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- kahzprozkahzproz
  ·2021-07-26
  Nice
  非常抱歉，此主贴已删除
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- kahzprozkahzproz
  ·2021-07-02
  Great!
  Why Zoom Video Stock Jumped 17% in June<blockquote>为什么Zoom Video股价 6 月份上涨 17%</blockquote>
  Shares of the videoconferencing platform gained last month on a solid earnings report and other tail
  Why Zoom Video Stock Jumped 17% in June<blockquote>为什么Zoom Video股价 6 月份上涨 17%</blockquote>
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- kahzprozkahzproz
  ·2021-07-01
  Wow!!
  非常抱歉，此主贴已删除
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- kahzprozkahzproz
  ·2021-06-30
  Wooo
  World's biggest asset manager is cooling on U.S. stocks near term. Here's why.<blockquote>全球最大的资产管理公司近期对美国股市的看法正在降温。原因如下。</blockquote>
  BlackRock says higher taxes could make it challenging for stocks to keep climbing New York Stock Exc
  World's biggest asset manager is cooling on U.S. stocks near term. Here's why.<blockquote>全球最大的资产管理公司近期对美国股市的看法正在降温。原因如下。</blockquote>
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- kahzprozkahzproz
  ·2021-06-30
  Good
  非常抱歉，此主贴已删除
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- kahzprozkahzproz
  ·2021-06-29
  Nice
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- kahzprozkahzproz
  ·2021-05-28
  Nice
  非常抱歉，此主贴已删除
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17:39","market":"us","language":"en","title":"Why Zoom Video Stock Jumped 17% in June<blockquote>为什么Zoom Video股价 6 月份上涨 17%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1107527256","media":"Motley Fool","summary":"Shares of the videoconferencing platform gained last month on a solid earnings report and other tail","content":"<p>Shares of the videoconferencing platform gained last month on a solid earnings report and other tailwinds.</p><p><blockquote>由于稳健的收益报告和其他有利因素，该视频会议平台的股价上个月上涨。</blockquote></p><p> <b>What happened</b></p><p><blockquote><b>发生了什么事</b></blockquote></p><p> Shares of&nbsp;<b>Zoom Video Communications</b>(NASDAQ:ZM)jumped 17% last month, according to data from&nbsp;S&amp;P Global Market Intelligence.</p><p><blockquote>股份<b>Zoom Video通讯</b>根据标准普尔全球市场情报公司的数据，（纳斯达克股票代码：ZM）上个月上涨了 17%。</blockquote></p><p> The videoconferencing leader benefited from a strong first-quarter earnings report, some bullish analyst notes, an acquisition, and concerns about the spreading COVID-19 Delta variant.</p><p><blockquote>这家视频会议领导者受益于强劲的第一季度收益报告、一些看涨的分析师笔记、一次收购以及对 COVID-19 德尔塔变异毒株蔓延的担忧。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5c45583694304bcdd2e20c758dcee810\" tg-width=\"2000\" tg-height=\"1355\"><span>IMAGE SOURCE: ZOOM.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图片来源：ZOOM。</span></p></blockquote></p><p> As you can see from the chart below, the&nbsp;cloud stock&nbsp;gained steadily over the course of the month, riding a broader trend in growth and tech stocks.</p><p><blockquote>从下图可以看出，云股票在本月稳步上涨，顺应了增长股和科技股的大趋势。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/49688704c96624e4f0979ac01ea9016f\" tg-width=\"720\" tg-height=\"387\"><span>ZM DATA BY YCHARTS.</span></p><p><blockquote><p class=\"t-img-caption\"><span>YCHARTS 提供的 ZM 数据。</span></p></blockquote></p><p> <b>So what</b></p><p><blockquote><b>那又怎样</b></blockquote></p><p> Zoom kicked off the month with another round of smashing growth as revenue rose 191% to $956.2 million in its first-quarter earnings report, easily beating estimates at $906.3 million. Customers with more than 10 employees nearly doubled to 497,000.</p><p><blockquote>Zoom 本月伊始便迎来了新一轮的强劲增长，其第一季度收益报告中的收入增长了 191%，达到 9.562 亿美元，轻松超过了 9.063 亿美元的预期。拥有 10 名以上员工的客户几乎翻了一番，达到 497,000 名。</blockquote></p><p> Its bottom-line performance was also impressive as adjusted operating income jumped more than seven times from the year-ago quarter to $400.9 million, equal to a 41.9% adjusted operating profit margin. Adjusted earnings per share reached $1.32, topping the consensus at $0.99.</p><p><blockquote>其利润表现也令人印象深刻，调整后经营利润较去年同期增长了七倍多，达到 4.009 亿美元，相当于 41.9% 的调整后营业利润率。调整后每股收益达到 1.32 美元，高于市场预期的 0.99 美元。</blockquote></p><p> Despite the strong results, investors shrugged off the results as the stock was mostly unchanged on the news. However, it jumped at the end of the month's first week on news that Cathie Wood's ARK Invest bought 96,100 shares.</p><p><blockquote>尽管业绩强劲，但投资者对业绩不屑一顾，因为该股在消息公布后基本没有变化。然而，由于凯西·伍德 (Cathie Wood) 的方舟投资 (ARK Invest) 购买了 96,100 股股票的消息，该股在本月第一周结束时上涨。</blockquote></p><p> The following week, the&nbsp;stock gained&nbsp;on a pair of bullish analyst notes as it was upgraded to buy at Argus, and RBC Capital analyst Rishi Jaluria rated Zoom outperform and called it a top pick.</p><p><blockquote>接下来的一周，由于 Argus 将该股评级上调至买入，该股因两位看涨分析师的评级而上涨，加拿大皇家银行资本分析师 Rishi Jaluria 将 Zoom 评级为跑赢大盘，并称其为首选。</blockquote></p><p> Lastly, Zoom jumped at the end of the month after saying it would acquire Kites, a real-time machine translation start-up to help Zoom with its machine translation, a valuable add-on service for videoconferencing.</p><p><blockquote>最后，Zoom 在本月底表示将收购实时机器翻译初创公司 Kites，以帮助 Zoom 进行机器翻译，这是视频会议的一项有价值的附加服务。</blockquote></p><p> <b>Now what</b></p><p><blockquote><b>现在呢</b></blockquote></p><p> Zoom will face difficult comparisons over the rest of the year as the company laps its blowout performance during the pandemic. But it hiked its guidance for the full year in the first-quarter report, calling for revenue of $3.975 billion to $3.99 billion, above its prior range of $3.76 billion to $3.78 billion. It also expects adjusted earnings per share of $4.56 to $4.61, up from an earlier forecast of $3.59 to $3.65.</p><p><blockquote>随着 Zoom 在疫情期间取得井喷业绩，该公司将在今年剩余时间内面临艰难的比较。但该公司在第一季度报告中上调了全年指引，预计营收为 39.75 亿美元至 39.9 亿美元，高于之前的 37.6 亿美元至 37.8 亿美元。它还预计调整后每股收益为 4.56 美元至 4.61 美元，高于之前预测的 3.59 美元至 3.65 美元。</blockquote></p><p> With that forecast, Zoom doesn't even look that expensive at a price-to-earnings ratio of less than 90, especially compared to some of its software-as-a-service peers that aren't even profitable. Though last year's growth was certainly an anomaly, the future still looks bright for Zoom.</p><p><blockquote>根据这一预测，Zoom 的市盈率低于 90，看起来并没有那么昂贵，尤其是与一些甚至没有盈利的软件即服务同行相比。尽管去年的增长肯定是一个反常现象，但 Zoom 的未来看起来仍然光明。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why Zoom Video Stock Jumped 17% in June<blockquote>为什么Zoom Video股价 6 月份上涨 17%</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy Zoom Video Stock Jumped 17% in June<blockquote>为什么Zoom Video股价 6 月份上涨 17%</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Motley Fool</strong><span class=\"h-time small\">2021-07-02 17:39</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Shares of the videoconferencing platform gained last month on a solid earnings report and other tailwinds.</p><p><blockquote>由于稳健的收益报告和其他有利因素，该视频会议平台的股价上个月上涨。</blockquote></p><p> <b>What happened</b></p><p><blockquote><b>发生了什么事</b></blockquote></p><p> Shares of&nbsp;<b>Zoom Video Communications</b>(NASDAQ:ZM)jumped 17% last month, according to data from&nbsp;S&amp;P Global Market Intelligence.</p><p><blockquote>股份<b>Zoom Video通讯</b>根据标准普尔全球市场情报公司的数据，（纳斯达克股票代码：ZM）上个月上涨了 17%。</blockquote></p><p> The videoconferencing leader benefited from a strong first-quarter earnings report, some bullish analyst notes, an acquisition, and concerns about the spreading COVID-19 Delta variant.</p><p><blockquote>这家视频会议领导者受益于强劲的第一季度收益报告、一些看涨的分析师笔记、一次收购以及对 COVID-19 德尔塔变异毒株蔓延的担忧。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5c45583694304bcdd2e20c758dcee810\" tg-width=\"2000\" tg-height=\"1355\"><span>IMAGE SOURCE: ZOOM.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图片来源：ZOOM。</span></p></blockquote></p><p> As you can see from the chart below, the&nbsp;cloud stock&nbsp;gained steadily over the course of the month, riding a broader trend in growth and tech stocks.</p><p><blockquote>从下图可以看出，云股票在本月稳步上涨，顺应了增长股和科技股的大趋势。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/49688704c96624e4f0979ac01ea9016f\" tg-width=\"720\" tg-height=\"387\"><span>ZM DATA BY YCHARTS.</span></p><p><blockquote><p class=\"t-img-caption\"><span>YCHARTS 提供的 ZM 数据。</span></p></blockquote></p><p> <b>So what</b></p><p><blockquote><b>那又怎样</b></blockquote></p><p> Zoom kicked off the month with another round of smashing growth as revenue rose 191% to $956.2 million in its first-quarter earnings report, easily beating estimates at $906.3 million. Customers with more than 10 employees nearly doubled to 497,000.</p><p><blockquote>Zoom 本月伊始便迎来了新一轮的强劲增长，其第一季度收益报告中的收入增长了 191%，达到 9.562 亿美元，轻松超过了 9.063 亿美元的预期。拥有 10 名以上员工的客户几乎翻了一番，达到 497,000 名。</blockquote></p><p> Its bottom-line performance was also impressive as adjusted operating income jumped more than seven times from the year-ago quarter to $400.9 million, equal to a 41.9% adjusted operating profit margin. Adjusted earnings per share reached $1.32, topping the consensus at $0.99.</p><p><blockquote>其利润表现也令人印象深刻，调整后经营利润较去年同期增长了七倍多，达到 4.009 亿美元，相当于 41.9% 的调整后营业利润率。调整后每股收益达到 1.32 美元，高于市场预期的 0.99 美元。</blockquote></p><p> Despite the strong results, investors shrugged off the results as the stock was mostly unchanged on the news. However, it jumped at the end of the month's first week on news that Cathie Wood's ARK Invest bought 96,100 shares.</p><p><blockquote>尽管业绩强劲，但投资者对业绩不屑一顾，因为该股在消息公布后基本没有变化。然而，由于凯西·伍德 (Cathie Wood) 的方舟投资 (ARK Invest) 购买了 96,100 股股票的消息，该股在本月第一周结束时上涨。</blockquote></p><p> The following week, the&nbsp;stock gained&nbsp;on a pair of bullish analyst notes as it was upgraded to buy at Argus, and RBC Capital analyst Rishi Jaluria rated Zoom outperform and called it a top pick.</p><p><blockquote>接下来的一周，由于 Argus 将该股评级上调至买入，该股因两位看涨分析师的评级而上涨，加拿大皇家银行资本分析师 Rishi Jaluria 将 Zoom 评级为跑赢大盘，并称其为首选。</blockquote></p><p> Lastly, Zoom jumped at the end of the month after saying it would acquire Kites, a real-time machine translation start-up to help Zoom with its machine translation, a valuable add-on service for videoconferencing.</p><p><blockquote>最后，Zoom 在本月底表示将收购实时机器翻译初创公司 Kites，以帮助 Zoom 进行机器翻译，这是视频会议的一项有价值的附加服务。</blockquote></p><p> <b>Now what</b></p><p><blockquote><b>现在呢</b></blockquote></p><p> Zoom will face difficult comparisons over the rest of the year as the company laps its blowout performance during the pandemic. But it hiked its guidance for the full year in the first-quarter report, calling for revenue of $3.975 billion to $3.99 billion, above its prior range of $3.76 billion to $3.78 billion. It also expects adjusted earnings per share of $4.56 to $4.61, up from an earlier forecast of $3.59 to $3.65.</p><p><blockquote>随着 Zoom 在疫情期间取得井喷业绩，该公司将在今年剩余时间内面临艰难的比较。但该公司在第一季度报告中上调了全年指引，预计营收为 39.75 亿美元至 39.9 亿美元，高于之前的 37.6 亿美元至 37.8 亿美元。它还预计调整后每股收益为 4.56 美元至 4.61 美元，高于之前预测的 3.59 美元至 3.65 美元。</blockquote></p><p> With that forecast, Zoom doesn't even look that expensive at a price-to-earnings ratio of less than 90, especially compared to some of its software-as-a-service peers that aren't even profitable. Though last year's growth was certainly an anomaly, the future still looks bright for Zoom.</p><p><blockquote>根据这一预测，Zoom 的市盈率低于 90，看起来并没有那么昂贵，尤其是与一些甚至没有盈利的软件即服务同行相比。尽管去年的增长肯定是一个反常现象，但 Zoom 的未来看起来仍然光明。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.fool.com/investing/2021/07/01/why-zoom-video-stock-jumped-17/\">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":{"ZM":"Zoom"},"source_url":"https://www.fool.com/investing/2021/07/01/why-zoom-video-stock-jumped-17/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1107527256","content_text":"Shares of the videoconferencing platform gained last month on a solid earnings report and other tailwinds.\nWhat happened\nShares of Zoom Video Communications(NASDAQ:ZM)jumped 17% last month, according to data from S&P Global Market Intelligence.\nThe videoconferencing leader benefited from a strong first-quarter earnings report, some bullish analyst notes, an acquisition, and concerns about the spreading COVID-19 Delta variant.\nIMAGE SOURCE: ZOOM.\nAs you can see from the chart below, the cloud stock gained steadily over the course of the month, riding a broader trend in growth and tech stocks.\nZM DATA BY YCHARTS.\nSo what\nZoom kicked off the month with another round of smashing growth as revenue rose 191% to $956.2 million in its first-quarter earnings report, easily beating estimates at $906.3 million. Customers with more than 10 employees nearly doubled to 497,000.\nIts bottom-line performance was also impressive as adjusted operating income jumped more than seven times from the year-ago quarter to $400.9 million, equal to a 41.9% adjusted operating profit margin. Adjusted earnings per share reached $1.32, topping the consensus at $0.99.\nDespite the strong results, investors shrugged off the results as the stock was mostly unchanged on the news. However, it jumped at the end of the month's first week on news that Cathie Wood's ARK Invest bought 96,100 shares.\nThe following week, the stock gained on a pair of bullish analyst notes as it was upgraded to buy at Argus, and RBC Capital analyst Rishi Jaluria rated Zoom outperform and called it a top pick.\nLastly, Zoom jumped at the end of the month after saying it would acquire Kites, a real-time machine translation start-up to help Zoom with its machine translation, a valuable add-on service for videoconferencing.\nNow what\nZoom will face difficult comparisons over the rest of the year as the company laps its blowout performance during the pandemic. But it hiked its guidance for the full year in the first-quarter report, calling for revenue of $3.975 billion to $3.99 billion, above its prior range of $3.76 billion to $3.78 billion. It also expects adjusted earnings per share of $4.56 to $4.61, up from an earlier forecast of $3.59 to $3.65.\nWith that forecast, Zoom doesn't even look that expensive at a price-to-earnings ratio of less than 90, especially compared to some of its software-as-a-service peers that aren't even profitable. Though last year's growth was certainly an anomaly, the future still looks bright for Zoom.","news_type":1,"symbols_score_info":{"ZM":0.9}},"isVote":1,"tweetType":1,"viewCount":1148,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":151740236,"gmtCreate":1625109228025,"gmtModify":1633944680803,"author":{"id":"3582202145499568","authorId":"3582202145499568","name":"kahzproz","avatar":"https://static.tigerbbs.com/b5c932b758acbfcaf56ee6b52fce7386","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582202145499568","idStr":"3582202145499568"},"themes":[],"title":"","htmlText":"Wow!!","listText":"Wow!!","text":"Wow!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/151740236","repostId":"1101986449","repostType":4,"isVote":1,"tweetType":1,"viewCount":1160,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":153522839,"gmtCreate":1625037175421,"gmtModify":1633945575053,"author":{"id":"3582202145499568","authorId":"3582202145499568","name":"kahzproz","avatar":"https://static.tigerbbs.com/b5c932b758acbfcaf56ee6b52fce7386","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582202145499568","idStr":"3582202145499568"},"themes":[],"title":"","htmlText":"Wooo","listText":"Wooo","text":"Wooo","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/153522839","repostId":"1175484676","repostType":4,"repost":{"id":"1175484676","kind":"news","pubTimestamp":1625036347,"share":"https://www.laohunote.com/m/news/1175484676?lang=zh_CN&edition=full","pubTime":"2021-06-30 14:59","market":"us","language":"en","title":"World's biggest asset manager is cooling on U.S. stocks near term. Here's why.<blockquote>全球最大的资产管理公司近期对美国股市的看法正在降温。原因如下。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1175484676","media":"MarkeWatch","summary":"BlackRock says higher taxes could make it challenging for stocks to keep climbing\nNew York Stock Exc","content":"<p>BlackRock says higher taxes could make it challenging for stocks to keep climbing</p><p><blockquote>贝莱德表示，更高的税收可能会使股市难以继续攀升</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/680d19274db1e76a6855fad2ab495612\" tg-width=\"1260\" tg-height=\"868\"><span>New York Stock Exchange (NYSE) at Wall Street on Jan. 12, 2021 in New York City.</span></p><p><blockquote><p class=\"t-img-caption\"><span>2021年1月12日，纽约证券交易所（NYSE）在华尔街。</span></p></blockquote></p><p> Is this as good as it gets for U.S. stocks?</p><p><blockquote>这对美国股市来说是最好的吗？</blockquote></p><p> That's a question investors would be forgiven for asking each time the S&amp;P 500 index marks new highs -- all 32 times this year so far, with another record potentially in the works for Tuesday . According to BlackRock, the answer may be yes, at least for now.</p><p><blockquote>每次标普500指数创下新高时，投资者都会问这个问题，这是情有可原的——今年迄今已创下 32 次，周二可能还会创下另一项纪录。贝莱德表示，答案可能是肯定的，至少目前是这样。</blockquote></p><p> \"The potential for higher U.S. taxes, coupled with regulatory risks and shifting growth momentum, tempers our near-term enthusiasm for U.S. equities,\" said Wei Li, global chief investment strategist, and a team at BlackRock Investment Institute, in a weekly commentary that published on Tuesday.</p><p><blockquote>贝莱德投资研究所全球首席投资策略师李伟和团队在周二发表的每周评论中表示：“美国税收增加的可能性，加上监管风险和增长势头的转变，削弱了我们对美国股市的近期热情。”</blockquote></p><p> The world's biggest asset manager sees stocks in non-U.S. developed markets as \"better positioned to capture the economic restart over the tactical horizon,\" as the rest of the world recovers from the coronavirus pandemic.</p><p><blockquote>这家全球最大的资产管理公司认为，随着世界其他地区从冠状病毒大流行中复苏，非美国发达市场的股票“能够更好地抓住战术范围内的经济重启”。</blockquote></p><p> The White House recently signed onto a bipartisan infrastructure plan , which has long been sought by the Organization for Economic Cooperation and Development, which wants rules for taxing cross-border digital services and multinationals that try to shifting profits to lower-tax jurisdictions.</p><p><blockquote>白宫最近签署了一项两党基础设施计划，该计划长期以来一直是经济合作与发展组织（Organization for Economic Cooperation and Development）寻求的，该组织希望制定对跨境数字服务和试图将利润转移到低税收司法管辖区的跨国公司征税的规则。</blockquote></p><p> \"Higher taxes would have varied sectoral implications,\" said Li and the team. \"Sectors with the lowest effective tax rates -- or the actual rate paid after taking into account various tax breaks and deductions -- have the most to lose, all else being equal. Information technology <a href=\"https://laohu8.com/S/IT\">$(IT)$</a>, the largest sector on the S&amp;P 500 index, has a relatively low effective tax rate just under 17%. Energy, materials and consumer staples have tax rates above 20%.\"</p><p><blockquote>“更高的税收会对行业产生不同的影响，”李和他的团队说。“在其他条件相同的情况下，有效税率最低的行业（或考虑各种税收减免和扣除后的实际税率）损失最大。<a href=\"https://laohu8.com/S/IT\">$(它)$</a>标普500指数中最大的行业，有效税率相对较低，略低于 17%。能源、材料和必需消费品的税率超过 20%。”</blockquote></p><p> <img src=\"https://static.tigerbbs.com/13ec81666b4fcbd90b2335b48a538b19\" tg-width=\"1260\" tg-height=\"757\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> Large-cap information technology and healthcare stocks, which tend to benefit most when profits can find those lower-tax jurisdictions, could take the biggest hit to earnings should a global minimum tax become a reality. Tax increases that come in less than the administration of President Joe Biden has proposed might \"soften the blow,\" while the sector's relatively high profit margins and \"supportive structural growth trends,\" would also help offset those risks.</p><p><blockquote>当利润能够找到那些税收较低的司法管辖区时，大型信息技术和医疗保健股票往往会受益最大，但如果全球最低税成为现实，这些股票的盈利可能会受到最大的打击。增税幅度低于乔·拜登总统政府提议的幅度可能会“减轻打击”，而该行业相对较高的利润率和“支持性的结构性增长趋势”也将有助于抵消这些风险。</blockquote></p><p> BlackRock <a href=\"https://laohu8.com/S/BLK\">$(BLK)$</a> does see plenty of uncertainty around any tax plan, saying the bipartisan deal still faces hurdles, so in the end, they expect a spending plan well below the price tag, which means less offsetting tax hikes. But if the tax rises are implemented, Blackrock has an idea of what that might mean for equities.</p><p><blockquote>贝莱德<a href=\"https://laohu8.com/S/BLK\">$(块)$</a>确实看到任何税收计划都有很多不确定性，称两党协议仍面临障碍，因此最终，他们预计支出计划远低于价格标签，这意味着抵消增税的作用较小。但如果增税措施得以实施，贝莱德知道这对股市可能意味着什么。</blockquote></p><p> \"If the proposed 28% corporate income-tax rate and a 21% global minimum tax were imposed, we estimate the earnings per share of the S&amp;P 500 index would be 7% lower in 2022 compared with a scenario without tax increases,\" said BlackRock.</p><p><blockquote>贝莱德表示：“如果征收拟议的 28% 企业所得税率和 21% 的全球最低税率，我们预计 2022 年标普500指数的每股收益将比不增税的情况低 7%。”</blockquote></p><p> As for non-U.S. equity markets, BlackRock said Europe and Japan are well-positioned to pick up the baton from a strong U.S.-led economic restart. Those markets already have plenty of taxes and regulations, with little scope for more.</p><p><blockquote>至于非美国股市，贝莱德表示，欧洲和日本处于有利地位，可以从美国主导的强劲经济重启中接过接力棒。这些市场已经有了大量的税收和法规，没有更多的空间。</blockquote></p><p> BlackRock also still likes small-and-medium cap U.S. stocks, which strategist said are less likely to be affected by tax hikes and regulations aimed at big corporations. Any higher taxes on individual capital gains could put more focus on after-tax portfolio construction and may drive up demand for tax-efficient strategies that let investors better control timing on capital gains, such as exchange-traded funds and managed accounts, the asset manager said.</p><p><blockquote>贝莱德还仍然看好中小型美国股票，策略师表示，这些股票不太可能受到针对大公司的增税和法规的影响。该资产管理公司表示，对个人资本利得税的提高可能会让人们更加关注税后投资组合构建，并可能推动对节税策略的需求，使投资者能够更好地控制资本利得的时机，例如交易所交易基金和管理账户。</blockquote></p><p> \"Tax-advantaged U.S. municipal bonds may also benefit from increased demand, even as their valuations look relatively rich to us,\" said Li and the team.</p><p><blockquote>李和他的团队表示：“享受税收优惠的美国市政债券也可能受益于需求增加，尽管它们的估值在我们看来相对较高。”</blockquote></p><p></p>","source":"lsy1625036433252","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>World's biggest asset manager is cooling on U.S. stocks near term. Here's why.<blockquote>全球最大的资产管理公司近期对美国股市的看法正在降温。原因如下。</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\">\nWorld's biggest asset manager is cooling on U.S. stocks near term. Here's why.<blockquote>全球最大的资产管理公司近期对美国股市的看法正在降温。原因如下。</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">MarkeWatch</strong><span class=\"h-time small\">2021-06-30 14:59</span>\n</p>\n</h4>\n</header>\n<article>\n<p>BlackRock says higher taxes could make it challenging for stocks to keep climbing</p><p><blockquote>贝莱德表示，更高的税收可能会使股市难以继续攀升</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/680d19274db1e76a6855fad2ab495612\" tg-width=\"1260\" tg-height=\"868\"><span>New York Stock Exchange (NYSE) at Wall Street on Jan. 12, 2021 in New York City.</span></p><p><blockquote><p class=\"t-img-caption\"><span>2021年1月12日，纽约证券交易所（NYSE）在华尔街。</span></p></blockquote></p><p> Is this as good as it gets for U.S. stocks?</p><p><blockquote>这对美国股市来说是最好的吗？</blockquote></p><p> That's a question investors would be forgiven for asking each time the S&amp;P 500 index marks new highs -- all 32 times this year so far, with another record potentially in the works for Tuesday . According to BlackRock, the answer may be yes, at least for now.</p><p><blockquote>每次标普500指数创下新高时，投资者都会问这个问题，这是情有可原的——今年迄今已创下 32 次，周二可能还会创下另一项纪录。贝莱德表示，答案可能是肯定的，至少目前是这样。</blockquote></p><p> \"The potential for higher U.S. taxes, coupled with regulatory risks and shifting growth momentum, tempers our near-term enthusiasm for U.S. equities,\" said Wei Li, global chief investment strategist, and a team at BlackRock Investment Institute, in a weekly commentary that published on Tuesday.</p><p><blockquote>贝莱德投资研究所全球首席投资策略师李伟和团队在周二发表的每周评论中表示：“美国税收增加的可能性，加上监管风险和增长势头的转变，削弱了我们对美国股市的近期热情。”</blockquote></p><p> The world's biggest asset manager sees stocks in non-U.S. developed markets as \"better positioned to capture the economic restart over the tactical horizon,\" as the rest of the world recovers from the coronavirus pandemic.</p><p><blockquote>这家全球最大的资产管理公司认为，随着世界其他地区从冠状病毒大流行中复苏，非美国发达市场的股票“能够更好地抓住战术范围内的经济重启”。</blockquote></p><p> The White House recently signed onto a bipartisan infrastructure plan , which has long been sought by the Organization for Economic Cooperation and Development, which wants rules for taxing cross-border digital services and multinationals that try to shifting profits to lower-tax jurisdictions.</p><p><blockquote>白宫最近签署了一项两党基础设施计划，该计划长期以来一直是经济合作与发展组织（Organization for Economic Cooperation and Development）寻求的，该组织希望制定对跨境数字服务和试图将利润转移到低税收司法管辖区的跨国公司征税的规则。</blockquote></p><p> \"Higher taxes would have varied sectoral implications,\" said Li and the team. \"Sectors with the lowest effective tax rates -- or the actual rate paid after taking into account various tax breaks and deductions -- have the most to lose, all else being equal. Information technology <a href=\"https://laohu8.com/S/IT\">$(IT)$</a>, the largest sector on the S&amp;P 500 index, has a relatively low effective tax rate just under 17%. Energy, materials and consumer staples have tax rates above 20%.\"</p><p><blockquote>“更高的税收会对行业产生不同的影响，”李和他的团队说。“在其他条件相同的情况下，有效税率最低的行业（或考虑各种税收减免和扣除后的实际税率）损失最大。<a href=\"https://laohu8.com/S/IT\">$(它)$</a>标普500指数中最大的行业，有效税率相对较低，略低于 17%。能源、材料和必需消费品的税率超过 20%。”</blockquote></p><p> <img src=\"https://static.tigerbbs.com/13ec81666b4fcbd90b2335b48a538b19\" tg-width=\"1260\" tg-height=\"757\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> Large-cap information technology and healthcare stocks, which tend to benefit most when profits can find those lower-tax jurisdictions, could take the biggest hit to earnings should a global minimum tax become a reality. Tax increases that come in less than the administration of President Joe Biden has proposed might \"soften the blow,\" while the sector's relatively high profit margins and \"supportive structural growth trends,\" would also help offset those risks.</p><p><blockquote>当利润能够找到那些税收较低的司法管辖区时，大型信息技术和医疗保健股票往往会受益最大，但如果全球最低税成为现实，这些股票的盈利可能会受到最大的打击。增税幅度低于乔·拜登总统政府提议的幅度可能会“减轻打击”，而该行业相对较高的利润率和“支持性的结构性增长趋势”也将有助于抵消这些风险。</blockquote></p><p> BlackRock <a href=\"https://laohu8.com/S/BLK\">$(BLK)$</a> does see plenty of uncertainty around any tax plan, saying the bipartisan deal still faces hurdles, so in the end, they expect a spending plan well below the price tag, which means less offsetting tax hikes. But if the tax rises are implemented, Blackrock has an idea of what that might mean for equities.</p><p><blockquote>贝莱德<a href=\"https://laohu8.com/S/BLK\">$(块)$</a>确实看到任何税收计划都有很多不确定性，称两党协议仍面临障碍，因此最终，他们预计支出计划远低于价格标签，这意味着抵消增税的作用较小。但如果增税措施得以实施，贝莱德知道这对股市可能意味着什么。</blockquote></p><p> \"If the proposed 28% corporate income-tax rate and a 21% global minimum tax were imposed, we estimate the earnings per share of the S&amp;P 500 index would be 7% lower in 2022 compared with a scenario without tax increases,\" said BlackRock.</p><p><blockquote>贝莱德表示：“如果征收拟议的 28% 企业所得税率和 21% 的全球最低税率，我们预计 2022 年标普500指数的每股收益将比不增税的情况低 7%。”</blockquote></p><p> As for non-U.S. equity markets, BlackRock said Europe and Japan are well-positioned to pick up the baton from a strong U.S.-led economic restart. Those markets already have plenty of taxes and regulations, with little scope for more.</p><p><blockquote>至于非美国股市，贝莱德表示，欧洲和日本处于有利地位，可以从美国主导的强劲经济重启中接过接力棒。这些市场已经有了大量的税收和法规，没有更多的空间。</blockquote></p><p> BlackRock also still likes small-and-medium cap U.S. stocks, which strategist said are less likely to be affected by tax hikes and regulations aimed at big corporations. Any higher taxes on individual capital gains could put more focus on after-tax portfolio construction and may drive up demand for tax-efficient strategies that let investors better control timing on capital gains, such as exchange-traded funds and managed accounts, the asset manager said.</p><p><blockquote>贝莱德还仍然看好中小型美国股票，策略师表示，这些股票不太可能受到针对大公司的增税和法规的影响。该资产管理公司表示，对个人资本利得税的提高可能会让人们更加关注税后投资组合构建，并可能推动对节税策略的需求，使投资者能够更好地控制资本利得的时机，例如交易所交易基金和管理账户。</blockquote></p><p> \"Tax-advantaged U.S. municipal bonds may also benefit from increased demand, even as their valuations look relatively rich to us,\" said Li and the team.</p><p><blockquote>李和他的团队表示：“享受税收优惠的美国市政债券也可能受益于需求增加，尽管它们的估值在我们看来相对较高。”</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.marketwatch.com/story/worlds-biggest-asset-manager-is-cooling-on-u-s-stocks-near-term-heres-why-11624980949?mod=home-page\">MarkeWatch</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":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"source_url":"https://www.marketwatch.com/story/worlds-biggest-asset-manager-is-cooling-on-u-s-stocks-near-term-heres-why-11624980949?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1175484676","content_text":"BlackRock says higher taxes could make it challenging for stocks to keep climbing\nNew York Stock Exchange (NYSE) at Wall Street on Jan. 12, 2021 in New York City.\nIs this as good as it gets for U.S. stocks?\nThat's a question investors would be forgiven for asking each time the S&P 500 index marks new highs -- all 32 times this year so far, with another record potentially in the works for Tuesday . According to BlackRock, the answer may be yes, at least for now.\n\"The potential for higher U.S. taxes, coupled with regulatory risks and shifting growth momentum, tempers our near-term enthusiasm for U.S. equities,\" said Wei Li, global chief investment strategist, and a team at BlackRock Investment Institute, in a weekly commentary that published on Tuesday.\nThe world's biggest asset manager sees stocks in non-U.S. developed markets as \"better positioned to capture the economic restart over the tactical horizon,\" as the rest of the world recovers from the coronavirus pandemic.\nThe White House recently signed onto a bipartisan infrastructure plan , which has long been sought by the Organization for Economic Cooperation and Development, which wants rules for taxing cross-border digital services and multinationals that try to shifting profits to lower-tax jurisdictions.\n\"Higher taxes would have varied sectoral implications,\" said Li and the team. \"Sectors with the lowest effective tax rates -- or the actual rate paid after taking into account various tax breaks and deductions -- have the most to lose, all else being equal. Information technology $(IT)$, the largest sector on the S&P 500 index, has a relatively low effective tax rate just under 17%. Energy, materials and consumer staples have tax rates above 20%.\"\n\nLarge-cap information technology and healthcare stocks, which tend to benefit most when profits can find those lower-tax jurisdictions, could take the biggest hit to earnings should a global minimum tax become a reality. Tax increases that come in less than the administration of President Joe Biden has proposed might \"soften the blow,\" while the sector's relatively high profit margins and \"supportive structural growth trends,\" would also help offset those risks.\nBlackRock $(BLK)$ does see plenty of uncertainty around any tax plan, saying the bipartisan deal still faces hurdles, so in the end, they expect a spending plan well below the price tag, which means less offsetting tax hikes. But if the tax rises are implemented, Blackrock has an idea of what that might mean for equities.\n\"If the proposed 28% corporate income-tax rate and a 21% global minimum tax were imposed, we estimate the earnings per share of the S&P 500 index would be 7% lower in 2022 compared with a scenario without tax increases,\" said BlackRock.\nAs for non-U.S. equity markets, BlackRock said Europe and Japan are well-positioned to pick up the baton from a strong U.S.-led economic restart. Those markets already have plenty of taxes and regulations, with little scope for more.\nBlackRock also still likes small-and-medium cap U.S. stocks, which strategist said are less likely to be affected by tax hikes and regulations aimed at big corporations. Any higher taxes on individual capital gains could put more focus on after-tax portfolio construction and may drive up demand for tax-efficient strategies that let investors better control timing on capital gains, such as exchange-traded funds and managed accounts, the asset manager said.\n\"Tax-advantaged U.S. municipal bonds may also benefit from increased demand, even as their valuations look relatively rich to us,\" said Li and the team.","news_type":1,"symbols_score_info":{".IXIC":0.9,".SPX":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":1606,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":153526878,"gmtCreate":1625037070294,"gmtModify":1633945575405,"author":{"id":"3582202145499568","authorId":"3582202145499568","name":"kahzproz","avatar":"https://static.tigerbbs.com/b5c932b758acbfcaf56ee6b52fce7386","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582202145499568","idStr":"3582202145499568"},"themes":[],"title":"","htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/153526878","repostId":"1122418477","repostType":4,"isVote":1,"tweetType":1,"viewCount":1340,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":159400686,"gmtCreate":1624975763745,"gmtModify":1633946297771,"author":{"id":"3582202145499568","authorId":"3582202145499568","name":"kahzproz","avatar":"https://static.tigerbbs.com/b5c932b758acbfcaf56ee6b52fce7386","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582202145499568","idStr":"3582202145499568"},"themes":[],"title":"","htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/159400686","repostId":"2147343850","repostType":4,"isVote":1,"tweetType":1,"viewCount":1283,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":135769950,"gmtCreate":1622185277570,"gmtModify":1634183034866,"author":{"id":"3582202145499568","authorId":"3582202145499568","name":"kahzproz","avatar":"https://static.tigerbbs.com/b5c932b758acbfcaf56ee6b52fce7386","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582202145499568","idStr":"3582202145499568"},"themes":[],"title":"","htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/135769950","repostId":"1160511174","repostType":4,"isVote":1,"tweetType":1,"viewCount":2826,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"posts","isTTM":false}