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2021-04-07

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Apple and Microsoft Are Top Tech to Watch as Earnings Begin<blockquote>苹果和微软是财报开始时值得关注的顶级科技公司</blockquote>

Apple, Microsoft and Nuance are the top three tech companies to watch as first-quarter earnings seas

Apple and Microsoft Are Top Tech to Watch as Earnings Begin<blockquote>苹果和微软是财报开始时值得关注的顶级科技公司</blockquote>

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Shares of Nuance were up 0.32% at $44.37.<blockquote>截至上次检查，苹果股价下跌0.42%，至125.68美元，而微软股价上涨0.35%，至248.72美元。Nuance股价上涨0.32%，至44.37美元。</blockquote>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple and Microsoft Are Top Tech to Watch as Earnings Begin<blockquote>苹果和微软是财报开始时值得关注的顶级科技公司</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; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple and Microsoft Are Top Tech to Watch as Earnings Begin<blockquote>苹果和微软是财报开始时值得关注的顶级科技公司</blockquote>\n</h2>\n<h4 class=\"meta\">\n\nTheStreet2021-04-07 22:12\n\n</h4>\n</header>\n<article>\nApple, Microsoft and Nuance are the top three tech companies to watch as first-quarter earnings season begins, say analysts at Wedbush.<blockquote>Wedbush分析师表示，随着第一季度财报季的开始，苹果、微软和Nuance是最值得关注的三大科技公司。</blockquote> Apple, Microsoft&nbsp;and Nuance Communications&nbsp;are the top three tech companies to watch as first-quarter earnings begin rolling out, with the trio poised to show better-than-expected earnings, sales and fundamentals thanks to their rising the fourth industrial revolution.<blockquote>随着第一季度财报开始公布，苹果、微软和Nuance Communications是最值得关注的三大科技公司，由于第四次工业革命的兴起，这三家公司的盈利、销售额和基本面都将好于预期。</blockquote> In a research note to clients on Wednesday, Wedbush Securities analysts Dan Ives and Strecker Backe said that while valuations will continue to be an emotional bull/bear debate, “… the fundamental growth on the horizon for these next-generation technologies is unprecedented as this fourth Industrial Revolution begins to take hold across the tech landscape.<blockquote>Wedbush Securities分析师Dan Ives和Strecker Backe在周三给客户的一份研究报告中表示，虽然估值将继续是一场情绪化的牛/熊辩论，但“……随着第四次工业革命开始在整个科技领域扎根，这些下一代技术的基本面增长是前所未有的。</blockquote> “We believe first-quarter earnings over the next month will be a major positive catalyst for tech names as our checks continue to show robust fundamentals/deal activity across the board,” the analysts wrote, adding that a 25% to 30% upward move for tech stocks is potentially in the cards through the remainder of the year, despite lingering rotation fears.<blockquote>分析师写道：“我们相信下个月的第一季度收益将成为科技股的主要积极催化剂，因为我们的检查继续显示全面强劲的基本面/交易活动。”并补充说，尽管对轮动的担忧挥之不去，但科技股在今年剩余时间内仍有可能上涨25%至30%。</blockquote> For Apple, Ives sees the“Supercycle” thesis&nbsp;playing out in both the March and June quarters, with the Cupertino, Calif. giant selling north of 240 million iPhones - well above current forecasts of 220 million for full-year 2021 and besting its previous record of 231 million units sold in 2015.<blockquote>对于苹果来说，Ives认为“超级周期”论点将在3月和6月季度与加利福尼亚州库比蒂诺一起上演。巨头iPhone销量超过2.4亿部，远高于目前预测的2021年全年2.2亿部，也超过了2015年2.31亿部的销量纪录。</blockquote> Microsoft&nbsp;also is poised to be a long-term winner, based on Ives’ team’s field checks, with the Redmond, Wash.-based software giant making progress in the cloud arms race with growth of Azure, a move that they say will continue to narrow the gap between Microsoft and Amazon&nbsp;in the web-services world.<blockquote>根据Ives团队的实地考察，微软也有望成为长期赢家，这家总部位于华盛顿州雷德蒙的软件巨头随着Azure的增长在云军备竞赛中取得了进展，他们表示此举将继续缩小微软和亚马逊在网络服务领域的差距。</blockquote> Healthcare cloud giant Nuance, meantime, is another Wedbush favorite as the company continues to be laser-focused on building a global cloud healthcare and AI-driven business as more hospital-wide deployments shift to the cloud, especially as the focus on cloud, security, and sharing healthcare data&nbsp;becomes front and center.<blockquote>与此同时，医疗保健云巨头Nuance是Wedbush的另一个最爱，因为随着更多医院范围的部署转向云，特别是随着对云、安全和共享医疗保健数据成为前沿和中心，该公司继续专注于构建全球云医疗保健和人工智能驱动的业务。</blockquote> Ives and his team have outperform ratings on all three companies.<blockquote>艾夫斯和他的团队对这三家公司的评级都优于大盘。</blockquote> At last check, shares of Apple were down 0.42% at $125.68, while shares of Microsoft were up 0.35% at $248.72. Shares of Nuance were up 0.32% at $44.37.<blockquote>截至上次检查，苹果股价下跌0.42%，至125.68美元，而微软股价上涨0.35%，至248.72美元。Nuance股价上涨0.32%，至44.37美元。</blockquote>\n<div class=\"bt-text\">\n\n\n 来源：<a href=\"https://www.thestreet.com/investing/apple-microsoft-nuance-earnings-dan-ives-wedbush-forecast\">TheStreet</a>\n为提升您的阅读体验，我们对本页面进行了排版优化\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果","MSFT":"微软","NUAN":"微妙通讯"},"source_url":"https://www.thestreet.com/investing/apple-microsoft-nuance-earnings-dan-ives-wedbush-forecast","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1143956197","content_text":"Apple, Microsoft and Nuance are the top three tech companies to watch as first-quarter earnings season begins, say analysts at Wedbush.\nApple, Microsoft and Nuance Communications are the top three tech companies to watch as first-quarter earnings begin rolling out, with the trio poised to show better-than-expected earnings, sales and fundamentals thanks to their rising the fourth industrial revolution.\nIn a research note to clients on Wednesday, Wedbush Securities analysts Dan Ives and Strecker Backe said that while valuations will continue to be an emotional bull/bear debate, “… the fundamental growth on the horizon for these next-generation technologies is unprecedented as this fourth Industrial Revolution begins to take hold across the tech landscape.\n“We believe first-quarter earnings over the next month will be a major positive catalyst for tech names as our checks continue to show robust fundamentals/deal activity across the board,” the analysts wrote, adding that a 25% to 30% upward move for tech stocks is potentially in the cards through the remainder of the year, despite lingering rotation fears.\nFor Apple, Ives sees the“Supercycle” thesis playing out in both the March and June quarters, with the Cupertino, Calif. giant selling north of 240 million iPhones - well above current forecasts of 220 million for full-year 2021 and besting its previous record of 231 million units sold in 2015.\nMicrosoft also is poised to be a long-term winner, based on Ives’ team’s field checks, with the Redmond, Wash.-based software giant making progress in the cloud arms race with growth of Azure, a move that they say will continue to narrow the gap between Microsoft and Amazon in the web-services world.\nHealthcare cloud giant Nuance, meantime, is another Wedbush favorite as the company continues to be laser-focused on building a global cloud healthcare and AI-driven business as more hospital-wide deployments shift to the cloud, especially as the focus on cloud, security, and sharing healthcare data becomes front and center.\nIves and his team have outperform ratings on all three companies.\nAt last check, shares of Apple were down 0.42% at $125.68, while shares of Microsoft were up 0.35% at $248.72. Shares of Nuance were up 0.32% at $44.37.","news_type":1,"symbols_score_info":{"AAPL":0.9,"MSFT":0.9,"NUAN":0.9}},"isVote":1,"tweetType":1,"viewCount":3149,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":4,"xxTargetLangEnum":"ORIG"},"commentList":[],"hasMoreComment":false,"orderType":2}