Its users nearly doubled year over year, according to Nadella, servicing 145 million active users a day. More importantly, with workers across the globe heading back to the office (literally), Nadella noted that Team usage expanded.\nTeams is part of the company’s Productivity and Business Processes segment, which includes its legacy Office 365, Dynamics, and LinkedIn. Last quarter, it grew 15% year over year, delivering $13.55 billion in revenue, topping analyst estimates of $13.49 billion. Revenues were driven primarily by Office and LinkedIn.\nEach component within this segment is worth paying attention to as MSFT reports FY Q4 results. As with every business, each component may have its own unique sensitivities to the current pandemic-tinged workspace. Though economies have begun to recover, the fog of uncertainty hasn’t quite lifted yet.\nA Major Gaming Developer And Distributor\nEven if you don’t have kids, you’re probably aware that Minecraft has become a best-seller among gamers young and old. Its developer, Mojang, was just one of MSFT’s gaming acquisitions, making the company a viable contender in the market of gaming consoles, game development, and game distribution.\nLast quarter, the company acquired ZeniMax Media, which developed “20 of the world’s most iconic and beloved games accessible via Game Pass,” Nadella said, promising “more to come.” MSFT’s Xbox hardware revenue grew 232% year over year, according to CFO Amy Hood. And Xbox content revenue, including the ZeniMax Media acquisition, grew 34% in the same period.\nMaybe investors will get a better sense of what “more to come” might mean when MSFT reports Tuesday.\nFrom Next-Gen Legacy Applications To Next-Gen Markets\nThe secret sauce behind MSFT’s rejuvenation and expansion is arguably Nadella’s vision to infuse “legacy” services with next-gen applications (like Azure) while making forays into next-gen markets like its HoloLens augmented reality headset (currently being tested by the US military and soon to be developed for commercial use).\nWhat this could tell us is that the company may not be at risk of falling behind a curve that it’s actively disrupting and displacing.\nLast quarter, MSFT topped analyst estimates (according to Refinitiv), delivering $1.95 adjusted earnings per share versus $1.78 expected; and generating $41.71 billion in revenue above consensus estimates of $41.03 billion.\nLooking ahead to the results due Tuesday, CFO Amy Hood forecast between $13.8 and $14.05 billion in revenue for the Productivity and Business Processes segment; $16.20 and $16.45 billion for Intelligent Cloud; and between $13.6 billion and $14 billion for MSFT’s Personal Computing segment.\nThat amounts to revenue guidance of $43.6 billion to $44.5 billion for fiscal Q4, currently above Refinitiv-polled analyst estimates of $42.98 billion.\nMicrosoft Earnings And Options Activity\nMSFT is expected to report adjusted EPS of $1.92, up from $1.46 in the prior-year quarter, according to third-party consensus analyst estimates. Revenue is projected at $44.1 billion, up 16% from a year ago.\nOptions traders have priced in an expected share price move of 1.5% in either direction around the earnings release. The implied volatility sits at the 16th percentile as of Monday morning.\nLooking at the July 30 options expiration, call activity is spread out with higher activity at the 297.50 and 300 strikes while puts have been active at the 272.5 strike.","news_type":1,"symbols_score_info":{"MSFT":0.9,"GOOG":0.9,"AMZN":0.9,"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":631,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":835026441,"gmtCreate":1629681687883,"gmtModify":1633683283761,"author":{"id":"4090231144855440","authorId":"4090231144855440","name":"NoobTrader9","avatar":"https://static.tigerbbs.com/1189e3845ff52d4631cf0acfddc9ae88","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090231144855440","idStr":"4090231144855440"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/835026441","repostId":"2161747692","repostType":4,"isVote":1,"tweetType":1,"viewCount":1634,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":805884232,"gmtCreate":1627870064026,"gmtModify":1633755761581,"author":{"id":"4090231144855440","authorId":"4090231144855440","name":"NoobTrader9","avatar":"https://static.tigerbbs.com/1189e3845ff52d4631cf0acfddc9ae88","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090231144855440","idStr":"4090231144855440"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/805884232","repostId":"1133185410","repostType":4,"repost":{"id":"1133185410","kind":"news","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1627869946,"share":"https://www.laohu8.com/m/news/1133185410?lang=zh_CN&edition=full","pubTime":"2021-08-02 10:05","market":"us","language":"en","title":"What To Watch For When Uber, Live Nation And Shake Shack Report Earnings This Week<blockquote>Uber、Live Nation和Shake Shack本周公布收益时值得关注的内容</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1133185410","media":"Benzinga","summary":"Uber Technologies Inc(NYSE:UBER),Live Nation Entertainment, Inc.(NYSE:LYV) and Shake Shack Inc(NYSE:","content":"<p><b>Uber Technologies Inc</b>(NYSE:UBER),<b>Live Nation Entertainment, Inc.</b>(NYSE:LYV) and&nbsp;<b>Shake Shack Inc</b>(NYSE:SHAK) are all scheduled&nbsp;to report quarterly&nbsp;financial results this week.</p><p><blockquote><b>优步科技公司</b>（纽约证券交易所代码：UBER），<b>现场国家娱乐公司。</b>（纽约证券交易所代码：LYV）和<b>摇摇小屋公司</b>（纽约证券交易所股票代码：SHAK）均计划于本周公布季度财务业绩。</blockquote></p><p> <b>Josh Brown</b>, CEO ofRitholtz Wealth Management, told investors what to expect from the companies,&nbsp;Friday&nbsp;on CNBC's \"Fast Money Halftime Report.\"</p><p><blockquote><b>乔希·布朗</b>RitHoltz Wealth Management首席执行官周五在CNBC的“快钱半场报告”中告诉投资者对这些公司的期望。</blockquote></p><p> Brown owns stock in all three companies and plans to hold through earnings, he said.</p><p><blockquote>他说，布朗拥有这三家公司的股票，并计划通过盈利持有。</blockquote></p><p> <b>The one he is most concerned about is Uber,</b>Brown&nbsp;told CNBC. As COVID-19 variant concerns increase, the reopening could face setbacks. Such could impact Uber's guidance for its ride-hailing business, he said.</p><p><blockquote><b>他最关注的是Uber，</b>布朗告诉CNBC。随着对新冠肺炎变种的担忧增加，重新开放可能会面临挫折。他表示，这可能会影响优步对其网约车业务的指导。</blockquote></p><p> From a technical standpoint, the stock isn't in a decisive trend and shareholder confidence seems low, Brown noted.</p><p><blockquote>布朗指出，从技术角度来看，该股并未处于决定性趋势，股东信心似乎很低。</blockquote></p><p> <b>Live Nation isn't an earnings story.</b>&nbsp;Investors should pay attention to the guidance and projections for the second half of the year, Brown said.</p><p><blockquote><b>Live Nation不是一个盈利故事。</b>布朗表示，投资者应关注下半年的指引和预测。</blockquote></p><p> <b>Shake Shack is \"very bad at reporting earnings,\"</b>he said. \"The stock tends to sell off when they report. I don't think they have quite figured out how to communicate with Wall Street.\"</p><p><blockquote><b>Shake Shack“非常不擅长报告收益”，</b>他说。“当他们发布报告时，该股往往会遭到抛售。我认为他们还没有完全弄清楚如何与华尔街沟通。”</blockquote></p><p> Regardless, the stock has had a great year and the company is making big strides at improving mobile ordering and adding&nbsp;drive-thrus, Brown said.</p><p><blockquote>布朗表示，无论如何，该股今年表现出色，该公司在改善移动订购和增加得来速服务方面取得了长足进步。</blockquote></p><p> He told CNBC that he is a happy shareholder of Shake Shack and will wait and see what happens after it reports.</p><p><blockquote>他告诉CNBC，他是Shake Shack的快乐股东，并将拭目以待其报告后会发生什么。</blockquote></p><p> <b>Price Action:</b>At last check Friday, Uber was down 2.75% at $43.46, Live Nation was down 2.27% at $79.89&nbsp;and Shake Shack was down 1.81% at $100.54.</p><p><blockquote><b>价格走势：</b>截至周五最后一次检查，Uber下跌2.75%，至43.46美元，Live Nation下跌2.27%，至79.89美元，Shake Shack下跌1.81%，至100.54美元。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>What To Watch For When Uber, Live Nation And Shake Shack Report Earnings This Week<blockquote>Uber、Live Nation和Shake Shack本周公布收益时值得关注的内容</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; 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color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhat To Watch For When Uber, Live Nation And Shake Shack Report Earnings This Week<blockquote>Uber、Live Nation和Shake Shack本周公布收益时值得关注的内容</blockquote>\n</h2>\n<h4 class=\"meta\">\n<div class=\"head\" \">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time smaller\">2021-08-02 10:05</p>\n</div>\n</div>\n</h4>\n</header>\n<article>\n<p><b>Uber Technologies Inc</b>(NYSE:UBER),<b>Live Nation Entertainment, Inc.</b>(NYSE:LYV) and&nbsp;<b>Shake Shack Inc</b>(NYSE:SHAK) are all scheduled&nbsp;to report quarterly&nbsp;financial results this week.</p><p><blockquote><b>优步科技公司</b>（纽约证券交易所代码：UBER），<b>现场国家娱乐公司。</b>（纽约证券交易所代码：LYV）和<b>摇摇小屋公司</b>（纽约证券交易所股票代码：SHAK）均计划于本周公布季度财务业绩。</blockquote></p><p> <b>Josh Brown</b>, CEO ofRitholtz Wealth Management, told investors what to expect from the companies,&nbsp;Friday&nbsp;on CNBC's \"Fast Money Halftime Report.\"</p><p><blockquote><b>乔希·布朗</b>RitHoltz Wealth Management首席执行官周五在CNBC的“快钱半场报告”中告诉投资者对这些公司的期望。</blockquote></p><p> Brown owns stock in all three companies and plans to hold through earnings, he said.</p><p><blockquote>他说，布朗拥有这三家公司的股票，并计划通过盈利持有。</blockquote></p><p> <b>The one he is most concerned about is Uber,</b>Brown&nbsp;told CNBC. As COVID-19 variant concerns increase, the reopening could face setbacks. Such could impact Uber's guidance for its ride-hailing business, he said.</p><p><blockquote><b>他最关注的是Uber，</b>布朗告诉CNBC。随着对新冠肺炎变种的担忧增加，重新开放可能会面临挫折。他表示，这可能会影响优步对其网约车业务的指导。</blockquote></p><p> From a technical standpoint, the stock isn't in a decisive trend and shareholder confidence seems low, Brown noted.</p><p><blockquote>布朗指出，从技术角度来看，该股并未处于决定性趋势，股东信心似乎很低。</blockquote></p><p> <b>Live Nation isn't an earnings story.</b>&nbsp;Investors should pay attention to the guidance and projections for the second half of the year, Brown said.</p><p><blockquote><b>Live Nation不是一个盈利故事。</b>布朗表示，投资者应关注下半年的指引和预测。</blockquote></p><p> <b>Shake Shack is \"very bad at reporting earnings,\"</b>he said. \"The stock tends to sell off when they report. I don't think they have quite figured out how to communicate with Wall Street.\"</p><p><blockquote><b>Shake Shack“非常不擅长报告收益”，</b>他说。“当他们发布报告时，该股往往会遭到抛售。我认为他们还没有完全弄清楚如何与华尔街沟通。”</blockquote></p><p> Regardless, the stock has had a great year and the company is making big strides at improving mobile ordering and adding&nbsp;drive-thrus, Brown said.</p><p><blockquote>布朗表示，无论如何，该股今年表现出色，该公司在改善移动订购和增加得来速服务方面取得了长足进步。</blockquote></p><p> He told CNBC that he is a happy shareholder of Shake Shack and will wait and see what happens after it reports.</p><p><blockquote>他告诉CNBC，他是Shake Shack的快乐股东，并将拭目以待其报告后会发生什么。</blockquote></p><p> <b>Price Action:</b>At last check Friday, Uber was down 2.75% at $43.46, Live Nation was down 2.27% at $79.89&nbsp;and Shake Shack was down 1.81% at $100.54.</p><p><blockquote><b>价格走势：</b>截至周五最后一次检查，Uber下跌2.75%，至43.46美元，Live Nation下跌2.27%，至79.89美元，Shake Shack下跌1.81%，至100.54美元。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"UBER":"优步","LYV":"Live Nation Entertainment","SHAK":"Shake Shack Inc"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1133185410","content_text":"Uber Technologies Inc(NYSE:UBER),Live Nation Entertainment, Inc.(NYSE:LYV) and Shake Shack Inc(NYSE:SHAK) are all scheduled to report quarterly financial results this week.\nJosh Brown, CEO ofRitholtz Wealth Management, told investors what to expect from the companies, Friday on CNBC's \"Fast Money Halftime Report.\"\nBrown owns stock in all three companies and plans to hold through earnings, he said.\nThe one he is most concerned about is Uber,Brown told CNBC. As COVID-19 variant concerns increase, the reopening could face setbacks. Such could impact Uber's guidance for its ride-hailing business, he said.\nFrom a technical standpoint, the stock isn't in a decisive trend and shareholder confidence seems low, Brown noted.\nLive Nation isn't an earnings story. Investors should pay attention to the guidance and projections for the second half of the year, Brown said.\nShake Shack is \"very bad at reporting earnings,\"he said. \"The stock tends to sell off when they report. I don't think they have quite figured out how to communicate with Wall Street.\"\nRegardless, the stock has had a great year and the company is making big strides at improving mobile ordering and adding drive-thrus, Brown said.\nHe told CNBC that he is a happy shareholder of Shake Shack and will wait and see what happens after it reports.\nPrice Action:At last check Friday, Uber was down 2.75% at $43.46, Live Nation was down 2.27% at $79.89 and Shake Shack was down 1.81% at $100.54.","news_type":1,"symbols_score_info":{"LYV":0.9,"UBER":0.9,"SHAK":0.9}},"isVote":1,"tweetType":1,"viewCount":427,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":803606666,"gmtCreate":1627434406255,"gmtModify":1633765046520,"author":{"id":"4090231144855440","authorId":"4090231144855440","name":"NoobTrader9","avatar":"https://static.tigerbbs.com/1189e3845ff52d4631cf0acfddc9ae88","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090231144855440","idStr":"4090231144855440"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/803606666","repostId":"1184474316","repostType":4,"isVote":1,"tweetType":1,"viewCount":499,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":803608570,"gmtCreate":1627434378190,"gmtModify":1633765047227,"author":{"id":"4090231144855440","authorId":"4090231144855440","name":"NoobTrader9","avatar":"https://static.tigerbbs.com/1189e3845ff52d4631cf0acfddc9ae88","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090231144855440","idStr":"4090231144855440"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/803608570","repostId":"1155220013","repostType":4,"repost":{"id":"1155220013","kind":"news","pubTimestamp":1627426975,"share":"https://www.laohu8.com/m/news/1155220013?lang=zh_CN&edition=full","pubTime":"2021-07-28 07:02","market":"us","language":"en","title":"Microsoft scores record quarterly profit on cloud boost<blockquote>微软因云推动而创下季度利润纪录</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1155220013","media":"Reuters","summary":"(Reuters) -Microsoft Corp posted its most profitable quarter on Tuesday, beating Wall Street expecta","content":"<p>(Reuters) -Microsoft Corp posted its most profitable quarter on Tuesday, beating Wall Street expectations for revenue and earnings, as demand soared for the software giant’s cloud-based services.</p><p><blockquote>（路透社）-微软公司周二公布了有史以来最赚钱的一个季度，收入和盈利超出了华尔街的预期，因为对这家软件巨头基于云的服务的需求飙升。</blockquote></p><p> Its shares rose&nbsp;nearly 1% in after-hours trading, following the company’s year-to-date run of 30% that left investors with high expectations for the quarter.</p><p><blockquote>该公司股价在盘后交易中上涨近1%，此前该公司今年迄今已上涨30%，这让投资者对本季度抱有很高的期望。</blockquote></p><p> The pandemic-driven shift to remote work has boosted consumer appetite for cloud-based computing, helping companies including Microsoft, Amazon.com Inc’s cloud unit and Alphabet Inc’s Google Cloud.</p><p><blockquote>疫情推动的向远程工作的转变提振了消费者对基于云的计算的兴趣，帮助了微软、亚马逊公司的云部门和Alphabet公司的谷歌云等公司。</blockquote></p><p> Revenue in its “Intelligent Cloud” segment rose 30% to $17.4 billion, with 51% growth in its Azure cloud-computing business, in the fourth quarter ended June 30. Analysts had expected 43.1% growth in Azure, according to consensus data from Visible Alpha.</p><p><blockquote>截至6月30日的第四季度，其“智能云”部门的收入增长了30%，达到174亿美元，Azure云计算业务增长了51%。根据Visible Alpha的一致数据，分析师此前预计Azure将增长43.1%。</blockquote></p><p> “It’s a very impressive report from Microsoft with the company easily surpassing expectations on the performance of almost all business units,” said Haris Anwar, senior analyst at Investing.com.</p><p><blockquote>Investing.com高级分析师Haris Anwar表示：“微软发布的这份报告非常令人印象深刻，该公司几乎所有业务部门的业绩都轻松超出了预期。”</blockquote></p><p> He noted Azure’s growth and strong demand for the company’s legacy Office and software products.</p><p><blockquote>他注意到Azure的增长以及对该公司传统办公和软件产品的强劲需求。</blockquote></p><p> “That said, Microsoft’s stock has made a big run since the beginning of the pandemic, and is trading at rich multiples,” Anwar said. “After such a powerful rally, its shares may take a breather, especially when investors are still unclear how the demand scenario will evolve in the post-pandemic environment.”</p><p><blockquote>安华表示：“尽管如此，自疫情爆发以来，微软的股价大幅上涨，目前的市盈率很高。”“在如此强劲的反弹之后，其股价可能会喘口气，尤其是当投资者仍不清楚大流行后环境下需求情景将如何演变时。”</blockquote></p><p> Microsoft’s market capitalization stands at nearly $2.2 trillion, fueling concerns among some analysts that it may be overvalued. The stock has climbed nearly 30% so far this year, compared with 18% for the overall S&amp;P 500 Index, according to Refinitiv Eikon data based on Monday’s closing price.</p><p><blockquote>微软的市值接近2.2万亿美元，这加剧了一些分析师对其可能被高估的担忧。根据Refinitiv Eikon基于周一收盘价的数据，该股今年迄今已上涨近30%，而标普500整体指数的涨幅为18%。</blockquote></p><p> Revenue from personal computing, which includes Windows software and Xbox gaming consoles, rose 9% to $14.1 billion.</p><p><blockquote>包括Windows软件和Xbox游戏机在内的个人计算收入增长9%，达到141亿美元。</blockquote></p><p> But Xbox content and services revenue dipped, suggesting that a pandemic-fueled gaming boom is beginning to wane, said Paolo Pescatore, an analyst at PP Foresight. The company must strengthen its presence in the home to better compete with rivals, he added.</p><p><blockquote>但PP Foresight分析师Paolo Pescatore表示，Xbox内容和服务收入下降，表明大流行推动的游戏热潮开始消退。他补充说，该公司必须加强其在国内的影响力，以便更好地与竞争对手竞争。</blockquote></p><p> Some Microsoft hardware lines were affected by a shortage of components such as chips, said Kyle Vikstrom, director of Microsoft investor relations. Makers of cars to smartphones have grappled with an unprecedented chip shortage in recent quarters.</p><p><blockquote>微软投资者关系总监Kyle Vikstrom表示，一些微软硬件产品线受到芯片等零部件短缺的影响。最近几个季度，从汽车到智能手机的制造商都在努力应对前所未有的芯片短缺问题。</blockquote></p><p> “We are seeing supply chain constraints that are impacting Windows OEM and Surface ... and also impacting Xbox consoles,” she said.</p><p><blockquote>“我们看到供应链限制正在影响Windows OEM和Surface……也影响Xbox游戏机，”她说。</blockquote></p><p> The chip shortage could also be contributing to Microsoft’s dip in Xbox content and services revenue, as constrained hardware sales lead to a weaker performance in services, said Daniel Ives of Wedbush Securities.</p><p><blockquote>Wedbush Securities的Daniel Ives表示，芯片短缺也可能导致微软Xbox内容和服务收入下降，因为硬件销售受限导致服务表现疲软。</blockquote></p><p> “If there’s any lagging part of Microsoft, it’s the consumer piece,” he said. “I think that continues to be a work in progress.”</p><p><blockquote>“如果说微软有任何落后的部分，那就是消费者部分，”他说。“我认为这仍然是一项正在进行的工作。”</blockquote></p><p> Revenue rose 21% to $46.2 billion, beating analysts’ consensus estimate of $44.24 billion, according to IBES data from Refinitiv. The company reported earnings of $2.17 per share, above the consensus estimate of $1.92.</p><p><blockquote>根据Refinitiv的IBES数据，收入增长21%至462亿美元，超过分析师普遍预期的442.4亿美元。该公司报告每股收益为2.17美元，高于市场普遍预期的1.92美元。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Microsoft scores record quarterly profit on cloud boost<blockquote>微软因云推动而创下季度利润纪录</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\">\nMicrosoft scores record quarterly profit on cloud boost<blockquote>微软因云推动而创下季度利润纪录</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Reuters</strong><span class=\"h-time small\">2021-07-28 07:02</span>\n</p>\n</h4>\n</header>\n<article>\n<p>(Reuters) -Microsoft Corp posted its most profitable quarter on Tuesday, beating Wall Street expectations for revenue and earnings, as demand soared for the software giant’s cloud-based services.</p><p><blockquote>（路透社）-微软公司周二公布了有史以来最赚钱的一个季度，收入和盈利超出了华尔街的预期，因为对这家软件巨头基于云的服务的需求飙升。</blockquote></p><p> Its shares rose&nbsp;nearly 1% in after-hours trading, following the company’s year-to-date run of 30% that left investors with high expectations for the quarter.</p><p><blockquote>该公司股价在盘后交易中上涨近1%，此前该公司今年迄今已上涨30%，这让投资者对本季度抱有很高的期望。</blockquote></p><p> The pandemic-driven shift to remote work has boosted consumer appetite for cloud-based computing, helping companies including Microsoft, Amazon.com Inc’s cloud unit and Alphabet Inc’s Google Cloud.</p><p><blockquote>疫情推动的向远程工作的转变提振了消费者对基于云的计算的兴趣，帮助了微软、亚马逊公司的云部门和Alphabet公司的谷歌云等公司。</blockquote></p><p> Revenue in its “Intelligent Cloud” segment rose 30% to $17.4 billion, with 51% growth in its Azure cloud-computing business, in the fourth quarter ended June 30. Analysts had expected 43.1% growth in Azure, according to consensus data from Visible Alpha.</p><p><blockquote>截至6月30日的第四季度，其“智能云”部门的收入增长了30%，达到174亿美元，Azure云计算业务增长了51%。根据Visible Alpha的一致数据，分析师此前预计Azure将增长43.1%。</blockquote></p><p> “It’s a very impressive report from Microsoft with the company easily surpassing expectations on the performance of almost all business units,” said Haris Anwar, senior analyst at Investing.com.</p><p><blockquote>Investing.com高级分析师Haris Anwar表示：“微软发布的这份报告非常令人印象深刻，该公司几乎所有业务部门的业绩都轻松超出了预期。”</blockquote></p><p> He noted Azure’s growth and strong demand for the company’s legacy Office and software products.</p><p><blockquote>他注意到Azure的增长以及对该公司传统办公和软件产品的强劲需求。</blockquote></p><p> “That said, Microsoft’s stock has made a big run since the beginning of the pandemic, and is trading at rich multiples,” Anwar said. “After such a powerful rally, its shares may take a breather, especially when investors are still unclear how the demand scenario will evolve in the post-pandemic environment.”</p><p><blockquote>安华表示：“尽管如此，自疫情爆发以来，微软的股价大幅上涨，目前的市盈率很高。”“在如此强劲的反弹之后，其股价可能会喘口气，尤其是当投资者仍不清楚大流行后环境下需求情景将如何演变时。”</blockquote></p><p> Microsoft’s market capitalization stands at nearly $2.2 trillion, fueling concerns among some analysts that it may be overvalued. The stock has climbed nearly 30% so far this year, compared with 18% for the overall S&amp;P 500 Index, according to Refinitiv Eikon data based on Monday’s closing price.</p><p><blockquote>微软的市值接近2.2万亿美元，这加剧了一些分析师对其可能被高估的担忧。根据Refinitiv Eikon基于周一收盘价的数据，该股今年迄今已上涨近30%，而标普500整体指数的涨幅为18%。</blockquote></p><p> Revenue from personal computing, which includes Windows software and Xbox gaming consoles, rose 9% to $14.1 billion.</p><p><blockquote>包括Windows软件和Xbox游戏机在内的个人计算收入增长9%，达到141亿美元。</blockquote></p><p> But Xbox content and services revenue dipped, suggesting that a pandemic-fueled gaming boom is beginning to wane, said Paolo Pescatore, an analyst at PP Foresight. The company must strengthen its presence in the home to better compete with rivals, he added.</p><p><blockquote>但PP Foresight分析师Paolo Pescatore表示，Xbox内容和服务收入下降，表明大流行推动的游戏热潮开始消退。他补充说，该公司必须加强其在国内的影响力，以便更好地与竞争对手竞争。</blockquote></p><p> Some Microsoft hardware lines were affected by a shortage of components such as chips, said Kyle Vikstrom, director of Microsoft investor relations. Makers of cars to smartphones have grappled with an unprecedented chip shortage in recent quarters.</p><p><blockquote>微软投资者关系总监Kyle Vikstrom表示，一些微软硬件产品线受到芯片等零部件短缺的影响。最近几个季度，从汽车到智能手机的制造商都在努力应对前所未有的芯片短缺问题。</blockquote></p><p> “We are seeing supply chain constraints that are impacting Windows OEM and Surface ... and also impacting Xbox consoles,” she said.</p><p><blockquote>“我们看到供应链限制正在影响Windows OEM和Surface……也影响Xbox游戏机，”她说。</blockquote></p><p> The chip shortage could also be contributing to Microsoft’s dip in Xbox content and services revenue, as constrained hardware sales lead to a weaker performance in services, said Daniel Ives of Wedbush Securities.</p><p><blockquote>Wedbush Securities的Daniel Ives表示，芯片短缺也可能导致微软Xbox内容和服务收入下降，因为硬件销售受限导致服务表现疲软。</blockquote></p><p> “If there’s any lagging part of Microsoft, it’s the consumer piece,” he said. “I think that continues to be a work in progress.”</p><p><blockquote>“如果说微软有任何落后的部分，那就是消费者部分，”他说。“我认为这仍然是一项正在进行的工作。”</blockquote></p><p> Revenue rose 21% to $46.2 billion, beating analysts’ consensus estimate of $44.24 billion, according to IBES data from Refinitiv. The company reported earnings of $2.17 per share, above the consensus estimate of $1.92.</p><p><blockquote>根据Refinitiv的IBES数据，收入增长21%至462亿美元，超过分析师普遍预期的442.4亿美元。该公司报告每股收益为2.17美元，高于市场普遍预期的1.92美元。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.reuters.com/article/microsoft-results/update-3-microsoft-scores-record-quarterly-profit-on-cloud-boost-idUSL4N2P33TQ\">Reuters</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":{"MSFT":"微软"},"source_url":"https://www.reuters.com/article/microsoft-results/update-3-microsoft-scores-record-quarterly-profit-on-cloud-boost-idUSL4N2P33TQ","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1155220013","content_text":"(Reuters) -Microsoft Corp posted its most profitable quarter on Tuesday, beating Wall Street expectations for revenue and earnings, as demand soared for the software giant’s cloud-based services.\nIts shares rose nearly 1% in after-hours trading, following the company’s year-to-date run of 30% that left investors with high expectations for the quarter.\nThe pandemic-driven shift to remote work has boosted consumer appetite for cloud-based computing, helping companies including Microsoft, Amazon.com Inc’s cloud unit and Alphabet Inc’s Google Cloud.\nRevenue in its “Intelligent Cloud” segment rose 30% to $17.4 billion, with 51% growth in its Azure cloud-computing business, in the fourth quarter ended June 30. Analysts had expected 43.1% growth in Azure, according to consensus data from Visible Alpha.\n“It’s a very impressive report from Microsoft with the company easily surpassing expectations on the performance of almost all business units,” said Haris Anwar, senior analyst at Investing.com.\nHe noted Azure’s growth and strong demand for the company’s legacy Office and software products.\n“That said, Microsoft’s stock has made a big run since the beginning of the pandemic, and is trading at rich multiples,” Anwar said. “After such a powerful rally, its shares may take a breather, especially when investors are still unclear how the demand scenario will evolve in the post-pandemic environment.”\nMicrosoft’s market capitalization stands at nearly $2.2 trillion, fueling concerns among some analysts that it may be overvalued. The stock has climbed nearly 30% so far this year, compared with 18% for the overall S&P 500 Index, according to Refinitiv Eikon data based on Monday’s closing price.\nRevenue from personal computing, which includes Windows software and Xbox gaming consoles, rose 9% to $14.1 billion.\nBut Xbox content and services revenue dipped, suggesting that a pandemic-fueled gaming boom is beginning to wane, said Paolo Pescatore, an analyst at PP Foresight. The company must strengthen its presence in the home to better compete with rivals, he added.\nSome Microsoft hardware lines were affected by a shortage of components such as chips, said Kyle Vikstrom, director of Microsoft investor relations. Makers of cars to smartphones have grappled with an unprecedented chip shortage in recent quarters.\n“We are seeing supply chain constraints that are impacting Windows OEM and Surface ... and also impacting Xbox consoles,” she said.\nThe chip shortage could also be contributing to Microsoft’s dip in Xbox content and services revenue, as constrained hardware sales lead to a weaker performance in services, said Daniel Ives of Wedbush Securities.\n“If there’s any lagging part of Microsoft, it’s the consumer piece,” he said. “I think that continues to be a work in progress.”\nRevenue rose 21% to $46.2 billion, beating analysts’ consensus estimate of $44.24 billion, according to IBES data from Refinitiv. The company reported earnings of $2.17 per share, above the consensus estimate of $1.92.","news_type":1,"symbols_score_info":{"MSFT":0.9}},"isVote":1,"tweetType":1,"viewCount":553,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":899963130,"gmtCreate":1628152427620,"gmtModify":1633753119313,"author":{"id":"4090231144855440","authorId":"4090231144855440","name":"NoobTrader9","avatar":"https://static.tigerbbs.com/1189e3845ff52d4631cf0acfddc9ae88","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090231144855440","idStr":"4090231144855440"},"themes":[],"htmlText":"Okokokok","listText":"Okokokok","text":"Okokokok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/899963130","repostId":"2157438810","repostType":4,"isVote":1,"tweetType":1,"viewCount":1874,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":803606942,"gmtCreate":1627434392186,"gmtModify":1633765047005,"author":{"id":"4090231144855440","authorId":"4090231144855440","name":"NoobTrader9","avatar":"https://static.tigerbbs.com/1189e3845ff52d4631cf0acfddc9ae88","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090231144855440","idStr":"4090231144855440"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/803606942","repostId":"1180374779","repostType":4,"repost":{"id":"1180374779","kind":"news","pubTimestamp":1627429671,"share":"https://www.laohu8.com/m/news/1180374779?lang=zh_CN&edition=full","pubTime":"2021-07-28 07:47","market":"us","language":"en","title":"Starbucks forecasts steamy sales despite pressure in China<blockquote>尽管在中国面临压力，星巴克仍预测销售强劲</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1180374779","media":"Reuters","summary":"Starbucks Corp forecast fourth-quarter sales above Wall Street estimates on Tuesday despite headwind","content":"<p>Starbucks Corp&nbsp;forecast fourth-quarter sales above Wall Street estimates on Tuesday despite headwinds in China as travel restrictions related to COVID-19 loom longer than expected.</p><p><blockquote>星巴克公司周二预测第四季度销售额将高于华尔街预期，尽管中国因与COVID-19相关的旅行限制持续时间比预期更长而面临阻力。</blockquote></p><p> The coffee chain forecast comparable sales for its current quarter to grow 18% to 21%, expecting strength in the Americas. Analysts on average expect growth of 17.5%, according to IBES data from Refinitiv.</p><p><blockquote>该咖啡连锁店预计本季度可比销售额将增长18%至21%，预计美洲市场将强劲。根据Refinitiv的IBES数据，分析师平均预期增长率为17.5%。</blockquote></p><p> But the Delta variant of the coronavirus has triggered a surge of new COVID-19 cases and the reinstatement of mask rules in some places.</p><p><blockquote>但冠状病毒的德尔塔变异毒株引发了新的COVID-19病例激增，并在一些地方恢复了口罩规定。</blockquote></p><p> The United States said on Monday that it will not lift existing travel restrictions.</p><p><blockquote>美国周一表示，不会取消现有的旅行限制。</blockquote></p><p> In the third quarter ended June 27, sales rose 19% in China - Starbucks' biggest growth market - despite a resurgence of COVID-19 in the south, Belinda Wong, chief executive officer of Starbucks China, said on a call with analysts.</p><p><blockquote>星巴克中国首席执行官Belinda Wong在与分析师的看涨期权上表示，截至6月27日的第三季度，尽管COVID-19在南方卷土重来，但星巴克最大的增长市场中国的销售额仍增长了19%。</blockquote></p><p> Starbucks lowered its fiscal 2021 forecast for China sales growth to 18-20% from 27-32%, and it dropped its international sales forecast to 15-17% from 25-30%.</p><p><blockquote>星巴克将2021财年中国销售增长预期从27-32%下调至18-20%，并将国际销售预期从25-30%下调至15-17%。</blockquote></p><p> The company's previous guidance for China had \"assumed a shorter time frame for the lifting of travel restrictions and also less of the uncertainties that we have faced in the market,\" Wong said of the revision.</p><p><blockquote>黄在谈到此次修订时表示，该公司之前对中国的指导“假设取消旅行限制的时间框架更短，并且我们在市场上面临的不确定性也更少”。</blockquote></p><p> The volatility is \"only temporary\" and the company is on track to add more than 600 net new stores in China this fiscal year, she said.</p><p><blockquote>她表示，这种波动“只是暂时的”，该公司本财年有望在中国净增加600多家新店。</blockquote></p><p> Shares fell 3.3% in extended trading.</p><p><blockquote>盘后交易中股价下跌3.3%。</blockquote></p><p> In the United States, the easing of COVID-19 restrictions on travel and restaurant capacity, as well as reopening of some offices have boosted sales at Starbucks and other big U.S. restaurants, including Chipotle Mexican Grill(CMG.N)and Domino's Pizza(DPZ.N).</p><p><blockquote>在美国，新冠肺炎放松了对旅行和餐厅容量的限制，以及一些办事处的重新开放，提振了星巴克和其他美国大型餐厅的销售，包括Chipotle Mexican Grill（CMG）。N）和达美乐披萨（DPZ.N）。</blockquote></p><p> Starbucks' U.S. quarterly sales soared 83% over the previous year - in part as urban areas recovered with people returning to businesses - and 10% above pre-pandemic levels two years ago.</p><p><blockquote>星巴克在美国的季度销售额比上一年飙升了83%——部分原因是城市地区随着人们重返企业而复苏——比两年前大流行前的水平高出10%。</blockquote></p><p> Those results helped lift global sales 73% compared to estimates of 69.4% growth.</p><p><blockquote>这些业绩帮助全球销售额增长了73%，而预期增长了69.4%。</blockquote></p><p> The company has also been pushing its digital business - its rewards program grew 48% to 24.2 million members - and new beverages, including three flavors of ready-to-drink coffee.</p><p><blockquote>该公司还一直在推动其数字业务——其奖励计划增长了48%，达到2420万会员——以及新饮料，包括三种口味的即饮咖啡。</blockquote></p><p> Its cold drinks also grew to 74% of beverage sales in the quarter.</p><p><blockquote>本季度其冷饮占饮料销售额的比例也增长至74%。</blockquote></p><p> Excluding certain items, Starbucks earned $1.01 per share, compared with a loss of 46 cents a year earlier. That exceeded analysts' estimates of 78 cents a share.</p><p><blockquote>不包括某些项目，星巴克每股盈利1.01美元，而去年同期亏损46美分。这超出了分析师每股78美分的预期。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Starbucks forecasts steamy sales despite pressure in China<blockquote>尽管在中国面临压力，星巴克仍预测销售强劲</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\">\nStarbucks forecasts steamy sales despite pressure in China<blockquote>尽管在中国面临压力，星巴克仍预测销售强劲</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Reuters</strong><span class=\"h-time small\">2021-07-28 07:47</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Starbucks Corp&nbsp;forecast fourth-quarter sales above Wall Street estimates on Tuesday despite headwinds in China as travel restrictions related to COVID-19 loom longer than expected.</p><p><blockquote>星巴克公司周二预测第四季度销售额将高于华尔街预期，尽管中国因与COVID-19相关的旅行限制持续时间比预期更长而面临阻力。</blockquote></p><p> The coffee chain forecast comparable sales for its current quarter to grow 18% to 21%, expecting strength in the Americas. Analysts on average expect growth of 17.5%, according to IBES data from Refinitiv.</p><p><blockquote>该咖啡连锁店预计本季度可比销售额将增长18%至21%，预计美洲市场将强劲。根据Refinitiv的IBES数据，分析师平均预期增长率为17.5%。</blockquote></p><p> But the Delta variant of the coronavirus has triggered a surge of new COVID-19 cases and the reinstatement of mask rules in some places.</p><p><blockquote>但冠状病毒的德尔塔变异毒株引发了新的COVID-19病例激增，并在一些地方恢复了口罩规定。</blockquote></p><p> The United States said on Monday that it will not lift existing travel restrictions.</p><p><blockquote>美国周一表示，不会取消现有的旅行限制。</blockquote></p><p> In the third quarter ended June 27, sales rose 19% in China - Starbucks' biggest growth market - despite a resurgence of COVID-19 in the south, Belinda Wong, chief executive officer of Starbucks China, said on a call with analysts.</p><p><blockquote>星巴克中国首席执行官Belinda Wong在与分析师的看涨期权上表示，截至6月27日的第三季度，尽管COVID-19在南方卷土重来，但星巴克最大的增长市场中国的销售额仍增长了19%。</blockquote></p><p> Starbucks lowered its fiscal 2021 forecast for China sales growth to 18-20% from 27-32%, and it dropped its international sales forecast to 15-17% from 25-30%.</p><p><blockquote>星巴克将2021财年中国销售增长预期从27-32%下调至18-20%，并将国际销售预期从25-30%下调至15-17%。</blockquote></p><p> The company's previous guidance for China had \"assumed a shorter time frame for the lifting of travel restrictions and also less of the uncertainties that we have faced in the market,\" Wong said of the revision.</p><p><blockquote>黄在谈到此次修订时表示，该公司之前对中国的指导“假设取消旅行限制的时间框架更短，并且我们在市场上面临的不确定性也更少”。</blockquote></p><p> The volatility is \"only temporary\" and the company is on track to add more than 600 net new stores in China this fiscal year, she said.</p><p><blockquote>她表示，这种波动“只是暂时的”，该公司本财年有望在中国净增加600多家新店。</blockquote></p><p> Shares fell 3.3% in extended trading.</p><p><blockquote>盘后交易中股价下跌3.3%。</blockquote></p><p> In the United States, the easing of COVID-19 restrictions on travel and restaurant capacity, as well as reopening of some offices have boosted sales at Starbucks and other big U.S. restaurants, including Chipotle Mexican Grill(CMG.N)and Domino's Pizza(DPZ.N).</p><p><blockquote>在美国，新冠肺炎放松了对旅行和餐厅容量的限制，以及一些办事处的重新开放，提振了星巴克和其他美国大型餐厅的销售，包括Chipotle Mexican Grill（CMG）。N）和达美乐披萨（DPZ.N）。</blockquote></p><p> Starbucks' U.S. quarterly sales soared 83% over the previous year - in part as urban areas recovered with people returning to businesses - and 10% above pre-pandemic levels two years ago.</p><p><blockquote>星巴克在美国的季度销售额比上一年飙升了83%——部分原因是城市地区随着人们重返企业而复苏——比两年前大流行前的水平高出10%。</blockquote></p><p> Those results helped lift global sales 73% compared to estimates of 69.4% growth.</p><p><blockquote>这些业绩帮助全球销售额增长了73%，而预期增长了69.4%。</blockquote></p><p> The company has also been pushing its digital business - its rewards program grew 48% to 24.2 million members - and new beverages, including three flavors of ready-to-drink coffee.</p><p><blockquote>该公司还一直在推动其数字业务——其奖励计划增长了48%，达到2420万会员——以及新饮料，包括三种口味的即饮咖啡。</blockquote></p><p> Its cold drinks also grew to 74% of beverage sales in the quarter.</p><p><blockquote>本季度其冷饮占饮料销售额的比例也增长至74%。</blockquote></p><p> Excluding certain items, Starbucks earned $1.01 per share, compared with a loss of 46 cents a year earlier. That exceeded analysts' estimates of 78 cents a share.</p><p><blockquote>不包括某些项目，星巴克每股盈利1.01美元，而去年同期亏损46美分。这超出了分析师每股78美分的预期。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.reuters.com/business/starbucks-delivers-steaming-results-customers-return-stores-2021-07-27/\">Reuters</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":{"SBUX":"星巴克"},"source_url":"https://www.reuters.com/business/starbucks-delivers-steaming-results-customers-return-stores-2021-07-27/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1180374779","content_text":"Starbucks Corp forecast fourth-quarter sales above Wall Street estimates on Tuesday despite headwinds in China as travel restrictions related to COVID-19 loom longer than expected.\nThe coffee chain forecast comparable sales for its current quarter to grow 18% to 21%, expecting strength in the Americas. Analysts on average expect growth of 17.5%, according to IBES data from Refinitiv.\nBut the Delta variant of the coronavirus has triggered a surge of new COVID-19 cases and the reinstatement of mask rules in some places.\nThe United States said on Monday that it will not lift existing travel restrictions.\nIn the third quarter ended June 27, sales rose 19% in China - Starbucks' biggest growth market - despite a resurgence of COVID-19 in the south, Belinda Wong, chief executive officer of Starbucks China, said on a call with analysts.\nStarbucks lowered its fiscal 2021 forecast for China sales growth to 18-20% from 27-32%, and it dropped its international sales forecast to 15-17% from 25-30%.\nThe company's previous guidance for China had \"assumed a shorter time frame for the lifting of travel restrictions and also less of the uncertainties that we have faced in the market,\" Wong said of the revision.\nThe volatility is \"only temporary\" and the company is on track to add more than 600 net new stores in China this fiscal year, she said.\nShares fell 3.3% in extended trading.\nIn the United States, the easing of COVID-19 restrictions on travel and restaurant capacity, as well as reopening of some offices have boosted sales at Starbucks and other big U.S. restaurants, including Chipotle Mexican Grill(CMG.N)and Domino's Pizza(DPZ.N).\nStarbucks' U.S. quarterly sales soared 83% over the previous year - in part as urban areas recovered with people returning to businesses - and 10% above pre-pandemic levels two years ago.\nThose results helped lift global sales 73% compared to estimates of 69.4% growth.\nThe company has also been pushing its digital business - its rewards program grew 48% to 24.2 million members - and new beverages, including three flavors of ready-to-drink coffee.\nIts cold drinks also grew to 74% of beverage sales in the quarter.\nExcluding certain items, Starbucks earned $1.01 per share, compared with a loss of 46 cents a year earlier. That exceeded analysts' estimates of 78 cents a share.","news_type":1,"symbols_score_info":{"SBUX":0.9}},"isVote":1,"tweetType":1,"viewCount":435,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":809113860,"gmtCreate":1627351902650,"gmtModify":1633765821453,"author":{"id":"4090231144855440","authorId":"4090231144855440","name":"NoobTrader9","avatar":"https://static.tigerbbs.com/1189e3845ff52d4631cf0acfddc9ae88","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090231144855440","idStr":"4090231144855440"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/809113860","repostId":"1102983589","repostType":4,"repost":{"id":"1102983589","kind":"news","pubTimestamp":1627349230,"share":"https://www.laohu8.com/m/news/1102983589?lang=zh_CN&edition=full","pubTime":"2021-07-27 09:27","market":"us","language":"en","title":"CD&R Seeks Equity Partners for Improved Morrison Offer<blockquote>CD&amp;R寻求股权合作伙伴以提高莫里森的报价</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1102983589","media":"Bloomberg","summary":"(Bloomberg) -- Clayton Dubilier & Rice is speaking with potential equity partners as it prepares an ","content":"<p>(Bloomberg) -- Clayton Dubilier &amp; Rice is speaking with potential equity partners as it prepares an improved offer for British grocery chain Wm Morrison Supermarkets Plc, people with knowledge of the matter said.</p><p><blockquote>（彭博社）-知情人士称，Clayton Dubilier&amp;Rice正在与潜在的股权合作伙伴进行谈判，准备对英国杂货连锁店Wm Morrison Supermarkets Plc提出更好的报价。</blockquote></p><p> The buyout firm is in discussions to team up with some of the investors in its funds -- known as limited partners -- on a fresh bid, the people said. CD&amp;R is considering making an increased offer as soon as the coming days, according to the people, who asked not to be identified because the information is private.</p><p><blockquote>知情人士称，该收购公司正在讨论与其基金的一些投资者（即有限合伙人）合作进行新的收购。据知情人士透露，CD&amp;R正在考虑在未来几天内尽快提高报价。由于信息是私人的，这些人士要求匿名。</blockquote></p><p> Private equity firms often partner with a large pension manager or sovereign wealth fund on major acquisitions to reduce the amount of capital they have to commit themselves. Under British takeover rules, CD&amp;R has until Aug. 9 to decide whether to make a rival bid for the supermarket chain.</p><p><blockquote>私募股权公司经常与大型养老金管理公司或主权财富基金合作进行重大收购，以减少他们必须投入的资本金额。根据英国收购规则，CD&amp;R必须在8月9日之前决定是否对这家连锁超市进行竞争。</blockquote></p><p> Morrison has already accepted a 6.3 billion-pound ($8.7 billion) proposal from Fortress Investment Group. Earlier this month, investment firm Apollo Global Management Inc. said it was in talks to join the Fortress bid and wouldn’t make a separate offer for Britain’s fourth-largest grocer.</p><p><blockquote>莫里森已经接受了堡垒投资集团63亿英镑（87亿美元）的提议。本月早些时候，投资公司阿波罗全球管理公司(Apollo Global Management Inc.)表示，正在就加入Fortress的竞购进行谈判，并且不会单独收购这家英国第四大杂货商。</blockquote></p><p> BNP Paribas SA has joined Goldman Sachs Group Inc. and JPMorgan Chase &amp; Co. as an adviser to CD&amp;R and will help provide financing for the potential acquisition, the people said. Deliberations are ongoing, and there’s no certainty CD&amp;R will submit a new proposal, according to the people.</p><p><blockquote>知情人士称，法国巴黎银行已加入高盛集团和摩根大通，担任CD&amp;R顾问，并将帮助为潜在收购提供融资。据知情人士透露，审议正在进行中，不确定CD&amp;R是否会提交新的提案。</blockquote></p><p> Representatives for CD&amp;R, Morrison and BNP Paribas declined to comment.</p><p><blockquote>CD&amp;R、Morrison和法国巴黎银行的代表拒绝置评。</blockquote></p><p></p>","source":"lsy1612507957220","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>CD&R Seeks Equity Partners for Improved Morrison Offer<blockquote>CD&amp;R寻求股权合作伙伴以提高莫里森的报价</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\">\nCD&R Seeks Equity Partners for Improved Morrison Offer<blockquote>CD&amp;R寻求股权合作伙伴以提高莫里森的报价</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Bloomberg</strong><span class=\"h-time small\">2021-07-27 09:27</span>\n</p>\n</h4>\n</header>\n<article>\n<p>(Bloomberg) -- Clayton Dubilier &amp; Rice is speaking with potential equity partners as it prepares an improved offer for British grocery chain Wm Morrison Supermarkets Plc, people with knowledge of the matter said.</p><p><blockquote>（彭博社）-知情人士称，Clayton Dubilier&amp;Rice正在与潜在的股权合作伙伴进行谈判，准备对英国杂货连锁店Wm Morrison Supermarkets Plc提出更好的报价。</blockquote></p><p> The buyout firm is in discussions to team up with some of the investors in its funds -- known as limited partners -- on a fresh bid, the people said. CD&amp;R is considering making an increased offer as soon as the coming days, according to the people, who asked not to be identified because the information is private.</p><p><blockquote>知情人士称，该收购公司正在讨论与其基金的一些投资者（即有限合伙人）合作进行新的收购。据知情人士透露，CD&amp;R正在考虑在未来几天内尽快提高报价。由于信息是私人的，这些人士要求匿名。</blockquote></p><p> Private equity firms often partner with a large pension manager or sovereign wealth fund on major acquisitions to reduce the amount of capital they have to commit themselves. Under British takeover rules, CD&amp;R has until Aug. 9 to decide whether to make a rival bid for the supermarket chain.</p><p><blockquote>私募股权公司经常与大型养老金管理公司或主权财富基金合作进行重大收购，以减少他们必须投入的资本金额。根据英国收购规则，CD&amp;R必须在8月9日之前决定是否对这家连锁超市进行竞争。</blockquote></p><p> Morrison has already accepted a 6.3 billion-pound ($8.7 billion) proposal from Fortress Investment Group. Earlier this month, investment firm Apollo Global Management Inc. said it was in talks to join the Fortress bid and wouldn’t make a separate offer for Britain’s fourth-largest grocer.</p><p><blockquote>莫里森已经接受了堡垒投资集团63亿英镑（87亿美元）的提议。本月早些时候，投资公司阿波罗全球管理公司(Apollo Global Management Inc.)表示，正在就加入Fortress的竞购进行谈判，并且不会单独收购这家英国第四大杂货商。</blockquote></p><p> BNP Paribas SA has joined Goldman Sachs Group Inc. and JPMorgan Chase &amp; Co. as an adviser to CD&amp;R and will help provide financing for the potential acquisition, the people said. Deliberations are ongoing, and there’s no certainty CD&amp;R will submit a new proposal, according to the people.</p><p><blockquote>知情人士称，法国巴黎银行已加入高盛集团和摩根大通，担任CD&amp;R顾问，并将帮助为潜在收购提供融资。据知情人士透露，审议正在进行中，不确定CD&amp;R是否会提交新的提案。</blockquote></p><p> Representatives for CD&amp;R, Morrison and BNP Paribas declined to comment.</p><p><blockquote>CD&amp;R、Morrison和法国巴黎银行的代表拒绝置评。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://finance.yahoo.com/news/cd-r-seeks-equity-partners-170313043.html\">Bloomberg</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":{"MRWSF":"WM Morrison Supermarkets Plc."},"source_url":"https://finance.yahoo.com/news/cd-r-seeks-equity-partners-170313043.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1102983589","content_text":"(Bloomberg) -- Clayton Dubilier & Rice is speaking with potential equity partners as it prepares an improved offer for British grocery chain Wm Morrison Supermarkets Plc, people with knowledge of the matter said.\nThe buyout firm is in discussions to team up with some of the investors in its funds -- known as limited partners -- on a fresh bid, the people said. CD&R is considering making an increased offer as soon as the coming days, according to the people, who asked not to be identified because the information is private.\nPrivate equity firms often partner with a large pension manager or sovereign wealth fund on major acquisitions to reduce the amount of capital they have to commit themselves. Under British takeover rules, CD&R has until Aug. 9 to decide whether to make a rival bid for the supermarket chain.\nMorrison has already accepted a 6.3 billion-pound ($8.7 billion) proposal from Fortress Investment Group. Earlier this month, investment firm Apollo Global Management Inc. said it was in talks to join the Fortress bid and wouldn’t make a separate offer for Britain’s fourth-largest grocer.\nBNP Paribas SA has joined Goldman Sachs Group Inc. and JPMorgan Chase & Co. as an adviser to CD&R and will help provide financing for the potential acquisition, the people said. Deliberations are ongoing, and there’s no certainty CD&R will submit a new proposal, according to the people.\nRepresentatives for CD&R, Morrison and BNP Paribas declined to comment.","news_type":1,"symbols_score_info":{"MRWSF":0.9}},"isVote":1,"tweetType":1,"viewCount":496,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":804642618,"gmtCreate":1627955858434,"gmtModify":1633754915057,"author":{"id":"4090231144855440","authorId":"4090231144855440","name":"NoobTrader9","avatar":"https://static.tigerbbs.com/1189e3845ff52d4631cf0acfddc9ae88","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090231144855440","idStr":"4090231144855440"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/804642618","repostId":"1171705978","repostType":4,"isVote":1,"tweetType":1,"viewCount":1801,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":853326985,"gmtCreate":1634775249920,"gmtModify":1634775250031,"author":{"id":"4090231144855440","authorId":"4090231144855440","name":"NoobTrader9","avatar":"https://static.tigerbbs.com/1189e3845ff52d4631cf0acfddc9ae88","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090231144855440","idStr":"4090231144855440"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/853326985","repostId":"2177434692","repostType":2,"isVote":1,"tweetType":1,"viewCount":1877,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":863893484,"gmtCreate":1632370539748,"gmtModify":1632800844584,"author":{"id":"4090231144855440","authorId":"4090231144855440","name":"NoobTrader9","avatar":"https://static.tigerbbs.com/1189e3845ff52d4631cf0acfddc9ae88","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090231144855440","idStr":"4090231144855440"},"themes":[],"htmlText":"Sad","listText":"Sad","text":"Sad","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/863893484","repostId":"1184329376","repostType":4,"isVote":1,"tweetType":1,"viewCount":1644,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":817011340,"gmtCreate":1630890423580,"gmtModify":1632905328160,"author":{"id":"4090231144855440","authorId":"4090231144855440","name":"NoobTrader9","avatar":"https://static.tigerbbs.com/1189e3845ff52d4631cf0acfddc9ae88","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090231144855440","idStr":"4090231144855440"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/817011340","repostId":"1171143957","repostType":2,"isVote":1,"tweetType":1,"viewCount":1654,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":804617723,"gmtCreate":1627953904462,"gmtModify":1633754950367,"author":{"id":"4090231144855440","authorId":"4090231144855440","name":"NoobTrader9","avatar":"https://static.tigerbbs.com/1189e3845ff52d4631cf0acfddc9ae88","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090231144855440","idStr":"4090231144855440"},"themes":[],"htmlText":"Great","listText":"Great","text":"Great","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/804617723","repostId":"1196431673","repostType":4,"isVote":1,"tweetType":1,"viewCount":1126,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":804615452,"gmtCreate":1627953808576,"gmtModify":1633754951775,"author":{"id":"4090231144855440","authorId":"4090231144855440","name":"NoobTrader9","avatar":"https://static.tigerbbs.com/1189e3845ff52d4631cf0acfddc9ae88","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090231144855440","idStr":"4090231144855440"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/804615452","repostId":"1150341827","repostType":4,"isVote":1,"tweetType":1,"viewCount":1518,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":803601298,"gmtCreate":1627434351814,"gmtModify":1633765048255,"author":{"id":"4090231144855440","authorId":"4090231144855440","name":"NoobTrader9","avatar":"https://static.tigerbbs.com/1189e3845ff52d4631cf0acfddc9ae88","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090231144855440","idStr":"4090231144855440"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/803601298","repostId":"1148712151","repostType":4,"isVote":1,"tweetType":1,"viewCount":454,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":174455813,"gmtCreate":1627131320832,"gmtModify":1633767742460,"author":{"id":"4090231144855440","authorId":"4090231144855440","name":"NoobTrader9","avatar":"https://static.tigerbbs.com/1189e3845ff52d4631cf0acfddc9ae88","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090231144855440","idStr":"4090231144855440"},"themes":[],"htmlText":"Cool","listText":"Cool","text":"Cool","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/174455813","repostId":"2153938547","repostType":4,"repost":{"id":"2153938547","kind":"highlight","pubTimestamp":1627085070,"share":"https://www.laohu8.com/m/news/2153938547?lang=zh_CN&edition=full","pubTime":"2021-07-24 08:04","market":"us","language":"en","title":"What will Apple say about the next iPhone at earnings time? Maybe more than usual<blockquote>苹果在财报发布时会对下一代iPhone说些什么？也许比平时多</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2153938547","media":"MarketWatch","summary":"Apple earnings preview: Recent lack of quarterly forecasts could lead executives to divulge a few mo","content":"<p>Apple earnings preview: Recent lack of quarterly forecasts could lead executives to divulge a few more hints about the next iPhone release when discussing results Tuesday afternoon</p><p><blockquote>苹果财报预览：最近缺乏季度预测可能会导致高管在周二下午讨论业绩时透露更多有关下一次iPhone发布的暗示</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1694f71fa4dec194ef63e28ffc75776f\" tg-width=\"700\" tg-height=\"495\" width=\"100%\" height=\"auto\"><span>Heavy promotions in the wireless industry likely benefited Apple's business during the June quarter.</span></p><p><blockquote><p class=\"t-img-caption\"><span>无线行业的大力促销可能使苹果在第二季度的业务受益。</span></p></blockquote></p><p> The pandemic may add a wrinkle to the guessing game that normally accompanies Apple Inc.'s June-quarter conference call.</p><p><blockquote>这场大流行可能会给通常伴随苹果公司六月季度电话会议的猜谜游戏增添一丝皱纹。</blockquote></p><p> Typically the most important tidbit coming out of fiscal third-quarter earnings, which Apple <a href=\"https://laohu8.com/S/AAPL\">$(AAPL)$</a> is scheduled to report Tuesday afternoon, is the company's outlook and commentary around its September-quarter revenue, which can hold clues as to what the company expects in the early days of its next smartphone launch. A strong forecast may imply that the company intends to make its new lineup available during the waning days of its fiscal year, while weaker guidance could suggest the launch will be pushed in to the calendar fourth quarter.</p><p><blockquote>通常最重要的花絮来自第三财季收益，苹果<a href=\"https://laohu8.com/S/AAPL\">$(AAPL)$</a>定于周二下午公布该公司对9月份季度收入的展望和评论，这可以为该公司在下一款智能手机发布初期的预期提供线索。强劲的预测可能意味着该公司打算在本财年的最后几天推出新产品线，而较弱的指引可能表明推出将推迟到第四季度。</blockquote></p><p> The problem this time around is that Apple has held off on issuing a formal outlook for more than a year amid the pandemic, and it remains unclear when or if the company will resume the practice. Apple has instead been offering \"directional insights\" to offer some indication of how its results could stack up to those of prior quarters, but it has been notoriously tight-lipped about plans for iPhone launches.</p><p><blockquote>这一次的问题是，苹果在疫情期间推迟发布正式展望一年多，目前尚不清楚该公司何时或是否会恢复这种做法。相反，苹果一直在提供“方向性见解”，以表明其业绩与前几个季度的业绩相比如何，但众所周知，它对iPhone发布计划守口如瓶。</blockquote></p><p> \"We expect the timing of iPhone 13 availability will ultimately prove to be the swing factor in [the fiscal fourth quarter], thus we anticipate the company will provide more granular directional commentary,\" wrote Monness, Crespi, Hardt &amp; Co. analyst Brian White.</p><p><blockquote>Monness、Crespi、Hardt&amp;Co.分析师Brian写道：“我们预计iPhone 13的上市时间最终将成为[第四财季]的摇摆因素，因此我们预计该公司将提供更精细的方向性评论。”怀特。</blockquote></p><p> The coming launch is of keen interest given that the current lineup has performed well. \"The iPhone 12 cycle has been strong but we believe the next two cycles may prove challenging with units potentially down [year over year] in FY22 and FY23,\" wrote Barclays analyst Tim Long.</p><p><blockquote>鉴于目前的阵容表现良好，即将推出的产品令人非常感兴趣。Barclays分析师Tim Long写道：“iPhone 12周期一直很强劲，但我们认为接下来的两个周期可能会充满挑战，2022财年和2023财年的销量可能会同比下降。”</blockquote></p><p> The June quarter that Apple will report Tuesday is traditionally a slower <a href=\"https://laohu8.com/S/AONE.U\">one</a>, as consumers wait for the next iPhone launch, but the company is still expected to deliver big growth in its smartphone business. Not only does the company have the benefit of easy comparisons to the early days of the pandemic, but it should also be reaping the rewards of an unusually promotional wireless industry.</p><p><blockquote>苹果将于周二公布的六月季度数据传统上较慢<a href=\"https://laohu8.com/S/AONE.U\">一</a>随着消费者等待下一款iPhone的发布，但该公司仍有望实现智能手机业务的大幅增长。该公司不仅可以轻松地与疫情早期进行比较，而且还应该从异常促销的无线行业中获得回报。</blockquote></p><p> <b>What to watch for</b></p><p><blockquote><b>注意什么</b></blockquote></p><p> <b>Earnings:</b> Analysts tracked by FactSet expect Apple to post $1.01 in earnings per share, up from 65 cents a year earlier. According to Estimize, which crowdsources projections from hedge funds, academics, and others, the average expectation is for $1.16 a share in EPS.</p><p><blockquote><b>收益：</b>FactSet追踪的分析师预计苹果每股收益为1.01美元，高于去年同期的65美分。根据Estimize（对冲基金、学者和其他人的众包预测）的数据，平均预期每股收益为1.16美元。</blockquote></p><p> <b>Revenue: </b>The FactSet consensus calls for $73.26 billion in overall revenue, up from $59.69 billion a year prior. On Estimize, the average estimate is for $77.38 billion.</p><p><blockquote><b>收入：</b>FactSet一致认为评级的总收入为732.6亿美元，高于一年前的596.9亿美元。根据Estimize，平均估计为773.8亿美元。</blockquote></p><p> On a segment level, analysts surveyed by FactSet project $34.19 billion in iPhone revenue, $7.17 billion in iPad revenue, $7.86 billion in Mac revenue, $16.26 billion in services revenue, and $7.83 billion in revenue for the wearables, home, and accessories category.</p><p><blockquote>在细分市场层面，FactSet调查的分析师预计iPhone收入为341.9亿美元，iPad收入为71.7亿美元，Mac收入为78.6亿美元，服务收入为162.6亿美元，可穿戴设备、家居和配件类别的收入为78.3亿美元。</blockquote></p><p> <b>Stock movement: </b>Apple shares have fallen after four of the past five earnings reports, though the stock is up 60% over the past 12 months as the Dow Jones Industrial Average has increased 32%.</p><p><blockquote><b>股票变动：</b>苹果股价在过去五份财报中的四份后下跌，尽管该股在过去12个月内上涨了60%，道琼斯工业平均指数上涨了32%。</blockquote></p><p> Of the 44 analysts tracked by FactSet who cover Apple's stock, 33 have buy ratings, nine have hold ratings and two have sell ratings, with an average price target of $157.88.</p><p><blockquote>FactSet追踪的44名研究苹果股票的分析师中，33名给予买入评级，9名给予持有评级，2名给予卖出评级，平均目标价为157.88美元。</blockquote></p><p> <b>What else to watch for</b></p><p><blockquote><b>还有什么值得注意的</b></blockquote></p><p> Apple's iPhone business is set up for its second-largest rate of growth in at least three years, behind only what was seen in the previous quarter. Analysts tracked by FactSet are calling for $34.2 billion in iPhone revenue, up 29.4% from a year earlier.</p><p><blockquote>苹果的iPhone业务有望实现至少三年来的第二大增长率，仅次于上一季度。FactSet追踪的分析师预计iPhone营收为342亿美元，同比增长29.4%。</blockquote></p><p> Some encouraging signals came from Verizon Communications Inc. <a href=\"https://laohu8.com/S/VZ\">$(VZ)$</a>, which recently ran a big iPhone promotion as it sought to match discounts at rival AT&amp;T Inc. <a href=\"https://laohu8.com/S/T\">$(T)$</a></p><p><blockquote>威瑞森通信公司发出了一些令人鼓舞的信号。<a href=\"https://laohu8.com/S/VZ\">$(VZ)$</a>该公司最近进行了一次大规模的iPhone促销活动，试图与竞争对手AT&amp;T Inc.的折扣相匹配。<a href=\"https://laohu8.com/S/T\">$(T)$</a></blockquote></p><p> \"Momentum built throughout the quarter, and we timed our promotions to take full advantage of the economic recovery and increased customer activity,\" Verizon Chief Financial Officer Matthew Ellis said on his company's earnings call. About 20% of Verizon's consumer base is now using 5G-enabled phones .</p><p><blockquote>Verizon首席财务官Matthew Ellis在公司财报看涨期权上表示：“整个季度势头强劲，我们安排了促销活动，以充分利用经济复苏和客户活动增加的机会。”威瑞森大约20%的消费者现在使用支持5G的手机。</blockquote></p><p> Raymond James analyst Chris Caso noted that the quantity of upgrades might not even be the most important factor, as his analysis of iPhone carrier deals from last year found that they can be helpful in driving a greater \"mix\" of more expensive devices.</p><p><blockquote>Raymond James分析师Chris Caso指出，升级的数量甚至可能不是最重要的因素，因为他对去年iPhone运营商交易的分析发现，它们可能有助于推动更昂贵设备的更大“组合”。</blockquote></p><p></p><p> \"Consumers appear to have been willing to pay the few dollars per month to upgrade to higher-end models, if the base model was offered for free,\" he wrote, based on analyzing last year's subsidies.</p><p><blockquote>“如果免费提供基本型号，消费者似乎愿意每月支付几美元升级到更高端型号，”他在分析去年补贴的基础上写道。</blockquote></p><p> UBS analyst David Vogt is also feeling upbeat about the business heading into the fiscal third-quarter report, pointing to positive signs in the telecommunications industry like the \"aggressive promotions\" and improving retail traffic at wireless stores.</p><p><blockquote>瑞银分析师David Vogt也对进入第三财季报告的业务感到乐观，他指出电信行业出现了积极迹象，例如“积极的促销活动”和无线商店零售流量的改善。</blockquote></p><p> But he notes that demand may not be the big issue for Apple, as the company's overall upside is \"gated\" due to supply constraints plaguing the broader electronics industry and beyond. Apple addressed these issues on its earnings call, projecting a $3 billion to $4 billion negative revenue impact in the June quarter that was mainly expected to affect the Mac and iPad businesses.</p><p><blockquote>但他指出，需求对苹果来说可能不是大问题，因为由于供应限制困扰更广泛的电子行业及其他行业，该公司的整体上涨空间受到“限制”。苹果在其收益看涨期权中解决了这些问题，预计6月份季度的负面收入影响将达到30亿至40亿美元，预计主要影响Mac和iPad业务。</blockquote></p><p> Another key narrative is how those two segments held up more generally given a return to more normalized activities outside the home. Apple's Macs and iPads were popular purchases among those needing new hardware to power remote working and schooling, but analysts will be looking to see whether the personal-computer boom is sustainable.</p><p><blockquote>另一个关键的叙述是，考虑到家庭以外更正常的活动，这两个部分如何更普遍地保持下去。苹果的Mac和iPad在那些需要新硬件来支持远程工作和学校教育的人中很受欢迎，但分析师将关注个人电脑的繁荣是否可持续。</blockquote></p><p> \"While Apple will have to contend with lapping very difficult pandemic comparisons in the [June quarter] and for several quarters thereafter, we see several near-term tailwinds from both categories,\" wrote CFRA analyst Angelo Zino. \"We see corporate upgrades on the enterprise level becoming a bigger contributor to demand as the economy fully reopens across the globe.\"</p><p><blockquote>CFRA分析师安吉洛·齐诺(Angelo Zino)写道：“虽然苹果将不得不在[6月季度]及其后的几个季度应对非常困难的流行病比较，但我们看到这两个类别的近期有利因素。”“我们看到，随着全球经济全面重新开放，企业层面的企业升级将成为需求的更大贡献者。”</blockquote></p><p> The coming results will also be the first gauge on demand for Apple's new colorful iMac lineup and powerful iPad Pro , both of which rolled out in the spring and feature the company's custom M1 chip.</p><p><blockquote>即将发布的结果也将是苹果新的丰富多彩的iMac系列和功能强大的iPad Pro的第一个需求指标，这两款产品都是在春季推出的，并采用了该公司定制的M1芯片。</blockquote></p><p></p>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>What will Apple say about the next iPhone at earnings time? Maybe more than usual<blockquote>苹果在财报发布时会对下一代iPhone说些什么？也许比平时多</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\">\nWhat will Apple say about the next iPhone at earnings time? Maybe more than usual<blockquote>苹果在财报发布时会对下一代iPhone说些什么？也许比平时多</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">MarketWatch</strong><span class=\"h-time small\">2021-07-24 08:04</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Apple earnings preview: Recent lack of quarterly forecasts could lead executives to divulge a few more hints about the next iPhone release when discussing results Tuesday afternoon</p><p><blockquote>苹果财报预览：最近缺乏季度预测可能会导致高管在周二下午讨论业绩时透露更多有关下一次iPhone发布的暗示</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1694f71fa4dec194ef63e28ffc75776f\" tg-width=\"700\" tg-height=\"495\" width=\"100%\" height=\"auto\"><span>Heavy promotions in the wireless industry likely benefited Apple's business during the June quarter.</span></p><p><blockquote><p class=\"t-img-caption\"><span>无线行业的大力促销可能使苹果在第二季度的业务受益。</span></p></blockquote></p><p> The pandemic may add a wrinkle to the guessing game that normally accompanies Apple Inc.'s June-quarter conference call.</p><p><blockquote>这场大流行可能会给通常伴随苹果公司六月季度电话会议的猜谜游戏增添一丝皱纹。</blockquote></p><p> Typically the most important tidbit coming out of fiscal third-quarter earnings, which Apple <a href=\"https://laohu8.com/S/AAPL\">$(AAPL)$</a> is scheduled to report Tuesday afternoon, is the company's outlook and commentary around its September-quarter revenue, which can hold clues as to what the company expects in the early days of its next smartphone launch. A strong forecast may imply that the company intends to make its new lineup available during the waning days of its fiscal year, while weaker guidance could suggest the launch will be pushed in to the calendar fourth quarter.</p><p><blockquote>通常最重要的花絮来自第三财季收益，苹果<a href=\"https://laohu8.com/S/AAPL\">$(AAPL)$</a>定于周二下午公布该公司对9月份季度收入的展望和评论，这可以为该公司在下一款智能手机发布初期的预期提供线索。强劲的预测可能意味着该公司打算在本财年的最后几天推出新产品线，而较弱的指引可能表明推出将推迟到第四季度。</blockquote></p><p> The problem this time around is that Apple has held off on issuing a formal outlook for more than a year amid the pandemic, and it remains unclear when or if the company will resume the practice. Apple has instead been offering \"directional insights\" to offer some indication of how its results could stack up to those of prior quarters, but it has been notoriously tight-lipped about plans for iPhone launches.</p><p><blockquote>这一次的问题是，苹果在疫情期间推迟发布正式展望一年多，目前尚不清楚该公司何时或是否会恢复这种做法。相反，苹果一直在提供“方向性见解”，以表明其业绩与前几个季度的业绩相比如何，但众所周知，它对iPhone发布计划守口如瓶。</blockquote></p><p> \"We expect the timing of iPhone 13 availability will ultimately prove to be the swing factor in [the fiscal fourth quarter], thus we anticipate the company will provide more granular directional commentary,\" wrote Monness, Crespi, Hardt &amp; Co. analyst Brian White.</p><p><blockquote>Monness、Crespi、Hardt&amp;Co.分析师Brian写道：“我们预计iPhone 13的上市时间最终将成为[第四财季]的摇摆因素，因此我们预计该公司将提供更精细的方向性评论。”怀特。</blockquote></p><p> The coming launch is of keen interest given that the current lineup has performed well. \"The iPhone 12 cycle has been strong but we believe the next two cycles may prove challenging with units potentially down [year over year] in FY22 and FY23,\" wrote Barclays analyst Tim Long.</p><p><blockquote>鉴于目前的阵容表现良好，即将推出的产品令人非常感兴趣。Barclays分析师Tim Long写道：“iPhone 12周期一直很强劲，但我们认为接下来的两个周期可能会充满挑战，2022财年和2023财年的销量可能会同比下降。”</blockquote></p><p> The June quarter that Apple will report Tuesday is traditionally a slower <a href=\"https://laohu8.com/S/AONE.U\">one</a>, as consumers wait for the next iPhone launch, but the company is still expected to deliver big growth in its smartphone business. Not only does the company have the benefit of easy comparisons to the early days of the pandemic, but it should also be reaping the rewards of an unusually promotional wireless industry.</p><p><blockquote>苹果将于周二公布的六月季度数据传统上较慢<a href=\"https://laohu8.com/S/AONE.U\">一</a>随着消费者等待下一款iPhone的发布，但该公司仍有望实现智能手机业务的大幅增长。该公司不仅可以轻松地与疫情早期进行比较，而且还应该从异常促销的无线行业中获得回报。</blockquote></p><p> <b>What to watch for</b></p><p><blockquote><b>注意什么</b></blockquote></p><p> <b>Earnings:</b> Analysts tracked by FactSet expect Apple to post $1.01 in earnings per share, up from 65 cents a year earlier. According to Estimize, which crowdsources projections from hedge funds, academics, and others, the average expectation is for $1.16 a share in EPS.</p><p><blockquote><b>收益：</b>FactSet追踪的分析师预计苹果每股收益为1.01美元，高于去年同期的65美分。根据Estimize（对冲基金、学者和其他人的众包预测）的数据，平均预期每股收益为1.16美元。</blockquote></p><p> <b>Revenue: </b>The FactSet consensus calls for $73.26 billion in overall revenue, up from $59.69 billion a year prior. On Estimize, the average estimate is for $77.38 billion.</p><p><blockquote><b>收入：</b>FactSet一致认为评级的总收入为732.6亿美元，高于一年前的596.9亿美元。根据Estimize，平均估计为773.8亿美元。</blockquote></p><p> On a segment level, analysts surveyed by FactSet project $34.19 billion in iPhone revenue, $7.17 billion in iPad revenue, $7.86 billion in Mac revenue, $16.26 billion in services revenue, and $7.83 billion in revenue for the wearables, home, and accessories category.</p><p><blockquote>在细分市场层面，FactSet调查的分析师预计iPhone收入为341.9亿美元，iPad收入为71.7亿美元，Mac收入为78.6亿美元，服务收入为162.6亿美元，可穿戴设备、家居和配件类别的收入为78.3亿美元。</blockquote></p><p> <b>Stock movement: </b>Apple shares have fallen after four of the past five earnings reports, though the stock is up 60% over the past 12 months as the Dow Jones Industrial Average has increased 32%.</p><p><blockquote><b>股票变动：</b>苹果股价在过去五份财报中的四份后下跌，尽管该股在过去12个月内上涨了60%，道琼斯工业平均指数上涨了32%。</blockquote></p><p> Of the 44 analysts tracked by FactSet who cover Apple's stock, 33 have buy ratings, nine have hold ratings and two have sell ratings, with an average price target of $157.88.</p><p><blockquote>FactSet追踪的44名研究苹果股票的分析师中，33名给予买入评级，9名给予持有评级，2名给予卖出评级，平均目标价为157.88美元。</blockquote></p><p> <b>What else to watch for</b></p><p><blockquote><b>还有什么值得注意的</b></blockquote></p><p> Apple's iPhone business is set up for its second-largest rate of growth in at least three years, behind only what was seen in the previous quarter. Analysts tracked by FactSet are calling for $34.2 billion in iPhone revenue, up 29.4% from a year earlier.</p><p><blockquote>苹果的iPhone业务有望实现至少三年来的第二大增长率，仅次于上一季度。FactSet追踪的分析师预计iPhone营收为342亿美元，同比增长29.4%。</blockquote></p><p> Some encouraging signals came from Verizon Communications Inc. <a href=\"https://laohu8.com/S/VZ\">$(VZ)$</a>, which recently ran a big iPhone promotion as it sought to match discounts at rival AT&amp;T Inc. <a href=\"https://laohu8.com/S/T\">$(T)$</a></p><p><blockquote>威瑞森通信公司发出了一些令人鼓舞的信号。<a href=\"https://laohu8.com/S/VZ\">$(VZ)$</a>该公司最近进行了一次大规模的iPhone促销活动，试图与竞争对手AT&amp;T Inc.的折扣相匹配。<a href=\"https://laohu8.com/S/T\">$(T)$</a></blockquote></p><p> \"Momentum built throughout the quarter, and we timed our promotions to take full advantage of the economic recovery and increased customer activity,\" Verizon Chief Financial Officer Matthew Ellis said on his company's earnings call. About 20% of Verizon's consumer base is now using 5G-enabled phones .</p><p><blockquote>Verizon首席财务官Matthew Ellis在公司财报看涨期权上表示：“整个季度势头强劲，我们安排了促销活动，以充分利用经济复苏和客户活动增加的机会。”威瑞森大约20%的消费者现在使用支持5G的手机。</blockquote></p><p> Raymond James analyst Chris Caso noted that the quantity of upgrades might not even be the most important factor, as his analysis of iPhone carrier deals from last year found that they can be helpful in driving a greater \"mix\" of more expensive devices.</p><p><blockquote>Raymond James分析师Chris Caso指出，升级的数量甚至可能不是最重要的因素，因为他对去年iPhone运营商交易的分析发现，它们可能有助于推动更昂贵设备的更大“组合”。</blockquote></p><p></p><p> \"Consumers appear to have been willing to pay the few dollars per month to upgrade to higher-end models, if the base model was offered for free,\" he wrote, based on analyzing last year's subsidies.</p><p><blockquote>“如果免费提供基本型号，消费者似乎愿意每月支付几美元升级到更高端型号，”他在分析去年补贴的基础上写道。</blockquote></p><p> UBS analyst David Vogt is also feeling upbeat about the business heading into the fiscal third-quarter report, pointing to positive signs in the telecommunications industry like the \"aggressive promotions\" and improving retail traffic at wireless stores.</p><p><blockquote>瑞银分析师David Vogt也对进入第三财季报告的业务感到乐观，他指出电信行业出现了积极迹象，例如“积极的促销活动”和无线商店零售流量的改善。</blockquote></p><p> But he notes that demand may not be the big issue for Apple, as the company's overall upside is \"gated\" due to supply constraints plaguing the broader electronics industry and beyond. Apple addressed these issues on its earnings call, projecting a $3 billion to $4 billion negative revenue impact in the June quarter that was mainly expected to affect the Mac and iPad businesses.</p><p><blockquote>但他指出，需求对苹果来说可能不是大问题，因为由于供应限制困扰更广泛的电子行业及其他行业，该公司的整体上涨空间受到“限制”。苹果在其收益看涨期权中解决了这些问题，预计6月份季度的负面收入影响将达到30亿至40亿美元，预计主要影响Mac和iPad业务。</blockquote></p><p> Another key narrative is how those two segments held up more generally given a return to more normalized activities outside the home. Apple's Macs and iPads were popular purchases among those needing new hardware to power remote working and schooling, but analysts will be looking to see whether the personal-computer boom is sustainable.</p><p><blockquote>另一个关键的叙述是，考虑到家庭以外更正常的活动，这两个部分如何更普遍地保持下去。苹果的Mac和iPad在那些需要新硬件来支持远程工作和学校教育的人中很受欢迎，但分析师将关注个人电脑的繁荣是否可持续。</blockquote></p><p> \"While Apple will have to contend with lapping very difficult pandemic comparisons in the [June quarter] and for several quarters thereafter, we see several near-term tailwinds from both categories,\" wrote CFRA analyst Angelo Zino. \"We see corporate upgrades on the enterprise level becoming a bigger contributor to demand as the economy fully reopens across the globe.\"</p><p><blockquote>CFRA分析师安吉洛·齐诺(Angelo Zino)写道：“虽然苹果将不得不在[6月季度]及其后的几个季度应对非常困难的流行病比较，但我们看到这两个类别的近期有利因素。”“我们看到，随着全球经济全面重新开放，企业层面的企业升级将成为需求的更大贡献者。”</blockquote></p><p> The coming results will also be the first gauge on demand for Apple's new colorful iMac lineup and powerful iPad Pro , both of which rolled out in the spring and feature the company's custom M1 chip.</p><p><blockquote>即将发布的结果也将是苹果新的丰富多彩的iMac系列和功能强大的iPad Pro的第一个需求指标，这两款产品都是在春季推出的，并采用了该公司定制的M1芯片。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.marketwatch.com/story/what-will-apple-say-about-the-next-iphone-at-earnings-time-maybe-more-than-usual-11627077819?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":{"AAPL":"苹果"},"source_url":"https://www.marketwatch.com/story/what-will-apple-say-about-the-next-iphone-at-earnings-time-maybe-more-than-usual-11627077819?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2153938547","content_text":"Apple earnings preview: Recent lack of quarterly forecasts could lead executives to divulge a few more hints about the next iPhone release when discussing results Tuesday afternoon\nHeavy promotions in the wireless industry likely benefited Apple's business during the June quarter.\nThe pandemic may add a wrinkle to the guessing game that normally accompanies Apple Inc.'s June-quarter conference call.\nTypically the most important tidbit coming out of fiscal third-quarter earnings, which Apple $(AAPL)$ is scheduled to report Tuesday afternoon, is the company's outlook and commentary around its September-quarter revenue, which can hold clues as to what the company expects in the early days of its next smartphone launch. A strong forecast may imply that the company intends to make its new lineup available during the waning days of its fiscal year, while weaker guidance could suggest the launch will be pushed in to the calendar fourth quarter.\nThe problem this time around is that Apple has held off on issuing a formal outlook for more than a year amid the pandemic, and it remains unclear when or if the company will resume the practice. Apple has instead been offering \"directional insights\" to offer some indication of how its results could stack up to those of prior quarters, but it has been notoriously tight-lipped about plans for iPhone launches.\n\"We expect the timing of iPhone 13 availability will ultimately prove to be the swing factor in [the fiscal fourth quarter], thus we anticipate the company will provide more granular directional commentary,\" wrote Monness, Crespi, Hardt & Co. analyst Brian White.\nThe coming launch is of keen interest given that the current lineup has performed well. \"The iPhone 12 cycle has been strong but we believe the next two cycles may prove challenging with units potentially down [year over year] in FY22 and FY23,\" wrote Barclays analyst Tim Long.\nThe June quarter that Apple will report Tuesday is traditionally a slower one, as consumers wait for the next iPhone launch, but the company is still expected to deliver big growth in its smartphone business. Not only does the company have the benefit of easy comparisons to the early days of the pandemic, but it should also be reaping the rewards of an unusually promotional wireless industry.\nWhat to watch for\nEarnings: Analysts tracked by FactSet expect Apple to post $1.01 in earnings per share, up from 65 cents a year earlier. According to Estimize, which crowdsources projections from hedge funds, academics, and others, the average expectation is for $1.16 a share in EPS.\nRevenue: The FactSet consensus calls for $73.26 billion in overall revenue, up from $59.69 billion a year prior. On Estimize, the average estimate is for $77.38 billion.\nOn a segment level, analysts surveyed by FactSet project $34.19 billion in iPhone revenue, $7.17 billion in iPad revenue, $7.86 billion in Mac revenue, $16.26 billion in services revenue, and $7.83 billion in revenue for the wearables, home, and accessories category.\nStock movement: Apple shares have fallen after four of the past five earnings reports, though the stock is up 60% over the past 12 months as the Dow Jones Industrial Average has increased 32%.\nOf the 44 analysts tracked by FactSet who cover Apple's stock, 33 have buy ratings, nine have hold ratings and two have sell ratings, with an average price target of $157.88.\nWhat else to watch for\nApple's iPhone business is set up for its second-largest rate of growth in at least three years, behind only what was seen in the previous quarter. Analysts tracked by FactSet are calling for $34.2 billion in iPhone revenue, up 29.4% from a year earlier.\nSome encouraging signals came from Verizon Communications Inc. $(VZ)$, which recently ran a big iPhone promotion as it sought to match discounts at rival AT&T Inc. $(T)$\n\"Momentum built throughout the quarter, and we timed our promotions to take full advantage of the economic recovery and increased customer activity,\" Verizon Chief Financial Officer Matthew Ellis said on his company's earnings call. About 20% of Verizon's consumer base is now using 5G-enabled phones .\nRaymond James analyst Chris Caso noted that the quantity of upgrades might not even be the most important factor, as his analysis of iPhone carrier deals from last year found that they can be helpful in driving a greater \"mix\" of more expensive devices.\n\"Consumers appear to have been willing to pay the few dollars per month to upgrade to higher-end models, if the base model was offered for free,\" he wrote, based on analyzing last year's subsidies.\nUBS analyst David Vogt is also feeling upbeat about the business heading into the fiscal third-quarter report, pointing to positive signs in the telecommunications industry like the \"aggressive promotions\" and improving retail traffic at wireless stores.\nBut he notes that demand may not be the big issue for Apple, as the company's overall upside is \"gated\" due to supply constraints plaguing the broader electronics industry and beyond. Apple addressed these issues on its earnings call, projecting a $3 billion to $4 billion negative revenue impact in the June quarter that was mainly expected to affect the Mac and iPad businesses.\nAnother key narrative is how those two segments held up more generally given a return to more normalized activities outside the home. Apple's Macs and iPads were popular purchases among those needing new hardware to power remote working and schooling, but analysts will be looking to see whether the personal-computer boom is sustainable.\n\"While Apple will have to contend with lapping very difficult pandemic comparisons in the [June quarter] and for several quarters thereafter, we see several near-term tailwinds from both categories,\" wrote CFRA analyst Angelo Zino. \"We see corporate upgrades on the enterprise level becoming a bigger contributor to demand as the economy fully reopens across the globe.\"\nThe coming results will also be the first gauge on demand for Apple's new colorful iMac lineup and powerful iPad Pro , both of which rolled out in the spring and feature the company's custom M1 chip.","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":526,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}