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Fei99

Fei99

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2021-06-16

[流泪]

2021-06-02

Both also good

Apple Stock Vs. Google Stock: Which Is The Better Buy?<blockquote>苹果股票与谷歌股票：哪个更值得购买？</blockquote>

2021-05-15

Good

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2021-05-14

Good news

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2021-05-14

Good

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2021-05-12

$Altimeter Growth Corp.(AGC)$coming back

2021-05-08

Ok

Cheap Stocks To Buy? 4 Cloud Computing Stocks To Know<blockquote>买便宜的股票？需要了解的4只云计算股票</blockquote>

2021-05-08

Good!

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Google Stock: Which Is The Better Buy?<blockquote>苹果股票与谷歌股票：哪个更值得购买？</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1152687413","media":"seekingalpha","summary":"Summary\n\nApple is generally the most owned stock by retail investors at any given time. Google, also","content":"<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul>  <li>Apple is generally the most owned stock by retail investors at any given time. Google, also known as Alphabet, is a favorite of institutional investors.</li>  <li>Both companies have made tens of thousands of employees and shareholders multi-millionaires, but going forward, I believe one stock offers better prospects than the other.</li>  <li>I compare Apple and Google on valuation, growth prospects, institutional ownership, and volatility.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c1d1935740482372c9374a4036065586\" tg-width=\"768\" tg-height=\"511\"><span>Photo by dicus63/iStock via Getty Images</span></p><p><blockquote><ul><li>苹果通常是散户投资者在任何特定时间持有最多的股票。谷歌，也被称为Alphabet，是机构投资者的最爱。</li><li>两家公司都让数以万计的员工和股东成为了千万富翁，但展望未来，我相信一只股票比另一只股票提供了更好的前景。</li><li>我比较了苹果和谷歌的估值、增长前景、机构所有权和波动性。</li></ul><p class=\"t-img-caption\"><span>摄影：dicus63/iStock，来自Getty Images</span></p></blockquote></p><p> Apple (AAPL) and Google (GOOG) are two great American success stories, with each making tens of thousands of shareholders and employees multimillionaires. A 2012 analysis by&nbsp;<i>Reuters</i>&nbsp;ballparked the average Apple corporate employee as having vested over their career about&nbsp;$3.4 million in AAPL before taxes, today with the 10x higher share price but more employees to divide by, I would guess this number would probably be around $10-$20 million before taxes (with senior people obviously having earned more and junior having earned less). Google is known for being even more generous with stock grants. When the company went public, the<i>New York Times</i>reported that stock options made the company&nbsp;masseuse a multi-millionaire, among many other employees. Google and Apple created great wealth, but Microsoft (MSFT) takes the cake for employee millionaires,creating over 10,000 millionaires. As fate would have it, my dad lived in Seattle in the 1980s when Microsoft was in its early days–he turned down a job offer from Microsoft for reasons unknown.</p><p><blockquote>苹果（AAPL）和谷歌（GOOG）是美国两个伟大的成功故事，每一个都让数以万计的股东和员工成为千万富翁。2012年分析<i>路透社</i>据估计，苹果公司员工的平均职业生涯在AAPL的税前收益约为340万美元，如今股价上涨了10倍，但要除以更多员工，我猜这个数字可能在税前10-2000万美元左右（高年级学生显然挣得更多，低年级学生挣得更少）。众所周知，谷歌在股票授予方面更加慷慨。公司上市时，<i>纽约时报</i>报道称，股票期权使公司按摩师和许多其他员工成为千万富翁。谷歌和苹果创造了巨大的财富，但微软(MSFT)却为员工百万富翁锦上添花，创造了超过10,000名百万富翁。正如命运安排的那样，我父亲在20世纪80年代住在西雅图，当时微软正处于起步阶段——他拒绝了微软的一份工作，原因不明。</blockquote></p><p> Here in the<i>Seeking Alpha</i>comment section, there are more than a few shareholders who have become multi-millionaires from investing in technology stocks, especially Apple. Since 2004 (when Google went public), both Google and Apple have seen remarkable success, with Apple returning about $240 (including dividends) on a $1 investment as of my writing this, and Google returning $47. Google clearly executed its business plan well, but Apple hit a home run when they launched the best-selling product of all time (iPhone).</p><p><blockquote>在这里<i>寻求阿尔法</i>评论区，通过投资科技股成为千万富翁的股民不在少数，尤其是苹果。自2004年（谷歌上市）以来，谷歌和苹果都取得了显著的成功，截至我撰写本文时，苹果1美元投资回报约240美元（包括股息），谷歌回报47美元。谷歌显然很好地执行了它的商业计划，但苹果在推出有史以来最畅销的产品（iPhone）时打出了全垒打。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b68434cfa2b94b754cfa88ed1118e7ea\" tg-width=\"635\" tg-height=\"452\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据来自YCharts</span></p></blockquote></p><p> Their success didn't happen overnight, however, rather it accumulated over time. This gave savvy investors many chances (and second chances) to buy in and join in the party. Apple, in particular, did not see a linear path to success, the company we know today would barely be recognizable in 1997 (before the graph starts) when Steve Jobs returned to a company&nbsp;at the brink of bankruptcy. Google, on the other hand, executed far more quietly, with less drama, intrigue, and publicity.</p><p><blockquote>然而，他们的成功不是一夜之间发生的，而是随着时间的推移积累起来的。这给了精明的投资者很多机会（和第二次机会）买入并加入这个派对。尤其是苹果，他没有看到通往成功的线性路径，我们今天所知道的公司在1997年（图表开始之前）几乎认不出来，当时史蒂夫·乔布斯回到了一家濒临破产的公司。另一方面，谷歌的执行要安静得多，没有那么戏剧性、阴谋和宣传。</blockquote></p><p> Let's start our analysis by looking at valuations for both Apple and Google.</p><p><blockquote>让我们从苹果和谷歌的估值开始我们的分析。</blockquote></p><p> <b>Valuation: Apple Vs. Google</b></p><p><blockquote><b>估值：苹果与谷歌</b></blockquote></p><p> Apple currently trades for&nbsp;24x 2021 earnings estimates. For reference, the S&amp;P 500 (SPY) trades for about 21.5x earnings.</p><p><blockquote>苹果目前的交易价格为2021年盈利预期的24倍。作为参考，标普500（SPDR标普500指数ETF）的市盈率约为21.5倍。</blockquote></p><p> <ul>  <li>For most of the past decade, Apple has traded between&nbsp;10x and 20x earnings.</li>  <li>As recently as 2018, Apple traded for 12-13x earnings.</li>  <li>Apple's valuation has risen in large part due to the growth in its services segment, which allows Apple to make money from existing iPhones rather than having to go out and sell tons of new phones every year.</li>  <li>Apple probably deserves to trade at a higher valuation than before, but 24x seems a little high to me because their growth in earnings per share has been driven in large part by share buybacks (which require a low valuation to be very effective in the long run), and while overall&nbsp;net income for the company has grown over the last 5 years, it has been a bumpy ride–one that was helped greatly by the cut in the US corporate tax rate in 2017.</li> </ul> Google Class A stock (GOOGL),which is the class you should buy&nbsp;currently trades for 27x its 2021 earnings estimates.</p><p><blockquote><ul><li>在过去十年的大部分时间里，苹果的市盈率在10倍到20倍之间。</li><li>就在2018年，苹果的市盈率为12-13倍。</li><li>苹果的估值上升很大程度上是由于其服务部门的增长，这使得苹果能够从现有的iPhone中赚钱，而不必每年出去销售大量的新手机。</li><li>苹果可能应该以比以前更高的估值进行交易，但24倍对我来说似乎有点高，因为他们每股收益的增长在很大程度上是由股票回购推动的（从长远来看，这需要较低的估值才能非常有效）），虽然该公司的整体净利润在过去5年中有所增长，但这是一段坎坷的旅程——这在很大程度上得益于2017年美国企业税率的下调。</li></ul>谷歌A类股票（GOOGL）是您应该购买的类别，目前的交易价格是其2021年盈利预期的27倍。</blockquote></p><p> <ul>  <li>Googlehas generally tradedat 20-30x earnings in the past decade.</li>  <li>Google is a lot more of a traditional growth stock in the smoothness and growth rate over recent years.</li>  <li>Google's P/E ratio has declined over time as the company has grown larger, while Apple's has increased.</li>  <li>Google has a higher expected earnings growth rate than Apple does.</li> </ul> <b>Apple Vs. Google Earnings Growth Prospects</b></p><p><blockquote><ul><li>过去十年，谷歌的市盈率通常为20-30倍。</li><li>近年来，谷歌的平稳性和增长率更像是一只传统的成长型股票。</li><li>随着时间的推移，谷歌的市盈率随着公司规模的扩大而下降，而苹果的市盈率则有所上升。</li><li>谷歌的预期盈利增长率高于苹果。</li></ul><b>苹果与谷歌盈利增长前景</b></blockquote></p><p> Apple's best bet for growth is to sell a ton of iPhones to consumers and then get them paying for services, which they've been successful at doing thus far in the 2020s. Consensus analyst estimates for Apple go out to 2023, and they show growth, but nothing crazy. Estimates have risen greatly since the pandemic lows.</p><p><blockquote>苹果增长的最佳选择是向消费者销售大量iPhone，然后让他们为服务付费，这是他们在2020年代迄今为止成功做到的。分析师对苹果的普遍预测是到2023年，它们显示出增长，但没有什么疯狂的。自大流行低点以来，估计已大幅上升。</blockquote></p><p></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b0a757e1d090a7852ba8eea5d581221c\" tg-width=\"635\" tg-height=\"436\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据来自YCharts</span></p></blockquote></p><p> One irony of Apple's services revenue is that Google is their largest customer, paying somewhere in the neighborhood of a billion dollars per month to be the default search engine on iPhones. Apple essentially collects a royalty on its iPhones from Google, but how Google makes its money is interesting as well, from selling ads. Apple&nbsp;has discussed starting their own search engine, but they would give up the passive money Google gives them, which is pure profit for Apple and around 15-20 percent of its net income, for the entire company. One potential downside risk for both companies is that the US government declares them to be monopolies and breaks them up in one way or another. I view this as a remote possibility, but a possibility nonetheless.</p><p><blockquote>苹果服务收入的一个讽刺是，谷歌是他们最大的客户，每月支付近10亿美元成为iPhones上的默认搜索引擎。苹果基本上是从谷歌那里收取iPhone的版税，但谷歌通过销售广告赚钱的方式也很有趣。苹果已经讨论过启动自己的搜索引擎，但他们将放弃谷歌给他们的被动资金，这是苹果的纯利润，约占整个公司净利润的15-20%。这两家公司的一个潜在下行风险是，美国政府宣布它们为垄断企业，并以这样或那样的方式拆分它们。我认为这是一个遥远的可能性，但仍然是一个可能性。</blockquote></p><p> According to analysts, Google's growth prospects are sunnier, with advertising revenue expected to grow more or less like clockwork over time.</p><p><blockquote>分析师表示，谷歌的增长前景更加光明，随着时间的推移，广告收入预计将或多或少像时钟一样增长。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d4b74f5aab048ea890930972845c281d\" tg-width=\"635\" tg-height=\"436\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据来自YCharts</span></p></blockquote></p><p> Google is expected to see healthy growth in revenue and net income, and fundamentally, there are continued tailwinds for earnings.</p><p><blockquote>谷歌预计收入和净利润将健康增长，从根本上说，盈利将持续有利。</blockquote></p><p> <ul>  <li>The pandemic helped Google as advertisers found that Google, YouTube, etc. is a more effective way to advertise than traditional outlets like TV.</li>  <li>As more people globally get internet access and the global economies grow, Google benefits from a double tailwind.</li> </ul> <b>AAPL Vs. GOOGL: Institutional Ownership and Volatility</b></p><p><blockquote><ul><li>疫情帮助了谷歌，因为广告商发现谷歌、YouTube等。是一种比电视等传统媒体更有效的广告方式。</li><li>随着全球越来越多的人接入互联网和全球经济的增长，谷歌受益于双重顺风。</li></ul><b>AAPL与GOOGL：机构所有权和波动性</b></blockquote></p><p> Back when&nbsp;Robintrack&nbsp;still had data, it generally indicated that Apple was the most widely held stock by retail investors. On<i>Seeking Alpha</i>, Apple has the greatest number of followers of any ticker, so I generally think that Apple is the most commonly held stock by retail investors. Retail investors have strange taste in stocks, besides Apple, they generally love automakers and airlines, as well as whatever is going up the fastest at the moment, be it Dogecoin (DOGE-USD),AMC, or GameStop(NYSE:GME). In the case of Apple, anyone who bought and held would have made a killing. Another factor that kept retail investors out of Google in the past is the high share price. Many of the best-performing stocks in the market have high share prices because they don't split their stock. With fractional shares today, this is far less of an issue.</p><p><blockquote>当Robintrack还有数据时，它通常表明苹果是散户投资者持有最广泛的股票。在<i>寻求阿尔法</i>，苹果拥有所有股票中最多的关注者，所以我通常认为苹果是散户投资者最常持有的股票。散户投资者对股票的品味很奇怪，除了苹果之外，他们通常喜欢汽车制造商和航空公司，以及目前上涨最快的股票，无论是狗狗币（DOGE-USD）、AMC还是游戏驿站（NYSE：GME）。就苹果而言，任何买入并持有的人都会大赚一笔。过去让散户投资者远离谷歌的另一个因素是股价高企。市场上许多表现最好的股票之所以股价很高，是因为它们不拆股。对于今天的碎股来说，这已经不是什么问题了。</blockquote></p><p> Institutional investors like university endowments and pension funds have their own biases, but overall they tend to invest in the fastest-growing stocks.Popular stocks with institutional investors&nbsp;are perennial favorites like PayPal(NASDAQ:PYPL), Google, Visa(NYSE:V), and Mastercard(NYSE:MA). Google is one of the most popular stocks among institutional investors, while Apple is one of the most popular stocks with retail investors. I owned Apple stock for a long time, but with the current valuation, I'd honestly like to see it at or below $100 before I'd commit money to it. With Google, the current valuation may look high, but growth in earnings could easily make the purchase price look like a bargain 2-3 years down the road.</p><p><blockquote>大学捐赠基金和养老基金等机构投资者有自己的偏见，但总体而言，他们倾向于投资增长最快的股票。受机构投资者欢迎的股票是PayPal（纳斯达克股票代码：PYPL）、谷歌、Visa（纽约证券交易所股票代码：V）和万事达卡（纽约证券交易所股票代码：MA）等长期受欢迎的股票。谷歌是最受机构投资者欢迎的股票之一，而苹果是最受散户投资者欢迎的股票之一。我持有苹果股票很长时间了，但以目前的估值，老实说，我希望在投资之前看到它达到或低于100美元。对于谷歌来说，目前的估值可能看起来很高，但盈利的增长很容易让2-3年后的收购价格看起来很便宜。</blockquote></p><p> Apple is more volatile than Google, and this effect has increased in recent years. Apple's&nbsp;worst drawdown&nbsp;in the past decade is about 40 percent, while Google's worst drawdown is about 28 percent. I'd give an advantage to Google here.</p><p><blockquote>苹果的波动性比谷歌更大，而且这种效应近年来有所增加。苹果在过去十年中最严重的缩水约为40%，而谷歌最严重的缩水约为28%。我会给谷歌一个优势。</blockquote></p><p> <b>Conclusion</b></p><p><blockquote><b>结论</b></blockquote></p><p> Apple and Google are both popular tech stocks. Apple is a fan favorite with retail investors, while Google is popular with institutions. Both trade for slightly higher valuations than the S&amp;P 500 as a whole, and Google is slightly more expensive relative to earnings than Apple. The analyst consensus is that Google has better growth prospects than Apple at the moment, and I agree with this. Apple has returned more than Google has since Google became publicly traded in 2004. Apple stock is more volatile than Google and has historically seen more drawdowns and threats to its business.</p><p><blockquote>苹果和谷歌都是受欢迎的科技股。苹果是散户投资者的最爱，而谷歌则受到机构的欢迎。两者的估值均略高于整个标普500，而相对于盈利而言，谷歌的估值略高于苹果。分析师的共识是，谷歌目前的增长前景比苹果更好，我同意这一点。自2004年谷歌上市以来，苹果的回报超过了谷歌。苹果股票的波动性比谷歌更大，历史上其业务也经历过更多的回撤和威胁。</blockquote></p><p> Overall, I find Google a buy at current prices and would wait for a pullback to $100 to buy Apple.</p><p><blockquote>总体而言，我认为谷歌以当前价格值得买入，并会等待股价回落至100美元后再买入苹果。</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 Stock Vs. Google Stock: Which Is The Better Buy?<blockquote>苹果股票与谷歌股票：哪个更值得购买？</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 Stock Vs. Google Stock: Which Is The Better Buy?<blockquote>苹果股票与谷歌股票：哪个更值得购买？</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">seekingalpha</strong><span class=\"h-time small\">2021-06-02 17:02</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul>  <li>Apple is generally the most owned stock by retail investors at any given time. Google, also known as Alphabet, is a favorite of institutional investors.</li>  <li>Both companies have made tens of thousands of employees and shareholders multi-millionaires, but going forward, I believe one stock offers better prospects than the other.</li>  <li>I compare Apple and Google on valuation, growth prospects, institutional ownership, and volatility.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c1d1935740482372c9374a4036065586\" tg-width=\"768\" tg-height=\"511\"><span>Photo by dicus63/iStock via Getty Images</span></p><p><blockquote><ul><li>苹果通常是散户投资者在任何特定时间持有最多的股票。谷歌，也被称为Alphabet，是机构投资者的最爱。</li><li>两家公司都让数以万计的员工和股东成为了千万富翁，但展望未来，我相信一只股票比另一只股票提供了更好的前景。</li><li>我比较了苹果和谷歌的估值、增长前景、机构所有权和波动性。</li></ul><p class=\"t-img-caption\"><span>摄影：dicus63/iStock，来自Getty Images</span></p></blockquote></p><p> Apple (AAPL) and Google (GOOG) are two great American success stories, with each making tens of thousands of shareholders and employees multimillionaires. A 2012 analysis by&nbsp;<i>Reuters</i>&nbsp;ballparked the average Apple corporate employee as having vested over their career about&nbsp;$3.4 million in AAPL before taxes, today with the 10x higher share price but more employees to divide by, I would guess this number would probably be around $10-$20 million before taxes (with senior people obviously having earned more and junior having earned less). Google is known for being even more generous with stock grants. When the company went public, the<i>New York Times</i>reported that stock options made the company&nbsp;masseuse a multi-millionaire, among many other employees. Google and Apple created great wealth, but Microsoft (MSFT) takes the cake for employee millionaires,creating over 10,000 millionaires. As fate would have it, my dad lived in Seattle in the 1980s when Microsoft was in its early days–he turned down a job offer from Microsoft for reasons unknown.</p><p><blockquote>苹果（AAPL）和谷歌（GOOG）是美国两个伟大的成功故事，每一个都让数以万计的股东和员工成为千万富翁。2012年分析<i>路透社</i>据估计，苹果公司员工的平均职业生涯在AAPL的税前收益约为340万美元，如今股价上涨了10倍，但要除以更多员工，我猜这个数字可能在税前10-2000万美元左右（高年级学生显然挣得更多，低年级学生挣得更少）。众所周知，谷歌在股票授予方面更加慷慨。公司上市时，<i>纽约时报</i>报道称，股票期权使公司按摩师和许多其他员工成为千万富翁。谷歌和苹果创造了巨大的财富，但微软(MSFT)却为员工百万富翁锦上添花，创造了超过10,000名百万富翁。正如命运安排的那样，我父亲在20世纪80年代住在西雅图，当时微软正处于起步阶段——他拒绝了微软的一份工作，原因不明。</blockquote></p><p> Here in the<i>Seeking Alpha</i>comment section, there are more than a few shareholders who have become multi-millionaires from investing in technology stocks, especially Apple. Since 2004 (when Google went public), both Google and Apple have seen remarkable success, with Apple returning about $240 (including dividends) on a $1 investment as of my writing this, and Google returning $47. Google clearly executed its business plan well, but Apple hit a home run when they launched the best-selling product of all time (iPhone).</p><p><blockquote>在这里<i>寻求阿尔法</i>评论区，通过投资科技股成为千万富翁的股民不在少数，尤其是苹果。自2004年（谷歌上市）以来，谷歌和苹果都取得了显著的成功，截至我撰写本文时，苹果1美元投资回报约240美元（包括股息），谷歌回报47美元。谷歌显然很好地执行了它的商业计划，但苹果在推出有史以来最畅销的产品（iPhone）时打出了全垒打。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b68434cfa2b94b754cfa88ed1118e7ea\" tg-width=\"635\" tg-height=\"452\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据来自YCharts</span></p></blockquote></p><p> Their success didn't happen overnight, however, rather it accumulated over time. This gave savvy investors many chances (and second chances) to buy in and join in the party. Apple, in particular, did not see a linear path to success, the company we know today would barely be recognizable in 1997 (before the graph starts) when Steve Jobs returned to a company&nbsp;at the brink of bankruptcy. Google, on the other hand, executed far more quietly, with less drama, intrigue, and publicity.</p><p><blockquote>然而，他们的成功不是一夜之间发生的，而是随着时间的推移积累起来的。这给了精明的投资者很多机会（和第二次机会）买入并加入这个派对。尤其是苹果，他没有看到通往成功的线性路径，我们今天所知道的公司在1997年（图表开始之前）几乎认不出来，当时史蒂夫·乔布斯回到了一家濒临破产的公司。另一方面，谷歌的执行要安静得多，没有那么戏剧性、阴谋和宣传。</blockquote></p><p> Let's start our analysis by looking at valuations for both Apple and Google.</p><p><blockquote>让我们从苹果和谷歌的估值开始我们的分析。</blockquote></p><p> <b>Valuation: Apple Vs. Google</b></p><p><blockquote><b>估值：苹果与谷歌</b></blockquote></p><p> Apple currently trades for&nbsp;24x 2021 earnings estimates. For reference, the S&amp;P 500 (SPY) trades for about 21.5x earnings.</p><p><blockquote>苹果目前的交易价格为2021年盈利预期的24倍。作为参考，标普500（SPDR标普500指数ETF）的市盈率约为21.5倍。</blockquote></p><p> <ul>  <li>For most of the past decade, Apple has traded between&nbsp;10x and 20x earnings.</li>  <li>As recently as 2018, Apple traded for 12-13x earnings.</li>  <li>Apple's valuation has risen in large part due to the growth in its services segment, which allows Apple to make money from existing iPhones rather than having to go out and sell tons of new phones every year.</li>  <li>Apple probably deserves to trade at a higher valuation than before, but 24x seems a little high to me because their growth in earnings per share has been driven in large part by share buybacks (which require a low valuation to be very effective in the long run), and while overall&nbsp;net income for the company has grown over the last 5 years, it has been a bumpy ride–one that was helped greatly by the cut in the US corporate tax rate in 2017.</li> </ul> Google Class A stock (GOOGL),which is the class you should buy&nbsp;currently trades for 27x its 2021 earnings estimates.</p><p><blockquote><ul><li>在过去十年的大部分时间里，苹果的市盈率在10倍到20倍之间。</li><li>就在2018年，苹果的市盈率为12-13倍。</li><li>苹果的估值上升很大程度上是由于其服务部门的增长，这使得苹果能够从现有的iPhone中赚钱，而不必每年出去销售大量的新手机。</li><li>苹果可能应该以比以前更高的估值进行交易，但24倍对我来说似乎有点高，因为他们每股收益的增长在很大程度上是由股票回购推动的（从长远来看，这需要较低的估值才能非常有效）），虽然该公司的整体净利润在过去5年中有所增长，但这是一段坎坷的旅程——这在很大程度上得益于2017年美国企业税率的下调。</li></ul>谷歌A类股票（GOOGL）是您应该购买的类别，目前的交易价格是其2021年盈利预期的27倍。</blockquote></p><p> <ul>  <li>Googlehas generally tradedat 20-30x earnings in the past decade.</li>  <li>Google is a lot more of a traditional growth stock in the smoothness and growth rate over recent years.</li>  <li>Google's P/E ratio has declined over time as the company has grown larger, while Apple's has increased.</li>  <li>Google has a higher expected earnings growth rate than Apple does.</li> </ul> <b>Apple Vs. Google Earnings Growth Prospects</b></p><p><blockquote><ul><li>过去十年，谷歌的市盈率通常为20-30倍。</li><li>近年来，谷歌的平稳性和增长率更像是一只传统的成长型股票。</li><li>随着时间的推移，谷歌的市盈率随着公司规模的扩大而下降，而苹果的市盈率则有所上升。</li><li>谷歌的预期盈利增长率高于苹果。</li></ul><b>苹果与谷歌盈利增长前景</b></blockquote></p><p> Apple's best bet for growth is to sell a ton of iPhones to consumers and then get them paying for services, which they've been successful at doing thus far in the 2020s. Consensus analyst estimates for Apple go out to 2023, and they show growth, but nothing crazy. Estimates have risen greatly since the pandemic lows.</p><p><blockquote>苹果增长的最佳选择是向消费者销售大量iPhone，然后让他们为服务付费，这是他们在2020年代迄今为止成功做到的。分析师对苹果的普遍预测是到2023年，它们显示出增长，但没有什么疯狂的。自大流行低点以来，估计已大幅上升。</blockquote></p><p></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b0a757e1d090a7852ba8eea5d581221c\" tg-width=\"635\" tg-height=\"436\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据来自YCharts</span></p></blockquote></p><p> One irony of Apple's services revenue is that Google is their largest customer, paying somewhere in the neighborhood of a billion dollars per month to be the default search engine on iPhones. Apple essentially collects a royalty on its iPhones from Google, but how Google makes its money is interesting as well, from selling ads. Apple&nbsp;has discussed starting their own search engine, but they would give up the passive money Google gives them, which is pure profit for Apple and around 15-20 percent of its net income, for the entire company. One potential downside risk for both companies is that the US government declares them to be monopolies and breaks them up in one way or another. I view this as a remote possibility, but a possibility nonetheless.</p><p><blockquote>苹果服务收入的一个讽刺是，谷歌是他们最大的客户，每月支付近10亿美元成为iPhones上的默认搜索引擎。苹果基本上是从谷歌那里收取iPhone的版税，但谷歌通过销售广告赚钱的方式也很有趣。苹果已经讨论过启动自己的搜索引擎，但他们将放弃谷歌给他们的被动资金，这是苹果的纯利润，约占整个公司净利润的15-20%。这两家公司的一个潜在下行风险是，美国政府宣布它们为垄断企业，并以这样或那样的方式拆分它们。我认为这是一个遥远的可能性，但仍然是一个可能性。</blockquote></p><p> According to analysts, Google's growth prospects are sunnier, with advertising revenue expected to grow more or less like clockwork over time.</p><p><blockquote>分析师表示，谷歌的增长前景更加光明，随着时间的推移，广告收入预计将或多或少像时钟一样增长。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d4b74f5aab048ea890930972845c281d\" tg-width=\"635\" tg-height=\"436\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据来自YCharts</span></p></blockquote></p><p> Google is expected to see healthy growth in revenue and net income, and fundamentally, there are continued tailwinds for earnings.</p><p><blockquote>谷歌预计收入和净利润将健康增长，从根本上说，盈利将持续有利。</blockquote></p><p> <ul>  <li>The pandemic helped Google as advertisers found that Google, YouTube, etc. is a more effective way to advertise than traditional outlets like TV.</li>  <li>As more people globally get internet access and the global economies grow, Google benefits from a double tailwind.</li> </ul> <b>AAPL Vs. GOOGL: Institutional Ownership and Volatility</b></p><p><blockquote><ul><li>疫情帮助了谷歌，因为广告商发现谷歌、YouTube等。是一种比电视等传统媒体更有效的广告方式。</li><li>随着全球越来越多的人接入互联网和全球经济的增长，谷歌受益于双重顺风。</li></ul><b>AAPL与GOOGL：机构所有权和波动性</b></blockquote></p><p> Back when&nbsp;Robintrack&nbsp;still had data, it generally indicated that Apple was the most widely held stock by retail investors. On<i>Seeking Alpha</i>, Apple has the greatest number of followers of any ticker, so I generally think that Apple is the most commonly held stock by retail investors. Retail investors have strange taste in stocks, besides Apple, they generally love automakers and airlines, as well as whatever is going up the fastest at the moment, be it Dogecoin (DOGE-USD),AMC, or GameStop(NYSE:GME). In the case of Apple, anyone who bought and held would have made a killing. Another factor that kept retail investors out of Google in the past is the high share price. Many of the best-performing stocks in the market have high share prices because they don't split their stock. With fractional shares today, this is far less of an issue.</p><p><blockquote>当Robintrack还有数据时，它通常表明苹果是散户投资者持有最广泛的股票。在<i>寻求阿尔法</i>，苹果拥有所有股票中最多的关注者，所以我通常认为苹果是散户投资者最常持有的股票。散户投资者对股票的品味很奇怪，除了苹果之外，他们通常喜欢汽车制造商和航空公司，以及目前上涨最快的股票，无论是狗狗币（DOGE-USD）、AMC还是游戏驿站（NYSE：GME）。就苹果而言，任何买入并持有的人都会大赚一笔。过去让散户投资者远离谷歌的另一个因素是股价高企。市场上许多表现最好的股票之所以股价很高，是因为它们不拆股。对于今天的碎股来说，这已经不是什么问题了。</blockquote></p><p> Institutional investors like university endowments and pension funds have their own biases, but overall they tend to invest in the fastest-growing stocks.Popular stocks with institutional investors&nbsp;are perennial favorites like PayPal(NASDAQ:PYPL), Google, Visa(NYSE:V), and Mastercard(NYSE:MA). Google is one of the most popular stocks among institutional investors, while Apple is one of the most popular stocks with retail investors. I owned Apple stock for a long time, but with the current valuation, I'd honestly like to see it at or below $100 before I'd commit money to it. With Google, the current valuation may look high, but growth in earnings could easily make the purchase price look like a bargain 2-3 years down the road.</p><p><blockquote>大学捐赠基金和养老基金等机构投资者有自己的偏见，但总体而言，他们倾向于投资增长最快的股票。受机构投资者欢迎的股票是PayPal（纳斯达克股票代码：PYPL）、谷歌、Visa（纽约证券交易所股票代码：V）和万事达卡（纽约证券交易所股票代码：MA）等长期受欢迎的股票。谷歌是最受机构投资者欢迎的股票之一，而苹果是最受散户投资者欢迎的股票之一。我持有苹果股票很长时间了，但以目前的估值，老实说，我希望在投资之前看到它达到或低于100美元。对于谷歌来说，目前的估值可能看起来很高，但盈利的增长很容易让2-3年后的收购价格看起来很便宜。</blockquote></p><p> Apple is more volatile than Google, and this effect has increased in recent years. Apple's&nbsp;worst drawdown&nbsp;in the past decade is about 40 percent, while Google's worst drawdown is about 28 percent. I'd give an advantage to Google here.</p><p><blockquote>苹果的波动性比谷歌更大，而且这种效应近年来有所增加。苹果在过去十年中最严重的缩水约为40%，而谷歌最严重的缩水约为28%。我会给谷歌一个优势。</blockquote></p><p> <b>Conclusion</b></p><p><blockquote><b>结论</b></blockquote></p><p> Apple and Google are both popular tech stocks. Apple is a fan favorite with retail investors, while Google is popular with institutions. Both trade for slightly higher valuations than the S&amp;P 500 as a whole, and Google is slightly more expensive relative to earnings than Apple. The analyst consensus is that Google has better growth prospects than Apple at the moment, and I agree with this. Apple has returned more than Google has since Google became publicly traded in 2004. Apple stock is more volatile than Google and has historically seen more drawdowns and threats to its business.</p><p><blockquote>苹果和谷歌都是受欢迎的科技股。苹果是散户投资者的最爱，而谷歌则受到机构的欢迎。两者的估值均略高于整个标普500，而相对于盈利而言，谷歌的估值略高于苹果。分析师的共识是，谷歌目前的增长前景比苹果更好，我同意这一点。自2004年谷歌上市以来，苹果的回报超过了谷歌。苹果股票的波动性比谷歌更大，历史上其业务也经历过更多的回撤和威胁。</blockquote></p><p> Overall, I find Google a buy at current prices and would wait for a pullback to $100 to buy Apple.</p><p><blockquote>总体而言，我认为谷歌以当前价格值得买入，并会等待股价回落至100美元后再买入苹果。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/article/4432451-google-stock-vs-apple-stock-better-buy\">seekingalpha</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":{"GOOG":"谷歌","AAPL":"苹果","GOOGL":"谷歌A"},"source_url":"https://seekingalpha.com/article/4432451-google-stock-vs-apple-stock-better-buy","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1152687413","content_text":"Summary\n\nApple is generally the most owned stock by retail investors at any given time. Google, also known as Alphabet, is a favorite of institutional investors.\nBoth companies have made tens of thousands of employees and shareholders multi-millionaires, but going forward, I believe one stock offers better prospects than the other.\nI compare Apple and Google on valuation, growth prospects, institutional ownership, and volatility.\n\nPhoto by dicus63/iStock via Getty Images\nApple (AAPL) and Google (GOOG) are two great American success stories, with each making tens of thousands of shareholders and employees multimillionaires. A 2012 analysis by Reuters ballparked the average Apple corporate employee as having vested over their career about $3.4 million in AAPL before taxes, today with the 10x higher share price but more employees to divide by, I would guess this number would probably be around $10-$20 million before taxes (with senior people obviously having earned more and junior having earned less). Google is known for being even more generous with stock grants. When the company went public, theNew York Timesreported that stock options made the company masseuse a multi-millionaire, among many other employees. Google and Apple created great wealth, but Microsoft (MSFT) takes the cake for employee millionaires,creating over 10,000 millionaires. As fate would have it, my dad lived in Seattle in the 1980s when Microsoft was in its early days–he turned down a job offer from Microsoft for reasons unknown.\nHere in theSeeking Alphacomment section, there are more than a few shareholders who have become multi-millionaires from investing in technology stocks, especially Apple. Since 2004 (when Google went public), both Google and Apple have seen remarkable success, with Apple returning about $240 (including dividends) on a $1 investment as of my writing this, and Google returning $47. Google clearly executed its business plan well, but Apple hit a home run when they launched the best-selling product of all time (iPhone).\nData by YCharts\nTheir success didn't happen overnight, however, rather it accumulated over time. This gave savvy investors many chances (and second chances) to buy in and join in the party. Apple, in particular, did not see a linear path to success, the company we know today would barely be recognizable in 1997 (before the graph starts) when Steve Jobs returned to a company at the brink of bankruptcy. Google, on the other hand, executed far more quietly, with less drama, intrigue, and publicity.\nLet's start our analysis by looking at valuations for both Apple and Google.\nValuation: Apple Vs. Google\nApple currently trades for 24x 2021 earnings estimates. For reference, the S&P 500 (SPY) trades for about 21.5x earnings.\n\nFor most of the past decade, Apple has traded between 10x and 20x earnings.\nAs recently as 2018, Apple traded for 12-13x earnings.\nApple's valuation has risen in large part due to the growth in its services segment, which allows Apple to make money from existing iPhones rather than having to go out and sell tons of new phones every year.\nApple probably deserves to trade at a higher valuation than before, but 24x seems a little high to me because their growth in earnings per share has been driven in large part by share buybacks (which require a low valuation to be very effective in the long run), and while overall net income for the company has grown over the last 5 years, it has been a bumpy ride–one that was helped greatly by the cut in the US corporate tax rate in 2017.\n\nGoogle Class A stock (GOOGL),which is the class you should buy currently trades for 27x its 2021 earnings estimates.\n\nGooglehas generally tradedat 20-30x earnings in the past decade.\nGoogle is a lot more of a traditional growth stock in the smoothness and growth rate over recent years.\nGoogle's P/E ratio has declined over time as the company has grown larger, while Apple's has increased.\nGoogle has a higher expected earnings growth rate than Apple does.\n\nApple Vs. Google Earnings Growth Prospects\nApple's best bet for growth is to sell a ton of iPhones to consumers and then get them paying for services, which they've been successful at doing thus far in the 2020s. Consensus analyst estimates for Apple go out to 2023, and they show growth, but nothing crazy. Estimates have risen greatly since the pandemic lows.\nData by YCharts\nOne irony of Apple's services revenue is that Google is their largest customer, paying somewhere in the neighborhood of a billion dollars per month to be the default search engine on iPhones. Apple essentially collects a royalty on its iPhones from Google, but how Google makes its money is interesting as well, from selling ads. Apple has discussed starting their own search engine, but they would give up the passive money Google gives them, which is pure profit for Apple and around 15-20 percent of its net income, for the entire company. One potential downside risk for both companies is that the US government declares them to be monopolies and breaks them up in one way or another. I view this as a remote possibility, but a possibility nonetheless.\nAccording to analysts, Google's growth prospects are sunnier, with advertising revenue expected to grow more or less like clockwork over time.\nData by YCharts\nGoogle is expected to see healthy growth in revenue and net income, and fundamentally, there are continued tailwinds for earnings.\n\nThe pandemic helped Google as advertisers found that Google, YouTube, etc. is a more effective way to advertise than traditional outlets like TV.\nAs more people globally get internet access and the global economies grow, Google benefits from a double tailwind.\n\nAAPL Vs. GOOGL: Institutional Ownership and Volatility\nBack when Robintrack still had data, it generally indicated that Apple was the most widely held stock by retail investors. OnSeeking Alpha, Apple has the greatest number of followers of any ticker, so I generally think that Apple is the most commonly held stock by retail investors. Retail investors have strange taste in stocks, besides Apple, they generally love automakers and airlines, as well as whatever is going up the fastest at the moment, be it Dogecoin (DOGE-USD),AMC, or GameStop(NYSE:GME). In the case of Apple, anyone who bought and held would have made a killing. Another factor that kept retail investors out of Google in the past is the high share price. Many of the best-performing stocks in the market have high share prices because they don't split their stock. With fractional shares today, this is far less of an issue.\nInstitutional investors like university endowments and pension funds have their own biases, but overall they tend to invest in the fastest-growing stocks.Popular stocks with institutional investors are perennial favorites like PayPal(NASDAQ:PYPL), Google, Visa(NYSE:V), and Mastercard(NYSE:MA). Google is one of the most popular stocks among institutional investors, while Apple is one of the most popular stocks with retail investors. I owned Apple stock for a long time, but with the current valuation, I'd honestly like to see it at or below $100 before I'd commit money to it. With Google, the current valuation may look high, but growth in earnings could easily make the purchase price look like a bargain 2-3 years down the road.\nApple is more volatile than Google, and this effect has increased in recent years. Apple's worst drawdown in the past decade is about 40 percent, while Google's worst drawdown is about 28 percent. I'd give an advantage to Google here.\nConclusion\nApple and Google are both popular tech stocks. Apple is a fan favorite with retail investors, while Google is popular with institutions. Both trade for slightly higher valuations than the S&P 500 as a whole, and Google is slightly more expensive relative to earnings than Apple. The analyst consensus is that Google has better growth prospects than Apple at the moment, and I agree with this. Apple has returned more than Google has since Google became publicly traded in 2004. Apple stock is more volatile than Google and has historically seen more drawdowns and threats to its business.\nOverall, I find Google a buy at current prices and would wait for a pullback to $100 to buy Apple.","news_type":1,"symbols_score_info":{"GOOGL":0.9,"GOOG":0.9,"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":634,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":196874212,"gmtCreate":1621045394636,"gmtModify":1634194336626,"author":{"id":"3581757019260170","authorId":"3581757019260170","name":"Fei99","avatar":"https://static.tigerbbs.com/2e3173edce6ea237022134d5d1691222","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581757019260170","idStr":"3581757019260170"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/196874212","repostId":"1187261016","repostType":2,"isVote":1,"tweetType":1,"viewCount":645,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":198495021,"gmtCreate":1620978252863,"gmtModify":1634194815192,"author":{"id":"3581757019260170","authorId":"3581757019260170","name":"Fei99","avatar":"https://static.tigerbbs.com/2e3173edce6ea237022134d5d1691222","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581757019260170","idStr":"3581757019260170"},"themes":[],"htmlText":"Good news","listText":"Good news","text":"Good news","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/198495021","repostId":"2135767756","repostType":2,"isVote":1,"tweetType":1,"viewCount":577,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":198492928,"gmtCreate":1620978156164,"gmtModify":1634194815752,"author":{"id":"3581757019260170","authorId":"3581757019260170","name":"Fei99","avatar":"https://static.tigerbbs.com/2e3173edce6ea237022134d5d1691222","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581757019260170","idStr":"3581757019260170"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/198492928","repostId":"2135674051","repostType":2,"isVote":1,"tweetType":1,"viewCount":560,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":193535581,"gmtCreate":1620798071343,"gmtModify":1631886886788,"author":{"id":"3581757019260170","authorId":"3581757019260170","name":"Fei99","avatar":"https://static.tigerbbs.com/2e3173edce6ea237022134d5d1691222","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581757019260170","idStr":"3581757019260170"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AGC\">$Altimeter Growth Corp.(AGC)$</a>coming back","listText":"<a href=\"https://laohu8.com/S/AGC\">$Altimeter Growth Corp.(AGC)$</a>coming back","text":"$Altimeter Growth Corp.(AGC)$coming back","images":[{"img":"https://static.tigerbbs.com/db81399e692c97b899aa2d5543cdf58a","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/193535581","isVote":1,"tweetType":1,"viewCount":778,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":107651692,"gmtCreate":1620485124916,"gmtModify":1634198454384,"author":{"id":"3581757019260170","authorId":"3581757019260170","name":"Fei99","avatar":"https://static.tigerbbs.com/2e3173edce6ea237022134d5d1691222","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581757019260170","idStr":"3581757019260170"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/107651692","repostId":"1162850808","repostType":2,"repost":{"id":"1162850808","kind":"news","pubTimestamp":1620451086,"share":"https://www.laohu8.com/m/news/1162850808?lang=zh_CN&edition=full","pubTime":"2021-05-08 13:18","market":"us","language":"en","title":"Cheap Stocks To Buy? 4 Cloud Computing Stocks To Know<blockquote>买便宜的股票？需要了解的4只云计算股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1162850808","media":"Nasdaq","summary":"Should Investors Buy These Cloud Stocks Amid The Recent Pullback?\n2020 was a banner year forcloud co","content":"<p>Should Investors Buy These Cloud Stocks Amid The Recent Pullback?</p><p><blockquote>在最近的回调中，投资者应该购买这些云股票吗？</blockquote></p><p> 2020 was a banner year forcloud computing stocks. In the past year, if you wanted to make money, the easiest way was to buy top cloud computing stocks in thestock market. Thanks to the coronavirus pandemic, demand for cloud services skyrocketed to all-time highs. With companies focusing on digital acceleration, cloud infrastructure is vital to have. Being able to conveniently store and access company data is paramount as companies are still pushing their projects and innovations amidst these troubled times. Investors and companies seem to be aware of these trends. For instance, Microsoft (NASDAQ: MSFT) has enjoyed a strong increase in revenue in the cloud segment as reflected from their latest financials.</p><p><blockquote>2020年对于云计算股票来说是辉煌的一年。在过去的一年里，如果你想赚钱，最简单的方法就是在股票市场上购买顶级云计算股票。由于冠状病毒大流行，对云服务的需求飙升至历史新高。随着公司专注于数字化加速，云基础设施至关重要。能够方便地存储和访问公司数据至关重要，因为公司仍在这些困难时期推动他们的项目和创新。投资者和公司似乎都意识到了这些趋势。例如，微软（纳斯达克股票代码：MSFT）在云领域的收入强劲增长，这反映在其最新的财务数据中。</blockquote></p><p> There’s no denying that valuations are still high despite the recent pullback. Some say thesetop cloud stocksare priced to perfection. As such, when there’s a slight disappointment in their earnings report, it is enough to send these stocks sliding. But technology is sticky. Many companies are not going to uproot their software abruptly. The benefits from cloud apps will continue to manifest even after offices reopen. Thus, many of the best cloud stocks to watch will continue to benefit. Let’s put it this way. You can think of it as the growth being pulled forward, but there is still plenty of growth ahead.</p><p><blockquote>不可否认的是，尽管最近有所回调，但估值仍然很高。有人说这些顶级云股票的定价非常完美。因此，当他们的收益报告略有令人失望时，就足以导致这些股票下滑。但是技术是有粘性的。许多公司不会突然根除他们的软件。即使在办公室重新开放后，云应用的好处仍将继续显现。因此，许多最值得关注的云股票将继续受益。这么说吧。你可以把它想象成增长被向前拉，但未来仍有大量增长。</blockquote></p><p> With the increasing viability of cloud computing, it could appear to some as a profitable endeavor. However, there is no such thing as easy gains. Even the most seasoned investors would have a challenge sorting the wheat from the chaff in this ever-growing industry. Some may stay clear from cloud stocks amid the recent weakness, but others may see the dip as an opportunity to buy at discounts. If you are with the latter, do you have these cloud stocks on your watchlist in thestock market today?</p><p><blockquote>随着云计算的可行性越来越高，在一些人看来，这可能是一项有利可图的努力。然而，没有容易获得的东西。在这个不断增长的行业中，即使是最有经验的投资者也很难区分小麦和谷壳。在最近的疲软中，一些人可能会远离云股票，但其他人可能会将下跌视为折扣买入的机会。如果您属于后者，那么今天股市的观察名单上是否有这些云股票？</blockquote></p><p> Cloud Computing Stocks To Watch In 2021</p><p><blockquote>2021年值得关注的云计算股票</blockquote></p><p> <ul>  <li><b>Cloudflare Inc.</b>(NYSE: NET)</li>  <li><b>Fastly Inc.</b>(NYSE: FSLY)</li>  <li><b>Amazon.com Inc.</b>(NASDAQ: AMZN)</li>  <li><b>Twilio Inc.</b>(NYSE: TWLO)</li> </ul> Cloudflare</p><p><blockquote><ul><li><b>云耀斑公司。</b>（纽约证券交易所代码：NET）</li><li><b>法斯特利公司。</b>（纽约证券交易所代码：FSLY）</li><li><b>亚马逊公司。</b>（纳斯达克：AMZN）</li><li><b>特维利奥公司。</b>（纽约证券交易所代码：TWLO）</li></ul>Cloudflare</blockquote></p><p> Cloudflare is possibly one of the most exciting cloud companies to look out for if you are investing for the long term. For those unfamiliar with the business, Cloudflare’s aim is to build a better and safer internet. Some of the company’s potential growth drivers include serverless computing, internet of things (IoT), and 5G. These present massive opportunities for the company to tap into. With more businesses moving their operations to the cloud, Cloudflare could see explosive growth in this burgeoning cybersecurity industry. That’s because of its role in safeguarding and speeding up the internet.</p><p><blockquote>如果您正在进行长期投资，Cloudflare可能是最值得关注的云公司之一。对于那些不熟悉业务的人来说，Cloudflare的目标是构建一个更好、更安全的互联网。该公司的一些潜在增长动力包括无服务器计算、物联网(IoT)和5G。这些为公司提供了巨大的机会。随着越来越多的企业将其运营转移到云上，Cloudflare可能会在这个蓬勃发展的网络安全行业中出现爆炸性增长。那是因为它在保护和加速互联网方面的作用。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/98f0d4f49f85277ad8149a042646e49c\" tg-width=\"759\" tg-height=\"468\" referrerpolicy=\"no-referrer\">Source: TD Ameritrade TOS</p><p><blockquote>资料来源：德美利证券TOS</blockquote></p><p> “<i>Firing on all cylinders, we’ve already announced or delivered more than 100 products and capabilities this year. There’s no slowing down as we continue to deliver business-critical offerings and displace point solutions with Cloudflare’s robust global network.”-</i>Matthew Prince, CEO, and co-founder.</p><p><blockquote>“<i>全力以赴，今年我们已经宣布或交付了100多种产品和功能。随着我们继续通过Cloudflare强大的全球网络提供关键业务产品和替代点解决方案，我们不会放慢脚步。”-</i>马修·普林斯，首席执行官兼联合创始人。</blockquote></p><p> The company reported its first-quarter earnings on Thursday, in which revenue rose 51% year-over-year to $138.1 million. The network security and content delivery network (CDN) provider also sees strong large customer growth, with a record addition of roughly 120 large customers in the quarter. More importantly, large customers now represent greater than 50% of revenue. Following these earnings, the NET stock is now trading 7.14% higher in pre-market trading as of 7.09 a.m. ET. With such strong fundamentals, should investors buy NET stock right now?</p><p><blockquote>该公司周四公布了第一季度财报，营收同比增长51%至1.381亿美元。这家网络安全和内容交付网络(CDN)提供商也看到了强劲的大客户增长，本季度新增了约120家大客户，创历史新高。更重要的是，大客户现在占收入的50%以上。发布这些财报后，截至美国东部时间上午7点09分，NET股票在盘前交易中上涨7.14%。基本面如此强劲，投资者现在应该购买NET股票吗？</blockquote></p><p> <b>[Read More]</b>&nbsp;Best Tech Stocks To Buy Now? 4 Names To Know</p><p><blockquote><b>[阅读更多]</b>现在最值得购买的科技股？4个需要知道的名字</blockquote></p><p> Fastly</p><p><blockquote>快速地</blockquote></p><p> Fastly was one hot stock to watch in 2020. The company is a key player in the CDN space. Arguably, the real trick up Fastly’s sleeves are its edge computing capabilities. But the reason many investors are paying attention to Fastly right now is that FSLY stock was tumbling, closing nearly 30% lower on Thursday’s intraday trading. This came as the edge-computing specialist came up slightly short of estimates in its first-quarter earnings report. Separately, CFO Adriel Lares stepping down as CFO also spooked investors.</p><p><blockquote>Fastly是2020年值得关注的热门股票之一。该公司是CDN领域的主要参与者。可以说，Fastly真正的锦囊妙计是其边缘计算能力。但许多投资者现在关注Fastly的原因是FSLY股价暴跌，周四盘中收盘下跌近30%。与此同时，这家边缘计算专家在第一季度收益报告中的业绩略低于预期。另外，首席财务官阿德里尔·拉雷斯(Adriel Lares)辞去首席财务官职务也令投资者感到恐慌。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/739c26a7d97dc3c4dea22c32f05794e8\" tg-width=\"759\" tg-height=\"468\" referrerpolicy=\"no-referrer\">Source: TD Ameritrade TOS</p><p><blockquote>资料来源：德美利证券TOS</blockquote></p><p></p><p> But let’s take a step back and digest these earnings carefully. Do you think FSLY stock is being overly punished here? Fastly’s revenue came in 35% in the quarter to $84.9 million, which was only slightly short of estimates at $85.1 million. While the net retention rate was slightly lower than its previous quarter, its total customer count actually increased from 2,084 in the fourth quarter to 2,207. Sure, the company may have missed top and bottom-line estimates, but the difference was only marginal.</p><p><blockquote>但让我们退一步，仔细消化这些收益。您认为FSLY股票在这里受到了过度惩罚吗？Fastly本季度收入增长35%，达到8490万美元，仅略低于预期的8510万美元。虽然净保留率略低于上一季度，但其客户总数实际上从第四季度的2,084人增加到2,207人。当然，该公司可能没有达到顶线和底线的预期，但差异只是微不足道的。</blockquote></p><p> According to CEO Joshua Bixby, the company observed that many of the trends that emerged last year appear to have become permanent, even as the economy reopens. He believes Fastly is uniquely positioned to serve companies as they adjust to this new reality. Thus, would you consider buying FSLY stock on the dip?</p><p><blockquote>首席执行官约书亚·比克斯比(Joshua Bixby)表示，该公司观察到，即使经济重新开放，去年出现的许多趋势似乎也已成为永久性的。他认为，Fastly在为适应这一新现实的公司提供服务方面具有独特的优势。因此，您会考虑逢低买入FSLY股票吗？</blockquote></p><p> <b>Read More</b></p><p><blockquote><b>阅读更多</b></blockquote></p><p> <ul>  <li>Hot Stocks To Buy? 4 Growth Stocks To Watch</li>  <li>Most Active Stocks To Buy Today? 4 Renewable Energy Stocks To Consider</li> </ul> Amazon.com</p><p><blockquote><ul><li>热门股票值得买入？4只值得关注的成长型股票</li><li>今天最值得买入的活跃股票？值得考虑的4只可再生能源股票</li></ul>亚马逊</blockquote></p><p> Amazon is a multinational technology company that focuses on e-commerce and cloud computing. The company has been one of the most influential economic forces in the world and is also one of the world’s most valuable brands. AMZN stock surged to an all-time high of $3,554 before retreating to a current level of around $3,300. That initially seems like a “<i>buy the rumor, sell the news</i>” kind of trade for traders, especially after a strong earnings beat.</p><p><blockquote>亚马逊是一家专注于电子商务和云计算的跨国科技公司。该公司一直是全球最具影响力的经济力量之一，也是全球最有价值的品牌之一。AMZN股价飙升至3,554美元的历史高点，然后回落至目前3,300美元左右的水平。这最初似乎是一个“<i>买入谣言，卖出消息</i>“对于交易者来说，这是一种交易，尤其是在盈利强劲增长之后。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/0aa69c958c58628e910c48f96fca81e9\" tg-width=\"759\" tg-height=\"468\" referrerpolicy=\"no-referrer\">Source: TD Ameritrade TOS</p><p><blockquote>资料来源：德美利证券TOS</blockquote></p><p> An interesting fact is, not only are traders taking some profit, CEO Jeff Bezos this week sold nearly $2 billion worth of AMZN stock. He previously said he’d sell about $1 billion in AMZN stock each year to fund his space exploration company, Blue Origin.</p><p><blockquote>一个有趣的事实是，不仅交易员获利了结，首席执行官杰夫·贝索斯本周还出售了价值近20亿美元的亚马逊股票。他此前表示，他每年将出售约10亿美元的AMZN股票，为他的太空探索公司蓝色起源提供资金。</blockquote></p><p> In case you have missed it, the company reported net sales of $108.5 billion in the first quarter, a 44% increase year-over-year. Net income increased to $8.1 billion for the quarter or $15.79 per diluted share. The company also ended the quarter with a free cash flow of $26.4 billion. Looking ahead, Amazon said it expects to generate revenue between $110 billion and $116 billion for Q2. All things considered, would you say that AMZN stock is trading at an attractive valuation right now?</p><p><blockquote>如果您错过了，该公司报告第一季度净销售额为1085亿美元，同比增长44%。本季度净利润增至81亿美元，即稀释后每股收益15.79美元。该公司本季度末的自由现金流为264亿美元。展望未来，亚马逊表示，预计第二季度营收将在1100亿美元至1160亿美元之间。综合考虑，您认为AMZN股票目前的估值有吸引力吗？</blockquote></p><p> <b>[Read More]</b>&nbsp;4 Top Fintech Stocks To Watch After PayPal Reported Record Earnings</p><p><blockquote><b>[阅读更多]</b>PayPal公布创纪录盈利后值得关注的4只顶级金融科技股</blockquote></p><p> Twilio</p><p><blockquote>Twilio</blockquote></p><p> After easily beating its own forecast for a fifth consecutive quarter amid strong pandemic growth, some investors were surprised why Twilio stocks were pulling back on Thursday’s intraday trading. Despite having posted a strong first-quarter earnings report on Wednesday, TWLO stock didn’t receive an immediate boost and many are punishing the stock because the company projected a June quarter loss that would be wider than Wall Street has been expecting.</p><p><blockquote>在疫情强劲增长的情况下，Twilio连续第五个季度轻松超出预期后，一些投资者对Twilio股价在周四盘中回调感到惊讶。尽管周三发布了强劲的第一季度收益报告，但TWLO股价并没有立即受到提振，许多人正在惩罚该股，因为该公司预计6月份季度的亏损将超出华尔街的预期。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/97cd2f79ff5e32f41eb0cd9aba0292c8\" tg-width=\"759\" tg-height=\"468\" referrerpolicy=\"no-referrer\">Source: TD Ameritrade TOS</p><p><blockquote>资料来源：德美利证券TOS</blockquote></p><p> For the quarter, revenue came in 62% higher to $590 million, beating analysts’ estimates of $532.9 million. The company also posted a dollar-based net expansion rate of 133%. This simply means that existing customers increased their spending by 33%. Overall, the company has brought in another solid quarter, but investors appear to be treading cautiously.</p><p><blockquote>该季度收入增长62%，达到5.9亿美元，超出分析师预期的5.329亿美元。该公司还公布了以美元计算的净增长率为133%。这仅仅意味着现有客户的支出增加了33%。总体而言，该公司又迎来了一个稳健的季度，但投资者似乎持谨慎态度。</blockquote></p><p> CEO Jeff Lawson believes the shift in the way companies engage with their customers is driving a generational opportunity for Twilio. Now, TWLO stock is not exactly cheap by any measure. However, if you believe that the company could grow into its valuation, should you buy TWLO stock on its recent weakness?</p><p><blockquote>首席执行官杰夫·劳森(Jeff Lawson)认为，公司与客户互动方式的转变正在为Twilio带来一代人的机遇。现在，无论以何种标准衡量，TWLO的股票都并不便宜。然而，如果您相信该公司可以达到其估值，您是否应该在TWLO股票最近的疲软时购买其股票？</blockquote></p><p></p>","source":"lsy1603171495471","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>Cheap Stocks To Buy? 4 Cloud Computing Stocks To Know<blockquote>买便宜的股票？需要了解的4只云计算股票</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\">\nCheap Stocks To Buy? 4 Cloud Computing Stocks To Know<blockquote>买便宜的股票？需要了解的4只云计算股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Nasdaq</strong><span class=\"h-time small\">2021-05-08 13:18</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Should Investors Buy These Cloud Stocks Amid The Recent Pullback?</p><p><blockquote>在最近的回调中，投资者应该购买这些云股票吗？</blockquote></p><p> 2020 was a banner year forcloud computing stocks. In the past year, if you wanted to make money, the easiest way was to buy top cloud computing stocks in thestock market. Thanks to the coronavirus pandemic, demand for cloud services skyrocketed to all-time highs. With companies focusing on digital acceleration, cloud infrastructure is vital to have. Being able to conveniently store and access company data is paramount as companies are still pushing their projects and innovations amidst these troubled times. Investors and companies seem to be aware of these trends. For instance, Microsoft (NASDAQ: MSFT) has enjoyed a strong increase in revenue in the cloud segment as reflected from their latest financials.</p><p><blockquote>2020年对于云计算股票来说是辉煌的一年。在过去的一年里，如果你想赚钱，最简单的方法就是在股票市场上购买顶级云计算股票。由于冠状病毒大流行，对云服务的需求飙升至历史新高。随着公司专注于数字化加速，云基础设施至关重要。能够方便地存储和访问公司数据至关重要，因为公司仍在这些困难时期推动他们的项目和创新。投资者和公司似乎都意识到了这些趋势。例如，微软（纳斯达克股票代码：MSFT）在云领域的收入强劲增长，这反映在其最新的财务数据中。</blockquote></p><p> There’s no denying that valuations are still high despite the recent pullback. Some say thesetop cloud stocksare priced to perfection. As such, when there’s a slight disappointment in their earnings report, it is enough to send these stocks sliding. But technology is sticky. Many companies are not going to uproot their software abruptly. The benefits from cloud apps will continue to manifest even after offices reopen. Thus, many of the best cloud stocks to watch will continue to benefit. Let’s put it this way. You can think of it as the growth being pulled forward, but there is still plenty of growth ahead.</p><p><blockquote>不可否认的是，尽管最近有所回调，但估值仍然很高。有人说这些顶级云股票的定价非常完美。因此，当他们的收益报告略有令人失望时，就足以导致这些股票下滑。但是技术是有粘性的。许多公司不会突然根除他们的软件。即使在办公室重新开放后，云应用的好处仍将继续显现。因此，许多最值得关注的云股票将继续受益。这么说吧。你可以把它想象成增长被向前拉，但未来仍有大量增长。</blockquote></p><p> With the increasing viability of cloud computing, it could appear to some as a profitable endeavor. However, there is no such thing as easy gains. Even the most seasoned investors would have a challenge sorting the wheat from the chaff in this ever-growing industry. Some may stay clear from cloud stocks amid the recent weakness, but others may see the dip as an opportunity to buy at discounts. If you are with the latter, do you have these cloud stocks on your watchlist in thestock market today?</p><p><blockquote>随着云计算的可行性越来越高，在一些人看来，这可能是一项有利可图的努力。然而，没有容易获得的东西。在这个不断增长的行业中，即使是最有经验的投资者也很难区分小麦和谷壳。在最近的疲软中，一些人可能会远离云股票，但其他人可能会将下跌视为折扣买入的机会。如果您属于后者，那么今天股市的观察名单上是否有这些云股票？</blockquote></p><p> Cloud Computing Stocks To Watch In 2021</p><p><blockquote>2021年值得关注的云计算股票</blockquote></p><p> <ul>  <li><b>Cloudflare Inc.</b>(NYSE: NET)</li>  <li><b>Fastly Inc.</b>(NYSE: FSLY)</li>  <li><b>Amazon.com Inc.</b>(NASDAQ: AMZN)</li>  <li><b>Twilio Inc.</b>(NYSE: TWLO)</li> </ul> Cloudflare</p><p><blockquote><ul><li><b>云耀斑公司。</b>（纽约证券交易所代码：NET）</li><li><b>法斯特利公司。</b>（纽约证券交易所代码：FSLY）</li><li><b>亚马逊公司。</b>（纳斯达克：AMZN）</li><li><b>特维利奥公司。</b>（纽约证券交易所代码：TWLO）</li></ul>Cloudflare</blockquote></p><p> Cloudflare is possibly one of the most exciting cloud companies to look out for if you are investing for the long term. For those unfamiliar with the business, Cloudflare’s aim is to build a better and safer internet. Some of the company’s potential growth drivers include serverless computing, internet of things (IoT), and 5G. These present massive opportunities for the company to tap into. With more businesses moving their operations to the cloud, Cloudflare could see explosive growth in this burgeoning cybersecurity industry. That’s because of its role in safeguarding and speeding up the internet.</p><p><blockquote>如果您正在进行长期投资，Cloudflare可能是最值得关注的云公司之一。对于那些不熟悉业务的人来说，Cloudflare的目标是构建一个更好、更安全的互联网。该公司的一些潜在增长动力包括无服务器计算、物联网(IoT)和5G。这些为公司提供了巨大的机会。随着越来越多的企业将其运营转移到云上，Cloudflare可能会在这个蓬勃发展的网络安全行业中出现爆炸性增长。那是因为它在保护和加速互联网方面的作用。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/98f0d4f49f85277ad8149a042646e49c\" tg-width=\"759\" tg-height=\"468\" referrerpolicy=\"no-referrer\">Source: TD Ameritrade TOS</p><p><blockquote>资料来源：德美利证券TOS</blockquote></p><p> “<i>Firing on all cylinders, we’ve already announced or delivered more than 100 products and capabilities this year. There’s no slowing down as we continue to deliver business-critical offerings and displace point solutions with Cloudflare’s robust global network.”-</i>Matthew Prince, CEO, and co-founder.</p><p><blockquote>“<i>全力以赴，今年我们已经宣布或交付了100多种产品和功能。随着我们继续通过Cloudflare强大的全球网络提供关键业务产品和替代点解决方案，我们不会放慢脚步。”-</i>马修·普林斯，首席执行官兼联合创始人。</blockquote></p><p> The company reported its first-quarter earnings on Thursday, in which revenue rose 51% year-over-year to $138.1 million. The network security and content delivery network (CDN) provider also sees strong large customer growth, with a record addition of roughly 120 large customers in the quarter. More importantly, large customers now represent greater than 50% of revenue. Following these earnings, the NET stock is now trading 7.14% higher in pre-market trading as of 7.09 a.m. ET. With such strong fundamentals, should investors buy NET stock right now?</p><p><blockquote>该公司周四公布了第一季度财报，营收同比增长51%至1.381亿美元。这家网络安全和内容交付网络(CDN)提供商也看到了强劲的大客户增长，本季度新增了约120家大客户，创历史新高。更重要的是，大客户现在占收入的50%以上。发布这些财报后，截至美国东部时间上午7点09分，NET股票在盘前交易中上涨7.14%。基本面如此强劲，投资者现在应该购买NET股票吗？</blockquote></p><p> <b>[Read More]</b>&nbsp;Best Tech Stocks To Buy Now? 4 Names To Know</p><p><blockquote><b>[阅读更多]</b>现在最值得购买的科技股？4个需要知道的名字</blockquote></p><p> Fastly</p><p><blockquote>快速地</blockquote></p><p> Fastly was one hot stock to watch in 2020. The company is a key player in the CDN space. Arguably, the real trick up Fastly’s sleeves are its edge computing capabilities. But the reason many investors are paying attention to Fastly right now is that FSLY stock was tumbling, closing nearly 30% lower on Thursday’s intraday trading. This came as the edge-computing specialist came up slightly short of estimates in its first-quarter earnings report. Separately, CFO Adriel Lares stepping down as CFO also spooked investors.</p><p><blockquote>Fastly是2020年值得关注的热门股票之一。该公司是CDN领域的主要参与者。可以说，Fastly真正的锦囊妙计是其边缘计算能力。但许多投资者现在关注Fastly的原因是FSLY股价暴跌，周四盘中收盘下跌近30%。与此同时，这家边缘计算专家在第一季度收益报告中的业绩略低于预期。另外，首席财务官阿德里尔·拉雷斯(Adriel Lares)辞去首席财务官职务也令投资者感到恐慌。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/739c26a7d97dc3c4dea22c32f05794e8\" tg-width=\"759\" tg-height=\"468\" referrerpolicy=\"no-referrer\">Source: TD Ameritrade TOS</p><p><blockquote>资料来源：德美利证券TOS</blockquote></p><p></p><p> But let’s take a step back and digest these earnings carefully. Do you think FSLY stock is being overly punished here? Fastly’s revenue came in 35% in the quarter to $84.9 million, which was only slightly short of estimates at $85.1 million. While the net retention rate was slightly lower than its previous quarter, its total customer count actually increased from 2,084 in the fourth quarter to 2,207. Sure, the company may have missed top and bottom-line estimates, but the difference was only marginal.</p><p><blockquote>但让我们退一步，仔细消化这些收益。您认为FSLY股票在这里受到了过度惩罚吗？Fastly本季度收入增长35%，达到8490万美元，仅略低于预期的8510万美元。虽然净保留率略低于上一季度，但其客户总数实际上从第四季度的2,084人增加到2,207人。当然，该公司可能没有达到顶线和底线的预期，但差异只是微不足道的。</blockquote></p><p> According to CEO Joshua Bixby, the company observed that many of the trends that emerged last year appear to have become permanent, even as the economy reopens. He believes Fastly is uniquely positioned to serve companies as they adjust to this new reality. Thus, would you consider buying FSLY stock on the dip?</p><p><blockquote>首席执行官约书亚·比克斯比(Joshua Bixby)表示，该公司观察到，即使经济重新开放，去年出现的许多趋势似乎也已成为永久性的。他认为，Fastly在为适应这一新现实的公司提供服务方面具有独特的优势。因此，您会考虑逢低买入FSLY股票吗？</blockquote></p><p> <b>Read More</b></p><p><blockquote><b>阅读更多</b></blockquote></p><p> <ul>  <li>Hot Stocks To Buy? 4 Growth Stocks To Watch</li>  <li>Most Active Stocks To Buy Today? 4 Renewable Energy Stocks To Consider</li> </ul> Amazon.com</p><p><blockquote><ul><li>热门股票值得买入？4只值得关注的成长型股票</li><li>今天最值得买入的活跃股票？值得考虑的4只可再生能源股票</li></ul>亚马逊</blockquote></p><p> Amazon is a multinational technology company that focuses on e-commerce and cloud computing. The company has been one of the most influential economic forces in the world and is also one of the world’s most valuable brands. AMZN stock surged to an all-time high of $3,554 before retreating to a current level of around $3,300. That initially seems like a “<i>buy the rumor, sell the news</i>” kind of trade for traders, especially after a strong earnings beat.</p><p><blockquote>亚马逊是一家专注于电子商务和云计算的跨国科技公司。该公司一直是全球最具影响力的经济力量之一，也是全球最有价值的品牌之一。AMZN股价飙升至3,554美元的历史高点，然后回落至目前3,300美元左右的水平。这最初似乎是一个“<i>买入谣言，卖出消息</i>“对于交易者来说，这是一种交易，尤其是在盈利强劲增长之后。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/0aa69c958c58628e910c48f96fca81e9\" tg-width=\"759\" tg-height=\"468\" referrerpolicy=\"no-referrer\">Source: TD Ameritrade TOS</p><p><blockquote>资料来源：德美利证券TOS</blockquote></p><p> An interesting fact is, not only are traders taking some profit, CEO Jeff Bezos this week sold nearly $2 billion worth of AMZN stock. He previously said he’d sell about $1 billion in AMZN stock each year to fund his space exploration company, Blue Origin.</p><p><blockquote>一个有趣的事实是，不仅交易员获利了结，首席执行官杰夫·贝索斯本周还出售了价值近20亿美元的亚马逊股票。他此前表示，他每年将出售约10亿美元的AMZN股票，为他的太空探索公司蓝色起源提供资金。</blockquote></p><p> In case you have missed it, the company reported net sales of $108.5 billion in the first quarter, a 44% increase year-over-year. Net income increased to $8.1 billion for the quarter or $15.79 per diluted share. The company also ended the quarter with a free cash flow of $26.4 billion. Looking ahead, Amazon said it expects to generate revenue between $110 billion and $116 billion for Q2. All things considered, would you say that AMZN stock is trading at an attractive valuation right now?</p><p><blockquote>如果您错过了，该公司报告第一季度净销售额为1085亿美元，同比增长44%。本季度净利润增至81亿美元，即稀释后每股收益15.79美元。该公司本季度末的自由现金流为264亿美元。展望未来，亚马逊表示，预计第二季度营收将在1100亿美元至1160亿美元之间。综合考虑，您认为AMZN股票目前的估值有吸引力吗？</blockquote></p><p> <b>[Read More]</b>&nbsp;4 Top Fintech Stocks To Watch After PayPal Reported Record Earnings</p><p><blockquote><b>[阅读更多]</b>PayPal公布创纪录盈利后值得关注的4只顶级金融科技股</blockquote></p><p> Twilio</p><p><blockquote>Twilio</blockquote></p><p> After easily beating its own forecast for a fifth consecutive quarter amid strong pandemic growth, some investors were surprised why Twilio stocks were pulling back on Thursday’s intraday trading. Despite having posted a strong first-quarter earnings report on Wednesday, TWLO stock didn’t receive an immediate boost and many are punishing the stock because the company projected a June quarter loss that would be wider than Wall Street has been expecting.</p><p><blockquote>在疫情强劲增长的情况下，Twilio连续第五个季度轻松超出预期后，一些投资者对Twilio股价在周四盘中回调感到惊讶。尽管周三发布了强劲的第一季度收益报告，但TWLO股价并没有立即受到提振，许多人正在惩罚该股，因为该公司预计6月份季度的亏损将超出华尔街的预期。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/97cd2f79ff5e32f41eb0cd9aba0292c8\" tg-width=\"759\" tg-height=\"468\" referrerpolicy=\"no-referrer\">Source: TD Ameritrade TOS</p><p><blockquote>资料来源：德美利证券TOS</blockquote></p><p> For the quarter, revenue came in 62% higher to $590 million, beating analysts’ estimates of $532.9 million. The company also posted a dollar-based net expansion rate of 133%. This simply means that existing customers increased their spending by 33%. Overall, the company has brought in another solid quarter, but investors appear to be treading cautiously.</p><p><blockquote>该季度收入增长62%，达到5.9亿美元，超出分析师预期的5.329亿美元。该公司还公布了以美元计算的净增长率为133%。这仅仅意味着现有客户的支出增加了33%。总体而言，该公司又迎来了一个稳健的季度，但投资者似乎持谨慎态度。</blockquote></p><p> CEO Jeff Lawson believes the shift in the way companies engage with their customers is driving a generational opportunity for Twilio. Now, TWLO stock is not exactly cheap by any measure. However, if you believe that the company could grow into its valuation, should you buy TWLO stock on its recent weakness?</p><p><blockquote>首席执行官杰夫·劳森(Jeff Lawson)认为，公司与客户互动方式的转变正在为Twilio带来一代人的机遇。现在，无论以何种标准衡量，TWLO的股票都并不便宜。然而，如果您相信该公司可以达到其估值，您是否应该在TWLO股票最近的疲软时购买其股票？</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.nasdaq.com/articles/cheap-stocks-to-buy-4-cloud-computing-stocks-to-know-2021-05-07\">Nasdaq</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":{"NET":"Cloudflare, Inc.","FSLY":"Fastly, Inc.","AMZN":"亚马逊","TWLO":"Twilio Inc"},"source_url":"https://www.nasdaq.com/articles/cheap-stocks-to-buy-4-cloud-computing-stocks-to-know-2021-05-07","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1162850808","content_text":"Should Investors Buy These Cloud Stocks Amid The Recent Pullback?\n2020 was a banner year forcloud computing stocks. In the past year, if you wanted to make money, the easiest way was to buy top cloud computing stocks in thestock market. Thanks to the coronavirus pandemic, demand for cloud services skyrocketed to all-time highs. With companies focusing on digital acceleration, cloud infrastructure is vital to have. Being able to conveniently store and access company data is paramount as companies are still pushing their projects and innovations amidst these troubled times. Investors and companies seem to be aware of these trends. For instance, Microsoft (NASDAQ: MSFT) has enjoyed a strong increase in revenue in the cloud segment as reflected from their latest financials.\nThere’s no denying that valuations are still high despite the recent pullback. Some say thesetop cloud stocksare priced to perfection. As such, when there’s a slight disappointment in their earnings report, it is enough to send these stocks sliding. But technology is sticky. Many companies are not going to uproot their software abruptly. The benefits from cloud apps will continue to manifest even after offices reopen. Thus, many of the best cloud stocks to watch will continue to benefit. Let’s put it this way. You can think of it as the growth being pulled forward, but there is still plenty of growth ahead.\nWith the increasing viability of cloud computing, it could appear to some as a profitable endeavor. However, there is no such thing as easy gains. Even the most seasoned investors would have a challenge sorting the wheat from the chaff in this ever-growing industry. Some may stay clear from cloud stocks amid the recent weakness, but others may see the dip as an opportunity to buy at discounts. If you are with the latter, do you have these cloud stocks on your watchlist in thestock market today?\nCloud Computing Stocks To Watch In 2021\n\nCloudflare Inc.(NYSE: NET)\nFastly Inc.(NYSE: FSLY)\nAmazon.com Inc.(NASDAQ: AMZN)\nTwilio Inc.(NYSE: TWLO)\n\nCloudflare\nCloudflare is possibly one of the most exciting cloud companies to look out for if you are investing for the long term. For those unfamiliar with the business, Cloudflare’s aim is to build a better and safer internet. Some of the company’s potential growth drivers include serverless computing, internet of things (IoT), and 5G. These present massive opportunities for the company to tap into. With more businesses moving their operations to the cloud, Cloudflare could see explosive growth in this burgeoning cybersecurity industry. That’s because of its role in safeguarding and speeding up the internet.\nSource: TD Ameritrade TOS\n“Firing on all cylinders, we’ve already announced or delivered more than 100 products and capabilities this year. There’s no slowing down as we continue to deliver business-critical offerings and displace point solutions with Cloudflare’s robust global network.”-Matthew Prince, CEO, and co-founder.\nThe company reported its first-quarter earnings on Thursday, in which revenue rose 51% year-over-year to $138.1 million. The network security and content delivery network (CDN) provider also sees strong large customer growth, with a record addition of roughly 120 large customers in the quarter. More importantly, large customers now represent greater than 50% of revenue. Following these earnings, the NET stock is now trading 7.14% higher in pre-market trading as of 7.09 a.m. ET. With such strong fundamentals, should investors buy NET stock right now?\n[Read More] Best Tech Stocks To Buy Now? 4 Names To Know\nFastly\nFastly was one hot stock to watch in 2020. The company is a key player in the CDN space. Arguably, the real trick up Fastly’s sleeves are its edge computing capabilities. But the reason many investors are paying attention to Fastly right now is that FSLY stock was tumbling, closing nearly 30% lower on Thursday’s intraday trading. This came as the edge-computing specialist came up slightly short of estimates in its first-quarter earnings report. Separately, CFO Adriel Lares stepping down as CFO also spooked investors.\nSource: TD Ameritrade TOS\nBut let’s take a step back and digest these earnings carefully. Do you think FSLY stock is being overly punished here? Fastly’s revenue came in 35% in the quarter to $84.9 million, which was only slightly short of estimates at $85.1 million. While the net retention rate was slightly lower than its previous quarter, its total customer count actually increased from 2,084 in the fourth quarter to 2,207. Sure, the company may have missed top and bottom-line estimates, but the difference was only marginal.\nAccording to CEO Joshua Bixby, the company observed that many of the trends that emerged last year appear to have become permanent, even as the economy reopens. He believes Fastly is uniquely positioned to serve companies as they adjust to this new reality. Thus, would you consider buying FSLY stock on the dip?\nRead More\n\nHot Stocks To Buy? 4 Growth Stocks To Watch\nMost Active Stocks To Buy Today? 4 Renewable Energy Stocks To Consider\n\nAmazon.com\nAmazon is a multinational technology company that focuses on e-commerce and cloud computing. The company has been one of the most influential economic forces in the world and is also one of the world’s most valuable brands. AMZN stock surged to an all-time high of $3,554 before retreating to a current level of around $3,300. That initially seems like a “buy the rumor, sell the news” kind of trade for traders, especially after a strong earnings beat.\nSource: TD Ameritrade TOS\nAn interesting fact is, not only are traders taking some profit, CEO Jeff Bezos this week sold nearly $2 billion worth of AMZN stock. He previously said he’d sell about $1 billion in AMZN stock each year to fund his space exploration company, Blue Origin.\nIn case you have missed it, the company reported net sales of $108.5 billion in the first quarter, a 44% increase year-over-year. Net income increased to $8.1 billion for the quarter or $15.79 per diluted share. The company also ended the quarter with a free cash flow of $26.4 billion. Looking ahead, Amazon said it expects to generate revenue between $110 billion and $116 billion for Q2. All things considered, would you say that AMZN stock is trading at an attractive valuation right now?\n[Read More] 4 Top Fintech Stocks To Watch After PayPal Reported Record Earnings\nTwilio\nAfter easily beating its own forecast for a fifth consecutive quarter amid strong pandemic growth, some investors were surprised why Twilio stocks were pulling back on Thursday’s intraday trading. Despite having posted a strong first-quarter earnings report on Wednesday, TWLO stock didn’t receive an immediate boost and many are punishing the stock because the company projected a June quarter loss that would be wider than Wall Street has been expecting.\nSource: TD Ameritrade TOS\nFor the quarter, revenue came in 62% higher to $590 million, beating analysts’ estimates of $532.9 million. The company also posted a dollar-based net expansion rate of 133%. This simply means that existing customers increased their spending by 33%. Overall, the company has brought in another solid quarter, but investors appear to be treading cautiously.\nCEO Jeff Lawson believes the shift in the way companies engage with their customers is driving a generational opportunity for Twilio. Now, TWLO stock is not exactly cheap by any measure. However, if you believe that the company could grow into its valuation, should you buy TWLO stock on its recent weakness?","news_type":1,"symbols_score_info":{"FSLY":0.9,"TWLO":0.9,"AMZN":0.9,"NET":0.9}},"isVote":1,"tweetType":1,"viewCount":612,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":107809207,"gmtCreate":1620459197709,"gmtModify":1634198582674,"author":{"id":"3581757019260170","authorId":"3581757019260170","name":"Fei99","avatar":"https://static.tigerbbs.com/2e3173edce6ea237022134d5d1691222","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581757019260170","idStr":"3581757019260170"},"themes":[],"htmlText":"Good!","listText":"Good!","text":"Good!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/107809207","repostId":"1117135949","repostType":2,"isVote":1,"tweetType":1,"viewCount":671,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":196874212,"gmtCreate":1621045394636,"gmtModify":1634194336626,"author":{"id":"3581757019260170","authorId":"3581757019260170","name":"Fei99","avatar":"https://static.tigerbbs.com/2e3173edce6ea237022134d5d1691222","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581757019260170","authorIdStr":"3581757019260170"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/196874212","repostId":"1187261016","repostType":2,"isVote":1,"tweetType":1,"viewCount":645,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":198492928,"gmtCreate":1620978156164,"gmtModify":1634194815752,"author":{"id":"3581757019260170","authorId":"3581757019260170","name":"Fei99","avatar":"https://static.tigerbbs.com/2e3173edce6ea237022134d5d1691222","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581757019260170","authorIdStr":"3581757019260170"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/198492928","repostId":"2135674051","repostType":2,"isVote":1,"tweetType":1,"viewCount":560,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":107651692,"gmtCreate":1620485124916,"gmtModify":1634198454384,"author":{"id":"3581757019260170","authorId":"3581757019260170","name":"Fei99","avatar":"https://static.tigerbbs.com/2e3173edce6ea237022134d5d1691222","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581757019260170","authorIdStr":"3581757019260170"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/107651692","repostId":"1162850808","repostType":2,"repost":{"id":"1162850808","kind":"news","pubTimestamp":1620451086,"share":"https://www.laohu8.com/m/news/1162850808?lang=zh_CN&edition=full","pubTime":"2021-05-08 13:18","market":"us","language":"en","title":"Cheap Stocks To Buy? 4 Cloud Computing Stocks To Know<blockquote>买便宜的股票？需要了解的4只云计算股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1162850808","media":"Nasdaq","summary":"Should Investors Buy These Cloud Stocks Amid The Recent Pullback?\n2020 was a banner year forcloud co","content":"<p>Should Investors Buy These Cloud Stocks Amid The Recent Pullback?</p><p><blockquote>在最近的回调中，投资者应该购买这些云股票吗？</blockquote></p><p> 2020 was a banner year forcloud computing stocks. In the past year, if you wanted to make money, the easiest way was to buy top cloud computing stocks in thestock market. Thanks to the coronavirus pandemic, demand for cloud services skyrocketed to all-time highs. With companies focusing on digital acceleration, cloud infrastructure is vital to have. Being able to conveniently store and access company data is paramount as companies are still pushing their projects and innovations amidst these troubled times. Investors and companies seem to be aware of these trends. For instance, Microsoft (NASDAQ: MSFT) has enjoyed a strong increase in revenue in the cloud segment as reflected from their latest financials.</p><p><blockquote>2020年对于云计算股票来说是辉煌的一年。在过去的一年里，如果你想赚钱，最简单的方法就是在股票市场上购买顶级云计算股票。由于冠状病毒大流行，对云服务的需求飙升至历史新高。随着公司专注于数字化加速，云基础设施至关重要。能够方便地存储和访问公司数据至关重要，因为公司仍在这些困难时期推动他们的项目和创新。投资者和公司似乎都意识到了这些趋势。例如，微软（纳斯达克股票代码：MSFT）在云领域的收入强劲增长，这反映在其最新的财务数据中。</blockquote></p><p> There’s no denying that valuations are still high despite the recent pullback. Some say thesetop cloud stocksare priced to perfection. As such, when there’s a slight disappointment in their earnings report, it is enough to send these stocks sliding. But technology is sticky. Many companies are not going to uproot their software abruptly. The benefits from cloud apps will continue to manifest even after offices reopen. Thus, many of the best cloud stocks to watch will continue to benefit. Let’s put it this way. You can think of it as the growth being pulled forward, but there is still plenty of growth ahead.</p><p><blockquote>不可否认的是，尽管最近有所回调，但估值仍然很高。有人说这些顶级云股票的定价非常完美。因此，当他们的收益报告略有令人失望时，就足以导致这些股票下滑。但是技术是有粘性的。许多公司不会突然根除他们的软件。即使在办公室重新开放后，云应用的好处仍将继续显现。因此，许多最值得关注的云股票将继续受益。这么说吧。你可以把它想象成增长被向前拉，但未来仍有大量增长。</blockquote></p><p> With the increasing viability of cloud computing, it could appear to some as a profitable endeavor. However, there is no such thing as easy gains. Even the most seasoned investors would have a challenge sorting the wheat from the chaff in this ever-growing industry. Some may stay clear from cloud stocks amid the recent weakness, but others may see the dip as an opportunity to buy at discounts. If you are with the latter, do you have these cloud stocks on your watchlist in thestock market today?</p><p><blockquote>随着云计算的可行性越来越高，在一些人看来，这可能是一项有利可图的努力。然而，没有容易获得的东西。在这个不断增长的行业中，即使是最有经验的投资者也很难区分小麦和谷壳。在最近的疲软中，一些人可能会远离云股票，但其他人可能会将下跌视为折扣买入的机会。如果您属于后者，那么今天股市的观察名单上是否有这些云股票？</blockquote></p><p> Cloud Computing Stocks To Watch In 2021</p><p><blockquote>2021年值得关注的云计算股票</blockquote></p><p> <ul>  <li><b>Cloudflare Inc.</b>(NYSE: NET)</li>  <li><b>Fastly Inc.</b>(NYSE: FSLY)</li>  <li><b>Amazon.com Inc.</b>(NASDAQ: AMZN)</li>  <li><b>Twilio Inc.</b>(NYSE: TWLO)</li> </ul> Cloudflare</p><p><blockquote><ul><li><b>云耀斑公司。</b>（纽约证券交易所代码：NET）</li><li><b>法斯特利公司。</b>（纽约证券交易所代码：FSLY）</li><li><b>亚马逊公司。</b>（纳斯达克：AMZN）</li><li><b>特维利奥公司。</b>（纽约证券交易所代码：TWLO）</li></ul>Cloudflare</blockquote></p><p> Cloudflare is possibly one of the most exciting cloud companies to look out for if you are investing for the long term. For those unfamiliar with the business, Cloudflare’s aim is to build a better and safer internet. Some of the company’s potential growth drivers include serverless computing, internet of things (IoT), and 5G. These present massive opportunities for the company to tap into. With more businesses moving their operations to the cloud, Cloudflare could see explosive growth in this burgeoning cybersecurity industry. That’s because of its role in safeguarding and speeding up the internet.</p><p><blockquote>如果您正在进行长期投资，Cloudflare可能是最值得关注的云公司之一。对于那些不熟悉业务的人来说，Cloudflare的目标是构建一个更好、更安全的互联网。该公司的一些潜在增长动力包括无服务器计算、物联网(IoT)和5G。这些为公司提供了巨大的机会。随着越来越多的企业将其运营转移到云上，Cloudflare可能会在这个蓬勃发展的网络安全行业中出现爆炸性增长。那是因为它在保护和加速互联网方面的作用。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/98f0d4f49f85277ad8149a042646e49c\" tg-width=\"759\" tg-height=\"468\" referrerpolicy=\"no-referrer\">Source: TD Ameritrade TOS</p><p><blockquote>资料来源：德美利证券TOS</blockquote></p><p> “<i>Firing on all cylinders, we’ve already announced or delivered more than 100 products and capabilities this year. There’s no slowing down as we continue to deliver business-critical offerings and displace point solutions with Cloudflare’s robust global network.”-</i>Matthew Prince, CEO, and co-founder.</p><p><blockquote>“<i>全力以赴，今年我们已经宣布或交付了100多种产品和功能。随着我们继续通过Cloudflare强大的全球网络提供关键业务产品和替代点解决方案，我们不会放慢脚步。”-</i>马修·普林斯，首席执行官兼联合创始人。</blockquote></p><p> The company reported its first-quarter earnings on Thursday, in which revenue rose 51% year-over-year to $138.1 million. The network security and content delivery network (CDN) provider also sees strong large customer growth, with a record addition of roughly 120 large customers in the quarter. More importantly, large customers now represent greater than 50% of revenue. Following these earnings, the NET stock is now trading 7.14% higher in pre-market trading as of 7.09 a.m. ET. With such strong fundamentals, should investors buy NET stock right now?</p><p><blockquote>该公司周四公布了第一季度财报，营收同比增长51%至1.381亿美元。这家网络安全和内容交付网络(CDN)提供商也看到了强劲的大客户增长，本季度新增了约120家大客户，创历史新高。更重要的是，大客户现在占收入的50%以上。发布这些财报后，截至美国东部时间上午7点09分，NET股票在盘前交易中上涨7.14%。基本面如此强劲，投资者现在应该购买NET股票吗？</blockquote></p><p> <b>[Read More]</b>&nbsp;Best Tech Stocks To Buy Now? 4 Names To Know</p><p><blockquote><b>[阅读更多]</b>现在最值得购买的科技股？4个需要知道的名字</blockquote></p><p> Fastly</p><p><blockquote>快速地</blockquote></p><p> Fastly was one hot stock to watch in 2020. The company is a key player in the CDN space. Arguably, the real trick up Fastly’s sleeves are its edge computing capabilities. But the reason many investors are paying attention to Fastly right now is that FSLY stock was tumbling, closing nearly 30% lower on Thursday’s intraday trading. This came as the edge-computing specialist came up slightly short of estimates in its first-quarter earnings report. Separately, CFO Adriel Lares stepping down as CFO also spooked investors.</p><p><blockquote>Fastly是2020年值得关注的热门股票之一。该公司是CDN领域的主要参与者。可以说，Fastly真正的锦囊妙计是其边缘计算能力。但许多投资者现在关注Fastly的原因是FSLY股价暴跌，周四盘中收盘下跌近30%。与此同时，这家边缘计算专家在第一季度收益报告中的业绩略低于预期。另外，首席财务官阿德里尔·拉雷斯(Adriel Lares)辞去首席财务官职务也令投资者感到恐慌。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/739c26a7d97dc3c4dea22c32f05794e8\" tg-width=\"759\" tg-height=\"468\" referrerpolicy=\"no-referrer\">Source: TD Ameritrade TOS</p><p><blockquote>资料来源：德美利证券TOS</blockquote></p><p></p><p> But let’s take a step back and digest these earnings carefully. Do you think FSLY stock is being overly punished here? Fastly’s revenue came in 35% in the quarter to $84.9 million, which was only slightly short of estimates at $85.1 million. While the net retention rate was slightly lower than its previous quarter, its total customer count actually increased from 2,084 in the fourth quarter to 2,207. Sure, the company may have missed top and bottom-line estimates, but the difference was only marginal.</p><p><blockquote>但让我们退一步，仔细消化这些收益。您认为FSLY股票在这里受到了过度惩罚吗？Fastly本季度收入增长35%，达到8490万美元，仅略低于预期的8510万美元。虽然净保留率略低于上一季度，但其客户总数实际上从第四季度的2,084人增加到2,207人。当然，该公司可能没有达到顶线和底线的预期，但差异只是微不足道的。</blockquote></p><p> According to CEO Joshua Bixby, the company observed that many of the trends that emerged last year appear to have become permanent, even as the economy reopens. He believes Fastly is uniquely positioned to serve companies as they adjust to this new reality. Thus, would you consider buying FSLY stock on the dip?</p><p><blockquote>首席执行官约书亚·比克斯比(Joshua Bixby)表示，该公司观察到，即使经济重新开放，去年出现的许多趋势似乎也已成为永久性的。他认为，Fastly在为适应这一新现实的公司提供服务方面具有独特的优势。因此，您会考虑逢低买入FSLY股票吗？</blockquote></p><p> <b>Read More</b></p><p><blockquote><b>阅读更多</b></blockquote></p><p> <ul>  <li>Hot Stocks To Buy? 4 Growth Stocks To Watch</li>  <li>Most Active Stocks To Buy Today? 4 Renewable Energy Stocks To Consider</li> </ul> Amazon.com</p><p><blockquote><ul><li>热门股票值得买入？4只值得关注的成长型股票</li><li>今天最值得买入的活跃股票？值得考虑的4只可再生能源股票</li></ul>亚马逊</blockquote></p><p> Amazon is a multinational technology company that focuses on e-commerce and cloud computing. The company has been one of the most influential economic forces in the world and is also one of the world’s most valuable brands. AMZN stock surged to an all-time high of $3,554 before retreating to a current level of around $3,300. That initially seems like a “<i>buy the rumor, sell the news</i>” kind of trade for traders, especially after a strong earnings beat.</p><p><blockquote>亚马逊是一家专注于电子商务和云计算的跨国科技公司。该公司一直是全球最具影响力的经济力量之一，也是全球最有价值的品牌之一。AMZN股价飙升至3,554美元的历史高点，然后回落至目前3,300美元左右的水平。这最初似乎是一个“<i>买入谣言，卖出消息</i>“对于交易者来说，这是一种交易，尤其是在盈利强劲增长之后。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/0aa69c958c58628e910c48f96fca81e9\" tg-width=\"759\" tg-height=\"468\" referrerpolicy=\"no-referrer\">Source: TD Ameritrade TOS</p><p><blockquote>资料来源：德美利证券TOS</blockquote></p><p> An interesting fact is, not only are traders taking some profit, CEO Jeff Bezos this week sold nearly $2 billion worth of AMZN stock. He previously said he’d sell about $1 billion in AMZN stock each year to fund his space exploration company, Blue Origin.</p><p><blockquote>一个有趣的事实是，不仅交易员获利了结，首席执行官杰夫·贝索斯本周还出售了价值近20亿美元的亚马逊股票。他此前表示，他每年将出售约10亿美元的AMZN股票，为他的太空探索公司蓝色起源提供资金。</blockquote></p><p> In case you have missed it, the company reported net sales of $108.5 billion in the first quarter, a 44% increase year-over-year. Net income increased to $8.1 billion for the quarter or $15.79 per diluted share. The company also ended the quarter with a free cash flow of $26.4 billion. Looking ahead, Amazon said it expects to generate revenue between $110 billion and $116 billion for Q2. All things considered, would you say that AMZN stock is trading at an attractive valuation right now?</p><p><blockquote>如果您错过了，该公司报告第一季度净销售额为1085亿美元，同比增长44%。本季度净利润增至81亿美元，即稀释后每股收益15.79美元。该公司本季度末的自由现金流为264亿美元。展望未来，亚马逊表示，预计第二季度营收将在1100亿美元至1160亿美元之间。综合考虑，您认为AMZN股票目前的估值有吸引力吗？</blockquote></p><p> <b>[Read More]</b>&nbsp;4 Top Fintech Stocks To Watch After PayPal Reported Record Earnings</p><p><blockquote><b>[阅读更多]</b>PayPal公布创纪录盈利后值得关注的4只顶级金融科技股</blockquote></p><p> Twilio</p><p><blockquote>Twilio</blockquote></p><p> After easily beating its own forecast for a fifth consecutive quarter amid strong pandemic growth, some investors were surprised why Twilio stocks were pulling back on Thursday’s intraday trading. Despite having posted a strong first-quarter earnings report on Wednesday, TWLO stock didn’t receive an immediate boost and many are punishing the stock because the company projected a June quarter loss that would be wider than Wall Street has been expecting.</p><p><blockquote>在疫情强劲增长的情况下，Twilio连续第五个季度轻松超出预期后，一些投资者对Twilio股价在周四盘中回调感到惊讶。尽管周三发布了强劲的第一季度收益报告，但TWLO股价并没有立即受到提振，许多人正在惩罚该股，因为该公司预计6月份季度的亏损将超出华尔街的预期。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/97cd2f79ff5e32f41eb0cd9aba0292c8\" tg-width=\"759\" tg-height=\"468\" referrerpolicy=\"no-referrer\">Source: TD Ameritrade TOS</p><p><blockquote>资料来源：德美利证券TOS</blockquote></p><p> For the quarter, revenue came in 62% higher to $590 million, beating analysts’ estimates of $532.9 million. The company also posted a dollar-based net expansion rate of 133%. This simply means that existing customers increased their spending by 33%. Overall, the company has brought in another solid quarter, but investors appear to be treading cautiously.</p><p><blockquote>该季度收入增长62%，达到5.9亿美元，超出分析师预期的5.329亿美元。该公司还公布了以美元计算的净增长率为133%。这仅仅意味着现有客户的支出增加了33%。总体而言，该公司又迎来了一个稳健的季度，但投资者似乎持谨慎态度。</blockquote></p><p> CEO Jeff Lawson believes the shift in the way companies engage with their customers is driving a generational opportunity for Twilio. Now, TWLO stock is not exactly cheap by any measure. However, if you believe that the company could grow into its valuation, should you buy TWLO stock on its recent weakness?</p><p><blockquote>首席执行官杰夫·劳森(Jeff Lawson)认为，公司与客户互动方式的转变正在为Twilio带来一代人的机遇。现在，无论以何种标准衡量，TWLO的股票都并不便宜。然而，如果您相信该公司可以达到其估值，您是否应该在TWLO股票最近的疲软时购买其股票？</blockquote></p><p></p>","source":"lsy1603171495471","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>Cheap Stocks To Buy? 4 Cloud Computing Stocks To Know<blockquote>买便宜的股票？需要了解的4只云计算股票</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\">\nCheap Stocks To Buy? 4 Cloud Computing Stocks To Know<blockquote>买便宜的股票？需要了解的4只云计算股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Nasdaq</strong><span class=\"h-time small\">2021-05-08 13:18</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Should Investors Buy These Cloud Stocks Amid The Recent Pullback?</p><p><blockquote>在最近的回调中，投资者应该购买这些云股票吗？</blockquote></p><p> 2020 was a banner year forcloud computing stocks. In the past year, if you wanted to make money, the easiest way was to buy top cloud computing stocks in thestock market. Thanks to the coronavirus pandemic, demand for cloud services skyrocketed to all-time highs. With companies focusing on digital acceleration, cloud infrastructure is vital to have. Being able to conveniently store and access company data is paramount as companies are still pushing their projects and innovations amidst these troubled times. Investors and companies seem to be aware of these trends. For instance, Microsoft (NASDAQ: MSFT) has enjoyed a strong increase in revenue in the cloud segment as reflected from their latest financials.</p><p><blockquote>2020年对于云计算股票来说是辉煌的一年。在过去的一年里，如果你想赚钱，最简单的方法就是在股票市场上购买顶级云计算股票。由于冠状病毒大流行，对云服务的需求飙升至历史新高。随着公司专注于数字化加速，云基础设施至关重要。能够方便地存储和访问公司数据至关重要，因为公司仍在这些困难时期推动他们的项目和创新。投资者和公司似乎都意识到了这些趋势。例如，微软（纳斯达克股票代码：MSFT）在云领域的收入强劲增长，这反映在其最新的财务数据中。</blockquote></p><p> There’s no denying that valuations are still high despite the recent pullback. Some say thesetop cloud stocksare priced to perfection. As such, when there’s a slight disappointment in their earnings report, it is enough to send these stocks sliding. But technology is sticky. Many companies are not going to uproot their software abruptly. The benefits from cloud apps will continue to manifest even after offices reopen. Thus, many of the best cloud stocks to watch will continue to benefit. Let’s put it this way. You can think of it as the growth being pulled forward, but there is still plenty of growth ahead.</p><p><blockquote>不可否认的是，尽管最近有所回调，但估值仍然很高。有人说这些顶级云股票的定价非常完美。因此，当他们的收益报告略有令人失望时，就足以导致这些股票下滑。但是技术是有粘性的。许多公司不会突然根除他们的软件。即使在办公室重新开放后，云应用的好处仍将继续显现。因此，许多最值得关注的云股票将继续受益。这么说吧。你可以把它想象成增长被向前拉，但未来仍有大量增长。</blockquote></p><p> With the increasing viability of cloud computing, it could appear to some as a profitable endeavor. However, there is no such thing as easy gains. Even the most seasoned investors would have a challenge sorting the wheat from the chaff in this ever-growing industry. Some may stay clear from cloud stocks amid the recent weakness, but others may see the dip as an opportunity to buy at discounts. If you are with the latter, do you have these cloud stocks on your watchlist in thestock market today?</p><p><blockquote>随着云计算的可行性越来越高，在一些人看来，这可能是一项有利可图的努力。然而，没有容易获得的东西。在这个不断增长的行业中，即使是最有经验的投资者也很难区分小麦和谷壳。在最近的疲软中，一些人可能会远离云股票，但其他人可能会将下跌视为折扣买入的机会。如果您属于后者，那么今天股市的观察名单上是否有这些云股票？</blockquote></p><p> Cloud Computing Stocks To Watch In 2021</p><p><blockquote>2021年值得关注的云计算股票</blockquote></p><p> <ul>  <li><b>Cloudflare Inc.</b>(NYSE: NET)</li>  <li><b>Fastly Inc.</b>(NYSE: FSLY)</li>  <li><b>Amazon.com Inc.</b>(NASDAQ: AMZN)</li>  <li><b>Twilio Inc.</b>(NYSE: TWLO)</li> </ul> Cloudflare</p><p><blockquote><ul><li><b>云耀斑公司。</b>（纽约证券交易所代码：NET）</li><li><b>法斯特利公司。</b>（纽约证券交易所代码：FSLY）</li><li><b>亚马逊公司。</b>（纳斯达克：AMZN）</li><li><b>特维利奥公司。</b>（纽约证券交易所代码：TWLO）</li></ul>Cloudflare</blockquote></p><p> Cloudflare is possibly one of the most exciting cloud companies to look out for if you are investing for the long term. For those unfamiliar with the business, Cloudflare’s aim is to build a better and safer internet. Some of the company’s potential growth drivers include serverless computing, internet of things (IoT), and 5G. These present massive opportunities for the company to tap into. With more businesses moving their operations to the cloud, Cloudflare could see explosive growth in this burgeoning cybersecurity industry. That’s because of its role in safeguarding and speeding up the internet.</p><p><blockquote>如果您正在进行长期投资，Cloudflare可能是最值得关注的云公司之一。对于那些不熟悉业务的人来说，Cloudflare的目标是构建一个更好、更安全的互联网。该公司的一些潜在增长动力包括无服务器计算、物联网(IoT)和5G。这些为公司提供了巨大的机会。随着越来越多的企业将其运营转移到云上，Cloudflare可能会在这个蓬勃发展的网络安全行业中出现爆炸性增长。那是因为它在保护和加速互联网方面的作用。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/98f0d4f49f85277ad8149a042646e49c\" tg-width=\"759\" tg-height=\"468\" referrerpolicy=\"no-referrer\">Source: TD Ameritrade TOS</p><p><blockquote>资料来源：德美利证券TOS</blockquote></p><p> “<i>Firing on all cylinders, we’ve already announced or delivered more than 100 products and capabilities this year. There’s no slowing down as we continue to deliver business-critical offerings and displace point solutions with Cloudflare’s robust global network.”-</i>Matthew Prince, CEO, and co-founder.</p><p><blockquote>“<i>全力以赴，今年我们已经宣布或交付了100多种产品和功能。随着我们继续通过Cloudflare强大的全球网络提供关键业务产品和替代点解决方案，我们不会放慢脚步。”-</i>马修·普林斯，首席执行官兼联合创始人。</blockquote></p><p> The company reported its first-quarter earnings on Thursday, in which revenue rose 51% year-over-year to $138.1 million. The network security and content delivery network (CDN) provider also sees strong large customer growth, with a record addition of roughly 120 large customers in the quarter. More importantly, large customers now represent greater than 50% of revenue. Following these earnings, the NET stock is now trading 7.14% higher in pre-market trading as of 7.09 a.m. ET. With such strong fundamentals, should investors buy NET stock right now?</p><p><blockquote>该公司周四公布了第一季度财报，营收同比增长51%至1.381亿美元。这家网络安全和内容交付网络(CDN)提供商也看到了强劲的大客户增长，本季度新增了约120家大客户，创历史新高。更重要的是，大客户现在占收入的50%以上。发布这些财报后，截至美国东部时间上午7点09分，NET股票在盘前交易中上涨7.14%。基本面如此强劲，投资者现在应该购买NET股票吗？</blockquote></p><p> <b>[Read More]</b>&nbsp;Best Tech Stocks To Buy Now? 4 Names To Know</p><p><blockquote><b>[阅读更多]</b>现在最值得购买的科技股？4个需要知道的名字</blockquote></p><p> Fastly</p><p><blockquote>快速地</blockquote></p><p> Fastly was one hot stock to watch in 2020. The company is a key player in the CDN space. Arguably, the real trick up Fastly’s sleeves are its edge computing capabilities. But the reason many investors are paying attention to Fastly right now is that FSLY stock was tumbling, closing nearly 30% lower on Thursday’s intraday trading. This came as the edge-computing specialist came up slightly short of estimates in its first-quarter earnings report. Separately, CFO Adriel Lares stepping down as CFO also spooked investors.</p><p><blockquote>Fastly是2020年值得关注的热门股票之一。该公司是CDN领域的主要参与者。可以说，Fastly真正的锦囊妙计是其边缘计算能力。但许多投资者现在关注Fastly的原因是FSLY股价暴跌，周四盘中收盘下跌近30%。与此同时，这家边缘计算专家在第一季度收益报告中的业绩略低于预期。另外，首席财务官阿德里尔·拉雷斯(Adriel Lares)辞去首席财务官职务也令投资者感到恐慌。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/739c26a7d97dc3c4dea22c32f05794e8\" tg-width=\"759\" tg-height=\"468\" referrerpolicy=\"no-referrer\">Source: TD Ameritrade TOS</p><p><blockquote>资料来源：德美利证券TOS</blockquote></p><p></p><p> But let’s take a step back and digest these earnings carefully. Do you think FSLY stock is being overly punished here? Fastly’s revenue came in 35% in the quarter to $84.9 million, which was only slightly short of estimates at $85.1 million. While the net retention rate was slightly lower than its previous quarter, its total customer count actually increased from 2,084 in the fourth quarter to 2,207. Sure, the company may have missed top and bottom-line estimates, but the difference was only marginal.</p><p><blockquote>但让我们退一步，仔细消化这些收益。您认为FSLY股票在这里受到了过度惩罚吗？Fastly本季度收入增长35%，达到8490万美元，仅略低于预期的8510万美元。虽然净保留率略低于上一季度，但其客户总数实际上从第四季度的2,084人增加到2,207人。当然，该公司可能没有达到顶线和底线的预期，但差异只是微不足道的。</blockquote></p><p> According to CEO Joshua Bixby, the company observed that many of the trends that emerged last year appear to have become permanent, even as the economy reopens. He believes Fastly is uniquely positioned to serve companies as they adjust to this new reality. Thus, would you consider buying FSLY stock on the dip?</p><p><blockquote>首席执行官约书亚·比克斯比(Joshua Bixby)表示，该公司观察到，即使经济重新开放，去年出现的许多趋势似乎也已成为永久性的。他认为，Fastly在为适应这一新现实的公司提供服务方面具有独特的优势。因此，您会考虑逢低买入FSLY股票吗？</blockquote></p><p> <b>Read More</b></p><p><blockquote><b>阅读更多</b></blockquote></p><p> <ul>  <li>Hot Stocks To Buy? 4 Growth Stocks To Watch</li>  <li>Most Active Stocks To Buy Today? 4 Renewable Energy Stocks To Consider</li> </ul> Amazon.com</p><p><blockquote><ul><li>热门股票值得买入？4只值得关注的成长型股票</li><li>今天最值得买入的活跃股票？值得考虑的4只可再生能源股票</li></ul>亚马逊</blockquote></p><p> Amazon is a multinational technology company that focuses on e-commerce and cloud computing. The company has been one of the most influential economic forces in the world and is also one of the world’s most valuable brands. AMZN stock surged to an all-time high of $3,554 before retreating to a current level of around $3,300. That initially seems like a “<i>buy the rumor, sell the news</i>” kind of trade for traders, especially after a strong earnings beat.</p><p><blockquote>亚马逊是一家专注于电子商务和云计算的跨国科技公司。该公司一直是全球最具影响力的经济力量之一，也是全球最有价值的品牌之一。AMZN股价飙升至3,554美元的历史高点，然后回落至目前3,300美元左右的水平。这最初似乎是一个“<i>买入谣言，卖出消息</i>“对于交易者来说，这是一种交易，尤其是在盈利强劲增长之后。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/0aa69c958c58628e910c48f96fca81e9\" tg-width=\"759\" tg-height=\"468\" referrerpolicy=\"no-referrer\">Source: TD Ameritrade TOS</p><p><blockquote>资料来源：德美利证券TOS</blockquote></p><p> An interesting fact is, not only are traders taking some profit, CEO Jeff Bezos this week sold nearly $2 billion worth of AMZN stock. He previously said he’d sell about $1 billion in AMZN stock each year to fund his space exploration company, Blue Origin.</p><p><blockquote>一个有趣的事实是，不仅交易员获利了结，首席执行官杰夫·贝索斯本周还出售了价值近20亿美元的亚马逊股票。他此前表示，他每年将出售约10亿美元的AMZN股票，为他的太空探索公司蓝色起源提供资金。</blockquote></p><p> In case you have missed it, the company reported net sales of $108.5 billion in the first quarter, a 44% increase year-over-year. Net income increased to $8.1 billion for the quarter or $15.79 per diluted share. The company also ended the quarter with a free cash flow of $26.4 billion. Looking ahead, Amazon said it expects to generate revenue between $110 billion and $116 billion for Q2. All things considered, would you say that AMZN stock is trading at an attractive valuation right now?</p><p><blockquote>如果您错过了，该公司报告第一季度净销售额为1085亿美元，同比增长44%。本季度净利润增至81亿美元，即稀释后每股收益15.79美元。该公司本季度末的自由现金流为264亿美元。展望未来，亚马逊表示，预计第二季度营收将在1100亿美元至1160亿美元之间。综合考虑，您认为AMZN股票目前的估值有吸引力吗？</blockquote></p><p> <b>[Read More]</b>&nbsp;4 Top Fintech Stocks To Watch After PayPal Reported Record Earnings</p><p><blockquote><b>[阅读更多]</b>PayPal公布创纪录盈利后值得关注的4只顶级金融科技股</blockquote></p><p> Twilio</p><p><blockquote>Twilio</blockquote></p><p> After easily beating its own forecast for a fifth consecutive quarter amid strong pandemic growth, some investors were surprised why Twilio stocks were pulling back on Thursday’s intraday trading. Despite having posted a strong first-quarter earnings report on Wednesday, TWLO stock didn’t receive an immediate boost and many are punishing the stock because the company projected a June quarter loss that would be wider than Wall Street has been expecting.</p><p><blockquote>在疫情强劲增长的情况下，Twilio连续第五个季度轻松超出预期后，一些投资者对Twilio股价在周四盘中回调感到惊讶。尽管周三发布了强劲的第一季度收益报告，但TWLO股价并没有立即受到提振，许多人正在惩罚该股，因为该公司预计6月份季度的亏损将超出华尔街的预期。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/97cd2f79ff5e32f41eb0cd9aba0292c8\" tg-width=\"759\" tg-height=\"468\" referrerpolicy=\"no-referrer\">Source: TD Ameritrade TOS</p><p><blockquote>资料来源：德美利证券TOS</blockquote></p><p> For the quarter, revenue came in 62% higher to $590 million, beating analysts’ estimates of $532.9 million. The company also posted a dollar-based net expansion rate of 133%. This simply means that existing customers increased their spending by 33%. Overall, the company has brought in another solid quarter, but investors appear to be treading cautiously.</p><p><blockquote>该季度收入增长62%，达到5.9亿美元，超出分析师预期的5.329亿美元。该公司还公布了以美元计算的净增长率为133%。这仅仅意味着现有客户的支出增加了33%。总体而言，该公司又迎来了一个稳健的季度，但投资者似乎持谨慎态度。</blockquote></p><p> CEO Jeff Lawson believes the shift in the way companies engage with their customers is driving a generational opportunity for Twilio. Now, TWLO stock is not exactly cheap by any measure. However, if you believe that the company could grow into its valuation, should you buy TWLO stock on its recent weakness?</p><p><blockquote>首席执行官杰夫·劳森(Jeff Lawson)认为，公司与客户互动方式的转变正在为Twilio带来一代人的机遇。现在，无论以何种标准衡量，TWLO的股票都并不便宜。然而，如果您相信该公司可以达到其估值，您是否应该在TWLO股票最近的疲软时购买其股票？</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.nasdaq.com/articles/cheap-stocks-to-buy-4-cloud-computing-stocks-to-know-2021-05-07\">Nasdaq</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":{"NET":"Cloudflare, Inc.","FSLY":"Fastly, Inc.","AMZN":"亚马逊","TWLO":"Twilio Inc"},"source_url":"https://www.nasdaq.com/articles/cheap-stocks-to-buy-4-cloud-computing-stocks-to-know-2021-05-07","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1162850808","content_text":"Should Investors Buy These Cloud Stocks Amid The Recent Pullback?\n2020 was a banner year forcloud computing stocks. In the past year, if you wanted to make money, the easiest way was to buy top cloud computing stocks in thestock market. Thanks to the coronavirus pandemic, demand for cloud services skyrocketed to all-time highs. With companies focusing on digital acceleration, cloud infrastructure is vital to have. Being able to conveniently store and access company data is paramount as companies are still pushing their projects and innovations amidst these troubled times. Investors and companies seem to be aware of these trends. For instance, Microsoft (NASDAQ: MSFT) has enjoyed a strong increase in revenue in the cloud segment as reflected from their latest financials.\nThere’s no denying that valuations are still high despite the recent pullback. Some say thesetop cloud stocksare priced to perfection. As such, when there’s a slight disappointment in their earnings report, it is enough to send these stocks sliding. But technology is sticky. Many companies are not going to uproot their software abruptly. The benefits from cloud apps will continue to manifest even after offices reopen. Thus, many of the best cloud stocks to watch will continue to benefit. Let’s put it this way. You can think of it as the growth being pulled forward, but there is still plenty of growth ahead.\nWith the increasing viability of cloud computing, it could appear to some as a profitable endeavor. However, there is no such thing as easy gains. Even the most seasoned investors would have a challenge sorting the wheat from the chaff in this ever-growing industry. Some may stay clear from cloud stocks amid the recent weakness, but others may see the dip as an opportunity to buy at discounts. If you are with the latter, do you have these cloud stocks on your watchlist in thestock market today?\nCloud Computing Stocks To Watch In 2021\n\nCloudflare Inc.(NYSE: NET)\nFastly Inc.(NYSE: FSLY)\nAmazon.com Inc.(NASDAQ: AMZN)\nTwilio Inc.(NYSE: TWLO)\n\nCloudflare\nCloudflare is possibly one of the most exciting cloud companies to look out for if you are investing for the long term. For those unfamiliar with the business, Cloudflare’s aim is to build a better and safer internet. Some of the company’s potential growth drivers include serverless computing, internet of things (IoT), and 5G. These present massive opportunities for the company to tap into. With more businesses moving their operations to the cloud, Cloudflare could see explosive growth in this burgeoning cybersecurity industry. That’s because of its role in safeguarding and speeding up the internet.\nSource: TD Ameritrade TOS\n“Firing on all cylinders, we’ve already announced or delivered more than 100 products and capabilities this year. There’s no slowing down as we continue to deliver business-critical offerings and displace point solutions with Cloudflare’s robust global network.”-Matthew Prince, CEO, and co-founder.\nThe company reported its first-quarter earnings on Thursday, in which revenue rose 51% year-over-year to $138.1 million. The network security and content delivery network (CDN) provider also sees strong large customer growth, with a record addition of roughly 120 large customers in the quarter. More importantly, large customers now represent greater than 50% of revenue. Following these earnings, the NET stock is now trading 7.14% higher in pre-market trading as of 7.09 a.m. ET. With such strong fundamentals, should investors buy NET stock right now?\n[Read More] Best Tech Stocks To Buy Now? 4 Names To Know\nFastly\nFastly was one hot stock to watch in 2020. The company is a key player in the CDN space. Arguably, the real trick up Fastly’s sleeves are its edge computing capabilities. But the reason many investors are paying attention to Fastly right now is that FSLY stock was tumbling, closing nearly 30% lower on Thursday’s intraday trading. This came as the edge-computing specialist came up slightly short of estimates in its first-quarter earnings report. Separately, CFO Adriel Lares stepping down as CFO also spooked investors.\nSource: TD Ameritrade TOS\nBut let’s take a step back and digest these earnings carefully. Do you think FSLY stock is being overly punished here? Fastly’s revenue came in 35% in the quarter to $84.9 million, which was only slightly short of estimates at $85.1 million. While the net retention rate was slightly lower than its previous quarter, its total customer count actually increased from 2,084 in the fourth quarter to 2,207. Sure, the company may have missed top and bottom-line estimates, but the difference was only marginal.\nAccording to CEO Joshua Bixby, the company observed that many of the trends that emerged last year appear to have become permanent, even as the economy reopens. He believes Fastly is uniquely positioned to serve companies as they adjust to this new reality. Thus, would you consider buying FSLY stock on the dip?\nRead More\n\nHot Stocks To Buy? 4 Growth Stocks To Watch\nMost Active Stocks To Buy Today? 4 Renewable Energy Stocks To Consider\n\nAmazon.com\nAmazon is a multinational technology company that focuses on e-commerce and cloud computing. The company has been one of the most influential economic forces in the world and is also one of the world’s most valuable brands. AMZN stock surged to an all-time high of $3,554 before retreating to a current level of around $3,300. That initially seems like a “buy the rumor, sell the news” kind of trade for traders, especially after a strong earnings beat.\nSource: TD Ameritrade TOS\nAn interesting fact is, not only are traders taking some profit, CEO Jeff Bezos this week sold nearly $2 billion worth of AMZN stock. He previously said he’d sell about $1 billion in AMZN stock each year to fund his space exploration company, Blue Origin.\nIn case you have missed it, the company reported net sales of $108.5 billion in the first quarter, a 44% increase year-over-year. Net income increased to $8.1 billion for the quarter or $15.79 per diluted share. The company also ended the quarter with a free cash flow of $26.4 billion. Looking ahead, Amazon said it expects to generate revenue between $110 billion and $116 billion for Q2. All things considered, would you say that AMZN stock is trading at an attractive valuation right now?\n[Read More] 4 Top Fintech Stocks To Watch After PayPal Reported Record Earnings\nTwilio\nAfter easily beating its own forecast for a fifth consecutive quarter amid strong pandemic growth, some investors were surprised why Twilio stocks were pulling back on Thursday’s intraday trading. Despite having posted a strong first-quarter earnings report on Wednesday, TWLO stock didn’t receive an immediate boost and many are punishing the stock because the company projected a June quarter loss that would be wider than Wall Street has been expecting.\nSource: TD Ameritrade TOS\nFor the quarter, revenue came in 62% higher to $590 million, beating analysts’ estimates of $532.9 million. The company also posted a dollar-based net expansion rate of 133%. This simply means that existing customers increased their spending by 33%. Overall, the company has brought in another solid quarter, but investors appear to be treading cautiously.\nCEO Jeff Lawson believes the shift in the way companies engage with their customers is driving a generational opportunity for Twilio. Now, TWLO stock is not exactly cheap by any measure. However, if you believe that the company could grow into its valuation, should you buy TWLO stock on its recent weakness?","news_type":1,"symbols_score_info":{"FSLY":0.9,"TWLO":0.9,"AMZN":0.9,"NET":0.9}},"isVote":1,"tweetType":1,"viewCount":612,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":107809207,"gmtCreate":1620459197709,"gmtModify":1634198582674,"author":{"id":"3581757019260170","authorId":"3581757019260170","name":"Fei99","avatar":"https://static.tigerbbs.com/2e3173edce6ea237022134d5d1691222","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581757019260170","authorIdStr":"3581757019260170"},"themes":[],"htmlText":"Good!","listText":"Good!","text":"Good!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/107809207","repostId":"1117135949","repostType":2,"isVote":1,"tweetType":1,"viewCount":671,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":169541138,"gmtCreate":1623844978924,"gmtModify":1634027226798,"author":{"id":"3581757019260170","authorId":"3581757019260170","name":"Fei99","avatar":"https://static.tigerbbs.com/2e3173edce6ea237022134d5d1691222","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581757019260170","authorIdStr":"3581757019260170"},"themes":[],"htmlText":"[流泪]&nbsp;","listText":"[流泪]&nbsp;","text":"[流泪]","images":[{"img":"https://static.tigerbbs.com/0d890aea15cb8f24063ac163246190e7","width":"1080","height":"2147"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/169541138","isVote":1,"tweetType":1,"viewCount":490,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":113433827,"gmtCreate":1622631938469,"gmtModify":1634099765559,"author":{"id":"3581757019260170","authorId":"3581757019260170","name":"Fei99","avatar":"https://static.tigerbbs.com/2e3173edce6ea237022134d5d1691222","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581757019260170","authorIdStr":"3581757019260170"},"themes":[],"htmlText":"Both also good","listText":"Both also good","text":"Both also good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/113433827","repostId":"1152687413","repostType":2,"repost":{"id":"1152687413","kind":"news","pubTimestamp":1622624555,"share":"https://www.laohu8.com/m/news/1152687413?lang=zh_CN&edition=full","pubTime":"2021-06-02 17:02","market":"us","language":"en","title":"Apple Stock Vs. Google Stock: Which Is The Better Buy?<blockquote>苹果股票与谷歌股票：哪个更值得购买？</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1152687413","media":"seekingalpha","summary":"Summary\n\nApple is generally the most owned stock by retail investors at any given time. Google, also","content":"<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul>  <li>Apple is generally the most owned stock by retail investors at any given time. Google, also known as Alphabet, is a favorite of institutional investors.</li>  <li>Both companies have made tens of thousands of employees and shareholders multi-millionaires, but going forward, I believe one stock offers better prospects than the other.</li>  <li>I compare Apple and Google on valuation, growth prospects, institutional ownership, and volatility.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c1d1935740482372c9374a4036065586\" tg-width=\"768\" tg-height=\"511\"><span>Photo by dicus63/iStock via Getty Images</span></p><p><blockquote><ul><li>苹果通常是散户投资者在任何特定时间持有最多的股票。谷歌，也被称为Alphabet，是机构投资者的最爱。</li><li>两家公司都让数以万计的员工和股东成为了千万富翁，但展望未来，我相信一只股票比另一只股票提供了更好的前景。</li><li>我比较了苹果和谷歌的估值、增长前景、机构所有权和波动性。</li></ul><p class=\"t-img-caption\"><span>摄影：dicus63/iStock，来自Getty Images</span></p></blockquote></p><p> Apple (AAPL) and Google (GOOG) are two great American success stories, with each making tens of thousands of shareholders and employees multimillionaires. A 2012 analysis by&nbsp;<i>Reuters</i>&nbsp;ballparked the average Apple corporate employee as having vested over their career about&nbsp;$3.4 million in AAPL before taxes, today with the 10x higher share price but more employees to divide by, I would guess this number would probably be around $10-$20 million before taxes (with senior people obviously having earned more and junior having earned less). Google is known for being even more generous with stock grants. When the company went public, the<i>New York Times</i>reported that stock options made the company&nbsp;masseuse a multi-millionaire, among many other employees. Google and Apple created great wealth, but Microsoft (MSFT) takes the cake for employee millionaires,creating over 10,000 millionaires. As fate would have it, my dad lived in Seattle in the 1980s when Microsoft was in its early days–he turned down a job offer from Microsoft for reasons unknown.</p><p><blockquote>苹果（AAPL）和谷歌（GOOG）是美国两个伟大的成功故事，每一个都让数以万计的股东和员工成为千万富翁。2012年分析<i>路透社</i>据估计，苹果公司员工的平均职业生涯在AAPL的税前收益约为340万美元，如今股价上涨了10倍，但要除以更多员工，我猜这个数字可能在税前10-2000万美元左右（高年级学生显然挣得更多，低年级学生挣得更少）。众所周知，谷歌在股票授予方面更加慷慨。公司上市时，<i>纽约时报</i>报道称，股票期权使公司按摩师和许多其他员工成为千万富翁。谷歌和苹果创造了巨大的财富，但微软(MSFT)却为员工百万富翁锦上添花，创造了超过10,000名百万富翁。正如命运安排的那样，我父亲在20世纪80年代住在西雅图，当时微软正处于起步阶段——他拒绝了微软的一份工作，原因不明。</blockquote></p><p> Here in the<i>Seeking Alpha</i>comment section, there are more than a few shareholders who have become multi-millionaires from investing in technology stocks, especially Apple. Since 2004 (when Google went public), both Google and Apple have seen remarkable success, with Apple returning about $240 (including dividends) on a $1 investment as of my writing this, and Google returning $47. Google clearly executed its business plan well, but Apple hit a home run when they launched the best-selling product of all time (iPhone).</p><p><blockquote>在这里<i>寻求阿尔法</i>评论区，通过投资科技股成为千万富翁的股民不在少数，尤其是苹果。自2004年（谷歌上市）以来，谷歌和苹果都取得了显著的成功，截至我撰写本文时，苹果1美元投资回报约240美元（包括股息），谷歌回报47美元。谷歌显然很好地执行了它的商业计划，但苹果在推出有史以来最畅销的产品（iPhone）时打出了全垒打。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b68434cfa2b94b754cfa88ed1118e7ea\" tg-width=\"635\" tg-height=\"452\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据来自YCharts</span></p></blockquote></p><p> Their success didn't happen overnight, however, rather it accumulated over time. This gave savvy investors many chances (and second chances) to buy in and join in the party. Apple, in particular, did not see a linear path to success, the company we know today would barely be recognizable in 1997 (before the graph starts) when Steve Jobs returned to a company&nbsp;at the brink of bankruptcy. Google, on the other hand, executed far more quietly, with less drama, intrigue, and publicity.</p><p><blockquote>然而，他们的成功不是一夜之间发生的，而是随着时间的推移积累起来的。这给了精明的投资者很多机会（和第二次机会）买入并加入这个派对。尤其是苹果，他没有看到通往成功的线性路径，我们今天所知道的公司在1997年（图表开始之前）几乎认不出来，当时史蒂夫·乔布斯回到了一家濒临破产的公司。另一方面，谷歌的执行要安静得多，没有那么戏剧性、阴谋和宣传。</blockquote></p><p> Let's start our analysis by looking at valuations for both Apple and Google.</p><p><blockquote>让我们从苹果和谷歌的估值开始我们的分析。</blockquote></p><p> <b>Valuation: Apple Vs. Google</b></p><p><blockquote><b>估值：苹果与谷歌</b></blockquote></p><p> Apple currently trades for&nbsp;24x 2021 earnings estimates. For reference, the S&amp;P 500 (SPY) trades for about 21.5x earnings.</p><p><blockquote>苹果目前的交易价格为2021年盈利预期的24倍。作为参考，标普500（SPDR标普500指数ETF）的市盈率约为21.5倍。</blockquote></p><p> <ul>  <li>For most of the past decade, Apple has traded between&nbsp;10x and 20x earnings.</li>  <li>As recently as 2018, Apple traded for 12-13x earnings.</li>  <li>Apple's valuation has risen in large part due to the growth in its services segment, which allows Apple to make money from existing iPhones rather than having to go out and sell tons of new phones every year.</li>  <li>Apple probably deserves to trade at a higher valuation than before, but 24x seems a little high to me because their growth in earnings per share has been driven in large part by share buybacks (which require a low valuation to be very effective in the long run), and while overall&nbsp;net income for the company has grown over the last 5 years, it has been a bumpy ride–one that was helped greatly by the cut in the US corporate tax rate in 2017.</li> </ul> Google Class A stock (GOOGL),which is the class you should buy&nbsp;currently trades for 27x its 2021 earnings estimates.</p><p><blockquote><ul><li>在过去十年的大部分时间里，苹果的市盈率在10倍到20倍之间。</li><li>就在2018年，苹果的市盈率为12-13倍。</li><li>苹果的估值上升很大程度上是由于其服务部门的增长，这使得苹果能够从现有的iPhone中赚钱，而不必每年出去销售大量的新手机。</li><li>苹果可能应该以比以前更高的估值进行交易，但24倍对我来说似乎有点高，因为他们每股收益的增长在很大程度上是由股票回购推动的（从长远来看，这需要较低的估值才能非常有效）），虽然该公司的整体净利润在过去5年中有所增长，但这是一段坎坷的旅程——这在很大程度上得益于2017年美国企业税率的下调。</li></ul>谷歌A类股票（GOOGL）是您应该购买的类别，目前的交易价格是其2021年盈利预期的27倍。</blockquote></p><p> <ul>  <li>Googlehas generally tradedat 20-30x earnings in the past decade.</li>  <li>Google is a lot more of a traditional growth stock in the smoothness and growth rate over recent years.</li>  <li>Google's P/E ratio has declined over time as the company has grown larger, while Apple's has increased.</li>  <li>Google has a higher expected earnings growth rate than Apple does.</li> </ul> <b>Apple Vs. Google Earnings Growth Prospects</b></p><p><blockquote><ul><li>过去十年，谷歌的市盈率通常为20-30倍。</li><li>近年来，谷歌的平稳性和增长率更像是一只传统的成长型股票。</li><li>随着时间的推移，谷歌的市盈率随着公司规模的扩大而下降，而苹果的市盈率则有所上升。</li><li>谷歌的预期盈利增长率高于苹果。</li></ul><b>苹果与谷歌盈利增长前景</b></blockquote></p><p> Apple's best bet for growth is to sell a ton of iPhones to consumers and then get them paying for services, which they've been successful at doing thus far in the 2020s. Consensus analyst estimates for Apple go out to 2023, and they show growth, but nothing crazy. Estimates have risen greatly since the pandemic lows.</p><p><blockquote>苹果增长的最佳选择是向消费者销售大量iPhone，然后让他们为服务付费，这是他们在2020年代迄今为止成功做到的。分析师对苹果的普遍预测是到2023年，它们显示出增长，但没有什么疯狂的。自大流行低点以来，估计已大幅上升。</blockquote></p><p></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b0a757e1d090a7852ba8eea5d581221c\" tg-width=\"635\" tg-height=\"436\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据来自YCharts</span></p></blockquote></p><p> One irony of Apple's services revenue is that Google is their largest customer, paying somewhere in the neighborhood of a billion dollars per month to be the default search engine on iPhones. Apple essentially collects a royalty on its iPhones from Google, but how Google makes its money is interesting as well, from selling ads. Apple&nbsp;has discussed starting their own search engine, but they would give up the passive money Google gives them, which is pure profit for Apple and around 15-20 percent of its net income, for the entire company. One potential downside risk for both companies is that the US government declares them to be monopolies and breaks them up in one way or another. I view this as a remote possibility, but a possibility nonetheless.</p><p><blockquote>苹果服务收入的一个讽刺是，谷歌是他们最大的客户，每月支付近10亿美元成为iPhones上的默认搜索引擎。苹果基本上是从谷歌那里收取iPhone的版税，但谷歌通过销售广告赚钱的方式也很有趣。苹果已经讨论过启动自己的搜索引擎，但他们将放弃谷歌给他们的被动资金，这是苹果的纯利润，约占整个公司净利润的15-20%。这两家公司的一个潜在下行风险是，美国政府宣布它们为垄断企业，并以这样或那样的方式拆分它们。我认为这是一个遥远的可能性，但仍然是一个可能性。</blockquote></p><p> According to analysts, Google's growth prospects are sunnier, with advertising revenue expected to grow more or less like clockwork over time.</p><p><blockquote>分析师表示，谷歌的增长前景更加光明，随着时间的推移，广告收入预计将或多或少像时钟一样增长。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d4b74f5aab048ea890930972845c281d\" tg-width=\"635\" tg-height=\"436\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据来自YCharts</span></p></blockquote></p><p> Google is expected to see healthy growth in revenue and net income, and fundamentally, there are continued tailwinds for earnings.</p><p><blockquote>谷歌预计收入和净利润将健康增长，从根本上说，盈利将持续有利。</blockquote></p><p> <ul>  <li>The pandemic helped Google as advertisers found that Google, YouTube, etc. is a more effective way to advertise than traditional outlets like TV.</li>  <li>As more people globally get internet access and the global economies grow, Google benefits from a double tailwind.</li> </ul> <b>AAPL Vs. GOOGL: Institutional Ownership and Volatility</b></p><p><blockquote><ul><li>疫情帮助了谷歌，因为广告商发现谷歌、YouTube等。是一种比电视等传统媒体更有效的广告方式。</li><li>随着全球越来越多的人接入互联网和全球经济的增长，谷歌受益于双重顺风。</li></ul><b>AAPL与GOOGL：机构所有权和波动性</b></blockquote></p><p> Back when&nbsp;Robintrack&nbsp;still had data, it generally indicated that Apple was the most widely held stock by retail investors. On<i>Seeking Alpha</i>, Apple has the greatest number of followers of any ticker, so I generally think that Apple is the most commonly held stock by retail investors. Retail investors have strange taste in stocks, besides Apple, they generally love automakers and airlines, as well as whatever is going up the fastest at the moment, be it Dogecoin (DOGE-USD),AMC, or GameStop(NYSE:GME). In the case of Apple, anyone who bought and held would have made a killing. Another factor that kept retail investors out of Google in the past is the high share price. Many of the best-performing stocks in the market have high share prices because they don't split their stock. With fractional shares today, this is far less of an issue.</p><p><blockquote>当Robintrack还有数据时，它通常表明苹果是散户投资者持有最广泛的股票。在<i>寻求阿尔法</i>，苹果拥有所有股票中最多的关注者，所以我通常认为苹果是散户投资者最常持有的股票。散户投资者对股票的品味很奇怪，除了苹果之外，他们通常喜欢汽车制造商和航空公司，以及目前上涨最快的股票，无论是狗狗币（DOGE-USD）、AMC还是游戏驿站（NYSE：GME）。就苹果而言，任何买入并持有的人都会大赚一笔。过去让散户投资者远离谷歌的另一个因素是股价高企。市场上许多表现最好的股票之所以股价很高，是因为它们不拆股。对于今天的碎股来说，这已经不是什么问题了。</blockquote></p><p> Institutional investors like university endowments and pension funds have their own biases, but overall they tend to invest in the fastest-growing stocks.Popular stocks with institutional investors&nbsp;are perennial favorites like PayPal(NASDAQ:PYPL), Google, Visa(NYSE:V), and Mastercard(NYSE:MA). Google is one of the most popular stocks among institutional investors, while Apple is one of the most popular stocks with retail investors. I owned Apple stock for a long time, but with the current valuation, I'd honestly like to see it at or below $100 before I'd commit money to it. With Google, the current valuation may look high, but growth in earnings could easily make the purchase price look like a bargain 2-3 years down the road.</p><p><blockquote>大学捐赠基金和养老基金等机构投资者有自己的偏见，但总体而言，他们倾向于投资增长最快的股票。受机构投资者欢迎的股票是PayPal（纳斯达克股票代码：PYPL）、谷歌、Visa（纽约证券交易所股票代码：V）和万事达卡（纽约证券交易所股票代码：MA）等长期受欢迎的股票。谷歌是最受机构投资者欢迎的股票之一，而苹果是最受散户投资者欢迎的股票之一。我持有苹果股票很长时间了，但以目前的估值，老实说，我希望在投资之前看到它达到或低于100美元。对于谷歌来说，目前的估值可能看起来很高，但盈利的增长很容易让2-3年后的收购价格看起来很便宜。</blockquote></p><p> Apple is more volatile than Google, and this effect has increased in recent years. Apple's&nbsp;worst drawdown&nbsp;in the past decade is about 40 percent, while Google's worst drawdown is about 28 percent. I'd give an advantage to Google here.</p><p><blockquote>苹果的波动性比谷歌更大，而且这种效应近年来有所增加。苹果在过去十年中最严重的缩水约为40%，而谷歌最严重的缩水约为28%。我会给谷歌一个优势。</blockquote></p><p> <b>Conclusion</b></p><p><blockquote><b>结论</b></blockquote></p><p> Apple and Google are both popular tech stocks. Apple is a fan favorite with retail investors, while Google is popular with institutions. Both trade for slightly higher valuations than the S&amp;P 500 as a whole, and Google is slightly more expensive relative to earnings than Apple. The analyst consensus is that Google has better growth prospects than Apple at the moment, and I agree with this. Apple has returned more than Google has since Google became publicly traded in 2004. Apple stock is more volatile than Google and has historically seen more drawdowns and threats to its business.</p><p><blockquote>苹果和谷歌都是受欢迎的科技股。苹果是散户投资者的最爱，而谷歌则受到机构的欢迎。两者的估值均略高于整个标普500，而相对于盈利而言，谷歌的估值略高于苹果。分析师的共识是，谷歌目前的增长前景比苹果更好，我同意这一点。自2004年谷歌上市以来，苹果的回报超过了谷歌。苹果股票的波动性比谷歌更大，历史上其业务也经历过更多的回撤和威胁。</blockquote></p><p> Overall, I find Google a buy at current prices and would wait for a pullback to $100 to buy Apple.</p><p><blockquote>总体而言，我认为谷歌以当前价格值得买入，并会等待股价回落至100美元后再买入苹果。</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 Stock Vs. Google Stock: Which Is The Better Buy?<blockquote>苹果股票与谷歌股票：哪个更值得购买？</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 Stock Vs. Google Stock: Which Is The Better Buy?<blockquote>苹果股票与谷歌股票：哪个更值得购买？</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">seekingalpha</strong><span class=\"h-time small\">2021-06-02 17:02</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul>  <li>Apple is generally the most owned stock by retail investors at any given time. Google, also known as Alphabet, is a favorite of institutional investors.</li>  <li>Both companies have made tens of thousands of employees and shareholders multi-millionaires, but going forward, I believe one stock offers better prospects than the other.</li>  <li>I compare Apple and Google on valuation, growth prospects, institutional ownership, and volatility.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c1d1935740482372c9374a4036065586\" tg-width=\"768\" tg-height=\"511\"><span>Photo by dicus63/iStock via Getty Images</span></p><p><blockquote><ul><li>苹果通常是散户投资者在任何特定时间持有最多的股票。谷歌，也被称为Alphabet，是机构投资者的最爱。</li><li>两家公司都让数以万计的员工和股东成为了千万富翁，但展望未来，我相信一只股票比另一只股票提供了更好的前景。</li><li>我比较了苹果和谷歌的估值、增长前景、机构所有权和波动性。</li></ul><p class=\"t-img-caption\"><span>摄影：dicus63/iStock，来自Getty Images</span></p></blockquote></p><p> Apple (AAPL) and Google (GOOG) are two great American success stories, with each making tens of thousands of shareholders and employees multimillionaires. A 2012 analysis by&nbsp;<i>Reuters</i>&nbsp;ballparked the average Apple corporate employee as having vested over their career about&nbsp;$3.4 million in AAPL before taxes, today with the 10x higher share price but more employees to divide by, I would guess this number would probably be around $10-$20 million before taxes (with senior people obviously having earned more and junior having earned less). Google is known for being even more generous with stock grants. When the company went public, the<i>New York Times</i>reported that stock options made the company&nbsp;masseuse a multi-millionaire, among many other employees. Google and Apple created great wealth, but Microsoft (MSFT) takes the cake for employee millionaires,creating over 10,000 millionaires. As fate would have it, my dad lived in Seattle in the 1980s when Microsoft was in its early days–he turned down a job offer from Microsoft for reasons unknown.</p><p><blockquote>苹果（AAPL）和谷歌（GOOG）是美国两个伟大的成功故事，每一个都让数以万计的股东和员工成为千万富翁。2012年分析<i>路透社</i>据估计，苹果公司员工的平均职业生涯在AAPL的税前收益约为340万美元，如今股价上涨了10倍，但要除以更多员工，我猜这个数字可能在税前10-2000万美元左右（高年级学生显然挣得更多，低年级学生挣得更少）。众所周知，谷歌在股票授予方面更加慷慨。公司上市时，<i>纽约时报</i>报道称，股票期权使公司按摩师和许多其他员工成为千万富翁。谷歌和苹果创造了巨大的财富，但微软(MSFT)却为员工百万富翁锦上添花，创造了超过10,000名百万富翁。正如命运安排的那样，我父亲在20世纪80年代住在西雅图，当时微软正处于起步阶段——他拒绝了微软的一份工作，原因不明。</blockquote></p><p> Here in the<i>Seeking Alpha</i>comment section, there are more than a few shareholders who have become multi-millionaires from investing in technology stocks, especially Apple. Since 2004 (when Google went public), both Google and Apple have seen remarkable success, with Apple returning about $240 (including dividends) on a $1 investment as of my writing this, and Google returning $47. Google clearly executed its business plan well, but Apple hit a home run when they launched the best-selling product of all time (iPhone).</p><p><blockquote>在这里<i>寻求阿尔法</i>评论区，通过投资科技股成为千万富翁的股民不在少数，尤其是苹果。自2004年（谷歌上市）以来，谷歌和苹果都取得了显著的成功，截至我撰写本文时，苹果1美元投资回报约240美元（包括股息），谷歌回报47美元。谷歌显然很好地执行了它的商业计划，但苹果在推出有史以来最畅销的产品（iPhone）时打出了全垒打。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b68434cfa2b94b754cfa88ed1118e7ea\" tg-width=\"635\" tg-height=\"452\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据来自YCharts</span></p></blockquote></p><p> Their success didn't happen overnight, however, rather it accumulated over time. This gave savvy investors many chances (and second chances) to buy in and join in the party. Apple, in particular, did not see a linear path to success, the company we know today would barely be recognizable in 1997 (before the graph starts) when Steve Jobs returned to a company&nbsp;at the brink of bankruptcy. Google, on the other hand, executed far more quietly, with less drama, intrigue, and publicity.</p><p><blockquote>然而，他们的成功不是一夜之间发生的，而是随着时间的推移积累起来的。这给了精明的投资者很多机会（和第二次机会）买入并加入这个派对。尤其是苹果，他没有看到通往成功的线性路径，我们今天所知道的公司在1997年（图表开始之前）几乎认不出来，当时史蒂夫·乔布斯回到了一家濒临破产的公司。另一方面，谷歌的执行要安静得多，没有那么戏剧性、阴谋和宣传。</blockquote></p><p> Let's start our analysis by looking at valuations for both Apple and Google.</p><p><blockquote>让我们从苹果和谷歌的估值开始我们的分析。</blockquote></p><p> <b>Valuation: Apple Vs. Google</b></p><p><blockquote><b>估值：苹果与谷歌</b></blockquote></p><p> Apple currently trades for&nbsp;24x 2021 earnings estimates. For reference, the S&amp;P 500 (SPY) trades for about 21.5x earnings.</p><p><blockquote>苹果目前的交易价格为2021年盈利预期的24倍。作为参考，标普500（SPDR标普500指数ETF）的市盈率约为21.5倍。</blockquote></p><p> <ul>  <li>For most of the past decade, Apple has traded between&nbsp;10x and 20x earnings.</li>  <li>As recently as 2018, Apple traded for 12-13x earnings.</li>  <li>Apple's valuation has risen in large part due to the growth in its services segment, which allows Apple to make money from existing iPhones rather than having to go out and sell tons of new phones every year.</li>  <li>Apple probably deserves to trade at a higher valuation than before, but 24x seems a little high to me because their growth in earnings per share has been driven in large part by share buybacks (which require a low valuation to be very effective in the long run), and while overall&nbsp;net income for the company has grown over the last 5 years, it has been a bumpy ride–one that was helped greatly by the cut in the US corporate tax rate in 2017.</li> </ul> Google Class A stock (GOOGL),which is the class you should buy&nbsp;currently trades for 27x its 2021 earnings estimates.</p><p><blockquote><ul><li>在过去十年的大部分时间里，苹果的市盈率在10倍到20倍之间。</li><li>就在2018年，苹果的市盈率为12-13倍。</li><li>苹果的估值上升很大程度上是由于其服务部门的增长，这使得苹果能够从现有的iPhone中赚钱，而不必每年出去销售大量的新手机。</li><li>苹果可能应该以比以前更高的估值进行交易，但24倍对我来说似乎有点高，因为他们每股收益的增长在很大程度上是由股票回购推动的（从长远来看，这需要较低的估值才能非常有效）），虽然该公司的整体净利润在过去5年中有所增长，但这是一段坎坷的旅程——这在很大程度上得益于2017年美国企业税率的下调。</li></ul>谷歌A类股票（GOOGL）是您应该购买的类别，目前的交易价格是其2021年盈利预期的27倍。</blockquote></p><p> <ul>  <li>Googlehas generally tradedat 20-30x earnings in the past decade.</li>  <li>Google is a lot more of a traditional growth stock in the smoothness and growth rate over recent years.</li>  <li>Google's P/E ratio has declined over time as the company has grown larger, while Apple's has increased.</li>  <li>Google has a higher expected earnings growth rate than Apple does.</li> </ul> <b>Apple Vs. Google Earnings Growth Prospects</b></p><p><blockquote><ul><li>过去十年，谷歌的市盈率通常为20-30倍。</li><li>近年来，谷歌的平稳性和增长率更像是一只传统的成长型股票。</li><li>随着时间的推移，谷歌的市盈率随着公司规模的扩大而下降，而苹果的市盈率则有所上升。</li><li>谷歌的预期盈利增长率高于苹果。</li></ul><b>苹果与谷歌盈利增长前景</b></blockquote></p><p> Apple's best bet for growth is to sell a ton of iPhones to consumers and then get them paying for services, which they've been successful at doing thus far in the 2020s. Consensus analyst estimates for Apple go out to 2023, and they show growth, but nothing crazy. Estimates have risen greatly since the pandemic lows.</p><p><blockquote>苹果增长的最佳选择是向消费者销售大量iPhone，然后让他们为服务付费，这是他们在2020年代迄今为止成功做到的。分析师对苹果的普遍预测是到2023年，它们显示出增长，但没有什么疯狂的。自大流行低点以来，估计已大幅上升。</blockquote></p><p></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b0a757e1d090a7852ba8eea5d581221c\" tg-width=\"635\" tg-height=\"436\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据来自YCharts</span></p></blockquote></p><p> One irony of Apple's services revenue is that Google is their largest customer, paying somewhere in the neighborhood of a billion dollars per month to be the default search engine on iPhones. Apple essentially collects a royalty on its iPhones from Google, but how Google makes its money is interesting as well, from selling ads. Apple&nbsp;has discussed starting their own search engine, but they would give up the passive money Google gives them, which is pure profit for Apple and around 15-20 percent of its net income, for the entire company. One potential downside risk for both companies is that the US government declares them to be monopolies and breaks them up in one way or another. I view this as a remote possibility, but a possibility nonetheless.</p><p><blockquote>苹果服务收入的一个讽刺是，谷歌是他们最大的客户，每月支付近10亿美元成为iPhones上的默认搜索引擎。苹果基本上是从谷歌那里收取iPhone的版税，但谷歌通过销售广告赚钱的方式也很有趣。苹果已经讨论过启动自己的搜索引擎，但他们将放弃谷歌给他们的被动资金，这是苹果的纯利润，约占整个公司净利润的15-20%。这两家公司的一个潜在下行风险是，美国政府宣布它们为垄断企业，并以这样或那样的方式拆分它们。我认为这是一个遥远的可能性，但仍然是一个可能性。</blockquote></p><p> According to analysts, Google's growth prospects are sunnier, with advertising revenue expected to grow more or less like clockwork over time.</p><p><blockquote>分析师表示，谷歌的增长前景更加光明，随着时间的推移，广告收入预计将或多或少像时钟一样增长。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d4b74f5aab048ea890930972845c281d\" tg-width=\"635\" tg-height=\"436\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据来自YCharts</span></p></blockquote></p><p> Google is expected to see healthy growth in revenue and net income, and fundamentally, there are continued tailwinds for earnings.</p><p><blockquote>谷歌预计收入和净利润将健康增长，从根本上说，盈利将持续有利。</blockquote></p><p> <ul>  <li>The pandemic helped Google as advertisers found that Google, YouTube, etc. is a more effective way to advertise than traditional outlets like TV.</li>  <li>As more people globally get internet access and the global economies grow, Google benefits from a double tailwind.</li> </ul> <b>AAPL Vs. GOOGL: Institutional Ownership and Volatility</b></p><p><blockquote><ul><li>疫情帮助了谷歌，因为广告商发现谷歌、YouTube等。是一种比电视等传统媒体更有效的广告方式。</li><li>随着全球越来越多的人接入互联网和全球经济的增长，谷歌受益于双重顺风。</li></ul><b>AAPL与GOOGL：机构所有权和波动性</b></blockquote></p><p> Back when&nbsp;Robintrack&nbsp;still had data, it generally indicated that Apple was the most widely held stock by retail investors. On<i>Seeking Alpha</i>, Apple has the greatest number of followers of any ticker, so I generally think that Apple is the most commonly held stock by retail investors. Retail investors have strange taste in stocks, besides Apple, they generally love automakers and airlines, as well as whatever is going up the fastest at the moment, be it Dogecoin (DOGE-USD),AMC, or GameStop(NYSE:GME). In the case of Apple, anyone who bought and held would have made a killing. Another factor that kept retail investors out of Google in the past is the high share price. Many of the best-performing stocks in the market have high share prices because they don't split their stock. With fractional shares today, this is far less of an issue.</p><p><blockquote>当Robintrack还有数据时，它通常表明苹果是散户投资者持有最广泛的股票。在<i>寻求阿尔法</i>，苹果拥有所有股票中最多的关注者，所以我通常认为苹果是散户投资者最常持有的股票。散户投资者对股票的品味很奇怪，除了苹果之外，他们通常喜欢汽车制造商和航空公司，以及目前上涨最快的股票，无论是狗狗币（DOGE-USD）、AMC还是游戏驿站（NYSE：GME）。就苹果而言，任何买入并持有的人都会大赚一笔。过去让散户投资者远离谷歌的另一个因素是股价高企。市场上许多表现最好的股票之所以股价很高，是因为它们不拆股。对于今天的碎股来说，这已经不是什么问题了。</blockquote></p><p> Institutional investors like university endowments and pension funds have their own biases, but overall they tend to invest in the fastest-growing stocks.Popular stocks with institutional investors&nbsp;are perennial favorites like PayPal(NASDAQ:PYPL), Google, Visa(NYSE:V), and Mastercard(NYSE:MA). Google is one of the most popular stocks among institutional investors, while Apple is one of the most popular stocks with retail investors. I owned Apple stock for a long time, but with the current valuation, I'd honestly like to see it at or below $100 before I'd commit money to it. With Google, the current valuation may look high, but growth in earnings could easily make the purchase price look like a bargain 2-3 years down the road.</p><p><blockquote>大学捐赠基金和养老基金等机构投资者有自己的偏见，但总体而言，他们倾向于投资增长最快的股票。受机构投资者欢迎的股票是PayPal（纳斯达克股票代码：PYPL）、谷歌、Visa（纽约证券交易所股票代码：V）和万事达卡（纽约证券交易所股票代码：MA）等长期受欢迎的股票。谷歌是最受机构投资者欢迎的股票之一，而苹果是最受散户投资者欢迎的股票之一。我持有苹果股票很长时间了，但以目前的估值，老实说，我希望在投资之前看到它达到或低于100美元。对于谷歌来说，目前的估值可能看起来很高，但盈利的增长很容易让2-3年后的收购价格看起来很便宜。</blockquote></p><p> Apple is more volatile than Google, and this effect has increased in recent years. Apple's&nbsp;worst drawdown&nbsp;in the past decade is about 40 percent, while Google's worst drawdown is about 28 percent. I'd give an advantage to Google here.</p><p><blockquote>苹果的波动性比谷歌更大，而且这种效应近年来有所增加。苹果在过去十年中最严重的缩水约为40%，而谷歌最严重的缩水约为28%。我会给谷歌一个优势。</blockquote></p><p> <b>Conclusion</b></p><p><blockquote><b>结论</b></blockquote></p><p> Apple and Google are both popular tech stocks. Apple is a fan favorite with retail investors, while Google is popular with institutions. Both trade for slightly higher valuations than the S&amp;P 500 as a whole, and Google is slightly more expensive relative to earnings than Apple. The analyst consensus is that Google has better growth prospects than Apple at the moment, and I agree with this. Apple has returned more than Google has since Google became publicly traded in 2004. Apple stock is more volatile than Google and has historically seen more drawdowns and threats to its business.</p><p><blockquote>苹果和谷歌都是受欢迎的科技股。苹果是散户投资者的最爱，而谷歌则受到机构的欢迎。两者的估值均略高于整个标普500，而相对于盈利而言，谷歌的估值略高于苹果。分析师的共识是，谷歌目前的增长前景比苹果更好，我同意这一点。自2004年谷歌上市以来，苹果的回报超过了谷歌。苹果股票的波动性比谷歌更大，历史上其业务也经历过更多的回撤和威胁。</blockquote></p><p> Overall, I find Google a buy at current prices and would wait for a pullback to $100 to buy Apple.</p><p><blockquote>总体而言，我认为谷歌以当前价格值得买入，并会等待股价回落至100美元后再买入苹果。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/article/4432451-google-stock-vs-apple-stock-better-buy\">seekingalpha</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":{"GOOG":"谷歌","AAPL":"苹果","GOOGL":"谷歌A"},"source_url":"https://seekingalpha.com/article/4432451-google-stock-vs-apple-stock-better-buy","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1152687413","content_text":"Summary\n\nApple is generally the most owned stock by retail investors at any given time. Google, also known as Alphabet, is a favorite of institutional investors.\nBoth companies have made tens of thousands of employees and shareholders multi-millionaires, but going forward, I believe one stock offers better prospects than the other.\nI compare Apple and Google on valuation, growth prospects, institutional ownership, and volatility.\n\nPhoto by dicus63/iStock via Getty Images\nApple (AAPL) and Google (GOOG) are two great American success stories, with each making tens of thousands of shareholders and employees multimillionaires. A 2012 analysis by Reuters ballparked the average Apple corporate employee as having vested over their career about $3.4 million in AAPL before taxes, today with the 10x higher share price but more employees to divide by, I would guess this number would probably be around $10-$20 million before taxes (with senior people obviously having earned more and junior having earned less). Google is known for being even more generous with stock grants. When the company went public, theNew York Timesreported that stock options made the company masseuse a multi-millionaire, among many other employees. Google and Apple created great wealth, but Microsoft (MSFT) takes the cake for employee millionaires,creating over 10,000 millionaires. As fate would have it, my dad lived in Seattle in the 1980s when Microsoft was in its early days–he turned down a job offer from Microsoft for reasons unknown.\nHere in theSeeking Alphacomment section, there are more than a few shareholders who have become multi-millionaires from investing in technology stocks, especially Apple. Since 2004 (when Google went public), both Google and Apple have seen remarkable success, with Apple returning about $240 (including dividends) on a $1 investment as of my writing this, and Google returning $47. Google clearly executed its business plan well, but Apple hit a home run when they launched the best-selling product of all time (iPhone).\nData by YCharts\nTheir success didn't happen overnight, however, rather it accumulated over time. This gave savvy investors many chances (and second chances) to buy in and join in the party. Apple, in particular, did not see a linear path to success, the company we know today would barely be recognizable in 1997 (before the graph starts) when Steve Jobs returned to a company at the brink of bankruptcy. Google, on the other hand, executed far more quietly, with less drama, intrigue, and publicity.\nLet's start our analysis by looking at valuations for both Apple and Google.\nValuation: Apple Vs. Google\nApple currently trades for 24x 2021 earnings estimates. For reference, the S&P 500 (SPY) trades for about 21.5x earnings.\n\nFor most of the past decade, Apple has traded between 10x and 20x earnings.\nAs recently as 2018, Apple traded for 12-13x earnings.\nApple's valuation has risen in large part due to the growth in its services segment, which allows Apple to make money from existing iPhones rather than having to go out and sell tons of new phones every year.\nApple probably deserves to trade at a higher valuation than before, but 24x seems a little high to me because their growth in earnings per share has been driven in large part by share buybacks (which require a low valuation to be very effective in the long run), and while overall net income for the company has grown over the last 5 years, it has been a bumpy ride–one that was helped greatly by the cut in the US corporate tax rate in 2017.\n\nGoogle Class A stock (GOOGL),which is the class you should buy currently trades for 27x its 2021 earnings estimates.\n\nGooglehas generally tradedat 20-30x earnings in the past decade.\nGoogle is a lot more of a traditional growth stock in the smoothness and growth rate over recent years.\nGoogle's P/E ratio has declined over time as the company has grown larger, while Apple's has increased.\nGoogle has a higher expected earnings growth rate than Apple does.\n\nApple Vs. Google Earnings Growth Prospects\nApple's best bet for growth is to sell a ton of iPhones to consumers and then get them paying for services, which they've been successful at doing thus far in the 2020s. Consensus analyst estimates for Apple go out to 2023, and they show growth, but nothing crazy. Estimates have risen greatly since the pandemic lows.\nData by YCharts\nOne irony of Apple's services revenue is that Google is their largest customer, paying somewhere in the neighborhood of a billion dollars per month to be the default search engine on iPhones. Apple essentially collects a royalty on its iPhones from Google, but how Google makes its money is interesting as well, from selling ads. Apple has discussed starting their own search engine, but they would give up the passive money Google gives them, which is pure profit for Apple and around 15-20 percent of its net income, for the entire company. One potential downside risk for both companies is that the US government declares them to be monopolies and breaks them up in one way or another. I view this as a remote possibility, but a possibility nonetheless.\nAccording to analysts, Google's growth prospects are sunnier, with advertising revenue expected to grow more or less like clockwork over time.\nData by YCharts\nGoogle is expected to see healthy growth in revenue and net income, and fundamentally, there are continued tailwinds for earnings.\n\nThe pandemic helped Google as advertisers found that Google, YouTube, etc. is a more effective way to advertise than traditional outlets like TV.\nAs more people globally get internet access and the global economies grow, Google benefits from a double tailwind.\n\nAAPL Vs. GOOGL: Institutional Ownership and Volatility\nBack when Robintrack still had data, it generally indicated that Apple was the most widely held stock by retail investors. OnSeeking Alpha, Apple has the greatest number of followers of any ticker, so I generally think that Apple is the most commonly held stock by retail investors. Retail investors have strange taste in stocks, besides Apple, they generally love automakers and airlines, as well as whatever is going up the fastest at the moment, be it Dogecoin (DOGE-USD),AMC, or GameStop(NYSE:GME). In the case of Apple, anyone who bought and held would have made a killing. Another factor that kept retail investors out of Google in the past is the high share price. Many of the best-performing stocks in the market have high share prices because they don't split their stock. With fractional shares today, this is far less of an issue.\nInstitutional investors like university endowments and pension funds have their own biases, but overall they tend to invest in the fastest-growing stocks.Popular stocks with institutional investors are perennial favorites like PayPal(NASDAQ:PYPL), Google, Visa(NYSE:V), and Mastercard(NYSE:MA). Google is one of the most popular stocks among institutional investors, while Apple is one of the most popular stocks with retail investors. I owned Apple stock for a long time, but with the current valuation, I'd honestly like to see it at or below $100 before I'd commit money to it. With Google, the current valuation may look high, but growth in earnings could easily make the purchase price look like a bargain 2-3 years down the road.\nApple is more volatile than Google, and this effect has increased in recent years. Apple's worst drawdown in the past decade is about 40 percent, while Google's worst drawdown is about 28 percent. I'd give an advantage to Google here.\nConclusion\nApple and Google are both popular tech stocks. Apple is a fan favorite with retail investors, while Google is popular with institutions. Both trade for slightly higher valuations than the S&P 500 as a whole, and Google is slightly more expensive relative to earnings than Apple. The analyst consensus is that Google has better growth prospects than Apple at the moment, and I agree with this. Apple has returned more than Google has since Google became publicly traded in 2004. Apple stock is more volatile than Google and has historically seen more drawdowns and threats to its business.\nOverall, I find Google a buy at current prices and would wait for a pullback to $100 to buy Apple.","news_type":1,"symbols_score_info":{"GOOGL":0.9,"GOOG":0.9,"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":634,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":198495021,"gmtCreate":1620978252863,"gmtModify":1634194815192,"author":{"id":"3581757019260170","authorId":"3581757019260170","name":"Fei99","avatar":"https://static.tigerbbs.com/2e3173edce6ea237022134d5d1691222","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581757019260170","authorIdStr":"3581757019260170"},"themes":[],"htmlText":"Good news","listText":"Good news","text":"Good news","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/198495021","repostId":"2135767756","repostType":2,"isVote":1,"tweetType":1,"viewCount":577,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":193535581,"gmtCreate":1620798071343,"gmtModify":1631886886788,"author":{"id":"3581757019260170","authorId":"3581757019260170","name":"Fei99","avatar":"https://static.tigerbbs.com/2e3173edce6ea237022134d5d1691222","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581757019260170","authorIdStr":"3581757019260170"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AGC\">$Altimeter Growth Corp.(AGC)$</a>coming back","listText":"<a href=\"https://laohu8.com/S/AGC\">$Altimeter Growth Corp.(AGC)$</a>coming back","text":"$Altimeter Growth Corp.(AGC)$coming back","images":[{"img":"https://static.tigerbbs.com/db81399e692c97b899aa2d5543cdf58a","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/193535581","isVote":1,"tweetType":1,"viewCount":778,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"lives":[]}