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- WQianWQian
  ·2021-08-27
  $Alibaba(BABA)$Why la why...
  2,568 评论
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- WQianWQian
  ·2021-08-12
  $英特尔(INTC)$怎么这样～
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- WQianWQian
  ·2021-08-12
  [邪恶] [邪恶]
  8 Best Growth Stocks For The Second Half Of 2021<blockquote>2021年下半年8只最佳成长型股票</blockquote>
  Despite inflationary pressures and the possibility of a Fed interest rate hike in the offing, growth
  8 Best Growth Stocks For The Second Half Of 2021<blockquote>2021年下半年8只最佳成长型股票</blockquote>
  2,125 评论
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- WQianWQian
  ·2021-08-12
  [思考]
  非常抱歉，此主贴已删除
  3,878 1
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- WQianWQian
  ·2021-08-06
  Interesting
  非常抱歉，此主贴已删除
  1,720 评论
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- WQianWQian
  ·2021-08-06
  Great ariticle, would you like to share it?
  20 cloud stocks expected to increase sales the most over the next two years<blockquote>预计未来两年销售额增幅最大的 20 只云股票</blockquote>
  Cloud ETFs are close to record highs, propelled by a rally in the sector Analysts see stellar sales
  20 cloud stocks expected to increase sales the most over the next two years<blockquote>预计未来两年销售额增幅最大的 20 只云股票</blockquote>
  2,145 评论
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- WQianWQian
  ·2021-08-05
  $Qualcomm(QCOM)$[胜利]
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- WQianWQian
  ·2021-07-30
  $Alibaba(BABA)$The more I did DCA, the further it dropped. Hello! I don't want to put all my eggs in your basket only. [生气] [生气] [生气]
  2,541 评论
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- WQianWQian
  ·2021-07-29
  So tempted to buy! [思考] [思考] [思考]
  3,469 评论
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- WQianWQian
  ·2021-07-29
  $Intel(INTC)$争气点好吗！！！[生气]
  2,080 评论
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href=\"https://laohu8.com/S/BABA\">$Alibaba(BABA)$</a>Why la why...","listText":"<a href=\"https://laohu8.com/S/BABA\">$Alibaba(BABA)$</a>Why la why...","text":"$Alibaba(BABA)$Why la why...","images":[{"img":"https://static.tigerbbs.com/b0677505f06fb459961e4c8a14f1eb9d","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/810445636","isVote":1,"tweetType":1,"viewCount":2568,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":895850497,"gmtCreate":1628734678319,"gmtModify":1631885479059,"author":{"id":"3568286873818679","authorId":"3568286873818679","name":"WQian","avatar":"https://static.tigerbbs.com/375e465e710fe0d3d01a69eba9002e01","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568286873818679","authorIdStr":"3568286873818679"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$</a>怎么这样～&nbsp;","listText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$</a>怎么这样～&nbsp;","text":"$英特尔(INTC)$怎么这样～","images":[{"img":"https://static.tigerbbs.com/2f13f2016d6561e6a0d56de10a7e29a1","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/895850497","isVote":1,"tweetType":1,"viewCount":3605,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":895882359,"gmtCreate":1628733487271,"gmtModify":1633689919302,"author":{"id":"3568286873818679","authorId":"3568286873818679","name":"WQian","avatar":"https://static.tigerbbs.com/375e465e710fe0d3d01a69eba9002e01","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568286873818679","authorIdStr":"3568286873818679"},"themes":[],"title":"","htmlText":"[邪恶]&nbsp;[邪恶]&nbsp;","listText":"[邪恶]&nbsp;[邪恶]&nbsp;","text":"[邪恶] [邪恶]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/895882359","repostId":"1155538846","repostType":4,"repost":{"id":"1155538846","kind":"news","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga Earnings","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1628732272,"share":"https://www.laohunote.com/m/news/1155538846?lang=zh_CN&edition=full","pubTime":"2021-08-12 09:37","market":"us","language":"en","title":"8 Best Growth Stocks For The Second Half Of 2021<blockquote>2021年下半年8只最佳成长型股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1155538846","media":"Benzinga Earnings","summary":"Despite inflationary pressures and the possibility of a Fed interest rate hike in the offing, growth","content":"<p>Despite inflationary pressures and the possibility of a Fed interest rate hike in the offing, growth stocks have continued the momentum gained in 2020.</p><p><blockquote>尽管面临通胀压力以及美联储加息的可能性迫在眉睫，但成长型股票仍延续了 2020 年获得的势头。</blockquote></p><p> All three major indices recorded double-digit gains in the first half of 2021. The Dow, S&amp;P 500 and Nasdaq added 12.7%, 14.4%&nbsp;and 12.5%, respectively,&nbsp;in the first six months of the year.</p><p><blockquote>2021年上半年，三大指数均录得两位数涨幅。今年前六个月，道琼斯指数、标普500指数和纳斯达克指数分别上涨 12.7%、14.4% 和 12.5%。</blockquote></p><p> Wall Street analysts widely expect the momentum to continue in the back half of 2021.</p><p><blockquote>华尔街分析师普遍预计这一势头将在 2021 年下半年继续下去。</blockquote></p><p> The following are growth stocks that could perform well in the second half, in no particular order.</p><p><blockquote>以下是下半年可能表现良好的成长股，排名不分先后。</blockquote></p><p> <h3><b>Alphabet</b></h3> <a href=\"https://laohu8.com/S/GOOG\">Alphabet</a> beat first- and second-quarter earnings estimates by a wide margin. While the continued shift by businesses to the cloud could boost the prospects of Google Cloud, the revival of travel and retail spending is likely to drive Google’s performance.</p><p><blockquote><h3><b>Alphabet</b></h3><a href=\"https://laohu8.com/S/GOOG\">Alphabet</a>大幅超出第一季度和第二季度盈利预期。虽然企业不断向云迁移可能会提振谷歌云的前景，但旅行和零售支出的复苏可能会推动谷歌的业绩。</blockquote></p><p> Alphabet is also gearing up to launch new and innovative features to boost the Google TV app.</p><p><blockquote>Alphabet还准备推出新的创新功能来提升谷歌电视应用。</blockquote></p><p> <h3><b>Apple</b></h3> Semiconductor shortage aside,&nbsp;<a href=\"https://laohu8.com/S/AAPL\">Apple</a> has plenty of growth drivers. The company’s loyal user base could drive its next phase of growth. Apple has been aggressively monetizing its services with a 660-million subscriber base and recurring subscription revenues.</p><p><blockquote><h3><b>苹果</b></h3>抛开半导体短缺不谈，<a href=\"https://laohu8.com/S/AAPL\">苹果</a>有大量的增长动力。该公司的忠实用户群可能会推动其下一阶段的增长。苹果一直在积极将其服务货币化，拥有 6.6 亿用户群和经常性订阅收入。</blockquote></p><p> <h3><b>Microsoft</b></h3> Despite&nbsp;<a href=\"https://laohu8.com/S/MSFT\">Microsoft</a> strong execution and blowout results, investor response has remained tepid year-to-date.</p><p><blockquote><h3><b>微软</b></h3>尽管<a href=\"https://laohu8.com/S/MSFT\">微软</a>强劲的执行力和井喷式的业绩，今年迄今为止投资者的反应仍然不温不火。</blockquote></p><p> The software giant launched its Windows 11 operating system in June, with a refreshed design, new features, and integration of its Teams videoconferencing app. Microsoft recently acquired&nbsp;<a href=\"https://laohu8.com/S/NUAN\">Nuance</a> to flex its muscles in the health caresector.</p><p><blockquote>这家软件巨头于6月推出了Windows 11操作系统，具有更新的设计、新功能，并集成了其团队视频会议应用程序。微软最近收购<a href=\"https://laohu8.com/S/NUAN\">细微差别</a>在医疗保健领域展示其实力。</blockquote></p><p> <h3><b>Pfizer</b></h3> The COVID-19 vaccine is estimated to generate $26 billion in revenue&nbsp;for&nbsp;<a href=\"https://laohu8.com/S/PFE\">Pfizer</a> in 2021. The pharma giant also has contracts with governments worldwide to supply vaccines until 2024.</p><p><blockquote><h3><b>辉瑞</b></h3>COVID-19 疫苗预计将为<a href=\"https://laohu8.com/S/PFE\">辉瑞</a>2021年。这家制药巨头还与世界各国政府签订了供应疫苗的合同，直至 2024 年。</blockquote></p><p> Continued spread of the Delta variant of COVID-19 could keep market sentiment for Pfizer’s stock elevated.</p><p><blockquote>COVID-19 德尔塔变异毒株的持续蔓延可能会推高市场对辉瑞公司股票的情绪。</blockquote></p><p> <h3><b>Zoom Video Communications</b></h3> Shares of&nbsp;<a href=\"https://laohu8.com/S/ZM\">Zoom</a> jumped 14.7% in the first half, with some important launches, including Zoom Events and Zoom Phone Appliances.</p><p><blockquote><h3><b>Zoom Video通讯</b></h3>股份<a href=\"https://laohu8.com/S/ZM\">缩放</a>上半年跃升14.7%，推出了一些重要产品，包括Zoom Events和Zoom手机设备。</blockquote></p><p> “The control of internal and external communications should also better position Zoom to open the platform for application developers and create a marketplace. With a $5 billion cash position and 36% operating margins, we also believe Zoom has an attractive opportunity to do more potential M&amp;A, outspend competitors, and extend its leadership position,” Bank of America analyst Daniel Bartus said in a note to clients. The BofA analyst also named Zoom Video Communications a top pick.</p><p><blockquote>“对内部和外部沟通的控制也应该使 Zoom 更好地为应用程序开发者开放平台并创建一个市场。美国银行分析师丹尼尔-巴图斯（Daniel Bartus）在给客户的一份报告中说：”Zoom 拥有 50 亿美元的现金头寸和 36% 的营业利润率，我们也相信 Zoom 有机会进行更多潜在的并购，超越竞争对手，并扩大其领导地位。美国银行分析师还将Zoom Video通信列为首选。</blockquote></p><p> <h3><b>Etsy</b></h3> <a href=\"https://laohu8.com/S/ETSY\">Etsy</a> is entering new markets, with the recent acquisition of Brazilian peer Elo7 and global fashion reseller Depop. The Depop acquisition positions the company well in the $558.7-billion online apparel market, which is projected to grow to $1.3 trillion by 2026.</p><p><blockquote><h3><b>埃齐</b></h3><a href=\"https://laohu8.com/S/ETSY\">埃齐</a>最近收购了巴西同行 Elo7 和全球时尚经销商 Depop，正在进入新市场。收购Depop使该公司在价值5587亿美元的在线服装市场中处于有利地位，预计到2026年该市场将增长到1.3万亿美元。</blockquote></p><p> <h3><b>PayPal Holdings</b></h3> A global leader in the digital payments market,&nbsp;<a href=\"https://laohu8.com/S/PYPL\">PayPal</a> is accelerating its expansion strategies by venturing intocryptocurrencypayments, BNPL&nbsp;and cross-border payment systems.</p><p><blockquote><h3><b>PayPal控股</b></h3>数字支付市场的全球领导者，<a href=\"https://laohu8.com/S/PYPL\">PayPal</a>正在通过进军加密货币支付、BNPL 和跨境支付系统来加速其扩张战略。</blockquote></p><p> The company has diversified its revenue sources with Xoom and Venmo. Contactless finance could remain relevant in the post-COVID-19 world, making this growth stock worth a look.</p><p><blockquote>该公司通过 Xoom 和 Venmo 实现了收入来源多元化。非接触式金融在后 COVID-19 时代可能仍然具有相关性，这使得这只成长型股票值得一看。</blockquote></p><p> <h3><b>Fiverr International</b></h3> <a href=\"https://laohu8.com/S/FVRR\">Fiverr International Ltd.</a> is expanding into new markets, with the addition of data-related services as its ninth vertical. The company’s role in supporting the gig economy could continue to favor the stock.</p><p><blockquote><h3><b>Fiverr国际</b></h3><a href=\"https://laohu8.com/S/FVRR\">菲弗国际有限公司</a>正在拓展新市场，增加数据相关服务作为其第九个垂直领域。该公司在支持零工经济方面的作用可能会继续有利于该股。</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>8 Best Growth Stocks For The Second Half Of 2021<blockquote>2021年下半年8只最佳成长型股票</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n8 Best Growth Stocks For The Second Half Of 2021<blockquote>2021年下半年8只最佳成长型股票</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 Earnings </p>\n<p class=\"h-time smaller\">2021-08-12 09:37</p>\n</div>\n</div>\n</h4>\n</header>\n<article>\n<p>Despite inflationary pressures and the possibility of a Fed interest rate hike in the offing, growth stocks have continued the momentum gained in 2020.</p><p><blockquote>尽管面临通胀压力以及美联储加息的可能性迫在眉睫，但成长型股票仍延续了 2020 年获得的势头。</blockquote></p><p> All three major indices recorded double-digit gains in the first half of 2021. The Dow, S&amp;P 500 and Nasdaq added 12.7%, 14.4%&nbsp;and 12.5%, respectively,&nbsp;in the first six months of the year.</p><p><blockquote>2021年上半年，三大指数均录得两位数涨幅。今年前六个月，道琼斯指数、标普500指数和纳斯达克指数分别上涨 12.7%、14.4% 和 12.5%。</blockquote></p><p> Wall Street analysts widely expect the momentum to continue in the back half of 2021.</p><p><blockquote>华尔街分析师普遍预计这一势头将在 2021 年下半年继续下去。</blockquote></p><p> The following are growth stocks that could perform well in the second half, in no particular order.</p><p><blockquote>以下是下半年可能表现良好的成长股，排名不分先后。</blockquote></p><p> <h3><b>Alphabet</b></h3> <a href=\"https://laohu8.com/S/GOOG\">Alphabet</a> beat first- and second-quarter earnings estimates by a wide margin. While the continued shift by businesses to the cloud could boost the prospects of Google Cloud, the revival of travel and retail spending is likely to drive Google’s performance.</p><p><blockquote><h3><b>Alphabet</b></h3><a href=\"https://laohu8.com/S/GOOG\">Alphabet</a>大幅超出第一季度和第二季度盈利预期。虽然企业不断向云迁移可能会提振谷歌云的前景，但旅行和零售支出的复苏可能会推动谷歌的业绩。</blockquote></p><p> Alphabet is also gearing up to launch new and innovative features to boost the Google TV app.</p><p><blockquote>Alphabet还准备推出新的创新功能来提升谷歌电视应用。</blockquote></p><p> <h3><b>Apple</b></h3> Semiconductor shortage aside,&nbsp;<a href=\"https://laohu8.com/S/AAPL\">Apple</a> has plenty of growth drivers. The company’s loyal user base could drive its next phase of growth. Apple has been aggressively monetizing its services with a 660-million subscriber base and recurring subscription revenues.</p><p><blockquote><h3><b>苹果</b></h3>抛开半导体短缺不谈，<a href=\"https://laohu8.com/S/AAPL\">苹果</a>有大量的增长动力。该公司的忠实用户群可能会推动其下一阶段的增长。苹果一直在积极将其服务货币化，拥有 6.6 亿用户群和经常性订阅收入。</blockquote></p><p> <h3><b>Microsoft</b></h3> Despite&nbsp;<a href=\"https://laohu8.com/S/MSFT\">Microsoft</a> strong execution and blowout results, investor response has remained tepid year-to-date.</p><p><blockquote><h3><b>微软</b></h3>尽管<a href=\"https://laohu8.com/S/MSFT\">微软</a>强劲的执行力和井喷式的业绩，今年迄今为止投资者的反应仍然不温不火。</blockquote></p><p> The software giant launched its Windows 11 operating system in June, with a refreshed design, new features, and integration of its Teams videoconferencing app. Microsoft recently acquired&nbsp;<a href=\"https://laohu8.com/S/NUAN\">Nuance</a> to flex its muscles in the health caresector.</p><p><blockquote>这家软件巨头于6月推出了Windows 11操作系统，具有更新的设计、新功能，并集成了其团队视频会议应用程序。微软最近收购<a href=\"https://laohu8.com/S/NUAN\">细微差别</a>在医疗保健领域展示其实力。</blockquote></p><p> <h3><b>Pfizer</b></h3> The COVID-19 vaccine is estimated to generate $26 billion in revenue&nbsp;for&nbsp;<a href=\"https://laohu8.com/S/PFE\">Pfizer</a> in 2021. The pharma giant also has contracts with governments worldwide to supply vaccines until 2024.</p><p><blockquote><h3><b>辉瑞</b></h3>COVID-19 疫苗预计将为<a href=\"https://laohu8.com/S/PFE\">辉瑞</a>2021年。这家制药巨头还与世界各国政府签订了供应疫苗的合同，直至 2024 年。</blockquote></p><p> Continued spread of the Delta variant of COVID-19 could keep market sentiment for Pfizer’s stock elevated.</p><p><blockquote>COVID-19 德尔塔变异毒株的持续蔓延可能会推高市场对辉瑞公司股票的情绪。</blockquote></p><p> <h3><b>Zoom Video Communications</b></h3> Shares of&nbsp;<a href=\"https://laohu8.com/S/ZM\">Zoom</a> jumped 14.7% in the first half, with some important launches, including Zoom Events and Zoom Phone Appliances.</p><p><blockquote><h3><b>Zoom Video通讯</b></h3>股份<a href=\"https://laohu8.com/S/ZM\">缩放</a>上半年跃升14.7%，推出了一些重要产品，包括Zoom Events和Zoom手机设备。</blockquote></p><p> “The control of internal and external communications should also better position Zoom to open the platform for application developers and create a marketplace. With a $5 billion cash position and 36% operating margins, we also believe Zoom has an attractive opportunity to do more potential M&amp;A, outspend competitors, and extend its leadership position,” Bank of America analyst Daniel Bartus said in a note to clients. The BofA analyst also named Zoom Video Communications a top pick.</p><p><blockquote>“对内部和外部沟通的控制也应该使 Zoom 更好地为应用程序开发者开放平台并创建一个市场。美国银行分析师丹尼尔-巴图斯（Daniel Bartus）在给客户的一份报告中说：”Zoom 拥有 50 亿美元的现金头寸和 36% 的营业利润率，我们也相信 Zoom 有机会进行更多潜在的并购，超越竞争对手，并扩大其领导地位。美国银行分析师还将Zoom Video通信列为首选。</blockquote></p><p> <h3><b>Etsy</b></h3> <a href=\"https://laohu8.com/S/ETSY\">Etsy</a> is entering new markets, with the recent acquisition of Brazilian peer Elo7 and global fashion reseller Depop. The Depop acquisition positions the company well in the $558.7-billion online apparel market, which is projected to grow to $1.3 trillion by 2026.</p><p><blockquote><h3><b>埃齐</b></h3><a href=\"https://laohu8.com/S/ETSY\">埃齐</a>最近收购了巴西同行 Elo7 和全球时尚经销商 Depop，正在进入新市场。收购Depop使该公司在价值5587亿美元的在线服装市场中处于有利地位，预计到2026年该市场将增长到1.3万亿美元。</blockquote></p><p> <h3><b>PayPal Holdings</b></h3> A global leader in the digital payments market,&nbsp;<a href=\"https://laohu8.com/S/PYPL\">PayPal</a> is accelerating its expansion strategies by venturing intocryptocurrencypayments, BNPL&nbsp;and cross-border payment systems.</p><p><blockquote><h3><b>PayPal控股</b></h3>数字支付市场的全球领导者，<a href=\"https://laohu8.com/S/PYPL\">PayPal</a>正在通过进军加密货币支付、BNPL 和跨境支付系统来加速其扩张战略。</blockquote></p><p> The company has diversified its revenue sources with Xoom and Venmo. Contactless finance could remain relevant in the post-COVID-19 world, making this growth stock worth a look.</p><p><blockquote>该公司通过 Xoom 和 Venmo 实现了收入来源多元化。非接触式金融在后 COVID-19 时代可能仍然具有相关性，这使得这只成长型股票值得一看。</blockquote></p><p> <h3><b>Fiverr International</b></h3> <a href=\"https://laohu8.com/S/FVRR\">Fiverr International Ltd.</a> is expanding into new markets, with the addition of data-related services as its ninth vertical. The company’s role in supporting the gig economy could continue to favor the stock.</p><p><blockquote><h3><b>Fiverr国际</b></h3><a href=\"https://laohu8.com/S/FVRR\">菲弗国际有限公司</a>正在拓展新市场，增加数据相关服务作为其第九个垂直领域。该公司在支持零工经济方面的作用可能会继续有利于该股。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"FVRR":"Fiverr International Ltd","NUAN":"微妙通讯","ETSY":"Etsy, Inc.","AAPL":"苹果","MSFT":"微软","GOOG":"谷歌"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1155538846","content_text":"Despite inflationary pressures and the possibility of a Fed interest rate hike in the offing, growth stocks have continued the momentum gained in 2020.\nAll three major indices recorded double-digit gains in the first half of 2021. The Dow, S&P 500 and Nasdaq added 12.7%, 14.4% and 12.5%, respectively, in the first six months of the year.\nWall Street analysts widely expect the momentum to continue in the back half of 2021.\nThe following are growth stocks that could perform well in the second half, in no particular order.\nAlphabet\nAlphabet beat first- and second-quarter earnings estimates by a wide margin. While the continued shift by businesses to the cloud could boost the prospects of Google Cloud, the revival of travel and retail spending is likely to drive Google’s performance.\nAlphabet is also gearing up to launch new and innovative features to boost the Google TV app.\nApple\nSemiconductor shortage aside, Apple has plenty of growth drivers. The company’s loyal user base could drive its next phase of growth. Apple has been aggressively monetizing its services with a 660-million subscriber base and recurring subscription revenues.\nMicrosoft\nDespite Microsoft strong execution and blowout results, investor response has remained tepid year-to-date.\nThe software giant launched its Windows 11 operating system in June, with a refreshed design, new features, and integration of its Teams videoconferencing app. Microsoft recently acquired Nuance to flex its muscles in the health caresector.\nPfizer\nThe COVID-19 vaccine is estimated to generate $26 billion in revenue for Pfizer in 2021. The pharma giant also has contracts with governments worldwide to supply vaccines until 2024.\nContinued spread of the Delta variant of COVID-19 could keep market sentiment for Pfizer’s stock elevated.\nZoom Video Communications\nShares of Zoom jumped 14.7% in the first half, with some important launches, including Zoom Events and Zoom Phone Appliances.\n“The control of internal and external communications should also better position Zoom to open the platform for application developers and create a marketplace. With a $5 billion cash position and 36% operating margins, we also believe Zoom has an attractive opportunity to do more potential M&A, outspend competitors, and extend its leadership position,” Bank of America analyst Daniel Bartus said in a note to clients. The BofA analyst also named Zoom Video Communications a top pick.\nEtsy\nEtsy is entering new markets, with the recent acquisition of Brazilian peer Elo7 and global fashion reseller Depop. The Depop acquisition positions the company well in the $558.7-billion online apparel market, which is projected to grow to $1.3 trillion by 2026.\nPayPal Holdings\nA global leader in the digital payments market, PayPal is accelerating its expansion strategies by venturing intocryptocurrencypayments, BNPL and cross-border payment systems.\nThe company has diversified its revenue sources with Xoom and Venmo. Contactless finance could remain relevant in the post-COVID-19 world, making this growth stock worth a look.\nFiverr International\nFiverr International Ltd. is expanding into new markets, with the addition of data-related services as its ninth vertical. The company’s role in supporting the gig economy could continue to favor the stock.","news_type":1,"symbols_score_info":{"MSFT":0.9,"AAPL":0.9,"NUAN":0.9,"GOOG":0.9,"ETSY":0.9,"FVRR":0.9}},"isVote":1,"tweetType":1,"viewCount":2125,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":895888818,"gmtCreate":1628733362834,"gmtModify":1633689920820,"author":{"id":"3568286873818679","authorId":"3568286873818679","name":"WQian","avatar":"https://static.tigerbbs.com/375e465e710fe0d3d01a69eba9002e01","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568286873818679","authorIdStr":"3568286873818679"},"themes":[],"title":"","htmlText":"[思考]&nbsp;","listText":"[思考]&nbsp;","text":"[思考]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/895888818","repostId":"1146833505","repostType":4,"isVote":1,"tweetType":1,"viewCount":3878,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":893260178,"gmtCreate":1628264968794,"gmtModify":1633752097118,"author":{"id":"3568286873818679","authorId":"3568286873818679","name":"WQian","avatar":"https://static.tigerbbs.com/375e465e710fe0d3d01a69eba9002e01","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568286873818679","authorIdStr":"3568286873818679"},"themes":[],"title":"","htmlText":"Interesting","listText":"Interesting","text":"Interesting","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/893260178","repostId":"1188570839","repostType":2,"isVote":1,"tweetType":1,"viewCount":1720,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":893286833,"gmtCreate":1628264643622,"gmtModify":1633752100185,"author":{"id":"3568286873818679","authorId":"3568286873818679","name":"WQian","avatar":"https://static.tigerbbs.com/375e465e710fe0d3d01a69eba9002e01","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568286873818679","authorIdStr":"3568286873818679"},"themes":[],"title":"","htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/893286833","repostId":"1155656235","repostType":4,"repost":{"id":"1155656235","kind":"news","pubTimestamp":1628227304,"share":"https://www.laohunote.com/m/news/1155656235?lang=zh_CN&edition=full","pubTime":"2021-08-06 13:21","market":"us","language":"en","title":"20 cloud stocks expected to increase sales the most over the next two years<blockquote>预计未来两年销售额增幅最大的 20 只云股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1155656235","media":"MarketWatch","summary":"Cloud ETFs are close to record highs, propelled by a rally in the sector\nAnalysts see stellar sales ","content":"<p>Cloud ETFs are close to record highs, propelled by a rally in the sector</p><p><blockquote>在行业反弹的推动下，云 ETF 接近历史新高</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/78101d8010e186fe4df59b2ef82b5de6\" tg-width=\"700\" tg-height=\"394\" width=\"100%\" height=\"auto\"><span>Analysts see stellar sales growth ahead for companies that provide cloud services. (Getty Images/iStockphoto)</span></p><p><blockquote><p class=\"t-img-caption\"><span>分析师预计提供云服务的公司未来销售额将实现强劲增长。（盖蒂图片社/iStockphoto）</span></p></blockquote></p><p> U.S. investors remain bullish, despite rumblings out of China and the spike in delta variant infections.</p><p><blockquote>尽管来自中国大陆的传言和德尔塔变异毒株感染人数激增，美国投资者仍然看好。</blockquote></p><p> Cloud companies — those at the forefront of the shift in computing power to distributed models over the internet — are expected to grow at a rapid clip over the next several years, and four of the five largest exchange traded funds covering the space are close to hitting record highs.</p><p><blockquote>云公司——那些处于通过互联网将计算能力转变为分布式模型的最前沿的公司——预计将在未来几年快速增长，覆盖该领域的五大交易所交易基金中有四家接近创下历史新高。</blockquote></p><p> Below is a screen of stocks held by those ETFs, showing which are expected to increase their sales the most through 2023. In an industry with many players at relatively early stages, increases in sales, rather than in earnings, might be the best driver of stock prices.</p><p><blockquote>下面是这些 ETF 持有的股票屏幕，显示了预计到 2023 年销售额增幅最大的股票。在一个有许多参与者处于相对早期阶段的行业中，销售额的增长而不是盈利的增长可能是股价的最佳驱动因素。</blockquote></p><p> To begin the screen, we looked at the five largest cloud ETFs:</p><p><blockquote>为了开始屏幕，我们查看了五个最大的云 ETF：</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/36209ce827d95e822cad5128be8b146a\" tg-width=\"933\" tg-height=\"664\" width=\"100%\" height=\"auto\"><span>Source: FactSet</span></p><p><blockquote><p class=\"t-img-caption\"><span>来源：FactSet</span></p></blockquote></p><p> ETFs might be your best way to take a broad approach for a long-term play on the cloud revolution. If you are interested in any ETF, you should review the fund manager’s website.</p><p><blockquote>ETF 可能是您采取广泛方法长期参与云革命的最佳方式。如果您对任何 ETF 感兴趣，您应该查看基金经理的网站。</blockquote></p><p> Here’s a comparison of total returns through Aug. 4, along with those for the SPDR S&amp;P 500 ETF&nbsp;and the Invesco QQQ Trust&nbsp;(which tracks the Nasdaq-100 Index) for comparison:</p><p><blockquote>以下是截至 8 月 4 日的总回报率对比，以及 SPDR 标普500 ETF 和景顺 QQQ 信托基金（追踪纳斯达克 100 指数）的总回报率对比：</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/242f135b3c7cca3cbaae3ee574023c1f\" tg-width=\"942\" tg-height=\"577\" width=\"100%\" height=\"auto\"><span>Source: FactSet</span></p><p><blockquote><p class=\"t-img-caption\"><span>来源：FactSet</span></p></blockquote></p><p> The ETFs’ approaches differ. For example, the ARK Next Generation Internet ETF&nbsp;is the only one that is actively managed. The others track an index. It is also the only one that holds shares of Tesla Inc.,which makes up 10.65% of the portfolio, according to information posted by ARK Invest on Aug. 5. Tesla is an electric-vehicle manufacturer, but it can also be considered a cloud company because it distributes software updates over the internet continually, and offers other cloud-based services.</p><p><blockquote>ETF 的方法各不相同。例如，方舟下一代互联网ETF是唯一一只主动管理的。其他人跟踪索引。根据ARK Invest 8月5日发布的信息，它也是唯一一家持有特斯拉公司股票的公司，该公司占该投资组合的10.65%。特斯拉是一家电动汽车制造商，但它也可以被视为一家云公司，因为它不断通过互联网分发软件更新，并提供其他基于云的服务。</blockquote></p><p> Another holding unique to ARKW among the five cloud ETFs is Walt Disney Co.,which is certainly an important cloud player through its Disney+ streaming service, even if the company doesn’t say directly how much of its sales are derived from that rapidly growing segment.</p><p><blockquote>在五只云 ETF 中，ARKW 的另一个独特持股是华特迪士尼公司（Walt Disney Co.），该公司通过其 Disney+ 流媒体服务无疑是一家重要的云公司，尽管该公司没有直接说明其销售额中有多少来自这一快速增长的领域。</blockquote></p><p> As part of its description of ARKW, FactSet says the following:</p><p><blockquote>FactSet 对 ARKW 描述的一部分如下：</blockquote></p><p> <i>“Broadly speaking, the ARKW’s managers appear focused on big buzzwords such as Internet of Things, cloud computing, digital currencies and wearable technology. While the fund’s focus may be appealing for investors with conviction in these new technologies, portfolio implementation is a more difficult task: Most of the companies developing these advancements are huge corporations for which nascent technologies are only a small fraction of total revenues. As such, it’s very difficult to get pure-play access to ARKW’s targeted technologies — so be sure to confirm that the fund’s holdings — not just its thesis — align with your view of the space.”</i></p><p><blockquote><i>“从广义上讲，ARKW 的管理者似乎专注于物联网、云计算、数字货币和可穿戴技术等热门词汇。虽然该基金的重点可能是吸引对这些新技术充满信心的投资者，但投资组合的实施却是一项更加艰巨的任务： 大多数开发这些进步的公司都是大公司，新兴技术只占总收入的一小部分。因此，要获得 ARKW 的目标技术的纯粹权限是非常困难的--因此，一定要确认该基金的持有量--而不仅仅是其论点--与您对该领域的看法相一致。</i></blockquote></p><p> <b>Cloud-stock screen</b></p><p><blockquote><b>云库存屏幕</b></blockquote></p><p> Together, the five cloud ETFs listed above hold 147 stocks. To project sales growth through 2023, we used calendar 2020 sales estimates as a baseline and then looked at consensus estimates among analysts polled by FactSet for the subsequent three years, if available. (The 2020 numbers are estimates, because many companies’ fiscal years don’t match the calendar.)</p><p><blockquote>上面列出的五只云ETF总共持有147只股票。为了预测 2023 年的销售增长，我们使用 2020 年日历销售预测作为基线，然后查看 FactSet 调查的分析师对未来三年的共识预测（如果有）。(2020 年的数字是估计值，因为许多公司的财政年度与日历不符）。</blockquote></p><p> To make sure we had a solid set of estimates, we confined the group to the 126 companies covered by at least five analysts polled by FactSet, for which consensus sales estimates for calendar 2020 through calendar 2023 are available.</p><p><blockquote>为了确保我们有一套可靠的估计，我们将小组范围限制在 FactSet 调查的至少五名分析师所涵盖的 126 家公司，这些公司提供了 2020 年至 2023 年的共识销售估计。</blockquote></p><p> Here are the 20 companies projected to have the highest compound annual growth rates (CAGR) for sales through calendar 2023:</p><p><blockquote>以下是预计到 2023 年销售额复合年增长率 (CAGR) 最高的 20 家公司：</blockquote></p><p> <img src=\"https://static.tigerbbs.com/517a23591cde159fb889ab80abc4bcc6\" tg-width=\"934\" tg-height=\"765\" width=\"100%\" height=\"auto\"><img src=\"https://static.tigerbbs.com/6af2cf5b5f9f0ce50f8f023ac7babc7f\" tg-width=\"935\" tg-height=\"717\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b88ebe72e09cb9ce3294269f0a4ae431\" tg-width=\"935\" tg-height=\"403\" width=\"100%\" height=\"auto\"><span>Source: FactSet</span></p><p><blockquote><p class=\"t-img-caption\"><span>来源：FactSet</span></p></blockquote></p><p> There are actually 21 stocks listed, including Zillow Group Inc.’s Class A&nbsp;and Class C&nbsp;shares.</p><p><blockquote>实际上有 21 只股票上市，包括 Zillow Group Inc. 的 A 类股票和 C 类股票。</blockquote></p><p> It is interesting to see that the list is dominated by stocks held by ARKW. The fund has a broad definition of cloud companies and is focused also on sales growth.</p><p><blockquote>有趣的是，该名单以 ARKW 持有的股票为主。该基金对云公司有广泛的定义，也关注销售增长。</blockquote></p><p></p><p> Here are current forward price-to-sales ratios based on consensus estimates for the next 12 months, as well as ratios of current market cap to projected 2023 sales and summaries of analysts’ opinions about the stocks.</p><p><blockquote>以下是基于未来 12 个月共识估计的当前远期市销率，以及当前市值与 2023 年预计销售额的比率和分析师对股票的意见摘要。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/19b9c4bf1d8b1abcfa76b7d008a47ad7\" tg-width=\"938\" tg-height=\"805\" width=\"100%\" height=\"auto\"><img src=\"https://static.tigerbbs.com/2ff191189c5d7d2f31698843734ca3cc\" tg-width=\"933\" tg-height=\"773\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0e9543489c4d52d3f1a69dfdcf170115\" tg-width=\"930\" tg-height=\"242\" width=\"100%\" height=\"auto\"><span>Source: FactSet</span></p><p><blockquote><p class=\"t-img-caption\"><span>来源：FactSet</span></p></blockquote></p><p> In comparison, the forward price-to-sales ratio for SPY is 2.8, with a price/2023 estimated sales ratio of 2.6. For QQQ, the current P/S is 4.7, declining to 4.3 for 2023.</p><p><blockquote>相比之下，SPDR标普500指数ETF的远期市销率为 2.8，2023 年预计市销率为 2.6。QQQ 目前的市盈率为 4.7，2023 年将下降至 4.3。</blockquote></p><p></p>","source":"lsy1603348471595","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>20 cloud stocks expected to increase sales the most over the next two years<blockquote>预计未来两年销售额增幅最大的 20 只云股票</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n20 cloud stocks expected to increase sales the most over the next two years<blockquote>预计未来两年销售额增幅最大的 20 只云股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">MarketWatch</strong><span class=\"h-time small\">2021-08-06 13:21</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Cloud ETFs are close to record highs, propelled by a rally in the sector</p><p><blockquote>在行业反弹的推动下，云 ETF 接近历史新高</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/78101d8010e186fe4df59b2ef82b5de6\" tg-width=\"700\" tg-height=\"394\" width=\"100%\" height=\"auto\"><span>Analysts see stellar sales growth ahead for companies that provide cloud services. (Getty Images/iStockphoto)</span></p><p><blockquote><p class=\"t-img-caption\"><span>分析师预计提供云服务的公司未来销售额将实现强劲增长。（盖蒂图片社/iStockphoto）</span></p></blockquote></p><p> U.S. investors remain bullish, despite rumblings out of China and the spike in delta variant infections.</p><p><blockquote>尽管来自中国大陆的传言和德尔塔变异毒株感染人数激增，美国投资者仍然看好。</blockquote></p><p> Cloud companies — those at the forefront of the shift in computing power to distributed models over the internet — are expected to grow at a rapid clip over the next several years, and four of the five largest exchange traded funds covering the space are close to hitting record highs.</p><p><blockquote>云公司——那些处于通过互联网将计算能力转变为分布式模型的最前沿的公司——预计将在未来几年快速增长，覆盖该领域的五大交易所交易基金中有四家接近创下历史新高。</blockquote></p><p> Below is a screen of stocks held by those ETFs, showing which are expected to increase their sales the most through 2023. In an industry with many players at relatively early stages, increases in sales, rather than in earnings, might be the best driver of stock prices.</p><p><blockquote>下面是这些 ETF 持有的股票屏幕，显示了预计到 2023 年销售额增幅最大的股票。在一个有许多参与者处于相对早期阶段的行业中，销售额的增长而不是盈利的增长可能是股价的最佳驱动因素。</blockquote></p><p> To begin the screen, we looked at the five largest cloud ETFs:</p><p><blockquote>为了开始屏幕，我们查看了五个最大的云 ETF：</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/36209ce827d95e822cad5128be8b146a\" tg-width=\"933\" tg-height=\"664\" width=\"100%\" height=\"auto\"><span>Source: FactSet</span></p><p><blockquote><p class=\"t-img-caption\"><span>来源：FactSet</span></p></blockquote></p><p> ETFs might be your best way to take a broad approach for a long-term play on the cloud revolution. If you are interested in any ETF, you should review the fund manager’s website.</p><p><blockquote>ETF 可能是您采取广泛方法长期参与云革命的最佳方式。如果您对任何 ETF 感兴趣，您应该查看基金经理的网站。</blockquote></p><p> Here’s a comparison of total returns through Aug. 4, along with those for the SPDR S&amp;P 500 ETF&nbsp;and the Invesco QQQ Trust&nbsp;(which tracks the Nasdaq-100 Index) for comparison:</p><p><blockquote>以下是截至 8 月 4 日的总回报率对比，以及 SPDR 标普500 ETF 和景顺 QQQ 信托基金（追踪纳斯达克 100 指数）的总回报率对比：</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/242f135b3c7cca3cbaae3ee574023c1f\" tg-width=\"942\" tg-height=\"577\" width=\"100%\" height=\"auto\"><span>Source: FactSet</span></p><p><blockquote><p class=\"t-img-caption\"><span>来源：FactSet</span></p></blockquote></p><p> The ETFs’ approaches differ. For example, the ARK Next Generation Internet ETF&nbsp;is the only one that is actively managed. The others track an index. It is also the only one that holds shares of Tesla Inc.,which makes up 10.65% of the portfolio, according to information posted by ARK Invest on Aug. 5. Tesla is an electric-vehicle manufacturer, but it can also be considered a cloud company because it distributes software updates over the internet continually, and offers other cloud-based services.</p><p><blockquote>ETF 的方法各不相同。例如，方舟下一代互联网ETF是唯一一只主动管理的。其他人跟踪索引。根据ARK Invest 8月5日发布的信息，它也是唯一一家持有特斯拉公司股票的公司，该公司占该投资组合的10.65%。特斯拉是一家电动汽车制造商，但它也可以被视为一家云公司，因为它不断通过互联网分发软件更新，并提供其他基于云的服务。</blockquote></p><p> Another holding unique to ARKW among the five cloud ETFs is Walt Disney Co.,which is certainly an important cloud player through its Disney+ streaming service, even if the company doesn’t say directly how much of its sales are derived from that rapidly growing segment.</p><p><blockquote>在五只云 ETF 中，ARKW 的另一个独特持股是华特迪士尼公司（Walt Disney Co.），该公司通过其 Disney+ 流媒体服务无疑是一家重要的云公司，尽管该公司没有直接说明其销售额中有多少来自这一快速增长的领域。</blockquote></p><p> As part of its description of ARKW, FactSet says the following:</p><p><blockquote>FactSet 对 ARKW 描述的一部分如下：</blockquote></p><p> <i>“Broadly speaking, the ARKW’s managers appear focused on big buzzwords such as Internet of Things, cloud computing, digital currencies and wearable technology. While the fund’s focus may be appealing for investors with conviction in these new technologies, portfolio implementation is a more difficult task: Most of the companies developing these advancements are huge corporations for which nascent technologies are only a small fraction of total revenues. As such, it’s very difficult to get pure-play access to ARKW’s targeted technologies — so be sure to confirm that the fund’s holdings — not just its thesis — align with your view of the space.”</i></p><p><blockquote><i>“从广义上讲，ARKW 的管理者似乎专注于物联网、云计算、数字货币和可穿戴技术等热门词汇。虽然该基金的重点可能是吸引对这些新技术充满信心的投资者，但投资组合的实施却是一项更加艰巨的任务： 大多数开发这些进步的公司都是大公司，新兴技术只占总收入的一小部分。因此，要获得 ARKW 的目标技术的纯粹权限是非常困难的--因此，一定要确认该基金的持有量--而不仅仅是其论点--与您对该领域的看法相一致。</i></blockquote></p><p> <b>Cloud-stock screen</b></p><p><blockquote><b>云库存屏幕</b></blockquote></p><p> Together, the five cloud ETFs listed above hold 147 stocks. To project sales growth through 2023, we used calendar 2020 sales estimates as a baseline and then looked at consensus estimates among analysts polled by FactSet for the subsequent three years, if available. (The 2020 numbers are estimates, because many companies’ fiscal years don’t match the calendar.)</p><p><blockquote>上面列出的五只云ETF总共持有147只股票。为了预测 2023 年的销售增长，我们使用 2020 年日历销售预测作为基线，然后查看 FactSet 调查的分析师对未来三年的共识预测（如果有）。(2020 年的数字是估计值，因为许多公司的财政年度与日历不符）。</blockquote></p><p> To make sure we had a solid set of estimates, we confined the group to the 126 companies covered by at least five analysts polled by FactSet, for which consensus sales estimates for calendar 2020 through calendar 2023 are available.</p><p><blockquote>为了确保我们有一套可靠的估计，我们将小组范围限制在 FactSet 调查的至少五名分析师所涵盖的 126 家公司，这些公司提供了 2020 年至 2023 年的共识销售估计。</blockquote></p><p> Here are the 20 companies projected to have the highest compound annual growth rates (CAGR) for sales through calendar 2023:</p><p><blockquote>以下是预计到 2023 年销售额复合年增长率 (CAGR) 最高的 20 家公司：</blockquote></p><p> <img src=\"https://static.tigerbbs.com/517a23591cde159fb889ab80abc4bcc6\" tg-width=\"934\" tg-height=\"765\" width=\"100%\" height=\"auto\"><img src=\"https://static.tigerbbs.com/6af2cf5b5f9f0ce50f8f023ac7babc7f\" tg-width=\"935\" tg-height=\"717\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b88ebe72e09cb9ce3294269f0a4ae431\" tg-width=\"935\" tg-height=\"403\" width=\"100%\" height=\"auto\"><span>Source: FactSet</span></p><p><blockquote><p class=\"t-img-caption\"><span>来源：FactSet</span></p></blockquote></p><p> There are actually 21 stocks listed, including Zillow Group Inc.’s Class A&nbsp;and Class C&nbsp;shares.</p><p><blockquote>实际上有 21 只股票上市，包括 Zillow Group Inc. 的 A 类股票和 C 类股票。</blockquote></p><p> It is interesting to see that the list is dominated by stocks held by ARKW. The fund has a broad definition of cloud companies and is focused also on sales growth.</p><p><blockquote>有趣的是，该名单以 ARKW 持有的股票为主。该基金对云公司有广泛的定义，也关注销售增长。</blockquote></p><p></p><p> Here are current forward price-to-sales ratios based on consensus estimates for the next 12 months, as well as ratios of current market cap to projected 2023 sales and summaries of analysts’ opinions about the stocks.</p><p><blockquote>以下是基于未来 12 个月共识估计的当前远期市销率，以及当前市值与 2023 年预计销售额的比率和分析师对股票的意见摘要。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/19b9c4bf1d8b1abcfa76b7d008a47ad7\" tg-width=\"938\" tg-height=\"805\" width=\"100%\" height=\"auto\"><img src=\"https://static.tigerbbs.com/2ff191189c5d7d2f31698843734ca3cc\" tg-width=\"933\" tg-height=\"773\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0e9543489c4d52d3f1a69dfdcf170115\" tg-width=\"930\" tg-height=\"242\" width=\"100%\" height=\"auto\"><span>Source: FactSet</span></p><p><blockquote><p class=\"t-img-caption\"><span>来源：FactSet</span></p></blockquote></p><p> In comparison, the forward price-to-sales ratio for SPY is 2.8, with a price/2023 estimated sales ratio of 2.6. For QQQ, the current P/S is 4.7, declining to 4.3 for 2023.</p><p><blockquote>相比之下，SPDR标普500指数ETF的远期市销率为 2.8，2023 年预计市销率为 2.6。QQQ 目前的市盈率为 4.7，2023 年将下降至 4.3。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.marketwatch.com/story/20-cloud-stocks-expected-to-increase-sales-the-most-over-the-next-two-years-11628186683?mod=home-page\">MarketWatch</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":{"ADYEY":"Adyen N.V.","COIN":"Coinbase Global, Inc.","SHOP":"Shopify Inc","TSLA":"特斯拉","KC":"金山云","OKTA":"Okta Inc.","Z":"Zillow","DKNG":"DraftKings Inc.","TDOC":"Teladoc Health Inc.","ZG":"Zillow Class A","CRWD":"CrowdStrike Holdings, Inc.","SE":"Sea Ltd","SNAP":"Snap Inc","MELI":"MercadoLibre","PDD":"拼多多","PINS":"Pinterest, Inc.","VCYT":"Veracyte Inc","ROKU":"Roku Inc"},"source_url":"https://www.marketwatch.com/story/20-cloud-stocks-expected-to-increase-sales-the-most-over-the-next-two-years-11628186683?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1155656235","content_text":"Cloud ETFs are close to record highs, propelled by a rally in the sector\nAnalysts see stellar sales growth ahead for companies that provide cloud services. (Getty Images/iStockphoto)\nU.S. investors remain bullish, despite rumblings out of China and the spike in delta variant infections.\nCloud companies — those at the forefront of the shift in computing power to distributed models over the internet — are expected to grow at a rapid clip over the next several years, and four of the five largest exchange traded funds covering the space are close to hitting record highs.\nBelow is a screen of stocks held by those ETFs, showing which are expected to increase their sales the most through 2023. In an industry with many players at relatively early stages, increases in sales, rather than in earnings, might be the best driver of stock prices.\nTo begin the screen, we looked at the five largest cloud ETFs:\nSource: FactSet\nETFs might be your best way to take a broad approach for a long-term play on the cloud revolution. If you are interested in any ETF, you should review the fund manager’s website.\nHere’s a comparison of total returns through Aug. 4, along with those for the SPDR S&P 500 ETF and the Invesco QQQ Trust (which tracks the Nasdaq-100 Index) for comparison:\nSource: FactSet\nThe ETFs’ approaches differ. For example, the ARK Next Generation Internet ETF is the only one that is actively managed. The others track an index. It is also the only one that holds shares of Tesla Inc.,which makes up 10.65% of the portfolio, according to information posted by ARK Invest on Aug. 5. Tesla is an electric-vehicle manufacturer, but it can also be considered a cloud company because it distributes software updates over the internet continually, and offers other cloud-based services.\nAnother holding unique to ARKW among the five cloud ETFs is Walt Disney Co.,which is certainly an important cloud player through its Disney+ streaming service, even if the company doesn’t say directly how much of its sales are derived from that rapidly growing segment.\nAs part of its description of ARKW, FactSet says the following:\n“Broadly speaking, the ARKW’s managers appear focused on big buzzwords such as Internet of Things, cloud computing, digital currencies and wearable technology. While the fund’s focus may be appealing for investors with conviction in these new technologies, portfolio implementation is a more difficult task: Most of the companies developing these advancements are huge corporations for which nascent technologies are only a small fraction of total revenues. As such, it’s very difficult to get pure-play access to ARKW’s targeted technologies — so be sure to confirm that the fund’s holdings — not just its thesis — align with your view of the space.”\nCloud-stock screen\nTogether, the five cloud ETFs listed above hold 147 stocks. To project sales growth through 2023, we used calendar 2020 sales estimates as a baseline and then looked at consensus estimates among analysts polled by FactSet for the subsequent three years, if available. (The 2020 numbers are estimates, because many companies’ fiscal years don’t match the calendar.)\nTo make sure we had a solid set of estimates, we confined the group to the 126 companies covered by at least five analysts polled by FactSet, for which consensus sales estimates for calendar 2020 through calendar 2023 are available.\nHere are the 20 companies projected to have the highest compound annual growth rates (CAGR) for sales through calendar 2023:\n\nSource: FactSet\nThere are actually 21 stocks listed, including Zillow Group Inc.’s Class A and Class C shares.\nIt is interesting to see that the list is dominated by stocks held by ARKW. The fund has a broad definition of cloud companies and is focused also on sales growth.\nHere are current forward price-to-sales ratios based on consensus estimates for the next 12 months, as well as ratios of current market cap to projected 2023 sales and summaries of analysts’ opinions about the stocks.\n\nSource: FactSet\nIn comparison, the forward price-to-sales ratio for SPY is 2.8, with a price/2023 estimated sales ratio of 2.6. For QQQ, the current P/S is 4.7, declining to 4.3 for 2023.","news_type":1,"symbols_score_info":{"VCYT":0.9,"SKLZ":0.9,"DKNG":0.9,"KC":0.9,"CRWD":0.9,"SE":0.9,"Z":0.9,"PDD":0.9,"ADYEY":0.9,"OKTA":0.9,"COIN":0.9,"TDOC":0.9,"ROKU":0.9,"SNAP":0.9,"PINS":0.9,"SHOP":0.9,"LC":0.9,"MELI":0.9,"ZG":0.9,"SQ":0.9,"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":2145,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":899615018,"gmtCreate":1628177626734,"gmtModify":1631884710556,"author":{"id":"3568286873818679","authorId":"3568286873818679","name":"WQian","avatar":"https://static.tigerbbs.com/375e465e710fe0d3d01a69eba9002e01","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568286873818679","authorIdStr":"3568286873818679"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/QCOM\">$Qualcomm(QCOM)$</a>[胜利]&nbsp;","listText":"<a href=\"https://laohu8.com/S/QCOM\">$Qualcomm(QCOM)$</a>[胜利]&nbsp;","text":"$Qualcomm(QCOM)$[胜利]","images":[{"img":"https://static.tigerbbs.com/c47637ffbf8c24a2c4f142de9656002d","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/899615018","isVote":1,"tweetType":1,"viewCount":1880,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":806341587,"gmtCreate":1627635852049,"gmtModify":1633757566839,"author":{"id":"3568286873818679","authorId":"3568286873818679","name":"WQian","avatar":"https://static.tigerbbs.com/375e465e710fe0d3d01a69eba9002e01","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568286873818679","authorIdStr":"3568286873818679"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/BABA\">$Alibaba(BABA)$</a>The more I did DCA, the further it dropped. Hello! I don't want to put all my eggs in your basket only.&nbsp;[生气]&nbsp;[生气]&nbsp;[生气]&nbsp;","listText":"<a href=\"https://laohu8.com/S/BABA\">$Alibaba(BABA)$</a>The more I did DCA, the further it dropped. Hello! I don't want to put all my eggs in your basket only.&nbsp;[生气]&nbsp;[生气]&nbsp;[生气]&nbsp;","text":"$Alibaba(BABA)$The more I did DCA, the further it dropped. Hello! I don't want to put all my eggs in your basket only. [生气] [生气] [生气]","images":[{"img":"https://static.tigerbbs.com/048286ad3b38e6b28b6813af4e172cc9","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/806341587","isVote":1,"tweetType":1,"viewCount":2541,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":808308646,"gmtCreate":1627554628385,"gmtModify":1633763858223,"author":{"id":"3568286873818679","authorId":"3568286873818679","name":"WQian","avatar":"https://static.tigerbbs.com/375e465e710fe0d3d01a69eba9002e01","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568286873818679","authorIdStr":"3568286873818679"},"themes":[],"title":"","htmlText":"So tempted to buy!&nbsp;[思考]&nbsp;[思考]&nbsp;[思考]&nbsp;","listText":"So tempted to buy!&nbsp;[思考]&nbsp;[思考]&nbsp;[思考]&nbsp;","text":"So tempted to buy! [思考] [思考] [思考]","images":[{"img":"https://static.tigerbbs.com/a3967052b05e9fccfca60bb11c4af649","width":"1080","height":"3588"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/808308646","isVote":1,"tweetType":1,"viewCount":3469,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":808309017,"gmtCreate":1627554469139,"gmtModify":1631885479274,"author":{"id":"3568286873818679","authorId":"3568286873818679","name":"WQian","avatar":"https://static.tigerbbs.com/375e465e710fe0d3d01a69eba9002e01","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568286873818679","authorIdStr":"3568286873818679"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/INTC\">$Intel(INTC)$</a>争气点好吗！！！[生气]&nbsp;","listText":"<a href=\"https://laohu8.com/S/INTC\">$Intel(INTC)$</a>争气点好吗！！！[生气]&nbsp;","text":"$Intel(INTC)$争气点好吗！！！[生气]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/808309017","isVote":1,"tweetType":1,"viewCount":2080,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}