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2021-10-28
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Microsoft stock set to hit $400 as it becomes ‘cloud behemoth,’ analyst says<blockquote>分析师称，随着微软成为 “云巨头 ”，其股价将触及 400 美元</blockquote>
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ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":47,"repostSize":0,"link":"https://laohu8.com/post/855661843","repostId":"1148473544","repostType":4,"repost":{"id":"1148473544","kind":"news","pubTimestamp":1635345184,"share":"https://www.laohu8.com/m/news/1148473544?lang=zh_CN&edition=full","pubTime":"2021-10-27 22:33","market":"us","language":"en","title":"Microsoft stock set to hit $400 as it becomes ‘cloud behemoth,’ analyst says<blockquote>分析师称，随着微软成为 “云巨头 ”，其股价将触及 400 美元</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1148473544","media":"finance.yahoo","summary":"Microsoft reported its fiscal Q1 2022 earnings on Tuesday, smashing Wall Street’s expectations, as cloud revenue jumped 36% year-over-year. And according to at least one analyst, that could light a fire under the company’s stock.“I think this is just more fuel in the engine to drive this stock higher,” Wedbush analyst Dan Ives told Yahoo Finance Live. “It just shows [Microsoft CEO Satya Nadella] in this cloud arms race is continuing to gain share.”According to Ives, Microsoft, which has seen it","content":"<p>Microsoft (MSFT) reported its fiscal Q1 2022 earnings on Tuesday, smashing Wall Street’s expectations, as cloud revenue jumped 36% year-over-year. And according to at least one analyst, that could light a fire under the company’s stock.</p><p><blockquote>微软（MSFT）周二公布了2022财年第一季度财报，云收入同比增长36%，超出了华尔街的预期。至少有一位分析师认为，这可能会点燃该公司股价的火焰。</blockquote></p><p> “I think this is just more fuel in the engine to drive this stock higher,” Wedbush analyst Dan Ives told Yahoo Finance Live. “It just shows [Microsoft CEO Satya Nadella] in this cloud arms race is continuing to gain share.”</p><p><blockquote>“Wedbush 分析师丹-艾夫斯（Dan Ives）告诉雅虎财经直播：”我认为这只是推动该股走高的引擎中的更多燃料。“这表明（微软首席执行官萨蒂亚-纳德拉）在这场云军备竞赛中继续获得份额。”</blockquote></p><p> According to Ives, Microsoft, which has seen its stock jump 39% year-to-date to $310.11 a share as of Tuesday, is set to cross the $400 threshold. The stock was up just over 3% on Wednesday morning, trading at roughly $319 a share.</p><p><blockquote>艾夫斯表示，截至周二，微软股价今年迄今已上涨 39%，至每股 310.11 美元，预计将突破 400 美元大关。周三上午，该股上涨略高于 3%，交易价格约为每股 319 美元。</blockquote></p><p> For the quarter, Microsoft’s cloud services generated $20.7 billion in revenue. The company is second in terms of cloud market share behind Amazon (AMZN), and ahead of Google (GOOG,GOOGL) and IBM (IBM).</p><p><blockquote>本季度，微软的云服务创造了 207 亿美元的收入。就云市场份额而言，该公司仅次于亚马逊（AMZN），领先于谷歌（GOOG，GOOGL）和IBM（IBM）。</blockquote></p><p> The corporate cloud is still in its early days, and spending is expected to continue to increase as more firms ditch their own on-premises servers and rent out cloud computing capabilities. And the increased move to remote work has only added to that. What’s more, Ives doesn’t believe that a return to office work for employees will hurt Microsoft’s cloud business, either.</p><p><blockquote>企业云仍处于早期阶段，随着越来越多的公司放弃自己的内部服务器并出租云计算能力，预计支出将继续增加。越来越多的远程工作只会雪上加霜。更重要的是，艾夫斯也不认为员工回归办公室工作会损害微软的云业务。</blockquote></p><p> “Go back the last six months, the haters will say that this is going to be a decelerating cloud, because of a COVID pull forward, instead it’s the opposite,” Ives said.</p><p><blockquote>“艾夫斯说：”回顾过去六个月，仇恨者会说，由于科维德的推动，这将是一片减速的云，但事实恰恰相反。</blockquote></p><p> Microsoft, of course, isn’t just seeing growth in its cloud business. It’s also continuing to do well in terms of sales of its PC business.</p><p><blockquote>当然，微软看到的不仅仅是云业务的增长。在个人电脑业务的销售方面，该公司也继续表现良好。</blockquote></p><p> The company, which launched itsnew Windows 11 operating system on Oct. 5, has grown its More Personal Computing segment by 15% year-over-year. But the ongoing chip shortage could bite into that going forward as chips for desktops and laptops become scarce and more expensive.</p><p><blockquote>该公司于 10 月 5 日推出了新的 Windows 11 操作系统，其更个人化的计算部门同比增长了 15%。但随着台式机和笔记本电脑的芯片变得稀缺和昂贵，持续的芯片短缺可能会对未来造成影响。</blockquote></p><p> The chip shortage has also stung Microsoft’s gaming business, which falls under the More Personal Computing segment,. The company’s Xbox Series X and Series S consoles are still incredibly hard to come by nearly a year after they hit the market. And third-party sellers are charging nearly double their starting prices of $499 and $299, respectively.</p><p><blockquote>芯片短缺也影响到了微软的游戏业务，该业务属于更个性化的计算领域。该公司的 Xbox X 系列和 S 系列游戏机在上市近一年后仍然难以买到。第三方卖家的起价分别是 499 美元和 299 美元的近两倍。</blockquote></p><p> To Ives, however, that’s simply “noise” next to the larger cloud story at Microsoft.</p><p><blockquote>然而，对艾夫斯来说，这只是微软更大的云故事旁边的 “噪音”。</blockquote></p><p> “This is all about the cloud transformation,” he said. “They’ve turned into a cloud behemoth at Microsoft. This is a $2 trillion market that’s still in the third inning of playing out. On a cloud transformation I think that’s how you get a stock with a four in front of it.”</p><p><blockquote>“他说：”这一切都与云计算转型有关。“他们已经变成了微软的云计算巨头。这是一个价值 2 万亿美元的市场，目前仍处于第三局。在云计算转型中，我认为这就是你如何获得一只前面有 4 个数字的股票。”</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>Microsoft stock set to hit $400 as it becomes ‘cloud behemoth,’ analyst says<blockquote>分析师称，随着微软成为 “云巨头 ”，其股价将触及 400 美元</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 stock set to hit $400 as it becomes ‘cloud behemoth,’ analyst says<blockquote>分析师称，随着微软成为 “云巨头 ”，其股价将触及 400 美元</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\">2021-10-27 22:33</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Microsoft (MSFT) reported its fiscal Q1 2022 earnings on Tuesday, smashing Wall Street’s expectations, as cloud revenue jumped 36% year-over-year. And according to at least one analyst, that could light a fire under the company’s stock.</p><p><blockquote>微软（MSFT）周二公布了2022财年第一季度财报，云收入同比增长36%，超出了华尔街的预期。至少有一位分析师认为，这可能会点燃该公司股价的火焰。</blockquote></p><p> “I think this is just more fuel in the engine to drive this stock higher,” Wedbush analyst Dan Ives told Yahoo Finance Live. “It just shows [Microsoft CEO Satya Nadella] in this cloud arms race is continuing to gain share.”</p><p><blockquote>“Wedbush 分析师丹-艾夫斯（Dan Ives）告诉雅虎财经直播：”我认为这只是推动该股走高的引擎中的更多燃料。“这表明（微软首席执行官萨蒂亚-纳德拉）在这场云军备竞赛中继续获得份额。”</blockquote></p><p> According to Ives, Microsoft, which has seen its stock jump 39% year-to-date to $310.11 a share as of Tuesday, is set to cross the $400 threshold. The stock was up just over 3% on Wednesday morning, trading at roughly $319 a share.</p><p><blockquote>艾夫斯表示，截至周二，微软股价今年迄今已上涨 39%，至每股 310.11 美元，预计将突破 400 美元大关。周三上午，该股上涨略高于 3%，交易价格约为每股 319 美元。</blockquote></p><p> For the quarter, Microsoft’s cloud services generated $20.7 billion in revenue. The company is second in terms of cloud market share behind Amazon (AMZN), and ahead of Google (GOOG,GOOGL) and IBM (IBM).</p><p><blockquote>本季度，微软的云服务创造了 207 亿美元的收入。就云市场份额而言，该公司仅次于亚马逊（AMZN），领先于谷歌（GOOG，GOOGL）和IBM（IBM）。</blockquote></p><p> The corporate cloud is still in its early days, and spending is expected to continue to increase as more firms ditch their own on-premises servers and rent out cloud computing capabilities. And the increased move to remote work has only added to that. What’s more, Ives doesn’t believe that a return to office work for employees will hurt Microsoft’s cloud business, either.</p><p><blockquote>企业云仍处于早期阶段，随着越来越多的公司放弃自己的内部服务器并出租云计算能力，预计支出将继续增加。越来越多的远程工作只会雪上加霜。更重要的是，艾夫斯也不认为员工回归办公室工作会损害微软的云业务。</blockquote></p><p> “Go back the last six months, the haters will say that this is going to be a decelerating cloud, because of a COVID pull forward, instead it’s the opposite,” Ives said.</p><p><blockquote>“艾夫斯说：”回顾过去六个月，仇恨者会说，由于科维德的推动，这将是一片减速的云，但事实恰恰相反。</blockquote></p><p> Microsoft, of course, isn’t just seeing growth in its cloud business. It’s also continuing to do well in terms of sales of its PC business.</p><p><blockquote>当然，微软看到的不仅仅是云业务的增长。在个人电脑业务的销售方面，该公司也继续表现良好。</blockquote></p><p> The company, which launched itsnew Windows 11 operating system on Oct. 5, has grown its More Personal Computing segment by 15% year-over-year. But the ongoing chip shortage could bite into that going forward as chips for desktops and laptops become scarce and more expensive.</p><p><blockquote>该公司于 10 月 5 日推出了新的 Windows 11 操作系统，其更个人化的计算部门同比增长了 15%。但随着台式机和笔记本电脑的芯片变得稀缺和昂贵，持续的芯片短缺可能会对未来造成影响。</blockquote></p><p> The chip shortage has also stung Microsoft’s gaming business, which falls under the More Personal Computing segment,. The company’s Xbox Series X and Series S consoles are still incredibly hard to come by nearly a year after they hit the market. And third-party sellers are charging nearly double their starting prices of $499 and $299, respectively.</p><p><blockquote>芯片短缺也影响到了微软的游戏业务，该业务属于更个性化的计算领域。该公司的 Xbox X 系列和 S 系列游戏机在上市近一年后仍然难以买到。第三方卖家的起价分别是 499 美元和 299 美元的近两倍。</blockquote></p><p> To Ives, however, that’s simply “noise” next to the larger cloud story at Microsoft.</p><p><blockquote>然而，对艾夫斯来说，这只是微软更大的云故事旁边的 “噪音”。</blockquote></p><p> “This is all about the cloud transformation,” he said. “They’ve turned into a cloud behemoth at Microsoft. This is a $2 trillion market that’s still in the third inning of playing out. On a cloud transformation I think that’s how you get a stock with a four in front of it.”</p><p><blockquote>“他说：”这一切都与云计算转型有关。“他们已经变成了微软的云计算巨头。这是一个价值 2 万亿美元的市场，目前仍处于第三局。在云计算转型中，我认为这就是你如何获得一只前面有 4 个数字的股票。”</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://finance.yahoo.com/news/microsoft-stock-set-to-hit-400-as-it-becomes-cloud-behemoth-analyst-says-141608286.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":{"MSFT":"微软"},"source_url":"https://finance.yahoo.com/news/microsoft-stock-set-to-hit-400-as-it-becomes-cloud-behemoth-analyst-says-141608286.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1148473544","content_text":"Microsoft (MSFT) reported its fiscal Q1 2022 earnings on Tuesday, smashing Wall Street’s expectations, as cloud revenue jumped 36% year-over-year. And according to at least one analyst, that could light a fire under the company’s stock.\n“I think this is just more fuel in the engine to drive this stock higher,” Wedbush analyst Dan Ives told Yahoo Finance Live. “It just shows [Microsoft CEO Satya Nadella] in this cloud arms race is continuing to gain share.”\nAccording to Ives, Microsoft, which has seen its stock jump 39% year-to-date to $310.11 a share as of Tuesday, is set to cross the $400 threshold. The stock was up just over 3% on Wednesday morning, trading at roughly $319 a share.\nFor the quarter, Microsoft’s cloud services generated $20.7 billion in revenue. The company is second in terms of cloud market share behind Amazon (AMZN), and ahead of Google (GOOG,GOOGL) and IBM (IBM).\nThe corporate cloud is still in its early days, and spending is expected to continue to increase as more firms ditch their own on-premises servers and rent out cloud computing capabilities. And the increased move to remote work has only added to that. What’s more, Ives doesn’t believe that a return to office work for employees will hurt Microsoft’s cloud business, either.\n“Go back the last six months, the haters will say that this is going to be a decelerating cloud, because of a COVID pull forward, instead it’s the opposite,” Ives said.\nMicrosoft, of course, isn’t just seeing growth in its cloud business. It’s also continuing to do well in terms of sales of its PC business.\nThe company, which launched itsnew Windows 11 operating system on Oct. 5, has grown its More Personal Computing segment by 15% year-over-year. But the ongoing chip shortage could bite into that going forward as chips for desktops and laptops become scarce and more expensive.\nThe chip shortage has also stung Microsoft’s gaming business, which falls under the More Personal Computing segment,. The company’s Xbox Series X and Series S consoles are still incredibly hard to come by nearly a year after they hit the market. And third-party sellers are charging nearly double their starting prices of $499 and $299, respectively.\nTo Ives, however, that’s simply “noise” next to the larger cloud story at Microsoft.\n“This is all about the cloud transformation,” he said. “They’ve turned into a cloud behemoth at Microsoft. This is a $2 trillion market that’s still in the third inning of playing out. On a cloud transformation I think that’s how you get a stock with a four in front of it.”","news_type":1,"symbols_score_info":{"MSFT":0.9}},"isVote":1,"tweetType":1,"viewCount":2991,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":855661843,"gmtCreate":1635373687768,"gmtModify":1635377375795,"author":{"id":"3567918490464140","authorId":"3567918490464140","name":"SPACaddict","avatar":"https://static.tigerbbs.com/1415754ee0406f4f0151a2a251dab31b","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567918490464140","authorIdStr":"3567918490464140"},"themes":[],"title":"","htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":47,"repostSize":0,"link":"https://laohu8.com/post/855661843","repostId":"1148473544","repostType":4,"repost":{"id":"1148473544","kind":"news","pubTimestamp":1635345184,"share":"https://www.laohu8.com/m/news/1148473544?lang=zh_CN&edition=full","pubTime":"2021-10-27 22:33","market":"us","language":"en","title":"Microsoft stock set to hit $400 as it becomes ‘cloud behemoth,’ analyst says<blockquote>分析师称，随着微软成为 “云巨头 ”，其股价将触及 400 美元</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1148473544","media":"finance.yahoo","summary":"Microsoft reported its fiscal Q1 2022 earnings on Tuesday, smashing Wall Street’s expectations, as cloud revenue jumped 36% year-over-year. And according to at least one analyst, that could light a fire under the company’s stock.“I think this is just more fuel in the engine to drive this stock higher,” Wedbush analyst Dan Ives told Yahoo Finance Live. “It just shows [Microsoft CEO Satya Nadella] in this cloud arms race is continuing to gain share.”According to Ives, Microsoft, which has seen it","content":"<p>Microsoft (MSFT) reported its fiscal Q1 2022 earnings on Tuesday, smashing Wall Street’s expectations, as cloud revenue jumped 36% year-over-year. And according to at least one analyst, that could light a fire under the company’s stock.</p><p><blockquote>微软（MSFT）周二公布了2022财年第一季度财报，云收入同比增长36%，超出了华尔街的预期。至少有一位分析师认为，这可能会点燃该公司股价的火焰。</blockquote></p><p> “I think this is just more fuel in the engine to drive this stock higher,” Wedbush analyst Dan Ives told Yahoo Finance Live. “It just shows [Microsoft CEO Satya Nadella] in this cloud arms race is continuing to gain share.”</p><p><blockquote>“Wedbush 分析师丹-艾夫斯（Dan Ives）告诉雅虎财经直播：”我认为这只是推动该股走高的引擎中的更多燃料。“这表明（微软首席执行官萨蒂亚-纳德拉）在这场云军备竞赛中继续获得份额。”</blockquote></p><p> According to Ives, Microsoft, which has seen its stock jump 39% year-to-date to $310.11 a share as of Tuesday, is set to cross the $400 threshold. The stock was up just over 3% on Wednesday morning, trading at roughly $319 a share.</p><p><blockquote>艾夫斯表示，截至周二，微软股价今年迄今已上涨 39%，至每股 310.11 美元，预计将突破 400 美元大关。周三上午，该股上涨略高于 3%，交易价格约为每股 319 美元。</blockquote></p><p> For the quarter, Microsoft’s cloud services generated $20.7 billion in revenue. The company is second in terms of cloud market share behind Amazon (AMZN), and ahead of Google (GOOG,GOOGL) and IBM (IBM).</p><p><blockquote>本季度，微软的云服务创造了 207 亿美元的收入。就云市场份额而言，该公司仅次于亚马逊（AMZN），领先于谷歌（GOOG，GOOGL）和IBM（IBM）。</blockquote></p><p> The corporate cloud is still in its early days, and spending is expected to continue to increase as more firms ditch their own on-premises servers and rent out cloud computing capabilities. And the increased move to remote work has only added to that. What’s more, Ives doesn’t believe that a return to office work for employees will hurt Microsoft’s cloud business, either.</p><p><blockquote>企业云仍处于早期阶段，随着越来越多的公司放弃自己的内部服务器并出租云计算能力，预计支出将继续增加。越来越多的远程工作只会雪上加霜。更重要的是，艾夫斯也不认为员工回归办公室工作会损害微软的云业务。</blockquote></p><p> “Go back the last six months, the haters will say that this is going to be a decelerating cloud, because of a COVID pull forward, instead it’s the opposite,” Ives said.</p><p><blockquote>“艾夫斯说：”回顾过去六个月，仇恨者会说，由于科维德的推动，这将是一片减速的云，但事实恰恰相反。</blockquote></p><p> Microsoft, of course, isn’t just seeing growth in its cloud business. It’s also continuing to do well in terms of sales of its PC business.</p><p><blockquote>当然，微软看到的不仅仅是云业务的增长。在个人电脑业务的销售方面，该公司也继续表现良好。</blockquote></p><p> The company, which launched itsnew Windows 11 operating system on Oct. 5, has grown its More Personal Computing segment by 15% year-over-year. But the ongoing chip shortage could bite into that going forward as chips for desktops and laptops become scarce and more expensive.</p><p><blockquote>该公司于 10 月 5 日推出了新的 Windows 11 操作系统，其更个人化的计算部门同比增长了 15%。但随着台式机和笔记本电脑的芯片变得稀缺和昂贵，持续的芯片短缺可能会对未来造成影响。</blockquote></p><p> The chip shortage has also stung Microsoft’s gaming business, which falls under the More Personal Computing segment,. The company’s Xbox Series X and Series S consoles are still incredibly hard to come by nearly a year after they hit the market. And third-party sellers are charging nearly double their starting prices of $499 and $299, respectively.</p><p><blockquote>芯片短缺也影响到了微软的游戏业务，该业务属于更个性化的计算领域。该公司的 Xbox X 系列和 S 系列游戏机在上市近一年后仍然难以买到。第三方卖家的起价分别是 499 美元和 299 美元的近两倍。</blockquote></p><p> To Ives, however, that’s simply “noise” next to the larger cloud story at Microsoft.</p><p><blockquote>然而，对艾夫斯来说，这只是微软更大的云故事旁边的 “噪音”。</blockquote></p><p> “This is all about the cloud transformation,” he said. “They’ve turned into a cloud behemoth at Microsoft. This is a $2 trillion market that’s still in the third inning of playing out. On a cloud transformation I think that’s how you get a stock with a four in front of it.”</p><p><blockquote>“他说：”这一切都与云计算转型有关。“他们已经变成了微软的云计算巨头。这是一个价值 2 万亿美元的市场，目前仍处于第三局。在云计算转型中，我认为这就是你如何获得一只前面有 4 个数字的股票。”</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>Microsoft stock set to hit $400 as it becomes ‘cloud behemoth,’ analyst says<blockquote>分析师称，随着微软成为 “云巨头 ”，其股价将触及 400 美元</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 stock set to hit $400 as it becomes ‘cloud behemoth,’ analyst says<blockquote>分析师称，随着微软成为 “云巨头 ”，其股价将触及 400 美元</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\">2021-10-27 22:33</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Microsoft (MSFT) reported its fiscal Q1 2022 earnings on Tuesday, smashing Wall Street’s expectations, as cloud revenue jumped 36% year-over-year. And according to at least one analyst, that could light a fire under the company’s stock.</p><p><blockquote>微软（MSFT）周二公布了2022财年第一季度财报，云收入同比增长36%，超出了华尔街的预期。至少有一位分析师认为，这可能会点燃该公司股价的火焰。</blockquote></p><p> “I think this is just more fuel in the engine to drive this stock higher,” Wedbush analyst Dan Ives told Yahoo Finance Live. “It just shows [Microsoft CEO Satya Nadella] in this cloud arms race is continuing to gain share.”</p><p><blockquote>“Wedbush 分析师丹-艾夫斯（Dan Ives）告诉雅虎财经直播：”我认为这只是推动该股走高的引擎中的更多燃料。“这表明（微软首席执行官萨蒂亚-纳德拉）在这场云军备竞赛中继续获得份额。”</blockquote></p><p> According to Ives, Microsoft, which has seen its stock jump 39% year-to-date to $310.11 a share as of Tuesday, is set to cross the $400 threshold. The stock was up just over 3% on Wednesday morning, trading at roughly $319 a share.</p><p><blockquote>艾夫斯表示，截至周二，微软股价今年迄今已上涨 39%，至每股 310.11 美元，预计将突破 400 美元大关。周三上午，该股上涨略高于 3%，交易价格约为每股 319 美元。</blockquote></p><p> For the quarter, Microsoft’s cloud services generated $20.7 billion in revenue. The company is second in terms of cloud market share behind Amazon (AMZN), and ahead of Google (GOOG,GOOGL) and IBM (IBM).</p><p><blockquote>本季度，微软的云服务创造了 207 亿美元的收入。就云市场份额而言，该公司仅次于亚马逊（AMZN），领先于谷歌（GOOG，GOOGL）和IBM（IBM）。</blockquote></p><p> The corporate cloud is still in its early days, and spending is expected to continue to increase as more firms ditch their own on-premises servers and rent out cloud computing capabilities. And the increased move to remote work has only added to that. What’s more, Ives doesn’t believe that a return to office work for employees will hurt Microsoft’s cloud business, either.</p><p><blockquote>企业云仍处于早期阶段，随着越来越多的公司放弃自己的内部服务器并出租云计算能力，预计支出将继续增加。越来越多的远程工作只会雪上加霜。更重要的是，艾夫斯也不认为员工回归办公室工作会损害微软的云业务。</blockquote></p><p> “Go back the last six months, the haters will say that this is going to be a decelerating cloud, because of a COVID pull forward, instead it’s the opposite,” Ives said.</p><p><blockquote>“艾夫斯说：”回顾过去六个月，仇恨者会说，由于科维德的推动，这将是一片减速的云，但事实恰恰相反。</blockquote></p><p> Microsoft, of course, isn’t just seeing growth in its cloud business. It’s also continuing to do well in terms of sales of its PC business.</p><p><blockquote>当然，微软看到的不仅仅是云业务的增长。在个人电脑业务的销售方面，该公司也继续表现良好。</blockquote></p><p> The company, which launched itsnew Windows 11 operating system on Oct. 5, has grown its More Personal Computing segment by 15% year-over-year. But the ongoing chip shortage could bite into that going forward as chips for desktops and laptops become scarce and more expensive.</p><p><blockquote>该公司于 10 月 5 日推出了新的 Windows 11 操作系统，其更个人化的计算部门同比增长了 15%。但随着台式机和笔记本电脑的芯片变得稀缺和昂贵，持续的芯片短缺可能会对未来造成影响。</blockquote></p><p> The chip shortage has also stung Microsoft’s gaming business, which falls under the More Personal Computing segment,. The company’s Xbox Series X and Series S consoles are still incredibly hard to come by nearly a year after they hit the market. And third-party sellers are charging nearly double their starting prices of $499 and $299, respectively.</p><p><blockquote>芯片短缺也影响到了微软的游戏业务，该业务属于更个性化的计算领域。该公司的 Xbox X 系列和 S 系列游戏机在上市近一年后仍然难以买到。第三方卖家的起价分别是 499 美元和 299 美元的近两倍。</blockquote></p><p> To Ives, however, that’s simply “noise” next to the larger cloud story at Microsoft.</p><p><blockquote>然而，对艾夫斯来说，这只是微软更大的云故事旁边的 “噪音”。</blockquote></p><p> “This is all about the cloud transformation,” he said. “They’ve turned into a cloud behemoth at Microsoft. This is a $2 trillion market that’s still in the third inning of playing out. On a cloud transformation I think that’s how you get a stock with a four in front of it.”</p><p><blockquote>“他说：”这一切都与云计算转型有关。“他们已经变成了微软的云计算巨头。这是一个价值 2 万亿美元的市场，目前仍处于第三局。在云计算转型中，我认为这就是你如何获得一只前面有 4 个数字的股票。”</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://finance.yahoo.com/news/microsoft-stock-set-to-hit-400-as-it-becomes-cloud-behemoth-analyst-says-141608286.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":{"MSFT":"微软"},"source_url":"https://finance.yahoo.com/news/microsoft-stock-set-to-hit-400-as-it-becomes-cloud-behemoth-analyst-says-141608286.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1148473544","content_text":"Microsoft (MSFT) reported its fiscal Q1 2022 earnings on Tuesday, smashing Wall Street’s expectations, as cloud revenue jumped 36% year-over-year. And according to at least one analyst, that could light a fire under the company’s stock.\n“I think this is just more fuel in the engine to drive this stock higher,” Wedbush analyst Dan Ives told Yahoo Finance Live. “It just shows [Microsoft CEO Satya Nadella] in this cloud arms race is continuing to gain share.”\nAccording to Ives, Microsoft, which has seen its stock jump 39% year-to-date to $310.11 a share as of Tuesday, is set to cross the $400 threshold. The stock was up just over 3% on Wednesday morning, trading at roughly $319 a share.\nFor the quarter, Microsoft’s cloud services generated $20.7 billion in revenue. The company is second in terms of cloud market share behind Amazon (AMZN), and ahead of Google (GOOG,GOOGL) and IBM (IBM).\nThe corporate cloud is still in its early days, and spending is expected to continue to increase as more firms ditch their own on-premises servers and rent out cloud computing capabilities. And the increased move to remote work has only added to that. What’s more, Ives doesn’t believe that a return to office work for employees will hurt Microsoft’s cloud business, either.\n“Go back the last six months, the haters will say that this is going to be a decelerating cloud, because of a COVID pull forward, instead it’s the opposite,” Ives said.\nMicrosoft, of course, isn’t just seeing growth in its cloud business. It’s also continuing to do well in terms of sales of its PC business.\nThe company, which launched itsnew Windows 11 operating system on Oct. 5, has grown its More Personal Computing segment by 15% year-over-year. But the ongoing chip shortage could bite into that going forward as chips for desktops and laptops become scarce and more expensive.\nThe chip shortage has also stung Microsoft’s gaming business, which falls under the More Personal Computing segment,. The company’s Xbox Series X and Series S consoles are still incredibly hard to come by nearly a year after they hit the market. And third-party sellers are charging nearly double their starting prices of $499 and $299, respectively.\nTo Ives, however, that’s simply “noise” next to the larger cloud story at Microsoft.\n“This is all about the cloud transformation,” he said. “They’ve turned into a cloud behemoth at Microsoft. This is a $2 trillion market that’s still in the third inning of playing out. On a cloud transformation I think that’s how you get a stock with a four in front of it.”","news_type":1,"symbols_score_info":{"MSFT":0.9}},"isVote":1,"tweetType":1,"viewCount":2991,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":699575131,"gmtCreate":1639869810637,"gmtModify":1639869810749,"author":{"id":"3567918490464140","authorId":"3567918490464140","name":"SPACaddict","avatar":"https://static.tigerbbs.com/1415754ee0406f4f0151a2a251dab31b","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567918490464140","authorIdStr":"3567918490464140"},"themes":[],"title":"","htmlText":".","listText":".","text":".","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":11,"repostSize":0,"link":"https://laohu8.com/post/699575131","repostId":"2192635973","repostType":4,"isVote":1,"tweetType":1,"viewCount":2194,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}
