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2021-12-02

Apple grow a lot

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2021-11-23

Must invest Tesla

Tesla shares gained in premarket trading as the company had a backlog of over 1.2 million Cybertruck reservations worth over $80 billion<blockquote>特斯拉股价在盘前交易中上涨，因为该公司积压了超过120万辆Cybertruck预订，价值超过800亿美元</blockquote>

2021-12-25

Must invest FB

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2021-09-16

Zoom is a good share

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2021-12-26

Amazon is very expensive, I am not ready to buy

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2021-12-26

I had bought few Apple share

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2021-12-24

you can buy Amazon in option way

Is Amazon Stock A Buy Right Now As Epic Battle With Walmart Escalates<blockquote>随着与沃尔玛的史诗般的战斗升级，亚马逊股票现在值得买入吗</blockquote>

2021-10-20

I had do some option on WTI

WTI Spikes Into Green After Across-The-Board Inventory Draws<blockquote>库存全面减少后WTI飙升至绿色</blockquote>

2021-10-17

Apple price is not up significant

Apple: International Opportunity Is Huge<blockquote>苹果：国际机遇巨大</blockquote>

2021-10-02

I invest Apple share, follow Warren Bullet

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pointing out that the journey from concept to reality will be beneficial for software spending, particularly from the Redmond, Washington-based tech giant.</li><li>Analyst Dr. Mark Moerdler, who rates the Satya Nadella-led company outperform with a $364 price target, notes that Microsoft is well positioned to help deliver a metaverse platform today, even if it&#39;s still a nascent idea: it has the Azure platform, it&#39;s already created the HoloLens and Mixed Reality devices, Microsoft Graph to understand a person&#39;s relationships and how they interact; Microsoft Mesh, its expertise in gaming as well as LinkedIn, to help drive the business social aspect of the metaverse.</li><li>&#34;Microsoft is delivering on what many expect will be needed for the Metaverse,&#34; Moerdler wrote in a note to clients.&#34; While this potential next driver of growth is not part of our thesis today it could be a meaningful driver for numerous parts of the business.&#34;</li><li>Microsoft (MSFT) shares are up more than 1% to $307.94in mid-day trading.</li><li>There&#39;s a lot of hype surrounding the metaverse and just exactly what it will entail, but one thing is clear, Moerdler believes: that it will be good for enterprise software and different companies will see upside depending on what they offer and how it evolves.</li><li>Though Microsoft (MSFT) is expected to be the &#34;big winner,&#34; according to Bernstein&#39;s Moerdler, other software companies are also likely to benefit, notably Adobe(NASDAQ:ADBE)and Salesforce.com(NYSE:CRM).</li><li>Salesforce&#39;s acquisition of Slack is being integrated into its existing customer relationship management solutions and the company has been positive about the metaverse, particularly as it relates to marketing. &#34;We would expect to see meaningful investments by Salesforce in the Multiverse including one or more acquisitions to capture IP, market position, market share, and of course revenue,&#34; Moerdler explained.</li><li>Adobe (ADBE) could see upside from its Creative Cloud suite, &#34;especially as more and different types of content creators will be required,&#34; Moerdler explained.</li><li>Nonetheless, the firm believes that it is Microsoft (MSFT) that will likely benefit the most, as &#34;the best probability of success is going to be based, in our opinion, on those companies with the depth and breadth of functionality that could be required by the Metaverse as well as the market position and financial position to drive a successful outcome.&#34;</li><li>On Thursday, Microsoft (MSFT)said it hired a law firm to look into the company&#39;s sexual harassment policies.</li></ul></body></html></p><p><blockquote><html><head></head><body><ul><li>投资公司Bernstein指出，微软（纳斯达克股票代码：MSFT）很可能成为虚拟宇宙的“大”赢家之一，并指出从概念到现实的旅程将有利于软件支出，特别是来自华盛顿州雷德蒙市的软件支出。总部位于华盛顿州的科技巨头。</li><li>分析师Mark Moerdler博士对Satya Nadella领导的公司的评级为跑赢大盘，目标价为364美元，他指出，微软今天处于有利地位，可以帮助提供元宇宙平台，即使它仍然是一个新生的想法：它拥有Azure平台，它已经创建了HoloLens和混合现实设备、微软图来了解一个人的关系以及他们如何互动；微软Mesh，其在游戏和LinkedIn方面的专业知识，以帮助推动元宇宙的商业社交方面。</li><li>Moerdler在给客户的一份报告中写道：“微软正在提供许多人预期的虚拟宇宙所需的东西。”虽然这种潜在的下一个增长驱动力不是我们今天论文的一部分，但它可能是业务许多部分的有意义的驱动力。”</li><li>微软(MSFT)股价在午盘交易中上涨超过1%，至307.94美元。</li><li>围绕元宇宙以及它到底需要什么有很多炒作，但Moerdler认为，有一点是明确的：它将有利于企业软件，不同的公司将看到上升空间，这取决于他们提供什么以及它如何发展。</li><li>Bernstein的Moerdler表示，尽管微软(MSFT)预计将成为“大赢家”，但其他软件公司也可能受益，特别是Adobe（纳斯达克股票代码：ADBE）和Salesforce.com（纽约证券交易所股票代码：CRM）。</li><li>Salesforce对Slack的收购正在整合到其现有的客户关系管理解决方案中，该公司一直对元宇宙持积极态度，特别是在营销方面。Moerdler解释说：“我们希望看到Salesforce在多元宇宙中进行有意义的投资，包括一项或多项收购，以获取知识产权、市场地位、市场份额，当然还有收入。”</li><li>Adobe(ADBE)可能会看到其Creative Cloud套件的优势，“特别是在需要更多不同类型的内容创作者的情况下，”Moerdler解释道。</li><li>尽管如此，该公司认为微软（MSFT）可能会受益最大，因为“在我们看来，成功的最佳可能性将基于那些具有功能深度和广度的公司。虚拟宇宙以及市场地位和财务状况来推动成功的结果。”</li><li>周四，微软（MSFT）表示，已聘请一家律师事务所调查该公司的性骚扰政策。</li></ul></body></html></blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE 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'Winner,' Bernstein Says<blockquote>Bernstein表示，微软可能成为虚拟宇宙的“赢家”</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Seeking Alpha</strong><span class=\"h-time small\">2022-01-15 10:00</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body><ul><li>Microsoft(NASDAQ:MSFT)is likely to be one of the &#34;big&#34; winners in the metaverse, investment firm Bernstein noted, pointing out that the journey from concept to reality will be beneficial for software spending, particularly from the Redmond, Washington-based tech giant.</li><li>Analyst Dr. Mark Moerdler, who rates the Satya Nadella-led company outperform with a $364 price target, notes that Microsoft is well positioned to help deliver a metaverse platform today, even if it&#39;s still a nascent idea: it has the Azure platform, it&#39;s already created the HoloLens and Mixed Reality devices, Microsoft Graph to understand a person&#39;s relationships and how they interact; Microsoft Mesh, its expertise in gaming as well as LinkedIn, to help drive the business social aspect of the metaverse.</li><li>&#34;Microsoft is delivering on what many expect will be needed for the Metaverse,&#34; Moerdler wrote in a note to clients.&#34; While this potential next driver of growth is not part of our thesis today it could be a meaningful driver for numerous parts of the business.&#34;</li><li>Microsoft (MSFT) shares are up more than 1% to $307.94in mid-day trading.</li><li>There&#39;s a lot of hype surrounding the metaverse and just exactly what it will entail, but one thing is clear, Moerdler believes: that it will be good for enterprise software and different companies will see upside depending on what they offer and how it evolves.</li><li>Though Microsoft (MSFT) is expected to be the &#34;big winner,&#34; according to Bernstein&#39;s Moerdler, other software companies are also likely to benefit, notably Adobe(NASDAQ:ADBE)and Salesforce.com(NYSE:CRM).</li><li>Salesforce&#39;s acquisition of Slack is being integrated into its existing customer relationship management solutions and the company has been positive about the metaverse, particularly as it relates to marketing. &#34;We would expect to see meaningful investments by Salesforce in the Multiverse including one or more acquisitions to capture IP, market position, market share, and of course revenue,&#34; Moerdler explained.</li><li>Adobe (ADBE) could see upside from its Creative Cloud suite, &#34;especially as more and different types of content creators will be required,&#34; Moerdler explained.</li><li>Nonetheless, the firm believes that it is Microsoft (MSFT) that will likely benefit the most, as &#34;the best probability of success is going to be based, in our opinion, on those companies with the depth and breadth of functionality that could be required by the Metaverse as well as the market position and financial position to drive a successful outcome.&#34;</li><li>On Thursday, Microsoft (MSFT)said it hired a law firm to look into the company&#39;s sexual harassment policies.</li></ul></body></html></p><p><blockquote><html><head></head><body><ul><li>投资公司Bernstein指出，微软（纳斯达克股票代码：MSFT）很可能成为虚拟宇宙的“大”赢家之一，并指出从概念到现实的旅程将有利于软件支出，特别是来自华盛顿州雷德蒙市的软件支出。总部位于华盛顿州的科技巨头。</li><li>分析师Mark Moerdler博士对Satya Nadella领导的公司的评级为跑赢大盘，目标价为364美元，他指出，微软今天处于有利地位，可以帮助提供元宇宙平台，即使它仍然是一个新生的想法：它拥有Azure平台，它已经创建了HoloLens和混合现实设备、微软图来了解一个人的关系以及他们如何互动；微软Mesh，其在游戏和LinkedIn方面的专业知识，以帮助推动元宇宙的商业社交方面。</li><li>Moerdler在给客户的一份报告中写道：“微软正在提供许多人预期的虚拟宇宙所需的东西。”虽然这种潜在的下一个增长驱动力不是我们今天论文的一部分，但它可能是业务许多部分的有意义的驱动力。”</li><li>微软(MSFT)股价在午盘交易中上涨超过1%，至307.94美元。</li><li>围绕元宇宙以及它到底需要什么有很多炒作，但Moerdler认为，有一点是明确的：它将有利于企业软件，不同的公司将看到上升空间，这取决于他们提供什么以及它如何发展。</li><li>Bernstein的Moerdler表示，尽管微软(MSFT)预计将成为“大赢家”，但其他软件公司也可能受益，特别是Adobe（纳斯达克股票代码：ADBE）和Salesforce.com（纽约证券交易所股票代码：CRM）。</li><li>Salesforce对Slack的收购正在整合到其现有的客户关系管理解决方案中，该公司一直对元宇宙持积极态度，特别是在营销方面。Moerdler解释说：“我们希望看到Salesforce在多元宇宙中进行有意义的投资，包括一项或多项收购，以获取知识产权、市场地位、市场份额，当然还有收入。”</li><li>Adobe(ADBE)可能会看到其Creative Cloud套件的优势，“特别是在需要更多不同类型的内容创作者的情况下，”Moerdler解释道。</li><li>尽管如此，该公司认为微软（MSFT）可能会受益最大，因为“在我们看来，成功的最佳可能性将基于那些具有功能深度和广度的公司。虚拟宇宙以及市场地位和财务状况来推动成功的结果。”</li><li>周四，微软（MSFT）表示，已聘请一家律师事务所调查该公司的性骚扰政策。</li></ul></body></html></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/news/3788374-microsoft-likely-to-be-a-metaverse-winner-bernstein-says\">Seeking Alpha</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MSFT":"微软"},"source_url":"https://seekingalpha.com/news/3788374-microsoft-likely-to-be-a-metaverse-winner-bernstein-says","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1111390927","content_text":"Microsoft(NASDAQ:MSFT)is likely to be one of the \"big\" winners in the metaverse, investment firm Bernstein noted, pointing out that the journey from concept to reality will be beneficial for software spending, particularly from the Redmond, Washington-based tech giant.Analyst Dr. Mark Moerdler, who rates the Satya Nadella-led company outperform with a $364 price target, notes that Microsoft is well positioned to help deliver a metaverse platform today, even if it's still a nascent idea: it has the Azure platform, it's already created the HoloLens and Mixed Reality devices, Microsoft Graph to understand a person's relationships and how they interact; Microsoft Mesh, its expertise in gaming as well as LinkedIn, to help drive the business social aspect of the metaverse.\"Microsoft is delivering on what many expect will be needed for the Metaverse,\" Moerdler wrote in a note to clients.\" While this potential next driver of growth is not part of our thesis today it could be a meaningful driver for numerous parts of the business.\"Microsoft (MSFT) shares are up more than 1% to $307.94in mid-day trading.There's a lot of hype surrounding the metaverse and just exactly what it will entail, but one thing is clear, Moerdler believes: that it will be good for enterprise software and different companies will see upside depending on what they offer and how it evolves.Though Microsoft (MSFT) is expected to be the \"big winner,\" according to Bernstein's Moerdler, other software companies are also likely to benefit, notably Adobe(NASDAQ:ADBE)and Salesforce.com(NYSE:CRM).Salesforce's acquisition of Slack is being integrated into its existing customer relationship management solutions and the company has been positive about the metaverse, particularly as it relates to marketing. \"We would expect to see meaningful investments by Salesforce in the Multiverse including one or more acquisitions to capture IP, market position, market share, and of course revenue,\" Moerdler explained.Adobe (ADBE) could see upside from its Creative Cloud suite, \"especially as more and different types of content creators will be required,\" Moerdler explained.Nonetheless, the firm believes that it is Microsoft (MSFT) that will likely benefit the most, as \"the best probability of success is going to be based, in our opinion, on those companies with the depth and breadth of functionality that could be required by the Metaverse as well as the market position and financial position to drive a successful outcome.\"On Thursday, Microsoft (MSFT)said it hired a law firm to look into the company's sexual harassment policies.","news_type":1,"symbols_score_info":{"MSFT":0.9}},"isVote":1,"tweetType":1,"viewCount":5127,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":697300613,"gmtCreate":1642250231450,"gmtModify":1642250231959,"author":{"id":"4087109808120260","authorId":"4087109808120260","name":"Tanyl","avatar":"https://static.tigerbbs.com/174329973340cf0f5b68791ee5b08afd","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087109808120260","authorIdStr":"4087109808120260"},"themes":[],"htmlText":"MSFT price had down a lot","listText":"MSFT price had down a lot","text":"MSFT price had down a lot","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/697300613","repostId":"1111390927","repostType":2,"repost":{"id":"1111390927","kind":"news","pubTimestamp":1642212037,"share":"https://www.laohu8.com/m/news/1111390927?lang=zh_CN&edition=full","pubTime":"2022-01-15 10:00","market":"us","language":"en","title":"Microsoft Likely to Be a Metaverse 'Winner,' Bernstein Says<blockquote>Bernstein表示，微软可能成为虚拟宇宙的“赢家”</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1111390927","media":"Seeking Alpha","summary":"Microsoft(NASDAQ:MSFT)is likely to be one of the \"big\" winners in the metaverse, investment firm Bernstein noted, pointing out that the journey fromconcept to reality will be beneficial for software s","content":"<p><html><head></head><body><ul><li>Microsoft(NASDAQ:MSFT)is likely to be one of the &#34;big&#34; winners in the metaverse, investment firm Bernstein noted, pointing out that the journey from concept to reality will be beneficial for software spending, particularly from the Redmond, Washington-based tech giant.</li><li>Analyst Dr. Mark Moerdler, who rates the Satya Nadella-led company outperform with a $364 price target, notes that Microsoft is well positioned to help deliver a metaverse platform today, even if it&#39;s still a nascent idea: it has the Azure platform, it&#39;s already created the HoloLens and Mixed Reality devices, Microsoft Graph to understand a person&#39;s relationships and how they interact; Microsoft Mesh, its expertise in gaming as well as LinkedIn, to help drive the business social aspect of the metaverse.</li><li>&#34;Microsoft is delivering on what many expect will be needed for the Metaverse,&#34; Moerdler wrote in a note to clients.&#34; While this potential next driver of growth is not part of our thesis today it could be a meaningful driver for numerous parts of the business.&#34;</li><li>Microsoft (MSFT) shares are up more than 1% to $307.94in mid-day trading.</li><li>There&#39;s a lot of hype surrounding the metaverse and just exactly what it will entail, but one thing is clear, Moerdler believes: that it will be good for enterprise software and different companies will see upside depending on what they offer and how it evolves.</li><li>Though Microsoft (MSFT) is expected to be the &#34;big winner,&#34; according to Bernstein&#39;s Moerdler, other software companies are also likely to benefit, notably Adobe(NASDAQ:ADBE)and Salesforce.com(NYSE:CRM).</li><li>Salesforce&#39;s acquisition of Slack is being integrated into its existing customer relationship management solutions and the company has been positive about the metaverse, particularly as it relates to marketing. &#34;We would expect to see meaningful investments by Salesforce in the Multiverse including one or more acquisitions to capture IP, market position, market share, and of course revenue,&#34; Moerdler explained.</li><li>Adobe (ADBE) could see upside from its Creative Cloud suite, &#34;especially as more and different types of content creators will be required,&#34; Moerdler explained.</li><li>Nonetheless, the firm believes that it is Microsoft (MSFT) that will likely benefit the most, as &#34;the best probability of success is going to be based, in our opinion, on those companies with the depth and breadth of functionality that could be required by the Metaverse as well as the market position and financial position to drive a successful outcome.&#34;</li><li>On Thursday, Microsoft (MSFT)said it hired a law firm to look into the company&#39;s sexual harassment policies.</li></ul></body></html></p><p><blockquote><html><head></head><body><ul><li>投资公司Bernstein指出，微软（纳斯达克股票代码：MSFT）很可能成为虚拟宇宙的“大”赢家之一，并指出从概念到现实的旅程将有利于软件支出，特别是来自华盛顿州雷德蒙市的软件支出。总部位于华盛顿州的科技巨头。</li><li>分析师Mark Moerdler博士对Satya Nadella领导的公司的评级为跑赢大盘，目标价为364美元，他指出，微软今天处于有利地位，可以帮助提供元宇宙平台，即使它仍然是一个新生的想法：它拥有Azure平台，它已经创建了HoloLens和混合现实设备、微软图来了解一个人的关系以及他们如何互动；微软Mesh，其在游戏和LinkedIn方面的专业知识，以帮助推动元宇宙的商业社交方面。</li><li>Moerdler在给客户的一份报告中写道：“微软正在提供许多人预期的虚拟宇宙所需的东西。”虽然这种潜在的下一个增长驱动力不是我们今天论文的一部分，但它可能是业务许多部分的有意义的驱动力。”</li><li>微软(MSFT)股价在午盘交易中上涨超过1%，至307.94美元。</li><li>围绕元宇宙以及它到底需要什么有很多炒作，但Moerdler认为，有一点是明确的：它将有利于企业软件，不同的公司将看到上升空间，这取决于他们提供什么以及它如何发展。</li><li>Bernstein的Moerdler表示，尽管微软(MSFT)预计将成为“大赢家”，但其他软件公司也可能受益，特别是Adobe（纳斯达克股票代码：ADBE）和Salesforce.com（纽约证券交易所股票代码：CRM）。</li><li>Salesforce对Slack的收购正在整合到其现有的客户关系管理解决方案中，该公司一直对元宇宙持积极态度，特别是在营销方面。Moerdler解释说：“我们希望看到Salesforce在多元宇宙中进行有意义的投资，包括一项或多项收购，以获取知识产权、市场地位、市场份额，当然还有收入。”</li><li>Adobe(ADBE)可能会看到其Creative Cloud套件的优势，“特别是在需要更多不同类型的内容创作者的情况下，”Moerdler解释道。</li><li>尽管如此，该公司认为微软（MSFT）可能会受益最大，因为“在我们看来，成功的最佳可能性将基于那些具有功能深度和广度的公司。虚拟宇宙以及市场地位和财务状况来推动成功的结果。”</li><li>周四，微软（MSFT）表示，已聘请一家律师事务所调查该公司的性骚扰政策。</li></ul></body></html></blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE 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'Winner,' Bernstein Says<blockquote>Bernstein表示，微软可能成为虚拟宇宙的“赢家”</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Seeking Alpha</strong><span class=\"h-time small\">2022-01-15 10:00</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body><ul><li>Microsoft(NASDAQ:MSFT)is likely to be one of the &#34;big&#34; winners in the metaverse, investment firm Bernstein noted, pointing out that the journey from concept to reality will be beneficial for software spending, particularly from the Redmond, Washington-based tech giant.</li><li>Analyst Dr. Mark Moerdler, who rates the Satya Nadella-led company outperform with a $364 price target, notes that Microsoft is well positioned to help deliver a metaverse platform today, even if it&#39;s still a nascent idea: it has the Azure platform, it&#39;s already created the HoloLens and Mixed Reality devices, Microsoft Graph to understand a person&#39;s relationships and how they interact; Microsoft Mesh, its expertise in gaming as well as LinkedIn, to help drive the business social aspect of the metaverse.</li><li>&#34;Microsoft is delivering on what many expect will be needed for the Metaverse,&#34; Moerdler wrote in a note to clients.&#34; While this potential next driver of growth is not part of our thesis today it could be a meaningful driver for numerous parts of the business.&#34;</li><li>Microsoft (MSFT) shares are up more than 1% to $307.94in mid-day trading.</li><li>There&#39;s a lot of hype surrounding the metaverse and just exactly what it will entail, but one thing is clear, Moerdler believes: that it will be good for enterprise software and different companies will see upside depending on what they offer and how it evolves.</li><li>Though Microsoft (MSFT) is expected to be the &#34;big winner,&#34; according to Bernstein&#39;s Moerdler, other software companies are also likely to benefit, notably Adobe(NASDAQ:ADBE)and Salesforce.com(NYSE:CRM).</li><li>Salesforce&#39;s acquisition of Slack is being integrated into its existing customer relationship management solutions and the company has been positive about the metaverse, particularly as it relates to marketing. &#34;We would expect to see meaningful investments by Salesforce in the Multiverse including one or more acquisitions to capture IP, market position, market share, and of course revenue,&#34; Moerdler explained.</li><li>Adobe (ADBE) could see upside from its Creative Cloud suite, &#34;especially as more and different types of content creators will be required,&#34; Moerdler explained.</li><li>Nonetheless, the firm believes that it is Microsoft (MSFT) that will likely benefit the most, as &#34;the best probability of success is going to be based, in our opinion, on those companies with the depth and breadth of functionality that could be required by the Metaverse as well as the market position and financial position to drive a successful outcome.&#34;</li><li>On Thursday, Microsoft (MSFT)said it hired a law firm to look into the company&#39;s sexual harassment policies.</li></ul></body></html></p><p><blockquote><html><head></head><body><ul><li>投资公司Bernstein指出，微软（纳斯达克股票代码：MSFT）很可能成为虚拟宇宙的“大”赢家之一，并指出从概念到现实的旅程将有利于软件支出，特别是来自华盛顿州雷德蒙市的软件支出。总部位于华盛顿州的科技巨头。</li><li>分析师Mark Moerdler博士对Satya Nadella领导的公司的评级为跑赢大盘，目标价为364美元，他指出，微软今天处于有利地位，可以帮助提供元宇宙平台，即使它仍然是一个新生的想法：它拥有Azure平台，它已经创建了HoloLens和混合现实设备、微软图来了解一个人的关系以及他们如何互动；微软Mesh，其在游戏和LinkedIn方面的专业知识，以帮助推动元宇宙的商业社交方面。</li><li>Moerdler在给客户的一份报告中写道：“微软正在提供许多人预期的虚拟宇宙所需的东西。”虽然这种潜在的下一个增长驱动力不是我们今天论文的一部分，但它可能是业务许多部分的有意义的驱动力。”</li><li>微软(MSFT)股价在午盘交易中上涨超过1%，至307.94美元。</li><li>围绕元宇宙以及它到底需要什么有很多炒作，但Moerdler认为，有一点是明确的：它将有利于企业软件，不同的公司将看到上升空间，这取决于他们提供什么以及它如何发展。</li><li>Bernstein的Moerdler表示，尽管微软(MSFT)预计将成为“大赢家”，但其他软件公司也可能受益，特别是Adobe（纳斯达克股票代码：ADBE）和Salesforce.com（纽约证券交易所股票代码：CRM）。</li><li>Salesforce对Slack的收购正在整合到其现有的客户关系管理解决方案中，该公司一直对元宇宙持积极态度，特别是在营销方面。Moerdler解释说：“我们希望看到Salesforce在多元宇宙中进行有意义的投资，包括一项或多项收购，以获取知识产权、市场地位、市场份额，当然还有收入。”</li><li>Adobe(ADBE)可能会看到其Creative Cloud套件的优势，“特别是在需要更多不同类型的内容创作者的情况下，”Moerdler解释道。</li><li>尽管如此，该公司认为微软（MSFT）可能会受益最大，因为“在我们看来，成功的最佳可能性将基于那些具有功能深度和广度的公司。虚拟宇宙以及市场地位和财务状况来推动成功的结果。”</li><li>周四，微软（MSFT）表示，已聘请一家律师事务所调查该公司的性骚扰政策。</li></ul></body></html></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/news/3788374-microsoft-likely-to-be-a-metaverse-winner-bernstein-says\">Seeking Alpha</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MSFT":"微软"},"source_url":"https://seekingalpha.com/news/3788374-microsoft-likely-to-be-a-metaverse-winner-bernstein-says","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1111390927","content_text":"Microsoft(NASDAQ:MSFT)is likely to be one of the \"big\" winners in the metaverse, investment firm Bernstein noted, pointing out that the journey from concept to reality will be beneficial for software spending, particularly from the Redmond, Washington-based tech giant.Analyst Dr. Mark Moerdler, who rates the Satya Nadella-led company outperform with a $364 price target, notes that Microsoft is well positioned to help deliver a metaverse platform today, even if it's still a nascent idea: it has the Azure platform, it's already created the HoloLens and Mixed Reality devices, Microsoft Graph to understand a person's relationships and how they interact; Microsoft Mesh, its expertise in gaming as well as LinkedIn, to help drive the business social aspect of the metaverse.\"Microsoft is delivering on what many expect will be needed for the Metaverse,\" Moerdler wrote in a note to clients.\" While this potential next driver of growth is not part of our thesis today it could be a meaningful driver for numerous parts of the business.\"Microsoft (MSFT) shares are up more than 1% to $307.94in mid-day trading.There's a lot of hype surrounding the metaverse and just exactly what it will entail, but one thing is clear, Moerdler believes: that it will be good for enterprise software and different companies will see upside depending on what they offer and how it evolves.Though Microsoft (MSFT) is expected to be the \"big winner,\" according to Bernstein's Moerdler, 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Tesla","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/875526514","repostId":"1165466420","repostType":4,"repost":{"id":"1165466420","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1637668030,"share":"https://www.laohu8.com/m/news/1165466420?lang=zh_CN&edition=full","pubTime":"2021-11-23 19:47","market":"us","language":"en","title":"Tesla shares gained in premarket trading as the company had a backlog of over 1.2 million Cybertruck reservations worth over $80 billion<blockquote>特斯拉股价在盘前交易中上涨，因为该公司积压了超过120万辆Cybertruck预订，价值超过800亿美元</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1165466420","media":"Tiger Newspress","summary":"Tesla shares gained in premarket trading as the company had a backlog of over 1.2 million Cybertruck reservations worth over $80 billion.Based on the latest tally, Tesla has a backlog of over 1.2 million Cybertruck reservations worth over $80 billion.But there’s still no production in sight.Tesla unveiled the Cybertruck almost two years ago to the day.The electric pickup truck was supposed to be in production already, but the automaker delayed the program as it focused on growing Model Y product","content":"<p>Tesla&nbsp;shares&nbsp;gained&nbsp;in&nbsp;premarket&nbsp;trading&nbsp;as&nbsp;the&nbsp;company&nbsp;had a backlog of over 1.2 million Cybertruck reservations worth over $80 billion.&nbsp;</p><p><blockquote>特斯拉股价在盘前交易中上涨，因为该公司积压了超过120万辆Cybertruck预订，价值超过800亿美元。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/1e7342df0ead872b935b3a529400724e\" tg-width=\"879\" tg-height=\"642\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> Based on the latest tally, Tesla has a backlog of over 1.2 million Cybertruck reservations worth over $80 billion.</p><p><blockquote>根据最新统计，特斯拉积压了超过120万辆Cybertruck预订，价值超过800亿美元。</blockquote></p><p> But there’s still no production in sight.</p><p><blockquote>但是仍然看不到生产的迹象。</blockquote></p><p> Tesla unveiled the Cybertruck almost two years ago to the day.</p><p><blockquote>大约两年前的今天，特斯拉推出了Cybertruck。</blockquote></p><p> The electric pickup truck was supposed to be in production already, but the automaker delayed the program as it focused on growing Model Y production.</p><p><blockquote>这款电动皮卡本应已经投入生产，但该汽车制造商推迟了该计划，因为它专注于增加Model Y的产量。</blockquote></p><p> Tesla’s best estimate now puts the start of Cybertruck production in late 2022.</p><p><blockquote>特斯拉目前的最佳估计是Cybertruck将于2022年底开始生产。</blockquote></p><p> In the meantime, Tesla is still taking reservations for the electric pickup truck.</p><p><blockquote>与此同时，特斯拉仍在接受电动皮卡的预订。</blockquote></p><p> The Cybertruck reservation program has been quite successful.</p><p><blockquote>Cybertruck预订计划相当成功。</blockquote></p><p> CEO Elon Musk announced that&nbsp;Tesla received over 250,000 reservations for the Cybertruck&nbsp;within a week of unveiling the vehicle.</p><p><blockquote>首席执行官Elon Musk宣布，特斯拉在推出Cybertruck的一周内就收到了超过25万份预订。</blockquote></p><p> Generally, Tesla receives a lot of reservations early after an unveiling, and then it tapers off — but that wasn’t the case with the Cybertruck.</p><p><blockquote>一般来说，特斯拉在发布后很早就会收到很多预订，然后就会逐渐减少——但Cybertruck的情况并非如此。</blockquote></p><p> Even throughout the pandemic, sources told us that some&nbsp;Tesla stores were getting hundreds of Cybertruck reservations per week, and&nbsp;Cybertruck pre-orders even helped boost sales.</p><p><blockquote>即使在整个大流行期间，消息人士告诉我们，一些特斯拉商店每周都会收到数百辆Cybertruck预订，Cybertruck预订甚至有助于提高销量。</blockquote></p><p> The number was last updated in June 2020, and at that point,&nbsp;the number had risen to over 650,000 Cybertruck reservations.</p><p><blockquote>该数字最后一次更新是在2020年6月，当时Cybertruck预订量已升至超过65万辆。</blockquote></p><p> A crowdsourced Cybertruck reservation tally&nbsp;by the Cybertruck forum with over 28,000 entries put&nbsp;reservations at over 1 million&nbsp;back in May 2021.</p><p><blockquote>Cybertruck论坛的众包Cybertruck预订记录超过28,000个条目，2021年5月预订量超过100万。</blockquote></p><p> Now the tally estimates that Tesla has over 1,270,000 reservations for the electric pickup truck.</p><p><blockquote>目前，据统计，特斯拉电动皮卡的预订量已超过1,270,000辆。</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>Tesla shares gained in premarket trading as the company had a backlog of over 1.2 million Cybertruck reservations worth over $80 billion<blockquote>特斯拉股价在盘前交易中上涨，因为该公司积压了超过120万辆Cybertruck预订，价值超过800亿美元</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\">\nTesla shares gained in premarket trading as the company had a backlog of over 1.2 million Cybertruck reservations worth over $80 billion<blockquote>特斯拉股价在盘前交易中上涨，因为该公司积压了超过120万辆Cybertruck预订，价值超过800亿美元</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-11-23 19:47</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Tesla&nbsp;shares&nbsp;gained&nbsp;in&nbsp;premarket&nbsp;trading&nbsp;as&nbsp;the&nbsp;company&nbsp;had a backlog of over 1.2 million Cybertruck reservations worth over $80 billion.&nbsp;</p><p><blockquote>特斯拉股价在盘前交易中上涨，因为该公司积压了超过120万辆Cybertruck预订，价值超过800亿美元。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/1e7342df0ead872b935b3a529400724e\" tg-width=\"879\" tg-height=\"642\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> Based on the latest tally, Tesla has a backlog of over 1.2 million Cybertruck reservations worth over $80 billion.</p><p><blockquote>根据最新统计，特斯拉积压了超过120万辆Cybertruck预订，价值超过800亿美元。</blockquote></p><p> But there’s still no production in sight.</p><p><blockquote>但是仍然看不到生产的迹象。</blockquote></p><p> Tesla unveiled the Cybertruck almost two years ago to the day.</p><p><blockquote>大约两年前的今天，特斯拉推出了Cybertruck。</blockquote></p><p> The electric pickup truck was supposed to be in production already, but the automaker delayed the program as it focused on growing Model Y production.</p><p><blockquote>这款电动皮卡本应已经投入生产，但该汽车制造商推迟了该计划，因为它专注于增加Model Y的产量。</blockquote></p><p> Tesla’s best estimate now puts the start of Cybertruck production in late 2022.</p><p><blockquote>特斯拉目前的最佳估计是Cybertruck将于2022年底开始生产。</blockquote></p><p> In the meantime, Tesla is still taking reservations for the electric pickup truck.</p><p><blockquote>与此同时，特斯拉仍在接受电动皮卡的预订。</blockquote></p><p> The Cybertruck reservation program has been quite successful.</p><p><blockquote>Cybertruck预订计划相当成功。</blockquote></p><p> CEO Elon Musk announced that&nbsp;Tesla received over 250,000 reservations for the Cybertruck&nbsp;within a week of unveiling the vehicle.</p><p><blockquote>首席执行官Elon Musk宣布，特斯拉在推出Cybertruck的一周内就收到了超过25万份预订。</blockquote></p><p> Generally, Tesla receives a lot of reservations early after an unveiling, and then it tapers off — but that wasn’t the case with the Cybertruck.</p><p><blockquote>一般来说，特斯拉在发布后很早就会收到很多预订，然后就会逐渐减少——但Cybertruck的情况并非如此。</blockquote></p><p> Even throughout the pandemic, sources told us that some&nbsp;Tesla stores were getting hundreds of Cybertruck reservations per week, and&nbsp;Cybertruck pre-orders even helped boost sales.</p><p><blockquote>即使在整个大流行期间，消息人士告诉我们，一些特斯拉商店每周都会收到数百辆Cybertruck预订，Cybertruck预订甚至有助于提高销量。</blockquote></p><p> The number was last updated in June 2020, and at that point,&nbsp;the number had risen to over 650,000 Cybertruck reservations.</p><p><blockquote>该数字最后一次更新是在2020年6月，当时Cybertruck预订量已升至超过65万辆。</blockquote></p><p> A crowdsourced Cybertruck reservation tally&nbsp;by the Cybertruck forum with over 28,000 entries put&nbsp;reservations at over 1 million&nbsp;back in May 2021.</p><p><blockquote>Cybertruck论坛的众包Cybertruck预订记录超过28,000个条目，2021年5月预订量超过100万。</blockquote></p><p> Now the tally estimates that Tesla has over 1,270,000 reservations for the electric pickup truck.</p><p><blockquote>目前，据统计，特斯拉电动皮卡的预订量已超过1,270,000辆。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1165466420","content_text":"Tesla shares gained in premarket trading as the company had a backlog of over 1.2 million Cybertruck reservations worth over $80 billion. \n\nBased on the latest tally, Tesla has a backlog of over 1.2 million Cybertruck reservations worth over $80 billion.\nBut there’s still no production in sight.\nTesla unveiled the Cybertruck almost two years ago to the day.\nThe electric pickup truck was supposed to be in production already, but the automaker delayed the program as it focused on growing Model Y production.\nTesla’s best estimate now puts the start of Cybertruck production in late 2022.\nIn the meantime, Tesla is still taking reservations for the electric pickup truck.\nThe Cybertruck reservation program has been quite successful.\nCEO Elon Musk announced that Tesla received over 250,000 reservations for the Cybertruck within a week of unveiling the vehicle.\nGenerally, Tesla receives a lot of reservations early after an unveiling, and then it tapers off — but that wasn’t the case with the Cybertruck.\nEven throughout the pandemic, sources told us that some Tesla stores were getting hundreds of Cybertruck reservations per week, and Cybertruck pre-orders even helped boost sales.\nThe number was last updated in June 2020, and at that point, the number had risen to over 650,000 Cybertruck reservations.\nA crowdsourced Cybertruck reservation tally by the Cybertruck forum with over 28,000 entries put reservations at over 1 million back in May 2021.\nNow the tally estimates that Tesla has over 1,270,000 reservations for the electric pickup truck.","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":565,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":698531809,"gmtCreate":1640441098953,"gmtModify":1640441099425,"author":{"id":"4087109808120260","authorId":"4087109808120260","name":"Tanyl","avatar":"https://static.tigerbbs.com/174329973340cf0f5b68791ee5b08afd","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087109808120260","authorIdStr":"4087109808120260"},"themes":[],"htmlText":"Must invest&nbsp;FB","listText":"Must invest&nbsp;FB","text":"Must invest FB","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/698531809","repostId":"2193720178","repostType":4,"isVote":1,"tweetType":1,"viewCount":420,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":885250008,"gmtCreate":1631799568404,"gmtModify":1631883819011,"author":{"id":"4087109808120260","authorId":"4087109808120260","name":"Tanyl","avatar":"https://static.tigerbbs.com/174329973340cf0f5b68791ee5b08afd","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087109808120260","authorIdStr":"4087109808120260"},"themes":[],"htmlText":"Zoom is a good share","listText":"Zoom is a good share","text":"Zoom is a good share","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/885250008","repostId":"2167517285","repostType":4,"isVote":1,"tweetType":1,"viewCount":622,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":698705184,"gmtCreate":1640525477269,"gmtModify":1640525477794,"author":{"id":"4087109808120260","authorId":"4087109808120260","name":"Tanyl","avatar":"https://static.tigerbbs.com/174329973340cf0f5b68791ee5b08afd","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087109808120260","authorIdStr":"4087109808120260"},"themes":[],"htmlText":"Amazon is very expensive, I am not ready to buy","listText":"Amazon is very expensive, I am not ready to buy","text":"Amazon is very expensive, I am not ready to buy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/698705184","repostId":"2193781141","repostType":4,"isVote":1,"tweetType":1,"viewCount":785,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":698702795,"gmtCreate":1640525387378,"gmtModify":1640525387844,"author":{"id":"4087109808120260","authorId":"4087109808120260","name":"Tanyl","avatar":"https://static.tigerbbs.com/174329973340cf0f5b68791ee5b08afd","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087109808120260","authorIdStr":"4087109808120260"},"themes":[],"htmlText":"I had bought few Apple share","listText":"I had bought few Apple share","text":"I had bought few Apple share","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/698702795","repostId":"2193781141","repostType":4,"isVote":1,"tweetType":1,"viewCount":511,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":698602133,"gmtCreate":1640357082683,"gmtModify":1640357083128,"author":{"id":"4087109808120260","authorId":"4087109808120260","name":"Tanyl","avatar":"https://static.tigerbbs.com/174329973340cf0f5b68791ee5b08afd","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087109808120260","authorIdStr":"4087109808120260"},"themes":[],"htmlText":"you can buy Amazon in option way","listText":"you can buy Amazon in option way","text":"you can buy Amazon in option way","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/698602133","repostId":"1175608113","repostType":2,"repost":{"id":"1175608113","kind":"news","pubTimestamp":1640342686,"share":"https://www.laohu8.com/m/news/1175608113?lang=zh_CN&edition=full","pubTime":"2021-12-24 18:44","market":"us","language":"en","title":"Is Amazon Stock A Buy Right Now As Epic Battle With Walmart Escalates<blockquote>随着与沃尔玛的史诗般的战斗升级，亚马逊股票现在值得买入吗</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1175608113","media":"Investors","summary":"Amazon(AMZN) plans to build its first large-format retail stores, making a new foray into physical o","content":"<p><b>Amazon</b>(AMZN) plans to build its first large-format retail stores, making a new foray into physical outlets and stepping up its battle against&nbsp;<b>Walmart</b>(WMT). Is Amazon stock a buy?</p><p><blockquote><b>亚马逊</b>亚马逊(AMZN)计划建立首家大型零售店，向实体店进军，并加强与<b>沃尔玛</b>（WMT）。亚马逊股票值得买入吗？</blockquote></p><p> Amazon's 30,000-square-foot stores, which will&nbsp;debut in California and Ohio, are less than one-third the size of Walmart's conventional outlets. They're about one-sixth the size of Walmart Supercenter stores.</p><p><blockquote>亚马逊的30,000平方英尺的商店将在加利福尼亚州和俄亥俄州首次亮相，其规模不到沃尔玛传统商店的三分之一。它们的大小大约是沃尔玛购物中心商店的六分之一。</blockquote></p><p> Walmart, the behemoth of brick-and-mortar discount stores, is dueling Amazon, the giant of online shopping, in a battle over the future of retail, e-commerce and grocery shopping.</p><p><blockquote>实体折扣店巨头沃尔玛正在与在线购物巨头亚马逊展开一场关于零售、电子商务和杂货购物未来的战斗。</blockquote></p><p> Much work remains for either company to win theAmazon vs. Walmart battle. Walmart needs to expand online operations while also managing 11,500 stores across 28 countries, of which 4,743 are in the U.S. It's in the process of redesigning 1,000 stores by the end of 2021. Its goal is to create a more streamlined and faster shopping experience for customers.</p><p><blockquote>两家公司要想赢得亚马逊与沃尔玛的战斗，还有很多工作要做。沃尔玛需要扩大在线业务，同时管理28个国家/地区的11,500家商店，其中4,743家在美国。到2021年底，沃尔玛正在重新设计1,000家商店。它的目标是为顾客创造更精简、更快捷的购物体验。</blockquote></p><p> At the same time, Amazon must continue its aggressive rollout of warehouse distribution centers and figure out its strategy for building physical stores.</p><p><blockquote>与此同时，亚马逊必须继续积极推出仓库配送中心，并弄清楚建立实体店的策略。</blockquote></p><p> Amazon Is Making Critical Investments</p><p><blockquote>亚马逊正在进行关键投资</blockquote></p><p> \"The key question from here is when/if does the current investment cycle drive evidence of share gains and margin leverage,\" RBC Capital Markets analyst Brad Erickson said in a note. \"Only time will tell, but in our view AMZN stock is making critical investments as consumers increasingly demand faster shipping which should at least maintain share gains while, importantly, growing gross profit dollars.\"</p><p><blockquote>加拿大皇家银行资本市场分析师布拉德·埃里克森在一份报告中表示：“这里的关键问题是，当前的投资周期何时/是否会推动股价上涨和保证金杠杆的证据。”“只有时间才能证明一切，但我们认为，随着消费者越来越需要更快的运输，亚马逊股票正在进行关键投资，这至少应该保持股价上涨，同时重要的是，增加毛利润。”</blockquote></p><p> Amazon reported&nbsp;third-quarter results&nbsp;on Oct. 28. Adjusted earnings fell 51% from the year-ago period to $6.12 a share. Analysts expected $8.92 a share. Revenue climbed 15% to $110.8 billion, below expectations of $111.6 billion.</p><p><blockquote>亚马逊于10月28日公布了第三季度业绩。调整后收益较去年同期下降51%至每股6.12美元。分析师预期每股8.92美元。营收攀升15%至1108亿美元，低于预期的1116亿美元。</blockquote></p><p> For its fourth quarter, Amazon forecast revenue in the range of $130 billion to $140 billion. That missed analyst estimates for $142 billion. Amazon forecast earnings before interest and taxes, called EBIT, of $1.5 billion, versus estimates of $8.1 billion.</p><p><blockquote>亚马逊预计第四季度营收在1300亿美元至1400亿美元之间。这低于分析师预期的1,420亿美元。亚马逊预测息税前利润（EBIT）为15亿美元，而预期为81亿美元。</blockquote></p><p> The company's cloud-computing unit, Amazon Web Services, reported revenue growth of 39% to $11.6 billion. That topped estimates for 35% cloud-computing growth.</p><p><blockquote>该公司的云计算部门亚马逊网络服务报告收入增长39%，达到116亿美元。这超过了云计算增长35%的预期。</blockquote></p><p> Cowen analyst John Blackledge recently raised his price target on Amazon stock to 4,500, from 4,300. He listed Amazon as one of the \"best ideas\" for 2022, in the mega-cap category.</p><p><blockquote>Cowen分析师John Blackledge最近将亚马逊股票的目标价从4,300点上调至4,500点。他将亚马逊列为2022年大型股类别中的“最佳创意”之一。</blockquote></p><p> <b>Amazon Introduces Numerous New Gadgets</b></p><p><blockquote><b>亚马逊推出众多新产品</b></blockquote></p><p> On Sept. 28, Amazon introduced aplethora of consumer electronics gadgets, including smart displays and a home robot, at a fall product launch event.</p><p><blockquote>9月28日，亚马逊在秋季产品发布会上推出了一系列消费电子产品，包括智能显示器和家用机器人。</blockquote></p><p> The Seattle-based e-commerce giant unveiled several devices that leverage its Alexa voice assistant technology. They include theEcho Show 15smart display, which is designed to keep families organized, connected and entertained.</p><p><blockquote>这家总部位于西雅图的电子商务巨头推出了几款利用其Alexa语音助手技术的设备。其中包括Echo Show 15智能显示屏，旨在让家庭保持有序、联系和娱乐。</blockquote></p><p> Another Alexa-enabled device is Amazon's first robot, which is named&nbsp;Astro. The robot will act as a security guard, companion and mobile smart display. It brings together new advancements in artificial intelligence, computer vision, sensor technology, and voice and edge computing, the company said.</p><p><blockquote>另一款支持Alexa的设备是亚马逊的第一款机器人，名为Astro。机器人将充当保安、伴侣和移动智能显示器。该公司表示，它汇集了人工智能、计算机视觉、传感器技术以及语音和边缘计算的新进展。</blockquote></p><p> Earlier this month, Amazon moved deeper into the television market with an&nbsp;all-new lineup of devices&nbsp;and its first Amazon-branded 4K smart TVs. The Amazon TV products go on sale in October. Amazon also introduced a 4K version of its Fire TV stick.</p><p><blockquote>本月早些时候，亚马逊凭借全新的设备系列和首款亚马逊品牌的4K智能电视深入电视市场。亚马逊电视产品将于10月上市。亚马逊还推出了4K版本的Fire电视棒。</blockquote></p><p> <b>Plenty Of Growth Opportunities</b></p><p><blockquote><b>大量增长机会</b></blockquote></p><p> Amazon entered 2021 with plenty of big growth opportunities. This included plans to expand its virtual health care program across the U.S. It is also expanding its prescription drug business.</p><p><blockquote>亚马逊带着大量巨大的增长机会进入2021年。这包括计划在美国范围内扩展其虚拟医疗保健计划。它还在扩大其处方药业务。</blockquote></p><p> On March 17, Amazon announced that its telehealth pilot program, called Amazon Care, would expand to all of its U.S. employees and their families as well as other firms this summer. The program first launched at its Seattle headquarters 18 months ago.</p><p><blockquote>3月17日，亚马逊宣布其名为Amazon Care的远程医疗试点计划将于今年夏天扩展到所有美国员工及其家人以及其他公司。该计划于18个月前在西雅图总部首次启动。</blockquote></p><p> If Amazon can deliver more efficient health care services, the potential is enormous for fueling its growth engine — and by extension Amazon stock. Health care now comprises nearly a fifth of the U.S. economy.</p><p><blockquote>如果亚马逊能够提供更高效的医疗保健服务，那么推动其增长引擎的潜力是巨大的，进而推动亚马逊股票。医疗保健现在占美国经济的近五分之一。</blockquote></p><p> Amazon said the program enables workers to connect with medical professionals via chat or video conference, and connect patients with medical professionals. In addition, Amazon Care can dispatch a medical professional to a patient's home for additional care.</p><p><blockquote>亚马逊表示，该计划使工作人员能够通过聊天或视频会议与医疗专业人员联系，并将患者与医疗专业人员联系起来。此外，Amazon Care可以派遣医疗专业人员到患者家中进行额外护理。</blockquote></p><p> Analysts at Jefferies give Amazon a buy rating and price target or 4,000.</p><p><blockquote>杰富瑞(Jefferies)分析师给予亚马逊买入评级和目标价4,000点。</blockquote></p><p> \"We believe low expectations following two consecutive guide-downs better positions AMZN for upside in the core retail business,\" according to a Jefferies report.</p><p><blockquote>杰富瑞(Jefferies)的一份报告称：“我们认为，连续两次下调指引后的低预期将使亚马逊更好地实现核心零售业务的上行空间。”</blockquote></p><p> \"We also see attractive growth at AWS and advertising, AMZN's two highest margin businesses, serving to more than offset near-term cost headwinds from labor shortages and supply chain disruption,\" it said.</p><p><blockquote>它表示：“我们还看到亚马逊利润率最高的两项业务AWS和广告出现了有吸引力的增长，这足以抵消劳动力短缺和供应链中断带来的近期成本阻力。”</blockquote></p><p> <b>Tapping The Market For Prescription Drugs</b></p><p><blockquote><b>开拓处方药市场</b></blockquote></p><p></p><p> In addition, Amazon is tapping into the $350 billion market for prescription drugs. The company fired a big shot across the bow of drugstores and prescription drug wholesalers late last year when it&nbsp;launched Amazon Pharmacy. The new unit will offer Amazon Prime members discounts of up to 80% on generic drugs and 40% on brand medications.</p><p><blockquote>此外，亚马逊正在进军3500亿美元的处方药市场。去年年底，该公司推出了亚马逊药房，在药店和处方药批发商中大放异彩。新部门将为亚马逊Prime会员提供高达80%的仿制药折扣和40%的品牌药物折扣。</blockquote></p><p> On May 26, Amazon announced it is acquiring&nbsp;iconic film studio Metro-Goldwyn-Mayer&nbsp;for $8.45 billion, looking broadly expand its position in streaming video and increase the value of its Prime rewards program. The acquisition is Amazon's largest since buying Whole Foods for $13.7 billion in 2017.</p><p><blockquote>5月26日，亚马逊宣布以84.5亿美元收购标志性电影制片厂米高梅，希望广泛扩大其在流媒体视频领域的地位，并增加其Prime rewards计划的价值。此次收购是亚马逊自2017年以137亿美元收购全食超市以来规模最大的一次。</blockquote></p><p> To get Amazon Prime, users pay an annual or monthly fee for the service and receive multiple perks. This includes free access to Amazon Video and Amazon Music. Amazon has invested billions of dollars in its film and TV operations as well as live sports.</p><p><blockquote>要获得Amazon Prime，用户需要为该服务支付年费或月费，并获得多项福利。这包括免费访问亚马逊视频和亚马逊音乐。亚马逊在其电影和电视业务以及体育直播上投资了数十亿美元。</blockquote></p><p> Another growth vehicle for Amazon in 2021 is advertising.&nbsp;When looking for a product, about half of U.S. adults start their search with Amazon. More searches draw more advertisers.&nbsp;And as Covid-19 has caused more consumers to shop online that will keep Amazon's ad growth humming.</p><p><blockquote>2021年亚马逊的另一个增长载体是广告。在寻找产品时，大约一半的美国成年人从亚马逊开始搜索。更多的搜索会吸引更多的广告商。由于新冠肺炎导致更多的消费者在线购物，这将使亚马逊的广告增长保持强劲。</blockquote></p><p></p>","source":"lsy1610449120050","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>Is Amazon Stock A Buy Right Now As Epic Battle With Walmart Escalates<blockquote>随着与沃尔玛的史诗般的战斗升级，亚马逊股票现在值得买入吗</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\">\nIs Amazon Stock A Buy Right Now As Epic Battle With Walmart Escalates<blockquote>随着与沃尔玛的史诗般的战斗升级，亚马逊股票现在值得买入吗</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Investors</strong><span class=\"h-time small\">2021-12-24 18:44</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b>Amazon</b>(AMZN) plans to build its first large-format retail stores, making a new foray into physical outlets and stepping up its battle against&nbsp;<b>Walmart</b>(WMT). Is Amazon stock a buy?</p><p><blockquote><b>亚马逊</b>亚马逊(AMZN)计划建立首家大型零售店，向实体店进军，并加强与<b>沃尔玛</b>（WMT）。亚马逊股票值得买入吗？</blockquote></p><p> Amazon's 30,000-square-foot stores, which will&nbsp;debut in California and Ohio, are less than one-third the size of Walmart's conventional outlets. They're about one-sixth the size of Walmart Supercenter stores.</p><p><blockquote>亚马逊的30,000平方英尺的商店将在加利福尼亚州和俄亥俄州首次亮相，其规模不到沃尔玛传统商店的三分之一。它们的大小大约是沃尔玛购物中心商店的六分之一。</blockquote></p><p> Walmart, the behemoth of brick-and-mortar discount stores, is dueling Amazon, the giant of online shopping, in a battle over the future of retail, e-commerce and grocery shopping.</p><p><blockquote>实体折扣店巨头沃尔玛正在与在线购物巨头亚马逊展开一场关于零售、电子商务和杂货购物未来的战斗。</blockquote></p><p> Much work remains for either company to win theAmazon vs. Walmart battle. Walmart needs to expand online operations while also managing 11,500 stores across 28 countries, of which 4,743 are in the U.S. It's in the process of redesigning 1,000 stores by the end of 2021. Its goal is to create a more streamlined and faster shopping experience for customers.</p><p><blockquote>两家公司要想赢得亚马逊与沃尔玛的战斗，还有很多工作要做。沃尔玛需要扩大在线业务，同时管理28个国家/地区的11,500家商店，其中4,743家在美国。到2021年底，沃尔玛正在重新设计1,000家商店。它的目标是为顾客创造更精简、更快捷的购物体验。</blockquote></p><p> At the same time, Amazon must continue its aggressive rollout of warehouse distribution centers and figure out its strategy for building physical stores.</p><p><blockquote>与此同时，亚马逊必须继续积极推出仓库配送中心，并弄清楚建立实体店的策略。</blockquote></p><p> Amazon Is Making Critical Investments</p><p><blockquote>亚马逊正在进行关键投资</blockquote></p><p> \"The key question from here is when/if does the current investment cycle drive evidence of share gains and margin leverage,\" RBC Capital Markets analyst Brad Erickson said in a note. \"Only time will tell, but in our view AMZN stock is making critical investments as consumers increasingly demand faster shipping which should at least maintain share gains while, importantly, growing gross profit dollars.\"</p><p><blockquote>加拿大皇家银行资本市场分析师布拉德·埃里克森在一份报告中表示：“这里的关键问题是，当前的投资周期何时/是否会推动股价上涨和保证金杠杆的证据。”“只有时间才能证明一切，但我们认为，随着消费者越来越需要更快的运输，亚马逊股票正在进行关键投资，这至少应该保持股价上涨，同时重要的是，增加毛利润。”</blockquote></p><p> Amazon reported&nbsp;third-quarter results&nbsp;on Oct. 28. Adjusted earnings fell 51% from the year-ago period to $6.12 a share. Analysts expected $8.92 a share. Revenue climbed 15% to $110.8 billion, below expectations of $111.6 billion.</p><p><blockquote>亚马逊于10月28日公布了第三季度业绩。调整后收益较去年同期下降51%至每股6.12美元。分析师预期每股8.92美元。营收攀升15%至1108亿美元，低于预期的1116亿美元。</blockquote></p><p> For its fourth quarter, Amazon forecast revenue in the range of $130 billion to $140 billion. That missed analyst estimates for $142 billion. Amazon forecast earnings before interest and taxes, called EBIT, of $1.5 billion, versus estimates of $8.1 billion.</p><p><blockquote>亚马逊预计第四季度营收在1300亿美元至1400亿美元之间。这低于分析师预期的1,420亿美元。亚马逊预测息税前利润（EBIT）为15亿美元，而预期为81亿美元。</blockquote></p><p> The company's cloud-computing unit, Amazon Web Services, reported revenue growth of 39% to $11.6 billion. That topped estimates for 35% cloud-computing growth.</p><p><blockquote>该公司的云计算部门亚马逊网络服务报告收入增长39%，达到116亿美元。这超过了云计算增长35%的预期。</blockquote></p><p> Cowen analyst John Blackledge recently raised his price target on Amazon stock to 4,500, from 4,300. He listed Amazon as one of the \"best ideas\" for 2022, in the mega-cap category.</p><p><blockquote>Cowen分析师John Blackledge最近将亚马逊股票的目标价从4,300点上调至4,500点。他将亚马逊列为2022年大型股类别中的“最佳创意”之一。</blockquote></p><p> <b>Amazon Introduces Numerous New Gadgets</b></p><p><blockquote><b>亚马逊推出众多新产品</b></blockquote></p><p> On Sept. 28, Amazon introduced aplethora of consumer electronics gadgets, including smart displays and a home robot, at a fall product launch event.</p><p><blockquote>9月28日，亚马逊在秋季产品发布会上推出了一系列消费电子产品，包括智能显示器和家用机器人。</blockquote></p><p> The Seattle-based e-commerce giant unveiled several devices that leverage its Alexa voice assistant technology. They include theEcho Show 15smart display, which is designed to keep families organized, connected and entertained.</p><p><blockquote>这家总部位于西雅图的电子商务巨头推出了几款利用其Alexa语音助手技术的设备。其中包括Echo Show 15智能显示屏，旨在让家庭保持有序、联系和娱乐。</blockquote></p><p> Another Alexa-enabled device is Amazon's first robot, which is named&nbsp;Astro. The robot will act as a security guard, companion and mobile smart display. It brings together new advancements in artificial intelligence, computer vision, sensor technology, and voice and edge computing, the company said.</p><p><blockquote>另一款支持Alexa的设备是亚马逊的第一款机器人，名为Astro。机器人将充当保安、伴侣和移动智能显示器。该公司表示，它汇集了人工智能、计算机视觉、传感器技术以及语音和边缘计算的新进展。</blockquote></p><p> Earlier this month, Amazon moved deeper into the television market with an&nbsp;all-new lineup of devices&nbsp;and its first Amazon-branded 4K smart TVs. The Amazon TV products go on sale in October. Amazon also introduced a 4K version of its Fire TV stick.</p><p><blockquote>本月早些时候，亚马逊凭借全新的设备系列和首款亚马逊品牌的4K智能电视深入电视市场。亚马逊电视产品将于10月上市。亚马逊还推出了4K版本的Fire电视棒。</blockquote></p><p> <b>Plenty Of Growth Opportunities</b></p><p><blockquote><b>大量增长机会</b></blockquote></p><p> Amazon entered 2021 with plenty of big growth opportunities. This included plans to expand its virtual health care program across the U.S. It is also expanding its prescription drug business.</p><p><blockquote>亚马逊带着大量巨大的增长机会进入2021年。这包括计划在美国范围内扩展其虚拟医疗保健计划。它还在扩大其处方药业务。</blockquote></p><p> On March 17, Amazon announced that its telehealth pilot program, called Amazon Care, would expand to all of its U.S. employees and their families as well as other firms this summer. The program first launched at its Seattle headquarters 18 months ago.</p><p><blockquote>3月17日，亚马逊宣布其名为Amazon Care的远程医疗试点计划将于今年夏天扩展到所有美国员工及其家人以及其他公司。该计划于18个月前在西雅图总部首次启动。</blockquote></p><p> If Amazon can deliver more efficient health care services, the potential is enormous for fueling its growth engine — and by extension Amazon stock. Health care now comprises nearly a fifth of the U.S. economy.</p><p><blockquote>如果亚马逊能够提供更高效的医疗保健服务，那么推动其增长引擎的潜力是巨大的，进而推动亚马逊股票。医疗保健现在占美国经济的近五分之一。</blockquote></p><p> Amazon said the program enables workers to connect with medical professionals via chat or video conference, and connect patients with medical professionals. In addition, Amazon Care can dispatch a medical professional to a patient's home for additional care.</p><p><blockquote>亚马逊表示，该计划使工作人员能够通过聊天或视频会议与医疗专业人员联系，并将患者与医疗专业人员联系起来。此外，Amazon Care可以派遣医疗专业人员到患者家中进行额外护理。</blockquote></p><p> Analysts at Jefferies give Amazon a buy rating and price target or 4,000.</p><p><blockquote>杰富瑞(Jefferies)分析师给予亚马逊买入评级和目标价4,000点。</blockquote></p><p> \"We believe low expectations following two consecutive guide-downs better positions AMZN for upside in the core retail business,\" according to a Jefferies report.</p><p><blockquote>杰富瑞(Jefferies)的一份报告称：“我们认为，连续两次下调指引后的低预期将使亚马逊更好地实现核心零售业务的上行空间。”</blockquote></p><p> \"We also see attractive growth at AWS and advertising, AMZN's two highest margin businesses, serving to more than offset near-term cost headwinds from labor shortages and supply chain disruption,\" it said.</p><p><blockquote>它表示：“我们还看到亚马逊利润率最高的两项业务AWS和广告出现了有吸引力的增长，这足以抵消劳动力短缺和供应链中断带来的近期成本阻力。”</blockquote></p><p> <b>Tapping The Market For Prescription Drugs</b></p><p><blockquote><b>开拓处方药市场</b></blockquote></p><p></p><p> In addition, Amazon is tapping into the $350 billion market for prescription drugs. The company fired a big shot across the bow of drugstores and prescription drug wholesalers late last year when it&nbsp;launched Amazon Pharmacy. The new unit will offer Amazon Prime members discounts of up to 80% on generic drugs and 40% on brand medications.</p><p><blockquote>此外，亚马逊正在进军3500亿美元的处方药市场。去年年底，该公司推出了亚马逊药房，在药店和处方药批发商中大放异彩。新部门将为亚马逊Prime会员提供高达80%的仿制药折扣和40%的品牌药物折扣。</blockquote></p><p> On May 26, Amazon announced it is acquiring&nbsp;iconic film studio Metro-Goldwyn-Mayer&nbsp;for $8.45 billion, looking broadly expand its position in streaming video and increase the value of its Prime rewards program. The acquisition is Amazon's largest since buying Whole Foods for $13.7 billion in 2017.</p><p><blockquote>5月26日，亚马逊宣布以84.5亿美元收购标志性电影制片厂米高梅，希望广泛扩大其在流媒体视频领域的地位，并增加其Prime rewards计划的价值。此次收购是亚马逊自2017年以137亿美元收购全食超市以来规模最大的一次。</blockquote></p><p> To get Amazon Prime, users pay an annual or monthly fee for the service and receive multiple perks. This includes free access to Amazon Video and Amazon Music. Amazon has invested billions of dollars in its film and TV operations as well as live sports.</p><p><blockquote>要获得Amazon Prime，用户需要为该服务支付年费或月费，并获得多项福利。这包括免费访问亚马逊视频和亚马逊音乐。亚马逊在其电影和电视业务以及体育直播上投资了数十亿美元。</blockquote></p><p> Another growth vehicle for Amazon in 2021 is advertising.&nbsp;When looking for a product, about half of U.S. adults start their search with Amazon. More searches draw more advertisers.&nbsp;And as Covid-19 has caused more consumers to shop online that will keep Amazon's ad growth humming.</p><p><blockquote>2021年亚马逊的另一个增长载体是广告。在寻找产品时，大约一半的美国成年人从亚马逊开始搜索。更多的搜索会吸引更多的广告商。由于新冠肺炎导致更多的消费者在线购物，这将使亚马逊的广告增长保持强劲。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.investors.com/news/technology/amazon-stock-buy-now/?src=A00220\">Investors</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":{"WMT":"沃尔玛","AMZN":"亚马逊"},"source_url":"https://www.investors.com/news/technology/amazon-stock-buy-now/?src=A00220","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1175608113","content_text":"Amazon(AMZN) plans to build its first large-format retail stores, making a new foray into physical outlets and stepping up its battle against Walmart(WMT). Is Amazon stock a buy?\nAmazon's 30,000-square-foot stores, which will debut in California and Ohio, are less than one-third the size of Walmart's conventional outlets. They're about one-sixth the size of Walmart Supercenter stores.\nWalmart, the behemoth of brick-and-mortar discount stores, is dueling Amazon, the giant of online shopping, in a battle over the future of retail, e-commerce and grocery shopping.\nMuch work remains for either company to win theAmazon vs. Walmart battle. Walmart needs to expand online operations while also managing 11,500 stores across 28 countries, of which 4,743 are in the U.S. It's in the process of redesigning 1,000 stores by the end of 2021. Its goal is to create a more streamlined and faster shopping experience for customers.\nAt the same time, Amazon must continue its aggressive rollout of warehouse distribution centers and figure out its strategy for building physical stores.\nAmazon Is Making Critical Investments\n\"The key question from here is when/if does the current investment cycle drive evidence of share gains and margin leverage,\" RBC Capital Markets analyst Brad Erickson said in a note. \"Only time will tell, but in our view AMZN stock is making critical investments as consumers increasingly demand faster shipping which should at least maintain share gains while, importantly, growing gross profit dollars.\"\nAmazon reported third-quarter results on Oct. 28. Adjusted earnings fell 51% from the year-ago period to $6.12 a share. Analysts expected $8.92 a share. Revenue climbed 15% to $110.8 billion, below expectations of $111.6 billion.\nFor its fourth quarter, Amazon forecast revenue in the range of $130 billion to $140 billion. That missed analyst estimates for $142 billion. Amazon forecast earnings before interest and taxes, called EBIT, of $1.5 billion, versus estimates of $8.1 billion.\nThe company's cloud-computing unit, Amazon Web Services, reported revenue growth of 39% to $11.6 billion. That topped estimates for 35% cloud-computing growth.\nCowen analyst John Blackledge recently raised his price target on Amazon stock to 4,500, from 4,300. He listed Amazon as one of the \"best ideas\" for 2022, in the mega-cap category.\nAmazon Introduces Numerous New Gadgets\nOn Sept. 28, Amazon introduced aplethora of consumer electronics gadgets, including smart displays and a home robot, at a fall product launch event.\nThe Seattle-based e-commerce giant unveiled several devices that leverage its Alexa voice assistant technology. They include theEcho Show 15smart display, which is designed to keep families organized, connected and entertained.\nAnother Alexa-enabled device is Amazon's first robot, which is named Astro. The robot will act as a security guard, companion and mobile smart display. It brings together new advancements in artificial intelligence, computer vision, sensor technology, and voice and edge computing, the company said.\nEarlier this month, Amazon moved deeper into the television market with an all-new lineup of devices and its first Amazon-branded 4K smart TVs. The Amazon TV products go on sale in October. Amazon also introduced a 4K version of its Fire TV stick.\nPlenty Of Growth Opportunities\nAmazon entered 2021 with plenty of big growth opportunities. This included plans to expand its virtual health care program across the U.S. It is also expanding its prescription drug business.\nOn March 17, Amazon announced that its telehealth pilot program, called Amazon Care, would expand to all of its U.S. employees and their families as well as other firms this summer. The program first launched at its Seattle headquarters 18 months ago.\nIf Amazon can deliver more efficient health care services, the potential is enormous for fueling its growth engine — and by extension Amazon stock. Health care now comprises nearly a fifth of the U.S. economy.\nAmazon said the program enables workers to connect with medical professionals via chat or video conference, and connect patients with medical professionals. In addition, Amazon Care can dispatch a medical professional to a patient's home for additional care.\nAnalysts at Jefferies give Amazon a buy rating and price target or 4,000.\n\"We believe low expectations following two consecutive guide-downs better positions AMZN for upside in the core retail business,\" according to a Jefferies report.\n\"We also see attractive growth at AWS and advertising, AMZN's two highest margin businesses, serving to more than offset near-term cost headwinds from labor shortages and supply chain disruption,\" it said.\nTapping The Market For Prescription Drugs\nIn addition, Amazon is tapping into the $350 billion market for prescription drugs. The company fired a big shot across the bow of drugstores and prescription drug wholesalers late last year when it launched Amazon Pharmacy. The new unit will offer Amazon Prime members discounts of up to 80% on generic drugs and 40% on brand medications.\nOn May 26, Amazon announced it is acquiring iconic film studio Metro-Goldwyn-Mayer for $8.45 billion, looking broadly expand its position in streaming video and increase the value of its Prime rewards program. The acquisition is Amazon's largest since buying Whole Foods for $13.7 billion in 2017.\nTo get Amazon Prime, users pay an annual or monthly fee for the service and receive multiple perks. This includes free access to Amazon Video and Amazon Music. Amazon has invested billions of dollars in its film and TV operations as well as live sports.\nAnother growth vehicle for Amazon in 2021 is advertising. When looking for a product, about half of U.S. adults start their search with Amazon. More searches draw more advertisers. And as Covid-19 has caused more consumers to shop online that will keep Amazon's ad growth humming.","news_type":1,"symbols_score_info":{"AMZN":0.9,"WMT":0.9}},"isVote":1,"tweetType":1,"viewCount":782,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":853012036,"gmtCreate":1634741451976,"gmtModify":1634741714846,"author":{"id":"4087109808120260","authorId":"4087109808120260","name":"Tanyl","avatar":"https://static.tigerbbs.com/174329973340cf0f5b68791ee5b08afd","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087109808120260","authorIdStr":"4087109808120260"},"themes":[],"htmlText":"I had do some option on WTI","listText":"I had do some option on WTI","text":"I had do some option on WTI","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/853012036","repostId":"1173409505","repostType":4,"repost":{"id":"1173409505","kind":"news","pubTimestamp":1634740907,"share":"https://www.laohu8.com/m/news/1173409505?lang=zh_CN&edition=full","pubTime":"2021-10-20 22:41","market":"fut","language":"en","title":"WTI Spikes Into Green After Across-The-Board Inventory Draws<blockquote>库存全面减少后WTI飙升至绿色</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1173409505","media":"zerohedge","summary":"Oil prices are lower this morning afterAPI reported a bigger than expected crude build (admittedly o","content":"<p>Oil prices are lower this morning afterAPI reported a bigger than expected crude build (admittedly offset by considerable draws at Cushing and in products)and China reportedly readies itself to unleash measures aimed at stabilizing its power supplies for the winter.</p><p><blockquote>今天上午，油价走低，此前API报告原油产量超出预期（诚然，这被库欣和产品的大量消耗所抵消），据报道，中国准备采取旨在稳定冬季电力供应的措施。</blockquote></p><p>   “The heating season is approaching and the price is still showing a further irrational upward trend,” Reuters quoted the commission as saying.  <b>A Chinese intervention to bring coal prices down could “reverse the fuel switch to oil,”</b>analysts at Commerzbank told&nbsp;Reuters.</p><p><blockquote>路透社援引该委员会的话说：“供暖季即将来临，价格仍呈现进一步非理性上涨趋势。”<b>中国为降低煤炭价格而进行的干预可能会“逆转燃料向石油的转变”，</b>德国商业银行分析师告诉路透社。</blockquote></p><p>   “Crude price volatility is here to stay as demand uncertainty remains elevated over the short-term,” said Ed Moya, senior market analyst at Oanda Corp.    “There is a lot of noise in all this morning’s headlines, but given the relentless winning streak, oil prices are ripe for significant rounds of profit-taking.”  But all algo eyes will be on crude stocks to see if the official data confirms the big build from API.</p><p><blockquote>Oanda Corp.高级市场分析师埃德·莫亚(Ed Moya)表示：“由于短期内需求不确定性仍然较高，原油价格波动将持续。”“今天早上的所有头条新闻中都有很多噪音，但鉴于连续上涨，油价已经成熟，可以进行大量获利回吐。”但algo的所有目光都将集中在原油库存上，看看官方数据是否证实了API的大幅增长。</blockquote></p><p> <u><b>API</b></u></p><p><blockquote><u><b>API</b></u></blockquote></p><p> <ul>  <li><b>Crude +3.294mm (+2.25mm exp)</b></p><p><blockquote><ul><li><b>粗品+3.294 mm（+2.25 mm EXP）</b></li></ul></blockquote></p><p></li>  <li>Cushing -2.5mm - biggest draw since Feb 2021</p><p><blockquote><li>库欣–2.5毫米–自2021年2月以来最大的吸引力</li></blockquote></p><p></li>  <li>Gasoline -3.5mm (-2.2mm exp)</p><p><blockquote><li>汽油-3.5 mm（-2.2 mm EXP）</li></blockquote></p><p></li>  <li>Distillates -3.0mm (-2.4mm exp)</p><p><blockquote><li>馏出物-3.0 mM（-2.4 mM EXP）</li></blockquote></p><p></li> </ul> <u><b>DOE</b></u></p><p><blockquote><u><b>DOE</b></u></blockquote></p><p> <ul>  <li><b>Crude -431k (+2.25mm exp)</b></p><p><blockquote><ul><li><b>粗品-431k（+2.25 mm EXP）</b></li></ul></blockquote></p><p></li>  <li>Cushing -2.32mm</p><p><blockquote><li>库欣-2.32 mm</li></blockquote></p><p></li>  <li>Gasoline -5.368mm (-2.2mm exp)</p><p><blockquote><li>汽油-5.368毫米（-2.2毫米exp）</li></blockquote></p><p></li>  <li><b>Distillates -3.913mm (-2.4mm exp) - biggest draw since March 2021</b></p><p><blockquote><li><b>馏分油-3.913毫米（-2.4毫米exp）-自2021年3月以来的最大吸引力</b></li></blockquote></p><p></li> </ul> Despite a notable build reported by API, official data confirms a modest crude draw of 431k barrels last week with major draws at Cushing and in gasoline and distillates...</p><p><blockquote>尽管API报告了显著的增长，但官方数据证实上周原油产量小幅下降43.1万桶，其中库欣、汽油和馏分油产量大幅下降...</blockquote></p><p> <img src=\"https://static.tigerbbs.com/9a867d4e78eae50da9b5bfa7ee2a808b\" tg-width=\"994\" tg-height=\"566\" width=\"100%\" height=\"auto\"><b>US Distillates inventories are at their lowest since April 2020 and Gasoline stocks at their lowest since Nov 2019.</b></p><p><blockquote><b>美国馏分油库存处于2020年4月以来最低水平，汽油库存处于2019年11月以来最低水平。</b></blockquote></p><p> US Crude production dropped modestly last week and remains below pre-Ida levels...</p><p><blockquote>美国原油产量上周小幅下降，仍低于Ida前的水平……</blockquote></p><p> <img src=\"https://static.tigerbbs.com/d7ef495eba211be9e5b43471e8438f1a\" tg-width=\"994\" tg-height=\"566\" width=\"100%\" height=\"auto\">While crude output remains below pre-Ida levels, drilling activity continues to surge amid rising oil and gas prices. U.S. drillers have deployed an additional 46 rigs over the past six weeks, bringing the Baker Hughes rig count to 543 for the week ended Oct. 15.</p><p><blockquote>虽然原油产量仍低于Ida前的水平，但随着石油和天然气价格的上涨，钻探活动继续激增。过去六周，美国钻探商又部署了46台钻机，使贝克休斯截至10月15日当周的钻机数量达到543台。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/f41bd3e4893bb993faff6227c9691e4c\" tg-width=\"1006\" tg-height=\"745\" width=\"100%\" height=\"auto\">This should support production in the coming months.</p><p><blockquote>这应该会支持未来几个月的生产。</blockquote></p><p> WTI traded down to a $80 handle briefly this morning but rallied up near $82 ahead of the official inventory data and extended gains on the across the board inventory draws..</p><p><blockquote>WTI今早一度跌至80美元，但在官方库存数据公布前反弹至82美元附近，并因全面库存减少而扩大涨幅..</blockquote></p><p> <img src=\"https://static.tigerbbs.com/5530e8de386a0b491462f65655e4ca8e\" tg-width=\"1280\" tg-height=\"698\" width=\"100%\" height=\"auto\">Bloomberg Intelligence Energy Analyst Fernando Valle warns that:</p><p><blockquote>彭博情报能源分析师费尔南多·瓦莱警告说：</blockquote></p><p>   “Negotiations for an infrastructure bill may be a relevant catalyst for long-term support, and we believe that  <b>a protracted standoff could weigh on gasoline- and diesel-consumption expectations for 2022</b>.”  Finally, we noted that Saudi Arabia said any extra oil from the OPEC+ cartel would do little to bring down surging natural-gas prices.</p><p><blockquote>“基础设施法案的谈判可能是长期支持的相关催化剂，我们相信<b>旷日持久的僵局可能会影响2022年汽油和柴油消费预期</b>最后，我们注意到沙特阿拉伯表示，欧佩克+卡特尔提供的任何额外石油都无助于降低飙升的天然气价格。</blockquote></p><p>   “We see our role as extremely limited,” Saudi Energy Minister Prince&nbsp;Abdulaziz bin Salman&nbsp;said during the CERAWeek India Energy Forum on Wednesday.    “The issue is not the availability of crude oil. Even if we made it available in tons and tons, who’s going to burn it? Who is in need of it? And are they in need of crude or in need, for example, of gas?”  <i><b>“The frustration is that I feel oil is being taken for a ride when the real issues are not being attended to,”</b></i>the prince said.</p><p><blockquote>沙特能源部长阿卜杜勒阿齐兹·本·萨勒曼亲王周三在CERAWeek印度能源论坛上表示：“我们认为我们的作用极其有限。”“问题不在于原油的供应。即使我们提供了大量的原油，谁会燃烧它？谁需要它？他们是需要原油还是需要，例如，天然气？”<i><b>“令人沮丧的是，当真正的问题没有得到解决时，我觉得石油正在被利用，”</b></i>王子说道。</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>WTI Spikes Into Green After Across-The-Board Inventory Draws<blockquote>库存全面减少后WTI飙升至绿色</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\">\nWTI Spikes Into Green After Across-The-Board Inventory Draws<blockquote>库存全面减少后WTI飙升至绿色</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">zerohedge</strong><span class=\"h-time small\">2021-10-20 22:41</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Oil prices are lower this morning afterAPI reported a bigger than expected crude build (admittedly offset by considerable draws at Cushing and in products)and China reportedly readies itself to unleash measures aimed at stabilizing its power supplies for the winter.</p><p><blockquote>今天上午，油价走低，此前API报告原油产量超出预期（诚然，这被库欣和产品的大量消耗所抵消），据报道，中国准备采取旨在稳定冬季电力供应的措施。</blockquote></p><p>   “The heating season is approaching and the price is still showing a further irrational upward trend,” Reuters quoted the commission as saying.  <b>A Chinese intervention to bring coal prices down could “reverse the fuel switch to oil,”</b>analysts at Commerzbank told&nbsp;Reuters.</p><p><blockquote>路透社援引该委员会的话说：“供暖季即将来临，价格仍呈现进一步非理性上涨趋势。”<b>中国为降低煤炭价格而进行的干预可能会“逆转燃料向石油的转变”，</b>德国商业银行分析师告诉路透社。</blockquote></p><p>   “Crude price volatility is here to stay as demand uncertainty remains elevated over the short-term,” said Ed Moya, senior market analyst at Oanda Corp.    “There is a lot of noise in all this morning’s headlines, but given the relentless winning streak, oil prices are ripe for significant rounds of profit-taking.”  But all algo eyes will be on crude stocks to see if the official data confirms the big build from API.</p><p><blockquote>Oanda Corp.高级市场分析师埃德·莫亚(Ed Moya)表示：“由于短期内需求不确定性仍然较高，原油价格波动将持续。”“今天早上的所有头条新闻中都有很多噪音，但鉴于连续上涨，油价已经成熟，可以进行大量获利回吐。”但algo的所有目光都将集中在原油库存上，看看官方数据是否证实了API的大幅增长。</blockquote></p><p> <u><b>API</b></u></p><p><blockquote><u><b>API</b></u></blockquote></p><p> <ul>  <li><b>Crude +3.294mm (+2.25mm exp)</b></p><p><blockquote><ul><li><b>粗品+3.294 mm（+2.25 mm EXP）</b></li></ul></blockquote></p><p></li>  <li>Cushing -2.5mm - biggest draw since Feb 2021</p><p><blockquote><li>库欣–2.5毫米–自2021年2月以来最大的吸引力</li></blockquote></p><p></li>  <li>Gasoline -3.5mm (-2.2mm exp)</p><p><blockquote><li>汽油-3.5 mm（-2.2 mm EXP）</li></blockquote></p><p></li>  <li>Distillates -3.0mm (-2.4mm exp)</p><p><blockquote><li>馏出物-3.0 mM（-2.4 mM EXP）</li></blockquote></p><p></li> </ul> <u><b>DOE</b></u></p><p><blockquote><u><b>DOE</b></u></blockquote></p><p> <ul>  <li><b>Crude -431k (+2.25mm exp)</b></p><p><blockquote><ul><li><b>粗品-431k（+2.25 mm EXP）</b></li></ul></blockquote></p><p></li>  <li>Cushing -2.32mm</p><p><blockquote><li>库欣-2.32 mm</li></blockquote></p><p></li>  <li>Gasoline -5.368mm (-2.2mm exp)</p><p><blockquote><li>汽油-5.368毫米（-2.2毫米exp）</li></blockquote></p><p></li>  <li><b>Distillates -3.913mm (-2.4mm exp) - biggest draw since March 2021</b></p><p><blockquote><li><b>馏分油-3.913毫米（-2.4毫米exp）-自2021年3月以来的最大吸引力</b></li></blockquote></p><p></li> </ul> Despite a notable build reported by API, official data confirms a modest crude draw of 431k barrels last week with major draws at Cushing and in gasoline and distillates...</p><p><blockquote>尽管API报告了显著的增长，但官方数据证实上周原油产量小幅下降43.1万桶，其中库欣、汽油和馏分油产量大幅下降...</blockquote></p><p> <img src=\"https://static.tigerbbs.com/9a867d4e78eae50da9b5bfa7ee2a808b\" tg-width=\"994\" tg-height=\"566\" width=\"100%\" height=\"auto\"><b>US Distillates inventories are at their lowest since April 2020 and Gasoline stocks at their lowest since Nov 2019.</b></p><p><blockquote><b>美国馏分油库存处于2020年4月以来最低水平，汽油库存处于2019年11月以来最低水平。</b></blockquote></p><p> US Crude production dropped modestly last week and remains below pre-Ida levels...</p><p><blockquote>美国原油产量上周小幅下降，仍低于Ida前的水平……</blockquote></p><p> <img src=\"https://static.tigerbbs.com/d7ef495eba211be9e5b43471e8438f1a\" tg-width=\"994\" tg-height=\"566\" width=\"100%\" height=\"auto\">While crude output remains below pre-Ida levels, drilling activity continues to surge amid rising oil and gas prices. U.S. drillers have deployed an additional 46 rigs over the past six weeks, bringing the Baker Hughes rig count to 543 for the week ended Oct. 15.</p><p><blockquote>虽然原油产量仍低于Ida前的水平，但随着石油和天然气价格的上涨，钻探活动继续激增。过去六周，美国钻探商又部署了46台钻机，使贝克休斯截至10月15日当周的钻机数量达到543台。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/f41bd3e4893bb993faff6227c9691e4c\" tg-width=\"1006\" tg-height=\"745\" width=\"100%\" height=\"auto\">This should support production in the coming months.</p><p><blockquote>这应该会支持未来几个月的生产。</blockquote></p><p> WTI traded down to a $80 handle briefly this morning but rallied up near $82 ahead of the official inventory data and extended gains on the across the board inventory draws..</p><p><blockquote>WTI今早一度跌至80美元，但在官方库存数据公布前反弹至82美元附近，并因全面库存减少而扩大涨幅..</blockquote></p><p> <img src=\"https://static.tigerbbs.com/5530e8de386a0b491462f65655e4ca8e\" tg-width=\"1280\" tg-height=\"698\" width=\"100%\" height=\"auto\">Bloomberg Intelligence Energy Analyst Fernando Valle warns that:</p><p><blockquote>彭博情报能源分析师费尔南多·瓦莱警告说：</blockquote></p><p>   “Negotiations for an infrastructure bill may be a relevant catalyst for long-term support, and we believe that  <b>a protracted standoff could weigh on gasoline- and diesel-consumption expectations for 2022</b>.”  Finally, we noted that Saudi Arabia said any extra oil from the OPEC+ cartel would do little to bring down surging natural-gas prices.</p><p><blockquote>“基础设施法案的谈判可能是长期支持的相关催化剂，我们相信<b>旷日持久的僵局可能会影响2022年汽油和柴油消费预期</b>最后，我们注意到沙特阿拉伯表示，欧佩克+卡特尔提供的任何额外石油都无助于降低飙升的天然气价格。</blockquote></p><p>   “We see our role as extremely limited,” Saudi Energy Minister Prince&nbsp;Abdulaziz bin Salman&nbsp;said during the CERAWeek India Energy Forum on Wednesday.    “The issue is not the availability of crude oil. Even if we made it available in tons and tons, who’s going to burn it? Who is in need of it? And are they in need of crude or in need, for example, of gas?”  <i><b>“The frustration is that I feel oil is being taken for a ride when the real issues are not being attended to,”</b></i>the prince said.</p><p><blockquote>沙特能源部长阿卜杜勒阿齐兹·本·萨勒曼亲王周三在CERAWeek印度能源论坛上表示：“我们认为我们的作用极其有限。”“问题不在于原油的供应。即使我们提供了大量的原油，谁会燃烧它？谁需要它？他们是需要原油还是需要，例如，天然气？”<i><b>“令人沮丧的是，当真正的问题没有得到解决时，我觉得石油正在被利用，”</b></i>王子说道。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.zerohedge.com/energy/wti-spikes-green-after-across-board-inventory-draws?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+zerohedge%2Ffeed+%28zero+hedge+-+on+a+long+enough+timeline%2C+the+survival+rate+for+everyone+drops+to+zero%29\">zerohedge</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":{},"source_url":"https://www.zerohedge.com/energy/wti-spikes-green-after-across-board-inventory-draws?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+zerohedge%2Ffeed+%28zero+hedge+-+on+a+long+enough+timeline%2C+the+survival+rate+for+everyone+drops+to+zero%29","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1173409505","content_text":"Oil prices are lower this morning afterAPI reported a bigger than expected crude build (admittedly offset by considerable draws at Cushing and in products)and China reportedly readies itself to unleash measures aimed at stabilizing its power supplies for the winter.\n\n “The heating season is approaching and the price is still showing a further irrational upward trend,” Reuters quoted the commission as saying.\n\nA Chinese intervention to bring coal prices down could “reverse the fuel switch to oil,”analysts at Commerzbank told Reuters.\n\n “Crude price volatility is here to stay as demand uncertainty remains elevated over the short-term,” said Ed Moya, senior market analyst at Oanda Corp.\n\n\n “There is a lot of noise in all this morning’s headlines, but given the relentless winning streak, oil prices are ripe for significant rounds of profit-taking.”\n\nBut all algo eyes will be on crude stocks to see if the official data confirms the big build from API.\nAPI\n\nCrude +3.294mm (+2.25mm exp)\nCushing -2.5mm - biggest draw since Feb 2021\nGasoline -3.5mm (-2.2mm exp)\nDistillates -3.0mm (-2.4mm exp)\n\nDOE\n\nCrude -431k (+2.25mm exp)\nCushing -2.32mm\nGasoline -5.368mm (-2.2mm exp)\nDistillates -3.913mm (-2.4mm exp) - biggest draw since March 2021\n\nDespite a notable build reported by API, official data confirms a modest crude draw of 431k barrels last week with major draws at Cushing and in gasoline and distillates...\nUS Distillates inventories are at their lowest since April 2020 and Gasoline stocks at their lowest since Nov 2019.\nUS Crude production dropped modestly last week and remains below pre-Ida levels...\nWhile crude output remains below pre-Ida levels, drilling activity continues to surge amid rising oil and gas prices. U.S. drillers have deployed an additional 46 rigs over the past six weeks, bringing the Baker Hughes rig count to 543 for the week ended Oct. 15.\nThis should support production in the coming months.\nWTI traded down to a $80 handle briefly this morning but rallied up near $82 ahead of the official inventory data and extended gains on the across the board inventory draws..\nBloomberg Intelligence Energy Analyst Fernando Valle warns that:\n\n “Negotiations for an infrastructure bill may be a relevant catalyst for long-term support, and we believe that\n a protracted standoff could weigh on gasoline- and diesel-consumption expectations for 2022.”\n\nFinally, we noted that Saudi Arabia said any extra oil from the OPEC+ cartel would do little to bring down surging natural-gas prices.\n\n “We see our role as extremely limited,” Saudi Energy Minister Prince Abdulaziz bin Salman said during the CERAWeek India Energy Forum on Wednesday.\n\n\n “The issue is not the availability of crude oil. Even if we made it available in tons and tons, who’s going to burn it? Who is in need of it? And are they in need of crude or in need, for example, of gas?”\n\n“The frustration is that I feel oil is being taken for a ride when the real issues are not being attended to,”the prince said.","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":473,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":827215153,"gmtCreate":1634477519258,"gmtModify":1634477519556,"author":{"id":"4087109808120260","authorId":"4087109808120260","name":"Tanyl","avatar":"https://static.tigerbbs.com/174329973340cf0f5b68791ee5b08afd","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087109808120260","authorIdStr":"4087109808120260"},"themes":[],"htmlText":"Apple price is not up significant","listText":"Apple price is not up significant","text":"Apple price is not up significant","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/827215153","repostId":"1163053361","repostType":4,"repost":{"id":"1163053361","kind":"news","pubTimestamp":1634310263,"share":"https://www.laohu8.com/m/news/1163053361?lang=zh_CN&edition=full","pubTime":"2021-10-15 23:04","market":"us","language":"en","title":"Apple: International Opportunity Is Huge<blockquote>苹果：国际机遇巨大</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1163053361","media":"Seeking Alpha","summary":"Summary\n\nApple is trading at lower multiples than its peers and the Nasdaq.\nApple is making huge str","content":"<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul>  <li>Apple is trading at lower multiples than its peers and the Nasdaq.</li>  <li>Apple is making huge strides in the European as well as international markets.</li>  <li>As iPhones sell, so will AirPods, Apple Watches, and Apple services such as Music and Arcade.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bdd5b8fd99a0523d96bf052afd8c1b37\" tg-width=\"1536\" tg-height=\"988\" width=\"100%\" height=\"auto\"><span>Nikada/iStock Unreleased via Getty Images</span></p><p><blockquote><ul><li>苹果的市盈率低于同行和纳斯达克。</li><li>苹果在欧洲和国际市场上都取得了巨大的进步。</li><li>随着iPhone的销售，AirPods、苹果手表以及音乐和街机等苹果服务也将随之销售。</li></ul><p class=\"t-img-caption\"><span>Nikada/iStock未通过Getty Images发布</span></p></blockquote></p><p> <b>Thesis</b></p><p><blockquote><b>论文</b></blockquote></p><p> Apple (AAPL) is the largest company in the world by market cap. While large-cap stocks like Apple are usually close to fair value, Apple makes a compelling case. Arguably the best investor of all time, Warren Buffet has invested over 40% of Berkshire Hathaway's (BRK.A)(BRK.B)&nbsp;portfolio in Apple stock. So I decided that there must be some value proposition here. After a throughout look, I came to the same conclusion as Warren Buffet. Apple stock is an excellent buy.</p><p><blockquote>苹果（AAPL）是全球市值最大的公司。虽然像苹果这样的大盘股通常接近公允价值，但苹果提出了令人信服的理由。沃伦·巴菲特可以说是有史以来最好的投资者，他将伯克希尔·哈撒韦公司(BRK.A)(BRK.B)投资组合的40%以上投资于苹果股票。所以我决定这里一定有一些价值主张。看了一遍之后，我得出了和沃伦·巴菲特一样的结论。苹果股票非常值得买入。</blockquote></p><p> Apple's potential on a global scale has not been adequately factored into the share price.</p><p><blockquote>苹果在全球范围内的潜力尚未充分纳入股价。</blockquote></p><p> <b>Current Valuation</b></p><p><blockquote><b>当前估值</b></blockquote></p><p> To understand if something is undervalued, we first need to understand its current valuation. To do so, I will briefly compare it to some similar stocks in both PE and P/FCF.</p><p><blockquote>要了解某样东西是否被低估，我们首先需要了解它当前的估值。为此，我将将其与PE和P/FCF方面的一些类似股票进行简要比较。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e3ac38cd59cd1890bbbab0bc6c0dee9d\" tg-width=\"635\" tg-height=\"515\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据来自YCharts</span></p></blockquote></p><p> As you can see, Apple is valued at lower PE and P/FCF multiples than similar companies Microsoft (MSFT) and Alphabet (GOOGL). It is also trading at a lower PE ratio than the Nasdaq index (29.25).</p><p><blockquote>正如您所看到的，苹果的市盈率和市盈率/自由现金流倍数低于类似公司微软（MSFT）和Alphabet（GOOGL）。它的市盈率也低于纳斯达克指数（29.25）。</blockquote></p><p> This establishes that Apple is not being valued at a premium to reflect the massive opportunity they have with international expansion.</p><p><blockquote>这表明苹果的估值并没有反映出他们在国际扩张中拥有的巨大机会。</blockquote></p><p> <b>Apple In The US</b></p><p><blockquote><b>美国的苹果</b></blockquote></p><p> If you are like me and from America, it may seem like everyone that wants an iPhone has one. There is a good chance you are even reading this article on Apple's signature OLED screen.</p><p><blockquote>如果你像我一样来自美国，似乎每个想要iPhone的人都有一部。很有可能你正在苹果标志性的有机发光二极管屏幕上阅读这篇文章。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9e50a9091d291ea4b8efb3d37d00ad68\" tg-width=\"640\" tg-height=\"357\" width=\"100%\" height=\"auto\"><span>Source: Statista</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：斯塔蒂斯塔</span></p></blockquote></p><p> Apple's market share in the US has been growing by low single-digit percentages since 2015 and currently has a US market share of just under 50% in 2021.</p><p><blockquote>自2015年以来，苹果在美国的市场份额一直以低个位数百分比增长，目前2021年美国市场份额略低于50%。</blockquote></p><p> I see no real reason that this will change significantly. Like I mentioned above, most people that want an iPhone already own one. When dealing with such a high market share, it is hard to grow, at least substantially.</p><p><blockquote>我看不出这种情况会发生重大变化的真正原因。就像我上面提到的，大多数想要iPhone的人已经拥有了一部。在处理如此高的市场份额时，很难增长，至少很难大幅增长。</blockquote></p><p> While I will not discuss this point in-depth, it is worth noting that in 2020, only about&nbsp;50% of their revenue came from iPhone, and there is considerable room to grow in their accessories and wearables, even in the US.</p><p><blockquote>虽然我不会深入讨论这一点，但值得注意的是，在2020年，他们只有约50%的收入来自iPhone，即使在美国，他们的配件和可穿戴设备也有相当大的增长空间。</blockquote></p><p> <b>The International Market</b></p><p><blockquote><b>国际市场</b></blockquote></p><p> This is where I see a massive opportunity for Apple. They are already on their way to growing their global market share.</p><p><blockquote>这是我看到苹果巨大机会的地方。他们已经在扩大全球市场份额。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/458c0f8e1a5cec6bdd874c1d7f9de7df\" tg-width=\"640\" tg-height=\"449\" width=\"100%\" height=\"auto\"><span>Source: Statcounter</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：Statcounter</span></p></blockquote></p><p> Over the last 5 years, AAPL's global market share has gone from the high teens/low twenties to over 25%. Apple is also close to overtaking Samsung as the worldwide market share leader, and at current rates, it appears the overtake will happen sometime in the next twelve months.</p><p><blockquote>在过去的5年里，AAPL的全球市场份额已经从十几岁/二十多岁上升到25%以上。苹果也接近超越三星成为全球市场份额的领导者，按照目前的速度，这种超越似乎将在未来12个月的某个时候发生。</blockquote></p><p> The upward trend is seen again in Europe. Here is AAPL's European market share over the past 5 years.</p><p><blockquote>欧洲再次出现上升趋势。以下是AAPL过去5年的欧洲市场份额。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/581ba5b6950f54cb812ad7a9d0e4960e\" tg-width=\"640\" tg-height=\"450\" width=\"100%\" height=\"auto\"><span>Source: Statcounter</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：Statcounter</span></p></blockquote></p><p> In this case, Apple just recently took over Samsung as the leading European smartphone vendor. With a population of around&nbsp;741 million people, nearly&nbsp;2x the population of the United States, taking the majority share of the smartphone market in Europe is huge.</p><p><blockquote>在这种情况下，苹果最近刚刚取代三星成为欧洲领先的智能手机供应商。欧洲拥有约7.41亿人口，几乎是美国人口的2倍，占据欧洲智能手机市场的大部分份额是巨大的。</blockquote></p><p> <b>What does that mean?</b></p><p><blockquote><b>那是什么意思？</b></blockquote></p><p> This is just the beginning, at least from a sales standpoint. Despite controlling the majority share in one of the largest continents, Apple only generated about 1/4 of its total revenue from Europe.</p><p><blockquote>这只是一个开始，至少从销售的角度来看是这样。尽管控制着最大大陆之一的大部分份额，但苹果仅从欧洲获得了约1/4的总收入。</blockquote></p><p> One of the things that makes Apple such a strong company is that their iPhones are essentially a \"gateway product.\" Once you have an iPhone, you are compelled to purchase AirPods and an Apple Watch as physical accessories. Apple also offers iCloud photo storage, Apple Music, Apple TV, and Apple Arcade, to name a few.</p><p><blockquote>苹果成为一家如此强大的公司的原因之一是，他们的iPhone本质上是一种“门户产品”。一旦你有了iPhone，你就被迫购买AirPods和苹果手表作为物理配件。苹果还提供iCloud照片存储、苹果音乐、苹果电视和苹果街机等等。</blockquote></p><p> The proliferation of the iPhone on a global scale opens the door for Apple with its massive product line. Investors should look behind the numbers and realize the true scope of the opportunity that lies within growing iPhone sales.</p><p><blockquote>iPhone在全球范围内的普及为苹果庞大的产品线打开了大门。投资者应该关注数字背后，认识到iPhone销量增长中蕴藏的真正机会范围。</blockquote></p><p> <b>Conclusion</b></p><p><blockquote><b>结论</b></blockquote></p><p></p><p> Apple's relative undervaluation compared to competitors, as well as massive strides in international markets, makes it an appealing investment. As iPhone sales continue to grow, accessories will be quick to follow. Apple is past the stages where you will see 100% growth in a relatively short timeline. This is a stock that you buy and hold for years, and if you are smart, sell covered calls along the way.</p><p><blockquote>与竞争对手相比，苹果的估值相对被低估，以及在国际市场上的巨大进步，使其成为一项有吸引力的投资。随着iPhone销量的持续增长，配件也会迅速跟进。苹果已经过了在相对较短的时间内看到100%增长的阶段。这是一只您购买并持有多年的股票，如果您聪明的话，可以在此过程中出售担保评级。</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: International Opportunity Is Huge<blockquote>苹果：国际机遇巨大</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: International Opportunity Is Huge<blockquote>苹果：国际机遇巨大</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Seeking Alpha</strong><span class=\"h-time small\">2021-10-15 23:04</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 trading at lower multiples than its peers and the Nasdaq.</li>  <li>Apple is making huge strides in the European as well as international markets.</li>  <li>As iPhones sell, so will AirPods, Apple Watches, and Apple services such as Music and Arcade.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bdd5b8fd99a0523d96bf052afd8c1b37\" tg-width=\"1536\" tg-height=\"988\" width=\"100%\" height=\"auto\"><span>Nikada/iStock Unreleased via Getty Images</span></p><p><blockquote><ul><li>苹果的市盈率低于同行和纳斯达克。</li><li>苹果在欧洲和国际市场上都取得了巨大的进步。</li><li>随着iPhone的销售，AirPods、苹果手表以及音乐和街机等苹果服务也将随之销售。</li></ul><p class=\"t-img-caption\"><span>Nikada/iStock未通过Getty Images发布</span></p></blockquote></p><p> <b>Thesis</b></p><p><blockquote><b>论文</b></blockquote></p><p> Apple (AAPL) is the largest company in the world by market cap. While large-cap stocks like Apple are usually close to fair value, Apple makes a compelling case. Arguably the best investor of all time, Warren Buffet has invested over 40% of Berkshire Hathaway's (BRK.A)(BRK.B)&nbsp;portfolio in Apple stock. So I decided that there must be some value proposition here. After a throughout look, I came to the same conclusion as Warren Buffet. Apple stock is an excellent buy.</p><p><blockquote>苹果（AAPL）是全球市值最大的公司。虽然像苹果这样的大盘股通常接近公允价值，但苹果提出了令人信服的理由。沃伦·巴菲特可以说是有史以来最好的投资者，他将伯克希尔·哈撒韦公司(BRK.A)(BRK.B)投资组合的40%以上投资于苹果股票。所以我决定这里一定有一些价值主张。看了一遍之后，我得出了和沃伦·巴菲特一样的结论。苹果股票非常值得买入。</blockquote></p><p> Apple's potential on a global scale has not been adequately factored into the share price.</p><p><blockquote>苹果在全球范围内的潜力尚未充分纳入股价。</blockquote></p><p> <b>Current Valuation</b></p><p><blockquote><b>当前估值</b></blockquote></p><p> To understand if something is undervalued, we first need to understand its current valuation. To do so, I will briefly compare it to some similar stocks in both PE and P/FCF.</p><p><blockquote>要了解某样东西是否被低估，我们首先需要了解它当前的估值。为此，我将将其与PE和P/FCF方面的一些类似股票进行简要比较。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e3ac38cd59cd1890bbbab0bc6c0dee9d\" tg-width=\"635\" tg-height=\"515\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据来自YCharts</span></p></blockquote></p><p> As you can see, Apple is valued at lower PE and P/FCF multiples than similar companies Microsoft (MSFT) and Alphabet (GOOGL). It is also trading at a lower PE ratio than the Nasdaq index (29.25).</p><p><blockquote>正如您所看到的，苹果的市盈率和市盈率/自由现金流倍数低于类似公司微软（MSFT）和Alphabet（GOOGL）。它的市盈率也低于纳斯达克指数（29.25）。</blockquote></p><p> This establishes that Apple is not being valued at a premium to reflect the massive opportunity they have with international expansion.</p><p><blockquote>这表明苹果的估值并没有反映出他们在国际扩张中拥有的巨大机会。</blockquote></p><p> <b>Apple In The US</b></p><p><blockquote><b>美国的苹果</b></blockquote></p><p> If you are like me and from America, it may seem like everyone that wants an iPhone has one. There is a good chance you are even reading this article on Apple's signature OLED screen.</p><p><blockquote>如果你像我一样来自美国，似乎每个想要iPhone的人都有一部。很有可能你正在苹果标志性的有机发光二极管屏幕上阅读这篇文章。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9e50a9091d291ea4b8efb3d37d00ad68\" tg-width=\"640\" tg-height=\"357\" width=\"100%\" height=\"auto\"><span>Source: Statista</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：斯塔蒂斯塔</span></p></blockquote></p><p> Apple's market share in the US has been growing by low single-digit percentages since 2015 and currently has a US market share of just under 50% in 2021.</p><p><blockquote>自2015年以来，苹果在美国的市场份额一直以低个位数百分比增长，目前2021年美国市场份额略低于50%。</blockquote></p><p> I see no real reason that this will change significantly. Like I mentioned above, most people that want an iPhone already own one. When dealing with such a high market share, it is hard to grow, at least substantially.</p><p><blockquote>我看不出这种情况会发生重大变化的真正原因。就像我上面提到的，大多数想要iPhone的人已经拥有了一部。在处理如此高的市场份额时，很难增长，至少很难大幅增长。</blockquote></p><p> While I will not discuss this point in-depth, it is worth noting that in 2020, only about&nbsp;50% of their revenue came from iPhone, and there is considerable room to grow in their accessories and wearables, even in the US.</p><p><blockquote>虽然我不会深入讨论这一点，但值得注意的是，在2020年，他们只有约50%的收入来自iPhone，即使在美国，他们的配件和可穿戴设备也有相当大的增长空间。</blockquote></p><p> <b>The International Market</b></p><p><blockquote><b>国际市场</b></blockquote></p><p> This is where I see a massive opportunity for Apple. They are already on their way to growing their global market share.</p><p><blockquote>这是我看到苹果巨大机会的地方。他们已经在扩大全球市场份额。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/458c0f8e1a5cec6bdd874c1d7f9de7df\" tg-width=\"640\" tg-height=\"449\" width=\"100%\" height=\"auto\"><span>Source: Statcounter</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：Statcounter</span></p></blockquote></p><p> Over the last 5 years, AAPL's global market share has gone from the high teens/low twenties to over 25%. Apple is also close to overtaking Samsung as the worldwide market share leader, and at current rates, it appears the overtake will happen sometime in the next twelve months.</p><p><blockquote>在过去的5年里，AAPL的全球市场份额已经从十几岁/二十多岁上升到25%以上。苹果也接近超越三星成为全球市场份额的领导者，按照目前的速度，这种超越似乎将在未来12个月的某个时候发生。</blockquote></p><p> The upward trend is seen again in Europe. Here is AAPL's European market share over the past 5 years.</p><p><blockquote>欧洲再次出现上升趋势。以下是AAPL过去5年的欧洲市场份额。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/581ba5b6950f54cb812ad7a9d0e4960e\" tg-width=\"640\" tg-height=\"450\" width=\"100%\" height=\"auto\"><span>Source: Statcounter</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：Statcounter</span></p></blockquote></p><p> In this case, Apple just recently took over Samsung as the leading European smartphone vendor. With a population of around&nbsp;741 million people, nearly&nbsp;2x the population of the United States, taking the majority share of the smartphone market in Europe is huge.</p><p><blockquote>在这种情况下，苹果最近刚刚取代三星成为欧洲领先的智能手机供应商。欧洲拥有约7.41亿人口，几乎是美国人口的2倍，占据欧洲智能手机市场的大部分份额是巨大的。</blockquote></p><p> <b>What does that mean?</b></p><p><blockquote><b>那是什么意思？</b></blockquote></p><p> This is just the beginning, at least from a sales standpoint. Despite controlling the majority share in one of the largest continents, Apple only generated about 1/4 of its total revenue from Europe.</p><p><blockquote>这只是一个开始，至少从销售的角度来看是这样。尽管控制着最大大陆之一的大部分份额，但苹果仅从欧洲获得了约1/4的总收入。</blockquote></p><p> One of the things that makes Apple such a strong company is that their iPhones are essentially a \"gateway product.\" Once you have an iPhone, you are compelled to purchase AirPods and an Apple Watch as physical accessories. Apple also offers iCloud photo storage, Apple Music, Apple TV, and Apple Arcade, to name a few.</p><p><blockquote>苹果成为一家如此强大的公司的原因之一是，他们的iPhone本质上是一种“门户产品”。一旦你有了iPhone，你就被迫购买AirPods和苹果手表作为物理配件。苹果还提供iCloud照片存储、苹果音乐、苹果电视和苹果街机等等。</blockquote></p><p> The proliferation of the iPhone on a global scale opens the door for Apple with its massive product line. Investors should look behind the numbers and realize the true scope of the opportunity that lies within growing iPhone sales.</p><p><blockquote>iPhone在全球范围内的普及为苹果庞大的产品线打开了大门。投资者应该关注数字背后，认识到iPhone销量增长中蕴藏的真正机会范围。</blockquote></p><p> <b>Conclusion</b></p><p><blockquote><b>结论</b></blockquote></p><p></p><p> Apple's relative undervaluation compared to competitors, as well as massive strides in international markets, makes it an appealing investment. As iPhone sales continue to grow, accessories will be quick to follow. Apple is past the stages where you will see 100% growth in a relatively short timeline. This is a stock that you buy and hold for years, and if you are smart, sell covered calls along the way.</p><p><blockquote>与竞争对手相比，苹果的估值相对被低估，以及在国际市场上的巨大进步，使其成为一项有吸引力的投资。随着iPhone销量的持续增长，配件也会迅速跟进。苹果已经过了在相对较短的时间内看到100%增长的阶段。这是一只您购买并持有多年的股票，如果您聪明的话，可以在此过程中出售担保评级。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/article/4459836-apple-international-opportunity-is-huge\">Seeking Alpha</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"},"source_url":"https://seekingalpha.com/article/4459836-apple-international-opportunity-is-huge","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1163053361","content_text":"Summary\n\nApple is trading at lower multiples than its peers and the Nasdaq.\nApple is making huge strides in the European as well as international markets.\nAs iPhones sell, so will AirPods, Apple Watches, and Apple services such as Music and Arcade.\n\nNikada/iStock Unreleased via Getty Images\nThesis\nApple (AAPL) is the largest company in the world by market cap. While large-cap stocks like Apple are usually close to fair value, Apple makes a compelling case. Arguably the best investor of all time, Warren Buffet has invested over 40% of Berkshire Hathaway's (BRK.A)(BRK.B) portfolio in Apple stock. So I decided that there must be some value proposition here. After a throughout look, I came to the same conclusion as Warren Buffet. Apple stock is an excellent buy.\nApple's potential on a global scale has not been adequately factored into the share price.\nCurrent Valuation\nTo understand if something is undervalued, we first need to understand its current valuation. To do so, I will briefly compare it to some similar stocks in both PE and P/FCF.\nData by YCharts\nAs you can see, Apple is valued at lower PE and P/FCF multiples than similar companies Microsoft (MSFT) and Alphabet (GOOGL). It is also trading at a lower PE ratio than the Nasdaq index (29.25).\nThis establishes that Apple is not being valued at a premium to reflect the massive opportunity they have with international expansion.\nApple In The US\nIf you are like me and from America, it may seem like everyone that wants an iPhone has one. There is a good chance you are even reading this article on Apple's signature OLED screen.\nSource: Statista\nApple's market share in the US has been growing by low single-digit percentages since 2015 and currently has a US market share of just under 50% in 2021.\nI see no real reason that this will change significantly. Like I mentioned above, most people that want an iPhone already own one. When dealing with such a high market share, it is hard to grow, at least substantially.\nWhile I will not discuss this point in-depth, it is worth noting that in 2020, only about 50% of their revenue came from iPhone, and there is considerable room to grow in their accessories and wearables, even in the US.\nThe International Market\nThis is where I see a massive opportunity for Apple. They are already on their way to growing their global market share.\nSource: Statcounter\nOver the last 5 years, AAPL's global market share has gone from the high teens/low twenties to over 25%. Apple is also close to overtaking Samsung as the worldwide market share leader, and at current rates, it appears the overtake will happen sometime in the next twelve months.\nThe upward trend is seen again in Europe. Here is AAPL's European market share over the past 5 years.\nSource: Statcounter\nIn this case, Apple just recently took over Samsung as the leading European smartphone vendor. With a population of around 741 million people, nearly 2x the population of the United States, taking the majority share of the smartphone market in Europe is huge.\nWhat does that mean?\nThis is just the beginning, at least from a sales standpoint. Despite controlling the majority share in one of the largest continents, Apple only generated about 1/4 of its total revenue from Europe.\nOne of the things that makes Apple such a strong company is that their iPhones are essentially a \"gateway product.\" Once you have an iPhone, you are compelled to purchase AirPods and an Apple Watch as physical accessories. Apple also offers iCloud photo storage, Apple Music, Apple TV, and Apple Arcade, to name a few.\nThe proliferation of the iPhone on a global scale opens the door for Apple with its massive product line. Investors should look behind the numbers and realize the true scope of the opportunity that lies within growing iPhone sales.\nConclusion\nApple's relative undervaluation compared to competitors, as well as massive strides in international markets, makes it an appealing investment. As iPhone sales continue to grow, accessories will be quick to follow. Apple is past the stages where you will see 100% growth in a relatively short timeline. This is a stock that you buy and hold for years, and if you are smart, sell covered calls along the way.","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":558,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":867962826,"gmtCreate":1633188439905,"gmtModify":1633188440128,"author":{"id":"4087109808120260","authorId":"4087109808120260","name":"Tanyl","avatar":"https://static.tigerbbs.com/174329973340cf0f5b68791ee5b08afd","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087109808120260","authorIdStr":"4087109808120260"},"themes":[],"htmlText":"I invest Apple share, follow Warren Bullet","listText":"I invest Apple share, follow Warren Bullet","text":"I invest Apple share, follow Warren Bullet","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/867962826","repostId":"2172618769","repostType":4,"isVote":1,"tweetType":1,"viewCount":530,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}