个人中心 - 老虎社区

LeCiel

IP属地：未知

帖子 · 9帖子 · 9
关注 · 0关注 · 0
粉丝 · 0粉丝 · 0

- LeCielLeCiel
  ·2021-05-25
  Go Bitcoin go [财迷]
  非常抱歉，此主贴已删除
  1,940 评论
  1
  分享
  举报
- LeCielLeCiel
  ·2021-03-13
  Great news
  非常抱歉，此主贴已删除
  1,926 评论
  3
  分享
  举报
- LeCielLeCiel
  ·2021-03-02
  [财迷]
  非常抱歉，此主贴已删除
  2,272 评论
  1
  分享
  举报
- LeCielLeCiel
  ·2021-03-02
  [财迷]
  非常抱歉，此主贴已删除
  1,946 评论
  1
  分享
  举报
- LeCielLeCiel
  ·2021-02-11
  Nice 👍
  非常抱歉，此主贴已删除
  1,745 评论
  1
  分享
  举报
- LeCielLeCiel
  ·2021-02-11
  Let's wait and see what's next
  非常抱歉，此主贴已删除
  1,941 评论
  1
  分享
  举报
- LeCielLeCiel
  ·2020-12-25
  Let's all hope so 😄
  Tech Stocks Could Rise 25% in 2021, Say Wedbush Analysts<blockquote>韦德布什分析师表示，2021 年科技股可能上涨 25%</blockquote>
  Wedbush names five stocks that could benefit the most as the economy reopens.Next year could be anot
  Tech Stocks Could Rise 25% in 2021, Say Wedbush Analysts<blockquote>韦德布什分析师表示，2021 年科技股可能上涨 25%</blockquote>
  2,115 评论
  1
  分享
  举报
- LeCielLeCiel
  ·2020-12-25
  Let's wait and see what zoom has to offer in future
  Here’s Why Zoom Email Makes Sense<blockquote>这就是 Zoom 电子邮件的意义所在</blockquote>
  Ready to sign up for Zoom mail?Yesterday, The InformationreportedthatZoom Video Communications(ticke
  Here’s Why Zoom Email Makes Sense<blockquote>这就是 Zoom 电子邮件的意义所在</blockquote>
  2,132 评论
  点赞
  分享
  举报
- LeCielLeCiel
  ·2020-12-24
  Very unfortunate news for Alibaba
  非常抱歉，此主贴已删除
  2,494 1
  1
  分享
  举报

热议股票

{"i18n":{"language":"zh_CN"},"isCurrentUser":false,"userPageInfo":{"id":"3571310877991613","uuid":"3571310877991613","gmtCreate":1608254591720,"gmtModify":1608254591720,"name":"LeCiel","pinyin":"leciel","introduction":"","introductionEn":null,"signature":"","avatar":"https://static.laohu8.com/default-avatar.jpg","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":1,"headSize":10,"tweetSize":9,"questionSize":0,"limitLevel":999,"accountStatus":4,"level":{"id":0,"name":"","nameTw":"","represent":"","factor":"","iconColor":"","bgColor":""},"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":"e50ce593bb40487ebfb542ca54f6a561-4","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"明星虎友","description":"加入老虎社区2000天","bigImgUrl":"https://static.tigerbbs.com/dddf24b906c7011de2617d4fb3f76987","smallImgUrl":"https://static.tigerbbs.com/53d58ad32c97254c6f74db8b97e6ec49","grayImgUrl":"https://static.tigerbbs.com/6304700d92ad91c7a33e2e92ec32ecc1","redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2026.06.11","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":0},{"badgeId":"228c86a078844d74991fff2b7ab2428d-2","templateUuid":"228c86a078844d74991fff2b7ab2428d","name":"投资总监虎","description":"证券账户累计交易金额达到30万美元","bigImgUrl":"https://static.tigerbbs.com/9d20b23f1b6335407f882bc5c2ad12c0","smallImgUrl":"https://static.tigerbbs.com/ada3b4533518ace8404a3f6dd192bd29","grayImgUrl":"https://static.tigerbbs.com/177f283ba21d1c077054dac07f88f3bd","redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.07.14","exceedPercentage":"80.45%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1101,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":0},{"badgeId":"35ec162348d5460f88c959321e554969-2","templateUuid":"35ec162348d5460f88c959321e554969","name":"宗师交易员","description":"证券或期货账户累计交易次数达到100次","bigImgUrl":"https://static.tigerbbs.com/ad22cfbe2d05aa393b18e9226e4b0307","smallImgUrl":"https://static.tigerbbs.com/36702e6ff3ffe46acafee66cc85273ca","grayImgUrl":"https://static.tigerbbs.com/d52eb88fa385cf5abe2616ed63781765","redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2022.03.23","exceedPercentage":"80.72%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":0},{"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,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1102,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":0},{"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,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":0}],"userBadgeCount":5,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":2,"crmLevelSwitch":0,"location":"未知","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":0,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"page":1,"watchlist":null,"tweetList":[{"id":138531868,"gmtCreate":1621948775654,"gmtModify":1634185248705,"author":{"id":"3571310877991613","authorId":"3571310877991613","name":"LeCiel","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3571310877991613","authorIdStr":"3571310877991613"},"themes":[],"title":"","htmlText":"Go Bitcoin go&nbsp;[财迷]&nbsp;","listText":"Go Bitcoin go&nbsp;[财迷]&nbsp;","text":"Go Bitcoin go [财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/138531868","repostId":"1126802393","repostType":4,"isVote":1,"tweetType":1,"viewCount":1940,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":326292226,"gmtCreate":1615648013865,"gmtModify":1703491883117,"author":{"id":"3571310877991613","authorId":"3571310877991613","name":"LeCiel","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3571310877991613","authorIdStr":"3571310877991613"},"themes":[],"title":"","htmlText":"Great news","listText":"Great news","text":"Great news","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/326292226","repostId":"2118935050","repostType":4,"isVote":1,"tweetType":1,"viewCount":1926,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":365967767,"gmtCreate":1614690910159,"gmtModify":1703479913265,"author":{"id":"3571310877991613","authorId":"3571310877991613","name":"LeCiel","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3571310877991613","authorIdStr":"3571310877991613"},"themes":[],"title":"","htmlText":"[财迷]&nbsp;","listText":"[财迷]&nbsp;","text":"[财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/365967767","repostId":"2116596970","repostType":4,"isVote":1,"tweetType":1,"viewCount":2272,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":365964128,"gmtCreate":1614690795464,"gmtModify":1703479910874,"author":{"id":"3571310877991613","authorId":"3571310877991613","name":"LeCiel","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3571310877991613","authorIdStr":"3571310877991613"},"themes":[],"title":"","htmlText":"[财迷]&nbsp;","listText":"[财迷]&nbsp;","text":"[财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/365964128","repostId":"2116551859","repostType":2,"isVote":1,"tweetType":1,"viewCount":1946,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":388824530,"gmtCreate":1613049983220,"gmtModify":1703768778712,"author":{"id":"3571310877991613","authorId":"3571310877991613","name":"LeCiel","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3571310877991613","authorIdStr":"3571310877991613"},"themes":[],"title":"","htmlText":"Nice 👍","listText":"Nice 👍","text":"Nice 👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/388824530","repostId":"2110044852","repostType":4,"isVote":1,"tweetType":1,"viewCount":1745,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":388822571,"gmtCreate":1613049748193,"gmtModify":1703768776300,"author":{"id":"3571310877991613","authorId":"3571310877991613","name":"LeCiel","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3571310877991613","authorIdStr":"3571310877991613"},"themes":[],"title":"","htmlText":"Let's wait and see what's next","listText":"Let's wait and see what's next","text":"Let's wait and see what's next","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/388822571","repostId":"2110047889","repostType":2,"isVote":1,"tweetType":1,"viewCount":1941,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":339539693,"gmtCreate":1608907470412,"gmtModify":1703737332262,"author":{"id":"3571310877991613","authorId":"3571310877991613","name":"LeCiel","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3571310877991613","authorIdStr":"3571310877991613"},"themes":[],"title":"","htmlText":"Let's all hope so 😄","listText":"Let's all hope so 😄","text":"Let's all hope so 😄","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/339539693","repostId":"1185532673","repostType":4,"repost":{"id":"1185532673","kind":"news","pubTimestamp":1608886161,"share":"https://www.laohu8.com/m/news/1185532673?lang=zh_CN&edition=full","pubTime":"2020-12-25 16:49","market":"us","language":"en","title":"Tech Stocks Could Rise 25% in 2021, Say Wedbush Analysts<blockquote>韦德布什分析师表示，2021 年科技股可能上涨 25%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1185532673","media":"TheStreet","summary":"Wedbush names five stocks that could benefit the most as the economy reopens.Next year could be anot","content":"<p>Wedbush names five stocks that could benefit the most as the economy reopens.</p><p><blockquote>韦德布什列举了随着经济重新开放可能受益最大的五只股票。</blockquote></p><p>Next year could be another strong year for tech stocks as the economy starts to grow again with the distribution of a COVID vaccine, according to analysts Daniel Ives and Strecker Backe at Wedbush.</p><p><blockquote>Wedbush 分析师 Daniel Ives 和 Strecker Backe 表示，随着新冠疫苗的分发，经济开始再次增长，明年可能是科技股又一个强劲的一年。</blockquote></p><p>While they acknowledge that some tech stocks have already become highly valued -- indeed, the number of downgrades of tech stocks on valuation concerns hasrisen dramaticallyin recent weeks -- the two view this as a “re-rating paradigm” as tech investors hunt for growth.</p><p><blockquote>虽然他们承认一些科技股的估值已经很高--事实上，最近几周因估值担忧而下调科技股评级的数量急剧增加--但两人认为这是科技投资者寻求增长时的 “重新评级范式”。</blockquote></p><p>With a vaccine rolling out and some form of normalization expected to return by the spring or summer, the two are most positive on Uber&nbsp;(<b>UBER</b>), Lyft&nbsp;(<b>LYFT</b>), Tesla&nbsp;(<b>TSLA</b>) , Cerence&nbsp;(<b>CRNC</b>) and Nuance&nbsp;(<b>NUAN</b>) , the latter based on the potential for larger health-care deals occurring.</p><p><blockquote>随着疫苗的推出以及某种形式的正常化预计将在春季或夏季恢复，两人对 Uber 的看法最为积极（<b>优步</b>）、Lyft（<b>LYFT</b>）、特斯拉（<b>特斯拉</b>），塞伦斯（<b>CRNC</b>）和细微差别（<b>暖</b>），后者是基于发生更大医疗保健交易的可能性。</blockquote></p><p>The two have been bullish on tech stocks since March, arguing that a first phase favored cloud/consumer services such as Apple&nbsp;(<b>AAPL</b>), Amazon&nbsp;(<b>AMZN</b>), Netflix&nbsp;(<b>NFLX</b>) &nbsp;and Disney&nbsp;(<b>DIS</b>) ; cybersecurity plays such as Zcaler&nbsp;(<b>ZS</b>), Crowdstrike&nbsp;(<b>CRWD</b>)&nbsp;and Okta&nbsp;(<b>OKTA</b>), and working-from-home stocks such as Zoom Video&nbsp;(<b>ZM</b>), Docusign&nbsp;(<b>DOCU</b>) and Slack&nbsp;(<b>WORK</b>).</p><p><blockquote>自 3 月份以来，两人一直看好科技股，认为第一阶段有利于苹果等云/消费者服务（<b>苹果</b>），亚马逊（<b>亚马逊</b>），网飞（<b>NFLX</b>）和迪士尼（<b>迪斯</b>);Zcaler等网络安全游戏（<b>ZS</b>），人群罢工（<b>CRWD</b>）和八度（<b>奥克塔</b>），以及Zoom Video等在家工作的股票（<b>ZM</b>），Docusign（<b>文件</b>）和松弛（<b>工作</b>).</blockquote></p><p>Now they say we’re entering a second phase as the economic rebound supports the “fundamental and growth trajectories of well-positioned tech stocks.”</p><p><blockquote>现在，他们说我们正在进入第二阶段，因为经济反弹支撑了 “定位良好的科技股的基本面和增长轨迹”。</blockquote></p><p>That points to favoring working-from-home stocks, FAANG names and cloud stocks for at least the next six to 12 months, they say, with a fundamental growth driver remaining especially strong around cloud and cybersecurity names as a result of the massive SolarWinds&nbsp;(<b>SWI</b>)&nbsp;hack.</p><p><blockquote>他们表示，这表明至少在未来 6 到 12 个月内，在家工作股票、FAANG 名称和云股票将受到青睐，由于大规模太阳风的影响，云和网络安全名称的基本增长动力仍然特别强劲（<b>斯维</b>)黑客。</blockquote></p><p>Roughly 35% of workloads are now on the cloud but that number is projected to hit 55% by 2022, according to Ives and Backe.</p><p><blockquote>Ives 和 Backe 表示，目前大约 35% 的工作负载位于云端，但预计到 2022 年，这一数字将达到 55%。</blockquote></p><p>Finally, the strongest tech plays on an economic recovery are likely to be Uber and Lyft as a return to the office and travel in 2021 should improve both their businesses dramatically and result in these stocks moving much higher in 2021.</p><p><blockquote>最后，对经济复苏影响最大的科技股可能是优步和Lyft，因为2021年重返办公室和旅行应该会显着改善它们的业务，并导致这些股票在2021年大幅走高。</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>Tech Stocks Could Rise 25% in 2021, Say Wedbush Analysts<blockquote>韦德布什分析师表示，2021 年科技股可能上涨 25%</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\">\nTech Stocks Could Rise 25% in 2021, Say Wedbush Analysts<blockquote>韦德布什分析师表示，2021 年科技股可能上涨 25%</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">TheStreet</strong><span class=\"h-time small\">2020-12-25 16:49</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Wedbush names five stocks that could benefit the most as the economy reopens.</p><p><blockquote>韦德布什列举了随着经济重新开放可能受益最大的五只股票。</blockquote></p><p>Next year could be another strong year for tech stocks as the economy starts to grow again with the distribution of a COVID vaccine, according to analysts Daniel Ives and Strecker Backe at Wedbush.</p><p><blockquote>Wedbush 分析师 Daniel Ives 和 Strecker Backe 表示，随着新冠疫苗的分发，经济开始再次增长，明年可能是科技股又一个强劲的一年。</blockquote></p><p>While they acknowledge that some tech stocks have already become highly valued -- indeed, the number of downgrades of tech stocks on valuation concerns hasrisen dramaticallyin recent weeks -- the two view this as a “re-rating paradigm” as tech investors hunt for growth.</p><p><blockquote>虽然他们承认一些科技股的估值已经很高--事实上，最近几周因估值担忧而下调科技股评级的数量急剧增加--但两人认为这是科技投资者寻求增长时的 “重新评级范式”。</blockquote></p><p>With a vaccine rolling out and some form of normalization expected to return by the spring or summer, the two are most positive on Uber&nbsp;(<b>UBER</b>), Lyft&nbsp;(<b>LYFT</b>), Tesla&nbsp;(<b>TSLA</b>) , Cerence&nbsp;(<b>CRNC</b>) and Nuance&nbsp;(<b>NUAN</b>) , the latter based on the potential for larger health-care deals occurring.</p><p><blockquote>随着疫苗的推出以及某种形式的正常化预计将在春季或夏季恢复，两人对 Uber 的看法最为积极（<b>优步</b>）、Lyft（<b>LYFT</b>）、特斯拉（<b>特斯拉</b>），塞伦斯（<b>CRNC</b>）和细微差别（<b>暖</b>），后者是基于发生更大医疗保健交易的可能性。</blockquote></p><p>The two have been bullish on tech stocks since March, arguing that a first phase favored cloud/consumer services such as Apple&nbsp;(<b>AAPL</b>), Amazon&nbsp;(<b>AMZN</b>), Netflix&nbsp;(<b>NFLX</b>) &nbsp;and Disney&nbsp;(<b>DIS</b>) ; cybersecurity plays such as Zcaler&nbsp;(<b>ZS</b>), Crowdstrike&nbsp;(<b>CRWD</b>)&nbsp;and Okta&nbsp;(<b>OKTA</b>), and working-from-home stocks such as Zoom Video&nbsp;(<b>ZM</b>), Docusign&nbsp;(<b>DOCU</b>) and Slack&nbsp;(<b>WORK</b>).</p><p><blockquote>自 3 月份以来，两人一直看好科技股，认为第一阶段有利于苹果等云/消费者服务（<b>苹果</b>），亚马逊（<b>亚马逊</b>），网飞（<b>NFLX</b>）和迪士尼（<b>迪斯</b>);Zcaler等网络安全游戏（<b>ZS</b>），人群罢工（<b>CRWD</b>）和八度（<b>奥克塔</b>），以及Zoom Video等在家工作的股票（<b>ZM</b>），Docusign（<b>文件</b>）和松弛（<b>工作</b>).</blockquote></p><p>Now they say we’re entering a second phase as the economic rebound supports the “fundamental and growth trajectories of well-positioned tech stocks.”</p><p><blockquote>现在，他们说我们正在进入第二阶段，因为经济反弹支撑了 “定位良好的科技股的基本面和增长轨迹”。</blockquote></p><p>That points to favoring working-from-home stocks, FAANG names and cloud stocks for at least the next six to 12 months, they say, with a fundamental growth driver remaining especially strong around cloud and cybersecurity names as a result of the massive SolarWinds&nbsp;(<b>SWI</b>)&nbsp;hack.</p><p><blockquote>他们表示，这表明至少在未来 6 到 12 个月内，在家工作股票、FAANG 名称和云股票将受到青睐，由于大规模太阳风的影响，云和网络安全名称的基本增长动力仍然特别强劲（<b>斯维</b>)黑客。</blockquote></p><p>Roughly 35% of workloads are now on the cloud but that number is projected to hit 55% by 2022, according to Ives and Backe.</p><p><blockquote>Ives 和 Backe 表示，目前大约 35% 的工作负载位于云端，但预计到 2022 年，这一数字将达到 55%。</blockquote></p><p>Finally, the strongest tech plays on an economic recovery are likely to be Uber and Lyft as a return to the office and travel in 2021 should improve both their businesses dramatically and result in these stocks moving much higher in 2021.</p><p><blockquote>最后，对经济复苏影响最大的科技股可能是优步和Lyft，因为2021年重返办公室和旅行应该会显着改善它们的业务，并导致这些股票在2021年大幅走高。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.thestreet.com/investing/tech-stocks-could-rise-25-percent-in-2021-wedbush\">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":{"UBER":"优步","TSLA":"特斯拉",".IXIC":"NASDAQ Composite","AMZN":"亚马逊",".SPX":"S&P 500 Index","AAPL":"苹果",".DJI":"道琼斯"},"source_url":"https://www.thestreet.com/investing/tech-stocks-could-rise-25-percent-in-2021-wedbush","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1185532673","content_text":"Wedbush names five stocks that could benefit the most as the economy reopens.Next year could be another strong year for tech stocks as the economy starts to grow again with the distribution of a COVID vaccine, according to analysts Daniel Ives and Strecker Backe at Wedbush.While they acknowledge that some tech stocks have already become highly valued -- indeed, the number of downgrades of tech stocks on valuation concerns hasrisen dramaticallyin recent weeks -- the two view this as a “re-rating paradigm” as tech investors hunt for growth.With a vaccine rolling out and some form of normalization expected to return by the spring or summer, the two are most positive on Uber (UBER), Lyft (LYFT), Tesla (TSLA) , Cerence (CRNC) and Nuance (NUAN) , the latter based on the potential for larger health-care deals occurring.The two have been bullish on tech stocks since March, arguing that a first phase favored cloud/consumer services such as Apple (AAPL), Amazon (AMZN), Netflix (NFLX)  and Disney (DIS) ; cybersecurity plays such as Zcaler (ZS), Crowdstrike (CRWD) and Okta (OKTA), and working-from-home stocks such as Zoom Video (ZM), Docusign (DOCU) and Slack (WORK).Now they say we’re entering a second phase as the economic rebound supports the “fundamental and growth trajectories of well-positioned tech stocks.”That points to favoring working-from-home stocks, FAANG names and cloud stocks for at least the next six to 12 months, they say, with a fundamental growth driver remaining especially strong around cloud and cybersecurity names as a result of the massive SolarWinds (SWI) hack.Roughly 35% of workloads are now on the cloud but that number is projected to hit 55% by 2022, according to Ives and Backe.Finally, the strongest tech plays on an economic recovery are likely to be Uber and Lyft as a return to the office and travel in 2021 should improve both their businesses dramatically and result in these stocks moving much higher in 2021.","news_type":1,"symbols_score_info":{"AMZN":0.9,"UBER":0.9,".SPX":0.9,".DJI":0.9,"AAPL":0.9,"TSLA":0.9,".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":2115,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":339539045,"gmtCreate":1608907258487,"gmtModify":1703737331568,"author":{"id":"3571310877991613","authorId":"3571310877991613","name":"LeCiel","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3571310877991613","authorIdStr":"3571310877991613"},"themes":[],"title":"","htmlText":"Let's wait and see what zoom has to offer in future&nbsp;","listText":"Let's wait and see what zoom has to offer in future&nbsp;","text":"Let's wait and see what zoom has to offer in future","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/339539045","repostId":"1104425175","repostType":4,"repost":{"id":"1104425175","kind":"news","pubTimestamp":1608894156,"share":"https://www.laohu8.com/m/news/1104425175?lang=zh_CN&edition=full","pubTime":"2020-12-25 19:02","market":"us","language":"en","title":"Here’s Why Zoom Email Makes Sense<blockquote>这就是 Zoom 电子邮件的意义所在</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1104425175","media":"Barrons","summary":"Ready to sign up for Zoom mail?Yesterday, The InformationreportedthatZoom Video Communications(ticke","content":"<p>Ready to sign up for Zoom mail?</p><p><blockquote>准备好注册Zoom邮件了吗？</blockquote></p><p>Yesterday, The InformationreportedthatZoom Video Communications(ticker: ZM) has begun working on web-based e-mail, calendar and directory services, steps that would put the company in more direct competition withMicrosoft(MSFT) andAlphabet’s(GOOGL) Google, among other players in the increasingly crowded market for communications software tools. Zoom has been gradually adding new products to its core videoconferencing offering—but email would be a huge leap into a well-established business with entrenched players, in particular Microsoft Exchange and Outlook and Google Gmail.</p><p><blockquote>昨天，《信息报》报道称，Zoom Video Communications（股票代码：ZM）已开始开发基于网络的电子邮件、日历和目录服务，这些举措将使该公司在日益拥挤的通信软件工具市场上与微软（MSFT）和 Phabet（GOOGL）旗下的谷歌等公司展开更直接的竞争。Zoom一直在逐步为其核心视频会议产品添加新产品，但电子邮件将是向拥有根深蒂固的参与者的成熟业务迈出的一大步，特别是微软Exchange和Outlook以及谷歌Gmail。</blockquote></p><p>D.A. Davidson analyst Rishi Jaluria writes in a research note Thursday that a Zoom move into email in particular “makes a lot of sense.” His view is that the pendulum is swinging back toward software suites and away from individual “best-of-breed” products as customers try to consolidate vendors.</p><p><blockquote>地方检察官戴维森（Davidson）分析师里希-贾卢里亚（Rishi Jaluria）在周四的一份研究报告中写道，Zoom 进军电子邮件领域 “非常有意义”。他认为，随着客户试图整合供应商，钟摆正在向软件套件倾斜，而不是向单个 “同类产品中的佼佼者 ”产品倾斜。</blockquote></p><p>“We see a convergence of workplace communication tools and it would make sense for Zoom to add functionality for email and real-time messaging as part of the existing platform,” he writes, noting that there have been previous reports that the company is mulling a move into collaborative communications tools likeSlack Technologies(WORK).</p><p><blockquote>“他写道：”我们看到了工作场所沟通工具的融合，Zoom 在现有平台的基础上增加电子邮件和实时消息传递功能是有意义的，”他指出，之前有报道称该公司正在考虑进军 Slack Technologies (WORK) 等协作沟通工具。</blockquote></p><p>Jaluria is less convinced of the potential for the company to move into directory services, in which it would compete with Okta (OKTA) and Microsoft Azure Active Directory—tools that make it easy for companies to administer email and other services. “We see this as a less obvious adjacency and would rather see Zoom get into content management or CCaaS (contact center as a service),” he writes.</p><p><blockquote>Jaluria不太相信该公司进军目录服务的潜力，在目录服务中，它将与Okta（OKTA）和微软Azure Active Directory竞争，这些工具使公司能够轻松管理电子邮件和其他服务。“他写道：”我们认为这是一个不太明显的邻接关系，更希望看到 Zoom 进入内容管理或 CCaaS（联络中心即服务）领域。</blockquote></p><p>Jaluria also points out that Zoom had about $1.9 billion in cash—and could use cash or equity to make acquisitions in related product areas.</p><p><blockquote>Jaluria 还指出，Zoom 拥有约 19 亿美元现金，可以使用现金或股权在相关产品领域进行收购。</blockquote></p><p>“The bigger takeaway, in our view, is that Zoom is proactively investing in new growth opportunities as we head into a post-pandemic world,” he writes. “It would be easier for Zoom to rest on its laurels, but the company is making the right investment to grow its footprint and add more value to customers (with the caveat that this is effective as long as Zoom continues investing aggressively in the core platform).”</p><p><blockquote>“他写道：”在我们看来，更大的收获是，随着我们进入大流行后的世界，Zoom 正在积极投资新的增长机会。“Zoom 更容易固步自封，但该公司正在进行正确的投资，以扩大其足迹，为客户增加更多价值（但需要注意的是，只要 Zoom 继续积极投资核心平台，这种投资就会有效）。”</blockquote></p><p>Jaluria is stickling to his bullish stance on the stock at a time when investors are wavering - Zoom shares have tumbled about 35% over the last two months as worries spread about how the company’s growth rate will be affected as the economy reopens in 2021.</p><p><blockquote>在投资者摇摆不定之际，Jaluria 坚持看好该股--Zoom 的股价在过去两个月中下跌了约 35%，因为人们担心随着 2021 年经济重新开放，Zoom 的增长率将受到怎样的影响。</blockquote></p><p>“We take the view that: the future of work has been irreversibly changed,” he writes. “We will enter a hybrid work future, where employees work from the office 3-4 days a week and remote the other 1-2 days; and Zoom is a critical component of enabling that hybrid work future. Zoom remains one of our favorite names headed into 2021.</p><p><blockquote>“他写道：”我们认为：工作的未来已经发生了不可逆转的变化。“我们将进入一个混合工作的未来，员工每周有 3-4 天在办公室工作，其余 1-2 天远程工作；而 Zoom 是实现混合工作未来的重要组成部分。进入 2021 年，Zoom 仍然是我们最喜欢的名字之一。</blockquote></p><p>He thinks the recent sellloff has created a buying opportunity, and repeats his Buy rating and $600 target on Zoom stock.</p><p><blockquote>他认为最近的抛售创造了买入机会，并重申了他对 Zoom 股票的买入评级和 600 美元的目标。</blockquote></p><p></p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Here’s Why Zoom Email Makes Sense<blockquote>这就是 Zoom 电子邮件的意义所在</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\">\nHere’s Why Zoom Email Makes Sense<blockquote>这就是 Zoom 电子邮件的意义所在</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2020-12-25 19:02</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Ready to sign up for Zoom mail?</p><p><blockquote>准备好注册Zoom邮件了吗？</blockquote></p><p>Yesterday, The InformationreportedthatZoom Video Communications(ticker: ZM) has begun working on web-based e-mail, calendar and directory services, steps that would put the company in more direct competition withMicrosoft(MSFT) andAlphabet’s(GOOGL) Google, among other players in the increasingly crowded market for communications software tools. Zoom has been gradually adding new products to its core videoconferencing offering—but email would be a huge leap into a well-established business with entrenched players, in particular Microsoft Exchange and Outlook and Google Gmail.</p><p><blockquote>昨天，《信息报》报道称，Zoom Video Communications（股票代码：ZM）已开始开发基于网络的电子邮件、日历和目录服务，这些举措将使该公司在日益拥挤的通信软件工具市场上与微软（MSFT）和 Phabet（GOOGL）旗下的谷歌等公司展开更直接的竞争。Zoom一直在逐步为其核心视频会议产品添加新产品，但电子邮件将是向拥有根深蒂固的参与者的成熟业务迈出的一大步，特别是微软Exchange和Outlook以及谷歌Gmail。</blockquote></p><p>D.A. Davidson analyst Rishi Jaluria writes in a research note Thursday that a Zoom move into email in particular “makes a lot of sense.” His view is that the pendulum is swinging back toward software suites and away from individual “best-of-breed” products as customers try to consolidate vendors.</p><p><blockquote>地方检察官戴维森（Davidson）分析师里希-贾卢里亚（Rishi Jaluria）在周四的一份研究报告中写道，Zoom 进军电子邮件领域 “非常有意义”。他认为，随着客户试图整合供应商，钟摆正在向软件套件倾斜，而不是向单个 “同类产品中的佼佼者 ”产品倾斜。</blockquote></p><p>“We see a convergence of workplace communication tools and it would make sense for Zoom to add functionality for email and real-time messaging as part of the existing platform,” he writes, noting that there have been previous reports that the company is mulling a move into collaborative communications tools likeSlack Technologies(WORK).</p><p><blockquote>“他写道：”我们看到了工作场所沟通工具的融合，Zoom 在现有平台的基础上增加电子邮件和实时消息传递功能是有意义的，”他指出，之前有报道称该公司正在考虑进军 Slack Technologies (WORK) 等协作沟通工具。</blockquote></p><p>Jaluria is less convinced of the potential for the company to move into directory services, in which it would compete with Okta (OKTA) and Microsoft Azure Active Directory—tools that make it easy for companies to administer email and other services. “We see this as a less obvious adjacency and would rather see Zoom get into content management or CCaaS (contact center as a service),” he writes.</p><p><blockquote>Jaluria不太相信该公司进军目录服务的潜力，在目录服务中，它将与Okta（OKTA）和微软Azure Active Directory竞争，这些工具使公司能够轻松管理电子邮件和其他服务。“他写道：”我们认为这是一个不太明显的邻接关系，更希望看到 Zoom 进入内容管理或 CCaaS（联络中心即服务）领域。</blockquote></p><p>Jaluria also points out that Zoom had about $1.9 billion in cash—and could use cash or equity to make acquisitions in related product areas.</p><p><blockquote>Jaluria 还指出，Zoom 拥有约 19 亿美元现金，可以使用现金或股权在相关产品领域进行收购。</blockquote></p><p>“The bigger takeaway, in our view, is that Zoom is proactively investing in new growth opportunities as we head into a post-pandemic world,” he writes. “It would be easier for Zoom to rest on its laurels, but the company is making the right investment to grow its footprint and add more value to customers (with the caveat that this is effective as long as Zoom continues investing aggressively in the core platform).”</p><p><blockquote>“他写道：”在我们看来，更大的收获是，随着我们进入大流行后的世界，Zoom 正在积极投资新的增长机会。“Zoom 更容易固步自封，但该公司正在进行正确的投资，以扩大其足迹，为客户增加更多价值（但需要注意的是，只要 Zoom 继续积极投资核心平台，这种投资就会有效）。”</blockquote></p><p>Jaluria is stickling to his bullish stance on the stock at a time when investors are wavering - Zoom shares have tumbled about 35% over the last two months as worries spread about how the company’s growth rate will be affected as the economy reopens in 2021.</p><p><blockquote>在投资者摇摆不定之际，Jaluria 坚持看好该股--Zoom 的股价在过去两个月中下跌了约 35%，因为人们担心随着 2021 年经济重新开放，Zoom 的增长率将受到怎样的影响。</blockquote></p><p>“We take the view that: the future of work has been irreversibly changed,” he writes. “We will enter a hybrid work future, where employees work from the office 3-4 days a week and remote the other 1-2 days; and Zoom is a critical component of enabling that hybrid work future. Zoom remains one of our favorite names headed into 2021.</p><p><blockquote>“他写道：”我们认为：工作的未来已经发生了不可逆转的变化。“我们将进入一个混合工作的未来，员工每周有 3-4 天在办公室工作，其余 1-2 天远程工作；而 Zoom 是实现混合工作未来的重要组成部分。进入 2021 年，Zoom 仍然是我们最喜欢的名字之一。</blockquote></p><p>He thinks the recent sellloff has created a buying opportunity, and repeats his Buy rating and $600 target on Zoom stock.</p><p><blockquote>他认为最近的抛售创造了买入机会，并重申了他对 Zoom 股票的买入评级和 600 美元的目标。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/heres-why-zoom-email-makes-sense-51608825672?mod=RTA\">Barrons</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ZM":"Zoom"},"source_url":"https://www.barrons.com/articles/heres-why-zoom-email-makes-sense-51608825672?mod=RTA","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1104425175","content_text":"Ready to sign up for Zoom mail?Yesterday, The InformationreportedthatZoom Video Communications(ticker: ZM) has begun working on web-based e-mail, calendar and directory services, steps that would put the company in more direct competition withMicrosoft(MSFT) andAlphabet’s(GOOGL) Google, among other players in the increasingly crowded market for communications software tools. Zoom has been gradually adding new products to its core videoconferencing offering—but email would be a huge leap into a well-established business with entrenched players, in particular Microsoft Exchange and Outlook and Google Gmail.D.A. Davidson analyst Rishi Jaluria writes in a research note Thursday that a Zoom move into email in particular “makes a lot of sense.” His view is that the pendulum is swinging back toward software suites and away from individual “best-of-breed” products as customers try to consolidate vendors.“We see a convergence of workplace communication tools and it would make sense for Zoom to add functionality for email and real-time messaging as part of the existing platform,” he writes, noting that there have been previous reports that the company is mulling a move into collaborative communications tools likeSlack Technologies(WORK).Jaluria is less convinced of the potential for the company to move into directory services, in which it would compete with Okta (OKTA) and Microsoft Azure Active Directory—tools that make it easy for companies to administer email and other services. “We see this as a less obvious adjacency and would rather see Zoom get into content management or CCaaS (contact center as a service),” he writes.Jaluria also points out that Zoom had about $1.9 billion in cash—and could use cash or equity to make acquisitions in related product areas.“The bigger takeaway, in our view, is that Zoom is proactively investing in new growth opportunities as we head into a post-pandemic world,” he writes. “It would be easier for Zoom to rest on its laurels, but the company is making the right investment to grow its footprint and add more value to customers (with the caveat that this is effective as long as Zoom continues investing aggressively in the core platform).”Jaluria is stickling to his bullish stance on the stock at a time when investors are wavering - Zoom shares have tumbled about 35% over the last two months as worries spread about how the company’s growth rate will be affected as the economy reopens in 2021.“We take the view that: the future of work has been irreversibly changed,” he writes. “We will enter a hybrid work future, where employees work from the office 3-4 days a week and remote the other 1-2 days; and Zoom is a critical component of enabling that hybrid work future. Zoom remains one of our favorite names headed into 2021.He thinks the recent sellloff has created a buying opportunity, and repeats his Buy rating and $600 target on Zoom stock.","news_type":1,"symbols_score_info":{"ZM":0.9}},"isVote":1,"tweetType":1,"viewCount":2132,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":339635990,"gmtCreate":1608825392410,"gmtModify":1703737063554,"author":{"id":"3571310877991613","authorId":"3571310877991613","name":"LeCiel","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3571310877991613","authorIdStr":"3571310877991613"},"themes":[],"title":"","htmlText":"Very unfortunate news for Alibaba","listText":"Very unfortunate news for Alibaba","text":"Very unfortunate news for Alibaba","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/339635990","repostId":"2093963715","repostType":2,"isVote":1,"tweetType":1,"viewCount":2494,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"posts","isTTM":false}