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Jazzc85

In Lala land

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- Jazzc85Jazzc85
  ·2021-12-14
  Wah [Victory]
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  3,398 评论
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- Jazzc85Jazzc85
  ·2021-12-10
  [What]
  Toplines Before US Market Open on Friday<blockquote>周五美国市场开盘前的顶线</blockquote>
  Stock-market index trade higher after inflation report. At 8:34 a.m. ET, Dow e-minis were up 176 poi
  Toplines Before US Market Open on Friday<blockquote>周五美国市场开盘前的顶线</blockquote>
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- Jazzc85Jazzc85
  ·2021-11-20
  It’s time yo~
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- Jazzc85Jazzc85
  ·2021-11-13
  [NosePick]
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- Jazzc85Jazzc85
  ·2021-11-11
  Oh.. [Surprised]
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- Jazzc85Jazzc85
  ·2021-11-10
  [Miser] [Miser] [Miser]
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- Jazzc85Jazzc85
  ·2021-11-02
  [Miser] [Strong]
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- Jazzc85Jazzc85
  ·2021-11-01
  Like pls…tq!
  Federal Reserve decision, October jobs report: What to know this week<blockquote>美联储决定、10 月就业报告：本周须知</blockquote>
  The Federal Reserve's forthcoming monetary policy meeting will be in focus this week, and may set th
  Federal Reserve decision, October jobs report: What to know this week<blockquote>美联储决定、10 月就业报告：本周须知</blockquote>
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- Jazzc85Jazzc85
  ·2021-10-24
  Ok [Strong]
  The PC slowdown shouldn't hurt Microsoft earnings, and here's why<blockquote>个人电脑放缓应该不会损害微软的盈利，原因如下</blockquote>
  Growth from Azure and other cloud products should mask over any disappointment from supply-chain iss
  The PC slowdown shouldn't hurt Microsoft earnings, and here's why<blockquote>个人电脑放缓应该不会损害微软的盈利，原因如下</blockquote>
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- Jazzc85Jazzc85
  ·2021-10-06
  Look out for these
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8:34，道琼斯电子迷你指数上涨 176 点，涨幅 0.49%，标普500电子迷你指数上涨 30.75 点，涨幅 0.66%，纳斯达克 100 电子迷你指数上涨 115.25 点，涨幅 0.71%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/022d770c8d408fcc5c7a5267e1fa96a1\" tg-width=\"412\" tg-height=\"184\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> Inflation accelerated at its fastest pace since 1982 in November, the Labor Department said Friday, putting pressure on the economic recovery and raising the stakes for the Federal Reserve.</p><p><blockquote>美国劳工部周五表示，11 月份通胀以 1982 年以来最快的速度加速，给经济复苏带来压力，并增加了美联储的风险。</blockquote></p><p> The consumer price index, which measures the cost of a wide-ranging basket of goods, rose 0.8% for the month, good for a 6.8% pace on a year over year basis and the fastest rate since June 1982.</p><p><blockquote>衡量一篮子商品成本的消费者价格指数本月上涨0.8%，同比上涨6.8%，为1982年6月以来的最快涨幅。</blockquote></p><p> Excluding food and energy prices, so-called core CPI was up 0.5% for the month and 4.9% from a year ago, which itself was the sharpest pickup since mid-1991.</p><p><blockquote>剔除食品和能源价格，所谓的核心CPI当月上涨0.5%，同比上涨4.9%，这本身就是自1991年年中以来的最大涨幅。</blockquote></p><p> The Dow Jones estimate was for a 6.7% annual gain for headline CPI and 4.9% for core.</p><p><blockquote>道琼斯预计总体 CPI 年增长率为 6.7%，核心 CPI 年增长率为 4.9%。</blockquote></p><p> <b>Stocks making the biggest moves premarket:</b></p><p><blockquote><b>盘前波动最大的股票：</b></blockquote></p><p> <b>Tesla(TSLA)</b>&nbsp;–&nbsp;Tesla Inc&nbsp;Chief Executive Officer Elon Musk has sold another 934,091 shares of the electric vehicle maker worth $963.2 million, U.S. securities filings showed on Thursday.He also exercised stock options to buy 2.17 million shares of Tesla, according to the filings.Musk is \"thinking of\" leaving his jobs and becoming an influencer, the world's richest man tweeted on Thursday.It was not immediately clear if Musk, a prolific user of the social media platform, was being serious about quitting his roles.Tesla shares dropped more&nbsp;than&nbsp;1% in premarket trading.</p><p><blockquote><b>特斯拉（TSLA）</b>– 美国证券文件周四显示，特斯拉公司首席执行官埃隆·马斯克又出售了这家电动汽车制造商的 934,091 股股票，价值 9.632 亿美元。文件显示，他还行使股票期权购买了 217 万股特斯拉股票。这位世界首富周四在推特上表示，马斯克正在“考虑”离职并成为一名有影响力的人。目前尚不清楚社交媒体平台的多产用户马斯克是否认真考虑辞去职务。特斯拉股价在盘前交易中下跌超过 1%。</blockquote></p><p> <b>Oracle(ORCL) </b>– Oracle shares surged 12% in the premarket, after quarterly sales and revenue beat estimates and the business software company announced a $10 billion increase in its share repurchase program.&nbsp;Oracle earned an adjusted $1.21 per share, 10 cents above estimates, with particular strength for its cloud infrastructure business.</p><p><blockquote><b>甲骨文(ORCL)</b>- 在季度销售额和收入超出预期以及商业软件公司甲骨文宣布将股票回购计划增加 100 亿美元后，甲骨文股价在盘前飙升 12%。甲骨文调整后每股收益为 1.21 美元，比预期高出 10 美分，其中云基础设施业务表现尤为强劲。</blockquote></p><p> <b>Broadcom(AVGO)</b> – The chip maker’s shares rallied nearly 7% in premarket trading after it beat Street forecasts on the top and bottom lines for its latest quarter.&nbsp;Broadcom earned an adjusted $7.81 per share, 7 cents above estimates, and also issued an upbeat forecast on continued high demand from its cloud computing customers.</p><p><blockquote><b>博通(AVGO)</b>- 这家芯片制造商的股价在盘前交易中上涨了近 7%，此前该公司最新一个季度的营收和利润均超出了华尔街的预期。博通调整后每股收益为 7.81 美元，比预期高出 7 美分，并对其云计算客户的持续高需求发布了乐观预测。</blockquote></p><p> <b>Chewy(CHWY) </b>– The online pet products retailer’s stock tumbled 10% in the premarket after it reported a wider-than-expected quarterly loss.&nbsp;Sales were in line with Street forecasts, but profit was impacted by higher costs for labor and supply chain issues.</p><p><blockquote><b>咀嚼</b>- 这家在线宠物用品零售商公布季度亏损超出预期，其股价在盘前暴跌 10%。销售额与华尔街预测一致，但利润受到劳动力成本上升和供应链问题的影响。</blockquote></p><p> <b>Moderna(MRNA)</b>&nbsp;–&nbsp;Moderna&nbsp;shares&nbsp;plunged&nbsp;10%&nbsp;in premarket trading.Other vaccine stocks also fell.BioNTech&nbsp;fell&nbsp;more&nbsp;than&nbsp;5%,Novavax&nbsp;fell&nbsp;more&nbsp;than&nbsp;3%.</p><p><blockquote><b>现代（MRNA）</b>– Moderna 股价在盘前交易中暴跌 10%。其他疫苗股也下跌。BioNTech下跌超过5%，Novavax下跌超过3%。</blockquote></p><p> <b>Lululemon(LULU)</b> – The athletic apparel maker reported adjusted quarterly profit of $1.62 per share, 21 cents above estimates, with revenue slightly above forecasts as well.&nbsp;However, Lululemon also warned that new Covid-19 variants could impact demand for “athleisure” clothing if virus concerns lead to temporary store closures and further supply chain issues.&nbsp;The stock slid 1.3% in premarket action.</p><p><blockquote><b>露露柠檬（露露）</b>- 这家运动服装制造商公布的调整后季度利润为每股 1.62 美元，比预期高出 21 美分，收入也略高于预期。不过，Lululemon 也警告说，如果病毒问题导致商店暂时关闭和进一步的供应链问题，新的 Covid-19 变种可能会影响 “运动休闲 ”服装的需求。该股在盘前交易中下跌了 1.3%。</blockquote></p><p> <b>C3Ai(AI)</b> – The artificial intelligence software company’s stock soared 20% in the premarket after it won a $500 million contract from the U.S. Department of Defense for its suite of AI products.</p><p><blockquote><b>C3Ai(AI)</b>- 这家人工智能软件公司赢得美国公司一份价值 5 亿美元的合同后，其股价在盘前飙升 20%。国防部的人工智能产品套件。</blockquote></p><p> <b>Costco(COST)</b> – The warehouse retailer earned $2.98 per share for its latest quarter, compared with a consensus estimate of $2.64, with revenue topping Street forecasts as well.&nbsp;The beat came despite higher costs and supply chain issues that Costco said it was able to largely mitigate.&nbsp;Costco rose 1.8% in the premarket.</p><p><blockquote><b>好市多（成本）</b>- 这家仓储零售商最近一个季度的每股收益为 2.98 美元，而市场普遍预期为 2.64 美元，收入也超过了华尔街的预期。尽管成本上升和供应链问题，Costco 表示已在很大程度上缓解了这些问题，但仍取得了成功。Costco 在盘前上涨了 1.8%。</blockquote></p><p> <b>Beyond Meat(BYND)</b> – Restaurant chain Taco Bell dropped plans to test Beyond Meat’s plant-based version of carne asada,according to a Bloomberg report.&nbsp;Taco Bell is said to have been dissatisfied with samples it received in October, although the companies continue to work together on new products.&nbsp;Beyond Meat slipped 1.6% in premarket trading.</p><p><blockquote><b>Beyond Meat（BYND）</b>- 据彭博社报道，连锁餐厅塔可钟放弃了测试Beyond Meat植物版 carne asada 的计划。据说塔可钟对 10 月份收到的样品并不满意，但两家公司仍在合作开发新产品。Beyond Meat在盘前交易中下跌了 1.6%。</blockquote></p><p> <b>American Outdoor Brands(AOUT)</b> – The outdoor products maker reported adjusted quarterly profit of 58 cents per share, well below the 76 cent consensus estimate, with revenue also falling short of analyst forecasts.&nbsp;The company said sales slowed due to a shift in customer purchase timing into the prior quarter to lessen supply chain concerns.&nbsp;American Outdoor shares plummeted 19% in premarket action.</p><p><blockquote><b>美国户外品牌(8月)</b>- 这家户外用品制造商公布的调整后季度利润为每股 58 美分，远低于 76 美分的一致预期，收入也低于分析师的预期。该公司表示，由于客户采购时间转移到上一季度，以减轻供应链担忧，销售放缓。美国户外用品股价在盘前暴跌 19%。</blockquote></p><p> <b>Vail Resorts(MTN)</b> – The resort operator lost $3.44 per share for its latest quarter, smaller than the loss of $3.62 that analysts had anticipated, thanks to a jump in season pass sales.&nbsp;However, revenue was below estimates.</p><p><blockquote><b>韦尔度假村(MTN)</b>- 由于季票销量激增，这家度假村运营商最近一个季度每股亏损 3.44 美元，低于分析师预期的 3.62 美元亏损。不过，收入低于预期。</blockquote></p><p></p><p> <b>Peloton(PTON)</b> – The fitness equipment maker’s shares lost 3.6% in the premarket after Credit Suisse downgraded the stock to “neutral” from “outperform”.&nbsp;The firm noted a number of headwinds for Peloton, including a return to out-of-home fitness and a shift in consumer spending.</p><p><blockquote><b>排(PTON)</b>- 在瑞士信贷将 Peloton 的股票评级从 “跑赢大盘 ”下调至 “中性”后，这家健身器材制造商的股价在盘前下跌了 3.6%。该公司指出，Peloton 面临着一些不利因素，包括户外健身的回归和消费者支出的转变。</blockquote></p><p> <b>AMC Entertainment(AMC)</b> – The movie theater operator’s shares slid 1% in premarket trading, after SEC filings showed a sale of 312,500 shares by CEO Adam Aron and a sale of 18,000 shares by CFO Sean Goodman.&nbsp;Aron had indicated in November that he would soon begin selling shares as part of estate planning.</p><p><blockquote><b>AMC院线(AMC)</b>- 在向美国证券交易委员会提交的文件显示，首席执行官亚当-阿伦（Adam Aron）出售了 312,500 股股票，首席财务官肖恩-古德曼（Sean Goodman）出售了 18,000 股股票后，这家电影院运营商的股价在盘前交易中下跌了 1%。阿伦曾在 11 月表示，作为遗产规划的一部分，他将很快开始出售股票。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE 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Friday<blockquote>周五美国市场开盘前的顶线</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-12-10 21:35</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Stock-market index trade higher after inflation report.</p><p><blockquote>通胀报告公布后，股市指数走高。</blockquote></p><p> At 8:34 a.m. ET, Dow e-minis were up 176 points, or 0.49%, S&amp;P 500 e-minis were up 30.75 points, or 0.66%, and Nasdaq 100 e-minis were up 115.25 points, or 0.71%.</p><p><blockquote>美国东部时间上午 8:34，道琼斯电子迷你指数上涨 176 点，涨幅 0.49%，标普500电子迷你指数上涨 30.75 点，涨幅 0.66%，纳斯达克 100 电子迷你指数上涨 115.25 点，涨幅 0.71%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/022d770c8d408fcc5c7a5267e1fa96a1\" tg-width=\"412\" tg-height=\"184\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> Inflation accelerated at its fastest pace since 1982 in November, the Labor Department said Friday, putting pressure on the economic recovery and raising the stakes for the Federal Reserve.</p><p><blockquote>美国劳工部周五表示，11 月份通胀以 1982 年以来最快的速度加速，给经济复苏带来压力，并增加了美联储的风险。</blockquote></p><p> The consumer price index, which measures the cost of a wide-ranging basket of goods, rose 0.8% for the month, good for a 6.8% pace on a year over year basis and the fastest rate since June 1982.</p><p><blockquote>衡量一篮子商品成本的消费者价格指数本月上涨0.8%，同比上涨6.8%，为1982年6月以来的最快涨幅。</blockquote></p><p> Excluding food and energy prices, so-called core CPI was up 0.5% for the month and 4.9% from a year ago, which itself was the sharpest pickup since mid-1991.</p><p><blockquote>剔除食品和能源价格，所谓的核心CPI当月上涨0.5%，同比上涨4.9%，这本身就是自1991年年中以来的最大涨幅。</blockquote></p><p> The Dow Jones estimate was for a 6.7% annual gain for headline CPI and 4.9% for core.</p><p><blockquote>道琼斯预计总体 CPI 年增长率为 6.7%，核心 CPI 年增长率为 4.9%。</blockquote></p><p> <b>Stocks making the biggest moves premarket:</b></p><p><blockquote><b>盘前波动最大的股票：</b></blockquote></p><p> <b>Tesla(TSLA)</b>&nbsp;–&nbsp;Tesla Inc&nbsp;Chief Executive Officer Elon Musk has sold another 934,091 shares of the electric vehicle maker worth $963.2 million, U.S. securities filings showed on Thursday.He also exercised stock options to buy 2.17 million shares of Tesla, according to the filings.Musk is \"thinking of\" leaving his jobs and becoming an influencer, the world's richest man tweeted on Thursday.It was not immediately clear if Musk, a prolific user of the social media platform, was being serious about quitting his roles.Tesla shares dropped more&nbsp;than&nbsp;1% in premarket trading.</p><p><blockquote><b>特斯拉（TSLA）</b>– 美国证券文件周四显示，特斯拉公司首席执行官埃隆·马斯克又出售了这家电动汽车制造商的 934,091 股股票，价值 9.632 亿美元。文件显示，他还行使股票期权购买了 217 万股特斯拉股票。这位世界首富周四在推特上表示，马斯克正在“考虑”离职并成为一名有影响力的人。目前尚不清楚社交媒体平台的多产用户马斯克是否认真考虑辞去职务。特斯拉股价在盘前交易中下跌超过 1%。</blockquote></p><p> <b>Oracle(ORCL) </b>– Oracle shares surged 12% in the premarket, after quarterly sales and revenue beat estimates and the business software company announced a $10 billion increase in its share repurchase program.&nbsp;Oracle earned an adjusted $1.21 per share, 10 cents above estimates, with particular strength for its cloud infrastructure business.</p><p><blockquote><b>甲骨文(ORCL)</b>- 在季度销售额和收入超出预期以及商业软件公司甲骨文宣布将股票回购计划增加 100 亿美元后，甲骨文股价在盘前飙升 12%。甲骨文调整后每股收益为 1.21 美元，比预期高出 10 美分，其中云基础设施业务表现尤为强劲。</blockquote></p><p> <b>Broadcom(AVGO)</b> – The chip maker’s shares rallied nearly 7% in premarket trading after it beat Street forecasts on the top and bottom lines for its latest quarter.&nbsp;Broadcom earned an adjusted $7.81 per share, 7 cents above estimates, and also issued an upbeat forecast on continued high demand from its cloud computing customers.</p><p><blockquote><b>博通(AVGO)</b>- 这家芯片制造商的股价在盘前交易中上涨了近 7%，此前该公司最新一个季度的营收和利润均超出了华尔街的预期。博通调整后每股收益为 7.81 美元，比预期高出 7 美分，并对其云计算客户的持续高需求发布了乐观预测。</blockquote></p><p> <b>Chewy(CHWY) </b>– The online pet products retailer’s stock tumbled 10% in the premarket after it reported a wider-than-expected quarterly loss.&nbsp;Sales were in line with Street forecasts, but profit was impacted by higher costs for labor and supply chain issues.</p><p><blockquote><b>咀嚼</b>- 这家在线宠物用品零售商公布季度亏损超出预期，其股价在盘前暴跌 10%。销售额与华尔街预测一致，但利润受到劳动力成本上升和供应链问题的影响。</blockquote></p><p> <b>Moderna(MRNA)</b>&nbsp;–&nbsp;Moderna&nbsp;shares&nbsp;plunged&nbsp;10%&nbsp;in premarket trading.Other vaccine stocks also fell.BioNTech&nbsp;fell&nbsp;more&nbsp;than&nbsp;5%,Novavax&nbsp;fell&nbsp;more&nbsp;than&nbsp;3%.</p><p><blockquote><b>现代（MRNA）</b>– Moderna 股价在盘前交易中暴跌 10%。其他疫苗股也下跌。BioNTech下跌超过5%，Novavax下跌超过3%。</blockquote></p><p> <b>Lululemon(LULU)</b> – The athletic apparel maker reported adjusted quarterly profit of $1.62 per share, 21 cents above estimates, with revenue slightly above forecasts as well.&nbsp;However, Lululemon also warned that new Covid-19 variants could impact demand for “athleisure” clothing if virus concerns lead to temporary store closures and further supply chain issues.&nbsp;The stock slid 1.3% in premarket action.</p><p><blockquote><b>露露柠檬（露露）</b>- 这家运动服装制造商公布的调整后季度利润为每股 1.62 美元，比预期高出 21 美分，收入也略高于预期。不过，Lululemon 也警告说，如果病毒问题导致商店暂时关闭和进一步的供应链问题，新的 Covid-19 变种可能会影响 “运动休闲 ”服装的需求。该股在盘前交易中下跌了 1.3%。</blockquote></p><p> <b>C3Ai(AI)</b> – The artificial intelligence software company’s stock soared 20% in the premarket after it won a $500 million contract from the U.S. Department of Defense for its suite of AI products.</p><p><blockquote><b>C3Ai(AI)</b>- 这家人工智能软件公司赢得美国公司一份价值 5 亿美元的合同后，其股价在盘前飙升 20%。国防部的人工智能产品套件。</blockquote></p><p> <b>Costco(COST)</b> – The warehouse retailer earned $2.98 per share for its latest quarter, compared with a consensus estimate of $2.64, with revenue topping Street forecasts as well.&nbsp;The beat came despite higher costs and supply chain issues that Costco said it was able to largely mitigate.&nbsp;Costco rose 1.8% in the premarket.</p><p><blockquote><b>好市多（成本）</b>- 这家仓储零售商最近一个季度的每股收益为 2.98 美元，而市场普遍预期为 2.64 美元，收入也超过了华尔街的预期。尽管成本上升和供应链问题，Costco 表示已在很大程度上缓解了这些问题，但仍取得了成功。Costco 在盘前上涨了 1.8%。</blockquote></p><p> <b>Beyond Meat(BYND)</b> – Restaurant chain Taco Bell dropped plans to test Beyond Meat’s plant-based version of carne asada,according to a Bloomberg report.&nbsp;Taco Bell is said to have been dissatisfied with samples it received in October, although the companies continue to work together on new products.&nbsp;Beyond Meat slipped 1.6% in premarket trading.</p><p><blockquote><b>Beyond Meat（BYND）</b>- 据彭博社报道，连锁餐厅塔可钟放弃了测试Beyond Meat植物版 carne asada 的计划。据说塔可钟对 10 月份收到的样品并不满意，但两家公司仍在合作开发新产品。Beyond Meat在盘前交易中下跌了 1.6%。</blockquote></p><p> <b>American Outdoor Brands(AOUT)</b> – The outdoor products maker reported adjusted quarterly profit of 58 cents per share, well below the 76 cent consensus estimate, with revenue also falling short of analyst forecasts.&nbsp;The company said sales slowed due to a shift in customer purchase timing into the prior quarter to lessen supply chain concerns.&nbsp;American Outdoor shares plummeted 19% in premarket action.</p><p><blockquote><b>美国户外品牌(8月)</b>- 这家户外用品制造商公布的调整后季度利润为每股 58 美分，远低于 76 美分的一致预期，收入也低于分析师的预期。该公司表示，由于客户采购时间转移到上一季度，以减轻供应链担忧，销售放缓。美国户外用品股价在盘前暴跌 19%。</blockquote></p><p> <b>Vail Resorts(MTN)</b> – The resort operator lost $3.44 per share for its latest quarter, smaller than the loss of $3.62 that analysts had anticipated, thanks to a jump in season pass sales.&nbsp;However, revenue was below estimates.</p><p><blockquote><b>韦尔度假村(MTN)</b>- 由于季票销量激增，这家度假村运营商最近一个季度每股亏损 3.44 美元，低于分析师预期的 3.62 美元亏损。不过，收入低于预期。</blockquote></p><p></p><p> <b>Peloton(PTON)</b> – The fitness equipment maker’s shares lost 3.6% in the premarket after Credit Suisse downgraded the stock to “neutral” from “outperform”.&nbsp;The firm noted a number of headwinds for Peloton, including a return to out-of-home fitness and a shift in consumer spending.</p><p><blockquote><b>排(PTON)</b>- 在瑞士信贷将 Peloton 的股票评级从 “跑赢大盘 ”下调至 “中性”后，这家健身器材制造商的股价在盘前下跌了 3.6%。该公司指出，Peloton 面临着一些不利因素，包括户外健身的回归和消费者支出的转变。</blockquote></p><p> <b>AMC Entertainment(AMC)</b> – The movie theater operator’s shares slid 1% in premarket trading, after SEC filings showed a sale of 312,500 shares by CEO Adam Aron and a sale of 18,000 shares by CFO Sean Goodman.&nbsp;Aron had indicated in November that he would soon begin selling shares as part of estate planning.</p><p><blockquote><b>AMC院线(AMC)</b>- 在向美国证券交易委员会提交的文件显示，首席执行官亚当-阿伦（Adam Aron）出售了 312,500 股股票，首席财务官肖恩-古德曼（Sean Goodman）出售了 18,000 股股票后，这家电影院运营商的股价在盘前交易中下跌了 1%。阿伦曾在 11 月表示，作为遗产规划的一部分，他将很快开始出售股票。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMC":"AMC院线","AI":"C3.ai, Inc.","MRNA":"Moderna, Inc.","AOUT":"American Outdoor Brands, Inc.",".IXIC":"NASDAQ Composite","LULU":"lululemon athletica","MTN":"Vail Resorts Inc","NVAX":"诺瓦瓦克斯医药","PTON":"Peloton Interactive, Inc.","TSLA":"特斯拉",".SPX":"S&P 500 Index","CHWY":"Chewy, Inc.","ORCL":"甲骨文","AVGO":"博通","COST":"好市多",".DJI":"道琼斯","BNTX":"BioNTech SE","BYND":"Beyond Meat, Inc."},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1115031273","content_text":"Stock-market index trade higher after inflation report.\nAt 8:34 a.m. ET, Dow e-minis were up 176 points, or 0.49%, S&P 500 e-minis were up 30.75 points, or 0.66%, and Nasdaq 100 e-minis were up 115.25 points, or 0.71%.\n\nInflation accelerated at its fastest pace since 1982 in November, the Labor Department said Friday, putting pressure on the economic recovery and raising the stakes for the Federal Reserve.\nThe consumer price index, which measures the cost of a wide-ranging basket of goods, rose 0.8% for the month, good for a 6.8% pace on a year over year basis and the fastest rate since June 1982.\nExcluding food and energy prices, so-called core CPI was up 0.5% for the month and 4.9% from a year ago, which itself was the sharpest pickup since mid-1991.\nThe Dow Jones estimate was for a 6.7% annual gain for headline CPI and 4.9% for core.\nStocks making the biggest moves premarket:\nTesla(TSLA) – Tesla Inc Chief Executive Officer Elon Musk has sold another 934,091 shares of the electric vehicle maker worth $963.2 million, U.S. securities filings showed on Thursday.He also exercised stock options to buy 2.17 million shares of Tesla, according to the filings.Musk is \"thinking of\" leaving his jobs and becoming an influencer, the world's richest man tweeted on Thursday.It was not immediately clear if Musk, a prolific user of the social media platform, was being serious about quitting his roles.Tesla shares dropped more than 1% in premarket trading.\nOracle(ORCL) – Oracle shares surged 12% in the premarket, after quarterly sales and revenue beat estimates and the business software company announced a $10 billion increase in its share repurchase program. Oracle earned an adjusted $1.21 per share, 10 cents above estimates, with particular strength for its cloud infrastructure business.\nBroadcom(AVGO) – The chip maker’s shares rallied nearly 7% in premarket trading after it beat Street forecasts on the top and bottom lines for its latest quarter. Broadcom earned an adjusted $7.81 per share, 7 cents above estimates, and also issued an upbeat forecast on continued high demand from its cloud computing customers.\nChewy(CHWY) – The online pet products retailer’s stock tumbled 10% in the premarket after it reported a wider-than-expected quarterly loss. Sales were in line with Street forecasts, but profit was impacted by higher costs for labor and supply chain issues.\nModerna(MRNA) – Moderna shares plunged 10% in premarket trading.Other vaccine stocks also fell.BioNTech fell more than 5%,Novavax fell more than 3%.\nLululemon(LULU) – The athletic apparel maker reported adjusted quarterly profit of $1.62 per share, 21 cents above estimates, with revenue slightly above forecasts as well. However, Lululemon also warned that new Covid-19 variants could impact demand for “athleisure” clothing if virus concerns lead to temporary store closures and further supply chain issues. The stock slid 1.3% in premarket action.\nC3Ai(AI) – The artificial intelligence software company’s stock soared 20% in the premarket after it won a $500 million contract from the U.S. Department of Defense for its suite of AI products.\nCostco(COST) – The warehouse retailer earned $2.98 per share for its latest quarter, compared with a consensus estimate of $2.64, with revenue topping Street forecasts as well. The beat came despite higher costs and supply chain issues that Costco said it was able to largely mitigate. Costco rose 1.8% in the premarket.\nBeyond Meat(BYND) – Restaurant chain Taco Bell dropped plans to test Beyond Meat’s plant-based version of carne asada,according to a Bloomberg report. Taco Bell is said to have been dissatisfied with samples it received in October, although the companies continue to work together on new products. Beyond Meat slipped 1.6% in premarket trading.\nAmerican Outdoor Brands(AOUT) – The outdoor products maker reported adjusted quarterly profit of 58 cents per share, well below the 76 cent consensus estimate, with revenue also falling short of analyst forecasts. The company said sales slowed due to a shift in customer purchase timing into the prior quarter to lessen supply chain concerns. American Outdoor shares plummeted 19% in premarket action.\nVail Resorts(MTN) – The resort operator lost $3.44 per share for its latest quarter, smaller than the loss of $3.62 that analysts had anticipated, thanks to a jump in season pass sales. However, revenue was below estimates.\nPeloton(PTON) – The fitness equipment maker’s shares lost 3.6% in the premarket after Credit Suisse downgraded the stock to “neutral” from “outperform”. The firm noted a number of headwinds for Peloton, including a return to out-of-home fitness and a shift in consumer spending.\nAMC Entertainment(AMC) – The movie theater operator’s shares slid 1% in premarket trading, after SEC filings showed a sale of 312,500 shares by CEO Adam Aron and a sale of 18,000 shares by CFO Sean Goodman. Aron had indicated in November that he would soon begin selling shares as part of estate 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[Surprised]&nbsp;","listText":"Oh.. [Surprised]&nbsp;","text":"Oh.. [Surprised]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/870194884","repostId":"1174921397","repostType":4,"isVote":1,"tweetType":1,"viewCount":2895,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":847109136,"gmtCreate":1636499132445,"gmtModify":1636499132651,"author":{"id":"3581583688503326","authorId":"3581583688503326","name":"Jazzc85","avatar":"https://static.tigerbbs.com/56b42e602a7cb8788c5ed131adee25cc","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581583688503326","authorIdStr":"3581583688503326"},"themes":[],"title":"","htmlText":"[Miser]&nbsp;[Miser]&nbsp;[Miser]&nbsp;","listText":"[Miser]&nbsp;[Miser]&nbsp;[Miser]&nbsp;","text":"[Miser] [Miser] [Miser]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/847109136","repostId":"1127189501","repostType":4,"isVote":1,"tweetType":1,"viewCount":3116,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":843850081,"gmtCreate":1635818895362,"gmtModify":1635818895425,"author":{"id":"3581583688503326","authorId":"3581583688503326","name":"Jazzc85","avatar":"https://static.tigerbbs.com/56b42e602a7cb8788c5ed131adee25cc","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581583688503326","authorIdStr":"3581583688503326"},"themes":[],"title":"","htmlText":"[Miser]&nbsp;[Strong]&nbsp;","listText":"[Miser]&nbsp;[Strong]&nbsp;","text":"[Miser] [Strong]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/843850081","repostId":"1154592194","repostType":4,"isVote":1,"tweetType":1,"viewCount":3252,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":849484008,"gmtCreate":1635773942347,"gmtModify":1635773942455,"author":{"id":"3581583688503326","authorId":"3581583688503326","name":"Jazzc85","avatar":"https://static.tigerbbs.com/56b42e602a7cb8788c5ed131adee25cc","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581583688503326","authorIdStr":"3581583688503326"},"themes":[],"title":"","htmlText":"Like pls…tq!","listText":"Like pls…tq!","text":"Like pls…tq!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/849484008","repostId":"2179250221","repostType":4,"repost":{"id":"2179250221","kind":"news","pubTimestamp":1635721559,"share":"https://www.laohunote.com/m/news/2179250221?lang=zh_CN&edition=full","pubTime":"2021-11-01 07:05","market":"us","language":"en","title":"Federal Reserve decision, October jobs report: What to know this week<blockquote>美联储决定、10 月就业报告：本周须知</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2179250221","media":"Yahoo Finance","summary":"The Federal Reserve's forthcoming monetary policy meeting will be in focus this week, and may set th","content":"<p><div> The Federal Reserve's forthcoming monetary policy meeting will be in focus this week, and may set the stage for a long-awaited announcement of asset-purchase tapering. Meanwhile, traders will also ...</p><p><blockquote><div>美联储即将召开的货币政策会议将成为本周的焦点，并可能为期待已久的资产购买缩减公告奠定基础。与此同时，交易者也将……</div></blockquote></p><p>  <a href=\"https://finance.yahoo.com/news/federal-reserve-meeting-october-jobs-report-what-to-know-this-week-151259921.html\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://finance.yahoo.com/news/federal-reserve-meeting-october-jobs-report-what-to-know-this-week-151259921.html\">网页连接</a></blockquote></p><p></p>","source":"yahoofinance_au","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>Federal Reserve decision, October jobs report: What to know this week<blockquote>美联储决定、10 月就业报告：本周须知</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\">\nFederal Reserve decision, October jobs report: What to know this week<blockquote>美联储决定、10 月就业报告：本周须知</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Yahoo Finance</strong><span class=\"h-time small\">2021-11-01 07:05</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div> The Federal Reserve's forthcoming monetary policy meeting will be in focus this week, and may set the stage for a long-awaited announcement of asset-purchase tapering. Meanwhile, traders will also ...</p><p><blockquote><div>美联储即将召开的货币政策会议将成为本周的焦点，并可能为期待已久的资产购买缩减公告奠定基础。与此同时，交易者也将……</div></blockquote></p><p>  <a href=\"https://finance.yahoo.com/news/federal-reserve-meeting-october-jobs-report-what-to-know-this-week-151259921.html\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://finance.yahoo.com/news/federal-reserve-meeting-october-jobs-report-what-to-know-this-week-151259921.html\">网页连接</a></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://finance.yahoo.com/news/federal-reserve-meeting-october-jobs-report-what-to-know-this-week-151259921.html\">Yahoo Finance</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":{"COP":"康菲石油","APO":"阿波罗全球管理",".IXIC":"NASDAQ Composite","BLMN":"Bloomin' Brands","EL":"雅诗兰黛","UBER":"优步",".SPX":"S&P 500 Index","RL":"拉夫劳伦","CLX":"高乐氏","PFE":"辉瑞",".DJI":"道琼斯","CRSR":"Corsair Gaming, Inc."},"source_url":"https://finance.yahoo.com/news/federal-reserve-meeting-october-jobs-report-what-to-know-this-week-151259921.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2179250221","content_text":"The Federal Reserve's forthcoming monetary policy meeting will be in focus this week, and may set the stage for a long-awaited announcement of asset-purchase tapering. Meanwhile, traders will also await more data on the U.S. economic recovery with the Labor Department's monthly jobs report later this week.\nThe Federal Open Market Committee's (FOMC) November meeting will take place from Tuesday to Wednesday, with the policy statement and press conference from the meeting serving as the central bank's penultimate opportunity this year to announce formal plans to begin rolling back its crisis-era quantitative easing program. For the past year-and-a-half, the central bank has been purchasing $120 billion per month in agency mortgage-backed securities and Treasuries, as one major tool to support the economy during the pandemic.\nIn late September, the FOMC's latest monetary policy statement and press conference from Federal Reserve Chair Jerome Powell suggested the central bank was apt to announce the start of tapering before year-end, and continue the tapering process until \"around the middle of next year.\"\n\"The upcoming FOMC meeting will be important for three reasons: 1) the announcement of tapering; 2) guidance around what tapering means for the path of hikes; and 3) nuanced changes in views around inflation risks given recent data,\" wrote Bank of America economist Michelle Meyer in a note.\n\"The statement that announces the new pace of asset purchases will be followed by a note regarding flexibility stating that asset purchases are not on a pre-set course and will depend on the outlook for the labor market and inflation as well as an assessment of the efficacy of asset purchases,\" she predicted.\nShe noted that Powell may also use the press conference to reiterate that the end of tapering would not necessarily indicate the start of rate hikes, and that both policy actions are distinct. In previous public remarks, Powell has already made a similar point in previous public remarks, saying, \"the timing and pace of the coming reduction in asset purchases will not be intended to carry a direct signal regarding the timing of interest rate liftoff.\"\nGiven the market has been anticipating the start to tapering for months now, speculation around when the Fed will make a move on interest rates has become a point of particular interest to investors. Investors and economists have mulled whether the Fed may need to act more quickly than previously telegraphed on adjusting interest rates to stave off inflation, which has proven more long-lasting than some had suggested.\nWASHINGTON, DC - SEPTEMBER 24: Federal Reserve Board Chairman Jerome Powell testifies during a Senate Banking Committee hearing on Capitol Hill on September 24, 2020 in Washington, DC. Powell and U.S. Treasury Secretary Steve Mnuchin are testifying about the CARES Act and the economic effects of the coronavirus pandemic. (Photo by Drew Angerer/Getty Images)Drew Angerer via Getty Images\nIn September, core personal consumption expenditures — the Fed's preferred gauge of underlying inflation — rose 3.6% over last year for a fourth consecutive month, coming in at the fastest clip since 1991. And earlier this month, Powell acknowledged in public remarks that the supply chain constraints and shortages that spurred the latest rise in prices are \"likely to last longer than previously expected, likely well into next year.\"\nWhile the central bank will not release an updated Summary of Economic Projections with their policy statement on Wednesday, the latest projections from the September meeting suggested the committee was split on rate hikes for 2022, with nine members seeing no rate hikes by the end of next year while the other nine members saw at least one hike.\n\"I think the Fed has pretty well determined to start the taper pretty quickly. We expect them to announce it next week and then start it soon thereafter, so that's pretty well carved in stone,\" Kathy Jones, Charles Schwab chief fixed income strategist, told Yahoo Finance Live last week. \"I think the big debate now is how quickly the Fed moves toward actually raising rates. The expectation in the market has really shifted to expecting as many as two rate hikes in 2022 and 2023 ... that’s a pretty aggressive pace of tightening.\"\nOctober jobs report\nOne of this week's most closely watched pieces of economic data will be the October jobs report, which is due for release on Friday from the Labor Department.\nEconomists are looking to see a pick-up in the pace of hiring for October after a disappointing print in September, when just 194,000 non-farm payrolls returned versus the half million expected. Over the past two months, payroll gains averaged at just 280,000. The unemployment rate is expected to take another small step toward pre-pandemic levels in October as well, with the jobless rate anticipated to dip to 4.7% from 4.8% the prior month.\nStill, the labor market has still fallen short its pre-pandemic conditions on a number of fronts. The unemployment rate has yet to return to its 50-year low of 3.5% from February 2020. And as of September, the civilian labor force was still down by about 3.1 million individuals from pre-virus levels.\nOne factor weighing on the labor market in August and September was the Delta variant, which may have deterred some workers from seeking employment in person for risk of infection. And an ongoing element dragging on the labor market's recovery has been a mismatch of supply and demand, with employers struggling to fill a near-record number of job openings while voluntary quits jumped to a historically high level.\n\"Next week’s October payrolls report will shed light on whether supply eased on diminishing constraints or if the labor market continues to face headwinds for now,\" wrote Rubeela Farooqi, chief U.S. economist for High Frequency Economics, in a note last week.\nBut some data from the past couple weeks has reflected favorably on conditions in the labor market in October. Weekly new unemployment claims broke below 300,000 for the first time since the start of the pandemic during the survey week for the October jobs report, or the week that includes the 12th of the month. And in the Conference Board's October Consumer Confidence Index, just 10.6% of consumers said jobs were \"hard to get,\" down from 13.0% in September. That brought the Conference Board's closely watched labor market differential, or percentage of consumers saying jobs are \"hard to get\" subtracted from the percentage saying jobs \"are plentiful,\" to 45, or its highest level since 2000.\nEconomic calendar\n\nMonday: Markit U.S. Manufacturing PMI, Oct. final (59.3 expected, 59.2 in September); Constructing spending, month-over-month, September (0.4% expected, 0.0% in August); ISM Manufacturing Index, Oct. (60.5 expected, 61.1 in September)\nTuesday: No notable reports scheduled for release\nWednesday: MBA Mortgage Applications, week ended Oct. 29 (0.3% during prior week); ADP Employment Change, Oct. (400,000 expected, 568,000 in September); ISM Services Index, October (62.0 expected, 61.9 in September); Factory Orders, September (-0.1% expected, 1.2% in August); Durable goods orders, September final (-0.4% in prior print; Durable goods orders excluding transportation, September final (0.4% in prior print); Non-defense capital goods orders excluding aircraft, September final (0.8% in prior print); Markit U.S. Services PMI, October final (58.2 expected, 58.2 in prior print); Markit U.S. Composite PMI, October final (57.3 in prior print); Federal Open Market Committee monetary policy decision\nThursday: Challenger job cuts, year-over-year, October (-84.9% in September); Initial jobless claims, week ended Oct. 30 (275,000 expected, 281,000 during prior week); Continuing claims, week ended Oct. 23 (2.147 million expected, 2.243 million during prior week); Non-farm productivity, Q3 preliminary (-3.2% expected, 2.1% in Q2); Unit Labor Costs, Q3 preliminary (6.9% expected, 1.3% in Q2); Trade balance, September (-$80.1 billion expected, -$73.3 billion in August)\nFriday: Change in non-farm payrolls, October (450,000 expected, 194,000 in September); Unemployment rate, October (4.7% expected, 4.8% in September); Average hourly earnings, month-over-month, October (4.7% expected, 4.8% in September); Average hourly earnings, year-over-year, October (4.9% expected, 4.6% in September); Labor Force Participation Rate, October (61.8% expected, 61.6% in September); Consumer Credit, September ($16.200 billion expected, $14.379 million in August)\n\nEarnings calendar\n\nMonday: Clorox (CLX), Avis Budget Group (CAR), ZoomInfo Technologies (ZI), Chegg Inc. (CHGG), Diamondback Energy (FANG), The Simon Property Group (SPG) after market close\nTuesday: Under Armour (UAA), Estee Lauder (EL), Ralph Lauren (RL), Apollo Global Management (APO), Corsair Gaming (CRSR), Bloomin' Brands (BLMN), ConocoPhillips (COP), Pfizer (PFE), Groupon (GPN), Marathon Petroleum (MPC) before market open; Mondelez (MDLZ), T-Mobile (TMUS), Akamai (AKAM), Activision Blizzard (ATVI), Lyft (LYFT), Match Group (MTCH), Devon Energy (DVN), Chesapeake Energy (CHK), Coursera (COUR), Zillow Group (ZG), Amgen (AMGN) after market close\nWednesday: Humana (HUM), Discovery Inc. (DISCA), The New York Times (NYT), Norwegian Cruise Line Holdings (NCLH), Marriott International (MAR), CVS Health Corp. (CVS), Sinclair Broadcast Group (SBGI) before market open; Booking Holdings (BKNG), Qorvo (QRVO), The Allstate Corp. (ALL), MGM Resorts International (MGM), $Take-Two Interactive Software(TTWO)$ (TTWO), Electronic Arts (EA), Vimeo (VMEO), Etsy (ETSY), GoDaddy (GDDY), Marathon Oil Corp. (MRO), Roku (ROKU), Qualcomm (QCOM) after market close\nThursday: Cigna (CI), Wayfair (W), ViacomCBS (VIAC), Nikola (NKLA), Duke Energy (DUK), Citrix Systems (CTXS), Regeneron Pharmaceuticals (REGN), Hanesbrands (HBI), Moderna (MRNA), Planet Fitness (PLNT), Vulcan Material (VMC), Kellogg (K), Square (SQ), Cloudflare (NET), Occidental Petroleum (OXY), Uber Technologies (UBER), American International Group (AIG), Shake Shack (SHAK), iHeartMedia (IHRT), Novavax (NVAX), IAC Interactive Corp. (IAC), Peloton (PTON), Dropbox (DBX), DataDog (DDOG), Pinterest (PINS), Skyworks Solutions (SWKS), Expedia (EXPE), Rocket Cos. (RKT), Live Nation Entertainment (LYV), Airbnb (ABNB)\nFriday: Wynn Resorts (WYNN), Dish Networks (DISH), Dominion Energy (D), DraftKings (DKNG), Goodyear Tire and Rubber (GT), Cinemark Holdings (CNK) before market open","news_type":1,"symbols_score_info":{".DJI":0.9,"APO":0.9,".IXIC":0.9,"CRSR":0.9,"EL":0.9,"RL":0.9,"COP":0.9,"ATVI":0.9,"UBER":0.9,"BLMN":0.9,".SPX":0.9,"CLX":0.9,"PFE":0.9}},"isVote":1,"tweetType":1,"viewCount":3494,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":858217044,"gmtCreate":1635056943029,"gmtModify":1635056943214,"author":{"id":"3581583688503326","authorId":"3581583688503326","name":"Jazzc85","avatar":"https://static.tigerbbs.com/56b42e602a7cb8788c5ed131adee25cc","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581583688503326","authorIdStr":"3581583688503326"},"themes":[],"title":"","htmlText":"Ok [Strong]&nbsp;","listText":"Ok [Strong]&nbsp;","text":"Ok [Strong]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/858217044","repostId":"2177489964","repostType":4,"repost":{"id":"2177489964","kind":"highlight","pubTimestamp":1635042148,"share":"https://www.laohunote.com/m/news/2177489964?lang=zh_CN&edition=full","pubTime":"2021-10-24 10:22","market":"us","language":"en","title":"The PC slowdown shouldn't hurt Microsoft earnings, and here's why<blockquote>个人电脑放缓应该不会损害微软的盈利，原因如下</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2177489964","media":"MarketWatch","summary":"Growth from Azure and other cloud products should mask over any disappointment from supply-chain iss","content":"<p>Growth from Azure and other cloud products should mask over any disappointment from supply-chain issues affecting PC sales</p><p><blockquote>Azure 和其他云产品的增长应该会掩盖影响 PC 销售的供应链问题带来的任何失望</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/958e56d50bc03c5ef2195a2a879bec71\" tg-width=\"700\" tg-height=\"467\" width=\"100%\" height=\"auto\"><span>Microsoft Corp. is scheduled to release fiscal first-quarter earnings after the bell on Tuesday.</span></p><p><blockquote><p class=\"t-img-caption\"><span>微软定于周二盘后发布第一财季收益。</span></p></blockquote></p><p> The slowdown in personal computer sales due to supply-chain issues in recent months would have hurt Microsoft Corp. in past years, but the company's pivot to cloud computing and cloud software should insulate it from any earnings fallout.</p><p><blockquote>近几个月来，由于供应链问题导致个人电脑销售放缓，这可能会对微软公司造成损害，但该公司转向云计算和云软件应该会使其免受任何盈利影响。</blockquote></p><p> Microsoft&nbsp;is scheduled to report its fiscal first-quarter earnings on Tuesday afternoon, as it rolls out its new Windows 11 operating system and PC makers struggle to deliver new machines. While the Microsoft of Bill Gates and Steve Ballmer would have faced a lot of Wall Street pessimism if PC shipments were mangled and a new operating system was not quickly adopted, Satya Nadella's Microsoft should be just fine.</p><p><blockquote>微软定于周二下午公布第一财季收益，因为该公司将推出新的 Windows 11 操作系统，而个人电脑制造商正在努力交付新机器。如果个人电脑出货量中断，新的操作系统没有迅速采用，比尔盖茨和史蒂夫鲍尔默的微软将会面临华尔街的很多悲观情绪，但萨蒂亚纳德拉的微软应该没问题。</blockquote></p><p> That is because analysts and investors are mostly focused on Azure, Microsoft's cloud-computing answer to Amazon.com Inc.'s&nbsp;Amazon Web Services, as well as cloud-software offerings, decreasing the importance of Microsoft's PC business.</p><p><blockquote>这是因为分析师和投资者大多关注 Azure（微软对亚马逊公司 Amazon Web Services 的云计算解决方案）以及云软件产品，从而降低了微软 PC 业务的重要性。</blockquote></p><p> \"Sustained digital transformation momentum should offset the impact from mixed PC unit shipment estimates from IDC and Gartner,\" <a href=\"https://laohu8.com/S/MSTLW\">Morgan Stanley</a> analysts wrote in a preview of the report, later adding, \"While our negative growth outlook for Windows OEM pressures our longer term earnings expectation for Microsoft, we also note Windows OEM overall represents a decreasing mix of overall Microsoft revenue and gross profit.\"</p><p><blockquote>“持续的数字化转型势头应该会抵消 IDC 和 Gartner 混合 PC 单位出货量估计的影响，”<a href=\"https://laohu8.com/S/MSTLW\">摩根士丹利</a>分析师在报告预览中写道，后来补充道：“虽然我们对 Windows OEM 的负增长前景给我们对微软的长期盈利预期带来了压力，但我们也注意到 Windows OEM 整体微软收入和毛利润的组合正在下降。”</blockquote></p><p> Azure has made sure that Windows' importance to Microsoft has decreased. The fast-growing cloud business is at the top of every analyst note about Microsoft, and analysts expect revenue to grow in the mid-40% range. (Microsoft does not disclose Azure performance except for percentage gain, despite AWS and Google&nbsp;(GOOGL) Cloud providing full revenue and operating profits for their competitive services).</p><p><blockquote>Azure 确保 Windows 对微软的重要性有所下降。快速增长的云业务是所有关于微软的分析师笔记的首要内容，分析师预计收入将增长 40% 左右。（尽管 AWS 和谷歌（GOOGL）云为其竞争服务提供了全部收入和运营利润，但微软除了百分比收益外，没有披露 Azure 的表现）。</blockquote></p><p> \"Fundamentally, ramping contribution from previously signed long-term Azure deals, continued Cloud migrations post-COVID, Microsoft's intensifying focus on Cloud verticalization and strong Microsoft 365 seat growth can sustain durable longer-term Azure growth,\" the Morgan Stanley analysts wrote.</p><p><blockquote>摩根士丹利分析师写道：“从根本上说，之前签署的长期 Azure 交易、新冠疫情后持续的云迁移、微软对云垂直化的日益关注以及微软 365 席位的强劲增长可以维持 Azure 的持久长期增长。”</blockquote></p><p> There are factors that could add to Microsoft's growth as well, especially in the forecast. The $19.7 billion acquisition of health-care-focused company Nuance is expected to close before the end of the calendar year, and Microsoft recently disclosed that its cloud-based revenue would dump into the same revenue bucket as Azure.</p><p><blockquote>也有一些因素可能会促进微软的增长，尤其是在预测方面。以 197 亿美元收购专注于医疗保健的公司 Nuance 的交易预计将在今年年底前完成，微软最近透露，其基于云的收入将与 Azure 归入同一收入桶。</blockquote></p><p> While Microsoft did not disclose exactly how much that would mean, UBS analysts said in September that prior Nuance disclosures and a call they had with the company's investor relations team led them to estimate that about 46% of Nuance's revenue would be cloud-based. They estimated that would mean roughly $91 million in additional sales for Microsoft's cloud division in the fiscal second quarter, if the full quarter were to be included.</p><p><blockquote>虽然微软没有透露这到底意味着什么，但瑞银分析师在9月份表示，Nuance之前的披露以及他们与该公司投资者关系团队的看涨期权使他们估计Nuance约46%的收入将基于云。他们估计，如果包括整个季度，这将意味着微软云部门在第二财季的额外销售额约为 9100 万美元。</blockquote></p><p> Another bump could be coming in the future from increased prices for Microsoft's most popular cloud software offering, Office 365. Microsoft is increasing prices more than 10% across the board for the product, which the company described as \"the first substantive pricing update since we launched Office 365 a decade ago,\" which also gives analysts confidence that Microsoft can withstand any supply-chain pressures on the PC market.</p><p><blockquote>微软最受欢迎的云软件产品Office 365的价格上涨可能会在未来带来另一个上涨。微软将该产品的价格全面提高了10%以上，该公司将其描述为“自十年前推出Office 365以来的首次实质性定价更新”，这也让分析师相信微软能够承受PC市场的任何供应链压力。</blockquote></p><p> <b>What to expect</b></p><p><blockquote><b>期待什么</b></blockquote></p><p> <b>Earnings:</b> Analysts on average expect Microsoft to report earnings of $2.08 a share, up from $1.82 a share a year ago. Contributors to Estimize -- a crowdsourcing platform that gathers estimates from Wall Street analysts as well as buy-side analysts, fund managers, company executives, academics and others -- predict earnings of $2.22 a share.</p><p><blockquote><b>收益：</b>分析师平均预计微软每股收益为 2.08 美元，高于一年前的每股 1.82 美元。Estimize 是一个众包平台，收集华尔街分析师以及买方分析师、基金经理、公司高管、学者和其他人的估计，其贡献者预测每股收益为 2.22 美元。</blockquote></p><p> <b>Revenue:</b> Analysts on average were modeling sales of $43.93 billion, which would be an improvement from $37.15 billion a year ago, after Microsoft forecast revenue of $43.3 billion to $44.2 billion. Estimize contributors expect $44.88 billion in sales.</p><p><blockquote><b>收入：</b>分析师平均预测销售额为 439.3 亿美元，比一年前的 371.5 亿美元有所改善，此前微软预测收入为 433 亿美元至 442 亿美元。Estimize 贡献者预计销售额为 448.8 亿美元。</blockquote></p><p> Analyst expect $16.52 billion in sales from the \"Intelligent Cloud\" segment, after Microsoft guided for $16.4 billion to $16.65 billion; $14.67 billion in sales from the cloud-software-focused \"Productivity and Business Solutions\" segment, after a forecast of $14.5 billion to $14.75 billion; and $12.72 billion from \"More Personal Computing,\" after guidance for sales of $12.4 billion to $12.8 billion.</p><p><blockquote>分析师预计“智能云”部门的销售额为 165.2 亿美元，此前微软的预期为 164 亿美元至 166.5 亿美元；专注于云软件的“生产力和业务解决方案”部门的销售额为 146.7 亿美元，此前预测为 145 亿至 147.5 亿美元；在指导销售额为 124 亿美元至 128 亿美元之后，“更多个人计算”的收入为 127.2 亿美元。</blockquote></p><p></p><p> <b>Stock movement: </b>Microsoft shares have declined in the session following earnings releases in four of the past five quarters, though the last decline was only by 0.1%. The stock has increased 8.1% in the past three months and 45.2% in the past year, as the S&amp;P 500 index has grown by 4.1% and 31.6% in those periods, respectively.</p><p><blockquote><b>股票变动：</b>在过去五个季度中的四个季度公布财报后，微软股价在盘中下跌，尽管上次下跌仅 0.1%。该股在过去三个月上涨了 8.1%，在过去一年上涨了 45.2%，而标普500指数在此期间分别上涨了 4.1% 和 31.6%。</blockquote></p><p> <b>What analysts are saying</b></p><p><blockquote><b>分析师怎么说</b></blockquote></p><p> Analysts are in pretty universal agreement about Microsoft's current position. According to FactSet tracking, 33 out of 36 analysts rate the stock the equivalent of a buy, while the other three rate it as a hold.</p><p><blockquote>分析师们对微软目前的立场基本达成一致。根据 FactSet 跟踪，36 名分析师中有 33 名将该股评级为相当于买入，而另外三名分析师将其评级为持有。</blockquote></p><p> \"Currently trading at 27x our CY23 GAAP EPS estimates, Microsoft represents a rare combination of strong secular positioning and reasonable valuation within the software space,\" wrote the Morgan Stanley analysts, who rate the shares overweight with a price target of $331.</p><p><blockquote>摩根士丹利分析师写道：“微软目前的交易价格是我们 2023 财年 GAAP 每股收益预期的 27 倍，代表了软件领域强大的长期定位和合理估值的罕见结合。”他们将该股跑赢大盘评级为 331 美元。</blockquote></p><p> The once concern seems to be the durability of the current growth trajectory, which is why the Nuance acquisition and increased pricing of Office 365 is seen as key to the stock continuing to rise.</p><p><blockquote>曾经令人担忧的似乎是当前增长轨迹的持久性，这就是为什么 Nuance 收购和 Office 365 定价上涨被视为该股持续上涨的关键。</blockquote></p><p> \"Comps get progressively tougher throughout FY22, which should be met by Microsoft's durable growth portfolio of Azure/Security/Teams,\" wrote Jeffries analysts, who have an outperform rating and recently raised their price target to $375 from $345. \"Key items to watch are elevated expectations (Azure high 40s reported), integration with Nuance and increased security investments.\"</p><p><blockquote>杰弗里斯分析师写道：“整个 2022 财年，竞争将变得越来越艰难，微软 Azure/Security/Teams 的可持续增长产品组合应该会满足这一要求。”他们的评级为跑赢大盘，最近将目标价从 345 美元上调至 375 美元。“需要关注的关键项目是提高期望（据报道 Azure 高达 40 年代）、与 Nuance 的集成以及增加安全投资。”</blockquote></p><p> Microsoft has benefitted from the pandemic, as companies have relied on cloud-computing power and software to keep teams connected while working remotely. But Microsoft bull and Wedbush analyst Daniel Ives does not see a return to the office as a sign that the boom will end.</p><p><blockquote>微软从疫情中受益，因为公司依靠云计算能力和软件在远程工作时保持团队联系。但微软·布尔和韦德布什分析师 Daniel Ives 并不认为重返办公室是繁荣即将结束的迹象。</blockquote></p><p> \"We believe the Street's view of moderating cloud growth on the other side of this WFH cycle is contrary to the deal activity Microsoft is seeing in the field,\" Ives, with an outperform rating and $375 price target, wrote in a preview of the report. \"While we have seen the momentum of this backdrop in the last few years, we believe deal flow looks incrementally strong (Office 365/Azure combo deals in particular) heading into FY22 as we estimate that Microsoft is still only 35% through penetrating its unparalleled installed base on the cloud transition.\"</p><p><blockquote>艾夫斯在报告的预览中写道：“我们认为，华尔街关于在这个居家办公周期的另一边放缓云增长的观点与微软在该领域看到的交易活动相反。”他的评级为跑赢大盘，目标价为 375 美元。“虽然我们在过去几年中看到了这一背景的势头，但我们相信，进入 2022 财年，交易流看起来会逐渐强劲（特别是 Office 365/Azure 组合交易），因为我们估计微软仍只有 35% 通过渗透其无与伦比的安装基础云过渡。”</blockquote></p><p> Stifel analysts, with a buy rating and $325 price target, concurred.</p><p><blockquote>Stifel 分析师给予买入评级，目标价为 325 美元，对此表示同意。</blockquote></p><p> \"We continue to believe that the pandemic is forcing organizations to accelerate the pace of their cloud migrations and that Microsoft remains a key beneficiary of this modernization spend, especially around large new deal momentum, as its broad stack enables it to capture Tier 1 workloads previously out of reach,\" they wrote.</p><p><blockquote>“我们仍然相信，大流行正在迫使组织加快云迁移的步伐，而微软仍然是这种现代化支出的主要受益者，特别是在大型新交易势头方面，因为其广泛的堆栈使其能够捕获以前遥不可及的一级工作负载，”他们写道。</blockquote></p><p> The average price target on Microsoft stock as of Friday afternoon was $335.47, roughly 8.5% higher than the going rate.</p><p><blockquote>截至周五下午，微软股票的平均目标价为 335.47 美元，比现行价格高出约 8.5%。</blockquote></p><p></p>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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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\">\nThe PC slowdown shouldn't hurt Microsoft earnings, and here's why<blockquote>个人电脑放缓应该不会损害微软的盈利，原因如下</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">MarketWatch</strong><span class=\"h-time small\">2021-10-24 10:22</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Growth from Azure and other cloud products should mask over any disappointment from supply-chain issues affecting PC sales</p><p><blockquote>Azure 和其他云产品的增长应该会掩盖影响 PC 销售的供应链问题带来的任何失望</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/958e56d50bc03c5ef2195a2a879bec71\" tg-width=\"700\" tg-height=\"467\" width=\"100%\" height=\"auto\"><span>Microsoft Corp. is scheduled to release fiscal first-quarter earnings after the bell on Tuesday.</span></p><p><blockquote><p class=\"t-img-caption\"><span>微软定于周二盘后发布第一财季收益。</span></p></blockquote></p><p> The slowdown in personal computer sales due to supply-chain issues in recent months would have hurt Microsoft Corp. in past years, but the company's pivot to cloud computing and cloud software should insulate it from any earnings fallout.</p><p><blockquote>近几个月来，由于供应链问题导致个人电脑销售放缓，这可能会对微软公司造成损害，但该公司转向云计算和云软件应该会使其免受任何盈利影响。</blockquote></p><p> Microsoft&nbsp;is scheduled to report its fiscal first-quarter earnings on Tuesday afternoon, as it rolls out its new Windows 11 operating system and PC makers struggle to deliver new machines. While the Microsoft of Bill Gates and Steve Ballmer would have faced a lot of Wall Street pessimism if PC shipments were mangled and a new operating system was not quickly adopted, Satya Nadella's Microsoft should be just fine.</p><p><blockquote>微软定于周二下午公布第一财季收益，因为该公司将推出新的 Windows 11 操作系统，而个人电脑制造商正在努力交付新机器。如果个人电脑出货量中断，新的操作系统没有迅速采用，比尔盖茨和史蒂夫鲍尔默的微软将会面临华尔街的很多悲观情绪，但萨蒂亚纳德拉的微软应该没问题。</blockquote></p><p> That is because analysts and investors are mostly focused on Azure, Microsoft's cloud-computing answer to Amazon.com Inc.'s&nbsp;Amazon Web Services, as well as cloud-software offerings, decreasing the importance of Microsoft's PC business.</p><p><blockquote>这是因为分析师和投资者大多关注 Azure（微软对亚马逊公司 Amazon Web Services 的云计算解决方案）以及云软件产品，从而降低了微软 PC 业务的重要性。</blockquote></p><p> \"Sustained digital transformation momentum should offset the impact from mixed PC unit shipment estimates from IDC and Gartner,\" <a href=\"https://laohu8.com/S/MSTLW\">Morgan Stanley</a> analysts wrote in a preview of the report, later adding, \"While our negative growth outlook for Windows OEM pressures our longer term earnings expectation for Microsoft, we also note Windows OEM overall represents a decreasing mix of overall Microsoft revenue and gross profit.\"</p><p><blockquote>“持续的数字化转型势头应该会抵消 IDC 和 Gartner 混合 PC 单位出货量估计的影响，”<a href=\"https://laohu8.com/S/MSTLW\">摩根士丹利</a>分析师在报告预览中写道，后来补充道：“虽然我们对 Windows OEM 的负增长前景给我们对微软的长期盈利预期带来了压力，但我们也注意到 Windows OEM 整体微软收入和毛利润的组合正在下降。”</blockquote></p><p> Azure has made sure that Windows' importance to Microsoft has decreased. The fast-growing cloud business is at the top of every analyst note about Microsoft, and analysts expect revenue to grow in the mid-40% range. (Microsoft does not disclose Azure performance except for percentage gain, despite AWS and Google&nbsp;(GOOGL) Cloud providing full revenue and operating profits for their competitive services).</p><p><blockquote>Azure 确保 Windows 对微软的重要性有所下降。快速增长的云业务是所有关于微软的分析师笔记的首要内容，分析师预计收入将增长 40% 左右。（尽管 AWS 和谷歌（GOOGL）云为其竞争服务提供了全部收入和运营利润，但微软除了百分比收益外，没有披露 Azure 的表现）。</blockquote></p><p> \"Fundamentally, ramping contribution from previously signed long-term Azure deals, continued Cloud migrations post-COVID, Microsoft's intensifying focus on Cloud verticalization and strong Microsoft 365 seat growth can sustain durable longer-term Azure growth,\" the Morgan Stanley analysts wrote.</p><p><blockquote>摩根士丹利分析师写道：“从根本上说，之前签署的长期 Azure 交易、新冠疫情后持续的云迁移、微软对云垂直化的日益关注以及微软 365 席位的强劲增长可以维持 Azure 的持久长期增长。”</blockquote></p><p> There are factors that could add to Microsoft's growth as well, especially in the forecast. The $19.7 billion acquisition of health-care-focused company Nuance is expected to close before the end of the calendar year, and Microsoft recently disclosed that its cloud-based revenue would dump into the same revenue bucket as Azure.</p><p><blockquote>也有一些因素可能会促进微软的增长，尤其是在预测方面。以 197 亿美元收购专注于医疗保健的公司 Nuance 的交易预计将在今年年底前完成，微软最近透露，其基于云的收入将与 Azure 归入同一收入桶。</blockquote></p><p> While Microsoft did not disclose exactly how much that would mean, UBS analysts said in September that prior Nuance disclosures and a call they had with the company's investor relations team led them to estimate that about 46% of Nuance's revenue would be cloud-based. They estimated that would mean roughly $91 million in additional sales for Microsoft's cloud division in the fiscal second quarter, if the full quarter were to be included.</p><p><blockquote>虽然微软没有透露这到底意味着什么，但瑞银分析师在9月份表示，Nuance之前的披露以及他们与该公司投资者关系团队的看涨期权使他们估计Nuance约46%的收入将基于云。他们估计，如果包括整个季度，这将意味着微软云部门在第二财季的额外销售额约为 9100 万美元。</blockquote></p><p> Another bump could be coming in the future from increased prices for Microsoft's most popular cloud software offering, Office 365. Microsoft is increasing prices more than 10% across the board for the product, which the company described as \"the first substantive pricing update since we launched Office 365 a decade ago,\" which also gives analysts confidence that Microsoft can withstand any supply-chain pressures on the PC market.</p><p><blockquote>微软最受欢迎的云软件产品Office 365的价格上涨可能会在未来带来另一个上涨。微软将该产品的价格全面提高了10%以上，该公司将其描述为“自十年前推出Office 365以来的首次实质性定价更新”，这也让分析师相信微软能够承受PC市场的任何供应链压力。</blockquote></p><p> <b>What to expect</b></p><p><blockquote><b>期待什么</b></blockquote></p><p> <b>Earnings:</b> Analysts on average expect Microsoft to report earnings of $2.08 a share, up from $1.82 a share a year ago. Contributors to Estimize -- a crowdsourcing platform that gathers estimates from Wall Street analysts as well as buy-side analysts, fund managers, company executives, academics and others -- predict earnings of $2.22 a share.</p><p><blockquote><b>收益：</b>分析师平均预计微软每股收益为 2.08 美元，高于一年前的每股 1.82 美元。Estimize 是一个众包平台，收集华尔街分析师以及买方分析师、基金经理、公司高管、学者和其他人的估计，其贡献者预测每股收益为 2.22 美元。</blockquote></p><p> <b>Revenue:</b> Analysts on average were modeling sales of $43.93 billion, which would be an improvement from $37.15 billion a year ago, after Microsoft forecast revenue of $43.3 billion to $44.2 billion. Estimize contributors expect $44.88 billion in sales.</p><p><blockquote><b>收入：</b>分析师平均预测销售额为 439.3 亿美元，比一年前的 371.5 亿美元有所改善，此前微软预测收入为 433 亿美元至 442 亿美元。Estimize 贡献者预计销售额为 448.8 亿美元。</blockquote></p><p> Analyst expect $16.52 billion in sales from the \"Intelligent Cloud\" segment, after Microsoft guided for $16.4 billion to $16.65 billion; $14.67 billion in sales from the cloud-software-focused \"Productivity and Business Solutions\" segment, after a forecast of $14.5 billion to $14.75 billion; and $12.72 billion from \"More Personal Computing,\" after guidance for sales of $12.4 billion to $12.8 billion.</p><p><blockquote>分析师预计“智能云”部门的销售额为 165.2 亿美元，此前微软的预期为 164 亿美元至 166.5 亿美元；专注于云软件的“生产力和业务解决方案”部门的销售额为 146.7 亿美元，此前预测为 145 亿至 147.5 亿美元；在指导销售额为 124 亿美元至 128 亿美元之后，“更多个人计算”的收入为 127.2 亿美元。</blockquote></p><p></p><p> <b>Stock movement: </b>Microsoft shares have declined in the session following earnings releases in four of the past five quarters, though the last decline was only by 0.1%. The stock has increased 8.1% in the past three months and 45.2% in the past year, as the S&amp;P 500 index has grown by 4.1% and 31.6% in those periods, respectively.</p><p><blockquote><b>股票变动：</b>在过去五个季度中的四个季度公布财报后，微软股价在盘中下跌，尽管上次下跌仅 0.1%。该股在过去三个月上涨了 8.1%，在过去一年上涨了 45.2%，而标普500指数在此期间分别上涨了 4.1% 和 31.6%。</blockquote></p><p> <b>What analysts are saying</b></p><p><blockquote><b>分析师怎么说</b></blockquote></p><p> Analysts are in pretty universal agreement about Microsoft's current position. According to FactSet tracking, 33 out of 36 analysts rate the stock the equivalent of a buy, while the other three rate it as a hold.</p><p><blockquote>分析师们对微软目前的立场基本达成一致。根据 FactSet 跟踪，36 名分析师中有 33 名将该股评级为相当于买入，而另外三名分析师将其评级为持有。</blockquote></p><p> \"Currently trading at 27x our CY23 GAAP EPS estimates, Microsoft represents a rare combination of strong secular positioning and reasonable valuation within the software space,\" wrote the Morgan Stanley analysts, who rate the shares overweight with a price target of $331.</p><p><blockquote>摩根士丹利分析师写道：“微软目前的交易价格是我们 2023 财年 GAAP 每股收益预期的 27 倍，代表了软件领域强大的长期定位和合理估值的罕见结合。”他们将该股跑赢大盘评级为 331 美元。</blockquote></p><p> The once concern seems to be the durability of the current growth trajectory, which is why the Nuance acquisition and increased pricing of Office 365 is seen as key to the stock continuing to rise.</p><p><blockquote>曾经令人担忧的似乎是当前增长轨迹的持久性，这就是为什么 Nuance 收购和 Office 365 定价上涨被视为该股持续上涨的关键。</blockquote></p><p> \"Comps get progressively tougher throughout FY22, which should be met by Microsoft's durable growth portfolio of Azure/Security/Teams,\" wrote Jeffries analysts, who have an outperform rating and recently raised their price target to $375 from $345. \"Key items to watch are elevated expectations (Azure high 40s reported), integration with Nuance and increased security investments.\"</p><p><blockquote>杰弗里斯分析师写道：“整个 2022 财年，竞争将变得越来越艰难，微软 Azure/Security/Teams 的可持续增长产品组合应该会满足这一要求。”他们的评级为跑赢大盘，最近将目标价从 345 美元上调至 375 美元。“需要关注的关键项目是提高期望（据报道 Azure 高达 40 年代）、与 Nuance 的集成以及增加安全投资。”</blockquote></p><p> Microsoft has benefitted from the pandemic, as companies have relied on cloud-computing power and software to keep teams connected while working remotely. But Microsoft bull and Wedbush analyst Daniel Ives does not see a return to the office as a sign that the boom will end.</p><p><blockquote>微软从疫情中受益，因为公司依靠云计算能力和软件在远程工作时保持团队联系。但微软·布尔和韦德布什分析师 Daniel Ives 并不认为重返办公室是繁荣即将结束的迹象。</blockquote></p><p> \"We believe the Street's view of moderating cloud growth on the other side of this WFH cycle is contrary to the deal activity Microsoft is seeing in the field,\" Ives, with an outperform rating and $375 price target, wrote in a preview of the report. \"While we have seen the momentum of this backdrop in the last few years, we believe deal flow looks incrementally strong (Office 365/Azure combo deals in particular) heading into FY22 as we estimate that Microsoft is still only 35% through penetrating its unparalleled installed base on the cloud transition.\"</p><p><blockquote>艾夫斯在报告的预览中写道：“我们认为，华尔街关于在这个居家办公周期的另一边放缓云增长的观点与微软在该领域看到的交易活动相反。”他的评级为跑赢大盘，目标价为 375 美元。“虽然我们在过去几年中看到了这一背景的势头，但我们相信，进入 2022 财年，交易流看起来会逐渐强劲（特别是 Office 365/Azure 组合交易），因为我们估计微软仍只有 35% 通过渗透其无与伦比的安装基础云过渡。”</blockquote></p><p> Stifel analysts, with a buy rating and $325 price target, concurred.</p><p><blockquote>Stifel 分析师给予买入评级，目标价为 325 美元，对此表示同意。</blockquote></p><p> \"We continue to believe that the pandemic is forcing organizations to accelerate the pace of their cloud migrations and that Microsoft remains a key beneficiary of this modernization spend, especially around large new deal momentum, as its broad stack enables it to capture Tier 1 workloads previously out of reach,\" they wrote.</p><p><blockquote>“我们仍然相信，大流行正在迫使组织加快云迁移的步伐，而微软仍然是这种现代化支出的主要受益者，特别是在大型新交易势头方面，因为其广泛的堆栈使其能够捕获以前遥不可及的一级工作负载，”他们写道。</blockquote></p><p> The average price target on Microsoft stock as of Friday afternoon was $335.47, roughly 8.5% higher than the going rate.</p><p><blockquote>截至周五下午，微软股票的平均目标价为 335.47 美元，比现行价格高出约 8.5%。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.marketwatch.com/story/the-pc-slowdown-shouldnt-hurt-microsoft-earnings-and-heres-why-11635003215?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":{"MSFT":"微软"},"source_url":"https://www.marketwatch.com/story/the-pc-slowdown-shouldnt-hurt-microsoft-earnings-and-heres-why-11635003215?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2177489964","content_text":"Growth from Azure and other cloud products should mask over any disappointment from supply-chain issues affecting PC sales\nMicrosoft Corp. is scheduled to release fiscal first-quarter earnings after the bell on Tuesday.\nThe slowdown in personal computer sales due to supply-chain issues in recent months would have hurt Microsoft Corp. in past years, but the company's pivot to cloud computing and cloud software should insulate it from any earnings fallout.\nMicrosoft is scheduled to report its fiscal first-quarter earnings on Tuesday afternoon, as it rolls out its new Windows 11 operating system and PC makers struggle to deliver new machines. While the Microsoft of Bill Gates and Steve Ballmer would have faced a lot of Wall Street pessimism if PC shipments were mangled and a new operating system was not quickly adopted, Satya Nadella's Microsoft should be just fine.\nThat is because analysts and investors are mostly focused on Azure, Microsoft's cloud-computing answer to Amazon.com Inc.'s Amazon Web Services, as well as cloud-software offerings, decreasing the importance of Microsoft's PC business.\n\"Sustained digital transformation momentum should offset the impact from mixed PC unit shipment estimates from IDC and Gartner,\" Morgan Stanley analysts wrote in a preview of the report, later adding, \"While our negative growth outlook for Windows OEM pressures our longer term earnings expectation for Microsoft, we also note Windows OEM overall represents a decreasing mix of overall Microsoft revenue and gross profit.\"\nAzure has made sure that Windows' importance to Microsoft has decreased. The fast-growing cloud business is at the top of every analyst note about Microsoft, and analysts expect revenue to grow in the mid-40% range. (Microsoft does not disclose Azure performance except for percentage gain, despite AWS and Google (GOOGL) Cloud providing full revenue and operating profits for their competitive services).\n\"Fundamentally, ramping contribution from previously signed long-term Azure deals, continued Cloud migrations post-COVID, Microsoft's intensifying focus on Cloud verticalization and strong Microsoft 365 seat growth can sustain durable longer-term Azure growth,\" the Morgan Stanley analysts wrote.\nThere are factors that could add to Microsoft's growth as well, especially in the forecast. The $19.7 billion acquisition of health-care-focused company Nuance is expected to close before the end of the calendar year, and Microsoft recently disclosed that its cloud-based revenue would dump into the same revenue bucket as Azure.\nWhile Microsoft did not disclose exactly how much that would mean, UBS analysts said in September that prior Nuance disclosures and a call they had with the company's investor relations team led them to estimate that about 46% of Nuance's revenue would be cloud-based. They estimated that would mean roughly $91 million in additional sales for Microsoft's cloud division in the fiscal second quarter, if the full quarter were to be included.\nAnother bump could be coming in the future from increased prices for Microsoft's most popular cloud software offering, Office 365. Microsoft is increasing prices more than 10% across the board for the product, which the company described as \"the first substantive pricing update since we launched Office 365 a decade ago,\" which also gives analysts confidence that Microsoft can withstand any supply-chain pressures on the PC market.\nWhat to expect\nEarnings: Analysts on average expect Microsoft to report earnings of $2.08 a share, up from $1.82 a share a year ago. Contributors to Estimize -- a crowdsourcing platform that gathers estimates from Wall Street analysts as well as buy-side analysts, fund managers, company executives, academics and others -- predict earnings of $2.22 a share.\nRevenue: Analysts on average were modeling sales of $43.93 billion, which would be an improvement from $37.15 billion a year ago, after Microsoft forecast revenue of $43.3 billion to $44.2 billion. Estimize contributors expect $44.88 billion in sales.\nAnalyst expect $16.52 billion in sales from the \"Intelligent Cloud\" segment, after Microsoft guided for $16.4 billion to $16.65 billion; $14.67 billion in sales from the cloud-software-focused \"Productivity and Business Solutions\" segment, after a forecast of $14.5 billion to $14.75 billion; and $12.72 billion from \"More Personal Computing,\" after guidance for sales of $12.4 billion to $12.8 billion.\nStock movement: Microsoft shares have declined in the session following earnings releases in four of the past five quarters, though the last decline was only by 0.1%. The stock has increased 8.1% in the past three months and 45.2% in the past year, as the S&P 500 index has grown by 4.1% and 31.6% in those periods, respectively.\nWhat analysts are saying\nAnalysts are in pretty universal agreement about Microsoft's current position. According to FactSet tracking, 33 out of 36 analysts rate the stock the equivalent of a buy, while the other three rate it as a hold.\n\"Currently trading at 27x our CY23 GAAP EPS estimates, Microsoft represents a rare combination of strong secular positioning and reasonable valuation within the software space,\" wrote the Morgan Stanley analysts, who rate the shares overweight with a price target of $331.\nThe once concern seems to be the durability of the current growth trajectory, which is why the Nuance acquisition and increased pricing of Office 365 is seen as key to the stock continuing to rise.\n\"Comps get progressively tougher throughout FY22, which should be met by Microsoft's durable growth portfolio of Azure/Security/Teams,\" wrote Jeffries analysts, who have an outperform rating and recently raised their price target to $375 from $345. \"Key items to watch are elevated expectations (Azure high 40s reported), integration with Nuance and increased security investments.\"\nMicrosoft has benefitted from the pandemic, as companies have relied on cloud-computing power and software to keep teams connected while working remotely. But Microsoft bull and Wedbush analyst Daniel Ives does not see a return to the office as a sign that the boom will end.\n\"We believe the Street's view of moderating cloud growth on the other side of this WFH cycle is contrary to the deal activity Microsoft is seeing in the field,\" Ives, with an outperform rating and $375 price target, wrote in a preview of the report. \"While we have seen the momentum of this backdrop in the last few years, we believe deal flow looks incrementally strong (Office 365/Azure combo deals in particular) heading into FY22 as we estimate that Microsoft is still only 35% through penetrating its unparalleled installed base on the cloud transition.\"\nStifel analysts, with a buy rating and $325 price target, concurred.\n\"We continue to believe that the pandemic is forcing organizations to accelerate the pace of their cloud migrations and that Microsoft remains a key beneficiary of this modernization spend, especially around large new deal momentum, as its broad stack enables it to capture Tier 1 workloads previously out of reach,\" they wrote.\nThe average price target on Microsoft stock as of Friday afternoon was $335.47, roughly 8.5% higher than the going rate.","news_type":1,"symbols_score_info":{"MSFT":0.9}},"isVote":1,"tweetType":1,"viewCount":3056,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":829681938,"gmtCreate":1633498336632,"gmtModify":1633498361377,"author":{"id":"3581583688503326","authorId":"3581583688503326","name":"Jazzc85","avatar":"https://static.tigerbbs.com/56b42e602a7cb8788c5ed131adee25cc","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581583688503326","authorIdStr":"3581583688503326"},"themes":[],"title":"","htmlText":"Look out for these","listText":"Look out for these","text":"Look out for these","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/829681938","repostId":"1123518290","repostType":4,"isVote":1,"tweetType":1,"viewCount":3549,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}