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2021-10-14

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2021-10-14

2021-07-28

Great share

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2021-07-27

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Why These 3 Microsoft Analysts Are Bullish Ahead Of Q4 Results<blockquote>为什么这三位微软分析师在第四季度业绩公布前看好</blockquote>

2021-07-27

Nice

Hershey Earnings: What to Watch<blockquote>好时盈利：值得关注</blockquote>

2021-07-27

Great

AMD Reports Earnings Tuesday. It’s All About the Data Center.<blockquote>AMD周二公布财报。这一切都与数据中心有关。</blockquote>

2021-07-27

Good

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2021-07-27

Great

Goldman Sachs slashes US economic growth forecast over weaker spending on services<blockquote>高盛因服务业支出疲软下调美国经济增长预期</blockquote>

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share","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/803671161","repostId":"2154914904","repostType":4,"isVote":1,"tweetType":1,"viewCount":974,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":809828176,"gmtCreate":1627359276995,"gmtModify":1633765735464,"author":{"id":"4090421679914750","authorId":"4090421679914750","name":"benni","avatar":"https://static.tigerbbs.com/756c1b0760ed3ba99b7fda1a30ee4cdd","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090421679914750","idStr":"4090421679914750"},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/809828176","repostId":"2154966721","repostType":4,"repost":{"id":"2154966721","kind":"highlight","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1627355035,"share":"https://www.laohu8.com/m/news/2154966721?lang=zh_CN&edition=full","pubTime":"2021-07-27 11:03","market":"us","language":"en","title":"Why These 3 Microsoft Analysts Are Bullish Ahead Of Q4 Results<blockquote>为什么这三位微软分析师在第四季度业绩公布前看好</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2154966721","media":"Benzinga","summary":"Microsoft Corp. (NASDAQ: MSFT) is set to report fourth-quarter earnings following the market close on Tuesday, July 27. In anticipation of this earnings call, analysts at Citi, KeyBanc and Wedbush Securities have provided insight into the company’s market positioning.","content":"<p><b>Microsoft Corp. </b>(NASDAQ:MSFT) is set to report&nbsp;fourth-quarter earnings following the market close on Tuesday, July 27. In anticipation of this earnings call, analysts at Citi, KeyBanc&nbsp;and Wedbush Securities have provided insight into the company’s market positioning.</p><p><blockquote><b>微软公司。</b>（纳斯达克股票代码：MSFT）将于7月27日星期二收盘后公布第四季度收益。为了应对这一盈利看涨期权，花旗、KeyBanc和Wedbush Securities的分析师提供了对该公司市场定位的见解。</blockquote></p><p> The consensus estimates project fourth-quarter EPS of&nbsp;$1.90 and revenue of&nbsp;$44.1&nbsp;billion.</p><p><blockquote>市场普遍预计第四季度每股收益为1.90美元，营收为441亿美元。</blockquote></p><p> <h3>Citi's Take On Microsoft</h3> “Recovering IT budgets, an uptick in expected reseller growth, signs of reacceleration in consumption models and slightly higher PC numbers vs. 3 months ago” have helped analyst Tyler Radke maintain a positive outlook for Microsoft’s fourth-quarter earnings. The analyst did not provide an exact EPS estimate.</p><p><blockquote><h3>花旗对微软的看法</h3>“IT预算的恢复、经销商预期增长的上升、消费模式重新加速的迹象以及PC数量较3个月前略有增加”帮助分析师泰勒·拉德克(Tyler Radke)维持了对微软第四季度盈利的积极前景。该分析师没有提供确切的每股收益估计。</blockquote></p><p> Longer-term, Microsoft remains Citi’s top large-cap play among North American application software, systems software, and interactive home entertainment stocks, the analyst said in a note.</p><p><blockquote>该分析师在一份报告中表示，从长远来看，微软仍然是花旗在北美应用软件、系统软件和互动家庭娱乐股票中排名第一的大盘股。</blockquote></p><p> The analyst maintained a Buy rating and raised the&nbsp;price target from $310 to $378.</p><p><blockquote>该分析师维持买入评级，并将目标价从310美元上调至378美元。</blockquote></p><p> <h3>KeyBanc's Take On Microsoft</h3> Microsoft is becoming increasingly strategically important in the realm of security, cloud migration&nbsp;and digital transformation, said KeyBanc's managing director and senior analyst of enterprise software Michael Turits.</p><p><blockquote><h3>KeyBanc对微软的看法</h3>KeyBanc董事总经理兼企业软件高级分析师Michael Turits表示，微软在安全、云迁移和数字化转型领域变得越来越重要。</blockquote></p><p> According to a survey of IT value-added resellers (VAR), security, Office 365&nbsp;and Azure are the top areas of spending as the world ushers in an enterprise shift to greater adoption of digital technologies, said the analyst.</p><p><blockquote>这位分析师表示，根据对IT增值经销商（VAR）的一项调查，随着世界迎来企业向更多采用数字技术的转变，安全、Office 365和Azure是最大的支出领域。</blockquote></p><p> The VAR survey additionally highlighted that Microsoft’s products rank highly against competitors, from dev-ops solutions such as GitHub to cloud solutions with Azure to security offerings,&nbsp;which surpassed Okta/Auth0, he said.</p><p><blockquote>他说，VAR调查还强调，微软的产品在竞争对手中排名很高，从GitHub等开发运营解决方案到Azure的云解决方案，再到安全产品，这些产品都超过了Okta/Auth0。</blockquote></p><p> The analyst reiterated an Overweight rating and increased the&nbsp;price target from $305 to $330.</p><p><blockquote>该分析师重申了跑赢大盘评级，并将目标价从305美元上调至330美元。</blockquote></p><p> <h3>Wedbush's Take On Microsoft</h3> Analyst Daniel Ives is expecting a “beat and raise” from Microsoft on&nbsp;earnings and guidance Tuesday.</p><p><blockquote><h3>韦德布什对微软的看法</h3>分析师Daniel Ives预计微软周二的盈利和指引将“超越并加薪”。</blockquote></p><p> Azure deal sizes are “increasing markedly,” driven by an acceleration in enterprise-wide digital transformations to cloud architecture, said the analyst.</p><p><blockquote>这位分析师表示，在企业范围内向云架构数字化转型加速的推动下，Azure交易规模正在“显着增加”。</blockquote></p><p> Azure is in its early stages of the roll-out, penetrating only 35% of Microsoft’s installed base, he said. Microsoft’s Office 365 transition should continue to provide tailwinds in enterprise Azure adoption, said Ives.</p><p><blockquote>他表示，Azure正处于推出的早期阶段，仅渗透到微软35%的安装基础。Ives表示，微软的Office 365过渡应该会继续推动企业Azure的采用。</blockquote></p><p> Digital transformation has an estimated $1 trillion total addressable market, and Microsoft is incredibly well-positioned to deploy Azure and Office 365 as the backbone of cloud enterprise solutions, said the Wedbush analyst.</p><p><blockquote>Wedbush分析师表示，数字化转型的潜在市场总额估计为1万亿美元，微软在部署Azure和Office 365作为云企业解决方案的支柱方面处于非常有利的地位。</blockquote></p><p> Looking ahead, Wedbush maintains its Outperform rating on Microsoft with a $325 price target, mainly due to a growing cloud transformation story fueled by a currently large Microsoft software installed base.</p><p><blockquote>展望未来，Wedbush维持对微软跑赢大盘的评级，目标价为325美元，这主要是由于目前庞大的微软软件安装基础推动了云转型故事的不断增长。</blockquote></p><p> <b>MSFT Price Action: </b>Microsoft was trading down 0.43% to $288.43 at last check Monday.</p><p><blockquote><b>MSFT价格走势：</b>周一最后一次检查时，微软股价下跌0.43%，至288.43美元。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why These 3 Microsoft Analysts Are Bullish Ahead Of Q4 Results<blockquote>为什么这三位微软分析师在第四季度业绩公布前看好</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\">\nWhy These 3 Microsoft Analysts Are Bullish Ahead Of Q4 Results<blockquote>为什么这三位微软分析师在第四季度业绩公布前看好</blockquote>\n</h2>\n<h4 class=\"meta\">\n<div class=\"head\" \">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time smaller\">2021-07-27 11:03</p>\n</div>\n</div>\n</h4>\n</header>\n<article>\n<p><b>Microsoft Corp. </b>(NASDAQ:MSFT) is set to report&nbsp;fourth-quarter earnings following the market close on Tuesday, July 27. In anticipation of this earnings call, analysts at Citi, KeyBanc&nbsp;and Wedbush Securities have provided insight into the company’s market positioning.</p><p><blockquote><b>微软公司。</b>（纳斯达克股票代码：MSFT）将于7月27日星期二收盘后公布第四季度收益。为了应对这一盈利看涨期权，花旗、KeyBanc和Wedbush Securities的分析师提供了对该公司市场定位的见解。</blockquote></p><p> The consensus estimates project fourth-quarter EPS of&nbsp;$1.90 and revenue of&nbsp;$44.1&nbsp;billion.</p><p><blockquote>市场普遍预计第四季度每股收益为1.90美元，营收为441亿美元。</blockquote></p><p> <h3>Citi's Take On Microsoft</h3> “Recovering IT budgets, an uptick in expected reseller growth, signs of reacceleration in consumption models and slightly higher PC numbers vs. 3 months ago” have helped analyst Tyler Radke maintain a positive outlook for Microsoft’s fourth-quarter earnings. The analyst did not provide an exact EPS estimate.</p><p><blockquote><h3>花旗对微软的看法</h3>“IT预算的恢复、经销商预期增长的上升、消费模式重新加速的迹象以及PC数量较3个月前略有增加”帮助分析师泰勒·拉德克(Tyler Radke)维持了对微软第四季度盈利的积极前景。该分析师没有提供确切的每股收益估计。</blockquote></p><p> Longer-term, Microsoft remains Citi’s top large-cap play among North American application software, systems software, and interactive home entertainment stocks, the analyst said in a note.</p><p><blockquote>该分析师在一份报告中表示，从长远来看，微软仍然是花旗在北美应用软件、系统软件和互动家庭娱乐股票中排名第一的大盘股。</blockquote></p><p> The analyst maintained a Buy rating and raised the&nbsp;price target from $310 to $378.</p><p><blockquote>该分析师维持买入评级，并将目标价从310美元上调至378美元。</blockquote></p><p> <h3>KeyBanc's Take On Microsoft</h3> Microsoft is becoming increasingly strategically important in the realm of security, cloud migration&nbsp;and digital transformation, said KeyBanc's managing director and senior analyst of enterprise software Michael Turits.</p><p><blockquote><h3>KeyBanc对微软的看法</h3>KeyBanc董事总经理兼企业软件高级分析师Michael Turits表示，微软在安全、云迁移和数字化转型领域变得越来越重要。</blockquote></p><p> According to a survey of IT value-added resellers (VAR), security, Office 365&nbsp;and Azure are the top areas of spending as the world ushers in an enterprise shift to greater adoption of digital technologies, said the analyst.</p><p><blockquote>这位分析师表示，根据对IT增值经销商（VAR）的一项调查，随着世界迎来企业向更多采用数字技术的转变，安全、Office 365和Azure是最大的支出领域。</blockquote></p><p> The VAR survey additionally highlighted that Microsoft’s products rank highly against competitors, from dev-ops solutions such as GitHub to cloud solutions with Azure to security offerings,&nbsp;which surpassed Okta/Auth0, he said.</p><p><blockquote>他说，VAR调查还强调，微软的产品在竞争对手中排名很高，从GitHub等开发运营解决方案到Azure的云解决方案，再到安全产品，这些产品都超过了Okta/Auth0。</blockquote></p><p> The analyst reiterated an Overweight rating and increased the&nbsp;price target from $305 to $330.</p><p><blockquote>该分析师重申了跑赢大盘评级，并将目标价从305美元上调至330美元。</blockquote></p><p> <h3>Wedbush's Take On Microsoft</h3> Analyst Daniel Ives is expecting a “beat and raise” from Microsoft on&nbsp;earnings and guidance Tuesday.</p><p><blockquote><h3>韦德布什对微软的看法</h3>分析师Daniel Ives预计微软周二的盈利和指引将“超越并加薪”。</blockquote></p><p> Azure deal sizes are “increasing markedly,” driven by an acceleration in enterprise-wide digital transformations to cloud architecture, said the analyst.</p><p><blockquote>这位分析师表示，在企业范围内向云架构数字化转型加速的推动下，Azure交易规模正在“显着增加”。</blockquote></p><p> Azure is in its early stages of the roll-out, penetrating only 35% of Microsoft’s installed base, he said. Microsoft’s Office 365 transition should continue to provide tailwinds in enterprise Azure adoption, said Ives.</p><p><blockquote>他表示，Azure正处于推出的早期阶段，仅渗透到微软35%的安装基础。Ives表示，微软的Office 365过渡应该会继续推动企业Azure的采用。</blockquote></p><p> Digital transformation has an estimated $1 trillion total addressable market, and Microsoft is incredibly well-positioned to deploy Azure and Office 365 as the backbone of cloud enterprise solutions, said the Wedbush analyst.</p><p><blockquote>Wedbush分析师表示，数字化转型的潜在市场总额估计为1万亿美元，微软在部署Azure和Office 365作为云企业解决方案的支柱方面处于非常有利的地位。</blockquote></p><p> Looking ahead, Wedbush maintains its Outperform rating on Microsoft with a $325 price target, mainly due to a growing cloud transformation story fueled by a currently large Microsoft software installed base.</p><p><blockquote>展望未来，Wedbush维持对微软跑赢大盘的评级，目标价为325美元，这主要是由于目前庞大的微软软件安装基础推动了云转型故事的不断增长。</blockquote></p><p> <b>MSFT Price Action: </b>Microsoft was trading down 0.43% to $288.43 at last check Monday.</p><p><blockquote><b>MSFT价格走势：</b>周一最后一次检查时，微软股价下跌0.43%，至288.43美元。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MSFT":"微软","03086":"华夏纳指","09086":"华夏纳指-U"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2154966721","content_text":"Microsoft Corp. (NASDAQ:MSFT) is set to report fourth-quarter earnings following the market close on Tuesday, July 27. In anticipation of this earnings call, analysts at Citi, KeyBanc and Wedbush Securities have provided insight into the company’s market positioning.\nThe consensus estimates project fourth-quarter EPS of $1.90 and revenue of $44.1 billion.\nCiti's Take On Microsoft\n“Recovering IT budgets, an uptick in expected reseller growth, signs of reacceleration in consumption models and slightly higher PC numbers vs. 3 months ago” have helped analyst Tyler Radke maintain a positive outlook for Microsoft’s fourth-quarter earnings. The analyst did not provide an exact EPS estimate.\nLonger-term, Microsoft remains Citi’s top large-cap play among North American application software, systems software, and interactive home entertainment stocks, the analyst said in a note.\nThe analyst maintained a Buy rating and raised the price target from $310 to $378.\nKeyBanc's Take On Microsoft\nMicrosoft is becoming increasingly strategically important in the realm of security, cloud migration and digital transformation, said KeyBanc's managing director and senior analyst of enterprise software Michael Turits.\nAccording to a survey of IT value-added resellers (VAR), security, Office 365 and Azure are the top areas of spending as the world ushers in an enterprise shift to greater adoption of digital technologies, said the analyst.\nThe VAR survey additionally highlighted that Microsoft’s products rank highly against competitors, from dev-ops solutions such as GitHub to cloud solutions with Azure to security offerings, which surpassed Okta/Auth0, he said.\nThe analyst reiterated an Overweight rating and increased the price target from $305 to $330.\nWedbush's Take On Microsoft\nAnalyst Daniel Ives is expecting a “beat and raise” from Microsoft on earnings and guidance Tuesday.\nAzure deal sizes are “increasing markedly,” driven by an acceleration in enterprise-wide digital transformations to cloud architecture, said the analyst.\nAzure is in its early stages of the roll-out, penetrating only 35% of Microsoft’s installed base, he said. Microsoft’s Office 365 transition should continue to provide tailwinds in enterprise Azure adoption, said Ives.\nDigital transformation has an estimated $1 trillion total addressable market, and Microsoft is incredibly well-positioned to deploy Azure and Office 365 as the backbone of cloud enterprise solutions, said the Wedbush analyst.\nLooking ahead, Wedbush maintains its Outperform rating on Microsoft with a $325 price target, mainly due to a growing cloud transformation story fueled by a currently large Microsoft software installed base.\nMSFT Price Action: Microsoft was trading down 0.43% to $288.43 at last check Monday.","news_type":1,"symbols_score_info":{"09086":0.9,"MSFT":0.9,"03086":0.9}},"isVote":1,"tweetType":1,"viewCount":1268,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":809828330,"gmtCreate":1627359260220,"gmtModify":1633765735586,"author":{"id":"4090421679914750","authorId":"4090421679914750","name":"benni","avatar":"https://static.tigerbbs.com/756c1b0760ed3ba99b7fda1a30ee4cdd","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090421679914750","idStr":"4090421679914750"},"themes":[],"htmlText":"Nice&nbsp;","listText":"Nice&nbsp;","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/809828330","repostId":"1124522176","repostType":4,"repost":{"id":"1124522176","kind":"news","pubTimestamp":1627355553,"share":"https://www.laohu8.com/m/news/1124522176?lang=zh_CN&edition=full","pubTime":"2021-07-27 11:12","market":"us","language":"en","title":"Hershey Earnings: What to Watch<blockquote>好时盈利：值得关注</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1124522176","media":"Motley Fool","summary":"Hershey(NYSE:HSY)shareholders are in for a treat. The confectioner is set to announce earnings resul","content":"<p><b>Hershey</b>(NYSE:HSY)shareholders are in for a treat. The confectioner is set to announce earnings results for the second quarter on Thursday, July 29. And if its recent momentum is any guide, that report might include strong sales and earnings growth, along with another upgrade to management's 2021 forecast.</p><p><blockquote><b>赫尔希</b>（纽约证券交易所股票代码：HSY）股东们将享受到一份享受。该糖果制造商将于7月29日星期四公布第二季度盈利结果。如果其最近的势头有任何指导意义的话，该报告可能包括强劲的销售和盈利增长，以及管理层对2021年预测的再次升级。</blockquote></p><p> Let's take a closer look.</p><p><blockquote>让我们仔细看看。</blockquote></p><p> More mobility</p><p><blockquote>更多机动性</blockquote></p><p> There's every reason to expect big sales numbers in Thursday's announcement. Hershey said back in April that its portfolio was resonating with consumers, especially as they increased mobility following the lifting of COVID-19 social distancing efforts. Its baking products continued to sell well through early April, but on-the-go purchases like candies, mints, and gums started booming. Overall organic sales were up 13% last quarter.</p><p><blockquote>有充分的理由期待周四的公告中的大销售数字。好时早在4月份就表示，其产品组合引起了消费者的共鸣，特别是在COVID-19社交距离措施解除后，他们增加了流动性。其烘焙产品在四月初继续畅销，但糖果、薄荷糖和口香糖等移动购买开始蓬勃发展。上季度整体有机销售额增长了13%。</blockquote></p><p> Look for slower, but still impressive, gains on Thursday. Most investors who follow the stock are expecting sales to rise about 5% to $1.8 billion. That performance would keep Hershey near the top of the snack food niche.<b>PepsiCo</b>, for context, just announced a6% boostin its U.S. snack segment through mid-June.</p><p><blockquote>期待周四的涨幅放缓，但仍令人印象深刻。大多数关注该股的投资者预计销售额将增长约5%，达到18亿美元。这一表现将使好时在休闲食品领域保持领先地位。<b>百事可乐</b>就背景而言，该公司刚刚宣布截至6月中旬其美国零食业务增长6%。</blockquote></p><p> Beyond that headline sales figure, watch for Hershey's comments on market share and on the balance between rising sales volumes and prices. Ideally, volume will lead the way higher even as prices increase.</p><p><blockquote>除了总体销售数据之外，请关注好时对市场份额以及销量增长与价格之间平衡的评论。理想情况下，即使价格上涨，成交量也会领先。</blockquote></p><p> Profit check-in</p><p><blockquote>利润签到</blockquote></p><p> Most globalconsumer staplespeers, including PepsiCo, are posting higher margins right now, but Hershey hasn't yet cashed in on that trend. Gross profit dipped slightly in the second quarter, in fact, which held bottom-line profitability in check.</p><p><blockquote>包括百事可乐在内的大多数全球消费必需品公司目前都公布了更高的利润率，但好时尚未从这一趋势中获利。事实上，第二季度毛利润略有下降，这抑制了底线盈利能力。</blockquote></p><p> That situation likely improved in recent months thanks to rising prices and a demand tilt toward higher-margin, on-the-go candies and snacks. Most packaged food peers, from<b>Coca-Cola</b>, to<b>McCormick</b>, are seeing a lift from these shifts. Hershey won't be left out of the party.</p><p><blockquote>由于价格上涨以及需求向利润更高、移动糖果和零食倾斜，这种情况近几个月可能有所改善。大多数包装食品同行，来自<b>可口可乐</b>，到<b>麦考密克</b>，正在从这些转变中看到提升。好时不会被排除在派对之外。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4f8a32471591d4b0092cce99e3766887\" tg-width=\"720\" tg-height=\"482\" referrerpolicy=\"no-referrer\"><span>HSY OPERATING MARGIN (TTM)DATA BYYCHARTS</span></p><p><blockquote><p class=\"t-img-caption\"><span>HSY营业利润率(TTM)数据来自YCharts</span></p></blockquote></p><p> Most investors are looking for earnings to jump to $1.44 per share from $1.31 per share a year ago. But the bigger question is whether Hershey can return to setting record operating margins by late 2021.</p><p><blockquote>大多数投资者预计每股收益将从一年前的每股1.31美元跃升至1.44美元。但更大的问题是好时能否在2021年底前恢复创纪录的营业利润率。</blockquote></p><p> The new outlook</p><p><blockquote>新展望</blockquote></p><p> Heading into this report, CEO Michele Buck and her team's outlook is calling for sales to rise by between 4% and 6% this year, up from their prior forecast of a 2% to 4% uptick. A strong Q2 outing for the business might spur another modest increase to that prediction on Thursday.</p><p><blockquote>在这份报告中，首席执行官米歇尔·巴克(Michele Buck)和她的团队的展望是，今年的销售额将增长4%至6%，高于他们之前预测的2%至4%。该业务第二季度的强劲表现可能会刺激周四这一预测再次小幅上调。</blockquote></p><p> The earnings outlook was also lifted in April and might get another boost this week, especially if consumers don't balk at Hershey's latest round of price increases.</p><p><blockquote>四月份的盈利前景也被上调，本周可能会再次提振，特别是如果消费者不回避好时最新一轮的价格上涨的话。</blockquote></p><p> Looking further out, the company can reasonably target accelerating sales and earnings growth this year following modest increases during the COVID-19 pandemic. Hershey isn't the cheapest or fastest-growing stock in its niche with those kinds of prospects. McCormick and PepsiCo have lower valuations even though they're expanding sales and earnings at a faster clip.</p><p><blockquote>展望未来，在COVID-19大流行期间略有增长后，该公司可以合理地设定今年加速销售和盈利增长的目标。好时并不是具有此类前景的利基市场中最便宜或增长最快的股票。尽管味好美和百事可乐正在以更快的速度扩大销售额和盈利，但它们的估值较低。</blockquote></p><p> But investors still might want to follow Hershey's report this week for signs that the business is on a sustainably stronger path. That's the surest way the company can earn the stock price rally that's seen it outperform most of its rivals over the past year.</p><p><blockquote>但投资者可能仍希望关注好时本周的报告，以寻找该业务正在走上可持续强劲道路的迹象。这是该公司赢得股价上涨的最可靠方式，过去一年该公司的表现优于大多数竞争对手。</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>Hershey Earnings: What to Watch<blockquote>好时盈利：值得关注</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\">\nHershey Earnings: What to Watch<blockquote>好时盈利：值得关注</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Motley Fool</strong><span class=\"h-time small\">2021-07-27 11:12</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b>Hershey</b>(NYSE:HSY)shareholders are in for a treat. The confectioner is set to announce earnings results for the second quarter on Thursday, July 29. And if its recent momentum is any guide, that report might include strong sales and earnings growth, along with another upgrade to management's 2021 forecast.</p><p><blockquote><b>赫尔希</b>（纽约证券交易所股票代码：HSY）股东们将享受到一份享受。该糖果制造商将于7月29日星期四公布第二季度盈利结果。如果其最近的势头有任何指导意义的话，该报告可能包括强劲的销售和盈利增长，以及管理层对2021年预测的再次升级。</blockquote></p><p> Let's take a closer look.</p><p><blockquote>让我们仔细看看。</blockquote></p><p> More mobility</p><p><blockquote>更多机动性</blockquote></p><p> There's every reason to expect big sales numbers in Thursday's announcement. Hershey said back in April that its portfolio was resonating with consumers, especially as they increased mobility following the lifting of COVID-19 social distancing efforts. Its baking products continued to sell well through early April, but on-the-go purchases like candies, mints, and gums started booming. Overall organic sales were up 13% last quarter.</p><p><blockquote>有充分的理由期待周四的公告中的大销售数字。好时早在4月份就表示，其产品组合引起了消费者的共鸣，特别是在COVID-19社交距离措施解除后，他们增加了流动性。其烘焙产品在四月初继续畅销，但糖果、薄荷糖和口香糖等移动购买开始蓬勃发展。上季度整体有机销售额增长了13%。</blockquote></p><p> Look for slower, but still impressive, gains on Thursday. Most investors who follow the stock are expecting sales to rise about 5% to $1.8 billion. That performance would keep Hershey near the top of the snack food niche.<b>PepsiCo</b>, for context, just announced a6% boostin its U.S. snack segment through mid-June.</p><p><blockquote>期待周四的涨幅放缓，但仍令人印象深刻。大多数关注该股的投资者预计销售额将增长约5%，达到18亿美元。这一表现将使好时在休闲食品领域保持领先地位。<b>百事可乐</b>就背景而言，该公司刚刚宣布截至6月中旬其美国零食业务增长6%。</blockquote></p><p> Beyond that headline sales figure, watch for Hershey's comments on market share and on the balance between rising sales volumes and prices. Ideally, volume will lead the way higher even as prices increase.</p><p><blockquote>除了总体销售数据之外，请关注好时对市场份额以及销量增长与价格之间平衡的评论。理想情况下，即使价格上涨，成交量也会领先。</blockquote></p><p> Profit check-in</p><p><blockquote>利润签到</blockquote></p><p> Most globalconsumer staplespeers, including PepsiCo, are posting higher margins right now, but Hershey hasn't yet cashed in on that trend. Gross profit dipped slightly in the second quarter, in fact, which held bottom-line profitability in check.</p><p><blockquote>包括百事可乐在内的大多数全球消费必需品公司目前都公布了更高的利润率，但好时尚未从这一趋势中获利。事实上，第二季度毛利润略有下降，这抑制了底线盈利能力。</blockquote></p><p> That situation likely improved in recent months thanks to rising prices and a demand tilt toward higher-margin, on-the-go candies and snacks. Most packaged food peers, from<b>Coca-Cola</b>, to<b>McCormick</b>, are seeing a lift from these shifts. Hershey won't be left out of the party.</p><p><blockquote>由于价格上涨以及需求向利润更高、移动糖果和零食倾斜，这种情况近几个月可能有所改善。大多数包装食品同行，来自<b>可口可乐</b>，到<b>麦考密克</b>，正在从这些转变中看到提升。好时不会被排除在派对之外。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4f8a32471591d4b0092cce99e3766887\" tg-width=\"720\" tg-height=\"482\" referrerpolicy=\"no-referrer\"><span>HSY OPERATING MARGIN (TTM)DATA BYYCHARTS</span></p><p><blockquote><p class=\"t-img-caption\"><span>HSY营业利润率(TTM)数据来自YCharts</span></p></blockquote></p><p> Most investors are looking for earnings to jump to $1.44 per share from $1.31 per share a year ago. But the bigger question is whether Hershey can return to setting record operating margins by late 2021.</p><p><blockquote>大多数投资者预计每股收益将从一年前的每股1.31美元跃升至1.44美元。但更大的问题是好时能否在2021年底前恢复创纪录的营业利润率。</blockquote></p><p> The new outlook</p><p><blockquote>新展望</blockquote></p><p> Heading into this report, CEO Michele Buck and her team's outlook is calling for sales to rise by between 4% and 6% this year, up from their prior forecast of a 2% to 4% uptick. A strong Q2 outing for the business might spur another modest increase to that prediction on Thursday.</p><p><blockquote>在这份报告中，首席执行官米歇尔·巴克(Michele Buck)和她的团队的展望是，今年的销售额将增长4%至6%，高于他们之前预测的2%至4%。该业务第二季度的强劲表现可能会刺激周四这一预测再次小幅上调。</blockquote></p><p> The earnings outlook was also lifted in April and might get another boost this week, especially if consumers don't balk at Hershey's latest round of price increases.</p><p><blockquote>四月份的盈利前景也被上调，本周可能会再次提振，特别是如果消费者不回避好时最新一轮的价格上涨的话。</blockquote></p><p> Looking further out, the company can reasonably target accelerating sales and earnings growth this year following modest increases during the COVID-19 pandemic. Hershey isn't the cheapest or fastest-growing stock in its niche with those kinds of prospects. McCormick and PepsiCo have lower valuations even though they're expanding sales and earnings at a faster clip.</p><p><blockquote>展望未来，在COVID-19大流行期间略有增长后，该公司可以合理地设定今年加速销售和盈利增长的目标。好时并不是具有此类前景的利基市场中最便宜或增长最快的股票。尽管味好美和百事可乐正在以更快的速度扩大销售额和盈利，但它们的估值较低。</blockquote></p><p> But investors still might want to follow Hershey's report this week for signs that the business is on a sustainably stronger path. That's the surest way the company can earn the stock price rally that's seen it outperform most of its rivals over the past year.</p><p><blockquote>但投资者可能仍希望关注好时本周的报告，以寻找该业务正在走上可持续强劲道路的迹象。这是该公司赢得股价上涨的最可靠方式，过去一年该公司的表现优于大多数竞争对手。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.fool.com/investing/2021/07/26/hershey-earnings-what-to-watch/\">Motley Fool</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"HSY":"好时"},"source_url":"https://www.fool.com/investing/2021/07/26/hershey-earnings-what-to-watch/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1124522176","content_text":"Hershey(NYSE:HSY)shareholders are in for a treat. The confectioner is set to announce earnings results for the second quarter on Thursday, July 29. And if its recent momentum is any guide, that report might include strong sales and earnings growth, along with another upgrade to management's 2021 forecast.\nLet's take a closer look.\nMore mobility\nThere's every reason to expect big sales numbers in Thursday's announcement. Hershey said back in April that its portfolio was resonating with consumers, especially as they increased mobility following the lifting of COVID-19 social distancing efforts. Its baking products continued to sell well through early April, but on-the-go purchases like candies, mints, and gums started booming. Overall organic sales were up 13% last quarter.\nLook for slower, but still impressive, gains on Thursday. Most investors who follow the stock are expecting sales to rise about 5% to $1.8 billion. That performance would keep Hershey near the top of the snack food niche.PepsiCo, for context, just announced a6% boostin its U.S. snack segment through mid-June.\nBeyond that headline sales figure, watch for Hershey's comments on market share and on the balance between rising sales volumes and prices. Ideally, volume will lead the way higher even as prices increase.\nProfit check-in\nMost globalconsumer staplespeers, including PepsiCo, are posting higher margins right now, but Hershey hasn't yet cashed in on that trend. Gross profit dipped slightly in the second quarter, in fact, which held bottom-line profitability in check.\nThat situation likely improved in recent months thanks to rising prices and a demand tilt toward higher-margin, on-the-go candies and snacks. Most packaged food peers, fromCoca-Cola, toMcCormick, are seeing a lift from these shifts. Hershey won't be left out of the party.\nHSY OPERATING MARGIN (TTM)DATA BYYCHARTS\nMost investors are looking for earnings to jump to $1.44 per share from $1.31 per share a year ago. But the bigger question is whether Hershey can return to setting record operating margins by late 2021.\nThe new outlook\nHeading into this report, CEO Michele Buck and her team's outlook is calling for sales to rise by between 4% and 6% this year, up from their prior forecast of a 2% to 4% uptick. A strong Q2 outing for the business might spur another modest increase to that prediction on Thursday.\nThe earnings outlook was also lifted in April and might get another boost this week, especially if consumers don't balk at Hershey's latest round of price increases.\nLooking further out, the company can reasonably target accelerating sales and earnings growth this year following modest increases during the COVID-19 pandemic. Hershey isn't the cheapest or fastest-growing stock in its niche with those kinds of prospects. McCormick and PepsiCo have lower valuations even though they're expanding sales and earnings at a faster clip.\nBut investors still might want to follow Hershey's report this week for signs that the business is on a sustainably stronger path. That's the surest way the company can earn the stock price rally that's seen it outperform most of its rivals over the past year.","news_type":1,"symbols_score_info":{"HSY":0.9}},"isVote":1,"tweetType":1,"viewCount":1068,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":809821535,"gmtCreate":1627359246327,"gmtModify":1633765735911,"author":{"id":"4090421679914750","authorId":"4090421679914750","name":"benni","avatar":"https://static.tigerbbs.com/756c1b0760ed3ba99b7fda1a30ee4cdd","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090421679914750","idStr":"4090421679914750"},"themes":[],"htmlText":"Great&nbsp;","listText":"Great&nbsp;","text":"Great","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/809821535","repostId":"1190848120","repostType":4,"repost":{"id":"1190848120","kind":"news","pubTimestamp":1627356244,"share":"https://www.laohu8.com/m/news/1190848120?lang=zh_CN&edition=full","pubTime":"2021-07-27 11:24","market":"us","language":"en","title":"AMD Reports Earnings Tuesday. It’s All About the Data Center.<blockquote>AMD周二公布财报。这一切都与数据中心有关。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1190848120","media":"Barrons","summary":"When chip designer Advanced Micro Devices reports earnings Tuesday after the closing bell, investors","content":"<p>When chip designer Advanced Micro Devices reports earnings Tuesday after the closing bell, investors are expecting a 266% increase in per-share profit and a near doubling in revenue.</p><p><blockquote>当芯片设计公司Advanced Micro Devices周二收盘后公布财报时，投资者预计每股利润将增长266%，收入将几乎翻一番。</blockquote></p><p> Amid chip shortages crippling the global economy, investors have lofty expectations for semiconductor businesses.</p><p><blockquote>在芯片短缺导致全球经济瘫痪的情况下，投资者对半导体业务抱有很高的期望。</blockquote></p><p> For AMD (ticker: AMD), the company’s ability to top high expectations may come down to its revenue from data center chips. That data-center market is rich with opportunity for AMD, after the launch delay of a new advanced server chip from rival Intel (INTC).</p><p><blockquote>对于AMD（股票代码：AMD）来说，该公司能否超出高预期可能取决于其来自数据中心芯片的收入。在竞争对手英特尔(INTC)推迟推出新型先进服务器芯片后，数据中心市场对AMD来说充满了机会。</blockquote></p><p> Jefferies analyst Mark Lipacis wrote that, according to his team’s industry checks, AMD’s Milan server chips are set to take a significant amount of market share from Intel in the second half of the year.</p><p><blockquote>Jefferies分析师Mark Lipacis写道，根据其团队的行业检查，AMD的Milan服务器芯片将在今年下半年从英特尔手中夺走大量市场份额。</blockquote></p><p> AMD executives have issued consistently bullish guidance. In April, the company forecast that revenue would be up 86% in the second-quarter, to approximately $3.6 billion. Analysts currently expect second-quarter adjusted profit of 54 cents a share on revenue of $3.6 billion.</p><p><blockquote>AMD高管一直发布看涨指引。4月份，该公司预测第二季度收入将增长86%，达到约36亿美元。分析师目前预计第二季度调整后每股利润为54美分，营收为36亿美元。</blockquote></p><p> Wall Street expects AMD to deliver computer and graphics segment revenue of $2.2 billion and enterprise, embedded, and semi-custom revenue of $1.4 billion. The company’s semi-custom business includes chips designed for new videogame consoles sold by Microsoft (MSFT) and Sony (SNE).</p><p><blockquote>华尔街预计AMD将实现22亿美元的计算机和图形部门收入，14亿美元的企业、嵌入式和半定制收入。该公司的半定制业务包括为微软(MSFT)和Sony(SNE)销售的新型视频游戏机设计的芯片。</blockquote></p><p> AMD has previously said it expects full-year 2021 revenue to grow about 50% from last year.</p><p><blockquote>AMD此前曾表示，预计2021年全年营收将较去年增长约50%。</blockquote></p><p> AMD’s growth potential could be limited by difficulties in obtaining materials and components necessary for chip making, as well as securing additional capacity from its contract manufacturers, including Taiwan Semiconductor Manufacturing (TSM). BMO Capital Markets analyst Ambrish Srivastava wrote that data center demand could be hurt by component shortages and some of the materials necessary to manufacture chips.</p><p><blockquote>AMD的增长潜力可能会受到难以获得芯片制造所需材料和组件以及难以从包括台积电(TSM)在内的合同制造商获得额外产能的限制。BMO资本市场分析师Ambrish Srivastava写道，数据中心的需求可能会因零部件短缺和制造芯片所需的一些材料而受到损害。</blockquote></p><p> Because AMD shares trade at a high multiple—42 times earnings estimates for the next 12 months—Srivastava said that the company would need to top Wall Street expectations by a “meaningful” amount and again raise its full-year guidance to move the stock higher.</p><p><blockquote>由于AMD股价的市盈率很高——未来12个月盈利预期的42倍——Srivastava表示，该公司需要超出华尔街预期一个“有意义”的金额，并再次上调全年指引以推动股价走高。</blockquote></p><p> AMD has reported better-than-expected per-share profit for the past four quarters. It has missed revenue estimates only once in the past two years.</p><p><blockquote>AMD公布的过去四个季度的每股利润好于预期。过去两年，该公司仅有一次未达到收入预期。</blockquote></p><p> Outsize expectations and bullish forecasts from executives haven’t done much to help AMD’s stock recently. After soaring in 2020, AMD shares are flat this year, while the PHLX Semiconductor index is up 17%.</p><p><blockquote>高管们的过高预期和看涨预测最近并没有对AMD的股价产生多大帮助。AMD股价在2020年飙升后，今年持平，而PHLX半导体指数上涨17%。</blockquote></p><p> Among Wall Street analysts covering AMD, 25 rate the stock at Buy, 15 at Hold, and three at Sell. The average target price is $102.35, 11% above a recent close of $91.82.</p><p><blockquote>在研究AMD的华尔街分析师中，25人将该股评级为买入，15人评级为持有，3人评级为卖出。平均目标价为102.35美元，较近期收盘价91.82美元上涨11%。</blockquote></p><p></p>","source":"lsy1601382232898","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>AMD Reports Earnings Tuesday. It’s All About the Data Center.<blockquote>AMD周二公布财报。这一切都与数据中心有关。</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\">\nAMD Reports Earnings Tuesday. It’s All About the Data Center.<blockquote>AMD周二公布财报。这一切都与数据中心有关。</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-07-27 11:24</span>\n</p>\n</h4>\n</header>\n<article>\n<p>When chip designer Advanced Micro Devices reports earnings Tuesday after the closing bell, investors are expecting a 266% increase in per-share profit and a near doubling in revenue.</p><p><blockquote>当芯片设计公司Advanced Micro Devices周二收盘后公布财报时，投资者预计每股利润将增长266%，收入将几乎翻一番。</blockquote></p><p> Amid chip shortages crippling the global economy, investors have lofty expectations for semiconductor businesses.</p><p><blockquote>在芯片短缺导致全球经济瘫痪的情况下，投资者对半导体业务抱有很高的期望。</blockquote></p><p> For AMD (ticker: AMD), the company’s ability to top high expectations may come down to its revenue from data center chips. That data-center market is rich with opportunity for AMD, after the launch delay of a new advanced server chip from rival Intel (INTC).</p><p><blockquote>对于AMD（股票代码：AMD）来说，该公司能否超出高预期可能取决于其来自数据中心芯片的收入。在竞争对手英特尔(INTC)推迟推出新型先进服务器芯片后，数据中心市场对AMD来说充满了机会。</blockquote></p><p> Jefferies analyst Mark Lipacis wrote that, according to his team’s industry checks, AMD’s Milan server chips are set to take a significant amount of market share from Intel in the second half of the year.</p><p><blockquote>Jefferies分析师Mark Lipacis写道，根据其团队的行业检查，AMD的Milan服务器芯片将在今年下半年从英特尔手中夺走大量市场份额。</blockquote></p><p> AMD executives have issued consistently bullish guidance. In April, the company forecast that revenue would be up 86% in the second-quarter, to approximately $3.6 billion. Analysts currently expect second-quarter adjusted profit of 54 cents a share on revenue of $3.6 billion.</p><p><blockquote>AMD高管一直发布看涨指引。4月份，该公司预测第二季度收入将增长86%，达到约36亿美元。分析师目前预计第二季度调整后每股利润为54美分，营收为36亿美元。</blockquote></p><p> Wall Street expects AMD to deliver computer and graphics segment revenue of $2.2 billion and enterprise, embedded, and semi-custom revenue of $1.4 billion. The company’s semi-custom business includes chips designed for new videogame consoles sold by Microsoft (MSFT) and Sony (SNE).</p><p><blockquote>华尔街预计AMD将实现22亿美元的计算机和图形部门收入，14亿美元的企业、嵌入式和半定制收入。该公司的半定制业务包括为微软(MSFT)和Sony(SNE)销售的新型视频游戏机设计的芯片。</blockquote></p><p> AMD has previously said it expects full-year 2021 revenue to grow about 50% from last year.</p><p><blockquote>AMD此前曾表示，预计2021年全年营收将较去年增长约50%。</blockquote></p><p> AMD’s growth potential could be limited by difficulties in obtaining materials and components necessary for chip making, as well as securing additional capacity from its contract manufacturers, including Taiwan Semiconductor Manufacturing (TSM). BMO Capital Markets analyst Ambrish Srivastava wrote that data center demand could be hurt by component shortages and some of the materials necessary to manufacture chips.</p><p><blockquote>AMD的增长潜力可能会受到难以获得芯片制造所需材料和组件以及难以从包括台积电(TSM)在内的合同制造商获得额外产能的限制。BMO资本市场分析师Ambrish Srivastava写道，数据中心的需求可能会因零部件短缺和制造芯片所需的一些材料而受到损害。</blockquote></p><p> Because AMD shares trade at a high multiple—42 times earnings estimates for the next 12 months—Srivastava said that the company would need to top Wall Street expectations by a “meaningful” amount and again raise its full-year guidance to move the stock higher.</p><p><blockquote>由于AMD股价的市盈率很高——未来12个月盈利预期的42倍——Srivastava表示，该公司需要超出华尔街预期一个“有意义”的金额，并再次上调全年指引以推动股价走高。</blockquote></p><p> AMD has reported better-than-expected per-share profit for the past four quarters. It has missed revenue estimates only once in the past two years.</p><p><blockquote>AMD公布的过去四个季度的每股利润好于预期。过去两年，该公司仅有一次未达到收入预期。</blockquote></p><p> Outsize expectations and bullish forecasts from executives haven’t done much to help AMD’s stock recently. After soaring in 2020, AMD shares are flat this year, while the PHLX Semiconductor index is up 17%.</p><p><blockquote>高管们的过高预期和看涨预测最近并没有对AMD的股价产生多大帮助。AMD股价在2020年飙升后，今年持平，而PHLX半导体指数上涨17%。</blockquote></p><p> Among Wall Street analysts covering AMD, 25 rate the stock at Buy, 15 at Hold, and three at Sell. The average target price is $102.35, 11% above a recent close of $91.82.</p><p><blockquote>在研究AMD的华尔街分析师中，25人将该股评级为买入，15人评级为持有，3人评级为卖出。平均目标价为102.35美元，较近期收盘价91.82美元上涨11%。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/amd-reports-earnings-tuesday-its-all-about-the-data-center-51627339031?mod=hp_DAY_3\">Barrons</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":{"AMD":"美国超微公司"},"source_url":"https://www.barrons.com/articles/amd-reports-earnings-tuesday-its-all-about-the-data-center-51627339031?mod=hp_DAY_3","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1190848120","content_text":"When chip designer Advanced Micro Devices reports earnings Tuesday after the closing bell, investors are expecting a 266% increase in per-share profit and a near doubling in revenue.\nAmid chip shortages crippling the global economy, investors have lofty expectations for semiconductor businesses.\nFor AMD (ticker: AMD), the company’s ability to top high expectations may come down to its revenue from data center chips. That data-center market is rich with opportunity for AMD, after the launch delay of a new advanced server chip from rival Intel (INTC).\nJefferies analyst Mark Lipacis wrote that, according to his team’s industry checks, AMD’s Milan server chips are set to take a significant amount of market share from Intel in the second half of the year.\nAMD executives have issued consistently bullish guidance. In April, the company forecast that revenue would be up 86% in the second-quarter, to approximately $3.6 billion. Analysts currently expect second-quarter adjusted profit of 54 cents a share on revenue of $3.6 billion.\nWall Street expects AMD to deliver computer and graphics segment revenue of $2.2 billion and enterprise, embedded, and semi-custom revenue of $1.4 billion. The company’s semi-custom business includes chips designed for new videogame consoles sold by Microsoft (MSFT) and Sony (SNE).\nAMD has previously said it expects full-year 2021 revenue to grow about 50% from last year.\nAMD’s growth potential could be limited by difficulties in obtaining materials and components necessary for chip making, as well as securing additional capacity from its contract manufacturers, including Taiwan Semiconductor Manufacturing (TSM). BMO Capital Markets analyst Ambrish Srivastava wrote that data center demand could be hurt by component shortages and some of the materials necessary to manufacture chips.\nBecause AMD shares trade at a high multiple—42 times earnings estimates for the next 12 months—Srivastava said that the company would need to top Wall Street expectations by a “meaningful” amount and again raise its full-year guidance to move the stock higher.\nAMD has reported better-than-expected per-share profit for the past four quarters. It has missed revenue estimates only once in the past two years.\nOutsize expectations and bullish forecasts from executives haven’t done much to help AMD’s stock recently. After soaring in 2020, AMD shares are flat this year, while the PHLX Semiconductor index is up 17%.\nAmong Wall Street analysts covering AMD, 25 rate the stock at Buy, 15 at Hold, and three at Sell. The average target price is $102.35, 11% above a recent close of $91.82.","news_type":1,"symbols_score_info":{"AMD":0.9}},"isVote":1,"tweetType":1,"viewCount":1283,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":809821221,"gmtCreate":1627359232663,"gmtModify":1633765736033,"author":{"id":"4090421679914750","authorId":"4090421679914750","name":"benni","avatar":"https://static.tigerbbs.com/756c1b0760ed3ba99b7fda1a30ee4cdd","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090421679914750","idStr":"4090421679914750"},"themes":[],"htmlText":"Good&nbsp;","listText":"Good&nbsp;","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/809821221","repostId":"1127751488","repostType":4,"isVote":1,"tweetType":1,"viewCount":1403,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":809823577,"gmtCreate":1627359189899,"gmtModify":1633765736770,"author":{"id":"4090421679914750","authorId":"4090421679914750","name":"benni","avatar":"https://static.tigerbbs.com/756c1b0760ed3ba99b7fda1a30ee4cdd","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090421679914750","idStr":"4090421679914750"},"themes":[],"htmlText":"Great&nbsp;","listText":"Great&nbsp;","text":"Great","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/809823577","repostId":"1103996297","repostType":4,"repost":{"id":"1103996297","kind":"news","pubTimestamp":1627357394,"share":"https://www.laohu8.com/m/news/1103996297?lang=zh_CN&edition=full","pubTime":"2021-07-27 11:43","market":"us","language":"en","title":"Goldman Sachs slashes US economic growth forecast over weaker spending on services<blockquote>高盛因服务业支出疲软下调美国经济增长预期</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1103996297","media":"CNN","summary":"New York Goldman Sachs  slashed its forecast for US economic activity in the second half of the year, pointing to sluggish consumer spending on services as well as the threats posed by the Covid-19 Delta variant.During the pandemic and the start of the recovery, Americans spent big on goods: Used car prices soared, as did prices for furniture and other household items, in response to surging demand and shortages of materials.That's why rotation is necessary in how people spend their cash, said G","content":"<p>New York (CNN Business)Goldman Sachs (GS) slashed its forecast for US economic activity in the second half of the year, pointing to sluggish consumer spending on services as well as the threats posed by the Covid-19 Delta variant.</p><p><blockquote>纽约（CNN商业）高盛（GS）大幅下调了对美国下半年经济活动的预测，指出消费者服务业支出低迷以及Covid-19德尔塔变异毒株带来的威胁。</blockquote></p><p> During the pandemic and the start of the recovery, Americans spent big on goods: Used car prices soared, as did prices for furniture and other household items, in response to surging demand and shortages of materials.</p><p><blockquote>在疫情和复苏开始期间，美国人在商品上花了很多钱：二手车价格飙升，家具和其他家居用品的价格也是如此，以应对需求激增和材料短缺。</blockquote></p><p> But in normal times, consumers spend much more on services like concerts or dining out —and the big spending on goods that has defined the pandemic recovery so far isn't sustainable to keep the US economy growing.</p><p><blockquote>但在正常情况下，消费者在音乐会或外出就餐等服务上的支出要多得多，而迄今为止，疫情复苏的大宗商品支出无法持续保持美国经济增长。</blockquote></p><p> That's why rotation is necessary in how people spend their cash, said Goldman Sachs economist Ronnie Walker on Monday in a note to clients. But fears around the Delta variant are keeping services spending down.</p><p><blockquote>高盛经济学家罗尼·沃克周一在给客户的一份报告中表示，这就是为什么人们使用现金的方式需要轮换。但对德尔塔变异毒株的担忧正在压低服务支出。</blockquote></p><p> \"The services categories where spending remains depressed are generally either associated with high virus risk, such as live entertainment events, or connected to office-based work, such as ground transportation or dry cleaners,\" Walker wrote.</p><p><blockquote>沃克写道：“支出仍然低迷的服务类别通常要么与高病毒风险有关，例如现场娱乐活动，要么与办公室工作有关，例如地面交通或干洗店。”</blockquote></p><p> In response, Goldman slashed its gross domestic product growth forecast, the widest measure of economic activity, by one percentage point in both the third and fourth quarters.</p><p><blockquote>作为回应，高盛将第三季度和第四季度国内生产总值（GDP）增长预期下调了一个百分点，这是衡量经济活动的最广泛指标。</blockquote></p><p> Between July and September, the Wall Street bank expected 8.5% annualized growth, before dropping to 5% in the last three months of the year. For the full year, Goldman predicts 6.6% GDP growth.</p><p><blockquote>7月至9月期间，这家华尔街银行预计年化增长率为8.5%，然后在今年最后三个月降至5%。高盛预测全年GDP增长6.6%。</blockquote></p><p> From 2022 on, the pace of expansion will slow further, trending back toward the 1.5% to 2% annualized growth what the nation typically saw before the pandemic.</p><p><blockquote>从2022年开始，扩张步伐将进一步放缓，回到疫情之前该国通常看到的1.5%至2%的年化增长率。</blockquote></p><p> Even though roughly half of Americans are fully vaccinated, cases are rising. In 48 states, the rate of new Covid-19 cases in the past week jumped by at least 10% compared to the previous week, according to data from Johns Hopkins University. In 34 of those states, the rate of new cases increased by more than 50%.</p><p><blockquote>尽管大约一半的美国人完全接种了疫苗，但病例仍在上升。约翰·霍普金斯大学的数据显示，在48个州，过去一周新增Covid-19病例的比率比前一周上升了至少10%。在其中34个州，新病例率增加了50%以上。</blockquote></p><p> The rise of infections through the variant is coming at an inopportune time: The economy is still not back to normal, and the resurgence of infections could keep people from fully participating in the economy.</p><p><blockquote>通过该变种感染的上升来得不合时宜：经济仍未恢复正常，感染的死灰复燃可能会使人们无法充分参与经济。</blockquote></p><p> \"While most consumers appear to be comfortable returning to high-contact services, some are still hesitant,\" said Walker. \"They are likely to remain cautious for now as the spread of the Delta variant keeps Covid fears alive, delaying a full recovery.\"</p><p><blockquote>沃克说：“虽然大多数消费者似乎对重返高接触服务感到满意，但有些人仍然犹豫不决。”“他们目前可能会保持谨慎，因为德尔塔变异毒株的蔓延使人们对新冠病毒的担忧持续存在，从而推迟了全面复苏。”</blockquote></p><p> At the same time, Goldman's economists believe the Delta variant's impact on the economy will be somewhat limited: \"Appetite for new government-mandated restrictions appears low; early state-level evidence shows little impact on consumer spending so far; and the virus situation already appears to be improving in the United Kingdom and other countries where it spread earliest,\" Walker wrote.</p><p><blockquote>与此同时，高盛的经济学家认为，德尔塔变异毒株对经济的影响将在一定程度上有限：“对政府强制实施的新限制措施的兴趣似乎很低；早期的州级证据显示，到目前为止，对消费者支出的影响很小；而且病毒情况在英国和其他传播最早的国家似乎正在改善，”沃克写道。</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>Goldman Sachs slashes US economic growth forecast over weaker spending on services<blockquote>高盛因服务业支出疲软下调美国经济增长预期</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\">\nGoldman Sachs slashes US economic growth forecast over weaker spending on services<blockquote>高盛因服务业支出疲软下调美国经济增长预期</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">CNN</strong><span class=\"h-time small\">2021-07-27 11:43</span>\n</p>\n</h4>\n</header>\n<article>\n<p>New York (CNN Business)Goldman Sachs (GS) slashed its forecast for US economic activity in the second half of the year, pointing to sluggish consumer spending on services as well as the threats posed by the Covid-19 Delta variant.</p><p><blockquote>纽约（CNN商业）高盛（GS）大幅下调了对美国下半年经济活动的预测，指出消费者服务业支出低迷以及Covid-19德尔塔变异毒株带来的威胁。</blockquote></p><p> During the pandemic and the start of the recovery, Americans spent big on goods: Used car prices soared, as did prices for furniture and other household items, in response to surging demand and shortages of materials.</p><p><blockquote>在疫情和复苏开始期间，美国人在商品上花了很多钱：二手车价格飙升，家具和其他家居用品的价格也是如此，以应对需求激增和材料短缺。</blockquote></p><p> But in normal times, consumers spend much more on services like concerts or dining out —and the big spending on goods that has defined the pandemic recovery so far isn't sustainable to keep the US economy growing.</p><p><blockquote>但在正常情况下，消费者在音乐会或外出就餐等服务上的支出要多得多，而迄今为止，疫情复苏的大宗商品支出无法持续保持美国经济增长。</blockquote></p><p> That's why rotation is necessary in how people spend their cash, said Goldman Sachs economist Ronnie Walker on Monday in a note to clients. But fears around the Delta variant are keeping services spending down.</p><p><blockquote>高盛经济学家罗尼·沃克周一在给客户的一份报告中表示，这就是为什么人们使用现金的方式需要轮换。但对德尔塔变异毒株的担忧正在压低服务支出。</blockquote></p><p> \"The services categories where spending remains depressed are generally either associated with high virus risk, such as live entertainment events, or connected to office-based work, such as ground transportation or dry cleaners,\" Walker wrote.</p><p><blockquote>沃克写道：“支出仍然低迷的服务类别通常要么与高病毒风险有关，例如现场娱乐活动，要么与办公室工作有关，例如地面交通或干洗店。”</blockquote></p><p> In response, Goldman slashed its gross domestic product growth forecast, the widest measure of economic activity, by one percentage point in both the third and fourth quarters.</p><p><blockquote>作为回应，高盛将第三季度和第四季度国内生产总值（GDP）增长预期下调了一个百分点，这是衡量经济活动的最广泛指标。</blockquote></p><p> Between July and September, the Wall Street bank expected 8.5% annualized growth, before dropping to 5% in the last three months of the year. For the full year, Goldman predicts 6.6% GDP growth.</p><p><blockquote>7月至9月期间，这家华尔街银行预计年化增长率为8.5%，然后在今年最后三个月降至5%。高盛预测全年GDP增长6.6%。</blockquote></p><p> From 2022 on, the pace of expansion will slow further, trending back toward the 1.5% to 2% annualized growth what the nation typically saw before the pandemic.</p><p><blockquote>从2022年开始，扩张步伐将进一步放缓，回到疫情之前该国通常看到的1.5%至2%的年化增长率。</blockquote></p><p> Even though roughly half of Americans are fully vaccinated, cases are rising. In 48 states, the rate of new Covid-19 cases in the past week jumped by at least 10% compared to the previous week, according to data from Johns Hopkins University. In 34 of those states, the rate of new cases increased by more than 50%.</p><p><blockquote>尽管大约一半的美国人完全接种了疫苗，但病例仍在上升。约翰·霍普金斯大学的数据显示，在48个州，过去一周新增Covid-19病例的比率比前一周上升了至少10%。在其中34个州，新病例率增加了50%以上。</blockquote></p><p> The rise of infections through the variant is coming at an inopportune time: The economy is still not back to normal, and the resurgence of infections could keep people from fully participating in the economy.</p><p><blockquote>通过该变种感染的上升来得不合时宜：经济仍未恢复正常，感染的死灰复燃可能会使人们无法充分参与经济。</blockquote></p><p> \"While most consumers appear to be comfortable returning to high-contact services, some are still hesitant,\" said Walker. \"They are likely to remain cautious for now as the spread of the Delta variant keeps Covid fears alive, delaying a full recovery.\"</p><p><blockquote>沃克说：“虽然大多数消费者似乎对重返高接触服务感到满意，但有些人仍然犹豫不决。”“他们目前可能会保持谨慎，因为德尔塔变异毒株的蔓延使人们对新冠病毒的担忧持续存在，从而推迟了全面复苏。”</blockquote></p><p> At the same time, Goldman's economists believe the Delta variant's impact on the economy will be somewhat limited: \"Appetite for new government-mandated restrictions appears low; early state-level evidence shows little impact on consumer spending so far; and the virus situation already appears to be improving in the United Kingdom and other countries where it spread earliest,\" Walker wrote.</p><p><blockquote>与此同时，高盛的经济学家认为，德尔塔变异毒株对经济的影响将在一定程度上有限：“对政府强制实施的新限制措施的兴趣似乎很低；早期的州级证据显示，到目前为止，对消费者支出的影响很小；而且病毒情况在英国和其他传播最早的国家似乎正在改善，”沃克写道。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://edition.cnn.com/2021/07/26/economy/goldman-sachs-services-economy-delta/index.html\">CNN</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":{".DJI":"道琼斯","GS":"高盛"},"source_url":"https://edition.cnn.com/2021/07/26/economy/goldman-sachs-services-economy-delta/index.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1103996297","content_text":"New York (CNN Business)Goldman Sachs (GS) slashed its forecast for US economic activity in the second half of the year, pointing to sluggish consumer spending on services as well as the threats posed by the Covid-19 Delta variant.\nDuring the pandemic and the start of the recovery, Americans spent big on goods: Used car prices soared, as did prices for furniture and other household items, in response to surging demand and shortages of materials.\nBut in normal times, consumers spend much more on services like concerts or dining out —and the big spending on goods that has defined the pandemic recovery so far isn't sustainable to keep the US economy growing.\nThat's why rotation is necessary in how people spend their cash, said Goldman Sachs economist Ronnie Walker on Monday in a note to clients. But fears around the Delta variant are keeping services spending down.\n\"The services categories where spending remains depressed are generally either associated with high virus risk, such as live entertainment events, or connected to office-based work, such as ground transportation or dry cleaners,\" Walker wrote.\nIn response, Goldman slashed its gross domestic product growth forecast, the widest measure of economic activity, by one percentage point in both the third and fourth quarters.\nBetween July and September, the Wall Street bank expected 8.5% annualized growth, before dropping to 5% in the last three months of the year. For the full year, Goldman predicts 6.6% GDP growth.\nFrom 2022 on, the pace of expansion will slow further, trending back toward the 1.5% to 2% annualized growth what the nation typically saw before the pandemic.\nEven though roughly half of Americans are fully vaccinated, cases are rising. In 48 states, the rate of new Covid-19 cases in the past week jumped by at least 10% compared to the previous week, according to data from Johns Hopkins University. In 34 of those states, the rate of new cases increased by more than 50%.\nThe rise of infections through the variant is coming at an inopportune time: The economy is still not back to normal, and the resurgence of infections could keep people from fully participating in the economy.\n\"While most consumers appear to be comfortable returning to high-contact services, some are still hesitant,\" said Walker. \"They are likely to remain cautious for now as the spread of the Delta variant keeps Covid fears alive, delaying a full recovery.\"\nAt the same time, Goldman's economists believe the Delta variant's impact on the economy will be somewhat limited: \"Appetite for new government-mandated restrictions appears low; early state-level evidence shows little impact on consumer spending so far; and the virus situation already appears to be improving in the United Kingdom and other countries where it spread earliest,\" Walker wrote.","news_type":1,"symbols_score_info":{"GS":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":907,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":825300796,"gmtCreate":1634196625754,"gmtModify":1634196625754,"author":{"id":"4090421679914750","authorId":"4090421679914750","name":"benni","avatar":"https://static.tigerbbs.com/756c1b0760ed3ba99b7fda1a30ee4cdd","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090421679914750","idStr":"4090421679914750"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/FB\">$Facebook(FB)$</a>shooting","listText":"<a 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share","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/803671161","repostId":"2154914904","repostType":4,"isVote":1,"tweetType":1,"viewCount":974,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":809828176,"gmtCreate":1627359276995,"gmtModify":1633765735464,"author":{"id":"4090421679914750","authorId":"4090421679914750","name":"benni","avatar":"https://static.tigerbbs.com/756c1b0760ed3ba99b7fda1a30ee4cdd","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090421679914750","idStr":"4090421679914750"},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/809828176","repostId":"2154966721","repostType":4,"repost":{"id":"2154966721","kind":"highlight","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1627355035,"share":"https://www.laohu8.com/m/news/2154966721?lang=zh_CN&edition=full","pubTime":"2021-07-27 11:03","market":"us","language":"en","title":"Why These 3 Microsoft Analysts Are Bullish Ahead Of Q4 Results<blockquote>为什么这三位微软分析师在第四季度业绩公布前看好</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2154966721","media":"Benzinga","summary":"Microsoft Corp. (NASDAQ: MSFT) is set to report fourth-quarter earnings following the market close on Tuesday, July 27. In anticipation of this earnings call, analysts at Citi, KeyBanc and Wedbush Securities have provided insight into the company’s market positioning.","content":"<p><b>Microsoft Corp. </b>(NASDAQ:MSFT) is set to report&nbsp;fourth-quarter earnings following the market close on Tuesday, July 27. In anticipation of this earnings call, analysts at Citi, KeyBanc&nbsp;and Wedbush Securities have provided insight into the company’s market positioning.</p><p><blockquote><b>微软公司。</b>（纳斯达克股票代码：MSFT）将于7月27日星期二收盘后公布第四季度收益。为了应对这一盈利看涨期权，花旗、KeyBanc和Wedbush Securities的分析师提供了对该公司市场定位的见解。</blockquote></p><p> The consensus estimates project fourth-quarter EPS of&nbsp;$1.90 and revenue of&nbsp;$44.1&nbsp;billion.</p><p><blockquote>市场普遍预计第四季度每股收益为1.90美元，营收为441亿美元。</blockquote></p><p> <h3>Citi's Take On Microsoft</h3> “Recovering IT budgets, an uptick in expected reseller growth, signs of reacceleration in consumption models and slightly higher PC numbers vs. 3 months ago” have helped analyst Tyler Radke maintain a positive outlook for Microsoft’s fourth-quarter earnings. The analyst did not provide an exact EPS estimate.</p><p><blockquote><h3>花旗对微软的看法</h3>“IT预算的恢复、经销商预期增长的上升、消费模式重新加速的迹象以及PC数量较3个月前略有增加”帮助分析师泰勒·拉德克(Tyler Radke)维持了对微软第四季度盈利的积极前景。该分析师没有提供确切的每股收益估计。</blockquote></p><p> Longer-term, Microsoft remains Citi’s top large-cap play among North American application software, systems software, and interactive home entertainment stocks, the analyst said in a note.</p><p><blockquote>该分析师在一份报告中表示，从长远来看，微软仍然是花旗在北美应用软件、系统软件和互动家庭娱乐股票中排名第一的大盘股。</blockquote></p><p> The analyst maintained a Buy rating and raised the&nbsp;price target from $310 to $378.</p><p><blockquote>该分析师维持买入评级，并将目标价从310美元上调至378美元。</blockquote></p><p> <h3>KeyBanc's Take On Microsoft</h3> Microsoft is becoming increasingly strategically important in the realm of security, cloud migration&nbsp;and digital transformation, said KeyBanc's managing director and senior analyst of enterprise software Michael Turits.</p><p><blockquote><h3>KeyBanc对微软的看法</h3>KeyBanc董事总经理兼企业软件高级分析师Michael Turits表示，微软在安全、云迁移和数字化转型领域变得越来越重要。</blockquote></p><p> According to a survey of IT value-added resellers (VAR), security, Office 365&nbsp;and Azure are the top areas of spending as the world ushers in an enterprise shift to greater adoption of digital technologies, said the analyst.</p><p><blockquote>这位分析师表示，根据对IT增值经销商（VAR）的一项调查，随着世界迎来企业向更多采用数字技术的转变，安全、Office 365和Azure是最大的支出领域。</blockquote></p><p> The VAR survey additionally highlighted that Microsoft’s products rank highly against competitors, from dev-ops solutions such as GitHub to cloud solutions with Azure to security offerings,&nbsp;which surpassed Okta/Auth0, he said.</p><p><blockquote>他说，VAR调查还强调，微软的产品在竞争对手中排名很高，从GitHub等开发运营解决方案到Azure的云解决方案，再到安全产品，这些产品都超过了Okta/Auth0。</blockquote></p><p> The analyst reiterated an Overweight rating and increased the&nbsp;price target from $305 to $330.</p><p><blockquote>该分析师重申了跑赢大盘评级，并将目标价从305美元上调至330美元。</blockquote></p><p> <h3>Wedbush's Take On Microsoft</h3> Analyst Daniel Ives is expecting a “beat and raise” from Microsoft on&nbsp;earnings and guidance Tuesday.</p><p><blockquote><h3>韦德布什对微软的看法</h3>分析师Daniel Ives预计微软周二的盈利和指引将“超越并加薪”。</blockquote></p><p> Azure deal sizes are “increasing markedly,” driven by an acceleration in enterprise-wide digital transformations to cloud architecture, said the analyst.</p><p><blockquote>这位分析师表示，在企业范围内向云架构数字化转型加速的推动下，Azure交易规模正在“显着增加”。</blockquote></p><p> Azure is in its early stages of the roll-out, penetrating only 35% of Microsoft’s installed base, he said. Microsoft’s Office 365 transition should continue to provide tailwinds in enterprise Azure adoption, said Ives.</p><p><blockquote>他表示，Azure正处于推出的早期阶段，仅渗透到微软35%的安装基础。Ives表示，微软的Office 365过渡应该会继续推动企业Azure的采用。</blockquote></p><p> Digital transformation has an estimated $1 trillion total addressable market, and Microsoft is incredibly well-positioned to deploy Azure and Office 365 as the backbone of cloud enterprise solutions, said the Wedbush analyst.</p><p><blockquote>Wedbush分析师表示，数字化转型的潜在市场总额估计为1万亿美元，微软在部署Azure和Office 365作为云企业解决方案的支柱方面处于非常有利的地位。</blockquote></p><p> Looking ahead, Wedbush maintains its Outperform rating on Microsoft with a $325 price target, mainly due to a growing cloud transformation story fueled by a currently large Microsoft software installed base.</p><p><blockquote>展望未来，Wedbush维持对微软跑赢大盘的评级，目标价为325美元，这主要是由于目前庞大的微软软件安装基础推动了云转型故事的不断增长。</blockquote></p><p> <b>MSFT Price Action: </b>Microsoft was trading down 0.43% to $288.43 at last check Monday.</p><p><blockquote><b>MSFT价格走势：</b>周一最后一次检查时，微软股价下跌0.43%，至288.43美元。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why These 3 Microsoft Analysts Are Bullish Ahead Of Q4 Results<blockquote>为什么这三位微软分析师在第四季度业绩公布前看好</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\">\nWhy These 3 Microsoft Analysts Are Bullish Ahead Of Q4 Results<blockquote>为什么这三位微软分析师在第四季度业绩公布前看好</blockquote>\n</h2>\n<h4 class=\"meta\">\n<div class=\"head\" \">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time smaller\">2021-07-27 11:03</p>\n</div>\n</div>\n</h4>\n</header>\n<article>\n<p><b>Microsoft Corp. </b>(NASDAQ:MSFT) is set to report&nbsp;fourth-quarter earnings following the market close on Tuesday, July 27. In anticipation of this earnings call, analysts at Citi, KeyBanc&nbsp;and Wedbush Securities have provided insight into the company’s market positioning.</p><p><blockquote><b>微软公司。</b>（纳斯达克股票代码：MSFT）将于7月27日星期二收盘后公布第四季度收益。为了应对这一盈利看涨期权，花旗、KeyBanc和Wedbush Securities的分析师提供了对该公司市场定位的见解。</blockquote></p><p> The consensus estimates project fourth-quarter EPS of&nbsp;$1.90 and revenue of&nbsp;$44.1&nbsp;billion.</p><p><blockquote>市场普遍预计第四季度每股收益为1.90美元，营收为441亿美元。</blockquote></p><p> <h3>Citi's Take On Microsoft</h3> “Recovering IT budgets, an uptick in expected reseller growth, signs of reacceleration in consumption models and slightly higher PC numbers vs. 3 months ago” have helped analyst Tyler Radke maintain a positive outlook for Microsoft’s fourth-quarter earnings. The analyst did not provide an exact EPS estimate.</p><p><blockquote><h3>花旗对微软的看法</h3>“IT预算的恢复、经销商预期增长的上升、消费模式重新加速的迹象以及PC数量较3个月前略有增加”帮助分析师泰勒·拉德克(Tyler Radke)维持了对微软第四季度盈利的积极前景。该分析师没有提供确切的每股收益估计。</blockquote></p><p> Longer-term, Microsoft remains Citi’s top large-cap play among North American application software, systems software, and interactive home entertainment stocks, the analyst said in a note.</p><p><blockquote>该分析师在一份报告中表示，从长远来看，微软仍然是花旗在北美应用软件、系统软件和互动家庭娱乐股票中排名第一的大盘股。</blockquote></p><p> The analyst maintained a Buy rating and raised the&nbsp;price target from $310 to $378.</p><p><blockquote>该分析师维持买入评级，并将目标价从310美元上调至378美元。</blockquote></p><p> <h3>KeyBanc's Take On Microsoft</h3> Microsoft is becoming increasingly strategically important in the realm of security, cloud migration&nbsp;and digital transformation, said KeyBanc's managing director and senior analyst of enterprise software Michael Turits.</p><p><blockquote><h3>KeyBanc对微软的看法</h3>KeyBanc董事总经理兼企业软件高级分析师Michael Turits表示，微软在安全、云迁移和数字化转型领域变得越来越重要。</blockquote></p><p> According to a survey of IT value-added resellers (VAR), security, Office 365&nbsp;and Azure are the top areas of spending as the world ushers in an enterprise shift to greater adoption of digital technologies, said the analyst.</p><p><blockquote>这位分析师表示，根据对IT增值经销商（VAR）的一项调查，随着世界迎来企业向更多采用数字技术的转变，安全、Office 365和Azure是最大的支出领域。</blockquote></p><p> The VAR survey additionally highlighted that Microsoft’s products rank highly against competitors, from dev-ops solutions such as GitHub to cloud solutions with Azure to security offerings,&nbsp;which surpassed Okta/Auth0, he said.</p><p><blockquote>他说，VAR调查还强调，微软的产品在竞争对手中排名很高，从GitHub等开发运营解决方案到Azure的云解决方案，再到安全产品，这些产品都超过了Okta/Auth0。</blockquote></p><p> The analyst reiterated an Overweight rating and increased the&nbsp;price target from $305 to $330.</p><p><blockquote>该分析师重申了跑赢大盘评级，并将目标价从305美元上调至330美元。</blockquote></p><p> <h3>Wedbush's Take On Microsoft</h3> Analyst Daniel Ives is expecting a “beat and raise” from Microsoft on&nbsp;earnings and guidance Tuesday.</p><p><blockquote><h3>韦德布什对微软的看法</h3>分析师Daniel Ives预计微软周二的盈利和指引将“超越并加薪”。</blockquote></p><p> Azure deal sizes are “increasing markedly,” driven by an acceleration in enterprise-wide digital transformations to cloud architecture, said the analyst.</p><p><blockquote>这位分析师表示，在企业范围内向云架构数字化转型加速的推动下，Azure交易规模正在“显着增加”。</blockquote></p><p> Azure is in its early stages of the roll-out, penetrating only 35% of Microsoft’s installed base, he said. Microsoft’s Office 365 transition should continue to provide tailwinds in enterprise Azure adoption, said Ives.</p><p><blockquote>他表示，Azure正处于推出的早期阶段，仅渗透到微软35%的安装基础。Ives表示，微软的Office 365过渡应该会继续推动企业Azure的采用。</blockquote></p><p> Digital transformation has an estimated $1 trillion total addressable market, and Microsoft is incredibly well-positioned to deploy Azure and Office 365 as the backbone of cloud enterprise solutions, said the Wedbush analyst.</p><p><blockquote>Wedbush分析师表示，数字化转型的潜在市场总额估计为1万亿美元，微软在部署Azure和Office 365作为云企业解决方案的支柱方面处于非常有利的地位。</blockquote></p><p> Looking ahead, Wedbush maintains its Outperform rating on Microsoft with a $325 price target, mainly due to a growing cloud transformation story fueled by a currently large Microsoft software installed base.</p><p><blockquote>展望未来，Wedbush维持对微软跑赢大盘的评级，目标价为325美元，这主要是由于目前庞大的微软软件安装基础推动了云转型故事的不断增长。</blockquote></p><p> <b>MSFT Price Action: </b>Microsoft was trading down 0.43% to $288.43 at last check Monday.</p><p><blockquote><b>MSFT价格走势：</b>周一最后一次检查时，微软股价下跌0.43%，至288.43美元。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MSFT":"微软","03086":"华夏纳指","09086":"华夏纳指-U"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2154966721","content_text":"Microsoft Corp. (NASDAQ:MSFT) is set to report fourth-quarter earnings following the market close on Tuesday, July 27. In anticipation of this earnings call, analysts at Citi, KeyBanc and Wedbush Securities have provided insight into the company’s market positioning.\nThe consensus estimates project fourth-quarter EPS of $1.90 and revenue of $44.1 billion.\nCiti's Take On Microsoft\n“Recovering IT budgets, an uptick in expected reseller growth, signs of reacceleration in consumption models and slightly higher PC numbers vs. 3 months ago” have helped analyst Tyler Radke maintain a positive outlook for Microsoft’s fourth-quarter earnings. The analyst did not provide an exact EPS estimate.\nLonger-term, Microsoft remains Citi’s top large-cap play among North American application software, systems software, and interactive home entertainment stocks, the analyst said in a note.\nThe analyst maintained a Buy rating and raised the price target from $310 to $378.\nKeyBanc's Take On Microsoft\nMicrosoft is becoming increasingly strategically important in the realm of security, cloud migration and digital transformation, said KeyBanc's managing director and senior analyst of enterprise software Michael Turits.\nAccording to a survey of IT value-added resellers (VAR), security, Office 365 and Azure are the top areas of spending as the world ushers in an enterprise shift to greater adoption of digital technologies, said the analyst.\nThe VAR survey additionally highlighted that Microsoft’s products rank highly against competitors, from dev-ops solutions such as GitHub to cloud solutions with Azure to security offerings, which surpassed Okta/Auth0, he said.\nThe analyst reiterated an Overweight rating and increased the price target from $305 to $330.\nWedbush's Take On Microsoft\nAnalyst Daniel Ives is expecting a “beat and raise” from Microsoft on earnings and guidance Tuesday.\nAzure deal sizes are “increasing markedly,” driven by an acceleration in enterprise-wide digital transformations to cloud architecture, said the analyst.\nAzure is in its early stages of the roll-out, penetrating only 35% of Microsoft’s installed base, he said. Microsoft’s Office 365 transition should continue to provide tailwinds in enterprise Azure adoption, said Ives.\nDigital transformation has an estimated $1 trillion total addressable market, and Microsoft is incredibly well-positioned to deploy Azure and Office 365 as the backbone of cloud enterprise solutions, said the Wedbush analyst.\nLooking ahead, Wedbush maintains its Outperform rating on Microsoft with a $325 price target, mainly due to a growing cloud transformation story fueled by a currently large Microsoft software installed base.\nMSFT Price Action: Microsoft was trading down 0.43% to $288.43 at last check Monday.","news_type":1,"symbols_score_info":{"09086":0.9,"MSFT":0.9,"03086":0.9}},"isVote":1,"tweetType":1,"viewCount":1268,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":809828330,"gmtCreate":1627359260220,"gmtModify":1633765735586,"author":{"id":"4090421679914750","authorId":"4090421679914750","name":"benni","avatar":"https://static.tigerbbs.com/756c1b0760ed3ba99b7fda1a30ee4cdd","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090421679914750","idStr":"4090421679914750"},"themes":[],"htmlText":"Nice&nbsp;","listText":"Nice&nbsp;","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/809828330","repostId":"1124522176","repostType":4,"repost":{"id":"1124522176","kind":"news","pubTimestamp":1627355553,"share":"https://www.laohu8.com/m/news/1124522176?lang=zh_CN&edition=full","pubTime":"2021-07-27 11:12","market":"us","language":"en","title":"Hershey Earnings: What to Watch<blockquote>好时盈利：值得关注</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1124522176","media":"Motley Fool","summary":"Hershey(NYSE:HSY)shareholders are in for a treat. The confectioner is set to announce earnings resul","content":"<p><b>Hershey</b>(NYSE:HSY)shareholders are in for a treat. The confectioner is set to announce earnings results for the second quarter on Thursday, July 29. And if its recent momentum is any guide, that report might include strong sales and earnings growth, along with another upgrade to management's 2021 forecast.</p><p><blockquote><b>赫尔希</b>（纽约证券交易所股票代码：HSY）股东们将享受到一份享受。该糖果制造商将于7月29日星期四公布第二季度盈利结果。如果其最近的势头有任何指导意义的话，该报告可能包括强劲的销售和盈利增长，以及管理层对2021年预测的再次升级。</blockquote></p><p> Let's take a closer look.</p><p><blockquote>让我们仔细看看。</blockquote></p><p> More mobility</p><p><blockquote>更多机动性</blockquote></p><p> There's every reason to expect big sales numbers in Thursday's announcement. Hershey said back in April that its portfolio was resonating with consumers, especially as they increased mobility following the lifting of COVID-19 social distancing efforts. Its baking products continued to sell well through early April, but on-the-go purchases like candies, mints, and gums started booming. Overall organic sales were up 13% last quarter.</p><p><blockquote>有充分的理由期待周四的公告中的大销售数字。好时早在4月份就表示，其产品组合引起了消费者的共鸣，特别是在COVID-19社交距离措施解除后，他们增加了流动性。其烘焙产品在四月初继续畅销，但糖果、薄荷糖和口香糖等移动购买开始蓬勃发展。上季度整体有机销售额增长了13%。</blockquote></p><p> Look for slower, but still impressive, gains on Thursday. Most investors who follow the stock are expecting sales to rise about 5% to $1.8 billion. That performance would keep Hershey near the top of the snack food niche.<b>PepsiCo</b>, for context, just announced a6% boostin its U.S. snack segment through mid-June.</p><p><blockquote>期待周四的涨幅放缓，但仍令人印象深刻。大多数关注该股的投资者预计销售额将增长约5%，达到18亿美元。这一表现将使好时在休闲食品领域保持领先地位。<b>百事可乐</b>就背景而言，该公司刚刚宣布截至6月中旬其美国零食业务增长6%。</blockquote></p><p> Beyond that headline sales figure, watch for Hershey's comments on market share and on the balance between rising sales volumes and prices. Ideally, volume will lead the way higher even as prices increase.</p><p><blockquote>除了总体销售数据之外，请关注好时对市场份额以及销量增长与价格之间平衡的评论。理想情况下，即使价格上涨，成交量也会领先。</blockquote></p><p> Profit check-in</p><p><blockquote>利润签到</blockquote></p><p> Most globalconsumer staplespeers, including PepsiCo, are posting higher margins right now, but Hershey hasn't yet cashed in on that trend. Gross profit dipped slightly in the second quarter, in fact, which held bottom-line profitability in check.</p><p><blockquote>包括百事可乐在内的大多数全球消费必需品公司目前都公布了更高的利润率，但好时尚未从这一趋势中获利。事实上，第二季度毛利润略有下降，这抑制了底线盈利能力。</blockquote></p><p> That situation likely improved in recent months thanks to rising prices and a demand tilt toward higher-margin, on-the-go candies and snacks. Most packaged food peers, from<b>Coca-Cola</b>, to<b>McCormick</b>, are seeing a lift from these shifts. Hershey won't be left out of the party.</p><p><blockquote>由于价格上涨以及需求向利润更高、移动糖果和零食倾斜，这种情况近几个月可能有所改善。大多数包装食品同行，来自<b>可口可乐</b>，到<b>麦考密克</b>，正在从这些转变中看到提升。好时不会被排除在派对之外。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4f8a32471591d4b0092cce99e3766887\" tg-width=\"720\" tg-height=\"482\" referrerpolicy=\"no-referrer\"><span>HSY OPERATING MARGIN (TTM)DATA BYYCHARTS</span></p><p><blockquote><p class=\"t-img-caption\"><span>HSY营业利润率(TTM)数据来自YCharts</span></p></blockquote></p><p> Most investors are looking for earnings to jump to $1.44 per share from $1.31 per share a year ago. But the bigger question is whether Hershey can return to setting record operating margins by late 2021.</p><p><blockquote>大多数投资者预计每股收益将从一年前的每股1.31美元跃升至1.44美元。但更大的问题是好时能否在2021年底前恢复创纪录的营业利润率。</blockquote></p><p> The new outlook</p><p><blockquote>新展望</blockquote></p><p> Heading into this report, CEO Michele Buck and her team's outlook is calling for sales to rise by between 4% and 6% this year, up from their prior forecast of a 2% to 4% uptick. A strong Q2 outing for the business might spur another modest increase to that prediction on Thursday.</p><p><blockquote>在这份报告中，首席执行官米歇尔·巴克(Michele Buck)和她的团队的展望是，今年的销售额将增长4%至6%，高于他们之前预测的2%至4%。该业务第二季度的强劲表现可能会刺激周四这一预测再次小幅上调。</blockquote></p><p> The earnings outlook was also lifted in April and might get another boost this week, especially if consumers don't balk at Hershey's latest round of price increases.</p><p><blockquote>四月份的盈利前景也被上调，本周可能会再次提振，特别是如果消费者不回避好时最新一轮的价格上涨的话。</blockquote></p><p> Looking further out, the company can reasonably target accelerating sales and earnings growth this year following modest increases during the COVID-19 pandemic. Hershey isn't the cheapest or fastest-growing stock in its niche with those kinds of prospects. McCormick and PepsiCo have lower valuations even though they're expanding sales and earnings at a faster clip.</p><p><blockquote>展望未来，在COVID-19大流行期间略有增长后，该公司可以合理地设定今年加速销售和盈利增长的目标。好时并不是具有此类前景的利基市场中最便宜或增长最快的股票。尽管味好美和百事可乐正在以更快的速度扩大销售额和盈利，但它们的估值较低。</blockquote></p><p> But investors still might want to follow Hershey's report this week for signs that the business is on a sustainably stronger path. That's the surest way the company can earn the stock price rally that's seen it outperform most of its rivals over the past year.</p><p><blockquote>但投资者可能仍希望关注好时本周的报告，以寻找该业务正在走上可持续强劲道路的迹象。这是该公司赢得股价上涨的最可靠方式，过去一年该公司的表现优于大多数竞争对手。</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>Hershey Earnings: What to Watch<blockquote>好时盈利：值得关注</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\">\nHershey Earnings: What to Watch<blockquote>好时盈利：值得关注</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Motley Fool</strong><span class=\"h-time small\">2021-07-27 11:12</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b>Hershey</b>(NYSE:HSY)shareholders are in for a treat. The confectioner is set to announce earnings results for the second quarter on Thursday, July 29. And if its recent momentum is any guide, that report might include strong sales and earnings growth, along with another upgrade to management's 2021 forecast.</p><p><blockquote><b>赫尔希</b>（纽约证券交易所股票代码：HSY）股东们将享受到一份享受。该糖果制造商将于7月29日星期四公布第二季度盈利结果。如果其最近的势头有任何指导意义的话，该报告可能包括强劲的销售和盈利增长，以及管理层对2021年预测的再次升级。</blockquote></p><p> Let's take a closer look.</p><p><blockquote>让我们仔细看看。</blockquote></p><p> More mobility</p><p><blockquote>更多机动性</blockquote></p><p> There's every reason to expect big sales numbers in Thursday's announcement. Hershey said back in April that its portfolio was resonating with consumers, especially as they increased mobility following the lifting of COVID-19 social distancing efforts. Its baking products continued to sell well through early April, but on-the-go purchases like candies, mints, and gums started booming. Overall organic sales were up 13% last quarter.</p><p><blockquote>有充分的理由期待周四的公告中的大销售数字。好时早在4月份就表示，其产品组合引起了消费者的共鸣，特别是在COVID-19社交距离措施解除后，他们增加了流动性。其烘焙产品在四月初继续畅销，但糖果、薄荷糖和口香糖等移动购买开始蓬勃发展。上季度整体有机销售额增长了13%。</blockquote></p><p> Look for slower, but still impressive, gains on Thursday. Most investors who follow the stock are expecting sales to rise about 5% to $1.8 billion. That performance would keep Hershey near the top of the snack food niche.<b>PepsiCo</b>, for context, just announced a6% boostin its U.S. snack segment through mid-June.</p><p><blockquote>期待周四的涨幅放缓，但仍令人印象深刻。大多数关注该股的投资者预计销售额将增长约5%，达到18亿美元。这一表现将使好时在休闲食品领域保持领先地位。<b>百事可乐</b>就背景而言，该公司刚刚宣布截至6月中旬其美国零食业务增长6%。</blockquote></p><p> Beyond that headline sales figure, watch for Hershey's comments on market share and on the balance between rising sales volumes and prices. Ideally, volume will lead the way higher even as prices increase.</p><p><blockquote>除了总体销售数据之外，请关注好时对市场份额以及销量增长与价格之间平衡的评论。理想情况下，即使价格上涨，成交量也会领先。</blockquote></p><p> Profit check-in</p><p><blockquote>利润签到</blockquote></p><p> Most globalconsumer staplespeers, including PepsiCo, are posting higher margins right now, but Hershey hasn't yet cashed in on that trend. Gross profit dipped slightly in the second quarter, in fact, which held bottom-line profitability in check.</p><p><blockquote>包括百事可乐在内的大多数全球消费必需品公司目前都公布了更高的利润率，但好时尚未从这一趋势中获利。事实上，第二季度毛利润略有下降，这抑制了底线盈利能力。</blockquote></p><p> That situation likely improved in recent months thanks to rising prices and a demand tilt toward higher-margin, on-the-go candies and snacks. Most packaged food peers, from<b>Coca-Cola</b>, to<b>McCormick</b>, are seeing a lift from these shifts. Hershey won't be left out of the party.</p><p><blockquote>由于价格上涨以及需求向利润更高、移动糖果和零食倾斜，这种情况近几个月可能有所改善。大多数包装食品同行，来自<b>可口可乐</b>，到<b>麦考密克</b>，正在从这些转变中看到提升。好时不会被排除在派对之外。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4f8a32471591d4b0092cce99e3766887\" tg-width=\"720\" tg-height=\"482\" referrerpolicy=\"no-referrer\"><span>HSY OPERATING MARGIN (TTM)DATA BYYCHARTS</span></p><p><blockquote><p class=\"t-img-caption\"><span>HSY营业利润率(TTM)数据来自YCharts</span></p></blockquote></p><p> Most investors are looking for earnings to jump to $1.44 per share from $1.31 per share a year ago. But the bigger question is whether Hershey can return to setting record operating margins by late 2021.</p><p><blockquote>大多数投资者预计每股收益将从一年前的每股1.31美元跃升至1.44美元。但更大的问题是好时能否在2021年底前恢复创纪录的营业利润率。</blockquote></p><p> The new outlook</p><p><blockquote>新展望</blockquote></p><p> Heading into this report, CEO Michele Buck and her team's outlook is calling for sales to rise by between 4% and 6% this year, up from their prior forecast of a 2% to 4% uptick. A strong Q2 outing for the business might spur another modest increase to that prediction on Thursday.</p><p><blockquote>在这份报告中，首席执行官米歇尔·巴克(Michele Buck)和她的团队的展望是，今年的销售额将增长4%至6%，高于他们之前预测的2%至4%。该业务第二季度的强劲表现可能会刺激周四这一预测再次小幅上调。</blockquote></p><p> The earnings outlook was also lifted in April and might get another boost this week, especially if consumers don't balk at Hershey's latest round of price increases.</p><p><blockquote>四月份的盈利前景也被上调，本周可能会再次提振，特别是如果消费者不回避好时最新一轮的价格上涨的话。</blockquote></p><p> Looking further out, the company can reasonably target accelerating sales and earnings growth this year following modest increases during the COVID-19 pandemic. Hershey isn't the cheapest or fastest-growing stock in its niche with those kinds of prospects. McCormick and PepsiCo have lower valuations even though they're expanding sales and earnings at a faster clip.</p><p><blockquote>展望未来，在COVID-19大流行期间略有增长后，该公司可以合理地设定今年加速销售和盈利增长的目标。好时并不是具有此类前景的利基市场中最便宜或增长最快的股票。尽管味好美和百事可乐正在以更快的速度扩大销售额和盈利，但它们的估值较低。</blockquote></p><p> But investors still might want to follow Hershey's report this week for signs that the business is on a sustainably stronger path. That's the surest way the company can earn the stock price rally that's seen it outperform most of its rivals over the past year.</p><p><blockquote>但投资者可能仍希望关注好时本周的报告，以寻找该业务正在走上可持续强劲道路的迹象。这是该公司赢得股价上涨的最可靠方式，过去一年该公司的表现优于大多数竞争对手。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.fool.com/investing/2021/07/26/hershey-earnings-what-to-watch/\">Motley Fool</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"HSY":"好时"},"source_url":"https://www.fool.com/investing/2021/07/26/hershey-earnings-what-to-watch/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1124522176","content_text":"Hershey(NYSE:HSY)shareholders are in for a treat. The confectioner is set to announce earnings results for the second quarter on Thursday, July 29. And if its recent momentum is any guide, that report might include strong sales and earnings growth, along with another upgrade to management's 2021 forecast.\nLet's take a closer look.\nMore mobility\nThere's every reason to expect big sales numbers in Thursday's announcement. Hershey said back in April that its portfolio was resonating with consumers, especially as they increased mobility following the lifting of COVID-19 social distancing efforts. Its baking products continued to sell well through early April, but on-the-go purchases like candies, mints, and gums started booming. Overall organic sales were up 13% last quarter.\nLook for slower, but still impressive, gains on Thursday. Most investors who follow the stock are expecting sales to rise about 5% to $1.8 billion. That performance would keep Hershey near the top of the snack food niche.PepsiCo, for context, just announced a6% boostin its U.S. snack segment through mid-June.\nBeyond that headline sales figure, watch for Hershey's comments on market share and on the balance between rising sales volumes and prices. Ideally, volume will lead the way higher even as prices increase.\nProfit check-in\nMost globalconsumer staplespeers, including PepsiCo, are posting higher margins right now, but Hershey hasn't yet cashed in on that trend. Gross profit dipped slightly in the second quarter, in fact, which held bottom-line profitability in check.\nThat situation likely improved in recent months thanks to rising prices and a demand tilt toward higher-margin, on-the-go candies and snacks. Most packaged food peers, fromCoca-Cola, toMcCormick, are seeing a lift from these shifts. Hershey won't be left out of the party.\nHSY OPERATING MARGIN (TTM)DATA BYYCHARTS\nMost investors are looking for earnings to jump to $1.44 per share from $1.31 per share a year ago. But the bigger question is whether Hershey can return to setting record operating margins by late 2021.\nThe new outlook\nHeading into this report, CEO Michele Buck and her team's outlook is calling for sales to rise by between 4% and 6% this year, up from their prior forecast of a 2% to 4% uptick. A strong Q2 outing for the business might spur another modest increase to that prediction on Thursday.\nThe earnings outlook was also lifted in April and might get another boost this week, especially if consumers don't balk at Hershey's latest round of price increases.\nLooking further out, the company can reasonably target accelerating sales and earnings growth this year following modest increases during the COVID-19 pandemic. Hershey isn't the cheapest or fastest-growing stock in its niche with those kinds of prospects. McCormick and PepsiCo have lower valuations even though they're expanding sales and earnings at a faster clip.\nBut investors still might want to follow Hershey's report this week for signs that the business is on a sustainably stronger path. That's the surest way the company can earn the stock price rally that's seen it outperform most of its rivals over the past year.","news_type":1,"symbols_score_info":{"HSY":0.9}},"isVote":1,"tweetType":1,"viewCount":1068,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":809821535,"gmtCreate":1627359246327,"gmtModify":1633765735911,"author":{"id":"4090421679914750","authorId":"4090421679914750","name":"benni","avatar":"https://static.tigerbbs.com/756c1b0760ed3ba99b7fda1a30ee4cdd","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090421679914750","idStr":"4090421679914750"},"themes":[],"htmlText":"Great&nbsp;","listText":"Great&nbsp;","text":"Great","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/809821535","repostId":"1190848120","repostType":4,"repost":{"id":"1190848120","kind":"news","pubTimestamp":1627356244,"share":"https://www.laohu8.com/m/news/1190848120?lang=zh_CN&edition=full","pubTime":"2021-07-27 11:24","market":"us","language":"en","title":"AMD Reports Earnings Tuesday. It’s All About the Data Center.<blockquote>AMD周二公布财报。这一切都与数据中心有关。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1190848120","media":"Barrons","summary":"When chip designer Advanced Micro Devices reports earnings Tuesday after the closing bell, investors","content":"<p>When chip designer Advanced Micro Devices reports earnings Tuesday after the closing bell, investors are expecting a 266% increase in per-share profit and a near doubling in revenue.</p><p><blockquote>当芯片设计公司Advanced Micro Devices周二收盘后公布财报时，投资者预计每股利润将增长266%，收入将几乎翻一番。</blockquote></p><p> Amid chip shortages crippling the global economy, investors have lofty expectations for semiconductor businesses.</p><p><blockquote>在芯片短缺导致全球经济瘫痪的情况下，投资者对半导体业务抱有很高的期望。</blockquote></p><p> For AMD (ticker: AMD), the company’s ability to top high expectations may come down to its revenue from data center chips. That data-center market is rich with opportunity for AMD, after the launch delay of a new advanced server chip from rival Intel (INTC).</p><p><blockquote>对于AMD（股票代码：AMD）来说，该公司能否超出高预期可能取决于其来自数据中心芯片的收入。在竞争对手英特尔(INTC)推迟推出新型先进服务器芯片后，数据中心市场对AMD来说充满了机会。</blockquote></p><p> Jefferies analyst Mark Lipacis wrote that, according to his team’s industry checks, AMD’s Milan server chips are set to take a significant amount of market share from Intel in the second half of the year.</p><p><blockquote>Jefferies分析师Mark Lipacis写道，根据其团队的行业检查，AMD的Milan服务器芯片将在今年下半年从英特尔手中夺走大量市场份额。</blockquote></p><p> AMD executives have issued consistently bullish guidance. In April, the company forecast that revenue would be up 86% in the second-quarter, to approximately $3.6 billion. Analysts currently expect second-quarter adjusted profit of 54 cents a share on revenue of $3.6 billion.</p><p><blockquote>AMD高管一直发布看涨指引。4月份，该公司预测第二季度收入将增长86%，达到约36亿美元。分析师目前预计第二季度调整后每股利润为54美分，营收为36亿美元。</blockquote></p><p> Wall Street expects AMD to deliver computer and graphics segment revenue of $2.2 billion and enterprise, embedded, and semi-custom revenue of $1.4 billion. The company’s semi-custom business includes chips designed for new videogame consoles sold by Microsoft (MSFT) and Sony (SNE).</p><p><blockquote>华尔街预计AMD将实现22亿美元的计算机和图形部门收入，14亿美元的企业、嵌入式和半定制收入。该公司的半定制业务包括为微软(MSFT)和Sony(SNE)销售的新型视频游戏机设计的芯片。</blockquote></p><p> AMD has previously said it expects full-year 2021 revenue to grow about 50% from last year.</p><p><blockquote>AMD此前曾表示，预计2021年全年营收将较去年增长约50%。</blockquote></p><p> AMD’s growth potential could be limited by difficulties in obtaining materials and components necessary for chip making, as well as securing additional capacity from its contract manufacturers, including Taiwan Semiconductor Manufacturing (TSM). BMO Capital Markets analyst Ambrish Srivastava wrote that data center demand could be hurt by component shortages and some of the materials necessary to manufacture chips.</p><p><blockquote>AMD的增长潜力可能会受到难以获得芯片制造所需材料和组件以及难以从包括台积电(TSM)在内的合同制造商获得额外产能的限制。BMO资本市场分析师Ambrish Srivastava写道，数据中心的需求可能会因零部件短缺和制造芯片所需的一些材料而受到损害。</blockquote></p><p> Because AMD shares trade at a high multiple—42 times earnings estimates for the next 12 months—Srivastava said that the company would need to top Wall Street expectations by a “meaningful” amount and again raise its full-year guidance to move the stock higher.</p><p><blockquote>由于AMD股价的市盈率很高——未来12个月盈利预期的42倍——Srivastava表示，该公司需要超出华尔街预期一个“有意义”的金额，并再次上调全年指引以推动股价走高。</blockquote></p><p> AMD has reported better-than-expected per-share profit for the past four quarters. It has missed revenue estimates only once in the past two years.</p><p><blockquote>AMD公布的过去四个季度的每股利润好于预期。过去两年，该公司仅有一次未达到收入预期。</blockquote></p><p> Outsize expectations and bullish forecasts from executives haven’t done much to help AMD’s stock recently. After soaring in 2020, AMD shares are flat this year, while the PHLX Semiconductor index is up 17%.</p><p><blockquote>高管们的过高预期和看涨预测最近并没有对AMD的股价产生多大帮助。AMD股价在2020年飙升后，今年持平，而PHLX半导体指数上涨17%。</blockquote></p><p> Among Wall Street analysts covering AMD, 25 rate the stock at Buy, 15 at Hold, and three at Sell. The average target price is $102.35, 11% above a recent close of $91.82.</p><p><blockquote>在研究AMD的华尔街分析师中，25人将该股评级为买入，15人评级为持有，3人评级为卖出。平均目标价为102.35美元，较近期收盘价91.82美元上涨11%。</blockquote></p><p></p>","source":"lsy1601382232898","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>AMD Reports Earnings Tuesday. It’s All About the Data Center.<blockquote>AMD周二公布财报。这一切都与数据中心有关。</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\">\nAMD Reports Earnings Tuesday. It’s All About the Data Center.<blockquote>AMD周二公布财报。这一切都与数据中心有关。</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-07-27 11:24</span>\n</p>\n</h4>\n</header>\n<article>\n<p>When chip designer Advanced Micro Devices reports earnings Tuesday after the closing bell, investors are expecting a 266% increase in per-share profit and a near doubling in revenue.</p><p><blockquote>当芯片设计公司Advanced Micro Devices周二收盘后公布财报时，投资者预计每股利润将增长266%，收入将几乎翻一番。</blockquote></p><p> Amid chip shortages crippling the global economy, investors have lofty expectations for semiconductor businesses.</p><p><blockquote>在芯片短缺导致全球经济瘫痪的情况下，投资者对半导体业务抱有很高的期望。</blockquote></p><p> For AMD (ticker: AMD), the company’s ability to top high expectations may come down to its revenue from data center chips. That data-center market is rich with opportunity for AMD, after the launch delay of a new advanced server chip from rival Intel (INTC).</p><p><blockquote>对于AMD（股票代码：AMD）来说，该公司能否超出高预期可能取决于其来自数据中心芯片的收入。在竞争对手英特尔(INTC)推迟推出新型先进服务器芯片后，数据中心市场对AMD来说充满了机会。</blockquote></p><p> Jefferies analyst Mark Lipacis wrote that, according to his team’s industry checks, AMD’s Milan server chips are set to take a significant amount of market share from Intel in the second half of the year.</p><p><blockquote>Jefferies分析师Mark Lipacis写道，根据其团队的行业检查，AMD的Milan服务器芯片将在今年下半年从英特尔手中夺走大量市场份额。</blockquote></p><p> AMD executives have issued consistently bullish guidance. In April, the company forecast that revenue would be up 86% in the second-quarter, to approximately $3.6 billion. Analysts currently expect second-quarter adjusted profit of 54 cents a share on revenue of $3.6 billion.</p><p><blockquote>AMD高管一直发布看涨指引。4月份，该公司预测第二季度收入将增长86%，达到约36亿美元。分析师目前预计第二季度调整后每股利润为54美分，营收为36亿美元。</blockquote></p><p> Wall Street expects AMD to deliver computer and graphics segment revenue of $2.2 billion and enterprise, embedded, and semi-custom revenue of $1.4 billion. The company’s semi-custom business includes chips designed for new videogame consoles sold by Microsoft (MSFT) and Sony (SNE).</p><p><blockquote>华尔街预计AMD将实现22亿美元的计算机和图形部门收入，14亿美元的企业、嵌入式和半定制收入。该公司的半定制业务包括为微软(MSFT)和Sony(SNE)销售的新型视频游戏机设计的芯片。</blockquote></p><p> AMD has previously said it expects full-year 2021 revenue to grow about 50% from last year.</p><p><blockquote>AMD此前曾表示，预计2021年全年营收将较去年增长约50%。</blockquote></p><p> AMD’s growth potential could be limited by difficulties in obtaining materials and components necessary for chip making, as well as securing additional capacity from its contract manufacturers, including Taiwan Semiconductor Manufacturing (TSM). BMO Capital Markets analyst Ambrish Srivastava wrote that data center demand could be hurt by component shortages and some of the materials necessary to manufacture chips.</p><p><blockquote>AMD的增长潜力可能会受到难以获得芯片制造所需材料和组件以及难以从包括台积电(TSM)在内的合同制造商获得额外产能的限制。BMO资本市场分析师Ambrish Srivastava写道，数据中心的需求可能会因零部件短缺和制造芯片所需的一些材料而受到损害。</blockquote></p><p> Because AMD shares trade at a high multiple—42 times earnings estimates for the next 12 months—Srivastava said that the company would need to top Wall Street expectations by a “meaningful” amount and again raise its full-year guidance to move the stock higher.</p><p><blockquote>由于AMD股价的市盈率很高——未来12个月盈利预期的42倍——Srivastava表示，该公司需要超出华尔街预期一个“有意义”的金额，并再次上调全年指引以推动股价走高。</blockquote></p><p> AMD has reported better-than-expected per-share profit for the past four quarters. It has missed revenue estimates only once in the past two years.</p><p><blockquote>AMD公布的过去四个季度的每股利润好于预期。过去两年，该公司仅有一次未达到收入预期。</blockquote></p><p> Outsize expectations and bullish forecasts from executives haven’t done much to help AMD’s stock recently. After soaring in 2020, AMD shares are flat this year, while the PHLX Semiconductor index is up 17%.</p><p><blockquote>高管们的过高预期和看涨预测最近并没有对AMD的股价产生多大帮助。AMD股价在2020年飙升后，今年持平，而PHLX半导体指数上涨17%。</blockquote></p><p> Among Wall Street analysts covering AMD, 25 rate the stock at Buy, 15 at Hold, and three at Sell. The average target price is $102.35, 11% above a recent close of $91.82.</p><p><blockquote>在研究AMD的华尔街分析师中，25人将该股评级为买入，15人评级为持有，3人评级为卖出。平均目标价为102.35美元，较近期收盘价91.82美元上涨11%。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/amd-reports-earnings-tuesday-its-all-about-the-data-center-51627339031?mod=hp_DAY_3\">Barrons</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":{"AMD":"美国超微公司"},"source_url":"https://www.barrons.com/articles/amd-reports-earnings-tuesday-its-all-about-the-data-center-51627339031?mod=hp_DAY_3","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1190848120","content_text":"When chip designer Advanced Micro Devices reports earnings Tuesday after the closing bell, investors are expecting a 266% increase in per-share profit and a near doubling in revenue.\nAmid chip shortages crippling the global economy, investors have lofty expectations for semiconductor businesses.\nFor AMD (ticker: AMD), the company’s ability to top high expectations may come down to its revenue from data center chips. That data-center market is rich with opportunity for AMD, after the launch delay of a new advanced server chip from rival Intel (INTC).\nJefferies analyst Mark Lipacis wrote that, according to his team’s industry checks, AMD’s Milan server chips are set to take a significant amount of market share from Intel in the second half of the year.\nAMD executives have issued consistently bullish guidance. In April, the company forecast that revenue would be up 86% in the second-quarter, to approximately $3.6 billion. Analysts currently expect second-quarter adjusted profit of 54 cents a share on revenue of $3.6 billion.\nWall Street expects AMD to deliver computer and graphics segment revenue of $2.2 billion and enterprise, embedded, and semi-custom revenue of $1.4 billion. The company’s semi-custom business includes chips designed for new videogame consoles sold by Microsoft (MSFT) and Sony (SNE).\nAMD has previously said it expects full-year 2021 revenue to grow about 50% from last year.\nAMD’s growth potential could be limited by difficulties in obtaining materials and components necessary for chip making, as well as securing additional capacity from its contract manufacturers, including Taiwan Semiconductor Manufacturing (TSM). BMO Capital Markets analyst Ambrish Srivastava wrote that data center demand could be hurt by component shortages and some of the materials necessary to manufacture chips.\nBecause AMD shares trade at a high multiple—42 times earnings estimates for the next 12 months—Srivastava said that the company would need to top Wall Street expectations by a “meaningful” amount and again raise its full-year guidance to move the stock higher.\nAMD has reported better-than-expected per-share profit for the past four quarters. It has missed revenue estimates only once in the past two years.\nOutsize expectations and bullish forecasts from executives haven’t done much to help AMD’s stock recently. After soaring in 2020, AMD shares are flat this year, while the PHLX Semiconductor index is up 17%.\nAmong Wall Street analysts covering AMD, 25 rate the stock at Buy, 15 at Hold, and three at Sell. The average target price is $102.35, 11% above a recent close of $91.82.","news_type":1,"symbols_score_info":{"AMD":0.9}},"isVote":1,"tweetType":1,"viewCount":1283,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":809821221,"gmtCreate":1627359232663,"gmtModify":1633765736033,"author":{"id":"4090421679914750","authorId":"4090421679914750","name":"benni","avatar":"https://static.tigerbbs.com/756c1b0760ed3ba99b7fda1a30ee4cdd","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090421679914750","idStr":"4090421679914750"},"themes":[],"htmlText":"Good&nbsp;","listText":"Good&nbsp;","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/809821221","repostId":"1127751488","repostType":4,"isVote":1,"tweetType":1,"viewCount":1403,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":809823577,"gmtCreate":1627359189899,"gmtModify":1633765736770,"author":{"id":"4090421679914750","authorId":"4090421679914750","name":"benni","avatar":"https://static.tigerbbs.com/756c1b0760ed3ba99b7fda1a30ee4cdd","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090421679914750","idStr":"4090421679914750"},"themes":[],"htmlText":"Great&nbsp;","listText":"Great&nbsp;","text":"Great","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/809823577","repostId":"1103996297","repostType":4,"repost":{"id":"1103996297","kind":"news","pubTimestamp":1627357394,"share":"https://www.laohu8.com/m/news/1103996297?lang=zh_CN&edition=full","pubTime":"2021-07-27 11:43","market":"us","language":"en","title":"Goldman Sachs slashes US economic growth forecast over weaker spending on services<blockquote>高盛因服务业支出疲软下调美国经济增长预期</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1103996297","media":"CNN","summary":"New York Goldman Sachs  slashed its forecast for US economic activity in the second half of the year, pointing to sluggish consumer spending on services as well as the threats posed by the Covid-19 Delta variant.During the pandemic and the start of the recovery, Americans spent big on goods: Used car prices soared, as did prices for furniture and other household items, in response to surging demand and shortages of materials.That's why rotation is necessary in how people spend their cash, said G","content":"<p>New York (CNN Business)Goldman Sachs (GS) slashed its forecast for US economic activity in the second half of the year, pointing to sluggish consumer spending on services as well as the threats posed by the Covid-19 Delta variant.</p><p><blockquote>纽约（CNN商业）高盛（GS）大幅下调了对美国下半年经济活动的预测，指出消费者服务业支出低迷以及Covid-19德尔塔变异毒株带来的威胁。</blockquote></p><p> During the pandemic and the start of the recovery, Americans spent big on goods: Used car prices soared, as did prices for furniture and other household items, in response to surging demand and shortages of materials.</p><p><blockquote>在疫情和复苏开始期间，美国人在商品上花了很多钱：二手车价格飙升，家具和其他家居用品的价格也是如此，以应对需求激增和材料短缺。</blockquote></p><p> But in normal times, consumers spend much more on services like concerts or dining out —and the big spending on goods that has defined the pandemic recovery so far isn't sustainable to keep the US economy growing.</p><p><blockquote>但在正常情况下，消费者在音乐会或外出就餐等服务上的支出要多得多，而迄今为止，疫情复苏的大宗商品支出无法持续保持美国经济增长。</blockquote></p><p> That's why rotation is necessary in how people spend their cash, said Goldman Sachs economist Ronnie Walker on Monday in a note to clients. But fears around the Delta variant are keeping services spending down.</p><p><blockquote>高盛经济学家罗尼·沃克周一在给客户的一份报告中表示，这就是为什么人们使用现金的方式需要轮换。但对德尔塔变异毒株的担忧正在压低服务支出。</blockquote></p><p> \"The services categories where spending remains depressed are generally either associated with high virus risk, such as live entertainment events, or connected to office-based work, such as ground transportation or dry cleaners,\" Walker wrote.</p><p><blockquote>沃克写道：“支出仍然低迷的服务类别通常要么与高病毒风险有关，例如现场娱乐活动，要么与办公室工作有关，例如地面交通或干洗店。”</blockquote></p><p> In response, Goldman slashed its gross domestic product growth forecast, the widest measure of economic activity, by one percentage point in both the third and fourth quarters.</p><p><blockquote>作为回应，高盛将第三季度和第四季度国内生产总值（GDP）增长预期下调了一个百分点，这是衡量经济活动的最广泛指标。</blockquote></p><p> Between July and September, the Wall Street bank expected 8.5% annualized growth, before dropping to 5% in the last three months of the year. For the full year, Goldman predicts 6.6% GDP growth.</p><p><blockquote>7月至9月期间，这家华尔街银行预计年化增长率为8.5%，然后在今年最后三个月降至5%。高盛预测全年GDP增长6.6%。</blockquote></p><p> From 2022 on, the pace of expansion will slow further, trending back toward the 1.5% to 2% annualized growth what the nation typically saw before the pandemic.</p><p><blockquote>从2022年开始，扩张步伐将进一步放缓，回到疫情之前该国通常看到的1.5%至2%的年化增长率。</blockquote></p><p> Even though roughly half of Americans are fully vaccinated, cases are rising. In 48 states, the rate of new Covid-19 cases in the past week jumped by at least 10% compared to the previous week, according to data from Johns Hopkins University. In 34 of those states, the rate of new cases increased by more than 50%.</p><p><blockquote>尽管大约一半的美国人完全接种了疫苗，但病例仍在上升。约翰·霍普金斯大学的数据显示，在48个州，过去一周新增Covid-19病例的比率比前一周上升了至少10%。在其中34个州，新病例率增加了50%以上。</blockquote></p><p> The rise of infections through the variant is coming at an inopportune time: The economy is still not back to normal, and the resurgence of infections could keep people from fully participating in the economy.</p><p><blockquote>通过该变种感染的上升来得不合时宜：经济仍未恢复正常，感染的死灰复燃可能会使人们无法充分参与经济。</blockquote></p><p> \"While most consumers appear to be comfortable returning to high-contact services, some are still hesitant,\" said Walker. \"They are likely to remain cautious for now as the spread of the Delta variant keeps Covid fears alive, delaying a full recovery.\"</p><p><blockquote>沃克说：“虽然大多数消费者似乎对重返高接触服务感到满意，但有些人仍然犹豫不决。”“他们目前可能会保持谨慎，因为德尔塔变异毒株的蔓延使人们对新冠病毒的担忧持续存在，从而推迟了全面复苏。”</blockquote></p><p> At the same time, Goldman's economists believe the Delta variant's impact on the economy will be somewhat limited: \"Appetite for new government-mandated restrictions appears low; early state-level evidence shows little impact on consumer spending so far; and the virus situation already appears to be improving in the United Kingdom and other countries where it spread earliest,\" Walker wrote.</p><p><blockquote>与此同时，高盛的经济学家认为，德尔塔变异毒株对经济的影响将在一定程度上有限：“对政府强制实施的新限制措施的兴趣似乎很低；早期的州级证据显示，到目前为止，对消费者支出的影响很小；而且病毒情况在英国和其他传播最早的国家似乎正在改善，”沃克写道。</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>Goldman Sachs slashes US economic growth forecast over weaker spending on services<blockquote>高盛因服务业支出疲软下调美国经济增长预期</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\">\nGoldman Sachs slashes US economic growth forecast over weaker spending on services<blockquote>高盛因服务业支出疲软下调美国经济增长预期</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">CNN</strong><span class=\"h-time small\">2021-07-27 11:43</span>\n</p>\n</h4>\n</header>\n<article>\n<p>New York (CNN Business)Goldman Sachs (GS) slashed its forecast for US economic activity in the second half of the year, pointing to sluggish consumer spending on services as well as the threats posed by the Covid-19 Delta variant.</p><p><blockquote>纽约（CNN商业）高盛（GS）大幅下调了对美国下半年经济活动的预测，指出消费者服务业支出低迷以及Covid-19德尔塔变异毒株带来的威胁。</blockquote></p><p> During the pandemic and the start of the recovery, Americans spent big on goods: Used car prices soared, as did prices for furniture and other household items, in response to surging demand and shortages of materials.</p><p><blockquote>在疫情和复苏开始期间，美国人在商品上花了很多钱：二手车价格飙升，家具和其他家居用品的价格也是如此，以应对需求激增和材料短缺。</blockquote></p><p> But in normal times, consumers spend much more on services like concerts or dining out —and the big spending on goods that has defined the pandemic recovery so far isn't sustainable to keep the US economy growing.</p><p><blockquote>但在正常情况下，消费者在音乐会或外出就餐等服务上的支出要多得多，而迄今为止，疫情复苏的大宗商品支出无法持续保持美国经济增长。</blockquote></p><p> That's why rotation is necessary in how people spend their cash, said Goldman Sachs economist Ronnie Walker on Monday in a note to clients. But fears around the Delta variant are keeping services spending down.</p><p><blockquote>高盛经济学家罗尼·沃克周一在给客户的一份报告中表示，这就是为什么人们使用现金的方式需要轮换。但对德尔塔变异毒株的担忧正在压低服务支出。</blockquote></p><p> \"The services categories where spending remains depressed are generally either associated with high virus risk, such as live entertainment events, or connected to office-based work, such as ground transportation or dry cleaners,\" Walker wrote.</p><p><blockquote>沃克写道：“支出仍然低迷的服务类别通常要么与高病毒风险有关，例如现场娱乐活动，要么与办公室工作有关，例如地面交通或干洗店。”</blockquote></p><p> In response, Goldman slashed its gross domestic product growth forecast, the widest measure of economic activity, by one percentage point in both the third and fourth quarters.</p><p><blockquote>作为回应，高盛将第三季度和第四季度国内生产总值（GDP）增长预期下调了一个百分点，这是衡量经济活动的最广泛指标。</blockquote></p><p> Between July and September, the Wall Street bank expected 8.5% annualized growth, before dropping to 5% in the last three months of the year. For the full year, Goldman predicts 6.6% GDP growth.</p><p><blockquote>7月至9月期间，这家华尔街银行预计年化增长率为8.5%，然后在今年最后三个月降至5%。高盛预测全年GDP增长6.6%。</blockquote></p><p> From 2022 on, the pace of expansion will slow further, trending back toward the 1.5% to 2% annualized growth what the nation typically saw before the pandemic.</p><p><blockquote>从2022年开始，扩张步伐将进一步放缓，回到疫情之前该国通常看到的1.5%至2%的年化增长率。</blockquote></p><p> Even though roughly half of Americans are fully vaccinated, cases are rising. In 48 states, the rate of new Covid-19 cases in the past week jumped by at least 10% compared to the previous week, according to data from Johns Hopkins University. In 34 of those states, the rate of new cases increased by more than 50%.</p><p><blockquote>尽管大约一半的美国人完全接种了疫苗，但病例仍在上升。约翰·霍普金斯大学的数据显示，在48个州，过去一周新增Covid-19病例的比率比前一周上升了至少10%。在其中34个州，新病例率增加了50%以上。</blockquote></p><p> The rise of infections through the variant is coming at an inopportune time: The economy is still not back to normal, and the resurgence of infections could keep people from fully participating in the economy.</p><p><blockquote>通过该变种感染的上升来得不合时宜：经济仍未恢复正常，感染的死灰复燃可能会使人们无法充分参与经济。</blockquote></p><p> \"While most consumers appear to be comfortable returning to high-contact services, some are still hesitant,\" said Walker. \"They are likely to remain cautious for now as the spread of the Delta variant keeps Covid fears alive, delaying a full recovery.\"</p><p><blockquote>沃克说：“虽然大多数消费者似乎对重返高接触服务感到满意，但有些人仍然犹豫不决。”“他们目前可能会保持谨慎，因为德尔塔变异毒株的蔓延使人们对新冠病毒的担忧持续存在，从而推迟了全面复苏。”</blockquote></p><p> At the same time, Goldman's economists believe the Delta variant's impact on the economy will be somewhat limited: \"Appetite for new government-mandated restrictions appears low; early state-level evidence shows little impact on consumer spending so far; and the virus situation already appears to be improving in the United Kingdom and other countries where it spread earliest,\" Walker wrote.</p><p><blockquote>与此同时，高盛的经济学家认为，德尔塔变异毒株对经济的影响将在一定程度上有限：“对政府强制实施的新限制措施的兴趣似乎很低；早期的州级证据显示，到目前为止，对消费者支出的影响很小；而且病毒情况在英国和其他传播最早的国家似乎正在改善，”沃克写道。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://edition.cnn.com/2021/07/26/economy/goldman-sachs-services-economy-delta/index.html\">CNN</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":{".DJI":"道琼斯","GS":"高盛"},"source_url":"https://edition.cnn.com/2021/07/26/economy/goldman-sachs-services-economy-delta/index.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1103996297","content_text":"New York (CNN Business)Goldman Sachs (GS) slashed its forecast for US economic activity in the second half of the year, pointing to sluggish consumer spending on services as well as the threats posed by the Covid-19 Delta variant.\nDuring the pandemic and the start of the recovery, Americans spent big on goods: Used car prices soared, as did prices for furniture and other household items, in response to surging demand and shortages of materials.\nBut in normal times, consumers spend much more on services like concerts or dining out —and the big spending on goods that has defined the pandemic recovery so far isn't sustainable to keep the US economy growing.\nThat's why rotation is necessary in how people spend their cash, said Goldman Sachs economist Ronnie Walker on Monday in a note to clients. But fears around the Delta variant are keeping services spending down.\n\"The services categories where spending remains depressed are generally either associated with high virus risk, such as live entertainment events, or connected to office-based work, such as ground transportation or dry cleaners,\" Walker wrote.\nIn response, Goldman slashed its gross domestic product growth forecast, the widest measure of economic activity, by one percentage point in both the third and fourth quarters.\nBetween July and September, the Wall Street bank expected 8.5% annualized growth, before dropping to 5% in the last three months of the year. For the full year, Goldman predicts 6.6% GDP growth.\nFrom 2022 on, the pace of expansion will slow further, trending back toward the 1.5% to 2% annualized growth what the nation typically saw before the pandemic.\nEven though roughly half of Americans are fully vaccinated, cases are rising. In 48 states, the rate of new Covid-19 cases in the past week jumped by at least 10% compared to the previous week, according to data from Johns Hopkins University. In 34 of those states, the rate of new cases increased by more than 50%.\nThe rise of infections through the variant is coming at an inopportune time: The economy is still not back to normal, and the resurgence of infections could keep people from fully participating in the economy.\n\"While most consumers appear to be comfortable returning to high-contact services, some are still hesitant,\" said Walker. \"They are likely to remain cautious for now as the spread of the Delta variant keeps Covid fears alive, delaying a full recovery.\"\nAt the same time, Goldman's economists believe the Delta variant's impact on the economy will be somewhat limited: \"Appetite for new government-mandated restrictions appears low; early state-level evidence shows little impact on consumer spending so far; and the virus situation already appears to be improving in the United Kingdom and other countries where it spread earliest,\" Walker wrote.","news_type":1,"symbols_score_info":{"GS":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":907,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}