TaiGerGenie
2021-04-07
Apple looks to smash last years earnings with thecontinue evolution of the workplace solutions
Apple and Microsoft Are Top Tech to Watch as Earnings Begin<blockquote>苹果和微软是财报开始时最值得关注的科技公司</blockquote>
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well above current forecasts of 220 million for full-year 2021 and besting its previous record of 231 million units sold in 2015.</p><p><blockquote>对于苹果来说，艾夫斯认为 “超级循环 ”论点将在 3 月和 6 月两个季度上演，加州库比蒂诺。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，并打破了2015年2.31亿部的销量纪录。</blockquote></p><p> Microsoft 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.</p><p><blockquote>根据艾夫斯团队的实地考察，这家总部位于华盛顿州雷德蒙德的软件巨头随着 Azure 的发展，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></p><p> 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 becomes front and center.</p><p><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移到云，该公司继续专注于建立全球云医疗保健和人工智能驱动的业务，特别是随着对云、安全和共享医疗保健数据的关注成为前沿和中心。</blockquote></p><p> Ives and his team have outperform ratings on all three companies.</p><p><blockquote>艾夫斯和他的团队对这三家公司的评级都超过了大盘。</blockquote></p><p> 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.</p><p><blockquote>上次检查时，苹果股价下跌 0.42%，至 125.68 美元，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></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple and Microsoft Are Top Tech to Watch as Earnings Begin<blockquote>苹果和微软是财报开始时最值得关注的科技公司</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最值得关注的科技公司</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">TheStreet</strong><span class=\"h-time small\">2021-04-07 22:12</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Apple, Microsoft and Nuance are the top three tech companies to watch as first-quarter earnings season begins, say analysts at Wedbush.</p><p><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></p><p> Apple, 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.</p><p><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崛起，这三家公司的盈利、销售额和基本面将好于预期。</blockquote></p><p> 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.</p><p><blockquote>韦德布什证券（Wedbush Securities）分析师丹-艾夫斯（Dan Ives）和斯特雷克-巴克（Strecker Backe）在周三给客户的一份研究报告中说，虽然估值仍将是一场情绪化的牛熊争论，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增长是前所未有的。</blockquote></p><p> “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.</p><p><blockquote>“分析师们写道：”我们相信，下个月的第一季度财报将成为科技股的主要积极催化剂，因为我们的支票继续显示强劲的基本面/交易活动，”他们补充说，尽管对轮动的担忧挥之不去，但在今年剩余时间里，科技股可能会上涨 25% 至 30%。</blockquote></p><p> For 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.</p><p><blockquote>对于苹果来说，艾夫斯认为 “超级循环 ”论点将在 3 月和 6 月两个季度上演，加州库比蒂诺。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，并打破了2015年2.31亿部的销量纪录。</blockquote></p><p> Microsoft 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.</p><p><blockquote>根据艾夫斯团队的实地考察，这家总部位于华盛顿州雷德蒙德的软件巨头随着 Azure 的发展，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></p><p> 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 becomes front and center.</p><p><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移到云，该公司继续专注于建立全球云医疗保健和人工智能驱动的业务，特别是随着对云、安全和共享医疗保健数据的关注成为前沿和中心。</blockquote></p><p> Ives and his team have outperform ratings on all three companies.</p><p><blockquote>艾夫斯和他的团队对这三家公司的评级都超过了大盘。</blockquote></p><p> 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.</p><p><blockquote>上次检查时，苹果股价下跌 0.42%，至 125.68 美元，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></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.thestreet.com/investing/apple-microsoft-nuance-earnings-dan-ives-wedbush-forecast\">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","NUAN":"微妙通讯","MSFT":"微软"},"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. 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