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Eskay_Tew

Eskay_Tew

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2021-08-21

$2U(TWOU)$from +16% to -8.29%

2021-08-08

$Alibaba(BABA)$I have faith on cloud service soaring soon. Time being, bear with it just a short term pain for longer journey battlements

2021-10-03

Bank stock such as bank of America?

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2021-10-19

Market reopening.. Border reopening.. Are you ready

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2021-07-21

$2U(TWOU)$the new normal way on virtual learning. Big potential for years to go

2021-10-10

Big tech show time yet.. Or readying

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2021-09-09

Continue hold and buy for long

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2021-11-14

Hi to high

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2021-10-24

Microsoft have lots room to market growth

The PC slowdown shouldn't hurt Microsoft earnings, and here's why<blockquote>个人电脑放缓不应损害微软的盈利，原因如下</blockquote>

2021-11-12

Great

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trend now","listText":"The trend now","text":"The trend 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Bob Iger Says It Was A Real Possibility If Not For Steve Jobs' Demise<blockquote>苹果和迪斯尼合并成一家公司？鲍勃·艾格表示，如果不是史蒂夫·乔布斯去世，这是一种真正的可能性</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1123262270","media":"Benzinga","summary":"he Walt Disney Co and Apple Inc would have ended up discussing a merger between the companies if Ste","content":"<p><b>he Walt Disney Co</b>&nbsp;and&nbsp;<b>Apple Inc</b>&nbsp;would have ended up discussing a merger between the companies if&nbsp;<b>Steve Jobs</b>&nbsp;would have been alive, Disney Chair&nbsp;<b>Bob Iger</b>&nbsp;said in an interview Tuesday.</p><p><blockquote><b>华特迪斯尼公司</b>和<b>苹果公司</b>最终会讨论两家公司之间的合并，如果<b>史蒂夫·乔布斯</b>会活着，迪斯尼椅子<b>鲍勃·艾格</b>周二在接受采访时说。</blockquote></p><p> <b>What Happened:</b>Iger told CNBC that, while Jobs and him never actually discussed a merger, he said a deal would have “gotten there,”reported&nbsp;Apple Insider.</p><p><blockquote><b>发生了什么：</b>据《苹果内幕》报道，艾格告诉CNBC，虽然乔布斯和他从未真正讨论过合并，但他表示交易“已经达成”。</blockquote></p><p> Jobs was passionate about “everything that Disney did,” said Iger. The Disney Chair said the intersection of liberal arts and technology made Jobs’ “heart sing.”</p><p><blockquote>艾格说，乔布斯对“迪士尼所做的一切”充满热情。迪斯尼主席说，文科和技术的交叉让乔布斯的“心在歌唱”。</blockquote></p><p> Disney’s content would be a natural fit for the iPhone maker, said Iger. On the merger between the two companies, he said, “I'm pretty convinced we would have had that discussion.”</p><p><blockquote>艾格表示，迪士尼的内容非常适合这家iPhone制造商。关于两家公司的合并，他说：“我非常相信我们会进行这样的讨论。”</blockquote></p><p> <b>Why It Matters:</b>The Disney executive also revealed how he spent months getting to know Jobs, who was an investor and co-founder of&nbsp;<b>Pixar Studios</b>. The bond between the two reportedly grew when Disney acquired the studio.</p><p><blockquote><b>为什么重要：</b>这位迪士尼高管还透露了他是如何花了几个月时间来了解乔布斯的，乔布斯是迪士尼的投资者和联合创始人<b>皮克斯工作室</b>据报道，当迪士尼收购该工作室时，两者之间的联系更加紧密。</blockquote></p><p> The acquisition made Jobs Disney’s largest shareholder and a board member of the entertainment behemoth.</p><p><blockquote>此次收购使乔布斯成为迪士尼最大的股东和这家娱乐巨头的董事会成员。</blockquote></p><p> Jobs in turn selected Iger to succeed him on the Apple board of directors. Iger exited as a board member in 2019.</p><p><blockquote>乔布斯反过来选择艾格接替他进入苹果董事会。艾格于2019年辞去董事会成员职务。</blockquote></p><p> Iger stepped down as Disney CEO in 2020. He will officially give up the role of Chair&nbsp;at the end of 2021.</p><p><blockquote>艾格于2020年辞去迪士尼首席执行官一职。他将于2021年底正式放弃主席一职。</blockquote></p><p> In the interview, Iger said that he&nbsp;began thinking about stepping down&nbsp;after he became too dismissive of other people’s opinions.</p><p><blockquote>在采访中，艾格表示，在他变得过于不屑一顾之后，他开始考虑辞职。</blockquote></p><p> <b>Price Action:</b>On Tuesday, Disney shares closed 3.1% higher at $151.05 in the regular session. On the same day, Apple shares ended the regular session 1.9% higher at $172.99 and fell 0.2% in the after-hours session.</p><p><blockquote><b>价格走势：</b>周二，迪士尼股价在常规交易中收盘上涨3.1%，至151.05美元。当天，苹果股价常规交易时段收盘上涨1.9%，至172.99美元，盘后交易时段下跌0.2%。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple And Disney Merging Into A Single Company? Bob Iger Says It Was A Real Possibility If Not For Steve Jobs' Demise<blockquote>苹果和迪斯尼合并成一家公司？鲍勃·艾格表示，如果不是史蒂夫·乔布斯去世，这是一种真正的可能性</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\">\nApple And Disney Merging Into A Single Company? Bob Iger Says It Was A Real Possibility If Not For Steve Jobs' Demise<blockquote>苹果和迪斯尼合并成一家公司？鲍勃·艾格表示，如果不是史蒂夫·乔布斯去世，这是一种真正的可能性</blockquote>\n</h2>\n<h4 class=\"meta\">\n<div class=\"head\" \">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time smaller\">2021-12-22 13:27</p>\n</div>\n</div>\n</h4>\n</header>\n<article>\n<p><b>he Walt Disney Co</b>&nbsp;and&nbsp;<b>Apple Inc</b>&nbsp;would have ended up discussing a merger between the companies if&nbsp;<b>Steve Jobs</b>&nbsp;would have been alive, Disney Chair&nbsp;<b>Bob Iger</b>&nbsp;said in an interview Tuesday.</p><p><blockquote><b>华特迪斯尼公司</b>和<b>苹果公司</b>最终会讨论两家公司之间的合并，如果<b>史蒂夫·乔布斯</b>会活着，迪斯尼椅子<b>鲍勃·艾格</b>周二在接受采访时说。</blockquote></p><p> <b>What Happened:</b>Iger told CNBC that, while Jobs and him never actually discussed a merger, he said a deal would have “gotten there,”reported&nbsp;Apple Insider.</p><p><blockquote><b>发生了什么：</b>据《苹果内幕》报道，艾格告诉CNBC，虽然乔布斯和他从未真正讨论过合并，但他表示交易“已经达成”。</blockquote></p><p> Jobs was passionate about “everything that Disney did,” said Iger. The Disney Chair said the intersection of liberal arts and technology made Jobs’ “heart sing.”</p><p><blockquote>艾格说，乔布斯对“迪士尼所做的一切”充满热情。迪斯尼主席说，文科和技术的交叉让乔布斯的“心在歌唱”。</blockquote></p><p> Disney’s content would be a natural fit for the iPhone maker, said Iger. On the merger between the two companies, he said, “I'm pretty convinced we would have had that discussion.”</p><p><blockquote>艾格表示，迪士尼的内容非常适合这家iPhone制造商。关于两家公司的合并，他说：“我非常相信我们会进行这样的讨论。”</blockquote></p><p> <b>Why It Matters:</b>The Disney executive also revealed how he spent months getting to know Jobs, who was an investor and co-founder of&nbsp;<b>Pixar Studios</b>. The bond between the two reportedly grew when Disney acquired the studio.</p><p><blockquote><b>为什么重要：</b>这位迪士尼高管还透露了他是如何花了几个月时间来了解乔布斯的，乔布斯是迪士尼的投资者和联合创始人<b>皮克斯工作室</b>据报道，当迪士尼收购该工作室时，两者之间的联系更加紧密。</blockquote></p><p> The acquisition made Jobs Disney’s largest shareholder and a board member of the entertainment behemoth.</p><p><blockquote>此次收购使乔布斯成为迪士尼最大的股东和这家娱乐巨头的董事会成员。</blockquote></p><p> Jobs in turn selected Iger to succeed him on the Apple board of directors. Iger exited as a board member in 2019.</p><p><blockquote>乔布斯反过来选择艾格接替他进入苹果董事会。艾格于2019年辞去董事会成员职务。</blockquote></p><p> Iger stepped down as Disney CEO in 2020. He will officially give up the role of Chair&nbsp;at the end of 2021.</p><p><blockquote>艾格于2020年辞去迪士尼首席执行官一职。他将于2021年底正式放弃主席一职。</blockquote></p><p> In the interview, Iger said that he&nbsp;began thinking about stepping down&nbsp;after he became too dismissive of other people’s opinions.</p><p><blockquote>在采访中，艾格表示，在他变得过于不屑一顾之后，他开始考虑辞职。</blockquote></p><p> <b>Price Action:</b>On Tuesday, Disney shares closed 3.1% higher at $151.05 in the regular session. On the same day, Apple shares ended the regular session 1.9% higher at $172.99 and fell 0.2% in the after-hours session.</p><p><blockquote><b>价格走势：</b>周二，迪士尼股价在常规交易中收盘上涨3.1%，至151.05美元。当天，苹果股价常规交易时段收盘上涨1.9%，至172.99美元，盘后交易时段下跌0.2%。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果","DIS":"迪士尼"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1123262270","content_text":"he Walt Disney Co and Apple Inc would have ended up discussing a merger between the companies if Steve Jobs would have been alive, Disney Chair Bob Iger said in an interview Tuesday.\nWhat Happened:Iger told CNBC that, while Jobs and him never actually discussed a merger, he said a deal would have “gotten there,”reported Apple Insider.\nJobs was passionate about “everything that Disney did,” said Iger. The Disney Chair said the intersection of liberal arts and technology made Jobs’ “heart sing.”\nDisney’s content would be a natural fit for the iPhone maker, said Iger. On the merger between the two companies, he said, “I'm pretty convinced we would have had that discussion.”\nWhy It Matters:The Disney executive also revealed how he spent months getting to know Jobs, who was an investor and co-founder of Pixar Studios. The bond between the two reportedly grew when Disney acquired the studio.\nThe acquisition made Jobs Disney’s largest shareholder and a board member of the entertainment behemoth.\nJobs in turn selected Iger to succeed him on the Apple board of directors. Iger exited as a board member in 2019.\nIger stepped down as Disney CEO in 2020. He will officially give up the role of Chair at the end of 2021.\nIn the interview, Iger said that he began thinking about stepping down after he became too dismissive of other people’s opinions.\nPrice Action:On Tuesday, Disney shares closed 3.1% higher at $151.05 in the regular session. On the same day, Apple shares ended the regular session 1.9% higher at $172.99 and fell 0.2% in the after-hours session.","news_type":1,"symbols_score_info":{"AAPL":0.9,"DIS":0.9}},"isVote":1,"tweetType":1,"viewCount":2788,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":873339557,"gmtCreate":1636855540004,"gmtModify":1636855540222,"author":{"id":"3578561972068295","authorId":"3578561972068295","name":"Eskay_Tew","avatar":"https://static.tigerbbs.com/c955d556458f3e647eb3cbf75c2f8f54","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578561972068295","idStr":"3578561972068295"},"themes":[],"htmlText":"Hi to high","listText":"Hi to high","text":"Hi to high","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/873339557","repostId":"873945561","repostType":1,"isVote":1,"tweetType":1,"viewCount":2371,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":879433341,"gmtCreate":1636761488438,"gmtModify":1636761488669,"author":{"id":"3578561972068295","authorId":"3578561972068295","name":"Eskay_Tew","avatar":"https://static.tigerbbs.com/c955d556458f3e647eb3cbf75c2f8f54","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578561972068295","idStr":"3578561972068295"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/FSR\">$FSR 20211119 10.0 PUT(FSR)$</a>keep it up~ up~","listText":"<a href=\"https://laohu8.com/S/FSR\">$FSR 20211119 10.0 PUT(FSR)$</a>keep it up~ up~","text":"$FSR 20211119 10.0 PUT(FSR)$keep it up~ up~","images":[{"img":"https://static.tigerbbs.com/6a607fb2aee6d9a0107361b4d88909fa","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/879433341","isVote":1,"tweetType":1,"viewCount":3477,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":879808597,"gmtCreate":1636697724557,"gmtModify":1636697725508,"author":{"id":"3578561972068295","authorId":"3578561972068295","name":"Eskay_Tew","avatar":"https://static.tigerbbs.com/c955d556458f3e647eb3cbf75c2f8f54","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578561972068295","idStr":"3578561972068295"},"themes":[],"htmlText":"Great","listText":"Great","text":"Great","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/879808597","repostId":"1104158261","repostType":4,"isVote":1,"tweetType":1,"viewCount":3231,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":843639364,"gmtCreate":1635822094456,"gmtModify":1635822094687,"author":{"id":"3578561972068295","authorId":"3578561972068295","name":"Eskay_Tew","avatar":"https://static.tigerbbs.com/c955d556458f3e647eb3cbf75c2f8f54","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578561972068295","idStr":"3578561972068295"},"themes":[],"htmlText":"Excellent&nbsp;","listText":"Excellent&nbsp;","text":"Excellent","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/843639364","repostId":"1133870110","repostType":2,"repost":{"id":"1133870110","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":1635773950,"share":"https://www.laohu8.com/m/news/1133870110?lang=zh_CN&edition=full","pubTime":"2021-11-01 21:39","market":"us","language":"en","title":"EV stocks rose in Monday morning trading<blockquote>电动汽车股周一早盘上涨</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1133870110","media":"Tiger Newspress","summary":"EV stocks rose in Monday morning trading.Tesla,Xpeng Motors,Li Auto,Lordstown Motors,Lucid,Nikola,Fi","content":"<p>EV stocks rose in Monday morning trading.Tesla,Xpeng Motors,Li Auto,Lordstown Motors,Lucid,Nikola,Fisker,Niu Technologies,Nikola&nbsp;and Faraday Future climbed between 1% and 7%.</p><p><blockquote>电动汽车股周一早盘上涨。特斯拉、小鹏汽车、理想汽车、洛兹敦汽车、Lucid、尼古拉、菲斯克、小牛电动、尼古拉和法拉第未来上涨1%至7%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/2f3a096b6cadbc583a7bf8a948880616\" tg-width=\"404\" tg-height=\"720\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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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\">\nEV stocks rose in Monday morning trading<blockquote>电动汽车股周一早盘上涨</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\">2021-11-01 21:39</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>EV stocks rose in Monday morning trading.Tesla,Xpeng Motors,Li Auto,Lordstown Motors,Lucid,Nikola,Fisker,Niu Technologies,Nikola&nbsp;and Faraday Future climbed between 1% and 7%.</p><p><blockquote>电动汽车股周一早盘上涨。特斯拉、小鹏汽车、理想汽车、洛兹敦汽车、Lucid、尼古拉、菲斯克、小牛电动、尼古拉和法拉第未来上涨1%至7%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/2f3a096b6cadbc583a7bf8a948880616\" tg-width=\"404\" tg-height=\"720\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来","WKHS":"Workhorse Group, Inc.","ARVN":"Arvinas Holding Company LLC","TSLA":"特斯拉","LCID":"Lucid Group Inc","FSR":"菲斯克","XPEV":"小鹏汽车"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1133870110","content_text":"EV stocks rose in Monday morning trading.Tesla,Xpeng Motors,Li Auto,Lordstown Motors,Lucid,Nikola,Fisker,Niu Technologies,Nikola and Faraday Future climbed between 1% and 7%.","news_type":1,"symbols_score_info":{"NKLA":0.9,"XPEV":0.9,"ARVN":0.9,"WKHS":0.9,"FFIE":0.9,"GOEV":0.9,"NIO":0.9,"LCID":0.9,"TSLA":0.9,"RIDE":0.9,"FSR":0.9}},"isVote":1,"tweetType":1,"viewCount":2607,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":840334296,"gmtCreate":1635587057215,"gmtModify":1635587057471,"author":{"id":"3578561972068295","authorId":"3578561972068295","name":"Eskay_Tew","avatar":"https://static.tigerbbs.com/c955d556458f3e647eb3cbf75c2f8f54","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578561972068295","idStr":"3578561972068295"},"themes":[],"htmlText":"Great","listText":"Great","text":"Great","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/840334296","repostId":"2179223688","repostType":4,"isVote":1,"tweetType":1,"viewCount":4016,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":855519854,"gmtCreate":1635382655005,"gmtModify":1635382655242,"author":{"id":"3578561972068295","authorId":"3578561972068295","name":"Eskay_Tew","avatar":"https://static.tigerbbs.com/c955d556458f3e647eb3cbf75c2f8f54","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578561972068295","idStr":"3578561972068295"},"themes":[],"htmlText":"Health-care as in evergreen&nbsp;","listText":"Health-care as in evergreen&nbsp;","text":"Health-care as in evergreen","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/855519854","repostId":"1139370497","repostType":2,"repost":{"id":"1139370497","kind":"news","pubTimestamp":1635340322,"share":"https://www.laohu8.com/m/news/1139370497?lang=zh_CN&edition=full","pubTime":"2021-10-27 21:12","market":"us","language":"en","title":"AbbVie Takes Another Step Toward Its Post-Humira Future<blockquote>艾伯维(AbbVie)向修美乐(Humira)后的未来又迈出了一步</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1139370497","media":"Motley Fool","summary":"Since AbbVie(NYSE:ABBV) began trading in December 2012, it has left the S&P 500 in the dust. AbbVie ","content":"<p>Since&nbsp;<b>AbbVie</b>(NYSE:ABBV)&nbsp;began trading in December 2012, it has left the&nbsp;<b>S&amp;P 500</b>&nbsp;in the dust. AbbVie has outperformed the S&amp;P 500 by nearly 60% in the past nine years. Most of the returns that AbbVie has generated for its shareholders have come from its top-selling drug in the world, Humira, which has grown sales from $9.3 billion in 2012 to just shy of $20 billion last year. But with the U.S. patents on Humira set to expire in 2023, AbbVie has been working diligently for many years to build a promising post-Humira future.</p><p><blockquote>自<b>艾伯维</b>（纽约证券交易所代码：ABBV）于2012年12月开始交易，已离开<b>标普500</b>在尘土中。艾伯维在过去九年中的表现优于标普500近60%。艾伯维为股东创造的大部分回报来自其全球最畅销药物修美乐(Humira)，该药物的销售额已从2012年的93亿美元增长到去年的近200亿美元。但随着Humira的美国专利将于2023年到期，艾伯维多年来一直在努力建设一个充满希望的后Humira未来。</blockquote></p><p> One of AbbVie's successors to Humira is the immunology drug known as Skyrizi. It recently received a recommendation from the European Union (E.U.) Committee for Medicinal Products for Human Use (CHMP) that it should be approved to treat adults with active psoriatic arthritis who have failed at least one other drug.</p><p><blockquote>艾伯维(AbbVie)修美乐(Humira)的继任者之一是免疫药物Skyrizi。它最近收到了欧盟（E.U.）人用药品委员会（CHMP）的建议，应批准其用于治疗至少一种其他药物治疗失败的活动性银屑病关节炎成人。</blockquote></p><p> Let's take a look at why this is a huge step for AbbVie in helping to move beyond Humira.</p><p><blockquote>让我们来看看为什么这是艾伯维在帮助超越修美乐方面迈出的一大步。</blockquote></p><p> Another treatment option for healthcare providers</p><p><blockquote>医疗服务提供者的另一种治疗选择</blockquote></p><p> Psoriatic arthritis (PsA) is a form of arthritis that leads to a condition known as psoriasis, which results in patches of itchy and scaly skin. PsA often causes symptoms of joint pain, swelling, and redness. Psoriasis is estimated to impact 2% to 3% of the global population. And approximately 30% of psoriasis patients eventually go on to develop psoriatic arthritis. Because 40% of patients with psoriatic arthritis report that their condition causes major problems in their daily life, it is crucial for them to seek treatment from their healthcare providers.</p><p><blockquote>银屑病关节炎（PsA）是一种关节炎，会导致银屑病，导致皮肤发痒和鳞状。PsA通常会导致关节疼痛、肿胀和发红的症状。据估计，银屑病影响2%至3%的全球人口。并且大约30%的银屑病患者最终继续发展为银屑病关节炎。因为40%的银屑病关节炎患者报告说，他们的病情给他们的日常生活带来了重大问题，所以向他们的医疗保健提供者寻求治疗对他们来说至关重要。</blockquote></p><p> Conventional synthetic disease-modifying anti-rheumatic drugs such as methotrexate are often the first-line treatment for patients with PsA. And although they work well for some patients, a recent study found that 71% of PsA patients fail their first-line therapy. This is where Skyrizi could potentially help countless patients.</p><p><blockquote>常规合成的缓解疾病的抗风湿药物如甲氨蝶呤通常是PsA患者的一线治疗药物。尽管它们对一些患者效果良好，但最近的一项研究发现，71%的PsA患者一线治疗失败。这就是Skyrizi可能帮助无数患者的地方。</blockquote></p><p> Based on results announced by AbbVie earlier this year, Skyrizi was demonstrated to be far superior to placebo in treating PsA. In fact, Skyrizi was far more likely to help PsA patients achieve at least a 90% skin clearance improvement as measured by the Psoriasis Area Severity Index (PASI90) at week 24 compared to placebo. And at least 52% of PsA patients receiving injections of Skyrizi across the two Phase 3 clinical trials achieved PASI90 at week 24 against just 10% of PsA patients who were injected with placebo. PsA patients receiving Skyrizi also reported notable improvements in their joint pain more frequently than those receiving placebo injections.</p><p><blockquote>根据艾伯维今年早些时候公布的结果，Skyrizi被证明在治疗PsA方面远远优于安慰剂。事实上，与安慰剂相比，Skyrizi更有可能帮助PsA患者在第24周通过银屑病区域严重程度指数（PASI90）测量实现至少90%的皮肤清除率改善。在两项3期临床试验中，至少有52%接受Skyrizi注射的PsA患者在第24周达到PASI90，而接受安慰剂注射的PsA患者只有10%达到PASI90。接受Skyrizi的PsA患者也比接受安慰剂注射的患者更频繁地报告关节疼痛明显改善。</blockquote></p><p> Based on this data and the news that the CHMP recommended that Skyrizi be approved, Skyrizi could be only months away from hitting the market in the E.U. The PsA indication for Skyrizi would be the second indication for the drug, joining its adult plaque psoriasis indication in the E.U.</p><p><blockquote>根据这些数据以及CHMP建议批准Skyrizi的消息，Skyrizi距离在欧盟上市可能只有几个月的时间了。Skyrizi的PsA适应症将是该药物的第二个适应症，加入其在欧盟的成人斑块型银屑病适应症。</blockquote></p><p> Psoriatic Arthritis would be a major indication for Skyrizi</p><p><blockquote>银屑病关节炎将是Skyrizi的主要适应症</blockquote></p><p> So, Skyrizi appears to be a great treatment option for PsA patients who haven't responded to first-line treatments. But what could a PsA indication in the European Union mean for AbbVie? Factoring in the E.U.'s population of 446 million, the 2% to 3% prevalence of psoriasis, and that 30% of psoriasis patients develop PsA, there are more than 2.7 million PsA patients living in the E.U.</p><p><blockquote>因此，对于一线治疗没有反应的PsA患者来说，Skyrizi似乎是一个很好的治疗选择。但欧盟的PsA适应症对艾伯维意味着什么呢？考虑到欧盟4.46亿人口、2%至3%的银屑病患病率以及30%的银屑病患者发展为PsA，有超过270万PsA患者生活在欧盟。</blockquote></p><p> And assuming that approximately 70% of PsA patients fail first-line therapy, this would indicate that there are at least 2 million PsA patients in the E.U. who have failed or will fail first-line therapy. Conservatively, one could assume that Skyrizi's potential PsA patient pool is 1 million. Since there are a variety of treatments available for PsA in the E.U. like Humira (and itsbiosimilars), I believe that Skyrizi will be able to capture 5% of the total market. This works out to around 50,000 patients.</p><p><blockquote>假设大约70%的PsA患者一线治疗失败，这将表明欧盟至少有200万PsA患者一线治疗失败或将失败。保守地说，人们可以假设Skyrizi的潜在PsA患者池为100万。由于欧盟有多种治疗PsA的方法。如Humira（及其生物仿制药），我相信Skyrizi将能够占据总市场的5%。这适用于大约50,000名患者。</blockquote></p><p> While Skyrizi's annual list price is $68,000 in the United States,&nbsp; drugs in large E.U. countries like Germany and France are anywhere from one-third to one-half of the U.S. list price. And this is before also considering insurance adjustments that lower the annual net price. Noting insurance adjustments, AbbVie will likely receive $20,000 in annual revenue per patient for Skyrizi, which equates to $1 billion in annual sales potential for a PsA indication.</p><p><blockquote>虽然Skyrizi在美国的年标价为68,000美元，但大型欧盟国家的药品。德国和法国等国家的价格是美国标价的三分之一到二分之一。这是在考虑降低年度净价的保险调整之前。考虑到保险调整，艾伯维可能会为Skyrizi获得每位患者20,000美元的年收入，这相当于PsA适应症的年销售潜力为10亿美元。</blockquote></p><p> Even for apharma stocksuch as AbbVie that analysts expect will generate $56.3 billion in revenue this year, a blockbuster indication like PsA for Skyrizi is a meaningful boost. Another indication for Skyrizi would add more fuel to the fast-growing drug, which has already recorded $1.2 billion in sales in the first half of this year.</p><p><blockquote>即使对于分析师预计今年将产生563亿美元收入的艾伯维(AbbVie)等制药股来说，Skyrizi的PsA等重磅指标也是一个有意义的提振。Skyrizi的另一个适应症将为这种快速增长的药物增添更多动力，该药物今年上半年的销售额已达到12亿美元。</blockquote></p><p> A high yielder that isn't too good to be true</p><p><blockquote>好得令人难以置信的高收益</blockquote></p><p> While AbbVie's&nbsp;4.8% dividend yield&nbsp;may come off as a yield trap at first glance, AbbVie is proof that you can't always judge a book by its cover. This is because the payout ratio is expected to be in the low 40% range this year.</p><p><blockquote>虽然艾伯维4.8%的股息收益率乍一看可能是一个收益率陷阱，但艾伯维证明了你不能总是以貌取人。这是因为今年的派息率预计将在40%的低范围内。</blockquote></p><p></p><p> Since AbbVie was spun off from&nbsp;<b>Abbott Laboratories</b>(NYSE:ABT), AbbVie has raised its dividend each year. Because AbbVie inherited Abbott Laboratories' dividend increase streak and has raised its dividend each year since 2013, the stock is set to become a&nbsp;Dividend King&nbsp;with its next dividend increase, which is likely just days away. This will place it in the exclusive company of less than three dozen other stocks, which have raised their dividends at least 50 years straight. Analysts also expect that AbbVie will grow its adjusted earnings per share at 5% annually over the next five years, which should not only support the current dividend but allow future dividend growth.</p><p><blockquote>自从艾伯维从<b>雅培实验室</b>（纽约证券交易所股票代码：ABT），艾伯维每年都会提高股息。由于艾伯维(AbbVie)继承了雅培实验室(Abbott Laboratories)的股息增长势头，并且自2013年以来每年都提高股息，因此该股将在下一次股息增长中成为股息之王，而下一次股息增长可能只剩下几天了。这将使其成为不到三打其他股票中的独家公司，这些股票至少连续50年提高了股息。分析师还预计，艾伯维未来五年调整后每股收益将以每年5%的速度增长，这不仅应该支持当前的股息，还可以让未来的股息增长。</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>AbbVie Takes Another Step Toward Its Post-Humira Future<blockquote>艾伯维(AbbVie)向修美乐(Humira)后的未来又迈出了一步</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\">\nAbbVie Takes Another Step Toward Its Post-Humira Future<blockquote>艾伯维(AbbVie)向修美乐(Humira)后的未来又迈出了一步</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Motley Fool</strong><span class=\"h-time small\">2021-10-27 21:12</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Since&nbsp;<b>AbbVie</b>(NYSE:ABBV)&nbsp;began trading in December 2012, it has left the&nbsp;<b>S&amp;P 500</b>&nbsp;in the dust. AbbVie has outperformed the S&amp;P 500 by nearly 60% in the past nine years. Most of the returns that AbbVie has generated for its shareholders have come from its top-selling drug in the world, Humira, which has grown sales from $9.3 billion in 2012 to just shy of $20 billion last year. But with the U.S. patents on Humira set to expire in 2023, AbbVie has been working diligently for many years to build a promising post-Humira future.</p><p><blockquote>自<b>艾伯维</b>（纽约证券交易所代码：ABBV）于2012年12月开始交易，已离开<b>标普500</b>在尘土中。艾伯维在过去九年中的表现优于标普500近60%。艾伯维为股东创造的大部分回报来自其全球最畅销药物修美乐(Humira)，该药物的销售额已从2012年的93亿美元增长到去年的近200亿美元。但随着Humira的美国专利将于2023年到期，艾伯维多年来一直在努力建设一个充满希望的后Humira未来。</blockquote></p><p> One of AbbVie's successors to Humira is the immunology drug known as Skyrizi. It recently received a recommendation from the European Union (E.U.) Committee for Medicinal Products for Human Use (CHMP) that it should be approved to treat adults with active psoriatic arthritis who have failed at least one other drug.</p><p><blockquote>艾伯维(AbbVie)修美乐(Humira)的继任者之一是免疫药物Skyrizi。它最近收到了欧盟（E.U.）人用药品委员会（CHMP）的建议，应批准其用于治疗至少一种其他药物治疗失败的活动性银屑病关节炎成人。</blockquote></p><p> Let's take a look at why this is a huge step for AbbVie in helping to move beyond Humira.</p><p><blockquote>让我们来看看为什么这是艾伯维在帮助超越修美乐方面迈出的一大步。</blockquote></p><p> Another treatment option for healthcare providers</p><p><blockquote>医疗服务提供者的另一种治疗选择</blockquote></p><p> Psoriatic arthritis (PsA) is a form of arthritis that leads to a condition known as psoriasis, which results in patches of itchy and scaly skin. PsA often causes symptoms of joint pain, swelling, and redness. Psoriasis is estimated to impact 2% to 3% of the global population. And approximately 30% of psoriasis patients eventually go on to develop psoriatic arthritis. Because 40% of patients with psoriatic arthritis report that their condition causes major problems in their daily life, it is crucial for them to seek treatment from their healthcare providers.</p><p><blockquote>银屑病关节炎（PsA）是一种关节炎，会导致银屑病，导致皮肤发痒和鳞状。PsA通常会导致关节疼痛、肿胀和发红的症状。据估计，银屑病影响2%至3%的全球人口。并且大约30%的银屑病患者最终继续发展为银屑病关节炎。因为40%的银屑病关节炎患者报告说，他们的病情给他们的日常生活带来了重大问题，所以向他们的医疗保健提供者寻求治疗对他们来说至关重要。</blockquote></p><p> Conventional synthetic disease-modifying anti-rheumatic drugs such as methotrexate are often the first-line treatment for patients with PsA. And although they work well for some patients, a recent study found that 71% of PsA patients fail their first-line therapy. This is where Skyrizi could potentially help countless patients.</p><p><blockquote>常规合成的缓解疾病的抗风湿药物如甲氨蝶呤通常是PsA患者的一线治疗药物。尽管它们对一些患者效果良好，但最近的一项研究发现，71%的PsA患者一线治疗失败。这就是Skyrizi可能帮助无数患者的地方。</blockquote></p><p> Based on results announced by AbbVie earlier this year, Skyrizi was demonstrated to be far superior to placebo in treating PsA. In fact, Skyrizi was far more likely to help PsA patients achieve at least a 90% skin clearance improvement as measured by the Psoriasis Area Severity Index (PASI90) at week 24 compared to placebo. And at least 52% of PsA patients receiving injections of Skyrizi across the two Phase 3 clinical trials achieved PASI90 at week 24 against just 10% of PsA patients who were injected with placebo. PsA patients receiving Skyrizi also reported notable improvements in their joint pain more frequently than those receiving placebo injections.</p><p><blockquote>根据艾伯维今年早些时候公布的结果，Skyrizi被证明在治疗PsA方面远远优于安慰剂。事实上，与安慰剂相比，Skyrizi更有可能帮助PsA患者在第24周通过银屑病区域严重程度指数（PASI90）测量实现至少90%的皮肤清除率改善。在两项3期临床试验中，至少有52%接受Skyrizi注射的PsA患者在第24周达到PASI90，而接受安慰剂注射的PsA患者只有10%达到PASI90。接受Skyrizi的PsA患者也比接受安慰剂注射的患者更频繁地报告关节疼痛明显改善。</blockquote></p><p> Based on this data and the news that the CHMP recommended that Skyrizi be approved, Skyrizi could be only months away from hitting the market in the E.U. The PsA indication for Skyrizi would be the second indication for the drug, joining its adult plaque psoriasis indication in the E.U.</p><p><blockquote>根据这些数据以及CHMP建议批准Skyrizi的消息，Skyrizi距离在欧盟上市可能只有几个月的时间了。Skyrizi的PsA适应症将是该药物的第二个适应症，加入其在欧盟的成人斑块型银屑病适应症。</blockquote></p><p> Psoriatic Arthritis would be a major indication for Skyrizi</p><p><blockquote>银屑病关节炎将是Skyrizi的主要适应症</blockquote></p><p> So, Skyrizi appears to be a great treatment option for PsA patients who haven't responded to first-line treatments. But what could a PsA indication in the European Union mean for AbbVie? Factoring in the E.U.'s population of 446 million, the 2% to 3% prevalence of psoriasis, and that 30% of psoriasis patients develop PsA, there are more than 2.7 million PsA patients living in the E.U.</p><p><blockquote>因此，对于一线治疗没有反应的PsA患者来说，Skyrizi似乎是一个很好的治疗选择。但欧盟的PsA适应症对艾伯维意味着什么呢？考虑到欧盟4.46亿人口、2%至3%的银屑病患病率以及30%的银屑病患者发展为PsA，有超过270万PsA患者生活在欧盟。</blockquote></p><p> And assuming that approximately 70% of PsA patients fail first-line therapy, this would indicate that there are at least 2 million PsA patients in the E.U. who have failed or will fail first-line therapy. Conservatively, one could assume that Skyrizi's potential PsA patient pool is 1 million. Since there are a variety of treatments available for PsA in the E.U. like Humira (and itsbiosimilars), I believe that Skyrizi will be able to capture 5% of the total market. This works out to around 50,000 patients.</p><p><blockquote>假设大约70%的PsA患者一线治疗失败，这将表明欧盟至少有200万PsA患者一线治疗失败或将失败。保守地说，人们可以假设Skyrizi的潜在PsA患者池为100万。由于欧盟有多种治疗PsA的方法。如Humira（及其生物仿制药），我相信Skyrizi将能够占据总市场的5%。这适用于大约50,000名患者。</blockquote></p><p> While Skyrizi's annual list price is $68,000 in the United States,&nbsp; drugs in large E.U. countries like Germany and France are anywhere from one-third to one-half of the U.S. list price. And this is before also considering insurance adjustments that lower the annual net price. Noting insurance adjustments, AbbVie will likely receive $20,000 in annual revenue per patient for Skyrizi, which equates to $1 billion in annual sales potential for a PsA indication.</p><p><blockquote>虽然Skyrizi在美国的年标价为68,000美元，但大型欧盟国家的药品。德国和法国等国家的价格是美国标价的三分之一到二分之一。这是在考虑降低年度净价的保险调整之前。考虑到保险调整，艾伯维可能会为Skyrizi获得每位患者20,000美元的年收入，这相当于PsA适应症的年销售潜力为10亿美元。</blockquote></p><p> Even for apharma stocksuch as AbbVie that analysts expect will generate $56.3 billion in revenue this year, a blockbuster indication like PsA for Skyrizi is a meaningful boost. Another indication for Skyrizi would add more fuel to the fast-growing drug, which has already recorded $1.2 billion in sales in the first half of this year.</p><p><blockquote>即使对于分析师预计今年将产生563亿美元收入的艾伯维(AbbVie)等制药股来说，Skyrizi的PsA等重磅指标也是一个有意义的提振。Skyrizi的另一个适应症将为这种快速增长的药物增添更多动力，该药物今年上半年的销售额已达到12亿美元。</blockquote></p><p> A high yielder that isn't too good to be true</p><p><blockquote>好得令人难以置信的高收益</blockquote></p><p> While AbbVie's&nbsp;4.8% dividend yield&nbsp;may come off as a yield trap at first glance, AbbVie is proof that you can't always judge a book by its cover. This is because the payout ratio is expected to be in the low 40% range this year.</p><p><blockquote>虽然艾伯维4.8%的股息收益率乍一看可能是一个收益率陷阱，但艾伯维证明了你不能总是以貌取人。这是因为今年的派息率预计将在40%的低范围内。</blockquote></p><p></p><p> Since AbbVie was spun off from&nbsp;<b>Abbott Laboratories</b>(NYSE:ABT), AbbVie has raised its dividend each year. Because AbbVie inherited Abbott Laboratories' dividend increase streak and has raised its dividend each year since 2013, the stock is set to become a&nbsp;Dividend King&nbsp;with its next dividend increase, which is likely just days away. This will place it in the exclusive company of less than three dozen other stocks, which have raised their dividends at least 50 years straight. Analysts also expect that AbbVie will grow its adjusted earnings per share at 5% annually over the next five years, which should not only support the current dividend but allow future dividend growth.</p><p><blockquote>自从艾伯维从<b>雅培实验室</b>（纽约证券交易所股票代码：ABT），艾伯维每年都会提高股息。由于艾伯维(AbbVie)继承了雅培实验室(Abbott Laboratories)的股息增长势头，并且自2013年以来每年都提高股息，因此该股将在下一次股息增长中成为股息之王，而下一次股息增长可能只剩下几天了。这将使其成为不到三打其他股票中的独家公司，这些股票至少连续50年提高了股息。分析师还预计，艾伯维未来五年调整后每股收益将以每年5%的速度增长，这不仅应该支持当前的股息，还可以让未来的股息增长。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.fool.com/investing/2021/10/27/abbvie-takes-big-step-toward-post-humira-future/\">Motley Fool</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":{"ABBV":"艾伯维公司"},"source_url":"https://www.fool.com/investing/2021/10/27/abbvie-takes-big-step-toward-post-humira-future/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1139370497","content_text":"Since AbbVie(NYSE:ABBV) began trading in December 2012, it has left the S&P 500 in the dust. AbbVie has outperformed the S&P 500 by nearly 60% in the past nine years. Most of the returns that AbbVie has generated for its shareholders have come from its top-selling drug in the world, Humira, which has grown sales from $9.3 billion in 2012 to just shy of $20 billion last year. But with the U.S. patents on Humira set to expire in 2023, AbbVie has been working diligently for many years to build a promising post-Humira future.\nOne of AbbVie's successors to Humira is the immunology drug known as Skyrizi. It recently received a recommendation from the European Union (E.U.) Committee for Medicinal Products for Human Use (CHMP) that it should be approved to treat adults with active psoriatic arthritis who have failed at least one other drug.\nLet's take a look at why this is a huge step for AbbVie in helping to move beyond Humira.\nAnother treatment option for healthcare providers\nPsoriatic arthritis (PsA) is a form of arthritis that leads to a condition known as psoriasis, which results in patches of itchy and scaly skin. PsA often causes symptoms of joint pain, swelling, and redness. Psoriasis is estimated to impact 2% to 3% of the global population. And approximately 30% of psoriasis patients eventually go on to develop psoriatic arthritis. Because 40% of patients with psoriatic arthritis report that their condition causes major problems in their daily life, it is crucial for them to seek treatment from their healthcare providers.\nConventional synthetic disease-modifying anti-rheumatic drugs such as methotrexate are often the first-line treatment for patients with PsA. And although they work well for some patients, a recent study found that 71% of PsA patients fail their first-line therapy. This is where Skyrizi could potentially help countless patients.\nBased on results announced by AbbVie earlier this year, Skyrizi was demonstrated to be far superior to placebo in treating PsA. In fact, Skyrizi was far more likely to help PsA patients achieve at least a 90% skin clearance improvement as measured by the Psoriasis Area Severity Index (PASI90) at week 24 compared to placebo. And at least 52% of PsA patients receiving injections of Skyrizi across the two Phase 3 clinical trials achieved PASI90 at week 24 against just 10% of PsA patients who were injected with placebo. PsA patients receiving Skyrizi also reported notable improvements in their joint pain more frequently than those receiving placebo injections.\nBased on this data and the news that the CHMP recommended that Skyrizi be approved, Skyrizi could be only months away from hitting the market in the E.U. The PsA indication for Skyrizi would be the second indication for the drug, joining its adult plaque psoriasis indication in the E.U.\nPsoriatic Arthritis would be a major indication for Skyrizi\nSo, Skyrizi appears to be a great treatment option for PsA patients who haven't responded to first-line treatments. But what could a PsA indication in the European Union mean for AbbVie? Factoring in the E.U.'s population of 446 million, the 2% to 3% prevalence of psoriasis, and that 30% of psoriasis patients develop PsA, there are more than 2.7 million PsA patients living in the E.U.\nAnd assuming that approximately 70% of PsA patients fail first-line therapy, this would indicate that there are at least 2 million PsA patients in the E.U. who have failed or will fail first-line therapy. Conservatively, one could assume that Skyrizi's potential PsA patient pool is 1 million. Since there are a variety of treatments available for PsA in the E.U. like Humira (and itsbiosimilars), I believe that Skyrizi will be able to capture 5% of the total market. This works out to around 50,000 patients.\nWhile Skyrizi's annual list price is $68,000 in the United States,  drugs in large E.U. countries like Germany and France are anywhere from one-third to one-half of the U.S. list price. And this is before also considering insurance adjustments that lower the annual net price. Noting insurance adjustments, AbbVie will likely receive $20,000 in annual revenue per patient for Skyrizi, which equates to $1 billion in annual sales potential for a PsA indication.\nEven for apharma stocksuch as AbbVie that analysts expect will generate $56.3 billion in revenue this year, a blockbuster indication like PsA for Skyrizi is a meaningful boost. Another indication for Skyrizi would add more fuel to the fast-growing drug, which has already recorded $1.2 billion in sales in the first half of this year.\nA high yielder that isn't too good to be true\nWhile AbbVie's 4.8% dividend yield may come off as a yield trap at first glance, AbbVie is proof that you can't always judge a book by its cover. This is because the payout ratio is expected to be in the low 40% range this year.\nSince AbbVie was spun off from Abbott Laboratories(NYSE:ABT), AbbVie has raised its dividend each year. Because AbbVie inherited Abbott Laboratories' dividend increase streak and has raised its dividend each year since 2013, the stock is set to become a Dividend King with its next dividend increase, which is likely just days away. This will place it in the exclusive company of less than three dozen other stocks, which have raised their dividends at least 50 years straight. Analysts also expect that AbbVie will grow its adjusted earnings per share at 5% annually over the next five years, which should not only support the current dividend but allow future dividend growth.","news_type":1,"symbols_score_info":{"ABBV":0.9}},"isVote":1,"tweetType":1,"viewCount":3626,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":858515947,"gmtCreate":1635081297951,"gmtModify":1635088493661,"author":{"id":"3578561972068295","authorId":"3578561972068295","name":"Eskay_Tew","avatar":"https://static.tigerbbs.com/c955d556458f3e647eb3cbf75c2f8f54","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578561972068295","idStr":"3578561972068295"},"themes":[],"htmlText":"Microsoft have lots room to market growth","listText":"Microsoft have lots room to market growth","text":"Microsoft have lots room to market growth","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/858515947","repostId":"2177489964","repostType":2,"repost":{"id":"2177489964","kind":"highlight","pubTimestamp":1635042148,"share":"https://www.laohu8.com/m/news/2177489964?lang=zh_CN&edition=full","pubTime":"2021-10-24 10:22","market":"us","language":"en","title":"The PC slowdown shouldn't hurt Microsoft earnings, and here's why<blockquote>个人电脑放缓不应损害微软的盈利，原因如下</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2177489964","media":"MarketWatch","summary":"Growth from Azure and other cloud products should mask over any disappointment from supply-chain iss","content":"<p>Growth from Azure and other cloud products should mask over any disappointment from supply-chain issues affecting PC sales</p><p><blockquote>Azure和其他云产品的增长应该会掩盖影响PC销售的供应链问题带来的任何失望</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/958e56d50bc03c5ef2195a2a879bec71\" tg-width=\"700\" tg-height=\"467\" width=\"100%\" height=\"auto\"><span>Microsoft Corp. is scheduled to release fiscal first-quarter earnings after the bell on Tuesday.</span></p><p><blockquote><p class=\"t-img-caption\"><span>微软定于周二盘后发布第一财季财报。</span></p></blockquote></p><p> The slowdown in personal computer sales due to supply-chain issues in recent months would have hurt Microsoft Corp. in past years, but the company's pivot to cloud computing and cloud software should insulate it from any earnings fallout.</p><p><blockquote>近几个月来，由于供应链问题导致的个人电脑销售放缓在过去几年可能会损害微软公司，但该公司转向云计算和云软件应该会使其免受任何盈利影响。</blockquote></p><p> Microsoft&nbsp;is scheduled to report its fiscal first-quarter earnings on Tuesday afternoon, as it rolls out its new Windows 11 operating system and PC makers struggle to deliver new machines. While the Microsoft of Bill Gates and Steve Ballmer would have faced a lot of Wall Street pessimism if PC shipments were mangled and a new operating system was not quickly adopted, Satya Nadella's Microsoft should be just fine.</p><p><blockquote>微软定于周二下午公布第一财季财报，该公司将推出新的Windows 11操作系统，而PC制造商正在努力交付新机器。如果个人电脑出货量受损且新操作系统没有迅速采用，Bill Gates和Steve Ballmer的微软将面临华尔街的大量悲观情绪，但Satya Nadella的微软应该会很好。</blockquote></p><p> That is because analysts and investors are mostly focused on Azure, Microsoft's cloud-computing answer to Amazon.com Inc.'s&nbsp;Amazon Web Services, as well as cloud-software offerings, decreasing the importance of Microsoft's PC business.</p><p><blockquote>这是因为分析师和投资者主要关注Azure（微软对亚马逊公司Amazon Web Services的云计算解决方案）以及云软件产品，从而降低了微软PC业务的重要性。</blockquote></p><p> \"Sustained digital transformation momentum should offset the impact from mixed PC unit shipment estimates from IDC and Gartner,\" <a href=\"https://laohu8.com/S/MSTLW\">Morgan Stanley</a> analysts wrote in a preview of the report, later adding, \"While our negative growth outlook for Windows OEM pressures our longer term earnings expectation for Microsoft, we also note Windows OEM overall represents a decreasing mix of overall Microsoft revenue and gross profit.\"</p><p><blockquote>“持续的数字化转型势头应该会抵消IDC和Gartner混合PC出货量估计的影响，”<a href=\"https://laohu8.com/S/MSTLW\">摩根士丹利</a>分析师在报告预览中写道，后来补充道：“虽然我们对Windows OEM的负增长前景给我们对微软的长期盈利预期带来了压力，但我们也注意到，Windows OEM总体上代表着微软整体收入和毛利润的下降。”</blockquote></p><p> Azure has made sure that Windows' importance to Microsoft has decreased. The fast-growing cloud business is at the top of every analyst note about Microsoft, and analysts expect revenue to grow in the mid-40% range. (Microsoft does not disclose Azure performance except for percentage gain, despite AWS and Google&nbsp;(GOOGL) Cloud providing full revenue and operating profits for their competitive services).</p><p><blockquote>Azure已经确保Windows对微软的重要性已经下降。快速增长的云业务是每一份有关微软的分析师报告的首要内容，分析师预计收入将增长40%左右。（尽管AWS和谷歌（GOOGL）云为其竞争服务提供了全部收入和营业利润，但微软没有披露Azure的性能，除了百分比增益）。</blockquote></p><p> \"Fundamentally, ramping contribution from previously signed long-term Azure deals, continued Cloud migrations post-COVID, Microsoft's intensifying focus on Cloud verticalization and strong Microsoft 365 seat growth can sustain durable longer-term Azure growth,\" the Morgan Stanley analysts wrote.</p><p><blockquote>摩根士丹利分析师写道：“从根本上说，之前签署的长期Azure协议的贡献不断增加、新冠疫情后持续的云迁移、微软对云垂直化的日益关注以及微软365席位的强劲增长可以维持Azure的长期持久增长。”</blockquote></p><p> There are factors that could add to Microsoft's growth as well, especially in the forecast. The $19.7 billion acquisition of health-care-focused company Nuance is expected to close before the end of the calendar year, and Microsoft recently disclosed that its cloud-based revenue would dump into the same revenue bucket as Azure.</p><p><blockquote>还有一些因素也可能促进微软的增长，尤其是在预测中。对专注于医疗保健的公司Nuance的197亿美元收购预计将在今年年底前完成，微软最近透露，其基于云的收入将与Azure归入同一收入类别。</blockquote></p><p> While Microsoft did not disclose exactly how much that would mean, UBS analysts said in September that prior Nuance disclosures and a call they had with the company's investor relations team led them to estimate that about 46% of Nuance's revenue would be cloud-based. They estimated that would mean roughly $91 million in additional sales for Microsoft's cloud division in the fiscal second quarter, if the full quarter were to be included.</p><p><blockquote>虽然微软没有透露这到底意味着什么，但瑞银分析师在9月份表示，Nuance之前的披露以及他们与该公司投资者关系团队的看涨期权使他们估计Nuance约46%的收入将来自云。他们估计，如果将整个季度包括在内，这意味着微软云部门在第二财季的销售额将增加约9100万美元。</blockquote></p><p> Another bump could be coming in the future from increased prices for Microsoft's most popular cloud software offering, Office 365. Microsoft is increasing prices more than 10% across the board for the product, which the company described as \"the first substantive pricing update since we launched Office 365 a decade ago,\" which also gives analysts confidence that Microsoft can withstand any supply-chain pressures on the PC market.</p><p><blockquote>微软最受欢迎的云软件产品Office 365的价格上涨可能会在未来带来另一个上涨。微软将该产品的价格全面提高10%以上，该公司称这是“自十年前推出Office 365以来的首次实质性定价更新”，这也让分析师相信微软能够承受任何供应链压力PC市场。</blockquote></p><p> <b>What to expect</b></p><p><blockquote><b>期待什么</b></blockquote></p><p> <b>Earnings:</b> Analysts on average expect Microsoft to report earnings of $2.08 a share, up from $1.82 a share a year ago. Contributors to Estimize -- a crowdsourcing platform that gathers estimates from Wall Street analysts as well as buy-side analysts, fund managers, company executives, academics and others -- predict earnings of $2.22 a share.</p><p><blockquote><b>收益：</b>分析师平均预计微软每股收益为2.08美元，高于一年前的每股1.82美元。Estimize是一个众包平台，收集华尔街分析师以及买方分析师、基金经理、公司高管、学者和其他人的预测，其贡献者预测每股收益为2.22美元。</blockquote></p><p> <b>Revenue:</b> Analysts on average were modeling sales of $43.93 billion, which would be an improvement from $37.15 billion a year ago, after Microsoft forecast revenue of $43.3 billion to $44.2 billion. Estimize contributors expect $44.88 billion in sales.</p><p><blockquote><b>收入：</b>分析师平均预测销售额为439.3亿美元，比一年前的371.5亿美元有所改善，此前微软预测营收为433亿美元至442亿美元。Estimize贡献者预计销售额为448.8亿美元。</blockquote></p><p> Analyst expect $16.52 billion in sales from the \"Intelligent Cloud\" segment, after Microsoft guided for $16.4 billion to $16.65 billion; $14.67 billion in sales from the cloud-software-focused \"Productivity and Business Solutions\" segment, after a forecast of $14.5 billion to $14.75 billion; and $12.72 billion from \"More Personal Computing,\" after guidance for sales of $12.4 billion to $12.8 billion.</p><p><blockquote>分析师预计“智能云”部门的销售额为165.2亿美元，此前微软的预期为164亿至166.5亿美元；以云软件为重点的“生产力和业务解决方案”部门的销售额为146.7亿美元，此前预测为145亿至147.5亿美元；127.2亿美元来自“更多个人计算”，此前销售额指引为124亿至128亿美元。</blockquote></p><p></p><p> <b>Stock movement: </b>Microsoft shares have declined in the session following earnings releases in four of the past five quarters, though the last decline was only by 0.1%. The stock has increased 8.1% in the past three months and 45.2% in the past year, as the S&amp;P 500 index has grown by 4.1% and 31.6% in those periods, respectively.</p><p><blockquote><b>股票变动：</b>过去五个季度中有四个季度发布财报后，微软股价均出现下跌，但上一次跌幅仅为0.1%。该股在过去三个月上涨了8.1%，在过去一年上涨了45.2%，而标普500指数在此期间分别上涨了4.1%和31.6%。</blockquote></p><p> <b>What analysts are saying</b></p><p><blockquote><b>分析师怎么说</b></blockquote></p><p> Analysts are in pretty universal agreement about Microsoft's current position. According to FactSet tracking, 33 out of 36 analysts rate the stock the equivalent of a buy, while the other three rate it as a hold.</p><p><blockquote>分析师们对微软目前的立场相当一致。根据FactSet的跟踪，36名分析师中有33名分析师将该股评级为买入，而另外3名分析师将其评级为持有。</blockquote></p><p> \"Currently trading at 27x our CY23 GAAP EPS estimates, Microsoft represents a rare combination of strong secular positioning and reasonable valuation within the software space,\" wrote the Morgan Stanley analysts, who rate the shares overweight with a price target of $331.</p><p><blockquote>摩根士丹利分析师写道：“微软目前的交易价格是我们23年GAAP每股收益预期的27倍，代表了软件领域强劲的长期定位和合理估值的罕见组合。”摩根士丹利分析师对跑赢大盘股票的评级为331美元。</blockquote></p><p> The once concern seems to be the durability of the current growth trajectory, which is why the Nuance acquisition and increased pricing of Office 365 is seen as key to the stock continuing to rise.</p><p><blockquote>曾经的担忧似乎是当前增长轨迹的持久性，这就是为什么收购Nuance和提高Office 365的定价被视为该股继续上涨的关键。</blockquote></p><p> \"Comps get progressively tougher throughout FY22, which should be met by Microsoft's durable growth portfolio of Azure/Security/Teams,\" wrote Jeffries analysts, who have an outperform rating and recently raised their price target to $375 from $345. \"Key items to watch are elevated expectations (Azure high 40s reported), integration with Nuance and increased security investments.\"</p><p><blockquote>Jeffries分析师写道：“整个22财年，竞争将逐渐变得更加严峻，微软Azure/Security/Teams的持久增长投资组合应该可以满足这一需求。”他们给予跑赢大盘评级，最近将目标价从345美元上调至375美元。“值得关注的关键项目是期望提高（据报道Azure High 40）、与Nuance的集成以及安全投资的增加。”</blockquote></p><p> Microsoft has benefitted from the pandemic, as companies have relied on cloud-computing power and software to keep teams connected while working remotely. But Microsoft bull and Wedbush analyst Daniel Ives does not see a return to the office as a sign that the boom will end.</p><p><blockquote>微软从疫情中受益，因为公司依靠云计算能力和软件在远程工作时保持团队联系。但微软牛市和Wedbush分析师Daniel Ives并不认为重返办公室是繁荣将结束的迹象。</blockquote></p><p> \"We believe the Street's view of moderating cloud growth on the other side of this WFH cycle is contrary to the deal activity Microsoft is seeing in the field,\" Ives, with an outperform rating and $375 price target, wrote in a preview of the report. \"While we have seen the momentum of this backdrop in the last few years, we believe deal flow looks incrementally strong (Office 365/Azure combo deals in particular) heading into FY22 as we estimate that Microsoft is still only 35% through penetrating its unparalleled installed base on the cloud transition.\"</p><p><blockquote>Ives在报告预览中写道：“我们认为，华尔街对在家办公周期另一端云增长放缓的看法与微软在该领域看到的交易活动相反。”Ives给予跑赢大盘评级，目标价为375美元。“虽然我们在过去几年中看到了这种背景的势头，但我们相信，进入2022财年，交易流看起来将逐渐强劲（尤其是Office 365/Azure组合交易），因为我们估计微软在渗透其无与伦比的基础上仍仅占35%云过渡的安装基础。”</blockquote></p><p> Stifel analysts, with a buy rating and $325 price target, concurred.</p><p><blockquote>Stifel分析师对此表示赞同，给予买入评级和325美元的目标价。</blockquote></p><p> \"We continue to believe that the pandemic is forcing organizations to accelerate the pace of their cloud migrations and that Microsoft remains a key beneficiary of this modernization spend, especially around large new deal momentum, as its broad stack enables it to capture Tier 1 workloads previously out of reach,\" they wrote.</p><p><blockquote>“我们仍然认为，疫情正在迫使组织加快云迁移的步伐，微软仍然是这种现代化支出的主要受益者，特别是在巨大的新政势头下，因为其广泛的堆栈使其能够捕获以前无法实现的一级工作负载，”他们写道。</blockquote></p><p> The average price target on Microsoft stock as of Friday afternoon was $335.47, roughly 8.5% higher than the going rate.</p><p><blockquote>截至周五下午，微软股票的平均目标价为335.47美元，比现行汇率高出约8.5%。</blockquote></p><p></p>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe PC slowdown shouldn't hurt Microsoft earnings, and here's why<blockquote>个人电脑放缓不应损害微软的盈利，原因如下</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">MarketWatch</strong><span class=\"h-time small\">2021-10-24 10:22</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Growth from Azure and other cloud products should mask over any disappointment from supply-chain issues affecting PC sales</p><p><blockquote>Azure和其他云产品的增长应该会掩盖影响PC销售的供应链问题带来的任何失望</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/958e56d50bc03c5ef2195a2a879bec71\" tg-width=\"700\" tg-height=\"467\" width=\"100%\" height=\"auto\"><span>Microsoft Corp. is scheduled to release fiscal first-quarter earnings after the bell on Tuesday.</span></p><p><blockquote><p class=\"t-img-caption\"><span>微软定于周二盘后发布第一财季财报。</span></p></blockquote></p><p> The slowdown in personal computer sales due to supply-chain issues in recent months would have hurt Microsoft Corp. in past years, but the company's pivot to cloud computing and cloud software should insulate it from any earnings fallout.</p><p><blockquote>近几个月来，由于供应链问题导致的个人电脑销售放缓在过去几年可能会损害微软公司，但该公司转向云计算和云软件应该会使其免受任何盈利影响。</blockquote></p><p> Microsoft&nbsp;is scheduled to report its fiscal first-quarter earnings on Tuesday afternoon, as it rolls out its new Windows 11 operating system and PC makers struggle to deliver new machines. While the Microsoft of Bill Gates and Steve Ballmer would have faced a lot of Wall Street pessimism if PC shipments were mangled and a new operating system was not quickly adopted, Satya Nadella's Microsoft should be just fine.</p><p><blockquote>微软定于周二下午公布第一财季财报，该公司将推出新的Windows 11操作系统，而PC制造商正在努力交付新机器。如果个人电脑出货量受损且新操作系统没有迅速采用，Bill Gates和Steve Ballmer的微软将面临华尔街的大量悲观情绪，但Satya Nadella的微软应该会很好。</blockquote></p><p> That is because analysts and investors are mostly focused on Azure, Microsoft's cloud-computing answer to Amazon.com Inc.'s&nbsp;Amazon Web Services, as well as cloud-software offerings, decreasing the importance of Microsoft's PC business.</p><p><blockquote>这是因为分析师和投资者主要关注Azure（微软对亚马逊公司Amazon Web Services的云计算解决方案）以及云软件产品，从而降低了微软PC业务的重要性。</blockquote></p><p> \"Sustained digital transformation momentum should offset the impact from mixed PC unit shipment estimates from IDC and Gartner,\" <a href=\"https://laohu8.com/S/MSTLW\">Morgan Stanley</a> analysts wrote in a preview of the report, later adding, \"While our negative growth outlook for Windows OEM pressures our longer term earnings expectation for Microsoft, we also note Windows OEM overall represents a decreasing mix of overall Microsoft revenue and gross profit.\"</p><p><blockquote>“持续的数字化转型势头应该会抵消IDC和Gartner混合PC出货量估计的影响，”<a href=\"https://laohu8.com/S/MSTLW\">摩根士丹利</a>分析师在报告预览中写道，后来补充道：“虽然我们对Windows OEM的负增长前景给我们对微软的长期盈利预期带来了压力，但我们也注意到，Windows OEM总体上代表着微软整体收入和毛利润的下降。”</blockquote></p><p> Azure has made sure that Windows' importance to Microsoft has decreased. The fast-growing cloud business is at the top of every analyst note about Microsoft, and analysts expect revenue to grow in the mid-40% range. (Microsoft does not disclose Azure performance except for percentage gain, despite AWS and Google&nbsp;(GOOGL) Cloud providing full revenue and operating profits for their competitive services).</p><p><blockquote>Azure已经确保Windows对微软的重要性已经下降。快速增长的云业务是每一份有关微软的分析师报告的首要内容，分析师预计收入将增长40%左右。（尽管AWS和谷歌（GOOGL）云为其竞争服务提供了全部收入和营业利润，但微软没有披露Azure的性能，除了百分比增益）。</blockquote></p><p> \"Fundamentally, ramping contribution from previously signed long-term Azure deals, continued Cloud migrations post-COVID, Microsoft's intensifying focus on Cloud verticalization and strong Microsoft 365 seat growth can sustain durable longer-term Azure growth,\" the Morgan Stanley analysts wrote.</p><p><blockquote>摩根士丹利分析师写道：“从根本上说，之前签署的长期Azure协议的贡献不断增加、新冠疫情后持续的云迁移、微软对云垂直化的日益关注以及微软365席位的强劲增长可以维持Azure的长期持久增长。”</blockquote></p><p> There are factors that could add to Microsoft's growth as well, especially in the forecast. The $19.7 billion acquisition of health-care-focused company Nuance is expected to close before the end of the calendar year, and Microsoft recently disclosed that its cloud-based revenue would dump into the same revenue bucket as Azure.</p><p><blockquote>还有一些因素也可能促进微软的增长，尤其是在预测中。对专注于医疗保健的公司Nuance的197亿美元收购预计将在今年年底前完成，微软最近透露，其基于云的收入将与Azure归入同一收入类别。</blockquote></p><p> While Microsoft did not disclose exactly how much that would mean, UBS analysts said in September that prior Nuance disclosures and a call they had with the company's investor relations team led them to estimate that about 46% of Nuance's revenue would be cloud-based. They estimated that would mean roughly $91 million in additional sales for Microsoft's cloud division in the fiscal second quarter, if the full quarter were to be included.</p><p><blockquote>虽然微软没有透露这到底意味着什么，但瑞银分析师在9月份表示，Nuance之前的披露以及他们与该公司投资者关系团队的看涨期权使他们估计Nuance约46%的收入将来自云。他们估计，如果将整个季度包括在内，这意味着微软云部门在第二财季的销售额将增加约9100万美元。</blockquote></p><p> Another bump could be coming in the future from increased prices for Microsoft's most popular cloud software offering, Office 365. Microsoft is increasing prices more than 10% across the board for the product, which the company described as \"the first substantive pricing update since we launched Office 365 a decade ago,\" which also gives analysts confidence that Microsoft can withstand any supply-chain pressures on the PC market.</p><p><blockquote>微软最受欢迎的云软件产品Office 365的价格上涨可能会在未来带来另一个上涨。微软将该产品的价格全面提高10%以上，该公司称这是“自十年前推出Office 365以来的首次实质性定价更新”，这也让分析师相信微软能够承受任何供应链压力PC市场。</blockquote></p><p> <b>What to expect</b></p><p><blockquote><b>期待什么</b></blockquote></p><p> <b>Earnings:</b> Analysts on average expect Microsoft to report earnings of $2.08 a share, up from $1.82 a share a year ago. Contributors to Estimize -- a crowdsourcing platform that gathers estimates from Wall Street analysts as well as buy-side analysts, fund managers, company executives, academics and others -- predict earnings of $2.22 a share.</p><p><blockquote><b>收益：</b>分析师平均预计微软每股收益为2.08美元，高于一年前的每股1.82美元。Estimize是一个众包平台，收集华尔街分析师以及买方分析师、基金经理、公司高管、学者和其他人的预测，其贡献者预测每股收益为2.22美元。</blockquote></p><p> <b>Revenue:</b> Analysts on average were modeling sales of $43.93 billion, which would be an improvement from $37.15 billion a year ago, after Microsoft forecast revenue of $43.3 billion to $44.2 billion. Estimize contributors expect $44.88 billion in sales.</p><p><blockquote><b>收入：</b>分析师平均预测销售额为439.3亿美元，比一年前的371.5亿美元有所改善，此前微软预测营收为433亿美元至442亿美元。Estimize贡献者预计销售额为448.8亿美元。</blockquote></p><p> Analyst expect $16.52 billion in sales from the \"Intelligent Cloud\" segment, after Microsoft guided for $16.4 billion to $16.65 billion; $14.67 billion in sales from the cloud-software-focused \"Productivity and Business Solutions\" segment, after a forecast of $14.5 billion to $14.75 billion; and $12.72 billion from \"More Personal Computing,\" after guidance for sales of $12.4 billion to $12.8 billion.</p><p><blockquote>分析师预计“智能云”部门的销售额为165.2亿美元，此前微软的预期为164亿至166.5亿美元；以云软件为重点的“生产力和业务解决方案”部门的销售额为146.7亿美元，此前预测为145亿至147.5亿美元；127.2亿美元来自“更多个人计算”，此前销售额指引为124亿至128亿美元。</blockquote></p><p></p><p> <b>Stock movement: </b>Microsoft shares have declined in the session following earnings releases in four of the past five quarters, though the last decline was only by 0.1%. The stock has increased 8.1% in the past three months and 45.2% in the past year, as the S&amp;P 500 index has grown by 4.1% and 31.6% in those periods, respectively.</p><p><blockquote><b>股票变动：</b>过去五个季度中有四个季度发布财报后，微软股价均出现下跌，但上一次跌幅仅为0.1%。该股在过去三个月上涨了8.1%，在过去一年上涨了45.2%，而标普500指数在此期间分别上涨了4.1%和31.6%。</blockquote></p><p> <b>What analysts are saying</b></p><p><blockquote><b>分析师怎么说</b></blockquote></p><p> Analysts are in pretty universal agreement about Microsoft's current position. According to FactSet tracking, 33 out of 36 analysts rate the stock the equivalent of a buy, while the other three rate it as a hold.</p><p><blockquote>分析师们对微软目前的立场相当一致。根据FactSet的跟踪，36名分析师中有33名分析师将该股评级为买入，而另外3名分析师将其评级为持有。</blockquote></p><p> \"Currently trading at 27x our CY23 GAAP EPS estimates, Microsoft represents a rare combination of strong secular positioning and reasonable valuation within the software space,\" wrote the Morgan Stanley analysts, who rate the shares overweight with a price target of $331.</p><p><blockquote>摩根士丹利分析师写道：“微软目前的交易价格是我们23年GAAP每股收益预期的27倍，代表了软件领域强劲的长期定位和合理估值的罕见组合。”摩根士丹利分析师对跑赢大盘股票的评级为331美元。</blockquote></p><p> The once concern seems to be the durability of the current growth trajectory, which is why the Nuance acquisition and increased pricing of Office 365 is seen as key to the stock continuing to rise.</p><p><blockquote>曾经的担忧似乎是当前增长轨迹的持久性，这就是为什么收购Nuance和提高Office 365的定价被视为该股继续上涨的关键。</blockquote></p><p> \"Comps get progressively tougher throughout FY22, which should be met by Microsoft's durable growth portfolio of Azure/Security/Teams,\" wrote Jeffries analysts, who have an outperform rating and recently raised their price target to $375 from $345. \"Key items to watch are elevated expectations (Azure high 40s reported), integration with Nuance and increased security investments.\"</p><p><blockquote>Jeffries分析师写道：“整个22财年，竞争将逐渐变得更加严峻，微软Azure/Security/Teams的持久增长投资组合应该可以满足这一需求。”他们给予跑赢大盘评级，最近将目标价从345美元上调至375美元。“值得关注的关键项目是期望提高（据报道Azure High 40）、与Nuance的集成以及安全投资的增加。”</blockquote></p><p> Microsoft has benefitted from the pandemic, as companies have relied on cloud-computing power and software to keep teams connected while working remotely. But Microsoft bull and Wedbush analyst Daniel Ives does not see a return to the office as a sign that the boom will end.</p><p><blockquote>微软从疫情中受益，因为公司依靠云计算能力和软件在远程工作时保持团队联系。但微软牛市和Wedbush分析师Daniel Ives并不认为重返办公室是繁荣将结束的迹象。</blockquote></p><p> \"We believe the Street's view of moderating cloud growth on the other side of this WFH cycle is contrary to the deal activity Microsoft is seeing in the field,\" Ives, with an outperform rating and $375 price target, wrote in a preview of the report. \"While we have seen the momentum of this backdrop in the last few years, we believe deal flow looks incrementally strong (Office 365/Azure combo deals in particular) heading into FY22 as we estimate that Microsoft is still only 35% through penetrating its unparalleled installed base on the cloud transition.\"</p><p><blockquote>Ives在报告预览中写道：“我们认为，华尔街对在家办公周期另一端云增长放缓的看法与微软在该领域看到的交易活动相反。”Ives给予跑赢大盘评级，目标价为375美元。“虽然我们在过去几年中看到了这种背景的势头，但我们相信，进入2022财年，交易流看起来将逐渐强劲（尤其是Office 365/Azure组合交易），因为我们估计微软在渗透其无与伦比的基础上仍仅占35%云过渡的安装基础。”</blockquote></p><p> Stifel analysts, with a buy rating and $325 price target, concurred.</p><p><blockquote>Stifel分析师对此表示赞同，给予买入评级和325美元的目标价。</blockquote></p><p> \"We continue to believe that the pandemic is forcing organizations to accelerate the pace of their cloud migrations and that Microsoft remains a key beneficiary of this modernization spend, especially around large new deal momentum, as its broad stack enables it to capture Tier 1 workloads previously out of reach,\" they wrote.</p><p><blockquote>“我们仍然认为，疫情正在迫使组织加快云迁移的步伐，微软仍然是这种现代化支出的主要受益者，特别是在巨大的新政势头下，因为其广泛的堆栈使其能够捕获以前无法实现的一级工作负载，”他们写道。</blockquote></p><p> The average price target on Microsoft stock as of Friday afternoon was $335.47, roughly 8.5% higher than the going rate.</p><p><blockquote>截至周五下午，微软股票的平均目标价为335.47美元，比现行汇率高出约8.5%。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.marketwatch.com/story/the-pc-slowdown-shouldnt-hurt-microsoft-earnings-and-heres-why-11635003215?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":{"MSFT":"微软"},"source_url":"https://www.marketwatch.com/story/the-pc-slowdown-shouldnt-hurt-microsoft-earnings-and-heres-why-11635003215?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2177489964","content_text":"Growth from Azure and other cloud products should mask over any disappointment from supply-chain issues affecting PC sales\nMicrosoft Corp. is scheduled to release fiscal first-quarter earnings after the bell on Tuesday.\nThe slowdown in personal computer sales due to supply-chain issues in recent months would have hurt Microsoft Corp. in past years, but the company's pivot to cloud computing and cloud software should insulate it from any earnings fallout.\nMicrosoft is scheduled to report its fiscal first-quarter earnings on Tuesday afternoon, as it rolls out its new Windows 11 operating system and PC makers struggle to deliver new machines. While the Microsoft of Bill Gates and Steve Ballmer would have faced a lot of Wall Street pessimism if PC shipments were mangled and a new operating system was not quickly adopted, Satya Nadella's Microsoft should be just fine.\nThat is because analysts and investors are mostly focused on Azure, Microsoft's cloud-computing answer to Amazon.com Inc.'s Amazon Web Services, as well as cloud-software offerings, decreasing the importance of Microsoft's PC business.\n\"Sustained digital transformation momentum should offset the impact from mixed PC unit shipment estimates from IDC and Gartner,\" Morgan Stanley analysts wrote in a preview of the report, later adding, \"While our negative growth outlook for Windows OEM pressures our longer term earnings expectation for Microsoft, we also note Windows OEM overall represents a decreasing mix of overall Microsoft revenue and gross profit.\"\nAzure has made sure that Windows' importance to Microsoft has decreased. The fast-growing cloud business is at the top of every analyst note about Microsoft, and analysts expect revenue to grow in the mid-40% range. (Microsoft does not disclose Azure performance except for percentage gain, despite AWS and Google (GOOGL) Cloud providing full revenue and operating profits for their competitive services).\n\"Fundamentally, ramping contribution from previously signed long-term Azure deals, continued Cloud migrations post-COVID, Microsoft's intensifying focus on Cloud verticalization and strong Microsoft 365 seat growth can sustain durable longer-term Azure growth,\" the Morgan Stanley analysts wrote.\nThere are factors that could add to Microsoft's growth as well, especially in the forecast. The $19.7 billion acquisition of health-care-focused company Nuance is expected to close before the end of the calendar year, and Microsoft recently disclosed that its cloud-based revenue would dump into the same revenue bucket as Azure.\nWhile Microsoft did not disclose exactly how much that would mean, UBS analysts said in September that prior Nuance disclosures and a call they had with the company's investor relations team led them to estimate that about 46% of Nuance's revenue would be cloud-based. They estimated that would mean roughly $91 million in additional sales for Microsoft's cloud division in the fiscal second quarter, if the full quarter were to be included.\nAnother bump could be coming in the future from increased prices for Microsoft's most popular cloud software offering, Office 365. Microsoft is increasing prices more than 10% across the board for the product, which the company described as \"the first substantive pricing update since we launched Office 365 a decade ago,\" which also gives analysts confidence that Microsoft can withstand any supply-chain pressures on the PC market.\nWhat to expect\nEarnings: Analysts on average expect Microsoft to report earnings of $2.08 a share, up from $1.82 a share a year ago. Contributors to Estimize -- a crowdsourcing platform that gathers estimates from Wall Street analysts as well as buy-side analysts, fund managers, company executives, academics and others -- predict earnings of $2.22 a share.\nRevenue: Analysts on average were modeling sales of $43.93 billion, which would be an improvement from $37.15 billion a year ago, after Microsoft forecast revenue of $43.3 billion to $44.2 billion. Estimize contributors expect $44.88 billion in sales.\nAnalyst expect $16.52 billion in sales from the \"Intelligent Cloud\" segment, after Microsoft guided for $16.4 billion to $16.65 billion; $14.67 billion in sales from the cloud-software-focused \"Productivity and Business Solutions\" segment, after a forecast of $14.5 billion to $14.75 billion; and $12.72 billion from \"More Personal Computing,\" after guidance for sales of $12.4 billion to $12.8 billion.\nStock movement: Microsoft shares have declined in the session following earnings releases in four of the past five quarters, though the last decline was only by 0.1%. The stock has increased 8.1% in the past three months and 45.2% in the past year, as the S&P 500 index has grown by 4.1% and 31.6% in those periods, respectively.\nWhat analysts are saying\nAnalysts are in pretty universal agreement about Microsoft's current position. According to FactSet tracking, 33 out of 36 analysts rate the stock the equivalent of a buy, while the other three rate it as a hold.\n\"Currently trading at 27x our CY23 GAAP EPS estimates, Microsoft represents a rare combination of strong secular positioning and reasonable valuation within the software space,\" wrote the Morgan Stanley analysts, who rate the shares overweight with a price target of $331.\nThe once concern seems to be the durability of the current growth trajectory, which is why the Nuance acquisition and increased pricing of Office 365 is seen as key to the stock continuing to rise.\n\"Comps get progressively tougher throughout FY22, which should be met by Microsoft's durable growth portfolio of Azure/Security/Teams,\" wrote Jeffries analysts, who have an outperform rating and recently raised their price target to $375 from $345. \"Key items to watch are elevated expectations (Azure high 40s reported), integration with Nuance and increased security investments.\"\nMicrosoft has benefitted from the pandemic, as companies have relied on cloud-computing power and software to keep teams connected while working remotely. But Microsoft bull and Wedbush analyst Daniel Ives does not see a return to the office as a sign that the boom will end.\n\"We believe the Street's view of moderating cloud growth on the other side of this WFH cycle is contrary to the deal activity Microsoft is seeing in the field,\" Ives, with an outperform rating and $375 price target, wrote in a preview of the report. \"While we have seen the momentum of this backdrop in the last few years, we believe deal flow looks incrementally strong (Office 365/Azure combo deals in particular) heading into FY22 as we estimate that Microsoft is still only 35% through penetrating its unparalleled installed base on the cloud transition.\"\nStifel analysts, with a buy rating and $325 price target, concurred.\n\"We continue to believe that the pandemic is forcing organizations to accelerate the pace of their cloud migrations and that Microsoft remains a key beneficiary of this modernization spend, especially around large new deal momentum, as its broad stack enables it to capture Tier 1 workloads previously out of reach,\" they wrote.\nThe average price target on Microsoft stock as of Friday afternoon was $335.47, roughly 8.5% higher than the going rate.","news_type":1,"symbols_score_info":{"MSFT":0.9}},"isVote":1,"tweetType":1,"viewCount":3557,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":850541390,"gmtCreate":1634611025835,"gmtModify":1634611229848,"author":{"id":"3578561972068295","authorId":"3578561972068295","name":"Eskay_Tew","avatar":"https://static.tigerbbs.com/c955d556458f3e647eb3cbf75c2f8f54","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578561972068295","idStr":"3578561972068295"},"themes":[],"htmlText":"Market reopening.. Border reopening.. Are you ready&nbsp;","listText":"Market reopening.. Border reopening.. Are you ready&nbsp;","text":"Market reopening.. Border reopening.. Are you ready","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/850541390","repostId":"2176120817","repostType":4,"isVote":1,"tweetType":1,"viewCount":3724,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":850994568,"gmtCreate":1634543969237,"gmtModify":1634543970003,"author":{"id":"3578561972068295","authorId":"3578561972068295","name":"Eskay_Tew","avatar":"https://static.tigerbbs.com/c955d556458f3e647eb3cbf75c2f8f54","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578561972068295","idStr":"3578561972068295"},"themes":[],"htmlText":"Wow.. Good to hear","listText":"Wow.. Good to hear","text":"Wow.. Good to hear","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/850994568","repostId":"2175112192","repostType":2,"isVote":1,"tweetType":1,"viewCount":737,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":827178761,"gmtCreate":1634437476379,"gmtModify":1634437477116,"author":{"id":"3578561972068295","authorId":"3578561972068295","name":"Eskay_Tew","avatar":"https://static.tigerbbs.com/c955d556458f3e647eb3cbf75c2f8f54","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578561972068295","idStr":"3578561972068295"},"themes":[],"htmlText":"Spring cleaning done for better growth","listText":"Spring cleaning done for better growth","text":"Spring cleaning done for better growth","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/827178761","repostId":"1158715786","repostType":2,"repost":{"id":"1158715786","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":1633964041,"share":"https://www.laohu8.com/m/news/1158715786?lang=zh_CN&edition=full","pubTime":"2021-10-11 22:54","market":"us","language":"en","title":"Chinese education stocks rose in  morning trading<blockquote>中国教育股早盘上涨</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1158715786","media":"Tiger Newspress","summary":"Chinese education stocks rose in morning trading.Gaotu Techdu,TAL Education and New Oriental Educati","content":"<p>Chinese education stocks rose in morning trading.Gaotu&nbsp;Techdu,TAL Education&nbsp;and&nbsp;New Oriental Education &amp; Technology&nbsp;climbed between 4% and 10%.</p><p><blockquote>中国教育股早盘上涨。高途科技、好未来教育和新东方教育科技涨幅在4%至10%之间。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/08dc282b12ceea2b54246496c92b0a8f\" tg-width=\"403\" tg-height=\"176\" width=\"100%\" height=\"auto\"></p><p><blockquote></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>Chinese education stocks rose in  morning trading<blockquote>中国教育股早盘上涨</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\">\nChinese education stocks rose in  morning trading<blockquote>中国教育股早盘上涨</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\">2021-10-11 22:54</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Chinese education stocks rose in morning trading.Gaotu&nbsp;Techdu,TAL Education&nbsp;and&nbsp;New Oriental Education &amp; Technology&nbsp;climbed between 4% and 10%.</p><p><blockquote>中国教育股早盘上涨。高途科技、好未来教育和新东方教育科技涨幅在4%至10%之间。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/08dc282b12ceea2b54246496c92b0a8f\" tg-width=\"403\" tg-height=\"176\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TAL":"好未来","GOTU":"高途","EDU":"新东方"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1158715786","content_text":"Chinese education stocks rose in morning trading.Gaotu Techdu,TAL Education and New Oriental Education & Technology climbed between 4% and 10%.","news_type":1,"symbols_score_info":{"GOTU":0.9,"TAL":0.9,"EDU":0.9}},"isVote":1,"tweetType":1,"viewCount":897,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":824324079,"gmtCreate":1634282527729,"gmtModify":1634282527950,"author":{"id":"3578561972068295","authorId":"3578561972068295","name":"Eskay_Tew","avatar":"https://static.tigerbbs.com/c955d556458f3e647eb3cbf75c2f8f54","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578561972068295","idStr":"3578561972068295"},"themes":[],"htmlText":"What mean by pay boost","listText":"What mean by pay boost","text":"What mean by pay boost","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/824324079","repostId":"1155170610","repostType":2,"repost":{"id":"1155170610","kind":"news","pubTimestamp":1634266674,"share":"https://www.laohu8.com/m/news/1155170610?lang=zh_CN&edition=full","pubTime":"2021-10-15 10:57","market":"us","language":"en","title":"Microsoft discloses pay boosts for CEO Satya Nadella, other top execs<blockquote>微软披露首席执行官Satya Nadella和其他高管加薪</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1155170610","media":"THE BUSINESS JOURNALS","summary":"Microsoft Corp. (Nasdaq: MSFT) released a proxy statement ahead of its Nov. 30 annual shareholders m","content":"<p>Microsoft Corp. (Nasdaq: MSFT) released a proxy statement ahead of its Nov. 30 annual shareholders meeting disclosing a 12.6% compensation increase for CEO&nbsp;Satya Nadellaand a board of directors nomination.</p><p><blockquote>微软公司（纳斯达克股票代码：MSFT）在11月30日年度股东大会之前发布了一份委托书，披露首席执行官Satya Nadella的薪酬将增加12.6%，并获得董事会提名。</blockquote></p><p> Nadella's base salary of $2.5 million for 2020 didn't go up this year, according to the&nbsp;statement filed Thursday&nbsp;with the Securities and Exchange Commission. But Microsoft, which last year shifted to base more of its CEO's pay on company performance, rewarded Nadella for its recent successes.</p><p><blockquote>根据周四提交给美国证券交易委员会的声明，纳德拉2020年250万美元的基本工资今年没有上涨。但微软去年将首席执行官的薪酬更多地基于公司业绩，并对纳德拉最近的成功给予了奖励。</blockquote></p><p> His total compensation for fiscal 2021 was $49.9 million, up from $44.3 million in 2020. The increase came in the form of stock awards worth $33 million, up from $30.7 million, and cash incentive awards worth $14.2 million, up from almost $11 million.</p><p><blockquote>他2021财年的总薪酬为4990万美元，高于2020年的4430万美元。增长的形式是价值3300万美元的股票奖励（高于3070万美元）和价值1420万美元的现金激励奖励（高于近1100万美元）。</blockquote></p><p> Chief Financial OfficerAmy Hoodand PresidentBrad Smith&nbsp;also received compensation bumps, including salary raises. Hood's base salary went from $975,000 to $1 million, while Smith's increased from $860,000 to $960,000.</p><p><blockquote>首席财务官艾米·胡德和总裁布拉德·史密斯的薪酬也有所提高，包括加薪。胡德的基本工资从97.5万美元涨到100万美元，而史密斯的基本工资从86万美元涨到96万美元。</blockquote></p><p> Nadella was voted as chairman of the board this year.</p><p><blockquote>纳德拉今年被选为董事会主席。</blockquote></p><p> The board, like it did last year, praised Nadella for his and his senior leadership's success through the challenges of the Covid-19 pandemic.</p><p><blockquote>与去年一样，董事会赞扬纳德拉和他的高级领导层成功应对了Covid-19大流行的挑战。</blockquote></p><p> \"Our continued success in fiscal year 2021 required intense focus on accelerating our customers’ digital transformations, maintaining stable business operations, agility to adapt to rapidly changing circumstances, and excellence in our strategic vision,\" the filing said before crediting Nadella.</p><p><blockquote>文件称：“我们在2021财年的持续成功需要高度关注加速客户的数字化转型、保持稳定的业务运营、适应快速变化环境的敏捷性以及卓越的战略愿景。”</blockquote></p><p> Microsoft also announced the nomination of Carlos Rodriguez, CEO of Automatic Data Processing (ADP), to its board of directors. If elected, Rodriguez would become the board's 12th member.</p><p><blockquote>微软还宣布提名自动数据处理（ADP）首席执行官Carlos Rodriguez进入董事会。如果当选，罗德里格斯将成为董事会的第12名成员。</blockquote></p><p> \"I'm pleased to have Carlos join our board,\" Nadella said in a news release announcing the nomination. \"As CEO of ADP, he brings unique industry and technology expertise, as well as deep understanding of changing work norms, which will make him a valuable addition to the board.\"</p><p><blockquote>纳德拉在宣布提名的新闻稿中表示：“我很高兴卡洛斯加入我们的董事会。”“作为ADP的首席执行官，他带来了独特的行业和技术专业知识，以及对不断变化的工作规范的深刻理解，这将使他成为董事会的宝贵补充。”</blockquote></p><p></p>","source":"lsy1633760424806","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>Microsoft discloses pay boosts for CEO Satya Nadella, other top execs<blockquote>微软披露首席执行官Satya Nadella和其他高管加薪</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\">\nMicrosoft discloses pay boosts for CEO Satya Nadella, other top execs<blockquote>微软披露首席执行官Satya Nadella和其他高管加薪</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">THE BUSINESS JOURNALS</strong><span class=\"h-time small\">2021-10-15 10:57</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Microsoft Corp. (Nasdaq: MSFT) released a proxy statement ahead of its Nov. 30 annual shareholders meeting disclosing a 12.6% compensation increase for CEO&nbsp;Satya Nadellaand a board of directors nomination.</p><p><blockquote>微软公司（纳斯达克股票代码：MSFT）在11月30日年度股东大会之前发布了一份委托书，披露首席执行官Satya Nadella的薪酬将增加12.6%，并获得董事会提名。</blockquote></p><p> Nadella's base salary of $2.5 million for 2020 didn't go up this year, according to the&nbsp;statement filed Thursday&nbsp;with the Securities and Exchange Commission. But Microsoft, which last year shifted to base more of its CEO's pay on company performance, rewarded Nadella for its recent successes.</p><p><blockquote>根据周四提交给美国证券交易委员会的声明，纳德拉2020年250万美元的基本工资今年没有上涨。但微软去年将首席执行官的薪酬更多地基于公司业绩，并对纳德拉最近的成功给予了奖励。</blockquote></p><p> His total compensation for fiscal 2021 was $49.9 million, up from $44.3 million in 2020. The increase came in the form of stock awards worth $33 million, up from $30.7 million, and cash incentive awards worth $14.2 million, up from almost $11 million.</p><p><blockquote>他2021财年的总薪酬为4990万美元，高于2020年的4430万美元。增长的形式是价值3300万美元的股票奖励（高于3070万美元）和价值1420万美元的现金激励奖励（高于近1100万美元）。</blockquote></p><p> Chief Financial OfficerAmy Hoodand PresidentBrad Smith&nbsp;also received compensation bumps, including salary raises. Hood's base salary went from $975,000 to $1 million, while Smith's increased from $860,000 to $960,000.</p><p><blockquote>首席财务官艾米·胡德和总裁布拉德·史密斯的薪酬也有所提高，包括加薪。胡德的基本工资从97.5万美元涨到100万美元，而史密斯的基本工资从86万美元涨到96万美元。</blockquote></p><p> Nadella was voted as chairman of the board this year.</p><p><blockquote>纳德拉今年被选为董事会主席。</blockquote></p><p> The board, like it did last year, praised Nadella for his and his senior leadership's success through the challenges of the Covid-19 pandemic.</p><p><blockquote>与去年一样，董事会赞扬纳德拉和他的高级领导层成功应对了Covid-19大流行的挑战。</blockquote></p><p> \"Our continued success in fiscal year 2021 required intense focus on accelerating our customers’ digital transformations, maintaining stable business operations, agility to adapt to rapidly changing circumstances, and excellence in our strategic vision,\" the filing said before crediting Nadella.</p><p><blockquote>文件称：“我们在2021财年的持续成功需要高度关注加速客户的数字化转型、保持稳定的业务运营、适应快速变化环境的敏捷性以及卓越的战略愿景。”</blockquote></p><p> Microsoft also announced the nomination of Carlos Rodriguez, CEO of Automatic Data Processing (ADP), to its board of directors. If elected, Rodriguez would become the board's 12th member.</p><p><blockquote>微软还宣布提名自动数据处理（ADP）首席执行官Carlos Rodriguez进入董事会。如果当选，罗德里格斯将成为董事会的第12名成员。</blockquote></p><p> \"I'm pleased to have Carlos join our board,\" Nadella said in a news release announcing the nomination. \"As CEO of ADP, he brings unique industry and technology expertise, as well as deep understanding of changing work norms, which will make him a valuable addition to the board.\"</p><p><blockquote>纳德拉在宣布提名的新闻稿中表示：“我很高兴卡洛斯加入我们的董事会。”“作为ADP的首席执行官，他带来了独特的行业和技术专业知识，以及对不断变化的工作规范的深刻理解，这将使他成为董事会的宝贵补充。”</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.bizjournals.com/seattle/news/2021/10/14/microsoft-ceo-satya-nadella-pay-increase.html?ana=yahoo\">THE BUSINESS JOURNALS</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":{"MSFT":"微软"},"source_url":"https://www.bizjournals.com/seattle/news/2021/10/14/microsoft-ceo-satya-nadella-pay-increase.html?ana=yahoo","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1155170610","content_text":"Microsoft Corp. (Nasdaq: MSFT) released a proxy statement ahead of its Nov. 30 annual shareholders meeting disclosing a 12.6% compensation increase for CEO Satya Nadellaand a board of directors nomination.\nNadella's base salary of $2.5 million for 2020 didn't go up this year, according to the statement filed Thursday with the Securities and Exchange Commission. But Microsoft, which last year shifted to base more of its CEO's pay on company performance, rewarded Nadella for its recent successes.\nHis total compensation for fiscal 2021 was $49.9 million, up from $44.3 million in 2020. The increase came in the form of stock awards worth $33 million, up from $30.7 million, and cash incentive awards worth $14.2 million, up from almost $11 million.\nChief Financial OfficerAmy Hoodand PresidentBrad Smith also received compensation bumps, including salary raises. Hood's base salary went from $975,000 to $1 million, while Smith's increased from $860,000 to $960,000.\nNadella was voted as chairman of the board this year.\nThe board, like it did last year, praised Nadella for his and his senior leadership's success through the challenges of the Covid-19 pandemic.\n\"Our continued success in fiscal year 2021 required intense focus on accelerating our customers’ digital transformations, maintaining stable business operations, agility to adapt to rapidly changing circumstances, and excellence in our strategic vision,\" the filing said before crediting Nadella.\nMicrosoft also announced the nomination of Carlos Rodriguez, CEO of Automatic Data Processing (ADP), to its board of directors. If elected, Rodriguez would become the board's 12th member.\n\"I'm pleased to have Carlos join our board,\" Nadella said in a news release announcing the nomination. \"As CEO of ADP, he brings unique industry and technology expertise, as well as deep understanding of changing work norms, which will make him a valuable addition to the board.\"","news_type":1,"symbols_score_info":{"MSFT":0.9}},"isVote":1,"tweetType":1,"viewCount":789,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":824325658,"gmtCreate":1634282462896,"gmtModify":1634282463087,"author":{"id":"3578561972068295","authorId":"3578561972068295","name":"Eskay_Tew","avatar":"https://static.tigerbbs.com/c955d556458f3e647eb3cbf75c2f8f54","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578561972068295","idStr":"3578561972068295"},"themes":[],"htmlText":"True true","listText":"True true","text":"True true","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/824325658","repostId":"1191329726","repostType":4,"isVote":1,"tweetType":1,"viewCount":1264,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":824325980,"gmtCreate":1634282432113,"gmtModify":1634282432347,"author":{"id":"3578561972068295","authorId":"3578561972068295","name":"Eskay_Tew","avatar":"https://static.tigerbbs.com/c955d556458f3e647eb3cbf75c2f8f54","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578561972068295","idStr":"3578561972068295"},"themes":[],"htmlText":"I have one in my portfolio&nbsp;","listText":"I have one in my portfolio&nbsp;","text":"I have one in my portfolio","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/824325980","repostId":"1180781457","repostType":2,"repost":{"id":"1180781457","kind":"news","pubTimestamp":1634277114,"share":"https://www.laohu8.com/m/news/1180781457?lang=zh_CN&edition=full","pubTime":"2021-10-15 13:51","market":"us","language":"en","title":"9 of the Best Stocks for a Starter Portfolio<blockquote>入门投资组合的9只最佳股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1180781457","media":"US News","summary":"Consider buying these nine companies for a solid start.When you're first getting into the stock market, there are many factors to weigh. For example, should you buy individual stocks or funds that hold many companies?While exchange-traded funds and mutual funds should probably form at least part of your portfolio, they may not quite provide the same excitement as finding a company you believe in and putting skin in the game. But buying individual stocks means taking on more risk than with divers","content":"<p><b>Consider buying these nine companies for a solid start.</b></p><p><blockquote><b>考虑购买这九家公司以获得良好的开端。</b></blockquote></p><p> When you're first getting into the stock market, there are many factors to weigh. For example, should you buy individual stocks or funds that hold many companies? While&nbsp;exchange-traded funds&nbsp;and mutual funds should probably form at least part of your portfolio, they may not quite provide the same excitement as finding a company you believe in and putting skin in the game. But buying individual stocks means taking on more risk than with diversified funds. If you're wondering what the best stocks for beginners are, take a look at larger companies with long track records, solid fundamentals and strong balance sheets. You should pay attention to valuation metrics, such as a company's price-earnings ratio, but sometimes stocks are expensive for a reason. Here are nine stocks to consider for a starter portfolio.</p><p><blockquote>当你第一次进入股票市场时，有许多因素需要权衡。比如，是买个股还是买持有多家公司的基金？虽然交易所交易基金和共同基金可能至少应该构成您投资组合的一部分，但它们可能无法像找到一家您信任的公司并参与其中那样令人兴奋。但购买个股意味着比多元化基金承担更多风险。如果您想知道最适合初学者的股票是什么，请看看拥有长期业绩记录、坚实基本面和强劲资产负债表的大型公司。您应该关注估值指标，例如公司的市盈率，但有时股票昂贵是有原因的。以下是入门投资组合可考虑的九只股票。</blockquote></p><p> <b>Lowe's Companies Inc. (LOW)</b></p><p><blockquote><b>劳氏公司(LOW)</b></blockquote></p><p> Housing market fundamentals have been a shorter-term tailwind for Lowe's, but Dan Eye, chief investment officer at Fort Pitt Capital Group, says there's more to the story that makes the company a good longer-term play. The company is executing a turnaround strategy to become a better retailer. \"Their strategy is working, and Lowe's is showing success in improving operations, increasing profitability, upgrading their online infrastructure and utilizing their labor force more efficiently,\" Eye says. The company is narrowing its operational performance gaps with rival <a href=\"https://laohu8.com/S/HD\">Home Depot</a> Inc. (HD) and offers a relative valuation discount that is an attractive entry point for Lowe's, he says. Additionally, the many aging homes in the U.S. will likely need more upgrades and repairs, he says.</p><p><blockquote>房地产市场基本面一直是劳氏的短期推动力，但皮特堡资本集团首席投资官丹·埃耶表示，还有更多因素使该公司成为长期良好的公司。该公司正在执行扭亏为盈战略，以成为更好的零售商。“他们的战略正在发挥作用，劳氏在改善运营、提高盈利能力、升级在线基础设施和更有效地利用劳动力方面取得了成功，”Eye说。该公司正在缩小与竞争对手的运营绩效差距<a href=\"https://laohu8.com/S/HD\">家得宝</a>他表示，Inc.(HD)并提供相对估值折扣，这对劳氏来说是一个有吸引力的切入点。此外，他说，美国许多老化的房屋可能需要更多的升级和维修。</blockquote></p><p> <b><a href=\"https://laohu8.com/S/LNC\">Lincoln National</a> Corp. (LNC)</b></p><p><blockquote><b><a href=\"https://laohu8.com/S/LNC\">林肯国民</a>公司（LNC）</b></blockquote></p><p> In the insurance space, there are few companies as venerable as <a href=\"https://laohu8.com/S/BRK.A\">Berkshire Hathaway</a> Inc. (BRK.B,BRK.A). But it also owns a multitude of other businesses, and Chuck Lieberman, chief investment officer at Advisors Capital Management, says its conglomerate nature may be holding its share price back more than if it were broken into parts. Also, Warren Buffett's eventual departure is a risk, he says. \"Personally, I'd rather own <a href=\"https://laohu8.com/S/LECO\">Lincoln</a> Financial, another household name in life insurance and annuities, which is much cheaper, very nicely profitable, has a good dividend, and which still buys back lots of shares,\" he says. The holding company provides financial advice and retirement plan services in addition to annuities and life insurance.</p><p><blockquote>在保险领域，很少有公司像<a href=\"https://laohu8.com/S/BRK.A\">伯克希尔哈撒韦</a>公司（BRK.B、BRK.A）。但它还拥有大量其他业务，Advisors Capital Management首席投资官查克·利伯曼(Chuck Lieberman)表示，其企业集团性质可能比拆分为几个部分更能抑制其股价。此外，他表示，沃伦·巴菲特最终离开也是一个风险。“就我个人而言，我宁愿拥有<a href=\"https://laohu8.com/S/LECO\">林肯</a>Financial是人寿保险和年金领域另一个家喻户晓的名字，它便宜得多，利润非常好，股息丰厚，而且仍然回购大量股票，”他说。除了年金和人寿保险之外，控股公司还提供财务建议和退休计划服务。</blockquote></p><p> <b>Johnson &amp; Johnson (JNJ)</b></p><p><blockquote><b>强生公司(JNJ)</b></blockquote></p><p> For relatively safe beginner stock picks, Robert Johnson, finance professor at Creighton University, recommends picking ones that have increased their dividends for many consecutive years. \"Some refer to these as 'ruler stocks' because if you laid down a ruler on a graph of dividends over time, the ruler would point to the northeast and most of the points would be very close to the ruler,\" he says. One company with a strong dividend track record is Johnson &amp; Johnson. As a company that produces consumer staples, it's considered a defensive play because it tends to do better than other types of investments during an economic downturn. Of course, that also means it can lag other stocks when the economy is doing better. But for a stable source of income year in and year out, you could do a lot worse.</p><p><blockquote>对于相对安全的初学者股票选择，克赖顿大学金融学教授罗伯特·约翰逊建议选择连续多年增加股息的股票。“有些人将这些称为‘尺子股票’，因为如果你在一段时间内的股息图表上放置一把尺子，尺子将指向东北，并且大多数点将非常靠近尺子，”他说。强生公司是一家拥有良好股息记录的公司。作为一家生产必需消费品的公司，它被认为是防御性投资，因为在经济低迷时期，它往往比其他类型的投资表现更好。当然，这也意味着当经济表现较好时，它可能会落后于其他股票。但为了年复一年稳定的收入来源，你可能会做得更糟。</blockquote></p><p> <b><a href=\"https://laohu8.com/S/ARE\">Alexandria Real Estate Equities</a> (ARE)</b></p><p><blockquote><b><a href=\"https://laohu8.com/S/ARE\">亚历山大房地产股票</a>（是）</b></blockquote></p><p> Depending on their age, beginner investors may have more risk tolerance than those closer to retirement. That doesn't mean you should put all your money in&nbsp;cryptocurrencies, but it does mean that not every single company in your portfolio necessarily has to be a household name. Peter Zabierek, CEO of Sugi Capital Management, recommends looking for stocks with less correlation than some of the megacap equities that are in the same indexes and exposed to the same risks. Alexandria Real Estate Equities falls into that category, he says. Additionally, this real estate investment trust that provides lab space for rent to biotech companies has strong long-term demand drivers, he says. \"Pandemic or no, funding has soared to the biotech arena,\" he says. \"While you might have trouble offering the unicorns Series A funding, you can invest in their landlord. Great management team, solid balance sheet and a 2.3% dividend yield. I love it.\"</p><p><blockquote>根据年龄的不同，新手投资者可能比接近退休的投资者有更高的风险承受能力。这并不意味着你应该把所有的钱都投入加密货币，但这确实意味着你投资组合中的每家公司都不一定是家喻户晓的名字。Sugi Capital Management首席执行官彼得·扎比雷克(Peter Zabierek)建议寻找相关性低于一些处于相同指数且面临相同风险的大型股票的股票。他说，亚历山大房地产股票就属于这一类。此外，他表示，这家向生物技术公司提供实验室空间出租的房地产投资信托基金具有强大的长期需求驱动力。“无论是否发生大流行，生物技术领域的资金都在飙升，”他说。“虽然你可能很难为独角兽提供A轮融资，但你可以投资他们的房东。优秀的管理团队、稳健的资产负债表和2.3%的股息收益率。我喜欢它。”</blockquote></p><p> <b><a href=\"https://laohu8.com/S/JPM\">JPMorgan Chase</a> &amp; Co. (JPM)</b></p><p><blockquote><b><a href=\"https://laohu8.com/S/JPM\">摩根大通</a>&amp;Co.(JPM)</b></blockquote></p><p></p><p> As the economy improves, the Federal Reserve is likely to start tapering its bond purchases, which will push interest rates higher even before the central bank actually raises its key policy rate. Long-term interest rates tend to rise faster than short-term ones. That means banks will be able to earn more interest on long-term loans than they have to pay out in short-term rates on savings accounts and certificates of deposit. Within this positive outlook, three experts pointed to JPMorgan <a href=\"https://laohu8.com/S/CCF\">Chase</a> as a solid long-term holding. Vinny Yu, co-founder of Javlin Invest, says the bank offers higher returns and lower volatility than competitor <a href=\"https://laohu8.com/S/WFC\">Wells Fargo</a> &amp; Co. (WFC).</p><p><blockquote>随着经济好转，美联储可能会开始缩减购债规模，这甚至会在央行实际提高关键政策利率之前推高利率。长期利率往往比短期利率上升得更快。这意味着银行将能够从长期贷款中赚取更多的利息，而不是以储蓄账户和存款证的短期利率支付。在这种积极的前景中，三位专家指出摩根大通<a href=\"https://laohu8.com/S/CCF\">追逐</a>作为坚实的长期持有。Javlin Invest联合创始人Vinny Yu表示，该银行比竞争对手提供更高的回报和更低的波动性<a href=\"https://laohu8.com/S/WFC\">富国银行</a>公司（WFC）。</blockquote></p><p> <b><a href=\"https://laohu8.com/S/UNH\">UnitedHealth</a> Group Inc. (UNH)</b></p><p><blockquote><b><a href=\"https://laohu8.com/S/UNH\">联合健康</a>集团公司(UNH)</b></blockquote></p><p> With&nbsp;health carespending making up around 18% of U.S. gross domestic product, it might be wise to have some exposure to the industry in a starter portfolio. Loreen Gilbert, CEO of WealthWise Financial Services, points to UnitedHealth Group, <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the biggest health care companies in the world. The company, which provides health services as well as coverage and benefits services, has experienced headwinds during the pandemic, including testing and treatment costs, people deferring non-COVID care, and the general economic downturn. But despite lingering negative effects, in the second quarter, it raised its full-year net earnings outlook. In the same quarter, the company increased its revenues by 14.8% from the prior-year quarter, although its earnings slipped.</p><p><blockquote>由于医疗保健支出约占美国国内生产总值的18%，因此在初始投资组合中对该行业进行一些投资可能是明智的。WealthWise Financial Services首席执行官Loreen Gilbert指出联合健康集团，<a href=\"https://laohu8.com/S/AONE.U\">一</a>世界上最大的医疗保健公司之一。该公司提供医疗服务以及保险和福利服务，在大流行期间遇到了阻力，包括检测和治疗费用、人们推迟非新冠护理以及总体经济低迷。但尽管负面影响挥之不去，但在第二季度，该公司上调了全年净利润预期。同一季度，尽管盈利下滑，但该公司收入较去年同期增长14.8%。</blockquote></p><p> <b><a href=\"https://laohu8.com/S/GOOG\">Alphabet</a> Inc. (GOOG,GOOGL)</b></p><p><blockquote><b><a href=\"https://laohu8.com/S/GOOG\">Alphabet</a>Inc.（GOOG，GOOGL）</b></blockquote></p><p> Megacap technology-related companies were investing stalwarts even before the pandemic, making up a big chunk of the S&amp;P 500. During the pandemic, they became a place for investors looking for relatively safe names. It may sound odd to list tech-related businesses as relatively safe assets, but these companies, with their huge market capitalizations and strong financial performance, are far from being risky startups. <a href=\"https://laohu8.com/S/ISBC\">Investors</a> looking for growth packaged in a large company with a strong balance sheet can turn to Google's parent company, <a href=\"https://laohu8.com/S/GOOGL\">Alphabet</a>. Although there are regulatory risks hanging over the company as well as other huge&nbsp;tech stocks, <a href=\"https://laohu8.com/S/MORN\">Morningstar</a> said in a recent post that decisions on antitrust cases will take a long time, and even a breakup of Alphabet would benefit shareholders.</p><p><blockquote>大型科技相关公司甚至在疫情爆发之前就已经在投资中坚力量，占据了标普500的很大一部分。在疫情期间，它们成为投资者寻找相对安全名字的地方。将科技相关业务列为相对安全的资产听起来可能很奇怪，但这些公司凭借其巨大的市值和强劲的财务业绩，远不是有风险的初创公司。<a href=\"https://laohu8.com/S/ISBC\">投资者</a>在一家资产负债表强劲的大公司中寻找增长可以求助于谷歌的母公司，<a href=\"https://laohu8.com/S/GOOGL\">Alphabet</a>.尽管该公司以及其他大型科技股都面临监管风险，<a href=\"https://laohu8.com/S/MORN\">晨星</a>在最近的一篇帖子中表示，反垄断案件的决定需要很长时间，即使拆分Alphabet也会让股东受益。</blockquote></p><p> <b><a href=\"https://laohu8.com/S/AAPL\">Apple</a> Inc. (AAPL)</b></p><p><blockquote><b><a href=\"https://laohu8.com/S/AAPL\">苹果</a>公司(AAPL)</b></blockquote></p><p> One tidbit of wisdom that beginner investors may be told is to invest in things they know and use every day. By that measure,Apple&nbsp;would probably rank highly in beginner portfolios, considering how many iPhones are out there. And when people combine their use of the iPhone with other Apple products, such as iPads, Macs and Apple Watches, it makes them that much less likely to switch to a competitor. Apple increased its net sales in its most recent quarter by more than 36% as all of its categories, including iPhone, Mac and wearables, saw gains. \"Our record June quarter operating performance included new revenue records in each of our geographic segments, double-digit growth in each of our product categories, and a new all-time high for our installed base of active devices,\" Chief Financial Officer Luca Maestri said in a statement accompanying the earnings results.</p><p><blockquote>新手投资者可能会被告知的一条智慧是投资于他们每天都知道和使用的东西。按照这一标准，考虑到iPhone的数量，苹果可能会在初学者投资组合中排名很高。当人们将iPhone与其他苹果产品（如iPads、Mac和苹果手表）结合使用时，他们就不太可能转向竞争对手。苹果最近一个季度的净销售额增长了36%以上，包括iPhone、Mac和可穿戴设备在内的所有类别都出现了增长。首席财务官卢卡·马埃斯特里(Luca Maestri)表示：“我们创纪录的六月季度运营业绩包括每个地理区域的新收入记录、每个产品类别的两位数增长以及活跃设备安装基数的历史新高。”在盈利结果随附的一份声明中表示。</blockquote></p><p> <b><a href=\"https://laohu8.com/S/MSFT\">Microsoft</a> Corp. (MSFT)</b></p><p><blockquote><b><a href=\"https://laohu8.com/S/MSFT\">微软</a>公司(MSFT)</b></blockquote></p><p> Computer users tend to fall into two camps: Mac people and PC people. As a leading company serving the latter,Microsoft&nbsp;has gone far beyond its Windows operating system. Its suite of products includes household-name software, such as Excel and PowerPoint, and users devoted to that ecosystem may be less likely to switch. Microsoft is also a strong player in cloud services, which remain a crucial part of modern life, especially as the new normal for work includes more time out of the office. Its Azure cloud services business saw more than 50% year-over-year revenue growth in the company's most recent quarter. Overall, sales increased more than 20%.</p><p><blockquote>电脑用户往往分为两大阵营：Mac族和PC族。作为服务后者的领先公司，微软已经远远超出了其Windows操作系统。其产品套件包括Excel和PowerPoint等家喻户晓的软件，致力于该生态系统的用户可能不太可能转换。微软也是云服务领域的强大参与者，云服务仍然是现代生活的重要组成部分，尤其是在工作新常态包括更多时间不在办公室的情况下。其Azure云服务业务最近一个季度的收入同比增长超过50%。总体而言，销售额增长了20%以上。</blockquote></p><p> <b>Nine of the best stocks to buy for a starter portfolio:</b></p><p><blockquote><b>入门投资组合最值得购买的九只股票：</b></blockquote></p><p> -- Lowe's Companies Inc. (LOW)</p><p><blockquote>——劳氏公司(LOW)</blockquote></p><p> -- Lincoln <a href=\"https://laohu8.com/S/NHLD\">National</a> Corp. (LNC)</p><p><blockquote>——林肯<a href=\"https://laohu8.com/S/NHLD\">国家的</a>公司（LNC）</blockquote></p><p> -- Johnson &amp; Johnson (JNJ)</p><p><blockquote>——强生公司（JNJ）</blockquote></p><p> -- Alexandria Real Estate Equities (ARE)</p><p><blockquote>--亚历山大房地产股票(ARE)</blockquote></p><p> -- JPMorgan Chase &amp; Co. (JPM)</p><p><blockquote>——摩根大通公司（JPM）</blockquote></p><p> -- UnitedHealth Group Inc. (UNH)</p><p><blockquote>——联合健康集团公司（UNH）</blockquote></p><p> -- Alphabet Inc. (GOOG,GOOGL)</p><p><blockquote>——Alphabet公司（GOOG，GOOGL）</blockquote></p><p> -- Apple Inc. (AAPL)</p><p><blockquote>——苹果公司（AAPL）</blockquote></p><p> -- Microsoft Corp. (MSFT)</p><p><blockquote>——微软公司（MSFT）</blockquote></p><p></p>","source":"lsy1627705648360","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>9 of the Best Stocks for a Starter Portfolio<blockquote>入门投资组合的9只最佳股票</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\">\n9 of the Best Stocks for a Starter Portfolio<blockquote>入门投资组合的9只最佳股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">US News</strong><span class=\"h-time small\">2021-10-15 13:51</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b>Consider buying these nine companies for a solid start.</b></p><p><blockquote><b>考虑购买这九家公司以获得良好的开端。</b></blockquote></p><p> When you're first getting into the stock market, there are many factors to weigh. For example, should you buy individual stocks or funds that hold many companies? While&nbsp;exchange-traded funds&nbsp;and mutual funds should probably form at least part of your portfolio, they may not quite provide the same excitement as finding a company you believe in and putting skin in the game. But buying individual stocks means taking on more risk than with diversified funds. If you're wondering what the best stocks for beginners are, take a look at larger companies with long track records, solid fundamentals and strong balance sheets. You should pay attention to valuation metrics, such as a company's price-earnings ratio, but sometimes stocks are expensive for a reason. Here are nine stocks to consider for a starter portfolio.</p><p><blockquote>当你第一次进入股票市场时，有许多因素需要权衡。比如，是买个股还是买持有多家公司的基金？虽然交易所交易基金和共同基金可能至少应该构成您投资组合的一部分，但它们可能无法像找到一家您信任的公司并参与其中那样令人兴奋。但购买个股意味着比多元化基金承担更多风险。如果您想知道最适合初学者的股票是什么，请看看拥有长期业绩记录、坚实基本面和强劲资产负债表的大型公司。您应该关注估值指标，例如公司的市盈率，但有时股票昂贵是有原因的。以下是入门投资组合可考虑的九只股票。</blockquote></p><p> <b>Lowe's Companies Inc. (LOW)</b></p><p><blockquote><b>劳氏公司(LOW)</b></blockquote></p><p> Housing market fundamentals have been a shorter-term tailwind for Lowe's, but Dan Eye, chief investment officer at Fort Pitt Capital Group, says there's more to the story that makes the company a good longer-term play. The company is executing a turnaround strategy to become a better retailer. \"Their strategy is working, and Lowe's is showing success in improving operations, increasing profitability, upgrading their online infrastructure and utilizing their labor force more efficiently,\" Eye says. The company is narrowing its operational performance gaps with rival <a href=\"https://laohu8.com/S/HD\">Home Depot</a> Inc. (HD) and offers a relative valuation discount that is an attractive entry point for Lowe's, he says. Additionally, the many aging homes in the U.S. will likely need more upgrades and repairs, he says.</p><p><blockquote>房地产市场基本面一直是劳氏的短期推动力，但皮特堡资本集团首席投资官丹·埃耶表示，还有更多因素使该公司成为长期良好的公司。该公司正在执行扭亏为盈战略，以成为更好的零售商。“他们的战略正在发挥作用，劳氏在改善运营、提高盈利能力、升级在线基础设施和更有效地利用劳动力方面取得了成功，”Eye说。该公司正在缩小与竞争对手的运营绩效差距<a href=\"https://laohu8.com/S/HD\">家得宝</a>他表示，Inc.(HD)并提供相对估值折扣，这对劳氏来说是一个有吸引力的切入点。此外，他说，美国许多老化的房屋可能需要更多的升级和维修。</blockquote></p><p> <b><a href=\"https://laohu8.com/S/LNC\">Lincoln National</a> Corp. (LNC)</b></p><p><blockquote><b><a href=\"https://laohu8.com/S/LNC\">林肯国民</a>公司（LNC）</b></blockquote></p><p> In the insurance space, there are few companies as venerable as <a href=\"https://laohu8.com/S/BRK.A\">Berkshire Hathaway</a> Inc. (BRK.B,BRK.A). But it also owns a multitude of other businesses, and Chuck Lieberman, chief investment officer at Advisors Capital Management, says its conglomerate nature may be holding its share price back more than if it were broken into parts. Also, Warren Buffett's eventual departure is a risk, he says. \"Personally, I'd rather own <a href=\"https://laohu8.com/S/LECO\">Lincoln</a> Financial, another household name in life insurance and annuities, which is much cheaper, very nicely profitable, has a good dividend, and which still buys back lots of shares,\" he says. The holding company provides financial advice and retirement plan services in addition to annuities and life insurance.</p><p><blockquote>在保险领域，很少有公司像<a href=\"https://laohu8.com/S/BRK.A\">伯克希尔哈撒韦</a>公司（BRK.B、BRK.A）。但它还拥有大量其他业务，Advisors Capital Management首席投资官查克·利伯曼(Chuck Lieberman)表示，其企业集团性质可能比拆分为几个部分更能抑制其股价。此外，他表示，沃伦·巴菲特最终离开也是一个风险。“就我个人而言，我宁愿拥有<a href=\"https://laohu8.com/S/LECO\">林肯</a>Financial是人寿保险和年金领域另一个家喻户晓的名字，它便宜得多，利润非常好，股息丰厚，而且仍然回购大量股票，”他说。除了年金和人寿保险之外，控股公司还提供财务建议和退休计划服务。</blockquote></p><p> <b>Johnson &amp; Johnson (JNJ)</b></p><p><blockquote><b>强生公司(JNJ)</b></blockquote></p><p> For relatively safe beginner stock picks, Robert Johnson, finance professor at Creighton University, recommends picking ones that have increased their dividends for many consecutive years. \"Some refer to these as 'ruler stocks' because if you laid down a ruler on a graph of dividends over time, the ruler would point to the northeast and most of the points would be very close to the ruler,\" he says. One company with a strong dividend track record is Johnson &amp; Johnson. As a company that produces consumer staples, it's considered a defensive play because it tends to do better than other types of investments during an economic downturn. Of course, that also means it can lag other stocks when the economy is doing better. But for a stable source of income year in and year out, you could do a lot worse.</p><p><blockquote>对于相对安全的初学者股票选择，克赖顿大学金融学教授罗伯特·约翰逊建议选择连续多年增加股息的股票。“有些人将这些称为‘尺子股票’，因为如果你在一段时间内的股息图表上放置一把尺子，尺子将指向东北，并且大多数点将非常靠近尺子，”他说。强生公司是一家拥有良好股息记录的公司。作为一家生产必需消费品的公司，它被认为是防御性投资，因为在经济低迷时期，它往往比其他类型的投资表现更好。当然，这也意味着当经济表现较好时，它可能会落后于其他股票。但为了年复一年稳定的收入来源，你可能会做得更糟。</blockquote></p><p> <b><a href=\"https://laohu8.com/S/ARE\">Alexandria Real Estate Equities</a> (ARE)</b></p><p><blockquote><b><a href=\"https://laohu8.com/S/ARE\">亚历山大房地产股票</a>（是）</b></blockquote></p><p> Depending on their age, beginner investors may have more risk tolerance than those closer to retirement. That doesn't mean you should put all your money in&nbsp;cryptocurrencies, but it does mean that not every single company in your portfolio necessarily has to be a household name. Peter Zabierek, CEO of Sugi Capital Management, recommends looking for stocks with less correlation than some of the megacap equities that are in the same indexes and exposed to the same risks. Alexandria Real Estate Equities falls into that category, he says. Additionally, this real estate investment trust that provides lab space for rent to biotech companies has strong long-term demand drivers, he says. \"Pandemic or no, funding has soared to the biotech arena,\" he says. \"While you might have trouble offering the unicorns Series A funding, you can invest in their landlord. Great management team, solid balance sheet and a 2.3% dividend yield. I love it.\"</p><p><blockquote>根据年龄的不同，新手投资者可能比接近退休的投资者有更高的风险承受能力。这并不意味着你应该把所有的钱都投入加密货币，但这确实意味着你投资组合中的每家公司都不一定是家喻户晓的名字。Sugi Capital Management首席执行官彼得·扎比雷克(Peter Zabierek)建议寻找相关性低于一些处于相同指数且面临相同风险的大型股票的股票。他说，亚历山大房地产股票就属于这一类。此外，他表示，这家向生物技术公司提供实验室空间出租的房地产投资信托基金具有强大的长期需求驱动力。“无论是否发生大流行，生物技术领域的资金都在飙升，”他说。“虽然你可能很难为独角兽提供A轮融资，但你可以投资他们的房东。优秀的管理团队、稳健的资产负债表和2.3%的股息收益率。我喜欢它。”</blockquote></p><p> <b><a href=\"https://laohu8.com/S/JPM\">JPMorgan Chase</a> &amp; Co. (JPM)</b></p><p><blockquote><b><a href=\"https://laohu8.com/S/JPM\">摩根大通</a>&amp;Co.(JPM)</b></blockquote></p><p></p><p> As the economy improves, the Federal Reserve is likely to start tapering its bond purchases, which will push interest rates higher even before the central bank actually raises its key policy rate. Long-term interest rates tend to rise faster than short-term ones. That means banks will be able to earn more interest on long-term loans than they have to pay out in short-term rates on savings accounts and certificates of deposit. Within this positive outlook, three experts pointed to JPMorgan <a href=\"https://laohu8.com/S/CCF\">Chase</a> as a solid long-term holding. Vinny Yu, co-founder of Javlin Invest, says the bank offers higher returns and lower volatility than competitor <a href=\"https://laohu8.com/S/WFC\">Wells Fargo</a> &amp; Co. (WFC).</p><p><blockquote>随着经济好转，美联储可能会开始缩减购债规模，这甚至会在央行实际提高关键政策利率之前推高利率。长期利率往往比短期利率上升得更快。这意味着银行将能够从长期贷款中赚取更多的利息，而不是以储蓄账户和存款证的短期利率支付。在这种积极的前景中，三位专家指出摩根大通<a href=\"https://laohu8.com/S/CCF\">追逐</a>作为坚实的长期持有。Javlin Invest联合创始人Vinny Yu表示，该银行比竞争对手提供更高的回报和更低的波动性<a href=\"https://laohu8.com/S/WFC\">富国银行</a>公司（WFC）。</blockquote></p><p> <b><a href=\"https://laohu8.com/S/UNH\">UnitedHealth</a> Group Inc. (UNH)</b></p><p><blockquote><b><a href=\"https://laohu8.com/S/UNH\">联合健康</a>集团公司(UNH)</b></blockquote></p><p> With&nbsp;health carespending making up around 18% of U.S. gross domestic product, it might be wise to have some exposure to the industry in a starter portfolio. Loreen Gilbert, CEO of WealthWise Financial Services, points to UnitedHealth Group, <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the biggest health care companies in the world. The company, which provides health services as well as coverage and benefits services, has experienced headwinds during the pandemic, including testing and treatment costs, people deferring non-COVID care, and the general economic downturn. But despite lingering negative effects, in the second quarter, it raised its full-year net earnings outlook. In the same quarter, the company increased its revenues by 14.8% from the prior-year quarter, although its earnings slipped.</p><p><blockquote>由于医疗保健支出约占美国国内生产总值的18%，因此在初始投资组合中对该行业进行一些投资可能是明智的。WealthWise Financial Services首席执行官Loreen Gilbert指出联合健康集团，<a href=\"https://laohu8.com/S/AONE.U\">一</a>世界上最大的医疗保健公司之一。该公司提供医疗服务以及保险和福利服务，在大流行期间遇到了阻力，包括检测和治疗费用、人们推迟非新冠护理以及总体经济低迷。但尽管负面影响挥之不去，但在第二季度，该公司上调了全年净利润预期。同一季度，尽管盈利下滑，但该公司收入较去年同期增长14.8%。</blockquote></p><p> <b><a href=\"https://laohu8.com/S/GOOG\">Alphabet</a> Inc. (GOOG,GOOGL)</b></p><p><blockquote><b><a href=\"https://laohu8.com/S/GOOG\">Alphabet</a>Inc.（GOOG，GOOGL）</b></blockquote></p><p> Megacap technology-related companies were investing stalwarts even before the pandemic, making up a big chunk of the S&amp;P 500. During the pandemic, they became a place for investors looking for relatively safe names. It may sound odd to list tech-related businesses as relatively safe assets, but these companies, with their huge market capitalizations and strong financial performance, are far from being risky startups. <a href=\"https://laohu8.com/S/ISBC\">Investors</a> looking for growth packaged in a large company with a strong balance sheet can turn to Google's parent company, <a href=\"https://laohu8.com/S/GOOGL\">Alphabet</a>. Although there are regulatory risks hanging over the company as well as other huge&nbsp;tech stocks, <a href=\"https://laohu8.com/S/MORN\">Morningstar</a> said in a recent post that decisions on antitrust cases will take a long time, and even a breakup of Alphabet would benefit shareholders.</p><p><blockquote>大型科技相关公司甚至在疫情爆发之前就已经在投资中坚力量，占据了标普500的很大一部分。在疫情期间，它们成为投资者寻找相对安全名字的地方。将科技相关业务列为相对安全的资产听起来可能很奇怪，但这些公司凭借其巨大的市值和强劲的财务业绩，远不是有风险的初创公司。<a href=\"https://laohu8.com/S/ISBC\">投资者</a>在一家资产负债表强劲的大公司中寻找增长可以求助于谷歌的母公司，<a href=\"https://laohu8.com/S/GOOGL\">Alphabet</a>.尽管该公司以及其他大型科技股都面临监管风险，<a href=\"https://laohu8.com/S/MORN\">晨星</a>在最近的一篇帖子中表示，反垄断案件的决定需要很长时间，即使拆分Alphabet也会让股东受益。</blockquote></p><p> <b><a href=\"https://laohu8.com/S/AAPL\">Apple</a> Inc. (AAPL)</b></p><p><blockquote><b><a href=\"https://laohu8.com/S/AAPL\">苹果</a>公司(AAPL)</b></blockquote></p><p> One tidbit of wisdom that beginner investors may be told is to invest in things they know and use every day. By that measure,Apple&nbsp;would probably rank highly in beginner portfolios, considering how many iPhones are out there. And when people combine their use of the iPhone with other Apple products, such as iPads, Macs and Apple Watches, it makes them that much less likely to switch to a competitor. Apple increased its net sales in its most recent quarter by more than 36% as all of its categories, including iPhone, Mac and wearables, saw gains. \"Our record June quarter operating performance included new revenue records in each of our geographic segments, double-digit growth in each of our product categories, and a new all-time high for our installed base of active devices,\" Chief Financial Officer Luca Maestri said in a statement accompanying the earnings results.</p><p><blockquote>新手投资者可能会被告知的一条智慧是投资于他们每天都知道和使用的东西。按照这一标准，考虑到iPhone的数量，苹果可能会在初学者投资组合中排名很高。当人们将iPhone与其他苹果产品（如iPads、Mac和苹果手表）结合使用时，他们就不太可能转向竞争对手。苹果最近一个季度的净销售额增长了36%以上，包括iPhone、Mac和可穿戴设备在内的所有类别都出现了增长。首席财务官卢卡·马埃斯特里(Luca Maestri)表示：“我们创纪录的六月季度运营业绩包括每个地理区域的新收入记录、每个产品类别的两位数增长以及活跃设备安装基数的历史新高。”在盈利结果随附的一份声明中表示。</blockquote></p><p> <b><a href=\"https://laohu8.com/S/MSFT\">Microsoft</a> Corp. (MSFT)</b></p><p><blockquote><b><a href=\"https://laohu8.com/S/MSFT\">微软</a>公司(MSFT)</b></blockquote></p><p> Computer users tend to fall into two camps: Mac people and PC people. As a leading company serving the latter,Microsoft&nbsp;has gone far beyond its Windows operating system. Its suite of products includes household-name software, such as Excel and PowerPoint, and users devoted to that ecosystem may be less likely to switch. Microsoft is also a strong player in cloud services, which remain a crucial part of modern life, especially as the new normal for work includes more time out of the office. Its Azure cloud services business saw more than 50% year-over-year revenue growth in the company's most recent quarter. Overall, sales increased more than 20%.</p><p><blockquote>电脑用户往往分为两大阵营：Mac族和PC族。作为服务后者的领先公司，微软已经远远超出了其Windows操作系统。其产品套件包括Excel和PowerPoint等家喻户晓的软件，致力于该生态系统的用户可能不太可能转换。微软也是云服务领域的强大参与者，云服务仍然是现代生活的重要组成部分，尤其是在工作新常态包括更多时间不在办公室的情况下。其Azure云服务业务最近一个季度的收入同比增长超过50%。总体而言，销售额增长了20%以上。</blockquote></p><p> <b>Nine of the best stocks to buy for a starter portfolio:</b></p><p><blockquote><b>入门投资组合最值得购买的九只股票：</b></blockquote></p><p> -- Lowe's Companies Inc. (LOW)</p><p><blockquote>——劳氏公司(LOW)</blockquote></p><p> -- Lincoln <a href=\"https://laohu8.com/S/NHLD\">National</a> Corp. (LNC)</p><p><blockquote>——林肯<a href=\"https://laohu8.com/S/NHLD\">国家的</a>公司（LNC）</blockquote></p><p> -- Johnson &amp; Johnson (JNJ)</p><p><blockquote>——强生公司（JNJ）</blockquote></p><p> -- Alexandria Real Estate Equities (ARE)</p><p><blockquote>--亚历山大房地产股票(ARE)</blockquote></p><p> -- JPMorgan Chase &amp; Co. (JPM)</p><p><blockquote>——摩根大通公司（JPM）</blockquote></p><p> -- UnitedHealth Group Inc. (UNH)</p><p><blockquote>——联合健康集团公司（UNH）</blockquote></p><p> -- Alphabet Inc. (GOOG,GOOGL)</p><p><blockquote>——Alphabet公司（GOOG，GOOGL）</blockquote></p><p> -- Apple Inc. (AAPL)</p><p><blockquote>——苹果公司（AAPL）</blockquote></p><p> -- Microsoft Corp. (MSFT)</p><p><blockquote>——微软公司（MSFT）</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://finance.yahoo.com/news/9-best-stocks-starter-portfolio-202143594.html\">US News</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果","MSFT":"微软"},"source_url":"https://finance.yahoo.com/news/9-best-stocks-starter-portfolio-202143594.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1180781457","content_text":"Consider buying these nine companies for a solid start.\nWhen you're first getting into the stock market, there are many factors to weigh. For example, should you buy individual stocks or funds that hold many companies? While exchange-traded funds and mutual funds should probably form at least part of your portfolio, they may not quite provide the same excitement as finding a company you believe in and putting skin in the game. But buying individual stocks means taking on more risk than with diversified funds. If you're wondering what the best stocks for beginners are, take a look at larger companies with long track records, solid fundamentals and strong balance sheets. You should pay attention to valuation metrics, such as a company's price-earnings ratio, but sometimes stocks are expensive for a reason. Here are nine stocks to consider for a starter portfolio.\nLowe's Companies Inc. (LOW)\nHousing market fundamentals have been a shorter-term tailwind for Lowe's, but Dan Eye, chief investment officer at Fort Pitt Capital Group, says there's more to the story that makes the company a good longer-term play. The company is executing a turnaround strategy to become a better retailer. \"Their strategy is working, and Lowe's is showing success in improving operations, increasing profitability, upgrading their online infrastructure and utilizing their labor force more efficiently,\" Eye says. The company is narrowing its operational performance gaps with rival Home Depot Inc. (HD) and offers a relative valuation discount that is an attractive entry point for Lowe's, he says. Additionally, the many aging homes in the U.S. will likely need more upgrades and repairs, he says.\nLincoln National Corp. (LNC)\nIn the insurance space, there are few companies as venerable as Berkshire Hathaway Inc. (BRK.B,BRK.A). But it also owns a multitude of other businesses, and Chuck Lieberman, chief investment officer at Advisors Capital Management, says its conglomerate nature may be holding its share price back more than if it were broken into parts. Also, Warren Buffett's eventual departure is a risk, he says. \"Personally, I'd rather own Lincoln Financial, another household name in life insurance and annuities, which is much cheaper, very nicely profitable, has a good dividend, and which still buys back lots of shares,\" he says. The holding company provides financial advice and retirement plan services in addition to annuities and life insurance.\nJohnson & Johnson (JNJ)\nFor relatively safe beginner stock picks, Robert Johnson, finance professor at Creighton University, recommends picking ones that have increased their dividends for many consecutive years. \"Some refer to these as 'ruler stocks' because if you laid down a ruler on a graph of dividends over time, the ruler would point to the northeast and most of the points would be very close to the ruler,\" he says. One company with a strong dividend track record is Johnson & Johnson. As a company that produces consumer staples, it's considered a defensive play because it tends to do better than other types of investments during an economic downturn. Of course, that also means it can lag other stocks when the economy is doing better. But for a stable source of income year in and year out, you could do a lot worse.\nAlexandria Real Estate Equities (ARE)\nDepending on their age, beginner investors may have more risk tolerance than those closer to retirement. That doesn't mean you should put all your money in cryptocurrencies, but it does mean that not every single company in your portfolio necessarily has to be a household name. Peter Zabierek, CEO of Sugi Capital Management, recommends looking for stocks with less correlation than some of the megacap equities that are in the same indexes and exposed to the same risks. Alexandria Real Estate Equities falls into that category, he says. Additionally, this real estate investment trust that provides lab space for rent to biotech companies has strong long-term demand drivers, he says. \"Pandemic or no, funding has soared to the biotech arena,\" he says. \"While you might have trouble offering the unicorns Series A funding, you can invest in their landlord. Great management team, solid balance sheet and a 2.3% dividend yield. I love it.\"\nJPMorgan Chase & Co. (JPM)\nAs the economy improves, the Federal Reserve is likely to start tapering its bond purchases, which will push interest rates higher even before the central bank actually raises its key policy rate. Long-term interest rates tend to rise faster than short-term ones. That means banks will be able to earn more interest on long-term loans than they have to pay out in short-term rates on savings accounts and certificates of deposit. Within this positive outlook, three experts pointed to JPMorgan Chase as a solid long-term holding. Vinny Yu, co-founder of Javlin Invest, says the bank offers higher returns and lower volatility than competitor Wells Fargo & Co. (WFC).\nUnitedHealth Group Inc. (UNH)\nWith health carespending making up around 18% of U.S. gross domestic product, it might be wise to have some exposure to the industry in a starter portfolio. Loreen Gilbert, CEO of WealthWise Financial Services, points to UnitedHealth Group, one of the biggest health care companies in the world. The company, which provides health services as well as coverage and benefits services, has experienced headwinds during the pandemic, including testing and treatment costs, people deferring non-COVID care, and the general economic downturn. But despite lingering negative effects, in the second quarter, it raised its full-year net earnings outlook. In the same quarter, the company increased its revenues by 14.8% from the prior-year quarter, although its earnings slipped.\nAlphabet Inc. (GOOG,GOOGL)\nMegacap technology-related companies were investing stalwarts even before the pandemic, making up a big chunk of the S&P 500. During the pandemic, they became a place for investors looking for relatively safe names. It may sound odd to list tech-related businesses as relatively safe assets, but these companies, with their huge market capitalizations and strong financial performance, are far from being risky startups. Investors looking for growth packaged in a large company with a strong balance sheet can turn to Google's parent company, Alphabet. Although there are regulatory risks hanging over the company as well as other huge tech stocks, Morningstar said in a recent post that decisions on antitrust cases will take a long time, and even a breakup of Alphabet would benefit shareholders.\nApple Inc. (AAPL)\nOne tidbit of wisdom that beginner investors may be told is to invest in things they know and use every day. By that measure,Apple would probably rank highly in beginner portfolios, considering how many iPhones are out there. And when people combine their use of the iPhone with other Apple products, such as iPads, Macs and Apple Watches, it makes them that much less likely to switch to a competitor. Apple increased its net sales in its most recent quarter by more than 36% as all of its categories, including iPhone, Mac and wearables, saw gains. \"Our record June quarter operating performance included new revenue records in each of our geographic segments, double-digit growth in each of our product categories, and a new all-time high for our installed base of active devices,\" Chief Financial Officer Luca Maestri said in a statement accompanying the earnings results.\nMicrosoft Corp. (MSFT)\nComputer users tend to fall into two camps: Mac people and PC people. As a leading company serving the latter,Microsoft has gone far beyond its Windows operating system. Its suite of products includes household-name software, such as Excel and PowerPoint, and users devoted to that ecosystem may be less likely to switch. Microsoft is also a strong player in cloud services, which remain a crucial part of modern life, especially as the new normal for work includes more time out of the office. Its Azure cloud services business saw more than 50% year-over-year revenue growth in the company's most recent quarter. Overall, sales increased more than 20%.\nNine of the best stocks to buy for a starter portfolio:\n-- Lowe's Companies Inc. (LOW)\n-- Lincoln National Corp. (LNC)\n-- Johnson & Johnson (JNJ)\n-- Alexandria Real Estate Equities (ARE)\n-- JPMorgan Chase & Co. (JPM)\n-- UnitedHealth Group Inc. (UNH)\n-- Alphabet Inc. (GOOG,GOOGL)\n-- Apple Inc. (AAPL)\n-- Microsoft Corp. 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Lifting is here","listText":"<a href=\"https://laohu8.com/S/AAL\">$American Airlines(AAL)$</a>come on.. Lifting is here","text":"$American Airlines(AAL)$come on.. 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Big potential for years to go&nbsp;","listText":"<a href=\"https://laohu8.com/S/TWOU\">$2U(TWOU)$</a>the new normal way on virtual learning. Big potential for years to go&nbsp;","text":"$2U(TWOU)$the new normal way on virtual learning. Big potential for years to go","images":[{"img":"https://static.tigerbbs.com/271bd4091d5c554a35fa79403131b74a","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":3,"repostSize":1,"link":"https://laohu8.com/post/178773822","isVote":1,"tweetType":1,"viewCount":694,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":828383423,"gmtCreate":1633844363469,"gmtModify":1633844363671,"author":{"id":"3578561972068295","authorId":"3578561972068295","name":"Eskay_Tew","avatar":"https://static.tigerbbs.com/c955d556458f3e647eb3cbf75c2f8f54","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578561972068295","idStr":"3578561972068295"},"themes":[],"htmlText":"Big tech show time yet.. Or readying&nbsp;","listText":"Big tech show time yet.. Or readying&nbsp;","text":"Big tech show time yet.. Or readying","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/828383423","repostId":"1167388174","repostType":4,"isVote":1,"tweetType":1,"viewCount":986,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":889214777,"gmtCreate":1631150806699,"gmtModify":1631891905308,"author":{"id":"3578561972068295","authorId":"3578561972068295","name":"Eskay_Tew","avatar":"https://static.tigerbbs.com/c955d556458f3e647eb3cbf75c2f8f54","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578561972068295","idStr":"3578561972068295"},"themes":[],"htmlText":"Continue hold and buy for long&nbsp;","listText":"Continue hold and buy for long&nbsp;","text":"Continue hold and buy for long","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/889214777","repostId":"2166392072","repostType":4,"isVote":1,"tweetType":1,"viewCount":282,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":873339557,"gmtCreate":1636855540004,"gmtModify":1636855540222,"author":{"id":"3578561972068295","authorId":"3578561972068295","name":"Eskay_Tew","avatar":"https://static.tigerbbs.com/c955d556458f3e647eb3cbf75c2f8f54","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578561972068295","idStr":"3578561972068295"},"themes":[],"htmlText":"Hi to high","listText":"Hi to high","text":"Hi to high","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/873339557","repostId":"873945561","repostType":1,"isVote":1,"tweetType":1,"viewCount":2371,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":858515947,"gmtCreate":1635081297951,"gmtModify":1635088493661,"author":{"id":"3578561972068295","authorId":"3578561972068295","name":"Eskay_Tew","avatar":"https://static.tigerbbs.com/c955d556458f3e647eb3cbf75c2f8f54","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578561972068295","idStr":"3578561972068295"},"themes":[],"htmlText":"Microsoft have lots room to market growth","listText":"Microsoft have lots room to market growth","text":"Microsoft have lots room to market growth","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/858515947","repostId":"2177489964","repostType":2,"repost":{"id":"2177489964","kind":"highlight","pubTimestamp":1635042148,"share":"https://www.laohu8.com/m/news/2177489964?lang=zh_CN&edition=full","pubTime":"2021-10-24 10:22","market":"us","language":"en","title":"The PC slowdown shouldn't hurt Microsoft earnings, and here's why<blockquote>个人电脑放缓不应损害微软的盈利，原因如下</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2177489964","media":"MarketWatch","summary":"Growth from Azure and other cloud products should mask over any disappointment from supply-chain iss","content":"<p>Growth from Azure and other cloud products should mask over any disappointment from supply-chain issues affecting PC sales</p><p><blockquote>Azure和其他云产品的增长应该会掩盖影响PC销售的供应链问题带来的任何失望</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/958e56d50bc03c5ef2195a2a879bec71\" tg-width=\"700\" tg-height=\"467\" width=\"100%\" height=\"auto\"><span>Microsoft Corp. is scheduled to release fiscal first-quarter earnings after the bell on Tuesday.</span></p><p><blockquote><p class=\"t-img-caption\"><span>微软定于周二盘后发布第一财季财报。</span></p></blockquote></p><p> The slowdown in personal computer sales due to supply-chain issues in recent months would have hurt Microsoft Corp. in past years, but the company's pivot to cloud computing and cloud software should insulate it from any earnings fallout.</p><p><blockquote>近几个月来，由于供应链问题导致的个人电脑销售放缓在过去几年可能会损害微软公司，但该公司转向云计算和云软件应该会使其免受任何盈利影响。</blockquote></p><p> Microsoft&nbsp;is scheduled to report its fiscal first-quarter earnings on Tuesday afternoon, as it rolls out its new Windows 11 operating system and PC makers struggle to deliver new machines. While the Microsoft of Bill Gates and Steve Ballmer would have faced a lot of Wall Street pessimism if PC shipments were mangled and a new operating system was not quickly adopted, Satya Nadella's Microsoft should be just fine.</p><p><blockquote>微软定于周二下午公布第一财季财报，该公司将推出新的Windows 11操作系统，而PC制造商正在努力交付新机器。如果个人电脑出货量受损且新操作系统没有迅速采用，Bill Gates和Steve Ballmer的微软将面临华尔街的大量悲观情绪，但Satya Nadella的微软应该会很好。</blockquote></p><p> That is because analysts and investors are mostly focused on Azure, Microsoft's cloud-computing answer to Amazon.com Inc.'s&nbsp;Amazon Web Services, as well as cloud-software offerings, decreasing the importance of Microsoft's PC business.</p><p><blockquote>这是因为分析师和投资者主要关注Azure（微软对亚马逊公司Amazon Web Services的云计算解决方案）以及云软件产品，从而降低了微软PC业务的重要性。</blockquote></p><p> \"Sustained digital transformation momentum should offset the impact from mixed PC unit shipment estimates from IDC and Gartner,\" <a href=\"https://laohu8.com/S/MSTLW\">Morgan Stanley</a> analysts wrote in a preview of the report, later adding, \"While our negative growth outlook for Windows OEM pressures our longer term earnings expectation for Microsoft, we also note Windows OEM overall represents a decreasing mix of overall Microsoft revenue and gross profit.\"</p><p><blockquote>“持续的数字化转型势头应该会抵消IDC和Gartner混合PC出货量估计的影响，”<a href=\"https://laohu8.com/S/MSTLW\">摩根士丹利</a>分析师在报告预览中写道，后来补充道：“虽然我们对Windows OEM的负增长前景给我们对微软的长期盈利预期带来了压力，但我们也注意到，Windows OEM总体上代表着微软整体收入和毛利润的下降。”</blockquote></p><p> Azure has made sure that Windows' importance to Microsoft has decreased. The fast-growing cloud business is at the top of every analyst note about Microsoft, and analysts expect revenue to grow in the mid-40% range. (Microsoft does not disclose Azure performance except for percentage gain, despite AWS and Google&nbsp;(GOOGL) Cloud providing full revenue and operating profits for their competitive services).</p><p><blockquote>Azure已经确保Windows对微软的重要性已经下降。快速增长的云业务是每一份有关微软的分析师报告的首要内容，分析师预计收入将增长40%左右。（尽管AWS和谷歌（GOOGL）云为其竞争服务提供了全部收入和营业利润，但微软没有披露Azure的性能，除了百分比增益）。</blockquote></p><p> \"Fundamentally, ramping contribution from previously signed long-term Azure deals, continued Cloud migrations post-COVID, Microsoft's intensifying focus on Cloud verticalization and strong Microsoft 365 seat growth can sustain durable longer-term Azure growth,\" the Morgan Stanley analysts wrote.</p><p><blockquote>摩根士丹利分析师写道：“从根本上说，之前签署的长期Azure协议的贡献不断增加、新冠疫情后持续的云迁移、微软对云垂直化的日益关注以及微软365席位的强劲增长可以维持Azure的长期持久增长。”</blockquote></p><p> There are factors that could add to Microsoft's growth as well, especially in the forecast. The $19.7 billion acquisition of health-care-focused company Nuance is expected to close before the end of the calendar year, and Microsoft recently disclosed that its cloud-based revenue would dump into the same revenue bucket as Azure.</p><p><blockquote>还有一些因素也可能促进微软的增长，尤其是在预测中。对专注于医疗保健的公司Nuance的197亿美元收购预计将在今年年底前完成，微软最近透露，其基于云的收入将与Azure归入同一收入类别。</blockquote></p><p> While Microsoft did not disclose exactly how much that would mean, UBS analysts said in September that prior Nuance disclosures and a call they had with the company's investor relations team led them to estimate that about 46% of Nuance's revenue would be cloud-based. They estimated that would mean roughly $91 million in additional sales for Microsoft's cloud division in the fiscal second quarter, if the full quarter were to be included.</p><p><blockquote>虽然微软没有透露这到底意味着什么，但瑞银分析师在9月份表示，Nuance之前的披露以及他们与该公司投资者关系团队的看涨期权使他们估计Nuance约46%的收入将来自云。他们估计，如果将整个季度包括在内，这意味着微软云部门在第二财季的销售额将增加约9100万美元。</blockquote></p><p> Another bump could be coming in the future from increased prices for Microsoft's most popular cloud software offering, Office 365. Microsoft is increasing prices more than 10% across the board for the product, which the company described as \"the first substantive pricing update since we launched Office 365 a decade ago,\" which also gives analysts confidence that Microsoft can withstand any supply-chain pressures on the PC market.</p><p><blockquote>微软最受欢迎的云软件产品Office 365的价格上涨可能会在未来带来另一个上涨。微软将该产品的价格全面提高10%以上，该公司称这是“自十年前推出Office 365以来的首次实质性定价更新”，这也让分析师相信微软能够承受任何供应链压力PC市场。</blockquote></p><p> <b>What to expect</b></p><p><blockquote><b>期待什么</b></blockquote></p><p> <b>Earnings:</b> Analysts on average expect Microsoft to report earnings of $2.08 a share, up from $1.82 a share a year ago. Contributors to Estimize -- a crowdsourcing platform that gathers estimates from Wall Street analysts as well as buy-side analysts, fund managers, company executives, academics and others -- predict earnings of $2.22 a share.</p><p><blockquote><b>收益：</b>分析师平均预计微软每股收益为2.08美元，高于一年前的每股1.82美元。Estimize是一个众包平台，收集华尔街分析师以及买方分析师、基金经理、公司高管、学者和其他人的预测，其贡献者预测每股收益为2.22美元。</blockquote></p><p> <b>Revenue:</b> Analysts on average were modeling sales of $43.93 billion, which would be an improvement from $37.15 billion a year ago, after Microsoft forecast revenue of $43.3 billion to $44.2 billion. Estimize contributors expect $44.88 billion in sales.</p><p><blockquote><b>收入：</b>分析师平均预测销售额为439.3亿美元，比一年前的371.5亿美元有所改善，此前微软预测营收为433亿美元至442亿美元。Estimize贡献者预计销售额为448.8亿美元。</blockquote></p><p> Analyst expect $16.52 billion in sales from the \"Intelligent Cloud\" segment, after Microsoft guided for $16.4 billion to $16.65 billion; $14.67 billion in sales from the cloud-software-focused \"Productivity and Business Solutions\" segment, after a forecast of $14.5 billion to $14.75 billion; and $12.72 billion from \"More Personal Computing,\" after guidance for sales of $12.4 billion to $12.8 billion.</p><p><blockquote>分析师预计“智能云”部门的销售额为165.2亿美元，此前微软的预期为164亿至166.5亿美元；以云软件为重点的“生产力和业务解决方案”部门的销售额为146.7亿美元，此前预测为145亿至147.5亿美元；127.2亿美元来自“更多个人计算”，此前销售额指引为124亿至128亿美元。</blockquote></p><p></p><p> <b>Stock movement: </b>Microsoft shares have declined in the session following earnings releases in four of the past five quarters, though the last decline was only by 0.1%. The stock has increased 8.1% in the past three months and 45.2% in the past year, as the S&amp;P 500 index has grown by 4.1% and 31.6% in those periods, respectively.</p><p><blockquote><b>股票变动：</b>过去五个季度中有四个季度发布财报后，微软股价均出现下跌，但上一次跌幅仅为0.1%。该股在过去三个月上涨了8.1%，在过去一年上涨了45.2%，而标普500指数在此期间分别上涨了4.1%和31.6%。</blockquote></p><p> <b>What analysts are saying</b></p><p><blockquote><b>分析师怎么说</b></blockquote></p><p> Analysts are in pretty universal agreement about Microsoft's current position. According to FactSet tracking, 33 out of 36 analysts rate the stock the equivalent of a buy, while the other three rate it as a hold.</p><p><blockquote>分析师们对微软目前的立场相当一致。根据FactSet的跟踪，36名分析师中有33名分析师将该股评级为买入，而另外3名分析师将其评级为持有。</blockquote></p><p> \"Currently trading at 27x our CY23 GAAP EPS estimates, Microsoft represents a rare combination of strong secular positioning and reasonable valuation within the software space,\" wrote the Morgan Stanley analysts, who rate the shares overweight with a price target of $331.</p><p><blockquote>摩根士丹利分析师写道：“微软目前的交易价格是我们23年GAAP每股收益预期的27倍，代表了软件领域强劲的长期定位和合理估值的罕见组合。”摩根士丹利分析师对跑赢大盘股票的评级为331美元。</blockquote></p><p> The once concern seems to be the durability of the current growth trajectory, which is why the Nuance acquisition and increased pricing of Office 365 is seen as key to the stock continuing to rise.</p><p><blockquote>曾经的担忧似乎是当前增长轨迹的持久性，这就是为什么收购Nuance和提高Office 365的定价被视为该股继续上涨的关键。</blockquote></p><p> \"Comps get progressively tougher throughout FY22, which should be met by Microsoft's durable growth portfolio of Azure/Security/Teams,\" wrote Jeffries analysts, who have an outperform rating and recently raised their price target to $375 from $345. \"Key items to watch are elevated expectations (Azure high 40s reported), integration with Nuance and increased security investments.\"</p><p><blockquote>Jeffries分析师写道：“整个22财年，竞争将逐渐变得更加严峻，微软Azure/Security/Teams的持久增长投资组合应该可以满足这一需求。”他们给予跑赢大盘评级，最近将目标价从345美元上调至375美元。“值得关注的关键项目是期望提高（据报道Azure High 40）、与Nuance的集成以及安全投资的增加。”</blockquote></p><p> Microsoft has benefitted from the pandemic, as companies have relied on cloud-computing power and software to keep teams connected while working remotely. But Microsoft bull and Wedbush analyst Daniel Ives does not see a return to the office as a sign that the boom will end.</p><p><blockquote>微软从疫情中受益，因为公司依靠云计算能力和软件在远程工作时保持团队联系。但微软牛市和Wedbush分析师Daniel Ives并不认为重返办公室是繁荣将结束的迹象。</blockquote></p><p> \"We believe the Street's view of moderating cloud growth on the other side of this WFH cycle is contrary to the deal activity Microsoft is seeing in the field,\" Ives, with an outperform rating and $375 price target, wrote in a preview of the report. \"While we have seen the momentum of this backdrop in the last few years, we believe deal flow looks incrementally strong (Office 365/Azure combo deals in particular) heading into FY22 as we estimate that Microsoft is still only 35% through penetrating its unparalleled installed base on the cloud transition.\"</p><p><blockquote>Ives在报告预览中写道：“我们认为，华尔街对在家办公周期另一端云增长放缓的看法与微软在该领域看到的交易活动相反。”Ives给予跑赢大盘评级，目标价为375美元。“虽然我们在过去几年中看到了这种背景的势头，但我们相信，进入2022财年，交易流看起来将逐渐强劲（尤其是Office 365/Azure组合交易），因为我们估计微软在渗透其无与伦比的基础上仍仅占35%云过渡的安装基础。”</blockquote></p><p> Stifel analysts, with a buy rating and $325 price target, concurred.</p><p><blockquote>Stifel分析师对此表示赞同，给予买入评级和325美元的目标价。</blockquote></p><p> \"We continue to believe that the pandemic is forcing organizations to accelerate the pace of their cloud migrations and that Microsoft remains a key beneficiary of this modernization spend, especially around large new deal momentum, as its broad stack enables it to capture Tier 1 workloads previously out of reach,\" they wrote.</p><p><blockquote>“我们仍然认为，疫情正在迫使组织加快云迁移的步伐，微软仍然是这种现代化支出的主要受益者，特别是在巨大的新政势头下，因为其广泛的堆栈使其能够捕获以前无法实现的一级工作负载，”他们写道。</blockquote></p><p> The average price target on Microsoft stock as of Friday afternoon was $335.47, roughly 8.5% higher than the going rate.</p><p><blockquote>截至周五下午，微软股票的平均目标价为335.47美元，比现行汇率高出约8.5%。</blockquote></p><p></p>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe PC slowdown shouldn't hurt Microsoft earnings, and here's why<blockquote>个人电脑放缓不应损害微软的盈利，原因如下</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">MarketWatch</strong><span class=\"h-time small\">2021-10-24 10:22</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Growth from Azure and other cloud products should mask over any disappointment from supply-chain issues affecting PC sales</p><p><blockquote>Azure和其他云产品的增长应该会掩盖影响PC销售的供应链问题带来的任何失望</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/958e56d50bc03c5ef2195a2a879bec71\" tg-width=\"700\" tg-height=\"467\" width=\"100%\" height=\"auto\"><span>Microsoft Corp. is scheduled to release fiscal first-quarter earnings after the bell on Tuesday.</span></p><p><blockquote><p class=\"t-img-caption\"><span>微软定于周二盘后发布第一财季财报。</span></p></blockquote></p><p> The slowdown in personal computer sales due to supply-chain issues in recent months would have hurt Microsoft Corp. in past years, but the company's pivot to cloud computing and cloud software should insulate it from any earnings fallout.</p><p><blockquote>近几个月来，由于供应链问题导致的个人电脑销售放缓在过去几年可能会损害微软公司，但该公司转向云计算和云软件应该会使其免受任何盈利影响。</blockquote></p><p> Microsoft&nbsp;is scheduled to report its fiscal first-quarter earnings on Tuesday afternoon, as it rolls out its new Windows 11 operating system and PC makers struggle to deliver new machines. While the Microsoft of Bill Gates and Steve Ballmer would have faced a lot of Wall Street pessimism if PC shipments were mangled and a new operating system was not quickly adopted, Satya Nadella's Microsoft should be just fine.</p><p><blockquote>微软定于周二下午公布第一财季财报，该公司将推出新的Windows 11操作系统，而PC制造商正在努力交付新机器。如果个人电脑出货量受损且新操作系统没有迅速采用，Bill Gates和Steve Ballmer的微软将面临华尔街的大量悲观情绪，但Satya Nadella的微软应该会很好。</blockquote></p><p> That is because analysts and investors are mostly focused on Azure, Microsoft's cloud-computing answer to Amazon.com Inc.'s&nbsp;Amazon Web Services, as well as cloud-software offerings, decreasing the importance of Microsoft's PC business.</p><p><blockquote>这是因为分析师和投资者主要关注Azure（微软对亚马逊公司Amazon Web Services的云计算解决方案）以及云软件产品，从而降低了微软PC业务的重要性。</blockquote></p><p> \"Sustained digital transformation momentum should offset the impact from mixed PC unit shipment estimates from IDC and Gartner,\" <a href=\"https://laohu8.com/S/MSTLW\">Morgan Stanley</a> analysts wrote in a preview of the report, later adding, \"While our negative growth outlook for Windows OEM pressures our longer term earnings expectation for Microsoft, we also note Windows OEM overall represents a decreasing mix of overall Microsoft revenue and gross profit.\"</p><p><blockquote>“持续的数字化转型势头应该会抵消IDC和Gartner混合PC出货量估计的影响，”<a href=\"https://laohu8.com/S/MSTLW\">摩根士丹利</a>分析师在报告预览中写道，后来补充道：“虽然我们对Windows OEM的负增长前景给我们对微软的长期盈利预期带来了压力，但我们也注意到，Windows OEM总体上代表着微软整体收入和毛利润的下降。”</blockquote></p><p> Azure has made sure that Windows' importance to Microsoft has decreased. The fast-growing cloud business is at the top of every analyst note about Microsoft, and analysts expect revenue to grow in the mid-40% range. (Microsoft does not disclose Azure performance except for percentage gain, despite AWS and Google&nbsp;(GOOGL) Cloud providing full revenue and operating profits for their competitive services).</p><p><blockquote>Azure已经确保Windows对微软的重要性已经下降。快速增长的云业务是每一份有关微软的分析师报告的首要内容，分析师预计收入将增长40%左右。（尽管AWS和谷歌（GOOGL）云为其竞争服务提供了全部收入和营业利润，但微软没有披露Azure的性能，除了百分比增益）。</blockquote></p><p> \"Fundamentally, ramping contribution from previously signed long-term Azure deals, continued Cloud migrations post-COVID, Microsoft's intensifying focus on Cloud verticalization and strong Microsoft 365 seat growth can sustain durable longer-term Azure growth,\" the Morgan Stanley analysts wrote.</p><p><blockquote>摩根士丹利分析师写道：“从根本上说，之前签署的长期Azure协议的贡献不断增加、新冠疫情后持续的云迁移、微软对云垂直化的日益关注以及微软365席位的强劲增长可以维持Azure的长期持久增长。”</blockquote></p><p> There are factors that could add to Microsoft's growth as well, especially in the forecast. The $19.7 billion acquisition of health-care-focused company Nuance is expected to close before the end of the calendar year, and Microsoft recently disclosed that its cloud-based revenue would dump into the same revenue bucket as Azure.</p><p><blockquote>还有一些因素也可能促进微软的增长，尤其是在预测中。对专注于医疗保健的公司Nuance的197亿美元收购预计将在今年年底前完成，微软最近透露，其基于云的收入将与Azure归入同一收入类别。</blockquote></p><p> While Microsoft did not disclose exactly how much that would mean, UBS analysts said in September that prior Nuance disclosures and a call they had with the company's investor relations team led them to estimate that about 46% of Nuance's revenue would be cloud-based. They estimated that would mean roughly $91 million in additional sales for Microsoft's cloud division in the fiscal second quarter, if the full quarter were to be included.</p><p><blockquote>虽然微软没有透露这到底意味着什么，但瑞银分析师在9月份表示，Nuance之前的披露以及他们与该公司投资者关系团队的看涨期权使他们估计Nuance约46%的收入将来自云。他们估计，如果将整个季度包括在内，这意味着微软云部门在第二财季的销售额将增加约9100万美元。</blockquote></p><p> Another bump could be coming in the future from increased prices for Microsoft's most popular cloud software offering, Office 365. Microsoft is increasing prices more than 10% across the board for the product, which the company described as \"the first substantive pricing update since we launched Office 365 a decade ago,\" which also gives analysts confidence that Microsoft can withstand any supply-chain pressures on the PC market.</p><p><blockquote>微软最受欢迎的云软件产品Office 365的价格上涨可能会在未来带来另一个上涨。微软将该产品的价格全面提高10%以上，该公司称这是“自十年前推出Office 365以来的首次实质性定价更新”，这也让分析师相信微软能够承受任何供应链压力PC市场。</blockquote></p><p> <b>What to expect</b></p><p><blockquote><b>期待什么</b></blockquote></p><p> <b>Earnings:</b> Analysts on average expect Microsoft to report earnings of $2.08 a share, up from $1.82 a share a year ago. Contributors to Estimize -- a crowdsourcing platform that gathers estimates from Wall Street analysts as well as buy-side analysts, fund managers, company executives, academics and others -- predict earnings of $2.22 a share.</p><p><blockquote><b>收益：</b>分析师平均预计微软每股收益为2.08美元，高于一年前的每股1.82美元。Estimize是一个众包平台，收集华尔街分析师以及买方分析师、基金经理、公司高管、学者和其他人的预测，其贡献者预测每股收益为2.22美元。</blockquote></p><p> <b>Revenue:</b> Analysts on average were modeling sales of $43.93 billion, which would be an improvement from $37.15 billion a year ago, after Microsoft forecast revenue of $43.3 billion to $44.2 billion. Estimize contributors expect $44.88 billion in sales.</p><p><blockquote><b>收入：</b>分析师平均预测销售额为439.3亿美元，比一年前的371.5亿美元有所改善，此前微软预测营收为433亿美元至442亿美元。Estimize贡献者预计销售额为448.8亿美元。</blockquote></p><p> Analyst expect $16.52 billion in sales from the \"Intelligent Cloud\" segment, after Microsoft guided for $16.4 billion to $16.65 billion; $14.67 billion in sales from the cloud-software-focused \"Productivity and Business Solutions\" segment, after a forecast of $14.5 billion to $14.75 billion; and $12.72 billion from \"More Personal Computing,\" after guidance for sales of $12.4 billion to $12.8 billion.</p><p><blockquote>分析师预计“智能云”部门的销售额为165.2亿美元，此前微软的预期为164亿至166.5亿美元；以云软件为重点的“生产力和业务解决方案”部门的销售额为146.7亿美元，此前预测为145亿至147.5亿美元；127.2亿美元来自“更多个人计算”，此前销售额指引为124亿至128亿美元。</blockquote></p><p></p><p> <b>Stock movement: </b>Microsoft shares have declined in the session following earnings releases in four of the past five quarters, though the last decline was only by 0.1%. The stock has increased 8.1% in the past three months and 45.2% in the past year, as the S&amp;P 500 index has grown by 4.1% and 31.6% in those periods, respectively.</p><p><blockquote><b>股票变动：</b>过去五个季度中有四个季度发布财报后，微软股价均出现下跌，但上一次跌幅仅为0.1%。该股在过去三个月上涨了8.1%，在过去一年上涨了45.2%，而标普500指数在此期间分别上涨了4.1%和31.6%。</blockquote></p><p> <b>What analysts are saying</b></p><p><blockquote><b>分析师怎么说</b></blockquote></p><p> Analysts are in pretty universal agreement about Microsoft's current position. According to FactSet tracking, 33 out of 36 analysts rate the stock the equivalent of a buy, while the other three rate it as a hold.</p><p><blockquote>分析师们对微软目前的立场相当一致。根据FactSet的跟踪，36名分析师中有33名分析师将该股评级为买入，而另外3名分析师将其评级为持有。</blockquote></p><p> \"Currently trading at 27x our CY23 GAAP EPS estimates, Microsoft represents a rare combination of strong secular positioning and reasonable valuation within the software space,\" wrote the Morgan Stanley analysts, who rate the shares overweight with a price target of $331.</p><p><blockquote>摩根士丹利分析师写道：“微软目前的交易价格是我们23年GAAP每股收益预期的27倍，代表了软件领域强劲的长期定位和合理估值的罕见组合。”摩根士丹利分析师对跑赢大盘股票的评级为331美元。</blockquote></p><p> The once concern seems to be the durability of the current growth trajectory, which is why the Nuance acquisition and increased pricing of Office 365 is seen as key to the stock continuing to rise.</p><p><blockquote>曾经的担忧似乎是当前增长轨迹的持久性，这就是为什么收购Nuance和提高Office 365的定价被视为该股继续上涨的关键。</blockquote></p><p> \"Comps get progressively tougher throughout FY22, which should be met by Microsoft's durable growth portfolio of Azure/Security/Teams,\" wrote Jeffries analysts, who have an outperform rating and recently raised their price target to $375 from $345. \"Key items to watch are elevated expectations (Azure high 40s reported), integration with Nuance and increased security investments.\"</p><p><blockquote>Jeffries分析师写道：“整个22财年，竞争将逐渐变得更加严峻，微软Azure/Security/Teams的持久增长投资组合应该可以满足这一需求。”他们给予跑赢大盘评级，最近将目标价从345美元上调至375美元。“值得关注的关键项目是期望提高（据报道Azure High 40）、与Nuance的集成以及安全投资的增加。”</blockquote></p><p> Microsoft has benefitted from the pandemic, as companies have relied on cloud-computing power and software to keep teams connected while working remotely. But Microsoft bull and Wedbush analyst Daniel Ives does not see a return to the office as a sign that the boom will end.</p><p><blockquote>微软从疫情中受益，因为公司依靠云计算能力和软件在远程工作时保持团队联系。但微软牛市和Wedbush分析师Daniel Ives并不认为重返办公室是繁荣将结束的迹象。</blockquote></p><p> \"We believe the Street's view of moderating cloud growth on the other side of this WFH cycle is contrary to the deal activity Microsoft is seeing in the field,\" Ives, with an outperform rating and $375 price target, wrote in a preview of the report. \"While we have seen the momentum of this backdrop in the last few years, we believe deal flow looks incrementally strong (Office 365/Azure combo deals in particular) heading into FY22 as we estimate that Microsoft is still only 35% through penetrating its unparalleled installed base on the cloud transition.\"</p><p><blockquote>Ives在报告预览中写道：“我们认为，华尔街对在家办公周期另一端云增长放缓的看法与微软在该领域看到的交易活动相反。”Ives给予跑赢大盘评级，目标价为375美元。“虽然我们在过去几年中看到了这种背景的势头，但我们相信，进入2022财年，交易流看起来将逐渐强劲（尤其是Office 365/Azure组合交易），因为我们估计微软在渗透其无与伦比的基础上仍仅占35%云过渡的安装基础。”</blockquote></p><p> Stifel analysts, with a buy rating and $325 price target, concurred.</p><p><blockquote>Stifel分析师对此表示赞同，给予买入评级和325美元的目标价。</blockquote></p><p> \"We continue to believe that the pandemic is forcing organizations to accelerate the pace of their cloud migrations and that Microsoft remains a key beneficiary of this modernization spend, especially around large new deal momentum, as its broad stack enables it to capture Tier 1 workloads previously out of reach,\" they wrote.</p><p><blockquote>“我们仍然认为，疫情正在迫使组织加快云迁移的步伐，微软仍然是这种现代化支出的主要受益者，特别是在巨大的新政势头下，因为其广泛的堆栈使其能够捕获以前无法实现的一级工作负载，”他们写道。</blockquote></p><p> The average price target on Microsoft stock as of Friday afternoon was $335.47, roughly 8.5% higher than the going rate.</p><p><blockquote>截至周五下午，微软股票的平均目标价为335.47美元，比现行汇率高出约8.5%。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.marketwatch.com/story/the-pc-slowdown-shouldnt-hurt-microsoft-earnings-and-heres-why-11635003215?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":{"MSFT":"微软"},"source_url":"https://www.marketwatch.com/story/the-pc-slowdown-shouldnt-hurt-microsoft-earnings-and-heres-why-11635003215?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2177489964","content_text":"Growth from Azure and other cloud products should mask over any disappointment from supply-chain issues affecting PC sales\nMicrosoft Corp. is scheduled to release fiscal first-quarter earnings after the bell on Tuesday.\nThe slowdown in personal computer sales due to supply-chain issues in recent months would have hurt Microsoft Corp. in past years, but the company's pivot to cloud computing and cloud software should insulate it from any earnings fallout.\nMicrosoft is scheduled to report its fiscal first-quarter earnings on Tuesday afternoon, as it rolls out its new Windows 11 operating system and PC makers struggle to deliver new machines. While the Microsoft of Bill Gates and Steve Ballmer would have faced a lot of Wall Street pessimism if PC shipments were mangled and a new operating system was not quickly adopted, Satya Nadella's Microsoft should be just fine.\nThat is because analysts and investors are mostly focused on Azure, Microsoft's cloud-computing answer to Amazon.com Inc.'s Amazon Web Services, as well as cloud-software offerings, decreasing the importance of Microsoft's PC business.\n\"Sustained digital transformation momentum should offset the impact from mixed PC unit shipment estimates from IDC and Gartner,\" Morgan Stanley analysts wrote in a preview of the report, later adding, \"While our negative growth outlook for Windows OEM pressures our longer term earnings expectation for Microsoft, we also note Windows OEM overall represents a decreasing mix of overall Microsoft revenue and gross profit.\"\nAzure has made sure that Windows' importance to Microsoft has decreased. The fast-growing cloud business is at the top of every analyst note about Microsoft, and analysts expect revenue to grow in the mid-40% range. (Microsoft does not disclose Azure performance except for percentage gain, despite AWS and Google (GOOGL) Cloud providing full revenue and operating profits for their competitive services).\n\"Fundamentally, ramping contribution from previously signed long-term Azure deals, continued Cloud migrations post-COVID, Microsoft's intensifying focus on Cloud verticalization and strong Microsoft 365 seat growth can sustain durable longer-term Azure growth,\" the Morgan Stanley analysts wrote.\nThere are factors that could add to Microsoft's growth as well, especially in the forecast. The $19.7 billion acquisition of health-care-focused company Nuance is expected to close before the end of the calendar year, and Microsoft recently disclosed that its cloud-based revenue would dump into the same revenue bucket as Azure.\nWhile Microsoft did not disclose exactly how much that would mean, UBS analysts said in September that prior Nuance disclosures and a call they had with the company's investor relations team led them to estimate that about 46% of Nuance's revenue would be cloud-based. They estimated that would mean roughly $91 million in additional sales for Microsoft's cloud division in the fiscal second quarter, if the full quarter were to be included.\nAnother bump could be coming in the future from increased prices for Microsoft's most popular cloud software offering, Office 365. Microsoft is increasing prices more than 10% across the board for the product, which the company described as \"the first substantive pricing update since we launched Office 365 a decade ago,\" which also gives analysts confidence that Microsoft can withstand any supply-chain pressures on the PC market.\nWhat to expect\nEarnings: Analysts on average expect Microsoft to report earnings of $2.08 a share, up from $1.82 a share a year ago. Contributors to Estimize -- a crowdsourcing platform that gathers estimates from Wall Street analysts as well as buy-side analysts, fund managers, company executives, academics and others -- predict earnings of $2.22 a share.\nRevenue: Analysts on average were modeling sales of $43.93 billion, which would be an improvement from $37.15 billion a year ago, after Microsoft forecast revenue of $43.3 billion to $44.2 billion. Estimize contributors expect $44.88 billion in sales.\nAnalyst expect $16.52 billion in sales from the \"Intelligent Cloud\" segment, after Microsoft guided for $16.4 billion to $16.65 billion; $14.67 billion in sales from the cloud-software-focused \"Productivity and Business Solutions\" segment, after a forecast of $14.5 billion to $14.75 billion; and $12.72 billion from \"More Personal Computing,\" after guidance for sales of $12.4 billion to $12.8 billion.\nStock movement: Microsoft shares have declined in the session following earnings releases in four of the past five quarters, though the last decline was only by 0.1%. The stock has increased 8.1% in the past three months and 45.2% in the past year, as the S&P 500 index has grown by 4.1% and 31.6% in those periods, respectively.\nWhat analysts are saying\nAnalysts are in pretty universal agreement about Microsoft's current position. According to FactSet tracking, 33 out of 36 analysts rate the stock the equivalent of a buy, while the other three rate it as a hold.\n\"Currently trading at 27x our CY23 GAAP EPS estimates, Microsoft represents a rare combination of strong secular positioning and reasonable valuation within the software space,\" wrote the Morgan Stanley analysts, who rate the shares overweight with a price target of $331.\nThe once concern seems to be the durability of the current growth trajectory, which is why the Nuance acquisition and increased pricing of Office 365 is seen as key to the stock continuing to rise.\n\"Comps get progressively tougher throughout FY22, which should be met by Microsoft's durable growth portfolio of Azure/Security/Teams,\" wrote Jeffries analysts, who have an outperform rating and recently raised their price target to $375 from $345. \"Key items to watch are elevated expectations (Azure high 40s reported), integration with Nuance and increased security investments.\"\nMicrosoft has benefitted from the pandemic, as companies have relied on cloud-computing power and software to keep teams connected while working remotely. But Microsoft bull and Wedbush analyst Daniel Ives does not see a return to the office as a sign that the boom will end.\n\"We believe the Street's view of moderating cloud growth on the other side of this WFH cycle is contrary to the deal activity Microsoft is seeing in the field,\" Ives, with an outperform rating and $375 price target, wrote in a preview of the report. \"While we have seen the momentum of this backdrop in the last few years, we believe deal flow looks incrementally strong (Office 365/Azure combo deals in particular) heading into FY22 as we estimate that Microsoft is still only 35% through penetrating its unparalleled installed base on the cloud transition.\"\nStifel analysts, with a buy rating and $325 price target, concurred.\n\"We continue to believe that the pandemic is forcing organizations to accelerate the pace of their cloud migrations and that Microsoft remains a key beneficiary of this modernization spend, especially around large new deal momentum, as its broad stack enables it to capture Tier 1 workloads previously out of reach,\" they wrote.\nThe average price target on Microsoft stock as of Friday afternoon was $335.47, roughly 8.5% higher than the going rate.","news_type":1,"symbols_score_info":{"MSFT":0.9}},"isVote":1,"tweetType":1,"viewCount":3557,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":879808597,"gmtCreate":1636697724557,"gmtModify":1636697725508,"author":{"id":"3578561972068295","authorId":"3578561972068295","name":"Eskay_Tew","avatar":"https://static.tigerbbs.com/c955d556458f3e647eb3cbf75c2f8f54","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578561972068295","idStr":"3578561972068295"},"themes":[],"htmlText":"Great","listText":"Great","text":"Great","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/879808597","repostId":"1104158261","repostType":4,"isVote":1,"tweetType":1,"viewCount":3231,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}