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- matzeematzee
  ·2021-06-14
  lol
  Looking for Tech Stocks? These 2 Are Great Buys<blockquote>寻找科技股？这两个很划算</blockquote>
  These tech leaders are seeing business trends pick up and they trade at reasonable valuations.
  Looking for Tech Stocks? These 2 Are Great Buys<blockquote>寻找科技股？这两个很划算</blockquote>
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- matzeematzee
  ·2021-02-22
  done interesting
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These 2 Are Great Buys<blockquote>寻找科技股？这两个很划算</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1108874297","media":"Motley Fool ","summary":"These tech leaders are seeing business trends pick up and they trade at reasonable valuations.","content":"<p>The&nbsp;<b>NASDAQ-100 Technology Sector</b>&nbsp;index has had a remarkable run over the last five years, delivering a return of 237%. But year to date, the rotation from expensive growth stocks to value stocks has led to higher volatility for many tech names that outperformed in 2020.</p><p><blockquote>The<b>纳斯达克100指数科技板块</b>该指数在过去五年中表现出色，回报率为237%。但今年迄今为止，从昂贵的成长型股票到价值型股票的轮换导致许多在2020年表现出色的科技股波动性更高。</blockquote></p><p> Two stocks that are bucking that trend are&nbsp;<b>Alphabet</b>(NASDAQ:GOOG)(NASDAQ:GOOGL)&nbsp;and&nbsp;<b>Dell Technologies</b>(NYSE:DELL). Here's why these stocks could have more upside in 2021.</p><p><blockquote>逆势而上的两只股票是<b>Alphabet</b>（纳斯达克：GOOG）（纳斯达克：GOOGL）和<b>戴尔科技</b>（纽约证券交易所代码：戴尔）。这就是为什么这些股票在2021年可能有更大的上涨空间。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/71d661948bdc8e3c30fae86266abb43f\" tg-width=\"2000\" tg-height=\"1333\"><span>IMAGE SOURCE: GETTY IMAGES.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图片来源：盖蒂图片社。</span></p></blockquote></p><p> <b>1. Alphabet</b></p><p><blockquote><b>1.Alphabet</b></blockquote></p><p> Alphabet's stock price has trounced the broader market, up 42% year to date. The online tech titan initially reported sluggish growth in 2020&nbsp;as the pandemic slowed digital ad spending, which drives the bulk of Google search and YouTube revenue. But ad spending has been recovering strongly over the last few quarters.</p><p><blockquote>Alphabet股价跑赢大盘，今年迄今上涨42%。这家在线科技巨头最初报告称，由于疫情减缓了数字广告支出，而数字广告支出推动了谷歌搜索和YouTube的大部分收入，2020年增长缓慢。但过去几个季度广告支出一直在强劲复苏。</blockquote></p><p> In the first quarter, revenue grew 34% year over year, on top of 15% in the year-ago quarter.&nbsp;More people are relying on search to find vaccine information and look for jobs, which is boosting Google's advertising revenue in the search business. YouTube ad spending is also picking up as more people are turning to the video platform to watch reviews and shop for products.</p><p><blockquote>第一季度，收入同比增长34%，高于去年同期的15%。越来越多的人依靠搜索来查找疫苗信息和寻找工作，这提振了谷歌在搜索业务上的广告收入。随着越来越多的人转向视频平台观看评论和购买产品，YouTube的广告支出也在增加。</blockquote></p><p> During the Q1 earnings call, Alphabet's Chief Business Officer Philipp Schindler said, \"We've seen great momentum in TrueView for Action ads, with a number of advertisers using the format doubling over the past year.\"</p><p><blockquote>在第一季度财报看涨期权上，Alphabet首席商务官Philipp Schindler表示：“我们看到TrueView的动作广告势头强劲，使用该格式的广告商数量在过去一年中翻了一番。”</blockquote></p><p> Alphabet is also a leader in the booming cloud services market, where Google Cloud revenue surged 46% year over year. What's notable about this performance is that Google Cloud grew faster than the cloud market overall.&nbsp;This is an important market share gain for Google, which continues to trail the leaders,<b>Microsoft</b>&nbsp;and&nbsp;<b>Amazon</b>.</p><p><blockquote>Alphabet也是蓬勃发展的云服务市场的领导者，谷歌云收入同比飙升46%。这一业绩值得注意的是，谷歌云的增长速度快于整个云市场。对于继续落后于领导者的谷歌来说，这是一个重要的市场份额增长，<b>微软</b>和<b>亚马逊</b>.</blockquote></p><p> Overall, Alphabet has a wide&nbsp;competitive moat, with a massive base of users who rely on Gmail, Google Maps, search, and YouTube every day.</p><p><blockquote>总体而言，Alphabet拥有广泛的竞争护城河，拥有每天依赖Gmail、谷歌地图、搜索和YouTube的庞大用户群。</blockquote></p><p> Of course, government regulation is a long-term threat here. Alphabet just reached a settlement with regulators in France, where it will pay $270 million in fines over an antitrust dispute. But this regulatory risk seems to already be reflected in the stock's valuation.</p><p><blockquote>当然，政府监管在这里是一个长期威胁。Alphabet刚刚与法国监管机构达成和解，将因反垄断纠纷支付2.7亿美元罚款。但这种监管风险似乎已经反映在该股的估值中。</blockquote></p><p> Analysts expect this&nbsp;FAANG stock&nbsp;to grow earnings per share at an annualized rate of 21% over the next five years, which is more than enough to support a forward P/E of 28.7 at the stock's current price.</p><p><blockquote>分析师预计，这只FAANG股票未来五年每股收益将以21%的年化速度增长，这足以支撑该股当前价格下28.7的预期市盈率。</blockquote></p><p> <b>2. Dell Technologies</b></p><p><blockquote><b>2.戴尔科技</b></blockquote></p><p> Many investors remember Dell from the glory days of the PC boom a few decades ago. While the company benefited from a healthy PC market in the first quarter,&nbsp;the reason investors should consider buying shares is the momentum Dell is experiencing with its information technology business, along with other catalysts on the horizon.</p><p><blockquote>许多投资者还记得几十年前个人电脑繁荣的辉煌时期的戴尔。虽然该公司受益于第一季度健康的个人电脑市场，但投资者应该考虑购买股票的原因是戴尔信息技术业务正在经历的势头，以及即将到来的其他催化剂。</blockquote></p><p> After posting a 1% decline in revenue through the first half of fiscal 2021, Dell has seen revenue accelerate to 9% in fiscal Q4 2021 and 12% in fiscal Q1 2022.</p><p><blockquote>在2021财年上半年收入下降1%后，戴尔的收入在2021财年第四季度加速至9%，在2022财年第一季度加速至12%。</blockquote></p><p> \"There has been a substantial acceleration in digital transformation across the globe and you can see it in our results with record first-quarter revenue of $24.5 billion,\" Chief Operating Officer Jeff Clarke said in the earnings report.</p><p><blockquote>首席运营官杰夫·克拉克(Jeff Clarke)在财报中表示：“全球数字化转型大幅加速，你可以从我们的业绩中看到这一点，第一季度收入达到创纪录的245亿美元。”</blockquote></p><p> The stock has doubled off its lows from a year ago, reflecting the company's improving outlook coming out of the pandemic.&nbsp;But it could still head higher, for a few reasons.</p><p><blockquote>该股较一年前的低点翻了一番，反映出该公司在疫情后前景有所改善。但出于几个原因，它仍可能走高。</blockquote></p><p> First, Dell is rapidly paying down its debt, which stood at $37.9 billion at the end of April, down from $41.6 billion at the end of January.&nbsp;Debt reduction not only lowers financial risk for Dell, but it also boosts earnings growth, since lower debt also means lower interest expense.&nbsp;The recent reduction in debt lowered interest expense by approximately $162 million last quarter and contributed to a 59% jump in net profit.</p><p><blockquote>首先，戴尔正在迅速偿还债务，截至4月底，债务为379亿美元，低于1月底的416亿美元。债务削减不仅降低了戴尔的财务风险，还促进了盈利增长，因为债务减少也意味着利息支出减少。最近债务的减少使上个季度的利息支出减少了约1.62亿美元，并帮助净利润增长了59%。</blockquote></p><p> Dell is also spinning off its 81%&nbsp;interest in&nbsp;<b>VMware</b>, which will provide proceeds of $9.3 billion to $9.7 billion to accelerate the reduction in debt.</p><p><blockquote>戴尔还将剥离其81%的股权<b>VMware</b>，将提供93亿至97亿美元的收益，以加速减少债务。</blockquote></p><p> Ultimately, valuation is what counts. The stock trades at a low price-to-earnings (P/E) multiple of 12 times forward earnings estimates.&nbsp;A combination of improving business growth, lower debt, and a cheap P/E make this a top tech stock to consider buying right now.</p><p><blockquote>最终，估值才是最重要的。该股的市盈率（P/E）较低，为预期收益预期的12倍。业务增长改善、债务降低和廉价市盈率相结合，使其成为目前值得考虑购买的顶级科技股。</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>Looking for Tech Stocks? 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These 2 Are Great Buys<blockquote>寻找科技股？这两个很划算</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\">2021-06-14 13:23</span>\n</p>\n</h4>\n</header>\n<article>\n<p>The&nbsp;<b>NASDAQ-100 Technology Sector</b>&nbsp;index has had a remarkable run over the last five years, delivering a return of 237%. But year to date, the rotation from expensive growth stocks to value stocks has led to higher volatility for many tech names that outperformed in 2020.</p><p><blockquote>The<b>纳斯达克100指数科技板块</b>该指数在过去五年中表现出色，回报率为237%。但今年迄今为止，从昂贵的成长型股票到价值型股票的轮换导致许多在2020年表现出色的科技股波动性更高。</blockquote></p><p> Two stocks that are bucking that trend are&nbsp;<b>Alphabet</b>(NASDAQ:GOOG)(NASDAQ:GOOGL)&nbsp;and&nbsp;<b>Dell Technologies</b>(NYSE:DELL). Here's why these stocks could have more upside in 2021.</p><p><blockquote>逆势而上的两只股票是<b>Alphabet</b>（纳斯达克：GOOG）（纳斯达克：GOOGL）和<b>戴尔科技</b>（纽约证券交易所代码：戴尔）。这就是为什么这些股票在2021年可能有更大的上涨空间。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/71d661948bdc8e3c30fae86266abb43f\" tg-width=\"2000\" tg-height=\"1333\"><span>IMAGE SOURCE: GETTY IMAGES.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图片来源：盖蒂图片社。</span></p></blockquote></p><p> <b>1. Alphabet</b></p><p><blockquote><b>1.Alphabet</b></blockquote></p><p> Alphabet's stock price has trounced the broader market, up 42% year to date. The online tech titan initially reported sluggish growth in 2020&nbsp;as the pandemic slowed digital ad spending, which drives the bulk of Google search and YouTube revenue. But ad spending has been recovering strongly over the last few quarters.</p><p><blockquote>Alphabet股价跑赢大盘，今年迄今上涨42%。这家在线科技巨头最初报告称，由于疫情减缓了数字广告支出，而数字广告支出推动了谷歌搜索和YouTube的大部分收入，2020年增长缓慢。但过去几个季度广告支出一直在强劲复苏。</blockquote></p><p> In the first quarter, revenue grew 34% year over year, on top of 15% in the year-ago quarter.&nbsp;More people are relying on search to find vaccine information and look for jobs, which is boosting Google's advertising revenue in the search business. YouTube ad spending is also picking up as more people are turning to the video platform to watch reviews and shop for products.</p><p><blockquote>第一季度，收入同比增长34%，高于去年同期的15%。越来越多的人依靠搜索来查找疫苗信息和寻找工作，这提振了谷歌在搜索业务上的广告收入。随着越来越多的人转向视频平台观看评论和购买产品，YouTube的广告支出也在增加。</blockquote></p><p> During the Q1 earnings call, Alphabet's Chief Business Officer Philipp Schindler said, \"We've seen great momentum in TrueView for Action ads, with a number of advertisers using the format doubling over the past year.\"</p><p><blockquote>在第一季度财报看涨期权上，Alphabet首席商务官Philipp Schindler表示：“我们看到TrueView的动作广告势头强劲，使用该格式的广告商数量在过去一年中翻了一番。”</blockquote></p><p> Alphabet is also a leader in the booming cloud services market, where Google Cloud revenue surged 46% year over year. What's notable about this performance is that Google Cloud grew faster than the cloud market overall.&nbsp;This is an important market share gain for Google, which continues to trail the leaders,<b>Microsoft</b>&nbsp;and&nbsp;<b>Amazon</b>.</p><p><blockquote>Alphabet也是蓬勃发展的云服务市场的领导者，谷歌云收入同比飙升46%。这一业绩值得注意的是，谷歌云的增长速度快于整个云市场。对于继续落后于领导者的谷歌来说，这是一个重要的市场份额增长，<b>微软</b>和<b>亚马逊</b>.</blockquote></p><p> Overall, Alphabet has a wide&nbsp;competitive moat, with a massive base of users who rely on Gmail, Google Maps, search, and YouTube every day.</p><p><blockquote>总体而言，Alphabet拥有广泛的竞争护城河，拥有每天依赖Gmail、谷歌地图、搜索和YouTube的庞大用户群。</blockquote></p><p> Of course, government regulation is a long-term threat here. Alphabet just reached a settlement with regulators in France, where it will pay $270 million in fines over an antitrust dispute. But this regulatory risk seems to already be reflected in the stock's valuation.</p><p><blockquote>当然，政府监管在这里是一个长期威胁。Alphabet刚刚与法国监管机构达成和解，将因反垄断纠纷支付2.7亿美元罚款。但这种监管风险似乎已经反映在该股的估值中。</blockquote></p><p> Analysts expect this&nbsp;FAANG stock&nbsp;to grow earnings per share at an annualized rate of 21% over the next five years, which is more than enough to support a forward P/E of 28.7 at the stock's current price.</p><p><blockquote>分析师预计，这只FAANG股票未来五年每股收益将以21%的年化速度增长，这足以支撑该股当前价格下28.7的预期市盈率。</blockquote></p><p> <b>2. Dell Technologies</b></p><p><blockquote><b>2.戴尔科技</b></blockquote></p><p> Many investors remember Dell from the glory days of the PC boom a few decades ago. While the company benefited from a healthy PC market in the first quarter,&nbsp;the reason investors should consider buying shares is the momentum Dell is experiencing with its information technology business, along with other catalysts on the horizon.</p><p><blockquote>许多投资者还记得几十年前个人电脑繁荣的辉煌时期的戴尔。虽然该公司受益于第一季度健康的个人电脑市场，但投资者应该考虑购买股票的原因是戴尔信息技术业务正在经历的势头，以及即将到来的其他催化剂。</blockquote></p><p> After posting a 1% decline in revenue through the first half of fiscal 2021, Dell has seen revenue accelerate to 9% in fiscal Q4 2021 and 12% in fiscal Q1 2022.</p><p><blockquote>在2021财年上半年收入下降1%后，戴尔的收入在2021财年第四季度加速至9%，在2022财年第一季度加速至12%。</blockquote></p><p> \"There has been a substantial acceleration in digital transformation across the globe and you can see it in our results with record first-quarter revenue of $24.5 billion,\" Chief Operating Officer Jeff Clarke said in the earnings report.</p><p><blockquote>首席运营官杰夫·克拉克(Jeff Clarke)在财报中表示：“全球数字化转型大幅加速，你可以从我们的业绩中看到这一点，第一季度收入达到创纪录的245亿美元。”</blockquote></p><p> The stock has doubled off its lows from a year ago, reflecting the company's improving outlook coming out of the pandemic.&nbsp;But it could still head higher, for a few reasons.</p><p><blockquote>该股较一年前的低点翻了一番，反映出该公司在疫情后前景有所改善。但出于几个原因，它仍可能走高。</blockquote></p><p> First, Dell is rapidly paying down its debt, which stood at $37.9 billion at the end of April, down from $41.6 billion at the end of January.&nbsp;Debt reduction not only lowers financial risk for Dell, but it also boosts earnings growth, since lower debt also means lower interest expense.&nbsp;The recent reduction in debt lowered interest expense by approximately $162 million last quarter and contributed to a 59% jump in net profit.</p><p><blockquote>首先，戴尔正在迅速偿还债务，截至4月底，债务为379亿美元，低于1月底的416亿美元。债务削减不仅降低了戴尔的财务风险，还促进了盈利增长，因为债务减少也意味着利息支出减少。最近债务的减少使上个季度的利息支出减少了约1.62亿美元，并帮助净利润增长了59%。</blockquote></p><p> Dell is also spinning off its 81%&nbsp;interest in&nbsp;<b>VMware</b>, which will provide proceeds of $9.3 billion to $9.7 billion to accelerate the reduction in debt.</p><p><blockquote>戴尔还将剥离其81%的股权<b>VMware</b>，将提供93亿至97亿美元的收益，以加速减少债务。</blockquote></p><p> Ultimately, valuation is what counts. The stock trades at a low price-to-earnings (P/E) multiple of 12 times forward earnings estimates.&nbsp;A combination of improving business growth, lower debt, and a cheap P/E make this a top tech stock to consider buying right now.</p><p><blockquote>最终，估值才是最重要的。该股的市盈率（P/E）较低，为预期收益预期的12倍。业务增长改善、债务降低和廉价市盈率相结合，使其成为目前值得考虑购买的顶级科技股。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.fool.com/investing/2021/06/13/looking-for-tech-stocks-these-2-are-great-buys/\">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":{"DELL":"戴尔","GOOG":"谷歌","GOOGL":"谷歌A"},"source_url":"https://www.fool.com/investing/2021/06/13/looking-for-tech-stocks-these-2-are-great-buys/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1108874297","content_text":"The NASDAQ-100 Technology Sector index has had a remarkable run over the last five years, delivering a return of 237%. But year to date, the rotation from expensive growth stocks to value stocks has led to higher volatility for many tech names that outperformed in 2020.\nTwo stocks that are bucking that trend are Alphabet(NASDAQ:GOOG)(NASDAQ:GOOGL) and Dell Technologies(NYSE:DELL). Here's why these stocks could have more upside in 2021.\nIMAGE SOURCE: GETTY IMAGES.\n1. Alphabet\nAlphabet's stock price has trounced the broader market, up 42% year to date. The online tech titan initially reported sluggish growth in 2020 as the pandemic slowed digital ad spending, which drives the bulk of Google search and YouTube revenue. But ad spending has been recovering strongly over the last few quarters.\nIn the first quarter, revenue grew 34% year over year, on top of 15% in the year-ago quarter. More people are relying on search to find vaccine information and look for jobs, which is boosting Google's advertising revenue in the search business. YouTube ad spending is also picking up as more people are turning to the video platform to watch reviews and shop for products.\nDuring the Q1 earnings call, Alphabet's Chief Business Officer Philipp Schindler said, \"We've seen great momentum in TrueView for Action ads, with a number of advertisers using the format doubling over the past year.\"\nAlphabet is also a leader in the booming cloud services market, where Google Cloud revenue surged 46% year over year. What's notable about this performance is that Google Cloud grew faster than the cloud market overall. This is an important market share gain for Google, which continues to trail the leaders,Microsoft and Amazon.\nOverall, Alphabet has a wide competitive moat, with a massive base of users who rely on Gmail, Google Maps, search, and YouTube every day.\nOf course, government regulation is a long-term threat here. Alphabet just reached a settlement with regulators in France, where it will pay $270 million in fines over an antitrust dispute. But this regulatory risk seems to already be reflected in the stock's valuation.\nAnalysts expect this FAANG stock to grow earnings per share at an annualized rate of 21% over the next five years, which is more than enough to support a forward P/E of 28.7 at the stock's current price.\n2. Dell Technologies\nMany investors remember Dell from the glory days of the PC boom a few decades ago. While the company benefited from a healthy PC market in the first quarter, the reason investors should consider buying shares is the momentum Dell is experiencing with its information technology business, along with other catalysts on the horizon.\nAfter posting a 1% decline in revenue through the first half of fiscal 2021, Dell has seen revenue accelerate to 9% in fiscal Q4 2021 and 12% in fiscal Q1 2022.\n\"There has been a substantial acceleration in digital transformation across the globe and you can see it in our results with record first-quarter revenue of $24.5 billion,\" Chief Operating Officer Jeff Clarke said in the earnings report.\nThe stock has doubled off its lows from a year ago, reflecting the company's improving outlook coming out of the pandemic. But it could still head higher, for a few reasons.\nFirst, Dell is rapidly paying down its debt, which stood at $37.9 billion at the end of April, down from $41.6 billion at the end of January. Debt reduction not only lowers financial risk for Dell, but it also boosts earnings growth, since lower debt also means lower interest expense. The recent reduction in debt lowered interest expense by approximately $162 million last quarter and contributed to a 59% jump in net profit.\nDell is also spinning off its 81% interest in VMware, which will provide proceeds of $9.3 billion to $9.7 billion to accelerate the reduction in debt.\nUltimately, valuation is what counts. The stock trades at a low price-to-earnings (P/E) multiple of 12 times forward earnings estimates. A combination of improving business growth, lower debt, and a cheap P/E make this a top tech stock to consider buying right now.","news_type":1,"symbols_score_info":{"DELL":0.9,"GOOG":0.9,"GOOGL":0.9}},"isVote":1,"tweetType":1,"viewCount":1036,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":360282422,"gmtCreate":1613926672166,"gmtModify":1631888729734,"author":{"id":"3570185559639588","authorId":"3570185559639588","name":"matzee","avatar":"https://static.tigerbbs.com/cc9810e35803206e076c537161a0e61f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570185559639588","authorIdStr":"3570185559639588"},"themes":[],"htmlText":"done interesting","listText":"done interesting","text":"done interesting","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/360282422","isVote":1,"tweetType":1,"viewCount":1943,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"posts","isTTM":false}