个人中心 - 老虎社区

VVTZ

IP属地：未知

帖子 · 36帖子 · 36
关注 · 0关注 · 0
粉丝 · 0粉丝 · 0

- VVTZVVTZ
  ·2021-12-30
  [Miser]
  3,082 评论
  点赞
  分享
  举报
- VVTZVVTZ
  ·2021-12-10
  Abbie [Cool]
  AbbVie Shares Rise; Wells Fargo Lauds Growth Prospects<blockquote>艾伯维股价上涨；富国银行赞扬增长前景</blockquote>
  AbbVie (ABBV) shares rose on Thursday after Wells Fargo analyst Mohit Bansal initiated coverage of t
  AbbVie Shares Rise; Wells Fargo Lauds Growth Prospects<blockquote>艾伯维股价上涨；富国银行赞扬增长前景</blockquote>
  2,744 3
  2
  分享
  举报
- VVTZVVTZ
  ·2021-09-09
  Great news
  非常抱歉，此主贴已删除
  4,051 1
  3
  分享
  举报
- VVTZVVTZ
  ·2021-08-31
  [Miser]
  非常抱歉，此主贴已删除
  2,332 评论
  3
  分享
  举报
- VVTZVVTZ
  ·2021-08-24
  [Miser]
  非常抱歉，此主贴已删除
  3,896 1
  2
  分享
  举报
- VVTZVVTZ
  ·2021-08-18
  [Sad]
  非常抱歉，此主贴已删除
  2,636 1
  8
  分享
  举报
- VVTZVVTZ
  ·2021-08-16
  [Miser]
  非常抱歉，此主贴已删除
  1,961 2
  3
  分享
  举报
- VVTZVVTZ
  ·2021-08-13
  Go Disney!
  Disney earnings preview: Growth in Disney+, parks in focus amid reopenings<blockquote>迪士尼盈利预览：Disney+ 增长，公园重新开放成为焦点</blockquote>
  Disney (DIS) is set to report fiscal third-quarter results Thursday after market close, with investo
  Disney earnings preview: Growth in Disney+, parks in focus amid reopenings<blockquote>迪士尼盈利预览：Disney+ 增长，公园重新开放成为焦点</blockquote>
  1,979 1
  1
  分享
  举报
- VVTZVVTZ
  ·2021-08-07
  Crowdstrike!
  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>
  2,158 1
  7
  分享
  举报
- VVTZVVTZ
  ·2021-08-05
  AMD is a good stock!
  非常抱歉，此主贴已删除
  2,243 3
  12
  分享
  举报

热议股票

{"i18n":{"language":"zh_CN"},"isCurrentUser":false,"userPageInfo":{"id":"3582629808245810","uuid":"3582629808245810","gmtCreate":1619536031210,"gmtModify":1621216289878,"name":"VVTZ","pinyin":"vvtz","introduction":"","introductionEn":null,"signature":"","avatar":"https://static.tigerbbs.com/2a29e08a133febe21814a6f15264733d","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":0,"headSize":105,"tweetSize":36,"questionSize":0,"limitLevel":999,"accountStatus":4,"level":{"id":2,"name":"无畏虎","nameTw":"無畏虎","represent":"初生牛犊","factor":"发布3条非转发主帖,1条获得他人回复或点赞","iconColor":"3C9E83","bgColor":"A2F1D9"},"themeCounts":0,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":0,"symbols":null,"coverImage":null,"realNameVerified":null,"userBadges":[{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-3","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"偶像虎友","description":"加入老虎社区1500天","bigImgUrl":"https://static.tigerbbs.com/8b40ae7da5bf081a1c84df14bf9e6367","smallImgUrl":"https://static.tigerbbs.com/f160eceddd7c284a8e1136557615cfad","grayImgUrl":"https://static.tigerbbs.com/11792805c468334a9b31c39f95a41c6a","redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2026.04.22","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":0},{"badgeId":"518b5610c3e8410da5cfad115e4b0f5a-1","templateUuid":"518b5610c3e8410da5cfad115e4b0f5a","name":"实盘交易者","description":"完成一笔实盘交易","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":0}],"userBadgeCount":2,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":11,"crmLevelSwitch":0,"location":"未知","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":0,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"page":1,"watchlist":null,"tweetList":[{"id":692053792,"gmtCreate":1640799678610,"gmtModify":1640799678693,"author":{"id":"3582629808245810","authorId":"3582629808245810","name":"VVTZ","avatar":"https://static.tigerbbs.com/2a29e08a133febe21814a6f15264733d","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582629808245810","authorIdStr":"3582629808245810"},"themes":[],"title":"","htmlText":"[Miser]&nbsp;","listText":"[Miser]&nbsp;","text":"[Miser]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/692053792","isVote":1,"tweetType":1,"viewCount":3082,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":605357672,"gmtCreate":1639120203620,"gmtModify":1639120203620,"author":{"id":"3582629808245810","authorId":"3582629808245810","name":"VVTZ","avatar":"https://static.tigerbbs.com/2a29e08a133febe21814a6f15264733d","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582629808245810","authorIdStr":"3582629808245810"},"themes":[],"title":"","htmlText":"Abbie [Cool]&nbsp;","listText":"Abbie [Cool]&nbsp;","text":"Abbie [Cool]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/605357672","repostId":"1101852117","repostType":4,"repost":{"id":"1101852117","kind":"news","pubTimestamp":1639115859,"share":"https://www.laohunote.com/m/news/1101852117?lang=zh_CN&edition=full","pubTime":"2021-12-10 13:57","market":"us","language":"en","title":"AbbVie Shares Rise; Wells Fargo Lauds Growth Prospects<blockquote>艾伯维股价上涨；富国银行赞扬增长前景</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1101852117","media":"TheStreet","summary":"AbbVie (ABBV) shares rose on Thursday after Wells Fargo analyst Mohit Bansal initiated coverage of t","content":"<p>AbbVie&nbsp;(<b>ABBV</b>)&nbsp;shares rose on Thursday after Wells Fargo analyst Mohit Bansal initiated coverage of the pharmaceutical titan at overweight on strong growth prospects.</p><p><blockquote>艾伯维（<b>艾伯维</b>) 富国银行分析师莫希特·班萨尔 (Mohit Bansal) 在跑赢大盘开始报道这家制药巨头的强劲增长前景后，该公司股价周四上涨。</blockquote></p><p> He also named it a top pick and has a $165 share-price target.</p><p><blockquote>他还将其命名为首选，并设定了 165 美元的目标股价。</blockquote></p><p> AbbVie recently traded at $123.54, up 1%. It has climbed 15% year to date, trailing the S&amp;P 500’s 25% gain.</p><p><blockquote>艾伯维最近的交易价格为 123.54 美元，上涨 1%。今年迄今为止，该指数已上涨 15%，落后于标普500 25% 的涨幅。</blockquote></p><p> While many investors and analysts are focusing on the loss of exclusivity for AbbVie’s rheumatoid arthritis drug, Humira, the “strong growth prospects” of the company’s other treatments are “not yet fully appreciated,” Bansal wrote.</p><p><blockquote>班萨尔写道，虽然许多投资者和分析师都在关注艾伯维（AbbVie）类风湿性关节炎药物修美乐（Humira）失去独家经营权一事，但该公司其他治疗药物的 “强劲增长前景 ” “尚未得到充分认识”。</blockquote></p><p> “Our head-to-head analysis suggests that ABBV's ex-Humira business is bigger and growing faster than Eli Lilly&nbsp;(<b>LLY</b>)&nbsp;but is trading at 15 times estimated 2022 earnings.” That’s more than a 50% discount to Lilly, he said.</p><p><blockquote>“我们的面对面分析表明，ABBV 的前修美乐业务比礼来公司规模更大，增长速度也更快（<b>LLY</b>）但交易价格是 2022 年预期收益的 15 倍。”他说，这比礼来公司打了 50% 以上的折扣。</blockquote></p><p> AbbVie has industry-leading 20% compound-annualized growth for earnings per share based on 2021-25 estimates for its non-Humira business, Bansal said.</p><p><blockquote>Bansal 表示，根据 2021-25 年非修美乐业务的预测，艾伯维每股收益的年复合增长率为 20%，处于行业领先地位。</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>AbbVie Shares Rise; Wells Fargo Lauds Growth Prospects<blockquote>艾伯维股价上涨；富国银行赞扬增长前景</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\">\nAbbVie Shares Rise; Wells Fargo Lauds Growth Prospects<blockquote>艾伯维股价上涨；富国银行赞扬增长前景</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">TheStreet</strong><span class=\"h-time small\">2021-12-10 13:57</span>\n</p>\n</h4>\n</header>\n<article>\n<p>AbbVie&nbsp;(<b>ABBV</b>)&nbsp;shares rose on Thursday after Wells Fargo analyst Mohit Bansal initiated coverage of the pharmaceutical titan at overweight on strong growth prospects.</p><p><blockquote>艾伯维（<b>艾伯维</b>) 富国银行分析师莫希特·班萨尔 (Mohit Bansal) 在跑赢大盘开始报道这家制药巨头的强劲增长前景后，该公司股价周四上涨。</blockquote></p><p> He also named it a top pick and has a $165 share-price target.</p><p><blockquote>他还将其命名为首选，并设定了 165 美元的目标股价。</blockquote></p><p> AbbVie recently traded at $123.54, up 1%. It has climbed 15% year to date, trailing the S&amp;P 500’s 25% gain.</p><p><blockquote>艾伯维最近的交易价格为 123.54 美元，上涨 1%。今年迄今为止，该指数已上涨 15%，落后于标普500 25% 的涨幅。</blockquote></p><p> While many investors and analysts are focusing on the loss of exclusivity for AbbVie’s rheumatoid arthritis drug, Humira, the “strong growth prospects” of the company’s other treatments are “not yet fully appreciated,” Bansal wrote.</p><p><blockquote>班萨尔写道，虽然许多投资者和分析师都在关注艾伯维（AbbVie）类风湿性关节炎药物修美乐（Humira）失去独家经营权一事，但该公司其他治疗药物的 “强劲增长前景 ” “尚未得到充分认识”。</blockquote></p><p> “Our head-to-head analysis suggests that ABBV's ex-Humira business is bigger and growing faster than Eli Lilly&nbsp;(<b>LLY</b>)&nbsp;but is trading at 15 times estimated 2022 earnings.” That’s more than a 50% discount to Lilly, he said.</p><p><blockquote>“我们的面对面分析表明，ABBV 的前修美乐业务比礼来公司规模更大，增长速度也更快（<b>LLY</b>）但交易价格是 2022 年预期收益的 15 倍。”他说，这比礼来公司打了 50% 以上的折扣。</blockquote></p><p> AbbVie has industry-leading 20% compound-annualized growth for earnings per share based on 2021-25 estimates for its non-Humira business, Bansal said.</p><p><blockquote>Bansal 表示，根据 2021-25 年非修美乐业务的预测，艾伯维每股收益的年复合增长率为 20%，处于行业领先地位。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.thestreet.com/investing/abbvie-initiated-overweight-rating-wells-fargo-on-growth-prospects\">TheStreet</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":{"ABBV":"艾伯维公司"},"source_url":"https://www.thestreet.com/investing/abbvie-initiated-overweight-rating-wells-fargo-on-growth-prospects","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1101852117","content_text":"AbbVie (ABBV) shares rose on Thursday after Wells Fargo analyst Mohit Bansal initiated coverage of the pharmaceutical titan at overweight on strong growth prospects.\nHe also named it a top pick and has a $165 share-price target.\nAbbVie recently traded at $123.54, up 1%. It has climbed 15% year to date, trailing the S&P 500’s 25% gain.\nWhile many investors and analysts are focusing on the loss of exclusivity for AbbVie’s rheumatoid arthritis drug, Humira, the “strong growth prospects” of the company’s other treatments are “not yet fully appreciated,” Bansal wrote.\n“Our head-to-head analysis suggests that ABBV's ex-Humira business is bigger and growing faster than Eli Lilly (LLY) but is trading at 15 times estimated 2022 earnings.” That’s more than a 50% discount to Lilly, he said.\nAbbVie has industry-leading 20% compound-annualized growth for earnings per share based on 2021-25 estimates for its non-Humira business, Bansal said.","news_type":1,"symbols_score_info":{"ABBV":0.9}},"isVote":1,"tweetType":1,"viewCount":2744,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":883979769,"gmtCreate":1631198669851,"gmtModify":1631889152534,"author":{"id":"3582629808245810","authorId":"3582629808245810","name":"VVTZ","avatar":"https://static.tigerbbs.com/2a29e08a133febe21814a6f15264733d","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582629808245810","authorIdStr":"3582629808245810"},"themes":[],"title":"","htmlText":"Great news&nbsp;","listText":"Great news&nbsp;","text":"Great news","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/883979769","repostId":"1169339361","repostType":4,"isVote":1,"tweetType":1,"viewCount":4051,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":811479589,"gmtCreate":1630340276541,"gmtModify":1704958834399,"author":{"id":"3582629808245810","authorId":"3582629808245810","name":"VVTZ","avatar":"https://static.tigerbbs.com/2a29e08a133febe21814a6f15264733d","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582629808245810","authorIdStr":"3582629808245810"},"themes":[],"title":"","htmlText":"[Miser]&nbsp;","listText":"[Miser]&nbsp;","text":"[Miser]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/811479589","repostId":"1117774965","repostType":4,"isVote":1,"tweetType":1,"viewCount":2332,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":834554003,"gmtCreate":1629815315802,"gmtModify":1631889152540,"author":{"id":"3582629808245810","authorId":"3582629808245810","name":"VVTZ","avatar":"https://static.tigerbbs.com/2a29e08a133febe21814a6f15264733d","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582629808245810","authorIdStr":"3582629808245810"},"themes":[],"title":"","htmlText":"[Miser]&nbsp;","listText":"[Miser]&nbsp;","text":"[Miser]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/834554003","repostId":"2161308889","repostType":4,"isVote":1,"tweetType":1,"viewCount":3896,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":831315580,"gmtCreate":1629288223140,"gmtModify":1631889152543,"author":{"id":"3582629808245810","authorId":"3582629808245810","name":"VVTZ","avatar":"https://static.tigerbbs.com/2a29e08a133febe21814a6f15264733d","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582629808245810","authorIdStr":"3582629808245810"},"themes":[],"title":"","htmlText":"[Sad]&nbsp;","listText":"[Sad]&nbsp;","text":"[Sad]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/831315580","repostId":"1193971492","repostType":4,"isVote":1,"tweetType":1,"viewCount":2636,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":839941264,"gmtCreate":1629119724258,"gmtModify":1631889152544,"author":{"id":"3582629808245810","authorId":"3582629808245810","name":"VVTZ","avatar":"https://static.tigerbbs.com/2a29e08a133febe21814a6f15264733d","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582629808245810","authorIdStr":"3582629808245810"},"themes":[],"title":"","htmlText":"[Miser]&nbsp;","listText":"[Miser]&nbsp;","text":"[Miser]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/839941264","repostId":"1105856708","repostType":4,"isVote":1,"tweetType":1,"viewCount":1961,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":894303674,"gmtCreate":1628788571198,"gmtModify":1631889152548,"author":{"id":"3582629808245810","authorId":"3582629808245810","name":"VVTZ","avatar":"https://static.tigerbbs.com/2a29e08a133febe21814a6f15264733d","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582629808245810","authorIdStr":"3582629808245810"},"themes":[],"title":"","htmlText":"Go Disney!","listText":"Go Disney!","text":"Go Disney!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/894303674","repostId":"1117889970","repostType":4,"repost":{"id":"1117889970","kind":"news","pubTimestamp":1628780671,"share":"https://www.laohunote.com/m/news/1117889970?lang=zh_CN&edition=full","pubTime":"2021-08-12 23:04","market":"us","language":"en","title":"Disney earnings preview: Growth in Disney+, parks in focus amid reopenings<blockquote>迪士尼盈利预览：Disney+ 增长，公园重新开放成为焦点</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1117889970","media":"finance.yahoo","summary":"Disney (DIS) is set to report fiscal third-quarter results Thursday after market close, with investo","content":"<p>Disney (DIS) is set to report fiscal third-quarter results Thursday after market close, with investors set to closely monitor growth trends in both the entertainment conglomerate's streaming and parks businesses as consumers resumed going out.</p><p><blockquote>迪士尼 (DIS) 将于周四收盘后公布第三财季业绩，随着消费者恢复外出，投资者将密切关注这家娱乐集团的流媒体和公园业务的增长趋势。</blockquote></p><p> Here are the main results expected from Disney's report compared to consensus data, compiled by Bloomberg:</p><p><blockquote>以下是迪士尼报告与彭博社汇编的共识数据相比的主要预期结果：</blockquote></p><p> <ul>  <li><b>Revenue:</b>$16.80 billion expected vs. $11.78 billion Y/Y</p><p><blockquote><ul><li><b>收入：</b>预计为 168.0 亿美元，而同比为 117.8 亿美元</li></ul></blockquote></p><p></li>  <li><b>Adjusted earnings per share:</b>55 cents expected vs. 8 cents Y/Y</p><p><blockquote><li><b>调整后每股盈利：</b>预期 55 美分，同比 8 美分</li></blockquote></p><p></li> </ul> Disney is expected to return to revenue growth for the first time in five quarters, with visitations at the company's global parks and resorts picking up as vaccinations took place and consumer mobility picked up. By the end of the third quarter, all of Disney's global theme parks had reopened, including Disneyland Paris and Disneyland in California, which had still been closed earlier this year.</p><p><blockquote>迪士尼预计将在五个季度以来首次恢复收入增长，随着疫苗接种和消费者流动性的增强，该公司全球公园和度假村的游客数量有所增加。截至三季度末，迪士尼全球所有主题公园均已重新开放，包括今年早些时候仍处于关闭状态的巴黎迪士尼乐园和加州迪士尼乐园。</blockquote></p><p> Though foot traffic at the parks has been below pre-pandemic levels, the reopenings have enabled the profit engine of Disney's overall business to resume operations more robustly. Disney's parks, experiences, and consumer products business segment is expected to swing to an operating profit of just over $41 million during the quarter, recovering after posting a loss in the same period last year.</p><p><blockquote>尽管公园的客流量低于大流行前的水平，但重新开放使迪士尼整体业务的利润引擎能够更强劲地恢复运营。迪士尼的乐园、体验和消费品业务部门预计本季度营业利润将略高于 4100 万美元，在去年同期出现亏损后有所复苏。</blockquote></p><p> Costs related to addressing pandemic-related health concerns are still expected to be high for Disney, however. Last quarter, Disney said it expected to spend around $1 billion on safety measures for employees, talent and guests in fiscal 2021.</p><p><blockquote>然而，对于迪士尼来说，解决与疫情相关的健康问题的相关成本预计仍然很高。上个季度，迪士尼表示，预计 2021 财年将花费约 10 亿美元用于员工、人才和游客的安全措施。</blockquote></p><p> But for investors, the company's nearly two-year-old streaming business Disney+ is crucial and will be under the spotlight during Disney's earnings release and call on Thursday. Over the course of the pandemic, growth at Disney's streaming platform Disney+ helped placate investors as the company's lucrative parks and resorts saw business dry up.</p><p><blockquote>但对于投资者来说，该公司成立近两年的流媒体业务 Disney+ 至关重要，并将在周四迪士尼财报发布和看涨期权期间成为焦点。在疫情期间，迪士尼流媒体平台 Disney+ 的增长有助于安抚投资者，因为该公司利润丰厚的公园和度假村业务枯竭。</blockquote></p><p> But as more consumers got vaccinated and went back outdoors, growth at Disney+ began to slow. In May, Disney+ posted its weakest quarter for user growth since its debut, with new subscribers rising by 8.7 million. Still, company has grown notably since launching in late 2019, with subscribers breaking above the 100 million mark in less than two years.</p><p><blockquote>但随着越来越多的消费者接种疫苗并重返户外，Disney+的增长开始放缓。5 月份，Disney+ 公布了自推出以来用户增长最弱的季度，新用户增加了 870 万。尽管如此，自 2019 年底推出以来，该公司仍取得了显着增长，在不到两年的时间里，订户突破了 1 亿大关。</blockquote></p><p> The slowdown in streaming has not been limited to Disney. Netflix, the incumbent leader among U.S.-based internet streaming platforms, added just 1.5 million new members in the second quarter of this year. That fell sharply from the more than 10 million paid users added in the same quarter last year, when consumers turned in droves to find entertainment during the height of stay-in-place orders.</p><p><blockquote>流媒体放缓并不局限于迪士尼。Netflix 是美国互联网流媒体平台的现任领导者，今年第二季度仅新增了 150 万会员。这一数字与去年同期新增的 1000 多万付费用户相比大幅下降，当时消费者在留宿订单高峰期成群结队地寻找娱乐。</blockquote></p><p> For Disney, Wall Street analysts expect Disney+ to report another 8.2 million users joined in the third quarter, bringing the total number of subscribers to about 112.8 million. That would compare to 209.2 million at Netflix.</p><p><blockquote>对于迪士尼，华尔街分析师预计 Disney+ 第三季度将新增 820 万用户，使用户总数达到约 1.128 亿。相比之下，Netflix 的收入为 2.092 亿。</blockquote></p><p> Disney's broad library of content on Disney+ and its other streaming platforms have been the key to its success to date, and updates on its content portfolio are set to be closely watched. ESPN+ grew subscribers by 75% year-over-year last quarter to 13.8 million, with a stronger lineup of live sports helping boost viewership. And the company also announced two new rights deals during its earnings call last quarter, including an enhanced deal with Major League Baseball until 2028 and a new deal with LaLiga, the men’s professional soccer division of the Spanish soccer league.</p><p><blockquote>迪士尼在Disney+及其其他流媒体平台上的广泛内容库是其迄今为止成功的关键，其内容组合的更新将受到密切关注。ESPN+上季度用户数量同比增长75%，达到1380万，更强大的体育直播阵容有助于提高收视率。该公司还在上一季度的财报看涨期权上宣布了两项新的转播权协议，包括与美国职业棒球大联盟（Major League Baseball）达成的增强型协议，直至 2028 年，以及与西班牙足球联赛（LaLiga）达成的新协议。</blockquote></p><p> In terms of films, Marvel names including \"Loki\" and \"Black Widow\" saw success both in theatrical releases and on Disney+, offering another major positive for Disney's business during the quarter.</p><p><blockquote>在电影方面，包括《洛基》和《黑寡妇》在内的漫威电影在影院上映和迪士尼+上都取得了成功，为迪士尼本季度的业务带来了另一个重大利好。</blockquote></p><p></p>","source":"lsy1612507957220","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>Disney earnings preview: Growth in Disney+, parks in focus amid reopenings<blockquote>迪士尼盈利预览：Disney+ 增长，公园重新开放成为焦点</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\">\nDisney earnings preview: Growth in Disney+, parks in focus amid reopenings<blockquote>迪士尼盈利预览：Disney+ 增长，公园重新开放成为焦点</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">finance.yahoo</strong><span class=\"h-time small\">2021-08-12 23:04</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Disney (DIS) is set to report fiscal third-quarter results Thursday after market close, with investors set to closely monitor growth trends in both the entertainment conglomerate's streaming and parks businesses as consumers resumed going out.</p><p><blockquote>迪士尼 (DIS) 将于周四收盘后公布第三财季业绩，随着消费者恢复外出，投资者将密切关注这家娱乐集团的流媒体和公园业务的增长趋势。</blockquote></p><p> Here are the main results expected from Disney's report compared to consensus data, compiled by Bloomberg:</p><p><blockquote>以下是迪士尼报告与彭博社汇编的共识数据相比的主要预期结果：</blockquote></p><p> <ul>  <li><b>Revenue:</b>$16.80 billion expected vs. $11.78 billion Y/Y</p><p><blockquote><ul><li><b>收入：</b>预计为 168.0 亿美元，而同比为 117.8 亿美元</li></ul></blockquote></p><p></li>  <li><b>Adjusted earnings per share:</b>55 cents expected vs. 8 cents Y/Y</p><p><blockquote><li><b>调整后每股盈利：</b>预期 55 美分，同比 8 美分</li></blockquote></p><p></li> </ul> Disney is expected to return to revenue growth for the first time in five quarters, with visitations at the company's global parks and resorts picking up as vaccinations took place and consumer mobility picked up. By the end of the third quarter, all of Disney's global theme parks had reopened, including Disneyland Paris and Disneyland in California, which had still been closed earlier this year.</p><p><blockquote>迪士尼预计将在五个季度以来首次恢复收入增长，随着疫苗接种和消费者流动性的增强，该公司全球公园和度假村的游客数量有所增加。截至三季度末，迪士尼全球所有主题公园均已重新开放，包括今年早些时候仍处于关闭状态的巴黎迪士尼乐园和加州迪士尼乐园。</blockquote></p><p> Though foot traffic at the parks has been below pre-pandemic levels, the reopenings have enabled the profit engine of Disney's overall business to resume operations more robustly. Disney's parks, experiences, and consumer products business segment is expected to swing to an operating profit of just over $41 million during the quarter, recovering after posting a loss in the same period last year.</p><p><blockquote>尽管公园的客流量低于大流行前的水平，但重新开放使迪士尼整体业务的利润引擎能够更强劲地恢复运营。迪士尼的乐园、体验和消费品业务部门预计本季度营业利润将略高于 4100 万美元，在去年同期出现亏损后有所复苏。</blockquote></p><p> Costs related to addressing pandemic-related health concerns are still expected to be high for Disney, however. Last quarter, Disney said it expected to spend around $1 billion on safety measures for employees, talent and guests in fiscal 2021.</p><p><blockquote>然而，对于迪士尼来说，解决与疫情相关的健康问题的相关成本预计仍然很高。上个季度，迪士尼表示，预计 2021 财年将花费约 10 亿美元用于员工、人才和游客的安全措施。</blockquote></p><p> But for investors, the company's nearly two-year-old streaming business Disney+ is crucial and will be under the spotlight during Disney's earnings release and call on Thursday. Over the course of the pandemic, growth at Disney's streaming platform Disney+ helped placate investors as the company's lucrative parks and resorts saw business dry up.</p><p><blockquote>但对于投资者来说，该公司成立近两年的流媒体业务 Disney+ 至关重要，并将在周四迪士尼财报发布和看涨期权期间成为焦点。在疫情期间，迪士尼流媒体平台 Disney+ 的增长有助于安抚投资者，因为该公司利润丰厚的公园和度假村业务枯竭。</blockquote></p><p> But as more consumers got vaccinated and went back outdoors, growth at Disney+ began to slow. In May, Disney+ posted its weakest quarter for user growth since its debut, with new subscribers rising by 8.7 million. Still, company has grown notably since launching in late 2019, with subscribers breaking above the 100 million mark in less than two years.</p><p><blockquote>但随着越来越多的消费者接种疫苗并重返户外，Disney+的增长开始放缓。5 月份，Disney+ 公布了自推出以来用户增长最弱的季度，新用户增加了 870 万。尽管如此，自 2019 年底推出以来，该公司仍取得了显着增长，在不到两年的时间里，订户突破了 1 亿大关。</blockquote></p><p> The slowdown in streaming has not been limited to Disney. Netflix, the incumbent leader among U.S.-based internet streaming platforms, added just 1.5 million new members in the second quarter of this year. That fell sharply from the more than 10 million paid users added in the same quarter last year, when consumers turned in droves to find entertainment during the height of stay-in-place orders.</p><p><blockquote>流媒体放缓并不局限于迪士尼。Netflix 是美国互联网流媒体平台的现任领导者，今年第二季度仅新增了 150 万会员。这一数字与去年同期新增的 1000 多万付费用户相比大幅下降，当时消费者在留宿订单高峰期成群结队地寻找娱乐。</blockquote></p><p> For Disney, Wall Street analysts expect Disney+ to report another 8.2 million users joined in the third quarter, bringing the total number of subscribers to about 112.8 million. That would compare to 209.2 million at Netflix.</p><p><blockquote>对于迪士尼，华尔街分析师预计 Disney+ 第三季度将新增 820 万用户，使用户总数达到约 1.128 亿。相比之下，Netflix 的收入为 2.092 亿。</blockquote></p><p> Disney's broad library of content on Disney+ and its other streaming platforms have been the key to its success to date, and updates on its content portfolio are set to be closely watched. ESPN+ grew subscribers by 75% year-over-year last quarter to 13.8 million, with a stronger lineup of live sports helping boost viewership. And the company also announced two new rights deals during its earnings call last quarter, including an enhanced deal with Major League Baseball until 2028 and a new deal with LaLiga, the men’s professional soccer division of the Spanish soccer league.</p><p><blockquote>迪士尼在Disney+及其其他流媒体平台上的广泛内容库是其迄今为止成功的关键，其内容组合的更新将受到密切关注。ESPN+上季度用户数量同比增长75%，达到1380万，更强大的体育直播阵容有助于提高收视率。该公司还在上一季度的财报看涨期权上宣布了两项新的转播权协议，包括与美国职业棒球大联盟（Major League Baseball）达成的增强型协议，直至 2028 年，以及与西班牙足球联赛（LaLiga）达成的新协议。</blockquote></p><p> In terms of films, Marvel names including \"Loki\" and \"Black Widow\" saw success both in theatrical releases and on Disney+, offering another major positive for Disney's business during the quarter.</p><p><blockquote>在电影方面，包括《洛基》和《黑寡妇》在内的漫威电影在影院上映和迪士尼+上都取得了成功，为迪士尼本季度的业务带来了另一个重大利好。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://finance.yahoo.com/news/disney-earnings-q3-2021-145909103.html\">finance.yahoo</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":{"DIS":"迪士尼"},"source_url":"https://finance.yahoo.com/news/disney-earnings-q3-2021-145909103.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1117889970","content_text":"Disney (DIS) is set to report fiscal third-quarter results Thursday after market close, with investors set to closely monitor growth trends in both the entertainment conglomerate's streaming and parks businesses as consumers resumed going out.\nHere are the main results expected from Disney's report compared to consensus data, compiled by Bloomberg:\n\nRevenue:$16.80 billion expected vs. $11.78 billion Y/Y\nAdjusted earnings per share:55 cents expected vs. 8 cents Y/Y\n\nDisney is expected to return to revenue growth for the first time in five quarters, with visitations at the company's global parks and resorts picking up as vaccinations took place and consumer mobility picked up. By the end of the third quarter, all of Disney's global theme parks had reopened, including Disneyland Paris and Disneyland in California, which had still been closed earlier this year.\nThough foot traffic at the parks has been below pre-pandemic levels, the reopenings have enabled the profit engine of Disney's overall business to resume operations more robustly. Disney's parks, experiences, and consumer products business segment is expected to swing to an operating profit of just over $41 million during the quarter, recovering after posting a loss in the same period last year.\nCosts related to addressing pandemic-related health concerns are still expected to be high for Disney, however. Last quarter, Disney said it expected to spend around $1 billion on safety measures for employees, talent and guests in fiscal 2021.\nBut for investors, the company's nearly two-year-old streaming business Disney+ is crucial and will be under the spotlight during Disney's earnings release and call on Thursday. Over the course of the pandemic, growth at Disney's streaming platform Disney+ helped placate investors as the company's lucrative parks and resorts saw business dry up.\nBut as more consumers got vaccinated and went back outdoors, growth at Disney+ began to slow. In May, Disney+ posted its weakest quarter for user growth since its debut, with new subscribers rising by 8.7 million. Still, company has grown notably since launching in late 2019, with subscribers breaking above the 100 million mark in less than two years.\nThe slowdown in streaming has not been limited to Disney. Netflix, the incumbent leader among U.S.-based internet streaming platforms, added just 1.5 million new members in the second quarter of this year. That fell sharply from the more than 10 million paid users added in the same quarter last year, when consumers turned in droves to find entertainment during the height of stay-in-place orders.\nFor Disney, Wall Street analysts expect Disney+ to report another 8.2 million users joined in the third quarter, bringing the total number of subscribers to about 112.8 million. That would compare to 209.2 million at Netflix.\nDisney's broad library of content on Disney+ and its other streaming platforms have been the key to its success to date, and updates on its content portfolio are set to be closely watched. ESPN+ grew subscribers by 75% year-over-year last quarter to 13.8 million, with a stronger lineup of live sports helping boost viewership. And the company also announced two new rights deals during its earnings call last quarter, including an enhanced deal with Major League Baseball until 2028 and a new deal with LaLiga, the men’s professional soccer division of the Spanish soccer league.\nIn terms of films, Marvel names including \"Loki\" and \"Black Widow\" saw success both in theatrical releases and on Disney+, offering another major positive for Disney's business during the quarter.","news_type":1,"symbols_score_info":{"DIS":0.9}},"isVote":1,"tweetType":1,"viewCount":1979,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":893259783,"gmtCreate":1628266514642,"gmtModify":1631889152553,"author":{"id":"3582629808245810","authorId":"3582629808245810","name":"VVTZ","avatar":"https://static.tigerbbs.com/2a29e08a133febe21814a6f15264733d","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582629808245810","authorIdStr":"3582629808245810"},"themes":[],"title":"","htmlText":"Crowdstrike!","listText":"Crowdstrike!","text":"Crowdstrike!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/893259783","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":{"DKNG":"DraftKings Inc.","COIN":"Coinbase Global, Inc.","SHOP":"Shopify Inc","Z":"Zillow","ROKU":"Roku Inc","SNAP":"Snap Inc","TDOC":"Teladoc Health Inc.","VCYT":"Veracyte Inc","MELI":"MercadoLibre","PDD":"拼多多","OKTA":"Okta Inc.","PINS":"Pinterest, Inc.","SE":"Sea Ltd","CRWD":"CrowdStrike Holdings, Inc.","KC":"金山云","ZG":"Zillow Class A","TSLA":"特斯拉","ADYEY":"Adyen N.V."},"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":{"LC":0.9,"SE":0.9,"CRWD":0.9,"OKTA":0.9,"TSLA":0.9,"TDOC":0.9,"VCYT":0.9,"DKNG":0.9,"SHOP":0.9,"ADYEY":0.9,"SNAP":0.9,"COIN":0.9,"PINS":0.9,"Z":0.9,"MELI":0.9,"KC":0.9,"PDD":0.9,"ROKU":0.9,"ZG":0.9,"SKLZ":0.9,"SQ":0.9}},"isVote":1,"tweetType":1,"viewCount":2158,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":899887413,"gmtCreate":1628173835032,"gmtModify":1631889152555,"author":{"id":"3582629808245810","authorId":"3582629808245810","name":"VVTZ","avatar":"https://static.tigerbbs.com/2a29e08a133febe21814a6f15264733d","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582629808245810","authorIdStr":"3582629808245810"},"themes":[],"title":"","htmlText":"AMD is a good stock!","listText":"AMD is a good stock!","text":"AMD is a good stock!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":12,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/899887413","repostId":"2157431025","repostType":4,"isVote":1,"tweetType":1,"viewCount":2243,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"posts","isTTM":false}