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vaicrazy
vaicrazy
·
2021-12-30
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vaicrazy
vaicrazy
·
2021-12-29
$KOUFU GROUP LIMITED(VL6.SI)$
what is in the news?
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vaicrazy
vaicrazy
·
2021-12-29
Hope it improves
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vaicrazy
vaicrazy
·
2021-12-29
Good
JD.com Upsizes and Extends Authorization Under Existing Share Repurchase Program<blockquote>京东扩大并延长现有股票回购计划下的授权</blockquote>
BEIJING, Dec. 29, 2021 (GLOBE NEWSWIRE) -- JD.com, Inc. (the “Company” or “JD.com”) (Nasdaq: JD; HKE
JD.com Upsizes and Extends Authorization Under Existing Share Repurchase Program<blockquote>京东扩大并延长现有股票回购计划下的授权</blockquote>
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vaicrazy
vaicrazy
·
2021-12-27
Good
2 Top Tech Stocks Ready for a Bull Run<blockquote>两只顶级科技股已做好牛市准备</blockquote>
Skyworks Solutions and Chewy haven't been the best performers in 2021, as shares of both companies h
2 Top Tech Stocks Ready for a Bull Run<blockquote>两只顶级科技股已做好牛市准备</blockquote>
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vaicrazy
vaicrazy
·
2021-12-26
Cool
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vaicrazy
vaicrazy
·
2021-12-25
Great
Will Apple or Microsoft hit $3 trillion next year? 10 tech predictions for 2022<blockquote>苹果或微软明年会达到3万亿美元吗？2022年10项技术预测</blockquote>
Wall Street has started its annual look-ahead predictions for next year, and Wedbush Securities is b
Will Apple or Microsoft hit $3 trillion next year? 10 tech predictions for 2022<blockquote>苹果或微软明年会达到3万亿美元吗？2022年10项技术预测</blockquote>
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vaicrazy
vaicrazy
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2021-12-24
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vaicrazy
vaicrazy
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2021-12-23
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vaicrazy
vaicrazy
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2021-12-22
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08:05","market":"hk","language":"en","title":"JD.com Upsizes and Extends Authorization Under Existing Share Repurchase Program<blockquote>京东扩大并延长现有股票回购计划下的授权</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1116394110","media":"GlobeNewswire","summary":"BEIJING, Dec. 29, 2021 (GLOBE NEWSWIRE) -- JD.com, Inc. 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The company has opened its technology and infrastructure to partners, brands and other sectors, as part of its Retail as a Service offering to help drive productivity and innovation across a range of industries.</p><p><blockquote>京东是一家领先的供应链技术和服务提供商。该公司尖端的零售基础设施旨在使消费者能够随时随地购买他们想要的任何东西。该公司已向合作伙伴、品牌和其他行业开放其技术和基础设施，作为其零售即服务产品的一部分，以帮助推动一系列行业的生产力和创新。</blockquote></p><p></p>","source":"lsy1573717531661","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>JD.com Upsizes and Extends Authorization Under Existing Share Repurchase Program<blockquote>京东扩大并延长现有股票回购计划下的授权</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\">\nJD.com Upsizes and Extends Authorization Under Existing Share Repurchase Program<blockquote>京东扩大并延长现有股票回购计划下的授权</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">GlobeNewswire</strong><span class=\"h-time small\">2021-12-29 08:05</span>\n</p>\n</h4>\n</header>\n<article>\n<p>BEIJING, Dec. 29, 2021 (GLOBE NEWSWIRE) -- JD.com, Inc. (the “Company” or “JD.com”) (Nasdaq: JD; HKEX: 9618), a leading supply chain-based technology and service provider, today announced that the Company’s Board of Directors has approved modifications to its existing share repurchase program adopted in March 2020, pursuant to which the repurchase authorization has increased from US$2.0 billion to US$3.0 billion and has been extended until March 17, 2024.</p><p><blockquote>北京，2021年12月29日(环球通讯社)--领先的供应链技术和服务提供商京东公司（以下简称“公司”或“京东”）（纳斯达克：JD；香港交易所：9618）今天宣布，公司董事会已批准对2020年3月通过的现有股票回购计划进行修改，根据该计划，回购授权从20亿美元增加至30亿美元，并延长至2024年3月17日。</blockquote></p><p> <b>About JD.com</b></p><p><blockquote><b>关于京东</b></blockquote></p><p> JD.com is a leading supply chain-based technology and service provider. The company’s cutting-edge retail infrastructure seeks to enable consumers to buy whatever they want, whenever and wherever they want it. The company has opened its technology and infrastructure to partners, brands and other sectors, as part of its Retail as a Service offering to help drive productivity and innovation across a range of industries.</p><p><blockquote>京东是一家领先的供应链技术和服务提供商。该公司尖端的零售基础设施旨在使消费者能够随时随地购买他们想要的任何东西。该公司已向合作伙伴、品牌和其他行业开放其技术和基础设施，作为其零售即服务产品的一部分，以帮助推动一系列行业的生产力和创新。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.globenewswire.com/news-release/2021/12/29/2358620/0/en/JD-com-Upsizes-and-Extends-Authorization-Under-Existing-Share-Repurchase-Program.html\">GlobeNewswire</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":{"JD":"京东","09618":"京东集团-SW"},"source_url":"https://www.globenewswire.com/news-release/2021/12/29/2358620/0/en/JD-com-Upsizes-and-Extends-Authorization-Under-Existing-Share-Repurchase-Program.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1116394110","content_text":"BEIJING, Dec. 29, 2021 (GLOBE NEWSWIRE) -- JD.com, Inc. (the “Company” or “JD.com”) (Nasdaq: JD; HKEX: 9618), a leading supply chain-based technology and service provider, today announced that the Company’s Board of Directors has approved modifications to its existing share repurchase program adopted in March 2020, pursuant to which the repurchase authorization has increased from US$2.0 billion to US$3.0 billion and has been extended until March 17, 2024.\nAbout JD.com\nJD.com is a leading supply chain-based technology and service provider. The company’s cutting-edge retail infrastructure seeks to enable consumers to buy whatever they want, whenever and wherever they want it. The company has opened its technology and infrastructure to partners, brands and other sectors, as part of its Retail as a Service offering to help drive productivity and innovation across a range of industries.","news_type":1,"symbols_score_info":{"09618":0.9,"JD":0.9}},"isVote":1,"tweetType":1,"viewCount":4164,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":698774435,"gmtCreate":1640567416124,"gmtModify":1640567495878,"author":{"id":"3573989963279471","authorId":"3573989963279471","name":"vaicrazy","avatar":"https://static.tigerbbs.com/5e1fe01bd5dda3f3a00e7197697a8873","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573989963279471","idStr":"3573989963279471"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/698774435","repostId":"1192758376","repostType":4,"repost":{"id":"1192758376","kind":"news","pubTimestamp":1640566987,"share":"https://www.laohu8.com/m/news/1192758376?lang=zh_CN&edition=full","pubTime":"2021-12-27 09:03","market":"us","language":"en","title":"2 Top Tech Stocks Ready for a Bull Run<blockquote>两只顶级科技股已做好牛市准备</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1192758376","media":"Motley Fool","summary":"Skyworks Solutions and Chewy haven't been the best performers in 2021, as shares of both companies h","content":"<p><a href=\"https://laohu8.com/S/SWKS\"><b>Skyworks Solutions</b></a> and <a href=\"https://laohu8.com/S/CHWY\"><b>Chewy</b></a> haven't been the best performers in 2021, as shares of both companies have dipped despite terrific growth in their businesses.</p><p><blockquote><a href=\"https://laohu8.com/S/SWKS\"><b>Skyworks解决方案</b></a>和<a href=\"https://laohu8.com/S/CHWY\"><b>耐嚼</b></a>2021年的表现并不是最好的，尽管两家公司的业务增长惊人，但它们的股价都有所下跌。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/a881b8c120a9a6bff447766d80c93aa1\" tg-width=\"720\" tg-height=\"528\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> SWKSDATA BYYCHARTS</p><p><blockquote>SWKS数据来自YCharts</blockquote></p><p> However, these tech stocks could step on the gas in the new year thanks to secular growth opportunities in the industries they operate in. Let's look at the reasons why Skyworks Solutions and Chewy could go on a bull run and leave this year's disappointing performance behind.</p><p><blockquote>然而，由于其所在行业的长期增长机会，这些科技股可能会在新的一年里加速增长。让我们看看Skyworks Solutions和Chewy能够继续牛市并将今年令人失望的业绩抛在脑后的原因。</blockquote></p><p> <a href=\"https://laohu8.com/S/SWKS\"><b>Skyworks Solutions</b></a></p><p><blockquote><a href=\"https://laohu8.com/S/SWKS\"><b>Skyworks解决方案</b></a></blockquote></p><p> Skyworks Solutions stock has dipped of late thanks to speculation that the demand for <b>Apple</b>'s(NASDAQ: AAPL)iPhone would take a hit in the holiday season. Reports suggest that long waiting times arising out of supply chain delays and production constraints haveput off customersfrom upgrading to the latest iPhone models. That has weighed on Skyworks as it supplies wireless chips for the iPhone.</p><p><blockquote>Skyworks Solutions股价最近下跌，原因是人们猜测Skyworks Solutions的需求<b>苹果</b>（纳斯达克股票代码：AAPL）的iPhone将在假期期间受到打击。报告显示，供应链延误和生产限制导致的漫长等待时间阻碍了客户升级到最新iPhone型号。这给为iPhone供应无线芯片的Skyworks带来了压力。</blockquote></p><p> However, there are indications that Apple's supply chain may be improving.<b>Morgan Stanley</b> analyst Katy Huberty recenlty increased her forecast for iPhone shipments in the December-ended quarter to 83 million units from the prior estimate of 80 million units, saying that Apple's supply chain problems have eased. If that estimate is hit, it would translate into a year-over-year increase of 3 million iPhone units sold, and that would be good for Skyworks since it gets most of its revenue by selling chips to Apple.</p><p><blockquote>不过，有迹象表明，苹果的供应链可能正在改善。<b>摩根士丹利</b>分析师Katy Huberty最近将截至12月底的季度iPhone出货量预期从之前估计的8000万部上调至8300万部，称苹果的供应链问题已经缓解。如果达到这一估计，iPhone销量将同比增加300万部，这对Skyworks来说是件好事，因为它的大部分收入是通过向苹果销售芯片获得的。</blockquote></p><p> Apple provided 59% of Skyworks' revenue last fiscal year, so increased sales for Apple would spell good things for Skyworks. A report cited by Taiwanese publication<i>DigiTimes</i>points out that Apple could sell over 300 million iPhones in 2022, a huge increase over this year's estimated iPhone shipments of 240 million units.</p><p><blockquote>上一财年，苹果为Skyworks提供了59%的收入，因此苹果销售额的增加对Skyworks来说是好事。台湾出版物引用的一篇报道<i>DigiTimes</i>指出苹果在2022年可能会售出超过3亿部iPhone，比今年预计的2.4亿部iPhone出货量大幅增长。</blockquote></p><p> That may seem ambitious, but it won't be surprising to see Apple come close to that target as it is reportedly working on a 5G-enabled iPhone SE that could be launched in 2022. Some expect the 5G iPhone SE to add 30 million units to Apple's shipments next year.</p><p><blockquote>这似乎雄心勃勃，但看到苹果接近这一目标也就不足为奇了，因为据报道，它正在开发一款支持5G的iPhone SE，可能会在2022年推出。一些人预计，5G iPhone SE明年将为苹果的出货量增加3000万部。</blockquote></p><p> All this indicates that Skyworks' terrific momentum is here to stay. The company's revenue in the recently concluded fiscal 2021 (ended on Oct. 1) increased 52% year over year, while adjusted earnings shot up 71% to $10.50 per share. Analysts estimate Skyworks' revenue will increase 11.4% in fiscal 2022, while earnings are expected to increase 10% to $11.56 per share. The bright prospects of its largest client could help Skyworks easily exceed those expectations.</p><p><blockquote>所有这些都表明Skyworks的强劲势头将持续下去。该公司在最近结束的2021财年（截至10月1日）的收入同比增长52%，而调整后收益飙升71%至每股10.50美元。分析师预计Skyworks 2022财年的收入将增长11.4%，而盈利预计将增长10%至每股11.56美元。其最大客户的光明前景可以帮助Skyworks轻松超越这些预期。</blockquote></p><p> And Skyworks Solutions is trading at just 18 times trailing earnings right now as compared to the <b>S&P 500</b>'s multiple of 28.</p><p><blockquote>Skyworks Solutions目前的市盈率仅为18倍<b>标普500</b>是28的倍数。</blockquote></p><p> <a href=\"https://laohu8.com/S/CHWY\"><b>Chewy</b></a></p><p><blockquote><a href=\"https://laohu8.com/S/CHWY\"><b>耐嚼</b></a></blockquote></p><p> Chewy stock has been hammered in 2021 even though the company is successfully taking advantage of the increase in online sales of pet food and products. The company's revenue in the third quarter of fiscal 2021 increased 24% year over year to $2.21 billion. Chewy's gross margin increased 90 basis points during the quarter to 26.4%.</p><p><blockquote>尽管Chewy成功利用了宠物食品和产品在线销售的增长，但该公司的股票在2021年仍遭受重创。该公司2021财年第三季度营收同比增长24%至22.1亿美元。Chewy的毛利率本季度增长90个基点至26.4%。</blockquote></p><p> Investors, however, pressed the panic button after Chewy's latest results were released on Dec. 9 as the company's loss of $0.08 per share was greater than Wall Street's anticipated $0.04-per-share loss. The company blamed supply chain problems, cost inflation, and labor shortages for the loss. But investors should not miss the forest for the trees as Chewy is well on track to benefit from a fast-growing market.</p><p><blockquote>然而，在Chewy于12月9日发布最新业绩后，投资者按下了恐慌按钮，因为该公司每股亏损0.08美元，高于华尔街预期的每股亏损0.04美元。该公司将亏损归咎于供应链问题、成本通胀和劳动力短缺。但投资者不应只见树木不见森林，因为Chewy有望从快速增长的市场中受益。</blockquote></p><p> The American Pet Products Association estimates that spending on pet products exceeded $100 billion last year. Morgan Stanley forecasts that pet spending could hit $275 billion by 2030.</p><p><blockquote>美国宠物用品协会估计，去年宠物用品支出超过1000亿美元。摩根士丹利预测，到2030年，宠物支出可能达到2750亿美元。</blockquote></p><p> Throw in the fact that 59% of spending on pet products is expected to happen online by 2025, as compared to 30% at the end of last year, and it is evident that Chewy is operating in a fast-growing industry. Chewy commands a 41% share of online spending on pet products and has a growing customer base that is spending more money on its offerings.</p><p><blockquote>再加上预计到2025年，59%的宠物产品支出将发生在网上，而去年年底这一比例为30%，很明显Chewy正在一个快速增长的行业中运营。Chewy在宠物产品在线支出中占据了41%的份额，并且拥有不断增长的客户群，他们在其产品上花费了更多的钱。</blockquote></p><p> Chewy is positioned to sustain its impressive pace of growth in the long run and the stock is trading at just 2.67 times sales, which means that it is available for a discount as compared to the S&P 500's multiple of 3.19. Investors looking to add a potentialgrowth stockto their portfolios should take a closer look at Chewy.</p><p><blockquote>从长远来看，Chewy有望维持其令人印象深刻的增长速度，该股的交易价格仅为销售额的2.67倍，这意味着与标普500 3.19倍的市盈率相比，它可以打折。希望在其投资组合中添加潜在增长股票的投资者应该仔细研究Chewy。</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>2 Top Tech Stocks Ready for a Bull Run<blockquote>两只顶级科技股已做好牛市准备</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\">\n2 Top Tech Stocks Ready for a Bull Run<blockquote>两只顶级科技股已做好牛市准备</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\">2021-12-27 09:03</span>\n</p>\n</h4>\n</header>\n<article>\n<p><a href=\"https://laohu8.com/S/SWKS\"><b>Skyworks Solutions</b></a> and <a href=\"https://laohu8.com/S/CHWY\"><b>Chewy</b></a> haven't been the best performers in 2021, as shares of both companies have dipped despite terrific growth in their businesses.</p><p><blockquote><a href=\"https://laohu8.com/S/SWKS\"><b>Skyworks解决方案</b></a>和<a href=\"https://laohu8.com/S/CHWY\"><b>耐嚼</b></a>2021年的表现并不是最好的，尽管两家公司的业务增长惊人，但它们的股价都有所下跌。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/a881b8c120a9a6bff447766d80c93aa1\" tg-width=\"720\" tg-height=\"528\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> SWKSDATA BYYCHARTS</p><p><blockquote>SWKS数据来自YCharts</blockquote></p><p> However, these tech stocks could step on the gas in the new year thanks to secular growth opportunities in the industries they operate in. Let's look at the reasons why Skyworks Solutions and Chewy could go on a bull run and leave this year's disappointing performance behind.</p><p><blockquote>然而，由于其所在行业的长期增长机会，这些科技股可能会在新的一年里加速增长。让我们看看Skyworks Solutions和Chewy能够继续牛市并将今年令人失望的业绩抛在脑后的原因。</blockquote></p><p> <a href=\"https://laohu8.com/S/SWKS\"><b>Skyworks Solutions</b></a></p><p><blockquote><a href=\"https://laohu8.com/S/SWKS\"><b>Skyworks解决方案</b></a></blockquote></p><p> Skyworks Solutions stock has dipped of late thanks to speculation that the demand for <b>Apple</b>'s(NASDAQ: AAPL)iPhone would take a hit in the holiday season. Reports suggest that long waiting times arising out of supply chain delays and production constraints haveput off customersfrom upgrading to the latest iPhone models. That has weighed on Skyworks as it supplies wireless chips for the iPhone.</p><p><blockquote>Skyworks Solutions股价最近下跌，原因是人们猜测Skyworks Solutions的需求<b>苹果</b>（纳斯达克股票代码：AAPL）的iPhone将在假期期间受到打击。报告显示，供应链延误和生产限制导致的漫长等待时间阻碍了客户升级到最新iPhone型号。这给为iPhone供应无线芯片的Skyworks带来了压力。</blockquote></p><p> However, there are indications that Apple's supply chain may be improving.<b>Morgan Stanley</b> analyst Katy Huberty recenlty increased her forecast for iPhone shipments in the December-ended quarter to 83 million units from the prior estimate of 80 million units, saying that Apple's supply chain problems have eased. If that estimate is hit, it would translate into a year-over-year increase of 3 million iPhone units sold, and that would be good for Skyworks since it gets most of its revenue by selling chips to Apple.</p><p><blockquote>不过，有迹象表明，苹果的供应链可能正在改善。<b>摩根士丹利</b>分析师Katy Huberty最近将截至12月底的季度iPhone出货量预期从之前估计的8000万部上调至8300万部，称苹果的供应链问题已经缓解。如果达到这一估计，iPhone销量将同比增加300万部，这对Skyworks来说是件好事，因为它的大部分收入是通过向苹果销售芯片获得的。</blockquote></p><p> Apple provided 59% of Skyworks' revenue last fiscal year, so increased sales for Apple would spell good things for Skyworks. A report cited by Taiwanese publication<i>DigiTimes</i>points out that Apple could sell over 300 million iPhones in 2022, a huge increase over this year's estimated iPhone shipments of 240 million units.</p><p><blockquote>上一财年，苹果为Skyworks提供了59%的收入，因此苹果销售额的增加对Skyworks来说是好事。台湾出版物引用的一篇报道<i>DigiTimes</i>指出苹果在2022年可能会售出超过3亿部iPhone，比今年预计的2.4亿部iPhone出货量大幅增长。</blockquote></p><p> That may seem ambitious, but it won't be surprising to see Apple come close to that target as it is reportedly working on a 5G-enabled iPhone SE that could be launched in 2022. Some expect the 5G iPhone SE to add 30 million units to Apple's shipments next year.</p><p><blockquote>这似乎雄心勃勃，但看到苹果接近这一目标也就不足为奇了，因为据报道，它正在开发一款支持5G的iPhone SE，可能会在2022年推出。一些人预计，5G iPhone SE明年将为苹果的出货量增加3000万部。</blockquote></p><p> All this indicates that Skyworks' terrific momentum is here to stay. The company's revenue in the recently concluded fiscal 2021 (ended on Oct. 1) increased 52% year over year, while adjusted earnings shot up 71% to $10.50 per share. Analysts estimate Skyworks' revenue will increase 11.4% in fiscal 2022, while earnings are expected to increase 10% to $11.56 per share. The bright prospects of its largest client could help Skyworks easily exceed those expectations.</p><p><blockquote>所有这些都表明Skyworks的强劲势头将持续下去。该公司在最近结束的2021财年（截至10月1日）的收入同比增长52%，而调整后收益飙升71%至每股10.50美元。分析师预计Skyworks 2022财年的收入将增长11.4%，而盈利预计将增长10%至每股11.56美元。其最大客户的光明前景可以帮助Skyworks轻松超越这些预期。</blockquote></p><p> And Skyworks Solutions is trading at just 18 times trailing earnings right now as compared to the <b>S&P 500</b>'s multiple of 28.</p><p><blockquote>Skyworks Solutions目前的市盈率仅为18倍<b>标普500</b>是28的倍数。</blockquote></p><p> <a href=\"https://laohu8.com/S/CHWY\"><b>Chewy</b></a></p><p><blockquote><a href=\"https://laohu8.com/S/CHWY\"><b>耐嚼</b></a></blockquote></p><p> Chewy stock has been hammered in 2021 even though the company is successfully taking advantage of the increase in online sales of pet food and products. The company's revenue in the third quarter of fiscal 2021 increased 24% year over year to $2.21 billion. Chewy's gross margin increased 90 basis points during the quarter to 26.4%.</p><p><blockquote>尽管Chewy成功利用了宠物食品和产品在线销售的增长，但该公司的股票在2021年仍遭受重创。该公司2021财年第三季度营收同比增长24%至22.1亿美元。Chewy的毛利率本季度增长90个基点至26.4%。</blockquote></p><p> Investors, however, pressed the panic button after Chewy's latest results were released on Dec. 9 as the company's loss of $0.08 per share was greater than Wall Street's anticipated $0.04-per-share loss. The company blamed supply chain problems, cost inflation, and labor shortages for the loss. But investors should not miss the forest for the trees as Chewy is well on track to benefit from a fast-growing market.</p><p><blockquote>然而，在Chewy于12月9日发布最新业绩后，投资者按下了恐慌按钮，因为该公司每股亏损0.08美元，高于华尔街预期的每股亏损0.04美元。该公司将亏损归咎于供应链问题、成本通胀和劳动力短缺。但投资者不应只见树木不见森林，因为Chewy有望从快速增长的市场中受益。</blockquote></p><p> The American Pet Products Association estimates that spending on pet products exceeded $100 billion last year. Morgan Stanley forecasts that pet spending could hit $275 billion by 2030.</p><p><blockquote>美国宠物用品协会估计，去年宠物用品支出超过1000亿美元。摩根士丹利预测，到2030年，宠物支出可能达到2750亿美元。</blockquote></p><p> Throw in the fact that 59% of spending on pet products is expected to happen online by 2025, as compared to 30% at the end of last year, and it is evident that Chewy is operating in a fast-growing industry. Chewy commands a 41% share of online spending on pet products and has a growing customer base that is spending more money on its offerings.</p><p><blockquote>再加上预计到2025年，59%的宠物产品支出将发生在网上，而去年年底这一比例为30%，很明显Chewy正在一个快速增长的行业中运营。Chewy在宠物产品在线支出中占据了41%的份额，并且拥有不断增长的客户群，他们在其产品上花费了更多的钱。</blockquote></p><p> Chewy is positioned to sustain its impressive pace of growth in the long run and the stock is trading at just 2.67 times sales, which means that it is available for a discount as compared to the S&P 500's multiple of 3.19. Investors looking to add a potentialgrowth stockto their portfolios should take a closer look at Chewy.</p><p><blockquote>从长远来看，Chewy有望维持其令人印象深刻的增长速度，该股的交易价格仅为销售额的2.67倍，这意味着与标普500 3.19倍的市盈率相比，它可以打折。希望在其投资组合中添加潜在增长股票的投资者应该仔细研究Chewy。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.fool.com/investing/2021/12/26/2-top-tech-stocks-ready-for-a-bull-run/\">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":{"SWKS":"思佳讯","CHWY":"Chewy, Inc."},"source_url":"https://www.fool.com/investing/2021/12/26/2-top-tech-stocks-ready-for-a-bull-run/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1192758376","content_text":"Skyworks Solutions and Chewy haven't been the best performers in 2021, as shares of both companies have dipped despite terrific growth in their businesses.\n\nSWKSDATA BYYCHARTS\nHowever, these tech stocks could step on the gas in the new year thanks to secular growth opportunities in the industries they operate in. Let's look at the reasons why Skyworks Solutions and Chewy could go on a bull run and leave this year's disappointing performance behind.\nSkyworks Solutions\nSkyworks Solutions stock has dipped of late thanks to speculation that the demand for Apple's(NASDAQ: AAPL)iPhone would take a hit in the holiday season. Reports suggest that long waiting times arising out of supply chain delays and production constraints haveput off customersfrom upgrading to the latest iPhone models. That has weighed on Skyworks as it supplies wireless chips for the iPhone.\nHowever, there are indications that Apple's supply chain may be improving.Morgan Stanley analyst Katy Huberty recenlty increased her forecast for iPhone shipments in the December-ended quarter to 83 million units from the prior estimate of 80 million units, saying that Apple's supply chain problems have eased. If that estimate is hit, it would translate into a year-over-year increase of 3 million iPhone units sold, and that would be good for Skyworks since it gets most of its revenue by selling chips to Apple.\nApple provided 59% of Skyworks' revenue last fiscal year, so increased sales for Apple would spell good things for Skyworks. A report cited by Taiwanese publicationDigiTimespoints out that Apple could sell over 300 million iPhones in 2022, a huge increase over this year's estimated iPhone shipments of 240 million units.\nThat may seem ambitious, but it won't be surprising to see Apple come close to that target as it is reportedly working on a 5G-enabled iPhone SE that could be launched in 2022. Some expect the 5G iPhone SE to add 30 million units to Apple's shipments next year.\nAll this indicates that Skyworks' terrific momentum is here to stay. The company's revenue in the recently concluded fiscal 2021 (ended on Oct. 1) increased 52% year over year, while adjusted earnings shot up 71% to $10.50 per share. Analysts estimate Skyworks' revenue will increase 11.4% in fiscal 2022, while earnings are expected to increase 10% to $11.56 per share. The bright prospects of its largest client could help Skyworks easily exceed those expectations.\nAnd Skyworks Solutions is trading at just 18 times trailing earnings right now as compared to the S&P 500's multiple of 28.\nChewy\nChewy stock has been hammered in 2021 even though the company is successfully taking advantage of the increase in online sales of pet food and products. The company's revenue in the third quarter of fiscal 2021 increased 24% year over year to $2.21 billion. Chewy's gross margin increased 90 basis points during the quarter to 26.4%.\nInvestors, however, pressed the panic button after Chewy's latest results were released on Dec. 9 as the company's loss of $0.08 per share was greater than Wall Street's anticipated $0.04-per-share loss. The company blamed supply chain problems, cost inflation, and labor shortages for the loss. But investors should not miss the forest for the trees as Chewy is well on track to benefit from a fast-growing market.\nThe American Pet Products Association estimates that spending on pet products exceeded $100 billion last year. Morgan Stanley forecasts that pet spending could hit $275 billion by 2030.\nThrow in the fact that 59% of spending on pet products is expected to happen online by 2025, as compared to 30% at the end of last year, and it is evident that Chewy is operating in a fast-growing industry. Chewy commands a 41% share of online spending on pet products and has a growing customer base that is spending more money on its offerings.\nChewy is positioned to sustain its impressive pace of growth in the long run and the stock is trading at just 2.67 times sales, which means that it is available for a discount as compared to the S&P 500's multiple of 3.19. Investors looking to add a potentialgrowth stockto their portfolios should take a closer look at Chewy.","news_type":1,"symbols_score_info":{"CHWY":0.9,"SWKS":0.9}},"isVote":1,"tweetType":1,"viewCount":1974,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":698425160,"gmtCreate":1640502705995,"gmtModify":1640502706135,"author":{"id":"3573989963279471","authorId":"3573989963279471","name":"vaicrazy","avatar":"https://static.tigerbbs.com/5e1fe01bd5dda3f3a00e7197697a8873","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573989963279471","idStr":"3573989963279471"},"themes":[],"htmlText":"Cool","listText":"Cool","text":"Cool","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/698425160","repostId":"2194711211","repostType":4,"isVote":1,"tweetType":1,"viewCount":4690,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":698670893,"gmtCreate":1640394663454,"gmtModify":1640394663622,"author":{"id":"3573989963279471","authorId":"3573989963279471","name":"vaicrazy","avatar":"https://static.tigerbbs.com/5e1fe01bd5dda3f3a00e7197697a8873","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573989963279471","idStr":"3573989963279471"},"themes":[],"htmlText":"Great","listText":"Great","text":"Great","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/698670893","repostId":"1195657371","repostType":4,"repost":{"id":"1195657371","kind":"news","pubTimestamp":1640394204,"share":"https://www.laohu8.com/m/news/1195657371?lang=zh_CN&edition=full","pubTime":"2021-12-25 09:03","market":"us","language":"en","title":"Will Apple or Microsoft hit $3 trillion next year? 10 tech predictions for 2022<blockquote>苹果或微软明年会达到3万亿美元吗？2022年10项技术预测</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1195657371","media":"Seeking Alpha","summary":"Wall Street has started its annual look-ahead predictions for next year, and Wedbush Securities is b","content":"<p><ul> <li>Wall Street has started its annual look-ahead predictions for next year, and Wedbush Securities is bullish on several themes, including continued growth from Apple(NASDAQ:AAPL), Microsoft(NASDAQ:MSFT), Alphabet(NASDAQ:GOOGL)and other big tech companies.</li> <li>Analyst Dan Ives believes that some of the recent volatility the stock market has seen is no more than a \"painful digestion period [along with Omicron fears],\" as earnings estimates now factor in a hawkish Fed and some stretched valuations for tech stocks. However, Ives is bullish on tech stocks for next year.</li> <li>As part of his prediction list, Ives believes Apple (AAPL) will unveil its long-awaited and oft-speculated AR/VR headset Apple Glasses in the summer, which will \"result in another major growth catalyst for the stock\" as the world's most valuable company continues to monetize its user base.</li> <li>Ives also thinks that the broader NASDAQ(COMP.IND), represented by the Invesco QQQ Trust Series 1(NASDAQ:QQQ), is likely to hit 19,000 by the year-end, up from around its current level of 15,400, as the digital transformation between businesses and consumers continues. He adds that the underlying growth prospects for the broader tech sector are between two and three times the normalized or historical patterns.</li> <li>The metaverse, an idea that has been bandied about for nearly 30 years, seems poised to move from hype to reality, Ives suggests, as companies like Meta Platforms(NASDAQ:FB), Apple (AAPL), Google (GOOGL) and Microsoft (MSFT) invest \"billions\" of dollars over the next year in this space, with \"significant\" amounts of merger activity likely to come.</li> <li>Ives also thinks that the cloud arms race will stay heated, as the entrants go after $1 trillion in spending over the next decade. He believes that more than 50% of workloads will be on the cloud by the end of 2022, up from 43% currently, largely benefiting Amazon(NASDAQ:AMZN), Microsoft (MSFT) and Google (GOOGL), followed by Oracle(NYSE:ORCL)and IBM(NYSE:IBM).</li> <li>Cybersecurity budgets appear poised to increase sharply next year, Ives predicts, rising 21% in 2022, or about 1% above a \"robust\" year in 2021. As such, he believes companies like Zscaler(NASDAQ:ZS), Tenable(NYSE:TEN), CyberArk(NASDAQ:CYBR), Varonis(NASDAQ:VRNS), Sailpoint(NYSE:SAIL), Fortinet(NASDAQ:FTNT)and Palo Alto Networks(NASDAQ:PANW).</li> <li>Despite what is likely to be a rising interest rate environment, tech companies will likely continue to spend and acquire in significant fashion next year, Ives believes. Cerence(NASDAQ:CRNC), Matterport(NASDAQ:MTTR), Varonis (VRNS), Rapid7(NASDAQ:RPD)and Sailpoint (SAIL) are the analyst's top five M&A candidates for next year.</li> <li>On the macro front, Ives thinks that the chip shortage, particularly out of Asia, will \"significantly moderate\" in the first half of the year. Apple (AAPL) and the chip companies - Ives did name any specific ones - are the \"best springboard bets to benefit from this key dynamic easing.\"</li> <li>Keeping in-line with broader ideas, Ives thinks that the regulatory environment in the U.S. and Europe will be a threat to the big-tech companies around anti-trust and monopoly concerns, but instead of structural changes, it is likely to largely wind up in the companies being fined, and potentially hampering their ability to buy or acquire other companies.</li> <li>Ives also thinks that Chinese tech companies will continue to be a \"very treacherous\" space for global investors, as the government continues to crack down on companies. As such, this could result in more dollars coming out of Chinese tech stocks and rotating into U.S. tech stocks.</li> <li>Lastly, Ives thinks Apple (AAPL) will reach a $3 trillion market cap next year, to be followed thereafter by Microsoft (MSFT).</li> </ul></p><p><blockquote><ul><li>华尔街已经开始对明年进行年度前瞻预测，韦德布什证券看好多个主题，包括苹果（纳斯达克：AAPL）、微软（纳斯达克：MSFT）、Alphabet（纳斯达克：GOOGL）和其他大型科技公司。</li><li>分析师Dan Ives认为，股市最近出现的一些波动只不过是“痛苦的消化期（以及对奥密克戎的担忧）”，因为盈利预期现在考虑了鹰派美联储和科技股估值过高的因素。然而，艾夫斯看好明年的科技股。</li><li>作为他预测清单的一部分，Ives认为苹果(AAPL)将在夏季推出其期待已久且经常被猜测的AR/VR耳机苹果眼镜，这将“为该股带来另一个主要增长催化剂”，因为世界上最有价值的公司继续从其用户群中获利。</li><li>Ives还认为，以景顺QQQ Trust Series 1（纳斯达克股票代码：QQQ）为代表的更广泛的纳斯达克（COMP.IND）到年底可能会从目前的15,400左右达到19,000点，因为企业和消费者之间的数字化转型仍在继续。他补充说，更广泛的科技行业的潜在增长前景是正常化或历史模式的两到三倍。</li><li>Ives表示，随着Meta Platforms（纳斯达克股票代码：FB）、苹果（AAPL）、谷歌（GOOGL）等公司和微软（MSFT）明年将在该领域投资“数十亿”美元，并且可能会出现“大量”合并活动。</li><li>艾夫斯还认为，随着进入者在未来十年追求1万亿美元的支出，云军备竞赛将保持激烈。他认为，到2022年底，超过50%的工作负载将位于云上，高于目前的43%，这主要有利于亚马逊（纳斯达克：AMZN）、微软（MSFT）和谷歌（GOOGL），其次是甲骨文（纽约证券交易所代码：ORCL）和IBM（纽约证券交易所代码：IBM）。</li><li>艾夫斯预测，明年网络安全预算似乎将大幅增加，2022年将增长21%，比2021年“强劲”的一年高出约1%。因此，他相信Zscaler（纳斯达克股票代码：ZS）、Tenable（纽约证券交易所股票代码：TEN）、CyberArk（纳斯达克股票代码：CYBR）、Varonis（纳斯达克股票代码：VRNS）、Sailpoint（纽约证券交易所股票代码：SAIL）、Fortinet（纳斯达克股票代码：FTNT）和Palo Alto Networks（纳斯达克股票代码：PANW）。</li><li>艾夫斯认为，尽管利率环境可能会上升，但科技公司明年可能会继续大举支出和收购。Cerence（纳斯达克：CRNC）、Matterport（纳斯达克：MTTR）、Varonis（VRNS）、Rapid7（纳斯达克：RPD）和Sailpoint（SAIL）是该分析师明年的五大并购候选者。</li><li>在宏观方面，艾夫斯认为芯片短缺，特别是亚洲以外的芯片短缺，将在今年上半年“显着缓解”。苹果（AAPL）和芯片公司——艾夫斯没有提到任何具体的公司——是“从这一关键动态宽松中受益的最佳跳板赌注”。</li><li>艾夫斯认为，与更广泛的想法保持一致，美国和欧洲的监管环境将围绕反垄断和垄断问题对大型科技公司构成威胁，但这可能会在很大程度上导致公司被罚款，并可能阻碍他们购买或收购其他公司的能力。</li><li>艾夫斯还认为，随着政府继续打击企业，中国科技公司将继续成为全球投资者“非常危险”的空间。因此，这可能会导致更多美元从中国科技股流出并流入美国科技股。</li><li>最后，Ives认为苹果(AAPL)明年的市值将达到3万亿美元，随后是微软(MSFT)。</li></ul></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>Will Apple or Microsoft hit $3 trillion next year? 10 tech predictions for 2022<blockquote>苹果或微软明年会达到3万亿美元吗？2022年10项技术预测</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\">\nWill Apple or Microsoft hit $3 trillion next year? 10 tech predictions for 2022<blockquote>苹果或微软明年会达到3万亿美元吗？2022年10项技术预测</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Seeking Alpha</strong><span class=\"h-time small\">2021-12-25 09:03</span>\n</p>\n</h4>\n</header>\n<article>\n<p><ul> <li>Wall Street has started its annual look-ahead predictions for next year, and Wedbush Securities is bullish on several themes, including continued growth from Apple(NASDAQ:AAPL), Microsoft(NASDAQ:MSFT), Alphabet(NASDAQ:GOOGL)and other big tech companies.</li> <li>Analyst Dan Ives believes that some of the recent volatility the stock market has seen is no more than a \"painful digestion period [along with Omicron fears],\" as earnings estimates now factor in a hawkish Fed and some stretched valuations for tech stocks. However, Ives is bullish on tech stocks for next year.</li> <li>As part of his prediction list, Ives believes Apple (AAPL) will unveil its long-awaited and oft-speculated AR/VR headset Apple Glasses in the summer, which will \"result in another major growth catalyst for the stock\" as the world's most valuable company continues to monetize its user base.</li> <li>Ives also thinks that the broader NASDAQ(COMP.IND), represented by the Invesco QQQ Trust Series 1(NASDAQ:QQQ), is likely to hit 19,000 by the year-end, up from around its current level of 15,400, as the digital transformation between businesses and consumers continues. He adds that the underlying growth prospects for the broader tech sector are between two and three times the normalized or historical patterns.</li> <li>The metaverse, an idea that has been bandied about for nearly 30 years, seems poised to move from hype to reality, Ives suggests, as companies like Meta Platforms(NASDAQ:FB), Apple (AAPL), Google (GOOGL) and Microsoft (MSFT) invest \"billions\" of dollars over the next year in this space, with \"significant\" amounts of merger activity likely to come.</li> <li>Ives also thinks that the cloud arms race will stay heated, as the entrants go after $1 trillion in spending over the next decade. He believes that more than 50% of workloads will be on the cloud by the end of 2022, up from 43% currently, largely benefiting Amazon(NASDAQ:AMZN), Microsoft (MSFT) and Google (GOOGL), followed by Oracle(NYSE:ORCL)and IBM(NYSE:IBM).</li> <li>Cybersecurity budgets appear poised to increase sharply next year, Ives predicts, rising 21% in 2022, or about 1% above a \"robust\" year in 2021. As such, he believes companies like Zscaler(NASDAQ:ZS), Tenable(NYSE:TEN), CyberArk(NASDAQ:CYBR), Varonis(NASDAQ:VRNS), Sailpoint(NYSE:SAIL), Fortinet(NASDAQ:FTNT)and Palo Alto Networks(NASDAQ:PANW).</li> <li>Despite what is likely to be a rising interest rate environment, tech companies will likely continue to spend and acquire in significant fashion next year, Ives believes. Cerence(NASDAQ:CRNC), Matterport(NASDAQ:MTTR), Varonis (VRNS), Rapid7(NASDAQ:RPD)and Sailpoint (SAIL) are the analyst's top five M&A candidates for next year.</li> <li>On the macro front, Ives thinks that the chip shortage, particularly out of Asia, will \"significantly moderate\" in the first half of the year. Apple (AAPL) and the chip companies - Ives did name any specific ones - are the \"best springboard bets to benefit from this key dynamic easing.\"</li> <li>Keeping in-line with broader ideas, Ives thinks that the regulatory environment in the U.S. and Europe will be a threat to the big-tech companies around anti-trust and monopoly concerns, but instead of structural changes, it is likely to largely wind up in the companies being fined, and potentially hampering their ability to buy or acquire other companies.</li> <li>Ives also thinks that Chinese tech companies will continue to be a \"very treacherous\" space for global investors, as the government continues to crack down on companies. As such, this could result in more dollars coming out of Chinese tech stocks and rotating into U.S. tech stocks.</li> <li>Lastly, Ives thinks Apple (AAPL) will reach a $3 trillion market cap next year, to be followed thereafter by Microsoft (MSFT).</li> </ul></p><p><blockquote><ul><li>华尔街已经开始对明年进行年度前瞻预测，韦德布什证券看好多个主题，包括苹果（纳斯达克：AAPL）、微软（纳斯达克：MSFT）、Alphabet（纳斯达克：GOOGL）和其他大型科技公司。</li><li>分析师Dan Ives认为，股市最近出现的一些波动只不过是“痛苦的消化期（以及对奥密克戎的担忧）”，因为盈利预期现在考虑了鹰派美联储和科技股估值过高的因素。然而，艾夫斯看好明年的科技股。</li><li>作为他预测清单的一部分，Ives认为苹果(AAPL)将在夏季推出其期待已久且经常被猜测的AR/VR耳机苹果眼镜，这将“为该股带来另一个主要增长催化剂”，因为世界上最有价值的公司继续从其用户群中获利。</li><li>Ives还认为，以景顺QQQ Trust Series 1（纳斯达克股票代码：QQQ）为代表的更广泛的纳斯达克（COMP.IND）到年底可能会从目前的15,400左右达到19,000点，因为企业和消费者之间的数字化转型仍在继续。他补充说，更广泛的科技行业的潜在增长前景是正常化或历史模式的两到三倍。</li><li>Ives表示，随着Meta Platforms（纳斯达克股票代码：FB）、苹果（AAPL）、谷歌（GOOGL）等公司和微软（MSFT）明年将在该领域投资“数十亿”美元，并且可能会出现“大量”合并活动。</li><li>艾夫斯还认为，随着进入者在未来十年追求1万亿美元的支出，云军备竞赛将保持激烈。他认为，到2022年底，超过50%的工作负载将位于云上，高于目前的43%，这主要有利于亚马逊（纳斯达克：AMZN）、微软（MSFT）和谷歌（GOOGL），其次是甲骨文（纽约证券交易所代码：ORCL）和IBM（纽约证券交易所代码：IBM）。</li><li>艾夫斯预测，明年网络安全预算似乎将大幅增加，2022年将增长21%，比2021年“强劲”的一年高出约1%。因此，他相信Zscaler（纳斯达克股票代码：ZS）、Tenable（纽约证券交易所股票代码：TEN）、CyberArk（纳斯达克股票代码：CYBR）、Varonis（纳斯达克股票代码：VRNS）、Sailpoint（纽约证券交易所股票代码：SAIL）、Fortinet（纳斯达克股票代码：FTNT）和Palo Alto Networks（纳斯达克股票代码：PANW）。</li><li>艾夫斯认为，尽管利率环境可能会上升，但科技公司明年可能会继续大举支出和收购。Cerence（纳斯达克：CRNC）、Matterport（纳斯达克：MTTR）、Varonis（VRNS）、Rapid7（纳斯达克：RPD）和Sailpoint（SAIL）是该分析师明年的五大并购候选者。</li><li>在宏观方面，艾夫斯认为芯片短缺，特别是亚洲以外的芯片短缺，将在今年上半年“显着缓解”。苹果（AAPL）和芯片公司——艾夫斯没有提到任何具体的公司——是“从这一关键动态宽松中受益的最佳跳板赌注”。</li><li>艾夫斯认为，与更广泛的想法保持一致，美国和欧洲的监管环境将围绕反垄断和垄断问题对大型科技公司构成威胁，但这可能会在很大程度上导致公司被罚款，并可能阻碍他们购买或收购其他公司的能力。</li><li>艾夫斯还认为，随着政府继续打击企业，中国科技公司将继续成为全球投资者“非常危险”的空间。因此，这可能会导致更多美元从中国科技股流出并流入美国科技股。</li><li>最后，Ives认为苹果(AAPL)明年的市值将达到3万亿美元，随后是微软(MSFT)。</li></ul></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/news/3782833-will-apple-or-microsoft-hit-3-trillion-next-year-10-tech-predictions-for-2022\">Seeking Alpha</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果","MSFT":"微软"},"source_url":"https://seekingalpha.com/news/3782833-will-apple-or-microsoft-hit-3-trillion-next-year-10-tech-predictions-for-2022","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1195657371","content_text":"Wall Street has started its annual look-ahead predictions for next year, and Wedbush Securities is bullish on several themes, including continued growth from Apple(NASDAQ:AAPL), Microsoft(NASDAQ:MSFT), Alphabet(NASDAQ:GOOGL)and other big tech companies.\nAnalyst Dan Ives believes that some of the recent volatility the stock market has seen is no more than a \"painful digestion period [along with Omicron fears],\" as earnings estimates now factor in a hawkish Fed and some stretched valuations for tech stocks. However, Ives is bullish on tech stocks for next year.\nAs part of his prediction list, Ives believes Apple (AAPL) will unveil its long-awaited and oft-speculated AR/VR headset Apple Glasses in the summer, which will \"result in another major growth catalyst for the stock\" as the world's most valuable company continues to monetize its user base.\nIves also thinks that the broader NASDAQ(COMP.IND), represented by the Invesco QQQ Trust Series 1(NASDAQ:QQQ), is likely to hit 19,000 by the year-end, up from around its current level of 15,400, as the digital transformation between businesses and consumers continues. He adds that the underlying growth prospects for the broader tech sector are between two and three times the normalized or historical patterns.\nThe metaverse, an idea that has been bandied about for nearly 30 years, seems poised to move from hype to reality, Ives suggests, as companies like Meta Platforms(NASDAQ:FB), Apple (AAPL), Google (GOOGL) and Microsoft (MSFT) invest \"billions\" of dollars over the next year in this space, with \"significant\" amounts of merger activity likely to come.\nIves also thinks that the cloud arms race will stay heated, as the entrants go after $1 trillion in spending over the next decade. He believes that more than 50% of workloads will be on the cloud by the end of 2022, up from 43% currently, largely benefiting Amazon(NASDAQ:AMZN), Microsoft (MSFT) and Google (GOOGL), followed by Oracle(NYSE:ORCL)and IBM(NYSE:IBM).\nCybersecurity budgets appear poised to increase sharply next year, Ives predicts, rising 21% in 2022, or about 1% above a \"robust\" year in 2021. As such, he believes companies like Zscaler(NASDAQ:ZS), Tenable(NYSE:TEN), CyberArk(NASDAQ:CYBR), Varonis(NASDAQ:VRNS), Sailpoint(NYSE:SAIL), Fortinet(NASDAQ:FTNT)and Palo Alto Networks(NASDAQ:PANW).\nDespite what is likely to be a rising interest rate environment, tech companies will likely continue to spend and acquire in significant fashion next year, Ives believes. Cerence(NASDAQ:CRNC), Matterport(NASDAQ:MTTR), Varonis (VRNS), Rapid7(NASDAQ:RPD)and Sailpoint (SAIL) are the analyst's top five M&A candidates for next year.\nOn the macro front, Ives thinks that the chip shortage, particularly out of Asia, will \"significantly moderate\" in the first half of the year. Apple (AAPL) and the chip companies - Ives did name any specific ones - are the \"best springboard bets to benefit from this key dynamic easing.\"\nKeeping in-line with broader ideas, Ives thinks that the regulatory environment in the U.S. and Europe will be a threat to the big-tech companies around anti-trust and monopoly concerns, but instead of structural changes, it is likely to largely wind up in the companies being fined, and potentially hampering their ability to buy or acquire other companies.\nIves also thinks that Chinese tech companies will continue to be a \"very treacherous\" space for global investors, as the government continues to crack down on companies. As such, this could result in more dollars coming out of Chinese tech stocks and rotating into U.S. tech stocks.\nLastly, Ives thinks Apple (AAPL) will reach a $3 trillion market cap next year, to be followed thereafter by Microsoft (MSFT).","news_type":1,"symbols_score_info":{"AAPL":0.9,"MSFT":0.9}},"isVote":1,"tweetType":1,"viewCount":2499,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":698399274,"gmtCreate":1640301070740,"gmtModify":1640301071239,"author":{"id":"3573989963279471","authorId":"3573989963279471","name":"vaicrazy","avatar":"https://static.tigerbbs.com/5e1fe01bd5dda3f3a00e7197697a8873","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573989963279471","idStr":"3573989963279471"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/698399274","repostId":"2193078140","repostType":4,"isVote":1,"tweetType":1,"viewCount":3727,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":691249578,"gmtCreate":1640215482231,"gmtModify":1640215482397,"author":{"id":"3573989963279471","authorId":"3573989963279471","name":"vaicrazy","avatar":"https://static.tigerbbs.com/5e1fe01bd5dda3f3a00e7197697a8873","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573989963279471","idStr":"3573989963279471"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/691249578","repostId":"1116093171","repostType":4,"isVote":1,"tweetType":1,"viewCount":3579,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":691966384,"gmtCreate":1640127413993,"gmtModify":1640127414124,"author":{"id":"3573989963279471","authorId":"3573989963279471","name":"vaicrazy","avatar":"https://static.tigerbbs.com/5e1fe01bd5dda3f3a00e7197697a8873","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573989963279471","idStr":"3573989963279471"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/691966384","repostId":"2193663561","repostType":4,"isVote":1,"tweetType":1,"viewCount":2718,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}