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babypink
babypink
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2021-09-06
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babypink
babypink
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2021-08-28
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Crypto stocks surged in morning trading<blockquote>加密货币股票早盘飙升</blockquote>
Crypto stocks surged in morning trading.Bit Digital,Marathon Digital,Riot Blockchain,SoS Ltd,Square,
Crypto stocks surged in morning trading<blockquote>加密货币股票早盘飙升</blockquote>
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babypink
babypink
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2021-08-25
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babypink
babypink
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2021-08-23
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babypink
babypink
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2021-08-20
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babypink
babypink
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2021-08-18
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Apple Sees Delay In Its Shift Away From China Due To COVID-19: Report<blockquote>报告称，由于COVID-19，苹果推迟了从中国的转变</blockquote>
Apple is slowing plans to shift production from China to Vietnam as governments tighten border contr
Apple Sees Delay In Its Shift Away From China Due To COVID-19: Report<blockquote>报告称，由于COVID-19，苹果推迟了从中国的转变</blockquote>
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babypink
babypink
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2021-08-16
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babypink
babypink
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2021-08-15
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babypink
babypink
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2021-08-09
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babypink
babypink
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2021-08-06
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20 cloud stocks expected to increase sales the most over the next two years<blockquote>预计未来两年销售额增幅最大的20只云股票</blockquote>
Cloud ETFs are close to record highs, propelled by a rally in the sector Analysts see stellar sales
20 cloud stocks expected to increase sales the most over the next two years<blockquote>预计未来两年销售额增幅最大的20只云股票</blockquote>
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stocks surged in morning trading.Bit Digital,Marathon Digital,Riot Blockchain,SoS Ltd,Square,Coinbase and Paypal climbed between 1% and 13%.</p><p><blockquote>加密货币股票在早盘交易中飙升。Bit Digital、Marathon Digital、Riot Blockchain、SoS Ltd、Square、Coinbase和Paypal股价上涨1%至13%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/67735af69f95f6a88ee67ae3737e58c0\" tg-width=\"364\" tg-height=\"715\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MARA":"MARA Holdings","COIN":"Coinbase Global, Inc.","EBON":"亿邦国际","RIOT":"Riot Platforms","NCTY":"第九城市","BTBT":"Bit Digital, Inc.","SOS":"SOS Limited","CAN":"嘉楠科技"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1199074003","content_text":"Crypto stocks surged in morning trading.Bit Digital,Marathon Digital,Riot Blockchain,SoS Ltd,Square,Coinbase and Paypal climbed between 1% and 13%.","news_type":1,"symbols_score_info":{"SOS":0.9,"BTCM":0.9,"RIOT":0.9,"SQ":0.9,"COIN":0.9,"EBON":0.9,"MARA":0.9,"BTBT":0.9,"CAN":0.9,"NCTY":0.9}},"isVote":1,"tweetType":1,"viewCount":2355,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":837305526,"gmtCreate":1629855456865,"gmtModify":1631890811255,"author":{"id":"3576747179382758","authorId":"3576747179382758","name":"babypink","avatar":"https://static.tigerbbs.com/5ee4cf851d4f9f94c6c4ad03de99840c","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576747179382758","authorIdStr":"3576747179382758"},"themes":[],"htmlText":"like","listText":"like","text":"like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/837305526","repostId":"2162087564","repostType":4,"isVote":1,"tweetType":1,"viewCount":1587,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":832519099,"gmtCreate":1629659217711,"gmtModify":1631890811265,"author":{"id":"3576747179382758","authorId":"3576747179382758","name":"babypink","avatar":"https://static.tigerbbs.com/5ee4cf851d4f9f94c6c4ad03de99840c","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576747179382758","authorIdStr":"3576747179382758"},"themes":[],"htmlText":"like","listText":"like","text":"like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/832519099","repostId":"1133515985","repostType":4,"isVote":1,"tweetType":1,"viewCount":2674,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":838564215,"gmtCreate":1629420030737,"gmtModify":1631890811277,"author":{"id":"3576747179382758","authorId":"3576747179382758","name":"babypink","avatar":"https://static.tigerbbs.com/5ee4cf851d4f9f94c6c4ad03de99840c","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576747179382758","authorIdStr":"3576747179382758"},"themes":[],"htmlText":"like","listText":"like","text":"like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/838564215","repostId":"2160915795","repostType":4,"isVote":1,"tweetType":1,"viewCount":1660,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":831984603,"gmtCreate":1629280109202,"gmtModify":1631890811290,"author":{"id":"3576747179382758","authorId":"3576747179382758","name":"babypink","avatar":"https://static.tigerbbs.com/5ee4cf851d4f9f94c6c4ad03de99840c","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576747179382758","authorIdStr":"3576747179382758"},"themes":[],"htmlText":"like","listText":"like","text":"like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/831984603","repostId":"1160063301","repostType":4,"repost":{"id":"1160063301","kind":"news","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1629279635,"share":"https://www.laohu8.com/m/news/1160063301?lang=zh_CN&edition=full","pubTime":"2021-08-18 17:40","market":"us","language":"en","title":"Apple Sees Delay In Its Shift Away From China Due To COVID-19: Report<blockquote>报告称，由于COVID-19，苹果推迟了从中国的转变</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1160063301","media":"Benzinga","summary":"Apple is slowing plans to shift production from China to Vietnam as governments tighten border contr","content":"<p><b><a href=\"https://laohu8.com/S/AAPL\">Apple</a></b> is slowing plans to shift production from <b>China</b> to <b>Vietnam</b> as governments tighten border controls to contain outbreaks of new variants of the coronavirus, Nikkei Asiareportedon Tuesday, citing sources.</p><p><blockquote><b><a href=\"https://laohu8.com/S/AAPL\">苹果</a></b>正在放缓将生产转移到<b>中国</b>到<b>越南</b>据《日经亚洲》周二援引消息人士的话报道，随着各国政府加强边境管制以遏制冠状病毒新变种的爆发。</blockquote></p><p> <b>What Happened:</b> The Cupertino, California-based tech giant plans to start mass production of its latest <b>AirPods</b> earphones in China instead of Vietnam as previously planned.</p><p><blockquote><b>发生了什么：</b>这家总部位于加利福尼亚州库比蒂诺的科技巨头计划开始大规模生产其最新的<b>AirPods</b>耳机在中国而不是之前计划的越南。</blockquote></p><p> Apple reportedly still aims to move around 20% of new AirPods production to Vietnam at some point in the future.</p><p><blockquote>据报道，苹果仍计划在未来某个时候将大约20%的新AirPods生产转移到越南。</blockquote></p><p> AirPods were among the first products that Apple began making in significant amounts in Vietnam after moving production there about two years ago during the peak of U.S.-China trade tensions.</p><p><blockquote>AirPods是苹果在大约两年前中美贸易紧张局势最严重的时候将生产转移到越南后开始在越南大量生产的首批产品之一。</blockquote></p><p> The <b>Tim Cook</b>-led company's plan to bring some <b>MacBook</b> and <b>iPad</b> production to Vietnam has also been put on hold.</p><p><blockquote>The<b>蒂姆·库克</b>-led公司计划带来一些<b>MacBook</b>和<b>iPad</b>对越南的生产也被搁置。</blockquote></p><p> Apple is not alone, as other tech biggies such as Google parent <a href=\"https://laohu8.com/S/GOOG\">Alphabet</a> and <a href=\"https://laohu8.com/S/AMZN\">Amazon.com</a> are facing similar delays, the Nikkei noted.</p><p><blockquote>苹果并不孤单，谷歌母公司等其他科技巨头也是如此<a href=\"https://laohu8.com/S/GOOG\">Alphabet</a>和<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>《日经新闻》指出，也面临着类似的延误。</blockquote></p><p> <b>Why It Matters:</b> Vietnam’s young labor force made it an ideal draw for U.S. based tech manufacturers, especially when Washington began imposing punitive tariffs on Chinese-made goods in 2018. Suppliers of Apple, Google, Amazon, Microsoft and <a href=\"https://laohu8.com/S/DELL\">Dell Technologies Inc.</a> have already set up or expanded factories in the country over the past few years.</p><p><blockquote><b>为什么重要：</b>越南年轻的劳动力使其成为美国科技制造商的理想吸引力，尤其是当华盛顿在2018年开始对中国制造的商品征收惩罚性关税时。苹果、谷歌、亚马逊、微软和<a href=\"https://laohu8.com/S/DELL\">戴尔技术公司。</a>在过去的几年里，已经在该国建立或扩大了工厂。</blockquote></p><p> Both China and Vietnam have adopted stricter border control measures this year, which has slowed the production shift between the two countries due to COVID-19 resurgence and government measures.</p><p><blockquote>中国和越南今年都采取了更严格的边境管制措施，由于COVID-19死灰复燃和政府措施，这减缓了两国之间的生产转移。</blockquote></p><p> <b>Price Action:</b> Apple shares closed 0.62% lower at $150.19 on Tuesday.</p><p><blockquote><b>价格走势：</b>苹果股价周二收盘下跌0.62%，至150.19美元。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple Sees Delay In Its Shift Away From China Due To COVID-19: Report<blockquote>报告称，由于COVID-19，苹果推迟了从中国的转变</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\">\nApple Sees Delay In Its Shift Away From China Due To COVID-19: Report<blockquote>报告称，由于COVID-19，苹果推迟了从中国的转变</blockquote>\n</h2>\n<h4 class=\"meta\">\n<div class=\"head\" \">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time smaller\">2021-08-18 17:40</p>\n</div>\n</div>\n</h4>\n</header>\n<article>\n<p><b><a href=\"https://laohu8.com/S/AAPL\">Apple</a></b> is slowing plans to shift production from <b>China</b> to <b>Vietnam</b> as governments tighten border controls to contain outbreaks of new variants of the coronavirus, Nikkei Asiareportedon Tuesday, citing sources.</p><p><blockquote><b><a href=\"https://laohu8.com/S/AAPL\">苹果</a></b>正在放缓将生产转移到<b>中国</b>到<b>越南</b>据《日经亚洲》周二援引消息人士的话报道，随着各国政府加强边境管制以遏制冠状病毒新变种的爆发。</blockquote></p><p> <b>What Happened:</b> The Cupertino, California-based tech giant plans to start mass production of its latest <b>AirPods</b> earphones in China instead of Vietnam as previously planned.</p><p><blockquote><b>发生了什么：</b>这家总部位于加利福尼亚州库比蒂诺的科技巨头计划开始大规模生产其最新的<b>AirPods</b>耳机在中国而不是之前计划的越南。</blockquote></p><p> Apple reportedly still aims to move around 20% of new AirPods production to Vietnam at some point in the future.</p><p><blockquote>据报道，苹果仍计划在未来某个时候将大约20%的新AirPods生产转移到越南。</blockquote></p><p> AirPods were among the first products that Apple began making in significant amounts in Vietnam after moving production there about two years ago during the peak of U.S.-China trade tensions.</p><p><blockquote>AirPods是苹果在大约两年前中美贸易紧张局势最严重的时候将生产转移到越南后开始在越南大量生产的首批产品之一。</blockquote></p><p> The <b>Tim Cook</b>-led company's plan to bring some <b>MacBook</b> and <b>iPad</b> production to Vietnam has also been put on hold.</p><p><blockquote>The<b>蒂姆·库克</b>-led公司计划带来一些<b>MacBook</b>和<b>iPad</b>对越南的生产也被搁置。</blockquote></p><p> Apple is not alone, as other tech biggies such as Google parent <a href=\"https://laohu8.com/S/GOOG\">Alphabet</a> and <a href=\"https://laohu8.com/S/AMZN\">Amazon.com</a> are facing similar delays, the Nikkei noted.</p><p><blockquote>苹果并不孤单，谷歌母公司等其他科技巨头也是如此<a href=\"https://laohu8.com/S/GOOG\">Alphabet</a>和<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>《日经新闻》指出，也面临着类似的延误。</blockquote></p><p> <b>Why It Matters:</b> Vietnam’s young labor force made it an ideal draw for U.S. based tech manufacturers, especially when Washington began imposing punitive tariffs on Chinese-made goods in 2018. Suppliers of Apple, Google, Amazon, Microsoft and <a href=\"https://laohu8.com/S/DELL\">Dell Technologies Inc.</a> have already set up or expanded factories in the country over the past few years.</p><p><blockquote><b>为什么重要：</b>越南年轻的劳动力使其成为美国科技制造商的理想吸引力，尤其是当华盛顿在2018年开始对中国制造的商品征收惩罚性关税时。苹果、谷歌、亚马逊、微软和<a href=\"https://laohu8.com/S/DELL\">戴尔技术公司。</a>在过去的几年里，已经在该国建立或扩大了工厂。</blockquote></p><p> Both China and Vietnam have adopted stricter border control measures this year, which has slowed the production shift between the two countries due to COVID-19 resurgence and government measures.</p><p><blockquote>中国和越南今年都采取了更严格的边境管制措施，由于COVID-19死灰复燃和政府措施，这减缓了两国之间的生产转移。</blockquote></p><p> <b>Price Action:</b> Apple shares closed 0.62% lower at $150.19 on Tuesday.</p><p><blockquote><b>价格走势：</b>苹果股价周二收盘下跌0.62%，至150.19美元。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1160063301","content_text":"Apple is slowing plans to shift production from China to Vietnam as governments tighten border controls to contain outbreaks of new variants of the coronavirus, Nikkei Asiareportedon Tuesday, citing sources.\nWhat Happened: The Cupertino, California-based tech giant plans to start mass production of its latest AirPods earphones in China instead of Vietnam as previously planned.\nApple reportedly still aims to move around 20% of new AirPods production to Vietnam at some point in the future.\nAirPods were among the first products that Apple began making in significant amounts in Vietnam after moving production there about two years ago during the peak of U.S.-China trade tensions.\nThe Tim Cook-led company's plan to bring some MacBook and iPad production to Vietnam has also been put on hold.\nApple is not alone, as other tech biggies such as Google parent Alphabet and Amazon.com are facing similar delays, the Nikkei noted.\nWhy It Matters: Vietnam’s young labor force made it an ideal draw for U.S. based tech manufacturers, especially when Washington began imposing punitive tariffs on Chinese-made goods in 2018. Suppliers of Apple, Google, Amazon, Microsoft and Dell Technologies Inc. have already set up or expanded factories in the country over the past few years.\nBoth China and Vietnam have adopted stricter border control measures this year, which has slowed the production shift between the two countries due to COVID-19 resurgence and government measures.\nPrice Action: Apple shares closed 0.62% lower at $150.19 on Tuesday.","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":1124,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":839084291,"gmtCreate":1629107569713,"gmtModify":1631890811302,"author":{"id":"3576747179382758","authorId":"3576747179382758","name":"babypink","avatar":"https://static.tigerbbs.com/5ee4cf851d4f9f94c6c4ad03de99840c","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576747179382758","authorIdStr":"3576747179382758"},"themes":[],"htmlText":"like","listText":"like","text":"like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/839084291","repostId":"2159247965","repostType":4,"isVote":1,"tweetType":1,"viewCount":1951,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":830028873,"gmtCreate":1628994752692,"gmtModify":1631890811312,"author":{"id":"3576747179382758","authorId":"3576747179382758","name":"babypink","avatar":"https://static.tigerbbs.com/5ee4cf851d4f9f94c6c4ad03de99840c","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576747179382758","authorIdStr":"3576747179382758"},"themes":[],"htmlText":"like","listText":"like","text":"like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/830028873","repostId":"2159145532","repostType":4,"isVote":1,"tweetType":1,"viewCount":1391,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":898145255,"gmtCreate":1628480632577,"gmtModify":1631890811328,"author":{"id":"3576747179382758","authorId":"3576747179382758","name":"babypink","avatar":"https://static.tigerbbs.com/5ee4cf851d4f9f94c6c4ad03de99840c","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576747179382758","authorIdStr":"3576747179382758"},"themes":[],"htmlText":"like","listText":"like","text":"like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/898145255","repostId":"1136322726","repostType":4,"isVote":1,"tweetType":1,"viewCount":2043,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":893829112,"gmtCreate":1628255970036,"gmtModify":1631890811343,"author":{"id":"3576747179382758","authorId":"3576747179382758","name":"babypink","avatar":"https://static.tigerbbs.com/5ee4cf851d4f9f94c6c4ad03de99840c","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576747179382758","authorIdStr":"3576747179382758"},"themes":[],"htmlText":"like","listText":"like","text":"like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/893829112","repostId":"1155656235","repostType":4,"repost":{"id":"1155656235","kind":"news","pubTimestamp":1628227304,"share":"https://www.laohu8.com/m/news/1155656235?lang=zh_CN&edition=full","pubTime":"2021-08-06 13:21","market":"us","language":"en","title":"20 cloud stocks expected to increase sales the most over the next two years<blockquote>预计未来两年销售额增幅最大的20只云股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1155656235","media":"MarketWatch","summary":"Cloud ETFs are close to record highs, propelled by a rally in the sector\nAnalysts see stellar sales ","content":"<p>Cloud ETFs are close to record highs, propelled by a rally in the sector</p><p><blockquote>在该行业反弹的推动下，云ETF接近历史新高</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/78101d8010e186fe4df59b2ef82b5de6\" tg-width=\"700\" tg-height=\"394\" width=\"100%\" height=\"auto\"><span>Analysts see stellar sales growth ahead for companies that provide cloud services. (Getty Images/iStockphoto)</span></p><p><blockquote><p class=\"t-img-caption\"><span>分析师预计，提供云服务的公司未来将实现强劲的销售增长。（盖蒂图片社/iStockphoto）</span></p></blockquote></p><p> U.S. investors remain bullish, despite rumblings out of China and the spike in delta variant infections.</p><p><blockquote>尽管来自中国的传言和德尔塔变异毒株感染人数激增，但美国投资者仍然看涨。</blockquote></p><p> Cloud companies — those at the forefront of the shift in computing power to distributed models over the internet — are expected to grow at a rapid clip over the next several years, and four of the five largest exchange traded funds covering the space are close to hitting record highs.</p><p><blockquote>云公司——那些处于计算能力向互联网分布式模式转变前沿的公司——预计将在未来几年快速增长，覆盖该领域的五家最大交易所交易基金中有四家即将创下历史新高。</blockquote></p><p> Below is a screen of stocks held by those ETFs, showing which are expected to increase their sales the most through 2023. In an industry with many players at relatively early stages, increases in sales, rather than in earnings, might be the best driver of stock prices.</p><p><blockquote>下面是这些ETF持有的股票屏幕，显示了预计到2023年销售额增幅最大的股票。在一个许多参与者处于相对早期阶段的行业中，销售额的增长而不是盈利的增长可能是股价的最佳驱动力。</blockquote></p><p> To begin the screen, we looked at the five largest cloud ETFs:</p><p><blockquote>首先，我们查看了五只最大的云ETF：</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/36209ce827d95e822cad5128be8b146a\" tg-width=\"933\" tg-height=\"664\" width=\"100%\" height=\"auto\"><span>Source: FactSet</span></p><p><blockquote><p class=\"t-img-caption\"><span>来源：FactSet</span></p></blockquote></p><p> ETFs might be your best way to take a broad approach for a long-term play on the cloud revolution. If you are interested in any ETF, you should review the fund manager’s website.</p><p><blockquote>ETF可能是您采取广泛方法长期参与云革命的最佳方式。如果您对任何ETF感兴趣，您应该查看基金经理的网站。</blockquote></p><p> Here’s a comparison of total returns through Aug. 4, along with those for the SPDR S&P 500 ETF and the Invesco QQQ Trust (which tracks the Nasdaq-100 Index) for comparison:</p><p><blockquote>以下是截至8月4日的总回报比较，以及SPDR标普500 ETF和Invesco QQQ Trust（跟踪纳斯达克100指数）的总回报比较：</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/242f135b3c7cca3cbaae3ee574023c1f\" tg-width=\"942\" tg-height=\"577\" width=\"100%\" height=\"auto\"><span>Source: FactSet</span></p><p><blockquote><p class=\"t-img-caption\"><span>来源：FactSet</span></p></blockquote></p><p> The ETFs’ approaches differ. For example, the ARK Next Generation Internet ETF is the only one that is actively managed. The others track an index. It is also the only one that holds shares of Tesla Inc.,which makes up 10.65% of the portfolio, according to information posted by ARK Invest on Aug. 5. Tesla is an electric-vehicle manufacturer, but it can also be considered a cloud company because it distributes software updates over the internet continually, and offers other cloud-based services.</p><p><blockquote>ETF的方法不同。例如，方舟下一代互联网ETF是唯一一只主动管理的。其他人跟踪一个指数。根据Ark Invest 8月5日发布的信息，它也是唯一一家持有特斯拉公司股票的公司，占投资组合的10.65%。特斯拉是一家电动汽车制造商，但它也可以被视为一家云公司，因为它不断通过互联网分发软件更新，并提供其他基于云的服务。</blockquote></p><p> Another holding unique to ARKW among the five cloud ETFs is Walt Disney Co.,which is certainly an important cloud player through its Disney+ streaming service, even if the company doesn’t say directly how much of its sales are derived from that rapidly growing segment.</p><p><blockquote>在五只云ETF中，ARKW独有的另一个持股是华特迪士尼公司，该公司通过其Disney+流媒体服务无疑是一个重要的云参与者，即使该公司没有直接说明其销售额有多少来自该快速增长的部分。</blockquote></p><p> As part of its description of ARKW, FactSet says the following:</p><p><blockquote>作为对ARKW描述的一部分，FactSet表示如下：</blockquote></p><p> <i>“Broadly speaking, the ARKW’s managers appear focused on big buzzwords such as Internet of Things, cloud computing, digital currencies and wearable technology. While the fund’s focus may be appealing for investors with conviction in these new technologies, portfolio implementation is a more difficult task: Most of the companies developing these advancements are huge corporations for which nascent technologies are only a small fraction of total revenues. As such, it’s very difficult to get pure-play access to ARKW’s targeted technologies — so be sure to confirm that the fund’s holdings — not just its thesis — align with your view of the space.”</i></p><p><blockquote><i>“从广义上讲，ARKW的管理者似乎专注于物联网、云计算、数字货币和可穿戴技术等热门词汇。虽然该基金的重点可能是吸引对这些新技术有信心的投资者，但投资组合的实施是一项更加困难的任务：大多数开发这些进步的公司都是大公司，新兴技术仅占总收入的一小部分。因此，很难纯粹接触ARKW的目标技术，因此请务必确认该基金的持股（而不仅仅是其论点）与您对该领域的看法一致。”</i></blockquote></p><p> <b>Cloud-stock screen</b></p><p><blockquote><b>云库存屏幕</b></blockquote></p><p> Together, the five cloud ETFs listed above hold 147 stocks. To project sales growth through 2023, we used calendar 2020 sales estimates as a baseline and then looked at consensus estimates among analysts polled by FactSet for the subsequent three years, if available. (The 2020 numbers are estimates, because many companies’ fiscal years don’t match the calendar.)</p><p><blockquote>上面列出的五只云ETF总共持有147只股票。为了预测2023年的销售增长，我们使用2020年日历的销售预测作为基线，然后查看FactSet调查的分析师对随后三年的一致预测（如果有）。（2020年的数字是估计值，因为许多公司的财年与日历不符。）</blockquote></p><p> To make sure we had a solid set of estimates, we confined the group to the 126 companies covered by at least five analysts polled by FactSet, for which consensus sales estimates for calendar 2020 through calendar 2023 are available.</p><p><blockquote>为了确保我们有一套可靠的估计，我们将该小组限制在FactSet调查的至少5名分析师覆盖的126家公司，这些公司可以获得2020年至2023年的一致销售估计。</blockquote></p><p> Here are the 20 companies projected to have the highest compound annual growth rates (CAGR) for sales through calendar 2023:</p><p><blockquote>以下是预计到2023年销售额复合年增长率(CAGR)最高的20家公司：</blockquote></p><p> <img src=\"https://static.tigerbbs.com/517a23591cde159fb889ab80abc4bcc6\" tg-width=\"934\" tg-height=\"765\" width=\"100%\" height=\"auto\"><img src=\"https://static.tigerbbs.com/6af2cf5b5f9f0ce50f8f023ac7babc7f\" tg-width=\"935\" tg-height=\"717\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b88ebe72e09cb9ce3294269f0a4ae431\" tg-width=\"935\" tg-height=\"403\" width=\"100%\" height=\"auto\"><span>Source: FactSet</span></p><p><blockquote><p class=\"t-img-caption\"><span>来源：FactSet</span></p></blockquote></p><p> There are actually 21 stocks listed, including Zillow Group Inc.’s Class A and Class C shares.</p><p><blockquote>实际上有21只股票上市，包括Zillow Group Inc.的A类和C类股票。</blockquote></p><p> It is interesting to see that the list is dominated by stocks held by ARKW. The fund has a broad definition of cloud companies and is focused also on sales growth.</p><p><blockquote>有趣的是，该榜单以ARKW持有的股票为主。该基金对云公司有广泛的定义，也关注销售增长。</blockquote></p><p></p><p> Here are current forward price-to-sales ratios based on consensus estimates for the next 12 months, as well as ratios of current market cap to projected 2023 sales and summaries of analysts’ opinions about the stocks.</p><p><blockquote>以下是基于未来12个月共识预测的当前远期市销率、当前市值与2023年预计销售额的比率以及分析师对这些股票的意见摘要。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/19b9c4bf1d8b1abcfa76b7d008a47ad7\" tg-width=\"938\" tg-height=\"805\" width=\"100%\" height=\"auto\"><img src=\"https://static.tigerbbs.com/2ff191189c5d7d2f31698843734ca3cc\" tg-width=\"933\" tg-height=\"773\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0e9543489c4d52d3f1a69dfdcf170115\" tg-width=\"930\" tg-height=\"242\" width=\"100%\" height=\"auto\"><span>Source: FactSet</span></p><p><blockquote><p class=\"t-img-caption\"><span>来源：FactSet</span></p></blockquote></p><p> In comparison, the forward price-to-sales ratio for SPY is 2.8, with a price/2023 estimated sales ratio of 2.6. For QQQ, the current P/S is 4.7, declining to 4.3 for 2023.</p><p><blockquote>相比之下，SPDR标普500指数ETF的远期市销率为2.8，2023年预计市销率为2.6。对于QQQ，目前的市盈率为4.7，2023年将降至4.3。</blockquote></p><p></p>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>20 cloud stocks expected to increase sales the most over the next two years<blockquote>预计未来两年销售额增幅最大的20只云股票</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\">\n20 cloud stocks expected to increase sales the most over the next two years<blockquote>预计未来两年销售额增幅最大的20只云股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">MarketWatch</strong><span class=\"h-time small\">2021-08-06 13:21</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Cloud ETFs are close to record highs, propelled by a rally in the sector</p><p><blockquote>在该行业反弹的推动下，云ETF接近历史新高</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/78101d8010e186fe4df59b2ef82b5de6\" tg-width=\"700\" tg-height=\"394\" width=\"100%\" height=\"auto\"><span>Analysts see stellar sales growth ahead for companies that provide cloud services. (Getty Images/iStockphoto)</span></p><p><blockquote><p class=\"t-img-caption\"><span>分析师预计，提供云服务的公司未来将实现强劲的销售增长。（盖蒂图片社/iStockphoto）</span></p></blockquote></p><p> U.S. investors remain bullish, despite rumblings out of China and the spike in delta variant infections.</p><p><blockquote>尽管来自中国的传言和德尔塔变异毒株感染人数激增，但美国投资者仍然看涨。</blockquote></p><p> Cloud companies — those at the forefront of the shift in computing power to distributed models over the internet — are expected to grow at a rapid clip over the next several years, and four of the five largest exchange traded funds covering the space are close to hitting record highs.</p><p><blockquote>云公司——那些处于计算能力向互联网分布式模式转变前沿的公司——预计将在未来几年快速增长，覆盖该领域的五家最大交易所交易基金中有四家即将创下历史新高。</blockquote></p><p> Below is a screen of stocks held by those ETFs, showing which are expected to increase their sales the most through 2023. In an industry with many players at relatively early stages, increases in sales, rather than in earnings, might be the best driver of stock prices.</p><p><blockquote>下面是这些ETF持有的股票屏幕，显示了预计到2023年销售额增幅最大的股票。在一个许多参与者处于相对早期阶段的行业中，销售额的增长而不是盈利的增长可能是股价的最佳驱动力。</blockquote></p><p> To begin the screen, we looked at the five largest cloud ETFs:</p><p><blockquote>首先，我们查看了五只最大的云ETF：</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/36209ce827d95e822cad5128be8b146a\" tg-width=\"933\" tg-height=\"664\" width=\"100%\" height=\"auto\"><span>Source: FactSet</span></p><p><blockquote><p class=\"t-img-caption\"><span>来源：FactSet</span></p></blockquote></p><p> ETFs might be your best way to take a broad approach for a long-term play on the cloud revolution. If you are interested in any ETF, you should review the fund manager’s website.</p><p><blockquote>ETF可能是您采取广泛方法长期参与云革命的最佳方式。如果您对任何ETF感兴趣，您应该查看基金经理的网站。</blockquote></p><p> Here’s a comparison of total returns through Aug. 4, along with those for the SPDR S&P 500 ETF and the Invesco QQQ Trust (which tracks the Nasdaq-100 Index) for comparison:</p><p><blockquote>以下是截至8月4日的总回报比较，以及SPDR标普500 ETF和Invesco QQQ Trust（跟踪纳斯达克100指数）的总回报比较：</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/242f135b3c7cca3cbaae3ee574023c1f\" tg-width=\"942\" tg-height=\"577\" width=\"100%\" height=\"auto\"><span>Source: FactSet</span></p><p><blockquote><p class=\"t-img-caption\"><span>来源：FactSet</span></p></blockquote></p><p> The ETFs’ approaches differ. For example, the ARK Next Generation Internet ETF is the only one that is actively managed. The others track an index. It is also the only one that holds shares of Tesla Inc.,which makes up 10.65% of the portfolio, according to information posted by ARK Invest on Aug. 5. Tesla is an electric-vehicle manufacturer, but it can also be considered a cloud company because it distributes software updates over the internet continually, and offers other cloud-based services.</p><p><blockquote>ETF的方法不同。例如，方舟下一代互联网ETF是唯一一只主动管理的。其他人跟踪一个指数。根据Ark Invest 8月5日发布的信息，它也是唯一一家持有特斯拉公司股票的公司，占投资组合的10.65%。特斯拉是一家电动汽车制造商，但它也可以被视为一家云公司，因为它不断通过互联网分发软件更新，并提供其他基于云的服务。</blockquote></p><p> Another holding unique to ARKW among the five cloud ETFs is Walt Disney Co.,which is certainly an important cloud player through its Disney+ streaming service, even if the company doesn’t say directly how much of its sales are derived from that rapidly growing segment.</p><p><blockquote>在五只云ETF中，ARKW独有的另一个持股是华特迪士尼公司，该公司通过其Disney+流媒体服务无疑是一个重要的云参与者，即使该公司没有直接说明其销售额有多少来自该快速增长的部分。</blockquote></p><p> As part of its description of ARKW, FactSet says the following:</p><p><blockquote>作为对ARKW描述的一部分，FactSet表示如下：</blockquote></p><p> <i>“Broadly speaking, the ARKW’s managers appear focused on big buzzwords such as Internet of Things, cloud computing, digital currencies and wearable technology. While the fund’s focus may be appealing for investors with conviction in these new technologies, portfolio implementation is a more difficult task: Most of the companies developing these advancements are huge corporations for which nascent technologies are only a small fraction of total revenues. As such, it’s very difficult to get pure-play access to ARKW’s targeted technologies — so be sure to confirm that the fund’s holdings — not just its thesis — align with your view of the space.”</i></p><p><blockquote><i>“从广义上讲，ARKW的管理者似乎专注于物联网、云计算、数字货币和可穿戴技术等热门词汇。虽然该基金的重点可能是吸引对这些新技术有信心的投资者，但投资组合的实施是一项更加困难的任务：大多数开发这些进步的公司都是大公司，新兴技术仅占总收入的一小部分。因此，很难纯粹接触ARKW的目标技术，因此请务必确认该基金的持股（而不仅仅是其论点）与您对该领域的看法一致。”</i></blockquote></p><p> <b>Cloud-stock screen</b></p><p><blockquote><b>云库存屏幕</b></blockquote></p><p> Together, the five cloud ETFs listed above hold 147 stocks. To project sales growth through 2023, we used calendar 2020 sales estimates as a baseline and then looked at consensus estimates among analysts polled by FactSet for the subsequent three years, if available. (The 2020 numbers are estimates, because many companies’ fiscal years don’t match the calendar.)</p><p><blockquote>上面列出的五只云ETF总共持有147只股票。为了预测2023年的销售增长，我们使用2020年日历的销售预测作为基线，然后查看FactSet调查的分析师对随后三年的一致预测（如果有）。（2020年的数字是估计值，因为许多公司的财年与日历不符。）</blockquote></p><p> To make sure we had a solid set of estimates, we confined the group to the 126 companies covered by at least five analysts polled by FactSet, for which consensus sales estimates for calendar 2020 through calendar 2023 are available.</p><p><blockquote>为了确保我们有一套可靠的估计，我们将该小组限制在FactSet调查的至少5名分析师覆盖的126家公司，这些公司可以获得2020年至2023年的一致销售估计。</blockquote></p><p> Here are the 20 companies projected to have the highest compound annual growth rates (CAGR) for sales through calendar 2023:</p><p><blockquote>以下是预计到2023年销售额复合年增长率(CAGR)最高的20家公司：</blockquote></p><p> <img src=\"https://static.tigerbbs.com/517a23591cde159fb889ab80abc4bcc6\" tg-width=\"934\" tg-height=\"765\" width=\"100%\" height=\"auto\"><img src=\"https://static.tigerbbs.com/6af2cf5b5f9f0ce50f8f023ac7babc7f\" tg-width=\"935\" tg-height=\"717\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b88ebe72e09cb9ce3294269f0a4ae431\" tg-width=\"935\" tg-height=\"403\" width=\"100%\" height=\"auto\"><span>Source: FactSet</span></p><p><blockquote><p class=\"t-img-caption\"><span>来源：FactSet</span></p></blockquote></p><p> There are actually 21 stocks listed, including Zillow Group Inc.’s Class A and Class C shares.</p><p><blockquote>实际上有21只股票上市，包括Zillow Group Inc.的A类和C类股票。</blockquote></p><p> It is interesting to see that the list is dominated by stocks held by ARKW. The fund has a broad definition of cloud companies and is focused also on sales growth.</p><p><blockquote>有趣的是，该榜单以ARKW持有的股票为主。该基金对云公司有广泛的定义，也关注销售增长。</blockquote></p><p></p><p> Here are current forward price-to-sales ratios based on consensus estimates for the next 12 months, as well as ratios of current market cap to projected 2023 sales and summaries of analysts’ opinions about the stocks.</p><p><blockquote>以下是基于未来12个月共识预测的当前远期市销率、当前市值与2023年预计销售额的比率以及分析师对这些股票的意见摘要。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/19b9c4bf1d8b1abcfa76b7d008a47ad7\" tg-width=\"938\" tg-height=\"805\" width=\"100%\" height=\"auto\"><img src=\"https://static.tigerbbs.com/2ff191189c5d7d2f31698843734ca3cc\" tg-width=\"933\" tg-height=\"773\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0e9543489c4d52d3f1a69dfdcf170115\" tg-width=\"930\" tg-height=\"242\" width=\"100%\" height=\"auto\"><span>Source: FactSet</span></p><p><blockquote><p class=\"t-img-caption\"><span>来源：FactSet</span></p></blockquote></p><p> In comparison, the forward price-to-sales ratio for SPY is 2.8, with a price/2023 estimated sales ratio of 2.6. For QQQ, the current P/S is 4.7, declining to 4.3 for 2023.</p><p><blockquote>相比之下，SPDR标普500指数ETF的远期市销率为2.8，2023年预计市销率为2.6。对于QQQ，目前的市盈率为4.7，2023年将降至4.3。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.marketwatch.com/story/20-cloud-stocks-expected-to-increase-sales-the-most-over-the-next-two-years-11628186683?mod=home-page\">MarketWatch</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"VCYT":"Veracyte Inc","SE":"Sea Ltd","CRWD":"CrowdStrike Holdings, Inc.","TDOC":"Teladoc Health Inc.","TSLA":"特斯拉","LC":"LendingClub","SHOP":"Shopify Inc","DKNG":"DraftKings Inc.","KC":"金山云","Z":"Zillow","ZG":"Zillow Class A","ADYEY":"Adyen N.V.","PINS":"Pinterest, Inc.","ROKU":"Roku Inc","SNAP":"Snap Inc","OKTA":"Okta Inc.","MELI":"MercadoLibre","SKLZ":"Skillz Inc","PDD":"拼多多","COIN":"Coinbase Global, Inc."},"source_url":"https://www.marketwatch.com/story/20-cloud-stocks-expected-to-increase-sales-the-most-over-the-next-two-years-11628186683?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1155656235","content_text":"Cloud ETFs are close to record highs, propelled by a rally in the sector\nAnalysts see stellar sales growth ahead for companies that provide cloud services. (Getty Images/iStockphoto)\nU.S. investors remain bullish, despite rumblings out of China and the spike in delta variant infections.\nCloud companies — those at the forefront of the shift in computing power to distributed models over the internet — are expected to grow at a rapid clip over the next several years, and four of the five largest exchange traded funds covering the space are close to hitting record highs.\nBelow is a screen of stocks held by those ETFs, showing which are expected to increase their sales the most through 2023. In an industry with many players at relatively early stages, increases in sales, rather than in earnings, might be the best driver of stock prices.\nTo begin the screen, we looked at the five largest cloud ETFs:\nSource: FactSet\nETFs might be your best way to take a broad approach for a long-term play on the cloud revolution. If you are interested in any ETF, you should review the fund manager’s website.\nHere’s a comparison of total returns through Aug. 4, along with those for the SPDR S&P 500 ETF and the Invesco QQQ Trust (which tracks the Nasdaq-100 Index) for comparison:\nSource: FactSet\nThe ETFs’ approaches differ. For example, the ARK Next Generation Internet ETF is the only one that is actively managed. The others track an index. It is also the only one that holds shares of Tesla Inc.,which makes up 10.65% of the portfolio, according to information posted by ARK Invest on Aug. 5. Tesla is an electric-vehicle manufacturer, but it can also be considered a cloud company because it distributes software updates over the internet continually, and offers other cloud-based services.\nAnother holding unique to ARKW among the five cloud ETFs is Walt Disney Co.,which is certainly an important cloud player through its Disney+ streaming service, even if the company doesn’t say directly how much of its sales are derived from that rapidly growing segment.\nAs part of its description of ARKW, FactSet says the following:\n“Broadly speaking, the ARKW’s managers appear focused on big buzzwords such as Internet of Things, cloud computing, digital currencies and wearable technology. While the fund’s focus may be appealing for investors with conviction in these new technologies, portfolio implementation is a more difficult task: Most of the companies developing these advancements are huge corporations for which nascent technologies are only a small fraction of total revenues. As such, it’s very difficult to get pure-play access to ARKW’s targeted technologies — so be sure to confirm that the fund’s holdings — not just its thesis — align with your view of the space.”\nCloud-stock screen\nTogether, the five cloud ETFs listed above hold 147 stocks. To project sales growth through 2023, we used calendar 2020 sales estimates as a baseline and then looked at consensus estimates among analysts polled by FactSet for the subsequent three years, if available. (The 2020 numbers are estimates, because many companies’ fiscal years don’t match the calendar.)\nTo make sure we had a solid set of estimates, we confined the group to the 126 companies covered by at least five analysts polled by FactSet, for which consensus sales estimates for calendar 2020 through calendar 2023 are available.\nHere are the 20 companies projected to have the highest compound annual growth rates (CAGR) for sales through calendar 2023:\n\nSource: FactSet\nThere are actually 21 stocks listed, including Zillow Group Inc.’s Class A and Class C shares.\nIt is interesting to see that the list is dominated by stocks held by ARKW. The fund has a broad definition of cloud companies and is focused also on sales growth.\nHere are current forward price-to-sales ratios based on consensus estimates for the next 12 months, as well as ratios of current market cap to projected 2023 sales and summaries of analysts’ opinions about the stocks.\n\nSource: FactSet\nIn comparison, the forward price-to-sales ratio for SPY is 2.8, with a price/2023 estimated sales ratio of 2.6. For QQQ, the current P/S is 4.7, declining to 4.3 for 2023.","news_type":1,"symbols_score_info":{"SQ":0.9,"TDOC":0.9,"KC":0.9,"VCYT":0.9,"Z":0.9,"ROKU":0.9,"CRWD":0.9,"ZG":0.9,"TSLA":0.9,"SNAP":0.9,"LC":0.9,"PINS":0.9,"SKLZ":0.9,"DKNG":0.9,"OKTA":0.9,"PDD":0.9,"SE":0.9,"COIN":0.9,"ADYEY":0.9,"MELI":0.9,"SHOP":0.9}},"isVote":1,"tweetType":1,"viewCount":2875,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"posts","isTTM":false}