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2021-09-21

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The Reasons Why ServiceNow Deserves Higher Valuations<blockquote>ServiceNow 值得更高估值的原因</blockquote>

2021-09-17

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Beyond Meat stock dropped nearly 5% in morning trading<blockquote>Beyond Meat股价早盘下跌近 5%</blockquote>

2021-09-11

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2021-09-08

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2021-09-07

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2021-09-05

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2021-09-04

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2021-08-30

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Toplines Before US Market Open on Monday<blockquote>周一美国市场开盘前的顶线</blockquote>

2021-08-28

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2021-08-25

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2021-08-24

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2021-08-20

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2021-08-15

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Why 6 DoorDash Analysts Are Raising Price Targets After Q2 Earnings<blockquote>为什么 6 位 DoorDash 分析师在第二季度收益后上调目标价</blockquote>

2021-08-12

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Bitcoin ETF Filing Flood Collides With Cooling Demand for Funds<blockquote>比特币 ETF 申请洪水与资金需求降温发生冲突</blockquote>

2021-08-07

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20 cloud stocks expected to increase sales the most over the next two years<blockquote>预计未来两年销售额增幅最大的 20 只云股票</blockquote>

2021-08-05

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Disney's Star Wars hotel comes with an out-of-this-world price tag<blockquote>迪士尼的星球大战酒店标价惊人</blockquote>

2021-08-04

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2021-07-31

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2021-07-27

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Toplines Before US Market Open on Tuesday<blockquote>周二美国市场开盘前的顶线</blockquote>

2021-07-23

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10:29","market":"us","language":"en","title":"The Reasons Why ServiceNow Deserves Higher Valuations<blockquote>ServiceNow 值得更高估值的原因</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1104395691","media":"Seeking Alpha","summary":"Summary\n\nServiceNow's IT services management tools help organizations manage the consumption of info","content":"<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul>  <li>ServiceNow's IT services management tools help organizations manage the consumption of information technology services.</li>  <li>The company operates in a highly competitive market.</li>  <li>High growth with marketing expenses growing to a lesser degree shows that the company has been able to extend its services using collaborative apps development with partners.</li>  <li>Its ability to expand partnership agreements, as with Microsoft, means more growth at relatively lower costs.</li>  <li>The stock remains undervalued compared to a peer, but do expect volatility as FreshWorks launches its IPO in its quest to benefit from the rise of post-pandemic hybrid work.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/73869f5a5cbd9b1bbb736a28d6595612\" tg-width=\"1536\" tg-height=\"1025\" width=\"100%\" height=\"auto\"><span>Sundry Photography/iStock Editorial via Getty Images</span></p><p><blockquote><ul><li>ServiceNow的IT服务管理工具帮助组织管理信息技术服务的消耗。</li><li>该公司在竞争激烈的市场中运营。</li><li>营销费用增长较小的高增长表明，该公司已经能够通过与合作伙伴的协作应用程序开发来扩展其服务。</li><li>与微软一样，它扩大合作协议的能力意味着以相对较低的成本实现更多的增长。</li><li>与同行相比，该股仍被低估，但随着 FreshWorks 启动 IPO，寻求从大流行后混合工作的兴起中受益，预计该股会出现波动。</li></ul><p class=\"t-img-caption\"><span>杂项摄影/iStock 社论来自 Getty Images</span></p></blockquote></p><p> After having known a sustained upside during the last three years, ServiceNow (NOW) currently trades at trailing price to sales multiples of about 25x or&nbsp;468%&nbsp;above the IT sector.</p><p><blockquote>在经历了过去三年的持续上涨之后，ServiceNow (NOW) 目前的交易价格与销售倍数比 IT 行业高出约 25 倍或 468%。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5aab428e42dd257312a7f20da75c1dfe\" tg-width=\"635\" tg-height=\"447\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据由YCharts提供</span></p></blockquote></p><p> This is a level that is difficult to justify unless the stock presents some specifics which not only justify its high valuations but also show that it is among a handful of software pure plays which have the capacity to generate far higher growth levels.</p><p><blockquote>这是一个很难证明的水平，除非该股提供一些细节，不仅证明其高估值的合理性，而且表明它是少数有能力产生更高增长水平的纯软件公司之一。</blockquote></p><p> For those who are new to the stock, the company's IT services management (ITSM) tools help organizations manage the consumption of IT services. These tools are most heavily used by information technology service desks and service delivery functions.</p><p><blockquote>对于那些刚接触股票的人来说，该公司的IT服务管理（ITSM）工具可以帮助组织管理IT服务的消耗。信息技术服务台和服务提供职能部门大量使用这些工具。</blockquote></p><p> For this purpose, ServiceNow has one of the richest ecosystems of third-party application integrations and works closely with partners.</p><p><blockquote>为此，ServiceNow拥有最丰富的第三方应用程序集成生态系统之一，并与合作伙伴密切合作。</blockquote></p><p> <b>The partnership model</b></p><p><blockquote><b>伙伴关系模式</b></blockquote></p><p> A few days back, on September 16, Microsoft (NASDAQ:MSFT)&nbsp;announced&nbsp;a new collaborative app from ServiceNow for bringing employee experiences within Microsoft Teams.</p><p><blockquote>几天前，即 9 月 16 日，微软（纳斯达克股票代码：MSFT）宣布推出 ServiceNow 推出一款新的协作应用程序，用于将员工体验带入微软团队。</blockquote></p><p> The Teams collaborative app introduced by ServiceNow for its Employee Center provides employees with a single portal to find information and make service requests directly in the flow of their work in Teams.</p><p><blockquote>ServiceNow为其员工中心推出的团队协作应用程序为员工提供了一个单一的门户，让他们可以在团队工作流程中直接查找信息和提出服务请求。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6ef53d9594a8e2b604d65eaad294b02a\" tg-width=\"640\" tg-height=\"224\" width=\"100%\" height=\"auto\"><span>Source: servicenow.com</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：servicenow.com</span></p></blockquote></p><p> While this development by ServiceNow can be classified as just another collaborative app, which is integrated with Microsoft’s software, there is more. Looking from an angle, ServiceNow appears to have taken more of a central role, by embedding its Employee Center at the very core of Microsoft’s apps distribution architecture.</p><p><blockquote>虽然 ServiceNow 的这款开发可以归类为另一个与微软软件集成的协作应用程序，但还有更多。从某个角度来看，ServiceNow 似乎扮演了更核心的角色，它将员工中心嵌入到了微软应用分发架构的核心位置。</blockquote></p><p> Along the same lines, Teams, Microsoft's communication platform offering workspace chat and videoconferencing can be envisioned as the transport medium through which ServiceNow is able to make its app available to a wider audience. Additionally, the ITSM company is doing it in such a way so as to improve user satisfaction and business outcomes.</p><p><blockquote>同样，微软提供工作区聊天和视频会议的通信平台Teams可以被视为ServiceNow能够向更广泛的受众提供其应用程序的传输媒介。此外，ITSM公司这样做是为了提高用户满意度和业务成果。</blockquote></p><p> Looking in the rear mirror, ServiceNow was already integrated with Teams through a Direct integration profile, but this involved some manual steps. It was the same with Zoom (NASDAQ:ZM). It also has such integrations with Oracle (ORCL), SAP SE (SAP), and many others.</p><p><blockquote>回顾过去，ServiceNow 已经通过直接集成配置文件与团队集成，但这涉及一些手动步骤。Zoom（纳斯达克股票代码：ZM）也是如此。它还与Oracle（ORCL）、SAP SE（SAP）和许多其他公司进行了集成。</blockquote></p><p> Thus, the new development represents an expansion of ServiceNow's agreement with Microsoft.</p><p><blockquote>因此，新的发展代表了ServiceNow与微软协议的扩展。</blockquote></p><p> Think aloud, while it is Microsoft that is publicizing the development in its online services-oriented LinkedIn platform, it appears to be more beneficial to ServiceNow. Now, \"publicize\" reminds us of marketing hours spent by product experts in creating awareness about a corporation's product and services, especially the latest capabilities. In this respect, having Microsoft do the work as part of advertising its Team collaborative software is a boon to ServiceNow.</p><p><blockquote>大声思考，虽然是微软在其面向在线服务的LinkedIn平台上宣传这一发展，但这似乎对ServiceNow更有利。现在，“宣传”让我们想起产品专家花费的营销时间来提高对公司产品和服务的认识，尤其是最新功能。在这方面，让微软做这项工作作为宣传其团队协作软件的一部分对ServiceNow来说是一个福音。</blockquote></p><p> It is partly through this way that it has been able to grow revenues much faster, by 145% over three years, whereas SG&amp;A, which comprises sales and marketing expenses have increased by only 109%.</p><p><blockquote>部分正是通过这种方式，它能够更快地增长收入，在三年内增长了 145%，而包括销售和营销费用在内的 SG&amp;A 仅增长了 109%。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/605e7232e453eda56798584a59c2b202\" tg-width=\"635\" tg-height=\"450\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据由YCharts提供</span></p></blockquote></p><p> Investigating further, partners are absolutely critical to continued growth by ServiceNow, as per the organization’s Chief Customer and Partner Officer,Lara Caimi. She says that partners are “critical in terms of achieving what the organization wants to do”. For ServiceNow, partners also play a really important role in bringing the company \"into new C-suite conversations that maybe it was not part of before\". More important, partners drive \"90%&nbsp;of their implementation”.</p><p><blockquote>ServiceNow 的首席客户和合作伙伴官 Lara Caimi 表示，进一步调查发现，合作伙伴对 ServiceNow 的持续增长至关重要。她说，合作伙伴 “对于实现组织想要做的事情至关重要”。对于ServiceNow来说，合作伙伴在将公司“带入新的高管对话中”方面也发挥着非常重要的作用，这可能是它以前不参与的一部分。更重要的是，合作伙伴推动了“90%的实施”。</blockquote></p><p></p><p> To be realistic, while partnerships do help ServiceNow in selling more, there are also secular trends like digital transformation. However, ITSM remains a highly competitive field.</p><p><blockquote>现实地说，虽然合作伙伴关系确实有助于 ServiceNow 销售更多产品，但也存在数字化转型等长期趋势。然而，ITSM仍然是一个竞争激烈的领域。</blockquote></p><p> <b>The competition</b></p><p><blockquote><b>竞争</b></blockquote></p><p> Gartner's 2021&nbsp;Magic Quadrant&nbsp;for the ISTM market clearly shows the dominant position of ServiceNow, and this has been the case for the last many years. It is followed by&nbsp;BMC&nbsp;and its Helix ITSM offering. Then, there is also&nbsp;Ivanti, which was born from the merger of LanDesk and Heat Software in 2017.</p><p><blockquote>Gartner针对ISTM市场的2021年魔力象限清楚地显示了ServiceNow的主导地位，过去许多年都是如此。其次是 BMC 及其 Helix ITSM 产品。然后，还有2017年LanDesk和Heat Software合并诞生的Ivanti。</blockquote></p><p> One challenger is Freshworks (FRSH), whose IPO is pending, with Atlassian (NASDAQ:TEAM) being in the Gartner's visionaries quadrant. Looking further, International Business Machines (IBM) which used to form the&nbsp;rear&nbsp;two years back no longer forms part of Gartner's top list.</p><p><blockquote>挑战者之一是 Freshworks (FRSH)，其 IPO 即将进行，而 Atlassian（纳斯达克股票代码：TEAM）则进入了 Gartner 的 visionaries 象限。进一步来看，两年前曾经形成rear的国际商业机器公司（IBM）不再是Gartner排行榜的一部分。</blockquote></p><p> This shows the highly dynamic nature of the competition and Freshworks, which surpassed $300 million in annual recurring revenue (\"ARR\"),growing its business&nbsp;by 40% year-over-year in 2020, builds on its Neo customer data aggregation platform. It has closed two strategic acquisitions and expanded organically as well, with the next major goal being to reach&nbsp;$1 billion&nbsp;in ARR. Freshworks has also complemented its offerings by acquiring AnsweriQ, a provider of AI machine learning for larger enterprises.</p><p><blockquote>这表明了竞争的高度动态性质，Freshworks 的年度经常性收入 (“ARR”) 超过 3 亿美元，2020 年业务同比增长 40%，其基础是其 Neo 客户数据聚合平台。它已经完成了两项战略收购，并进行了有机扩张，下一个主要目标是ARR达到10亿美元。Freshworks 还通过收购 AnsweriQ 来补充其产品，AnsweriQ 是一家为大型企业提供人工智能机器学习的提供商。</blockquote></p><p> One noteworthy point is that in 2020, the company unveiled Freshworks CRM. While this is a single platform solution that has a lot of merits, it also helps to shed light on ServiceNow's competitive strategy. In this respect, the ITSM play does not want to compete with companies like Salesforce (CRM) or Workday (WDAY) which excel in Customer Relationship Management and Human Resources respectively. Rather, it aims to work with them as partners, in extending their more department-focused products across the whole enterprise through the provision of third-party apps. These enable cross-functional processes.</p><p><blockquote>值得注意的一点是，2020年，该公司推出了Freshworks CRM。虽然这是一个有很多优点的单平台解决方案，但它也有助于阐明ServiceNow的竞争战略。在这方面，ITSM play不想与Salesforce（CRM）或Workday（WDAY）等分别擅长客户关系管理和人力资源的公司竞争。相反，它的目标是作为合作伙伴与他们合作，通过提供第三方应用程序，将他们更侧重于部门的产品扩展到整个企业。这些实现了跨职能流程。</blockquote></p><p> The ITSM space has taken more importance recently, with the IT department prioritizing centralizing resource management for simplification purposes and to promote cost rationalization. At the same time, stakeholders had to adapt to the transformative changes brought by SaaS (Software as a Service), with all players having made the move to the cloud, but at various degrees of success.</p><p><blockquote>ITSM空间最近变得更加重要，IT部门优先考虑集中资源管理，以简化和促进成本合理化。与此同时，利益相关者必须适应SaaS（软件即服务）带来的变革性变化，所有参与者都已转移到云，但取得了不同程度的成功。</blockquote></p><p> In this context, the widening gap between BMC and ServiceNow's in Gartner's Magic Quadrant from&nbsp;2019&nbsp;to&nbsp;2021&nbsp;shows that the latter has been able to rapidly shift from an in-house deployment model to a SaaS one. This \"successful transition\" is confirmed by the ACV (annual contract value) steadily moving higher as more revenues are derived from monthly subscriptions.</p><p><blockquote>在这种背景下，2019年至2021年BMC和ServiceNow在Gartner魔力象限中的差距不断扩大，表明后者已经能够从内部部署模式迅速转向SaaS模式。随着每月订阅带来更多收入，ACV（年度合同价值）稳步上升证实了这一“成功转型”。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d0a8c369179213e64ea29fcf49a055d6\" tg-width=\"640\" tg-height=\"308\" width=\"100%\" height=\"auto\"><span>Source: Company presentation in Seeking Alpha</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：Seeking Alpha 中的公司演示</span></p></blockquote></p><p> According to Gartner, ServiceNow scores&nbsp;better&nbsp;ratings, with much more reviewers willing to recommend it compared to BMC. It scores better for Ease of Deployment, User Experience, and of course, Ease of Integration.</p><p><blockquote>根据Gartner的数据，ServiceNow获得了更好的评级，与BMC相比，更多的评论者愿意推荐它。它在易于部署、用户体验，当然还有易于集成方面得分更高。</blockquote></p><p> Consequently, benefiting from better technical specifications, ServiceNow's second-quarter subscription billing was $1.328 billion, and for Q3-2021, the expected amount is between&nbsp;$1.4 billion and $1.405 billion, representing not only sequential growth but also 28% to 29% year-over-year growth.</p><p><blockquote>因此，受益于更好的技术规格，ServiceNow第二季度的订阅账单为13.28亿美元，2021年第三季度的预计金额在14亿美元至14.05亿美元之间，不仅代表了环比增长，而且代表了28%至29%的同比增长。</blockquote></p><p> <b>Valuations and key takeaways</b></p><p><blockquote><b>估值和主要要点</b></blockquote></p><p> With one of the richest ecosystems in terms of third-party application integration, ServiceNow has also invested heavily in AI by acquiring the cognitive search capabilities of&nbsp;Attivioin 2019, followed by&nbsp;Passage AI&nbsp;to advance its deep learning capabilities in 2020.</p><p><blockquote>作为第三方应用集成方面最丰富的生态系统之一，ServiceNow也在人工智能方面进行了大量投资，在2019年收购了Attivioin的认知搜索能力，随后在2020年收购了Passage AI，以推进其深度学习能力。</blockquote></p><p> Continuing with the momentum, with the acquisition of&nbsp;Element AI, ServiceNow has announced plans to create an AI innovation hub in Canada to “accelerate customer-focused AI innovation” on the company’s Now platform.</p><p><blockquote>通过收购 Element AI，ServiceNow 继续保持势头，宣布计划在加拿大创建一个人工智能创新中心，以在公司的 Now 平台上 “加速以客户为中心的人工智能创新”。</blockquote></p><p> At the same time, the management remains prudent in its acquisition strategy in order \"not to land in spaces\" already occupied by its partners, which would result in competition. Taking as example RPAs or Robotic Process Automation, currently, a hot M&amp;A topic, the President and Chief Executive Officer, Bill McDermott recently&nbsp;mentioned&nbsp;that:</p><p><blockquote>与此同时，管理层在收购策略上仍保持审慎，以免“占领”其合作伙伴已占据的空间，从而导致竞争。以RPAs或机器人流程自动化为例，目前是一个热门的并购话题，总裁兼首席执行官Bill McDermott最近提到：</blockquote></p><p>   You shouldn’t expect us to make acquisitions in that space, but you should expect us to build our functionality and our capabilities, but also be an open and willing partner for the customers because it’s really about solving their problems.\"  Therefore, ServiceNow should not acquire RPA capabilities, but one can expect it to develop third-party apps around the robotic automation ecosystem, thereby penetrating deeper into corporate processes.</p><p><blockquote>你不应该指望我们在这一领域进行收购，但你应该期望我们建立我们的功能和能力，同时也要成为客户开放和愿意的合作伙伴，因为这实际上是为了解决他们的问题。”因此，ServiceNow不应该获得RPA功能，但人们可以期待它围绕机器人自动化生态系统开发第三方应用程序，从而更深入地渗透到公司流程中。</blockquote></p><p></p><p> Investigating further, developing advanced product integrations comes at a cost, as is evidenced by ServiceNow's lower gross margins compared to peer Atlassian. This signifies that its developers have to spend more time tweaking the platform in order to make sure that their software codes are integrated with partners.</p><p><blockquote>进一步调查，开发高级产品集成是有成本的，ServiceNow 的毛利率低于同行 Atlassian 就证明了这一点。这意味着它的开发人员必须花更多的时间来调整平台，以确保他们的软件代码与合作伙伴集成。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/17d47d95c2946edde8ab8d586b7190a3\" tg-width=\"411\" tg-height=\"186\" width=\"100%\" height=\"auto\"><span>Source: Seeking Alpha</span></p><p><blockquote><p class=\"t-img-caption\"><span>来源：Seeking Alpha</span></p></blockquote></p><p> Still, relatively lower operating expenses have enabled ServiceNow to generate EBIT margins of 4.54%, not far behind its peer.</p><p><blockquote>尽管如此，相对较低的运营费用使 ServiceNow 的息税前利润率达到 4.54%，与同行相差不远。</blockquote></p><p> This has been made possible through a partnership model which enables the company to expand its product globally, and at a relatively lower cost. Hence, looking at the trailing price to sales metric, ServiceNow's undervaluation by 100% compared to Atlassian does not make sense. In this case, just considering 30x multiples, I obtain a target price of $788-800 (30/24.72 x 650), based on the current share price.</p><p><blockquote>这是通过合作模式实现的，该模式使该公司能够以相对较低的成本在全球范围内扩展其产品。因此，从历史市销率指标来看，ServiceNow 与 Atlassian 相比被低估 100% 是没有意义的。在这种情况下，仅考虑30倍的倍数，我获得了788-800美元（30/24.72 x 650）的目标价，基于当前的股价。</blockquote></p><p> However, after high COVID gains, do expect some volatility due to inflationary pressures and a high probability of a Freshworks IPO this year.</p><p><blockquote>然而，在新冠疫情大幅上涨之后，由于通胀压力和今年 Freshworks IPO 的高概率，预计会出现一些波动。</blockquote></p><p> Finally, as the world shifts to hybrid work, people need tools that streamline daily tasks and maintain them in the flow of their work. Having realized this earlier on, ServiceNow focuses on delivering services in a way that customers see the value, while at the same time, ensuring that the partner becomes a multiplying force for its products.</p><p><blockquote>最后，随着世界转向混合工作，人们需要工具来简化日常任务并将其保持在工作流程中。ServiceNow很早就意识到了这一点，因此专注于以客户看到价值的方式提供服务，同时确保合作伙伴成为其产品的倍增力量。</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>The Reasons Why ServiceNow Deserves Higher Valuations<blockquote>ServiceNow 值得更高估值的原因</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\">\nThe Reasons Why ServiceNow Deserves Higher Valuations<blockquote>ServiceNow 值得更高估值的原因</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\">2021-09-21 10:29</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul>  <li>ServiceNow's IT services management tools help organizations manage the consumption of information technology services.</li>  <li>The company operates in a highly competitive market.</li>  <li>High growth with marketing expenses growing to a lesser degree shows that the company has been able to extend its services using collaborative apps development with partners.</li>  <li>Its ability to expand partnership agreements, as with Microsoft, means more growth at relatively lower costs.</li>  <li>The stock remains undervalued compared to a peer, but do expect volatility as FreshWorks launches its IPO in its quest to benefit from the rise of post-pandemic hybrid work.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/73869f5a5cbd9b1bbb736a28d6595612\" tg-width=\"1536\" tg-height=\"1025\" width=\"100%\" height=\"auto\"><span>Sundry Photography/iStock Editorial via Getty Images</span></p><p><blockquote><ul><li>ServiceNow的IT服务管理工具帮助组织管理信息技术服务的消耗。</li><li>该公司在竞争激烈的市场中运营。</li><li>营销费用增长较小的高增长表明，该公司已经能够通过与合作伙伴的协作应用程序开发来扩展其服务。</li><li>与微软一样，它扩大合作协议的能力意味着以相对较低的成本实现更多的增长。</li><li>与同行相比，该股仍被低估，但随着 FreshWorks 启动 IPO，寻求从大流行后混合工作的兴起中受益，预计该股会出现波动。</li></ul><p class=\"t-img-caption\"><span>杂项摄影/iStock 社论来自 Getty Images</span></p></blockquote></p><p> After having known a sustained upside during the last three years, ServiceNow (NOW) currently trades at trailing price to sales multiples of about 25x or&nbsp;468%&nbsp;above the IT sector.</p><p><blockquote>在经历了过去三年的持续上涨之后，ServiceNow (NOW) 目前的交易价格与销售倍数比 IT 行业高出约 25 倍或 468%。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5aab428e42dd257312a7f20da75c1dfe\" tg-width=\"635\" tg-height=\"447\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据由YCharts提供</span></p></blockquote></p><p> This is a level that is difficult to justify unless the stock presents some specifics which not only justify its high valuations but also show that it is among a handful of software pure plays which have the capacity to generate far higher growth levels.</p><p><blockquote>这是一个很难证明的水平，除非该股提供一些细节，不仅证明其高估值的合理性，而且表明它是少数有能力产生更高增长水平的纯软件公司之一。</blockquote></p><p> For those who are new to the stock, the company's IT services management (ITSM) tools help organizations manage the consumption of IT services. These tools are most heavily used by information technology service desks and service delivery functions.</p><p><blockquote>对于那些刚接触股票的人来说，该公司的IT服务管理（ITSM）工具可以帮助组织管理IT服务的消耗。信息技术服务台和服务提供职能部门大量使用这些工具。</blockquote></p><p> For this purpose, ServiceNow has one of the richest ecosystems of third-party application integrations and works closely with partners.</p><p><blockquote>为此，ServiceNow拥有最丰富的第三方应用程序集成生态系统之一，并与合作伙伴密切合作。</blockquote></p><p> <b>The partnership model</b></p><p><blockquote><b>伙伴关系模式</b></blockquote></p><p> A few days back, on September 16, Microsoft (NASDAQ:MSFT)&nbsp;announced&nbsp;a new collaborative app from ServiceNow for bringing employee experiences within Microsoft Teams.</p><p><blockquote>几天前，即 9 月 16 日，微软（纳斯达克股票代码：MSFT）宣布推出 ServiceNow 推出一款新的协作应用程序，用于将员工体验带入微软团队。</blockquote></p><p> The Teams collaborative app introduced by ServiceNow for its Employee Center provides employees with a single portal to find information and make service requests directly in the flow of their work in Teams.</p><p><blockquote>ServiceNow为其员工中心推出的团队协作应用程序为员工提供了一个单一的门户，让他们可以在团队工作流程中直接查找信息和提出服务请求。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6ef53d9594a8e2b604d65eaad294b02a\" tg-width=\"640\" tg-height=\"224\" width=\"100%\" height=\"auto\"><span>Source: servicenow.com</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：servicenow.com</span></p></blockquote></p><p> While this development by ServiceNow can be classified as just another collaborative app, which is integrated with Microsoft’s software, there is more. Looking from an angle, ServiceNow appears to have taken more of a central role, by embedding its Employee Center at the very core of Microsoft’s apps distribution architecture.</p><p><blockquote>虽然 ServiceNow 的这款开发可以归类为另一个与微软软件集成的协作应用程序，但还有更多。从某个角度来看，ServiceNow 似乎扮演了更核心的角色，它将员工中心嵌入到了微软应用分发架构的核心位置。</blockquote></p><p> Along the same lines, Teams, Microsoft's communication platform offering workspace chat and videoconferencing can be envisioned as the transport medium through which ServiceNow is able to make its app available to a wider audience. Additionally, the ITSM company is doing it in such a way so as to improve user satisfaction and business outcomes.</p><p><blockquote>同样，微软提供工作区聊天和视频会议的通信平台Teams可以被视为ServiceNow能够向更广泛的受众提供其应用程序的传输媒介。此外，ITSM公司这样做是为了提高用户满意度和业务成果。</blockquote></p><p> Looking in the rear mirror, ServiceNow was already integrated with Teams through a Direct integration profile, but this involved some manual steps. It was the same with Zoom (NASDAQ:ZM). It also has such integrations with Oracle (ORCL), SAP SE (SAP), and many others.</p><p><blockquote>回顾过去，ServiceNow 已经通过直接集成配置文件与团队集成，但这涉及一些手动步骤。Zoom（纳斯达克股票代码：ZM）也是如此。它还与Oracle（ORCL）、SAP SE（SAP）和许多其他公司进行了集成。</blockquote></p><p> Thus, the new development represents an expansion of ServiceNow's agreement with Microsoft.</p><p><blockquote>因此，新的发展代表了ServiceNow与微软协议的扩展。</blockquote></p><p> Think aloud, while it is Microsoft that is publicizing the development in its online services-oriented LinkedIn platform, it appears to be more beneficial to ServiceNow. Now, \"publicize\" reminds us of marketing hours spent by product experts in creating awareness about a corporation's product and services, especially the latest capabilities. In this respect, having Microsoft do the work as part of advertising its Team collaborative software is a boon to ServiceNow.</p><p><blockquote>大声思考，虽然是微软在其面向在线服务的LinkedIn平台上宣传这一发展，但这似乎对ServiceNow更有利。现在，“宣传”让我们想起产品专家花费的营销时间来提高对公司产品和服务的认识，尤其是最新功能。在这方面，让微软做这项工作作为宣传其团队协作软件的一部分对ServiceNow来说是一个福音。</blockquote></p><p> It is partly through this way that it has been able to grow revenues much faster, by 145% over three years, whereas SG&amp;A, which comprises sales and marketing expenses have increased by only 109%.</p><p><blockquote>部分正是通过这种方式，它能够更快地增长收入，在三年内增长了 145%，而包括销售和营销费用在内的 SG&amp;A 仅增长了 109%。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/605e7232e453eda56798584a59c2b202\" tg-width=\"635\" tg-height=\"450\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据由YCharts提供</span></p></blockquote></p><p> Investigating further, partners are absolutely critical to continued growth by ServiceNow, as per the organization’s Chief Customer and Partner Officer,Lara Caimi. She says that partners are “critical in terms of achieving what the organization wants to do”. For ServiceNow, partners also play a really important role in bringing the company \"into new C-suite conversations that maybe it was not part of before\". More important, partners drive \"90%&nbsp;of their implementation”.</p><p><blockquote>ServiceNow 的首席客户和合作伙伴官 Lara Caimi 表示，进一步调查发现，合作伙伴对 ServiceNow 的持续增长至关重要。她说，合作伙伴 “对于实现组织想要做的事情至关重要”。对于ServiceNow来说，合作伙伴在将公司“带入新的高管对话中”方面也发挥着非常重要的作用，这可能是它以前不参与的一部分。更重要的是，合作伙伴推动了“90%的实施”。</blockquote></p><p></p><p> To be realistic, while partnerships do help ServiceNow in selling more, there are also secular trends like digital transformation. However, ITSM remains a highly competitive field.</p><p><blockquote>现实地说，虽然合作伙伴关系确实有助于 ServiceNow 销售更多产品，但也存在数字化转型等长期趋势。然而，ITSM仍然是一个竞争激烈的领域。</blockquote></p><p> <b>The competition</b></p><p><blockquote><b>竞争</b></blockquote></p><p> Gartner's 2021&nbsp;Magic Quadrant&nbsp;for the ISTM market clearly shows the dominant position of ServiceNow, and this has been the case for the last many years. It is followed by&nbsp;BMC&nbsp;and its Helix ITSM offering. Then, there is also&nbsp;Ivanti, which was born from the merger of LanDesk and Heat Software in 2017.</p><p><blockquote>Gartner针对ISTM市场的2021年魔力象限清楚地显示了ServiceNow的主导地位，过去许多年都是如此。其次是 BMC 及其 Helix ITSM 产品。然后，还有2017年LanDesk和Heat Software合并诞生的Ivanti。</blockquote></p><p> One challenger is Freshworks (FRSH), whose IPO is pending, with Atlassian (NASDAQ:TEAM) being in the Gartner's visionaries quadrant. Looking further, International Business Machines (IBM) which used to form the&nbsp;rear&nbsp;two years back no longer forms part of Gartner's top list.</p><p><blockquote>挑战者之一是 Freshworks (FRSH)，其 IPO 即将进行，而 Atlassian（纳斯达克股票代码：TEAM）则进入了 Gartner 的 visionaries 象限。进一步来看，两年前曾经形成rear的国际商业机器公司（IBM）不再是Gartner排行榜的一部分。</blockquote></p><p> This shows the highly dynamic nature of the competition and Freshworks, which surpassed $300 million in annual recurring revenue (\"ARR\"),growing its business&nbsp;by 40% year-over-year in 2020, builds on its Neo customer data aggregation platform. It has closed two strategic acquisitions and expanded organically as well, with the next major goal being to reach&nbsp;$1 billion&nbsp;in ARR. Freshworks has also complemented its offerings by acquiring AnsweriQ, a provider of AI machine learning for larger enterprises.</p><p><blockquote>这表明了竞争的高度动态性质，Freshworks 的年度经常性收入 (“ARR”) 超过 3 亿美元，2020 年业务同比增长 40%，其基础是其 Neo 客户数据聚合平台。它已经完成了两项战略收购，并进行了有机扩张，下一个主要目标是ARR达到10亿美元。Freshworks 还通过收购 AnsweriQ 来补充其产品，AnsweriQ 是一家为大型企业提供人工智能机器学习的提供商。</blockquote></p><p> One noteworthy point is that in 2020, the company unveiled Freshworks CRM. While this is a single platform solution that has a lot of merits, it also helps to shed light on ServiceNow's competitive strategy. In this respect, the ITSM play does not want to compete with companies like Salesforce (CRM) or Workday (WDAY) which excel in Customer Relationship Management and Human Resources respectively. Rather, it aims to work with them as partners, in extending their more department-focused products across the whole enterprise through the provision of third-party apps. These enable cross-functional processes.</p><p><blockquote>值得注意的一点是，2020年，该公司推出了Freshworks CRM。虽然这是一个有很多优点的单平台解决方案，但它也有助于阐明ServiceNow的竞争战略。在这方面，ITSM play不想与Salesforce（CRM）或Workday（WDAY）等分别擅长客户关系管理和人力资源的公司竞争。相反，它的目标是作为合作伙伴与他们合作，通过提供第三方应用程序，将他们更侧重于部门的产品扩展到整个企业。这些实现了跨职能流程。</blockquote></p><p> The ITSM space has taken more importance recently, with the IT department prioritizing centralizing resource management for simplification purposes and to promote cost rationalization. At the same time, stakeholders had to adapt to the transformative changes brought by SaaS (Software as a Service), with all players having made the move to the cloud, but at various degrees of success.</p><p><blockquote>ITSM空间最近变得更加重要，IT部门优先考虑集中资源管理，以简化和促进成本合理化。与此同时，利益相关者必须适应SaaS（软件即服务）带来的变革性变化，所有参与者都已转移到云，但取得了不同程度的成功。</blockquote></p><p> In this context, the widening gap between BMC and ServiceNow's in Gartner's Magic Quadrant from&nbsp;2019&nbsp;to&nbsp;2021&nbsp;shows that the latter has been able to rapidly shift from an in-house deployment model to a SaaS one. This \"successful transition\" is confirmed by the ACV (annual contract value) steadily moving higher as more revenues are derived from monthly subscriptions.</p><p><blockquote>在这种背景下，2019年至2021年BMC和ServiceNow在Gartner魔力象限中的差距不断扩大，表明后者已经能够从内部部署模式迅速转向SaaS模式。随着每月订阅带来更多收入，ACV（年度合同价值）稳步上升证实了这一“成功转型”。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d0a8c369179213e64ea29fcf49a055d6\" tg-width=\"640\" tg-height=\"308\" width=\"100%\" height=\"auto\"><span>Source: Company presentation in Seeking Alpha</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：Seeking Alpha 中的公司演示</span></p></blockquote></p><p> According to Gartner, ServiceNow scores&nbsp;better&nbsp;ratings, with much more reviewers willing to recommend it compared to BMC. It scores better for Ease of Deployment, User Experience, and of course, Ease of Integration.</p><p><blockquote>根据Gartner的数据，ServiceNow获得了更好的评级，与BMC相比，更多的评论者愿意推荐它。它在易于部署、用户体验，当然还有易于集成方面得分更高。</blockquote></p><p> Consequently, benefiting from better technical specifications, ServiceNow's second-quarter subscription billing was $1.328 billion, and for Q3-2021, the expected amount is between&nbsp;$1.4 billion and $1.405 billion, representing not only sequential growth but also 28% to 29% year-over-year growth.</p><p><blockquote>因此，受益于更好的技术规格，ServiceNow第二季度的订阅账单为13.28亿美元，2021年第三季度的预计金额在14亿美元至14.05亿美元之间，不仅代表了环比增长，而且代表了28%至29%的同比增长。</blockquote></p><p> <b>Valuations and key takeaways</b></p><p><blockquote><b>估值和主要要点</b></blockquote></p><p> With one of the richest ecosystems in terms of third-party application integration, ServiceNow has also invested heavily in AI by acquiring the cognitive search capabilities of&nbsp;Attivioin 2019, followed by&nbsp;Passage AI&nbsp;to advance its deep learning capabilities in 2020.</p><p><blockquote>作为第三方应用集成方面最丰富的生态系统之一，ServiceNow也在人工智能方面进行了大量投资，在2019年收购了Attivioin的认知搜索能力，随后在2020年收购了Passage AI，以推进其深度学习能力。</blockquote></p><p> Continuing with the momentum, with the acquisition of&nbsp;Element AI, ServiceNow has announced plans to create an AI innovation hub in Canada to “accelerate customer-focused AI innovation” on the company’s Now platform.</p><p><blockquote>通过收购 Element AI，ServiceNow 继续保持势头，宣布计划在加拿大创建一个人工智能创新中心，以在公司的 Now 平台上 “加速以客户为中心的人工智能创新”。</blockquote></p><p> At the same time, the management remains prudent in its acquisition strategy in order \"not to land in spaces\" already occupied by its partners, which would result in competition. Taking as example RPAs or Robotic Process Automation, currently, a hot M&amp;A topic, the President and Chief Executive Officer, Bill McDermott recently&nbsp;mentioned&nbsp;that:</p><p><blockquote>与此同时，管理层在收购策略上仍保持审慎，以免“占领”其合作伙伴已占据的空间，从而导致竞争。以RPAs或机器人流程自动化为例，目前是一个热门的并购话题，总裁兼首席执行官Bill McDermott最近提到：</blockquote></p><p>   You shouldn’t expect us to make acquisitions in that space, but you should expect us to build our functionality and our capabilities, but also be an open and willing partner for the customers because it’s really about solving their problems.\"  Therefore, ServiceNow should not acquire RPA capabilities, but one can expect it to develop third-party apps around the robotic automation ecosystem, thereby penetrating deeper into corporate processes.</p><p><blockquote>你不应该指望我们在这一领域进行收购，但你应该期望我们建立我们的功能和能力，同时也要成为客户开放和愿意的合作伙伴，因为这实际上是为了解决他们的问题。”因此，ServiceNow不应该获得RPA功能，但人们可以期待它围绕机器人自动化生态系统开发第三方应用程序，从而更深入地渗透到公司流程中。</blockquote></p><p></p><p> Investigating further, developing advanced product integrations comes at a cost, as is evidenced by ServiceNow's lower gross margins compared to peer Atlassian. This signifies that its developers have to spend more time tweaking the platform in order to make sure that their software codes are integrated with partners.</p><p><blockquote>进一步调查，开发高级产品集成是有成本的，ServiceNow 的毛利率低于同行 Atlassian 就证明了这一点。这意味着它的开发人员必须花更多的时间来调整平台，以确保他们的软件代码与合作伙伴集成。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/17d47d95c2946edde8ab8d586b7190a3\" tg-width=\"411\" tg-height=\"186\" width=\"100%\" height=\"auto\"><span>Source: Seeking Alpha</span></p><p><blockquote><p class=\"t-img-caption\"><span>来源：Seeking Alpha</span></p></blockquote></p><p> Still, relatively lower operating expenses have enabled ServiceNow to generate EBIT margins of 4.54%, not far behind its peer.</p><p><blockquote>尽管如此，相对较低的运营费用使 ServiceNow 的息税前利润率达到 4.54%，与同行相差不远。</blockquote></p><p> This has been made possible through a partnership model which enables the company to expand its product globally, and at a relatively lower cost. Hence, looking at the trailing price to sales metric, ServiceNow's undervaluation by 100% compared to Atlassian does not make sense. In this case, just considering 30x multiples, I obtain a target price of $788-800 (30/24.72 x 650), based on the current share price.</p><p><blockquote>这是通过合作模式实现的，该模式使该公司能够以相对较低的成本在全球范围内扩展其产品。因此，从历史市销率指标来看，ServiceNow 与 Atlassian 相比被低估 100% 是没有意义的。在这种情况下，仅考虑30倍的倍数，我获得了788-800美元（30/24.72 x 650）的目标价，基于当前的股价。</blockquote></p><p> However, after high COVID gains, do expect some volatility due to inflationary pressures and a high probability of a Freshworks IPO this year.</p><p><blockquote>然而，在新冠疫情大幅上涨之后，由于通胀压力和今年 Freshworks IPO 的高概率，预计会出现一些波动。</blockquote></p><p> Finally, as the world shifts to hybrid work, people need tools that streamline daily tasks and maintain them in the flow of their work. Having realized this earlier on, ServiceNow focuses on delivering services in a way that customers see the value, while at the same time, ensuring that the partner becomes a multiplying force for its products.</p><p><blockquote>最后，随着世界转向混合工作，人们需要工具来简化日常任务并将其保持在工作流程中。ServiceNow很早就意识到了这一点，因此专注于以客户看到价值的方式提供服务，同时确保合作伙伴成为其产品的倍增力量。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/article/4456215-the-reasons-why-servicenow-deserves-higher-valuations\">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":{"NOW":"ServiceNow"},"source_url":"https://seekingalpha.com/article/4456215-the-reasons-why-servicenow-deserves-higher-valuations","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1104395691","content_text":"Summary\n\nServiceNow's IT services management tools help organizations manage the consumption of information technology services.\nThe company operates in a highly competitive market.\nHigh growth with marketing expenses growing to a lesser degree shows that the company has been able to extend its services using collaborative apps development with partners.\nIts ability to expand partnership agreements, as with Microsoft, means more growth at relatively lower costs.\nThe stock remains undervalued compared to a peer, but do expect volatility as FreshWorks launches its IPO in its quest to benefit from the rise of post-pandemic hybrid work.\n\nSundry Photography/iStock Editorial via Getty Images\nAfter having known a sustained upside during the last three years, ServiceNow (NOW) currently trades at trailing price to sales multiples of about 25x or 468% above the IT sector.\nData by YCharts\nThis is a level that is difficult to justify unless the stock presents some specifics which not only justify its high valuations but also show that it is among a handful of software pure plays which have the capacity to generate far higher growth levels.\nFor those who are new to the stock, the company's IT services management (ITSM) tools help organizations manage the consumption of IT services. These tools are most heavily used by information technology service desks and service delivery functions.\nFor this purpose, ServiceNow has one of the richest ecosystems of third-party application integrations and works closely with partners.\nThe partnership model\nA few days back, on September 16, Microsoft (NASDAQ:MSFT) announced a new collaborative app from ServiceNow for bringing employee experiences within Microsoft Teams.\nThe Teams collaborative app introduced by ServiceNow for its Employee Center provides employees with a single portal to find information and make service requests directly in the flow of their work in Teams.\nSource: servicenow.com\nWhile this development by ServiceNow can be classified as just another collaborative app, which is integrated with Microsoft’s software, there is more. Looking from an angle, ServiceNow appears to have taken more of a central role, by embedding its Employee Center at the very core of Microsoft’s apps distribution architecture.\nAlong the same lines, Teams, Microsoft's communication platform offering workspace chat and videoconferencing can be envisioned as the transport medium through which ServiceNow is able to make its app available to a wider audience. Additionally, the ITSM company is doing it in such a way so as to improve user satisfaction and business outcomes.\nLooking in the rear mirror, ServiceNow was already integrated with Teams through a Direct integration profile, but this involved some manual steps. It was the same with Zoom (NASDAQ:ZM). It also has such integrations with Oracle (ORCL), SAP SE (SAP), and many others.\nThus, the new development represents an expansion of ServiceNow's agreement with Microsoft.\nThink aloud, while it is Microsoft that is publicizing the development in its online services-oriented LinkedIn platform, it appears to be more beneficial to ServiceNow. Now, \"publicize\" reminds us of marketing hours spent by product experts in creating awareness about a corporation's product and services, especially the latest capabilities. In this respect, having Microsoft do the work as part of advertising its Team collaborative software is a boon to ServiceNow.\nIt is partly through this way that it has been able to grow revenues much faster, by 145% over three years, whereas SG&A, which comprises sales and marketing expenses have increased by only 109%.\nData by YCharts\nInvestigating further, partners are absolutely critical to continued growth by ServiceNow, as per the organization’s Chief Customer and Partner Officer,Lara Caimi. She says that partners are “critical in terms of achieving what the organization wants to do”. For ServiceNow, partners also play a really important role in bringing the company \"into new C-suite conversations that maybe it was not part of before\". More important, partners drive \"90% of their implementation”.\nTo be realistic, while partnerships do help ServiceNow in selling more, there are also secular trends like digital transformation. However, ITSM remains a highly competitive field.\nThe competition\nGartner's 2021 Magic Quadrant for the ISTM market clearly shows the dominant position of ServiceNow, and this has been the case for the last many years. It is followed by BMC and its Helix ITSM offering. Then, there is also Ivanti, which was born from the merger of LanDesk and Heat Software in 2017.\nOne challenger is Freshworks (FRSH), whose IPO is pending, with Atlassian (NASDAQ:TEAM) being in the Gartner's visionaries quadrant. Looking further, International Business Machines (IBM) which used to form the rear two years back no longer forms part of Gartner's top list.\nThis shows the highly dynamic nature of the competition and Freshworks, which surpassed $300 million in annual recurring revenue (\"ARR\"),growing its business by 40% year-over-year in 2020, builds on its Neo customer data aggregation platform. It has closed two strategic acquisitions and expanded organically as well, with the next major goal being to reach $1 billion in ARR. Freshworks has also complemented its offerings by acquiring AnsweriQ, a provider of AI machine learning for larger enterprises.\nOne noteworthy point is that in 2020, the company unveiled Freshworks CRM. While this is a single platform solution that has a lot of merits, it also helps to shed light on ServiceNow's competitive strategy. In this respect, the ITSM play does not want to compete with companies like Salesforce (CRM) or Workday (WDAY) which excel in Customer Relationship Management and Human Resources respectively. Rather, it aims to work with them as partners, in extending their more department-focused products across the whole enterprise through the provision of third-party apps. These enable cross-functional processes.\nThe ITSM space has taken more importance recently, with the IT department prioritizing centralizing resource management for simplification purposes and to promote cost rationalization. At the same time, stakeholders had to adapt to the transformative changes brought by SaaS (Software as a Service), with all players having made the move to the cloud, but at various degrees of success.\nIn this context, the widening gap between BMC and ServiceNow's in Gartner's Magic Quadrant from 2019 to 2021 shows that the latter has been able to rapidly shift from an in-house deployment model to a SaaS one. This \"successful transition\" is confirmed by the ACV (annual contract value) steadily moving higher as more revenues are derived from monthly subscriptions.\nSource: Company presentation in Seeking Alpha\nAccording to Gartner, ServiceNow scores better ratings, with much more reviewers willing to recommend it compared to BMC. It scores better for Ease of Deployment, User Experience, and of course, Ease of Integration.\nConsequently, benefiting from better technical specifications, ServiceNow's second-quarter subscription billing was $1.328 billion, and for Q3-2021, the expected amount is between $1.4 billion and $1.405 billion, representing not only sequential growth but also 28% to 29% year-over-year growth.\nValuations and key takeaways\nWith one of the richest ecosystems in terms of third-party application integration, ServiceNow has also invested heavily in AI by acquiring the cognitive search capabilities of Attivioin 2019, followed by Passage AI to advance its deep learning capabilities in 2020.\nContinuing with the momentum, with the acquisition of Element AI, ServiceNow has announced plans to create an AI innovation hub in Canada to “accelerate customer-focused AI innovation” on the company’s Now platform.\nAt the same time, the management remains prudent in its acquisition strategy in order \"not to land in spaces\" already occupied by its partners, which would result in competition. Taking as example RPAs or Robotic Process Automation, currently, a hot M&A topic, the President and Chief Executive Officer, Bill McDermott recently mentioned that:\n\n You shouldn’t expect us to make acquisitions in that space, but you should expect us to build our functionality and our capabilities, but also be an open and willing partner for the customers because it’s really about solving their problems.\"\n\nTherefore, ServiceNow should not acquire RPA capabilities, but one can expect it to develop third-party apps around the robotic automation ecosystem, thereby penetrating deeper into corporate processes.\nInvestigating further, developing advanced product integrations comes at a cost, as is evidenced by ServiceNow's lower gross margins compared to peer Atlassian. This signifies that its developers have to spend more time tweaking the platform in order to make sure that their software codes are integrated with partners.\nSource: Seeking Alpha\nStill, relatively lower operating expenses have enabled ServiceNow to generate EBIT margins of 4.54%, not far behind its peer.\nThis has been made possible through a partnership model which enables the company to expand its product globally, and at a relatively lower cost. Hence, looking at the trailing price to sales metric, ServiceNow's undervaluation by 100% compared to Atlassian does not make sense. In this case, just considering 30x multiples, I obtain a target price of $788-800 (30/24.72 x 650), based on the current share price.\nHowever, after high COVID gains, do expect some volatility due to inflationary pressures and a high probability of a Freshworks IPO this year.\nFinally, as the world shifts to hybrid work, people need tools that streamline daily tasks and maintain them in the flow of their work. Having realized this earlier on, ServiceNow focuses on delivering services in a way that customers see the value, while at the same time, ensuring that the partner becomes a multiplying force for its products.","news_type":1,"symbols_score_info":{"NOW":0.9}},"isVote":1,"tweetType":1,"viewCount":2076,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":885736449,"gmtCreate":1631833500981,"gmtModify":1631890093343,"author":{"id":"3578208127574897","authorId":"3578208127574897","name":"ckpham8122","avatar":"https://static.tigerbbs.com/41496b699f9fc3e0075bbf3f4ba67320","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578208127574897","authorIdStr":"3578208127574897"},"themes":[],"title":"","htmlText":"Latest","listText":"Latest","text":"Latest","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/885736449","repostId":"1169233466","repostType":4,"repost":{"id":"1169233466","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1631804939,"share":"https://www.laohunote.com/m/news/1169233466?lang=zh_CN&edition=full","pubTime":"2021-09-16 23:08","market":"us","language":"en","title":"Beyond Meat stock dropped nearly 5% in morning trading<blockquote>Beyond Meat股价早盘下跌近 5%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1169233466","media":"Tiger Newspress","summary":"Beyond Meat stock dropped nearly 5% in morning trading after Piper Sandler downgraded the company to","content":"<p>Beyond Meat stock dropped nearly 5% in morning trading&nbsp;after Piper Sandler&nbsp;downgraded&nbsp;the company to an underweight rating.</p><p><blockquote>Piper Sandler 将Beyond Meat评级下调至跑输大盘评级后，该公司股价在早盘交易中下跌近 5%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/58f2b15e1f14a11787379dd95a4d8eb6\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> Shares of Beyond Meat Inc. took a hit Thursday, after Piper Sandler analyst Michael Lavery turned bearish on the plant-based meat company, citing a weaker growth outlook and concern the outlook for foodservice sales may be overly optimistic.</p><p><blockquote>Piper Sandler 分析师 Michael Lavery 转而看跌这家植物性肉类公司，理由是增长前景疲软，并担心餐饮服务销售前景可能过于乐观，该公司股价周四遭受打击。</blockquote></p><p> Lavery downgraded the stock to underweight, after being at neutral for the past eight months. He cut his price target to $95, which is 14% below Wednesday's closing price, from $120.</p><p><blockquote>Lavery 在过去八个月中性后，将该股评级下调至跑输大盘。他将目标价从 120 美元下调至 95 美元，比周三收盘价低 14%。</blockquote></p><p> \"Beyond is an early leader in plant-based meat, but we believe its current all-channel retail momentum lags consensus expectations, and our foodservice estimates may be high, too,\" Lavery wrote in a note to clients.</p><p><blockquote>Lavery 在给客户的一份报告中写道：“Beyond 是植物性肉类领域的早期领导者，但我们相信其目前的全渠道零售势头落后于普遍预期，而且我们对餐饮服务的预期也可能很高。”</blockquote></p><p> He estimates that the company's U.S. retail sales fell by about 10% in the third quarter, with multi-outlet with convenience store channel sales down 8% and natural channel sales down 27%.</p><p><blockquote>他估计，该公司第三季度美国零售额下降了约10%，其中多门店和便利店渠道销售额下降了8%，自然渠道销售额下降了27%。</blockquote></p><p> \"Beyond's retail sales declines are worse than all of its food peers in our coverage besides B&amp;G Foods,\" Lavery wrote. He rates B&amp;G&nbsp;at neutral.</p><p><blockquote>拉弗里写道：“Beyond 的零售额下降幅度比我们报道的除 B&amp;G Foods 之外的所有食品同行都要严重。”他将 B&amp;G 评级为中性。</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>Beyond Meat stock dropped nearly 5% in morning trading<blockquote>Beyond Meat股价早盘下跌近 5%</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\">\nBeyond Meat stock dropped nearly 5% in morning trading<blockquote>Beyond Meat股价早盘下跌近 5%</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\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\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-09-16 23:08</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Beyond Meat stock dropped nearly 5% in morning trading&nbsp;after Piper Sandler&nbsp;downgraded&nbsp;the company to an underweight rating.</p><p><blockquote>Piper Sandler 将Beyond Meat评级下调至跑输大盘评级后，该公司股价在早盘交易中下跌近 5%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/58f2b15e1f14a11787379dd95a4d8eb6\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> Shares of Beyond Meat Inc. took a hit Thursday, after Piper Sandler analyst Michael Lavery turned bearish on the plant-based meat company, citing a weaker growth outlook and concern the outlook for foodservice sales may be overly optimistic.</p><p><blockquote>Piper Sandler 分析师 Michael Lavery 转而看跌这家植物性肉类公司，理由是增长前景疲软，并担心餐饮服务销售前景可能过于乐观，该公司股价周四遭受打击。</blockquote></p><p> Lavery downgraded the stock to underweight, after being at neutral for the past eight months. He cut his price target to $95, which is 14% below Wednesday's closing price, from $120.</p><p><blockquote>Lavery 在过去八个月中性后，将该股评级下调至跑输大盘。他将目标价从 120 美元下调至 95 美元，比周三收盘价低 14%。</blockquote></p><p> \"Beyond is an early leader in plant-based meat, but we believe its current all-channel retail momentum lags consensus expectations, and our foodservice estimates may be high, too,\" Lavery wrote in a note to clients.</p><p><blockquote>Lavery 在给客户的一份报告中写道：“Beyond 是植物性肉类领域的早期领导者，但我们相信其目前的全渠道零售势头落后于普遍预期，而且我们对餐饮服务的预期也可能很高。”</blockquote></p><p> He estimates that the company's U.S. retail sales fell by about 10% in the third quarter, with multi-outlet with convenience store channel sales down 8% and natural channel sales down 27%.</p><p><blockquote>他估计，该公司第三季度美国零售额下降了约10%，其中多门店和便利店渠道销售额下降了8%，自然渠道销售额下降了27%。</blockquote></p><p> \"Beyond's retail sales declines are worse than all of its food peers in our coverage besides B&amp;G Foods,\" Lavery wrote. He rates B&amp;G&nbsp;at neutral.</p><p><blockquote>拉弗里写道：“Beyond 的零售额下降幅度比我们报道的除 B&amp;G Foods 之外的所有食品同行都要严重。”他将 B&amp;G 评级为中性。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BYND":"Beyond Meat, Inc."},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1169233466","content_text":"Beyond Meat stock dropped nearly 5% in morning trading after Piper Sandler downgraded the company to an underweight rating.\n\nShares of Beyond Meat Inc. took a hit Thursday, after Piper Sandler analyst Michael Lavery turned bearish on the plant-based meat company, citing a weaker growth outlook and concern the outlook for foodservice sales may be overly optimistic.\nLavery downgraded the stock to underweight, after being at neutral for the past eight months. He cut his price target to $95, which is 14% below Wednesday's closing price, from $120.\n\"Beyond is an early leader in plant-based meat, but we believe its current all-channel retail momentum lags consensus expectations, and our foodservice estimates may be high, too,\" Lavery wrote in a note to clients.\nHe estimates that the company's U.S. retail sales fell by about 10% in the third quarter, with multi-outlet with convenience store channel sales down 8% and natural channel sales down 27%.\n\"Beyond's retail sales declines are worse than all of its food peers in our coverage besides B&G Foods,\" Lavery wrote. He rates B&G at neutral.","news_type":1,"symbols_score_info":{"BYND":0.9}},"isVote":1,"tweetType":1,"viewCount":2091,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":881886717,"gmtCreate":1631323815839,"gmtModify":1631890093357,"author":{"id":"3578208127574897","authorId":"3578208127574897","name":"ckpham8122","avatar":"https://static.tigerbbs.com/41496b699f9fc3e0075bbf3f4ba67320","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578208127574897","authorIdStr":"3578208127574897"},"themes":[],"title":"","htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/881886717","repostId":"2166711943","repostType":4,"isVote":1,"tweetType":1,"viewCount":2713,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":880546210,"gmtCreate":1631067694130,"gmtModify":1631890093366,"author":{"id":"3578208127574897","authorId":"3578208127574897","name":"ckpham8122","avatar":"https://static.tigerbbs.com/41496b699f9fc3e0075bbf3f4ba67320","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578208127574897","authorIdStr":"3578208127574897"},"themes":[],"title":"","htmlText":"Latest","listText":"Latest","text":"Latest","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/880546210","repostId":"2165350503","repostType":4,"isVote":1,"tweetType":1,"viewCount":3600,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":817578448,"gmtCreate":1630977862584,"gmtModify":1631890093379,"author":{"id":"3578208127574897","authorId":"3578208127574897","name":"ckpham8122","avatar":"https://static.tigerbbs.com/41496b699f9fc3e0075bbf3f4ba67320","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578208127574897","authorIdStr":"3578208127574897"},"themes":[],"title":"","htmlText":"Latest","listText":"Latest","text":"Latest","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/817578448","repostId":"1111718235","repostType":4,"isVote":1,"tweetType":1,"viewCount":2403,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":814874587,"gmtCreate":1630809264849,"gmtModify":1631890093388,"author":{"id":"3578208127574897","authorId":"3578208127574897","name":"ckpham8122","avatar":"https://static.tigerbbs.com/41496b699f9fc3e0075bbf3f4ba67320","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578208127574897","authorIdStr":"3578208127574897"},"themes":[],"title":"","htmlText":"Latest","listText":"Latest","text":"Latest","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/814874587","repostId":"1186003479","repostType":4,"isVote":1,"tweetType":1,"viewCount":2567,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":814029697,"gmtCreate":1630729569519,"gmtModify":1631890093403,"author":{"id":"3578208127574897","authorId":"3578208127574897","name":"ckpham8122","avatar":"https://static.tigerbbs.com/41496b699f9fc3e0075bbf3f4ba67320","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578208127574897","authorIdStr":"3578208127574897"},"themes":[],"title":"","htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/814029697","repostId":"2164803577","repostType":4,"isVote":1,"tweetType":1,"viewCount":2701,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":811257618,"gmtCreate":1630329584434,"gmtModify":1704958520063,"author":{"id":"3578208127574897","authorId":"3578208127574897","name":"ckpham8122","avatar":"https://static.tigerbbs.com/41496b699f9fc3e0075bbf3f4ba67320","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578208127574897","authorIdStr":"3578208127574897"},"themes":[],"title":"","htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/811257618","repostId":"1186152087","repostType":4,"repost":{"id":"1186152087","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1630325323,"share":"https://www.laohunote.com/m/news/1186152087?lang=zh_CN&edition=full","pubTime":"2021-08-30 20:08","market":"us","language":"en","title":"Toplines Before US Market Open on Monday<blockquote>周一美国市场开盘前的顶线</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1186152087","media":"Tiger Newspress","summary":"Futures tracking the S&P 500 and Nasdaq hit all-time highs on Monday as dovish remarks from the Fede","content":"<p>Futures tracking the S&amp;P 500 and Nasdaq hit all-time highs on Monday as dovish remarks from the Federal Reserve last week bolstered optimism in an economic rebound and eased fears of a sudden tapering in monetary stimulus.</p><p><blockquote>追踪标普500和纳斯达克的期货周一创下历史新高，美联储上周的鸽派言论提振了人们对经济反弹的乐观情绪，并缓解了人们对货币刺激措施突然缩减的担忧。</blockquote></p><p> At 8:05 a.m. ET, Dow E-minis were up 15 points, or 0.04%, S&amp;P 500 E-minis were up 3.75 points, or 0.08% and Nasdaq 100 E-minis were up 16 points, or 0.1%.</p><p><blockquote>美国东部时间上午 8:05，道琼斯电子迷你指数上涨 15 点，涨幅 0.04%，标普500电子迷你指数上涨 3.75 点，涨幅 0.08%，纳斯达克 100 电子迷你指数上涨 16 点，涨幅 0.1%。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/27c0e01c1d14fc693b68c610d2bd0336\" tg-width=\"986\" tg-height=\"325\" width=\"100%\" height=\"auto\"><span>*Source From Tiger Trade, EST 08:05</span></p><p><blockquote><p class=\"t-img-caption\"><span>*资料来源：Tiger Trade，美国东部时间 08:05</span></p></blockquote></p><p> Wall Street's main indexes have consistently hit record highs this month, putting the benchmark index(.SPX)on course for its seventh monthly gain in a row, even as U.S. economic growth showed signs of slowing and rising cases of the Delta variant raised fears of more lockdowns.</p><p><blockquote>华尔街主要股指本月持续创下历史新高，使基准指数（.SPX）有望连续第七个月上涨，尽管美国经济增长显示出放缓的迹象，德尔塔变异毒株病例上升引发了人们对更多封锁的担忧。</blockquote></p><p> Fed Chair Jerome Powell on Friday reaffirmed a steady economic recovery and explained why there was no rush to tighten policy as the central bank tries to nurse the economy to full employment.</p><p><blockquote>美联储主席杰罗姆·鲍威尔周五重申了经济稳定复苏，并解释了为什么在央行试图促进经济充分就业之际，不急于收紧政策。</blockquote></p><p> All eyes this week will be on the Labor Department's monthly jobs report, which could set the stage for the Fed's Sept. 21-22 policy meeting.</p><p><blockquote>本周所有的目光都将集中在劳工部的月度就业报告上，该报告可能会为美联储9月21日至22日的政策会议奠定基础。</blockquote></p><p> <b>Stocks making the biggest moves in the premarket:</b></p><p><blockquote><b>盘前涨幅最大的股票：</b></blockquote></p><p> <a href=\"https://laohu8.com/S/AFRM\">Affirm Holdings, Inc.</a> – Affirm rocketed 41.2% in premarket trading after the digital payments specialistannounced a partnershipwithAmazon.com(AMZN) that will allow Amazon customers to pay over time for purchases of $50 or more.</p><p><blockquote><a href=\"https://laohu8.com/S/AFRM\">肯定控股公司。</a>– 在数字支付专家 Affirm 宣布与 Amazon.com (AMZN) 建立合作伙伴关系后，Affirm 在盘前交易中飙升 41.2%，该合作伙伴将允许亚马逊客户分期付款购买 50 美元或以上。</blockquote></p><p> <a href=\"https://laohu8.com/S/MRNA\">Moderna, Inc.</a> – Moderna fell 2.7% in the premarket after 1 million more Covid-19 vaccine doses were pulled from circulation in Japan on contamination concerns. An initial withdrawal of 1.63 million doses had taken place last week after foreign substances were found in some batches, with contamination now linked to two deaths. Spain’s Rovi, which bottles the vaccines for markets outside the U.S., said it is investigating the issue.</p><p><blockquote><a href=\"https://laohu8.com/S/MRNA\">现代公司。</a>– 由于污染问题，日本又有 100 万剂 Covid-19 疫苗被撤出流通，Moderna 在盘前下跌 2.7%。上周在一些批次中发现异物后，最初撤回了 163 万剂疫苗，目前污染已导致两人死亡。西班牙的 Rovi 公司为美国以外的市场装瓶疫苗，该公司表示正在调查这一问题。</blockquote></p><p> <a href=\"https://laohu8.com/S/GSAT\">Globalstar</a> – The satellite services provider soared 41.3% higher in premarket action following a report in AppleInsider that the iPhone 13 will have the ability to utilize satellite communications.</p><p><blockquote><a href=\"https://laohu8.com/S/GSAT\">环球之星</a>– 在 AppleInsider 报道称 iPhone 13 将能够利用卫星通信后，这家卫星服务提供商在盘前股价飙升 41.3%。</blockquote></p><p> <a href=\"https://laohu8.com/S/LI\">Li Auto</a> – Li Auto reported a smaller-than-expected loss and revenue that exceeded analysts’ forecasts for its latest quarter. The China-based electric vehicle maker also said it delivered 17,575 vehicles during the quarter, a 166% increase over a year earlier. Li Auto shares gained 2.3% in premarket trading.</p><p><blockquote><a href=\"https://laohu8.com/S/LI\">理想汽车</a>- 理想汽车公布的最新一个季度亏损和营收均低于预期，超出了分析师的预期。这家中国电动汽车制造商还表示，本季度交付了 17,575 辆汽车，同比增长 166%。理想汽车股价在盘前交易中上涨 2.3%。</blockquote></p><p> <a href=\"https://laohu8.com/S/HRC\">Hill-Rom</a> – Hill-Rom is in advanced talks to be acquired by health-care products makerBaxter International(BAX), according to people familiar with the matter who spoke to The Wall Street Journal. The potential deal for the medical equipment maker is about $10 billion or $150 per share, compared to Hill-Rom’s Friday close of $132.90. Hill-Rom rallied 8.7% in the premarket.</p><p><blockquote><a href=\"https://laohu8.com/S/HRC\">希尔-罗马</a>– 据知情人士向《华尔街日报》透露，Hill-Rom 正在就被保健品制造商百特国际 (BAX) 收购进行深入谈判。这家医疗设备制造商的潜在交易价格约为 100 亿美元，即每股 150 美元，而 Hill-Rom 周五收盘价为 132.90 美元。Hill-Rom 盘前上涨 8.7%。</blockquote></p><p> <a href=\"https://laohu8.com/S/WEBR\">Weber Inc.</a> – The grill maker, which went public earlier this month, is up 3.8% in premarket trading after Goldman Sachs initiated coverage with a “buy” rating and J.P. Morgan Securities rated the stock “overweight.” The firms cited Weber’s leading position in the global market as well as pricing power.</p><p><blockquote><a href=\"https://laohu8.com/S/WEBR\">韦伯公司。</a>- 这家本月早些时候上市的烧烤制造商在盘前交易中上涨了 3.8%，此前高盛（Goldman Sachs）给予该股 “买入 ”评级，摩根大通证券（J.P. Morgan Securities）给予该股 “跑赢大盘 ”评级。这些公司列举了韦伯在全球市场的领先地位以及定价权。</blockquote></p><p> <a href=\"https://laohu8.com/S/LEVI\">Levi Strauss &amp; Co</a> – The apparel maker’s shares rose 1% in the premarket after Wells Fargo initiated coverage with an “overweight rating.” Wells Fargo points to a consensus that a new denim cycle has taken hold, and the company’s position as one of the higher quality global brands.</p><p><blockquote><a href=\"https://laohu8.com/S/LEVI\">李维斯公司</a>- 在富国银行启动 “跑赢大盘评级 ”后，这家服装制造商的股价在盘前上涨了 1%。富国银行指出，新的牛仔布周期已经到来，这是一个共识，也是该公司作为全球高品质品牌之一的地位。</blockquote></p><p> <a href=\"https://laohu8.com/S/CTLT\">Catalent</a> – The contract drug manufacturer struck a deal to buy nutritional supplement maker Bettera from private-equity firm Highlander partners for $1 billion. Separately, Catalent reported better-than-expected earnings and revenue for its fiscal fourth quarter, and the stock jumped 2.2% in the premarket.</p><p><blockquote><a href=\"https://laohu8.com/S/CTLT\">卡塔伦特</a>– 这家合同药制造商达成协议，以 10 亿美元从私募股权公司 Highlander partners 手中收购营养补充剂制造商 Bettera。另外，Catalent 公布的第四财季盈利和收入好于预期，该股在盘前上涨 2.2%。</blockquote></p><p> <a href=\"https://laohu8.com/S/SPRT\">Support.com</a> – Support.com surged 46.2% in the premarket after the provider of technical support saw its stock rise for the past seven sessions in a row and jump 223% over that stretch. There has been no news of significance from the company over that stretch.</p><p><blockquote><a href=\"https://laohu8.com/S/SPRT\">支持网</a>– 技术支持提供商 Support.com 的股价在过去七个交易日连续上涨，并在此期间上涨了 223%，盘前股价飙升 46.2%。在此期间，该公司没有发布任何重大消息。</blockquote></p><p> <a href=\"https://laohu8.com/S/GNRC\">Generac</a> – Generac remains on watch after rising for the past eight sessions in a row, with the maker of backup generators benefiting from demand increases stemming from weather-related disruptions. The stock has jumped 12.1% during the win streak.</p><p><blockquote><a href=\"https://laohu8.com/S/GNRC\">通用</a>– Generac 在过去连续八个交易日上涨后仍受到关注，这家备用发电机制造商受益于天气相关中断带来的需求增加。该股在连胜期间上涨了 12.1%。</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>Toplines Before US Market Open on Monday<blockquote>周一美国市场开盘前的顶线</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\">\nToplines Before US Market Open on Monday<blockquote>周一美国市场开盘前的顶线</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\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\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-08-30 20:08</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Futures tracking the S&amp;P 500 and Nasdaq hit all-time highs on Monday as dovish remarks from the Federal Reserve last week bolstered optimism in an economic rebound and eased fears of a sudden tapering in monetary stimulus.</p><p><blockquote>追踪标普500和纳斯达克的期货周一创下历史新高，美联储上周的鸽派言论提振了人们对经济反弹的乐观情绪，并缓解了人们对货币刺激措施突然缩减的担忧。</blockquote></p><p> At 8:05 a.m. ET, Dow E-minis were up 15 points, or 0.04%, S&amp;P 500 E-minis were up 3.75 points, or 0.08% and Nasdaq 100 E-minis were up 16 points, or 0.1%.</p><p><blockquote>美国东部时间上午 8:05，道琼斯电子迷你指数上涨 15 点，涨幅 0.04%，标普500电子迷你指数上涨 3.75 点，涨幅 0.08%，纳斯达克 100 电子迷你指数上涨 16 点，涨幅 0.1%。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/27c0e01c1d14fc693b68c610d2bd0336\" tg-width=\"986\" tg-height=\"325\" width=\"100%\" height=\"auto\"><span>*Source From Tiger Trade, EST 08:05</span></p><p><blockquote><p class=\"t-img-caption\"><span>*资料来源：Tiger Trade，美国东部时间 08:05</span></p></blockquote></p><p> Wall Street's main indexes have consistently hit record highs this month, putting the benchmark index(.SPX)on course for its seventh monthly gain in a row, even as U.S. economic growth showed signs of slowing and rising cases of the Delta variant raised fears of more lockdowns.</p><p><blockquote>华尔街主要股指本月持续创下历史新高，使基准指数（.SPX）有望连续第七个月上涨，尽管美国经济增长显示出放缓的迹象，德尔塔变异毒株病例上升引发了人们对更多封锁的担忧。</blockquote></p><p> Fed Chair Jerome Powell on Friday reaffirmed a steady economic recovery and explained why there was no rush to tighten policy as the central bank tries to nurse the economy to full employment.</p><p><blockquote>美联储主席杰罗姆·鲍威尔周五重申了经济稳定复苏，并解释了为什么在央行试图促进经济充分就业之际，不急于收紧政策。</blockquote></p><p> All eyes this week will be on the Labor Department's monthly jobs report, which could set the stage for the Fed's Sept. 21-22 policy meeting.</p><p><blockquote>本周所有的目光都将集中在劳工部的月度就业报告上，该报告可能会为美联储9月21日至22日的政策会议奠定基础。</blockquote></p><p> <b>Stocks making the biggest moves in the premarket:</b></p><p><blockquote><b>盘前涨幅最大的股票：</b></blockquote></p><p> <a href=\"https://laohu8.com/S/AFRM\">Affirm Holdings, Inc.</a> – Affirm rocketed 41.2% in premarket trading after the digital payments specialistannounced a partnershipwithAmazon.com(AMZN) that will allow Amazon customers to pay over time for purchases of $50 or more.</p><p><blockquote><a href=\"https://laohu8.com/S/AFRM\">肯定控股公司。</a>– 在数字支付专家 Affirm 宣布与 Amazon.com (AMZN) 建立合作伙伴关系后，Affirm 在盘前交易中飙升 41.2%，该合作伙伴将允许亚马逊客户分期付款购买 50 美元或以上。</blockquote></p><p> <a href=\"https://laohu8.com/S/MRNA\">Moderna, Inc.</a> – Moderna fell 2.7% in the premarket after 1 million more Covid-19 vaccine doses were pulled from circulation in Japan on contamination concerns. An initial withdrawal of 1.63 million doses had taken place last week after foreign substances were found in some batches, with contamination now linked to two deaths. Spain’s Rovi, which bottles the vaccines for markets outside the U.S., said it is investigating the issue.</p><p><blockquote><a href=\"https://laohu8.com/S/MRNA\">现代公司。</a>– 由于污染问题，日本又有 100 万剂 Covid-19 疫苗被撤出流通，Moderna 在盘前下跌 2.7%。上周在一些批次中发现异物后，最初撤回了 163 万剂疫苗，目前污染已导致两人死亡。西班牙的 Rovi 公司为美国以外的市场装瓶疫苗，该公司表示正在调查这一问题。</blockquote></p><p> <a href=\"https://laohu8.com/S/GSAT\">Globalstar</a> – The satellite services provider soared 41.3% higher in premarket action following a report in AppleInsider that the iPhone 13 will have the ability to utilize satellite communications.</p><p><blockquote><a href=\"https://laohu8.com/S/GSAT\">环球之星</a>– 在 AppleInsider 报道称 iPhone 13 将能够利用卫星通信后，这家卫星服务提供商在盘前股价飙升 41.3%。</blockquote></p><p> <a href=\"https://laohu8.com/S/LI\">Li Auto</a> – Li Auto reported a smaller-than-expected loss and revenue that exceeded analysts’ forecasts for its latest quarter. The China-based electric vehicle maker also said it delivered 17,575 vehicles during the quarter, a 166% increase over a year earlier. Li Auto shares gained 2.3% in premarket trading.</p><p><blockquote><a href=\"https://laohu8.com/S/LI\">理想汽车</a>- 理想汽车公布的最新一个季度亏损和营收均低于预期，超出了分析师的预期。这家中国电动汽车制造商还表示，本季度交付了 17,575 辆汽车，同比增长 166%。理想汽车股价在盘前交易中上涨 2.3%。</blockquote></p><p> <a href=\"https://laohu8.com/S/HRC\">Hill-Rom</a> – Hill-Rom is in advanced talks to be acquired by health-care products makerBaxter International(BAX), according to people familiar with the matter who spoke to The Wall Street Journal. The potential deal for the medical equipment maker is about $10 billion or $150 per share, compared to Hill-Rom’s Friday close of $132.90. Hill-Rom rallied 8.7% in the premarket.</p><p><blockquote><a href=\"https://laohu8.com/S/HRC\">希尔-罗马</a>– 据知情人士向《华尔街日报》透露，Hill-Rom 正在就被保健品制造商百特国际 (BAX) 收购进行深入谈判。这家医疗设备制造商的潜在交易价格约为 100 亿美元，即每股 150 美元，而 Hill-Rom 周五收盘价为 132.90 美元。Hill-Rom 盘前上涨 8.7%。</blockquote></p><p> <a href=\"https://laohu8.com/S/WEBR\">Weber Inc.</a> – The grill maker, which went public earlier this month, is up 3.8% in premarket trading after Goldman Sachs initiated coverage with a “buy” rating and J.P. Morgan Securities rated the stock “overweight.” The firms cited Weber’s leading position in the global market as well as pricing power.</p><p><blockquote><a href=\"https://laohu8.com/S/WEBR\">韦伯公司。</a>- 这家本月早些时候上市的烧烤制造商在盘前交易中上涨了 3.8%，此前高盛（Goldman Sachs）给予该股 “买入 ”评级，摩根大通证券（J.P. Morgan Securities）给予该股 “跑赢大盘 ”评级。这些公司列举了韦伯在全球市场的领先地位以及定价权。</blockquote></p><p> <a href=\"https://laohu8.com/S/LEVI\">Levi Strauss &amp; Co</a> – The apparel maker’s shares rose 1% in the premarket after Wells Fargo initiated coverage with an “overweight rating.” Wells Fargo points to a consensus that a new denim cycle has taken hold, and the company’s position as one of the higher quality global brands.</p><p><blockquote><a href=\"https://laohu8.com/S/LEVI\">李维斯公司</a>- 在富国银行启动 “跑赢大盘评级 ”后，这家服装制造商的股价在盘前上涨了 1%。富国银行指出，新的牛仔布周期已经到来，这是一个共识，也是该公司作为全球高品质品牌之一的地位。</blockquote></p><p> <a href=\"https://laohu8.com/S/CTLT\">Catalent</a> – The contract drug manufacturer struck a deal to buy nutritional supplement maker Bettera from private-equity firm Highlander partners for $1 billion. Separately, Catalent reported better-than-expected earnings and revenue for its fiscal fourth quarter, and the stock jumped 2.2% in the premarket.</p><p><blockquote><a href=\"https://laohu8.com/S/CTLT\">卡塔伦特</a>– 这家合同药制造商达成协议，以 10 亿美元从私募股权公司 Highlander partners 手中收购营养补充剂制造商 Bettera。另外，Catalent 公布的第四财季盈利和收入好于预期，该股在盘前上涨 2.2%。</blockquote></p><p> <a href=\"https://laohu8.com/S/SPRT\">Support.com</a> – Support.com surged 46.2% in the premarket after the provider of technical support saw its stock rise for the past seven sessions in a row and jump 223% over that stretch. There has been no news of significance from the company over that stretch.</p><p><blockquote><a href=\"https://laohu8.com/S/SPRT\">支持网</a>– 技术支持提供商 Support.com 的股价在过去七个交易日连续上涨，并在此期间上涨了 223%，盘前股价飙升 46.2%。在此期间，该公司没有发布任何重大消息。</blockquote></p><p> <a href=\"https://laohu8.com/S/GNRC\">Generac</a> – Generac remains on watch after rising for the past eight sessions in a row, with the maker of backup generators benefiting from demand increases stemming from weather-related disruptions. The stock has jumped 12.1% during the win streak.</p><p><blockquote><a href=\"https://laohu8.com/S/GNRC\">通用</a>– Generac 在过去连续八个交易日上涨后仍受到关注，这家备用发电机制造商受益于天气相关中断带来的需求增加。该股在连胜期间上涨了 12.1%。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1186152087","content_text":"Futures tracking the S&P 500 and Nasdaq hit all-time highs on Monday as dovish remarks from the Federal Reserve last week bolstered optimism in an economic rebound and eased fears of a sudden tapering in monetary stimulus.\nAt 8:05 a.m. ET, Dow E-minis were up 15 points, or 0.04%, S&P 500 E-minis were up 3.75 points, or 0.08% and Nasdaq 100 E-minis were up 16 points, or 0.1%.\n*Source From Tiger Trade, EST 08:05\nWall Street's main indexes have consistently hit record highs this month, putting the benchmark index(.SPX)on course for its seventh monthly gain in a row, even as U.S. economic growth showed signs of slowing and rising cases of the Delta variant raised fears of more lockdowns.\nFed Chair Jerome Powell on Friday reaffirmed a steady economic recovery and explained why there was no rush to tighten policy as the central bank tries to nurse the economy to full employment.\nAll eyes this week will be on the Labor Department's monthly jobs report, which could set the stage for the Fed's Sept. 21-22 policy meeting.\nStocks making the biggest moves in the premarket:\nAffirm Holdings, Inc. – Affirm rocketed 41.2% in premarket trading after the digital payments specialistannounced a partnershipwithAmazon.com(AMZN) that will allow Amazon customers to pay over time for purchases of $50 or more.\nModerna, Inc. – Moderna fell 2.7% in the premarket after 1 million more Covid-19 vaccine doses were pulled from circulation in Japan on contamination concerns. An initial withdrawal of 1.63 million doses had taken place last week after foreign substances were found in some batches, with contamination now linked to two deaths. Spain’s Rovi, which bottles the vaccines for markets outside the U.S., said it is investigating the issue.\nGlobalstar – The satellite services provider soared 41.3% higher in premarket action following a report in AppleInsider that the iPhone 13 will have the ability to utilize satellite communications.\nLi Auto – Li Auto reported a smaller-than-expected loss and revenue that exceeded analysts’ forecasts for its latest quarter. The China-based electric vehicle maker also said it delivered 17,575 vehicles during the quarter, a 166% increase over a year earlier. Li Auto shares gained 2.3% in premarket trading.\nHill-Rom – Hill-Rom is in advanced talks to be acquired by health-care products makerBaxter International(BAX), according to people familiar with the matter who spoke to The Wall Street Journal. The potential deal for the medical equipment maker is about $10 billion or $150 per share, compared to Hill-Rom’s Friday close of $132.90. Hill-Rom rallied 8.7% in the premarket.\nWeber Inc. – The grill maker, which went public earlier this month, is up 3.8% in premarket trading after Goldman Sachs initiated coverage with a “buy” rating and J.P. Morgan Securities rated the stock “overweight.” The firms cited Weber’s leading position in the global market as well as pricing power.\nLevi Strauss & Co – The apparel maker’s shares rose 1% in the premarket after Wells Fargo initiated coverage with an “overweight rating.” Wells Fargo points to a consensus that a new denim cycle has taken hold, and the company’s position as one of the higher quality global brands.\nCatalent – The contract drug manufacturer struck a deal to buy nutritional supplement maker Bettera from private-equity firm Highlander partners for $1 billion. Separately, Catalent reported better-than-expected earnings and revenue for its fiscal fourth quarter, and the stock jumped 2.2% in the premarket.\nSupport.com – Support.com surged 46.2% in the premarket after the provider of technical support saw its stock rise for the past seven sessions in a row and jump 223% over that stretch. There has been no news of significance from the company over that stretch.\nGenerac – Generac remains on watch after rising for the past eight sessions in a row, with the maker of backup generators benefiting from demand increases stemming from weather-related disruptions. The stock has jumped 12.1% during the win 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Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga Earnings","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1628992609,"share":"https://www.laohunote.com/m/news/2159215676?lang=zh_CN&edition=full","pubTime":"2021-08-15 09:56","market":"us","language":"en","title":"Why 6 DoorDash Analysts Are Raising Price Targets After Q2 Earnings<blockquote>为什么 6 位 DoorDash 分析师在第二季度收益后上调目标价</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2159215676","media":"Benzinga Earnings","summary":"Analysts share their reactions and new price targets on shares of DoorDash Inc (NYSE: DASH), which reported second-quarter earnings Thursday after market close.","content":"<p>Analysts share their reactions and new price targets on shares of <b>DoorDash Inc</b> (NYSE:DASH), which reported second-quarter earnings Thursday after market close.</p><p><blockquote>分析师分享了他们对股票的反应和新的价格目标<b>DoorDash公司</b>（纽约证券交易所股票代码：DASH）周四收盘后公布了第二季度收益。</blockquote></p><p> <b>The DoorDash Analysts: </b>Barclays analyst Ross Sandler had&nbsp;an Equal Weight rating and raised&nbsp;the price target from $160 to $183.</p><p><blockquote><b>DoorDash 分析师：</b>巴克莱分析师罗斯·桑德勒给予同等权重评级，并将目标价从 160 美元上调至 183 美元。</blockquote></p><p> JMP Securities analyst Ronald V. Josey had&nbsp;a Market Outperform rating and raised&nbsp;the price target from $195 to $210.</p><p><blockquote>JMP Securities 分析师 Ronald V. Josey 给予大盘跑赢大盘评级，并将目标价从 195 美元上调至 210 美元。</blockquote></p><p> Wells Fargo analyst Brian Fitzgerald had&nbsp;an Overweight rating and raised&nbsp;the price target from $215 to $235.</p><p><blockquote>富国银行分析师 Brian Fitzgerald 给予跑赢大盘评级，并将目标价从 215 美元上调至 235 美元。</blockquote></p><p> RBC Capital analyst Brad Erickson had&nbsp;an Outperform rating and raised&nbsp;the price target from $175 to $210.</p><p><blockquote>加拿大皇家银行资本分析师布拉德·埃里克森给予跑赢大盘评级，并将目标价从 175 美元上调至 210 美元。</blockquote></p><p> Mizuho Securities analyst James Lee had&nbsp;a Neutral rating and raised&nbsp;the price target from $155 to $175.</p><p><blockquote>瑞穗证券分析师 James Lee 给予中性评级，并将目标价从 155 美元上调至 175 美元。</blockquote></p><p> Needham analyst Bernie McTernan had&nbsp;a Buy rating and raised&nbsp;the price target from $195 to $230.</p><p><blockquote>Needham 分析师 Bernie McTernan 给予买入评级，并将目标价从 195 美元上调至 230 美元。</blockquote></p><p> <b>The Analyst Takeaways: </b>DoorDash gained three percentage points in market share for the U.S. food delivery share, Josey said. The analyst notes a highly engaged customer based and also highlighted frequency hitting an all-time high in the quarter.</p><p><blockquote><b>分析师要点：</b>乔西说，DoorDash在美国食品配送市场份额中的市场份额增加了三个百分点。该分析师指出，客户参与度很高，并强调本季度的频率创历史新高。</blockquote></p><p> “DashPass subscribers grew more than 2x as fast as non-DashPass MAUs year-over-year,” Josey said.</p><p><blockquote>“Josey 说：”DashPass 用户的同比增长速度是非 DashPass 用户的 2 倍多。</blockquote></p><p> DoorDash management said its order frequency has not reached its peak yet, Fitzgerald added.</p><p><blockquote>菲茨杰拉德补充说，DoorDash 管理层表示，其订单频率尚未达到峰值。</blockquote></p><p> A focus on gross profit dollars and reinvestment in growth initiatives was called out by Erickson in the updated note.</p><p><blockquote>埃里克森在更新后的报告中呼吁关注毛利润和增长计划的再投资。</blockquote></p><p> “On top of beating gross order volume, revenue and EBITDA and raising its FY guide, specific encouraging demand highlights includes 300 bps of U.S. shares gains year-over-year,” Erickson said.</p><p><blockquote>“埃里克森说：”除了超越总订单量、收入和 EBITDA 以及上调财年指引外，具体的令人鼓舞的需求亮点还包括美股同比上涨 300 个基点。</blockquote></p><p> The analyst noted&nbsp;company management mentioned progress in Canada and Australia and other international launches coming.</p><p><blockquote>该分析师指出，公司管理层提到了加拿大和澳大利亚的进展以及即将推出的其他国际产品。</blockquote></p><p> “Volume growth was the highlight of 2Q earnings to us, highlighting consumer delivery habits are still sticky late into the pandemic,” McTernan said. The analyst was surprised by the upside in volume in the late stages of the pandemic.</p><p><blockquote>“麦克特南说：”销量增长是我们第二季度财报的亮点，这凸显了消费者的送货习惯在大流行病后期仍然很粘稠。分析师对疫情后期交易量的上升感到惊讶。</blockquote></p><p> <b>Non-Food Delivery Growth:</b> Sandler highlighted the growth of DoorDash in non-restaurant areas like grocery, convenience, pets and alcohol. This segment is helping drive frequency, retention and efficiency for the company with frequency hitting record highs in the quarter.</p><p><blockquote><b>非食品配送增长：</b>桑德勒强调了 DoorDash 在杂货、便利、宠物和酒类等非餐厅领域的增长。该细分市场有助于提高公司的频率、保留率和效率，本季度频率创下历史新高。</blockquote></p><p> DoorDash’s non-restaurant orders could have been placed by 10% of the company’s users in the second quarter, compared to 7% of orders in the first quarter, Josey said.</p><p><blockquote>乔西说，DoorDash 的非餐厅订单可能是由公司 10% 的用户在第二季度下的，而第一季度这一比例为 7%。</blockquote></p><p> The analyst also noted&nbsp;the addition of more than 5,000 convenience stores in the second quarter including <b><a href=\"https://laohu8.com/S/WBA\">Walgreens Boots Alliance</a> Inc</b> (NASDAQ:WBA), <b>Rite Aid Corporation</b> (NYSE:RAD), <b>Albertsons Companies Inc</b> (NYSE:ACI), <b>PetSmart</b> and <b>Bed Bath &amp; Beyond Inc.</b>&nbsp;(NASDAQ:BBBY) locations.</p><p><blockquote>该分析师还指出，第二季度新增了 5,000 多家便利店，包括<b><a href=\"https://laohu8.com/S/WBA\">沃尔格林博姿联盟</a>公司</b>（纳斯达克股票代码：WBA）<b>Rite Aid公司</b>（纽约证券交易所代码：RAD），<b>艾伯森公司</b>（纽约证券交易所代码：ACI）<b>宠物智能</b>和<b>贝德巴斯及超越公司。</b>（纳斯达克股票代码：BBBY）地点。</blockquote></p><p> “Over 30% of DASH’s business came from orders outside restaurants in Q2, early data suggest that multi-category customers increase both their retention and engagement rates,” Fitzgerald said.</p><p><blockquote>“菲茨杰拉德说：”第二季度，DASH 超过 30% 的业务来自餐厅以外的订单，早期数据显示，多品类顾客的留存率和参与度都有所提高。</blockquote></p><p> <b>What’s Next: </b>International growth, investments in new categories and a healthy supply of Dashers are highlighted by Josey.</p><p><blockquote><b>下一步是什么：</b>Josey强调了国际增长、新类别的投资和短跑运动员的健康供应。</blockquote></p><p> “DASH deserves a premium to the peer set,” Sandler said.</p><p><blockquote>“桑德勒说：”与同行相比，DASH 值得溢价。</blockquote></p><p> “We expect DASH shares to continue to grind higher as its U.S. market share and momentum continue to resonate,” Fitzgerald said. “If DASH can replicate the operational prowess it has demonstrated in the U.S. as a fast follower in international markets, we think shares have significantly more upside in the coming years.”</p><p><blockquote>“菲茨杰拉德说：”我们预计，随着 DASH 在美国的市场份额和发展势头的持续共振，DASH 的股价将继续走高。“如果 DASH 能够复制其在美国作为国际市场的快速追随者所展示的运营实力，我们认为其股价在未来几年将有更大的上涨空间。”</blockquote></p><p> Additional grocery delivery is expected to roll out in the second half of the year “providing opportunities to become a second logistics source for some key accounts,” highlights Fitzgerald.</p><p><blockquote>菲茨杰拉德强调说，预计下半年将推出更多的杂货配送服务，“为一些大客户提供成为第二物流来源的机会”。</blockquote></p><p> DoorDash has some regulatory headwinds in large cities such as&nbsp;San Francisco and New York City but Lee sees these being less than feared. Management sees momentum carrying into the third quarter, the analyst notes.</p><p><blockquote>DoorDash 在旧金山和纽约市等大城市遇到了一些监管阻力，但 Lee 认为这些阻力并不像人们担心的那样。分析师指出，管理层认为势头将持续到第三季度。</blockquote></p><p> “Given investments in new categories and international markets we believe the level of incremental investment represents the greatest risk to our forecast,” McTernan said.</p><p><blockquote>“麦克特南说：”鉴于对新类别和国际市场的投资，我们认为增量投资水平对我们的预测构成了最大的风险。</blockquote></p><p> <b>DASH Price Action: </b>DoorDash shares rose 3.5% to $194.79&nbsp;on Friday.</p><p><blockquote><b>DASH价格走势：</b>DoorDash 股价周五上涨 3.5%，至 194.79 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>Why 6 DoorDash Analysts Are Raising Price Targets After Q2 Earnings<blockquote>为什么 6 位 DoorDash 分析师在第二季度收益后上调目标价</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\">\nWhy 6 DoorDash Analysts Are Raising Price Targets After Q2 Earnings<blockquote>为什么 6 位 DoorDash 分析师在第二季度收益后上调目标价</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 Earnings </p>\n<p class=\"h-time smaller\">2021-08-15 09:56</p>\n</div>\n</div>\n</h4>\n</header>\n<article>\n<p>Analysts share their reactions and new price targets on shares of <b>DoorDash Inc</b> (NYSE:DASH), which reported second-quarter earnings Thursday after market close.</p><p><blockquote>分析师分享了他们对股票的反应和新的价格目标<b>DoorDash公司</b>（纽约证券交易所股票代码：DASH）周四收盘后公布了第二季度收益。</blockquote></p><p> <b>The DoorDash Analysts: </b>Barclays analyst Ross Sandler had&nbsp;an Equal Weight rating and raised&nbsp;the price target from $160 to $183.</p><p><blockquote><b>DoorDash 分析师：</b>巴克莱分析师罗斯·桑德勒给予同等权重评级，并将目标价从 160 美元上调至 183 美元。</blockquote></p><p> JMP Securities analyst Ronald V. Josey had&nbsp;a Market Outperform rating and raised&nbsp;the price target from $195 to $210.</p><p><blockquote>JMP Securities 分析师 Ronald V. Josey 给予大盘跑赢大盘评级，并将目标价从 195 美元上调至 210 美元。</blockquote></p><p> Wells Fargo analyst Brian Fitzgerald had&nbsp;an Overweight rating and raised&nbsp;the price target from $215 to $235.</p><p><blockquote>富国银行分析师 Brian Fitzgerald 给予跑赢大盘评级，并将目标价从 215 美元上调至 235 美元。</blockquote></p><p> RBC Capital analyst Brad Erickson had&nbsp;an Outperform rating and raised&nbsp;the price target from $175 to $210.</p><p><blockquote>加拿大皇家银行资本分析师布拉德·埃里克森给予跑赢大盘评级，并将目标价从 175 美元上调至 210 美元。</blockquote></p><p> Mizuho Securities analyst James Lee had&nbsp;a Neutral rating and raised&nbsp;the price target from $155 to $175.</p><p><blockquote>瑞穗证券分析师 James Lee 给予中性评级，并将目标价从 155 美元上调至 175 美元。</blockquote></p><p> Needham analyst Bernie McTernan had&nbsp;a Buy rating and raised&nbsp;the price target from $195 to $230.</p><p><blockquote>Needham 分析师 Bernie McTernan 给予买入评级，并将目标价从 195 美元上调至 230 美元。</blockquote></p><p> <b>The Analyst Takeaways: </b>DoorDash gained three percentage points in market share for the U.S. food delivery share, Josey said. The analyst notes a highly engaged customer based and also highlighted frequency hitting an all-time high in the quarter.</p><p><blockquote><b>分析师要点：</b>乔西说，DoorDash在美国食品配送市场份额中的市场份额增加了三个百分点。该分析师指出，客户参与度很高，并强调本季度的频率创历史新高。</blockquote></p><p> “DashPass subscribers grew more than 2x as fast as non-DashPass MAUs year-over-year,” Josey said.</p><p><blockquote>“Josey 说：”DashPass 用户的同比增长速度是非 DashPass 用户的 2 倍多。</blockquote></p><p> DoorDash management said its order frequency has not reached its peak yet, Fitzgerald added.</p><p><blockquote>菲茨杰拉德补充说，DoorDash 管理层表示，其订单频率尚未达到峰值。</blockquote></p><p> A focus on gross profit dollars and reinvestment in growth initiatives was called out by Erickson in the updated note.</p><p><blockquote>埃里克森在更新后的报告中呼吁关注毛利润和增长计划的再投资。</blockquote></p><p> “On top of beating gross order volume, revenue and EBITDA and raising its FY guide, specific encouraging demand highlights includes 300 bps of U.S. shares gains year-over-year,” Erickson said.</p><p><blockquote>“埃里克森说：”除了超越总订单量、收入和 EBITDA 以及上调财年指引外，具体的令人鼓舞的需求亮点还包括美股同比上涨 300 个基点。</blockquote></p><p> The analyst noted&nbsp;company management mentioned progress in Canada and Australia and other international launches coming.</p><p><blockquote>该分析师指出，公司管理层提到了加拿大和澳大利亚的进展以及即将推出的其他国际产品。</blockquote></p><p> “Volume growth was the highlight of 2Q earnings to us, highlighting consumer delivery habits are still sticky late into the pandemic,” McTernan said. The analyst was surprised by the upside in volume in the late stages of the pandemic.</p><p><blockquote>“麦克特南说：”销量增长是我们第二季度财报的亮点，这凸显了消费者的送货习惯在大流行病后期仍然很粘稠。分析师对疫情后期交易量的上升感到惊讶。</blockquote></p><p> <b>Non-Food Delivery Growth:</b> Sandler highlighted the growth of DoorDash in non-restaurant areas like grocery, convenience, pets and alcohol. This segment is helping drive frequency, retention and efficiency for the company with frequency hitting record highs in the quarter.</p><p><blockquote><b>非食品配送增长：</b>桑德勒强调了 DoorDash 在杂货、便利、宠物和酒类等非餐厅领域的增长。该细分市场有助于提高公司的频率、保留率和效率，本季度频率创下历史新高。</blockquote></p><p> DoorDash’s non-restaurant orders could have been placed by 10% of the company’s users in the second quarter, compared to 7% of orders in the first quarter, Josey said.</p><p><blockquote>乔西说，DoorDash 的非餐厅订单可能是由公司 10% 的用户在第二季度下的，而第一季度这一比例为 7%。</blockquote></p><p> The analyst also noted&nbsp;the addition of more than 5,000 convenience stores in the second quarter including <b><a href=\"https://laohu8.com/S/WBA\">Walgreens Boots Alliance</a> Inc</b> (NASDAQ:WBA), <b>Rite Aid Corporation</b> (NYSE:RAD), <b>Albertsons Companies Inc</b> (NYSE:ACI), <b>PetSmart</b> and <b>Bed Bath &amp; Beyond Inc.</b>&nbsp;(NASDAQ:BBBY) locations.</p><p><blockquote>该分析师还指出，第二季度新增了 5,000 多家便利店，包括<b><a href=\"https://laohu8.com/S/WBA\">沃尔格林博姿联盟</a>公司</b>（纳斯达克股票代码：WBA）<b>Rite Aid公司</b>（纽约证券交易所代码：RAD），<b>艾伯森公司</b>（纽约证券交易所代码：ACI）<b>宠物智能</b>和<b>贝德巴斯及超越公司。</b>（纳斯达克股票代码：BBBY）地点。</blockquote></p><p> “Over 30% of DASH’s business came from orders outside restaurants in Q2, early data suggest that multi-category customers increase both their retention and engagement rates,” Fitzgerald said.</p><p><blockquote>“菲茨杰拉德说：”第二季度，DASH 超过 30% 的业务来自餐厅以外的订单，早期数据显示，多品类顾客的留存率和参与度都有所提高。</blockquote></p><p> <b>What’s Next: </b>International growth, investments in new categories and a healthy supply of Dashers are highlighted by Josey.</p><p><blockquote><b>下一步是什么：</b>Josey强调了国际增长、新类别的投资和短跑运动员的健康供应。</blockquote></p><p> “DASH deserves a premium to the peer set,” Sandler said.</p><p><blockquote>“桑德勒说：”与同行相比，DASH 值得溢价。</blockquote></p><p> “We expect DASH shares to continue to grind higher as its U.S. market share and momentum continue to resonate,” Fitzgerald said. “If DASH can replicate the operational prowess it has demonstrated in the U.S. as a fast follower in international markets, we think shares have significantly more upside in the coming years.”</p><p><blockquote>“菲茨杰拉德说：”我们预计，随着 DASH 在美国的市场份额和发展势头的持续共振，DASH 的股价将继续走高。“如果 DASH 能够复制其在美国作为国际市场的快速追随者所展示的运营实力，我们认为其股价在未来几年将有更大的上涨空间。”</blockquote></p><p> Additional grocery delivery is expected to roll out in the second half of the year “providing opportunities to become a second logistics source for some key accounts,” highlights Fitzgerald.</p><p><blockquote>菲茨杰拉德强调说，预计下半年将推出更多的杂货配送服务，“为一些大客户提供成为第二物流来源的机会”。</blockquote></p><p> DoorDash has some regulatory headwinds in large cities such as&nbsp;San Francisco and New York City but Lee sees these being less than feared. Management sees momentum carrying into the third quarter, the analyst notes.</p><p><blockquote>DoorDash 在旧金山和纽约市等大城市遇到了一些监管阻力，但 Lee 认为这些阻力并不像人们担心的那样。分析师指出，管理层认为势头将持续到第三季度。</blockquote></p><p> “Given investments in new categories and international markets we believe the level of incremental investment represents the greatest risk to our forecast,” McTernan said.</p><p><blockquote>“麦克特南说：”鉴于对新类别和国际市场的投资，我们认为增量投资水平对我们的预测构成了最大的风险。</blockquote></p><p> <b>DASH Price Action: </b>DoorDash shares rose 3.5% to $194.79&nbsp;on Friday.</p><p><blockquote><b>DASH价格走势：</b>DoorDash 股价周五上涨 3.5%，至 194.79 美元。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ACI":"艾伯森","WBA":"沃尔格林联合博姿","DASH":"DoorDash, Inc.","BBBY":"Bed Bath & Beyond, Inc.","QTWO":"Q2 Holdings Inc"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2159215676","content_text":"Analysts share their reactions and new price targets on shares of DoorDash Inc (NYSE:DASH), which reported second-quarter earnings Thursday after market close.\nThe DoorDash Analysts: Barclays analyst Ross Sandler had an Equal Weight rating and raised the price target from $160 to $183.\nJMP Securities analyst Ronald V. Josey had a Market Outperform rating and raised the price target from $195 to $210.\nWells Fargo analyst Brian Fitzgerald had an Overweight rating and raised the price target from $215 to $235.\nRBC Capital analyst Brad Erickson had an Outperform rating and raised the price target from $175 to $210.\nMizuho Securities analyst James Lee had a Neutral rating and raised the price target from $155 to $175.\nNeedham analyst Bernie McTernan had a Buy rating and raised the price target from $195 to $230.\nThe Analyst Takeaways: DoorDash gained three percentage points in market share for the U.S. food delivery share, Josey said. The analyst notes a highly engaged customer based and also highlighted frequency hitting an all-time high in the quarter.\n“DashPass subscribers grew more than 2x as fast as non-DashPass MAUs year-over-year,” Josey said.\nDoorDash management said its order frequency has not reached its peak yet, Fitzgerald added.\nA focus on gross profit dollars and reinvestment in growth initiatives was called out by Erickson in the updated note.\n“On top of beating gross order volume, revenue and EBITDA and raising its FY guide, specific encouraging demand highlights includes 300 bps of U.S. shares gains year-over-year,” Erickson said.\nThe analyst noted company management mentioned progress in Canada and Australia and other international launches coming.\n“Volume growth was the highlight of 2Q earnings to us, highlighting consumer delivery habits are still sticky late into the pandemic,” McTernan said. The analyst was surprised by the upside in volume in the late stages of the pandemic.\nNon-Food Delivery Growth: Sandler highlighted the growth of DoorDash in non-restaurant areas like grocery, convenience, pets and alcohol. This segment is helping drive frequency, retention and efficiency for the company with frequency hitting record highs in the quarter.\nDoorDash’s non-restaurant orders could have been placed by 10% of the company’s users in the second quarter, compared to 7% of orders in the first quarter, Josey said.\nThe analyst also noted the addition of more than 5,000 convenience stores in the second quarter including Walgreens Boots Alliance Inc (NASDAQ:WBA), Rite Aid Corporation (NYSE:RAD), Albertsons Companies Inc (NYSE:ACI), PetSmart and Bed Bath & Beyond Inc. (NASDAQ:BBBY) locations.\n“Over 30% of DASH’s business came from orders outside restaurants in Q2, early data suggest that multi-category customers increase both their retention and engagement rates,” Fitzgerald said.\nWhat’s Next: International growth, investments in new categories and a healthy supply of Dashers are highlighted by Josey.\n“DASH deserves a premium to the peer set,” Sandler said.\n“We expect DASH shares to continue to grind higher as its U.S. market share and momentum continue to resonate,” Fitzgerald said. “If DASH can replicate the operational prowess it has demonstrated in the U.S. as a fast follower in international markets, we think shares have significantly more upside in the coming years.”\nAdditional grocery delivery is expected to roll out in the second half of the year “providing opportunities to become a second logistics source for some key accounts,” highlights Fitzgerald.\nDoorDash has some regulatory headwinds in large cities such as San Francisco and New York City but Lee sees these being less than feared. Management sees momentum carrying into the third quarter, the analyst notes.\n“Given investments in new categories and international markets we believe the level of incremental investment represents the greatest risk to our forecast,” McTernan said.\nDASH Price Action: DoorDash shares rose 3.5% to $194.79 on Friday.","news_type":1,"symbols_score_info":{"BBBY":0.9,"ACI":0.9,"DASH":0.9,"RAD":0.9,"WBA":0.9,"QTWO":0.9}},"isVote":1,"tweetType":1,"viewCount":680,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":895947207,"gmtCreate":1628721114509,"gmtModify":1631892139801,"author":{"id":"3578208127574897","authorId":"3578208127574897","name":"ckpham8122","avatar":"https://static.tigerbbs.com/41496b699f9fc3e0075bbf3f4ba67320","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578208127574897","authorIdStr":"3578208127574897"},"themes":[],"title":"","htmlText":"Latest","listText":"Latest","text":"Latest","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/895947207","repostId":"1197984437","repostType":4,"repost":{"id":"1197984437","kind":"news","pubTimestamp":1628695457,"share":"https://www.laohunote.com/m/news/1197984437?lang=zh_CN&edition=full","pubTime":"2021-08-11 23:24","market":"us","language":"en","title":"Bitcoin ETF Filing Flood Collides With Cooling Demand for Funds<blockquote>比特币 ETF 申请洪水与资金需求降温发生冲突</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1197984437","media":"finance.yahoo","summary":"(Bloomberg) -- U.S. Securities and Exchange Commission Chair Gary Gensler ignited a fresh wave of op","content":"<p>(Bloomberg) -- U.S. Securities and Exchange Commission Chair Gary Gensler ignited a fresh wave of optimism among Bitcoin exchange-traded fund advocates this month -- but it’s unclear whether investors share that enthusiasm.</p><p><blockquote>(彭博社）--美国证券交易委员会主席加里-詹斯勒（Gary Gensler）本月在比特币交易所交易基金的倡导者中点燃了新一轮的乐观情绪--但目前还不清楚投资者是否也有这种热情。</blockquote></p><p> Digital-asset investment products from Grayscale, Bitwise, 21Shares and others saw outflows for the fifth straight week, the longest such streak since January 2018, according to data compiled by CoinShares. The outflows total roughly $93 million over that stretch. Much of it is thanks to money being yanked away from Bitcoin products, according to the digital-asset manager.</p><p><blockquote>根据CoinShares汇编的数据，Grayscale、Bitwise、21Shares和其他公司的数字资产投资产品连续第五周出现资金流出，这是自2018年1月以来最长的连续流出。在此期间，资金外流总额约为 9300 万美元。这家数字资产管理公司表示，这在很大程度上是由于资金从比特币产品中被抽走。</blockquote></p><p> The cooling appetite stands in contrast to the growing pile of cryptocurrency ETF filings, with at least 18 applications landing with the SEC this year. That tally grew by three in the past two weeks after Gensler signaled that regulators may be more open to a Bitcoin ETF if it was based around futures rather than the cryptocurrency itself. However, even if the SEC finally green-lights the fund structure, it’s not a sure bet that a Bitcoin ETF would be met with huge demand, according to Meltem Demirors of Coinshares.</p><p><blockquote>这种降温的胃口与越来越多的加密货币 ETF 申请形成鲜明对比，今年至少有 18 份申请提交给了 SEC。在 Gensler 表示，如果比特币 ETF 以期货而不是加密货币本身为基础，监管机构可能会对其更加开放后，这一数字在过去两周内增长了 3 个。不过，Coinshares 的 Meltem Demirors 表示，即使美国证券交易委员会最终为该基金结构开了绿灯，比特币 ETF 能否满足巨大的需求也不能确定。</blockquote></p><p> “There’s so many venues for people to buy and sell Bitcoin, to get exposure to Bitcoin in tax-managed accounts,” said Demirors, chief strategy officer at CoinShares. “We’re not really sure what the demand will look like because is the maturation of crypto in the U.S. is already quite high.”</p><p><blockquote>“CoinShares 首席战略官 Demirors 说：”人们买卖比特币、在税务管理账户中接触比特币的场所有很多。“我们不太确定需求会是什么样子，因为加密货币在美国的成熟度已经相当高了。”</blockquote></p><p> After setting an all-time high of nearly $65,000 in April, Bitcoin resumed its volatile price swings. The world’s largest cryptocurrency dropped below $30,000 in June as environmental and regulatory concerns hammered sentiment. Bitcoin has since rebounded to more than $46,000, even as the U.S. Senate passed an infrastructure bill that would allow for broad oversight of virtual currencies.</p><p><blockquote>在 4 月份创下近 65,000 美元的历史新高后，比特币恢复了价格波动。由于环境和监管问题打击了市场情绪，全球最大的加密货币在 6 月份跌破 3 万美元。此后，比特币已反弹至 46,000 美元以上，尽管美国参议院通过了一项基础设施法案，允许对虚拟货币进行广泛监管。</blockquote></p><p> However, fund flows have yet to match the rebound. Bitcoin funds and futures are on track for a third straight month of outflows, the longest streak in data going back to 2014, according to Bloomberg Intelligence. The bulk of that decline is due to decreasing open interest in Bitcoin futures, meaning traders let their contracts roll off without renewing.</p><p><blockquote>然而，资金流动尚未赶上反弹。根据彭博资讯（Bloomberg Intelligence）的数据，比特币基金和期货有望连续第三个月资金外流，这是自2014年以来最长的数据连续流出。这一下降的主要原因是对比特币期货的未平仓兴趣下降，这意味着交易员让他们的合约滚动而不续签。</blockquote></p><p> The outflows might even be bigger, if not for the fact that the $30 billion Grayscale Bitcoin Trust (ticker GBTC) -- the largest crypto fund -- doesn’t allow for share redemptions. That’s after shares of the trust ballooned by the hundreds of millions earlier this year amid the crypto craze. As a result, GBTC has traded at a persistent discount to its underlying Bitcoin since March.</p><p><blockquote>如果不是因为最大的加密货币基金--价值 300 亿美元的灰度比特币信托基金（股票代码 GBTC）不允许股票赎回，资金流出可能会更大。在此之前，在今年早些时候的加密货币热潮中，该信托基金的股票暴涨了数亿美元。因此，自 3 月份以来，GBTC 的交易价格一直低于其标的比特币。</blockquote></p><p> But still, in the eyes of Bloomberg Intelligence’s James Seyffart, it’s just a matter of time before investors flood back into crypto funds.</p><p><blockquote>不过，在彭博情报公司（Bloomberg Intelligence）的詹姆斯-塞法特（James Seyffart）看来，投资者重返加密货币基金只是时间问题。</blockquote></p><p> “I think there’s still demand for Bitcoin products that people can access on the traditional financial system rails, if you will,” Seyffart said. “Flows tend to follow performance in areas and products like this, so with the recent weeks of performance for Bitcoin, I wouldn’t be surprised to see those flow numbers potentially turn around.”</p><p><blockquote>“塞法特说：”我认为，如果愿意，人们可以在传统的金融系统轨道上使用比特币产品，对这些产品的需求仍然存在。“在这样的领域和产品中，流量往往会跟随业绩，因此，随着比特币最近几周的业绩，如果看到这些流量数字有可能好转，我不会感到惊讶。”</blockquote></p><p></p>","source":"lsy1612507957220","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>Bitcoin ETF Filing Flood Collides With Cooling Demand for Funds<blockquote>比特币 ETF 申请洪水与资金需求降温发生冲突</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\">\nBitcoin ETF Filing Flood Collides With Cooling Demand for Funds<blockquote>比特币 ETF 申请洪水与资金需求降温发生冲突</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">finance.yahoo</strong><span class=\"h-time small\">2021-08-11 23:24</span>\n</p>\n</h4>\n</header>\n<article>\n<p>(Bloomberg) -- U.S. Securities and Exchange Commission Chair Gary Gensler ignited a fresh wave of optimism among Bitcoin exchange-traded fund advocates this month -- but it’s unclear whether investors share that enthusiasm.</p><p><blockquote>(彭博社）--美国证券交易委员会主席加里-詹斯勒（Gary Gensler）本月在比特币交易所交易基金的倡导者中点燃了新一轮的乐观情绪--但目前还不清楚投资者是否也有这种热情。</blockquote></p><p> Digital-asset investment products from Grayscale, Bitwise, 21Shares and others saw outflows for the fifth straight week, the longest such streak since January 2018, according to data compiled by CoinShares. The outflows total roughly $93 million over that stretch. Much of it is thanks to money being yanked away from Bitcoin products, according to the digital-asset manager.</p><p><blockquote>根据CoinShares汇编的数据，Grayscale、Bitwise、21Shares和其他公司的数字资产投资产品连续第五周出现资金流出，这是自2018年1月以来最长的连续流出。在此期间，资金外流总额约为 9300 万美元。这家数字资产管理公司表示，这在很大程度上是由于资金从比特币产品中被抽走。</blockquote></p><p> The cooling appetite stands in contrast to the growing pile of cryptocurrency ETF filings, with at least 18 applications landing with the SEC this year. That tally grew by three in the past two weeks after Gensler signaled that regulators may be more open to a Bitcoin ETF if it was based around futures rather than the cryptocurrency itself. However, even if the SEC finally green-lights the fund structure, it’s not a sure bet that a Bitcoin ETF would be met with huge demand, according to Meltem Demirors of Coinshares.</p><p><blockquote>这种降温的胃口与越来越多的加密货币 ETF 申请形成鲜明对比，今年至少有 18 份申请提交给了 SEC。在 Gensler 表示，如果比特币 ETF 以期货而不是加密货币本身为基础，监管机构可能会对其更加开放后，这一数字在过去两周内增长了 3 个。不过，Coinshares 的 Meltem Demirors 表示，即使美国证券交易委员会最终为该基金结构开了绿灯，比特币 ETF 能否满足巨大的需求也不能确定。</blockquote></p><p> “There’s so many venues for people to buy and sell Bitcoin, to get exposure to Bitcoin in tax-managed accounts,” said Demirors, chief strategy officer at CoinShares. “We’re not really sure what the demand will look like because is the maturation of crypto in the U.S. is already quite high.”</p><p><blockquote>“CoinShares 首席战略官 Demirors 说：”人们买卖比特币、在税务管理账户中接触比特币的场所有很多。“我们不太确定需求会是什么样子，因为加密货币在美国的成熟度已经相当高了。”</blockquote></p><p> After setting an all-time high of nearly $65,000 in April, Bitcoin resumed its volatile price swings. The world’s largest cryptocurrency dropped below $30,000 in June as environmental and regulatory concerns hammered sentiment. Bitcoin has since rebounded to more than $46,000, even as the U.S. Senate passed an infrastructure bill that would allow for broad oversight of virtual currencies.</p><p><blockquote>在 4 月份创下近 65,000 美元的历史新高后，比特币恢复了价格波动。由于环境和监管问题打击了市场情绪，全球最大的加密货币在 6 月份跌破 3 万美元。此后，比特币已反弹至 46,000 美元以上，尽管美国参议院通过了一项基础设施法案，允许对虚拟货币进行广泛监管。</blockquote></p><p> However, fund flows have yet to match the rebound. Bitcoin funds and futures are on track for a third straight month of outflows, the longest streak in data going back to 2014, according to Bloomberg Intelligence. The bulk of that decline is due to decreasing open interest in Bitcoin futures, meaning traders let their contracts roll off without renewing.</p><p><blockquote>然而，资金流动尚未赶上反弹。根据彭博资讯（Bloomberg Intelligence）的数据，比特币基金和期货有望连续第三个月资金外流，这是自2014年以来最长的数据连续流出。这一下降的主要原因是对比特币期货的未平仓兴趣下降，这意味着交易员让他们的合约滚动而不续签。</blockquote></p><p> The outflows might even be bigger, if not for the fact that the $30 billion Grayscale Bitcoin Trust (ticker GBTC) -- the largest crypto fund -- doesn’t allow for share redemptions. That’s after shares of the trust ballooned by the hundreds of millions earlier this year amid the crypto craze. As a result, GBTC has traded at a persistent discount to its underlying Bitcoin since March.</p><p><blockquote>如果不是因为最大的加密货币基金--价值 300 亿美元的灰度比特币信托基金（股票代码 GBTC）不允许股票赎回，资金流出可能会更大。在此之前，在今年早些时候的加密货币热潮中，该信托基金的股票暴涨了数亿美元。因此，自 3 月份以来，GBTC 的交易价格一直低于其标的比特币。</blockquote></p><p> But still, in the eyes of Bloomberg Intelligence’s James Seyffart, it’s just a matter of time before investors flood back into crypto funds.</p><p><blockquote>不过，在彭博情报公司（Bloomberg Intelligence）的詹姆斯-塞法特（James Seyffart）看来，投资者重返加密货币基金只是时间问题。</blockquote></p><p> “I think there’s still demand for Bitcoin products that people can access on the traditional financial system rails, if you will,” Seyffart said. “Flows tend to follow performance in areas and products like this, so with the recent weeks of performance for Bitcoin, I wouldn’t be surprised to see those flow numbers potentially turn around.”</p><p><blockquote>“塞法特说：”我认为，如果愿意，人们可以在传统的金融系统轨道上使用比特币产品，对这些产品的需求仍然存在。“在这样的领域和产品中，流量往往会跟随业绩，因此，随着比特币最近几周的业绩，如果看到这些流量数字有可能好转，我不会感到惊讶。”</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://finance.yahoo.com/news/bitcoin-etf-filing-flood-collides-150226371.html\">finance.yahoo</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":{"COIN":"Coinbase Global, Inc."},"source_url":"https://finance.yahoo.com/news/bitcoin-etf-filing-flood-collides-150226371.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1197984437","content_text":"(Bloomberg) -- U.S. Securities and Exchange Commission Chair Gary Gensler ignited a fresh wave of optimism among Bitcoin exchange-traded fund advocates this month -- but it’s unclear whether investors share that enthusiasm.\nDigital-asset investment products from Grayscale, Bitwise, 21Shares and others saw outflows for the fifth straight week, the longest such streak since January 2018, according to data compiled by CoinShares. The outflows total roughly $93 million over that stretch. Much of it is thanks to money being yanked away from Bitcoin products, according to the digital-asset manager.\nThe cooling appetite stands in contrast to the growing pile of cryptocurrency ETF filings, with at least 18 applications landing with the SEC this year. That tally grew by three in the past two weeks after Gensler signaled that regulators may be more open to a Bitcoin ETF if it was based around futures rather than the cryptocurrency itself. However, even if the SEC finally green-lights the fund structure, it’s not a sure bet that a Bitcoin ETF would be met with huge demand, according to Meltem Demirors of Coinshares.\n“There’s so many venues for people to buy and sell Bitcoin, to get exposure to Bitcoin in tax-managed accounts,” said Demirors, chief strategy officer at CoinShares. “We’re not really sure what the demand will look like because is the maturation of crypto in the U.S. is already quite high.”\nAfter setting an all-time high of nearly $65,000 in April, Bitcoin resumed its volatile price swings. The world’s largest cryptocurrency dropped below $30,000 in June as environmental and regulatory concerns hammered sentiment. Bitcoin has since rebounded to more than $46,000, even as the U.S. Senate passed an infrastructure bill that would allow for broad oversight of virtual currencies.\nHowever, fund flows have yet to match the rebound. Bitcoin funds and futures are on track for a third straight month of outflows, the longest streak in data going back to 2014, according to Bloomberg Intelligence. The bulk of that decline is due to decreasing open interest in Bitcoin futures, meaning traders let their contracts roll off without renewing.\nThe outflows might even be bigger, if not for the fact that the $30 billion Grayscale Bitcoin Trust (ticker GBTC) -- the largest crypto fund -- doesn’t allow for share redemptions. That’s after shares of the trust ballooned by the hundreds of millions earlier this year amid the crypto craze. As a result, GBTC has traded at a persistent discount to its underlying Bitcoin since March.\nBut still, in the eyes of Bloomberg Intelligence’s James Seyffart, it’s just a matter of time before investors flood back into crypto funds.\n“I think there’s still demand for Bitcoin products that people can access on the traditional financial system rails, if you will,” Seyffart said. “Flows tend to follow performance in areas and products like this, so with the recent weeks of performance for Bitcoin, I wouldn’t be surprised to see those flow numbers potentially turn around.”","news_type":1,"symbols_score_info":{"COIN":0.9}},"isVote":1,"tweetType":1,"viewCount":531,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":893564605,"gmtCreate":1628289743007,"gmtModify":1631892139804,"author":{"id":"3578208127574897","authorId":"3578208127574897","name":"ckpham8122","avatar":"https://static.tigerbbs.com/41496b699f9fc3e0075bbf3f4ba67320","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578208127574897","authorIdStr":"3578208127574897"},"themes":[],"title":"","htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/893564605","repostId":"1155656235","repostType":4,"repost":{"id":"1155656235","kind":"news","pubTimestamp":1628227304,"share":"https://www.laohunote.com/m/news/1155656235?lang=zh_CN&edition=full","pubTime":"2021-08-06 13:21","market":"us","language":"en","title":"20 cloud stocks expected to increase sales the most over the next two years<blockquote>预计未来两年销售额增幅最大的 20 只云股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1155656235","media":"MarketWatch","summary":"Cloud ETFs are close to record highs, propelled by a rally in the sector\nAnalysts see stellar sales ","content":"<p>Cloud ETFs are close to record highs, propelled by a rally in the sector</p><p><blockquote>在行业反弹的推动下，云 ETF 接近历史新高</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/78101d8010e186fe4df59b2ef82b5de6\" tg-width=\"700\" tg-height=\"394\" width=\"100%\" height=\"auto\"><span>Analysts see stellar sales growth ahead for companies that provide cloud services. (Getty Images/iStockphoto)</span></p><p><blockquote><p class=\"t-img-caption\"><span>分析师预计提供云服务的公司未来销售额将实现强劲增长。（盖蒂图片社/iStockphoto）</span></p></blockquote></p><p> U.S. investors remain bullish, despite rumblings out of China and the spike in delta variant infections.</p><p><blockquote>尽管来自中国大陆的传言和德尔塔变异毒株感染人数激增，美国投资者仍然看好。</blockquote></p><p> Cloud companies — those at the forefront of the shift in computing power to distributed models over the internet — are expected to grow at a rapid clip over the next several years, and four of the five largest exchange traded funds covering the space are close to hitting record highs.</p><p><blockquote>云公司——那些处于通过互联网将计算能力转变为分布式模型的最前沿的公司——预计将在未来几年快速增长，覆盖该领域的五大交易所交易基金中有四家接近创下历史新高。</blockquote></p><p> Below is a screen of stocks held by those ETFs, showing which are expected to increase their sales the most through 2023. In an industry with many players at relatively early stages, increases in sales, rather than in earnings, might be the best driver of stock prices.</p><p><blockquote>下面是这些 ETF 持有的股票屏幕，显示了预计到 2023 年销售额增幅最大的股票。在一个有许多参与者处于相对早期阶段的行业中，销售额的增长而不是盈利的增长可能是股价的最佳驱动因素。</blockquote></p><p> To begin the screen, we looked at the five largest cloud ETFs:</p><p><blockquote>为了开始屏幕，我们查看了五个最大的云 ETF：</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/36209ce827d95e822cad5128be8b146a\" tg-width=\"933\" tg-height=\"664\" width=\"100%\" height=\"auto\"><span>Source: FactSet</span></p><p><blockquote><p class=\"t-img-caption\"><span>来源：FactSet</span></p></blockquote></p><p> ETFs might be your best way to take a broad approach for a long-term play on the cloud revolution. If you are interested in any ETF, you should review the fund manager’s website.</p><p><blockquote>ETF 可能是您采取广泛方法长期参与云革命的最佳方式。如果您对任何 ETF 感兴趣，您应该查看基金经理的网站。</blockquote></p><p> Here’s a comparison of total returns through Aug. 4, along with those for the SPDR S&amp;P 500 ETF&nbsp;and the Invesco QQQ Trust&nbsp;(which tracks the Nasdaq-100 Index) for comparison:</p><p><blockquote>以下是截至 8 月 4 日的总回报率对比，以及 SPDR 标普500 ETF 和景顺 QQQ 信托基金（追踪纳斯达克 100 指数）的总回报率对比：</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/242f135b3c7cca3cbaae3ee574023c1f\" tg-width=\"942\" tg-height=\"577\" width=\"100%\" height=\"auto\"><span>Source: FactSet</span></p><p><blockquote><p class=\"t-img-caption\"><span>来源：FactSet</span></p></blockquote></p><p> The ETFs’ approaches differ. For example, the ARK Next Generation Internet ETF&nbsp;is the only one that is actively managed. The others track an index. It is also the only one that holds shares of Tesla Inc.,which makes up 10.65% of the portfolio, according to information posted by ARK Invest on Aug. 5. Tesla is an electric-vehicle manufacturer, but it can also be considered a cloud company because it distributes software updates over the internet continually, and offers other cloud-based services.</p><p><blockquote>ETF 的方法各不相同。例如，方舟下一代互联网ETF是唯一一只主动管理的。其他人跟踪索引。根据ARK Invest 8月5日发布的信息，它也是唯一一家持有特斯拉公司股票的公司，该公司占该投资组合的10.65%。特斯拉是一家电动汽车制造商，但它也可以被视为一家云公司，因为它不断通过互联网分发软件更新，并提供其他基于云的服务。</blockquote></p><p> Another holding unique to ARKW among the five cloud ETFs is Walt Disney Co.,which is certainly an important cloud player through its Disney+ streaming service, even if the company doesn’t say directly how much of its sales are derived from that rapidly growing segment.</p><p><blockquote>在五只云 ETF 中，ARKW 的另一个独特持股是华特迪士尼公司（Walt Disney Co.），该公司通过其 Disney+ 流媒体服务无疑是一家重要的云公司，尽管该公司没有直接说明其销售额中有多少来自这一快速增长的领域。</blockquote></p><p> As part of its description of ARKW, FactSet says the following:</p><p><blockquote>FactSet 对 ARKW 描述的一部分如下：</blockquote></p><p> <i>“Broadly speaking, the ARKW’s managers appear focused on big buzzwords such as Internet of Things, cloud computing, digital currencies and wearable technology. While the fund’s focus may be appealing for investors with conviction in these new technologies, portfolio implementation is a more difficult task: Most of the companies developing these advancements are huge corporations for which nascent technologies are only a small fraction of total revenues. As such, it’s very difficult to get pure-play access to ARKW’s targeted technologies — so be sure to confirm that the fund’s holdings — not just its thesis — align with your view of the space.”</i></p><p><blockquote><i>“从广义上讲，ARKW 的管理者似乎专注于物联网、云计算、数字货币和可穿戴技术等热门词汇。虽然该基金的重点可能是吸引对这些新技术充满信心的投资者，但投资组合的实施却是一项更加艰巨的任务： 大多数开发这些进步的公司都是大公司，新兴技术只占总收入的一小部分。因此，要获得 ARKW 的目标技术的纯粹权限是非常困难的--因此，一定要确认该基金的持有量--而不仅仅是其论点--与您对该领域的看法相一致。</i></blockquote></p><p> <b>Cloud-stock screen</b></p><p><blockquote><b>云库存屏幕</b></blockquote></p><p> Together, the five cloud ETFs listed above hold 147 stocks. To project sales growth through 2023, we used calendar 2020 sales estimates as a baseline and then looked at consensus estimates among analysts polled by FactSet for the subsequent three years, if available. (The 2020 numbers are estimates, because many companies’ fiscal years don’t match the calendar.)</p><p><blockquote>上面列出的五只云ETF总共持有147只股票。为了预测 2023 年的销售增长，我们使用 2020 年日历销售预测作为基线，然后查看 FactSet 调查的分析师对未来三年的共识预测（如果有）。(2020 年的数字是估计值，因为许多公司的财政年度与日历不符）。</blockquote></p><p> To make sure we had a solid set of estimates, we confined the group to the 126 companies covered by at least five analysts polled by FactSet, for which consensus sales estimates for calendar 2020 through calendar 2023 are available.</p><p><blockquote>为了确保我们有一套可靠的估计，我们将小组范围限制在 FactSet 调查的至少五名分析师所涵盖的 126 家公司，这些公司提供了 2020 年至 2023 年的共识销售估计。</blockquote></p><p> Here are the 20 companies projected to have the highest compound annual growth rates (CAGR) for sales through calendar 2023:</p><p><blockquote>以下是预计到 2023 年销售额复合年增长率 (CAGR) 最高的 20 家公司：</blockquote></p><p> <img src=\"https://static.tigerbbs.com/517a23591cde159fb889ab80abc4bcc6\" tg-width=\"934\" tg-height=\"765\" width=\"100%\" height=\"auto\"><img src=\"https://static.tigerbbs.com/6af2cf5b5f9f0ce50f8f023ac7babc7f\" tg-width=\"935\" tg-height=\"717\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b88ebe72e09cb9ce3294269f0a4ae431\" tg-width=\"935\" tg-height=\"403\" width=\"100%\" height=\"auto\"><span>Source: FactSet</span></p><p><blockquote><p class=\"t-img-caption\"><span>来源：FactSet</span></p></blockquote></p><p> There are actually 21 stocks listed, including Zillow Group Inc.’s Class A&nbsp;and Class C&nbsp;shares.</p><p><blockquote>实际上有 21 只股票上市，包括 Zillow Group Inc. 的 A 类股票和 C 类股票。</blockquote></p><p> It is interesting to see that the list is dominated by stocks held by ARKW. The fund has a broad definition of cloud companies and is focused also on sales growth.</p><p><blockquote>有趣的是，该名单以 ARKW 持有的股票为主。该基金对云公司有广泛的定义，也关注销售增长。</blockquote></p><p></p><p> Here are current forward price-to-sales ratios based on consensus estimates for the next 12 months, as well as ratios of current market cap to projected 2023 sales and summaries of analysts’ opinions about the stocks.</p><p><blockquote>以下是基于未来 12 个月共识估计的当前远期市销率，以及当前市值与 2023 年预计销售额的比率和分析师对股票的意见摘要。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/19b9c4bf1d8b1abcfa76b7d008a47ad7\" tg-width=\"938\" tg-height=\"805\" width=\"100%\" height=\"auto\"><img src=\"https://static.tigerbbs.com/2ff191189c5d7d2f31698843734ca3cc\" tg-width=\"933\" tg-height=\"773\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0e9543489c4d52d3f1a69dfdcf170115\" tg-width=\"930\" tg-height=\"242\" width=\"100%\" height=\"auto\"><span>Source: FactSet</span></p><p><blockquote><p class=\"t-img-caption\"><span>来源：FactSet</span></p></blockquote></p><p> In comparison, the forward price-to-sales ratio for SPY is 2.8, with a price/2023 estimated sales ratio of 2.6. For QQQ, the current P/S is 4.7, declining to 4.3 for 2023.</p><p><blockquote>相比之下，SPDR标普500指数ETF的远期市销率为 2.8，2023 年预计市销率为 2.6。QQQ 目前的市盈率为 4.7，2023 年将下降至 4.3。</blockquote></p><p></p>","source":"lsy1603348471595","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>20 cloud stocks expected to increase sales the most over the next two years<blockquote>预计未来两年销售额增幅最大的 20 只云股票</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\">\n20 cloud stocks expected to increase sales the most over the next two years<blockquote>预计未来两年销售额增幅最大的 20 只云股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">MarketWatch</strong><span class=\"h-time small\">2021-08-06 13:21</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Cloud ETFs are close to record highs, propelled by a rally in the sector</p><p><blockquote>在行业反弹的推动下，云 ETF 接近历史新高</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/78101d8010e186fe4df59b2ef82b5de6\" tg-width=\"700\" tg-height=\"394\" width=\"100%\" height=\"auto\"><span>Analysts see stellar sales growth ahead for companies that provide cloud services. (Getty Images/iStockphoto)</span></p><p><blockquote><p class=\"t-img-caption\"><span>分析师预计提供云服务的公司未来销售额将实现强劲增长。（盖蒂图片社/iStockphoto）</span></p></blockquote></p><p> U.S. investors remain bullish, despite rumblings out of China and the spike in delta variant infections.</p><p><blockquote>尽管来自中国大陆的传言和德尔塔变异毒株感染人数激增，美国投资者仍然看好。</blockquote></p><p> Cloud companies — those at the forefront of the shift in computing power to distributed models over the internet — are expected to grow at a rapid clip over the next several years, and four of the five largest exchange traded funds covering the space are close to hitting record highs.</p><p><blockquote>云公司——那些处于通过互联网将计算能力转变为分布式模型的最前沿的公司——预计将在未来几年快速增长，覆盖该领域的五大交易所交易基金中有四家接近创下历史新高。</blockquote></p><p> Below is a screen of stocks held by those ETFs, showing which are expected to increase their sales the most through 2023. In an industry with many players at relatively early stages, increases in sales, rather than in earnings, might be the best driver of stock prices.</p><p><blockquote>下面是这些 ETF 持有的股票屏幕，显示了预计到 2023 年销售额增幅最大的股票。在一个有许多参与者处于相对早期阶段的行业中，销售额的增长而不是盈利的增长可能是股价的最佳驱动因素。</blockquote></p><p> To begin the screen, we looked at the five largest cloud ETFs:</p><p><blockquote>为了开始屏幕，我们查看了五个最大的云 ETF：</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/36209ce827d95e822cad5128be8b146a\" tg-width=\"933\" tg-height=\"664\" width=\"100%\" height=\"auto\"><span>Source: FactSet</span></p><p><blockquote><p class=\"t-img-caption\"><span>来源：FactSet</span></p></blockquote></p><p> ETFs might be your best way to take a broad approach for a long-term play on the cloud revolution. If you are interested in any ETF, you should review the fund manager’s website.</p><p><blockquote>ETF 可能是您采取广泛方法长期参与云革命的最佳方式。如果您对任何 ETF 感兴趣，您应该查看基金经理的网站。</blockquote></p><p> Here’s a comparison of total returns through Aug. 4, along with those for the SPDR S&amp;P 500 ETF&nbsp;and the Invesco QQQ Trust&nbsp;(which tracks the Nasdaq-100 Index) for comparison:</p><p><blockquote>以下是截至 8 月 4 日的总回报率对比，以及 SPDR 标普500 ETF 和景顺 QQQ 信托基金（追踪纳斯达克 100 指数）的总回报率对比：</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/242f135b3c7cca3cbaae3ee574023c1f\" tg-width=\"942\" tg-height=\"577\" width=\"100%\" height=\"auto\"><span>Source: FactSet</span></p><p><blockquote><p class=\"t-img-caption\"><span>来源：FactSet</span></p></blockquote></p><p> The ETFs’ approaches differ. For example, the ARK Next Generation Internet ETF&nbsp;is the only one that is actively managed. The others track an index. It is also the only one that holds shares of Tesla Inc.,which makes up 10.65% of the portfolio, according to information posted by ARK Invest on Aug. 5. Tesla is an electric-vehicle manufacturer, but it can also be considered a cloud company because it distributes software updates over the internet continually, and offers other cloud-based services.</p><p><blockquote>ETF 的方法各不相同。例如，方舟下一代互联网ETF是唯一一只主动管理的。其他人跟踪索引。根据ARK Invest 8月5日发布的信息，它也是唯一一家持有特斯拉公司股票的公司，该公司占该投资组合的10.65%。特斯拉是一家电动汽车制造商，但它也可以被视为一家云公司，因为它不断通过互联网分发软件更新，并提供其他基于云的服务。</blockquote></p><p> Another holding unique to ARKW among the five cloud ETFs is Walt Disney Co.,which is certainly an important cloud player through its Disney+ streaming service, even if the company doesn’t say directly how much of its sales are derived from that rapidly growing segment.</p><p><blockquote>在五只云 ETF 中，ARKW 的另一个独特持股是华特迪士尼公司（Walt Disney Co.），该公司通过其 Disney+ 流媒体服务无疑是一家重要的云公司，尽管该公司没有直接说明其销售额中有多少来自这一快速增长的领域。</blockquote></p><p> As part of its description of ARKW, FactSet says the following:</p><p><blockquote>FactSet 对 ARKW 描述的一部分如下：</blockquote></p><p> <i>“Broadly speaking, the ARKW’s managers appear focused on big buzzwords such as Internet of Things, cloud computing, digital currencies and wearable technology. While the fund’s focus may be appealing for investors with conviction in these new technologies, portfolio implementation is a more difficult task: Most of the companies developing these advancements are huge corporations for which nascent technologies are only a small fraction of total revenues. As such, it’s very difficult to get pure-play access to ARKW’s targeted technologies — so be sure to confirm that the fund’s holdings — not just its thesis — align with your view of the space.”</i></p><p><blockquote><i>“从广义上讲，ARKW 的管理者似乎专注于物联网、云计算、数字货币和可穿戴技术等热门词汇。虽然该基金的重点可能是吸引对这些新技术充满信心的投资者，但投资组合的实施却是一项更加艰巨的任务： 大多数开发这些进步的公司都是大公司，新兴技术只占总收入的一小部分。因此，要获得 ARKW 的目标技术的纯粹权限是非常困难的--因此，一定要确认该基金的持有量--而不仅仅是其论点--与您对该领域的看法相一致。</i></blockquote></p><p> <b>Cloud-stock screen</b></p><p><blockquote><b>云库存屏幕</b></blockquote></p><p> Together, the five cloud ETFs listed above hold 147 stocks. To project sales growth through 2023, we used calendar 2020 sales estimates as a baseline and then looked at consensus estimates among analysts polled by FactSet for the subsequent three years, if available. (The 2020 numbers are estimates, because many companies’ fiscal years don’t match the calendar.)</p><p><blockquote>上面列出的五只云ETF总共持有147只股票。为了预测 2023 年的销售增长，我们使用 2020 年日历销售预测作为基线，然后查看 FactSet 调查的分析师对未来三年的共识预测（如果有）。(2020 年的数字是估计值，因为许多公司的财政年度与日历不符）。</blockquote></p><p> To make sure we had a solid set of estimates, we confined the group to the 126 companies covered by at least five analysts polled by FactSet, for which consensus sales estimates for calendar 2020 through calendar 2023 are available.</p><p><blockquote>为了确保我们有一套可靠的估计，我们将小组范围限制在 FactSet 调查的至少五名分析师所涵盖的 126 家公司，这些公司提供了 2020 年至 2023 年的共识销售估计。</blockquote></p><p> Here are the 20 companies projected to have the highest compound annual growth rates (CAGR) for sales through calendar 2023:</p><p><blockquote>以下是预计到 2023 年销售额复合年增长率 (CAGR) 最高的 20 家公司：</blockquote></p><p> <img src=\"https://static.tigerbbs.com/517a23591cde159fb889ab80abc4bcc6\" tg-width=\"934\" tg-height=\"765\" width=\"100%\" height=\"auto\"><img src=\"https://static.tigerbbs.com/6af2cf5b5f9f0ce50f8f023ac7babc7f\" tg-width=\"935\" tg-height=\"717\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b88ebe72e09cb9ce3294269f0a4ae431\" tg-width=\"935\" tg-height=\"403\" width=\"100%\" height=\"auto\"><span>Source: FactSet</span></p><p><blockquote><p class=\"t-img-caption\"><span>来源：FactSet</span></p></blockquote></p><p> There are actually 21 stocks listed, including Zillow Group Inc.’s Class A&nbsp;and Class C&nbsp;shares.</p><p><blockquote>实际上有 21 只股票上市，包括 Zillow Group Inc. 的 A 类股票和 C 类股票。</blockquote></p><p> It is interesting to see that the list is dominated by stocks held by ARKW. The fund has a broad definition of cloud companies and is focused also on sales growth.</p><p><blockquote>有趣的是，该名单以 ARKW 持有的股票为主。该基金对云公司有广泛的定义，也关注销售增长。</blockquote></p><p></p><p> Here are current forward price-to-sales ratios based on consensus estimates for the next 12 months, as well as ratios of current market cap to projected 2023 sales and summaries of analysts’ opinions about the stocks.</p><p><blockquote>以下是基于未来 12 个月共识估计的当前远期市销率，以及当前市值与 2023 年预计销售额的比率和分析师对股票的意见摘要。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/19b9c4bf1d8b1abcfa76b7d008a47ad7\" tg-width=\"938\" tg-height=\"805\" width=\"100%\" height=\"auto\"><img src=\"https://static.tigerbbs.com/2ff191189c5d7d2f31698843734ca3cc\" tg-width=\"933\" tg-height=\"773\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0e9543489c4d52d3f1a69dfdcf170115\" tg-width=\"930\" tg-height=\"242\" width=\"100%\" height=\"auto\"><span>Source: FactSet</span></p><p><blockquote><p class=\"t-img-caption\"><span>来源：FactSet</span></p></blockquote></p><p> In comparison, the forward price-to-sales ratio for SPY is 2.8, with a price/2023 estimated sales ratio of 2.6. For QQQ, the current P/S is 4.7, declining to 4.3 for 2023.</p><p><blockquote>相比之下，SPDR标普500指数ETF的远期市销率为 2.8，2023 年预计市销率为 2.6。QQQ 目前的市盈率为 4.7，2023 年将下降至 4.3。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.marketwatch.com/story/20-cloud-stocks-expected-to-increase-sales-the-most-over-the-next-two-years-11628186683?mod=home-page\">MarketWatch</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":{"ADYEY":"Adyen N.V.","SNAP":"Snap Inc","DKNG":"DraftKings Inc.","VCYT":"Veracyte Inc","MELI":"MercadoLibre","CRWD":"CrowdStrike Holdings, Inc.","COIN":"Coinbase Global, Inc.","TDOC":"Teladoc Health Inc.","Z":"Zillow","ROKU":"Roku Inc","PDD":"拼多多","SHOP":"Shopify Inc","ZG":"Zillow Class A","TSLA":"特斯拉","SE":"Sea Ltd","PINS":"Pinterest, Inc.","OKTA":"Okta Inc.","KC":"金山云"},"source_url":"https://www.marketwatch.com/story/20-cloud-stocks-expected-to-increase-sales-the-most-over-the-next-two-years-11628186683?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1155656235","content_text":"Cloud ETFs are close to record highs, propelled by a rally in the sector\nAnalysts see stellar sales growth ahead for companies that provide cloud services. (Getty Images/iStockphoto)\nU.S. investors remain bullish, despite rumblings out of China and the spike in delta variant infections.\nCloud companies — those at the forefront of the shift in computing power to distributed models over the internet — are expected to grow at a rapid clip over the next several years, and four of the five largest exchange traded funds covering the space are close to hitting record highs.\nBelow is a screen of stocks held by those ETFs, showing which are expected to increase their sales the most through 2023. In an industry with many players at relatively early stages, increases in sales, rather than in earnings, might be the best driver of stock prices.\nTo begin the screen, we looked at the five largest cloud ETFs:\nSource: FactSet\nETFs might be your best way to take a broad approach for a long-term play on the cloud revolution. If you are interested in any ETF, you should review the fund manager’s website.\nHere’s a comparison of total returns through Aug. 4, along with those for the SPDR S&P 500 ETF and the Invesco QQQ Trust (which tracks the Nasdaq-100 Index) for comparison:\nSource: FactSet\nThe ETFs’ approaches differ. For example, the ARK Next Generation Internet ETF is the only one that is actively managed. The others track an index. It is also the only one that holds shares of Tesla Inc.,which makes up 10.65% of the portfolio, according to information posted by ARK Invest on Aug. 5. Tesla is an electric-vehicle manufacturer, but it can also be considered a cloud company because it distributes software updates over the internet continually, and offers other cloud-based services.\nAnother holding unique to ARKW among the five cloud ETFs is Walt Disney Co.,which is certainly an important cloud player through its Disney+ streaming service, even if the company doesn’t say directly how much of its sales are derived from that rapidly growing segment.\nAs part of its description of ARKW, FactSet says the following:\n“Broadly speaking, the ARKW’s managers appear focused on big buzzwords such as Internet of Things, cloud computing, digital currencies and wearable technology. While the fund’s focus may be appealing for investors with conviction in these new technologies, portfolio implementation is a more difficult task: Most of the companies developing these advancements are huge corporations for which nascent technologies are only a small fraction of total revenues. As such, it’s very difficult to get pure-play access to ARKW’s targeted technologies — so be sure to confirm that the fund’s holdings — not just its thesis — align with your view of the space.”\nCloud-stock screen\nTogether, the five cloud ETFs listed above hold 147 stocks. To project sales growth through 2023, we used calendar 2020 sales estimates as a baseline and then looked at consensus estimates among analysts polled by FactSet for the subsequent three years, if available. (The 2020 numbers are estimates, because many companies’ fiscal years don’t match the calendar.)\nTo make sure we had a solid set of estimates, we confined the group to the 126 companies covered by at least five analysts polled by FactSet, for which consensus sales estimates for calendar 2020 through calendar 2023 are available.\nHere are the 20 companies projected to have the highest compound annual growth rates (CAGR) for sales through calendar 2023:\n\nSource: FactSet\nThere are actually 21 stocks listed, including Zillow Group Inc.’s Class A and Class C shares.\nIt is interesting to see that the list is dominated by stocks held by ARKW. The fund has a broad definition of cloud companies and is focused also on sales growth.\nHere are current forward price-to-sales ratios based on consensus estimates for the next 12 months, as well as ratios of current market cap to projected 2023 sales and summaries of analysts’ opinions about the stocks.\n\nSource: FactSet\nIn comparison, the forward price-to-sales ratio for SPY is 2.8, with a price/2023 estimated sales ratio of 2.6. For QQQ, the current P/S is 4.7, declining to 4.3 for 2023.","news_type":1,"symbols_score_info":{"SQ":0.9,"ADYEY":0.9,"TSLA":0.9,"LC":0.9,"PDD":0.9,"SHOP":0.9,"KC":0.9,"MELI":0.9,"SNAP":0.9,"SKLZ":0.9,"OKTA":0.9,"ZG":0.9,"TDOC":0.9,"Z":0.9,"CRWD":0.9,"DKNG":0.9,"ROKU":0.9,"VCYT":0.9,"PINS":0.9,"COIN":0.9,"SE":0.9}},"isVote":1,"tweetType":1,"viewCount":401,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":890788008,"gmtCreate":1628134354604,"gmtModify":1631892139806,"author":{"id":"3578208127574897","authorId":"3578208127574897","name":"ckpham8122","avatar":"https://static.tigerbbs.com/41496b699f9fc3e0075bbf3f4ba67320","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578208127574897","authorIdStr":"3578208127574897"},"themes":[],"title":"","htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/890788008","repostId":"1182103455","repostType":4,"repost":{"id":"1182103455","kind":"news","pubTimestamp":1628133432,"share":"https://www.laohunote.com/m/news/1182103455?lang=zh_CN&edition=full","pubTime":"2021-08-05 11:17","market":"us","language":"en","title":"Disney's Star Wars hotel comes with an out-of-this-world price tag<blockquote>迪士尼的星球大战酒店标价惊人</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1182103455","media":"CNN Business","summary":"New York (CNN Business) - Disney revealed pricing for its new, highly anticipatedStar Wars hotelon W","content":"<p><div> New York (CNN Business) - Disney revealed pricing for its new, highly anticipatedStar Wars hotelon Wednesday — and the cost to immerse yourself in a galaxy far, far away for a few days will not come ...</p><p><blockquote><div>纽约（CNN Business）-迪士尼周三公布了其备受期待的新星球大战酒店的定价——沉浸在遥远的星系中几天的成本不会到来……</div></blockquote></p><p>  <a href=\"https://edition.cnn.com/2021/08/04/media/disney-star-wars-hotel-price/index.html\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://edition.cnn.com/2021/08/04/media/disney-star-wars-hotel-price/index.html\">网页连接</a></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>Disney's Star Wars hotel comes with an out-of-this-world price tag<blockquote>迪士尼的星球大战酒店标价惊人</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\">\nDisney's Star Wars hotel comes with an out-of-this-world price tag<blockquote>迪士尼的星球大战酒店标价惊人</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">CNN Business</strong><span class=\"h-time small\">2021-08-05 11:17</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div> New York (CNN Business) - Disney revealed pricing for its new, highly anticipatedStar Wars hotelon Wednesday — and the cost to immerse yourself in a galaxy far, far away for a few days will not come ...</p><p><blockquote><div>纽约（CNN Business）-迪士尼周三公布了其备受期待的新星球大战酒店的定价——沉浸在遥远的星系中几天的成本不会到来……</div></blockquote></p><p>  <a href=\"https://edition.cnn.com/2021/08/04/media/disney-star-wars-hotel-price/index.html\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://edition.cnn.com/2021/08/04/media/disney-star-wars-hotel-price/index.html\">网页连接</a></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://edition.cnn.com/2021/08/04/media/disney-star-wars-hotel-price/index.html\">CNN Business</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":{"DIS":"迪士尼"},"source_url":"https://edition.cnn.com/2021/08/04/media/disney-star-wars-hotel-price/index.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1182103455","content_text":"New York (CNN Business) - Disney revealed pricing for its new, highly anticipatedStar Wars hotelon Wednesday — and the cost to immerse yourself in a galaxy far, far away for a few days will not come cheap.\nTheDisney(DIS)World-based hotel Galactic Starcruiser is essentially a cruise ship set in space, with the pricing to match. The company says it's the \"most immersive Star Wars story ever created,\" and to partake you may have to shell out $6,000 for two nights.\nThe hotel, which opens in spring 2022, is billed by Disney as a \"revolutionary new two-night experience where you and your group will embark on a first-of-its-kind Star Wars adventure that's your own.\"\nDespite being on dry land, the pricing is similar to the model of Disney's cruise ships at sea: a set price for a multi-day journey, with entertainment, food and beverages included.\nThe company revealed sample cabin rates for the hotel on Wednesday: For a two-night stay, it costs $4,809 for two guests in a cabin, $5,299 for three guests (two adults and one child) and $5,999 for four guests (three adults, one child).\nSo what does $6,000 get you in space?\nAccording to Disney, that pricing covers an \"ongoing, immersive and interactive entertainment, where choices determine your experience,\" your meals (excluding alcohol) and admission to Disney's Hollywood Studios, the home of the Star Wars-themed land Galaxy's Edge.\nDisney notes that \"rates vary depending on your voyage departure date, the number of guests in your cabin and your cabin type.\"\nThe hotel is the latest way for Disney to bring its parks and resorts alive and help them evolve for the future.\nIt follows the 2019 debut of Galaxy's Edge, which was the company's largest-ever expansion at its parks. The land uses innovative technology and detailed design to wrap guests into an experience that feels more like immersive theater than a theme park. The new hotel looks to extend that Star Wars experience.\nDisney is integrating another of its most beloved franchises into its parks with Marvel's Avengers Campus, which opened at Disneyland in California on June 4.\nUpdating its parks and resorts is critical to Disney's media empire following a year in which the unit was hit particularly hard because of the pandemic, facing months of closures and widespread layoffs.\nDisney Parks Chairman Josh D'Amaro told CNN Business in April that the future of Disney's parks and resorts is \"going to be fresh, it's going to be technology-ridden. It's going to be incredibly relevant to guests all around the world.\n\"Every single day, these parks are changing,\" he said.","news_type":1,"symbols_score_info":{"DIS":0.9}},"isVote":1,"tweetType":1,"viewCount":852,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":807860972,"gmtCreate":1628029768096,"gmtModify":1631892139807,"author":{"id":"3578208127574897","authorId":"3578208127574897","name":"ckpham8122","avatar":"https://static.tigerbbs.com/41496b699f9fc3e0075bbf3f4ba67320","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578208127574897","authorIdStr":"3578208127574897"},"themes":[],"title":"","htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/807860972","repostId":"1171505764","repostType":4,"isVote":1,"tweetType":1,"viewCount":477,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":806463081,"gmtCreate":1627689434643,"gmtModify":1631892139812,"author":{"id":"3578208127574897","authorId":"3578208127574897","name":"ckpham8122","avatar":"https://static.tigerbbs.com/41496b699f9fc3e0075bbf3f4ba67320","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578208127574897","authorIdStr":"3578208127574897"},"themes":[],"title":"","htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/806463081","repostId":"2155001152","repostType":4,"isVote":1,"tweetType":1,"viewCount":687,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":809422695,"gmtCreate":1627388703217,"gmtModify":1631892139816,"author":{"id":"3578208127574897","authorId":"3578208127574897","name":"ckpham8122","avatar":"https://static.tigerbbs.com/41496b699f9fc3e0075bbf3f4ba67320","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578208127574897","authorIdStr":"3578208127574897"},"themes":[],"title":"","htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/809422695","repostId":"1190390540","repostType":4,"repost":{"id":"1190390540","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1627388124,"share":"https://www.laohunote.com/m/news/1190390540?lang=zh_CN&edition=full","pubTime":"2021-07-27 20:15","market":"us","language":"en","title":"Toplines Before US Market Open on Tuesday<blockquote>周二美国市场开盘前的顶线</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1190390540","media":"Tiger Newspress","summary":"Stock Futures Slip With Tech Earnings on Tap\n\n\nQuarterly results are due from Apple, Microsoft and A","content":"<p><ul>  <li>Stock Futures Slip With Tech Earnings on Tap</li> </ul> <ul>  <li>Quarterly results are due from Apple, Microsoft and Alphabet after markets close</li> </ul> U.S. stock index futures fell on Tuesday ahead of earnings reports from the most valuable companies on Wall Street and in the run-up to the two-day Federal Reserve meeting.</p><p><blockquote><ul><li>随着科技股盈利的临近，股票期货下跌</li></ul><ul><li>苹果、微软和Alphabet将在收盘后公布季度业绩</li></ul>在华尔街最有价值的公司发布财报之前以及为期两天的美联储会议前夕，美国股指期货周二下跌。</blockquote></p><p> U.S. S&amp;P 500 E-minis were down 8.25 points, or 0.19%, at 08:05 am ET. Dow E-minis were down 93 points, or 0.27%, while Nasdaq 100 E-minis were down 3 points, or 0.02%.</p><p><blockquote>美国东部时间上午 08:05，美国标普500 E-mini 下跌 8.25 点，跌幅 0.19%。道琼斯电子迷你指数下跌 93 点，跌幅 0.27%，纳斯达克 100 电子迷你指数下跌 3 点，跌幅 0.02%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/3fb54b80cfb78268a87bd4a378ca296e\" tg-width=\"1080\" tg-height=\"403\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> Crypto Stocks tumbled in premarket trading&nbsp;on&nbsp;Amazon denimg report of accepting bitcoin as payment.Bit Digital,The9,SOS Ltd,Canaan,Ebang&nbsp;international,Marathon Digital Holdings,Riot Blockchain,Coinbase Global&nbsp;and&nbsp;Square&nbsp;plunged between 2% and 17%.</p><p><blockquote>亚马逊denimg报告接受比特币作为支付， 加密货币股票在盘前交易中暴跌.Bit Digital, The9, SOS Ltd, 迦南, 亿邦国际, 马拉松数字控股公司, Riot Blockchain, 比特币基地全球和Square暴跌2%至17%。</blockquote></p><p> More than one third of the S&amp;P 500 is set to report quarterly results this week, led by Apple, Microsoft, Amazon&nbsp;and Google-parent Alphabet, the four largest U.S. companies by market value.</p><p><blockquote>超过三分之一的标普500将于本周公布季度业绩，其中苹果、微软、亚马逊和谷歌母公司Alphabet是美国市值最大的四家公司。</blockquote></p><p> Apple, Alphabet and Microsoft, which were largely flat in premarket trade, are set to report earnings after the market closes, while Amazon will report results on Thursday.</p><p><blockquote>苹果、Alphabet和微软在盘前交易中基本持平，将在收盘后公布财报，而亚马逊将于周四公布业绩。</blockquote></p><p> Investors remained on edge, awaiting more signals from the central bank on when it intends to begin reining in its massive stimulus program. The two-day Fed meeting will begin later in the day.</p><p><blockquote>投资者仍然紧张，等待央行发出更多信号，说明何时开始控制其大规模刺激计划。为期两天的美联储会议将于当天晚些时候开始。</blockquote></p><p> <b>Stocks making the biggest moves in the premarket:</b></p><p><blockquote><b>盘前涨幅最大的股票：</b></blockquote></p><p> <b>Tesla(TSLA) </b>– Teslaearned $1.45 per sharefor the second quarter, compared to a 98 cents a share consensus estimate. Revenue also beat forecasts. The automaker said its success during the second half of the year would center around its ability to navigate supply chain issues. Tesla rose 1.6% in premarket trading.</p><p><blockquote><b>特斯拉（TSLA）</b>– 特斯拉第二季度每股收益为 1.45 美元，而市场普遍预期为每股 98 美分。收入也超出预期。该汽车制造商表示，下半年的成功将取决于其解决供应链问题的能力。特斯拉在盘前交易中上涨 1.6%。</blockquote></p><p> <b>F5 Networks(FFIV) </b>– F5 beat estimates by 30 cents a share, with quarterly earnings of $2.76 per share. The enterprise software maker’s revenue topped analysts’ forecasts as well. F5 saw strong demand amid a continued pandemic-induced growth in digital business applications. F5 rallied 6.1% in premarket trading.</p><p><blockquote><b>F5网络(FFIV)</b>– F5 每股收益超出预期 30 美分，季度收益为每股 2.76 美元。这家企业软件制造商的收入也超出了分析师的预期。在疫情引发的数字商业应用持续增长中，F5 的需求强劲。F5 在盘前交易中上涨 6.1%。</blockquote></p><p> <b>United Parcel Service(UPS)</b> – UPS shares fell 2.4% in the premarket, as domestic revenue came up shy of estimates. UPS&nbsp;beat overall on the top and bottom lines, however, as a surge in shipping of e-commerce orders continued. UPS earned $3.06 per share for the second quarter, compared to a consensus estimate of $2.82.</p><p><blockquote><b>联合包裹服务(UPS)</b>– 由于国内收入低于预期，UPS 股价在盘前下跌 2.4%。然而，随着电子商务订单出货量持续激增，UPS 在营收和利润方面总体表现优异。UPS 第二季度每股收益为 3.06 美元，而市场普遍预期为 2.82 美元。</blockquote></p><p> Stanley Black &amp; Decker(SWK) – The tool maker beat estimates by 18 cents a share, with quarterly earnings of $3.08 per share. Revenue topped Street forecasts and the company raised its full-year outlook, expecting growth and stronger pricing to offset higher costs.</p><p><blockquote>Stanley Black &amp; Decker (SWK) – 这家工具制造商每股收益超出预期 18 美分，季度收益为每股 3.08 美元。收入超出华尔街预期，该公司上调了全年展望，预计增长和更强劲的定价将抵消更高的成本。</blockquote></p><p> <b>3M(MMM)</b> – 3M rose 1.2% in premarket trading, after beating the $2.28 a share consensus estimate with quarterly earnings of $2.59 per share. Revenue beat forecasts as well, and 3M raised its full-year outlook as its various businesses recover from the pandemic.</p><p><blockquote><b>3M（3M）</b>– 3M 在盘前交易中上涨 1.2%，季度收益为每股 2.59 美元，超出了每股 2.28 美元的市场普遍预期。收入也超出预期，随着各项业务从疫情中复苏，3M 上调了全年预期。</blockquote></p><p> <b>General Electric(GE) </b>– GE shares rose 3.9% in premarket action, as it beat forecasts and surprised analysts with positive cash flow for the quarter. GE earned 5 cents per share for the second quarter, 2 cents a share above estimates. Revenue beat estimates as well on strong performances by its aviation and power divisions.</p><p><blockquote><b>通用电气(GE)</b>– GE 股价在盘前交易中上涨 3.9%，超出预期，并以本季度正现金流令分析师感到惊讶。GE第二季度每股收益为5美分，比预期高出2美分。由于航空和动力部门的强劲表现，收入也超出了预期。</blockquote></p><p> <b>Raytheon Technologies(RTX) </b>– Raytheon came in 10 cents a share above estimates, with quarterly earnings of $1.03 per share. Revenue also topped analysts’ forecasts. The aerospace manufacturer raised its full-year forecast, as a recovery in commercial air travel boosted demand for its products and services. Raytheon shares rose 1.7% in the premarket.</p><p><blockquote><b>雷神技术公司(RTX)</b>– 雷神公司每股收益比预期高出 10 美分，季度收益为每股 1.03 美元。收入也超出了分析师的预期。由于商业航空旅行的复苏提振了对其产品和服务的需求，这家航空航天制造商上调了全年预测。雷神公司股价盘前上涨 1.7%。</blockquote></p><p> <b>Sirius XM(SIRI)</b> – The satellite radio operator beat estimates by 3 cents a share, with quarterly earnings of 10 cents per share. The company also reported better-than-expected revenue. Its profit nearly doubled from a year earlier as it benefited from subscriber additions. The stock gained 3.1% in premarket action.</p><p><blockquote><b>天狼星XM（系列）</b>– 这家卫星广播运营商每股收益超出预期 3 美分，季度收益为每股 10 美分。该公司还公布了好于预期的收入。由于受益于用户的增加，其利润几乎比去年同期翻了一番。该股在盘前交易中上涨 3.1%。</blockquote></p><p> <b>Waste Management(WM)</b> – The waste collection company came in 8 cents a share above estimates, with quarterly earnings of $1.27 per share. Revenue also exceeded estimates. Waste Management said it benefited from a rebound in volume and a focus on cost controls.</p><p><blockquote><b>废物管理（WM）</b>– 这家垃圾收集公司的每股收益比预期高出 8 美分，季度收益为每股 1.27 美元。收入也超出预期。废物管理公司表示，它受益于数量的反弹和对成本控制的关注。</blockquote></p><p> <b>Sherwin-Williams(SHW) </b>– The paint maker fell 3 cents a share shy of consensus estimates, with quarterly earnings of $2.65 per share. Revenue was in line with estimates. Results were impacted by a return in do-it-yourself volumes to pre-pandemic levels.</p><p><blockquote><b>舍温-威廉姆斯(SHW)</b>– 这家涂料制造商每股股价下跌 3 美分，低于市场普遍预期，季度收益为每股 2.65 美元。收入符合预期。结果受到DIY数量恢复到大流行前水平的影响。</blockquote></p><p> <b>Intel(INTC) </b>– Intel set out a multi-year plan to regain its dominance in the semiconductor market, aiming to release a new chip each year between now and 2025 and seeking to regain lost market share from competitors like Samsung and&nbsp;Taiwan Semiconductor. Intel fell 1.9% in the premarket.</p><p><blockquote><b>英特尔(INTC)</b>– 英特尔制定了一项多年计划，以重新获得其在半导体市场的主导地位，目标是从现在到 2025 年每年发布一款新芯片，并寻求从三星和台积电等竞争对手手中夺回失去的市场份额。英特尔盘前下跌 1.9%。</blockquote></p><p></p><p> <b>Starbucks(SBUX)</b> – Starbucks expanded its partnership with Swiss food giant Nestle, with plans to introduce ready-to-drink coffee beverages in Southeasts Asia and Latin America. Separately, Starbucks sold its stake in its South Korea joint venture to local partner E-Mart and Singapore’s sovereign wealth fund.</p><p><blockquote><b>星巴克(SBUX)</b>– 星巴克扩大了与瑞士食品巨头雀巢的合作，计划在东南亚和拉丁美洲推出即饮咖啡饮料。另外，星巴克将其在韩国合资企业的股份出售给了当地合作伙伴易买得和新加坡主权财富基金。</blockquote></p><p> <b>Polaris Industries(PII)</b> – Polaris reported quarterly profit of $2.70 per share, beating the consensus estimate of $2.21 a share. The recreational vehicle maker’s revenue matched Wall Street projections. Polaris was helped by lower promotional costs and stronger pricing, although it also experienced higher costs for commodities and labor.</p><p><blockquote><b>北极星工业(PII)</b>– Polaris 公布季度利润为每股 2.70 美元，超出市场普遍预期的每股 2.21 美元。这家休闲车制造商的收入符合华尔街的预测。北极星得益于较低的促销成本和较强的定价，尽管它也经历了较高的商品和劳动力成本。</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>Toplines Before US Market Open on Tuesday<blockquote>周二美国市场开盘前的顶线</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\">\nToplines Before US Market Open on Tuesday<blockquote>周二美国市场开盘前的顶线</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\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\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-07-27 20:15</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><ul>  <li>Stock Futures Slip With Tech Earnings on Tap</li> </ul> <ul>  <li>Quarterly results are due from Apple, Microsoft and Alphabet after markets close</li> </ul> U.S. stock index futures fell on Tuesday ahead of earnings reports from the most valuable companies on Wall Street and in the run-up to the two-day Federal Reserve meeting.</p><p><blockquote><ul><li>随着科技股盈利的临近，股票期货下跌</li></ul><ul><li>苹果、微软和Alphabet将在收盘后公布季度业绩</li></ul>在华尔街最有价值的公司发布财报之前以及为期两天的美联储会议前夕，美国股指期货周二下跌。</blockquote></p><p> U.S. S&amp;P 500 E-minis were down 8.25 points, or 0.19%, at 08:05 am ET. Dow E-minis were down 93 points, or 0.27%, while Nasdaq 100 E-minis were down 3 points, or 0.02%.</p><p><blockquote>美国东部时间上午 08:05，美国标普500 E-mini 下跌 8.25 点，跌幅 0.19%。道琼斯电子迷你指数下跌 93 点，跌幅 0.27%，纳斯达克 100 电子迷你指数下跌 3 点，跌幅 0.02%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/3fb54b80cfb78268a87bd4a378ca296e\" tg-width=\"1080\" tg-height=\"403\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> Crypto Stocks tumbled in premarket trading&nbsp;on&nbsp;Amazon denimg report of accepting bitcoin as payment.Bit Digital,The9,SOS Ltd,Canaan,Ebang&nbsp;international,Marathon Digital Holdings,Riot Blockchain,Coinbase Global&nbsp;and&nbsp;Square&nbsp;plunged between 2% and 17%.</p><p><blockquote>亚马逊denimg报告接受比特币作为支付， 加密货币股票在盘前交易中暴跌.Bit Digital, The9, SOS Ltd, 迦南, 亿邦国际, 马拉松数字控股公司, Riot Blockchain, 比特币基地全球和Square暴跌2%至17%。</blockquote></p><p> More than one third of the S&amp;P 500 is set to report quarterly results this week, led by Apple, Microsoft, Amazon&nbsp;and Google-parent Alphabet, the four largest U.S. companies by market value.</p><p><blockquote>超过三分之一的标普500将于本周公布季度业绩，其中苹果、微软、亚马逊和谷歌母公司Alphabet是美国市值最大的四家公司。</blockquote></p><p> Apple, Alphabet and Microsoft, which were largely flat in premarket trade, are set to report earnings after the market closes, while Amazon will report results on Thursday.</p><p><blockquote>苹果、Alphabet和微软在盘前交易中基本持平，将在收盘后公布财报，而亚马逊将于周四公布业绩。</blockquote></p><p> Investors remained on edge, awaiting more signals from the central bank on when it intends to begin reining in its massive stimulus program. The two-day Fed meeting will begin later in the day.</p><p><blockquote>投资者仍然紧张，等待央行发出更多信号，说明何时开始控制其大规模刺激计划。为期两天的美联储会议将于当天晚些时候开始。</blockquote></p><p> <b>Stocks making the biggest moves in the premarket:</b></p><p><blockquote><b>盘前涨幅最大的股票：</b></blockquote></p><p> <b>Tesla(TSLA) </b>– Teslaearned $1.45 per sharefor the second quarter, compared to a 98 cents a share consensus estimate. Revenue also beat forecasts. The automaker said its success during the second half of the year would center around its ability to navigate supply chain issues. Tesla rose 1.6% in premarket trading.</p><p><blockquote><b>特斯拉（TSLA）</b>– 特斯拉第二季度每股收益为 1.45 美元，而市场普遍预期为每股 98 美分。收入也超出预期。该汽车制造商表示，下半年的成功将取决于其解决供应链问题的能力。特斯拉在盘前交易中上涨 1.6%。</blockquote></p><p> <b>F5 Networks(FFIV) </b>– F5 beat estimates by 30 cents a share, with quarterly earnings of $2.76 per share. The enterprise software maker’s revenue topped analysts’ forecasts as well. F5 saw strong demand amid a continued pandemic-induced growth in digital business applications. F5 rallied 6.1% in premarket trading.</p><p><blockquote><b>F5网络(FFIV)</b>– F5 每股收益超出预期 30 美分，季度收益为每股 2.76 美元。这家企业软件制造商的收入也超出了分析师的预期。在疫情引发的数字商业应用持续增长中，F5 的需求强劲。F5 在盘前交易中上涨 6.1%。</blockquote></p><p> <b>United Parcel Service(UPS)</b> – UPS shares fell 2.4% in the premarket, as domestic revenue came up shy of estimates. UPS&nbsp;beat overall on the top and bottom lines, however, as a surge in shipping of e-commerce orders continued. UPS earned $3.06 per share for the second quarter, compared to a consensus estimate of $2.82.</p><p><blockquote><b>联合包裹服务(UPS)</b>– 由于国内收入低于预期，UPS 股价在盘前下跌 2.4%。然而，随着电子商务订单出货量持续激增，UPS 在营收和利润方面总体表现优异。UPS 第二季度每股收益为 3.06 美元，而市场普遍预期为 2.82 美元。</blockquote></p><p> Stanley Black &amp; Decker(SWK) – The tool maker beat estimates by 18 cents a share, with quarterly earnings of $3.08 per share. Revenue topped Street forecasts and the company raised its full-year outlook, expecting growth and stronger pricing to offset higher costs.</p><p><blockquote>Stanley Black &amp; Decker (SWK) – 这家工具制造商每股收益超出预期 18 美分，季度收益为每股 3.08 美元。收入超出华尔街预期，该公司上调了全年展望，预计增长和更强劲的定价将抵消更高的成本。</blockquote></p><p> <b>3M(MMM)</b> – 3M rose 1.2% in premarket trading, after beating the $2.28 a share consensus estimate with quarterly earnings of $2.59 per share. Revenue beat forecasts as well, and 3M raised its full-year outlook as its various businesses recover from the pandemic.</p><p><blockquote><b>3M（3M）</b>– 3M 在盘前交易中上涨 1.2%，季度收益为每股 2.59 美元，超出了每股 2.28 美元的市场普遍预期。收入也超出预期，随着各项业务从疫情中复苏，3M 上调了全年预期。</blockquote></p><p> <b>General Electric(GE) </b>– GE shares rose 3.9% in premarket action, as it beat forecasts and surprised analysts with positive cash flow for the quarter. GE earned 5 cents per share for the second quarter, 2 cents a share above estimates. Revenue beat estimates as well on strong performances by its aviation and power divisions.</p><p><blockquote><b>通用电气(GE)</b>– GE 股价在盘前交易中上涨 3.9%，超出预期，并以本季度正现金流令分析师感到惊讶。GE第二季度每股收益为5美分，比预期高出2美分。由于航空和动力部门的强劲表现，收入也超出了预期。</blockquote></p><p> <b>Raytheon Technologies(RTX) </b>– Raytheon came in 10 cents a share above estimates, with quarterly earnings of $1.03 per share. Revenue also topped analysts’ forecasts. The aerospace manufacturer raised its full-year forecast, as a recovery in commercial air travel boosted demand for its products and services. Raytheon shares rose 1.7% in the premarket.</p><p><blockquote><b>雷神技术公司(RTX)</b>– 雷神公司每股收益比预期高出 10 美分，季度收益为每股 1.03 美元。收入也超出了分析师的预期。由于商业航空旅行的复苏提振了对其产品和服务的需求，这家航空航天制造商上调了全年预测。雷神公司股价盘前上涨 1.7%。</blockquote></p><p> <b>Sirius XM(SIRI)</b> – The satellite radio operator beat estimates by 3 cents a share, with quarterly earnings of 10 cents per share. The company also reported better-than-expected revenue. Its profit nearly doubled from a year earlier as it benefited from subscriber additions. The stock gained 3.1% in premarket action.</p><p><blockquote><b>天狼星XM（系列）</b>– 这家卫星广播运营商每股收益超出预期 3 美分，季度收益为每股 10 美分。该公司还公布了好于预期的收入。由于受益于用户的增加，其利润几乎比去年同期翻了一番。该股在盘前交易中上涨 3.1%。</blockquote></p><p> <b>Waste Management(WM)</b> – The waste collection company came in 8 cents a share above estimates, with quarterly earnings of $1.27 per share. Revenue also exceeded estimates. Waste Management said it benefited from a rebound in volume and a focus on cost controls.</p><p><blockquote><b>废物管理（WM）</b>– 这家垃圾收集公司的每股收益比预期高出 8 美分，季度收益为每股 1.27 美元。收入也超出预期。废物管理公司表示，它受益于数量的反弹和对成本控制的关注。</blockquote></p><p> <b>Sherwin-Williams(SHW) </b>– The paint maker fell 3 cents a share shy of consensus estimates, with quarterly earnings of $2.65 per share. Revenue was in line with estimates. Results were impacted by a return in do-it-yourself volumes to pre-pandemic levels.</p><p><blockquote><b>舍温-威廉姆斯(SHW)</b>– 这家涂料制造商每股股价下跌 3 美分，低于市场普遍预期，季度收益为每股 2.65 美元。收入符合预期。结果受到DIY数量恢复到大流行前水平的影响。</blockquote></p><p> <b>Intel(INTC) </b>– Intel set out a multi-year plan to regain its dominance in the semiconductor market, aiming to release a new chip each year between now and 2025 and seeking to regain lost market share from competitors like Samsung and&nbsp;Taiwan Semiconductor. Intel fell 1.9% in the premarket.</p><p><blockquote><b>英特尔(INTC)</b>– 英特尔制定了一项多年计划，以重新获得其在半导体市场的主导地位，目标是从现在到 2025 年每年发布一款新芯片，并寻求从三星和台积电等竞争对手手中夺回失去的市场份额。英特尔盘前下跌 1.9%。</blockquote></p><p></p><p> <b>Starbucks(SBUX)</b> – Starbucks expanded its partnership with Swiss food giant Nestle, with plans to introduce ready-to-drink coffee beverages in Southeasts Asia and Latin America. Separately, Starbucks sold its stake in its South Korea joint venture to local partner E-Mart and Singapore’s sovereign wealth fund.</p><p><blockquote><b>星巴克(SBUX)</b>– 星巴克扩大了与瑞士食品巨头雀巢的合作，计划在东南亚和拉丁美洲推出即饮咖啡饮料。另外，星巴克将其在韩国合资企业的股份出售给了当地合作伙伴易买得和新加坡主权财富基金。</blockquote></p><p> <b>Polaris Industries(PII)</b> – Polaris reported quarterly profit of $2.70 per share, beating the consensus estimate of $2.21 a share. The recreational vehicle maker’s revenue matched Wall Street projections. Polaris was helped by lower promotional costs and stronger pricing, although it also experienced higher costs for commodities and labor.</p><p><blockquote><b>北极星工业(PII)</b>– Polaris 公布季度利润为每股 2.70 美元，超出市场普遍预期的每股 2.21 美元。这家休闲车制造商的收入符合华尔街的预测。北极星得益于较低的促销成本和较强的定价，尽管它也经历了较高的商品和劳动力成本。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GOOGL":"谷歌A","MMM":"3M","GOOG":"谷歌","GE":"GE航空航天","TSLA":"特斯拉","RTX":"雷神技术公司","FFIV":"F5 Inc","UPS":"联合包裹",".DJI":"道琼斯","WM":"美国废物管理","AAPL":"苹果",".IXIC":"NASDAQ Composite","INTC":"英特尔",".SPX":"S&P 500 Index","MSFT":"微软","SBUX":"星巴克"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1190390540","content_text":"Stock Futures Slip With Tech Earnings on Tap\n\n\nQuarterly results are due from Apple, Microsoft and Alphabet after markets close\n\nU.S. stock index futures fell on Tuesday ahead of earnings reports from the most valuable companies on Wall Street and in the run-up to the two-day Federal Reserve meeting.\nU.S. S&P 500 E-minis were down 8.25 points, or 0.19%, at 08:05 am ET. Dow E-minis were down 93 points, or 0.27%, while Nasdaq 100 E-minis were down 3 points, or 0.02%.\n\nCrypto Stocks tumbled in premarket trading on Amazon denimg report of accepting bitcoin as payment.Bit Digital,The9,SOS Ltd,Canaan,Ebang international,Marathon Digital Holdings,Riot Blockchain,Coinbase Global and Square plunged between 2% and 17%.\nMore than one third of the S&P 500 is set to report quarterly results this week, led by Apple, Microsoft, Amazon and Google-parent Alphabet, the four largest U.S. companies by market value.\nApple, Alphabet and Microsoft, which were largely flat in premarket trade, are set to report earnings after the market closes, while Amazon will report results on Thursday.\nInvestors remained on edge, awaiting more signals from the central bank on when it intends to begin reining in its massive stimulus program. The two-day Fed meeting will begin later in the day.\nStocks making the biggest moves in the premarket:\nTesla(TSLA) – Teslaearned $1.45 per sharefor the second quarter, compared to a 98 cents a share consensus estimate. Revenue also beat forecasts. The automaker said its success during the second half of the year would center around its ability to navigate supply chain issues. Tesla rose 1.6% in premarket trading.\nF5 Networks(FFIV) – F5 beat estimates by 30 cents a share, with quarterly earnings of $2.76 per share. The enterprise software maker’s revenue topped analysts’ forecasts as well. F5 saw strong demand amid a continued pandemic-induced growth in digital business applications. F5 rallied 6.1% in premarket trading.\nUnited Parcel Service(UPS) – UPS shares fell 2.4% in the premarket, as domestic revenue came up shy of estimates. UPS beat overall on the top and bottom lines, however, as a surge in shipping of e-commerce orders continued. UPS earned $3.06 per share for the second quarter, compared to a consensus estimate of $2.82.\nStanley Black & Decker(SWK) – The tool maker beat estimates by 18 cents a share, with quarterly earnings of $3.08 per share. Revenue topped Street forecasts and the company raised its full-year outlook, expecting growth and stronger pricing to offset higher costs.\n3M(MMM) – 3M rose 1.2% in premarket trading, after beating the $2.28 a share consensus estimate with quarterly earnings of $2.59 per share. Revenue beat forecasts as well, and 3M raised its full-year outlook as its various businesses recover from the pandemic.\nGeneral Electric(GE) – GE shares rose 3.9% in premarket action, as it beat forecasts and surprised analysts with positive cash flow for the quarter. GE earned 5 cents per share for the second quarter, 2 cents a share above estimates. Revenue beat estimates as well on strong performances by its aviation and power divisions.\nRaytheon Technologies(RTX) – Raytheon came in 10 cents a share above estimates, with quarterly earnings of $1.03 per share. Revenue also topped analysts’ forecasts. The aerospace manufacturer raised its full-year forecast, as a recovery in commercial air travel boosted demand for its products and services. Raytheon shares rose 1.7% in the premarket.\nSirius XM(SIRI) – The satellite radio operator beat estimates by 3 cents a share, with quarterly earnings of 10 cents per share. The company also reported better-than-expected revenue. Its profit nearly doubled from a year earlier as it benefited from subscriber additions. The stock gained 3.1% in premarket action.\nWaste Management(WM) – The waste collection company came in 8 cents a share above estimates, with quarterly earnings of $1.27 per share. Revenue also exceeded estimates. Waste Management said it benefited from a rebound in volume and a focus on cost controls.\nSherwin-Williams(SHW) – The paint maker fell 3 cents a share shy of consensus estimates, with quarterly earnings of $2.65 per share. Revenue was in line with estimates. Results were impacted by a return in do-it-yourself volumes to pre-pandemic levels.\nIntel(INTC) – Intel set out a multi-year plan to regain its dominance in the semiconductor market, aiming to release a new chip each year between now and 2025 and seeking to regain lost market share from competitors like Samsung and Taiwan Semiconductor. Intel fell 1.9% in the premarket.\nStarbucks(SBUX) – Starbucks expanded its partnership with Swiss food giant Nestle, with plans to introduce ready-to-drink coffee beverages in Southeasts Asia and Latin America. Separately, Starbucks sold its stake in its South Korea joint venture to local partner E-Mart and Singapore’s sovereign wealth fund.\nPolaris Industries(PII) – Polaris reported quarterly profit of $2.70 per share, beating the consensus estimate of $2.21 a share. The recreational vehicle maker’s revenue matched Wall Street projections. Polaris was helped by lower promotional costs and stronger pricing, although it also experienced higher costs for commodities and labor.","news_type":1,"symbols_score_info":{"AAPL":0.9,".IXIC":0.9,"MMM":0.9,"GE":0.9,"INTC":0.9,"ESmain":0.9,".DJI":0.9,".SPX":0.9,"GOOG":0.9,"YMmain":0.9,"FFIV":0.9,"SBUX":0.9,"WM":0.9,"RTX":0.9,"NQmain":0.9,"TSLA":0.9,"MSFT":0.9,"GOOGL":0.9,"UPS":0.9}},"isVote":1,"tweetType":1,"viewCount":546,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":175808776,"gmtCreate":1627018255995,"gmtModify":1631892139817,"author":{"id":"3578208127574897","authorId":"3578208127574897","name":"ckpham8122","avatar":"https://static.tigerbbs.com/41496b699f9fc3e0075bbf3f4ba67320","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578208127574897","authorIdStr":"3578208127574897"},"themes":[],"title":"","htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/175808776","repostId":"1164478982","repostType":4,"isVote":1,"tweetType":1,"viewCount":869,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":165679499,"gmtCreate":1624141766711,"gmtModify":1634010429625,"author":{"id":"3578208127574897","authorId":"3578208127574897","name":"ckpham8122","avatar":"https://static.tigerbbs.com/41496b699f9fc3e0075bbf3f4ba67320","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578208127574897","authorIdStr":"3578208127574897"},"themes":[],"title":"","htmlText":"Latest","listText":"Latest","text":"Latest","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/165679499","repostId":"1113942445","repostType":4,"isVote":1,"tweetType":1,"viewCount":455,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":371799398,"gmtCreate":1618969635514,"gmtModify":1634289525482,"author":{"id":"3578208127574897","authorId":"3578208127574897","name":"ckpham8122","avatar":"https://static.tigerbbs.com/41496b699f9fc3e0075bbf3f4ba67320","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578208127574897","authorIdStr":"3578208127574897"},"themes":[],"title":"","htmlText":"Like the comment","listText":"Like the comment","text":"Like the comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/371799398","repostId":"2129289138","repostType":4,"isVote":1,"tweetType":1,"viewCount":445,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":175808776,"gmtCreate":1627018255995,"gmtModify":1631892139817,"author":{"id":"3578208127574897","authorId":"3578208127574897","name":"ckpham8122","avatar":"https://static.tigerbbs.com/41496b699f9fc3e0075bbf3f4ba67320","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578208127574897","authorIdStr":"3578208127574897"},"themes":[],"title":"","htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/175808776","repostId":"1164478982","repostType":4,"isVote":1,"tweetType":1,"viewCount":869,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":114795350,"gmtCreate":1623104151470,"gmtModify":1634037036320,"author":{"id":"3578208127574897","authorId":"3578208127574897","name":"ckpham8122","avatar":"https://static.tigerbbs.com/41496b699f9fc3e0075bbf3f4ba67320","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578208127574897","authorIdStr":"3578208127574897"},"themes":[],"title":"","htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/114795350","repostId":"1108033863","repostType":4,"isVote":1,"tweetType":1,"viewCount":544,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":830036617,"gmtCreate":1628992869739,"gmtModify":1631892139799,"author":{"id":"3578208127574897","authorId":"3578208127574897","name":"ckpham8122","avatar":"https://static.tigerbbs.com/41496b699f9fc3e0075bbf3f4ba67320","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578208127574897","authorIdStr":"3578208127574897"},"themes":[],"title":"","htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/830036617","repostId":"2159215676","repostType":4,"repost":{"id":"2159215676","kind":"highlight","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga Earnings","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1628992609,"share":"https://www.laohunote.com/m/news/2159215676?lang=zh_CN&edition=full","pubTime":"2021-08-15 09:56","market":"us","language":"en","title":"Why 6 DoorDash Analysts Are Raising Price Targets After Q2 Earnings<blockquote>为什么 6 位 DoorDash 分析师在第二季度收益后上调目标价</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2159215676","media":"Benzinga Earnings","summary":"Analysts share their reactions and new price targets on shares of DoorDash Inc (NYSE: DASH), which reported second-quarter earnings Thursday after market close.","content":"<p>Analysts share their reactions and new price targets on shares of <b>DoorDash Inc</b> (NYSE:DASH), which reported second-quarter earnings Thursday after market close.</p><p><blockquote>分析师分享了他们对股票的反应和新的价格目标<b>DoorDash公司</b>（纽约证券交易所股票代码：DASH）周四收盘后公布了第二季度收益。</blockquote></p><p> <b>The DoorDash Analysts: </b>Barclays analyst Ross Sandler had&nbsp;an Equal Weight rating and raised&nbsp;the price target from $160 to $183.</p><p><blockquote><b>DoorDash 分析师：</b>巴克莱分析师罗斯·桑德勒给予同等权重评级，并将目标价从 160 美元上调至 183 美元。</blockquote></p><p> JMP Securities analyst Ronald V. Josey had&nbsp;a Market Outperform rating and raised&nbsp;the price target from $195 to $210.</p><p><blockquote>JMP Securities 分析师 Ronald V. Josey 给予大盘跑赢大盘评级，并将目标价从 195 美元上调至 210 美元。</blockquote></p><p> Wells Fargo analyst Brian Fitzgerald had&nbsp;an Overweight rating and raised&nbsp;the price target from $215 to $235.</p><p><blockquote>富国银行分析师 Brian Fitzgerald 给予跑赢大盘评级，并将目标价从 215 美元上调至 235 美元。</blockquote></p><p> RBC Capital analyst Brad Erickson had&nbsp;an Outperform rating and raised&nbsp;the price target from $175 to $210.</p><p><blockquote>加拿大皇家银行资本分析师布拉德·埃里克森给予跑赢大盘评级，并将目标价从 175 美元上调至 210 美元。</blockquote></p><p> Mizuho Securities analyst James Lee had&nbsp;a Neutral rating and raised&nbsp;the price target from $155 to $175.</p><p><blockquote>瑞穗证券分析师 James Lee 给予中性评级，并将目标价从 155 美元上调至 175 美元。</blockquote></p><p> Needham analyst Bernie McTernan had&nbsp;a Buy rating and raised&nbsp;the price target from $195 to $230.</p><p><blockquote>Needham 分析师 Bernie McTernan 给予买入评级，并将目标价从 195 美元上调至 230 美元。</blockquote></p><p> <b>The Analyst Takeaways: </b>DoorDash gained three percentage points in market share for the U.S. food delivery share, Josey said. The analyst notes a highly engaged customer based and also highlighted frequency hitting an all-time high in the quarter.</p><p><blockquote><b>分析师要点：</b>乔西说，DoorDash在美国食品配送市场份额中的市场份额增加了三个百分点。该分析师指出，客户参与度很高，并强调本季度的频率创历史新高。</blockquote></p><p> “DashPass subscribers grew more than 2x as fast as non-DashPass MAUs year-over-year,” Josey said.</p><p><blockquote>“Josey 说：”DashPass 用户的同比增长速度是非 DashPass 用户的 2 倍多。</blockquote></p><p> DoorDash management said its order frequency has not reached its peak yet, Fitzgerald added.</p><p><blockquote>菲茨杰拉德补充说，DoorDash 管理层表示，其订单频率尚未达到峰值。</blockquote></p><p> A focus on gross profit dollars and reinvestment in growth initiatives was called out by Erickson in the updated note.</p><p><blockquote>埃里克森在更新后的报告中呼吁关注毛利润和增长计划的再投资。</blockquote></p><p> “On top of beating gross order volume, revenue and EBITDA and raising its FY guide, specific encouraging demand highlights includes 300 bps of U.S. shares gains year-over-year,” Erickson said.</p><p><blockquote>“埃里克森说：”除了超越总订单量、收入和 EBITDA 以及上调财年指引外，具体的令人鼓舞的需求亮点还包括美股同比上涨 300 个基点。</blockquote></p><p> The analyst noted&nbsp;company management mentioned progress in Canada and Australia and other international launches coming.</p><p><blockquote>该分析师指出，公司管理层提到了加拿大和澳大利亚的进展以及即将推出的其他国际产品。</blockquote></p><p> “Volume growth was the highlight of 2Q earnings to us, highlighting consumer delivery habits are still sticky late into the pandemic,” McTernan said. The analyst was surprised by the upside in volume in the late stages of the pandemic.</p><p><blockquote>“麦克特南说：”销量增长是我们第二季度财报的亮点，这凸显了消费者的送货习惯在大流行病后期仍然很粘稠。分析师对疫情后期交易量的上升感到惊讶。</blockquote></p><p> <b>Non-Food Delivery Growth:</b> Sandler highlighted the growth of DoorDash in non-restaurant areas like grocery, convenience, pets and alcohol. This segment is helping drive frequency, retention and efficiency for the company with frequency hitting record highs in the quarter.</p><p><blockquote><b>非食品配送增长：</b>桑德勒强调了 DoorDash 在杂货、便利、宠物和酒类等非餐厅领域的增长。该细分市场有助于提高公司的频率、保留率和效率，本季度频率创下历史新高。</blockquote></p><p> DoorDash’s non-restaurant orders could have been placed by 10% of the company’s users in the second quarter, compared to 7% of orders in the first quarter, Josey said.</p><p><blockquote>乔西说，DoorDash 的非餐厅订单可能是由公司 10% 的用户在第二季度下的，而第一季度这一比例为 7%。</blockquote></p><p> The analyst also noted&nbsp;the addition of more than 5,000 convenience stores in the second quarter including <b><a href=\"https://laohu8.com/S/WBA\">Walgreens Boots Alliance</a> Inc</b> (NASDAQ:WBA), <b>Rite Aid Corporation</b> (NYSE:RAD), <b>Albertsons Companies Inc</b> (NYSE:ACI), <b>PetSmart</b> and <b>Bed Bath &amp; Beyond Inc.</b>&nbsp;(NASDAQ:BBBY) locations.</p><p><blockquote>该分析师还指出，第二季度新增了 5,000 多家便利店，包括<b><a href=\"https://laohu8.com/S/WBA\">沃尔格林博姿联盟</a>公司</b>（纳斯达克股票代码：WBA）<b>Rite Aid公司</b>（纽约证券交易所代码：RAD），<b>艾伯森公司</b>（纽约证券交易所代码：ACI）<b>宠物智能</b>和<b>贝德巴斯及超越公司。</b>（纳斯达克股票代码：BBBY）地点。</blockquote></p><p> “Over 30% of DASH’s business came from orders outside restaurants in Q2, early data suggest that multi-category customers increase both their retention and engagement rates,” Fitzgerald said.</p><p><blockquote>“菲茨杰拉德说：”第二季度，DASH 超过 30% 的业务来自餐厅以外的订单，早期数据显示，多品类顾客的留存率和参与度都有所提高。</blockquote></p><p> <b>What’s Next: </b>International growth, investments in new categories and a healthy supply of Dashers are highlighted by Josey.</p><p><blockquote><b>下一步是什么：</b>Josey强调了国际增长、新类别的投资和短跑运动员的健康供应。</blockquote></p><p> “DASH deserves a premium to the peer set,” Sandler said.</p><p><blockquote>“桑德勒说：”与同行相比，DASH 值得溢价。</blockquote></p><p> “We expect DASH shares to continue to grind higher as its U.S. market share and momentum continue to resonate,” Fitzgerald said. “If DASH can replicate the operational prowess it has demonstrated in the U.S. as a fast follower in international markets, we think shares have significantly more upside in the coming years.”</p><p><blockquote>“菲茨杰拉德说：”我们预计，随着 DASH 在美国的市场份额和发展势头的持续共振，DASH 的股价将继续走高。“如果 DASH 能够复制其在美国作为国际市场的快速追随者所展示的运营实力，我们认为其股价在未来几年将有更大的上涨空间。”</blockquote></p><p> Additional grocery delivery is expected to roll out in the second half of the year “providing opportunities to become a second logistics source for some key accounts,” highlights Fitzgerald.</p><p><blockquote>菲茨杰拉德强调说，预计下半年将推出更多的杂货配送服务，“为一些大客户提供成为第二物流来源的机会”。</blockquote></p><p> DoorDash has some regulatory headwinds in large cities such as&nbsp;San Francisco and New York City but Lee sees these being less than feared. Management sees momentum carrying into the third quarter, the analyst notes.</p><p><blockquote>DoorDash 在旧金山和纽约市等大城市遇到了一些监管阻力，但 Lee 认为这些阻力并不像人们担心的那样。分析师指出，管理层认为势头将持续到第三季度。</blockquote></p><p> “Given investments in new categories and international markets we believe the level of incremental investment represents the greatest risk to our forecast,” McTernan said.</p><p><blockquote>“麦克特南说：”鉴于对新类别和国际市场的投资，我们认为增量投资水平对我们的预测构成了最大的风险。</blockquote></p><p> <b>DASH Price Action: </b>DoorDash shares rose 3.5% to $194.79&nbsp;on Friday.</p><p><blockquote><b>DASH价格走势：</b>DoorDash 股价周五上涨 3.5%，至 194.79 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>Why 6 DoorDash Analysts Are Raising Price Targets After Q2 Earnings<blockquote>为什么 6 位 DoorDash 分析师在第二季度收益后上调目标价</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\">\nWhy 6 DoorDash Analysts Are Raising Price Targets After Q2 Earnings<blockquote>为什么 6 位 DoorDash 分析师在第二季度收益后上调目标价</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 Earnings </p>\n<p class=\"h-time smaller\">2021-08-15 09:56</p>\n</div>\n</div>\n</h4>\n</header>\n<article>\n<p>Analysts share their reactions and new price targets on shares of <b>DoorDash Inc</b> (NYSE:DASH), which reported second-quarter earnings Thursday after market close.</p><p><blockquote>分析师分享了他们对股票的反应和新的价格目标<b>DoorDash公司</b>（纽约证券交易所股票代码：DASH）周四收盘后公布了第二季度收益。</blockquote></p><p> <b>The DoorDash Analysts: </b>Barclays analyst Ross Sandler had&nbsp;an Equal Weight rating and raised&nbsp;the price target from $160 to $183.</p><p><blockquote><b>DoorDash 分析师：</b>巴克莱分析师罗斯·桑德勒给予同等权重评级，并将目标价从 160 美元上调至 183 美元。</blockquote></p><p> JMP Securities analyst Ronald V. Josey had&nbsp;a Market Outperform rating and raised&nbsp;the price target from $195 to $210.</p><p><blockquote>JMP Securities 分析师 Ronald V. Josey 给予大盘跑赢大盘评级，并将目标价从 195 美元上调至 210 美元。</blockquote></p><p> Wells Fargo analyst Brian Fitzgerald had&nbsp;an Overweight rating and raised&nbsp;the price target from $215 to $235.</p><p><blockquote>富国银行分析师 Brian Fitzgerald 给予跑赢大盘评级，并将目标价从 215 美元上调至 235 美元。</blockquote></p><p> RBC Capital analyst Brad Erickson had&nbsp;an Outperform rating and raised&nbsp;the price target from $175 to $210.</p><p><blockquote>加拿大皇家银行资本分析师布拉德·埃里克森给予跑赢大盘评级，并将目标价从 175 美元上调至 210 美元。</blockquote></p><p> Mizuho Securities analyst James Lee had&nbsp;a Neutral rating and raised&nbsp;the price target from $155 to $175.</p><p><blockquote>瑞穗证券分析师 James Lee 给予中性评级，并将目标价从 155 美元上调至 175 美元。</blockquote></p><p> Needham analyst Bernie McTernan had&nbsp;a Buy rating and raised&nbsp;the price target from $195 to $230.</p><p><blockquote>Needham 分析师 Bernie McTernan 给予买入评级，并将目标价从 195 美元上调至 230 美元。</blockquote></p><p> <b>The Analyst Takeaways: </b>DoorDash gained three percentage points in market share for the U.S. food delivery share, Josey said. The analyst notes a highly engaged customer based and also highlighted frequency hitting an all-time high in the quarter.</p><p><blockquote><b>分析师要点：</b>乔西说，DoorDash在美国食品配送市场份额中的市场份额增加了三个百分点。该分析师指出，客户参与度很高，并强调本季度的频率创历史新高。</blockquote></p><p> “DashPass subscribers grew more than 2x as fast as non-DashPass MAUs year-over-year,” Josey said.</p><p><blockquote>“Josey 说：”DashPass 用户的同比增长速度是非 DashPass 用户的 2 倍多。</blockquote></p><p> DoorDash management said its order frequency has not reached its peak yet, Fitzgerald added.</p><p><blockquote>菲茨杰拉德补充说，DoorDash 管理层表示，其订单频率尚未达到峰值。</blockquote></p><p> A focus on gross profit dollars and reinvestment in growth initiatives was called out by Erickson in the updated note.</p><p><blockquote>埃里克森在更新后的报告中呼吁关注毛利润和增长计划的再投资。</blockquote></p><p> “On top of beating gross order volume, revenue and EBITDA and raising its FY guide, specific encouraging demand highlights includes 300 bps of U.S. shares gains year-over-year,” Erickson said.</p><p><blockquote>“埃里克森说：”除了超越总订单量、收入和 EBITDA 以及上调财年指引外，具体的令人鼓舞的需求亮点还包括美股同比上涨 300 个基点。</blockquote></p><p> The analyst noted&nbsp;company management mentioned progress in Canada and Australia and other international launches coming.</p><p><blockquote>该分析师指出，公司管理层提到了加拿大和澳大利亚的进展以及即将推出的其他国际产品。</blockquote></p><p> “Volume growth was the highlight of 2Q earnings to us, highlighting consumer delivery habits are still sticky late into the pandemic,” McTernan said. The analyst was surprised by the upside in volume in the late stages of the pandemic.</p><p><blockquote>“麦克特南说：”销量增长是我们第二季度财报的亮点，这凸显了消费者的送货习惯在大流行病后期仍然很粘稠。分析师对疫情后期交易量的上升感到惊讶。</blockquote></p><p> <b>Non-Food Delivery Growth:</b> Sandler highlighted the growth of DoorDash in non-restaurant areas like grocery, convenience, pets and alcohol. This segment is helping drive frequency, retention and efficiency for the company with frequency hitting record highs in the quarter.</p><p><blockquote><b>非食品配送增长：</b>桑德勒强调了 DoorDash 在杂货、便利、宠物和酒类等非餐厅领域的增长。该细分市场有助于提高公司的频率、保留率和效率，本季度频率创下历史新高。</blockquote></p><p> DoorDash’s non-restaurant orders could have been placed by 10% of the company’s users in the second quarter, compared to 7% of orders in the first quarter, Josey said.</p><p><blockquote>乔西说，DoorDash 的非餐厅订单可能是由公司 10% 的用户在第二季度下的，而第一季度这一比例为 7%。</blockquote></p><p> The analyst also noted&nbsp;the addition of more than 5,000 convenience stores in the second quarter including <b><a href=\"https://laohu8.com/S/WBA\">Walgreens Boots Alliance</a> Inc</b> (NASDAQ:WBA), <b>Rite Aid Corporation</b> (NYSE:RAD), <b>Albertsons Companies Inc</b> (NYSE:ACI), <b>PetSmart</b> and <b>Bed Bath &amp; Beyond Inc.</b>&nbsp;(NASDAQ:BBBY) locations.</p><p><blockquote>该分析师还指出，第二季度新增了 5,000 多家便利店，包括<b><a href=\"https://laohu8.com/S/WBA\">沃尔格林博姿联盟</a>公司</b>（纳斯达克股票代码：WBA）<b>Rite Aid公司</b>（纽约证券交易所代码：RAD），<b>艾伯森公司</b>（纽约证券交易所代码：ACI）<b>宠物智能</b>和<b>贝德巴斯及超越公司。</b>（纳斯达克股票代码：BBBY）地点。</blockquote></p><p> “Over 30% of DASH’s business came from orders outside restaurants in Q2, early data suggest that multi-category customers increase both their retention and engagement rates,” Fitzgerald said.</p><p><blockquote>“菲茨杰拉德说：”第二季度，DASH 超过 30% 的业务来自餐厅以外的订单，早期数据显示，多品类顾客的留存率和参与度都有所提高。</blockquote></p><p> <b>What’s Next: </b>International growth, investments in new categories and a healthy supply of Dashers are highlighted by Josey.</p><p><blockquote><b>下一步是什么：</b>Josey强调了国际增长、新类别的投资和短跑运动员的健康供应。</blockquote></p><p> “DASH deserves a premium to the peer set,” Sandler said.</p><p><blockquote>“桑德勒说：”与同行相比，DASH 值得溢价。</blockquote></p><p> “We expect DASH shares to continue to grind higher as its U.S. market share and momentum continue to resonate,” Fitzgerald said. “If DASH can replicate the operational prowess it has demonstrated in the U.S. as a fast follower in international markets, we think shares have significantly more upside in the coming years.”</p><p><blockquote>“菲茨杰拉德说：”我们预计，随着 DASH 在美国的市场份额和发展势头的持续共振，DASH 的股价将继续走高。“如果 DASH 能够复制其在美国作为国际市场的快速追随者所展示的运营实力，我们认为其股价在未来几年将有更大的上涨空间。”</blockquote></p><p> Additional grocery delivery is expected to roll out in the second half of the year “providing opportunities to become a second logistics source for some key accounts,” highlights Fitzgerald.</p><p><blockquote>菲茨杰拉德强调说，预计下半年将推出更多的杂货配送服务，“为一些大客户提供成为第二物流来源的机会”。</blockquote></p><p> DoorDash has some regulatory headwinds in large cities such as&nbsp;San Francisco and New York City but Lee sees these being less than feared. Management sees momentum carrying into the third quarter, the analyst notes.</p><p><blockquote>DoorDash 在旧金山和纽约市等大城市遇到了一些监管阻力，但 Lee 认为这些阻力并不像人们担心的那样。分析师指出，管理层认为势头将持续到第三季度。</blockquote></p><p> “Given investments in new categories and international markets we believe the level of incremental investment represents the greatest risk to our forecast,” McTernan said.</p><p><blockquote>“麦克特南说：”鉴于对新类别和国际市场的投资，我们认为增量投资水平对我们的预测构成了最大的风险。</blockquote></p><p> <b>DASH Price Action: </b>DoorDash shares rose 3.5% to $194.79&nbsp;on Friday.</p><p><blockquote><b>DASH价格走势：</b>DoorDash 股价周五上涨 3.5%，至 194.79 美元。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ACI":"艾伯森","WBA":"沃尔格林联合博姿","DASH":"DoorDash, Inc.","BBBY":"Bed Bath & Beyond, Inc.","QTWO":"Q2 Holdings Inc"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2159215676","content_text":"Analysts share their reactions and new price targets on shares of DoorDash Inc (NYSE:DASH), which reported second-quarter earnings Thursday after market close.\nThe DoorDash Analysts: Barclays analyst Ross Sandler had an Equal Weight rating and raised the price target from $160 to $183.\nJMP Securities analyst Ronald V. Josey had a Market Outperform rating and raised the price target from $195 to $210.\nWells Fargo analyst Brian Fitzgerald had an Overweight rating and raised the price target from $215 to $235.\nRBC Capital analyst Brad Erickson had an Outperform rating and raised the price target from $175 to $210.\nMizuho Securities analyst James Lee had a Neutral rating and raised the price target from $155 to $175.\nNeedham analyst Bernie McTernan had a Buy rating and raised the price target from $195 to $230.\nThe Analyst Takeaways: DoorDash gained three percentage points in market share for the U.S. food delivery share, Josey said. The analyst notes a highly engaged customer based and also highlighted frequency hitting an all-time high in the quarter.\n“DashPass subscribers grew more than 2x as fast as non-DashPass MAUs year-over-year,” Josey said.\nDoorDash management said its order frequency has not reached its peak yet, Fitzgerald added.\nA focus on gross profit dollars and reinvestment in growth initiatives was called out by Erickson in the updated note.\n“On top of beating gross order volume, revenue and EBITDA and raising its FY guide, specific encouraging demand highlights includes 300 bps of U.S. shares gains year-over-year,” Erickson said.\nThe analyst noted company management mentioned progress in Canada and Australia and other international launches coming.\n“Volume growth was the highlight of 2Q earnings to us, highlighting consumer delivery habits are still sticky late into the pandemic,” McTernan said. The analyst was surprised by the upside in volume in the late stages of the pandemic.\nNon-Food Delivery Growth: Sandler highlighted the growth of DoorDash in non-restaurant areas like grocery, convenience, pets and alcohol. This segment is helping drive frequency, retention and efficiency for the company with frequency hitting record highs in the quarter.\nDoorDash’s non-restaurant orders could have been placed by 10% of the company’s users in the second quarter, compared to 7% of orders in the first quarter, Josey said.\nThe analyst also noted the addition of more than 5,000 convenience stores in the second quarter including Walgreens Boots Alliance Inc (NASDAQ:WBA), Rite Aid Corporation (NYSE:RAD), Albertsons Companies Inc (NYSE:ACI), PetSmart and Bed Bath & Beyond Inc. (NASDAQ:BBBY) locations.\n“Over 30% of DASH’s business came from orders outside restaurants in Q2, early data suggest that multi-category customers increase both their retention and engagement rates,” Fitzgerald said.\nWhat’s Next: International growth, investments in new categories and a healthy supply of Dashers are highlighted by Josey.\n“DASH deserves a premium to the peer set,” Sandler said.\n“We expect DASH shares to continue to grind higher as its U.S. market share and momentum continue to resonate,” Fitzgerald said. “If DASH can replicate the operational prowess it has demonstrated in the U.S. as a fast follower in international markets, we think shares have significantly more upside in the coming years.”\nAdditional grocery delivery is expected to roll out in the second half of the year “providing opportunities to become a second logistics source for some key accounts,” highlights Fitzgerald.\nDoorDash has some regulatory headwinds in large cities such as San Francisco and New York City but Lee sees these being less than feared. Management sees momentum carrying into the third quarter, the analyst notes.\n“Given investments in new categories and international markets we believe the level of incremental investment represents the greatest risk to our forecast,” McTernan said.\nDASH Price Action: DoorDash shares rose 3.5% to $194.79 on Friday.","news_type":1,"symbols_score_info":{"BBBY":0.9,"ACI":0.9,"DASH":0.9,"RAD":0.9,"WBA":0.9,"QTWO":0.9}},"isVote":1,"tweetType":1,"viewCount":680,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":176943371,"gmtCreate":1626857051793,"gmtModify":1631892139820,"author":{"id":"3578208127574897","authorId":"3578208127574897","name":"ckpham8122","avatar":"https://static.tigerbbs.com/41496b699f9fc3e0075bbf3f4ba67320","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578208127574897","authorIdStr":"3578208127574897"},"themes":[],"title":"","htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/176943371","repostId":"1156292040","repostType":4,"repost":{"id":"1156292040","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1626880084,"share":"https://www.laohunote.com/m/news/1156292040?lang=zh_CN&edition=full","pubTime":"2021-07-21 23:08","market":"us","language":"en","title":"Airline stocks, Cruise Stocks rally continues in morning trading<blockquote>航空股、邮轮股早盘继续上涨</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1156292040","media":"Tiger Newspress","summary":"(July 21) Airline stocks, Cruise Stocks rally continues in morning trading.\nShares of Carnival  rose","content":"<p>(July&nbsp;21)&nbsp;Airline stocks, Cruise Stocks rally continues in morning trading.<img src=\"https://static.tigerbbs.com/552c4c7cf72c26141391a54bd44731bc\" tg-width=\"307\" tg-height=\"364\" width=\"100%\" height=\"auto\"></p><p><blockquote>（7月21日）航空股、邮轮股在早盘交易中继续上涨。</blockquote></p><p> Shares of&nbsp;<a href=\"https://laohu8.com/S/CCL\">Carnival</a> &nbsp;rose&nbsp;over&nbsp;3%&nbsp;in&nbsp;premarket trading,&nbsp;after&nbsp;the company said it plans to resume guest cruise operations across eight of its cruise line brands by the end of 2021. This would bring Carnival's total operating capacity to nearly 75% by the end of 2021.</p><p><blockquote>股份<a href=\"https://laohu8.com/S/CCL\">狂欢节</a>该公司表示计划在 2021 年底前恢复旗下八个邮轮品牌的客运邮轮业务，盘前交易中股价上涨超过 3%。到2021年底，嘉年华的总运营能力将达到近75%。</blockquote></p><p> A total of 54 ships across AIDA Cruises, Carnival Cruise Line, Costa Cruises, Cunard, Holland America Line, Princess Cruises, P&amp;O Cruises, and Seabourn plan to resume operations by the end of 2021.&nbsp;Carnival Cruise Line plans to return its full fleet to service this year, which would bring a total of 63 ships back to operations in 2021.</p><p><blockquote>AIDA Cruises、Carnival Cruise Line、Costa Cruises、Cunard、Holland America Line、Princess Cruises、P&amp;O Cruises 和 Seabourn 等公司共有 54 艘船舶计划在 2021 年底前恢复运营。嘉年华邮轮公司计划今年让其全部船队恢复运营，这将使 2021 年共有 63 艘船舶恢复运营。</blockquote></p><p> Carnival stock has rebounded 32% over the last year but tumbled in June&nbsp;as it ran into some hurdles with the state of Florida's pushback over COVID-19 vaccine mandates, which Carnival views as important to making passengers feel safe on board.Cruise stockshave come under more selling pressure in July over a recent spike in COVID-19 cases.</p><p><blockquote>嘉年华股价在去年反弹了 32%，但在 6 月份暴跌，因为佛罗里达州对 COVID-19 疫苗强制令的抵制遇到了一些障碍，嘉年华认为这对于让乘客在船上感到安全很重要。 由于最近 COVID-19 病例激增，游轮股票在 7 月份面临更大的抛售压力。</blockquote></p><p> Nonetheless, the updated roadmap on returning to normal operations gives investors some near-term visibility on Carnival's recovery. There seems to be tremendous pent-up demand for people to travel again. Carnival announced in early July that a 40-night winter sun Caribbean cruise on P&amp;O Cruises sold out in the first day.</p><p><blockquote>尽管如此，更新后的恢复正常运营路线图让投资者对嘉年华的复苏有了一些近期的了解。人们似乎有巨大的被压抑的需求再次旅行。嘉年华在7月初宣布，P&amp;O Cruises的40晚冬季太阳加勒比游轮在第一天就售罄了。</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>Airline stocks, Cruise Stocks rally continues in morning trading<blockquote>航空股、邮轮股早盘继续上涨</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\">\nAirline stocks, Cruise Stocks rally continues in morning trading<blockquote>航空股、邮轮股早盘继续上涨</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\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\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-07-21 23:08</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>(July&nbsp;21)&nbsp;Airline stocks, Cruise Stocks rally continues in morning trading.<img src=\"https://static.tigerbbs.com/552c4c7cf72c26141391a54bd44731bc\" tg-width=\"307\" tg-height=\"364\" width=\"100%\" height=\"auto\"></p><p><blockquote>（7月21日）航空股、邮轮股在早盘交易中继续上涨。</blockquote></p><p> Shares of&nbsp;<a href=\"https://laohu8.com/S/CCL\">Carnival</a> &nbsp;rose&nbsp;over&nbsp;3%&nbsp;in&nbsp;premarket trading,&nbsp;after&nbsp;the company said it plans to resume guest cruise operations across eight of its cruise line brands by the end of 2021. This would bring Carnival's total operating capacity to nearly 75% by the end of 2021.</p><p><blockquote>股份<a href=\"https://laohu8.com/S/CCL\">狂欢节</a>该公司表示计划在 2021 年底前恢复旗下八个邮轮品牌的客运邮轮业务，盘前交易中股价上涨超过 3%。到2021年底，嘉年华的总运营能力将达到近75%。</blockquote></p><p> A total of 54 ships across AIDA Cruises, Carnival Cruise Line, Costa Cruises, Cunard, Holland America Line, Princess Cruises, P&amp;O Cruises, and Seabourn plan to resume operations by the end of 2021.&nbsp;Carnival Cruise Line plans to return its full fleet to service this year, which would bring a total of 63 ships back to operations in 2021.</p><p><blockquote>AIDA Cruises、Carnival Cruise Line、Costa Cruises、Cunard、Holland America Line、Princess Cruises、P&amp;O Cruises 和 Seabourn 等公司共有 54 艘船舶计划在 2021 年底前恢复运营。嘉年华邮轮公司计划今年让其全部船队恢复运营，这将使 2021 年共有 63 艘船舶恢复运营。</blockquote></p><p> Carnival stock has rebounded 32% over the last year but tumbled in June&nbsp;as it ran into some hurdles with the state of Florida's pushback over COVID-19 vaccine mandates, which Carnival views as important to making passengers feel safe on board.Cruise stockshave come under more selling pressure in July over a recent spike in COVID-19 cases.</p><p><blockquote>嘉年华股价在去年反弹了 32%，但在 6 月份暴跌，因为佛罗里达州对 COVID-19 疫苗强制令的抵制遇到了一些障碍，嘉年华认为这对于让乘客在船上感到安全很重要。 由于最近 COVID-19 病例激增，游轮股票在 7 月份面临更大的抛售压力。</blockquote></p><p> Nonetheless, the updated roadmap on returning to normal operations gives investors some near-term visibility on Carnival's recovery. There seems to be tremendous pent-up demand for people to travel again. Carnival announced in early July that a 40-night winter sun Caribbean cruise on P&amp;O Cruises sold out in the first day.</p><p><blockquote>尽管如此，更新后的恢复正常运营路线图让投资者对嘉年华的复苏有了一些近期的了解。人们似乎有巨大的被压抑的需求再次旅行。嘉年华在7月初宣布，P&amp;O Cruises的40晚冬季太阳加勒比游轮在第一天就售罄了。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SAVE":"Spirit Airlines","UAL":"联合大陆航空","CCL":"嘉年华邮轮","LUV":"西南航空","BA":"波音","NCLH":"挪威邮轮","AAL":"美国航空","RCL":"皇家加勒比邮轮","DAL":"达美航空"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1156292040","content_text":"(July 21) Airline stocks, Cruise Stocks rally continues in morning trading.\nShares of Carnival  rose over 3% in premarket trading, after the company said it plans to resume guest cruise operations across eight of its cruise line brands by the end of 2021. This would bring Carnival's total operating capacity to nearly 75% by the end of 2021.\nA total of 54 ships across AIDA Cruises, Carnival Cruise Line, Costa Cruises, Cunard, Holland America Line, Princess Cruises, P&O Cruises, and Seabourn plan to resume operations by the end of 2021. Carnival Cruise Line plans to return its full fleet to service this year, which would bring a total of 63 ships back to operations in 2021.\nCarnival stock has rebounded 32% over the last year but tumbled in June as it ran into some hurdles with the state of Florida's pushback over COVID-19 vaccine mandates, which Carnival views as important to making passengers feel safe on board.Cruise stockshave come under more selling pressure in July over a recent spike in COVID-19 cases.\nNonetheless, the updated roadmap on returning to normal operations gives investors some near-term visibility on Carnival's recovery. There seems to be tremendous pent-up demand for people to travel again. Carnival announced in early July that a 40-night winter sun Caribbean cruise on P&O Cruises sold out in the first day.","news_type":1,"symbols_score_info":{"LUV":0.9,"SAVE":0.9,"BA":0.9,"UAL":0.9,"DAL":0.9,"AAL":0.9,"CCL":0.9,"NCLH":0.9,"RCL":0.9}},"isVote":1,"tweetType":1,"viewCount":370,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":346117765,"gmtCreate":1618013994257,"gmtModify":1634295263724,"author":{"id":"3578208127574897","authorId":"3578208127574897","name":"ckpham8122","avatar":"https://static.tigerbbs.com/41496b699f9fc3e0075bbf3f4ba67320","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578208127574897","authorIdStr":"3578208127574897"},"themes":[],"title":"","htmlText":"Like a comment","listText":"Like a comment","text":"Like a comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/346117765","repostId":"2126038125","repostType":4,"isVote":1,"tweetType":1,"viewCount":460,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":893564605,"gmtCreate":1628289743007,"gmtModify":1631892139804,"author":{"id":"3578208127574897","authorId":"3578208127574897","name":"ckpham8122","avatar":"https://static.tigerbbs.com/41496b699f9fc3e0075bbf3f4ba67320","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578208127574897","authorIdStr":"3578208127574897"},"themes":[],"title":"","htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/893564605","repostId":"1155656235","repostType":4,"repost":{"id":"1155656235","kind":"news","pubTimestamp":1628227304,"share":"https://www.laohunote.com/m/news/1155656235?lang=zh_CN&edition=full","pubTime":"2021-08-06 13:21","market":"us","language":"en","title":"20 cloud stocks expected to increase sales the most over the next two years<blockquote>预计未来两年销售额增幅最大的 20 只云股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1155656235","media":"MarketWatch","summary":"Cloud ETFs are close to record highs, propelled by a rally in the sector\nAnalysts see stellar sales ","content":"<p>Cloud ETFs are close to record highs, propelled by a rally in the sector</p><p><blockquote>在行业反弹的推动下，云 ETF 接近历史新高</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/78101d8010e186fe4df59b2ef82b5de6\" tg-width=\"700\" tg-height=\"394\" width=\"100%\" height=\"auto\"><span>Analysts see stellar sales growth ahead for companies that provide cloud services. (Getty Images/iStockphoto)</span></p><p><blockquote><p class=\"t-img-caption\"><span>分析师预计提供云服务的公司未来销售额将实现强劲增长。（盖蒂图片社/iStockphoto）</span></p></blockquote></p><p> U.S. investors remain bullish, despite rumblings out of China and the spike in delta variant infections.</p><p><blockquote>尽管来自中国大陆的传言和德尔塔变异毒株感染人数激增，美国投资者仍然看好。</blockquote></p><p> Cloud companies — those at the forefront of the shift in computing power to distributed models over the internet — are expected to grow at a rapid clip over the next several years, and four of the five largest exchange traded funds covering the space are close to hitting record highs.</p><p><blockquote>云公司——那些处于通过互联网将计算能力转变为分布式模型的最前沿的公司——预计将在未来几年快速增长，覆盖该领域的五大交易所交易基金中有四家接近创下历史新高。</blockquote></p><p> Below is a screen of stocks held by those ETFs, showing which are expected to increase their sales the most through 2023. In an industry with many players at relatively early stages, increases in sales, rather than in earnings, might be the best driver of stock prices.</p><p><blockquote>下面是这些 ETF 持有的股票屏幕，显示了预计到 2023 年销售额增幅最大的股票。在一个有许多参与者处于相对早期阶段的行业中，销售额的增长而不是盈利的增长可能是股价的最佳驱动因素。</blockquote></p><p> To begin the screen, we looked at the five largest cloud ETFs:</p><p><blockquote>为了开始屏幕，我们查看了五个最大的云 ETF：</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/36209ce827d95e822cad5128be8b146a\" tg-width=\"933\" tg-height=\"664\" width=\"100%\" height=\"auto\"><span>Source: FactSet</span></p><p><blockquote><p class=\"t-img-caption\"><span>来源：FactSet</span></p></blockquote></p><p> ETFs might be your best way to take a broad approach for a long-term play on the cloud revolution. If you are interested in any ETF, you should review the fund manager’s website.</p><p><blockquote>ETF 可能是您采取广泛方法长期参与云革命的最佳方式。如果您对任何 ETF 感兴趣，您应该查看基金经理的网站。</blockquote></p><p> Here’s a comparison of total returns through Aug. 4, along with those for the SPDR S&amp;P 500 ETF&nbsp;and the Invesco QQQ Trust&nbsp;(which tracks the Nasdaq-100 Index) for comparison:</p><p><blockquote>以下是截至 8 月 4 日的总回报率对比，以及 SPDR 标普500 ETF 和景顺 QQQ 信托基金（追踪纳斯达克 100 指数）的总回报率对比：</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/242f135b3c7cca3cbaae3ee574023c1f\" tg-width=\"942\" tg-height=\"577\" width=\"100%\" height=\"auto\"><span>Source: FactSet</span></p><p><blockquote><p class=\"t-img-caption\"><span>来源：FactSet</span></p></blockquote></p><p> The ETFs’ approaches differ. For example, the ARK Next Generation Internet ETF&nbsp;is the only one that is actively managed. The others track an index. It is also the only one that holds shares of Tesla Inc.,which makes up 10.65% of the portfolio, according to information posted by ARK Invest on Aug. 5. Tesla is an electric-vehicle manufacturer, but it can also be considered a cloud company because it distributes software updates over the internet continually, and offers other cloud-based services.</p><p><blockquote>ETF 的方法各不相同。例如，方舟下一代互联网ETF是唯一一只主动管理的。其他人跟踪索引。根据ARK Invest 8月5日发布的信息，它也是唯一一家持有特斯拉公司股票的公司，该公司占该投资组合的10.65%。特斯拉是一家电动汽车制造商，但它也可以被视为一家云公司，因为它不断通过互联网分发软件更新，并提供其他基于云的服务。</blockquote></p><p> Another holding unique to ARKW among the five cloud ETFs is Walt Disney Co.,which is certainly an important cloud player through its Disney+ streaming service, even if the company doesn’t say directly how much of its sales are derived from that rapidly growing segment.</p><p><blockquote>在五只云 ETF 中，ARKW 的另一个独特持股是华特迪士尼公司（Walt Disney Co.），该公司通过其 Disney+ 流媒体服务无疑是一家重要的云公司，尽管该公司没有直接说明其销售额中有多少来自这一快速增长的领域。</blockquote></p><p> As part of its description of ARKW, FactSet says the following:</p><p><blockquote>FactSet 对 ARKW 描述的一部分如下：</blockquote></p><p> <i>“Broadly speaking, the ARKW’s managers appear focused on big buzzwords such as Internet of Things, cloud computing, digital currencies and wearable technology. While the fund’s focus may be appealing for investors with conviction in these new technologies, portfolio implementation is a more difficult task: Most of the companies developing these advancements are huge corporations for which nascent technologies are only a small fraction of total revenues. As such, it’s very difficult to get pure-play access to ARKW’s targeted technologies — so be sure to confirm that the fund’s holdings — not just its thesis — align with your view of the space.”</i></p><p><blockquote><i>“从广义上讲，ARKW 的管理者似乎专注于物联网、云计算、数字货币和可穿戴技术等热门词汇。虽然该基金的重点可能是吸引对这些新技术充满信心的投资者，但投资组合的实施却是一项更加艰巨的任务： 大多数开发这些进步的公司都是大公司，新兴技术只占总收入的一小部分。因此，要获得 ARKW 的目标技术的纯粹权限是非常困难的--因此，一定要确认该基金的持有量--而不仅仅是其论点--与您对该领域的看法相一致。</i></blockquote></p><p> <b>Cloud-stock screen</b></p><p><blockquote><b>云库存屏幕</b></blockquote></p><p> Together, the five cloud ETFs listed above hold 147 stocks. To project sales growth through 2023, we used calendar 2020 sales estimates as a baseline and then looked at consensus estimates among analysts polled by FactSet for the subsequent three years, if available. (The 2020 numbers are estimates, because many companies’ fiscal years don’t match the calendar.)</p><p><blockquote>上面列出的五只云ETF总共持有147只股票。为了预测 2023 年的销售增长，我们使用 2020 年日历销售预测作为基线，然后查看 FactSet 调查的分析师对未来三年的共识预测（如果有）。(2020 年的数字是估计值，因为许多公司的财政年度与日历不符）。</blockquote></p><p> To make sure we had a solid set of estimates, we confined the group to the 126 companies covered by at least five analysts polled by FactSet, for which consensus sales estimates for calendar 2020 through calendar 2023 are available.</p><p><blockquote>为了确保我们有一套可靠的估计，我们将小组范围限制在 FactSet 调查的至少五名分析师所涵盖的 126 家公司，这些公司提供了 2020 年至 2023 年的共识销售估计。</blockquote></p><p> Here are the 20 companies projected to have the highest compound annual growth rates (CAGR) for sales through calendar 2023:</p><p><blockquote>以下是预计到 2023 年销售额复合年增长率 (CAGR) 最高的 20 家公司：</blockquote></p><p> <img src=\"https://static.tigerbbs.com/517a23591cde159fb889ab80abc4bcc6\" tg-width=\"934\" tg-height=\"765\" width=\"100%\" height=\"auto\"><img src=\"https://static.tigerbbs.com/6af2cf5b5f9f0ce50f8f023ac7babc7f\" tg-width=\"935\" tg-height=\"717\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b88ebe72e09cb9ce3294269f0a4ae431\" tg-width=\"935\" tg-height=\"403\" width=\"100%\" height=\"auto\"><span>Source: FactSet</span></p><p><blockquote><p class=\"t-img-caption\"><span>来源：FactSet</span></p></blockquote></p><p> There are actually 21 stocks listed, including Zillow Group Inc.’s Class A&nbsp;and Class C&nbsp;shares.</p><p><blockquote>实际上有 21 只股票上市，包括 Zillow Group Inc. 的 A 类股票和 C 类股票。</blockquote></p><p> It is interesting to see that the list is dominated by stocks held by ARKW. The fund has a broad definition of cloud companies and is focused also on sales growth.</p><p><blockquote>有趣的是，该名单以 ARKW 持有的股票为主。该基金对云公司有广泛的定义，也关注销售增长。</blockquote></p><p></p><p> Here are current forward price-to-sales ratios based on consensus estimates for the next 12 months, as well as ratios of current market cap to projected 2023 sales and summaries of analysts’ opinions about the stocks.</p><p><blockquote>以下是基于未来 12 个月共识估计的当前远期市销率，以及当前市值与 2023 年预计销售额的比率和分析师对股票的意见摘要。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/19b9c4bf1d8b1abcfa76b7d008a47ad7\" tg-width=\"938\" tg-height=\"805\" width=\"100%\" height=\"auto\"><img src=\"https://static.tigerbbs.com/2ff191189c5d7d2f31698843734ca3cc\" tg-width=\"933\" tg-height=\"773\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0e9543489c4d52d3f1a69dfdcf170115\" tg-width=\"930\" tg-height=\"242\" width=\"100%\" height=\"auto\"><span>Source: FactSet</span></p><p><blockquote><p class=\"t-img-caption\"><span>来源：FactSet</span></p></blockquote></p><p> In comparison, the forward price-to-sales ratio for SPY is 2.8, with a price/2023 estimated sales ratio of 2.6. For QQQ, the current P/S is 4.7, declining to 4.3 for 2023.</p><p><blockquote>相比之下，SPDR标普500指数ETF的远期市销率为 2.8，2023 年预计市销率为 2.6。QQQ 目前的市盈率为 4.7，2023 年将下降至 4.3。</blockquote></p><p></p>","source":"lsy1603348471595","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>20 cloud stocks expected to increase sales the most over the next two years<blockquote>预计未来两年销售额增幅最大的 20 只云股票</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\">\n20 cloud stocks expected to increase sales the most over the next two years<blockquote>预计未来两年销售额增幅最大的 20 只云股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">MarketWatch</strong><span class=\"h-time small\">2021-08-06 13:21</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Cloud ETFs are close to record highs, propelled by a rally in the sector</p><p><blockquote>在行业反弹的推动下，云 ETF 接近历史新高</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/78101d8010e186fe4df59b2ef82b5de6\" tg-width=\"700\" tg-height=\"394\" width=\"100%\" height=\"auto\"><span>Analysts see stellar sales growth ahead for companies that provide cloud services. (Getty Images/iStockphoto)</span></p><p><blockquote><p class=\"t-img-caption\"><span>分析师预计提供云服务的公司未来销售额将实现强劲增长。（盖蒂图片社/iStockphoto）</span></p></blockquote></p><p> U.S. investors remain bullish, despite rumblings out of China and the spike in delta variant infections.</p><p><blockquote>尽管来自中国大陆的传言和德尔塔变异毒株感染人数激增，美国投资者仍然看好。</blockquote></p><p> Cloud companies — those at the forefront of the shift in computing power to distributed models over the internet — are expected to grow at a rapid clip over the next several years, and four of the five largest exchange traded funds covering the space are close to hitting record highs.</p><p><blockquote>云公司——那些处于通过互联网将计算能力转变为分布式模型的最前沿的公司——预计将在未来几年快速增长，覆盖该领域的五大交易所交易基金中有四家接近创下历史新高。</blockquote></p><p> Below is a screen of stocks held by those ETFs, showing which are expected to increase their sales the most through 2023. In an industry with many players at relatively early stages, increases in sales, rather than in earnings, might be the best driver of stock prices.</p><p><blockquote>下面是这些 ETF 持有的股票屏幕，显示了预计到 2023 年销售额增幅最大的股票。在一个有许多参与者处于相对早期阶段的行业中，销售额的增长而不是盈利的增长可能是股价的最佳驱动因素。</blockquote></p><p> To begin the screen, we looked at the five largest cloud ETFs:</p><p><blockquote>为了开始屏幕，我们查看了五个最大的云 ETF：</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/36209ce827d95e822cad5128be8b146a\" tg-width=\"933\" tg-height=\"664\" width=\"100%\" height=\"auto\"><span>Source: FactSet</span></p><p><blockquote><p class=\"t-img-caption\"><span>来源：FactSet</span></p></blockquote></p><p> ETFs might be your best way to take a broad approach for a long-term play on the cloud revolution. If you are interested in any ETF, you should review the fund manager’s website.</p><p><blockquote>ETF 可能是您采取广泛方法长期参与云革命的最佳方式。如果您对任何 ETF 感兴趣，您应该查看基金经理的网站。</blockquote></p><p> Here’s a comparison of total returns through Aug. 4, along with those for the SPDR S&amp;P 500 ETF&nbsp;and the Invesco QQQ Trust&nbsp;(which tracks the Nasdaq-100 Index) for comparison:</p><p><blockquote>以下是截至 8 月 4 日的总回报率对比，以及 SPDR 标普500 ETF 和景顺 QQQ 信托基金（追踪纳斯达克 100 指数）的总回报率对比：</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/242f135b3c7cca3cbaae3ee574023c1f\" tg-width=\"942\" tg-height=\"577\" width=\"100%\" height=\"auto\"><span>Source: FactSet</span></p><p><blockquote><p class=\"t-img-caption\"><span>来源：FactSet</span></p></blockquote></p><p> The ETFs’ approaches differ. For example, the ARK Next Generation Internet ETF&nbsp;is the only one that is actively managed. The others track an index. It is also the only one that holds shares of Tesla Inc.,which makes up 10.65% of the portfolio, according to information posted by ARK Invest on Aug. 5. Tesla is an electric-vehicle manufacturer, but it can also be considered a cloud company because it distributes software updates over the internet continually, and offers other cloud-based services.</p><p><blockquote>ETF 的方法各不相同。例如，方舟下一代互联网ETF是唯一一只主动管理的。其他人跟踪索引。根据ARK Invest 8月5日发布的信息，它也是唯一一家持有特斯拉公司股票的公司，该公司占该投资组合的10.65%。特斯拉是一家电动汽车制造商，但它也可以被视为一家云公司，因为它不断通过互联网分发软件更新，并提供其他基于云的服务。</blockquote></p><p> Another holding unique to ARKW among the five cloud ETFs is Walt Disney Co.,which is certainly an important cloud player through its Disney+ streaming service, even if the company doesn’t say directly how much of its sales are derived from that rapidly growing segment.</p><p><blockquote>在五只云 ETF 中，ARKW 的另一个独特持股是华特迪士尼公司（Walt Disney Co.），该公司通过其 Disney+ 流媒体服务无疑是一家重要的云公司，尽管该公司没有直接说明其销售额中有多少来自这一快速增长的领域。</blockquote></p><p> As part of its description of ARKW, FactSet says the following:</p><p><blockquote>FactSet 对 ARKW 描述的一部分如下：</blockquote></p><p> <i>“Broadly speaking, the ARKW’s managers appear focused on big buzzwords such as Internet of Things, cloud computing, digital currencies and wearable technology. While the fund’s focus may be appealing for investors with conviction in these new technologies, portfolio implementation is a more difficult task: Most of the companies developing these advancements are huge corporations for which nascent technologies are only a small fraction of total revenues. As such, it’s very difficult to get pure-play access to ARKW’s targeted technologies — so be sure to confirm that the fund’s holdings — not just its thesis — align with your view of the space.”</i></p><p><blockquote><i>“从广义上讲，ARKW 的管理者似乎专注于物联网、云计算、数字货币和可穿戴技术等热门词汇。虽然该基金的重点可能是吸引对这些新技术充满信心的投资者，但投资组合的实施却是一项更加艰巨的任务： 大多数开发这些进步的公司都是大公司，新兴技术只占总收入的一小部分。因此，要获得 ARKW 的目标技术的纯粹权限是非常困难的--因此，一定要确认该基金的持有量--而不仅仅是其论点--与您对该领域的看法相一致。</i></blockquote></p><p> <b>Cloud-stock screen</b></p><p><blockquote><b>云库存屏幕</b></blockquote></p><p> Together, the five cloud ETFs listed above hold 147 stocks. To project sales growth through 2023, we used calendar 2020 sales estimates as a baseline and then looked at consensus estimates among analysts polled by FactSet for the subsequent three years, if available. (The 2020 numbers are estimates, because many companies’ fiscal years don’t match the calendar.)</p><p><blockquote>上面列出的五只云ETF总共持有147只股票。为了预测 2023 年的销售增长，我们使用 2020 年日历销售预测作为基线，然后查看 FactSet 调查的分析师对未来三年的共识预测（如果有）。(2020 年的数字是估计值，因为许多公司的财政年度与日历不符）。</blockquote></p><p> To make sure we had a solid set of estimates, we confined the group to the 126 companies covered by at least five analysts polled by FactSet, for which consensus sales estimates for calendar 2020 through calendar 2023 are available.</p><p><blockquote>为了确保我们有一套可靠的估计，我们将小组范围限制在 FactSet 调查的至少五名分析师所涵盖的 126 家公司，这些公司提供了 2020 年至 2023 年的共识销售估计。</blockquote></p><p> Here are the 20 companies projected to have the highest compound annual growth rates (CAGR) for sales through calendar 2023:</p><p><blockquote>以下是预计到 2023 年销售额复合年增长率 (CAGR) 最高的 20 家公司：</blockquote></p><p> <img src=\"https://static.tigerbbs.com/517a23591cde159fb889ab80abc4bcc6\" tg-width=\"934\" tg-height=\"765\" width=\"100%\" height=\"auto\"><img src=\"https://static.tigerbbs.com/6af2cf5b5f9f0ce50f8f023ac7babc7f\" tg-width=\"935\" tg-height=\"717\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b88ebe72e09cb9ce3294269f0a4ae431\" tg-width=\"935\" tg-height=\"403\" width=\"100%\" height=\"auto\"><span>Source: FactSet</span></p><p><blockquote><p class=\"t-img-caption\"><span>来源：FactSet</span></p></blockquote></p><p> There are actually 21 stocks listed, including Zillow Group Inc.’s Class A&nbsp;and Class C&nbsp;shares.</p><p><blockquote>实际上有 21 只股票上市，包括 Zillow Group Inc. 的 A 类股票和 C 类股票。</blockquote></p><p> It is interesting to see that the list is dominated by stocks held by ARKW. The fund has a broad definition of cloud companies and is focused also on sales growth.</p><p><blockquote>有趣的是，该名单以 ARKW 持有的股票为主。该基金对云公司有广泛的定义，也关注销售增长。</blockquote></p><p></p><p> Here are current forward price-to-sales ratios based on consensus estimates for the next 12 months, as well as ratios of current market cap to projected 2023 sales and summaries of analysts’ opinions about the stocks.</p><p><blockquote>以下是基于未来 12 个月共识估计的当前远期市销率，以及当前市值与 2023 年预计销售额的比率和分析师对股票的意见摘要。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/19b9c4bf1d8b1abcfa76b7d008a47ad7\" tg-width=\"938\" tg-height=\"805\" width=\"100%\" height=\"auto\"><img src=\"https://static.tigerbbs.com/2ff191189c5d7d2f31698843734ca3cc\" tg-width=\"933\" tg-height=\"773\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0e9543489c4d52d3f1a69dfdcf170115\" tg-width=\"930\" tg-height=\"242\" width=\"100%\" height=\"auto\"><span>Source: FactSet</span></p><p><blockquote><p class=\"t-img-caption\"><span>来源：FactSet</span></p></blockquote></p><p> In comparison, the forward price-to-sales ratio for SPY is 2.8, with a price/2023 estimated sales ratio of 2.6. For QQQ, the current P/S is 4.7, declining to 4.3 for 2023.</p><p><blockquote>相比之下，SPDR标普500指数ETF的远期市销率为 2.8，2023 年预计市销率为 2.6。QQQ 目前的市盈率为 4.7，2023 年将下降至 4.3。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.marketwatch.com/story/20-cloud-stocks-expected-to-increase-sales-the-most-over-the-next-two-years-11628186683?mod=home-page\">MarketWatch</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":{"ADYEY":"Adyen N.V.","SNAP":"Snap Inc","DKNG":"DraftKings Inc.","VCYT":"Veracyte Inc","MELI":"MercadoLibre","CRWD":"CrowdStrike Holdings, Inc.","COIN":"Coinbase Global, Inc.","TDOC":"Teladoc Health Inc.","Z":"Zillow","ROKU":"Roku Inc","PDD":"拼多多","SHOP":"Shopify Inc","ZG":"Zillow Class A","TSLA":"特斯拉","SE":"Sea Ltd","PINS":"Pinterest, Inc.","OKTA":"Okta Inc.","KC":"金山云"},"source_url":"https://www.marketwatch.com/story/20-cloud-stocks-expected-to-increase-sales-the-most-over-the-next-two-years-11628186683?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1155656235","content_text":"Cloud ETFs are close to record highs, propelled by a rally in the sector\nAnalysts see stellar sales growth ahead for companies that provide cloud services. (Getty Images/iStockphoto)\nU.S. investors remain bullish, despite rumblings out of China and the spike in delta variant infections.\nCloud companies — those at the forefront of the shift in computing power to distributed models over the internet — are expected to grow at a rapid clip over the next several years, and four of the five largest exchange traded funds covering the space are close to hitting record highs.\nBelow is a screen of stocks held by those ETFs, showing which are expected to increase their sales the most through 2023. In an industry with many players at relatively early stages, increases in sales, rather than in earnings, might be the best driver of stock prices.\nTo begin the screen, we looked at the five largest cloud ETFs:\nSource: FactSet\nETFs might be your best way to take a broad approach for a long-term play on the cloud revolution. If you are interested in any ETF, you should review the fund manager’s website.\nHere’s a comparison of total returns through Aug. 4, along with those for the SPDR S&P 500 ETF and the Invesco QQQ Trust (which tracks the Nasdaq-100 Index) for comparison:\nSource: FactSet\nThe ETFs’ approaches differ. For example, the ARK Next Generation Internet ETF is the only one that is actively managed. The others track an index. It is also the only one that holds shares of Tesla Inc.,which makes up 10.65% of the portfolio, according to information posted by ARK Invest on Aug. 5. Tesla is an electric-vehicle manufacturer, but it can also be considered a cloud company because it distributes software updates over the internet continually, and offers other cloud-based services.\nAnother holding unique to ARKW among the five cloud ETFs is Walt Disney Co.,which is certainly an important cloud player through its Disney+ streaming service, even if the company doesn’t say directly how much of its sales are derived from that rapidly growing segment.\nAs part of its description of ARKW, FactSet says the following:\n“Broadly speaking, the ARKW’s managers appear focused on big buzzwords such as Internet of Things, cloud computing, digital currencies and wearable technology. While the fund’s focus may be appealing for investors with conviction in these new technologies, portfolio implementation is a more difficult task: Most of the companies developing these advancements are huge corporations for which nascent technologies are only a small fraction of total revenues. As such, it’s very difficult to get pure-play access to ARKW’s targeted technologies — so be sure to confirm that the fund’s holdings — not just its thesis — align with your view of the space.”\nCloud-stock screen\nTogether, the five cloud ETFs listed above hold 147 stocks. To project sales growth through 2023, we used calendar 2020 sales estimates as a baseline and then looked at consensus estimates among analysts polled by FactSet for the subsequent three years, if available. (The 2020 numbers are estimates, because many companies’ fiscal years don’t match the calendar.)\nTo make sure we had a solid set of estimates, we confined the group to the 126 companies covered by at least five analysts polled by FactSet, for which consensus sales estimates for calendar 2020 through calendar 2023 are available.\nHere are the 20 companies projected to have the highest compound annual growth rates (CAGR) for sales through calendar 2023:\n\nSource: FactSet\nThere are actually 21 stocks listed, including Zillow Group Inc.’s Class A and Class C shares.\nIt is interesting to see that the list is dominated by stocks held by ARKW. The fund has a broad definition of cloud companies and is focused also on sales growth.\nHere are current forward price-to-sales ratios based on consensus estimates for the next 12 months, as well as ratios of current market cap to projected 2023 sales and summaries of analysts’ opinions about the stocks.\n\nSource: FactSet\nIn comparison, the forward price-to-sales ratio for SPY is 2.8, with a price/2023 estimated sales ratio of 2.6. For QQQ, the current P/S is 4.7, declining to 4.3 for 2023.","news_type":1,"symbols_score_info":{"SQ":0.9,"ADYEY":0.9,"TSLA":0.9,"LC":0.9,"PDD":0.9,"SHOP":0.9,"KC":0.9,"MELI":0.9,"SNAP":0.9,"SKLZ":0.9,"OKTA":0.9,"ZG":0.9,"TDOC":0.9,"Z":0.9,"CRWD":0.9,"DKNG":0.9,"ROKU":0.9,"VCYT":0.9,"PINS":0.9,"COIN":0.9,"SE":0.9}},"isVote":1,"tweetType":1,"viewCount":401,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":813182438,"gmtCreate":1630151923424,"gmtModify":1704956573146,"author":{"id":"3578208127574897","authorId":"3578208127574897","name":"ckpham8122","avatar":"https://static.tigerbbs.com/41496b699f9fc3e0075bbf3f4ba67320","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578208127574897","authorIdStr":"3578208127574897"},"themes":[],"title":"","htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/813182438","repostId":"2162733980","repostType":4,"isVote":1,"tweetType":1,"viewCount":3868,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":890788008,"gmtCreate":1628134354604,"gmtModify":1631892139806,"author":{"id":"3578208127574897","authorId":"3578208127574897","name":"ckpham8122","avatar":"https://static.tigerbbs.com/41496b699f9fc3e0075bbf3f4ba67320","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578208127574897","authorIdStr":"3578208127574897"},"themes":[],"title":"","htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/890788008","repostId":"1182103455","repostType":4,"repost":{"id":"1182103455","kind":"news","pubTimestamp":1628133432,"share":"https://www.laohunote.com/m/news/1182103455?lang=zh_CN&edition=full","pubTime":"2021-08-05 11:17","market":"us","language":"en","title":"Disney's Star Wars hotel comes with an out-of-this-world price tag<blockquote>迪士尼的星球大战酒店标价惊人</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1182103455","media":"CNN Business","summary":"New York (CNN Business) - Disney revealed pricing for its new, highly anticipatedStar Wars hotelon W","content":"<p><div> New York (CNN Business) - Disney revealed pricing for its new, highly anticipatedStar Wars hotelon Wednesday — and the cost to immerse yourself in a galaxy far, far away for a few days will not come ...</p><p><blockquote><div>纽约（CNN Business）-迪士尼周三公布了其备受期待的新星球大战酒店的定价——沉浸在遥远的星系中几天的成本不会到来……</div></blockquote></p><p>  <a href=\"https://edition.cnn.com/2021/08/04/media/disney-star-wars-hotel-price/index.html\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://edition.cnn.com/2021/08/04/media/disney-star-wars-hotel-price/index.html\">网页连接</a></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>Disney's Star Wars hotel comes with an out-of-this-world price tag<blockquote>迪士尼的星球大战酒店标价惊人</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; 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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\">\nDisney's Star Wars hotel comes with an out-of-this-world price tag<blockquote>迪士尼的星球大战酒店标价惊人</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">CNN Business</strong><span class=\"h-time small\">2021-08-05 11:17</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div> New York (CNN Business) - Disney revealed pricing for its new, highly anticipatedStar Wars hotelon Wednesday — and the cost to immerse yourself in a galaxy far, far away for a few days will not come ...</p><p><blockquote><div>纽约（CNN Business）-迪士尼周三公布了其备受期待的新星球大战酒店的定价——沉浸在遥远的星系中几天的成本不会到来……</div></blockquote></p><p>  <a href=\"https://edition.cnn.com/2021/08/04/media/disney-star-wars-hotel-price/index.html\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://edition.cnn.com/2021/08/04/media/disney-star-wars-hotel-price/index.html\">网页连接</a></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://edition.cnn.com/2021/08/04/media/disney-star-wars-hotel-price/index.html\">CNN Business</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":{"DIS":"迪士尼"},"source_url":"https://edition.cnn.com/2021/08/04/media/disney-star-wars-hotel-price/index.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1182103455","content_text":"New York (CNN Business) - Disney revealed pricing for its new, highly anticipatedStar Wars hotelon Wednesday — and the cost to immerse yourself in a galaxy far, far away for a few days will not come cheap.\nTheDisney(DIS)World-based hotel Galactic Starcruiser is essentially a cruise ship set in space, with the pricing to match. The company says it's the \"most immersive Star Wars story ever created,\" and to partake you may have to shell out $6,000 for two nights.\nThe hotel, which opens in spring 2022, is billed by Disney as a \"revolutionary new two-night experience where you and your group will embark on a first-of-its-kind Star Wars adventure that's your own.\"\nDespite being on dry land, the pricing is similar to the model of Disney's cruise ships at sea: a set price for a multi-day journey, with entertainment, food and beverages included.\nThe company revealed sample cabin rates for the hotel on Wednesday: For a two-night stay, it costs $4,809 for two guests in a cabin, $5,299 for three guests (two adults and one child) and $5,999 for four guests (three adults, one child).\nSo what does $6,000 get you in space?\nAccording to Disney, that pricing covers an \"ongoing, immersive and interactive entertainment, where choices determine your experience,\" your meals (excluding alcohol) and admission to Disney's Hollywood Studios, the home of the Star Wars-themed land Galaxy's Edge.\nDisney notes that \"rates vary depending on your voyage departure date, the number of guests in your cabin and your cabin type.\"\nThe hotel is the latest way for Disney to bring its parks and resorts alive and help them evolve for the future.\nIt follows the 2019 debut of Galaxy's Edge, which was the company's largest-ever expansion at its parks. The land uses innovative technology and detailed design to wrap guests into an experience that feels more like immersive theater than a theme park. The new hotel looks to extend that Star Wars experience.\nDisney is integrating another of its most beloved franchises into its parks with Marvel's Avengers Campus, which opened at Disneyland in California on June 4.\nUpdating its parks and resorts is critical to Disney's media empire following a year in which the unit was hit particularly hard because of the pandemic, facing months of closures and widespread layoffs.\nDisney Parks Chairman Josh D'Amaro told CNN Business in April that the future of Disney's parks and resorts is \"going to be fresh, it's going to be technology-ridden. It's going to be incredibly relevant to guests all around the world.\n\"Every single day, these parks are changing,\" he said.","news_type":1,"symbols_score_info":{"DIS":0.9}},"isVote":1,"tweetType":1,"viewCount":852,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}