2ff9c42e的个人主页 - 老虎社区

2ff9c42e

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2021-12-28

$Meta Platforms, Inc.(FB)$I like facebook. ^^

2021-07-24

I see

抱歉，原内容已删除

2021-06-25

Apple better

抱歉，原内容已删除

2021-07-01

Like, please. Thanks.

抱歉，原内容已删除

2022-02-02

$Veeva(VEEV)$^^

2021-07-02

Why buy?

Why Zoom Video Stock Jumped 17% in June<blockquote>为什么Zoom Video股价6月份上涨17%</blockquote>

2021-08-15

Ok

Why Regulatory Risk Is A Silver Lining For Apple And Google<blockquote>为什么监管风险对苹果和谷歌来说是一线希望</blockquote>

2021-07-12

Like

抱歉，原内容已删除

2021-10-25

Ok

抱歉，原内容已删除

2021-10-25

Ok

Why Tesla Is Potentially Disruptive For Legacy Players (A $15,000 EV Is One Of The Reasons)<blockquote>为什么特斯拉对传统玩家来说可能是颠覆性的（15,000美元的电动汽车是原因之一）</blockquote>

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Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1635120703,"share":"https://www.laohu8.com/m/news/1159806003?lang=zh_CN&edition=full","pubTime":"2021-10-25 08:11","market":"us","language":"en","title":"Why Tesla Is Potentially Disruptive For Legacy Players (A $15,000 EV Is One Of The Reasons)<blockquote>为什么特斯拉对传统玩家来说可能是颠覆性的（15,000美元的电动汽车是原因之一）</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1159806003","media":"Benzinga","summary":"Tesla, Inc. reported Wednesday forecast-beatingquarterly results,and an analyst at Morgan Stanley th","content":"<p><b>Tesla, Inc.</b>&nbsp;reported Wednesday forecast-beatingquarterly results,and an analyst at Morgan Stanley thinks the quarter is bearish for legacy automakers.</p><p><blockquote><b>特斯拉公司。</b>周三公布的季度业绩超出预期，摩根士丹利的一位分析师认为本季度对传统汽车制造商来说是看跌的。</blockquote></p><p> <b>The Tesla Analyst:</b>Adam Jonas has an Overweight rating and $900 price target for Tesla shares.</p><p><blockquote><b>特斯拉分析师：</b>Adam Jonas对特斯拉股票给予跑赢大盘评级和900美元的目标价。</blockquote></p><p> <b>The Tesla Thesis:</b>Tesla is the most valuable and highest margin major car company in the world, Jonas said in a note. The company is also striving to be the cost leader in EVs, he added.</p><p><blockquote><b>特斯拉论文：</b>Jonas在一份报告中表示，特斯拉是世界上价值最高、利润率最高的大型汽车公司。他补充说，该公司还努力成为电动汽车的成本领导者。</blockquote></p><p> The combination, the analyst said, is potentially disruptive for the legacy players.</p><p><blockquote>分析师表示，这种合并可能会对传统企业造成颠覆性影响。</blockquote></p><p> Tesla is in a position to be a cost leader in the EV market due to its&nbsp;manufacturing innovation,battery innovation and scale, Jonas said. The company has the potential to market a vehicle at a $15,000 price point or less, likely this decade, if not before 2025, he added.</p><p><blockquote>Jonas表示，由于其制造创新、电池创新和规模，特斯拉有能力成为电动汽车市场的成本领导者。他补充说，该公司有潜力以15,000美元或更低的价格销售一款汽车，即使不是在2025年之前，也可能是在本十年内。</blockquote></p><p> Such a battery, though not capable of going 500 miles or from 0 to 60 in less than 3 seconds,&nbsp;can be safe, reliable, easy to manufacture, and be supplied with readily available and&nbsp;securely sourced raw materials, the analyst said.</p><p><blockquote>分析师表示，这种电池虽然无法在3秒内行驶500英里或从0加速到60英里，但安全、可靠、易于制造，并且可以提供现成且来源安全的原材料。</blockquote></p><p> Tesla, the world's largest and most advanced EV maker, is also the most profitable company, in terms of margins, the analyst noted. The company will likely invest this margin into price, capability and scale, he said.</p><p><blockquote>分析师指出，就利润率而言，特斯拉是全球最大、最先进的电动汽车制造商，也是最赚钱的公司。他表示，该公司可能会将这笔利润投资于价格、能力和规模。</blockquote></p><p> The company also has access to capital and talent, according to Jonas. The analyst said he thinks Tesla is in a position to direct large amounts of capital in the most concentrated ways.</p><p><blockquote>乔纳斯表示，该公司还可以获得资本和人才。这位分析师表示，他认为特斯拉能够以最集中的方式引导大量资本。</blockquote></p><p> Tesla's credit rating is at parity to that of&nbsp;<b>Ford Motor Company</b>&nbsp;and is slightly below&nbsp;<b>General Motors Corporation</b>, despite a market cap 12 times higher than GM and 16 times higher than Ford, the analyst noted.</p><p><blockquote>特斯拉的信用评级与<b>福特汽车公司</b>并且略低于<b>通用汽车公司</b>分析师指出，尽管其市值比通用汽车高出12倍，比福特高出16倍。</blockquote></p><p> Tesla has the size and scale to operate profitably, Jonas said.</p><p><blockquote>Jonas表示，特斯拉拥有盈利运营的规模和规模。</blockquote></p><p> \"While we don't expect vertical integration of OEMs into mining at this stage, we believe Tesla has the ability to own a mining company if it wanted to,\" Jonas said.</p><p><blockquote>Jonas表示：“虽然我们预计现阶段不会将OEM垂直整合到采矿业中，但我们相信，如果特斯拉愿意，它有能力拥有一家矿业公司。”</blockquote></p><p> <b>Tesla Price Action:</b>Tesla closed Friday's session at $909.68, up 1.75% for the session.</p><p><blockquote><b>特斯拉价格走势：</b>特斯拉周五收于909.68美元，盘中上涨1.75%。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why Tesla Is Potentially Disruptive For Legacy Players (A $15,000 EV Is One Of The Reasons)<blockquote>为什么特斯拉对传统玩家来说可能是颠覆性的（15,000美元的电动汽车是原因之一）</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; 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color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy Tesla Is Potentially Disruptive For Legacy Players (A $15,000 EV Is One Of The Reasons)<blockquote>为什么特斯拉对传统玩家来说可能是颠覆性的（15,000美元的电动汽车是原因之一）</blockquote>\n</h2>\n<h4 class=\"meta\">\n<div class=\"head\" \">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time smaller\">2021-10-25 08:11</p>\n</div>\n</div>\n</h4>\n</header>\n<article>\n<p><b>Tesla, Inc.</b>&nbsp;reported Wednesday forecast-beatingquarterly results,and an analyst at Morgan Stanley thinks the quarter is bearish for legacy automakers.</p><p><blockquote><b>特斯拉公司。</b>周三公布的季度业绩超出预期，摩根士丹利的一位分析师认为本季度对传统汽车制造商来说是看跌的。</blockquote></p><p> <b>The Tesla Analyst:</b>Adam Jonas has an Overweight rating and $900 price target for Tesla shares.</p><p><blockquote><b>特斯拉分析师：</b>Adam Jonas对特斯拉股票给予跑赢大盘评级和900美元的目标价。</blockquote></p><p> <b>The Tesla Thesis:</b>Tesla is the most valuable and highest margin major car company in the world, Jonas said in a note. The company is also striving to be the cost leader in EVs, he added.</p><p><blockquote><b>特斯拉论文：</b>Jonas在一份报告中表示，特斯拉是世界上价值最高、利润率最高的大型汽车公司。他补充说，该公司还努力成为电动汽车的成本领导者。</blockquote></p><p> The combination, the analyst said, is potentially disruptive for the legacy players.</p><p><blockquote>分析师表示，这种合并可能会对传统企业造成颠覆性影响。</blockquote></p><p> Tesla is in a position to be a cost leader in the EV market due to its&nbsp;manufacturing innovation,battery innovation and scale, Jonas said. The company has the potential to market a vehicle at a $15,000 price point or less, likely this decade, if not before 2025, he added.</p><p><blockquote>Jonas表示，由于其制造创新、电池创新和规模，特斯拉有能力成为电动汽车市场的成本领导者。他补充说，该公司有潜力以15,000美元或更低的价格销售一款汽车，即使不是在2025年之前，也可能是在本十年内。</blockquote></p><p> Such a battery, though not capable of going 500 miles or from 0 to 60 in less than 3 seconds,&nbsp;can be safe, reliable, easy to manufacture, and be supplied with readily available and&nbsp;securely sourced raw materials, the analyst said.</p><p><blockquote>分析师表示，这种电池虽然无法在3秒内行驶500英里或从0加速到60英里，但安全、可靠、易于制造，并且可以提供现成且来源安全的原材料。</blockquote></p><p> Tesla, the world's largest and most advanced EV maker, is also the most profitable company, in terms of margins, the analyst noted. The company will likely invest this margin into price, capability and scale, he said.</p><p><blockquote>分析师指出，就利润率而言，特斯拉是全球最大、最先进的电动汽车制造商，也是最赚钱的公司。他表示，该公司可能会将这笔利润投资于价格、能力和规模。</blockquote></p><p> The company also has access to capital and talent, according to Jonas. The analyst said he thinks Tesla is in a position to direct large amounts of capital in the most concentrated ways.</p><p><blockquote>乔纳斯表示，该公司还可以获得资本和人才。这位分析师表示，他认为特斯拉能够以最集中的方式引导大量资本。</blockquote></p><p> Tesla's credit rating is at parity to that of&nbsp;<b>Ford Motor Company</b>&nbsp;and is slightly below&nbsp;<b>General Motors Corporation</b>, despite a market cap 12 times higher than GM and 16 times higher than Ford, the analyst noted.</p><p><blockquote>特斯拉的信用评级与<b>福特汽车公司</b>并且略低于<b>通用汽车公司</b>分析师指出，尽管其市值比通用汽车高出12倍，比福特高出16倍。</blockquote></p><p> Tesla has the size and scale to operate profitably, Jonas said.</p><p><blockquote>Jonas表示，特斯拉拥有盈利运营的规模和规模。</blockquote></p><p> \"While we don't expect vertical integration of OEMs into mining at this stage, we believe Tesla has the ability to own a mining company if it wanted to,\" Jonas said.</p><p><blockquote>Jonas表示：“虽然我们预计现阶段不会将OEM垂直整合到采矿业中，但我们相信，如果特斯拉愿意，它有能力拥有一家矿业公司。”</blockquote></p><p> <b>Tesla Price Action:</b>Tesla closed Friday's session at $909.68, up 1.75% for the session.</p><p><blockquote><b>特斯拉价格走势：</b>特斯拉周五收于909.68美元，盘中上涨1.75%。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"F":"福特汽车","TSLA":"特斯拉","GM":"通用汽车"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1159806003","content_text":"Tesla, Inc. reported Wednesday forecast-beatingquarterly results,and an analyst at Morgan Stanley thinks the quarter is bearish for legacy automakers.\nThe Tesla Analyst:Adam Jonas has an Overweight rating and $900 price target for Tesla shares.\nThe Tesla Thesis:Tesla is the most valuable and highest margin major car company in the world, Jonas said in a note. The company is also striving to be the cost leader in EVs, he added.\nThe combination, the analyst said, is potentially disruptive for the legacy players.\nTesla is in a position to be a cost leader in the EV market due to its manufacturing innovation,battery innovation and scale, Jonas said. The company has the potential to market a vehicle at a $15,000 price point or less, likely this decade, if not before 2025, he added.\nSuch a battery, though not capable of going 500 miles or from 0 to 60 in less than 3 seconds, can be safe, reliable, easy to manufacture, and be supplied with readily available and securely sourced raw materials, the analyst said.\nTesla, the world's largest and most advanced EV maker, is also the most profitable company, in terms of margins, the analyst noted. The company will likely invest this margin into price, capability and scale, he said.\nThe company also has access to capital and talent, according to Jonas. The analyst said he thinks Tesla is in a position to direct large amounts of capital in the most concentrated ways.\nTesla's credit rating is at parity to that of Ford Motor Company and is slightly below General Motors Corporation, despite a market cap 12 times higher than GM and 16 times higher than Ford, the analyst noted.\nTesla has the size and scale to operate profitably, Jonas said.\n\"While we don't expect vertical integration of OEMs into mining at this stage, we believe Tesla has the ability to own a mining company if it wanted to,\" Jonas said.\nTesla Price Action:Tesla closed Friday's session at $909.68, up 1.75% for the session.","news_type":1,"symbols_score_info":{"F":0.9,"GM":0.9,"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":636,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":838399880,"gmtCreate":1629371640440,"gmtModify":1631888768273,"author":{"id":"3582137270826241","authorId":"3582137270826241","name":"2ff9c42e","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582137270826241","authorIdStr":"3582137270826241"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/YYY.SI\">$Lion-OSPL China L S$(YYY.SI)$</a>Wasted $10 so far includive of $2 fee.&nbsp;Bought from ocbc atm.&nbsp;","listText":"<a href=\"https://laohu8.com/S/YYY.SI\">$Lion-OSPL China L S$(YYY.SI)$</a>Wasted $10 so far includive of $2 fee.&nbsp;Bought from ocbc atm.&nbsp;","text":"$Lion-OSPL China L S$(YYY.SI)$Wasted $10 so far includive of $2 fee. Bought from ocbc atm.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/838399880","isVote":1,"tweetType":1,"viewCount":517,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":830158175,"gmtCreate":1629035128397,"gmtModify":1631891121830,"author":{"id":"3582137270826241","authorId":"3582137270826241","name":"2ff9c42e","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582137270826241","authorIdStr":"3582137270826241"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/830158175","repostId":"2159321288","repostType":4,"repost":{"id":"2159321288","kind":"news","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1628990553,"share":"https://www.laohu8.com/m/news/2159321288?lang=zh_CN&edition=full","pubTime":"2021-08-15 09:22","market":"us","language":"en","title":"Why Regulatory Risk Is A Silver Lining For Apple And Google<blockquote>为什么监管风险对苹果和谷歌来说是一线希望</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2159321288","media":"Benzinga","summary":"The threat of regulation has been looming over big tech giants such as Apple Inc. (NASDAQ: AAPL) and","content":"<p>The threat of regulation has been looming over big tech giants such as <b>Apple Inc. </b>(NASDAQ: AAPL) and <b>Alphabet Inc. </b>(NASDAQ: GOOGL) (NASDAQ: GOOG) over the past three years.</p><p><blockquote>监管的威胁一直笼罩着大型科技巨头，例如<b>苹果公司。</b>（纳斯达克：AAPL）和<b>Alphabet公司。</b>（纳斯达克：GOOGL）（纳斯达克：GOOG）过去三年。</blockquote></p><p> With a bill seeking broader changes in the way Apple and Google operate their respective app stores introduced this week, Loup Funds Managing Partner Gene Munster offered his take on what is in store for these companies.</p><p><blockquote>随着本周推出的一项法案寻求对苹果和谷歌运营各自应用商店的方式进行更广泛的改变，Loup Funds管理合伙人吉恩·蒙斯特(Gene Munster)提出了他对这些公司未来的看法。</blockquote></p><p> <b>What the New Legislation Is All About: </b> The changes proposed by the legislation calls for allowing third-party app stores with the App Store and Google Play store, Munster noted. Both companies are also called to allow app developers to explicitly advertise within apps, so that consumers can subscribe and make purchases outside of the App Store or the Google Play Store, he added.</p><p><blockquote><b>新立法的内容是：</b>明斯特指出，评级立法提出的允许第三方应用商店与App Store和谷歌Play商店合作的变化。他补充说，两家公司还被要求允许应用程序开发者在应用程序内明确做广告，以便消费者可以在App Store或Google Play商店之外订阅和购买。</blockquote></p><p> This will help avoiding the 30% take rate on in-app purchases, the analyst said.</p><p><blockquote>分析师表示，这将有助于避免应用内购买30%的采用率。</blockquote></p><p> The proposed bill will have to be approved by the House and Senate before becoming law, Munster said.</p><p><blockquote>明斯特说，拟议的法案在成为法律之前必须得到众议院和参议院的批准。</blockquote></p><p> <b>Regulation Not Automatically Negative: </b> The end result of regulation is not automatically negative for big tech, given unintended consequences often occur when incentives change, Munster said.</p><p><blockquote><b>调节不自动为负：</b>蒙斯特表示，监管的最终结果不会自动对大型科技公司产生负面影响，因为当激励措施发生变化时，往往会出现意想不到的后果。</blockquote></p><p> Even if Apple buckles under pressure and reduces its take rate from 30% to 10% - a possibility which is unlikely – it could still make more money ultimately, the analyst said. A reduction in fees will likely spur greater growth in the app development ecosystem, he added.</p><p><blockquote>分析师表示，即使苹果在压力下屈服，将接受率从30%降至10%（这种可能性不太可能），它最终仍可能赚更多钱。他补充说，费用的降低可能会刺激应用程序开发生态系统的更大增长。</blockquote></p><p> Apple and Google, according to the analyst, have the stronger case, given they created their mobile app stores and are responsible for maintaining them, the analyst said. They, therefore, should have control over how things are curated and distributed within the stores, he added.</p><p><blockquote>分析师表示，苹果和谷歌拥有更强的理由，因为它们创建了自己的移动应用商店并负责维护这些商店。他补充说，因此，他们应该控制商店内商品的策划和分销方式。</blockquote></p><p> Additionally, opening the iPhone to third-party app stores, the analyst said, will weaken security and privacy, thereby harming consumers.</p><p><blockquote>此外，该分析师表示，向第三方应用商店开放iPhone将削弱安全性和隐私，从而损害消费者。</blockquote></p><p> <b>Munster's Take On Potential Regulation: </b> The likelihood of radical regulation as low, Munster said. If any regulations do&nbsp;materialize, the most likely outcome is that Apple and Google will be forced to remove their anti-steering clauses, thereby allowing publishers to advertise payment options outside of the default in-app payment systems, the analyst said.</p><p><blockquote><b>明斯特对潜在监管的看法：</b>明斯特说，激进监管的可能性很低。该分析师表示，如果任何法规真的成为现实，最有可能的结果是苹果和谷歌将被迫删除其反转向条款，从而允许出版商在默认的应用内支付系统之外宣传支付选项。</blockquote></p><p> \"This would have limited impact on consumer app store engagement given the easiest way to manage app spending will be to remain inside the respective walled gardens,\" the analyst concluded.</p><p><blockquote>这位分析师总结道：“这对消费者应用商店参与度的影响有限，因为管理应用支出最简单的方法是留在各自的围墙花园里。”</blockquote></p><p> Apple closed Friday's session down 0.14% at $149.10 and Google ended nearly flat at $2,768.12.</p><p><blockquote>苹果周五收盘下跌0.14%，至149.10美元，谷歌收盘几乎持平，至2,768.12美元。</blockquote></p><p> Latest Ratings for AAPL</p><p><blockquote>AAPL的最新评级</blockquote></p><p> <table>  <tbody>   <tr>    <th>Date</th>    <th>Firm</th>    <th>Action</th>    <th>From</th>    <th>To</th>   </tr>  </tbody>  <tbody>   <tr>    <td>Jul 2021</td>    <td>Loop Capital</td>    <td>Maintains</td>    <td></td>    <td>Buy</td>   </tr>   <tr>    <td>Jul 2021</td>    <td>Deutsche Bank</td>    <td>Maintains</td>    <td></td>    <td>Buy</td>   </tr>   <tr>    <td>Jul 2021</td>    <td>Piper Sandler</td>    <td>Maintains</td>    <td></td>    <td>Overweight</td>   </tr>  </tbody> </table></p><p><blockquote><table><tbody><tr><th>日期</th><th>公司</th><th>行动</th><th>来自</th><th>到</th></tr></tbody><tbody><tr><td>2021年7月</td><td>循环资本</td><td>维护</td><td></td><td>购买</td></tr><tr><td>2021年7月</td><td>德意志银行</td><td>维护</td><td></td><td>购买</td></tr><tr><td>2021年7月</td><td>派珀·桑德勒</td><td>维护</td><td></td><td>跑赢大盘</td></tr></tbody></table></blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why Regulatory Risk Is A Silver Lining For Apple And Google<blockquote>为什么监管风险对苹果和谷歌来说是一线希望</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; 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color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy Regulatory Risk Is A Silver Lining For Apple And Google<blockquote>为什么监管风险对苹果和谷歌来说是一线希望</blockquote>\n</h2>\n<h4 class=\"meta\">\n<div class=\"head\" \">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time smaller\">2021-08-15 09:22</p>\n</div>\n</div>\n</h4>\n</header>\n<article>\n<p>The threat of regulation has been looming over big tech giants such as <b>Apple Inc. </b>(NASDAQ: AAPL) and <b>Alphabet Inc. </b>(NASDAQ: GOOGL) (NASDAQ: GOOG) over the past three years.</p><p><blockquote>监管的威胁一直笼罩着大型科技巨头，例如<b>苹果公司。</b>（纳斯达克：AAPL）和<b>Alphabet公司。</b>（纳斯达克：GOOGL）（纳斯达克：GOOG）过去三年。</blockquote></p><p> With a bill seeking broader changes in the way Apple and Google operate their respective app stores introduced this week, Loup Funds Managing Partner Gene Munster offered his take on what is in store for these companies.</p><p><blockquote>随着本周推出的一项法案寻求对苹果和谷歌运营各自应用商店的方式进行更广泛的改变，Loup Funds管理合伙人吉恩·蒙斯特(Gene Munster)提出了他对这些公司未来的看法。</blockquote></p><p> <b>What the New Legislation Is All About: </b> The changes proposed by the legislation calls for allowing third-party app stores with the App Store and Google Play store, Munster noted. Both companies are also called to allow app developers to explicitly advertise within apps, so that consumers can subscribe and make purchases outside of the App Store or the Google Play Store, he added.</p><p><blockquote><b>新立法的内容是：</b>明斯特指出，评级立法提出的允许第三方应用商店与App Store和谷歌Play商店合作的变化。他补充说，两家公司还被要求允许应用程序开发者在应用程序内明确做广告，以便消费者可以在App Store或Google Play商店之外订阅和购买。</blockquote></p><p> This will help avoiding the 30% take rate on in-app purchases, the analyst said.</p><p><blockquote>分析师表示，这将有助于避免应用内购买30%的采用率。</blockquote></p><p> The proposed bill will have to be approved by the House and Senate before becoming law, Munster said.</p><p><blockquote>明斯特说，拟议的法案在成为法律之前必须得到众议院和参议院的批准。</blockquote></p><p> <b>Regulation Not Automatically Negative: </b> The end result of regulation is not automatically negative for big tech, given unintended consequences often occur when incentives change, Munster said.</p><p><blockquote><b>调节不自动为负：</b>蒙斯特表示，监管的最终结果不会自动对大型科技公司产生负面影响，因为当激励措施发生变化时，往往会出现意想不到的后果。</blockquote></p><p> Even if Apple buckles under pressure and reduces its take rate from 30% to 10% - a possibility which is unlikely – it could still make more money ultimately, the analyst said. A reduction in fees will likely spur greater growth in the app development ecosystem, he added.</p><p><blockquote>分析师表示，即使苹果在压力下屈服，将接受率从30%降至10%（这种可能性不太可能），它最终仍可能赚更多钱。他补充说，费用的降低可能会刺激应用程序开发生态系统的更大增长。</blockquote></p><p> Apple and Google, according to the analyst, have the stronger case, given they created their mobile app stores and are responsible for maintaining them, the analyst said. They, therefore, should have control over how things are curated and distributed within the stores, he added.</p><p><blockquote>分析师表示，苹果和谷歌拥有更强的理由，因为它们创建了自己的移动应用商店并负责维护这些商店。他补充说，因此，他们应该控制商店内商品的策划和分销方式。</blockquote></p><p> Additionally, opening the iPhone to third-party app stores, the analyst said, will weaken security and privacy, thereby harming consumers.</p><p><blockquote>此外，该分析师表示，向第三方应用商店开放iPhone将削弱安全性和隐私，从而损害消费者。</blockquote></p><p> <b>Munster's Take On Potential Regulation: </b> The likelihood of radical regulation as low, Munster said. If any regulations do&nbsp;materialize, the most likely outcome is that Apple and Google will be forced to remove their anti-steering clauses, thereby allowing publishers to advertise payment options outside of the default in-app payment systems, the analyst said.</p><p><blockquote><b>明斯特对潜在监管的看法：</b>明斯特说，激进监管的可能性很低。该分析师表示，如果任何法规真的成为现实，最有可能的结果是苹果和谷歌将被迫删除其反转向条款，从而允许出版商在默认的应用内支付系统之外宣传支付选项。</blockquote></p><p> \"This would have limited impact on consumer app store engagement given the easiest way to manage app spending will be to remain inside the respective walled gardens,\" the analyst concluded.</p><p><blockquote>这位分析师总结道：“这对消费者应用商店参与度的影响有限，因为管理应用支出最简单的方法是留在各自的围墙花园里。”</blockquote></p><p> Apple closed Friday's session down 0.14% at $149.10 and Google ended nearly flat at $2,768.12.</p><p><blockquote>苹果周五收盘下跌0.14%，至149.10美元，谷歌收盘几乎持平，至2,768.12美元。</blockquote></p><p> Latest Ratings for AAPL</p><p><blockquote>AAPL的最新评级</blockquote></p><p> <table>  <tbody>   <tr>    <th>Date</th>    <th>Firm</th>    <th>Action</th>    <th>From</th>    <th>To</th>   </tr>  </tbody>  <tbody>   <tr>    <td>Jul 2021</td>    <td>Loop Capital</td>    <td>Maintains</td>    <td></td>    <td>Buy</td>   </tr>   <tr>    <td>Jul 2021</td>    <td>Deutsche Bank</td>    <td>Maintains</td>    <td></td>    <td>Buy</td>   </tr>   <tr>    <td>Jul 2021</td>    <td>Piper Sandler</td>    <td>Maintains</td>    <td></td>    <td>Overweight</td>   </tr>  </tbody> </table></p><p><blockquote><table><tbody><tr><th>日期</th><th>公司</th><th>行动</th><th>来自</th><th>到</th></tr></tbody><tbody><tr><td>2021年7月</td><td>循环资本</td><td>维护</td><td></td><td>购买</td></tr><tr><td>2021年7月</td><td>德意志银行</td><td>维护</td><td></td><td>购买</td></tr><tr><td>2021年7月</td><td>派珀·桑德勒</td><td>维护</td><td></td><td>跑赢大盘</td></tr></tbody></table></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GOOG":"谷歌","GOOGL":"谷歌A","AAPL":"苹果"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2159321288","content_text":"The threat of regulation has been looming over big tech giants such as Apple Inc. (NASDAQ: AAPL) and Alphabet Inc. (NASDAQ: GOOGL) (NASDAQ: GOOG) over the past three years.\nWith a bill seeking broader changes in the way Apple and Google operate their respective app stores introduced this week, Loup Funds Managing Partner Gene Munster offered his take on what is in store for these companies.\nWhat the New Legislation Is All About:  The changes proposed by the legislation calls for allowing third-party app stores with the App Store and Google Play store, Munster noted. Both companies are also called to allow app developers to explicitly advertise within apps, so that consumers can subscribe and make purchases outside of the App Store or the Google Play Store, he added.\nThis will help avoiding the 30% take rate on in-app purchases, the analyst said.\nThe proposed bill will have to be approved by the House and Senate before becoming law, Munster said.\nRegulation Not Automatically Negative:  The end result of regulation is not automatically negative for big tech, given unintended consequences often occur when incentives change, Munster said.\nEven if Apple buckles under pressure and reduces its take rate from 30% to 10% - a possibility which is unlikely – it could still make more money ultimately, the analyst said. A reduction in fees will likely spur greater growth in the app development ecosystem, he added.\nApple and Google, according to the analyst, have the stronger case, given they created their mobile app stores and are responsible for maintaining them, the analyst said. They, therefore, should have control over how things are curated and distributed within the stores, he added.\nAdditionally, opening the iPhone to third-party app stores, the analyst said, will weaken security and privacy, thereby harming consumers.\nMunster's Take On Potential Regulation:  The likelihood of radical regulation as low, Munster said. If any regulations do materialize, the most likely outcome is that Apple and Google will be forced to remove their anti-steering clauses, thereby allowing publishers to advertise payment options outside of the default in-app payment systems, the analyst said.\n\"This would have limited impact on consumer app store engagement given the easiest way to manage app spending will be to remain inside the respective walled gardens,\" the analyst concluded.\nApple closed Friday's session down 0.14% at $149.10 and Google ended nearly flat at $2,768.12.\nLatest Ratings for AAPL\n\n\n\nDate\nFirm\nAction\nFrom\nTo\n\n\n\n\nJul 2021\nLoop Capital\nMaintains\n\nBuy\n\n\nJul 2021\nDeutsche Bank\nMaintains\n\nBuy\n\n\nJul 2021\nPiper Sandler\nMaintains\n\nOverweight","news_type":1,"symbols_score_info":{"AAPL":0.9,"GOOGL":0.9,"GOOG":0.9}},"isVote":1,"tweetType":1,"viewCount":295,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":174105900,"gmtCreate":1627083939200,"gmtModify":1631891121833,"author":{"id":"3582137270826241","authorId":"3582137270826241","name":"2ff9c42e","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582137270826241","authorIdStr":"3582137270826241"},"themes":[],"htmlText":"I see","listText":"I see","text":"I see","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/174105900","repostId":"2153980423","repostType":4,"isVote":1,"tweetType":1,"viewCount":614,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":146831289,"gmtCreate":1626064727241,"gmtModify":1631891121836,"author":{"id":"3582137270826241","authorId":"3582137270826241","name":"2ff9c42e","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582137270826241","authorIdStr":"3582137270826241"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/146831289","repostId":"1172063633","repostType":4,"isVote":1,"tweetType":1,"viewCount":971,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":148681760,"gmtCreate":1625971502650,"gmtModify":1631891121839,"author":{"id":"3582137270826241","authorId":"3582137270826241","name":"2ff9c42e","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582137270826241","authorIdStr":"3582137270826241"},"themes":[],"htmlText":"It doesn't matter. Apple is still great.&nbsp;","listText":"It doesn't matter. Apple is still great.&nbsp;","text":"It doesn't matter. Apple is still great.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/148681760","repostId":"1166379040","repostType":4,"isVote":1,"tweetType":1,"viewCount":505,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":696105942,"gmtCreate":1640645812912,"gmtModify":1640645813016,"author":{"id":"3582137270826241","authorId":"3582137270826241","name":"2ff9c42e","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582137270826241","authorIdStr":"3582137270826241"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/FB\">$Meta Platforms, Inc.(FB)$</a>I like facebook. ^^&nbsp;","listText":"<a href=\"https://laohu8.com/S/FB\">$Meta Platforms, Inc.(FB)$</a>I like facebook. ^^&nbsp;","text":"$Meta Platforms, Inc.(FB)$I like facebook. ^^","images":[{"img":"https://static.tigerbbs.com/000aa119f87791b2489fc283bdb56ca4","width":"1440","height":"2560"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/696105942","isVote":1,"tweetType":1,"viewCount":554,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":174105900,"gmtCreate":1627083939200,"gmtModify":1631891121833,"author":{"id":"3582137270826241","authorId":"3582137270826241","name":"2ff9c42e","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582137270826241","authorIdStr":"3582137270826241"},"themes":[],"htmlText":"I see","listText":"I see","text":"I see","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/174105900","repostId":"2153980423","repostType":4,"isVote":1,"tweetType":1,"viewCount":614,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":122533314,"gmtCreate":1624627190138,"gmtModify":1631891121856,"author":{"id":"3582137270826241","authorId":"3582137270826241","name":"2ff9c42e","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582137270826241","authorIdStr":"3582137270826241"},"themes":[],"htmlText":"Apple better","listText":"Apple better","text":"Apple better","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/122533314","repostId":"2146023165","repostType":4,"isVote":1,"tweetType":1,"viewCount":316,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":158866416,"gmtCreate":1625144507035,"gmtModify":1631891121855,"author":{"id":"3582137270826241","authorId":"3582137270826241","name":"2ff9c42e","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582137270826241","authorIdStr":"3582137270826241"},"themes":[],"htmlText":"Like, please. Thanks.&nbsp;","listText":"Like, please. Thanks.&nbsp;","text":"Like, please. Thanks.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/158866416","repostId":"1131385251","repostType":4,"isVote":1,"tweetType":1,"viewCount":369,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":633381774,"gmtCreate":1643766597774,"gmtModify":1643766597947,"author":{"id":"3582137270826241","authorId":"3582137270826241","name":"2ff9c42e","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582137270826241","authorIdStr":"3582137270826241"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/VEEV\">$Veeva(VEEV)$</a>^^","listText":"<a href=\"https://laohu8.com/S/VEEV\">$Veeva(VEEV)$</a>^^","text":"$Veeva(VEEV)$^^","images":[{"img":"https://static.tigerbbs.com/54abf8a3f42c98ac3064193679323ca4","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/633381774","isVote":1,"tweetType":1,"viewCount":1608,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":156230473,"gmtCreate":1625223692992,"gmtModify":1631891121849,"author":{"id":"3582137270826241","authorId":"3582137270826241","name":"2ff9c42e","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582137270826241","authorIdStr":"3582137270826241"},"themes":[],"htmlText":"Why buy?&nbsp;","listText":"Why buy?&nbsp;","text":"Why buy?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/156230473","repostId":"1107527256","repostType":4,"repost":{"id":"1107527256","kind":"news","pubTimestamp":1625218747,"share":"https://www.laohu8.com/m/news/1107527256?lang=zh_CN&edition=full","pubTime":"2021-07-02 17:39","market":"us","language":"en","title":"Why Zoom Video Stock Jumped 17% in June<blockquote>为什么Zoom Video股价6月份上涨17%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1107527256","media":"Motley Fool","summary":"Shares of the videoconferencing platform gained last month on a solid earnings report and other tail","content":"<p>Shares of the videoconferencing platform gained last month on a solid earnings report and other tailwinds.</p><p><blockquote>由于稳健的收益报告和其他有利因素，该视频会议平台的股价上个月上涨。</blockquote></p><p> <b>What happened</b></p><p><blockquote><b>发生了什么</b></blockquote></p><p> Shares of&nbsp;<b>Zoom Video Communications</b>(NASDAQ:ZM)jumped 17% last month, according to data from&nbsp;S&amp;P Global Market Intelligence.</p><p><blockquote>本公司之股份<b>Zoom Video通信公司</b>根据标准普尔全球市场情报的数据，（纳斯达克：ZM）上个月上涨了17%。</blockquote></p><p> The videoconferencing leader benefited from a strong first-quarter earnings report, some bullish analyst notes, an acquisition, and concerns about the spreading COVID-19 Delta variant.</p><p><blockquote>这家视频会议领导者受益于强劲的第一季度收益报告、一些看涨的分析师报告、收购以及对COVID-19德尔塔变异毒株蔓延的担忧。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5c45583694304bcdd2e20c758dcee810\" tg-width=\"2000\" tg-height=\"1355\"><span>IMAGE SOURCE: ZOOM.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图片来源：ZOOM。</span></p></blockquote></p><p> As you can see from the chart below, the&nbsp;cloud stock&nbsp;gained steadily over the course of the month, riding a broader trend in growth and tech stocks.</p><p><blockquote>如下图所示，云股票在本月稳步上涨，顺应了成长股和科技股的更广泛趋势。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/49688704c96624e4f0979ac01ea9016f\" tg-width=\"720\" tg-height=\"387\"><span>ZM DATA BY YCHARTS.</span></p><p><blockquote><p class=\"t-img-caption\"><span>YCHARTS提供的ZM数据。</span></p></blockquote></p><p> <b>So what</b></p><p><blockquote><b>那又怎样</b></blockquote></p><p> Zoom kicked off the month with another round of smashing growth as revenue rose 191% to $956.2 million in its first-quarter earnings report, easily beating estimates at $906.3 million. Customers with more than 10 employees nearly doubled to 497,000.</p><p><blockquote>Zoom以另一轮惊人增长拉开了本月的序幕，其第一季度收益报告中的收入增长了191%，达到9.562亿美元，轻松超过了预期的9.063亿美元。拥有10名以上员工的客户几乎翻了一番，达到49.7万人。</blockquote></p><p> Its bottom-line performance was also impressive as adjusted operating income jumped more than seven times from the year-ago quarter to $400.9 million, equal to a 41.9% adjusted operating profit margin. Adjusted earnings per share reached $1.32, topping the consensus at $0.99.</p><p><blockquote>其净利润表现也令人印象深刻，调整后营业收入较去年同期增长七倍多，达到4.009亿美元，相当于调整后营业利润率41.9%。调整后每股收益达到1.32美元，高于市场普遍预期的0.99美元。</blockquote></p><p> Despite the strong results, investors shrugged off the results as the stock was mostly unchanged on the news. However, it jumped at the end of the month's first week on news that Cathie Wood's ARK Invest bought 96,100 shares.</p><p><blockquote>尽管业绩强劲，但投资者对业绩不屑一顾，因为该股在消息传出后基本没有变化。然而，由于Cathie Wood的ARK Invest购买了96,100股股票，该股在本月第一周结束时大幅上涨。</blockquote></p><p> The following week, the&nbsp;stock gained&nbsp;on a pair of bullish analyst notes as it was upgraded to buy at Argus, and RBC Capital analyst Rishi Jaluria rated Zoom outperform and called it a top pick.</p><p><blockquote>接下来的一周，该股因两份看涨分析师报告而上涨，Argus将其评级上调至买入，RBC Capital分析师Rishi Jaluria将Zoom评级为跑赢大盘，并称其为首选。</blockquote></p><p> Lastly, Zoom jumped at the end of the month after saying it would acquire Kites, a real-time machine translation start-up to help Zoom with its machine translation, a valuable add-on service for videoconferencing.</p><p><blockquote>最后，Zoom在本月底表示将收购实时机器翻译初创公司Kites，以帮助Zoom提供机器翻译（一项有价值的视频会议附加服务）后股价上涨。</blockquote></p><p> <b>Now what</b></p><p><blockquote><b>现在怎么办</b></blockquote></p><p> Zoom will face difficult comparisons over the rest of the year as the company laps its blowout performance during the pandemic. But it hiked its guidance for the full year in the first-quarter report, calling for revenue of $3.975 billion to $3.99 billion, above its prior range of $3.76 billion to $3.78 billion. It also expects adjusted earnings per share of $4.56 to $4.61, up from an earlier forecast of $3.59 to $3.65.</p><p><blockquote>Zoom在今年剩余时间里将面临艰难的比较，因为该公司在大流行期间表现出色。但该公司在第一季度报告中上调了全年指引，预计营收为39.75亿美元至39.9亿美元，高于之前37.6亿美元至37.8亿美元的区间。它还预计调整后每股收益为4.56美元至4.61美元，高于此前预测的3.59美元至3.65美元。</blockquote></p><p> With that forecast, Zoom doesn't even look that expensive at a price-to-earnings ratio of less than 90, especially compared to some of its software-as-a-service peers that aren't even profitable. Though last year's growth was certainly an anomaly, the future still looks bright for Zoom.</p><p><blockquote>根据这一预测，Zoom的市盈率低于90，看起来甚至没有那么贵，特别是与一些甚至没有盈利的软件即服务同行相比。尽管去年的增长确实是一个反常现象，但Zoom的未来看起来仍然光明。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why Zoom Video Stock Jumped 17% in June<blockquote>为什么Zoom Video股价6月份上涨17%</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy Zoom Video Stock Jumped 17% in June<blockquote>为什么Zoom Video股价6月份上涨17%</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Motley Fool</strong><span class=\"h-time small\">2021-07-02 17:39</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Shares of the videoconferencing platform gained last month on a solid earnings report and other tailwinds.</p><p><blockquote>由于稳健的收益报告和其他有利因素，该视频会议平台的股价上个月上涨。</blockquote></p><p> <b>What happened</b></p><p><blockquote><b>发生了什么</b></blockquote></p><p> Shares of&nbsp;<b>Zoom Video Communications</b>(NASDAQ:ZM)jumped 17% last month, according to data from&nbsp;S&amp;P Global Market Intelligence.</p><p><blockquote>本公司之股份<b>Zoom Video通信公司</b>根据标准普尔全球市场情报的数据，（纳斯达克：ZM）上个月上涨了17%。</blockquote></p><p> The videoconferencing leader benefited from a strong first-quarter earnings report, some bullish analyst notes, an acquisition, and concerns about the spreading COVID-19 Delta variant.</p><p><blockquote>这家视频会议领导者受益于强劲的第一季度收益报告、一些看涨的分析师报告、收购以及对COVID-19德尔塔变异毒株蔓延的担忧。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5c45583694304bcdd2e20c758dcee810\" tg-width=\"2000\" tg-height=\"1355\"><span>IMAGE SOURCE: ZOOM.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图片来源：ZOOM。</span></p></blockquote></p><p> As you can see from the chart below, the&nbsp;cloud stock&nbsp;gained steadily over the course of the month, riding a broader trend in growth and tech stocks.</p><p><blockquote>如下图所示，云股票在本月稳步上涨，顺应了成长股和科技股的更广泛趋势。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/49688704c96624e4f0979ac01ea9016f\" tg-width=\"720\" tg-height=\"387\"><span>ZM DATA BY YCHARTS.</span></p><p><blockquote><p class=\"t-img-caption\"><span>YCHARTS提供的ZM数据。</span></p></blockquote></p><p> <b>So what</b></p><p><blockquote><b>那又怎样</b></blockquote></p><p> Zoom kicked off the month with another round of smashing growth as revenue rose 191% to $956.2 million in its first-quarter earnings report, easily beating estimates at $906.3 million. Customers with more than 10 employees nearly doubled to 497,000.</p><p><blockquote>Zoom以另一轮惊人增长拉开了本月的序幕，其第一季度收益报告中的收入增长了191%，达到9.562亿美元，轻松超过了预期的9.063亿美元。拥有10名以上员工的客户几乎翻了一番，达到49.7万人。</blockquote></p><p> Its bottom-line performance was also impressive as adjusted operating income jumped more than seven times from the year-ago quarter to $400.9 million, equal to a 41.9% adjusted operating profit margin. Adjusted earnings per share reached $1.32, topping the consensus at $0.99.</p><p><blockquote>其净利润表现也令人印象深刻，调整后营业收入较去年同期增长七倍多，达到4.009亿美元，相当于调整后营业利润率41.9%。调整后每股收益达到1.32美元，高于市场普遍预期的0.99美元。</blockquote></p><p> Despite the strong results, investors shrugged off the results as the stock was mostly unchanged on the news. However, it jumped at the end of the month's first week on news that Cathie Wood's ARK Invest bought 96,100 shares.</p><p><blockquote>尽管业绩强劲，但投资者对业绩不屑一顾，因为该股在消息传出后基本没有变化。然而，由于Cathie Wood的ARK Invest购买了96,100股股票，该股在本月第一周结束时大幅上涨。</blockquote></p><p> The following week, the&nbsp;stock gained&nbsp;on a pair of bullish analyst notes as it was upgraded to buy at Argus, and RBC Capital analyst Rishi Jaluria rated Zoom outperform and called it a top pick.</p><p><blockquote>接下来的一周，该股因两份看涨分析师报告而上涨，Argus将其评级上调至买入，RBC Capital分析师Rishi Jaluria将Zoom评级为跑赢大盘，并称其为首选。</blockquote></p><p> Lastly, Zoom jumped at the end of the month after saying it would acquire Kites, a real-time machine translation start-up to help Zoom with its machine translation, a valuable add-on service for videoconferencing.</p><p><blockquote>最后，Zoom在本月底表示将收购实时机器翻译初创公司Kites，以帮助Zoom提供机器翻译（一项有价值的视频会议附加服务）后股价上涨。</blockquote></p><p> <b>Now what</b></p><p><blockquote><b>现在怎么办</b></blockquote></p><p> Zoom will face difficult comparisons over the rest of the year as the company laps its blowout performance during the pandemic. But it hiked its guidance for the full year in the first-quarter report, calling for revenue of $3.975 billion to $3.99 billion, above its prior range of $3.76 billion to $3.78 billion. It also expects adjusted earnings per share of $4.56 to $4.61, up from an earlier forecast of $3.59 to $3.65.</p><p><blockquote>Zoom在今年剩余时间里将面临艰难的比较，因为该公司在大流行期间表现出色。但该公司在第一季度报告中上调了全年指引，预计营收为39.75亿美元至39.9亿美元，高于之前37.6亿美元至37.8亿美元的区间。它还预计调整后每股收益为4.56美元至4.61美元，高于此前预测的3.59美元至3.65美元。</blockquote></p><p> With that forecast, Zoom doesn't even look that expensive at a price-to-earnings ratio of less than 90, especially compared to some of its software-as-a-service peers that aren't even profitable. Though last year's growth was certainly an anomaly, the future still looks bright for Zoom.</p><p><blockquote>根据这一预测，Zoom的市盈率低于90，看起来甚至没有那么贵，特别是与一些甚至没有盈利的软件即服务同行相比。尽管去年的增长确实是一个反常现象，但Zoom的未来看起来仍然光明。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.fool.com/investing/2021/07/01/why-zoom-video-stock-jumped-17/\">Motley Fool</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ZM":"Zoom"},"source_url":"https://www.fool.com/investing/2021/07/01/why-zoom-video-stock-jumped-17/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1107527256","content_text":"Shares of the videoconferencing platform gained last month on a solid earnings report and other tailwinds.\nWhat happened\nShares of Zoom Video Communications(NASDAQ:ZM)jumped 17% last month, according to data from S&P Global Market Intelligence.\nThe videoconferencing leader benefited from a strong first-quarter earnings report, some bullish analyst notes, an acquisition, and concerns about the spreading COVID-19 Delta variant.\nIMAGE SOURCE: ZOOM.\nAs you can see from the chart below, the cloud stock gained steadily over the course of the month, riding a broader trend in growth and tech stocks.\nZM DATA BY YCHARTS.\nSo what\nZoom kicked off the month with another round of smashing growth as revenue rose 191% to $956.2 million in its first-quarter earnings report, easily beating estimates at $906.3 million. Customers with more than 10 employees nearly doubled to 497,000.\nIts bottom-line performance was also impressive as adjusted operating income jumped more than seven times from the year-ago quarter to $400.9 million, equal to a 41.9% adjusted operating profit margin. Adjusted earnings per share reached $1.32, topping the consensus at $0.99.\nDespite the strong results, investors shrugged off the results as the stock was mostly unchanged on the news. However, it jumped at the end of the month's first week on news that Cathie Wood's ARK Invest bought 96,100 shares.\nThe following week, the stock gained on a pair of bullish analyst notes as it was upgraded to buy at Argus, and RBC Capital analyst Rishi Jaluria rated Zoom outperform and called it a top pick.\nLastly, Zoom jumped at the end of the month after saying it would acquire Kites, a real-time machine translation start-up to help Zoom with its machine translation, a valuable add-on service for videoconferencing.\nNow what\nZoom will face difficult comparisons over the rest of the year as the company laps its blowout performance during the pandemic. But it hiked its guidance for the full year in the first-quarter report, calling for revenue of $3.975 billion to $3.99 billion, above its prior range of $3.76 billion to $3.78 billion. It also expects adjusted earnings per share of $4.56 to $4.61, up from an earlier forecast of $3.59 to $3.65.\nWith that forecast, Zoom doesn't even look that expensive at a price-to-earnings ratio of less than 90, especially compared to some of its software-as-a-service peers that aren't even profitable. Though last year's growth was certainly an anomaly, the future still looks bright for Zoom.","news_type":1,"symbols_score_info":{"ZM":0.9}},"isVote":1,"tweetType":1,"viewCount":652,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":830158175,"gmtCreate":1629035128397,"gmtModify":1631891121830,"author":{"id":"3582137270826241","authorId":"3582137270826241","name":"2ff9c42e","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582137270826241","authorIdStr":"3582137270826241"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/830158175","repostId":"2159321288","repostType":4,"repost":{"id":"2159321288","kind":"news","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1628990553,"share":"https://www.laohu8.com/m/news/2159321288?lang=zh_CN&edition=full","pubTime":"2021-08-15 09:22","market":"us","language":"en","title":"Why Regulatory Risk Is A Silver Lining For Apple And Google<blockquote>为什么监管风险对苹果和谷歌来说是一线希望</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2159321288","media":"Benzinga","summary":"The threat of regulation has been looming over big tech giants such as Apple Inc. (NASDAQ: AAPL) and","content":"<p>The threat of regulation has been looming over big tech giants such as <b>Apple Inc. </b>(NASDAQ: AAPL) and <b>Alphabet Inc. </b>(NASDAQ: GOOGL) (NASDAQ: GOOG) over the past three years.</p><p><blockquote>监管的威胁一直笼罩着大型科技巨头，例如<b>苹果公司。</b>（纳斯达克：AAPL）和<b>Alphabet公司。</b>（纳斯达克：GOOGL）（纳斯达克：GOOG）过去三年。</blockquote></p><p> With a bill seeking broader changes in the way Apple and Google operate their respective app stores introduced this week, Loup Funds Managing Partner Gene Munster offered his take on what is in store for these companies.</p><p><blockquote>随着本周推出的一项法案寻求对苹果和谷歌运营各自应用商店的方式进行更广泛的改变，Loup Funds管理合伙人吉恩·蒙斯特(Gene Munster)提出了他对这些公司未来的看法。</blockquote></p><p> <b>What the New Legislation Is All About: </b> The changes proposed by the legislation calls for allowing third-party app stores with the App Store and Google Play store, Munster noted. Both companies are also called to allow app developers to explicitly advertise within apps, so that consumers can subscribe and make purchases outside of the App Store or the Google Play Store, he added.</p><p><blockquote><b>新立法的内容是：</b>明斯特指出，评级立法提出的允许第三方应用商店与App Store和谷歌Play商店合作的变化。他补充说，两家公司还被要求允许应用程序开发者在应用程序内明确做广告，以便消费者可以在App Store或Google Play商店之外订阅和购买。</blockquote></p><p> This will help avoiding the 30% take rate on in-app purchases, the analyst said.</p><p><blockquote>分析师表示，这将有助于避免应用内购买30%的采用率。</blockquote></p><p> The proposed bill will have to be approved by the House and Senate before becoming law, Munster said.</p><p><blockquote>明斯特说，拟议的法案在成为法律之前必须得到众议院和参议院的批准。</blockquote></p><p> <b>Regulation Not Automatically Negative: </b> The end result of regulation is not automatically negative for big tech, given unintended consequences often occur when incentives change, Munster said.</p><p><blockquote><b>调节不自动为负：</b>蒙斯特表示，监管的最终结果不会自动对大型科技公司产生负面影响，因为当激励措施发生变化时，往往会出现意想不到的后果。</blockquote></p><p> Even if Apple buckles under pressure and reduces its take rate from 30% to 10% - a possibility which is unlikely – it could still make more money ultimately, the analyst said. A reduction in fees will likely spur greater growth in the app development ecosystem, he added.</p><p><blockquote>分析师表示，即使苹果在压力下屈服，将接受率从30%降至10%（这种可能性不太可能），它最终仍可能赚更多钱。他补充说，费用的降低可能会刺激应用程序开发生态系统的更大增长。</blockquote></p><p> Apple and Google, according to the analyst, have the stronger case, given they created their mobile app stores and are responsible for maintaining them, the analyst said. They, therefore, should have control over how things are curated and distributed within the stores, he added.</p><p><blockquote>分析师表示，苹果和谷歌拥有更强的理由，因为它们创建了自己的移动应用商店并负责维护这些商店。他补充说，因此，他们应该控制商店内商品的策划和分销方式。</blockquote></p><p> Additionally, opening the iPhone to third-party app stores, the analyst said, will weaken security and privacy, thereby harming consumers.</p><p><blockquote>此外，该分析师表示，向第三方应用商店开放iPhone将削弱安全性和隐私，从而损害消费者。</blockquote></p><p> <b>Munster's Take On Potential Regulation: </b> The likelihood of radical regulation as low, Munster said. If any regulations do&nbsp;materialize, the most likely outcome is that Apple and Google will be forced to remove their anti-steering clauses, thereby allowing publishers to advertise payment options outside of the default in-app payment systems, the analyst said.</p><p><blockquote><b>明斯特对潜在监管的看法：</b>明斯特说，激进监管的可能性很低。该分析师表示，如果任何法规真的成为现实，最有可能的结果是苹果和谷歌将被迫删除其反转向条款，从而允许出版商在默认的应用内支付系统之外宣传支付选项。</blockquote></p><p> \"This would have limited impact on consumer app store engagement given the easiest way to manage app spending will be to remain inside the respective walled gardens,\" the analyst concluded.</p><p><blockquote>这位分析师总结道：“这对消费者应用商店参与度的影响有限，因为管理应用支出最简单的方法是留在各自的围墙花园里。”</blockquote></p><p> Apple closed Friday's session down 0.14% at $149.10 and Google ended nearly flat at $2,768.12.</p><p><blockquote>苹果周五收盘下跌0.14%，至149.10美元，谷歌收盘几乎持平，至2,768.12美元。</blockquote></p><p> Latest Ratings for AAPL</p><p><blockquote>AAPL的最新评级</blockquote></p><p> <table>  <tbody>   <tr>    <th>Date</th>    <th>Firm</th>    <th>Action</th>    <th>From</th>    <th>To</th>   </tr>  </tbody>  <tbody>   <tr>    <td>Jul 2021</td>    <td>Loop Capital</td>    <td>Maintains</td>    <td></td>    <td>Buy</td>   </tr>   <tr>    <td>Jul 2021</td>    <td>Deutsche Bank</td>    <td>Maintains</td>    <td></td>    <td>Buy</td>   </tr>   <tr>    <td>Jul 2021</td>    <td>Piper Sandler</td>    <td>Maintains</td>    <td></td>    <td>Overweight</td>   </tr>  </tbody> </table></p><p><blockquote><table><tbody><tr><th>日期</th><th>公司</th><th>行动</th><th>来自</th><th>到</th></tr></tbody><tbody><tr><td>2021年7月</td><td>循环资本</td><td>维护</td><td></td><td>购买</td></tr><tr><td>2021年7月</td><td>德意志银行</td><td>维护</td><td></td><td>购买</td></tr><tr><td>2021年7月</td><td>派珀·桑德勒</td><td>维护</td><td></td><td>跑赢大盘</td></tr></tbody></table></blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why Regulatory Risk Is A Silver Lining For Apple And Google<blockquote>为什么监管风险对苹果和谷歌来说是一线希望</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; 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color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy Regulatory Risk Is A Silver Lining For Apple And Google<blockquote>为什么监管风险对苹果和谷歌来说是一线希望</blockquote>\n</h2>\n<h4 class=\"meta\">\n<div class=\"head\" \">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time smaller\">2021-08-15 09:22</p>\n</div>\n</div>\n</h4>\n</header>\n<article>\n<p>The threat of regulation has been looming over big tech giants such as <b>Apple Inc. </b>(NASDAQ: AAPL) and <b>Alphabet Inc. </b>(NASDAQ: GOOGL) (NASDAQ: GOOG) over the past three years.</p><p><blockquote>监管的威胁一直笼罩着大型科技巨头，例如<b>苹果公司。</b>（纳斯达克：AAPL）和<b>Alphabet公司。</b>（纳斯达克：GOOGL）（纳斯达克：GOOG）过去三年。</blockquote></p><p> With a bill seeking broader changes in the way Apple and Google operate their respective app stores introduced this week, Loup Funds Managing Partner Gene Munster offered his take on what is in store for these companies.</p><p><blockquote>随着本周推出的一项法案寻求对苹果和谷歌运营各自应用商店的方式进行更广泛的改变，Loup Funds管理合伙人吉恩·蒙斯特(Gene Munster)提出了他对这些公司未来的看法。</blockquote></p><p> <b>What the New Legislation Is All About: </b> The changes proposed by the legislation calls for allowing third-party app stores with the App Store and Google Play store, Munster noted. Both companies are also called to allow app developers to explicitly advertise within apps, so that consumers can subscribe and make purchases outside of the App Store or the Google Play Store, he added.</p><p><blockquote><b>新立法的内容是：</b>明斯特指出，评级立法提出的允许第三方应用商店与App Store和谷歌Play商店合作的变化。他补充说，两家公司还被要求允许应用程序开发者在应用程序内明确做广告，以便消费者可以在App Store或Google Play商店之外订阅和购买。</blockquote></p><p> This will help avoiding the 30% take rate on in-app purchases, the analyst said.</p><p><blockquote>分析师表示，这将有助于避免应用内购买30%的采用率。</blockquote></p><p> The proposed bill will have to be approved by the House and Senate before becoming law, Munster said.</p><p><blockquote>明斯特说，拟议的法案在成为法律之前必须得到众议院和参议院的批准。</blockquote></p><p> <b>Regulation Not Automatically Negative: </b> The end result of regulation is not automatically negative for big tech, given unintended consequences often occur when incentives change, Munster said.</p><p><blockquote><b>调节不自动为负：</b>蒙斯特表示，监管的最终结果不会自动对大型科技公司产生负面影响，因为当激励措施发生变化时，往往会出现意想不到的后果。</blockquote></p><p> Even if Apple buckles under pressure and reduces its take rate from 30% to 10% - a possibility which is unlikely – it could still make more money ultimately, the analyst said. A reduction in fees will likely spur greater growth in the app development ecosystem, he added.</p><p><blockquote>分析师表示，即使苹果在压力下屈服，将接受率从30%降至10%（这种可能性不太可能），它最终仍可能赚更多钱。他补充说，费用的降低可能会刺激应用程序开发生态系统的更大增长。</blockquote></p><p> Apple and Google, according to the analyst, have the stronger case, given they created their mobile app stores and are responsible for maintaining them, the analyst said. They, therefore, should have control over how things are curated and distributed within the stores, he added.</p><p><blockquote>分析师表示，苹果和谷歌拥有更强的理由，因为它们创建了自己的移动应用商店并负责维护这些商店。他补充说，因此，他们应该控制商店内商品的策划和分销方式。</blockquote></p><p> Additionally, opening the iPhone to third-party app stores, the analyst said, will weaken security and privacy, thereby harming consumers.</p><p><blockquote>此外，该分析师表示，向第三方应用商店开放iPhone将削弱安全性和隐私，从而损害消费者。</blockquote></p><p> <b>Munster's Take On Potential Regulation: </b> The likelihood of radical regulation as low, Munster said. If any regulations do&nbsp;materialize, the most likely outcome is that Apple and Google will be forced to remove their anti-steering clauses, thereby allowing publishers to advertise payment options outside of the default in-app payment systems, the analyst said.</p><p><blockquote><b>明斯特对潜在监管的看法：</b>明斯特说，激进监管的可能性很低。该分析师表示，如果任何法规真的成为现实，最有可能的结果是苹果和谷歌将被迫删除其反转向条款，从而允许出版商在默认的应用内支付系统之外宣传支付选项。</blockquote></p><p> \"This would have limited impact on consumer app store engagement given the easiest way to manage app spending will be to remain inside the respective walled gardens,\" the analyst concluded.</p><p><blockquote>这位分析师总结道：“这对消费者应用商店参与度的影响有限，因为管理应用支出最简单的方法是留在各自的围墙花园里。”</blockquote></p><p> Apple closed Friday's session down 0.14% at $149.10 and Google ended nearly flat at $2,768.12.</p><p><blockquote>苹果周五收盘下跌0.14%，至149.10美元，谷歌收盘几乎持平，至2,768.12美元。</blockquote></p><p> Latest Ratings for AAPL</p><p><blockquote>AAPL的最新评级</blockquote></p><p> <table>  <tbody>   <tr>    <th>Date</th>    <th>Firm</th>    <th>Action</th>    <th>From</th>    <th>To</th>   </tr>  </tbody>  <tbody>   <tr>    <td>Jul 2021</td>    <td>Loop Capital</td>    <td>Maintains</td>    <td></td>    <td>Buy</td>   </tr>   <tr>    <td>Jul 2021</td>    <td>Deutsche Bank</td>    <td>Maintains</td>    <td></td>    <td>Buy</td>   </tr>   <tr>    <td>Jul 2021</td>    <td>Piper Sandler</td>    <td>Maintains</td>    <td></td>    <td>Overweight</td>   </tr>  </tbody> </table></p><p><blockquote><table><tbody><tr><th>日期</th><th>公司</th><th>行动</th><th>来自</th><th>到</th></tr></tbody><tbody><tr><td>2021年7月</td><td>循环资本</td><td>维护</td><td></td><td>购买</td></tr><tr><td>2021年7月</td><td>德意志银行</td><td>维护</td><td></td><td>购买</td></tr><tr><td>2021年7月</td><td>派珀·桑德勒</td><td>维护</td><td></td><td>跑赢大盘</td></tr></tbody></table></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GOOG":"谷歌","GOOGL":"谷歌A","AAPL":"苹果"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2159321288","content_text":"The threat of regulation has been looming over big tech giants such as Apple Inc. (NASDAQ: AAPL) and Alphabet Inc. (NASDAQ: GOOGL) (NASDAQ: GOOG) over the past three years.\nWith a bill seeking broader changes in the way Apple and Google operate their respective app stores introduced this week, Loup Funds Managing Partner Gene Munster offered his take on what is in store for these companies.\nWhat the New Legislation Is All About:  The changes proposed by the legislation calls for allowing third-party app stores with the App Store and Google Play store, Munster noted. Both companies are also called to allow app developers to explicitly advertise within apps, so that consumers can subscribe and make purchases outside of the App Store or the Google Play Store, he added.\nThis will help avoiding the 30% take rate on in-app purchases, the analyst said.\nThe proposed bill will have to be approved by the House and Senate before becoming law, Munster said.\nRegulation Not Automatically Negative:  The end result of regulation is not automatically negative for big tech, given unintended consequences often occur when incentives change, Munster said.\nEven if Apple buckles under pressure and reduces its take rate from 30% to 10% - a possibility which is unlikely – it could still make more money ultimately, the analyst said. A reduction in fees will likely spur greater growth in the app development ecosystem, he added.\nApple and Google, according to the analyst, have the stronger case, given they created their mobile app stores and are responsible for maintaining them, the analyst said. They, therefore, should have control over how things are curated and distributed within the stores, he added.\nAdditionally, opening the iPhone to third-party app stores, the analyst said, will weaken security and privacy, thereby harming consumers.\nMunster's Take On Potential Regulation:  The likelihood of radical regulation as low, Munster said. If any regulations do materialize, the most likely outcome is that Apple and Google will be forced to remove their anti-steering clauses, thereby allowing publishers to advertise payment options outside of the default in-app payment systems, the analyst said.\n\"This would have limited impact on consumer app store engagement given the easiest way to manage app spending will be to remain inside the respective walled gardens,\" the analyst concluded.\nApple closed Friday's session down 0.14% at $149.10 and Google ended nearly flat at $2,768.12.\nLatest Ratings for AAPL\n\n\n\nDate\nFirm\nAction\nFrom\nTo\n\n\n\n\nJul 2021\nLoop Capital\nMaintains\n\nBuy\n\n\nJul 2021\nDeutsche Bank\nMaintains\n\nBuy\n\n\nJul 2021\nPiper Sandler\nMaintains\n\nOverweight","news_type":1,"symbols_score_info":{"AAPL":0.9,"GOOGL":0.9,"GOOG":0.9}},"isVote":1,"tweetType":1,"viewCount":295,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":146831289,"gmtCreate":1626064727241,"gmtModify":1631891121836,"author":{"id":"3582137270826241","authorId":"3582137270826241","name":"2ff9c42e","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582137270826241","authorIdStr":"3582137270826241"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/146831289","repostId":"1172063633","repostType":4,"isVote":1,"tweetType":1,"viewCount":971,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":858797944,"gmtCreate":1635121254030,"gmtModify":1635121254229,"author":{"id":"3582137270826241","authorId":"3582137270826241","name":"2ff9c42e","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582137270826241","authorIdStr":"3582137270826241"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/858797944","repostId":"2178808449","repostType":4,"isVote":1,"tweetType":1,"viewCount":535,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":858794549,"gmtCreate":1635121235519,"gmtModify":1635121235674,"author":{"id":"3582137270826241","authorId":"3582137270826241","name":"2ff9c42e","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582137270826241","authorIdStr":"3582137270826241"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/858794549","repostId":"1159806003","repostType":4,"repost":{"id":"1159806003","kind":"news","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1635120703,"share":"https://www.laohu8.com/m/news/1159806003?lang=zh_CN&edition=full","pubTime":"2021-10-25 08:11","market":"us","language":"en","title":"Why Tesla Is Potentially Disruptive For Legacy Players (A $15,000 EV Is One Of The Reasons)<blockquote>为什么特斯拉对传统玩家来说可能是颠覆性的（15,000美元的电动汽车是原因之一）</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1159806003","media":"Benzinga","summary":"Tesla, Inc. reported Wednesday forecast-beatingquarterly results,and an analyst at Morgan Stanley th","content":"<p><b>Tesla, Inc.</b>&nbsp;reported Wednesday forecast-beatingquarterly results,and an analyst at Morgan Stanley thinks the quarter is bearish for legacy automakers.</p><p><blockquote><b>特斯拉公司。</b>周三公布的季度业绩超出预期，摩根士丹利的一位分析师认为本季度对传统汽车制造商来说是看跌的。</blockquote></p><p> <b>The Tesla Analyst:</b>Adam Jonas has an Overweight rating and $900 price target for Tesla shares.</p><p><blockquote><b>特斯拉分析师：</b>Adam Jonas对特斯拉股票给予跑赢大盘评级和900美元的目标价。</blockquote></p><p> <b>The Tesla Thesis:</b>Tesla is the most valuable and highest margin major car company in the world, Jonas said in a note. The company is also striving to be the cost leader in EVs, he added.</p><p><blockquote><b>特斯拉论文：</b>Jonas在一份报告中表示，特斯拉是世界上价值最高、利润率最高的大型汽车公司。他补充说，该公司还努力成为电动汽车的成本领导者。</blockquote></p><p> The combination, the analyst said, is potentially disruptive for the legacy players.</p><p><blockquote>分析师表示，这种合并可能会对传统企业造成颠覆性影响。</blockquote></p><p> Tesla is in a position to be a cost leader in the EV market due to its&nbsp;manufacturing innovation,battery innovation and scale, Jonas said. The company has the potential to market a vehicle at a $15,000 price point or less, likely this decade, if not before 2025, he added.</p><p><blockquote>Jonas表示，由于其制造创新、电池创新和规模，特斯拉有能力成为电动汽车市场的成本领导者。他补充说，该公司有潜力以15,000美元或更低的价格销售一款汽车，即使不是在2025年之前，也可能是在本十年内。</blockquote></p><p> Such a battery, though not capable of going 500 miles or from 0 to 60 in less than 3 seconds,&nbsp;can be safe, reliable, easy to manufacture, and be supplied with readily available and&nbsp;securely sourced raw materials, the analyst said.</p><p><blockquote>分析师表示，这种电池虽然无法在3秒内行驶500英里或从0加速到60英里，但安全、可靠、易于制造，并且可以提供现成且来源安全的原材料。</blockquote></p><p> Tesla, the world's largest and most advanced EV maker, is also the most profitable company, in terms of margins, the analyst noted. The company will likely invest this margin into price, capability and scale, he said.</p><p><blockquote>分析师指出，就利润率而言，特斯拉是全球最大、最先进的电动汽车制造商，也是最赚钱的公司。他表示，该公司可能会将这笔利润投资于价格、能力和规模。</blockquote></p><p> The company also has access to capital and talent, according to Jonas. The analyst said he thinks Tesla is in a position to direct large amounts of capital in the most concentrated ways.</p><p><blockquote>乔纳斯表示，该公司还可以获得资本和人才。这位分析师表示，他认为特斯拉能够以最集中的方式引导大量资本。</blockquote></p><p> Tesla's credit rating is at parity to that of&nbsp;<b>Ford Motor Company</b>&nbsp;and is slightly below&nbsp;<b>General Motors Corporation</b>, despite a market cap 12 times higher than GM and 16 times higher than Ford, the analyst noted.</p><p><blockquote>特斯拉的信用评级与<b>福特汽车公司</b>并且略低于<b>通用汽车公司</b>分析师指出，尽管其市值比通用汽车高出12倍，比福特高出16倍。</blockquote></p><p> Tesla has the size and scale to operate profitably, Jonas said.</p><p><blockquote>Jonas表示，特斯拉拥有盈利运营的规模和规模。</blockquote></p><p> \"While we don't expect vertical integration of OEMs into mining at this stage, we believe Tesla has the ability to own a mining company if it wanted to,\" Jonas said.</p><p><blockquote>Jonas表示：“虽然我们预计现阶段不会将OEM垂直整合到采矿业中，但我们相信，如果特斯拉愿意，它有能力拥有一家矿业公司。”</blockquote></p><p> <b>Tesla Price Action:</b>Tesla closed Friday's session at $909.68, up 1.75% for the session.</p><p><blockquote><b>特斯拉价格走势：</b>特斯拉周五收于909.68美元，盘中上涨1.75%。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy Tesla Is Potentially Disruptive For Legacy Players (A $15,000 EV Is One Of The Reasons)<blockquote>为什么特斯拉对传统玩家来说可能是颠覆性的（15,000美元的电动汽车是原因之一）</blockquote>\n</h2>\n<h4 class=\"meta\">\n<div class=\"head\" \">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time smaller\">2021-10-25 08:11</p>\n</div>\n</div>\n</h4>\n</header>\n<article>\n<p><b>Tesla, Inc.</b>&nbsp;reported Wednesday forecast-beatingquarterly results,and an analyst at Morgan Stanley thinks the quarter is bearish for legacy automakers.</p><p><blockquote><b>特斯拉公司。</b>周三公布的季度业绩超出预期，摩根士丹利的一位分析师认为本季度对传统汽车制造商来说是看跌的。</blockquote></p><p> <b>The Tesla Analyst:</b>Adam Jonas has an Overweight rating and $900 price target for Tesla shares.</p><p><blockquote><b>特斯拉分析师：</b>Adam Jonas对特斯拉股票给予跑赢大盘评级和900美元的目标价。</blockquote></p><p> <b>The Tesla Thesis:</b>Tesla is the most valuable and highest margin major car company in the world, Jonas said in a note. The company is also striving to be the cost leader in EVs, he added.</p><p><blockquote><b>特斯拉论文：</b>Jonas在一份报告中表示，特斯拉是世界上价值最高、利润率最高的大型汽车公司。他补充说，该公司还努力成为电动汽车的成本领导者。</blockquote></p><p> The combination, the analyst said, is potentially disruptive for the legacy players.</p><p><blockquote>分析师表示，这种合并可能会对传统企业造成颠覆性影响。</blockquote></p><p> Tesla is in a position to be a cost leader in the EV market due to its&nbsp;manufacturing innovation,battery innovation and scale, Jonas said. The company has the potential to market a vehicle at a $15,000 price point or less, likely this decade, if not before 2025, he added.</p><p><blockquote>Jonas表示，由于其制造创新、电池创新和规模，特斯拉有能力成为电动汽车市场的成本领导者。他补充说，该公司有潜力以15,000美元或更低的价格销售一款汽车，即使不是在2025年之前，也可能是在本十年内。</blockquote></p><p> Such a battery, though not capable of going 500 miles or from 0 to 60 in less than 3 seconds,&nbsp;can be safe, reliable, easy to manufacture, and be supplied with readily available and&nbsp;securely sourced raw materials, the analyst said.</p><p><blockquote>分析师表示，这种电池虽然无法在3秒内行驶500英里或从0加速到60英里，但安全、可靠、易于制造，并且可以提供现成且来源安全的原材料。</blockquote></p><p> Tesla, the world's largest and most advanced EV maker, is also the most profitable company, in terms of margins, the analyst noted. The company will likely invest this margin into price, capability and scale, he said.</p><p><blockquote>分析师指出，就利润率而言，特斯拉是全球最大、最先进的电动汽车制造商，也是最赚钱的公司。他表示，该公司可能会将这笔利润投资于价格、能力和规模。</blockquote></p><p> The company also has access to capital and talent, according to Jonas. The analyst said he thinks Tesla is in a position to direct large amounts of capital in the most concentrated ways.</p><p><blockquote>乔纳斯表示，该公司还可以获得资本和人才。这位分析师表示，他认为特斯拉能够以最集中的方式引导大量资本。</blockquote></p><p> Tesla's credit rating is at parity to that of&nbsp;<b>Ford Motor Company</b>&nbsp;and is slightly below&nbsp;<b>General Motors Corporation</b>, despite a market cap 12 times higher than GM and 16 times higher than Ford, the analyst noted.</p><p><blockquote>特斯拉的信用评级与<b>福特汽车公司</b>并且略低于<b>通用汽车公司</b>分析师指出，尽管其市值比通用汽车高出12倍，比福特高出16倍。</blockquote></p><p> Tesla has the size and scale to operate profitably, Jonas said.</p><p><blockquote>Jonas表示，特斯拉拥有盈利运营的规模和规模。</blockquote></p><p> \"While we don't expect vertical integration of OEMs into mining at this stage, we believe Tesla has the ability to own a mining company if it wanted to,\" Jonas said.</p><p><blockquote>Jonas表示：“虽然我们预计现阶段不会将OEM垂直整合到采矿业中，但我们相信，如果特斯拉愿意，它有能力拥有一家矿业公司。”</blockquote></p><p> <b>Tesla Price Action:</b>Tesla closed Friday's session at $909.68, up 1.75% for the session.</p><p><blockquote><b>特斯拉价格走势：</b>特斯拉周五收于909.68美元，盘中上涨1.75%。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"F":"福特汽车","TSLA":"特斯拉","GM":"通用汽车"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1159806003","content_text":"Tesla, Inc. reported Wednesday forecast-beatingquarterly results,and an analyst at Morgan Stanley thinks the quarter is bearish for legacy automakers.\nThe Tesla Analyst:Adam Jonas has an Overweight rating and $900 price target for Tesla shares.\nThe Tesla Thesis:Tesla is the most valuable and highest margin major car company in the world, Jonas said in a note. The company is also striving to be the cost leader in EVs, he added.\nThe combination, the analyst said, is potentially disruptive for the legacy players.\nTesla is in a position to be a cost leader in the EV market due to its manufacturing innovation,battery innovation and scale, Jonas said. The company has the potential to market a vehicle at a $15,000 price point or less, likely this decade, if not before 2025, he added.\nSuch a battery, though not capable of going 500 miles or from 0 to 60 in less than 3 seconds, can be safe, reliable, easy to manufacture, and be supplied with readily available and securely sourced raw materials, the analyst said.\nTesla, the world's largest and most advanced EV maker, is also the most profitable company, in terms of margins, the analyst noted. The company will likely invest this margin into price, capability and scale, he said.\nThe company also has access to capital and talent, according to Jonas. The analyst said he thinks Tesla is in a position to direct large amounts of capital in the most concentrated ways.\nTesla's credit rating is at parity to that of Ford Motor Company and is slightly below General Motors Corporation, despite a market cap 12 times higher than GM and 16 times higher than Ford, the analyst noted.\nTesla has the size and scale to operate profitably, Jonas said.\n\"While we don't expect vertical integration of OEMs into mining at this stage, we believe Tesla has the ability to own a mining company if it wanted to,\" Jonas said.\nTesla Price Action:Tesla closed Friday's session at $909.68, up 1.75% for the session.","news_type":1,"symbols_score_info":{"F":0.9,"GM":0.9,"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":636,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}