Fei99的个人主页 - 老虎社区

Fei99

Fei99

暂无个人介绍

IP属地：未知

8关注

0粉丝

0主题

0勋章

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

抱歉，原内容已删除

2021-05-14

Good news

抱歉，原内容已删除

2021-05-14

Good

抱歉，原内容已删除

2021-05-12

$Altimeter Growth Corp.(AGC)$coming back

2021-05-08

Ok

Cheap Stocks To Buy? 4 Cloud Computing Stocks To Know<blockquote>值得购买的便宜股票？需要了解的 4 只云计算股票</blockquote>

2021-05-08

Good!

抱歉，原内容已删除

去老虎APP查看更多动态

{"i18n":{"language":"zh_CN"},"userPageInfo":{"id":"3581757019260170","uuid":"3581757019260170","gmtCreate":1618664926902,"gmtModify":1620460340082,"name":"Fei99","pinyin":"fei99","introduction":"","introductionEn":null,"signature":"","avatar":"https://static.tigerbbs.com/2e3173edce6ea237022134d5d1691222","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":0,"headSize":8,"tweetSize":8,"questionSize":0,"limitLevel":999,"accountStatus":4,"level":{"id":1,"name":"萌萌虎","nameTw":"萌萌虎","represent":"呱呱坠地","factor":"评论帖子3次或发布1条主帖（非转发）","iconColor":"3C9E83","bgColor":"A2F1D9"},"themeCounts":0,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":0,"symbols":null,"coverImage":null,"realNameVerified":null,"userBadges":[{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-3","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"偶像虎友","description":"加入老虎社区1500天","bigImgUrl":"https://static.tigerbbs.com/8b40ae7da5bf081a1c84df14bf9e6367","smallImgUrl":"https://static.tigerbbs.com/f160eceddd7c284a8e1136557615cfad","grayImgUrl":"https://static.tigerbbs.com/11792805c468334a9b31c39f95a41c6a","redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2026.04.22","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":0},{"badgeId":"35ec162348d5460f88c959321e554969-1","templateUuid":"35ec162348d5460f88c959321e554969","name":"精英交易员","description":"证券或期货账户累计交易次数达到30次","bigImgUrl":"https://static.tigerbbs.com/ab0f87127c854ce3191a752d57b46edc","smallImgUrl":"https://static.tigerbbs.com/c9835ce48b8c8743566d344ac7a7ba8c","grayImgUrl":"https://static.tigerbbs.com/76754b53ce7a90019f132c1d2fbc698f","redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.01.02","exceedPercentage":"60.19%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":0},{"badgeId":"518b5610c3e8410da5cfad115e4b0f5a-1","templateUuid":"518b5610c3e8410da5cfad115e4b0f5a","name":"实盘交易者","description":"完成一笔实盘交易","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":0}],"userBadgeCount":3,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":11,"crmLevelSwitch":0,"location":"未知","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":0,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"post","tweets":[{"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,"authorIdStr":"3581757019260170","idStr":"3581757019260170"},"themes":[],"title":"","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":804,"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,"authorIdStr":"3581757019260170","idStr":"3581757019260170"},"themes":[],"title":"","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.laohunote.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给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>两家公司都让数万名员工和股东成为千万富翁，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>照片由 dicus63/iStock 提供，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）是两个伟大的美国成功故事，每个故事都让成千上万的股东和员工成为千万富翁。2012年分析<i>路透社</i>苹果公司员工的普通员工在其职业生涯中税前拥有约 340 万美元的 AAPL，如今股价上涨了 10 倍，但要除以的员工更多，我猜这个数字可能在 10 万至 2000 万美元税前（老年人显然挣得更多，而年轻人挣得更少）。众所周知，谷歌在股票授予方面更加慷慨。当公司上市时，<i>纽约时报</i>据报道，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）为员工百万富翁分得了蛋糕，创造了超过10,000名百万富翁。命运安排，我父亲在20世纪80年代住在西雅图，当时微软还处于早期——他拒绝了微软的工作邀请，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东不在少数，尤其是苹果。自2004年（谷歌上市时）以来，谷歌和苹果都取得了显著的成功，在我写这篇文章时，苹果1美元的投资回报约为240美元（包括股息），而谷歌回报47美元。谷歌显然很好地执行了其商业计划，但当苹果推出有史以来最畅销的产品（iPhone）时，他们击中了本垒打。</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>数据由YCharts提供</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而积累的。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，没有看到一条直线的成功之路，我们今天所知的这家公司在1997年（图表开始之前）几乎无法辨认，当时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，没有那么多戏剧性、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是 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，苹果的市盈率是 12-13 倍。</li><li>苹果的估值上升在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，因为他们的每股收益增长在很大程度上是由股票回购推动的（从长远来看，这需要低估值才能非常有效），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 2017 年美国公司税率下调的大大帮助下得到了帮助。</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>在过去十年中，谷歌的市盈率通常是20-30倍。</li><li>近年来，就平稳性和增长率而言，谷歌更像是一只传统的成长型股票。</li><li>随着公司规模的扩大，谷歌的市盈率随着时间的推移而下降，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>苹果实现增长的最佳选择是向消费者出售大量iPhone，然后让他们为服务付费，到目前为止，他们在2020年代已经成功做到了这一点。分析师对苹果的普遍预测是 2023 年，它们显示出增长，但并不疯狂。自疫情低点以来，估计值已大幅上升。</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>数据由YCharts提供</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，每月支付约10亿美元作为iPhone的默认搜索引擎。苹果基本上从谷歌那里收取iPhone的版税，但谷歌如何通过销售广告赚钱也很有趣。苹果已经讨论过启动他们自己的搜索引擎，但他们将放弃谷歌给他们的被动资金，这是苹果的纯利润，也是整个公司净收入的15-20%左右。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将它们拆分。我认为这是一种微小的可能性，但仍然是一种可能性。</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发条一样增长。</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>数据由YCharts提供</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，从根本上讲，盈利仍有持续的推动力。</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。是比电视等传统渠道更有效的广告方式。</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，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任何股票，无论是狗狗币（DOGE-USD）、AMC 还是游戏驿站（纽约证券交易所股票代码：GME）。就苹果而言，任何购买并持有的人都将犯下谋杀罪。过去让散户投资者远离谷歌的另一个因素是高股价。市场上许多表现最好的股票都有很高的股价，因为它们不分割股票。如今，对于零股来说，这已经不是一个问题了。</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。机构投资者的热门股票是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）等常年的最爱。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，在我投入资金之前，我希望看到它达到或低于 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使 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>苹果比谷歌更不稳定，这种影响近年来有所增加。苹果在过去十年中最严重的回撤幅度约为40%，而谷歌最严重的回撤幅度约为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。两家公司的估值都略高于标普500整体，而且相对于收益而言，谷歌的价格也略高于苹果。分析师的共识是谷歌目前比苹果有更好的增长前景，我同意这一点。自谷歌2004年上市以来，苹果的回报超过了谷歌。苹果股票比谷歌波动性更大，历史上其业务遭受过更多的缩水和威胁。</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，我认为谷歌目前的价格值得买入，并会等待回调至 100 美元再买入苹果。</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给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>两家公司都让数万名员工和股东成为千万富翁，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>照片由 dicus63/iStock 提供，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）是两个伟大的美国成功故事，每个故事都让成千上万的股东和员工成为千万富翁。2012年分析<i>路透社</i>苹果公司员工的普通员工在其职业生涯中税前拥有约 340 万美元的 AAPL，如今股价上涨了 10 倍，但要除以的员工更多，我猜这个数字可能在 10 万至 2000 万美元税前（老年人显然挣得更多，而年轻人挣得更少）。众所周知，谷歌在股票授予方面更加慷慨。当公司上市时，<i>纽约时报</i>据报道，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）为员工百万富翁分得了蛋糕，创造了超过10,000名百万富翁。命运安排，我父亲在20世纪80年代住在西雅图，当时微软还处于早期——他拒绝了微软的工作邀请，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东不在少数，尤其是苹果。自2004年（谷歌上市时）以来，谷歌和苹果都取得了显著的成功，在我写这篇文章时，苹果1美元的投资回报约为240美元（包括股息），而谷歌回报47美元。谷歌显然很好地执行了其商业计划，但当苹果推出有史以来最畅销的产品（iPhone）时，他们击中了本垒打。</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>数据由YCharts提供</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而积累的。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，没有看到一条直线的成功之路，我们今天所知的这家公司在1997年（图表开始之前）几乎无法辨认，当时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，没有那么多戏剧性、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是 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，苹果的市盈率是 12-13 倍。</li><li>苹果的估值上升在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，因为他们的每股收益增长在很大程度上是由股票回购推动的（从长远来看，这需要低估值才能非常有效），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 2017 年美国公司税率下调的大大帮助下得到了帮助。</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>在过去十年中，谷歌的市盈率通常是20-30倍。</li><li>近年来，就平稳性和增长率而言，谷歌更像是一只传统的成长型股票。</li><li>随着公司规模的扩大，谷歌的市盈率随着时间的推移而下降，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>苹果实现增长的最佳选择是向消费者出售大量iPhone，然后让他们为服务付费，到目前为止，他们在2020年代已经成功做到了这一点。分析师对苹果的普遍预测是 2023 年，它们显示出增长，但并不疯狂。自疫情低点以来，估计值已大幅上升。</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>数据由YCharts提供</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，每月支付约10亿美元作为iPhone的默认搜索引擎。苹果基本上从谷歌那里收取iPhone的版税，但谷歌如何通过销售广告赚钱也很有趣。苹果已经讨论过启动他们自己的搜索引擎，但他们将放弃谷歌给他们的被动资金，这是苹果的纯利润，也是整个公司净收入的15-20%左右。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将它们拆分。我认为这是一种微小的可能性，但仍然是一种可能性。</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发条一样增长。</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>数据由YCharts提供</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，从根本上讲，盈利仍有持续的推动力。</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。是比电视等传统渠道更有效的广告方式。</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，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任何股票，无论是狗狗币（DOGE-USD）、AMC 还是游戏驿站（纽约证券交易所股票代码：GME）。就苹果而言，任何购买并持有的人都将犯下谋杀罪。过去让散户投资者远离谷歌的另一个因素是高股价。市场上许多表现最好的股票都有很高的股价，因为它们不分割股票。如今，对于零股来说，这已经不是一个问题了。</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。机构投资者的热门股票是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）等常年的最爱。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，在我投入资金之前，我希望看到它达到或低于 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使 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>苹果比谷歌更不稳定，这种影响近年来有所增加。苹果在过去十年中最严重的回撤幅度约为40%，而谷歌最严重的回撤幅度约为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。两家公司的估值都略高于标普500整体，而且相对于收益而言，谷歌的价格也略高于苹果。分析师的共识是谷歌目前比苹果有更好的增长前景，我同意这一点。自谷歌2004年上市以来，苹果的回报超过了谷歌。苹果股票比谷歌波动性更大，历史上其业务遭受过更多的缩水和威胁。</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，我认为谷歌目前的价格值得买入，并会等待回调至 100 美元再买入苹果。</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":{"AAPL":"苹果","GOOGL":"谷歌A","GOOG":"谷歌"},"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":{"AAPL":0.9,"GOOGL":0.9,"GOOG":0.9}},"isVote":1,"tweetType":1,"viewCount":875,"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":[],"title":"","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":947,"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":[],"title":"","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":787,"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":[],"title":"","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":839,"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":[],"title":"","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":1008,"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":[],"title":"","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.laohunote.com/m/news/1162850808?lang=zh_CN&edition=full","pubTime":"2021-05-08 13:18","market":"hk","language":"en","title":"Cheap Stocks To Buy? 4 Cloud Computing Stocks To Know<blockquote>值得购买的便宜股票？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 年是云计算股票的辉煌一年。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。由于冠状病毒疫情，对云服务的需求飙升至历史最高水平。随着公司专注于数字加速，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，因为在这个困难时期，公司仍在推进他们的项目和创新。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，这反映在他们最新的财务报告中。</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，尽管最近有所回落，但估值仍然很高。有人说顶级云股票的定价非常完美。因此，当他们的财报出现轻微令人失望时，就足以让这些股票下滑。但是技术是粘性的。许多公司不会突然连根拔起他们的软件。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。你可以把它看作是增长被拉动，但前面还有很多增长。</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强，对一些人来说，这似乎是一项有利可图的努力。然而，世上没有轻松的收获。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将小麦从谷壳中分离出来。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打折买入的机会。如果你是后者，你今天在股市的观察名单上有这些云股票吗？</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>Cloudflare公司。</b>（纽约证券交易所代码：NET）</li><li><b>快速公司。</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>云耀斑</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>如果你是长期投资，Cloudflare可能是最令人兴奋的云公司之一。对于那些不熟悉这项业务的人来说，Cloudflare 的目标是建立一个更好、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运营转移到云端，Cloudflare可能会在这个新兴的网络安全行业中看到爆炸式增长。这是因为它在保护和加速互联网方面发挥了作用。</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：德美利证券服务条款</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>今年，我们已经宣布或交付了 100 多种产品和功能。随着我们继续提供关键业务产品，并利用 Cloudflare 强大的全球网络取代点解决方案，速度不会放缓。”-</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，收入同比增长 51%，达到 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，创下历史新高。更重要的是，大客户现在占收入的50%以上。公布这些财报后，截至美国东部时间上午 7 点 09 分，净股价在盘前交易中上涨了 7.14%。在基本面如此强劲的情况下，投资者现在应该买入净股票吗？</blockquote></p><p> <b>[Read More]</b>&nbsp;Best Tech Stocks To Buy Now? 4 Names To Know</p><p><blockquote><b>[阅读全文]</b>现在最值得购买的科技股？4个要知道的名字</blockquote></p><p> Fastly</p><p><blockquote>快速</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。该公司是CDN领域的关键参与者。可以说，Fastly 真正的诀窍是它的边缘计算能力。但许多投资者现在都在关注 Fastly 的原因是，FSLY 股票正在暴跌，在周四的盘中交易中收盘下跌了近 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 Adriel Lares 辞去首席财务官职务也让投资者感到恐慌。</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：德美利证券服务条款</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>但让我们后退一步，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 本季度收入增长了 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家增加到2,207家。当然，该公司可能没有达到营收和利润预期，但差异只是微乎其微。</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>据首席执行官约书亚·比克斯比（Joshua Bixby）称，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已经成为永久性的。他认为，Fastly 具有独特的优势，可以在公司适应这一新现实时为其提供服务。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>值得买入的热门股票？4只值得关注的成长股</li><li>今天最值得购买的活跃股票？4 只值得考虑的可再生能源股票</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。该公司一直是世界上最具影响力的经济力量之一，也是世界上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。起初，这似乎是一个“<i>买谣言，卖新闻</i>“对交易员来说是一种交易，尤其是在盈利强劲之后。</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：德美利证券服务条款</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。他此前曾表示，他每年将出售约 10 亿美元的亚马逊股票，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，该公司公布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，稀释后每股收益为 15.79 美元。该公司本季度末的自由现金流也为 264 亿美元。展望未来，亚马逊表示，预计第二季度的收入将在 1100 亿至 1160 亿美元之间。综合考虑，您认为 AMZN 股票目前的估值很有吸引力吗？</blockquote></p><p> <b>[Read More]</b>&nbsp;4 Top Fintech Stocks To Watch After PayPal Reported Record Earnings</p><p><blockquote><b>[阅读全文]</b>PayPal公布创纪录收益后值得关注的 4 只顶级金融科技股</blockquote></p><p> Twilio</p><p><blockquote>特维利奥</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>在大流行病强劲增长的情况下，Twilio 的股价连续第五个季度轻松超出了自己的预期，一些投资者对 Twilio 的股价在周四的盘中交易中回落感到惊讶。尽管周三公布了强劲的第一季度财报，但 TWLO 的股票并没有立即得到提振，许多人都在惩罚该股，因为该公司预计 6 月份的季度亏损幅度将超过华尔街的预期。</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：德美利证券服务条款</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>本季度收入增长 62%，达到 5.9 亿美元，超过分析师预期的 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 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 股票都并不便宜。然而，如果您相信该公司的估值可以增长，您是否应该在 TWLO 股票最近疲软时购买其股票？</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>值得购买的便宜股票？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>值得购买的便宜股票？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 年是云计算股票的辉煌一年。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。由于冠状病毒疫情，对云服务的需求飙升至历史最高水平。随着公司专注于数字加速，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，因为在这个困难时期，公司仍在推进他们的项目和创新。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，这反映在他们最新的财务报告中。</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，尽管最近有所回落，但估值仍然很高。有人说顶级云股票的定价非常完美。因此，当他们的财报出现轻微令人失望时，就足以让这些股票下滑。但是技术是粘性的。许多公司不会突然连根拔起他们的软件。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。你可以把它看作是增长被拉动，但前面还有很多增长。</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强，对一些人来说，这似乎是一项有利可图的努力。然而，世上没有轻松的收获。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将小麦从谷壳中分离出来。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打折买入的机会。如果你是后者，你今天在股市的观察名单上有这些云股票吗？</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>Cloudflare公司。</b>（纽约证券交易所代码：NET）</li><li><b>快速公司。</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>云耀斑</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>如果你是长期投资，Cloudflare可能是最令人兴奋的云公司之一。对于那些不熟悉这项业务的人来说，Cloudflare 的目标是建立一个更好、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运营转移到云端，Cloudflare可能会在这个新兴的网络安全行业中看到爆炸式增长。这是因为它在保护和加速互联网方面发挥了作用。</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：德美利证券服务条款</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>今年，我们已经宣布或交付了 100 多种产品和功能。随着我们继续提供关键业务产品，并利用 Cloudflare 强大的全球网络取代点解决方案，速度不会放缓。”-</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，收入同比增长 51%，达到 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，创下历史新高。更重要的是，大客户现在占收入的50%以上。公布这些财报后，截至美国东部时间上午 7 点 09 分，净股价在盘前交易中上涨了 7.14%。在基本面如此强劲的情况下，投资者现在应该买入净股票吗？</blockquote></p><p> <b>[Read More]</b>&nbsp;Best Tech Stocks To Buy Now? 4 Names To Know</p><p><blockquote><b>[阅读全文]</b>现在最值得购买的科技股？4个要知道的名字</blockquote></p><p> Fastly</p><p><blockquote>快速</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。该公司是CDN领域的关键参与者。可以说，Fastly 真正的诀窍是它的边缘计算能力。但许多投资者现在都在关注 Fastly 的原因是，FSLY 股票正在暴跌，在周四的盘中交易中收盘下跌了近 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 Adriel Lares 辞去首席财务官职务也让投资者感到恐慌。</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：德美利证券服务条款</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>但让我们后退一步，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 本季度收入增长了 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家增加到2,207家。当然，该公司可能没有达到营收和利润预期，但差异只是微乎其微。</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>据首席执行官约书亚·比克斯比（Joshua Bixby）称，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已经成为永久性的。他认为，Fastly 具有独特的优势，可以在公司适应这一新现实时为其提供服务。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>值得买入的热门股票？4只值得关注的成长股</li><li>今天最值得购买的活跃股票？4 只值得考虑的可再生能源股票</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。该公司一直是世界上最具影响力的经济力量之一，也是世界上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。起初，这似乎是一个“<i>买谣言，卖新闻</i>“对交易员来说是一种交易，尤其是在盈利强劲之后。</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：德美利证券服务条款</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。他此前曾表示，他每年将出售约 10 亿美元的亚马逊股票，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，该公司公布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，稀释后每股收益为 15.79 美元。该公司本季度末的自由现金流也为 264 亿美元。展望未来，亚马逊表示，预计第二季度的收入将在 1100 亿至 1160 亿美元之间。综合考虑，您认为 AMZN 股票目前的估值很有吸引力吗？</blockquote></p><p> <b>[Read More]</b>&nbsp;4 Top Fintech Stocks To Watch After PayPal Reported Record Earnings</p><p><blockquote><b>[阅读全文]</b>PayPal公布创纪录收益后值得关注的 4 只顶级金融科技股</blockquote></p><p> Twilio</p><p><blockquote>特维利奥</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>在大流行病强劲增长的情况下，Twilio 的股价连续第五个季度轻松超出了自己的预期，一些投资者对 Twilio 的股价在周四的盘中交易中回落感到惊讶。尽管周三公布了强劲的第一季度财报，但 TWLO 的股票并没有立即得到提振，许多人都在惩罚该股，因为该公司预计 6 月份的季度亏损幅度将超过华尔街的预期。</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：德美利证券服务条款</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>本季度收入增长 62%，达到 5.9 亿美元，超过分析师预期的 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 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 股票都并不便宜。然而，如果您相信该公司的估值可以增长，您是否应该在 TWLO 股票最近疲软时购买其股票？</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.","TWLO":"Twilio Inc","AMZN":"亚马逊"},"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":{"NET":0.9,"FSLY":0.9,"TWLO":0.9,"AMZN":0.9}},"isVote":1,"tweetType":1,"viewCount":1064,"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":[],"title":"","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":1113,"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":[],"title":"","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":947,"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":[],"title":"","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":839,"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":[],"title":"","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.laohunote.com/m/news/1162850808?lang=zh_CN&edition=full","pubTime":"2021-05-08 13:18","market":"hk","language":"en","title":"Cheap Stocks To Buy? 4 Cloud Computing Stocks To Know<blockquote>值得购买的便宜股票？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 年是云计算股票的辉煌一年。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。由于冠状病毒疫情，对云服务的需求飙升至历史最高水平。随着公司专注于数字加速，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，因为在这个困难时期，公司仍在推进他们的项目和创新。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，这反映在他们最新的财务报告中。</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，尽管最近有所回落，但估值仍然很高。有人说顶级云股票的定价非常完美。因此，当他们的财报出现轻微令人失望时，就足以让这些股票下滑。但是技术是粘性的。许多公司不会突然连根拔起他们的软件。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。你可以把它看作是增长被拉动，但前面还有很多增长。</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强，对一些人来说，这似乎是一项有利可图的努力。然而，世上没有轻松的收获。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将小麦从谷壳中分离出来。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打折买入的机会。如果你是后者，你今天在股市的观察名单上有这些云股票吗？</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>Cloudflare公司。</b>（纽约证券交易所代码：NET）</li><li><b>快速公司。</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>云耀斑</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>如果你是长期投资，Cloudflare可能是最令人兴奋的云公司之一。对于那些不熟悉这项业务的人来说，Cloudflare 的目标是建立一个更好、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运营转移到云端，Cloudflare可能会在这个新兴的网络安全行业中看到爆炸式增长。这是因为它在保护和加速互联网方面发挥了作用。</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：德美利证券服务条款</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>今年，我们已经宣布或交付了 100 多种产品和功能。随着我们继续提供关键业务产品，并利用 Cloudflare 强大的全球网络取代点解决方案，速度不会放缓。”-</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，收入同比增长 51%，达到 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，创下历史新高。更重要的是，大客户现在占收入的50%以上。公布这些财报后，截至美国东部时间上午 7 点 09 分，净股价在盘前交易中上涨了 7.14%。在基本面如此强劲的情况下，投资者现在应该买入净股票吗？</blockquote></p><p> <b>[Read More]</b>&nbsp;Best Tech Stocks To Buy Now? 4 Names To Know</p><p><blockquote><b>[阅读全文]</b>现在最值得购买的科技股？4个要知道的名字</blockquote></p><p> Fastly</p><p><blockquote>快速</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。该公司是CDN领域的关键参与者。可以说，Fastly 真正的诀窍是它的边缘计算能力。但许多投资者现在都在关注 Fastly 的原因是，FSLY 股票正在暴跌，在周四的盘中交易中收盘下跌了近 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 Adriel Lares 辞去首席财务官职务也让投资者感到恐慌。</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：德美利证券服务条款</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>但让我们后退一步，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 本季度收入增长了 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家增加到2,207家。当然，该公司可能没有达到营收和利润预期，但差异只是微乎其微。</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>据首席执行官约书亚·比克斯比（Joshua Bixby）称，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已经成为永久性的。他认为，Fastly 具有独特的优势，可以在公司适应这一新现实时为其提供服务。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>值得买入的热门股票？4只值得关注的成长股</li><li>今天最值得购买的活跃股票？4 只值得考虑的可再生能源股票</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。该公司一直是世界上最具影响力的经济力量之一，也是世界上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。起初，这似乎是一个“<i>买谣言，卖新闻</i>“对交易员来说是一种交易，尤其是在盈利强劲之后。</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：德美利证券服务条款</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。他此前曾表示，他每年将出售约 10 亿美元的亚马逊股票，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，该公司公布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，稀释后每股收益为 15.79 美元。该公司本季度末的自由现金流也为 264 亿美元。展望未来，亚马逊表示，预计第二季度的收入将在 1100 亿至 1160 亿美元之间。综合考虑，您认为 AMZN 股票目前的估值很有吸引力吗？</blockquote></p><p> <b>[Read More]</b>&nbsp;4 Top Fintech Stocks To Watch After PayPal Reported Record Earnings</p><p><blockquote><b>[阅读全文]</b>PayPal公布创纪录收益后值得关注的 4 只顶级金融科技股</blockquote></p><p> Twilio</p><p><blockquote>特维利奥</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>在大流行病强劲增长的情况下，Twilio 的股价连续第五个季度轻松超出了自己的预期，一些投资者对 Twilio 的股价在周四的盘中交易中回落感到惊讶。尽管周三公布了强劲的第一季度财报，但 TWLO 的股票并没有立即得到提振，许多人都在惩罚该股，因为该公司预计 6 月份的季度亏损幅度将超过华尔街的预期。</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：德美利证券服务条款</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>本季度收入增长 62%，达到 5.9 亿美元，超过分析师预期的 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 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 股票都并不便宜。然而，如果您相信该公司的估值可以增长，您是否应该在 TWLO 股票最近疲软时购买其股票？</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>值得购买的便宜股票？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>值得购买的便宜股票？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 年是云计算股票的辉煌一年。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。由于冠状病毒疫情，对云服务的需求飙升至历史最高水平。随着公司专注于数字加速，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，因为在这个困难时期，公司仍在推进他们的项目和创新。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，这反映在他们最新的财务报告中。</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，尽管最近有所回落，但估值仍然很高。有人说顶级云股票的定价非常完美。因此，当他们的财报出现轻微令人失望时，就足以让这些股票下滑。但是技术是粘性的。许多公司不会突然连根拔起他们的软件。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。你可以把它看作是增长被拉动，但前面还有很多增长。</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强，对一些人来说，这似乎是一项有利可图的努力。然而，世上没有轻松的收获。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将小麦从谷壳中分离出来。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打折买入的机会。如果你是后者，你今天在股市的观察名单上有这些云股票吗？</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>Cloudflare公司。</b>（纽约证券交易所代码：NET）</li><li><b>快速公司。</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>云耀斑</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>如果你是长期投资，Cloudflare可能是最令人兴奋的云公司之一。对于那些不熟悉这项业务的人来说，Cloudflare 的目标是建立一个更好、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运营转移到云端，Cloudflare可能会在这个新兴的网络安全行业中看到爆炸式增长。这是因为它在保护和加速互联网方面发挥了作用。</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：德美利证券服务条款</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>今年，我们已经宣布或交付了 100 多种产品和功能。随着我们继续提供关键业务产品，并利用 Cloudflare 强大的全球网络取代点解决方案，速度不会放缓。”-</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，收入同比增长 51%，达到 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，创下历史新高。更重要的是，大客户现在占收入的50%以上。公布这些财报后，截至美国东部时间上午 7 点 09 分，净股价在盘前交易中上涨了 7.14%。在基本面如此强劲的情况下，投资者现在应该买入净股票吗？</blockquote></p><p> <b>[Read More]</b>&nbsp;Best Tech Stocks To Buy Now? 4 Names To Know</p><p><blockquote><b>[阅读全文]</b>现在最值得购买的科技股？4个要知道的名字</blockquote></p><p> Fastly</p><p><blockquote>快速</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。该公司是CDN领域的关键参与者。可以说，Fastly 真正的诀窍是它的边缘计算能力。但许多投资者现在都在关注 Fastly 的原因是，FSLY 股票正在暴跌，在周四的盘中交易中收盘下跌了近 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 Adriel Lares 辞去首席财务官职务也让投资者感到恐慌。</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：德美利证券服务条款</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>但让我们后退一步，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 本季度收入增长了 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家增加到2,207家。当然，该公司可能没有达到营收和利润预期，但差异只是微乎其微。</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>据首席执行官约书亚·比克斯比（Joshua Bixby）称，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已经成为永久性的。他认为，Fastly 具有独特的优势，可以在公司适应这一新现实时为其提供服务。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>值得买入的热门股票？4只值得关注的成长股</li><li>今天最值得购买的活跃股票？4 只值得考虑的可再生能源股票</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。该公司一直是世界上最具影响力的经济力量之一，也是世界上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。起初，这似乎是一个“<i>买谣言，卖新闻</i>“对交易员来说是一种交易，尤其是在盈利强劲之后。</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：德美利证券服务条款</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。他此前曾表示，他每年将出售约 10 亿美元的亚马逊股票，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，该公司公布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，稀释后每股收益为 15.79 美元。该公司本季度末的自由现金流也为 264 亿美元。展望未来，亚马逊表示，预计第二季度的收入将在 1100 亿至 1160 亿美元之间。综合考虑，您认为 AMZN 股票目前的估值很有吸引力吗？</blockquote></p><p> <b>[Read More]</b>&nbsp;4 Top Fintech Stocks To Watch After PayPal Reported Record Earnings</p><p><blockquote><b>[阅读全文]</b>PayPal公布创纪录收益后值得关注的 4 只顶级金融科技股</blockquote></p><p> Twilio</p><p><blockquote>特维利奥</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>在大流行病强劲增长的情况下，Twilio 的股价连续第五个季度轻松超出了自己的预期，一些投资者对 Twilio 的股价在周四的盘中交易中回落感到惊讶。尽管周三公布了强劲的第一季度财报，但 TWLO 的股票并没有立即得到提振，许多人都在惩罚该股，因为该公司预计 6 月份的季度亏损幅度将超过华尔街的预期。</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：德美利证券服务条款</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>本季度收入增长 62%，达到 5.9 亿美元，超过分析师预期的 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 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 股票都并不便宜。然而，如果您相信该公司的估值可以增长，您是否应该在 TWLO 股票最近疲软时购买其股票？</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.","TWLO":"Twilio Inc","AMZN":"亚马逊"},"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":{"NET":0.9,"FSLY":0.9,"TWLO":0.9,"AMZN":0.9}},"isVote":1,"tweetType":1,"viewCount":1064,"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":[],"title":"","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":1113,"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":[],"title":"","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":804,"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":[],"title":"","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.laohunote.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给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>两家公司都让数万名员工和股东成为千万富翁，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>照片由 dicus63/iStock 提供，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）是两个伟大的美国成功故事，每个故事都让成千上万的股东和员工成为千万富翁。2012年分析<i>路透社</i>苹果公司员工的普通员工在其职业生涯中税前拥有约 340 万美元的 AAPL，如今股价上涨了 10 倍，但要除以的员工更多，我猜这个数字可能在 10 万至 2000 万美元税前（老年人显然挣得更多，而年轻人挣得更少）。众所周知，谷歌在股票授予方面更加慷慨。当公司上市时，<i>纽约时报</i>据报道，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）为员工百万富翁分得了蛋糕，创造了超过10,000名百万富翁。命运安排，我父亲在20世纪80年代住在西雅图，当时微软还处于早期——他拒绝了微软的工作邀请，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东不在少数，尤其是苹果。自2004年（谷歌上市时）以来，谷歌和苹果都取得了显著的成功，在我写这篇文章时，苹果1美元的投资回报约为240美元（包括股息），而谷歌回报47美元。谷歌显然很好地执行了其商业计划，但当苹果推出有史以来最畅销的产品（iPhone）时，他们击中了本垒打。</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>数据由YCharts提供</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而积累的。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，没有看到一条直线的成功之路，我们今天所知的这家公司在1997年（图表开始之前）几乎无法辨认，当时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，没有那么多戏剧性、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是 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，苹果的市盈率是 12-13 倍。</li><li>苹果的估值上升在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，因为他们的每股收益增长在很大程度上是由股票回购推动的（从长远来看，这需要低估值才能非常有效），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 2017 年美国公司税率下调的大大帮助下得到了帮助。</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>在过去十年中，谷歌的市盈率通常是20-30倍。</li><li>近年来，就平稳性和增长率而言，谷歌更像是一只传统的成长型股票。</li><li>随着公司规模的扩大，谷歌的市盈率随着时间的推移而下降，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>苹果实现增长的最佳选择是向消费者出售大量iPhone，然后让他们为服务付费，到目前为止，他们在2020年代已经成功做到了这一点。分析师对苹果的普遍预测是 2023 年，它们显示出增长，但并不疯狂。自疫情低点以来，估计值已大幅上升。</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>数据由YCharts提供</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，每月支付约10亿美元作为iPhone的默认搜索引擎。苹果基本上从谷歌那里收取iPhone的版税，但谷歌如何通过销售广告赚钱也很有趣。苹果已经讨论过启动他们自己的搜索引擎，但他们将放弃谷歌给他们的被动资金，这是苹果的纯利润，也是整个公司净收入的15-20%左右。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将它们拆分。我认为这是一种微小的可能性，但仍然是一种可能性。</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发条一样增长。</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>数据由YCharts提供</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，从根本上讲，盈利仍有持续的推动力。</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。是比电视等传统渠道更有效的广告方式。</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，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任何股票，无论是狗狗币（DOGE-USD）、AMC 还是游戏驿站（纽约证券交易所股票代码：GME）。就苹果而言，任何购买并持有的人都将犯下谋杀罪。过去让散户投资者远离谷歌的另一个因素是高股价。市场上许多表现最好的股票都有很高的股价，因为它们不分割股票。如今，对于零股来说，这已经不是一个问题了。</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。机构投资者的热门股票是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）等常年的最爱。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，在我投入资金之前，我希望看到它达到或低于 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使 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>苹果比谷歌更不稳定，这种影响近年来有所增加。苹果在过去十年中最严重的回撤幅度约为40%，而谷歌最严重的回撤幅度约为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。两家公司的估值都略高于标普500整体，而且相对于收益而言，谷歌的价格也略高于苹果。分析师的共识是谷歌目前比苹果有更好的增长前景，我同意这一点。自谷歌2004年上市以来，苹果的回报超过了谷歌。苹果股票比谷歌波动性更大，历史上其业务遭受过更多的缩水和威胁。</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，我认为谷歌目前的价格值得买入，并会等待回调至 100 美元再买入苹果。</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给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>两家公司都让数万名员工和股东成为千万富翁，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>照片由 dicus63/iStock 提供，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）是两个伟大的美国成功故事，每个故事都让成千上万的股东和员工成为千万富翁。2012年分析<i>路透社</i>苹果公司员工的普通员工在其职业生涯中税前拥有约 340 万美元的 AAPL，如今股价上涨了 10 倍，但要除以的员工更多，我猜这个数字可能在 10 万至 2000 万美元税前（老年人显然挣得更多，而年轻人挣得更少）。众所周知，谷歌在股票授予方面更加慷慨。当公司上市时，<i>纽约时报</i>据报道，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）为员工百万富翁分得了蛋糕，创造了超过10,000名百万富翁。命运安排，我父亲在20世纪80年代住在西雅图，当时微软还处于早期——他拒绝了微软的工作邀请，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东不在少数，尤其是苹果。自2004年（谷歌上市时）以来，谷歌和苹果都取得了显著的成功，在我写这篇文章时，苹果1美元的投资回报约为240美元（包括股息），而谷歌回报47美元。谷歌显然很好地执行了其商业计划，但当苹果推出有史以来最畅销的产品（iPhone）时，他们击中了本垒打。</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>数据由YCharts提供</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而积累的。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，没有看到一条直线的成功之路，我们今天所知的这家公司在1997年（图表开始之前）几乎无法辨认，当时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，没有那么多戏剧性、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是 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，苹果的市盈率是 12-13 倍。</li><li>苹果的估值上升在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，因为他们的每股收益增长在很大程度上是由股票回购推动的（从长远来看，这需要低估值才能非常有效），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 2017 年美国公司税率下调的大大帮助下得到了帮助。</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>在过去十年中，谷歌的市盈率通常是20-30倍。</li><li>近年来，就平稳性和增长率而言，谷歌更像是一只传统的成长型股票。</li><li>随着公司规模的扩大，谷歌的市盈率随着时间的推移而下降，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>苹果实现增长的最佳选择是向消费者出售大量iPhone，然后让他们为服务付费，到目前为止，他们在2020年代已经成功做到了这一点。分析师对苹果的普遍预测是 2023 年，它们显示出增长，但并不疯狂。自疫情低点以来，估计值已大幅上升。</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>数据由YCharts提供</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，每月支付约10亿美元作为iPhone的默认搜索引擎。苹果基本上从谷歌那里收取iPhone的版税，但谷歌如何通过销售广告赚钱也很有趣。苹果已经讨论过启动他们自己的搜索引擎，但他们将放弃谷歌给他们的被动资金，这是苹果的纯利润，也是整个公司净收入的15-20%左右。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将它们拆分。我认为这是一种微小的可能性，但仍然是一种可能性。</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发条一样增长。</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>数据由YCharts提供</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，从根本上讲，盈利仍有持续的推动力。</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。是比电视等传统渠道更有效的广告方式。</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，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任何股票，无论是狗狗币（DOGE-USD）、AMC 还是游戏驿站（纽约证券交易所股票代码：GME）。就苹果而言，任何购买并持有的人都将犯下谋杀罪。过去让散户投资者远离谷歌的另一个因素是高股价。市场上许多表现最好的股票都有很高的股价，因为它们不分割股票。如今，对于零股来说，这已经不是一个问题了。</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。机构投资者的热门股票是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）等常年的最爱。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，在我投入资金之前，我希望看到它达到或低于 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使 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>苹果比谷歌更不稳定，这种影响近年来有所增加。苹果在过去十年中最严重的回撤幅度约为40%，而谷歌最严重的回撤幅度约为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。两家公司的估值都略高于标普500整体，而且相对于收益而言，谷歌的价格也略高于苹果。分析师的共识是谷歌目前比苹果有更好的增长前景，我同意这一点。自谷歌2004年上市以来，苹果的回报超过了谷歌。苹果股票比谷歌波动性更大，历史上其业务遭受过更多的缩水和威胁。</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，我认为谷歌目前的价格值得买入，并会等待回调至 100 美元再买入苹果。</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":{"AAPL":"苹果","GOOGL":"谷歌A","GOOG":"谷歌"},"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 $100 to buy Apple.","news_type":1,"symbols_score_info":{"AAPL":0.9,"GOOGL":0.9,"GOOG":0.9}},"isVote":1,"tweetType":1,"viewCount":875,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":198495021,"gmtCreate":1620978252863,"gmtModify":1634194815192,"author":{"id":"3581757019260170","authorId":"3581757019260170","name":"Fei99","avatar":"https://static.tigerbbs.com/2e3173edce6ea237022134d5d1691222","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581757019260170","authorIdStr":"3581757019260170"},"themes":[],"title":"","htmlText":"Good news","listText":"Good news","text":"Good news","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/198495021","repostId":"2135767756","repostType":2,"isVote":1,"tweetType":1,"viewCount":787,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":193535581,"gmtCreate":1620798071343,"gmtModify":1631886886788,"author":{"id":"3581757019260170","authorId":"3581757019260170","name":"Fei99","avatar":"https://static.tigerbbs.com/2e3173edce6ea237022134d5d1691222","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581757019260170","authorIdStr":"3581757019260170"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/AGC\">$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":1008,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"lives":[]}