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Nicholas08
Nicholas08
·
2021-07-19
Not good news
Oil falls more than 1% after OPEC+ agrees to boost supply<blockquote>OPEC+同意增加供应后油价下跌逾1%</blockquote>
TOKYO (Reuters) - Oil prices fell more than 1% on Monday, hit by an agreement over the weekend withi
Oil falls more than 1% after OPEC+ agrees to boost supply<blockquote>OPEC+同意增加供应后油价下跌逾1%</blockquote>
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Nicholas08
Nicholas08
·
2021-07-18
Cool
非常抱歉,此主贴已删除
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Nicholas08
Nicholas08
·
2021-06-29
Wow.
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Nicholas08
Nicholas08
·
2021-06-27
Wow 👍
Microsoft Rides Its Cloud Business to a $2 Trillion Market Cap. It’s Not Done Yet.<blockquote>微软的云业务市值达到2万亿美元。还没做完呢。</blockquote>
Microsoft is now the second company to boast a $2 trillion market capitalization, following Apple,wh
Microsoft Rides Its Cloud Business to a $2 Trillion Market Cap. It’s Not Done Yet.<blockquote>微软的云业务市值达到2万亿美元。还没做完呢。</blockquote>
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Nicholas08
Nicholas08
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2021-06-27
Wow👍
非常抱歉,此主贴已删除
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Nicholas08
Nicholas08
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2021-06-27
Wow👍
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good news ","listText":"Not good news ","text":"Not good news","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/173667813","repostId":"1141120788","repostType":4,"repost":{"id":"1141120788","kind":"news","pubTimestamp":1626656914,"share":"https://www.laohu8.com/m/news/1141120788?lang=zh_CN&edition=full","pubTime":"2021-07-19 09:08","market":"us","language":"en","title":"Oil falls more than 1% after OPEC+ agrees to boost supply<blockquote>OPEC+同意增加供应后油价下跌逾1%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1141120788","media":"Reuters","summary":"TOKYO (Reuters) - Oil prices fell more than 1% on Monday, hit by an agreement over the weekend withi","content":"<p>TOKYO (Reuters) - Oil prices fell more than 1% on Monday, hit by an agreement over the weekend within the OPEC+ group of producers to boost output after an earlier pact fell apart due to objections from the United Arab Emirates (UAE).</p><p><blockquote>东京(路透社)-油价周一下跌超过1%,受欧佩克+产油国集团周末达成的增产协议打击,此前一项协议因阿拉伯联合酋长国(UAE)的反对而破裂。</blockquote></p><p> Brent crude was down $1, or 1.4%, at $72.59 a barrel by 0037 GMT, after falling nearly 3% last week. 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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\">\nOil falls more than 1% after OPEC+ agrees to boost supply<blockquote>OPEC+同意增加供应后油价下跌逾1%</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Reuters</strong><span class=\"h-time small\">2021-07-19 09:08</span>\n</p>\n</h4>\n</header>\n<article>\n<p>TOKYO (Reuters) - Oil prices fell more than 1% on Monday, hit by an agreement over the weekend within the OPEC+ group of producers to boost output after an earlier pact fell apart due to objections from the United Arab Emirates (UAE).</p><p><blockquote>东京(路透社)-油价周一下跌超过1%,受欧佩克+产油国集团周末达成的增产协议打击,此前一项协议因阿拉伯联合酋长国(UAE)的反对而破裂。</blockquote></p><p> Brent crude was down $1, or 1.4%, at $72.59 a barrel by 0037 GMT, after falling nearly 3% last week. U.S. oil was down 94 cents, or 1.3%, at $70.87 a barrel, having declined almost 4% last week.</p><p><blockquote>截至格林威治标准时间0037,布伦特原油下跌1美元,或1.4%,至每桶72.59美元,上周下跌近3%。美国油价下跌94美分,或1.3%,至每桶70.87美元,上周下跌近4%。</blockquote></p><p> OPEC+ ministers agreed on Sunday to increase oil supply from August to dampen prices that earlier this month climbed to the highest in around two and a half years as the global economy recovers from the COVID-19 pandemic.</p><p><blockquote>OPEC+部长们周日同意从8月份开始增加石油供应,以抑制油价,随着全球经济从COVID-19大流行中复苏,本月早些时候攀升至约两年半以来的最高水平。</blockquote></p><p> The group, which includes members of the Organization of the Petroleum Exporting Countries (OPEC) and allies like Russia, together known as OPEC+, agreed new production shares from May 2022.</p><p><blockquote>该组织包括石油输出国组织(OPEC)成员和俄罗斯等盟友(统称为OPEC+),同意从2022年5月起增加新的产量份额。</blockquote></p><p> \"This agreement should give market participants comfort that the group is not headed for a messy breakup and will not be opening up the production floodgates anytime soon,\" RBC Capital Markets said in a note.</p><p><blockquote>加拿大皇家银行资本市场在一份报告中表示:“这项协议应该会让市场参与者放心,该集团不会走向混乱的分拆,也不会很快打开生产闸门。”</blockquote></p><p> OPEC+ agreed new production quotas for other members from May 2022, including the UAE, Saudi Arabia, Russia, Kuwait and Iraq.</p><p><blockquote>欧佩克+同意从2022年5月起为其他成员国制定新的产量配额,包括阿联酋、沙特阿拉伯、俄罗斯、科威特和伊拉克。</blockquote></p><p> The group last year cut output by a record 10 million barrels per day (bpd) amid an evaporation in demand the pandemic developed, prompting a collapse in prices with U.S. oil at one point falling in negative territory.</p><p><blockquote>去年,由于疫情导致需求蒸发,该组织将产量削减了创纪录的1000万桶/日,导致价格暴跌,美国油价一度跌至负值。</blockquote></p><p> It has gradually brought back some supply, leaving it with a reduction of around 5.8 million bpd.</p><p><blockquote>它逐渐恢复了一些供应,使其减少了约580万桶/日。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://finance.yahoo.com/news/oil-falls-more-1-opec-010449756.html\">Reuters</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":{"XOM":"埃克森美孚"},"source_url":"https://finance.yahoo.com/news/oil-falls-more-1-opec-010449756.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1141120788","content_text":"TOKYO (Reuters) - Oil prices fell more than 1% on Monday, hit by an agreement over the weekend within the OPEC+ group of producers to boost output after an earlier pact fell apart due to objections from the United Arab Emirates (UAE).\nBrent crude was down $1, or 1.4%, at $72.59 a barrel by 0037 GMT, after falling nearly 3% last week. U.S. oil was down 94 cents, or 1.3%, at $70.87 a barrel, having declined almost 4% last week.\nOPEC+ ministers agreed on Sunday to increase oil supply from August to dampen prices that earlier this month climbed to the highest in around two and a half years as the global economy recovers from the COVID-19 pandemic.\nThe group, which includes members of the Organization of the Petroleum Exporting Countries (OPEC) and allies like Russia, together known as OPEC+, agreed new production shares from May 2022.\n\"This agreement should give market participants comfort that the group is not headed for a messy breakup and will not be opening up the production floodgates anytime soon,\" RBC Capital Markets said in a note.\nOPEC+ agreed new production quotas for other members from May 2022, including the UAE, Saudi Arabia, Russia, Kuwait and Iraq.\nThe group last year cut output by a record 10 million barrels per day (bpd) amid an evaporation in demand the pandemic developed, prompting a collapse in prices with U.S. oil at one point falling in negative territory.\nIt has gradually brought back some supply, leaving it with a reduction of around 5.8 million bpd.","news_type":1,"symbols_score_info":{"XOM":0.9,"CLmain":0.9}},"isVote":1,"tweetType":1,"viewCount":1280,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":173391384,"gmtCreate":1626612431848,"gmtModify":1633925500653,"author":{"id":"3583021240845632","authorId":"3583021240845632","name":"Nicholas08","avatar":"https://static.tigerbbs.com/3afc0304d7dbae6afb28b08045f653a1","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3583021240845632","idStr":"3583021240845632"},"themes":[],"title":"","htmlText":"Cool","listText":"Cool","text":"Cool","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/173391384","repostId":"1156209584","repostType":4,"isVote":1,"tweetType":1,"viewCount":2235,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":159211564,"gmtCreate":1624969676758,"gmtModify":1633946421919,"author":{"id":"3583021240845632","authorId":"3583021240845632","name":"Nicholas08","avatar":"https://static.tigerbbs.com/3afc0304d7dbae6afb28b08045f653a1","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3583021240845632","idStr":"3583021240845632"},"themes":[],"title":"","htmlText":"Wow.","listText":"Wow.","text":"Wow.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/159211564","repostId":"1170533728","repostType":4,"isVote":1,"tweetType":1,"viewCount":1513,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":124715190,"gmtCreate":1624791718010,"gmtModify":1633948586112,"author":{"id":"3583021240845632","authorId":"3583021240845632","name":"Nicholas08","avatar":"https://static.tigerbbs.com/3afc0304d7dbae6afb28b08045f653a1","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3583021240845632","idStr":"3583021240845632"},"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/124715190","repostId":"1104974895","repostType":4,"repost":{"id":"1104974895","kind":"news","pubTimestamp":1624764940,"share":"https://www.laohu8.com/m/news/1104974895?lang=zh_CN&edition=full","pubTime":"2021-06-27 11:35","market":"us","language":"en","title":"Microsoft Rides Its Cloud Business to a $2 Trillion Market Cap. It’s Not Done Yet.<blockquote>微软的云业务市值达到2万亿美元。还没做完呢。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1104974895","media":"Barrons","summary":"Microsoft is now the second company to boast a $2 trillion market capitalization, following Apple,wh","content":"<p>Microsoft is now the second company to boast a $2 trillion market capitalization, following Apple,which breached that level last August. And Microsoft may go higher yet.</p><p><blockquote>微软现在是继去年8月突破这一水平的苹果之后第二家市值达到2万亿美元的公司。微软可能会走得更高。</blockquote></p><p> Wedbush analyst Daniel Ives this past week reiterated his Outperform rating on the software giant, lifting his price target on the shares to $325 from $310. That represents a potential gain of more than 20%, which would take the company’s market value to $2.4 trillion. His enthusiasm for the stock is driven by Microsoft’s cloud business, Azure.</p><p><blockquote>Wedbush分析师丹尼尔·艾夫斯(Daniel Ives)上周重申了对这家软件巨头的跑赢大盘评级,将该股目标价从310美元上调至325美元。这意味着潜在涨幅超过20%,这将使该公司的市值达到2.4万亿美元。他对该股的热情是由微软的云业务Azure推动的。</blockquote></p><p> On Wednesday, Microsoft shares inched up 0.1% to $265.79, a new high, boosting its market cap to $2.004 trillion. (Apple is at roughly $2.2 trillion.) Ives notes that June channel checks find improving demand for Azure. “The Azure cloud growth story is hitting its next gear of growth,” he writes. “We are seeing deal sizes continue to increase markedly as enterprisewide digital transformation shifts are accelerating with CIOs all focused on readying their respective enterprises for a cloud-driven architecture.”</p><p><blockquote>周三,微软股价小幅上涨0.1%,至265.79美元,创下新高,市值增至2.004万亿美元。(苹果的市值约为2.2万亿美元。)Ives指出,6月份的渠道检查发现对Azure的需求有所改善。“Azure云的增长故事正在进入下一个增长阶段,”他写道。“随着企业范围内数字化转型的加速,我们看到交易规模继续显着增加,首席信息官都专注于让各自的企业为云驱动架构做好准备。”</blockquote></p><p> Wall Street concerns that cloud growth will moderate coming out of the pandemic run counter to the deal activity Microsoft is seeing, Ives writes, noting that June-quarter results appear to be “robust.” He thinks Microsoft is still only about 35% into the conversion of its installed application base into the cloud.</p><p><blockquote>Ives写道,华尔街担心云增长将因疫情而放缓,这与微软看到的交易活动背道而驰,并指出6月份季度的业绩似乎“强劲”。他认为微软在将其已安装的应用程序基础向云的转换方面仍仅完成了约35%。</blockquote></p><p> Ives sees continuing global “digital transformation” as a $1 trillion opportunity, and says Microsoft will disproportionately benefit. “Microsoft remains our favorite large-cap cloud play and we believe the stock will start to move higher over the coming quarters...,” he writes. “The growth story at Microsoft is not slowing down.”</p><p><blockquote>Ives认为持续的全球“数字化转型”是一个1万亿美元的机会,并表示微软将不成比例地受益。“微软仍然是我们最喜欢的大盘云股票,我们相信该股将在未来几个季度开始走高……”他写道。“微软的增长故事并没有放缓。”</blockquote></p><p> <img src=\"https://static.tigerbbs.com/19e4bb0961389beaa2711931e02dc060\" tg-width=\"970\" tg-height=\"672\"><img src=\"https://static.tigerbbs.com/1a62e0638b1f4f9c28301e4d93721571\" tg-width=\"981\" tg-height=\"684\"></p><p><blockquote></blockquote></p><p></p>","source":"lsy1601382232898","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>Microsoft Rides Its Cloud Business to a $2 Trillion Market Cap. It’s Not Done Yet.<blockquote>微软的云业务市值达到2万亿美元。还没做完呢。</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\">\nMicrosoft Rides Its Cloud Business to a $2 Trillion Market Cap. It’s Not Done Yet.<blockquote>微软的云业务市值达到2万亿美元。还没做完呢。</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-06-27 11:35</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Microsoft is now the second company to boast a $2 trillion market capitalization, following Apple,which breached that level last August. And Microsoft may go higher yet.</p><p><blockquote>微软现在是继去年8月突破这一水平的苹果之后第二家市值达到2万亿美元的公司。微软可能会走得更高。</blockquote></p><p> Wedbush analyst Daniel Ives this past week reiterated his Outperform rating on the software giant, lifting his price target on the shares to $325 from $310. That represents a potential gain of more than 20%, which would take the company’s market value to $2.4 trillion. His enthusiasm for the stock is driven by Microsoft’s cloud business, Azure.</p><p><blockquote>Wedbush分析师丹尼尔·艾夫斯(Daniel Ives)上周重申了对这家软件巨头的跑赢大盘评级,将该股目标价从310美元上调至325美元。这意味着潜在涨幅超过20%,这将使该公司的市值达到2.4万亿美元。他对该股的热情是由微软的云业务Azure推动的。</blockquote></p><p> On Wednesday, Microsoft shares inched up 0.1% to $265.79, a new high, boosting its market cap to $2.004 trillion. (Apple is at roughly $2.2 trillion.) Ives notes that June channel checks find improving demand for Azure. “The Azure cloud growth story is hitting its next gear of growth,” he writes. “We are seeing deal sizes continue to increase markedly as enterprisewide digital transformation shifts are accelerating with CIOs all focused on readying their respective enterprises for a cloud-driven architecture.”</p><p><blockquote>周三,微软股价小幅上涨0.1%,至265.79美元,创下新高,市值增至2.004万亿美元。(苹果的市值约为2.2万亿美元。)Ives指出,6月份的渠道检查发现对Azure的需求有所改善。“Azure云的增长故事正在进入下一个增长阶段,”他写道。“随着企业范围内数字化转型的加速,我们看到交易规模继续显着增加,首席信息官都专注于让各自的企业为云驱动架构做好准备。”</blockquote></p><p> Wall Street concerns that cloud growth will moderate coming out of the pandemic run counter to the deal activity Microsoft is seeing, Ives writes, noting that June-quarter results appear to be “robust.” He thinks Microsoft is still only about 35% into the conversion of its installed application base into the cloud.</p><p><blockquote>Ives写道,华尔街担心云增长将因疫情而放缓,这与微软看到的交易活动背道而驰,并指出6月份季度的业绩似乎“强劲”。他认为微软在将其已安装的应用程序基础向云的转换方面仍仅完成了约35%。</blockquote></p><p> Ives sees continuing global “digital transformation” as a $1 trillion opportunity, and says Microsoft will disproportionately benefit. “Microsoft remains our favorite large-cap cloud play and we believe the stock will start to move higher over the coming quarters...,” he writes. “The growth story at Microsoft is not slowing down.”</p><p><blockquote>Ives认为持续的全球“数字化转型”是一个1万亿美元的机会,并表示微软将不成比例地受益。“微软仍然是我们最喜欢的大盘云股票,我们相信该股将在未来几个季度开始走高……”他写道。“微软的增长故事并没有放缓。”</blockquote></p><p> <img src=\"https://static.tigerbbs.com/19e4bb0961389beaa2711931e02dc060\" tg-width=\"970\" tg-height=\"672\"><img src=\"https://static.tigerbbs.com/1a62e0638b1f4f9c28301e4d93721571\" tg-width=\"981\" tg-height=\"684\"></p><p><blockquote></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.barrons.com/articles/microsoft-market-cap-51624670572?mod=RTA\">Barrons</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":{"MSFT":"微软"},"source_url":"https://www.barrons.com/articles/microsoft-market-cap-51624670572?mod=RTA","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1104974895","content_text":"Microsoft is now the second company to boast a $2 trillion market capitalization, following Apple,which breached that level last August. And Microsoft may go higher yet.\nWedbush analyst Daniel Ives this past week reiterated his Outperform rating on the software giant, lifting his price target on the shares to $325 from $310. That represents a potential gain of more than 20%, which would take the company’s market value to $2.4 trillion. His enthusiasm for the stock is driven by Microsoft’s cloud business, Azure.\nOn Wednesday, Microsoft shares inched up 0.1% to $265.79, a new high, boosting its market cap to $2.004 trillion. (Apple is at roughly $2.2 trillion.) Ives notes that June channel checks find improving demand for Azure. “The Azure cloud growth story is hitting its next gear of growth,” he writes. “We are seeing deal sizes continue to increase markedly as enterprisewide digital transformation shifts are accelerating with CIOs all focused on readying their respective enterprises for a cloud-driven architecture.”\nWall Street concerns that cloud growth will moderate coming out of the pandemic run counter to the deal activity Microsoft is seeing, Ives writes, noting that June-quarter results appear to be “robust.” He thinks Microsoft is still only about 35% into the conversion of its installed application base into the cloud.\nIves sees continuing global “digital transformation” as a $1 trillion opportunity, and says Microsoft will disproportionately benefit. “Microsoft remains our favorite large-cap cloud play and we believe the stock will start to move higher over the coming quarters...,” he writes. “The growth story at Microsoft is not slowing down.”","news_type":1,"symbols_score_info":{"MSFT":0.9}},"isVote":1,"tweetType":1,"viewCount":1241,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":124507229,"gmtCreate":1624770428761,"gmtModify":1633948790396,"author":{"id":"3583021240845632","authorId":"3583021240845632","name":"Nicholas08","avatar":"https://static.tigerbbs.com/3afc0304d7dbae6afb28b08045f653a1","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3583021240845632","idStr":"3583021240845632"},"themes":[],"title":"","htmlText":"Wow👍 ","listText":"Wow👍 ","text":"Wow👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/124507229","repostId":"1172710941","repostType":4,"isVote":1,"tweetType":1,"viewCount":1770,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":124505178,"gmtCreate":1624770337794,"gmtModify":1633948792551,"author":{"id":"3583021240845632","authorId":"3583021240845632","name":"Nicholas08","avatar":"https://static.tigerbbs.com/3afc0304d7dbae6afb28b08045f653a1","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3583021240845632","idStr":"3583021240845632"},"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/124505178","repostId":"2146090006","repostType":4,"isVote":1,"tweetType":1,"viewCount":1677,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"posts","isTTM":false}