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- KageLKageL
  ·2021-04-28
  Like and comment thanks
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- KageLKageL
  ·2021-04-28
  Awesome
  Apple Could Blow the Top Off Earnings—Again. What That Would Mean for the Stock.<blockquote>苹果的盈利可能会再次飙升。这对股票意味着什么。</blockquote>
  Apple has its work cut out for it trying to surpass 2020’s blowout results. The thing is, the tech g
  Apple Could Blow the Top Off Earnings—Again. What That Would Mean for the Stock.<blockquote>苹果的盈利可能会再次飙升。这对股票意味着什么。</blockquote>
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- KageLKageL
  ·2021-04-23
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- KageLKageL
  ·2021-04-12
  Up up [财迷]
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- KageLKageL
  ·2021-04-03
  Coins [开心]
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- KageLKageL
  ·2021-04-02
  Gogo apple🍎
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- KageLKageL
  ·2021-04-01
  Go apple 🍎
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- KageLKageL
  ·2021-04-01
  [惊讶]
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- KageLKageL
  ·2021-03-23
  [财迷]
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- KageLKageL
  ·2021-03-23
  Buy [开心]
  Keep on Buying Alibaba Stock, Says Analyst Following Investor Meeting<blockquote>分析师在投资者会议后表示，继续购买阿里巴巴-SW股票</blockquote>
  After holding investor meetings with some of Alibaba’s (BABA) top brass, Truist analystYoussef Squal
  Keep on Buying Alibaba Stock, Says Analyst Following Investor Meeting<blockquote>分析师在投资者会议后表示，继续购买阿里巴巴-SW股票</blockquote>
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What That Would Mean for the Stock.<blockquote>苹果的盈利可能会再次飙升。这对股票意味着什么。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1179396069","media":"Barrons","summary":"Apple has its work cut out for it trying to surpass 2020’s blowout results. The thing is, the tech g","content":"<p>Apple has its work cut out for it trying to surpass 2020’s blowout results. The thing is, the tech giant just might be able to pull it off.</p><p><blockquote>苹果要想超越2020年的井喷业绩，还有很多工作要做。问题是，这家科技巨头也许能够成功。</blockquote></p><p> The buzz around Apple last year was off the charts, even for what is the buzziest of technology companies. Anticipation of the fall launch of the company’s first 5G phones, surging demand for both Macs and iPads as the pandemic rolled on, and strength in both wearables and services fed off each other. The pieces all came together in the December quarter, when Apple (ticker: AAPL) posted&nbsp;its biggest quarter ever. Sales soared 21% to $111.4 billion, more than $8 billion over the Street consensus. Every product category—iPhone, iPad, Macs, wearables, and services—notched double-digit growth. Apple stock finished the year up 81%, adding nearly $1 trillion to its market cap.</p><p><blockquote>去年围绕苹果的热度超出了图表，即使是对于最热门的科技公司来说也是如此。对该公司首款5G手机将于秋季推出的预期，随着疫情的发展，对Mac和iPad的需求激增，以及可穿戴设备和服务的实力相互促进。所有这些因素都在12月季度集中在一起，当时苹果（股票代码：AAPL）公布了有史以来最大的季度业绩。销售额飙升21%，达到1114亿美元，比华尔街普遍预期高出80亿美元。每个产品类别——iPhone、iPad、Mac、可穿戴设备和服务——都实现了两位数的增长。苹果股价全年上涨81%，市值增加近1万亿美元。</blockquote></p><p> That’s a tough act to follow, particularly with the March quarter, which always slows from the holiday-boosted December quarter. But Apple could pull off the quintuple double again when its results come out after the bell Wednesday. The Street certainly thinks so, even if the market, which has pushed Apple shares up less than 2% in 2021, has been more cautious. Consensus estimates call for double-digit increases from last year across the board: iPhones sales up 43%, to $41.4 billion; iPad sales up 29%, to $5.6 billion; Mac sales of $6.8 billion, up 27%; wearables sales (mostly Apple Watch and AirPods) of $7.4 billion, up 18%; and a 16% bump in services, to $15.5 billion.</p><p><blockquote>这是一个很难遵循的行为，尤其是在3月份季度，该季度总是比假期提振的12月份季度放缓。但当周三盘后公布结果时，苹果可能会再次实现五倍的增长。华尔街当然是这么认为的，尽管2021年推动苹果股价上涨不到2%的市场更加谨慎。市场普遍预计看涨期权将比去年全面实现两位数增长：iPhone销售额增长43%，达到414亿美元；iPad销售额增长29%，达到56亿美元；Mac销售额68亿美元，增长27%；可穿戴设备销售额（主要是苹果手表和AirPods）为74亿美元，增长18%；服务业增长16%，达到155亿美元。</blockquote></p><p> Overall, the Street consensus expects sales of $77 billion, up 32% from a year ago, with profits of 98 cents a share. That would be the fastest top-line growth rate for any Apple quarter since March 2012, when revenues were about half what they are now. And most bullish Apple analysts seem to think their own estimates are too low—a print at $77 billion would likely trigger a selloff in the stock.</p><p><blockquote>总体而言，华尔街普遍预计销售额为770亿美元，比去年同期增长32%，每股利润为98美分。这将是苹果自2012年3月以来最快的营收增长率，当时的收入约为现在的一半。大多数看涨的苹果分析师似乎认为他们自己的估计太低了——770亿美元的股价可能会引发该股的抛售。</blockquote></p><p> Apple is also&nbsp;expected to provide an update on its capital-allocation strategy. A year ago,the company announced a 6% dividend increase, and boosted its stock repurchase plan by $50 billion. Apple has said repeatedly that it is pushing to get to a cash neutral position, but its remarkably big cash flow has slowed progress toward that goal.</p><p><blockquote>预计苹果还将提供其资本配置策略的最新信息。一年前，该公司宣布将股息增加6%，并将股票回购计划增加500亿美元。苹果一再表示，它正在努力实现现金中性头寸，但其庞大的现金流减缓了实现这一目标的进展。</blockquote></p><p> As always, the quarter is about more than just earnings.</p><p><blockquote>与往常一样，本季度不仅仅是盈利。</blockquote></p><p> For one, the Street will be looking for signs that the sales surge for Macs and iPads is sustainable—and that the company is keeping up with demand despite widespread chip and display shortages. Some investors worry that the spike in PC demand could ebb as more people return to schools and offices. They’ll be looking for company guidance on that point.</p><p><blockquote>其一，华尔街将寻找Mac和iPad销量激增可持续的迹象，以及尽管芯片和显示屏普遍短缺，但该公司仍能满足需求的迹象。一些投资者担心，随着越来越多的人返回学校和办公室，个人电脑需求的激增可能会消退。他们将在这一点上寻求公司的指导。</blockquote></p><p> Another is the sustainability of the resurgence in iPhone growth. There were high hopes among bulls that the iPhone 12 would drive a “supercycle” with an accelerated replacement cycle. Several analysts have noted that a clear consumer preference for the high end of the iPhone 12 line is driving up average selling prices, which should support a strong revenue quarter for the segment.</p><p><blockquote>另一个是iPhone增长复苏的可持续性。多头曾寄予厚望，认为iPhone 12将推动换机周期加速的“超级周期”。几位分析师指出，消费者对iPhone 12系列高端产品的明显偏好正在推高平均售价，这应该会支持该细分市场强劲的收入季度。</blockquote></p><p> “Given the later-than-seasonal launch of new iPhones in the fall of 2020, we believe iPhone demand will experience more favorable year-over-year comparisons this March quarter compared to past years,” writes Monness Crespi Hardt’s Brian White, who sees 47% iPhone revenue growth during the quarter.</p><p><blockquote>Monness Crespi Hardt的布莱恩·怀特(Brian White)写道：“鉴于2020年秋季新款iPhone的发布时间晚于季节性，我们相信，与过去几年相比，今年3月季度的iPhone需求将经历更有利的同比比较。”预计本季度iPhone收入将增长47%。</blockquote></p><p> And if Apple pulls it all together? Apple could crush Street estimates, writes Morgan Stanley analyst Katy Huberty, who has an Overweight rating and a $158 price target on the stock, up 17% from Monday’s close of $134.72. She sees the top line above $80 billion, with all segments growing at least 19% year over year. She is especially bullish on Mac and iPad sales, with estimates far above consensus—53% for Macs and 52% for iPads. She also expects Apple to increase its dividend by 10% and expand its stock repurchase program by $60 billion.</p><p><blockquote>如果苹果把这一切都拼凑起来呢？摩根士丹利分析师凯蒂·休伯蒂(Katy Huberty)写道，苹果可能会超出华尔街的预期，她对该股给予跑赢大盘评级，目标价为158美元，较周一收盘价134.72美元上涨17%。她预计营收将超过800亿美元，所有细分市场同比至少增长19%。她尤其看好Mac和iPad的销量，预期远高于市场普遍预期——Mac销量为53%，iPad销量为52%。她还预计苹果将股息提高10%，并将股票回购计划扩大600亿美元。</blockquote></p><p> That would certainly qualify as a job well done.</p><p><blockquote>这当然是一项出色的工作。</blockquote></p><p></p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple Could Blow the Top Off Earnings—Again. 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What That Would Mean for the Stock.<blockquote>苹果的盈利可能会再次飙升。这对股票意味着什么。</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-04-28 09:37</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Apple has its work cut out for it trying to surpass 2020’s blowout results. The thing is, the tech giant just might be able to pull it off.</p><p><blockquote>苹果要想超越2020年的井喷业绩，还有很多工作要做。问题是，这家科技巨头也许能够成功。</blockquote></p><p> The buzz around Apple last year was off the charts, even for what is the buzziest of technology companies. Anticipation of the fall launch of the company’s first 5G phones, surging demand for both Macs and iPads as the pandemic rolled on, and strength in both wearables and services fed off each other. The pieces all came together in the December quarter, when Apple (ticker: AAPL) posted&nbsp;its biggest quarter ever. Sales soared 21% to $111.4 billion, more than $8 billion over the Street consensus. Every product category—iPhone, iPad, Macs, wearables, and services—notched double-digit growth. Apple stock finished the year up 81%, adding nearly $1 trillion to its market cap.</p><p><blockquote>去年围绕苹果的热度超出了图表，即使是对于最热门的科技公司来说也是如此。对该公司首款5G手机将于秋季推出的预期，随着疫情的发展，对Mac和iPad的需求激增，以及可穿戴设备和服务的实力相互促进。所有这些因素都在12月季度集中在一起，当时苹果（股票代码：AAPL）公布了有史以来最大的季度业绩。销售额飙升21%，达到1114亿美元，比华尔街普遍预期高出80亿美元。每个产品类别——iPhone、iPad、Mac、可穿戴设备和服务——都实现了两位数的增长。苹果股价全年上涨81%，市值增加近1万亿美元。</blockquote></p><p> That’s a tough act to follow, particularly with the March quarter, which always slows from the holiday-boosted December quarter. But Apple could pull off the quintuple double again when its results come out after the bell Wednesday. The Street certainly thinks so, even if the market, which has pushed Apple shares up less than 2% in 2021, has been more cautious. Consensus estimates call for double-digit increases from last year across the board: iPhones sales up 43%, to $41.4 billion; iPad sales up 29%, to $5.6 billion; Mac sales of $6.8 billion, up 27%; wearables sales (mostly Apple Watch and AirPods) of $7.4 billion, up 18%; and a 16% bump in services, to $15.5 billion.</p><p><blockquote>这是一个很难遵循的行为，尤其是在3月份季度，该季度总是比假期提振的12月份季度放缓。但当周三盘后公布结果时，苹果可能会再次实现五倍的增长。华尔街当然是这么认为的，尽管2021年推动苹果股价上涨不到2%的市场更加谨慎。市场普遍预计看涨期权将比去年全面实现两位数增长：iPhone销售额增长43%，达到414亿美元；iPad销售额增长29%，达到56亿美元；Mac销售额68亿美元，增长27%；可穿戴设备销售额（主要是苹果手表和AirPods）为74亿美元，增长18%；服务业增长16%，达到155亿美元。</blockquote></p><p> Overall, the Street consensus expects sales of $77 billion, up 32% from a year ago, with profits of 98 cents a share. That would be the fastest top-line growth rate for any Apple quarter since March 2012, when revenues were about half what they are now. And most bullish Apple analysts seem to think their own estimates are too low—a print at $77 billion would likely trigger a selloff in the stock.</p><p><blockquote>总体而言，华尔街普遍预计销售额为770亿美元，比去年同期增长32%，每股利润为98美分。这将是苹果自2012年3月以来最快的营收增长率，当时的收入约为现在的一半。大多数看涨的苹果分析师似乎认为他们自己的估计太低了——770亿美元的股价可能会引发该股的抛售。</blockquote></p><p> Apple is also&nbsp;expected to provide an update on its capital-allocation strategy. A year ago,the company announced a 6% dividend increase, and boosted its stock repurchase plan by $50 billion. Apple has said repeatedly that it is pushing to get to a cash neutral position, but its remarkably big cash flow has slowed progress toward that goal.</p><p><blockquote>预计苹果还将提供其资本配置策略的最新信息。一年前，该公司宣布将股息增加6%，并将股票回购计划增加500亿美元。苹果一再表示，它正在努力实现现金中性头寸，但其庞大的现金流减缓了实现这一目标的进展。</blockquote></p><p> As always, the quarter is about more than just earnings.</p><p><blockquote>与往常一样，本季度不仅仅是盈利。</blockquote></p><p> For one, the Street will be looking for signs that the sales surge for Macs and iPads is sustainable—and that the company is keeping up with demand despite widespread chip and display shortages. Some investors worry that the spike in PC demand could ebb as more people return to schools and offices. They’ll be looking for company guidance on that point.</p><p><blockquote>其一，华尔街将寻找Mac和iPad销量激增可持续的迹象，以及尽管芯片和显示屏普遍短缺，但该公司仍能满足需求的迹象。一些投资者担心，随着越来越多的人返回学校和办公室，个人电脑需求的激增可能会消退。他们将在这一点上寻求公司的指导。</blockquote></p><p> Another is the sustainability of the resurgence in iPhone growth. There were high hopes among bulls that the iPhone 12 would drive a “supercycle” with an accelerated replacement cycle. Several analysts have noted that a clear consumer preference for the high end of the iPhone 12 line is driving up average selling prices, which should support a strong revenue quarter for the segment.</p><p><blockquote>另一个是iPhone增长复苏的可持续性。多头曾寄予厚望，认为iPhone 12将推动换机周期加速的“超级周期”。几位分析师指出，消费者对iPhone 12系列高端产品的明显偏好正在推高平均售价，这应该会支持该细分市场强劲的收入季度。</blockquote></p><p> “Given the later-than-seasonal launch of new iPhones in the fall of 2020, we believe iPhone demand will experience more favorable year-over-year comparisons this March quarter compared to past years,” writes Monness Crespi Hardt’s Brian White, who sees 47% iPhone revenue growth during the quarter.</p><p><blockquote>Monness Crespi Hardt的布莱恩·怀特(Brian White)写道：“鉴于2020年秋季新款iPhone的发布时间晚于季节性，我们相信，与过去几年相比，今年3月季度的iPhone需求将经历更有利的同比比较。”预计本季度iPhone收入将增长47%。</blockquote></p><p> And if Apple pulls it all together? Apple could crush Street estimates, writes Morgan Stanley analyst Katy Huberty, who has an Overweight rating and a $158 price target on the stock, up 17% from Monday’s close of $134.72. She sees the top line above $80 billion, with all segments growing at least 19% year over year. She is especially bullish on Mac and iPad sales, with estimates far above consensus—53% for Macs and 52% for iPads. She also expects Apple to increase its dividend by 10% and expand its stock repurchase program by $60 billion.</p><p><blockquote>如果苹果把这一切都拼凑起来呢？摩根士丹利分析师凯蒂·休伯蒂(Katy Huberty)写道，苹果可能会超出华尔街的预期，她对该股给予跑赢大盘评级，目标价为158美元，较周一收盘价134.72美元上涨17%。她预计营收将超过800亿美元，所有细分市场同比至少增长19%。她尤其看好Mac和iPad的销量，预期远高于市场普遍预期——Mac销量为53%，iPad销量为52%。她还预计苹果将股息提高10%，并将股票回购计划扩大600亿美元。</blockquote></p><p> That would certainly qualify as a job well done.</p><p><blockquote>这当然是一项出色的工作。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/apple-could-blow-the-top-off-earningsagain-what-that-would-mean-for-the-stock-51619495288?mod=hp_DAY_Theme_1_2\">Barrons</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.barrons.com/articles/apple-could-blow-the-top-off-earningsagain-what-that-would-mean-for-the-stock-51619495288?mod=hp_DAY_Theme_1_2","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1179396069","content_text":"Apple has its work cut out for it trying to surpass 2020’s blowout results. The thing is, the tech giant just might be able to pull it off.\nThe buzz around Apple last year was off the charts, even for what is the buzziest of technology companies. Anticipation of the fall launch of the company’s first 5G phones, surging demand for both Macs and iPads as the pandemic rolled on, and strength in both wearables and services fed off each other. The pieces all came together in the December quarter, when Apple (ticker: AAPL) posted its biggest quarter ever. Sales soared 21% to $111.4 billion, more than $8 billion over the Street consensus. Every product category—iPhone, iPad, Macs, wearables, and services—notched double-digit growth. Apple stock finished the year up 81%, adding nearly $1 trillion to its market cap.\nThat’s a tough act to follow, particularly with the March quarter, which always slows from the holiday-boosted December quarter. But Apple could pull off the quintuple double again when its results come out after the bell Wednesday. The Street certainly thinks so, even if the market, which has pushed Apple shares up less than 2% in 2021, has been more cautious. Consensus estimates call for double-digit increases from last year across the board: iPhones sales up 43%, to $41.4 billion; iPad sales up 29%, to $5.6 billion; Mac sales of $6.8 billion, up 27%; wearables sales (mostly Apple Watch and AirPods) of $7.4 billion, up 18%; and a 16% bump in services, to $15.5 billion.\nOverall, the Street consensus expects sales of $77 billion, up 32% from a year ago, with profits of 98 cents a share. That would be the fastest top-line growth rate for any Apple quarter since March 2012, when revenues were about half what they are now. And most bullish Apple analysts seem to think their own estimates are too low—a print at $77 billion would likely trigger a selloff in the stock.\nApple is also expected to provide an update on its capital-allocation strategy. A year ago,the company announced a 6% dividend increase, and boosted its stock repurchase plan by $50 billion. Apple has said repeatedly that it is pushing to get to a cash neutral position, but its remarkably big cash flow has slowed progress toward that goal.\nAs always, the quarter is about more than just earnings.\nFor one, the Street will be looking for signs that the sales surge for Macs and iPads is sustainable—and that the company is keeping up with demand despite widespread chip and display shortages. Some investors worry that the spike in PC demand could ebb as more people return to schools and offices. They’ll be looking for company guidance on that point.\nAnother is the sustainability of the resurgence in iPhone growth. There were high hopes among bulls that the iPhone 12 would drive a “supercycle” with an accelerated replacement cycle. Several analysts have noted that a clear consumer preference for the high end of the iPhone 12 line is driving up average selling prices, which should support a strong revenue quarter for the segment.\n“Given the later-than-seasonal launch of new iPhones in the fall of 2020, we believe iPhone demand will experience more favorable year-over-year comparisons this March quarter compared to past years,” writes Monness Crespi Hardt’s Brian White, who sees 47% iPhone revenue growth during the quarter.\nAnd if Apple pulls it all together? Apple could crush Street estimates, writes Morgan Stanley analyst Katy Huberty, who has an Overweight rating and a $158 price target on the stock, up 17% from Monday’s close of $134.72. She sees the top line above $80 billion, with all segments growing at least 19% year over year. She is especially bullish on Mac and iPad sales, with estimates far above consensus—53% for Macs and 52% for iPads. She also expects Apple to increase its dividend by 10% and expand its stock repurchase program by $60 billion.\nThat would certainly qualify as a job well done.","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":1870,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":372980984,"gmtCreate":1619168056848,"gmtModify":1634288042916,"author":{"id":"3577968507475807","authorId":"3577968507475807","name":"KageL","avatar":"https://static.tigerbbs.com/b278e1c57ec07aba0c83745974e3c2a4","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577968507475807","authorIdStr":"3577968507475807"},"themes":[],"htmlText":"Like and comment thanks","listText":"Like and comment thanks","text":"Like and comment 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[开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/353897218","repostId":"1170143533","repostType":2,"repost":{"id":"1170143533","kind":"news","pubTimestamp":1616466452,"share":"https://www.laohu8.com/m/news/1170143533?lang=zh_CN&edition=full","pubTime":"2021-03-23 10:27","market":"us","language":"en","title":"Keep on Buying Alibaba Stock, Says Analyst Following Investor Meeting<blockquote>分析师在投资者会议后表示，继续购买阿里巴巴-SW股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1170143533","media":"yahoo","summary":"After holding investor meetings with some of Alibaba’s (BABA) top brass, Truist analystYoussef Squal","content":"<p>After holding investor meetings with some of Alibaba’s (<b>BABA</b>) top brass, Truist analystYoussef Squalilays out the simple reason why investors should consider owning shares.</p><p><blockquote>在与阿里巴巴-SW的一些（<b>巴巴</b>)Truist分析师Youssef Squali的高层阐述了投资者应该考虑持有股票的简单原因。</blockquote></p><p> “BABA maintains one of the fastest top line growth rates and highest profit margin profiles among our covered Internet mega-caps, yet it's the cheapest,” Squali said.</p><p><blockquote>斯夸利表示：“在我们涵盖的互联网大型股中，阿里巴巴保持着营收增长率最快、利润率最高的公司之一，但它也是最便宜的。”</blockquote></p><p> Covid-19 impacted China before the rest of the world, yet China was also the first to shake off the pandemic. Since then, the Chinese economy has shown itself to be in rude health.</p><p><blockquote>新冠肺炎在世界其他地区之前影响了中国，但中国也是第一个摆脱疫情的。自那以后，中国经济表现出了健康的一面。</blockquote></p><p> According to the Chinese National Bureau of Statistics (NBS), retail sales in Jan-Feb were up by 33.8% year-over-year, although the uptick might be misleading as the pandemic was its peak in China during the same period in 2020. In comparison to the same period in 2019, growth increased by 3.2%. Specifically, in the e-commerce segment, there was growth of 32.5% vs. 2020 and 13.3% compared to 2019 - the latter figure in-line with the 13.4% growth exhibited in the December quarter.</p><p><blockquote>根据中国国家统计局（NBS）的数据，1-2月零售额同比增长33.8%，尽管这一增长可能具有误导性，因为疫情是2020年同期中国的高峰期。与2019年同期相比，增长了3.2%。具体来说，在电子商务领域，与2020年相比增长了32.5%，与2019年相比增长了13.3%，后者与12月份季度13.4%的增长一致。</blockquote></p><p> “For BABA in particular,” the 5-star analyst noted, “Our recent conversations with the company indicate that they've seen similar trends, and that demand remained robust so far in the quarter.”</p><p><blockquote>这位五星级分析师指出：“特别是对于阿里巴巴来说，我们最近与该公司的对话表明，他们也看到了类似的趋势，并且本季度迄今为止需求仍然强劲。”</blockquote></p><p> Alibaba has also been investing in its Core Commerce businesses – including in Taobao Deals, Taobao Live, New Retail, Taobao Grocery and Community Group Buying (CGB). This has impacted EBITA margins, which dropped to 34% in F3Q21 from 41% in F3Q20.</p><p><blockquote>阿里巴巴-SW还一直在投资其核心商业业务，包括淘宝交易、淘宝直播、新零售、淘宝杂货和社区团购（CGB）。这影响了EBITA利润率，EBITA利润率从2020年第三季度的41%降至2021年第三季度的34%。</blockquote></p><p> Alibaba hasn’t disclosed the size of the investments, but considering the drop in EBITA margins, Squali believes it is an “indicator of their magnitude.” In any case, Squali thinks the investments “mask” the stable profit margin levels of what the company refers to as the \"core core\" businesses – Taobao, Tmall and Alimama.</p><p><blockquote>阿里巴巴-SW尚未透露投资规模，但考虑到EBITA利润率的下降，斯夸利认为这是“投资规模的指标”。无论如何，斯夸利认为这些投资“掩盖”了该公司所说的“核心核心”业务——淘宝、天猫和阿里妈妈——稳定的利润率水平。</blockquote></p><p> Elsewhere, the cloud segment “continues to gain share and is now profitable” and Alibaba has continued to focus on lower-tier cities where the adoption of mobile commerce is gathering pace.</p><p><blockquote>在其他地方，云领域“继续获得份额，目前已实现盈利”，阿里巴巴-SW继续专注于移动商务采用步伐加快的低线城市。</blockquote></p><p> As for the regulatory issues that have plagued Alibaba over the past months, with the Chinese regulators conducting an antimonopoly probe and the halt of Ant Financial’s IPO – Squali regards them as “relevant concerns, but they do not alter our investment thesis for BABA at this point.”</p><p><blockquote>至于过去几个月困扰阿里巴巴-SW的监管问题，中国监管机构进行反垄断调查以及蚂蚁金服IPO被叫停——Squali将其视为“相关担忧，但它们不会改变我们目前对阿里巴巴的投资论点”点。”</blockquote></p><p> The analyst’s confidence is backed by a Buy rating and a $330 price target. This figure implies a 39% over the next 12 months.</p><p><blockquote>分析师的信心得到了买入评级和330美元目标价的支持。这个数字意味着未来12个月将增长39%。</blockquote></p><p> The rest of the Street also believes Alibaba is poised to execute; barring 1 Hold, all 18 other recent reviews say Buy. The stock, therefore, boasts a Strong Buy consensus rating, accompanied by a $325.63 average price target. Investors are looking at upside of ~37%, should the figure be met in the year ahead. </p><p><blockquote>华尔街的其他人也相信阿里巴巴-SW准备执行死刑；除1条持有外，最近其他18条评论均表示买入。因此，该股拥有强烈买入共识评级，平均目标价为325.63美元。如果未来一年达到这一数字，投资者预计上涨空间约为37%。</blockquote></p><p></p>","source":"lsy1584348713084","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>Keep on Buying Alibaba Stock, Says Analyst Following Investor Meeting<blockquote>分析师在投资者会议后表示，继续购买阿里巴巴-SW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\">\nKeep on Buying Alibaba Stock, Says Analyst Following Investor Meeting<blockquote>分析师在投资者会议后表示，继续购买阿里巴巴-SW股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">yahoo</strong><span class=\"h-time small\">2021-03-23 10:27</span>\n</p>\n</h4>\n</header>\n<article>\n<p>After holding investor meetings with some of Alibaba’s (<b>BABA</b>) top brass, Truist analystYoussef Squalilays out the simple reason why investors should consider owning shares.</p><p><blockquote>在与阿里巴巴-SW的一些（<b>巴巴</b>)Truist分析师Youssef Squali的高层阐述了投资者应该考虑持有股票的简单原因。</blockquote></p><p> “BABA maintains one of the fastest top line growth rates and highest profit margin profiles among our covered Internet mega-caps, yet it's the cheapest,” Squali said.</p><p><blockquote>斯夸利表示：“在我们涵盖的互联网大型股中，阿里巴巴保持着营收增长率最快、利润率最高的公司之一，但它也是最便宜的。”</blockquote></p><p> Covid-19 impacted China before the rest of the world, yet China was also the first to shake off the pandemic. Since then, the Chinese economy has shown itself to be in rude health.</p><p><blockquote>新冠肺炎在世界其他地区之前影响了中国，但中国也是第一个摆脱疫情的。自那以后，中国经济表现出了健康的一面。</blockquote></p><p> According to the Chinese National Bureau of Statistics (NBS), retail sales in Jan-Feb were up by 33.8% year-over-year, although the uptick might be misleading as the pandemic was its peak in China during the same period in 2020. In comparison to the same period in 2019, growth increased by 3.2%. Specifically, in the e-commerce segment, there was growth of 32.5% vs. 2020 and 13.3% compared to 2019 - the latter figure in-line with the 13.4% growth exhibited in the December quarter.</p><p><blockquote>根据中国国家统计局（NBS）的数据，1-2月零售额同比增长33.8%，尽管这一增长可能具有误导性，因为疫情是2020年同期中国的高峰期。与2019年同期相比，增长了3.2%。具体来说，在电子商务领域，与2020年相比增长了32.5%，与2019年相比增长了13.3%，后者与12月份季度13.4%的增长一致。</blockquote></p><p> “For BABA in particular,” the 5-star analyst noted, “Our recent conversations with the company indicate that they've seen similar trends, and that demand remained robust so far in the quarter.”</p><p><blockquote>这位五星级分析师指出：“特别是对于阿里巴巴来说，我们最近与该公司的对话表明，他们也看到了类似的趋势，并且本季度迄今为止需求仍然强劲。”</blockquote></p><p> Alibaba has also been investing in its Core Commerce businesses – including in Taobao Deals, Taobao Live, New Retail, Taobao Grocery and Community Group Buying (CGB). This has impacted EBITA margins, which dropped to 34% in F3Q21 from 41% in F3Q20.</p><p><blockquote>阿里巴巴-SW还一直在投资其核心商业业务，包括淘宝交易、淘宝直播、新零售、淘宝杂货和社区团购（CGB）。这影响了EBITA利润率，EBITA利润率从2020年第三季度的41%降至2021年第三季度的34%。</blockquote></p><p> Alibaba hasn’t disclosed the size of the investments, but considering the drop in EBITA margins, Squali believes it is an “indicator of their magnitude.” In any case, Squali thinks the investments “mask” the stable profit margin levels of what the company refers to as the \"core core\" businesses – Taobao, Tmall and Alimama.</p><p><blockquote>阿里巴巴-SW尚未透露投资规模，但考虑到EBITA利润率的下降，斯夸利认为这是“投资规模的指标”。无论如何，斯夸利认为这些投资“掩盖”了该公司所说的“核心核心”业务——淘宝、天猫和阿里妈妈——稳定的利润率水平。</blockquote></p><p> Elsewhere, the cloud segment “continues to gain share and is now profitable” and Alibaba has continued to focus on lower-tier cities where the adoption of mobile commerce is gathering pace.</p><p><blockquote>在其他地方，云领域“继续获得份额，目前已实现盈利”，阿里巴巴-SW继续专注于移动商务采用步伐加快的低线城市。</blockquote></p><p> As for the regulatory issues that have plagued Alibaba over the past months, with the Chinese regulators conducting an antimonopoly probe and the halt of Ant Financial’s IPO – Squali regards them as “relevant concerns, but they do not alter our investment thesis for BABA at this point.”</p><p><blockquote>至于过去几个月困扰阿里巴巴-SW的监管问题，中国监管机构进行反垄断调查以及蚂蚁金服IPO被叫停——Squali将其视为“相关担忧，但它们不会改变我们目前对阿里巴巴的投资论点”点。”</blockquote></p><p> The analyst’s confidence is backed by a Buy rating and a $330 price target. This figure implies a 39% over the next 12 months.</p><p><blockquote>分析师的信心得到了买入评级和330美元目标价的支持。这个数字意味着未来12个月将增长39%。</blockquote></p><p> The rest of the Street also believes Alibaba is poised to execute; barring 1 Hold, all 18 other recent reviews say Buy. The stock, therefore, boasts a Strong Buy consensus rating, accompanied by a $325.63 average price target. Investors are looking at upside of ~37%, should the figure be met in the year ahead. </p><p><blockquote>华尔街的其他人也相信阿里巴巴-SW准备执行死刑；除1条持有外，最近其他18条评论均表示买入。因此，该股拥有强烈买入共识评级，平均目标价为325.63美元。如果未来一年达到这一数字，投资者预计上涨空间约为37%。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://finance.yahoo.com/news/keep-buying-alibaba-stock-says-224609761.html\">yahoo</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":{"BABA":"阿里巴巴","09988":"阿里巴巴-W"},"source_url":"https://finance.yahoo.com/news/keep-buying-alibaba-stock-says-224609761.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1170143533","content_text":"After holding investor meetings with some of Alibaba’s (BABA) top brass, Truist analystYoussef Squalilays out the simple reason why investors should consider owning shares.\n“BABA maintains one of the fastest top line growth rates and highest profit margin profiles among our covered Internet mega-caps, yet it's the cheapest,” Squali said.\nCovid-19 impacted China before the rest of the world, yet China was also the first to shake off the pandemic. Since then, the Chinese economy has shown itself to be in rude health.\nAccording to the Chinese National Bureau of Statistics (NBS), retail sales in Jan-Feb were up by 33.8% year-over-year, although the uptick might be misleading as the pandemic was its peak in China during the same period in 2020. In comparison to the same period in 2019, growth increased by 3.2%. Specifically, in the e-commerce segment, there was growth of 32.5% vs. 2020 and 13.3% compared to 2019 - the latter figure in-line with the 13.4% growth exhibited in the December quarter.\n“For BABA in particular,” the 5-star analyst noted, “Our recent conversations with the company indicate that they've seen similar trends, and that demand remained robust so far in the quarter.”\nAlibaba has also been investing in its Core Commerce businesses – including in Taobao Deals, Taobao Live, New Retail, Taobao Grocery and Community Group Buying (CGB). This has impacted EBITA margins, which dropped to 34% in F3Q21 from 41% in F3Q20.\nAlibaba hasn’t disclosed the size of the investments, but considering the drop in EBITA margins, Squali believes it is an “indicator of their magnitude.” In any case, Squali thinks the investments “mask” the stable profit margin levels of what the company refers to as the \"core core\" businesses – Taobao, Tmall and Alimama.\nElsewhere, the cloud segment “continues to gain share and is now profitable” and Alibaba has continued to focus on lower-tier cities where the adoption of mobile commerce is gathering pace.\nAs for the regulatory issues that have plagued Alibaba over the past months, with the Chinese regulators conducting an antimonopoly probe and the halt of Ant Financial’s IPO – Squali regards them as “relevant concerns, but they do not alter our investment thesis for BABA at this point.”\nThe analyst’s confidence is backed by a Buy rating and a $330 price target. This figure implies a 39% over the next 12 months.\nThe rest of the Street also believes Alibaba is poised to execute; barring 1 Hold, all 18 other recent reviews say Buy. The stock, therefore, boasts a Strong Buy consensus rating, accompanied by a $325.63 average price target. Investors are looking at upside of ~37%, should the figure be met in the year ahead.","news_type":1,"symbols_score_info":{"BABA":0.9,"09988":0.9}},"isVote":1,"tweetType":1,"viewCount":3141,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"following","isTTM":false}