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2021-12-19

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Wedbush's Dan Ives: Don't throw in the towel on tech<blockquote>韦德布什的丹·艾夫斯：不要在科技上认输</blockquote>

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ZS and PANW have both risen nearly 50%. AAPL lags behind its smaller rivals, although it has rallied about 30% for 2021.<blockquote>从艾夫斯提到的一些股票来看，NVDA在2021年的表现是迄今为止最好的，一年中上涨了一倍多。ZS和PANW均上涨近50%。尽管苹果公司2021年股价上涨了约30%，但仍落后于规模较小的竞争对手。</blockquote> The main laggard in the group is CYBR, which is basically flat on the year:<blockquote>集团内主要落后者为CYBR，同比基本持平：</blockquote> <img src=\"https://static.tigerbbs.com/25aa45389fe8b89d41006f304e02894e\" tg-width=\"1201\" tg-height=\"405\" width=\"100%\" height=\"auto\"><blockquote></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>Wedbush's Dan Ives: Don't throw in the towel on tech<blockquote>韦德布什的丹·艾夫斯：不要在科技上认输</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\">\nWedbush's Dan Ives: Don't throw in the towel on tech<blockquote>韦德布什的丹·艾夫斯：不要在科技上认输</blockquote>\n</h2>\n<h4 class=\"meta\">\n\nSeeking Alpha2021-12-18 13:40\n\n</h4>\n</header>\n<article>\nWedbush Securities managing director Dan Ives advised investors to stick with technology stocks despite the potential valuation crunch that could happen as the Federal Reserve raises interest rates.<blockquote>Wedbush Securities董事总经理Dan Ives建议投资者坚持持有科技股，尽管美联储加息可能会导致估值紧缩。</blockquote> \"This is not the time to throw in the white towel on tech,\" he told CNBC on Friday.<blockquote>“现在不是向科技认输的时候，”他周五对CNBC表示。</blockquote> Calling the current era \"a fourth industrial revolution,\" Ives backed such stocks as <a href=\"https://laohu8.com/S/CYBR\">CyberArk Software </a>, <a href=\"https://laohu8.com/S/PANW\">Palo Alto Networks </a>, <a href=\"https://laohu8.com/S/ZS\">Zscaler </a>, <a href=\"https://laohu8.com/S/NVDA\">NVIDIA </a> and <a href=\"https://laohu8.com/S/AAPL\">Apple </a>.<blockquote>艾夫斯将当前时代称为“第四次工业革命”，他支持以下股票：<a href=\"https://laohu8.com/S/CYBR\">赛博方舟软件</a>,<a href=\"https://laohu8.com/S/PANW\">帕洛阿尔托网络</a>,<a href=\"https://laohu8.com/S/ZS\">Zscaler</a>,<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>和<a href=\"https://laohu8.com/S/AAPL\">苹果</a>.</blockquote> \"This is an opportunity, not the start of a downtrend for tech,\" he said.<blockquote>“这是一个机会，而不是科技股下跌趋势的开始，”他说。</blockquote> Ives argued that a large number of tech names will see significant growth in coming years thanks to heavy spending on technologies like cybersecurity, 5G and further moves into the cloud.<blockquote>艾夫斯认为，由于在网络安全、5G等技术上的大量支出以及进一步向云的转移，大量科技公司将在未来几年实现显着增长。</blockquote> He estimated that this \"digital transformation\" would fuel another $2T in spending over the next six to seven years.<blockquote>他估计，这种“数字化转型”将在未来六到七年内推动另外2T美元的支出。</blockquote> That said, Ives warned investors that they had to be selective with their portfolios, as some stocks will lose momentum once the massive pandemic-related stimulus comes to an end.<blockquote>尽管如此，艾夫斯警告投资者，他们必须有选择性地选择投资组合，因为一旦与大流行相关的大规模刺激措施结束，一些股票将失去动力。</blockquote> \"You have to separate the winners from the losers and the long-term winners versus the ones that benefited from the pandemic,\" he said.<blockquote>他说：“你必须区分赢家和输家，区分长期赢家和从大流行中受益的人。”</blockquote> Rather, Ives suggested investors \"double down on their winners.\"<blockquote>相反，艾夫斯建议投资者“加倍押注赢家”。</blockquote> Looking at some of the stocks mentioned by Ives, NVDA has done by far the best in 2021, more than doubling over the course of the year. ZS and PANW have both risen nearly 50%. AAPL lags behind its smaller rivals, although it has rallied about 30% for 2021.<blockquote>从艾夫斯提到的一些股票来看，NVDA在2021年的表现是迄今为止最好的，一年中上涨了一倍多。ZS和PANW均上涨近50%。尽管苹果公司2021年股价上涨了约30%，但仍落后于规模较小的竞争对手。</blockquote> The main laggard in the group is CYBR, which is basically flat on the year:<blockquote>集团内主要落后者为CYBR，同比基本持平：</blockquote> <img src=\"https://static.tigerbbs.com/25aa45389fe8b89d41006f304e02894e\" tg-width=\"1201\" tg-height=\"405\" width=\"100%\" height=\"auto\"><blockquote></blockquote>\n<div class=\"bt-text\">\n\n\n 来源：<a href=\"https://seekingalpha.com/news/3781354-dont-throw-in-the-towel-on-tech-wedbushs-dan-ives\">Seeking Alpha</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":{"NVDA":"英伟达","CYBR":"Cyber-Ark Software","ZS":"Zscaler Inc.","PANW":"Palo Alto Networks"},"source_url":"https://seekingalpha.com/news/3781354-dont-throw-in-the-towel-on-tech-wedbushs-dan-ives","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1161245886","content_text":"Wedbush Securities managing director Dan Ives advised investors to stick with technology stocks despite the potential valuation crunch that could happen as the Federal Reserve raises interest rates.\n\"This is not the time to throw in the white towel on tech,\" he told CNBC on Friday.\nCalling the current era \"a fourth industrial revolution,\" Ives backed such stocks as CyberArk Software , Palo Alto Networks , Zscaler , NVIDIA and Apple .\n\"This is an opportunity, not the start of a downtrend for tech,\" he said.\nIves argued that a large number of tech names will see significant growth in coming years thanks to heavy spending on technologies like cybersecurity, 5G and further moves into the cloud.\nHe estimated that this \"digital transformation\" would fuel another $2T in spending over the next six to seven years.\nThat said, Ives warned investors that they had to be selective with their portfolios, as some stocks will lose momentum once the massive pandemic-related stimulus comes to an end.\n\"You have to separate the winners from the losers and the long-term winners versus the ones that benefited from the pandemic,\" he said.\nRather, Ives suggested investors \"double down on their winners.\"\nLooking at some of the stocks mentioned by Ives, NVDA has done by far the best in 2021, more than doubling over the course of the year. ZS and PANW have both risen nearly 50%. AAPL lags behind its smaller rivals, although it has rallied about 30% for 2021.\nThe main laggard in the group is CYBR, which is basically flat on the year:","news_type":1,"symbols_score_info":{"NVDA":0.9,"CYBR":0.9,"ZS":0.9,"PANW":0.9}},"isVote":1,"tweetType":1,"viewCount":3082,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":10,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/699467158"}