Raayche的个人主页 - 老虎社区

Raayche

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2021-10-29

$Micron Technology(MU)$🥲

2021-10-29

$ChargePoint Holdings Inc.(CHPT)$🤗

2021-10-29

$Lucid Group Inc(LCID)$🤗

2021-10-28

$Clover Health Corp(CLOV)$ouch..

2021-08-27

$JD.com(JD)$It's a good run

2021-08-17

$Carnival(CCL)$So long

2021-08-09

$Tiger Brokers(TIGR)$[微笑]

2021-07-22

Comment

The deal boom isn't just happening in the United States<blockquote>交易热潮不仅仅发生在美国</blockquote>

2021-06-30

$Palantir Technologies Inc.(PLTR)$It was a good one

2021-04-19

Awesome

抱歉，原内容已删除

2021-03-30

[贱笑]

抱歉，原内容已删除

2021-03-26

Awesome!

抱歉，原内容已删除

2021-03-11

[财迷]

抱歉，原内容已删除

2021-03-09

[财迷]

Buy Microsoft, Salesforce and Coupa, Goldman Sachs Says. Here’s Why.<blockquote>高盛表示，收购微软、Salesforce 和 Coupa。原因如下。</blockquote>

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Inc.(CHPT)$</a>🤗","listText":"<a href=\"https://laohu8.com/S/CHPT\">$ChargePoint Holdings Inc.(CHPT)$</a>🤗","text":"$ChargePoint Holdings Inc.(CHPT)$🤗","images":[{"img":"https://static.tigerbbs.com/ff87fba33cda745d6179853a7f781e87","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/857155404","isVote":1,"tweetType":1,"viewCount":3893,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":857150132,"gmtCreate":1635515098424,"gmtModify":1635515098548,"author":{"id":"3578356560645849","authorId":"3578356560645849","name":"Raayche","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578356560645849","authorIdStr":"3578356560645849"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/LCID\">$Lucid Group Inc(LCID)$</a>🤗","listText":"<a href=\"https://laohu8.com/S/LCID\">$Lucid Group Inc(LCID)$</a>🤗","text":"$Lucid Group Inc(LCID)$🤗","images":[{"img":"https://static.tigerbbs.com/f017fba4daa78ba79165185a9b78058f","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/857150132","isVote":1,"tweetType":1,"viewCount":2004,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":854837700,"gmtCreate":1635432119098,"gmtModify":1635432119191,"author":{"id":"3578356560645849","authorId":"3578356560645849","name":"Raayche","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578356560645849","authorIdStr":"3578356560645849"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/CLOV\">$Clover Health Corp(CLOV)$</a>ouch..","listText":"<a href=\"https://laohu8.com/S/CLOV\">$Clover Health Corp(CLOV)$</a>ouch..","text":"$Clover Health Corp(CLOV)$ouch..","images":[{"img":"https://static.tigerbbs.com/97002158949e7935650c2daa19dd7389","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/854837700","isVote":1,"tweetType":1,"viewCount":3399,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":819214908,"gmtCreate":1630072277704,"gmtModify":1704955532585,"author":{"id":"3578356560645849","authorId":"3578356560645849","name":"Raayche","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578356560645849","authorIdStr":"3578356560645849"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/JD\">$JD.com(JD)$</a>It's a good run&nbsp;","listText":"<a href=\"https://laohu8.com/S/JD\">$JD.com(JD)$</a>It's a good run&nbsp;","text":"$JD.com(JD)$It's a good run","images":[{"img":"https://static.tigerbbs.com/faa983217c474be1db4c8393bb44b9f4","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/819214908","isVote":1,"tweetType":1,"viewCount":3452,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":833890466,"gmtCreate":1629213566355,"gmtModify":1631886914062,"author":{"id":"3578356560645849","authorId":"3578356560645849","name":"Raayche","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578356560645849","authorIdStr":"3578356560645849"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/CCL\">$Carnival(CCL)$</a>So long","listText":"<a href=\"https://laohu8.com/S/CCL\">$Carnival(CCL)$</a>So long","text":"$Carnival(CCL)$So long","images":[{"img":"https://static.tigerbbs.com/e86e362eb1e0d0adc19ea51296420f13","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/833890466","isVote":1,"tweetType":1,"viewCount":3953,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3454068917312964","authorId":"3454068917312964","name":"综合撸那哥","avatar":"https://static.tigerbbs.com/9b754bb8dfcd57c7def8bd440a993a34","crmLevel":2,"crmLevelSwitch":0,"idStr":"3454068917312964","authorIdStr":"3454068917312964"},"content":"You will wait for a long time","text":"You will wait for a long time","html":"You will wait for a long time"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":898769050,"gmtCreate":1628522421370,"gmtModify":1633746452510,"author":{"id":"3578356560645849","authorId":"3578356560645849","name":"Raayche","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578356560645849","authorIdStr":"3578356560645849"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a>[微笑]&nbsp;","listText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a>[微笑]&nbsp;","text":"$Tiger Brokers(TIGR)$[微笑]","images":[{"img":"https://static.tigerbbs.com/c8461b23c96357ea1c02a178c626413a","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/898769050","isVote":1,"tweetType":1,"viewCount":2102,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":172368178,"gmtCreate":1626937446294,"gmtModify":1633769565378,"author":{"id":"3578356560645849","authorId":"3578356560645849","name":"Raayche","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578356560645849","authorIdStr":"3578356560645849"},"themes":[],"title":"","htmlText":"Comment","listText":"Comment","text":"Comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/172368178","repostId":"1159642326","repostType":2,"repost":{"id":"1159642326","kind":"news","pubTimestamp":1626672750,"share":"https://www.laohu8.com/m/news/1159642326?lang=zh_CN&edition=full","pubTime":"2021-07-19 13:32","market":"us","language":"en","title":"The deal boom isn't just happening in the United States<blockquote>交易热潮不仅仅发生在美国</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1159642326","media":"CNN","summary":"London (CNN Business)As the stock market soars to new heights, companies have been racing to issue s","content":"<p>London (CNN Business)As the stock market soars to new heights, companies have been racing to issue shares, leveraging the enthusiasm to generate cash for their businesses.</p><p><blockquote>伦敦（CNN Business）随着股市飙升至新高度，各公司竞相发行股票，利用这种热情为其业务创造现金。</blockquote></p><p> But the game isn't just being played on Wall Street.</p><p><blockquote>但这个游戏不仅仅在华尔街玩。</blockquote></p><p> What's happening: This has been a huge week for initial public offerings in India, which has been churning out billion-dollar startups.</p><p><blockquote>正在发生的事情：对于印度的首次公开募股来说，这是重要的一周，印度一直在催生价值数十亿美元的初创公司。</blockquote></p><p> Digital payments firm Paytm is planning to raise as much as 166 billion rupees ($2.2 billion) in an initial public offering in Mumbai, according to documents filed on Friday. The IPO, which is set to be a record tech listing for the country, would value Paytm at $25 billion, according to Reuters.</p><p><blockquote>根据周五提交的文件，数字支付公司Paytm计划在孟买的首次公开募股中筹集高达1660亿卢比（22亿美元）的资金。据路透社报道，此次IPO将成为该国创纪录的科技上市，Paytm的估值将达到250亿美元。</blockquote></p><p> The news comes just two days after food delivery giant Zomato began raising $1.3 billion from its share sale in Mumbai, my CNN Business colleague Diksha Madhok reports. It was the country's first tech unicorn to go public.</p><p><blockquote>据我的 CNN 商业同事 Diksha Madhok 报道，就在两天前，食品配送巨头 Zomato 开始通过出售孟买股票筹集 13 亿美元。这是该国第一家上市的科技独角兽。</blockquote></p><p> Step back: 2021 has produced the best start to the year ever for initial public offerings, according to data from Dealogic. Globally, there have been 1,522 deals worth almost $350 billion.</p><p><blockquote>后退一步：根据Dealogic的数据，2021年是首次公开募股有史以来最好的一年。在全球范围内，已有 1,522 笔交易，价值近 3,500 亿美元。</blockquote></p><p> Stock issuers from the United States raised $213 billion on global markets during the first half of 2021. That was up 8% compared with levels seen a year ago, per data from Refinitiv.</p><p><blockquote>2021年上半年，美国股票发行人在全球市场上筹集了2130亿美元。根据 Refinitiv 的数据，这比一年前的水平增长了 8%。</blockquote></p><p> But the rush to tap markets isn't just benefiting American companies, with US firms accounting for a smaller share of global stock issuance than in 2020.</p><p><blockquote>但抢占市场的热潮不仅仅有利于美国公司，美国公司在全球股票发行中所占的份额低于 2020 年。</blockquote></p><p> A global phenomenon: Stock offerings from issuers in the Asia-Pacific region hit a record $253 billion during the first half of 2021, an 81% increase compared to 2020, according to Refinitiv.</p><p><blockquote>全球现象：根据路孚特的数据，2021 年上半年亚太地区发行人的股票发行额达到创纪录的 2530 亿美元，比 2020 年增长了 81%。</blockquote></p><p> Plenty of the action is still passing through the United States. Chinese ride hailing giant Didi, for example, opted to list its shares on the New York Stock Exchange.</p><p><blockquote>许多行动仍在美国进行。例如，中国打车巨头滴滴选择在纽约证券交易所上市。</blockquote></p><p> But the flurry of listings in Mumbai could encourage more of the country's unicorns to consider the option. Walmart-owned Flipkart, which is the only Indian tech unicorn to have been acquired at a valuation of more than $1 billion, is also said to be considering a public offering.</p><p><blockquote>但孟买的上市热潮可能会鼓励该国更多的独角兽公司考虑这一选择。沃尔玛旗下的Flipkart是唯一一家估值超过10亿美元的印度科技独角兽公司，据说也在考虑公开募股。</blockquote></p><p> And as China exerts more control over listings of domestic companies, Shanghai and Hong Kong could see an uptick in deals, too.</p><p><blockquote>随着中国对国内公司上市施加更多控制，上海和香港的交易也可能增加。</blockquote></p><p> Meme stocks are having a rollercoaster week</p><p><blockquote>模因股票经历了过山车般的一周</blockquote></p><p> Meme stocks popular online aren't known for their predictability. But shares of GameStop and AMC Entertainment have been noticeably volatile this week, giving whiplash to small investors still among the faithful.</p><p><blockquote>网上流行的模因股票并不以其可预测性而闻名。但游戏驿站和AMC院线的股价本周明显波动，给仍然忠实的小投资者带来了打击。</blockquote></p><p> The latest: The value of shares of movie theater chain AMC has been cut in half since a record high in early June. Despite rising nearly 8% on Thursday, they're still down 22% this week.</p><p><blockquote>最新消息：自 6 月初创下历史新高以来，连锁影院 AMC 的股价已减半。尽管周四上涨了近8%，但本周仍下跌了22%。</blockquote></p><p> Last week, AMC (AMC) canceled a vote on whether to authorize the sale of 25 million more shares, citing a divide in opinion among its investors.</p><p><blockquote>上周，AMC (AMC) 以投资者意见分歧为由，取消了是否授权再出售 2500 万股股票的投票。</blockquote></p><p> \"It's no secret I think shareholders should authorize 25 million more AMC shares. But what YOU think is important to us,\" CEO Adam Aron tweeted. He added that AMC would not make any more share sale requests for the rest of 2021.</p><p><blockquote>“我认为股东应该再授权 2500 万股 AMC 股票，这已不是什么秘密。但你认为什么对我们来说很重要，”首席执行官亚当·阿伦 (Adam Aron) 在推特上写道。他补充说，AMC 在 2021 年剩余时间内不会再提出任何股票出售请求。</blockquote></p><p> GameStop (GME), meanwhile, is off nearly 13% this week. The company, which is trying to execute an ambitious turnaround plan, now has another foe to consider: Netflix, which intends to start offering video games on its platform.</p><p><blockquote>与此同时，游戏驿站 (GME) 本周下跌近 13%。该公司正试图执行一项雄心勃勃的扭亏为盈计划，现在又有了另一个需要考虑的敌人：Netflix，它打算开始在其平台上提供视频游戏。</blockquote></p><p> Watch this space: Despite lots of uncertainty, amateur investors are staying in the game. Retail investors have been averaging daily stock purchases of $1.3 billion a day since the middle of June, according to Vanda Research. That's 25% more than the post-Covid average.</p><p><blockquote>关注这个领域：尽管存在很多不确定性，业余投资者仍留在游戏中。Vanda Research 的数据显示，自 6 月中旬以来，散户投资者平均每天购买 13 亿美元的股票。这比新冠疫情后的平均水平高出 25%。</blockquote></p><p> But the research group notes that meme stocks haven't been driving much of the action.</p><p><blockquote>但该研究小组指出，模因股票并没有推动太多行动。</blockquote></p><p> \"Since June, a large share of retail purchases has been concentrated in underperforming sectors like financials, energy or reopening,\" Vanda's Ben Onatibia and Giacomo Pierantoni said in a research note this week.</p><p><blockquote>Vanda 的 Ben Onatibia 和 Giacomo Pierantoni 在本周的一份研究报告中表示：“自 6 月以来，很大一部分零售购买集中在金融、能源或重新开放等表现不佳的行业。”</blockquote></p><p> Apple needs to watch out for this Chinese phone maker</p><p><blockquote>苹果需要警惕这家中国手机制造商</blockquote></p><p> The iPhone may be ubiquitous, but Apple (AAPL) is still playing defense in the global smartphone market.</p><p><blockquote>iPhone可能无处不在，但苹果（AAPL）仍在全球智能手机市场进行防御。</blockquote></p><p> This just in: Xiaomi has overtaken Apple to become the world's second biggest smartphone maker for the first time ever, according to market research firm Canalys.</p><p><blockquote>刚刚消息：根据市场研究公司Canalys的数据，小米有史以来首次超过苹果成为全球第二大智能手机制造商。</blockquote></p><p> The Chinese company took 17% of worldwide smartphone shipments for the second quarter of 2021, behind Samsung's 19%, Canalys said in a report this week. Compared with the same period in 2020, Xiaomi's shipments jumped more than 80%.</p><p><blockquote>Canalys在本周的一份报告中表示，这家中国公司在2021年第二季度占据了全球智能手机出货量的17%，落后于三星的19%。与2020年同期相比，小米的出货量跃升超过80%。</blockquote></p><p> Apple ranked third, with shipments that accounted for 14% of the global total. Chinese smartphone makers Oppo and Vivo followed, with 10% each.</p><p><blockquote>苹果排名第三，出货量占全球总量的14%。中国智能手机制造商Oppo和Vivo紧随其后，各占10%。</blockquote></p><p> Xiaomi is celebrating the win, pointing to its global expansion both online and in stores. The company's stock surged nearly 5% in Hong Kong on Friday.</p><p><blockquote>小米正在庆祝这一胜利，并指出其在线和实体店的全球扩张。该公司股价周五在香港飙升近5%。</blockquote></p><p> Apple and Xiaomi generally target different customers. Compared to Samsung and Apple, Xiaomi's average selling price is around 40% and 75% cheaper, respectively.</p><p><blockquote>苹果和小米通常针对不同的客户。与三星和苹果相比，小米的平均售价分别便宜约40%和75%。</blockquote></p><p></p><p> But the rankings are a reminder that even with nearly $48 billion in iPhone sales during the first three months of the year, Apple has genuine global competition.</p><p><blockquote>但这些排名提醒人们，即使今年前三个月 iPhone 销售额接近 480 亿美元，苹果也面临着真正的全球竞争。</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 deal boom isn't just happening in the United States<blockquote>交易热潮不仅仅发生在美国</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\">\nThe deal boom isn't just happening in the United States<blockquote>交易热潮不仅仅发生在美国</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">CNN</strong><span class=\"h-time small\">2021-07-19 13:32</span>\n</p>\n</h4>\n</header>\n<article>\n<p>London (CNN Business)As the stock market soars to new heights, companies have been racing to issue shares, leveraging the enthusiasm to generate cash for their businesses.</p><p><blockquote>伦敦（CNN Business）随着股市飙升至新高度，各公司竞相发行股票，利用这种热情为其业务创造现金。</blockquote></p><p> But the game isn't just being played on Wall Street.</p><p><blockquote>但这个游戏不仅仅在华尔街玩。</blockquote></p><p> What's happening: This has been a huge week for initial public offerings in India, which has been churning out billion-dollar startups.</p><p><blockquote>正在发生的事情：对于印度的首次公开募股来说，这是重要的一周，印度一直在催生价值数十亿美元的初创公司。</blockquote></p><p> Digital payments firm Paytm is planning to raise as much as 166 billion rupees ($2.2 billion) in an initial public offering in Mumbai, according to documents filed on Friday. The IPO, which is set to be a record tech listing for the country, would value Paytm at $25 billion, according to Reuters.</p><p><blockquote>根据周五提交的文件，数字支付公司Paytm计划在孟买的首次公开募股中筹集高达1660亿卢比（22亿美元）的资金。据路透社报道，此次IPO将成为该国创纪录的科技上市，Paytm的估值将达到250亿美元。</blockquote></p><p> The news comes just two days after food delivery giant Zomato began raising $1.3 billion from its share sale in Mumbai, my CNN Business colleague Diksha Madhok reports. It was the country's first tech unicorn to go public.</p><p><blockquote>据我的 CNN 商业同事 Diksha Madhok 报道，就在两天前，食品配送巨头 Zomato 开始通过出售孟买股票筹集 13 亿美元。这是该国第一家上市的科技独角兽。</blockquote></p><p> Step back: 2021 has produced the best start to the year ever for initial public offerings, according to data from Dealogic. Globally, there have been 1,522 deals worth almost $350 billion.</p><p><blockquote>后退一步：根据Dealogic的数据，2021年是首次公开募股有史以来最好的一年。在全球范围内，已有 1,522 笔交易，价值近 3,500 亿美元。</blockquote></p><p> Stock issuers from the United States raised $213 billion on global markets during the first half of 2021. That was up 8% compared with levels seen a year ago, per data from Refinitiv.</p><p><blockquote>2021年上半年，美国股票发行人在全球市场上筹集了2130亿美元。根据 Refinitiv 的数据，这比一年前的水平增长了 8%。</blockquote></p><p> But the rush to tap markets isn't just benefiting American companies, with US firms accounting for a smaller share of global stock issuance than in 2020.</p><p><blockquote>但抢占市场的热潮不仅仅有利于美国公司，美国公司在全球股票发行中所占的份额低于 2020 年。</blockquote></p><p> A global phenomenon: Stock offerings from issuers in the Asia-Pacific region hit a record $253 billion during the first half of 2021, an 81% increase compared to 2020, according to Refinitiv.</p><p><blockquote>全球现象：根据路孚特的数据，2021 年上半年亚太地区发行人的股票发行额达到创纪录的 2530 亿美元，比 2020 年增长了 81%。</blockquote></p><p> Plenty of the action is still passing through the United States. Chinese ride hailing giant Didi, for example, opted to list its shares on the New York Stock Exchange.</p><p><blockquote>许多行动仍在美国进行。例如，中国打车巨头滴滴选择在纽约证券交易所上市。</blockquote></p><p> But the flurry of listings in Mumbai could encourage more of the country's unicorns to consider the option. Walmart-owned Flipkart, which is the only Indian tech unicorn to have been acquired at a valuation of more than $1 billion, is also said to be considering a public offering.</p><p><blockquote>但孟买的上市热潮可能会鼓励该国更多的独角兽公司考虑这一选择。沃尔玛旗下的Flipkart是唯一一家估值超过10亿美元的印度科技独角兽公司，据说也在考虑公开募股。</blockquote></p><p> And as China exerts more control over listings of domestic companies, Shanghai and Hong Kong could see an uptick in deals, too.</p><p><blockquote>随着中国对国内公司上市施加更多控制，上海和香港的交易也可能增加。</blockquote></p><p> Meme stocks are having a rollercoaster week</p><p><blockquote>模因股票经历了过山车般的一周</blockquote></p><p> Meme stocks popular online aren't known for their predictability. But shares of GameStop and AMC Entertainment have been noticeably volatile this week, giving whiplash to small investors still among the faithful.</p><p><blockquote>网上流行的模因股票并不以其可预测性而闻名。但游戏驿站和AMC院线的股价本周明显波动，给仍然忠实的小投资者带来了打击。</blockquote></p><p> The latest: The value of shares of movie theater chain AMC has been cut in half since a record high in early June. Despite rising nearly 8% on Thursday, they're still down 22% this week.</p><p><blockquote>最新消息：自 6 月初创下历史新高以来，连锁影院 AMC 的股价已减半。尽管周四上涨了近8%，但本周仍下跌了22%。</blockquote></p><p> Last week, AMC (AMC) canceled a vote on whether to authorize the sale of 25 million more shares, citing a divide in opinion among its investors.</p><p><blockquote>上周，AMC (AMC) 以投资者意见分歧为由，取消了是否授权再出售 2500 万股股票的投票。</blockquote></p><p> \"It's no secret I think shareholders should authorize 25 million more AMC shares. But what YOU think is important to us,\" CEO Adam Aron tweeted. He added that AMC would not make any more share sale requests for the rest of 2021.</p><p><blockquote>“我认为股东应该再授权 2500 万股 AMC 股票，这已不是什么秘密。但你认为什么对我们来说很重要，”首席执行官亚当·阿伦 (Adam Aron) 在推特上写道。他补充说，AMC 在 2021 年剩余时间内不会再提出任何股票出售请求。</blockquote></p><p> GameStop (GME), meanwhile, is off nearly 13% this week. The company, which is trying to execute an ambitious turnaround plan, now has another foe to consider: Netflix, which intends to start offering video games on its platform.</p><p><blockquote>与此同时，游戏驿站 (GME) 本周下跌近 13%。该公司正试图执行一项雄心勃勃的扭亏为盈计划，现在又有了另一个需要考虑的敌人：Netflix，它打算开始在其平台上提供视频游戏。</blockquote></p><p> Watch this space: Despite lots of uncertainty, amateur investors are staying in the game. Retail investors have been averaging daily stock purchases of $1.3 billion a day since the middle of June, according to Vanda Research. That's 25% more than the post-Covid average.</p><p><blockquote>关注这个领域：尽管存在很多不确定性，业余投资者仍留在游戏中。Vanda Research 的数据显示，自 6 月中旬以来，散户投资者平均每天购买 13 亿美元的股票。这比新冠疫情后的平均水平高出 25%。</blockquote></p><p> But the research group notes that meme stocks haven't been driving much of the action.</p><p><blockquote>但该研究小组指出，模因股票并没有推动太多行动。</blockquote></p><p> \"Since June, a large share of retail purchases has been concentrated in underperforming sectors like financials, energy or reopening,\" Vanda's Ben Onatibia and Giacomo Pierantoni said in a research note this week.</p><p><blockquote>Vanda 的 Ben Onatibia 和 Giacomo Pierantoni 在本周的一份研究报告中表示：“自 6 月以来，很大一部分零售购买集中在金融、能源或重新开放等表现不佳的行业。”</blockquote></p><p> Apple needs to watch out for this Chinese phone maker</p><p><blockquote>苹果需要警惕这家中国手机制造商</blockquote></p><p> The iPhone may be ubiquitous, but Apple (AAPL) is still playing defense in the global smartphone market.</p><p><blockquote>iPhone可能无处不在，但苹果（AAPL）仍在全球智能手机市场进行防御。</blockquote></p><p> This just in: Xiaomi has overtaken Apple to become the world's second biggest smartphone maker for the first time ever, according to market research firm Canalys.</p><p><blockquote>刚刚消息：根据市场研究公司Canalys的数据，小米有史以来首次超过苹果成为全球第二大智能手机制造商。</blockquote></p><p> The Chinese company took 17% of worldwide smartphone shipments for the second quarter of 2021, behind Samsung's 19%, Canalys said in a report this week. Compared with the same period in 2020, Xiaomi's shipments jumped more than 80%.</p><p><blockquote>Canalys在本周的一份报告中表示，这家中国公司在2021年第二季度占据了全球智能手机出货量的17%，落后于三星的19%。与2020年同期相比，小米的出货量跃升超过80%。</blockquote></p><p> Apple ranked third, with shipments that accounted for 14% of the global total. Chinese smartphone makers Oppo and Vivo followed, with 10% each.</p><p><blockquote>苹果排名第三，出货量占全球总量的14%。中国智能手机制造商Oppo和Vivo紧随其后，各占10%。</blockquote></p><p> Xiaomi is celebrating the win, pointing to its global expansion both online and in stores. The company's stock surged nearly 5% in Hong Kong on Friday.</p><p><blockquote>小米正在庆祝这一胜利，并指出其在线和实体店的全球扩张。该公司股价周五在香港飙升近5%。</blockquote></p><p> Apple and Xiaomi generally target different customers. Compared to Samsung and Apple, Xiaomi's average selling price is around 40% and 75% cheaper, respectively.</p><p><blockquote>苹果和小米通常针对不同的客户。与三星和苹果相比，小米的平均售价分别便宜约40%和75%。</blockquote></p><p></p><p> But the rankings are a reminder that even with nearly $48 billion in iPhone sales during the first three months of the year, Apple has genuine global competition.</p><p><blockquote>但这些排名提醒人们，即使今年前三个月 iPhone 销售额接近 480 亿美元，苹果也面临着真正的全球竞争。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://edition.cnn.com/2021/07/16/investing/premarket-stocks-trading/index.html\">CNN</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":{"01810":"小米集团-W","GME":"游戏驿站","AAPL":"苹果","AMC":"AMC院线"},"source_url":"https://edition.cnn.com/2021/07/16/investing/premarket-stocks-trading/index.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1159642326","content_text":"London (CNN Business)As the stock market soars to new heights, companies have been racing to issue shares, leveraging the enthusiasm to generate cash for their businesses.\nBut the game isn't just being played on Wall Street.\nWhat's happening: This has been a huge week for initial public offerings in India, which has been churning out billion-dollar startups.\nDigital payments firm Paytm is planning to raise as much as 166 billion rupees ($2.2 billion) in an initial public offering in Mumbai, according to documents filed on Friday. The IPO, which is set to be a record tech listing for the country, would value Paytm at $25 billion, according to Reuters.\nThe news comes just two days after food delivery giant Zomato began raising $1.3 billion from its share sale in Mumbai, my CNN Business colleague Diksha Madhok reports. It was the country's first tech unicorn to go public.\nStep back: 2021 has produced the best start to the year ever for initial public offerings, according to data from Dealogic. Globally, there have been 1,522 deals worth almost $350 billion.\nStock issuers from the United States raised $213 billion on global markets during the first half of 2021. That was up 8% compared with levels seen a year ago, per data from Refinitiv.\nBut the rush to tap markets isn't just benefiting American companies, with US firms accounting for a smaller share of global stock issuance than in 2020.\nA global phenomenon: Stock offerings from issuers in the Asia-Pacific region hit a record $253 billion during the first half of 2021, an 81% increase compared to 2020, according to Refinitiv.\nPlenty of the action is still passing through the United States. Chinese ride hailing giant Didi, for example, opted to list its shares on the New York Stock Exchange.\nBut the flurry of listings in Mumbai could encourage more of the country's unicorns to consider the option. Walmart-owned Flipkart, which is the only Indian tech unicorn to have been acquired at a valuation of more than $1 billion, is also said to be considering a public offering.\nAnd as China exerts more control over listings of domestic companies, Shanghai and Hong Kong could see an uptick in deals, too.\nMeme stocks are having a rollercoaster week\nMeme stocks popular online aren't known for their predictability. But shares of GameStop and AMC Entertainment have been noticeably volatile this week, giving whiplash to small investors still among the faithful.\nThe latest: The value of shares of movie theater chain AMC has been cut in half since a record high in early June. Despite rising nearly 8% on Thursday, they're still down 22% this week.\nLast week, AMC (AMC) canceled a vote on whether to authorize the sale of 25 million more shares, citing a divide in opinion among its investors.\n\"It's no secret I think shareholders should authorize 25 million more AMC shares. But what YOU think is important to us,\" CEO Adam Aron tweeted. He added that AMC would not make any more share sale requests for the rest of 2021.\nGameStop (GME), meanwhile, is off nearly 13% this week. The company, which is trying to execute an ambitious turnaround plan, now has another foe to consider: Netflix, which intends to start offering video games on its platform.\nWatch this space: Despite lots of uncertainty, amateur investors are staying in the game. Retail investors have been averaging daily stock purchases of $1.3 billion a day since the middle of June, according to Vanda Research. That's 25% more than the post-Covid average.\nBut the research group notes that meme stocks haven't been driving much of the action.\n\"Since June, a large share of retail purchases has been concentrated in underperforming sectors like financials, energy or reopening,\" Vanda's Ben Onatibia and Giacomo Pierantoni said in a research note this week.\nApple needs to watch out for this Chinese phone maker\nThe iPhone may be ubiquitous, but Apple (AAPL) is still playing defense in the global smartphone market.\nThis just in: Xiaomi has overtaken Apple to become the world's second biggest smartphone maker for the first time ever, according to market research firm Canalys.\nThe Chinese company took 17% of worldwide smartphone shipments for the second quarter of 2021, behind Samsung's 19%, Canalys said in a report this week. Compared with the same period in 2020, Xiaomi's shipments jumped more than 80%.\nApple ranked third, with shipments that accounted for 14% of the global total. Chinese smartphone makers Oppo and Vivo followed, with 10% each.\nXiaomi is celebrating the win, pointing to its global expansion both online and in stores. The company's stock surged nearly 5% in Hong Kong on Friday.\nApple and Xiaomi generally target different customers. Compared to Samsung and Apple, Xiaomi's average selling price is around 40% and 75% cheaper, respectively.\nBut the rankings are a reminder that even with nearly $48 billion in iPhone sales during the first three months of the year, Apple has genuine global competition.","news_type":1,"symbols_score_info":{"AMC":0.9,"01810":0.9,"AAPL":0.9,"GME":0.9}},"isVote":1,"tweetType":1,"viewCount":2598,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":151980766,"gmtCreate":1625061680055,"gmtModify":1633945318501,"author":{"id":"3578356560645849","authorId":"3578356560645849","name":"Raayche","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578356560645849","authorIdStr":"3578356560645849"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>It was a good one","listText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>It was a good one","text":"$Palantir Technologies Inc.(PLTR)$It was a good one","images":[{"img":"https://static.tigerbbs.com/c57c529d275747a4531ca9e0530f22c4","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/151980766","isVote":1,"tweetType":1,"viewCount":3060,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":373179261,"gmtCreate":1618835508353,"gmtModify":1634290534459,"author":{"id":"3578356560645849","authorId":"3578356560645849","name":"Raayche","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578356560645849","authorIdStr":"3578356560645849"},"themes":[],"title":"","htmlText":"Awesome","listText":"Awesome","text":"Awesome","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/373179261","repostId":"1185485095","repostType":4,"isVote":1,"tweetType":1,"viewCount":4872,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":355418855,"gmtCreate":1617094927977,"gmtModify":1634522694209,"author":{"id":"3578356560645849","authorId":"3578356560645849","name":"Raayche","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578356560645849","authorIdStr":"3578356560645849"},"themes":[],"title":"","htmlText":"[贱笑]&nbsp;","listText":"[贱笑]&nbsp;","text":"[贱笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/355418855","repostId":"1102885308","repostType":2,"isVote":1,"tweetType":1,"viewCount":750,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":358441722,"gmtCreate":1616725294966,"gmtModify":1634524343414,"author":{"id":"3578356560645849","authorId":"3578356560645849","name":"Raayche","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578356560645849","authorIdStr":"3578356560645849"},"themes":[],"title":"","htmlText":"Awesome!","listText":"Awesome!","text":"Awesome!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/358441722","repostId":"1165338702","repostType":2,"isVote":1,"tweetType":1,"viewCount":805,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":321734952,"gmtCreate":1615469493776,"gmtModify":1703489486452,"author":{"id":"3578356560645849","authorId":"3578356560645849","name":"Raayche","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578356560645849","authorIdStr":"3578356560645849"},"themes":[],"title":"","htmlText":"[财迷]&nbsp;","listText":"[财迷]&nbsp;","text":"[财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/321734952","repostId":"2118960545","repostType":2,"isVote":1,"tweetType":1,"viewCount":919,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":329773920,"gmtCreate":1615283999760,"gmtModify":1703486738049,"author":{"id":"3578356560645849","authorId":"3578356560645849","name":"Raayche","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578356560645849","authorIdStr":"3578356560645849"},"themes":[],"title":"","htmlText":"[财迷]&nbsp;","listText":"[财迷]&nbsp;","text":"[财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/329773920","repostId":"1152903264","repostType":4,"repost":{"id":"1152903264","kind":"news","pubTimestamp":1615281226,"share":"https://www.laohu8.com/m/news/1152903264?lang=zh_CN&edition=full","pubTime":"2021-03-09 17:13","market":"us","language":"en","title":"Buy Microsoft, Salesforce and Coupa, Goldman Sachs Says. Here’s Why.<blockquote>高盛表示，收购微软、Salesforce 和 Coupa。原因如下。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1152903264","media":"Barrons","summary":"Seeing opportunity in the technology selloff,Goldman Sachson Monday added three software stocks to t","content":"<p>Seeing opportunity in the technology selloff,Goldman Sachson Monday added three software stocks to the firm’s Conviction Buy list:Salesforce.com,MicrosoftandCoupa Software.</p><p><blockquote>看到科技抛售的机会，高盛周一将三只软件股加入了公司的信念买入名单：Salesforce.com、微软和Coupa Software。</blockquote></p><p> Analyst Kash Rangan, in a research note, says Microsoft (ticker: MSFT) and Salesforce (CRM) are “well positioned to capitalize on digital transformation spending, which we believe will outpace overall IT budgets for the foreseeable future.</p><p><blockquote>分析师卡什-兰根（Kash Rangan）在一份研究报告中说，微软（股票代码：MSFT）和 Salesforce（CRM）“处于有利地位，可以利用数字化转型支出，我们相信在可预见的未来，数字化转型支出将超过整体 IT 预算。</blockquote></p><p> “Similarly, we see Coupa (COUP) continuing to benefit from the increasing pace of digital transformation in the office of the CFO. Also, we see it as an accelerating growth story in 2021, which sets up well for a steady cadence of positive revenue revisions, and therefore a re-rating of the multiple as well.”</p><p><blockquote>“同样，我们认为 Coupa (COUP) 将继续受益于首席财务官办公室数字化转型步伐的加快。此外，我们认为这是 2021 年加速增长的故事，这为稳定的正向收入修正奠定了良好的基础，因此也会重新评级倍数”。</blockquote></p><p> Rangan adds thatCoupaoffers “a large addressable market, high barriers to entry and long-term sustainable growth.”</p><p><blockquote>Rangan 补充说，Coupa 提供了 “一个庞大的潜在市场、高准入门槛和长期可持续增长”。</blockquote></p><p> OnMicrosoft, Rangan writes that the company can take advantage of multiple secular trends, including public cloud, software-as-a-service, digital transformation, artificial intelligence and machine learning and business intelligence and analytics.</p><p><blockquote>在微软，Rangan写道，该公司可以利用多种长期趋势，包括公共云、软件即服务、数字化转型、人工智能和机器学习以及商业智能和分析。</blockquote></p><p> “We see a pathway for sustained double-digit topline growth alongside continued margin expansion,” he writes. “Moreover, our conversations point to Microsoft Azure increasingly short-listed as a strategic cloud vendor within large enterprise customers where we believe Microsoft is well positioned to continue to take market share.”</p><p><blockquote>“他写道：”我们看到了营收持续两位数增长和利润率持续扩张的途径。“此外，我们的谈话表明，微软 Azure 越来越多地被列为大型企业客户的战略云供应商，我们相信微软有能力继续占据市场份额。”</blockquote></p><p> As forSalesforce, Rangan notes that the stock has declined 19% since announcing the planned acquisition of Slack in late November. “With the stock trading at ~6.5x our calendar 2022 sales estimate, we believe investor sentiment continues to remain muted as investor concerns regarding the pace of margin expansion, organic growth of the core business, and potential dilution from further M&amp;A continues to weigh on the stock,” he writes.</p><p><blockquote>至于 Salesforce，Rangan 指出，自 11 月底宣布计划收购 Slack 以来，该股已下跌 19%。“他写道：”由于该股的交易价格约为我们 2022 年日历销售额预期的 6.5 倍，我们认为投资者情绪将继续低迷，因为投资者对利润率扩张步伐、核心业务有机增长以及进一步并购潜在稀释的担忧继续打压该股。</blockquote></p><p> But Rangan notes that Salesforce trades “at a sizable discount” to peers, with the lowest multiple of sales of all the large-cap software names he covers. He sees risk/reward “as attractive at current levels.”</p><p><blockquote>但 Rangan 指出，Salesforce 的交易价格与同行相比 “有相当大的折扣”，在他所报道的所有大型软件公司中，Salesforce 的销售倍数是最低的。他认为风险/回报 “在目前的水平上仍然很有吸引力”。</blockquote></p><p> Rangan has price targets of $413 on Coupa and $315 on both Salesforce and Microsoft.</p><p><blockquote>Rangan 对 Coupa 的目标价为 413 美元，对 Salesforce 和微软的目标价为 315 美元。</blockquote></p><p> On Monday, Coupa was down 6.4%, to $267.55, Salesforce was down 1.4% to $207.72 and Microsoft was down 1.8% to $227.39.</p><p><blockquote>周一，Coupa 下跌 6.4%，至 267.55 美元，Salesforce 下跌 1.4%，至 207.72 美元，微软下跌 1.8%，至 227.39 美元。</blockquote></p><p></p>","source":"lsy1601382232898","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>Buy Microsoft, Salesforce and Coupa, Goldman Sachs Says. Here’s Why.<blockquote>高盛表示，收购微软、Salesforce 和 Coupa。原因如下。</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\">\nBuy Microsoft, Salesforce and Coupa, Goldman Sachs Says. Here’s Why.<blockquote>高盛表示，收购微软、Salesforce 和 Coupa。原因如下。</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-03-09 17:13</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Seeing opportunity in the technology selloff,Goldman Sachson Monday added three software stocks to the firm’s Conviction Buy list:Salesforce.com,MicrosoftandCoupa Software.</p><p><blockquote>看到科技抛售的机会，高盛周一将三只软件股加入了公司的信念买入名单：Salesforce.com、微软和Coupa Software。</blockquote></p><p> Analyst Kash Rangan, in a research note, says Microsoft (ticker: MSFT) and Salesforce (CRM) are “well positioned to capitalize on digital transformation spending, which we believe will outpace overall IT budgets for the foreseeable future.</p><p><blockquote>分析师卡什-兰根（Kash Rangan）在一份研究报告中说，微软（股票代码：MSFT）和 Salesforce（CRM）“处于有利地位，可以利用数字化转型支出，我们相信在可预见的未来，数字化转型支出将超过整体 IT 预算。</blockquote></p><p> “Similarly, we see Coupa (COUP) continuing to benefit from the increasing pace of digital transformation in the office of the CFO. Also, we see it as an accelerating growth story in 2021, which sets up well for a steady cadence of positive revenue revisions, and therefore a re-rating of the multiple as well.”</p><p><blockquote>“同样，我们认为 Coupa (COUP) 将继续受益于首席财务官办公室数字化转型步伐的加快。此外，我们认为这是 2021 年加速增长的故事，这为稳定的正向收入修正奠定了良好的基础，因此也会重新评级倍数”。</blockquote></p><p> Rangan adds thatCoupaoffers “a large addressable market, high barriers to entry and long-term sustainable growth.”</p><p><blockquote>Rangan 补充说，Coupa 提供了 “一个庞大的潜在市场、高准入门槛和长期可持续增长”。</blockquote></p><p> OnMicrosoft, Rangan writes that the company can take advantage of multiple secular trends, including public cloud, software-as-a-service, digital transformation, artificial intelligence and machine learning and business intelligence and analytics.</p><p><blockquote>在微软，Rangan写道，该公司可以利用多种长期趋势，包括公共云、软件即服务、数字化转型、人工智能和机器学习以及商业智能和分析。</blockquote></p><p> “We see a pathway for sustained double-digit topline growth alongside continued margin expansion,” he writes. “Moreover, our conversations point to Microsoft Azure increasingly short-listed as a strategic cloud vendor within large enterprise customers where we believe Microsoft is well positioned to continue to take market share.”</p><p><blockquote>“他写道：”我们看到了营收持续两位数增长和利润率持续扩张的途径。“此外，我们的谈话表明，微软 Azure 越来越多地被列为大型企业客户的战略云供应商，我们相信微软有能力继续占据市场份额。”</blockquote></p><p> As forSalesforce, Rangan notes that the stock has declined 19% since announcing the planned acquisition of Slack in late November. “With the stock trading at ~6.5x our calendar 2022 sales estimate, we believe investor sentiment continues to remain muted as investor concerns regarding the pace of margin expansion, organic growth of the core business, and potential dilution from further M&amp;A continues to weigh on the stock,” he writes.</p><p><blockquote>至于 Salesforce，Rangan 指出，自 11 月底宣布计划收购 Slack 以来，该股已下跌 19%。“他写道：”由于该股的交易价格约为我们 2022 年日历销售额预期的 6.5 倍，我们认为投资者情绪将继续低迷，因为投资者对利润率扩张步伐、核心业务有机增长以及进一步并购潜在稀释的担忧继续打压该股。</blockquote></p><p> But Rangan notes that Salesforce trades “at a sizable discount” to peers, with the lowest multiple of sales of all the large-cap software names he covers. He sees risk/reward “as attractive at current levels.”</p><p><blockquote>但 Rangan 指出，Salesforce 的交易价格与同行相比 “有相当大的折扣”，在他所报道的所有大型软件公司中，Salesforce 的销售倍数是最低的。他认为风险/回报 “在目前的水平上仍然很有吸引力”。</blockquote></p><p> Rangan has price targets of $413 on Coupa and $315 on both Salesforce and Microsoft.</p><p><blockquote>Rangan 对 Coupa 的目标价为 413 美元，对 Salesforce 和微软的目标价为 315 美元。</blockquote></p><p> On Monday, Coupa was down 6.4%, to $267.55, Salesforce was down 1.4% to $207.72 and Microsoft was down 1.8% to $227.39.</p><p><blockquote>周一，Coupa 下跌 6.4%，至 267.55 美元，Salesforce 下跌 1.4%，至 207.72 美元，微软下跌 1.8%，至 227.39 美元。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/heres-why-goldman-sachs-says-microsoft-salesforce-and-coupa-are-buys-51615224196?mod=RTA\">Barrons</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":{"COUP":"Coupa Software Inc","MSFT":"微软","CRM":"赛富时","CPNG":"Coupang, Inc."},"source_url":"https://www.barrons.com/articles/heres-why-goldman-sachs-says-microsoft-salesforce-and-coupa-are-buys-51615224196?mod=RTA","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1152903264","content_text":"Seeing opportunity in the technology selloff,Goldman Sachson Monday added three software stocks to the firm’s Conviction Buy list:Salesforce.com,MicrosoftandCoupa Software.\nAnalyst Kash Rangan, in a research note, says Microsoft (ticker: MSFT) and Salesforce (CRM) are “well positioned to capitalize on digital transformation spending, which we believe will outpace overall IT budgets for the foreseeable future.\n“Similarly, we see Coupa (COUP) continuing to benefit from the increasing pace of digital transformation in the office of the CFO. Also, we see it as an accelerating growth story in 2021, which sets up well for a steady cadence of positive revenue revisions, and therefore a re-rating of the multiple as well.”\nRangan adds thatCoupaoffers “a large addressable market, high barriers to entry and long-term sustainable growth.”\nOnMicrosoft, Rangan writes that the company can take advantage of multiple secular trends, including public cloud, software-as-a-service, digital transformation, artificial intelligence and machine learning and business intelligence and analytics.\n“We see a pathway for sustained double-digit topline growth alongside continued margin expansion,” he writes. “Moreover, our conversations point to Microsoft Azure increasingly short-listed as a strategic cloud vendor within large enterprise customers where we believe Microsoft is well positioned to continue to take market share.”\nAs forSalesforce, Rangan notes that the stock has declined 19% since announcing the planned acquisition of Slack in late November. “With the stock trading at ~6.5x our calendar 2022 sales estimate, we believe investor sentiment continues to remain muted as investor concerns regarding the pace of margin expansion, organic growth of the core business, and potential dilution from further M&A continues to weigh on the stock,” he writes.\nBut Rangan notes that Salesforce trades “at a sizable discount” to peers, with the lowest multiple of sales of all the large-cap software names he covers. He sees risk/reward “as attractive at current levels.”\nRangan has price targets of $413 on Coupa and $315 on both Salesforce and Microsoft.\nOn Monday, Coupa was down 6.4%, to $267.55, Salesforce was down 1.4% to $207.72 and Microsoft was down 1.8% to $227.39.","news_type":1,"symbols_score_info":{"COUP":0.9,"CRM":0.9,"MSFT":0.9,"CPNG":0.9}},"isVote":1,"tweetType":1,"viewCount":974,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":329773920,"gmtCreate":1615283999760,"gmtModify":1703486738049,"author":{"id":"3578356560645849","authorId":"3578356560645849","name":"Raayche","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578356560645849","idStr":"3578356560645849"},"themes":[],"title":"","htmlText":"[财迷]&nbsp;","listText":"[财迷]&nbsp;","text":"[财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/329773920","repostId":"1152903264","repostType":4,"repost":{"id":"1152903264","kind":"news","pubTimestamp":1615281226,"share":"https://www.laohu8.com/m/news/1152903264?lang=zh_CN&edition=full","pubTime":"2021-03-09 17:13","market":"us","language":"en","title":"Buy Microsoft, Salesforce and Coupa, Goldman Sachs Says. Here’s Why.<blockquote>高盛表示，收购微软、Salesforce 和 Coupa。原因如下。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1152903264","media":"Barrons","summary":"Seeing opportunity in the technology selloff,Goldman Sachson Monday added three software stocks to t","content":"<p>Seeing opportunity in the technology selloff,Goldman Sachson Monday added three software stocks to the firm’s Conviction Buy list:Salesforce.com,MicrosoftandCoupa Software.</p><p><blockquote>看到科技抛售的机会，高盛周一将三只软件股加入了公司的信念买入名单：Salesforce.com、微软和Coupa Software。</blockquote></p><p> Analyst Kash Rangan, in a research note, says Microsoft (ticker: MSFT) and Salesforce (CRM) are “well positioned to capitalize on digital transformation spending, which we believe will outpace overall IT budgets for the foreseeable future.</p><p><blockquote>分析师卡什-兰根（Kash Rangan）在一份研究报告中说，微软（股票代码：MSFT）和 Salesforce（CRM）“处于有利地位，可以利用数字化转型支出，我们相信在可预见的未来，数字化转型支出将超过整体 IT 预算。</blockquote></p><p> “Similarly, we see Coupa (COUP) continuing to benefit from the increasing pace of digital transformation in the office of the CFO. Also, we see it as an accelerating growth story in 2021, which sets up well for a steady cadence of positive revenue revisions, and therefore a re-rating of the multiple as well.”</p><p><blockquote>“同样，我们认为 Coupa (COUP) 将继续受益于首席财务官办公室数字化转型步伐的加快。此外，我们认为这是 2021 年加速增长的故事，这为稳定的正向收入修正奠定了良好的基础，因此也会重新评级倍数”。</blockquote></p><p> Rangan adds thatCoupaoffers “a large addressable market, high barriers to entry and long-term sustainable growth.”</p><p><blockquote>Rangan 补充说，Coupa 提供了 “一个庞大的潜在市场、高准入门槛和长期可持续增长”。</blockquote></p><p> OnMicrosoft, Rangan writes that the company can take advantage of multiple secular trends, including public cloud, software-as-a-service, digital transformation, artificial intelligence and machine learning and business intelligence and analytics.</p><p><blockquote>在微软，Rangan写道，该公司可以利用多种长期趋势，包括公共云、软件即服务、数字化转型、人工智能和机器学习以及商业智能和分析。</blockquote></p><p> “We see a pathway for sustained double-digit topline growth alongside continued margin expansion,” he writes. “Moreover, our conversations point to Microsoft Azure increasingly short-listed as a strategic cloud vendor within large enterprise customers where we believe Microsoft is well positioned to continue to take market share.”</p><p><blockquote>“他写道：”我们看到了营收持续两位数增长和利润率持续扩张的途径。“此外，我们的谈话表明，微软 Azure 越来越多地被列为大型企业客户的战略云供应商，我们相信微软有能力继续占据市场份额。”</blockquote></p><p> As forSalesforce, Rangan notes that the stock has declined 19% since announcing the planned acquisition of Slack in late November. “With the stock trading at ~6.5x our calendar 2022 sales estimate, we believe investor sentiment continues to remain muted as investor concerns regarding the pace of margin expansion, organic growth of the core business, and potential dilution from further M&amp;A continues to weigh on the stock,” he writes.</p><p><blockquote>至于 Salesforce，Rangan 指出，自 11 月底宣布计划收购 Slack 以来，该股已下跌 19%。“他写道：”由于该股的交易价格约为我们 2022 年日历销售额预期的 6.5 倍，我们认为投资者情绪将继续低迷，因为投资者对利润率扩张步伐、核心业务有机增长以及进一步并购潜在稀释的担忧继续打压该股。</blockquote></p><p> But Rangan notes that Salesforce trades “at a sizable discount” to peers, with the lowest multiple of sales of all the large-cap software names he covers. He sees risk/reward “as attractive at current levels.”</p><p><blockquote>但 Rangan 指出，Salesforce 的交易价格与同行相比 “有相当大的折扣”，在他所报道的所有大型软件公司中，Salesforce 的销售倍数是最低的。他认为风险/回报 “在目前的水平上仍然很有吸引力”。</blockquote></p><p> Rangan has price targets of $413 on Coupa and $315 on both Salesforce and Microsoft.</p><p><blockquote>Rangan 对 Coupa 的目标价为 413 美元，对 Salesforce 和微软的目标价为 315 美元。</blockquote></p><p> On Monday, Coupa was down 6.4%, to $267.55, Salesforce was down 1.4% to $207.72 and Microsoft was down 1.8% to $227.39.</p><p><blockquote>周一，Coupa 下跌 6.4%，至 267.55 美元，Salesforce 下跌 1.4%，至 207.72 美元，微软下跌 1.8%，至 227.39 美元。</blockquote></p><p></p>","source":"lsy1601382232898","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>Buy Microsoft, Salesforce and Coupa, Goldman Sachs Says. Here’s Why.<blockquote>高盛表示，收购微软、Salesforce 和 Coupa。原因如下。</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\">\nBuy Microsoft, Salesforce and Coupa, Goldman Sachs Says. Here’s Why.<blockquote>高盛表示，收购微软、Salesforce 和 Coupa。原因如下。</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-03-09 17:13</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Seeing opportunity in the technology selloff,Goldman Sachson Monday added three software stocks to the firm’s Conviction Buy list:Salesforce.com,MicrosoftandCoupa Software.</p><p><blockquote>看到科技抛售的机会，高盛周一将三只软件股加入了公司的信念买入名单：Salesforce.com、微软和Coupa Software。</blockquote></p><p> Analyst Kash Rangan, in a research note, says Microsoft (ticker: MSFT) and Salesforce (CRM) are “well positioned to capitalize on digital transformation spending, which we believe will outpace overall IT budgets for the foreseeable future.</p><p><blockquote>分析师卡什-兰根（Kash Rangan）在一份研究报告中说，微软（股票代码：MSFT）和 Salesforce（CRM）“处于有利地位，可以利用数字化转型支出，我们相信在可预见的未来，数字化转型支出将超过整体 IT 预算。</blockquote></p><p> “Similarly, we see Coupa (COUP) continuing to benefit from the increasing pace of digital transformation in the office of the CFO. Also, we see it as an accelerating growth story in 2021, which sets up well for a steady cadence of positive revenue revisions, and therefore a re-rating of the multiple as well.”</p><p><blockquote>“同样，我们认为 Coupa (COUP) 将继续受益于首席财务官办公室数字化转型步伐的加快。此外，我们认为这是 2021 年加速增长的故事，这为稳定的正向收入修正奠定了良好的基础，因此也会重新评级倍数”。</blockquote></p><p> Rangan adds thatCoupaoffers “a large addressable market, high barriers to entry and long-term sustainable growth.”</p><p><blockquote>Rangan 补充说，Coupa 提供了 “一个庞大的潜在市场、高准入门槛和长期可持续增长”。</blockquote></p><p> OnMicrosoft, Rangan writes that the company can take advantage of multiple secular trends, including public cloud, software-as-a-service, digital transformation, artificial intelligence and machine learning and business intelligence and analytics.</p><p><blockquote>在微软，Rangan写道，该公司可以利用多种长期趋势，包括公共云、软件即服务、数字化转型、人工智能和机器学习以及商业智能和分析。</blockquote></p><p> “We see a pathway for sustained double-digit topline growth alongside continued margin expansion,” he writes. “Moreover, our conversations point to Microsoft Azure increasingly short-listed as a strategic cloud vendor within large enterprise customers where we believe Microsoft is well positioned to continue to take market share.”</p><p><blockquote>“他写道：”我们看到了营收持续两位数增长和利润率持续扩张的途径。“此外，我们的谈话表明，微软 Azure 越来越多地被列为大型企业客户的战略云供应商，我们相信微软有能力继续占据市场份额。”</blockquote></p><p> As forSalesforce, Rangan notes that the stock has declined 19% since announcing the planned acquisition of Slack in late November. “With the stock trading at ~6.5x our calendar 2022 sales estimate, we believe investor sentiment continues to remain muted as investor concerns regarding the pace of margin expansion, organic growth of the core business, and potential dilution from further M&amp;A continues to weigh on the stock,” he writes.</p><p><blockquote>至于 Salesforce，Rangan 指出，自 11 月底宣布计划收购 Slack 以来，该股已下跌 19%。“他写道：”由于该股的交易价格约为我们 2022 年日历销售额预期的 6.5 倍，我们认为投资者情绪将继续低迷，因为投资者对利润率扩张步伐、核心业务有机增长以及进一步并购潜在稀释的担忧继续打压该股。</blockquote></p><p> But Rangan notes that Salesforce trades “at a sizable discount” to peers, with the lowest multiple of sales of all the large-cap software names he covers. He sees risk/reward “as attractive at current levels.”</p><p><blockquote>但 Rangan 指出，Salesforce 的交易价格与同行相比 “有相当大的折扣”，在他所报道的所有大型软件公司中，Salesforce 的销售倍数是最低的。他认为风险/回报 “在目前的水平上仍然很有吸引力”。</blockquote></p><p> Rangan has price targets of $413 on Coupa and $315 on both Salesforce and Microsoft.</p><p><blockquote>Rangan 对 Coupa 的目标价为 413 美元，对 Salesforce 和微软的目标价为 315 美元。</blockquote></p><p> On Monday, Coupa was down 6.4%, to $267.55, Salesforce was down 1.4% to $207.72 and Microsoft was down 1.8% to $227.39.</p><p><blockquote>周一，Coupa 下跌 6.4%，至 267.55 美元，Salesforce 下跌 1.4%，至 207.72 美元，微软下跌 1.8%，至 227.39 美元。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/heres-why-goldman-sachs-says-microsoft-salesforce-and-coupa-are-buys-51615224196?mod=RTA\">Barrons</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":{"COUP":"Coupa Software Inc","MSFT":"微软","CRM":"赛富时","CPNG":"Coupang, Inc."},"source_url":"https://www.barrons.com/articles/heres-why-goldman-sachs-says-microsoft-salesforce-and-coupa-are-buys-51615224196?mod=RTA","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1152903264","content_text":"Seeing opportunity in the technology selloff,Goldman Sachson Monday added three software stocks to the firm’s Conviction Buy list:Salesforce.com,MicrosoftandCoupa Software.\nAnalyst Kash Rangan, in a research note, says Microsoft (ticker: MSFT) and Salesforce (CRM) are “well positioned to capitalize on digital transformation spending, which we believe will outpace overall IT budgets for the foreseeable future.\n“Similarly, we see Coupa (COUP) continuing to benefit from the increasing pace of digital transformation in the office of the CFO. Also, we see it as an accelerating growth story in 2021, which sets up well for a steady cadence of positive revenue revisions, and therefore a re-rating of the multiple as well.”\nRangan adds thatCoupaoffers “a large addressable market, high barriers to entry and long-term sustainable growth.”\nOnMicrosoft, Rangan writes that the company can take advantage of multiple secular trends, including public cloud, software-as-a-service, digital transformation, artificial intelligence and machine learning and business intelligence and analytics.\n“We see a pathway for sustained double-digit topline growth alongside continued margin expansion,” he writes. “Moreover, our conversations point to Microsoft Azure increasingly short-listed as a strategic cloud vendor within large enterprise customers where we believe Microsoft is well positioned to continue to take market share.”\nAs forSalesforce, Rangan notes that the stock has declined 19% since announcing the planned acquisition of Slack in late November. “With the stock trading at ~6.5x our calendar 2022 sales estimate, we believe investor sentiment continues to remain muted as investor concerns regarding the pace of margin expansion, organic growth of the core business, and potential dilution from further M&A continues to weigh on the stock,” he writes.\nBut Rangan notes that Salesforce trades “at a sizable discount” to peers, with the lowest multiple of sales of all the large-cap software names he covers. 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