+关注
KelKel
暂无个人介绍
IP属地:未知
6
关注
5
粉丝
0
主题
0
勋章
主贴
热门
KelKel
2022-01-25
[惊讶]
抱歉,原内容已删除
KelKel
2022-01-21
much to learn
抱歉,原内容已删除
KelKel
2021-12-19
insights
抱歉,原内容已删除
KelKel
2021-12-15
join???
抱歉,原内容已删除
KelKel
2021-12-15
insightful!
Why Microsoft Stock Dropped<blockquote>微软股价为何下跌</blockquote>
KelKel
2021-11-29
dropping dropping cos of new strain again..... when will this end?
Continued Selling Pressure Expected For Singapore Shares<blockquote>新加坡股市预计将面临持续抛售压力</blockquote>
KelKel
2021-11-22
so i wait?
抱歉,原内容已删除
KelKel
2021-11-18
$Cohu(COHU)$
please continue to rise
KelKel
2021-11-15
biggest regret i didnt enter at 200+
Nvidia Earnings: What to Watch on Wednesday<blockquote>英伟达财报:周三看点</blockquote>
KelKel
2021-11-10
hmmm wonder if i shld?
抱歉,原内容已删除
KelKel
2021-11-10
wow
抱歉,原内容已删除
KelKel
2021-11-09
$Cohu(COHU)$
Please let me continue feeling that i made the right choice. go go go!!!
KelKel
2021-11-08
wow exciting month
抱歉,原内容已删除
KelKel
2021-11-05
$Intel(INTC)$
🙏🙏🙏
KelKel
2021-10-28
😁1st start
KelKel
2021-10-28
yeay to microsoft!!
抱歉,原内容已删除
KelKel
2021-10-21
cloud is definitely the future
Investing in the Cloud: Consider Cloudflare and Digital Ocean<blockquote>投资云:考虑Cloudflare和Digital Ocean</blockquote>
去老虎APP查看更多动态
{"i18n":{"language":"zh_CN"},"userPageInfo":{"id":"4096803383946370","uuid":"4096803383946370","gmtCreate":1633700978515,"gmtModify":1634794021213,"name":"KelKel","pinyin":"kelkel","introduction":"","introductionEn":"","signature":"","avatar":"https://static.tigerbbs.com/85866d92193bff7f58f01aa429f9698a","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":5,"headSize":6,"tweetSize":17,"questionSize":0,"limitLevel":999,"accountStatus":4,"level":{"id":2,"name":"无畏虎","nameTw":"無畏虎","represent":"初生牛犊","factor":"发布3条非转发主帖,1条获得他人回复或点赞","iconColor":"3C9E83","bgColor":"A2F1D9"},"themeCounts":0,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":0,"symbols":null,"coverImage":null,"realNameVerified":null,"userBadges":[{"badgeId":"35ec162348d5460f88c959321e554969-1","templateUuid":"35ec162348d5460f88c959321e554969","name":"精英交易员","description":"证券或期货账户累计交易次数达到30次","bigImgUrl":"https://static.tigerbbs.com/ab0f87127c854ce3191a752d57b46edc","smallImgUrl":"https://static.tigerbbs.com/c9835ce48b8c8743566d344ac7a7ba8c","grayImgUrl":"https://static.tigerbbs.com/76754b53ce7a90019f132c1d2fbc698f","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.01.02","exceedPercentage":"60.37%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100},{"badgeId":"976c19eed35f4cd78f17501c2e99ef37-1","templateUuid":"976c19eed35f4cd78f17501c2e99ef37","name":"博闻投资者","description":"累计交易超过10只正股","bigImgUrl":"https://static.tigerbbs.com/e74cc24115c4fbae6154ec1b1041bf47","smallImgUrl":"https://static.tigerbbs.com/d48265cbfd97c57f9048db29f22227b0","grayImgUrl":"https://static.tigerbbs.com/76c6d6898b073c77e1c537ebe9ac1c57","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2022.04.15","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1102},{"badgeId":"518b5610c3e8410da5cfad115e4b0f5a-1","templateUuid":"518b5610c3e8410da5cfad115e4b0f5a","name":"实盘交易者","description":"完成一笔实盘交易","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.28","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100}],"userBadgeCount":3,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":11,"crmLevelSwitch":0,"location":"未知","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":0,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"post","tweets":[{"id":639014501,"gmtCreate":1643081921137,"gmtModify":1643081921274,"author":{"id":"4096803383946370","authorId":"4096803383946370","name":"KelKel","avatar":"https://static.tigerbbs.com/85866d92193bff7f58f01aa429f9698a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4096803383946370","authorIdStr":"4096803383946370"},"themes":[],"htmlText":"[惊讶] ","listText":"[惊讶] ","text":"[惊讶]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/639014501","repostId":"1120802662","repostType":2,"isVote":1,"tweetType":1,"viewCount":2161,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":630153341,"gmtCreate":1642749875548,"gmtModify":1642749875678,"author":{"id":"4096803383946370","authorId":"4096803383946370","name":"KelKel","avatar":"https://static.tigerbbs.com/85866d92193bff7f58f01aa429f9698a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4096803383946370","authorIdStr":"4096803383946370"},"themes":[],"htmlText":"much to learn","listText":"much to learn","text":"much to learn","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/630153341","repostId":"2205090257","repostType":2,"isVote":1,"tweetType":1,"viewCount":2217,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":699799121,"gmtCreate":1639888249171,"gmtModify":1639888249283,"author":{"id":"4096803383946370","authorId":"4096803383946370","name":"KelKel","avatar":"https://static.tigerbbs.com/85866d92193bff7f58f01aa429f9698a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4096803383946370","authorIdStr":"4096803383946370"},"themes":[],"htmlText":"insights","listText":"insights","text":"insights","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/699799121","repostId":"2192903795","repostType":2,"isVote":1,"tweetType":1,"viewCount":2516,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":607678922,"gmtCreate":1639538069079,"gmtModify":1639538189886,"author":{"id":"4096803383946370","authorId":"4096803383946370","name":"KelKel","avatar":"https://static.tigerbbs.com/85866d92193bff7f58f01aa429f9698a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4096803383946370","authorIdStr":"4096803383946370"},"themes":[],"htmlText":"join???","listText":"join???","text":"join???","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/607678922","repostId":"2191995516","repostType":4,"isVote":1,"tweetType":1,"viewCount":3072,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":607671793,"gmtCreate":1639538025234,"gmtModify":1639538189767,"author":{"id":"4096803383946370","authorId":"4096803383946370","name":"KelKel","avatar":"https://static.tigerbbs.com/85866d92193bff7f58f01aa429f9698a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4096803383946370","authorIdStr":"4096803383946370"},"themes":[],"htmlText":"insightful!","listText":"insightful!","text":"insightful!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/607671793","repostId":"1165597848","repostType":2,"repost":{"id":"1165597848","kind":"news","pubTimestamp":1639535034,"share":"https://www.laohu8.com/m/news/1165597848?lang=zh_CN&edition=full","pubTime":"2021-12-15 10:23","market":"us","language":"en","title":"Why Microsoft Stock Dropped<blockquote>微软股价为何下跌</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1165597848","media":"Motley Fool","summary":"What happened\nMicrosoft(NASDAQ:MSFT)shares closed 3.3% lower on Tuesday after the U.S. Department of","content":"<p><b>What happened</b></p><p><blockquote><b>发生了什么</b></blockquote></p><p> <b>Microsoft</b>(NASDAQ:MSFT)shares closed 3.3% lower on Tuesday after the U.S. Department of Labor reported that producer price inflation hit a historic high in November, up 9.6% from a year ago. This news came on top of a reported 6.8% jump in consumer prices that came out yesterday -- the fastest rate of price growth in 40 years.</p><p><blockquote><b>微软</b>(纳斯达克:MSFT)股价周二收盘下跌3.3%。劳工部报告称,11月份生产者价格通胀创历史新高,同比上涨9.6%。这一消息是在昨天公布的消费者价格上涨6.8%的基础上发布的,这是40年来最快的价格增长率。</blockquote></p><p> <b>So what</b></p><p><blockquote><b>那又怎样</b></blockquote></p><p> Reporting on Microsoft's price decline, Bloomberg drew a direct line from the inflation data to the weakness in Microsoft's stock price. But why exactly is inflation bad news for Microsoft (and other tech stocks as well)?</p><p><blockquote>彭博社在报道微软股价下跌时,将通胀数据与微软股价疲软直接联系起来。但为什么通胀对微软(以及其他科技股)来说到底是个坏消息呢?</blockquote></p><p> Think about it this way: Right now, analysts who track Microsoft stock are forecasting that the company will grow its earnings by about 15% annually over the next five years. But if inflation eats up nearly 10% of that 15%, then Microsoft's real earnings won't actually be growing by 15% but only by 5%.</p><p><blockquote>可以这样想:目前,跟踪微软股票的分析师预测,该公司未来五年的盈利将每年增长约15%。但如果通货膨胀吞噬了这15%中的近10%,那么微软的实际收入实际上不会增长15%,而只会增长5%。</blockquote></p><p> That's assuming inflation continues rising at the rate it's currently rising of course -- which isn't certain. By the same token, though, it's also not certain that inflation won't rise <i>faster</i> than 10%.</p><p><blockquote>当然,这是假设通货膨胀继续以目前的速度上升——这并不确定。然而,出于同样的原因,也不能确定通货膨胀不会上升<i>更快</i>比10%。</blockquote></p><p> <b>Now what</b></p><p><blockquote><b>现在怎么办</b></blockquote></p><p> Granted, the Federal Reserve will probably work to get inflation rates under control, but even there, the news isn't all great because the Fed's primary tool for containing inflation is raising interest rates.</p><p><blockquote>诚然,美联储可能会努力控制通胀率,但即便如此,消息也不全是好消息,因为美联储遏制通胀的主要工具是加息。</blockquote></p><p> The Fed is meeting today and tomorrow, by the way, to set policy on inflation (and interest rates). If they decide to raise rates, then that's likely to slow the economy and potentially also slow the rate at which Microsoft's profits are expected to grow -- which would result in no net benefit to Microsoft's real earnings growth.</p><p><blockquote>顺便说一下,美联储将于今天和明天召开会议,制定通胀(和利率)政策。如果他们决定加息,那么这可能会减缓经济增长,也可能减缓微软利润的预期增长速度——这不会给微软的实际盈利增长带来任何净收益。</blockquote></p><p> This, in a nutshell, is why Microsoft closed the day down and why $82.5 billion worth of Microsoft's market capitalization just went up in smoke.</p><p><blockquote>简而言之,这就是微软当天收盘下跌的原因,也是微软825亿美元市值化为乌有的原因。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why Microsoft Stock Dropped<blockquote>微软股价为何下跌</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\">\nWhy Microsoft Stock Dropped<blockquote>微软股价为何下跌</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Motley Fool</strong><span class=\"h-time small\">2021-12-15 10:23</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b>What happened</b></p><p><blockquote><b>发生了什么</b></blockquote></p><p> <b>Microsoft</b>(NASDAQ:MSFT)shares closed 3.3% lower on Tuesday after the U.S. Department of Labor reported that producer price inflation hit a historic high in November, up 9.6% from a year ago. This news came on top of a reported 6.8% jump in consumer prices that came out yesterday -- the fastest rate of price growth in 40 years.</p><p><blockquote><b>微软</b>(纳斯达克:MSFT)股价周二收盘下跌3.3%。劳工部报告称,11月份生产者价格通胀创历史新高,同比上涨9.6%。这一消息是在昨天公布的消费者价格上涨6.8%的基础上发布的,这是40年来最快的价格增长率。</blockquote></p><p> <b>So what</b></p><p><blockquote><b>那又怎样</b></blockquote></p><p> Reporting on Microsoft's price decline, Bloomberg drew a direct line from the inflation data to the weakness in Microsoft's stock price. But why exactly is inflation bad news for Microsoft (and other tech stocks as well)?</p><p><blockquote>彭博社在报道微软股价下跌时,将通胀数据与微软股价疲软直接联系起来。但为什么通胀对微软(以及其他科技股)来说到底是个坏消息呢?</blockquote></p><p> Think about it this way: Right now, analysts who track Microsoft stock are forecasting that the company will grow its earnings by about 15% annually over the next five years. But if inflation eats up nearly 10% of that 15%, then Microsoft's real earnings won't actually be growing by 15% but only by 5%.</p><p><blockquote>可以这样想:目前,跟踪微软股票的分析师预测,该公司未来五年的盈利将每年增长约15%。但如果通货膨胀吞噬了这15%中的近10%,那么微软的实际收入实际上不会增长15%,而只会增长5%。</blockquote></p><p> That's assuming inflation continues rising at the rate it's currently rising of course -- which isn't certain. By the same token, though, it's also not certain that inflation won't rise <i>faster</i> than 10%.</p><p><blockquote>当然,这是假设通货膨胀继续以目前的速度上升——这并不确定。然而,出于同样的原因,也不能确定通货膨胀不会上升<i>更快</i>比10%。</blockquote></p><p> <b>Now what</b></p><p><blockquote><b>现在怎么办</b></blockquote></p><p> Granted, the Federal Reserve will probably work to get inflation rates under control, but even there, the news isn't all great because the Fed's primary tool for containing inflation is raising interest rates.</p><p><blockquote>诚然,美联储可能会努力控制通胀率,但即便如此,消息也不全是好消息,因为美联储遏制通胀的主要工具是加息。</blockquote></p><p> The Fed is meeting today and tomorrow, by the way, to set policy on inflation (and interest rates). If they decide to raise rates, then that's likely to slow the economy and potentially also slow the rate at which Microsoft's profits are expected to grow -- which would result in no net benefit to Microsoft's real earnings growth.</p><p><blockquote>顺便说一下,美联储将于今天和明天召开会议,制定通胀(和利率)政策。如果他们决定加息,那么这可能会减缓经济增长,也可能减缓微软利润的预期增长速度——这不会给微软的实际盈利增长带来任何净收益。</blockquote></p><p> This, in a nutshell, is why Microsoft closed the day down and why $82.5 billion worth of Microsoft's market capitalization just went up in smoke.</p><p><blockquote>简而言之,这就是微软当天收盘下跌的原因,也是微软825亿美元市值化为乌有的原因。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.fool.com/investing/2021/12/14/why-microsoft-stock-dropped-today/\">Motley Fool</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MSFT":"微软"},"source_url":"https://www.fool.com/investing/2021/12/14/why-microsoft-stock-dropped-today/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1165597848","content_text":"What happened\nMicrosoft(NASDAQ:MSFT)shares closed 3.3% lower on Tuesday after the U.S. Department of Labor reported that producer price inflation hit a historic high in November, up 9.6% from a year ago. This news came on top of a reported 6.8% jump in consumer prices that came out yesterday -- the fastest rate of price growth in 40 years.\nSo what\nReporting on Microsoft's price decline, Bloomberg drew a direct line from the inflation data to the weakness in Microsoft's stock price. But why exactly is inflation bad news for Microsoft (and other tech stocks as well)?\nThink about it this way: Right now, analysts who track Microsoft stock are forecasting that the company will grow its earnings by about 15% annually over the next five years. But if inflation eats up nearly 10% of that 15%, then Microsoft's real earnings won't actually be growing by 15% but only by 5%.\nThat's assuming inflation continues rising at the rate it's currently rising of course -- which isn't certain. By the same token, though, it's also not certain that inflation won't rise faster than 10%.\nNow what\nGranted, the Federal Reserve will probably work to get inflation rates under control, but even there, the news isn't all great because the Fed's primary tool for containing inflation is raising interest rates.\nThe Fed is meeting today and tomorrow, by the way, to set policy on inflation (and interest rates). If they decide to raise rates, then that's likely to slow the economy and potentially also slow the rate at which Microsoft's profits are expected to grow -- which would result in no net benefit to Microsoft's real earnings growth.\nThis, in a nutshell, is why Microsoft closed the day down and why $82.5 billion worth of Microsoft's market capitalization just went up in smoke.","news_type":1,"symbols_score_info":{"MSFT":0.9}},"isVote":1,"tweetType":1,"viewCount":3166,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":600204940,"gmtCreate":1638153096483,"gmtModify":1638153096483,"author":{"id":"4096803383946370","authorId":"4096803383946370","name":"KelKel","avatar":"https://static.tigerbbs.com/85866d92193bff7f58f01aa429f9698a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4096803383946370","authorIdStr":"4096803383946370"},"themes":[],"htmlText":"dropping dropping cos of new strain again..... when will this end?","listText":"dropping dropping cos of new strain again..... when will this end?","text":"dropping dropping cos of new strain again..... when will this end?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/600204940","repostId":"1184733385","repostType":2,"repost":{"id":"1184733385","kind":"news","pubTimestamp":1638144291,"share":"https://www.laohu8.com/m/news/1184733385?lang=zh_CN&edition=full","pubTime":"2021-11-29 08:04","market":"sg","language":"en","title":"Continued Selling Pressure Expected For Singapore Shares<blockquote>新加坡股市预计将面临持续抛售压力</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1184733385","media":"RTTNews","summary":"The Singapore stock market has finished lower in four straight trading days, sinking almost 70 point","content":"<p>The Singapore stock market has finished lower in four straight trading days, sinking almost 70 points or 2.3 percent along the way. The Straits Times Index now sits just above the 3,165-point plateau and it's tipped to open in the red again on Monday.</p><p><blockquote>新加坡股市连续四个交易日收低,跌幅近70点,跌幅2.3%。海峡时报指数目前略高于3,165点的高位,预计周一将再次开盘下跌。</blockquote></p><p> The global forecast for the Asianmarketsis broadly negative on fears of lockdown measures following the rapid spread of a new COVID variant. The European and U.S. markets were sharply lower and the Asian bourses figure to open in similar fashion.</p><p><blockquote>由于担心新的COVID变种迅速传播后采取封锁措施,全球对亚洲市场的预测普遍为负面。欧洲和美国市场大幅走低,亚洲股市预计也将以类似的方式开盘。</blockquote></p><p> The STI finished sharply lower on Friday following losses from the financial shares, property stocks and industrial issues.</p><p><blockquote>继金融股、房地产股和工业股下跌后,海指周五大幅收低。</blockquote></p><p> For the day, the index tumbled 55.25 points or 1.72 percent to finish at 3,166.27 after trading between 3,153.71 and 3,208.13. Volume was 2 billion shares worth 1.8 billion Singapore dollars. There were 406 decliners and 138 gainers.</p><p><blockquote>当天,该指数在3,153.71点至3,208.13点之间交易后,下跌55.25点或1.72%,收于3,166.27点。成交量为20亿股,价值18亿新元。下跌股406家,上涨股138家。</blockquote></p><p> Among the actives, Ascendas REIT lost 1.31 percent, while CapitaLand Integrated Commercial Trust tumbled 2.67 percent, City Developments dipped 0.98 percent, Comfort DelGro retreated 2.00 percent, Dairy Farm International was down 0.62 percent, DBS Group stumbled 1.68 percent, Genting Singapore plummeted 4.22 percent, Keppel Corp and SembCorp Industries both dropped 1.49 percent, Mapletree Commercial Trust shed 1.40 percent, Mapletree Logistics Trust slid 1.03 percent, Oversea-Chinese Banking Corporation weakened 1.62 percent, SATS declined 2.21 percent, Singapore Airlines plunged 3.81 percent, Singapore Exchange slipped 0.76 percent, Singapore Press Holdings eased 0.43 percent, Singapore Technologies Engineering skidded 1.79 percent, SingTel fell 1.21 percent, Thai Beverage tanked 2.80 percent, United Overseas Bank slumped 1.63 percent, Wilmar International surrendered 2.31 percent and Yangzijiang Shipbuilding sank 1.52 percent.</p><p><blockquote>活跃股中,腾飞房地产投资信托下跌1.31%,凯德综合商业信托下跌2.67%,City Developments下跌0.98%,Comfort DelGro下跌2.00%,Dairy Farm International下跌0.62%,星展集团下跌1.68%,云顶新加坡暴跌4.22%,吉宝企业和胜科工业均下跌1.49%,丰树商业信托下跌1.40%,丰树物流信托下跌1.03%,华侨银行下跌1.62%,新加坡航空下跌3.81%,新加坡报业控股下跌0.43%,新加坡电信下跌1.21%,泰国饮料下跌1.80%,大华银行下跌1.63%,丰益国际下跌2.31%,扬子江造船下跌1.52%。</blockquote></p><p> The lead from Wall Street suggests heavy selling pressure as the major averages opened sharpy lower on Friday and remained that way throughout the session.</p><p><blockquote>华尔街的领先表明,随着主要股指周五大幅低开,并在整个交易日保持这种状态,抛售压力很大。</blockquote></p><p></p>","source":"lsy1626938412129","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>Continued Selling Pressure Expected For Singapore Shares<blockquote>新加坡股市预计将面临持续抛售压力</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\">\nContinued Selling Pressure Expected For Singapore Shares<blockquote>新加坡股市预计将面临持续抛售压力</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">RTTNews</strong><span class=\"h-time small\">2021-11-29 08:04</span>\n</p>\n</h4>\n</header>\n<article>\n<p>The Singapore stock market has finished lower in four straight trading days, sinking almost 70 points or 2.3 percent along the way. The Straits Times Index now sits just above the 3,165-point plateau and it's tipped to open in the red again on Monday.</p><p><blockquote>新加坡股市连续四个交易日收低,跌幅近70点,跌幅2.3%。海峡时报指数目前略高于3,165点的高位,预计周一将再次开盘下跌。</blockquote></p><p> The global forecast for the Asianmarketsis broadly negative on fears of lockdown measures following the rapid spread of a new COVID variant. The European and U.S. markets were sharply lower and the Asian bourses figure to open in similar fashion.</p><p><blockquote>由于担心新的COVID变种迅速传播后采取封锁措施,全球对亚洲市场的预测普遍为负面。欧洲和美国市场大幅走低,亚洲股市预计也将以类似的方式开盘。</blockquote></p><p> The STI finished sharply lower on Friday following losses from the financial shares, property stocks and industrial issues.</p><p><blockquote>继金融股、房地产股和工业股下跌后,海指周五大幅收低。</blockquote></p><p> For the day, the index tumbled 55.25 points or 1.72 percent to finish at 3,166.27 after trading between 3,153.71 and 3,208.13. Volume was 2 billion shares worth 1.8 billion Singapore dollars. There were 406 decliners and 138 gainers.</p><p><blockquote>当天,该指数在3,153.71点至3,208.13点之间交易后,下跌55.25点或1.72%,收于3,166.27点。成交量为20亿股,价值18亿新元。下跌股406家,上涨股138家。</blockquote></p><p> Among the actives, Ascendas REIT lost 1.31 percent, while CapitaLand Integrated Commercial Trust tumbled 2.67 percent, City Developments dipped 0.98 percent, Comfort DelGro retreated 2.00 percent, Dairy Farm International was down 0.62 percent, DBS Group stumbled 1.68 percent, Genting Singapore plummeted 4.22 percent, Keppel Corp and SembCorp Industries both dropped 1.49 percent, Mapletree Commercial Trust shed 1.40 percent, Mapletree Logistics Trust slid 1.03 percent, Oversea-Chinese Banking Corporation weakened 1.62 percent, SATS declined 2.21 percent, Singapore Airlines plunged 3.81 percent, Singapore Exchange slipped 0.76 percent, Singapore Press Holdings eased 0.43 percent, Singapore Technologies Engineering skidded 1.79 percent, SingTel fell 1.21 percent, Thai Beverage tanked 2.80 percent, United Overseas Bank slumped 1.63 percent, Wilmar International surrendered 2.31 percent and Yangzijiang Shipbuilding sank 1.52 percent.</p><p><blockquote>活跃股中,腾飞房地产投资信托下跌1.31%,凯德综合商业信托下跌2.67%,City Developments下跌0.98%,Comfort DelGro下跌2.00%,Dairy Farm International下跌0.62%,星展集团下跌1.68%,云顶新加坡暴跌4.22%,吉宝企业和胜科工业均下跌1.49%,丰树商业信托下跌1.40%,丰树物流信托下跌1.03%,华侨银行下跌1.62%,新加坡航空下跌3.81%,新加坡报业控股下跌0.43%,新加坡电信下跌1.21%,泰国饮料下跌1.80%,大华银行下跌1.63%,丰益国际下跌2.31%,扬子江造船下跌1.52%。</blockquote></p><p> The lead from Wall Street suggests heavy selling pressure as the major averages opened sharpy lower on Friday and remained that way throughout the session.</p><p><blockquote>华尔街的领先表明,随着主要股指周五大幅低开,并在整个交易日保持这种状态,抛售压力很大。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.rttnews.com/3245124/continued-selling-pressure-expected-for-singapore-shares.aspx?type=acom\">RTTNews</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":{"STI.SI":"富时新加坡海峡指数"},"source_url":"https://www.rttnews.com/3245124/continued-selling-pressure-expected-for-singapore-shares.aspx?type=acom","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1184733385","content_text":"The Singapore stock market has finished lower in four straight trading days, sinking almost 70 points or 2.3 percent along the way. The Straits Times Index now sits just above the 3,165-point plateau and it's tipped to open in the red again on Monday.\nThe global forecast for the Asianmarketsis broadly negative on fears of lockdown measures following the rapid spread of a new COVID variant. The European and U.S. markets were sharply lower and the Asian bourses figure to open in similar fashion.\nThe STI finished sharply lower on Friday following losses from the financial shares, property stocks and industrial issues.\nFor the day, the index tumbled 55.25 points or 1.72 percent to finish at 3,166.27 after trading between 3,153.71 and 3,208.13. Volume was 2 billion shares worth 1.8 billion Singapore dollars. There were 406 decliners and 138 gainers.\nAmong the actives, Ascendas REIT lost 1.31 percent, while CapitaLand Integrated Commercial Trust tumbled 2.67 percent, City Developments dipped 0.98 percent, Comfort DelGro retreated 2.00 percent, Dairy Farm International was down 0.62 percent, DBS Group stumbled 1.68 percent, Genting Singapore plummeted 4.22 percent, Keppel Corp and SembCorp Industries both dropped 1.49 percent, Mapletree Commercial Trust shed 1.40 percent, Mapletree Logistics Trust slid 1.03 percent, Oversea-Chinese Banking Corporation weakened 1.62 percent, SATS declined 2.21 percent, Singapore Airlines plunged 3.81 percent, Singapore Exchange slipped 0.76 percent, Singapore Press Holdings eased 0.43 percent, Singapore Technologies Engineering skidded 1.79 percent, SingTel fell 1.21 percent, Thai Beverage tanked 2.80 percent, United Overseas Bank slumped 1.63 percent, Wilmar International surrendered 2.31 percent and Yangzijiang Shipbuilding sank 1.52 percent.\nThe lead from Wall Street suggests heavy selling pressure as the major averages opened sharpy lower on Friday and remained that way throughout the session.","news_type":1,"symbols_score_info":{"STI.SI":0.9}},"isVote":1,"tweetType":1,"viewCount":2707,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":872242663,"gmtCreate":1637541991650,"gmtModify":1637541991650,"author":{"id":"4096803383946370","authorId":"4096803383946370","name":"KelKel","avatar":"https://static.tigerbbs.com/85866d92193bff7f58f01aa429f9698a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4096803383946370","authorIdStr":"4096803383946370"},"themes":[],"htmlText":"so i wait?","listText":"so i wait?","text":"so i wait?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/872242663","repostId":"1116255034","repostType":4,"isVote":1,"tweetType":1,"viewCount":3638,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":876043187,"gmtCreate":1637246632133,"gmtModify":1637246632133,"author":{"id":"4096803383946370","authorId":"4096803383946370","name":"KelKel","avatar":"https://static.tigerbbs.com/85866d92193bff7f58f01aa429f9698a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4096803383946370","authorIdStr":"4096803383946370"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/COHU\">$Cohu(COHU)$</a>please continue to rise","listText":"<a href=\"https://laohu8.com/S/COHU\">$Cohu(COHU)$</a>please continue to rise","text":"$Cohu(COHU)$please continue to rise","images":[{"img":"https://static.tigerbbs.com/e03f70c0d910763562fe77d67d0f4f84","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/876043187","isVote":1,"tweetType":1,"viewCount":3012,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":873259368,"gmtCreate":1636951167487,"gmtModify":1636951167537,"author":{"id":"4096803383946370","authorId":"4096803383946370","name":"KelKel","avatar":"https://static.tigerbbs.com/85866d92193bff7f58f01aa429f9698a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4096803383946370","authorIdStr":"4096803383946370"},"themes":[],"htmlText":"biggest regret i didnt enter at 200+","listText":"biggest regret i didnt enter at 200+","text":"biggest regret i didnt enter at 200+","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/873259368","repostId":"1186426992","repostType":2,"repost":{"id":"1186426992","kind":"news","pubTimestamp":1636944636,"share":"https://www.laohu8.com/m/news/1186426992?lang=zh_CN&edition=full","pubTime":"2021-11-15 10:50","market":"us","language":"en","title":"Nvidia Earnings: What to Watch on Wednesday<blockquote>英伟达财报:周三看点</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1186426992","media":"Motley Fool","summary":"Nvidiais slated to report its third-quarter results for fiscal 2022 after the market close on Wednesday, Nov. 17.Investors in the graphics chip specialist are probably feeling optimistic about the report. The company has beaten Wall Street's consensus earnings estimate in at least the past five consecutive quarters. Moreover, many investors are enthused about the company's potential to be one of the major players in the emerging metaverse, a \"highly immersive virtual world where people gather t","content":"<p><b>Nvidia</b>(NASDAQ:NVDA)is slated to report its third-quarter results for fiscal 2022 (essentially the August-through-October period) after the market close on Wednesday, Nov. 17.</p><p><blockquote><b>英伟达</b>(纳斯达克股票代码:NVDA)定于11月17日星期三收盘后公布2022财年第三季度业绩(基本上是8月至10月期间)。</blockquote></p><p> Investors in the graphics chip specialist are probably feeling optimistic about the report. The company has beaten Wall Street's consensus earnings estimate in at least the past five consecutive quarters. Moreover, many investors are enthused about the company's potential to be one of the major players in the emerging metaverse, a \"highly immersive virtual world where people gather to socialize, play, and work,\" in the words of Merriam-Webster. Indeed, Nvidia has described its recently launched Omniverse as \"the 'plumbing' on which metaverses can be built.\"</p><p><blockquote>这家图形芯片专家的投资者可能对该报告感到乐观。该公司至少在过去连续五个季度超出了华尔街的普遍盈利预期。此外,许多投资者对该公司成为新兴元宇宙主要参与者之一的潜力充满热情,用韦氏词典的话说,这是一个“人们聚集在一起社交、玩耍和工作的高度沉浸式虚拟世界”。事实上,英伟达将其最近推出的Omniverse描述为“可以构建元宇宙的‘管道’”。</blockquote></p><p> Investors have been piling into Nvidia stock. In 2021, shares have returned 133% through Nov. 12. The <b>S&P 500</b> index has returned 26.2% over this period.</p><p><blockquote>投资者一直在涌入英伟达股票。截至11月12日,2021年股价回报率为133%。The<b>标普500</b>该指数在此期间的回报率为26.2%。</blockquote></p><p> Nvidia's key numbers</p><p><blockquote>英伟达的关键数据</blockquote></p><p> Here are benchmarks to use to gauge the relative strength of the tech company's results.</p><p><blockquote>以下是用于衡量科技公司业绩相对实力的基准。</blockquote></p><p> <table> <thead> <tr> <th>Metric</p><p><blockquote><table><thead><tr><th>公制</th></tr></thead></table></blockquote></p><p></th> <th>Fiscal Q3 2021 Result</p><p><blockquote><th>2021财年第三季度业绩</th></blockquote></p><p></th> <th>Nvidia's Fiscal Q3 2022 Guidance</p><p><blockquote><th>NVIDIA 2022年第三季度财报指引</th></blockquote></p><p></th> <th>Wall Street's Fiscal Q3 2022 Consensus Estimate</p><p><blockquote><th>华尔街对2022财年第三季度的普遍预期</th></blockquote></p><p></th> <th>Wall Street's Projected Growth</p><p><blockquote><th>华尔街的预计增长</th></blockquote></p><p></th> </tr> </thead> <tbody> <tr> <td>Revenue</p><p><blockquote><tbody><tr><td>收入</td></tr></tbody></blockquote></p><p></td> <td>$4.73 billion</p><p><blockquote><td>47.3亿美元</td></blockquote></p><p></td> <td>$6.80 billion</p><p><blockquote><td>68亿美元</td></blockquote></p><p></td> <td>$6.82 billion</p><p><blockquote><td>68.2亿美元</td></blockquote></p><p></td> <td>44%</p><p><blockquote><td>44%</td></blockquote></p><p></td> </tr> <tr> <td>Adjusted earnings per share</p><p><blockquote><tr><td>调整后每股收益</td></tr></blockquote></p><p></td> <td>$0.73*</p><p><blockquote><td>$0.73*</td></blockquote></p><p></td> <td>$1.10**</p><p><blockquote><td>$1.10**</td></blockquote></p><p></td> <td>$1.11</p><p><blockquote><td>$1.11</td></blockquote></p><p></td> <td>52%</p><p><blockquote><td>52%</td></blockquote></p><p></td> </tr> </tbody> </table> DATA SOURCES: NVIDIA AND YAHOO! FINANCE. FISCAL Q3 2022 ESSENTIALLY CORRESPONDS WITH THE AUGUST-THROUGH-OCTOBER PERIOD. *ADJUSTED TO REFLECT 4-FOR-1 STOCK SPLIT IN JULY, WHICH INCREASED SHARE COUNT BY A FACTOR OF FOUR. **CALCULATED BY THE AUTHOR BASED ON THE METRICS FOR WHICH MANAGEMENT PROVIDES GUIDANCE.</p><p><blockquote>数据来源:英伟达和雅虎!金融。2022财年第三季度基本上与8月至10月期间相对应。*调整以反映7月份的4比1股票分割,该分割使股票数量增加了四倍。**由作者根据管理层提供指导的指标计算。</blockquote></p><p> For context, infiscal Q2, Nvidia's revenue jumped 68% year over year (and 15% sequentially) to a record $6.51 billion. Growth was driven by record revenue in the gaming, data center, and professional visualization platforms. EPS on the basis of generally accepted accounting principles (GAAP) soared 276% year over year to $0.94, and adjusted EPS surged 89% to $1.04.</p><p><blockquote>就背景而言,在第二季度,Nvidia的收入同比增长68%(环比增长15%),达到创纪录的65.1亿美元。增长是由游戏、数据中心和专业可视化平台创纪录的收入推动的。基于公认会计原则(GAAP)的每股收益同比飙升276%至0.94美元,调整后每股收益飙升89%至1.04美元。</blockquote></p><p> Wall Street had been expecting fiscal Q2 revenue and adjusted EPS of $6.33 billion and $1.02, respectively, so Nvidia exceeded both estimates.</p><p><blockquote>华尔街此前预计第二财季营收和调整后每股收益分别为63.3亿美元和1.02美元,因此英伟达超出了这两项预期。</blockquote></p><p> Platform performance</p><p><blockquote>平台性能</blockquote></p><p> Here's how the platforms performed last quarter:</p><p><blockquote>以下是这些平台上季度的表现:</blockquote></p><p> <table> <thead> <tr> <th>Platform</p><p><blockquote><table><thead><tr><th>平台</th></tr></thead></table></blockquote></p><p></th> <th>Fiscal Q2 2022 Revenue</p><p><blockquote><th>2022财年第二季度收入</th></blockquote></p><p></th> <th>Change YOY</p><p><blockquote><th>同比变化</th></blockquote></p><p></th> <th>Change QOQ</p><p><blockquote><th>环比变化</th></blockquote></p><p></th> </tr> </thead> <tbody> <tr> <td>Gaming</p><p><blockquote><tbody><tr><td>游戏</td></tr></tbody></blockquote></p><p></td> <td>$3.06 billion</p><p><blockquote><td>30.6亿美元</td></blockquote></p><p></td> <td>85%</p><p><blockquote><td>85%</td></blockquote></p><p></td> <td>11%</p><p><blockquote><td>11%</td></blockquote></p><p></td> </tr> <tr> <td>Data center</p><p><blockquote><tr><td>数据中心</td></tr></blockquote></p><p></td> <td>$2.37 billion</p><p><blockquote><td>23.7亿美元</td></blockquote></p><p></td> <td>35%</p><p><blockquote><td>35%</td></blockquote></p><p></td> <td>16%</p><p><blockquote><td>16%</td></blockquote></p><p></td> </tr> <tr> <td>Professional visualization</p><p><blockquote><tr><td>专业可视化</td></tr></blockquote></p><p></td> <td>$519 million</p><p><blockquote><td>5.19亿美元</td></blockquote></p><p></td> <td>156%</p><p><blockquote><td>156%</td></blockquote></p><p></td> <td>40%</p><p><blockquote><td>40%</td></blockquote></p><p></td> </tr> <tr> <td>Automotive</p><p><blockquote><tr><td>汽车的</td></tr></blockquote></p><p></td> <td>$152 million</p><p><blockquote><td>1.52亿美元</td></blockquote></p><p></td> <td>37%</p><p><blockquote><td>37%</td></blockquote></p><p></td> <td>(1%)</p><p><blockquote><td>(1%)</td></blockquote></p><p></td> </tr> <tr> <td>OEM and IP</p><p><blockquote><tr><td>OEM和IP</td></tr></blockquote></p><p></td> <td>$409 million</p><p><blockquote><td>4.09亿美元</td></blockquote></p><p></td> <td>180%</p><p><blockquote><td>180%</td></blockquote></p><p></td> <td>25%</p><p><blockquote><td>25%</td></blockquote></p><p></td> </tr> <tr> <td>Total</p><p><blockquote><tr><td>总的</td></tr></blockquote></p><p></td> <td>$6.51 billion</p><p><blockquote><td>65.1亿美元</td></blockquote></p><p></td> <td>68%</p><p><blockquote><td>68%</td></blockquote></p><p></td> <td>15%</p><p><blockquote><td>15%</td></blockquote></p><p></td> </tr> </tbody> </table> DATA SOURCE: NVIDIA. OEM AND IP = ORIGINAL EQUIPMENT MANUFACTURER AND INTELLECTUAL PROPERTY; NOT A TARGET MARKET PLATFORM. YOY = YEAR OVER YEAR. QOQ = QUARTER OVER QUARTER.</p><p><blockquote>数据来源:英伟达。OEM和IP=原始设备制造商和知识产权;不是目标市场平台。YOY=同比。QOQ=季度环比。</blockquote></p><p> Investors should focus on the performance of the two largest platforms: computer gaming and data center. Nvidia's overall results are driven by these two businesses. In the first and second quarters of this fiscal year, these two platforms together accounted for 85% and 83%, respectively, of the company's total revenue.</p><p><blockquote>投资者应重点关注电脑游戏和数据中心这两个最大平台的表现。英伟达的整体业绩是由这两项业务推动的。本财年第一季度和第二季度,这两个平台合计分别占公司总收入的85%和83%。</blockquote></p><p> In last quarter's CFO commentary, Colette Kress said \"the gaming platform's growth was driven by continued strong sales of the GeForce RTX 30 Series, based on the company's Ampere GPU [graphics processing unit] architecture,\" as I wrote at the time. \"She attributed the data center's year-over-year increase to the ramp-up of Ampere 'products into vertical industries and hyperscale customers.'\" Likewise, professional visualization's growth was driven by the ramp-up of Ampere GPUs, especially for desktop workstations.</p><p><blockquote>在上个季度的首席财务官评论中,Colette Kress表示,“游戏平台的增长是由基于该公司Ampere GPU(图形处理单元)架构的GeForce RTX 30系列的持续强劲销售推动的”,正如我当时所写的那样。“她将数据中心的同比增长归因于Ampere‘产品进入垂直行业和超大规模客户’的增加。”同样,Ampere GPU的增长也推动了专业可视化的增长,尤其是对于桌面工作站而言。</blockquote></p><p> Investors shouldn't pay too much attention to Nvidia's results in the OEM and IP categories. Last quarter's huge year-over-year increase was driven by the company's introduction earlier in the year of a product specifically for mining cryptocurrencies, aptly called the cryptocurrency mining processor (CMP). Last quarter, sales of this product were $266 million, or 4.1% of Nvidia's total revenue.</p><p><blockquote>投资者不应过多关注英伟达在OEM和IP类别的业绩。上季度同比大幅增长的推动因素是该公司今年早些时候推出了一款专门用于挖掘加密货币的产品,该产品被恰当地称为加密货币挖掘处理器(CMP)。上个季度,该产品的销售额为2.66亿美元,占英伟达总收入的4.1%。</blockquote></p><p></p><p> Nvidia's launch of the CMP was more defensive than offensive. Crypto miners had been scooping up the company's gaming cards, making it more difficult for gamers to get their hands on them. While it's great that Nvidia is making money from the crypto market, it's best to view this money as just icing on the cake. The crypto space is extremely volatile, so investors shouldn't count on seeing Nvidia's CMP sales grow rather linearly quarter after quarter.</p><p><blockquote>英伟达推出CMP的防御性大于进攻性。加密货币矿工一直在抢购该公司的游戏卡,这使得游戏玩家更难获得它们。虽然英伟达从加密货币市场赚钱很好,但最好将这笔钱视为锦上添花。加密货币领域波动极大,因此投资者不应指望看到Nvidia的CMP销售额逐季线性增长。</blockquote></p><p> Pending Arm acquisition</p><p><blockquote>待定Arm收购</blockquote></p><p> Investors can expect management to provide an update on the company's pending acquisition of leading mobile-chip designer Arm, owned by Japan's<b>SoftBank</b>. This $40 billion deal was announced in September 2020 and was originally expected to close by March 2022. But this timeline is looking shaky. Nvidia has run into some regulatory headwinds stemming from concerns about competition, as it competes with many of the big tech players that are Arm licensees.</p><p><blockquote>投资者可以期待管理层提供有关该公司即将收购日本领先移动芯片设计公司Arm的最新信息<b>软银</b>.这笔400亿美元的交易于2020年9月宣布,最初预计将于2022年3月完成。但是这个时间表看起来不稳定。由于对竞争的担忧,英伟达遇到了一些监管阻力,因为它与许多作为Arm授权商的大型科技公司竞争。</blockquote></p><p> It would be great if the deal goes through, but Nvidia doesn't need Arm for the company and its stock to continue to be long-term winners.</p><p><blockquote>如果交易成功,那就太好了,但英伟达并不需要Arm来让公司及其股票继续成为长期赢家。</blockquote></p><p> Guidance</p><p><blockquote>指导</blockquote></p><p> As always, the company's guidance, relative to Wall Street's expectations, should be a big factor in the market's reaction to Nvidia's upcoming report.</p><p><blockquote>与往常一样,相对于华尔街的预期,该公司的指引应该是市场对英伟达即将发布的报告反应的一个重要因素。</blockquote></p><p> For fiscal Q4, analysts are modeling for adjusted EPS of $1.08 on revenue of $6.81 billion, representing year-over-year growth of 40% and 36%, respectively.</p><p><blockquote>对于第四财季,分析师预测调整后每股收益为1.08美元,营收为68.1亿美元,同比分别增长40%和36%。</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>Nvidia Earnings: What to Watch on Wednesday<blockquote>英伟达财报:周三看点</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\">\nNvidia Earnings: What to Watch on Wednesday<blockquote>英伟达财报:周三看点</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Motley Fool</strong><span class=\"h-time small\">2021-11-15 10:50</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b>Nvidia</b>(NASDAQ:NVDA)is slated to report its third-quarter results for fiscal 2022 (essentially the August-through-October period) after the market close on Wednesday, Nov. 17.</p><p><blockquote><b>英伟达</b>(纳斯达克股票代码:NVDA)定于11月17日星期三收盘后公布2022财年第三季度业绩(基本上是8月至10月期间)。</blockquote></p><p> Investors in the graphics chip specialist are probably feeling optimistic about the report. The company has beaten Wall Street's consensus earnings estimate in at least the past five consecutive quarters. Moreover, many investors are enthused about the company's potential to be one of the major players in the emerging metaverse, a \"highly immersive virtual world where people gather to socialize, play, and work,\" in the words of Merriam-Webster. Indeed, Nvidia has described its recently launched Omniverse as \"the 'plumbing' on which metaverses can be built.\"</p><p><blockquote>这家图形芯片专家的投资者可能对该报告感到乐观。该公司至少在过去连续五个季度超出了华尔街的普遍盈利预期。此外,许多投资者对该公司成为新兴元宇宙主要参与者之一的潜力充满热情,用韦氏词典的话说,这是一个“人们聚集在一起社交、玩耍和工作的高度沉浸式虚拟世界”。事实上,英伟达将其最近推出的Omniverse描述为“可以构建元宇宙的‘管道’”。</blockquote></p><p> Investors have been piling into Nvidia stock. In 2021, shares have returned 133% through Nov. 12. The <b>S&P 500</b> index has returned 26.2% over this period.</p><p><blockquote>投资者一直在涌入英伟达股票。截至11月12日,2021年股价回报率为133%。The<b>标普500</b>该指数在此期间的回报率为26.2%。</blockquote></p><p> Nvidia's key numbers</p><p><blockquote>英伟达的关键数据</blockquote></p><p> Here are benchmarks to use to gauge the relative strength of the tech company's results.</p><p><blockquote>以下是用于衡量科技公司业绩相对实力的基准。</blockquote></p><p> <table> <thead> <tr> <th>Metric</p><p><blockquote><table><thead><tr><th>公制</th></tr></thead></table></blockquote></p><p></th> <th>Fiscal Q3 2021 Result</p><p><blockquote><th>2021财年第三季度业绩</th></blockquote></p><p></th> <th>Nvidia's Fiscal Q3 2022 Guidance</p><p><blockquote><th>NVIDIA 2022年第三季度财报指引</th></blockquote></p><p></th> <th>Wall Street's Fiscal Q3 2022 Consensus Estimate</p><p><blockquote><th>华尔街对2022财年第三季度的普遍预期</th></blockquote></p><p></th> <th>Wall Street's Projected Growth</p><p><blockquote><th>华尔街的预计增长</th></blockquote></p><p></th> </tr> </thead> <tbody> <tr> <td>Revenue</p><p><blockquote><tbody><tr><td>收入</td></tr></tbody></blockquote></p><p></td> <td>$4.73 billion</p><p><blockquote><td>47.3亿美元</td></blockquote></p><p></td> <td>$6.80 billion</p><p><blockquote><td>68亿美元</td></blockquote></p><p></td> <td>$6.82 billion</p><p><blockquote><td>68.2亿美元</td></blockquote></p><p></td> <td>44%</p><p><blockquote><td>44%</td></blockquote></p><p></td> </tr> <tr> <td>Adjusted earnings per share</p><p><blockquote><tr><td>调整后每股收益</td></tr></blockquote></p><p></td> <td>$0.73*</p><p><blockquote><td>$0.73*</td></blockquote></p><p></td> <td>$1.10**</p><p><blockquote><td>$1.10**</td></blockquote></p><p></td> <td>$1.11</p><p><blockquote><td>$1.11</td></blockquote></p><p></td> <td>52%</p><p><blockquote><td>52%</td></blockquote></p><p></td> </tr> </tbody> </table> DATA SOURCES: NVIDIA AND YAHOO! FINANCE. FISCAL Q3 2022 ESSENTIALLY CORRESPONDS WITH THE AUGUST-THROUGH-OCTOBER PERIOD. *ADJUSTED TO REFLECT 4-FOR-1 STOCK SPLIT IN JULY, WHICH INCREASED SHARE COUNT BY A FACTOR OF FOUR. **CALCULATED BY THE AUTHOR BASED ON THE METRICS FOR WHICH MANAGEMENT PROVIDES GUIDANCE.</p><p><blockquote>数据来源:英伟达和雅虎!金融。2022财年第三季度基本上与8月至10月期间相对应。*调整以反映7月份的4比1股票分割,该分割使股票数量增加了四倍。**由作者根据管理层提供指导的指标计算。</blockquote></p><p> For context, infiscal Q2, Nvidia's revenue jumped 68% year over year (and 15% sequentially) to a record $6.51 billion. Growth was driven by record revenue in the gaming, data center, and professional visualization platforms. EPS on the basis of generally accepted accounting principles (GAAP) soared 276% year over year to $0.94, and adjusted EPS surged 89% to $1.04.</p><p><blockquote>就背景而言,在第二季度,Nvidia的收入同比增长68%(环比增长15%),达到创纪录的65.1亿美元。增长是由游戏、数据中心和专业可视化平台创纪录的收入推动的。基于公认会计原则(GAAP)的每股收益同比飙升276%至0.94美元,调整后每股收益飙升89%至1.04美元。</blockquote></p><p> Wall Street had been expecting fiscal Q2 revenue and adjusted EPS of $6.33 billion and $1.02, respectively, so Nvidia exceeded both estimates.</p><p><blockquote>华尔街此前预计第二财季营收和调整后每股收益分别为63.3亿美元和1.02美元,因此英伟达超出了这两项预期。</blockquote></p><p> Platform performance</p><p><blockquote>平台性能</blockquote></p><p> Here's how the platforms performed last quarter:</p><p><blockquote>以下是这些平台上季度的表现:</blockquote></p><p> <table> <thead> <tr> <th>Platform</p><p><blockquote><table><thead><tr><th>平台</th></tr></thead></table></blockquote></p><p></th> <th>Fiscal Q2 2022 Revenue</p><p><blockquote><th>2022财年第二季度收入</th></blockquote></p><p></th> <th>Change YOY</p><p><blockquote><th>同比变化</th></blockquote></p><p></th> <th>Change QOQ</p><p><blockquote><th>环比变化</th></blockquote></p><p></th> </tr> </thead> <tbody> <tr> <td>Gaming</p><p><blockquote><tbody><tr><td>游戏</td></tr></tbody></blockquote></p><p></td> <td>$3.06 billion</p><p><blockquote><td>30.6亿美元</td></blockquote></p><p></td> <td>85%</p><p><blockquote><td>85%</td></blockquote></p><p></td> <td>11%</p><p><blockquote><td>11%</td></blockquote></p><p></td> </tr> <tr> <td>Data center</p><p><blockquote><tr><td>数据中心</td></tr></blockquote></p><p></td> <td>$2.37 billion</p><p><blockquote><td>23.7亿美元</td></blockquote></p><p></td> <td>35%</p><p><blockquote><td>35%</td></blockquote></p><p></td> <td>16%</p><p><blockquote><td>16%</td></blockquote></p><p></td> </tr> <tr> <td>Professional visualization</p><p><blockquote><tr><td>专业可视化</td></tr></blockquote></p><p></td> <td>$519 million</p><p><blockquote><td>5.19亿美元</td></blockquote></p><p></td> <td>156%</p><p><blockquote><td>156%</td></blockquote></p><p></td> <td>40%</p><p><blockquote><td>40%</td></blockquote></p><p></td> </tr> <tr> <td>Automotive</p><p><blockquote><tr><td>汽车的</td></tr></blockquote></p><p></td> <td>$152 million</p><p><blockquote><td>1.52亿美元</td></blockquote></p><p></td> <td>37%</p><p><blockquote><td>37%</td></blockquote></p><p></td> <td>(1%)</p><p><blockquote><td>(1%)</td></blockquote></p><p></td> </tr> <tr> <td>OEM and IP</p><p><blockquote><tr><td>OEM和IP</td></tr></blockquote></p><p></td> <td>$409 million</p><p><blockquote><td>4.09亿美元</td></blockquote></p><p></td> <td>180%</p><p><blockquote><td>180%</td></blockquote></p><p></td> <td>25%</p><p><blockquote><td>25%</td></blockquote></p><p></td> </tr> <tr> <td>Total</p><p><blockquote><tr><td>总的</td></tr></blockquote></p><p></td> <td>$6.51 billion</p><p><blockquote><td>65.1亿美元</td></blockquote></p><p></td> <td>68%</p><p><blockquote><td>68%</td></blockquote></p><p></td> <td>15%</p><p><blockquote><td>15%</td></blockquote></p><p></td> </tr> </tbody> </table> DATA SOURCE: NVIDIA. OEM AND IP = ORIGINAL EQUIPMENT MANUFACTURER AND INTELLECTUAL PROPERTY; NOT A TARGET MARKET PLATFORM. YOY = YEAR OVER YEAR. QOQ = QUARTER OVER QUARTER.</p><p><blockquote>数据来源:英伟达。OEM和IP=原始设备制造商和知识产权;不是目标市场平台。YOY=同比。QOQ=季度环比。</blockquote></p><p> Investors should focus on the performance of the two largest platforms: computer gaming and data center. Nvidia's overall results are driven by these two businesses. In the first and second quarters of this fiscal year, these two platforms together accounted for 85% and 83%, respectively, of the company's total revenue.</p><p><blockquote>投资者应重点关注电脑游戏和数据中心这两个最大平台的表现。英伟达的整体业绩是由这两项业务推动的。本财年第一季度和第二季度,这两个平台合计分别占公司总收入的85%和83%。</blockquote></p><p> In last quarter's CFO commentary, Colette Kress said \"the gaming platform's growth was driven by continued strong sales of the GeForce RTX 30 Series, based on the company's Ampere GPU [graphics processing unit] architecture,\" as I wrote at the time. \"She attributed the data center's year-over-year increase to the ramp-up of Ampere 'products into vertical industries and hyperscale customers.'\" Likewise, professional visualization's growth was driven by the ramp-up of Ampere GPUs, especially for desktop workstations.</p><p><blockquote>在上个季度的首席财务官评论中,Colette Kress表示,“游戏平台的增长是由基于该公司Ampere GPU(图形处理单元)架构的GeForce RTX 30系列的持续强劲销售推动的”,正如我当时所写的那样。“她将数据中心的同比增长归因于Ampere‘产品进入垂直行业和超大规模客户’的增加。”同样,Ampere GPU的增长也推动了专业可视化的增长,尤其是对于桌面工作站而言。</blockquote></p><p> Investors shouldn't pay too much attention to Nvidia's results in the OEM and IP categories. Last quarter's huge year-over-year increase was driven by the company's introduction earlier in the year of a product specifically for mining cryptocurrencies, aptly called the cryptocurrency mining processor (CMP). Last quarter, sales of this product were $266 million, or 4.1% of Nvidia's total revenue.</p><p><blockquote>投资者不应过多关注英伟达在OEM和IP类别的业绩。上季度同比大幅增长的推动因素是该公司今年早些时候推出了一款专门用于挖掘加密货币的产品,该产品被恰当地称为加密货币挖掘处理器(CMP)。上个季度,该产品的销售额为2.66亿美元,占英伟达总收入的4.1%。</blockquote></p><p></p><p> Nvidia's launch of the CMP was more defensive than offensive. Crypto miners had been scooping up the company's gaming cards, making it more difficult for gamers to get their hands on them. While it's great that Nvidia is making money from the crypto market, it's best to view this money as just icing on the cake. The crypto space is extremely volatile, so investors shouldn't count on seeing Nvidia's CMP sales grow rather linearly quarter after quarter.</p><p><blockquote>英伟达推出CMP的防御性大于进攻性。加密货币矿工一直在抢购该公司的游戏卡,这使得游戏玩家更难获得它们。虽然英伟达从加密货币市场赚钱很好,但最好将这笔钱视为锦上添花。加密货币领域波动极大,因此投资者不应指望看到Nvidia的CMP销售额逐季线性增长。</blockquote></p><p> Pending Arm acquisition</p><p><blockquote>待定Arm收购</blockquote></p><p> Investors can expect management to provide an update on the company's pending acquisition of leading mobile-chip designer Arm, owned by Japan's<b>SoftBank</b>. This $40 billion deal was announced in September 2020 and was originally expected to close by March 2022. But this timeline is looking shaky. Nvidia has run into some regulatory headwinds stemming from concerns about competition, as it competes with many of the big tech players that are Arm licensees.</p><p><blockquote>投资者可以期待管理层提供有关该公司即将收购日本领先移动芯片设计公司Arm的最新信息<b>软银</b>.这笔400亿美元的交易于2020年9月宣布,最初预计将于2022年3月完成。但是这个时间表看起来不稳定。由于对竞争的担忧,英伟达遇到了一些监管阻力,因为它与许多作为Arm授权商的大型科技公司竞争。</blockquote></p><p> It would be great if the deal goes through, but Nvidia doesn't need Arm for the company and its stock to continue to be long-term winners.</p><p><blockquote>如果交易成功,那就太好了,但英伟达并不需要Arm来让公司及其股票继续成为长期赢家。</blockquote></p><p> Guidance</p><p><blockquote>指导</blockquote></p><p> As always, the company's guidance, relative to Wall Street's expectations, should be a big factor in the market's reaction to Nvidia's upcoming report.</p><p><blockquote>与往常一样,相对于华尔街的预期,该公司的指引应该是市场对英伟达即将发布的报告反应的一个重要因素。</blockquote></p><p> For fiscal Q4, analysts are modeling for adjusted EPS of $1.08 on revenue of $6.81 billion, representing year-over-year growth of 40% and 36%, respectively.</p><p><blockquote>对于第四财季,分析师预测调整后每股收益为1.08美元,营收为68.1亿美元,同比分别增长40%和36%。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.fool.com/investing/2021/11/14/nvidia-earnings-what-to-watch-on-wednesday/\">Motley Fool</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://www.fool.com/investing/2021/11/14/nvidia-earnings-what-to-watch-on-wednesday/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1186426992","content_text":"Nvidia(NASDAQ:NVDA)is slated to report its third-quarter results for fiscal 2022 (essentially the August-through-October period) after the market close on Wednesday, Nov. 17.\nInvestors in the graphics chip specialist are probably feeling optimistic about the report. The company has beaten Wall Street's consensus earnings estimate in at least the past five consecutive quarters. Moreover, many investors are enthused about the company's potential to be one of the major players in the emerging metaverse, a \"highly immersive virtual world where people gather to socialize, play, and work,\" in the words of Merriam-Webster. Indeed, Nvidia has described its recently launched Omniverse as \"the 'plumbing' on which metaverses can be built.\"\nInvestors have been piling into Nvidia stock. In 2021, shares have returned 133% through Nov. 12. The S&P 500 index has returned 26.2% over this period.\nNvidia's key numbers\nHere are benchmarks to use to gauge the relative strength of the tech company's results.\n\n\n\nMetric\nFiscal Q3 2021 Result\nNvidia's Fiscal Q3 2022 Guidance\nWall Street's Fiscal Q3 2022 Consensus Estimate\nWall Street's Projected Growth\n\n\n\n\nRevenue\n$4.73 billion\n$6.80 billion\n$6.82 billion\n44%\n\n\nAdjusted earnings per share\n$0.73*\n$1.10**\n$1.11\n52%\n\n\n\nDATA SOURCES: NVIDIA AND YAHOO! FINANCE. FISCAL Q3 2022 ESSENTIALLY CORRESPONDS WITH THE AUGUST-THROUGH-OCTOBER PERIOD. *ADJUSTED TO REFLECT 4-FOR-1 STOCK SPLIT IN JULY, WHICH INCREASED SHARE COUNT BY A FACTOR OF FOUR. **CALCULATED BY THE AUTHOR BASED ON THE METRICS FOR WHICH MANAGEMENT PROVIDES GUIDANCE.\nFor context, infiscal Q2, Nvidia's revenue jumped 68% year over year (and 15% sequentially) to a record $6.51 billion. Growth was driven by record revenue in the gaming, data center, and professional visualization platforms. EPS on the basis of generally accepted accounting principles (GAAP) soared 276% year over year to $0.94, and adjusted EPS surged 89% to $1.04.\nWall Street had been expecting fiscal Q2 revenue and adjusted EPS of $6.33 billion and $1.02, respectively, so Nvidia exceeded both estimates.\nPlatform performance\nHere's how the platforms performed last quarter:\n\n\n\nPlatform\nFiscal Q2 2022 Revenue\nChange YOY\nChange QOQ\n\n\n\n\nGaming\n$3.06 billion\n85%\n11%\n\n\nData center\n$2.37 billion\n35%\n16%\n\n\nProfessional visualization\n$519 million\n156%\n40%\n\n\nAutomotive\n$152 million\n37%\n(1%)\n\n\nOEM and IP\n$409 million\n180%\n25%\n\n\nTotal\n$6.51 billion\n68%\n15%\n\n\n\nDATA SOURCE: NVIDIA. OEM AND IP = ORIGINAL EQUIPMENT MANUFACTURER AND INTELLECTUAL PROPERTY; NOT A TARGET MARKET PLATFORM. YOY = YEAR OVER YEAR. QOQ = QUARTER OVER QUARTER.\nInvestors should focus on the performance of the two largest platforms: computer gaming and data center. Nvidia's overall results are driven by these two businesses. In the first and second quarters of this fiscal year, these two platforms together accounted for 85% and 83%, respectively, of the company's total revenue.\nIn last quarter's CFO commentary, Colette Kress said \"the gaming platform's growth was driven by continued strong sales of the GeForce RTX 30 Series, based on the company's Ampere GPU [graphics processing unit] architecture,\" as I wrote at the time. \"She attributed the data center's year-over-year increase to the ramp-up of Ampere 'products into vertical industries and hyperscale customers.'\" Likewise, professional visualization's growth was driven by the ramp-up of Ampere GPUs, especially for desktop workstations.\nInvestors shouldn't pay too much attention to Nvidia's results in the OEM and IP categories. Last quarter's huge year-over-year increase was driven by the company's introduction earlier in the year of a product specifically for mining cryptocurrencies, aptly called the cryptocurrency mining processor (CMP). Last quarter, sales of this product were $266 million, or 4.1% of Nvidia's total revenue.\nNvidia's launch of the CMP was more defensive than offensive. Crypto miners had been scooping up the company's gaming cards, making it more difficult for gamers to get their hands on them. While it's great that Nvidia is making money from the crypto market, it's best to view this money as just icing on the cake. The crypto space is extremely volatile, so investors shouldn't count on seeing Nvidia's CMP sales grow rather linearly quarter after quarter.\nPending Arm acquisition\nInvestors can expect management to provide an update on the company's pending acquisition of leading mobile-chip designer Arm, owned by Japan'sSoftBank. This $40 billion deal was announced in September 2020 and was originally expected to close by March 2022. But this timeline is looking shaky. Nvidia has run into some regulatory headwinds stemming from concerns about competition, as it competes with many of the big tech players that are Arm licensees.\nIt would be great if the deal goes through, but Nvidia doesn't need Arm for the company and its stock to continue to be long-term winners.\nGuidance\nAs always, the company's guidance, relative to Wall Street's expectations, should be a big factor in the market's reaction to Nvidia's upcoming report.\nFor fiscal Q4, analysts are modeling for adjusted EPS of $1.08 on revenue of $6.81 billion, representing year-over-year growth of 40% and 36%, respectively.","news_type":1,"symbols_score_info":{"NVDA":0.9}},"isVote":1,"tweetType":1,"viewCount":3267,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":847689095,"gmtCreate":1636513029735,"gmtModify":1636513073918,"author":{"id":"4096803383946370","authorId":"4096803383946370","name":"KelKel","avatar":"https://static.tigerbbs.com/85866d92193bff7f58f01aa429f9698a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4096803383946370","authorIdStr":"4096803383946370"},"themes":[],"htmlText":"hmmm wonder if i shld?","listText":"hmmm wonder if i shld?","text":"hmmm wonder if i shld?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/847689095","repostId":"1179672442","repostType":2,"isVote":1,"tweetType":1,"viewCount":3018,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":847162168,"gmtCreate":1636502046145,"gmtModify":1636502046266,"author":{"id":"4096803383946370","authorId":"4096803383946370","name":"KelKel","avatar":"https://static.tigerbbs.com/85866d92193bff7f58f01aa429f9698a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4096803383946370","authorIdStr":"4096803383946370"},"themes":[],"htmlText":"wow ","listText":"wow ","text":"wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/847162168","repostId":"1127189501","repostType":2,"isVote":1,"tweetType":1,"viewCount":564,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":847027587,"gmtCreate":1636469261749,"gmtModify":1636469261911,"author":{"id":"4096803383946370","authorId":"4096803383946370","name":"KelKel","avatar":"https://static.tigerbbs.com/85866d92193bff7f58f01aa429f9698a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4096803383946370","authorIdStr":"4096803383946370"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/COHU\">$Cohu(COHU)$</a>Please let me continue feeling that i made the right choice. go go go!!!","listText":"<a href=\"https://laohu8.com/S/COHU\">$Cohu(COHU)$</a>Please let me continue feeling that i made the right choice. go go go!!!","text":"$Cohu(COHU)$Please let me continue feeling that i made the right choice. go go go!!!","images":[{"img":"https://static.tigerbbs.com/a17a64c26f16e832f49805d0479c1554","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/847027587","isVote":1,"tweetType":1,"viewCount":939,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":845821700,"gmtCreate":1636329815601,"gmtModify":1636329815715,"author":{"id":"4096803383946370","authorId":"4096803383946370","name":"KelKel","avatar":"https://static.tigerbbs.com/85866d92193bff7f58f01aa429f9698a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4096803383946370","authorIdStr":"4096803383946370"},"themes":[],"htmlText":"wow exciting month","listText":"wow exciting month","text":"wow exciting month","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/845821700","repostId":"2181238097","repostType":2,"isVote":1,"tweetType":1,"viewCount":626,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":846978252,"gmtCreate":1636043302911,"gmtModify":1636043344967,"author":{"id":"4096803383946370","authorId":"4096803383946370","name":"KelKel","avatar":"https://static.tigerbbs.com/85866d92193bff7f58f01aa429f9698a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4096803383946370","authorIdStr":"4096803383946370"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/INTC\">$Intel(INTC)$</a>🙏🙏🙏","listText":"<a href=\"https://laohu8.com/S/INTC\">$Intel(INTC)$</a>🙏🙏🙏","text":"$Intel(INTC)$🙏🙏🙏","images":[{"img":"https://static.tigerbbs.com/abe625fab656d041f2abf62bc4b1094f","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/846978252","isVote":1,"tweetType":1,"viewCount":531,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":854142923,"gmtCreate":1635430048525,"gmtModify":1635430136003,"author":{"id":"4096803383946370","authorId":"4096803383946370","name":"KelKel","avatar":"https://static.tigerbbs.com/85866d92193bff7f58f01aa429f9698a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4096803383946370","authorIdStr":"4096803383946370"},"themes":[],"htmlText":"😁1st start","listText":"😁1st start","text":"😁1st start","images":[{"img":"https://static.tigerbbs.com/324dcc1de02f1c2c6a51d17f6980938c","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/854142923","isVote":1,"tweetType":1,"viewCount":748,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":855795128,"gmtCreate":1635398809227,"gmtModify":1635402271451,"author":{"id":"4096803383946370","authorId":"4096803383946370","name":"KelKel","avatar":"https://static.tigerbbs.com/85866d92193bff7f58f01aa429f9698a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4096803383946370","authorIdStr":"4096803383946370"},"themes":[],"htmlText":"yeay to microsoft!!","listText":"yeay to microsoft!!","text":"yeay to microsoft!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/855795128","repostId":"2178237269","repostType":4,"isVote":1,"tweetType":1,"viewCount":509,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":853878634,"gmtCreate":1634793781548,"gmtModify":1634794135312,"author":{"id":"4096803383946370","authorId":"4096803383946370","name":"KelKel","avatar":"https://static.tigerbbs.com/85866d92193bff7f58f01aa429f9698a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4096803383946370","authorIdStr":"4096803383946370"},"themes":[],"htmlText":"cloud is definitely the future","listText":"cloud is definitely the future","text":"cloud is definitely the future","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/853878634","repostId":"1182684267","repostType":4,"repost":{"id":"1182684267","kind":"news","pubTimestamp":1634788845,"share":"https://www.laohu8.com/m/news/1182684267?lang=zh_CN&edition=full","pubTime":"2021-10-21 12:00","market":"us","language":"en","title":"Investing in the Cloud: Consider Cloudflare and Digital Ocean<blockquote>投资云:考虑Cloudflare和Digital Ocean</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1182684267","media":"TheStreet","summary":"Cloud-software growth stocks have been a bright spot in an uncertain market. Investors might look cl","content":"<p>Cloud-software growth stocks have been a bright spot in an uncertain market. Investors might look closely at Cloudflare and Digital Ocean.</p><p><blockquote>云软件成长型股票一直是不确定市场中的一个亮点。投资者可能会密切关注Cloudflare和Digital Ocean。</blockquote></p><p> Cloud-software growth stocks have been a bright spot in an uncertain market.</p><p><blockquote>云软件成长型股票一直是不确定市场中的一个亮点。</blockquote></p><p> Two in particular -- Cloudflare and DigitalOcean -- continue to attract buyers and could be in for even more upside.</p><p><blockquote>尤其是Cloudflare和DigitalOcean这两个公司继续吸引买家,并且可能会有更大的上涨空间。</blockquote></p><p> Given secular growth trends like businesses moving their workloads to the cloud and increasing demand for edge computing, cloud computing could be one of the tech sector's most lucrative areas during the next decade,</p><p><blockquote>鉴于企业将工作负载转移到云以及对边缘计算需求不断增加等长期增长趋势,云计算可能是未来十年科技行业最赚钱的领域之一,</blockquote></p><p> There’s a lot for investors to like about Cloudflare and DigitalOcean. Let’s take a deeper look at what makes them stand out.</p><p><blockquote>投资者喜欢Cloudflare和DigitalOcean的很多地方。让我们更深入地了解是什么让它们脱颖而出。</blockquote></p><p> <b>Cloudflare</b></p><p><blockquote><b>Cloudflare</b></blockquote></p><p> After a late September decline, the stock of Cloudflare, which might just be the market leader in the cloud software space, has essentially gone parabolic.</p><p><blockquote>经过9月下旬的下跌后,Cloudflare的股价(可能只是云软件领域的市场领导者)基本上已经呈抛物线状。</blockquote></p><p> The San Francisco company, a global cloud-services provider offering products that can strengthen network security and improve the performance of internet applications, has delivered revenue at a compounded annual growth rate of 50% from fiscal 2016 through fiscal 2020.</p><p><blockquote>这家总部位于旧金山的公司是一家全球云服务提供商,提供可以加强网络安全和提高互联网应用程序性能的产品,从2016财年到2020财年,其收入的复合年增长率为50%。</blockquote></p><p> What really helps Cloudflare stand out in the crowded software growth space is how the company uses edge computing.</p><p><blockquote>真正帮助Cloudflare在拥挤的软件增长领域脱颖而出的是该公司如何使用边缘计算。</blockquote></p><p> Cloudflare defines this as “a networking philosophy focused on bringing computing as close to the source of data as possible in order to reduce latency and bandwidth use.</p><p><blockquote>Cloudflare将其定义为“一种网络理念,专注于使计算尽可能靠近数据源,以减少延迟和带宽使用。</blockquote></p><p> \"In simpler terms, edge computing means running fewer processes in the cloud and moving those processes to local places, such as on a user’s computer, an [internet of things] device, or an edge server.”</p><p><blockquote>“简单来说,边缘计算意味着在云中运行更少的进程,并将这些进程移动到本地,例如在用户的计算机、[物联网]设备或边缘服务器上。”</blockquote></p><p> Companies can take advantage of Cloudflare’s products and services without having to add any new hardware or update code. That means it’s one of the most convenient ways to instantly improve the performance of their internet applications.</p><p><blockquote>公司无需添加任何新硬件或更新代码即可利用Cloudflare的产品和服务。这意味着这是立即提高互联网应用程序性能的最便捷方法之一。</blockquote></p><p> Websites powered by Cloudflare have all web traffic sent through the company’s intelligent global network. The company claims to block an average of 87 billion cyber threats each day.</p><p><blockquote>由Cloudflare提供支持的网站的所有web流量都通过该公司的智能全球网络发送。该公司声称平均每天阻止870亿次网络威胁。</blockquote></p><p> About a fifth (19%) of the Fortune 1000 are currently using Cloudflare to power their internet requests.</p><p><blockquote>大约五分之一(19%)的财富1000强企业目前正在使用Cloudflare来支持他们的互联网请求。</blockquote></p><p> While the company is still working toward profitability, the recent price action tells investors that institutional investors are scooping up the shares.</p><p><blockquote>虽然该公司仍在努力实现盈利,但最近的价格走势告诉投资者,机构投资者正在买入股票。</blockquote></p><p> The stock has more than doubled this year and leaped 60% this month. Cloudflare rose 7.8% on Monday after it unveiled a collaboration with Microsoft and other search-engine providers to provide more timely and relevant search results.</p><p><blockquote>该股今年上涨了一倍多,本月上涨了60%。Cloudflare周一上涨7.8%,此前该公司宣布与微软和其他搜索引擎提供商合作,提供更及时、更相关的搜索结果。</blockquote></p><p> After the rally, investors interested in adding exposure to one of the top cloud software names should keep an eye on Cloudflare for pullbacks or consolidation.</p><p><blockquote>反弹后,有兴趣增加对顶级云软件公司之一的投资的投资者应密切关注Cloudflare的回调或整合。</blockquote></p><p> <b>DigitalOcean</b></p><p><blockquote><b>数字海洋</b></blockquote></p><p> Digital Ocean is another cloud software stock that's more than doubled -- this time since making its public debut in April.</p><p><blockquote>Digital Ocean是另一只自4月份首次公开亮相以来股价上涨了一倍多的云软件股票。</blockquote></p><p> The New York company has a rapidly growing customer base in a niche area of the cloud industry.</p><p><blockquote>这家纽约公司在云行业的利基领域拥有快速增长的客户群。</blockquote></p><p> Unlike massive cloud platform providers like Amazon Web Services and Microsoft Azure, DigitalOcean focuses on providing infrastructure and platform tools for small and medium-sized businesses, an underserved area of the market.</p><p><blockquote>与Amazon Web Services和微软Azure等大型云平台提供商不同,DigitalOcean专注于为中小型企业提供基础设施和平台工具,这是市场上服务不足的领域。</blockquote></p><p> These smaller companies don’t necessarily need all the expensive and complicated bells and whistles the larger providers offer.</p><p><blockquote>这些较小的公司不一定需要较大供应商提供的所有昂贵而复杂的花哨功能。</blockquote></p><p> Digital Ocean instead offers simplified cloud-based products -- including droplets, databases and app platforms -- at reasonable and transparent prices, which are a huge draw for almost any business today.</p><p><blockquote>相反,Digital Ocean以合理透明的价格提供简化的基于云的产品,包括droplets、数据库和应用平台,这对当今几乎所有企业都具有巨大的吸引力。</blockquote></p><p> In Q2, DigitalOcean surpassed 600,000 total customers, up 9% year over year. Companies are sticking with Digital Ocean's offerings, given that the company’s net dollar retention rate more than doubled (up 113%) during the second quarter.</p><p><blockquote>第二季度,DigitalOcean的客户总数超过60万,同比增长9%。鉴于该公司第二季度的净美元保留率增加了一倍多(增长113%),公司仍坚持使用Digital Ocean的产品。</blockquote></p><p> Also worth noting: DigitalOcean's revenue growth is accelerating while its net losses are narrowing.</p><p><blockquote>另外值得注意的是:DigitalOcean的收入增长正在加速,而净亏损正在收窄。</blockquote></p><p> With annual recurring revenue growing 25% or more over the past four quarters and recently boosted full-year guidance, investors would do well to research and review DigitalOcean.</p><p><blockquote>随着过去四个季度的年度经常性收入增长25%或更多,并且最近提高了全年指引,投资者最好研究和审查DigitalOcean。</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>Investing in the Cloud: Consider Cloudflare and Digital Ocean<blockquote>投资云:考虑Cloudflare和Digital Ocean</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\">\nInvesting in the Cloud: Consider Cloudflare and Digital Ocean<blockquote>投资云:考虑Cloudflare和Digital Ocean</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">TheStreet</strong><span class=\"h-time small\">2021-10-21 12:00</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Cloud-software growth stocks have been a bright spot in an uncertain market. Investors might look closely at Cloudflare and Digital Ocean.</p><p><blockquote>云软件成长型股票一直是不确定市场中的一个亮点。投资者可能会密切关注Cloudflare和Digital Ocean。</blockquote></p><p> Cloud-software growth stocks have been a bright spot in an uncertain market.</p><p><blockquote>云软件成长型股票一直是不确定市场中的一个亮点。</blockquote></p><p> Two in particular -- Cloudflare and DigitalOcean -- continue to attract buyers and could be in for even more upside.</p><p><blockquote>尤其是Cloudflare和DigitalOcean这两个公司继续吸引买家,并且可能会有更大的上涨空间。</blockquote></p><p> Given secular growth trends like businesses moving their workloads to the cloud and increasing demand for edge computing, cloud computing could be one of the tech sector's most lucrative areas during the next decade,</p><p><blockquote>鉴于企业将工作负载转移到云以及对边缘计算需求不断增加等长期增长趋势,云计算可能是未来十年科技行业最赚钱的领域之一,</blockquote></p><p> There’s a lot for investors to like about Cloudflare and DigitalOcean. Let’s take a deeper look at what makes them stand out.</p><p><blockquote>投资者喜欢Cloudflare和DigitalOcean的很多地方。让我们更深入地了解是什么让它们脱颖而出。</blockquote></p><p> <b>Cloudflare</b></p><p><blockquote><b>Cloudflare</b></blockquote></p><p> After a late September decline, the stock of Cloudflare, which might just be the market leader in the cloud software space, has essentially gone parabolic.</p><p><blockquote>经过9月下旬的下跌后,Cloudflare的股价(可能只是云软件领域的市场领导者)基本上已经呈抛物线状。</blockquote></p><p> The San Francisco company, a global cloud-services provider offering products that can strengthen network security and improve the performance of internet applications, has delivered revenue at a compounded annual growth rate of 50% from fiscal 2016 through fiscal 2020.</p><p><blockquote>这家总部位于旧金山的公司是一家全球云服务提供商,提供可以加强网络安全和提高互联网应用程序性能的产品,从2016财年到2020财年,其收入的复合年增长率为50%。</blockquote></p><p> What really helps Cloudflare stand out in the crowded software growth space is how the company uses edge computing.</p><p><blockquote>真正帮助Cloudflare在拥挤的软件增长领域脱颖而出的是该公司如何使用边缘计算。</blockquote></p><p> Cloudflare defines this as “a networking philosophy focused on bringing computing as close to the source of data as possible in order to reduce latency and bandwidth use.</p><p><blockquote>Cloudflare将其定义为“一种网络理念,专注于使计算尽可能靠近数据源,以减少延迟和带宽使用。</blockquote></p><p> \"In simpler terms, edge computing means running fewer processes in the cloud and moving those processes to local places, such as on a user’s computer, an [internet of things] device, or an edge server.”</p><p><blockquote>“简单来说,边缘计算意味着在云中运行更少的进程,并将这些进程移动到本地,例如在用户的计算机、[物联网]设备或边缘服务器上。”</blockquote></p><p> Companies can take advantage of Cloudflare’s products and services without having to add any new hardware or update code. That means it’s one of the most convenient ways to instantly improve the performance of their internet applications.</p><p><blockquote>公司无需添加任何新硬件或更新代码即可利用Cloudflare的产品和服务。这意味着这是立即提高互联网应用程序性能的最便捷方法之一。</blockquote></p><p> Websites powered by Cloudflare have all web traffic sent through the company’s intelligent global network. The company claims to block an average of 87 billion cyber threats each day.</p><p><blockquote>由Cloudflare提供支持的网站的所有web流量都通过该公司的智能全球网络发送。该公司声称平均每天阻止870亿次网络威胁。</blockquote></p><p> About a fifth (19%) of the Fortune 1000 are currently using Cloudflare to power their internet requests.</p><p><blockquote>大约五分之一(19%)的财富1000强企业目前正在使用Cloudflare来支持他们的互联网请求。</blockquote></p><p> While the company is still working toward profitability, the recent price action tells investors that institutional investors are scooping up the shares.</p><p><blockquote>虽然该公司仍在努力实现盈利,但最近的价格走势告诉投资者,机构投资者正在买入股票。</blockquote></p><p> The stock has more than doubled this year and leaped 60% this month. Cloudflare rose 7.8% on Monday after it unveiled a collaboration with Microsoft and other search-engine providers to provide more timely and relevant search results.</p><p><blockquote>该股今年上涨了一倍多,本月上涨了60%。Cloudflare周一上涨7.8%,此前该公司宣布与微软和其他搜索引擎提供商合作,提供更及时、更相关的搜索结果。</blockquote></p><p> After the rally, investors interested in adding exposure to one of the top cloud software names should keep an eye on Cloudflare for pullbacks or consolidation.</p><p><blockquote>反弹后,有兴趣增加对顶级云软件公司之一的投资的投资者应密切关注Cloudflare的回调或整合。</blockquote></p><p> <b>DigitalOcean</b></p><p><blockquote><b>数字海洋</b></blockquote></p><p> Digital Ocean is another cloud software stock that's more than doubled -- this time since making its public debut in April.</p><p><blockquote>Digital Ocean是另一只自4月份首次公开亮相以来股价上涨了一倍多的云软件股票。</blockquote></p><p> The New York company has a rapidly growing customer base in a niche area of the cloud industry.</p><p><blockquote>这家纽约公司在云行业的利基领域拥有快速增长的客户群。</blockquote></p><p> Unlike massive cloud platform providers like Amazon Web Services and Microsoft Azure, DigitalOcean focuses on providing infrastructure and platform tools for small and medium-sized businesses, an underserved area of the market.</p><p><blockquote>与Amazon Web Services和微软Azure等大型云平台提供商不同,DigitalOcean专注于为中小型企业提供基础设施和平台工具,这是市场上服务不足的领域。</blockquote></p><p> These smaller companies don’t necessarily need all the expensive and complicated bells and whistles the larger providers offer.</p><p><blockquote>这些较小的公司不一定需要较大供应商提供的所有昂贵而复杂的花哨功能。</blockquote></p><p> Digital Ocean instead offers simplified cloud-based products -- including droplets, databases and app platforms -- at reasonable and transparent prices, which are a huge draw for almost any business today.</p><p><blockquote>相反,Digital Ocean以合理透明的价格提供简化的基于云的产品,包括droplets、数据库和应用平台,这对当今几乎所有企业都具有巨大的吸引力。</blockquote></p><p> In Q2, DigitalOcean surpassed 600,000 total customers, up 9% year over year. Companies are sticking with Digital Ocean's offerings, given that the company’s net dollar retention rate more than doubled (up 113%) during the second quarter.</p><p><blockquote>第二季度,DigitalOcean的客户总数超过60万,同比增长9%。鉴于该公司第二季度的净美元保留率增加了一倍多(增长113%),公司仍坚持使用Digital Ocean的产品。</blockquote></p><p> Also worth noting: DigitalOcean's revenue growth is accelerating while its net losses are narrowing.</p><p><blockquote>另外值得注意的是:DigitalOcean的收入增长正在加速,而净亏损正在收窄。</blockquote></p><p> With annual recurring revenue growing 25% or more over the past four quarters and recently boosted full-year guidance, investors would do well to research and review DigitalOcean.</p><p><blockquote>随着过去四个季度的年度经常性收入增长25%或更多,并且最近提高了全年指引,投资者最好研究和审查DigitalOcean。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.thestreet.com/investing/investing-in-the-cloud-consider-cloudflare-digitalocean\">TheStreet</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":{"NET":"Cloudflare, Inc.","DOCN":"DigitalOcean Holdings, Inc."},"source_url":"https://www.thestreet.com/investing/investing-in-the-cloud-consider-cloudflare-digitalocean","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1182684267","content_text":"Cloud-software growth stocks have been a bright spot in an uncertain market. Investors might look closely at Cloudflare and Digital Ocean.\nCloud-software growth stocks have been a bright spot in an uncertain market.\nTwo in particular -- Cloudflare and DigitalOcean -- continue to attract buyers and could be in for even more upside.\nGiven secular growth trends like businesses moving their workloads to the cloud and increasing demand for edge computing, cloud computing could be one of the tech sector's most lucrative areas during the next decade,\nThere’s a lot for investors to like about Cloudflare and DigitalOcean. Let’s take a deeper look at what makes them stand out.\nCloudflare\nAfter a late September decline, the stock of Cloudflare, which might just be the market leader in the cloud software space, has essentially gone parabolic.\nThe San Francisco company, a global cloud-services provider offering products that can strengthen network security and improve the performance of internet applications, has delivered revenue at a compounded annual growth rate of 50% from fiscal 2016 through fiscal 2020.\nWhat really helps Cloudflare stand out in the crowded software growth space is how the company uses edge computing.\nCloudflare defines this as “a networking philosophy focused on bringing computing as close to the source of data as possible in order to reduce latency and bandwidth use.\n\"In simpler terms, edge computing means running fewer processes in the cloud and moving those processes to local places, such as on a user’s computer, an [internet of things] device, or an edge server.”\nCompanies can take advantage of Cloudflare’s products and services without having to add any new hardware or update code. That means it’s one of the most convenient ways to instantly improve the performance of their internet applications.\nWebsites powered by Cloudflare have all web traffic sent through the company’s intelligent global network. The company claims to block an average of 87 billion cyber threats each day.\nAbout a fifth (19%) of the Fortune 1000 are currently using Cloudflare to power their internet requests.\nWhile the company is still working toward profitability, the recent price action tells investors that institutional investors are scooping up the shares.\nThe stock has more than doubled this year and leaped 60% this month. Cloudflare rose 7.8% on Monday after it unveiled a collaboration with Microsoft and other search-engine providers to provide more timely and relevant search results.\nAfter the rally, investors interested in adding exposure to one of the top cloud software names should keep an eye on Cloudflare for pullbacks or consolidation.\nDigitalOcean\nDigital Ocean is another cloud software stock that's more than doubled -- this time since making its public debut in April.\nThe New York company has a rapidly growing customer base in a niche area of the cloud industry.\nUnlike massive cloud platform providers like Amazon Web Services and Microsoft Azure, DigitalOcean focuses on providing infrastructure and platform tools for small and medium-sized businesses, an underserved area of the market.\nThese smaller companies don’t necessarily need all the expensive and complicated bells and whistles the larger providers offer.\nDigital Ocean instead offers simplified cloud-based products -- including droplets, databases and app platforms -- at reasonable and transparent prices, which are a huge draw for almost any business today.\nIn Q2, DigitalOcean surpassed 600,000 total customers, up 9% year over year. Companies are sticking with Digital Ocean's offerings, given that the company’s net dollar retention rate more than doubled (up 113%) during the second quarter.\nAlso worth noting: DigitalOcean's revenue growth is accelerating while its net losses are narrowing.\nWith annual recurring revenue growing 25% or more over the past four quarters and recently boosted full-year guidance, investors would do well to research and review DigitalOcean.","news_type":1,"symbols_score_info":{"DOCN":0.9,"NET":0.9}},"isVote":1,"tweetType":1,"viewCount":710,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":845821700,"gmtCreate":1636329815601,"gmtModify":1636329815715,"author":{"id":"4096803383946370","authorId":"4096803383946370","name":"KelKel","avatar":"https://static.tigerbbs.com/85866d92193bff7f58f01aa429f9698a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4096803383946370","idStr":"4096803383946370"},"themes":[],"htmlText":"wow exciting month","listText":"wow exciting month","text":"wow exciting month","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/845821700","repostId":"2181238097","repostType":2,"isVote":1,"tweetType":1,"viewCount":626,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":699799121,"gmtCreate":1639888249171,"gmtModify":1639888249283,"author":{"id":"4096803383946370","authorId":"4096803383946370","name":"KelKel","avatar":"https://static.tigerbbs.com/85866d92193bff7f58f01aa429f9698a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4096803383946370","idStr":"4096803383946370"},"themes":[],"htmlText":"insights","listText":"insights","text":"insights","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/699799121","repostId":"2192903795","repostType":2,"isVote":1,"tweetType":1,"viewCount":2516,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":873259368,"gmtCreate":1636951167487,"gmtModify":1636951167537,"author":{"id":"4096803383946370","authorId":"4096803383946370","name":"KelKel","avatar":"https://static.tigerbbs.com/85866d92193bff7f58f01aa429f9698a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4096803383946370","idStr":"4096803383946370"},"themes":[],"htmlText":"biggest regret i didnt enter at 200+","listText":"biggest regret i didnt enter at 200+","text":"biggest regret i didnt enter at 200+","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/873259368","repostId":"1186426992","repostType":2,"repost":{"id":"1186426992","kind":"news","pubTimestamp":1636944636,"share":"https://www.laohu8.com/m/news/1186426992?lang=zh_CN&edition=full","pubTime":"2021-11-15 10:50","market":"us","language":"en","title":"Nvidia Earnings: What to Watch on Wednesday<blockquote>英伟达财报:周三看点</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1186426992","media":"Motley Fool","summary":"Nvidiais slated to report its third-quarter results for fiscal 2022 after the market close on Wednesday, Nov. 17.Investors in the graphics chip specialist are probably feeling optimistic about the report. The company has beaten Wall Street's consensus earnings estimate in at least the past five consecutive quarters. Moreover, many investors are enthused about the company's potential to be one of the major players in the emerging metaverse, a \"highly immersive virtual world where people gather t","content":"<p><b>Nvidia</b>(NASDAQ:NVDA)is slated to report its third-quarter results for fiscal 2022 (essentially the August-through-October period) after the market close on Wednesday, Nov. 17.</p><p><blockquote><b>英伟达</b>(纳斯达克股票代码:NVDA)定于11月17日星期三收盘后公布2022财年第三季度业绩(基本上是8月至10月期间)。</blockquote></p><p> Investors in the graphics chip specialist are probably feeling optimistic about the report. The company has beaten Wall Street's consensus earnings estimate in at least the past five consecutive quarters. Moreover, many investors are enthused about the company's potential to be one of the major players in the emerging metaverse, a \"highly immersive virtual world where people gather to socialize, play, and work,\" in the words of Merriam-Webster. Indeed, Nvidia has described its recently launched Omniverse as \"the 'plumbing' on which metaverses can be built.\"</p><p><blockquote>这家图形芯片专家的投资者可能对该报告感到乐观。该公司至少在过去连续五个季度超出了华尔街的普遍盈利预期。此外,许多投资者对该公司成为新兴元宇宙主要参与者之一的潜力充满热情,用韦氏词典的话说,这是一个“人们聚集在一起社交、玩耍和工作的高度沉浸式虚拟世界”。事实上,英伟达将其最近推出的Omniverse描述为“可以构建元宇宙的‘管道’”。</blockquote></p><p> Investors have been piling into Nvidia stock. In 2021, shares have returned 133% through Nov. 12. The <b>S&P 500</b> index has returned 26.2% over this period.</p><p><blockquote>投资者一直在涌入英伟达股票。截至11月12日,2021年股价回报率为133%。The<b>标普500</b>该指数在此期间的回报率为26.2%。</blockquote></p><p> Nvidia's key numbers</p><p><blockquote>英伟达的关键数据</blockquote></p><p> Here are benchmarks to use to gauge the relative strength of the tech company's results.</p><p><blockquote>以下是用于衡量科技公司业绩相对实力的基准。</blockquote></p><p> <table> <thead> <tr> <th>Metric</p><p><blockquote><table><thead><tr><th>公制</th></tr></thead></table></blockquote></p><p></th> <th>Fiscal Q3 2021 Result</p><p><blockquote><th>2021财年第三季度业绩</th></blockquote></p><p></th> <th>Nvidia's Fiscal Q3 2022 Guidance</p><p><blockquote><th>NVIDIA 2022年第三季度财报指引</th></blockquote></p><p></th> <th>Wall Street's Fiscal Q3 2022 Consensus Estimate</p><p><blockquote><th>华尔街对2022财年第三季度的普遍预期</th></blockquote></p><p></th> <th>Wall Street's Projected Growth</p><p><blockquote><th>华尔街的预计增长</th></blockquote></p><p></th> </tr> </thead> <tbody> <tr> <td>Revenue</p><p><blockquote><tbody><tr><td>收入</td></tr></tbody></blockquote></p><p></td> <td>$4.73 billion</p><p><blockquote><td>47.3亿美元</td></blockquote></p><p></td> <td>$6.80 billion</p><p><blockquote><td>68亿美元</td></blockquote></p><p></td> <td>$6.82 billion</p><p><blockquote><td>68.2亿美元</td></blockquote></p><p></td> <td>44%</p><p><blockquote><td>44%</td></blockquote></p><p></td> </tr> <tr> <td>Adjusted earnings per share</p><p><blockquote><tr><td>调整后每股收益</td></tr></blockquote></p><p></td> <td>$0.73*</p><p><blockquote><td>$0.73*</td></blockquote></p><p></td> <td>$1.10**</p><p><blockquote><td>$1.10**</td></blockquote></p><p></td> <td>$1.11</p><p><blockquote><td>$1.11</td></blockquote></p><p></td> <td>52%</p><p><blockquote><td>52%</td></blockquote></p><p></td> </tr> </tbody> </table> DATA SOURCES: NVIDIA AND YAHOO! FINANCE. FISCAL Q3 2022 ESSENTIALLY CORRESPONDS WITH THE AUGUST-THROUGH-OCTOBER PERIOD. *ADJUSTED TO REFLECT 4-FOR-1 STOCK SPLIT IN JULY, WHICH INCREASED SHARE COUNT BY A FACTOR OF FOUR. **CALCULATED BY THE AUTHOR BASED ON THE METRICS FOR WHICH MANAGEMENT PROVIDES GUIDANCE.</p><p><blockquote>数据来源:英伟达和雅虎!金融。2022财年第三季度基本上与8月至10月期间相对应。*调整以反映7月份的4比1股票分割,该分割使股票数量增加了四倍。**由作者根据管理层提供指导的指标计算。</blockquote></p><p> For context, infiscal Q2, Nvidia's revenue jumped 68% year over year (and 15% sequentially) to a record $6.51 billion. Growth was driven by record revenue in the gaming, data center, and professional visualization platforms. EPS on the basis of generally accepted accounting principles (GAAP) soared 276% year over year to $0.94, and adjusted EPS surged 89% to $1.04.</p><p><blockquote>就背景而言,在第二季度,Nvidia的收入同比增长68%(环比增长15%),达到创纪录的65.1亿美元。增长是由游戏、数据中心和专业可视化平台创纪录的收入推动的。基于公认会计原则(GAAP)的每股收益同比飙升276%至0.94美元,调整后每股收益飙升89%至1.04美元。</blockquote></p><p> Wall Street had been expecting fiscal Q2 revenue and adjusted EPS of $6.33 billion and $1.02, respectively, so Nvidia exceeded both estimates.</p><p><blockquote>华尔街此前预计第二财季营收和调整后每股收益分别为63.3亿美元和1.02美元,因此英伟达超出了这两项预期。</blockquote></p><p> Platform performance</p><p><blockquote>平台性能</blockquote></p><p> Here's how the platforms performed last quarter:</p><p><blockquote>以下是这些平台上季度的表现:</blockquote></p><p> <table> <thead> <tr> <th>Platform</p><p><blockquote><table><thead><tr><th>平台</th></tr></thead></table></blockquote></p><p></th> <th>Fiscal Q2 2022 Revenue</p><p><blockquote><th>2022财年第二季度收入</th></blockquote></p><p></th> <th>Change YOY</p><p><blockquote><th>同比变化</th></blockquote></p><p></th> <th>Change QOQ</p><p><blockquote><th>环比变化</th></blockquote></p><p></th> </tr> </thead> <tbody> <tr> <td>Gaming</p><p><blockquote><tbody><tr><td>游戏</td></tr></tbody></blockquote></p><p></td> <td>$3.06 billion</p><p><blockquote><td>30.6亿美元</td></blockquote></p><p></td> <td>85%</p><p><blockquote><td>85%</td></blockquote></p><p></td> <td>11%</p><p><blockquote><td>11%</td></blockquote></p><p></td> </tr> <tr> <td>Data center</p><p><blockquote><tr><td>数据中心</td></tr></blockquote></p><p></td> <td>$2.37 billion</p><p><blockquote><td>23.7亿美元</td></blockquote></p><p></td> <td>35%</p><p><blockquote><td>35%</td></blockquote></p><p></td> <td>16%</p><p><blockquote><td>16%</td></blockquote></p><p></td> </tr> <tr> <td>Professional visualization</p><p><blockquote><tr><td>专业可视化</td></tr></blockquote></p><p></td> <td>$519 million</p><p><blockquote><td>5.19亿美元</td></blockquote></p><p></td> <td>156%</p><p><blockquote><td>156%</td></blockquote></p><p></td> <td>40%</p><p><blockquote><td>40%</td></blockquote></p><p></td> </tr> <tr> <td>Automotive</p><p><blockquote><tr><td>汽车的</td></tr></blockquote></p><p></td> <td>$152 million</p><p><blockquote><td>1.52亿美元</td></blockquote></p><p></td> <td>37%</p><p><blockquote><td>37%</td></blockquote></p><p></td> <td>(1%)</p><p><blockquote><td>(1%)</td></blockquote></p><p></td> </tr> <tr> <td>OEM and IP</p><p><blockquote><tr><td>OEM和IP</td></tr></blockquote></p><p></td> <td>$409 million</p><p><blockquote><td>4.09亿美元</td></blockquote></p><p></td> <td>180%</p><p><blockquote><td>180%</td></blockquote></p><p></td> <td>25%</p><p><blockquote><td>25%</td></blockquote></p><p></td> </tr> <tr> <td>Total</p><p><blockquote><tr><td>总的</td></tr></blockquote></p><p></td> <td>$6.51 billion</p><p><blockquote><td>65.1亿美元</td></blockquote></p><p></td> <td>68%</p><p><blockquote><td>68%</td></blockquote></p><p></td> <td>15%</p><p><blockquote><td>15%</td></blockquote></p><p></td> </tr> </tbody> </table> DATA SOURCE: NVIDIA. OEM AND IP = ORIGINAL EQUIPMENT MANUFACTURER AND INTELLECTUAL PROPERTY; NOT A TARGET MARKET PLATFORM. YOY = YEAR OVER YEAR. QOQ = QUARTER OVER QUARTER.</p><p><blockquote>数据来源:英伟达。OEM和IP=原始设备制造商和知识产权;不是目标市场平台。YOY=同比。QOQ=季度环比。</blockquote></p><p> Investors should focus on the performance of the two largest platforms: computer gaming and data center. Nvidia's overall results are driven by these two businesses. In the first and second quarters of this fiscal year, these two platforms together accounted for 85% and 83%, respectively, of the company's total revenue.</p><p><blockquote>投资者应重点关注电脑游戏和数据中心这两个最大平台的表现。英伟达的整体业绩是由这两项业务推动的。本财年第一季度和第二季度,这两个平台合计分别占公司总收入的85%和83%。</blockquote></p><p> In last quarter's CFO commentary, Colette Kress said \"the gaming platform's growth was driven by continued strong sales of the GeForce RTX 30 Series, based on the company's Ampere GPU [graphics processing unit] architecture,\" as I wrote at the time. \"She attributed the data center's year-over-year increase to the ramp-up of Ampere 'products into vertical industries and hyperscale customers.'\" Likewise, professional visualization's growth was driven by the ramp-up of Ampere GPUs, especially for desktop workstations.</p><p><blockquote>在上个季度的首席财务官评论中,Colette Kress表示,“游戏平台的增长是由基于该公司Ampere GPU(图形处理单元)架构的GeForce RTX 30系列的持续强劲销售推动的”,正如我当时所写的那样。“她将数据中心的同比增长归因于Ampere‘产品进入垂直行业和超大规模客户’的增加。”同样,Ampere GPU的增长也推动了专业可视化的增长,尤其是对于桌面工作站而言。</blockquote></p><p> Investors shouldn't pay too much attention to Nvidia's results in the OEM and IP categories. Last quarter's huge year-over-year increase was driven by the company's introduction earlier in the year of a product specifically for mining cryptocurrencies, aptly called the cryptocurrency mining processor (CMP). Last quarter, sales of this product were $266 million, or 4.1% of Nvidia's total revenue.</p><p><blockquote>投资者不应过多关注英伟达在OEM和IP类别的业绩。上季度同比大幅增长的推动因素是该公司今年早些时候推出了一款专门用于挖掘加密货币的产品,该产品被恰当地称为加密货币挖掘处理器(CMP)。上个季度,该产品的销售额为2.66亿美元,占英伟达总收入的4.1%。</blockquote></p><p></p><p> Nvidia's launch of the CMP was more defensive than offensive. Crypto miners had been scooping up the company's gaming cards, making it more difficult for gamers to get their hands on them. While it's great that Nvidia is making money from the crypto market, it's best to view this money as just icing on the cake. The crypto space is extremely volatile, so investors shouldn't count on seeing Nvidia's CMP sales grow rather linearly quarter after quarter.</p><p><blockquote>英伟达推出CMP的防御性大于进攻性。加密货币矿工一直在抢购该公司的游戏卡,这使得游戏玩家更难获得它们。虽然英伟达从加密货币市场赚钱很好,但最好将这笔钱视为锦上添花。加密货币领域波动极大,因此投资者不应指望看到Nvidia的CMP销售额逐季线性增长。</blockquote></p><p> Pending Arm acquisition</p><p><blockquote>待定Arm收购</blockquote></p><p> Investors can expect management to provide an update on the company's pending acquisition of leading mobile-chip designer Arm, owned by Japan's<b>SoftBank</b>. This $40 billion deal was announced in September 2020 and was originally expected to close by March 2022. But this timeline is looking shaky. Nvidia has run into some regulatory headwinds stemming from concerns about competition, as it competes with many of the big tech players that are Arm licensees.</p><p><blockquote>投资者可以期待管理层提供有关该公司即将收购日本领先移动芯片设计公司Arm的最新信息<b>软银</b>.这笔400亿美元的交易于2020年9月宣布,最初预计将于2022年3月完成。但是这个时间表看起来不稳定。由于对竞争的担忧,英伟达遇到了一些监管阻力,因为它与许多作为Arm授权商的大型科技公司竞争。</blockquote></p><p> It would be great if the deal goes through, but Nvidia doesn't need Arm for the company and its stock to continue to be long-term winners.</p><p><blockquote>如果交易成功,那就太好了,但英伟达并不需要Arm来让公司及其股票继续成为长期赢家。</blockquote></p><p> Guidance</p><p><blockquote>指导</blockquote></p><p> As always, the company's guidance, relative to Wall Street's expectations, should be a big factor in the market's reaction to Nvidia's upcoming report.</p><p><blockquote>与往常一样,相对于华尔街的预期,该公司的指引应该是市场对英伟达即将发布的报告反应的一个重要因素。</blockquote></p><p> For fiscal Q4, analysts are modeling for adjusted EPS of $1.08 on revenue of $6.81 billion, representing year-over-year growth of 40% and 36%, respectively.</p><p><blockquote>对于第四财季,分析师预测调整后每股收益为1.08美元,营收为68.1亿美元,同比分别增长40%和36%。</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>Nvidia Earnings: What to Watch on Wednesday<blockquote>英伟达财报:周三看点</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\">\nNvidia Earnings: What to Watch on Wednesday<blockquote>英伟达财报:周三看点</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Motley Fool</strong><span class=\"h-time small\">2021-11-15 10:50</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b>Nvidia</b>(NASDAQ:NVDA)is slated to report its third-quarter results for fiscal 2022 (essentially the August-through-October period) after the market close on Wednesday, Nov. 17.</p><p><blockquote><b>英伟达</b>(纳斯达克股票代码:NVDA)定于11月17日星期三收盘后公布2022财年第三季度业绩(基本上是8月至10月期间)。</blockquote></p><p> Investors in the graphics chip specialist are probably feeling optimistic about the report. The company has beaten Wall Street's consensus earnings estimate in at least the past five consecutive quarters. Moreover, many investors are enthused about the company's potential to be one of the major players in the emerging metaverse, a \"highly immersive virtual world where people gather to socialize, play, and work,\" in the words of Merriam-Webster. Indeed, Nvidia has described its recently launched Omniverse as \"the 'plumbing' on which metaverses can be built.\"</p><p><blockquote>这家图形芯片专家的投资者可能对该报告感到乐观。该公司至少在过去连续五个季度超出了华尔街的普遍盈利预期。此外,许多投资者对该公司成为新兴元宇宙主要参与者之一的潜力充满热情,用韦氏词典的话说,这是一个“人们聚集在一起社交、玩耍和工作的高度沉浸式虚拟世界”。事实上,英伟达将其最近推出的Omniverse描述为“可以构建元宇宙的‘管道’”。</blockquote></p><p> Investors have been piling into Nvidia stock. In 2021, shares have returned 133% through Nov. 12. The <b>S&P 500</b> index has returned 26.2% over this period.</p><p><blockquote>投资者一直在涌入英伟达股票。截至11月12日,2021年股价回报率为133%。The<b>标普500</b>该指数在此期间的回报率为26.2%。</blockquote></p><p> Nvidia's key numbers</p><p><blockquote>英伟达的关键数据</blockquote></p><p> Here are benchmarks to use to gauge the relative strength of the tech company's results.</p><p><blockquote>以下是用于衡量科技公司业绩相对实力的基准。</blockquote></p><p> <table> <thead> <tr> <th>Metric</p><p><blockquote><table><thead><tr><th>公制</th></tr></thead></table></blockquote></p><p></th> <th>Fiscal Q3 2021 Result</p><p><blockquote><th>2021财年第三季度业绩</th></blockquote></p><p></th> <th>Nvidia's Fiscal Q3 2022 Guidance</p><p><blockquote><th>NVIDIA 2022年第三季度财报指引</th></blockquote></p><p></th> <th>Wall Street's Fiscal Q3 2022 Consensus Estimate</p><p><blockquote><th>华尔街对2022财年第三季度的普遍预期</th></blockquote></p><p></th> <th>Wall Street's Projected Growth</p><p><blockquote><th>华尔街的预计增长</th></blockquote></p><p></th> </tr> </thead> <tbody> <tr> <td>Revenue</p><p><blockquote><tbody><tr><td>收入</td></tr></tbody></blockquote></p><p></td> <td>$4.73 billion</p><p><blockquote><td>47.3亿美元</td></blockquote></p><p></td> <td>$6.80 billion</p><p><blockquote><td>68亿美元</td></blockquote></p><p></td> <td>$6.82 billion</p><p><blockquote><td>68.2亿美元</td></blockquote></p><p></td> <td>44%</p><p><blockquote><td>44%</td></blockquote></p><p></td> </tr> <tr> <td>Adjusted earnings per share</p><p><blockquote><tr><td>调整后每股收益</td></tr></blockquote></p><p></td> <td>$0.73*</p><p><blockquote><td>$0.73*</td></blockquote></p><p></td> <td>$1.10**</p><p><blockquote><td>$1.10**</td></blockquote></p><p></td> <td>$1.11</p><p><blockquote><td>$1.11</td></blockquote></p><p></td> <td>52%</p><p><blockquote><td>52%</td></blockquote></p><p></td> </tr> </tbody> </table> DATA SOURCES: NVIDIA AND YAHOO! FINANCE. FISCAL Q3 2022 ESSENTIALLY CORRESPONDS WITH THE AUGUST-THROUGH-OCTOBER PERIOD. *ADJUSTED TO REFLECT 4-FOR-1 STOCK SPLIT IN JULY, WHICH INCREASED SHARE COUNT BY A FACTOR OF FOUR. **CALCULATED BY THE AUTHOR BASED ON THE METRICS FOR WHICH MANAGEMENT PROVIDES GUIDANCE.</p><p><blockquote>数据来源:英伟达和雅虎!金融。2022财年第三季度基本上与8月至10月期间相对应。*调整以反映7月份的4比1股票分割,该分割使股票数量增加了四倍。**由作者根据管理层提供指导的指标计算。</blockquote></p><p> For context, infiscal Q2, Nvidia's revenue jumped 68% year over year (and 15% sequentially) to a record $6.51 billion. Growth was driven by record revenue in the gaming, data center, and professional visualization platforms. EPS on the basis of generally accepted accounting principles (GAAP) soared 276% year over year to $0.94, and adjusted EPS surged 89% to $1.04.</p><p><blockquote>就背景而言,在第二季度,Nvidia的收入同比增长68%(环比增长15%),达到创纪录的65.1亿美元。增长是由游戏、数据中心和专业可视化平台创纪录的收入推动的。基于公认会计原则(GAAP)的每股收益同比飙升276%至0.94美元,调整后每股收益飙升89%至1.04美元。</blockquote></p><p> Wall Street had been expecting fiscal Q2 revenue and adjusted EPS of $6.33 billion and $1.02, respectively, so Nvidia exceeded both estimates.</p><p><blockquote>华尔街此前预计第二财季营收和调整后每股收益分别为63.3亿美元和1.02美元,因此英伟达超出了这两项预期。</blockquote></p><p> Platform performance</p><p><blockquote>平台性能</blockquote></p><p> Here's how the platforms performed last quarter:</p><p><blockquote>以下是这些平台上季度的表现:</blockquote></p><p> <table> <thead> <tr> <th>Platform</p><p><blockquote><table><thead><tr><th>平台</th></tr></thead></table></blockquote></p><p></th> <th>Fiscal Q2 2022 Revenue</p><p><blockquote><th>2022财年第二季度收入</th></blockquote></p><p></th> <th>Change YOY</p><p><blockquote><th>同比变化</th></blockquote></p><p></th> <th>Change QOQ</p><p><blockquote><th>环比变化</th></blockquote></p><p></th> </tr> </thead> <tbody> <tr> <td>Gaming</p><p><blockquote><tbody><tr><td>游戏</td></tr></tbody></blockquote></p><p></td> <td>$3.06 billion</p><p><blockquote><td>30.6亿美元</td></blockquote></p><p></td> <td>85%</p><p><blockquote><td>85%</td></blockquote></p><p></td> <td>11%</p><p><blockquote><td>11%</td></blockquote></p><p></td> </tr> <tr> <td>Data center</p><p><blockquote><tr><td>数据中心</td></tr></blockquote></p><p></td> <td>$2.37 billion</p><p><blockquote><td>23.7亿美元</td></blockquote></p><p></td> <td>35%</p><p><blockquote><td>35%</td></blockquote></p><p></td> <td>16%</p><p><blockquote><td>16%</td></blockquote></p><p></td> </tr> <tr> <td>Professional visualization</p><p><blockquote><tr><td>专业可视化</td></tr></blockquote></p><p></td> <td>$519 million</p><p><blockquote><td>5.19亿美元</td></blockquote></p><p></td> <td>156%</p><p><blockquote><td>156%</td></blockquote></p><p></td> <td>40%</p><p><blockquote><td>40%</td></blockquote></p><p></td> </tr> <tr> <td>Automotive</p><p><blockquote><tr><td>汽车的</td></tr></blockquote></p><p></td> <td>$152 million</p><p><blockquote><td>1.52亿美元</td></blockquote></p><p></td> <td>37%</p><p><blockquote><td>37%</td></blockquote></p><p></td> <td>(1%)</p><p><blockquote><td>(1%)</td></blockquote></p><p></td> </tr> <tr> <td>OEM and IP</p><p><blockquote><tr><td>OEM和IP</td></tr></blockquote></p><p></td> <td>$409 million</p><p><blockquote><td>4.09亿美元</td></blockquote></p><p></td> <td>180%</p><p><blockquote><td>180%</td></blockquote></p><p></td> <td>25%</p><p><blockquote><td>25%</td></blockquote></p><p></td> </tr> <tr> <td>Total</p><p><blockquote><tr><td>总的</td></tr></blockquote></p><p></td> <td>$6.51 billion</p><p><blockquote><td>65.1亿美元</td></blockquote></p><p></td> <td>68%</p><p><blockquote><td>68%</td></blockquote></p><p></td> <td>15%</p><p><blockquote><td>15%</td></blockquote></p><p></td> </tr> </tbody> </table> DATA SOURCE: NVIDIA. OEM AND IP = ORIGINAL EQUIPMENT MANUFACTURER AND INTELLECTUAL PROPERTY; NOT A TARGET MARKET PLATFORM. YOY = YEAR OVER YEAR. QOQ = QUARTER OVER QUARTER.</p><p><blockquote>数据来源:英伟达。OEM和IP=原始设备制造商和知识产权;不是目标市场平台。YOY=同比。QOQ=季度环比。</blockquote></p><p> Investors should focus on the performance of the two largest platforms: computer gaming and data center. Nvidia's overall results are driven by these two businesses. In the first and second quarters of this fiscal year, these two platforms together accounted for 85% and 83%, respectively, of the company's total revenue.</p><p><blockquote>投资者应重点关注电脑游戏和数据中心这两个最大平台的表现。英伟达的整体业绩是由这两项业务推动的。本财年第一季度和第二季度,这两个平台合计分别占公司总收入的85%和83%。</blockquote></p><p> In last quarter's CFO commentary, Colette Kress said \"the gaming platform's growth was driven by continued strong sales of the GeForce RTX 30 Series, based on the company's Ampere GPU [graphics processing unit] architecture,\" as I wrote at the time. \"She attributed the data center's year-over-year increase to the ramp-up of Ampere 'products into vertical industries and hyperscale customers.'\" Likewise, professional visualization's growth was driven by the ramp-up of Ampere GPUs, especially for desktop workstations.</p><p><blockquote>在上个季度的首席财务官评论中,Colette Kress表示,“游戏平台的增长是由基于该公司Ampere GPU(图形处理单元)架构的GeForce RTX 30系列的持续强劲销售推动的”,正如我当时所写的那样。“她将数据中心的同比增长归因于Ampere‘产品进入垂直行业和超大规模客户’的增加。”同样,Ampere GPU的增长也推动了专业可视化的增长,尤其是对于桌面工作站而言。</blockquote></p><p> Investors shouldn't pay too much attention to Nvidia's results in the OEM and IP categories. Last quarter's huge year-over-year increase was driven by the company's introduction earlier in the year of a product specifically for mining cryptocurrencies, aptly called the cryptocurrency mining processor (CMP). Last quarter, sales of this product were $266 million, or 4.1% of Nvidia's total revenue.</p><p><blockquote>投资者不应过多关注英伟达在OEM和IP类别的业绩。上季度同比大幅增长的推动因素是该公司今年早些时候推出了一款专门用于挖掘加密货币的产品,该产品被恰当地称为加密货币挖掘处理器(CMP)。上个季度,该产品的销售额为2.66亿美元,占英伟达总收入的4.1%。</blockquote></p><p></p><p> Nvidia's launch of the CMP was more defensive than offensive. Crypto miners had been scooping up the company's gaming cards, making it more difficult for gamers to get their hands on them. While it's great that Nvidia is making money from the crypto market, it's best to view this money as just icing on the cake. The crypto space is extremely volatile, so investors shouldn't count on seeing Nvidia's CMP sales grow rather linearly quarter after quarter.</p><p><blockquote>英伟达推出CMP的防御性大于进攻性。加密货币矿工一直在抢购该公司的游戏卡,这使得游戏玩家更难获得它们。虽然英伟达从加密货币市场赚钱很好,但最好将这笔钱视为锦上添花。加密货币领域波动极大,因此投资者不应指望看到Nvidia的CMP销售额逐季线性增长。</blockquote></p><p> Pending Arm acquisition</p><p><blockquote>待定Arm收购</blockquote></p><p> Investors can expect management to provide an update on the company's pending acquisition of leading mobile-chip designer Arm, owned by Japan's<b>SoftBank</b>. This $40 billion deal was announced in September 2020 and was originally expected to close by March 2022. But this timeline is looking shaky. Nvidia has run into some regulatory headwinds stemming from concerns about competition, as it competes with many of the big tech players that are Arm licensees.</p><p><blockquote>投资者可以期待管理层提供有关该公司即将收购日本领先移动芯片设计公司Arm的最新信息<b>软银</b>.这笔400亿美元的交易于2020年9月宣布,最初预计将于2022年3月完成。但是这个时间表看起来不稳定。由于对竞争的担忧,英伟达遇到了一些监管阻力,因为它与许多作为Arm授权商的大型科技公司竞争。</blockquote></p><p> It would be great if the deal goes through, but Nvidia doesn't need Arm for the company and its stock to continue to be long-term winners.</p><p><blockquote>如果交易成功,那就太好了,但英伟达并不需要Arm来让公司及其股票继续成为长期赢家。</blockquote></p><p> Guidance</p><p><blockquote>指导</blockquote></p><p> As always, the company's guidance, relative to Wall Street's expectations, should be a big factor in the market's reaction to Nvidia's upcoming report.</p><p><blockquote>与往常一样,相对于华尔街的预期,该公司的指引应该是市场对英伟达即将发布的报告反应的一个重要因素。</blockquote></p><p> For fiscal Q4, analysts are modeling for adjusted EPS of $1.08 on revenue of $6.81 billion, representing year-over-year growth of 40% and 36%, respectively.</p><p><blockquote>对于第四财季,分析师预测调整后每股收益为1.08美元,营收为68.1亿美元,同比分别增长40%和36%。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.fool.com/investing/2021/11/14/nvidia-earnings-what-to-watch-on-wednesday/\">Motley Fool</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://www.fool.com/investing/2021/11/14/nvidia-earnings-what-to-watch-on-wednesday/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1186426992","content_text":"Nvidia(NASDAQ:NVDA)is slated to report its third-quarter results for fiscal 2022 (essentially the August-through-October period) after the market close on Wednesday, Nov. 17.\nInvestors in the graphics chip specialist are probably feeling optimistic about the report. The company has beaten Wall Street's consensus earnings estimate in at least the past five consecutive quarters. Moreover, many investors are enthused about the company's potential to be one of the major players in the emerging metaverse, a \"highly immersive virtual world where people gather to socialize, play, and work,\" in the words of Merriam-Webster. Indeed, Nvidia has described its recently launched Omniverse as \"the 'plumbing' on which metaverses can be built.\"\nInvestors have been piling into Nvidia stock. In 2021, shares have returned 133% through Nov. 12. The S&P 500 index has returned 26.2% over this period.\nNvidia's key numbers\nHere are benchmarks to use to gauge the relative strength of the tech company's results.\n\n\n\nMetric\nFiscal Q3 2021 Result\nNvidia's Fiscal Q3 2022 Guidance\nWall Street's Fiscal Q3 2022 Consensus Estimate\nWall Street's Projected Growth\n\n\n\n\nRevenue\n$4.73 billion\n$6.80 billion\n$6.82 billion\n44%\n\n\nAdjusted earnings per share\n$0.73*\n$1.10**\n$1.11\n52%\n\n\n\nDATA SOURCES: NVIDIA AND YAHOO! FINANCE. FISCAL Q3 2022 ESSENTIALLY CORRESPONDS WITH THE AUGUST-THROUGH-OCTOBER PERIOD. *ADJUSTED TO REFLECT 4-FOR-1 STOCK SPLIT IN JULY, WHICH INCREASED SHARE COUNT BY A FACTOR OF FOUR. **CALCULATED BY THE AUTHOR BASED ON THE METRICS FOR WHICH MANAGEMENT PROVIDES GUIDANCE.\nFor context, infiscal Q2, Nvidia's revenue jumped 68% year over year (and 15% sequentially) to a record $6.51 billion. Growth was driven by record revenue in the gaming, data center, and professional visualization platforms. EPS on the basis of generally accepted accounting principles (GAAP) soared 276% year over year to $0.94, and adjusted EPS surged 89% to $1.04.\nWall Street had been expecting fiscal Q2 revenue and adjusted EPS of $6.33 billion and $1.02, respectively, so Nvidia exceeded both estimates.\nPlatform performance\nHere's how the platforms performed last quarter:\n\n\n\nPlatform\nFiscal Q2 2022 Revenue\nChange YOY\nChange QOQ\n\n\n\n\nGaming\n$3.06 billion\n85%\n11%\n\n\nData center\n$2.37 billion\n35%\n16%\n\n\nProfessional visualization\n$519 million\n156%\n40%\n\n\nAutomotive\n$152 million\n37%\n(1%)\n\n\nOEM and IP\n$409 million\n180%\n25%\n\n\nTotal\n$6.51 billion\n68%\n15%\n\n\n\nDATA SOURCE: NVIDIA. OEM AND IP = ORIGINAL EQUIPMENT MANUFACTURER AND INTELLECTUAL PROPERTY; NOT A TARGET MARKET PLATFORM. YOY = YEAR OVER YEAR. QOQ = QUARTER OVER QUARTER.\nInvestors should focus on the performance of the two largest platforms: computer gaming and data center. Nvidia's overall results are driven by these two businesses. In the first and second quarters of this fiscal year, these two platforms together accounted for 85% and 83%, respectively, of the company's total revenue.\nIn last quarter's CFO commentary, Colette Kress said \"the gaming platform's growth was driven by continued strong sales of the GeForce RTX 30 Series, based on the company's Ampere GPU [graphics processing unit] architecture,\" as I wrote at the time. \"She attributed the data center's year-over-year increase to the ramp-up of Ampere 'products into vertical industries and hyperscale customers.'\" Likewise, professional visualization's growth was driven by the ramp-up of Ampere GPUs, especially for desktop workstations.\nInvestors shouldn't pay too much attention to Nvidia's results in the OEM and IP categories. Last quarter's huge year-over-year increase was driven by the company's introduction earlier in the year of a product specifically for mining cryptocurrencies, aptly called the cryptocurrency mining processor (CMP). Last quarter, sales of this product were $266 million, or 4.1% of Nvidia's total revenue.\nNvidia's launch of the CMP was more defensive than offensive. Crypto miners had been scooping up the company's gaming cards, making it more difficult for gamers to get their hands on them. While it's great that Nvidia is making money from the crypto market, it's best to view this money as just icing on the cake. The crypto space is extremely volatile, so investors shouldn't count on seeing Nvidia's CMP sales grow rather linearly quarter after quarter.\nPending Arm acquisition\nInvestors can expect management to provide an update on the company's pending acquisition of leading mobile-chip designer Arm, owned by Japan'sSoftBank. This $40 billion deal was announced in September 2020 and was originally expected to close by March 2022. But this timeline is looking shaky. Nvidia has run into some regulatory headwinds stemming from concerns about competition, as it competes with many of the big tech players that are Arm licensees.\nIt would be great if the deal goes through, but Nvidia doesn't need Arm for the company and its stock to continue to be long-term winners.\nGuidance\nAs always, the company's guidance, relative to Wall Street's expectations, should be a big factor in the market's reaction to Nvidia's upcoming report.\nFor fiscal Q4, analysts are modeling for adjusted EPS of $1.08 on revenue of $6.81 billion, representing year-over-year growth of 40% and 36%, respectively.","news_type":1,"symbols_score_info":{"NVDA":0.9}},"isVote":1,"tweetType":1,"viewCount":3267,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":876043187,"gmtCreate":1637246632133,"gmtModify":1637246632133,"author":{"id":"4096803383946370","authorId":"4096803383946370","name":"KelKel","avatar":"https://static.tigerbbs.com/85866d92193bff7f58f01aa429f9698a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4096803383946370","idStr":"4096803383946370"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/COHU\">$Cohu(COHU)$</a>please continue to rise","listText":"<a href=\"https://laohu8.com/S/COHU\">$Cohu(COHU)$</a>please continue to rise","text":"$Cohu(COHU)$please continue to rise","images":[{"img":"https://static.tigerbbs.com/e03f70c0d910763562fe77d67d0f4f84","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/876043187","isVote":1,"tweetType":1,"viewCount":3012,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":847689095,"gmtCreate":1636513029735,"gmtModify":1636513073918,"author":{"id":"4096803383946370","authorId":"4096803383946370","name":"KelKel","avatar":"https://static.tigerbbs.com/85866d92193bff7f58f01aa429f9698a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4096803383946370","idStr":"4096803383946370"},"themes":[],"htmlText":"hmmm wonder if i shld?","listText":"hmmm wonder if i shld?","text":"hmmm wonder if i shld?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/847689095","repostId":"1179672442","repostType":2,"isVote":1,"tweetType":1,"viewCount":3018,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":607678922,"gmtCreate":1639538069079,"gmtModify":1639538189886,"author":{"id":"4096803383946370","authorId":"4096803383946370","name":"KelKel","avatar":"https://static.tigerbbs.com/85866d92193bff7f58f01aa429f9698a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4096803383946370","idStr":"4096803383946370"},"themes":[],"htmlText":"join???","listText":"join???","text":"join???","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/607678922","repostId":"2191995516","repostType":4,"isVote":1,"tweetType":1,"viewCount":3072,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":600204940,"gmtCreate":1638153096483,"gmtModify":1638153096483,"author":{"id":"4096803383946370","authorId":"4096803383946370","name":"KelKel","avatar":"https://static.tigerbbs.com/85866d92193bff7f58f01aa429f9698a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4096803383946370","idStr":"4096803383946370"},"themes":[],"htmlText":"dropping dropping cos of new strain again..... when will this end?","listText":"dropping dropping cos of new strain again..... when will this end?","text":"dropping dropping cos of new strain again..... when will this end?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/600204940","repostId":"1184733385","repostType":2,"repost":{"id":"1184733385","kind":"news","pubTimestamp":1638144291,"share":"https://www.laohu8.com/m/news/1184733385?lang=zh_CN&edition=full","pubTime":"2021-11-29 08:04","market":"sg","language":"en","title":"Continued Selling Pressure Expected For Singapore Shares<blockquote>新加坡股市预计将面临持续抛售压力</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1184733385","media":"RTTNews","summary":"The Singapore stock market has finished lower in four straight trading days, sinking almost 70 point","content":"<p>The Singapore stock market has finished lower in four straight trading days, sinking almost 70 points or 2.3 percent along the way. The Straits Times Index now sits just above the 3,165-point plateau and it's tipped to open in the red again on Monday.</p><p><blockquote>新加坡股市连续四个交易日收低,跌幅近70点,跌幅2.3%。海峡时报指数目前略高于3,165点的高位,预计周一将再次开盘下跌。</blockquote></p><p> The global forecast for the Asianmarketsis broadly negative on fears of lockdown measures following the rapid spread of a new COVID variant. The European and U.S. markets were sharply lower and the Asian bourses figure to open in similar fashion.</p><p><blockquote>由于担心新的COVID变种迅速传播后采取封锁措施,全球对亚洲市场的预测普遍为负面。欧洲和美国市场大幅走低,亚洲股市预计也将以类似的方式开盘。</blockquote></p><p> The STI finished sharply lower on Friday following losses from the financial shares, property stocks and industrial issues.</p><p><blockquote>继金融股、房地产股和工业股下跌后,海指周五大幅收低。</blockquote></p><p> For the day, the index tumbled 55.25 points or 1.72 percent to finish at 3,166.27 after trading between 3,153.71 and 3,208.13. Volume was 2 billion shares worth 1.8 billion Singapore dollars. There were 406 decliners and 138 gainers.</p><p><blockquote>当天,该指数在3,153.71点至3,208.13点之间交易后,下跌55.25点或1.72%,收于3,166.27点。成交量为20亿股,价值18亿新元。下跌股406家,上涨股138家。</blockquote></p><p> Among the actives, Ascendas REIT lost 1.31 percent, while CapitaLand Integrated Commercial Trust tumbled 2.67 percent, City Developments dipped 0.98 percent, Comfort DelGro retreated 2.00 percent, Dairy Farm International was down 0.62 percent, DBS Group stumbled 1.68 percent, Genting Singapore plummeted 4.22 percent, Keppel Corp and SembCorp Industries both dropped 1.49 percent, Mapletree Commercial Trust shed 1.40 percent, Mapletree Logistics Trust slid 1.03 percent, Oversea-Chinese Banking Corporation weakened 1.62 percent, SATS declined 2.21 percent, Singapore Airlines plunged 3.81 percent, Singapore Exchange slipped 0.76 percent, Singapore Press Holdings eased 0.43 percent, Singapore Technologies Engineering skidded 1.79 percent, SingTel fell 1.21 percent, Thai Beverage tanked 2.80 percent, United Overseas Bank slumped 1.63 percent, Wilmar International surrendered 2.31 percent and Yangzijiang Shipbuilding sank 1.52 percent.</p><p><blockquote>活跃股中,腾飞房地产投资信托下跌1.31%,凯德综合商业信托下跌2.67%,City Developments下跌0.98%,Comfort DelGro下跌2.00%,Dairy Farm International下跌0.62%,星展集团下跌1.68%,云顶新加坡暴跌4.22%,吉宝企业和胜科工业均下跌1.49%,丰树商业信托下跌1.40%,丰树物流信托下跌1.03%,华侨银行下跌1.62%,新加坡航空下跌3.81%,新加坡报业控股下跌0.43%,新加坡电信下跌1.21%,泰国饮料下跌1.80%,大华银行下跌1.63%,丰益国际下跌2.31%,扬子江造船下跌1.52%。</blockquote></p><p> The lead from Wall Street suggests heavy selling pressure as the major averages opened sharpy lower on Friday and remained that way throughout the session.</p><p><blockquote>华尔街的领先表明,随着主要股指周五大幅低开,并在整个交易日保持这种状态,抛售压力很大。</blockquote></p><p></p>","source":"lsy1626938412129","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>Continued Selling Pressure Expected For Singapore Shares<blockquote>新加坡股市预计将面临持续抛售压力</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\">\nContinued Selling Pressure Expected For Singapore Shares<blockquote>新加坡股市预计将面临持续抛售压力</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">RTTNews</strong><span class=\"h-time small\">2021-11-29 08:04</span>\n</p>\n</h4>\n</header>\n<article>\n<p>The Singapore stock market has finished lower in four straight trading days, sinking almost 70 points or 2.3 percent along the way. The Straits Times Index now sits just above the 3,165-point plateau and it's tipped to open in the red again on Monday.</p><p><blockquote>新加坡股市连续四个交易日收低,跌幅近70点,跌幅2.3%。海峡时报指数目前略高于3,165点的高位,预计周一将再次开盘下跌。</blockquote></p><p> The global forecast for the Asianmarketsis broadly negative on fears of lockdown measures following the rapid spread of a new COVID variant. The European and U.S. markets were sharply lower and the Asian bourses figure to open in similar fashion.</p><p><blockquote>由于担心新的COVID变种迅速传播后采取封锁措施,全球对亚洲市场的预测普遍为负面。欧洲和美国市场大幅走低,亚洲股市预计也将以类似的方式开盘。</blockquote></p><p> The STI finished sharply lower on Friday following losses from the financial shares, property stocks and industrial issues.</p><p><blockquote>继金融股、房地产股和工业股下跌后,海指周五大幅收低。</blockquote></p><p> For the day, the index tumbled 55.25 points or 1.72 percent to finish at 3,166.27 after trading between 3,153.71 and 3,208.13. Volume was 2 billion shares worth 1.8 billion Singapore dollars. There were 406 decliners and 138 gainers.</p><p><blockquote>当天,该指数在3,153.71点至3,208.13点之间交易后,下跌55.25点或1.72%,收于3,166.27点。成交量为20亿股,价值18亿新元。下跌股406家,上涨股138家。</blockquote></p><p> Among the actives, Ascendas REIT lost 1.31 percent, while CapitaLand Integrated Commercial Trust tumbled 2.67 percent, City Developments dipped 0.98 percent, Comfort DelGro retreated 2.00 percent, Dairy Farm International was down 0.62 percent, DBS Group stumbled 1.68 percent, Genting Singapore plummeted 4.22 percent, Keppel Corp and SembCorp Industries both dropped 1.49 percent, Mapletree Commercial Trust shed 1.40 percent, Mapletree Logistics Trust slid 1.03 percent, Oversea-Chinese Banking Corporation weakened 1.62 percent, SATS declined 2.21 percent, Singapore Airlines plunged 3.81 percent, Singapore Exchange slipped 0.76 percent, Singapore Press Holdings eased 0.43 percent, Singapore Technologies Engineering skidded 1.79 percent, SingTel fell 1.21 percent, Thai Beverage tanked 2.80 percent, United Overseas Bank slumped 1.63 percent, Wilmar International surrendered 2.31 percent and Yangzijiang Shipbuilding sank 1.52 percent.</p><p><blockquote>活跃股中,腾飞房地产投资信托下跌1.31%,凯德综合商业信托下跌2.67%,City Developments下跌0.98%,Comfort DelGro下跌2.00%,Dairy Farm International下跌0.62%,星展集团下跌1.68%,云顶新加坡暴跌4.22%,吉宝企业和胜科工业均下跌1.49%,丰树商业信托下跌1.40%,丰树物流信托下跌1.03%,华侨银行下跌1.62%,新加坡航空下跌3.81%,新加坡报业控股下跌0.43%,新加坡电信下跌1.21%,泰国饮料下跌1.80%,大华银行下跌1.63%,丰益国际下跌2.31%,扬子江造船下跌1.52%。</blockquote></p><p> The lead from Wall Street suggests heavy selling pressure as the major averages opened sharpy lower on Friday and remained that way throughout the session.</p><p><blockquote>华尔街的领先表明,随着主要股指周五大幅低开,并在整个交易日保持这种状态,抛售压力很大。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.rttnews.com/3245124/continued-selling-pressure-expected-for-singapore-shares.aspx?type=acom\">RTTNews</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":{"STI.SI":"富时新加坡海峡指数"},"source_url":"https://www.rttnews.com/3245124/continued-selling-pressure-expected-for-singapore-shares.aspx?type=acom","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1184733385","content_text":"The Singapore stock market has finished lower in four straight trading days, sinking almost 70 points or 2.3 percent along the way. The Straits Times Index now sits just above the 3,165-point plateau and it's tipped to open in the red again on Monday.\nThe global forecast for the Asianmarketsis broadly negative on fears of lockdown measures following the rapid spread of a new COVID variant. The European and U.S. markets were sharply lower and the Asian bourses figure to open in similar fashion.\nThe STI finished sharply lower on Friday following losses from the financial shares, property stocks and industrial issues.\nFor the day, the index tumbled 55.25 points or 1.72 percent to finish at 3,166.27 after trading between 3,153.71 and 3,208.13. Volume was 2 billion shares worth 1.8 billion Singapore dollars. There were 406 decliners and 138 gainers.\nAmong the actives, Ascendas REIT lost 1.31 percent, while CapitaLand Integrated Commercial Trust tumbled 2.67 percent, City Developments dipped 0.98 percent, Comfort DelGro retreated 2.00 percent, Dairy Farm International was down 0.62 percent, DBS Group stumbled 1.68 percent, Genting Singapore plummeted 4.22 percent, Keppel Corp and SembCorp Industries both dropped 1.49 percent, Mapletree Commercial Trust shed 1.40 percent, Mapletree Logistics Trust slid 1.03 percent, Oversea-Chinese Banking Corporation weakened 1.62 percent, SATS declined 2.21 percent, Singapore Airlines plunged 3.81 percent, Singapore Exchange slipped 0.76 percent, Singapore Press Holdings eased 0.43 percent, Singapore Technologies Engineering skidded 1.79 percent, SingTel fell 1.21 percent, Thai Beverage tanked 2.80 percent, United Overseas Bank slumped 1.63 percent, Wilmar International surrendered 2.31 percent and Yangzijiang Shipbuilding sank 1.52 percent.\nThe lead from Wall Street suggests heavy selling pressure as the major averages opened sharpy lower on Friday and remained that way throughout the session.","news_type":1,"symbols_score_info":{"STI.SI":0.9}},"isVote":1,"tweetType":1,"viewCount":2707,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":853878634,"gmtCreate":1634793781548,"gmtModify":1634794135312,"author":{"id":"4096803383946370","authorId":"4096803383946370","name":"KelKel","avatar":"https://static.tigerbbs.com/85866d92193bff7f58f01aa429f9698a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4096803383946370","idStr":"4096803383946370"},"themes":[],"htmlText":"cloud is definitely the future","listText":"cloud is definitely the future","text":"cloud is definitely the future","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/853878634","repostId":"1182684267","repostType":4,"repost":{"id":"1182684267","kind":"news","pubTimestamp":1634788845,"share":"https://www.laohu8.com/m/news/1182684267?lang=zh_CN&edition=full","pubTime":"2021-10-21 12:00","market":"us","language":"en","title":"Investing in the Cloud: Consider Cloudflare and Digital Ocean<blockquote>投资云:考虑Cloudflare和Digital Ocean</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1182684267","media":"TheStreet","summary":"Cloud-software growth stocks have been a bright spot in an uncertain market. Investors might look cl","content":"<p>Cloud-software growth stocks have been a bright spot in an uncertain market. Investors might look closely at Cloudflare and Digital Ocean.</p><p><blockquote>云软件成长型股票一直是不确定市场中的一个亮点。投资者可能会密切关注Cloudflare和Digital Ocean。</blockquote></p><p> Cloud-software growth stocks have been a bright spot in an uncertain market.</p><p><blockquote>云软件成长型股票一直是不确定市场中的一个亮点。</blockquote></p><p> Two in particular -- Cloudflare and DigitalOcean -- continue to attract buyers and could be in for even more upside.</p><p><blockquote>尤其是Cloudflare和DigitalOcean这两个公司继续吸引买家,并且可能会有更大的上涨空间。</blockquote></p><p> Given secular growth trends like businesses moving their workloads to the cloud and increasing demand for edge computing, cloud computing could be one of the tech sector's most lucrative areas during the next decade,</p><p><blockquote>鉴于企业将工作负载转移到云以及对边缘计算需求不断增加等长期增长趋势,云计算可能是未来十年科技行业最赚钱的领域之一,</blockquote></p><p> There’s a lot for investors to like about Cloudflare and DigitalOcean. Let’s take a deeper look at what makes them stand out.</p><p><blockquote>投资者喜欢Cloudflare和DigitalOcean的很多地方。让我们更深入地了解是什么让它们脱颖而出。</blockquote></p><p> <b>Cloudflare</b></p><p><blockquote><b>Cloudflare</b></blockquote></p><p> After a late September decline, the stock of Cloudflare, which might just be the market leader in the cloud software space, has essentially gone parabolic.</p><p><blockquote>经过9月下旬的下跌后,Cloudflare的股价(可能只是云软件领域的市场领导者)基本上已经呈抛物线状。</blockquote></p><p> The San Francisco company, a global cloud-services provider offering products that can strengthen network security and improve the performance of internet applications, has delivered revenue at a compounded annual growth rate of 50% from fiscal 2016 through fiscal 2020.</p><p><blockquote>这家总部位于旧金山的公司是一家全球云服务提供商,提供可以加强网络安全和提高互联网应用程序性能的产品,从2016财年到2020财年,其收入的复合年增长率为50%。</blockquote></p><p> What really helps Cloudflare stand out in the crowded software growth space is how the company uses edge computing.</p><p><blockquote>真正帮助Cloudflare在拥挤的软件增长领域脱颖而出的是该公司如何使用边缘计算。</blockquote></p><p> Cloudflare defines this as “a networking philosophy focused on bringing computing as close to the source of data as possible in order to reduce latency and bandwidth use.</p><p><blockquote>Cloudflare将其定义为“一种网络理念,专注于使计算尽可能靠近数据源,以减少延迟和带宽使用。</blockquote></p><p> \"In simpler terms, edge computing means running fewer processes in the cloud and moving those processes to local places, such as on a user’s computer, an [internet of things] device, or an edge server.”</p><p><blockquote>“简单来说,边缘计算意味着在云中运行更少的进程,并将这些进程移动到本地,例如在用户的计算机、[物联网]设备或边缘服务器上。”</blockquote></p><p> Companies can take advantage of Cloudflare’s products and services without having to add any new hardware or update code. That means it’s one of the most convenient ways to instantly improve the performance of their internet applications.</p><p><blockquote>公司无需添加任何新硬件或更新代码即可利用Cloudflare的产品和服务。这意味着这是立即提高互联网应用程序性能的最便捷方法之一。</blockquote></p><p> Websites powered by Cloudflare have all web traffic sent through the company’s intelligent global network. The company claims to block an average of 87 billion cyber threats each day.</p><p><blockquote>由Cloudflare提供支持的网站的所有web流量都通过该公司的智能全球网络发送。该公司声称平均每天阻止870亿次网络威胁。</blockquote></p><p> About a fifth (19%) of the Fortune 1000 are currently using Cloudflare to power their internet requests.</p><p><blockquote>大约五分之一(19%)的财富1000强企业目前正在使用Cloudflare来支持他们的互联网请求。</blockquote></p><p> While the company is still working toward profitability, the recent price action tells investors that institutional investors are scooping up the shares.</p><p><blockquote>虽然该公司仍在努力实现盈利,但最近的价格走势告诉投资者,机构投资者正在买入股票。</blockquote></p><p> The stock has more than doubled this year and leaped 60% this month. Cloudflare rose 7.8% on Monday after it unveiled a collaboration with Microsoft and other search-engine providers to provide more timely and relevant search results.</p><p><blockquote>该股今年上涨了一倍多,本月上涨了60%。Cloudflare周一上涨7.8%,此前该公司宣布与微软和其他搜索引擎提供商合作,提供更及时、更相关的搜索结果。</blockquote></p><p> After the rally, investors interested in adding exposure to one of the top cloud software names should keep an eye on Cloudflare for pullbacks or consolidation.</p><p><blockquote>反弹后,有兴趣增加对顶级云软件公司之一的投资的投资者应密切关注Cloudflare的回调或整合。</blockquote></p><p> <b>DigitalOcean</b></p><p><blockquote><b>数字海洋</b></blockquote></p><p> Digital Ocean is another cloud software stock that's more than doubled -- this time since making its public debut in April.</p><p><blockquote>Digital Ocean是另一只自4月份首次公开亮相以来股价上涨了一倍多的云软件股票。</blockquote></p><p> The New York company has a rapidly growing customer base in a niche area of the cloud industry.</p><p><blockquote>这家纽约公司在云行业的利基领域拥有快速增长的客户群。</blockquote></p><p> Unlike massive cloud platform providers like Amazon Web Services and Microsoft Azure, DigitalOcean focuses on providing infrastructure and platform tools for small and medium-sized businesses, an underserved area of the market.</p><p><blockquote>与Amazon Web Services和微软Azure等大型云平台提供商不同,DigitalOcean专注于为中小型企业提供基础设施和平台工具,这是市场上服务不足的领域。</blockquote></p><p> These smaller companies don’t necessarily need all the expensive and complicated bells and whistles the larger providers offer.</p><p><blockquote>这些较小的公司不一定需要较大供应商提供的所有昂贵而复杂的花哨功能。</blockquote></p><p> Digital Ocean instead offers simplified cloud-based products -- including droplets, databases and app platforms -- at reasonable and transparent prices, which are a huge draw for almost any business today.</p><p><blockquote>相反,Digital Ocean以合理透明的价格提供简化的基于云的产品,包括droplets、数据库和应用平台,这对当今几乎所有企业都具有巨大的吸引力。</blockquote></p><p> In Q2, DigitalOcean surpassed 600,000 total customers, up 9% year over year. Companies are sticking with Digital Ocean's offerings, given that the company’s net dollar retention rate more than doubled (up 113%) during the second quarter.</p><p><blockquote>第二季度,DigitalOcean的客户总数超过60万,同比增长9%。鉴于该公司第二季度的净美元保留率增加了一倍多(增长113%),公司仍坚持使用Digital Ocean的产品。</blockquote></p><p> Also worth noting: DigitalOcean's revenue growth is accelerating while its net losses are narrowing.</p><p><blockquote>另外值得注意的是:DigitalOcean的收入增长正在加速,而净亏损正在收窄。</blockquote></p><p> With annual recurring revenue growing 25% or more over the past four quarters and recently boosted full-year guidance, investors would do well to research and review DigitalOcean.</p><p><blockquote>随着过去四个季度的年度经常性收入增长25%或更多,并且最近提高了全年指引,投资者最好研究和审查DigitalOcean。</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>Investing in the Cloud: Consider Cloudflare and Digital Ocean<blockquote>投资云:考虑Cloudflare和Digital Ocean</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\">\nInvesting in the Cloud: Consider Cloudflare and Digital Ocean<blockquote>投资云:考虑Cloudflare和Digital Ocean</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">TheStreet</strong><span class=\"h-time small\">2021-10-21 12:00</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Cloud-software growth stocks have been a bright spot in an uncertain market. Investors might look closely at Cloudflare and Digital Ocean.</p><p><blockquote>云软件成长型股票一直是不确定市场中的一个亮点。投资者可能会密切关注Cloudflare和Digital Ocean。</blockquote></p><p> Cloud-software growth stocks have been a bright spot in an uncertain market.</p><p><blockquote>云软件成长型股票一直是不确定市场中的一个亮点。</blockquote></p><p> Two in particular -- Cloudflare and DigitalOcean -- continue to attract buyers and could be in for even more upside.</p><p><blockquote>尤其是Cloudflare和DigitalOcean这两个公司继续吸引买家,并且可能会有更大的上涨空间。</blockquote></p><p> Given secular growth trends like businesses moving their workloads to the cloud and increasing demand for edge computing, cloud computing could be one of the tech sector's most lucrative areas during the next decade,</p><p><blockquote>鉴于企业将工作负载转移到云以及对边缘计算需求不断增加等长期增长趋势,云计算可能是未来十年科技行业最赚钱的领域之一,</blockquote></p><p> There’s a lot for investors to like about Cloudflare and DigitalOcean. Let’s take a deeper look at what makes them stand out.</p><p><blockquote>投资者喜欢Cloudflare和DigitalOcean的很多地方。让我们更深入地了解是什么让它们脱颖而出。</blockquote></p><p> <b>Cloudflare</b></p><p><blockquote><b>Cloudflare</b></blockquote></p><p> After a late September decline, the stock of Cloudflare, which might just be the market leader in the cloud software space, has essentially gone parabolic.</p><p><blockquote>经过9月下旬的下跌后,Cloudflare的股价(可能只是云软件领域的市场领导者)基本上已经呈抛物线状。</blockquote></p><p> The San Francisco company, a global cloud-services provider offering products that can strengthen network security and improve the performance of internet applications, has delivered revenue at a compounded annual growth rate of 50% from fiscal 2016 through fiscal 2020.</p><p><blockquote>这家总部位于旧金山的公司是一家全球云服务提供商,提供可以加强网络安全和提高互联网应用程序性能的产品,从2016财年到2020财年,其收入的复合年增长率为50%。</blockquote></p><p> What really helps Cloudflare stand out in the crowded software growth space is how the company uses edge computing.</p><p><blockquote>真正帮助Cloudflare在拥挤的软件增长领域脱颖而出的是该公司如何使用边缘计算。</blockquote></p><p> Cloudflare defines this as “a networking philosophy focused on bringing computing as close to the source of data as possible in order to reduce latency and bandwidth use.</p><p><blockquote>Cloudflare将其定义为“一种网络理念,专注于使计算尽可能靠近数据源,以减少延迟和带宽使用。</blockquote></p><p> \"In simpler terms, edge computing means running fewer processes in the cloud and moving those processes to local places, such as on a user’s computer, an [internet of things] device, or an edge server.”</p><p><blockquote>“简单来说,边缘计算意味着在云中运行更少的进程,并将这些进程移动到本地,例如在用户的计算机、[物联网]设备或边缘服务器上。”</blockquote></p><p> Companies can take advantage of Cloudflare’s products and services without having to add any new hardware or update code. That means it’s one of the most convenient ways to instantly improve the performance of their internet applications.</p><p><blockquote>公司无需添加任何新硬件或更新代码即可利用Cloudflare的产品和服务。这意味着这是立即提高互联网应用程序性能的最便捷方法之一。</blockquote></p><p> Websites powered by Cloudflare have all web traffic sent through the company’s intelligent global network. The company claims to block an average of 87 billion cyber threats each day.</p><p><blockquote>由Cloudflare提供支持的网站的所有web流量都通过该公司的智能全球网络发送。该公司声称平均每天阻止870亿次网络威胁。</blockquote></p><p> About a fifth (19%) of the Fortune 1000 are currently using Cloudflare to power their internet requests.</p><p><blockquote>大约五分之一(19%)的财富1000强企业目前正在使用Cloudflare来支持他们的互联网请求。</blockquote></p><p> While the company is still working toward profitability, the recent price action tells investors that institutional investors are scooping up the shares.</p><p><blockquote>虽然该公司仍在努力实现盈利,但最近的价格走势告诉投资者,机构投资者正在买入股票。</blockquote></p><p> The stock has more than doubled this year and leaped 60% this month. Cloudflare rose 7.8% on Monday after it unveiled a collaboration with Microsoft and other search-engine providers to provide more timely and relevant search results.</p><p><blockquote>该股今年上涨了一倍多,本月上涨了60%。Cloudflare周一上涨7.8%,此前该公司宣布与微软和其他搜索引擎提供商合作,提供更及时、更相关的搜索结果。</blockquote></p><p> After the rally, investors interested in adding exposure to one of the top cloud software names should keep an eye on Cloudflare for pullbacks or consolidation.</p><p><blockquote>反弹后,有兴趣增加对顶级云软件公司之一的投资的投资者应密切关注Cloudflare的回调或整合。</blockquote></p><p> <b>DigitalOcean</b></p><p><blockquote><b>数字海洋</b></blockquote></p><p> Digital Ocean is another cloud software stock that's more than doubled -- this time since making its public debut in April.</p><p><blockquote>Digital Ocean是另一只自4月份首次公开亮相以来股价上涨了一倍多的云软件股票。</blockquote></p><p> The New York company has a rapidly growing customer base in a niche area of the cloud industry.</p><p><blockquote>这家纽约公司在云行业的利基领域拥有快速增长的客户群。</blockquote></p><p> Unlike massive cloud platform providers like Amazon Web Services and Microsoft Azure, DigitalOcean focuses on providing infrastructure and platform tools for small and medium-sized businesses, an underserved area of the market.</p><p><blockquote>与Amazon Web Services和微软Azure等大型云平台提供商不同,DigitalOcean专注于为中小型企业提供基础设施和平台工具,这是市场上服务不足的领域。</blockquote></p><p> These smaller companies don’t necessarily need all the expensive and complicated bells and whistles the larger providers offer.</p><p><blockquote>这些较小的公司不一定需要较大供应商提供的所有昂贵而复杂的花哨功能。</blockquote></p><p> Digital Ocean instead offers simplified cloud-based products -- including droplets, databases and app platforms -- at reasonable and transparent prices, which are a huge draw for almost any business today.</p><p><blockquote>相反,Digital Ocean以合理透明的价格提供简化的基于云的产品,包括droplets、数据库和应用平台,这对当今几乎所有企业都具有巨大的吸引力。</blockquote></p><p> In Q2, DigitalOcean surpassed 600,000 total customers, up 9% year over year. Companies are sticking with Digital Ocean's offerings, given that the company’s net dollar retention rate more than doubled (up 113%) during the second quarter.</p><p><blockquote>第二季度,DigitalOcean的客户总数超过60万,同比增长9%。鉴于该公司第二季度的净美元保留率增加了一倍多(增长113%),公司仍坚持使用Digital Ocean的产品。</blockquote></p><p> Also worth noting: DigitalOcean's revenue growth is accelerating while its net losses are narrowing.</p><p><blockquote>另外值得注意的是:DigitalOcean的收入增长正在加速,而净亏损正在收窄。</blockquote></p><p> With annual recurring revenue growing 25% or more over the past four quarters and recently boosted full-year guidance, investors would do well to research and review DigitalOcean.</p><p><blockquote>随着过去四个季度的年度经常性收入增长25%或更多,并且最近提高了全年指引,投资者最好研究和审查DigitalOcean。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.thestreet.com/investing/investing-in-the-cloud-consider-cloudflare-digitalocean\">TheStreet</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":{"NET":"Cloudflare, Inc.","DOCN":"DigitalOcean Holdings, Inc."},"source_url":"https://www.thestreet.com/investing/investing-in-the-cloud-consider-cloudflare-digitalocean","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1182684267","content_text":"Cloud-software growth stocks have been a bright spot in an uncertain market. Investors might look closely at Cloudflare and Digital Ocean.\nCloud-software growth stocks have been a bright spot in an uncertain market.\nTwo in particular -- Cloudflare and DigitalOcean -- continue to attract buyers and could be in for even more upside.\nGiven secular growth trends like businesses moving their workloads to the cloud and increasing demand for edge computing, cloud computing could be one of the tech sector's most lucrative areas during the next decade,\nThere’s a lot for investors to like about Cloudflare and DigitalOcean. Let’s take a deeper look at what makes them stand out.\nCloudflare\nAfter a late September decline, the stock of Cloudflare, which might just be the market leader in the cloud software space, has essentially gone parabolic.\nThe San Francisco company, a global cloud-services provider offering products that can strengthen network security and improve the performance of internet applications, has delivered revenue at a compounded annual growth rate of 50% from fiscal 2016 through fiscal 2020.\nWhat really helps Cloudflare stand out in the crowded software growth space is how the company uses edge computing.\nCloudflare defines this as “a networking philosophy focused on bringing computing as close to the source of data as possible in order to reduce latency and bandwidth use.\n\"In simpler terms, edge computing means running fewer processes in the cloud and moving those processes to local places, such as on a user’s computer, an [internet of things] device, or an edge server.”\nCompanies can take advantage of Cloudflare’s products and services without having to add any new hardware or update code. That means it’s one of the most convenient ways to instantly improve the performance of their internet applications.\nWebsites powered by Cloudflare have all web traffic sent through the company’s intelligent global network. The company claims to block an average of 87 billion cyber threats each day.\nAbout a fifth (19%) of the Fortune 1000 are currently using Cloudflare to power their internet requests.\nWhile the company is still working toward profitability, the recent price action tells investors that institutional investors are scooping up the shares.\nThe stock has more than doubled this year and leaped 60% this month. Cloudflare rose 7.8% on Monday after it unveiled a collaboration with Microsoft and other search-engine providers to provide more timely and relevant search results.\nAfter the rally, investors interested in adding exposure to one of the top cloud software names should keep an eye on Cloudflare for pullbacks or consolidation.\nDigitalOcean\nDigital Ocean is another cloud software stock that's more than doubled -- this time since making its public debut in April.\nThe New York company has a rapidly growing customer base in a niche area of the cloud industry.\nUnlike massive cloud platform providers like Amazon Web Services and Microsoft Azure, DigitalOcean focuses on providing infrastructure and platform tools for small and medium-sized businesses, an underserved area of the market.\nThese smaller companies don’t necessarily need all the expensive and complicated bells and whistles the larger providers offer.\nDigital Ocean instead offers simplified cloud-based products -- including droplets, databases and app platforms -- at reasonable and transparent prices, which are a huge draw for almost any business today.\nIn Q2, DigitalOcean surpassed 600,000 total customers, up 9% year over year. Companies are sticking with Digital Ocean's offerings, given that the company’s net dollar retention rate more than doubled (up 113%) during the second quarter.\nAlso worth noting: DigitalOcean's revenue growth is accelerating while its net losses are narrowing.\nWith annual recurring revenue growing 25% or more over the past four quarters and recently boosted full-year guidance, investors would do well to research and review DigitalOcean.","news_type":1,"symbols_score_info":{"DOCN":0.9,"NET":0.9}},"isVote":1,"tweetType":1,"viewCount":710,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":847162168,"gmtCreate":1636502046145,"gmtModify":1636502046266,"author":{"id":"4096803383946370","authorId":"4096803383946370","name":"KelKel","avatar":"https://static.tigerbbs.com/85866d92193bff7f58f01aa429f9698a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4096803383946370","idStr":"4096803383946370"},"themes":[],"htmlText":"wow ","listText":"wow ","text":"wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/847162168","repostId":"1127189501","repostType":2,"isVote":1,"tweetType":1,"viewCount":564,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":607671793,"gmtCreate":1639538025234,"gmtModify":1639538189767,"author":{"id":"4096803383946370","authorId":"4096803383946370","name":"KelKel","avatar":"https://static.tigerbbs.com/85866d92193bff7f58f01aa429f9698a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4096803383946370","idStr":"4096803383946370"},"themes":[],"htmlText":"insightful!","listText":"insightful!","text":"insightful!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/607671793","repostId":"1165597848","repostType":2,"repost":{"id":"1165597848","kind":"news","pubTimestamp":1639535034,"share":"https://www.laohu8.com/m/news/1165597848?lang=zh_CN&edition=full","pubTime":"2021-12-15 10:23","market":"us","language":"en","title":"Why Microsoft Stock Dropped<blockquote>微软股价为何下跌</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1165597848","media":"Motley Fool","summary":"What happened\nMicrosoft(NASDAQ:MSFT)shares closed 3.3% lower on Tuesday after the U.S. Department of","content":"<p><b>What happened</b></p><p><blockquote><b>发生了什么</b></blockquote></p><p> <b>Microsoft</b>(NASDAQ:MSFT)shares closed 3.3% lower on Tuesday after the U.S. Department of Labor reported that producer price inflation hit a historic high in November, up 9.6% from a year ago. This news came on top of a reported 6.8% jump in consumer prices that came out yesterday -- the fastest rate of price growth in 40 years.</p><p><blockquote><b>微软</b>(纳斯达克:MSFT)股价周二收盘下跌3.3%。劳工部报告称,11月份生产者价格通胀创历史新高,同比上涨9.6%。这一消息是在昨天公布的消费者价格上涨6.8%的基础上发布的,这是40年来最快的价格增长率。</blockquote></p><p> <b>So what</b></p><p><blockquote><b>那又怎样</b></blockquote></p><p> Reporting on Microsoft's price decline, Bloomberg drew a direct line from the inflation data to the weakness in Microsoft's stock price. But why exactly is inflation bad news for Microsoft (and other tech stocks as well)?</p><p><blockquote>彭博社在报道微软股价下跌时,将通胀数据与微软股价疲软直接联系起来。但为什么通胀对微软(以及其他科技股)来说到底是个坏消息呢?</blockquote></p><p> Think about it this way: Right now, analysts who track Microsoft stock are forecasting that the company will grow its earnings by about 15% annually over the next five years. But if inflation eats up nearly 10% of that 15%, then Microsoft's real earnings won't actually be growing by 15% but only by 5%.</p><p><blockquote>可以这样想:目前,跟踪微软股票的分析师预测,该公司未来五年的盈利将每年增长约15%。但如果通货膨胀吞噬了这15%中的近10%,那么微软的实际收入实际上不会增长15%,而只会增长5%。</blockquote></p><p> That's assuming inflation continues rising at the rate it's currently rising of course -- which isn't certain. By the same token, though, it's also not certain that inflation won't rise <i>faster</i> than 10%.</p><p><blockquote>当然,这是假设通货膨胀继续以目前的速度上升——这并不确定。然而,出于同样的原因,也不能确定通货膨胀不会上升<i>更快</i>比10%。</blockquote></p><p> <b>Now what</b></p><p><blockquote><b>现在怎么办</b></blockquote></p><p> Granted, the Federal Reserve will probably work to get inflation rates under control, but even there, the news isn't all great because the Fed's primary tool for containing inflation is raising interest rates.</p><p><blockquote>诚然,美联储可能会努力控制通胀率,但即便如此,消息也不全是好消息,因为美联储遏制通胀的主要工具是加息。</blockquote></p><p> The Fed is meeting today and tomorrow, by the way, to set policy on inflation (and interest rates). If they decide to raise rates, then that's likely to slow the economy and potentially also slow the rate at which Microsoft's profits are expected to grow -- which would result in no net benefit to Microsoft's real earnings growth.</p><p><blockquote>顺便说一下,美联储将于今天和明天召开会议,制定通胀(和利率)政策。如果他们决定加息,那么这可能会减缓经济增长,也可能减缓微软利润的预期增长速度——这不会给微软的实际盈利增长带来任何净收益。</blockquote></p><p> This, in a nutshell, is why Microsoft closed the day down and why $82.5 billion worth of Microsoft's market capitalization just went up in smoke.</p><p><blockquote>简而言之,这就是微软当天收盘下跌的原因,也是微软825亿美元市值化为乌有的原因。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why Microsoft Stock Dropped<blockquote>微软股价为何下跌</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\">\nWhy Microsoft Stock Dropped<blockquote>微软股价为何下跌</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Motley Fool</strong><span class=\"h-time small\">2021-12-15 10:23</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b>What happened</b></p><p><blockquote><b>发生了什么</b></blockquote></p><p> <b>Microsoft</b>(NASDAQ:MSFT)shares closed 3.3% lower on Tuesday after the U.S. Department of Labor reported that producer price inflation hit a historic high in November, up 9.6% from a year ago. This news came on top of a reported 6.8% jump in consumer prices that came out yesterday -- the fastest rate of price growth in 40 years.</p><p><blockquote><b>微软</b>(纳斯达克:MSFT)股价周二收盘下跌3.3%。劳工部报告称,11月份生产者价格通胀创历史新高,同比上涨9.6%。这一消息是在昨天公布的消费者价格上涨6.8%的基础上发布的,这是40年来最快的价格增长率。</blockquote></p><p> <b>So what</b></p><p><blockquote><b>那又怎样</b></blockquote></p><p> Reporting on Microsoft's price decline, Bloomberg drew a direct line from the inflation data to the weakness in Microsoft's stock price. But why exactly is inflation bad news for Microsoft (and other tech stocks as well)?</p><p><blockquote>彭博社在报道微软股价下跌时,将通胀数据与微软股价疲软直接联系起来。但为什么通胀对微软(以及其他科技股)来说到底是个坏消息呢?</blockquote></p><p> Think about it this way: Right now, analysts who track Microsoft stock are forecasting that the company will grow its earnings by about 15% annually over the next five years. But if inflation eats up nearly 10% of that 15%, then Microsoft's real earnings won't actually be growing by 15% but only by 5%.</p><p><blockquote>可以这样想:目前,跟踪微软股票的分析师预测,该公司未来五年的盈利将每年增长约15%。但如果通货膨胀吞噬了这15%中的近10%,那么微软的实际收入实际上不会增长15%,而只会增长5%。</blockquote></p><p> That's assuming inflation continues rising at the rate it's currently rising of course -- which isn't certain. By the same token, though, it's also not certain that inflation won't rise <i>faster</i> than 10%.</p><p><blockquote>当然,这是假设通货膨胀继续以目前的速度上升——这并不确定。然而,出于同样的原因,也不能确定通货膨胀不会上升<i>更快</i>比10%。</blockquote></p><p> <b>Now what</b></p><p><blockquote><b>现在怎么办</b></blockquote></p><p> Granted, the Federal Reserve will probably work to get inflation rates under control, but even there, the news isn't all great because the Fed's primary tool for containing inflation is raising interest rates.</p><p><blockquote>诚然,美联储可能会努力控制通胀率,但即便如此,消息也不全是好消息,因为美联储遏制通胀的主要工具是加息。</blockquote></p><p> The Fed is meeting today and tomorrow, by the way, to set policy on inflation (and interest rates). If they decide to raise rates, then that's likely to slow the economy and potentially also slow the rate at which Microsoft's profits are expected to grow -- which would result in no net benefit to Microsoft's real earnings growth.</p><p><blockquote>顺便说一下,美联储将于今天和明天召开会议,制定通胀(和利率)政策。如果他们决定加息,那么这可能会减缓经济增长,也可能减缓微软利润的预期增长速度——这不会给微软的实际盈利增长带来任何净收益。</blockquote></p><p> This, in a nutshell, is why Microsoft closed the day down and why $82.5 billion worth of Microsoft's market capitalization just went up in smoke.</p><p><blockquote>简而言之,这就是微软当天收盘下跌的原因,也是微软825亿美元市值化为乌有的原因。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.fool.com/investing/2021/12/14/why-microsoft-stock-dropped-today/\">Motley Fool</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MSFT":"微软"},"source_url":"https://www.fool.com/investing/2021/12/14/why-microsoft-stock-dropped-today/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1165597848","content_text":"What happened\nMicrosoft(NASDAQ:MSFT)shares closed 3.3% lower on Tuesday after the U.S. Department of Labor reported that producer price inflation hit a historic high in November, up 9.6% from a year ago. This news came on top of a reported 6.8% jump in consumer prices that came out yesterday -- the fastest rate of price growth in 40 years.\nSo what\nReporting on Microsoft's price decline, Bloomberg drew a direct line from the inflation data to the weakness in Microsoft's stock price. But why exactly is inflation bad news for Microsoft (and other tech stocks as well)?\nThink about it this way: Right now, analysts who track Microsoft stock are forecasting that the company will grow its earnings by about 15% annually over the next five years. But if inflation eats up nearly 10% of that 15%, then Microsoft's real earnings won't actually be growing by 15% but only by 5%.\nThat's assuming inflation continues rising at the rate it's currently rising of course -- which isn't certain. By the same token, though, it's also not certain that inflation won't rise faster than 10%.\nNow what\nGranted, the Federal Reserve will probably work to get inflation rates under control, but even there, the news isn't all great because the Fed's primary tool for containing inflation is raising interest rates.\nThe Fed is meeting today and tomorrow, by the way, to set policy on inflation (and interest rates). If they decide to raise rates, then that's likely to slow the economy and potentially also slow the rate at which Microsoft's profits are expected to grow -- which would result in no net benefit to Microsoft's real earnings growth.\nThis, in a nutshell, is why Microsoft closed the day down and why $82.5 billion worth of Microsoft's market capitalization just went up in smoke.","news_type":1,"symbols_score_info":{"MSFT":0.9}},"isVote":1,"tweetType":1,"viewCount":3166,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":872242663,"gmtCreate":1637541991650,"gmtModify":1637541991650,"author":{"id":"4096803383946370","authorId":"4096803383946370","name":"KelKel","avatar":"https://static.tigerbbs.com/85866d92193bff7f58f01aa429f9698a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4096803383946370","idStr":"4096803383946370"},"themes":[],"htmlText":"so i wait?","listText":"so i wait?","text":"so i wait?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/872242663","repostId":"1116255034","repostType":4,"isVote":1,"tweetType":1,"viewCount":3638,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":846978252,"gmtCreate":1636043302911,"gmtModify":1636043344967,"author":{"id":"4096803383946370","authorId":"4096803383946370","name":"KelKel","avatar":"https://static.tigerbbs.com/85866d92193bff7f58f01aa429f9698a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4096803383946370","idStr":"4096803383946370"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/INTC\">$Intel(INTC)$</a>🙏🙏🙏","listText":"<a href=\"https://laohu8.com/S/INTC\">$Intel(INTC)$</a>🙏🙏🙏","text":"$Intel(INTC)$🙏🙏🙏","images":[{"img":"https://static.tigerbbs.com/abe625fab656d041f2abf62bc4b1094f","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/846978252","isVote":1,"tweetType":1,"viewCount":531,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":855795128,"gmtCreate":1635398809227,"gmtModify":1635402271451,"author":{"id":"4096803383946370","authorId":"4096803383946370","name":"KelKel","avatar":"https://static.tigerbbs.com/85866d92193bff7f58f01aa429f9698a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4096803383946370","idStr":"4096803383946370"},"themes":[],"htmlText":"yeay to microsoft!!","listText":"yeay to microsoft!!","text":"yeay to microsoft!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/855795128","repostId":"2178237269","repostType":4,"isVote":1,"tweetType":1,"viewCount":509,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":639014501,"gmtCreate":1643081921137,"gmtModify":1643081921274,"author":{"id":"4096803383946370","authorId":"4096803383946370","name":"KelKel","avatar":"https://static.tigerbbs.com/85866d92193bff7f58f01aa429f9698a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4096803383946370","idStr":"4096803383946370"},"themes":[],"htmlText":"[惊讶] ","listText":"[惊讶] ","text":"[惊讶]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/639014501","repostId":"1120802662","repostType":2,"isVote":1,"tweetType":1,"viewCount":2161,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":630153341,"gmtCreate":1642749875548,"gmtModify":1642749875678,"author":{"id":"4096803383946370","authorId":"4096803383946370","name":"KelKel","avatar":"https://static.tigerbbs.com/85866d92193bff7f58f01aa429f9698a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4096803383946370","idStr":"4096803383946370"},"themes":[],"htmlText":"much to learn","listText":"much to learn","text":"much to learn","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/630153341","repostId":"2205090257","repostType":2,"isVote":1,"tweetType":1,"viewCount":2217,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":847027587,"gmtCreate":1636469261749,"gmtModify":1636469261911,"author":{"id":"4096803383946370","authorId":"4096803383946370","name":"KelKel","avatar":"https://static.tigerbbs.com/85866d92193bff7f58f01aa429f9698a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4096803383946370","idStr":"4096803383946370"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/COHU\">$Cohu(COHU)$</a>Please let me continue feeling that i made the right choice. go go go!!!","listText":"<a href=\"https://laohu8.com/S/COHU\">$Cohu(COHU)$</a>Please let me continue feeling that i made the right choice. go go go!!!","text":"$Cohu(COHU)$Please let me continue feeling that i made the right choice. go go go!!!","images":[{"img":"https://static.tigerbbs.com/a17a64c26f16e832f49805d0479c1554","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/847027587","isVote":1,"tweetType":1,"viewCount":939,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":854142923,"gmtCreate":1635430048525,"gmtModify":1635430136003,"author":{"id":"4096803383946370","authorId":"4096803383946370","name":"KelKel","avatar":"https://static.tigerbbs.com/85866d92193bff7f58f01aa429f9698a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4096803383946370","idStr":"4096803383946370"},"themes":[],"htmlText":"😁1st start","listText":"😁1st start","text":"😁1st start","images":[{"img":"https://static.tigerbbs.com/324dcc1de02f1c2c6a51d17f6980938c","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/854142923","isVote":1,"tweetType":1,"viewCount":748,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0}],"lives":[]}