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- ryanoonryanoon
  ·2022-01-25
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  盘前异动：又崩了？众多板块齐挫，纳指期货跌逾200点
  1月25日，美股股指期货全线走低，道指期货跌0.61%，纳指期货跌1.5%，标普500指数跌1.08%。美股大型科技股盘前齐挫，英伟达、阿斯麦、AMD、特斯拉跌超3%，苹果、奈飞、Meta Platf
  盘前异动：又崩了？众多板块齐挫，纳指期货跌逾200点
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- ryanoonryanoon
  ·2022-01-21
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  非常抱歉，此主贴已删除
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- ryanoonryanoon
  ·2022-01-19
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  非常抱歉，此主贴已删除
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- ryanoonryanoon
  ·2022-01-17
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  非常抱歉，此主贴已删除
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- ryanoonryanoon
  ·2022-01-17
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  非常抱歉，此主贴已删除
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- ryanoonryanoon
  ·2022-01-11
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  非常抱歉，此主贴已删除
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- ryanoonryanoon
  ·2022-01-10
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  Can Apple Stock Reclaim $3 Trillion And Thrive In 2022?<blockquote>苹果股票能否在2022年收回3万亿美元并蓬勃发展？</blockquote>
  A market cap of $3 trillion has, so far, proven to be a ceiling that Apple stock does not seem ready
  Can Apple Stock Reclaim $3 Trillion And Thrive In 2022?<blockquote>苹果股票能否在2022年收回3万亿美元并蓬勃发展？</blockquote>
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- ryanoonryanoon
  ·2022-01-09
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  Tech Has Fallen, An Analysis Of Salesforce<blockquote>科技已经衰落，Salesforce 分析</blockquote>
  SummarySalesforce is the #1 CRM company by a wide mile.The company has strengthened its portfolio th
  Tech Has Fallen, An Analysis Of Salesforce<blockquote>科技已经衰落，Salesforce 分析</blockquote>
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- ryanoonryanoon
  ·2022-01-07
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  非常抱歉，此主贴已删除
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- ryanoonryanoon
  ·2021-12-28
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  非常抱歉，此主贴已删除
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src=\"https://static.tigerbbs.com/e3d485495d963d65f2d9f8b6196b2975\" tg-width=\"385\" tg-height=\"180\" referrerpolicy=\"no-referrer\"/></p><p>美股大型科技股盘前齐挫，<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>、<a href=\"https://laohu8.com/S/ASML\">阿斯麦</a>、<a href=\"https://laohu8.com/S/AMD\">AMD</a>、<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>跌超3%，<a href=\"https://laohu8.com/S/AAPL\">苹果</a>、<a href=\"https://laohu8.com/S/NFLX\">奈飞</a>、<a href=\"https://laohu8.com/S/FB\">Meta Platforms</a>跌超2%；</p><p>热门中概股盘前普跌，<a href=\"https://laohu8.com/S/TAL\">好未来</a>跌超4%，<a href=\"https://laohu8.com/S/EDU\">新东方</a>、<a href=\"https://laohu8.com/S/NIO\">蔚来</a>、<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>、<a href=\"https://laohu8.com/S/LI\">理想汽车</a>、<a href=\"https://laohu8.com/S/BEKE\">贝壳</a>跌超3%，<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>、<a href=\"https://laohu8.com/S/JD\">京东</a>、<a href=\"https://laohu8.com/S/PDD\">拼多多</a>跌超1%；</p><p>WSB概念股盘前重挫，<a href=\"https://laohu8.com/S/CLOV\">Clover Health</a>跌超10%，<a href=\"https://laohu8.com/S/AMC\">AMC院线</a>跌超4%，<a href=\"https://laohu8.com/S/GME\">游戏驿站</a>、ContextLogic跌超3%；</p><p>美股区块链概念股盘前走低，<a href=\"https://laohu8.com/S/MARA\">Marathon Digital Holdings</a>、<a href=\"https://laohu8.com/S/BTBT\">Bit Digital Inc</a>、<a href=\"https://laohu8.com/S/RIOT\">Riot Blockchain</a>、<a href=\"https://laohu8.com/S/COIN\">Coinbase</a>跌超3%；</p><p>美股抗疫概念股盘前大跌，<a href=\"https://laohu8.com/S/NVAX\">诺瓦瓦克斯医药</a>、<a href=\"https://laohu8.com/S/OCGN\">Ocugen</a>跌超4%，<a href=\"https://laohu8.com/S/MRNA\">Moderna</a>跌超3%、<a href=\"https://laohu8.com/S/AZN\">阿斯利康</a>跌近2%、<a href=\"https://laohu8.com/S/PFE\">辉瑞</a>跌1.67%、<a href=\"https://laohu8.com/S/BNTX\">BioNTech</a>跌0.9%；</p><p><a href=\"https://laohu8.com/S/CS\">瑞士信贷</a>盘前跌超3%，受5亿瑞郎诉讼拨备拖累，瑞信Q4恐勉强维持盈亏平衡；</p><p><a href=\"https://laohu8.com/S/ERIC\">爱立信</a>盘前涨超7%，Q4净销售额同比增长3%，净利润同比增长41%；</p><p><a href=\"https://laohu8.com/S/IBM\">IBM</a>盘前涨超2%，第四季度营收同比增6.5%至167亿美元，持续运营业务净利同比增长107%；</p><p><a href=\"https://laohu8.com/S/LOGI\">罗技</a>盘前涨超6%，此前上调2022财年业绩指引。</p></body></html>","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>盘前异动：又崩了？众多板块齐挫，纳指期货跌逾200点</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; 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*/\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: 11px; color: #7E829C; margin: 0;line-height: 11px;}\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\">\n盘前异动：又崩了？众多板块齐挫，纳指期货跌逾200点\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\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\">老虎资讯综合 </p>\n<p class=\"h-time\">2022-01-25 17:23</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>1月25日，美股股指期货全线走低，道指期货跌0.61%，纳指期货跌1.5%，标普500指数跌1.08%。</p><p><img src=\"https://static.tigerbbs.com/e3d485495d963d65f2d9f8b6196b2975\" tg-width=\"385\" tg-height=\"180\" referrerpolicy=\"no-referrer\"/></p><p>美股大型科技股盘前齐挫，<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>、<a href=\"https://laohu8.com/S/ASML\">阿斯麦</a>、<a href=\"https://laohu8.com/S/AMD\">AMD</a>、<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>跌超3%，<a href=\"https://laohu8.com/S/AAPL\">苹果</a>、<a href=\"https://laohu8.com/S/NFLX\">奈飞</a>、<a href=\"https://laohu8.com/S/FB\">Meta Platforms</a>跌超2%；</p><p>热门中概股盘前普跌，<a href=\"https://laohu8.com/S/TAL\">好未来</a>跌超4%，<a href=\"https://laohu8.com/S/EDU\">新东方</a>、<a href=\"https://laohu8.com/S/NIO\">蔚来</a>、<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>、<a href=\"https://laohu8.com/S/LI\">理想汽车</a>、<a href=\"https://laohu8.com/S/BEKE\">贝壳</a>跌超3%，<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>、<a href=\"https://laohu8.com/S/JD\">京东</a>、<a href=\"https://laohu8.com/S/PDD\">拼多多</a>跌超1%；</p><p>WSB概念股盘前重挫，<a href=\"https://laohu8.com/S/CLOV\">Clover Health</a>跌超10%，<a href=\"https://laohu8.com/S/AMC\">AMC院线</a>跌超4%，<a href=\"https://laohu8.com/S/GME\">游戏驿站</a>、ContextLogic跌超3%；</p><p>美股区块链概念股盘前走低，<a href=\"https://laohu8.com/S/MARA\">Marathon Digital Holdings</a>、<a href=\"https://laohu8.com/S/BTBT\">Bit Digital Inc</a>、<a href=\"https://laohu8.com/S/RIOT\">Riot Blockchain</a>、<a href=\"https://laohu8.com/S/COIN\">Coinbase</a>跌超3%；</p><p>美股抗疫概念股盘前大跌，<a href=\"https://laohu8.com/S/NVAX\">诺瓦瓦克斯医药</a>、<a href=\"https://laohu8.com/S/OCGN\">Ocugen</a>跌超4%，<a href=\"https://laohu8.com/S/MRNA\">Moderna</a>跌超3%、<a href=\"https://laohu8.com/S/AZN\">阿斯利康</a>跌近2%、<a href=\"https://laohu8.com/S/PFE\">辉瑞</a>跌1.67%、<a href=\"https://laohu8.com/S/BNTX\">BioNTech</a>跌0.9%；</p><p><a href=\"https://laohu8.com/S/CS\">瑞士信贷</a>盘前跌超3%，受5亿瑞郎诉讼拨备拖累，瑞信Q4恐勉强维持盈亏平衡；</p><p><a href=\"https://laohu8.com/S/ERIC\">爱立信</a>盘前涨超7%，Q4净销售额同比增长3%，净利润同比增长41%；</p><p><a href=\"https://laohu8.com/S/IBM\">IBM</a>盘前涨超2%，第四季度营收同比增6.5%至167亿美元，持续运营业务净利同比增长107%；</p><p><a href=\"https://laohu8.com/S/LOGI\">罗技</a>盘前涨超6%，此前上调2022财年业绩指引。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c7da52addfd52fb216bcf87283f43750","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1187389924","content_text":"1月25日，美股股指期货全线走低，道指期货跌0.61%，纳指期货跌1.5%，标普500指数跌1.08%。美股大型科技股盘前齐挫，英伟达、阿斯麦、AMD、特斯拉跌超3%，苹果、奈飞、Meta Platforms跌超2%；热门中概股盘前普跌，好未来跌超4%，新东方、蔚来、小鹏汽车、理想汽车、贝壳跌超3%，阿里巴巴、京东、拼多多跌超1%；WSB概念股盘前重挫，Clover Health跌超10%，AMC院线跌超4%，游戏驿站、ContextLogic跌超3%；美股区块链概念股盘前走低，Marathon Digital Holdings、Bit Digital Inc、Riot Blockchain、Coinbase跌超3%；美股抗疫概念股盘前大跌，诺瓦瓦克斯医药、Ocugen跌超4%，Moderna跌超3%、阿斯利康跌近2%、辉瑞跌1.67%、BioNTech跌0.9%；瑞士信贷盘前跌超3%，受5亿瑞郎诉讼拨备拖累，瑞信Q4恐勉强维持盈亏平衡；爱立信盘前涨超7%，Q4净销售额同比增长3%，净利润同比增长41%；IBM盘前涨超2%，第四季度营收同比增6.5%至167亿美元，持续运营业务净利同比增长107%；罗技盘前涨超6%，此前上调2022财年业绩指引。","news_type":1,"symbols_score_info":{".IXIC":0.9,".DJI":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":4518,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":630376960,"gmtCreate":1642727389523,"gmtModify":1642727389733,"author":{"id":"3586077477212725","authorId":"3586077477212725","name":"ryanoon","avatar":"https://static.tigerbbs.com/e547f342a7c1e8c6d9d4ab91889927e4","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586077477212725","idStr":"3586077477212725"},"themes":[],"title":"","htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/630376960","repostId":"1130950397","repostType":2,"isVote":1,"tweetType":1,"viewCount":3464,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":697577727,"gmtCreate":1642549355393,"gmtModify":1642549355576,"author":{"id":"3586077477212725","authorId":"3586077477212725","name":"ryanoon","avatar":"https://static.tigerbbs.com/e547f342a7c1e8c6d9d4ab91889927e4","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586077477212725","idStr":"3586077477212725"},"themes":[],"title":"","htmlText":"Please 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like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/697868402","repostId":"1121865945","repostType":4,"isVote":1,"tweetType":1,"viewCount":4011,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":697868581,"gmtCreate":1642405847335,"gmtModify":1642405847554,"author":{"id":"3586077477212725","authorId":"3586077477212725","name":"ryanoon","avatar":"https://static.tigerbbs.com/e547f342a7c1e8c6d9d4ab91889927e4","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586077477212725","idStr":"3586077477212725"},"themes":[],"title":"","htmlText":"Please like&nbsp;","listText":"Please like&nbsp;","text":"Please like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/697868581","repostId":"1149688239","repostType":4,"isVote":1,"tweetType":1,"viewCount":4045,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":694191057,"gmtCreate":1641857567277,"gmtModify":1641857567467,"author":{"id":"3586077477212725","authorId":"3586077477212725","name":"ryanoon","avatar":"https://static.tigerbbs.com/e547f342a7c1e8c6d9d4ab91889927e4","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586077477212725","idStr":"3586077477212725"},"themes":[],"title":"","htmlText":"Please like","listText":"Please like","text":"Please like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/694191057","repostId":"2202277188","repostType":4,"isVote":1,"tweetType":1,"viewCount":3613,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":694042903,"gmtCreate":1641766381595,"gmtModify":1641766381771,"author":{"id":"3586077477212725","authorId":"3586077477212725","name":"ryanoon","avatar":"https://static.tigerbbs.com/e547f342a7c1e8c6d9d4ab91889927e4","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586077477212725","idStr":"3586077477212725"},"themes":[],"title":"","htmlText":"Please like","listText":"Please like","text":"Please like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/694042903","repostId":"1198290127","repostType":4,"repost":{"id":"1198290127","kind":"news","pubTimestamp":1641702682,"share":"https://www.laohunote.com/m/news/1198290127?lang=zh_CN&edition=full","pubTime":"2022-01-09 12:31","market":"us","language":"en","title":"Can Apple Stock Reclaim $3 Trillion And Thrive In 2022?<blockquote>苹果股票能否在2022年收回3万亿美元并蓬勃发展？</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1198290127","media":"TheStreet","summary":"A market cap of $3 trillion has, so far, proven to be a ceiling that Apple stock does not seem ready","content":"<p><html><head></head><body>A market cap of $3 trillion has, so far, proven to be a ceiling that Apple stock does not seem ready to break through yet. Can shares reclaim the milestone soon and head higher in 2022?</p><p><blockquote><html><head></head><body>到目前为止，3 万亿美元的市值已被证明是苹果股票似乎尚未准备好突破的上限。股价能否很快夺回里程碑并在 2022 年走高？</body></html></blockquote></p><p>Recently, Apple stock flirted with $3 trillion in market cap, but quickly dipped below $2.9 trillion — as the broad market reacted to monetary tightening that should now happen more rapidly than previously expected.</p><p><blockquote>最近，苹果股票的市值接近 3 万亿美元，但很快跌破 2.9 万亿美元——因为大盘对货币紧缩政策的反应应该比之前预期的更快。</blockquote></p><p>Can shares of the Cupertino company finally find its way north in 2022 and meet the expectations of so many bulls on Wall Street? Or will bearishness take over during a year of rising interest rates and lingering inflation?</p><p><blockquote>这家库比蒂诺公司的股票最终能否在 2022 年找到北上之路，并满足华尔街众多多头的期望？或者，在利率上升和通胀挥之不去的一年里，看跌情绪会接管吗？</blockquote></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1f77cd919bf55f9c7b79f631b0255910\" tg-width=\"1240\" tg-height=\"697\" referrerpolicy=\"no-referrer\"/><span>Figure 1: Apple Park in Cupertino, CA.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图1：加利福尼亚州库比蒂诺的苹果公园。</span></p></blockquote></p><p><b>AAPL: the bull case</b></p><p><blockquote><b>AAPL：牛市案例</b></blockquote></p><p>As Apple stock climbed viciously between late November and early December, many Wall Street experts piled on in support of “AAPL $3T”. Wedbush’s Dan Ives, for example, has been talking about the market cap milestone since our conversation in Q3 of last year, at least.</p><p><blockquote>随着苹果股价在 11 月底至 12 月初疯狂攀升，许多华尔街专家纷纷支持 “AAPL 3 万亿美元 ”。例如，至少从我们去年第三季度的谈话开始，Wedbush 的丹-艾夫斯（Dan Ives）就一直在谈论市值里程碑。</blockquote></p><p>But other analysts have also hopped on the bullish bandwagon recently. Morgan Stanley upped its price target to $200 per share in November, while the JPMorgan research team saw Apple stock heading to $3.5 trillion in market cap over the next 12 months.</p><p><blockquote>但其他分析师最近也加入了看涨行列。摩根士丹利在 11 月份将目标价上调至每股 200 美元，而摩根大通研究团队则预计苹果股票在未来 12 个月内市值将达到 3.5 万亿美元。</blockquote></p><p>One of the most vocal optimists came from the buy side. Loup’s Gene Munster thought that his previous price target had quickly become stale, and that $250 per share now seemed more reasonable. In his opinion, the multi-year opportunity in the metaverse will gain investor appreciation in the new year, which should reignite momentum that the stock had lost in the last few weeks of 2021.</p><p><blockquote>最直言不讳的乐观主义者之一来自买方。Loup 的吉恩-明斯特（Gene Munster）认为，他之前的目标价很快就过时了，现在每股 250 美元似乎更合理。他认为，元宇宙的多年机会将在新的一年获得投资者的赞赏，这应该会重新点燃该股在2021年最后几周失去的势头。</blockquote></p><p><b>AAPL: the bear case</b></p><p><blockquote><b>AAPL：熊案</b></blockquote></p><p>Despite the upbeat expectations described above, mostly supported by company-specific factors, the market rolled into 2022 with its guard up. The boogieman of the moment seems to be the Federal Reserve’s anticipated reaction to near-full employment and sticky inflation, which should lead to higher interest rates in the next several months.</p><p><blockquote>尽管上述乐观预期主要受到公司特定因素的支持，但市场进入 2022 年仍保持警惕。目前的祸根似乎是美联储对接近充分就业和粘性通胀的预期反应，这将导致未来几个月利率上升。</blockquote></p><p>I have recently explained how tighter money supply can spell trouble for stocks that trade for relatively high multiples. While AAPL is no Tesla or Rivian, the stock’s forward P/E of nearly 30 times and only modest earnings growth expectations could be a drag for share price in 2022, as investors look for better deals in value and cyclical stocks.</p><p><blockquote>我最近解释了货币供应收紧如何给市盈率相对较高的股票带来麻烦。虽然 AAPL 不是特斯拉或Rivian，但该股近 30 倍的远期市盈率和温和的盈利增长预期可能会拖累 2022 年的股价，因为投资者正在寻找价值股和周期性股票的更好交易。</blockquote></p><p><b>The Apple Maven’s take</b></p><p><blockquote><b>苹果专家的看法</b></blockquote></p><p>I continue to think that Apple is a great stock to buy and hold for the long term. Under the leadership of a CEO (and former COO) that is driven by operational excellence, the company seems to be in very good hands. Better yet, demand for Apple’s products and services, as well as consumer appreciation for the brand, seem to be at or near an all-time high.</p><p><blockquote>我仍然认为苹果是一只值得长期购买和持有的好股票。在以卓越运营为动力的首席执行官（兼前首席运营官）的领导下，公司似乎得到了很好的管理。更好的是，对苹果产品和服务的需求以及消费者对该品牌的欣赏似乎处于或接近历史最高水平。</blockquote></p><p>That said, the setup for the first few weeks or months of 2022 looks challenging to me. Apple stock climbed relentlessly in 2020, and then again last year. Aided by a spike in pandemic-driven demand for tech devices and lavish liquidity in the system, AAPL recorded one of its best three years of returns ever between 2019 and 2021.</p><p><blockquote>也就是说，2022 年头几周或几个月的设置对我来说很有挑战性。苹果股价在 2020 年持续攀升，去年又再次攀升。得益于疫情推动的技术设备需求激增以及系统中充足的流动性，苹果公司在 2019 年至 2021 年间创下了有史以来最好的三年回报之一。</blockquote></p><p>As much as the metaverse and autonomous vehicles can and likely will support the company’s financial results over the next many years, I think that AAPL stock is overdue for a breather. While shares will likely climb back above $3 trillion and head much higher from there eventually, I am not so confident that this rally will happen in the immediate future.</p><p><blockquote>尽管元宇宙和自动驾驶汽车能够并可能在未来许多年为公司的财务业绩提供支持，但我认为苹果公司的股票早该喘口气了。虽然股价可能会回升至 3 万亿美元以上，并最终从那里走得更高，但我对这种反弹会在不久的将来发生并不那么有信心。</blockquote></p><p></body></html></p><p><blockquote></blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Can Apple Stock Reclaim $3 Trillion And Thrive In 2022?<blockquote>苹果股票能否在2022年收回3万亿美元并蓬勃发展？</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\">\nCan Apple Stock Reclaim $3 Trillion And Thrive In 2022?<blockquote>苹果股票能否在2022年收回3万亿美元并蓬勃发展？</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">TheStreet</strong><span class=\"h-time small\">2022-01-09 12:31</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>A market cap of $3 trillion has, so far, proven to be a ceiling that Apple stock does not seem ready to break through yet. Can shares reclaim the milestone soon and head higher in 2022?</p><p><blockquote><html><head></head><body>到目前为止，3 万亿美元的市值已被证明是苹果股票似乎尚未准备好突破的上限。股价能否很快夺回里程碑并在 2022 年走高？</body></html></blockquote></p><p>Recently, Apple stock flirted with $3 trillion in market cap, but quickly dipped below $2.9 trillion — as the broad market reacted to monetary tightening that should now happen more rapidly than previously expected.</p><p><blockquote>最近，苹果股票的市值接近 3 万亿美元，但很快跌破 2.9 万亿美元——因为大盘对货币紧缩政策的反应应该比之前预期的更快。</blockquote></p><p>Can shares of the Cupertino company finally find its way north in 2022 and meet the expectations of so many bulls on Wall Street? Or will bearishness take over during a year of rising interest rates and lingering inflation?</p><p><blockquote>这家库比蒂诺公司的股票最终能否在 2022 年找到北上之路，并满足华尔街众多多头的期望？或者，在利率上升和通胀挥之不去的一年里，看跌情绪会接管吗？</blockquote></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1f77cd919bf55f9c7b79f631b0255910\" tg-width=\"1240\" tg-height=\"697\" referrerpolicy=\"no-referrer\"/><span>Figure 1: Apple Park in Cupertino, CA.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图1：加利福尼亚州库比蒂诺的苹果公园。</span></p></blockquote></p><p><b>AAPL: the bull case</b></p><p><blockquote><b>AAPL：牛市案例</b></blockquote></p><p>As Apple stock climbed viciously between late November and early December, many Wall Street experts piled on in support of “AAPL $3T”. Wedbush’s Dan Ives, for example, has been talking about the market cap milestone since our conversation in Q3 of last year, at least.</p><p><blockquote>随着苹果股价在 11 月底至 12 月初疯狂攀升，许多华尔街专家纷纷支持 “AAPL 3 万亿美元 ”。例如，至少从我们去年第三季度的谈话开始，Wedbush 的丹-艾夫斯（Dan Ives）就一直在谈论市值里程碑。</blockquote></p><p>But other analysts have also hopped on the bullish bandwagon recently. Morgan Stanley upped its price target to $200 per share in November, while the JPMorgan research team saw Apple stock heading to $3.5 trillion in market cap over the next 12 months.</p><p><blockquote>但其他分析师最近也加入了看涨行列。摩根士丹利在 11 月份将目标价上调至每股 200 美元，而摩根大通研究团队则预计苹果股票在未来 12 个月内市值将达到 3.5 万亿美元。</blockquote></p><p>One of the most vocal optimists came from the buy side. Loup’s Gene Munster thought that his previous price target had quickly become stale, and that $250 per share now seemed more reasonable. In his opinion, the multi-year opportunity in the metaverse will gain investor appreciation in the new year, which should reignite momentum that the stock had lost in the last few weeks of 2021.</p><p><blockquote>最直言不讳的乐观主义者之一来自买方。Loup 的吉恩-明斯特（Gene Munster）认为，他之前的目标价很快就过时了，现在每股 250 美元似乎更合理。他认为，元宇宙的多年机会将在新的一年获得投资者的赞赏，这应该会重新点燃该股在2021年最后几周失去的势头。</blockquote></p><p><b>AAPL: the bear case</b></p><p><blockquote><b>AAPL：熊案</b></blockquote></p><p>Despite the upbeat expectations described above, mostly supported by company-specific factors, the market rolled into 2022 with its guard up. The boogieman of the moment seems to be the Federal Reserve’s anticipated reaction to near-full employment and sticky inflation, which should lead to higher interest rates in the next several months.</p><p><blockquote>尽管上述乐观预期主要受到公司特定因素的支持，但市场进入 2022 年仍保持警惕。目前的祸根似乎是美联储对接近充分就业和粘性通胀的预期反应，这将导致未来几个月利率上升。</blockquote></p><p>I have recently explained how tighter money supply can spell trouble for stocks that trade for relatively high multiples. While AAPL is no Tesla or Rivian, the stock’s forward P/E of nearly 30 times and only modest earnings growth expectations could be a drag for share price in 2022, as investors look for better deals in value and cyclical stocks.</p><p><blockquote>我最近解释了货币供应收紧如何给市盈率相对较高的股票带来麻烦。虽然 AAPL 不是特斯拉或Rivian，但该股近 30 倍的远期市盈率和温和的盈利增长预期可能会拖累 2022 年的股价，因为投资者正在寻找价值股和周期性股票的更好交易。</blockquote></p><p><b>The Apple Maven’s take</b></p><p><blockquote><b>苹果专家的看法</b></blockquote></p><p>I continue to think that Apple is a great stock to buy and hold for the long term. Under the leadership of a CEO (and former COO) that is driven by operational excellence, the company seems to be in very good hands. Better yet, demand for Apple’s products and services, as well as consumer appreciation for the brand, seem to be at or near an all-time high.</p><p><blockquote>我仍然认为苹果是一只值得长期购买和持有的好股票。在以卓越运营为动力的首席执行官（兼前首席运营官）的领导下，公司似乎得到了很好的管理。更好的是，对苹果产品和服务的需求以及消费者对该品牌的欣赏似乎处于或接近历史最高水平。</blockquote></p><p>That said, the setup for the first few weeks or months of 2022 looks challenging to me. Apple stock climbed relentlessly in 2020, and then again last year. Aided by a spike in pandemic-driven demand for tech devices and lavish liquidity in the system, AAPL recorded one of its best three years of returns ever between 2019 and 2021.</p><p><blockquote>也就是说，2022 年头几周或几个月的设置对我来说很有挑战性。苹果股价在 2020 年持续攀升，去年又再次攀升。得益于疫情推动的技术设备需求激增以及系统中充足的流动性，苹果公司在 2019 年至 2021 年间创下了有史以来最好的三年回报之一。</blockquote></p><p>As much as the metaverse and autonomous vehicles can and likely will support the company’s financial results over the next many years, I think that AAPL stock is overdue for a breather. While shares will likely climb back above $3 trillion and head much higher from there eventually, I am not so confident that this rally will happen in the immediate future.</p><p><blockquote>尽管元宇宙和自动驾驶汽车能够并可能在未来许多年为公司的财务业绩提供支持，但我认为苹果公司的股票早该喘口气了。虽然股价可能会回升至 3 万亿美元以上，并最终从那里走得更高，但我对这种反弹会在不久的将来发生并不那么有信心。</blockquote></p><p></body></html></p><p><blockquote></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.thestreet.com/apple/stock/can-apple-stock-reclaim-3-trillion-and-thrive-in-2022\">TheStreet</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.thestreet.com/apple/stock/can-apple-stock-reclaim-3-trillion-and-thrive-in-2022","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1198290127","content_text":"A market cap of $3 trillion has, so far, proven to be a ceiling that Apple stock does not seem ready to break through yet. Can shares reclaim the milestone soon and head higher in 2022?Recently, Apple stock flirted with $3 trillion in market cap, but quickly dipped below $2.9 trillion — as the broad market reacted to monetary tightening that should now happen more rapidly than previously expected.Can shares of the Cupertino company finally find its way north in 2022 and meet the expectations of so many bulls on Wall Street? Or will bearishness take over during a year of rising interest rates and lingering inflation?Figure 1: Apple Park in Cupertino, CA.AAPL: the bull caseAs Apple stock climbed viciously between late November and early December, many Wall Street experts piled on in support of “AAPL $3T”. Wedbush’s Dan Ives, for example, has been talking about the market cap milestone since our conversation in Q3 of last year, at least.But other analysts have also hopped on the bullish bandwagon recently. Morgan Stanley upped its price target to $200 per share in November, while the JPMorgan research team saw Apple stock heading to $3.5 trillion in market cap over the next 12 months.One of the most vocal optimists came from the buy side. Loup’s Gene Munster thought that his previous price target had quickly become stale, and that $250 per share now seemed more reasonable. In his opinion, the multi-year opportunity in the metaverse will gain investor appreciation in the new year, which should reignite momentum that the stock had lost in the last few weeks of 2021.AAPL: the bear caseDespite the upbeat expectations described above, mostly supported by company-specific factors, the market rolled into 2022 with its guard up. The boogieman of the moment seems to be the Federal Reserve’s anticipated reaction to near-full employment and sticky inflation, which should lead to higher interest rates in the next several months.I have recently explained how tighter money supply can spell trouble for stocks that trade for relatively high multiples. While AAPL is no Tesla or Rivian, the stock’s forward P/E of nearly 30 times and only modest earnings growth expectations could be a drag for share price in 2022, as investors look for better deals in value and cyclical stocks.The Apple Maven’s takeI continue to think that Apple is a great stock to buy and hold for the long term. Under the leadership of a CEO (and former COO) that is driven by operational excellence, the company seems to be in very good hands. Better yet, demand for Apple’s products and services, as well as consumer appreciation for the brand, seem to be at or near an all-time high.That said, the setup for the first few weeks or months of 2022 looks challenging to me. Apple stock climbed relentlessly in 2020, and then again last year. Aided by a spike in pandemic-driven demand for tech devices and lavish liquidity in the system, AAPL recorded one of its best three years of returns ever between 2019 and 2021.As much as the metaverse and autonomous vehicles can and likely will support the company’s financial results over the next many years, I think that AAPL stock is overdue for a breather. While shares will likely climb back above $3 trillion and head much higher from there eventually, I am not so confident that this rally will happen in the immediate future.","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":3838,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":694011728,"gmtCreate":1641693814607,"gmtModify":1641693815308,"author":{"id":"3586077477212725","authorId":"3586077477212725","name":"ryanoon","avatar":"https://static.tigerbbs.com/e547f342a7c1e8c6d9d4ab91889927e4","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586077477212725","idStr":"3586077477212725"},"themes":[],"title":"","htmlText":"Please like","listText":"Please like","text":"Please like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/694011728","repostId":"1119680947","repostType":4,"repost":{"id":"1119680947","kind":"news","pubTimestamp":1641693213,"share":"https://www.laohunote.com/m/news/1119680947?lang=zh_CN&edition=full","pubTime":"2022-01-09 09:53","market":"us","language":"en","title":"Tech Has Fallen, An Analysis Of Salesforce<blockquote>科技已经衰落，Salesforce 分析</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1119680947","media":"Seeking Alpha","summary":"SummarySalesforce is the #1 CRM company by a wide mile.The company has strengthened its portfolio th","content":"<p><html><head></head><body><b>Summary</b></p><p><blockquote><html><head></head><body><b>总结</b></body></html></blockquote></p><p><ul><li>Salesforce is the #1 CRM company by a wide mile.</li><li>The company has strengthened its portfolio through many tuck-in acquisitions that continue to pay off today.</li><li>Salesforce has $9 billion of cash on its balance sheet and is generating ample free cash flow.</li><li>As tech stocks fall, I evaluate if this is the time to buy Salesforce stock.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4e6b8cbc5c70df9817dad2b344304553\" tg-width=\"1536\" tg-height=\"1042\" width=\"100%\" height=\"auto\"/><span>Justin Sullivan/Getty Images News</span></p><p><blockquote><ul><li>Salesforce是遥遥领先的CRM公司。</li><li>该公司通过许多收购来加强其投资组合，这些收购至今仍在继续获得回报。</li><li>Salesforce 的资产负债表上有 90 亿美元现金，并且正在产生充足的自由现金流。</li><li>随着科技股下跌，我评估现在是否是购买 Salesforce 股票的时机。</li></ul><p class=\"t-img-caption\"><span>贾斯汀·沙利文/盖蒂图片社新闻</span></p></blockquote></p><p>Salesforce (CRM) has apparently done everything right. The company has sustained elevated growth rates, is generating respectable cash flow, maintains a strong balance sheet, and has shown strong execution on its tuck-in acquisitions. The stock has not been spared by the ongoing tech selloff, and has been a disappointing performer over the past few years. CRM looks like a future mega-cap tech giant in the making, and I evaluate whether now is the time to pounce on the stock.</p><p><blockquote>Salesforce（CRM）显然做的一切都是正确的。该公司保持了较高的增长率，产生了可观的现金流，保持了强劲的资产负债表，并在收购方面表现出了强劲的执行力。该股也未能幸免于持续的科技抛售，并且在过去几年中表现令人失望。CRM 看起来像是一家正在形成的未来大型科技巨头，我正在评估现在是否是抢购该股的时候。</blockquote></p><p><b>CRM Stock Price</b></p><p><blockquote><b>CRM股票价格</b></blockquote></p><p>Amidst the ongoing volatility in tech stocks, CRM finds itself trading below levels more than 1 year ago.</p><p><blockquote>在科技股持续波动的情况下，CRM 发现自己的交易价格低于一年多前的水平。</blockquote></p><p><img src=\"https://static.tigerbbs.com/e8dff6e1277dae5df6fd56c08b940ff3\" tg-width=\"635\" tg-height=\"417\" width=\"100%\" height=\"auto\"/></p><p><blockquote></blockquote></p><p>Now trading below $230 per share, the poor price performance may have created a buying opportunity in what should be considered one of the higher quality names in tech.</p><p><blockquote>目前股价低于每股 230 美元，糟糕的价格表现可能为该公司创造了买入机会，该公司应该被认为是科技领域质量较高的公司之一。</blockquote></p><p><b>What is Salesforce</b></p><p><blockquote><b>什么是Salesforce</b></blockquote></p><p>CRM is a leader in customer relationship management (hence the stock ticker), as it has built out a full portfolio of products to help its customers better serve, well, their customers.</p><p><blockquote>CRM 是客户关系管理领域的领导者（因此是股票代码），因为它建立了完整的产品组合来帮助客户更好地服务他们的客户。</blockquote></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e36bc171bce9ef5207e22f39d7e1ec58\" tg-width=\"1280\" tg-height=\"682\" width=\"100%\" height=\"auto\"/><span>Earnings Presentation</span></p><p><blockquote><p class=\"t-img-caption\"><span>盈利呈列</span></p></blockquote></p><p>Customer relationship management serves a mission-critical role because it helps to ensure that you can keep your existing client relationships. Due to its continued investment in innovation and cloud-first strategy, CRM has steadily increased its market share lead over legacy incumbents.</p><p><blockquote>客户关系管理是一个至关重要的角色，因为它有助于确保您可以保持现有的客户关系。由于对创新和云优先战略的持续投资，CRM的市场份额领先优势稳步扩大。</blockquote></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d878d7ae563bc6fdb40626f6b0f02e0f\" tg-width=\"1280\" tg-height=\"790\" width=\"100%\" height=\"auto\"/><span>Investor Presentation</span></p><p><blockquote><p class=\"t-img-caption\"><span>投资者介绍</span></p></blockquote></p><p>CRM accelerated its innovation through a strong willingness to conduct M&amp;A when appropriate. While some investors are understandably cautious when it comes to roll-up strategies, CRM has shown an impressive ability to drive accelerating growth even many years after acquiring these assets.</p><p><blockquote>CRM通过在适当的时候进行M&amp;A的强烈意愿加速了其创新。虽然一些投资者在汇总策略方面持谨慎态度，这是可以理解的，但CRM即使在收购这些资产多年后也表现出了令人印象深刻的推动加速增长的能力。</blockquote></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ac8379f74b62971ecf8aa9872ecc3c83\" tg-width=\"1280\" tg-height=\"634\" width=\"100%\" height=\"auto\"/><span>Investor Presentation</span></p><p><blockquote><p class=\"t-img-caption\"><span>投资者介绍</span></p></blockquote></p><p>On a side note, the above slide should provide material justification for why tech stocks have enjoyed premium multiples over the past many years, as they maintain excess value as takeout candidates which needs to be reflected in their stock prices. Over the years, CRM has constantly found ways to sustain its 20+% growth trajectory while also maintaining high levels of cash generation.</p><p><blockquote>另一方面，上面的幻灯片应该提供实质性的理由，说明为什么科技股在过去多年中享有溢价倍数，因为它们作为外卖候选者保持着超额价值，这需要反映在它们的股价中。多年来，CRM不断寻找方法来维持其20%以上的增长轨迹，同时保持高水平的现金生成。</blockquote></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0878cb7aebe5aada6a20fedc42815855\" tg-width=\"1280\" tg-height=\"606\" width=\"100%\" height=\"auto\"/><span>Earnings Presentation</span></p><p><blockquote><p class=\"t-img-caption\"><span>盈利呈列</span></p></blockquote></p><p>Like many tech companies, CRM aggressively invests in growth, which manifests itself in increasing R&amp;D expenses and naturally holds back its operating margins. I view CRM’s aggressive acquisitive strategy as being indicative of what investors should expect in the tech sector moving forward, as larger companies like CRM have shown that tuck-in acquisitions can prove profitable even if they have to pay a premium sticker price.</p><p><blockquote>与许多科技公司一样，CRM 积极投资于增长，这体现在研发费用的增加上，自然会抑制其营业利润率。我认为 CRM 积极的收购策略表明了投资者对未来科技行业的预期，因为像 CRM 这样的大公司已经表明，即使要支付高价，收购也能证明是有利可图的。</blockquote></p><p><b>Is CRM Stock A Buy, Sell, or Hold?</b></p><p><blockquote><b>CRM 股票是买入、卖出还是持有？</b></blockquote></p><p>After the tech selloff, CRM is trading at less than 9x sales. Wall Street expects growth to slowly decelerate to the 15% range over the next 5 years.</p><p><blockquote>在科技抛售之后，CRM 的交易价格不到销售额的 9 倍。华尔街预计未来 5 年经济增长将缓慢放缓至 15% 左右。</blockquote></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7948c23ff8e30eae86a0bb6d277f2f71\" tg-width=\"1280\" tg-height=\"470\" width=\"100%\" height=\"auto\"/><span>Seeking Alpha</span></p><p><blockquote><p class=\"t-img-caption\"><span>寻求阿尔法</span></p></blockquote></p><p>CRM looks highly buyable here, but with almost all tech stocks having already fallen substantially, it is important to take into account whether CRM is the best buy among tech peers. We can see below that most tech stocks in my coverage universe are now flashing buy signals.</p><p><blockquote>CRM 在这里看起来非常值得购买，但由于几乎所有科技股都已经大幅下跌，因此考虑 CRM 是否是科技股中的最佳选择非常重要。我们可以在下面看到，在我的报道范围内，大多数科技股现在都在闪烁买入信号。</blockquote></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a11e2212ef86ff97449b130fba44b9dc\" tg-width=\"1280\" tg-height=\"810\" width=\"100%\" height=\"auto\"/><span>Best of Breed Universe Watchlist</span></p><p><blockquote><p class=\"t-img-caption\"><span>最佳品种宇宙观察列表</span></p></blockquote></p><p></p><p>It is understandable why CRM has held up so well. The company has a diversified portfolio of tech assets, $9 billion of cash on its balance sheet, and a track record of strong execution. Throw in the fact that CRM is also generating a near 20% non-GAAP operating margin, and the stock checks off all of the criteria for retaining a premium multiple in spite of arguably average growth rates.</p><p><blockquote>CRM表现如此出色是可以理解的。该公司拥有多元化的科技资产组合，资产负债表上有 90 亿美元的现金，并且有着强劲的执行力记录。再加上 CRM 还产生了近 20% 的非 GAAP 营业利润率，尽管平均增长率可以说是平均的，但该股符合保留溢价倍数的所有标准。</blockquote></p><p>I expect CRM to earn long term net margins in the 40% range. Assuming a 1.5x price to earnings growth ratio (‘PEG’), I can see CRM trading at 7x sales in 2030, representing a stock price of $650, or annualized returns of 12.5%. The actual returns will vary based on actual growth rates, use of annual earnings, and the terminal earnings multiple. That 12.5% projected return should be enough to beat the market, and CRM has a lower risk profile to make the return look attractive. However, there are a slew of peers in the tech sector which are offering projected returns much higher than that, albeit at some higher risk. While I rate CRM a buy, I emphasize that there are more attractive buying opportunities elsewhere in the sector.</p><p><blockquote>我预计 CRM 的长期净利润率将在 40% 左右。假设市盈率（PEG）为 1.5 倍，我可以预见 2030 年 CRM 的交易价格为 7 倍，股价为 650 美元，年化回报率为 12.5%。实际回报将根据实际增长率、年度收益的使用和最终收益倍数而有所不同。12.5% 的预计回报率应该足以跑赢市场，而且 CRM 的风险状况较低，使回报看起来很有吸引力。然而，科技行业有许多同行提供的预计回报远高于此，尽管风险更高。虽然我将 CRM 评级为买入，但我强调该行业其他地方还有更有吸引力的买入机会。</blockquote></p><p></body></html></p><p><blockquote></blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tech Has Fallen, An Analysis Of Salesforce<blockquote>科技已经衰落，Salesforce 分析</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTech Has Fallen, An Analysis Of Salesforce<blockquote>科技已经衰落，Salesforce 分析</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Seeking Alpha</strong><span class=\"h-time small\">2022-01-09 09:53</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body><b>Summary</b></p><p><blockquote><html><head></head><body><b>总结</b></body></html></blockquote></p><p><ul><li>Salesforce is the #1 CRM company by a wide mile.</li><li>The company has strengthened its portfolio through many tuck-in acquisitions that continue to pay off today.</li><li>Salesforce has $9 billion of cash on its balance sheet and is generating ample free cash flow.</li><li>As tech stocks fall, I evaluate if this is the time to buy Salesforce stock.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4e6b8cbc5c70df9817dad2b344304553\" tg-width=\"1536\" tg-height=\"1042\" width=\"100%\" height=\"auto\"/><span>Justin Sullivan/Getty Images News</span></p><p><blockquote><ul><li>Salesforce是遥遥领先的CRM公司。</li><li>该公司通过许多收购来加强其投资组合，这些收购至今仍在继续获得回报。</li><li>Salesforce 的资产负债表上有 90 亿美元现金，并且正在产生充足的自由现金流。</li><li>随着科技股下跌，我评估现在是否是购买 Salesforce 股票的时机。</li></ul><p class=\"t-img-caption\"><span>贾斯汀·沙利文/盖蒂图片社新闻</span></p></blockquote></p><p>Salesforce (CRM) has apparently done everything right. The company has sustained elevated growth rates, is generating respectable cash flow, maintains a strong balance sheet, and has shown strong execution on its tuck-in acquisitions. The stock has not been spared by the ongoing tech selloff, and has been a disappointing performer over the past few years. CRM looks like a future mega-cap tech giant in the making, and I evaluate whether now is the time to pounce on the stock.</p><p><blockquote>Salesforce（CRM）显然做的一切都是正确的。该公司保持了较高的增长率，产生了可观的现金流，保持了强劲的资产负债表，并在收购方面表现出了强劲的执行力。该股也未能幸免于持续的科技抛售，并且在过去几年中表现令人失望。CRM 看起来像是一家正在形成的未来大型科技巨头，我正在评估现在是否是抢购该股的时候。</blockquote></p><p><b>CRM Stock Price</b></p><p><blockquote><b>CRM股票价格</b></blockquote></p><p>Amidst the ongoing volatility in tech stocks, CRM finds itself trading below levels more than 1 year ago.</p><p><blockquote>在科技股持续波动的情况下，CRM 发现自己的交易价格低于一年多前的水平。</blockquote></p><p><img src=\"https://static.tigerbbs.com/e8dff6e1277dae5df6fd56c08b940ff3\" tg-width=\"635\" tg-height=\"417\" width=\"100%\" height=\"auto\"/></p><p><blockquote></blockquote></p><p>Now trading below $230 per share, the poor price performance may have created a buying opportunity in what should be considered one of the higher quality names in tech.</p><p><blockquote>目前股价低于每股 230 美元，糟糕的价格表现可能为该公司创造了买入机会，该公司应该被认为是科技领域质量较高的公司之一。</blockquote></p><p><b>What is Salesforce</b></p><p><blockquote><b>什么是Salesforce</b></blockquote></p><p>CRM is a leader in customer relationship management (hence the stock ticker), as it has built out a full portfolio of products to help its customers better serve, well, their customers.</p><p><blockquote>CRM 是客户关系管理领域的领导者（因此是股票代码），因为它建立了完整的产品组合来帮助客户更好地服务他们的客户。</blockquote></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e36bc171bce9ef5207e22f39d7e1ec58\" tg-width=\"1280\" tg-height=\"682\" width=\"100%\" height=\"auto\"/><span>Earnings Presentation</span></p><p><blockquote><p class=\"t-img-caption\"><span>盈利呈列</span></p></blockquote></p><p>Customer relationship management serves a mission-critical role because it helps to ensure that you can keep your existing client relationships. Due to its continued investment in innovation and cloud-first strategy, CRM has steadily increased its market share lead over legacy incumbents.</p><p><blockquote>客户关系管理是一个至关重要的角色，因为它有助于确保您可以保持现有的客户关系。由于对创新和云优先战略的持续投资，CRM的市场份额领先优势稳步扩大。</blockquote></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d878d7ae563bc6fdb40626f6b0f02e0f\" tg-width=\"1280\" tg-height=\"790\" width=\"100%\" height=\"auto\"/><span>Investor Presentation</span></p><p><blockquote><p class=\"t-img-caption\"><span>投资者介绍</span></p></blockquote></p><p>CRM accelerated its innovation through a strong willingness to conduct M&amp;A when appropriate. While some investors are understandably cautious when it comes to roll-up strategies, CRM has shown an impressive ability to drive accelerating growth even many years after acquiring these assets.</p><p><blockquote>CRM通过在适当的时候进行M&amp;A的强烈意愿加速了其创新。虽然一些投资者在汇总策略方面持谨慎态度，这是可以理解的，但CRM即使在收购这些资产多年后也表现出了令人印象深刻的推动加速增长的能力。</blockquote></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ac8379f74b62971ecf8aa9872ecc3c83\" tg-width=\"1280\" tg-height=\"634\" width=\"100%\" height=\"auto\"/><span>Investor Presentation</span></p><p><blockquote><p class=\"t-img-caption\"><span>投资者介绍</span></p></blockquote></p><p>On a side note, the above slide should provide material justification for why tech stocks have enjoyed premium multiples over the past many years, as they maintain excess value as takeout candidates which needs to be reflected in their stock prices. Over the years, CRM has constantly found ways to sustain its 20+% growth trajectory while also maintaining high levels of cash generation.</p><p><blockquote>另一方面，上面的幻灯片应该提供实质性的理由，说明为什么科技股在过去多年中享有溢价倍数，因为它们作为外卖候选者保持着超额价值，这需要反映在它们的股价中。多年来，CRM不断寻找方法来维持其20%以上的增长轨迹，同时保持高水平的现金生成。</blockquote></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0878cb7aebe5aada6a20fedc42815855\" tg-width=\"1280\" tg-height=\"606\" width=\"100%\" height=\"auto\"/><span>Earnings Presentation</span></p><p><blockquote><p class=\"t-img-caption\"><span>盈利呈列</span></p></blockquote></p><p>Like many tech companies, CRM aggressively invests in growth, which manifests itself in increasing R&amp;D expenses and naturally holds back its operating margins. I view CRM’s aggressive acquisitive strategy as being indicative of what investors should expect in the tech sector moving forward, as larger companies like CRM have shown that tuck-in acquisitions can prove profitable even if they have to pay a premium sticker price.</p><p><blockquote>与许多科技公司一样，CRM 积极投资于增长，这体现在研发费用的增加上，自然会抑制其营业利润率。我认为 CRM 积极的收购策略表明了投资者对未来科技行业的预期，因为像 CRM 这样的大公司已经表明，即使要支付高价，收购也能证明是有利可图的。</blockquote></p><p><b>Is CRM Stock A Buy, Sell, or Hold?</b></p><p><blockquote><b>CRM 股票是买入、卖出还是持有？</b></blockquote></p><p>After the tech selloff, CRM is trading at less than 9x sales. Wall Street expects growth to slowly decelerate to the 15% range over the next 5 years.</p><p><blockquote>在科技抛售之后，CRM 的交易价格不到销售额的 9 倍。华尔街预计未来 5 年经济增长将缓慢放缓至 15% 左右。</blockquote></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7948c23ff8e30eae86a0bb6d277f2f71\" tg-width=\"1280\" tg-height=\"470\" width=\"100%\" height=\"auto\"/><span>Seeking Alpha</span></p><p><blockquote><p class=\"t-img-caption\"><span>寻求阿尔法</span></p></blockquote></p><p>CRM looks highly buyable here, but with almost all tech stocks having already fallen substantially, it is important to take into account whether CRM is the best buy among tech peers. We can see below that most tech stocks in my coverage universe are now flashing buy signals.</p><p><blockquote>CRM 在这里看起来非常值得购买，但由于几乎所有科技股都已经大幅下跌，因此考虑 CRM 是否是科技股中的最佳选择非常重要。我们可以在下面看到，在我的报道范围内，大多数科技股现在都在闪烁买入信号。</blockquote></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a11e2212ef86ff97449b130fba44b9dc\" tg-width=\"1280\" tg-height=\"810\" width=\"100%\" height=\"auto\"/><span>Best of Breed Universe Watchlist</span></p><p><blockquote><p class=\"t-img-caption\"><span>最佳品种宇宙观察列表</span></p></blockquote></p><p></p><p>It is understandable why CRM has held up so well. The company has a diversified portfolio of tech assets, $9 billion of cash on its balance sheet, and a track record of strong execution. Throw in the fact that CRM is also generating a near 20% non-GAAP operating margin, and the stock checks off all of the criteria for retaining a premium multiple in spite of arguably average growth rates.</p><p><blockquote>CRM表现如此出色是可以理解的。该公司拥有多元化的科技资产组合，资产负债表上有 90 亿美元的现金，并且有着强劲的执行力记录。再加上 CRM 还产生了近 20% 的非 GAAP 营业利润率，尽管平均增长率可以说是平均的，但该股符合保留溢价倍数的所有标准。</blockquote></p><p>I expect CRM to earn long term net margins in the 40% range. Assuming a 1.5x price to earnings growth ratio (‘PEG’), I can see CRM trading at 7x sales in 2030, representing a stock price of $650, or annualized returns of 12.5%. The actual returns will vary based on actual growth rates, use of annual earnings, and the terminal earnings multiple. That 12.5% projected return should be enough to beat the market, and CRM has a lower risk profile to make the return look attractive. However, there are a slew of peers in the tech sector which are offering projected returns much higher than that, albeit at some higher risk. While I rate CRM a buy, I emphasize that there are more attractive buying opportunities elsewhere in the sector.</p><p><blockquote>我预计 CRM 的长期净利润率将在 40% 左右。假设市盈率（PEG）为 1.5 倍，我可以预见 2030 年 CRM 的交易价格为 7 倍，股价为 650 美元，年化回报率为 12.5%。实际回报将根据实际增长率、年度收益的使用和最终收益倍数而有所不同。12.5% 的预计回报率应该足以跑赢市场，而且 CRM 的风险状况较低，使回报看起来很有吸引力。然而，科技行业有许多同行提供的预计回报远高于此，尽管风险更高。虽然我将 CRM 评级为买入，但我强调该行业其他地方还有更有吸引力的买入机会。</blockquote></p><p></body></html></p><p><blockquote></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/article/4478581-tech-has-fallen-an-analysis-of-salesforce\">Seeking Alpha</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CRM":"赛富时"},"source_url":"https://seekingalpha.com/article/4478581-tech-has-fallen-an-analysis-of-salesforce","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1119680947","content_text":"SummarySalesforce is the #1 CRM company by a wide mile.The company has strengthened its portfolio through many tuck-in acquisitions that continue to pay off today.Salesforce has $9 billion of cash on its balance sheet and is generating ample free cash flow.As tech stocks fall, I evaluate if this is the time to buy Salesforce stock.Justin Sullivan/Getty Images NewsSalesforce (CRM) has apparently done everything right. The company has sustained elevated growth rates, is generating respectable cash flow, maintains a strong balance sheet, and has shown strong execution on its tuck-in acquisitions. The stock has not been spared by the ongoing tech selloff, and has been a disappointing performer over the past few years. CRM looks like a future mega-cap tech giant in the making, and I evaluate whether now is the time to pounce on the stock.CRM Stock PriceAmidst the ongoing volatility in tech stocks, CRM finds itself trading below levels more than 1 year ago.Now trading below $230 per share, the poor price performance may have created a buying opportunity in what should be considered one of the higher quality names in tech.What is SalesforceCRM is a leader in customer relationship management (hence the stock ticker), as it has built out a full portfolio of products to help its customers better serve, well, their customers.Earnings PresentationCustomer relationship management serves a mission-critical role because it helps to ensure that you can keep your existing client relationships. Due to its continued investment in innovation and cloud-first strategy, CRM has steadily increased its market share lead over legacy incumbents.Investor PresentationCRM accelerated its innovation through a strong willingness to conduct M&A when appropriate. While some investors are understandably cautious when it comes to roll-up strategies, CRM has shown an impressive ability to drive accelerating growth even many years after acquiring these assets.Investor PresentationOn a side note, the above slide should provide material justification for why tech stocks have enjoyed premium multiples over the past many years, as they maintain excess value as takeout candidates which needs to be reflected in their stock prices. Over the years, CRM has constantly found ways to sustain its 20+% growth trajectory while also maintaining high levels of cash generation.Earnings PresentationLike many tech companies, CRM aggressively invests in growth, which manifests itself in increasing R&D expenses and naturally holds back its operating margins. I view CRM’s aggressive acquisitive strategy as being indicative of what investors should expect in the tech sector moving forward, as larger companies like CRM have shown that tuck-in acquisitions can prove profitable even if they have to pay a premium sticker price.Is CRM Stock A Buy, Sell, or Hold?After the tech selloff, CRM is trading at less than 9x sales. Wall Street expects growth to slowly decelerate to the 15% range over the next 5 years.Seeking AlphaCRM looks highly buyable here, but with almost all tech stocks having already fallen substantially, it is important to take into account whether CRM is the best buy among tech peers. We can see below that most tech stocks in my coverage universe are now flashing buy signals.Best of Breed Universe WatchlistIt is understandable why CRM has held up so well. The company has a diversified portfolio of tech assets, $9 billion of cash on its balance sheet, and a track record of strong execution. Throw in the fact that CRM is also generating a near 20% non-GAAP operating margin, and the stock checks off all of the criteria for retaining a premium multiple in spite of arguably average growth rates.I expect CRM to earn long term net margins in the 40% range. Assuming a 1.5x price to earnings growth ratio (‘PEG’), I can see CRM trading at 7x sales in 2030, representing a stock price of $650, or annualized returns of 12.5%. The actual returns will vary based on actual growth rates, use of annual earnings, and the terminal earnings multiple. That 12.5% projected return should be enough to beat the market, and CRM has a lower risk profile to make the return look attractive. However, there are a slew of peers in the tech sector which are offering projected returns much higher than that, albeit at some higher risk. While I rate CRM a buy, I emphasize that there are more attractive buying opportunities elsewhere in the sector.","news_type":1,"symbols_score_info":{"CRM":0.9}},"isVote":1,"tweetType":1,"viewCount":4163,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":695537901,"gmtCreate":1641517034513,"gmtModify":1641517034682,"author":{"id":"3586077477212725","authorId":"3586077477212725","name":"ryanoon","avatar":"https://static.tigerbbs.com/e547f342a7c1e8c6d9d4ab91889927e4","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586077477212725","idStr":"3586077477212725"},"themes":[],"title":"","htmlText":"Please like","listText":"Please like","text":"Please like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/695537901","repostId":"2201295996","repostType":4,"isVote":1,"tweetType":1,"viewCount":3956,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":696188267,"gmtCreate":1640650350177,"gmtModify":1640650350348,"author":{"id":"3586077477212725","authorId":"3586077477212725","name":"ryanoon","avatar":"https://static.tigerbbs.com/e547f342a7c1e8c6d9d4ab91889927e4","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586077477212725","idStr":"3586077477212725"},"themes":[],"title":"","htmlText":"Please like","listText":"Please like","text":"Please like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/696188267","repostId":"1127544468","repostType":4,"isVote":1,"tweetType":1,"viewCount":4028,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}