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2021-04-01
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Microsoft Tightening Tentacles Around Pentagon With $22B AR Headset Deal, Says Analyst<blockquote>分析师表示，微软通过价值220亿美元的AR耳机交易收紧了对五角大楼的触角</blockquote>
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What are your views?","highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":3,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/357864919","repostId":2124209510,"repostType":4,"repost":{"id":"2124209510","kind":"news","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1617259595,"share":"https://www.laohu8.com/m/news/2124209510?lang=zh_CN&edition=full","pubTime":"2021-04-01 14:46","market":"us","language":"en","title":"Microsoft Tightening Tentacles Around Pentagon With $22B AR Headset Deal, Says Analyst<blockquote>分析师表示，微软通过价值220亿美元的AR耳机交易收紧了对五角大楼的触角</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2124209510","media":"Benzinga","summary":"Microsoft Corporation’s (NASDAQ: MSFT) $21.9 billion deal with the U.S. Army to build customized aug","content":"<p><b>Microsoft Corporation’s</b> (NASDAQ: MSFT) $21.9 billion deal with the U.S. Army to build customized augmented reality headsets shows the company is tightening its hold over defense deals and gaining share over its rivals, as per Wedbush analyst Daniel Ives.</p><p><blockquote><b>微软公司的</b>（纳斯达克：MSFT）与美国达成219亿美元的交易。Wedbush分析师丹尼尔·艾夫斯(Daniel Ives)表示，陆军将生产定制增强现实耳机，这表明该公司正在加强对国防交易的控制，并获得比竞争对手更多的份额。</blockquote></p><p><b>What Happened: </b>Ives said in a note on Wednesday that the headset deal, which arrives on top of its recent historical cloud Joint Enterprise Defense Infrastructure Cloud win, is a pointer that the company is “tightening its grip” with the Department of Defense and Pentagon.</p><p><blockquote><b>发生了什么：</b>艾夫斯在周三的一份报告中表示，这笔耳机交易是在其最近历史性的云联合企业国防基础设施云胜利之后达成的，表明该公司正在“加强对国防部和五角大楼的控制”。</blockquote></p><p>The analyst sees Microsoft gaining shares from companies such as <b>Amazon.com, Inc </b>(NASDAQ: AMZN) and its cloud subsidiary Amazon Web Services.</p><p><blockquote>分析师认为微软将从以下公司获得股票<b>亚马逊公司</b>（纳斯达克：AMZN）及其云子公司Amazon Web Services。</blockquote></p><p>Notably, Amazon has challenged Micorosft’s billion JEDI contract legally.</p><p><blockquote>值得注意的是，亚马逊已经从法律上挑战了Micorosft的十亿绝地合同。</blockquote></p><p>“This is another deal that speaks to MSFT's broad tentacles of products across the Azure cloud ecosystem and AR front that enables Nadella & Co. to flex its muscles within the Beltway,” wrote Ives.</p><p><blockquote>艾夫斯写道：“这是另一笔交易，体现了MSFT在Azure云生态系统和AR领域的广泛产品触角，使纳德拉公司能够在环城高速公路上大展拳脚。”</blockquote></p><p>Ives maintained his Outperform rating on Microsoft and has a price target of $231.85.</p><p><blockquote>Ives维持微软跑赢大盘评级，目标价为231.85美元。</blockquote></p><p><b>Why It Matters: </b>In excess of 120,000 of the headsets, based on Microsoft’s Holo Lens headset, would be delivered over a decade to the army, the Wall Street Journal reported Wednesday.</p><p><blockquote><b>为什么重要：</b>据《华尔街日报》周三报道，超过12万个基于微软Holo Lens耳机的耳机将在十年内交付给陆军。</blockquote></p><p>Microsoft reportedly said that the latest headsets will keep soldiers safer and make them more effective by enhancing situational awareness and providing them training opportunities.</p><p><blockquote>据报道，微软表示，最新的耳机将使士兵更安全，并通过增强态势感知能力和为他们提供训练机会使他们更有效。</blockquote></p><p>The headsets will reportedly run software made by the Redmond, Washington-based tech giant, and will be supported by its Azure cloud-computing service.</p><p><blockquote>据报道，这款耳机将运行这家总部位于华盛顿州雷德蒙的科技巨头开发的软件，并将得到其Azure云计算服务的支持。</blockquote></p><p>In 2018, the Satya Nadella-led company won a $480 million contract to supply the army with 100,000 modified HoloLens headsets, noted the Journal.</p><p><blockquote>《华尔街日报》指出，2018年，萨蒂亚·纳德拉(Satya Nadella)领导的公司赢得了一份价值4.8亿美元的合同，为陆军提供10万个改进的HoloLens耳机。</blockquote></p><p>The AR race is heating up. Tech rival <b>Apple Inc</b> (NASDAQ: AAPL) is rumored to be working on an AR headset that features eye-tracking and Iris recognition.</p><p><blockquote>AR竞赛正在升温。技术竞争对手<b>苹果公司</b>据传，（纳斯达克：AAPL）正在开发一款具有眼球追踪和虹膜识别功能的AR耳机。</blockquote></p><p>On Wednesday, it was reported that Snapchat parent<b> <a href=\"https://laohu8.com/S/SNAP\">Snap Inc</a> </b>(NYSE: SNAP) is planning next-generation of smart glasses that allow users to AR effects.</p><p><blockquote>周三，有消息称，Snapchat母公司<b><a href=\"https://laohu8.com/S/SNAP\">Snap公司</a></b>（纽约证券交易所代码：SNAP）正在规划下一代智能眼镜，允许用户获得AR效果。</blockquote></p><p><b>Price Action: </b>Microsoft shares closed nearly 1.7% higher at $235.77 on Wednesday and gained 0.75% in the after-hours trading.</p><p><blockquote><b>价格走势：</b>微软股价周三收盘上涨近1.7%，至235.77美元，盘后交易中上涨0.75%。</blockquote></p><p>Latest Ratings for MSFT</p><p><blockquote>MSFT的最新评级</blockquote></p><p><table><tbody><tr><th>Date</th><th>Firm</th><th>Action</th><th>From</th><th>To</th></tr></tbody><tbody><tr><td>Mar 2021</td><td><a href=\"https://laohu8.com/S/MSTLW\">Morgan Stanley</a></td><td>Maintains</td><td></td><td>Overweight</td></tr><tr><td>Feb 2021</td><td>Wedbush</td><td>Maintains</td><td></td><td>Outperform</td></tr><tr><td>Feb 2021</td><td>Piper Sandler</td><td>Reiterates</td><td></td><td>Overweight</td></tr></tbody></table></p><p><blockquote><table><tbody><tr><th>日期</th><th>公司</th><th>行动</th><th>来自</th><th>到</th></tr></tbody><tbody><tr><td>2021年3月</td><td><a href=\"https://laohu8.com/S/MSTLW\">摩根士丹利</a></td><td>维护</td><td></td><td>跑赢大盘</td></tr><tr><td>2021年2月</td><td>韦德布什</td><td>维护</td><td></td><td>表现出色</td></tr><tr><td>2021年2月</td><td>派珀·桑德勒</td><td>重申</td><td></td><td>跑赢大盘</td></tr></tbody></table></blockquote></p><p></p>","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\">\nMicrosoft Tightening Tentacles Around Pentagon With $22B AR Headset Deal, Says Analyst<blockquote>分析师表示，微软通过价值220亿美元的AR耳机交易收紧了对五角大楼的触角</blockquote>\n</h2>\n<h4 class=\"meta\">\n<div class=\"head\" \">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time smaller\">2021-04-01 14:46</p>\n</div>\n</div>\n</h4>\n</header>\n<article>\n<p><b>Microsoft Corporation’s</b> (NASDAQ: MSFT) $21.9 billion deal with the U.S. Army to build customized augmented reality headsets shows the company is tightening its hold over defense deals and gaining share over its rivals, as per Wedbush analyst Daniel Ives.</p><p><blockquote><b>微软公司的</b>（纳斯达克：MSFT）与美国达成219亿美元的交易。Wedbush分析师丹尼尔·艾夫斯(Daniel Ives)表示，陆军将生产定制增强现实耳机，这表明该公司正在加强对国防交易的控制，并获得比竞争对手更多的份额。</blockquote></p><p><b>What Happened: </b>Ives said in a note on Wednesday that the headset deal, which arrives on top of its recent historical cloud Joint Enterprise Defense Infrastructure Cloud win, is a pointer that the company is “tightening its grip” with the Department of Defense and Pentagon.</p><p><blockquote><b>发生了什么：</b>艾夫斯在周三的一份报告中表示，这笔耳机交易是在其最近历史性的云联合企业国防基础设施云胜利之后达成的，表明该公司正在“加强对国防部和五角大楼的控制”。</blockquote></p><p>The analyst sees Microsoft gaining shares from companies such as <b>Amazon.com, Inc </b>(NASDAQ: AMZN) and its cloud subsidiary Amazon Web Services.</p><p><blockquote>分析师认为微软将从以下公司获得股票<b>亚马逊公司</b>（纳斯达克：AMZN）及其云子公司Amazon Web Services。</blockquote></p><p>Notably, Amazon has challenged Micorosft’s billion JEDI contract legally.</p><p><blockquote>值得注意的是，亚马逊已经从法律上挑战了Micorosft的十亿绝地合同。</blockquote></p><p>“This is another deal that speaks to MSFT's broad tentacles of products across the Azure cloud ecosystem and AR front that enables Nadella & Co. to flex its muscles within the Beltway,” wrote Ives.</p><p><blockquote>艾夫斯写道：“这是另一笔交易，体现了MSFT在Azure云生态系统和AR领域的广泛产品触角，使纳德拉公司能够在环城高速公路上大展拳脚。”</blockquote></p><p>Ives maintained his Outperform rating on Microsoft and has a price target of $231.85.</p><p><blockquote>Ives维持微软跑赢大盘评级，目标价为231.85美元。</blockquote></p><p><b>Why It Matters: </b>In excess of 120,000 of the headsets, based on Microsoft’s Holo Lens headset, would be delivered over a decade to the army, the Wall Street Journal reported Wednesday.</p><p><blockquote><b>为什么重要：</b>据《华尔街日报》周三报道，超过12万个基于微软Holo Lens耳机的耳机将在十年内交付给陆军。</blockquote></p><p>Microsoft reportedly said that the latest headsets will keep soldiers safer and make them more effective by enhancing situational awareness and providing them training opportunities.</p><p><blockquote>据报道，微软表示，最新的耳机将使士兵更安全，并通过增强态势感知能力和为他们提供训练机会使他们更有效。</blockquote></p><p>The headsets will reportedly run software made by the Redmond, Washington-based tech giant, and will be supported by its Azure cloud-computing service.</p><p><blockquote>据报道，这款耳机将运行这家总部位于华盛顿州雷德蒙的科技巨头开发的软件，并将得到其Azure云计算服务的支持。</blockquote></p><p>In 2018, the Satya Nadella-led company won a $480 million contract to supply the army with 100,000 modified HoloLens headsets, noted the Journal.</p><p><blockquote>《华尔街日报》指出，2018年，萨蒂亚·纳德拉(Satya Nadella)领导的公司赢得了一份价值4.8亿美元的合同，为陆军提供10万个改进的HoloLens耳机。</blockquote></p><p>The AR race is heating up. Tech rival <b>Apple Inc</b> (NASDAQ: AAPL) is rumored to be working on an AR headset that features eye-tracking and Iris recognition.</p><p><blockquote>AR竞赛正在升温。技术竞争对手<b>苹果公司</b>据传，（纳斯达克：AAPL）正在开发一款具有眼球追踪和虹膜识别功能的AR耳机。</blockquote></p><p>On Wednesday, it was reported that Snapchat parent<b> <a href=\"https://laohu8.com/S/SNAP\">Snap Inc</a> </b>(NYSE: SNAP) is planning next-generation of smart glasses that allow users to AR effects.</p><p><blockquote>周三，有消息称，Snapchat母公司<b><a href=\"https://laohu8.com/S/SNAP\">Snap公司</a></b>（纽约证券交易所代码：SNAP）正在规划下一代智能眼镜，允许用户获得AR效果。</blockquote></p><p><b>Price Action: </b>Microsoft shares closed nearly 1.7% higher at $235.77 on Wednesday and gained 0.75% in the after-hours trading.</p><p><blockquote><b>价格走势：</b>微软股价周三收盘上涨近1.7%，至235.77美元，盘后交易中上涨0.75%。</blockquote></p><p>Latest Ratings for MSFT</p><p><blockquote>MSFT的最新评级</blockquote></p><p><table><tbody><tr><th>Date</th><th>Firm</th><th>Action</th><th>From</th><th>To</th></tr></tbody><tbody><tr><td>Mar 2021</td><td><a href=\"https://laohu8.com/S/MSTLW\">Morgan Stanley</a></td><td>Maintains</td><td></td><td>Overweight</td></tr><tr><td>Feb 2021</td><td>Wedbush</td><td>Maintains</td><td></td><td>Outperform</td></tr><tr><td>Feb 2021</td><td>Piper Sandler</td><td>Reiterates</td><td></td><td>Overweight</td></tr></tbody></table></p><p><blockquote><table><tbody><tr><th>日期</th><th>公司</th><th>行动</th><th>来自</th><th>到</th></tr></tbody><tbody><tr><td>2021年3月</td><td><a href=\"https://laohu8.com/S/MSTLW\">摩根士丹利</a></td><td>维护</td><td></td><td>跑赢大盘</td></tr><tr><td>2021年2月</td><td>韦德布什</td><td>维护</td><td></td><td>表现出色</td></tr><tr><td>2021年2月</td><td>派珀·桑德勒</td><td>重申</td><td></td><td>跑赢大盘</td></tr></tbody></table></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09086":"华夏纳指-U","MSFT":"微软","03086":"华夏纳指","AMZN":"亚马逊"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2124209510","content_text":"Microsoft Corporation’s (NASDAQ: MSFT) $21.9 billion deal with the U.S. Army to build customized augmented reality headsets shows the company is tightening its hold over defense deals and gaining share over its rivals, as per Wedbush analyst Daniel Ives.What Happened: Ives said in a note on Wednesday that the headset deal, which arrives on top of its recent historical cloud Joint Enterprise Defense Infrastructure Cloud win, is a pointer that the company is “tightening its grip” with the Department of Defense and Pentagon.The analyst sees Microsoft gaining shares from companies such as Amazon.com, Inc (NASDAQ: AMZN) and its cloud subsidiary Amazon Web Services.Notably, Amazon has challenged Micorosft’s billion JEDI contract legally.“This is another deal that speaks to MSFT's broad tentacles of products across the Azure cloud ecosystem and AR front that enables Nadella & Co. to flex its muscles within the Beltway,” wrote Ives.Ives maintained his Outperform rating on Microsoft and has a price target of $231.85.Why It Matters: In excess of 120,000 of the headsets, based on Microsoft’s Holo Lens headset, would be delivered over a decade to the army, the Wall Street Journal reported Wednesday.Microsoft reportedly said that the latest headsets will keep soldiers safer and make them more effective by enhancing situational awareness and providing them training opportunities.The headsets will reportedly run software made by the Redmond, Washington-based tech giant, and will be supported by its Azure cloud-computing service.In 2018, the Satya Nadella-led company won a $480 million contract to supply the army with 100,000 modified HoloLens headsets, noted the Journal.The AR race is heating up. Tech rival Apple Inc (NASDAQ: AAPL) is rumored to be working on an AR headset that features eye-tracking and Iris recognition.On Wednesday, it was reported that Snapchat parent Snap Inc (NYSE: SNAP) is planning next-generation of smart glasses that allow users to AR effects.Price Action: Microsoft shares closed nearly 1.7% higher at $235.77 on Wednesday and gained 0.75% in the after-hours trading.Latest Ratings for MSFTDateFirmActionFromToMar 2021Morgan StanleyMaintainsOverweightFeb 2021WedbushMaintainsOutperformFeb 2021Piper SandlerReiteratesOverweight","news_type":1,"symbols_score_info":{"09086":0.9,"03086":0.9,"MSFT":0.9,"AMZN":0.9}},"isVote":1,"tweetType":1,"viewCount":369,"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":26,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/357864919"}
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