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haoran
haoran
·
2021-09-14
Uh why was it even necessary to mention Robinhood? Investors can buy these 3 stocks on any other platform.
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haoran
haoran
·
2021-05-12
I guess this is a long-term hold now...
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haoran
haoran
·
2021-05-11
Oh man my portfolio is gonna bleed
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haoran
haoran
·
2021-04-07
Sigh hope this doesn't affect the squeeze
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haoran
haoran
·
2021-03-13
Alright sounds like Xiaomi will rise for the next few days!
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haoran
haoran
·
2021-03-07
Covid has really accelerated the growth of the cloud business
十张图看懂微软Azure如何增长成为全球三朵云
十张图看懂微软Azure如何增长成为全球三朵云 2021年第二季度,微软Azure云收入同比增长50%,其中服务器产品和云服务收入增长了26%。下面,从十张图表中我们或许能够进一步理解微软Azure持续保持成为全球三朵云之一的重要原因。
十张图看懂微软Azure如何增长成为全球三朵云
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haoran
haoran
·
2021-03-05
Tech stocks taking a beating right now
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haoran
haoran
·
2021-02-28
Pay should be determined by market forces.
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haoran
haoran
·
2021-02-28
Tesla has been too expensive for too long
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haoran
haoran
·
2021-02-28
Ev is the way to go
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","text":"I guess this is a long-term hold now...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/193216118","repostId":"2134866119","repostType":2,"isVote":1,"tweetType":1,"viewCount":1966,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":199467900,"gmtCreate":1620727776600,"gmtModify":1634196803114,"author":{"id":"3555018102520237","authorId":"3555018102520237","name":"haoran","avatar":"https://static.tigerbbs.com/98846908e2f9dcc2c2892438f62318b7","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555018102520237","authorIdStr":"3555018102520237"},"themes":[],"title":"","htmlText":"Oh man my portfolio is gonna bleed","listText":"Oh man my portfolio is gonna bleed","text":"Oh man my portfolio is gonna bleed","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/199467900","repostId":"2134551566","repostType":4,"isVote":1,"tweetType":1,"viewCount":2306,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":341359465,"gmtCreate":1617785447057,"gmtModify":1634296527122,"author":{"id":"3555018102520237","authorId":"3555018102520237","name":"haoran","avatar":"https://static.tigerbbs.com/98846908e2f9dcc2c2892438f62318b7","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555018102520237","authorIdStr":"3555018102520237"},"themes":[],"title":"","htmlText":"Sigh hope this doesn't affect the squeeze","listText":"Sigh hope this doesn't affect the squeeze","text":"Sigh hope this doesn't affect the squeeze","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/341359465","repostId":"1135610440","repostType":4,"isVote":1,"tweetType":1,"viewCount":1719,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":326173821,"gmtCreate":1615607185063,"gmtModify":1703491565146,"author":{"id":"3555018102520237","authorId":"3555018102520237","name":"haoran","avatar":"https://static.tigerbbs.com/98846908e2f9dcc2c2892438f62318b7","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555018102520237","authorIdStr":"3555018102520237"},"themes":[],"title":"","htmlText":"Alright sounds like Xiaomi will rise for the next few days! ","listText":"Alright sounds like Xiaomi will rise for the next few days! ","text":"Alright sounds like Xiaomi will rise for the next few days!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/326173821","repostId":"2119967529","repostType":2,"isVote":1,"tweetType":1,"viewCount":2525,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":320656876,"gmtCreate":1615098596395,"gmtModify":1703484725202,"author":{"id":"3555018102520237","authorId":"3555018102520237","name":"haoran","avatar":"https://static.tigerbbs.com/98846908e2f9dcc2c2892438f62318b7","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555018102520237","authorIdStr":"3555018102520237"},"themes":[],"title":"","htmlText":"Covid has really accelerated the growth of the cloud business ","listText":"Covid has really accelerated the growth of the cloud business ","text":"Covid has really accelerated the growth of the cloud business","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/320656876","repostId":"2117656108","repostType":2,"repost":{"id":"2117656108","kind":"news","pubTimestamp":1615097160,"share":"https://www.laohu8.com/m/news/2117656108?lang=zh_CN&edition=full","pubTime":"2021-03-07 14:06","market":"us","language":"zh","title":"十张图看懂微软Azure如何增长成为全球三朵云","url":"https://stock-news.laohu8.com/highlight/detail?id=2117656108","media":"雷锋网","summary":"十张图看懂微软Azure如何增长成为全球三朵云 2021年第二季度,微软Azure云收入同比增长50%,其中服务器产品和云服务收入增长了26%。下面,从十张图表中我们或许能够进一步理解微软Azure持续保持成为全球三朵云之一的重要原因。","content":"<html><body><p>原标题:十张图看懂<a href=\"https://laohu8.com/S/MSFT\">微软</a>Azure如何增长成为全球三朵云</p><div> <div><img src=\"http://k.sinaimg.cn/n/spider202137/371/w740h431/20210307/e339-kkxpcze3640302.png/w720fin.jpg\"/></div><p>2021年第二季度,微软Azure云收入同比增长50%,其中服务器产品和云服务收入增长了26%。</p><p>最新一季度的商业云毛利率从去年同期的67%增长至71%。</p><p>截止12月31日的第二季度财报为430.8亿美元,高于去年同期的369.1亿美元。</p><p>微软推出了以Kubernetes为基础的混合云策略平台Azure Arc,目前有超过1000家客户使用Azure Arc来简化多云和混合云管理。</p><p>下面,从十张图表中我们或许能够进一步理解微软Azure持续保持成为全球三朵云之一的重要原因。</p><p><strong>1、<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>云(Intelligent Cloud)成为Q2营收最高的一项业务,以64亿美元占到总营收的36%。</strong></p><p>本季度,委员在间接分销渠道方面的成功,以及更多企业客户加快了“Cloud Frist”计划的实施,使得智能云业务增长迅猛。</p><div><img src=\"http://k.sinaimg.cn/n/spider202137/446/w740h506/20210307/a4b9-kkxpcze3640299.jpg/w720fin.jpg\"/></div><p><strong>2、调研机构Synergy Research最新云市场分析发现,<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>云和微软云共占总市场份额的50%以上,而微软云首次达到了20%以上。</strong></p><p>显示,2020年第四季度,企业在云基础设施服务商的支出基本超过370亿美元,比上一季度增长了40亿美元,同比2019年第四季度增长35%。Synergy Research指出,市场仅用九个季度就将规模扩大了一倍。</p><div><img src=\"http://k.sinaimg.cn/n/spider202137/372/w740h432/20210307/9786-kkxpcze3640336.jpg/w720fin.jpg\"/></div><p><strong>3、63%的企业在Azure上运行系统,仅次于AWS。</strong></p><p>Statista和Flexera 2020 云使用情况报告显示,6%的企业每年在Azure上的支出至少为120万美元。而从使用云和在云上运行虚机的企业数量来看,Azure都在缩小与AWS之间的差距。</p><div><img src=\"http://k.sinaimg.cn/n/spider202137/315/w740h375/20210307/2b46-kkxpcze3640337.jpg/w720fin.jpg\"/></div><p><strong>4、调研机构Canalys的数据显示,2020年云基础设施服务的总支出从2019年的1070亿美元增长33%,至1420亿美元,其中来自间接渠道的销售业务推动了近20%的市场份额的增长。</strong></p><p>微软在间接渠道分销拥有主导地位,这可以从其向代理商提供的销售支持、销售和技术支持的水平中得以看出。Canalys首席分析师Alastair Edwards表示:“云厂商正在寻求可信赖的业务合作伙伴来提供建议、实施、支持和管理企业上云历程,这个过程中它们还会主动阐明上云能够带来的实施业务价值。”</p><div><img src=\"http://k.sinaimg.cn/n/spider202137/357/w740h417/20210307/79b4-kkxpcze3640365.jpg/w720fin.jpg\"/></div><p><strong>5、19%的企业预计到2021年将进一步追加对Azure的使用,Azure有望进一步提升其领导者地位。</strong></p><p>Flexera技术报告显示,在接受调研的所有企业用户中,有61%的期望今年追加对Azure的使用,仅次于微软的SaaS软件。</p><div><img src=\"http://k.sinaimg.cn/n/spider202137/489/w740h549/20210307/be1a-kkxpcze3640366.jpg/w720fin.jpg\"/></div><p><strong>6、Microsoft Azure Stack是企业应用率第二高的私有云平台,目前有35%的企业在该平台上运行。</strong></p><p>关于Azure Stack,目前处于部署阶段的企业用户为21%;Flexera技术报告显示,接受调研的所有企业用户中有67%正在运行或考虑使用Azure进行应用部署。</p><div><img src=\"http://k.sinaimg.cn/n/spider202137/770/w740h830/20210307/8ced-kkxpcze3640400.jpg/w720fin.jpg\"/></div><p><strong>7、Microsoft Intelligent Security Graph上可以看到微软在智能方面的投入情况。</strong></p><p>微软依靠Security Graph来了解云运行状态,包括安全登陆、身份验证以及异常行为。微软每月组织了超过50亿种不同的恶意软件威胁,从而挺了大量有用的数据来分析客户网络中的端点行为。</p><div><img src=\"http://k.sinaimg.cn/n/spider202137/489/w740h549/20210307/be1a-kkxpcze3640366.jpg/w720fin.jpg\"/></div><p><strong>8、44.5%的企业表示Azure是其首选的BI服务供应商。</strong></p><p>数据显示,从AWS、<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>云、阿里云、<a href=\"https://laohu8.com/S/IBM\">IBM</a> BlueMix等主要云服务商提供的BI服务,有96.5%的被调研企业更喜欢Microsoft Azure BI。</p><div><img src=\"http://k.sinaimg.cn/n/spider202137/491/w740h551/20210307/03bd-kkxpcze3640433.jpg/w720fin.jpg\"/></div><p><strong>9、Counterpoint Research数据显示,Azure是端到端的全球领先物联网平台,总得分为276。</strong></p><p>边缘数据处理是IoT平台越来越重要的功能。从云到边缘交付IoT功能,微软在此类别中名列前茅。</p><div><img src=\"http://k.sinaimg.cn/n/spider202137/91/w740h951/20210307/71c8-kkxpcze3640436.jpg/w720fin.jpg\"/></div><p><strong>10、在数字供应链方面,Azure平台集成了供应链合作伙伴、以及供应链核心交易系统。</strong></p><p>疫情影响下,多数制造企业面临停产问题。为了相应这些市场需求,Azure平台上创建的Microsoft供应链(MSC)可与数字供应链平台集成。</p><div><img src=\"http://k.sinaimg.cn/n/spider202137/348/w740h408/20210307/96b6-kkxpcze3640491.jpg/w720fin.jpg\"/></div> </div></body></html>","source":"sina_symbol","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>十张图看懂微软Azure如何增长成为全球三朵云</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: 11px; color: #7E829C; margin: 0;line-height: 11px;}\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\">\n十张图看懂微软Azure如何增长成为全球三朵云\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-07 14:06 北京时间 <a href=https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/tech/2021-03-07/doc-ikknscsh8948695.shtml><strong>雷锋网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>原标题:十张图看懂微软Azure如何增长成为全球三朵云 2021年第二季度,微软Azure云收入同比增长50%,其中服务器产品和云服务收入增长了26%。最新一季度的商业云毛利率从去年同期的67%增长至71%。截止12月31日的第二季度财报为430.8亿美元,高于去年同期的369.1亿美元。微软推出了以Kubernetes为基础的混合云策略平台Azure Arc,目前有超过1000家客户使用...</p>\n\n<a href=\"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/tech/2021-03-07/doc-ikknscsh8948695.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/10b3f2b5061a9d6061e93040a971a291","relate_stocks":{"MSFT":"微软","03086":"华夏纳指","09086":"华夏纳指-U"},"source_url":"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/tech/2021-03-07/doc-ikknscsh8948695.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2117656108","content_text":"原标题:十张图看懂微软Azure如何增长成为全球三朵云 2021年第二季度,微软Azure云收入同比增长50%,其中服务器产品和云服务收入增长了26%。最新一季度的商业云毛利率从去年同期的67%增长至71%。截止12月31日的第二季度财报为430.8亿美元,高于去年同期的369.1亿美元。微软推出了以Kubernetes为基础的混合云策略平台Azure Arc,目前有超过1000家客户使用Azure Arc来简化多云和混合云管理。下面,从十张图表中我们或许能够进一步理解微软Azure持续保持成为全球三朵云之一的重要原因。1、智能云(Intelligent Cloud)成为Q2营收最高的一项业务,以64亿美元占到总营收的36%。本季度,委员在间接分销渠道方面的成功,以及更多企业客户加快了“Cloud Frist”计划的实施,使得智能云业务增长迅猛。2、调研机构Synergy Research最新云市场分析发现,亚马逊云和微软云共占总市场份额的50%以上,而微软云首次达到了20%以上。显示,2020年第四季度,企业在云基础设施服务商的支出基本超过370亿美元,比上一季度增长了40亿美元,同比2019年第四季度增长35%。Synergy Research指出,市场仅用九个季度就将规模扩大了一倍。3、63%的企业在Azure上运行系统,仅次于AWS。Statista和Flexera 2020 云使用情况报告显示,6%的企业每年在Azure上的支出至少为120万美元。而从使用云和在云上运行虚机的企业数量来看,Azure都在缩小与AWS之间的差距。4、调研机构Canalys的数据显示,2020年云基础设施服务的总支出从2019年的1070亿美元增长33%,至1420亿美元,其中来自间接渠道的销售业务推动了近20%的市场份额的增长。微软在间接渠道分销拥有主导地位,这可以从其向代理商提供的销售支持、销售和技术支持的水平中得以看出。Canalys首席分析师Alastair Edwards表示:“云厂商正在寻求可信赖的业务合作伙伴来提供建议、实施、支持和管理企业上云历程,这个过程中它们还会主动阐明上云能够带来的实施业务价值。”5、19%的企业预计到2021年将进一步追加对Azure的使用,Azure有望进一步提升其领导者地位。Flexera技术报告显示,在接受调研的所有企业用户中,有61%的期望今年追加对Azure的使用,仅次于微软的SaaS软件。6、Microsoft Azure Stack是企业应用率第二高的私有云平台,目前有35%的企业在该平台上运行。关于Azure Stack,目前处于部署阶段的企业用户为21%;Flexera技术报告显示,接受调研的所有企业用户中有67%正在运行或考虑使用Azure进行应用部署。7、Microsoft Intelligent Security Graph上可以看到微软在智能方面的投入情况。微软依靠Security Graph来了解云运行状态,包括安全登陆、身份验证以及异常行为。微软每月组织了超过50亿种不同的恶意软件威胁,从而挺了大量有用的数据来分析客户网络中的端点行为。8、44.5%的企业表示Azure是其首选的BI服务供应商。数据显示,从AWS、谷歌云、阿里云、IBM BlueMix等主要云服务商提供的BI服务,有96.5%的被调研企业更喜欢Microsoft Azure BI。9、Counterpoint Research数据显示,Azure是端到端的全球领先物联网平台,总得分为276。边缘数据处理是IoT平台越来越重要的功能。从云到边缘交付IoT功能,微软在此类别中名列前茅。10、在数字供应链方面,Azure平台集成了供应链合作伙伴、以及供应链核心交易系统。疫情影响下,多数制造企业面临停产问题。为了相应这些市场需求,Azure平台上创建的Microsoft供应链(MSC)可与数字供应链平台集成。","news_type":1,"symbols_score_info":{"09086":0.6,"03086":0.6,"MSFT":1}},"isVote":1,"tweetType":1,"viewCount":1782,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":367103880,"gmtCreate":1614915954640,"gmtModify":1703482935081,"author":{"id":"3555018102520237","authorId":"3555018102520237","name":"haoran","avatar":"https://static.tigerbbs.com/98846908e2f9dcc2c2892438f62318b7","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555018102520237","authorIdStr":"3555018102520237"},"themes":[],"title":"","htmlText":"Tech stocks taking a beating right now ","listText":"Tech stocks taking a beating right now ","text":"Tech stocks taking a beating right 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