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The bull market will continue in 2022: Goldman Sachs<blockquote>高盛：2022年牛市将持续</blockquote>
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11:13","market":"us","language":"en","title":"The bull market will continue in 2022: Goldman Sachs<blockquote>高盛：2022年牛市将持续</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2183984000","media":"Yahoo Finance","summary":"The investing landscape will likely be much different in 2022 than 2021, but the backdrop is still f","content":"<p><div> The investing landscape will likely be much different in 2022 than 2021, but the backdrop is still fertile for more gains on the S&P 500, according to Goldman Sachs. Goldman said Tuesday it expects ...</p><p><blockquote><div>高盛表示，2022年的投资格局可能与2021年有很大不同，但标普500仍有更多收益的背景。高盛周二表示，预计...</div></blockquote></p><p> <a href=\"https://finance.yahoo.com/news/the-bull-market-will-continue-in-2022-goldman-sachs-115009438.html\">网页链接</a> </div> </p><p><blockquote><a href=\"https://finance.yahoo.com/news/the-bull-market-will-continue-in-2022-goldman-sachs-115009438.html\">网页连接</a></blockquote></p><p></p>","source":"yahoofinance_au","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>The bull market will continue in 2022: Goldman Sachs<blockquote>高盛：2022年牛市将持续</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\">\nThe bull market will continue in 2022: Goldman Sachs<blockquote>高盛：2022年牛市将持续</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Yahoo Finance</strong><span class=\"h-time small\">2021-11-17 11:13</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div> The investing landscape will likely be much different in 2022 than 2021, but the backdrop is still fertile for more gains on the S&P 500, according to Goldman Sachs. Goldman said Tuesday it expects ...</p><p><blockquote><div>高盛表示，2022年的投资格局可能与2021年有很大不同，但标普500仍有更多收益的背景。高盛周二表示，预计...</div></blockquote></p><p> <a href=\"https://finance.yahoo.com/news/the-bull-market-will-continue-in-2022-goldman-sachs-115009438.html\">网页链接</a> </div> </p><p><blockquote><a href=\"https://finance.yahoo.com/news/the-bull-market-will-continue-in-2022-goldman-sachs-115009438.html\">网页连接</a></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://finance.yahoo.com/news/the-bull-market-will-continue-in-2022-goldman-sachs-115009438.html\">Yahoo Finance</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"source_url":"https://finance.yahoo.com/news/the-bull-market-will-continue-in-2022-goldman-sachs-115009438.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2183984000","content_text":"The investing landscape will likely be much different in 2022 than 2021, but the backdrop is still fertile for more gains on the S&P 500, according to Goldman Sachs.\nGoldman said Tuesday it expects the S&P 500 (^GSPC) to rise 9% to 5,100 by the end of 2022. If achieved, that would mark a 10% total return including dividends. Through Tuesday, the S&P 500 had advanced about 25% so far in 2021.\n\"The equity bull market will continue,\" said David Kostin, Goldman Sachs chief U.S. equity strategist.\nKostin lists several reasons for his optimism.\nCorporate tax rates will probably remain unchanged next year and remain a tailwind to profits, contends Kostin. S&P 500 earnings will grow by 8% in 2022 to $226 a share based on Kostin's modeling. Kostin sees sales for S&P 500 companies increased by 9% year-over-year.\nInvestors will therefore be keen on further increasing their allocations to stocks.\n\"Households own half of the $28 trillion in U.S. cash assets, an increase of $3 trillion since before the pandemic. We expect households will shift some of this capital into equities over time,\" adds Kostin.\nWhile those are supporting factors for stocks, Kostin cautions next year will not be without its risks that keeps returns lower than the red-hot ones seen in 2021.\n\"Decelerating economic growth, a tightening Fed, and rising real yields suggest investors should expect modestly below-average returns next year,\" Kostin warns.\nAccording to Goldman's data, the S&P 500 has historically generated an average 12-month return of 8% in environments of positive but slowing economic activity and rising interest rates.","news_type":1,"symbols_score_info":{".IXIC":0.9,".SPX":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":2525,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":879053181,"gmtCreate":1636672796342,"gmtModify":1636682571891,"author":{"id":"3578526149260573","authorId":"3578526149260573","name":"25d87afd","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578526149260573","idStr":"3578526149260573"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SE\">$Sea Ltd(SE)$</a>Ss","listText":"<a href=\"https://laohu8.com/S/SE\">$Sea Ltd(SE)$</a>Ss","text":"$Sea 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美豆单产预期上调，国内豆粕持续承压 11月4日，美豆领跌，在11月供需报告预期利空拖累下，美豆震荡下行。供需报告前，市场普遍预期美国农业部将上调美国大豆单产预估至每英亩51.9蒲，大豆期末库存预估至3.62亿蒲，报告对大豆市场带来持续利空的压力。 10月末，美豆收割进度偏慢，且市场对产量前景不乐观，进而带动豆价反弹。根据USDA数据，截至到11月7日，美豆收割率为87%，低于市场预估的89%，去年同期为91%，5年均值88%。巴西大豆涨势良好，受益于有利的天气，巴西大豆种植率为67%，去年同期为56%。随着收割进行，美豆产量预估不断上调，这也显示出在11月供需报告出台前，美豆丰产的预期增强，价格上行的压力增加。 报告预期方面，10月末StoneX将美国2021年大豆单产从51.3蒲式耳上调至51.9蒲式耳，产量将达到44.90亿蒲式耳，高于此前预估的44.36亿蒲式耳，也高于USDA 10月预估的44.48亿蒲式耳。同时，StoneX 将21/22年度巴西大豆产量预测数据上调至1.447亿吨，因巴西大豆播种进度加快，天气条件转好。如果11月报告美豆单产按照近期市场预期的51.9蒲数据向上调整，美豆新作供应压力将在11月CBOT美豆及豆粕市场中持续体现。 国内豆粕市场是与美豆关联度最高的市场，11月初大连豆粕近远月合约期价快速下跌，因国内交易所商","listText":"美国农业部将于11月9日发布11月供需报告，分析师普遍预期本次报告将上调美豆、玉米产量及库存预估，报告前获利回吐引发价格调整。大豆市场方面，11月4日美豆跌幅超过2%，分析师预期美国农业部将上调美国大豆单产预估至每英亩51.9蒲，大豆期末库存预估上调至3.62亿蒲，美豆产量及库存预估数据均高于10月报告预期，美豆市场上行压力增加。玉米方面，市场预期美国农业部将小幅上调美国玉米产量和单产预估，下调全球小麦库存预估，小麦、玉米涨跌互现。 美豆单产预期上调，国内豆粕持续承压 11月4日，美豆领跌，在11月供需报告预期利空拖累下，美豆震荡下行。供需报告前，市场普遍预期美国农业部将上调美国大豆单产预估至每英亩51.9蒲，大豆期末库存预估至3.62亿蒲，报告对大豆市场带来持续利空的压力。 10月末，美豆收割进度偏慢，且市场对产量前景不乐观，进而带动豆价反弹。根据USDA数据，截至到11月7日，美豆收割率为87%，低于市场预估的89%，去年同期为91%，5年均值88%。巴西大豆涨势良好，受益于有利的天气，巴西大豆种植率为67%，去年同期为56%。随着收割进行，美豆产量预估不断上调，这也显示出在11月供需报告出台前，美豆丰产的预期增强，价格上行的压力增加。 报告预期方面，10月末StoneX将美国2021年大豆单产从51.3蒲式耳上调至51.9蒲式耳，产量将达到44.90亿蒲式耳，高于此前预估的44.36亿蒲式耳，也高于USDA 10月预估的44.48亿蒲式耳。同时，StoneX 将21/22年度巴西大豆产量预测数据上调至1.447亿吨，因巴西大豆播种进度加快，天气条件转好。如果11月报告美豆单产按照近期市场预期的51.9蒲数据向上调整，美豆新作供应压力将在11月CBOT美豆及豆粕市场中持续体现。 国内豆粕市场是与美豆关联度最高的市场，11月初大连豆粕近远月合约期价快速下跌，因国内交易所商","text":"美国农业部将于11月9日发布11月供需报告，分析师普遍预期本次报告将上调美豆、玉米产量及库存预估，报告前获利回吐引发价格调整。大豆市场方面，11月4日美豆跌幅超过2%，分析师预期美国农业部将上调美国大豆单产预估至每英亩51.9蒲，大豆期末库存预估上调至3.62亿蒲，美豆产量及库存预估数据均高于10月报告预期，美豆市场上行压力增加。玉米方面，市场预期美国农业部将小幅上调美国玉米产量和单产预估，下调全球小麦库存预估，小麦、玉米涨跌互现。 美豆单产预期上调，国内豆粕持续承压 11月4日，美豆领跌，在11月供需报告预期利空拖累下，美豆震荡下行。供需报告前，市场普遍预期美国农业部将上调美国大豆单产预估至每英亩51.9蒲，大豆期末库存预估至3.62亿蒲，报告对大豆市场带来持续利空的压力。 10月末，美豆收割进度偏慢，且市场对产量前景不乐观，进而带动豆价反弹。根据USDA数据，截至到11月7日，美豆收割率为87%，低于市场预估的89%，去年同期为91%，5年均值88%。巴西大豆涨势良好，受益于有利的天气，巴西大豆种植率为67%，去年同期为56%。随着收割进行，美豆产量预估不断上调，这也显示出在11月供需报告出台前，美豆丰产的预期增强，价格上行的压力增加。 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href=\"https://laohu8.com/S/SE\">$Sea Ltd(SE)$</a>Sea","listText":"<a href=\"https://laohu8.com/S/SE\">$Sea Ltd(SE)$</a>Sea","text":"$Sea Ltd(SE)$Sea","images":[{"img":"https://static.tigerbbs.com/739b05b14ae26ef5f77643a7e29e705b","width":"750","height":"2687"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/843505849","isVote":1,"tweetType":1,"viewCount":599,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0}],"hots":[{"id":830068543,"gmtCreate":1628994068182,"gmtModify":1633688111514,"author":{"id":"3578526149260573","authorId":"3578526149260573","name":"25d87afd","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578526149260573","idStr":"3578526149260573"},"themes":[],"htmlText":"Like pls. Thanks ","listText":"Like pls. Thanks ","text":"Like pls. Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/830068543","repostId":"2159215676","repostType":4,"repost":{"id":"2159215676","kind":"highlight","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1628992609,"share":"https://www.laohu8.com/m/news/2159215676?lang=zh_CN&edition=full","pubTime":"2021-08-15 09:56","market":"us","language":"en","title":"Why 6 DoorDash Analysts Are Raising Price Targets After Q2 Earnings<blockquote>为什么6位DoorDash分析师在第二季度财报公布后提高价格目标</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2159215676","media":"Benzinga","summary":"Analysts share their reactions and new price targets on shares of DoorDash Inc (NYSE: DASH), which reported second-quarter earnings Thursday after market close.","content":"<p>Analysts share their reactions and new price targets on shares of <b>DoorDash Inc</b> (NYSE:DASH), which reported second-quarter earnings Thursday after market close.</p><p><blockquote>分析师分享了他们对股票的反应和新的价格目标<b>门达什公司</b>（纽约证券交易所股票代码：DASH）周四收盘后公布了第二季度收益。</blockquote></p><p> <b>The DoorDash Analysts: </b>Barclays analyst Ross Sandler had an Equal Weight rating and raised the price target from $160 to $183.</p><p><blockquote><b>DoorDash分析师：</b>巴克莱分析师Ross Sandler给予同等权重评级，并将目标价从160美元上调至183美元。</blockquote></p><p> JMP Securities analyst Ronald V. Josey had a Market Outperform rating and raised the price target from $195 to $210.</p><p><blockquote>JMP证券分析师Ronald V.Josey给予大市跑赢大盘评级，并将目标价从195美元上调至210美元。</blockquote></p><p> Wells Fargo analyst Brian Fitzgerald had an Overweight rating and raised the price target from $215 to $235.</p><p><blockquote>富国银行分析师Brian Fitzgerald给予跑赢大盘评级，并将目标价从215美元上调至235美元。</blockquote></p><p> RBC Capital analyst Brad Erickson had an Outperform rating and raised the price target from $175 to $210.</p><p><blockquote>RBC Capital分析师Brad Erickson给予跑赢大盘评级，并将目标价从175美元上调至210美元。</blockquote></p><p> Mizuho Securities analyst James Lee had a Neutral rating and raised the price target from $155 to $175.</p><p><blockquote>瑞穗证券分析师James Lee给予中性评级，并将目标价从155美元上调至175美元。</blockquote></p><p> Needham analyst Bernie McTernan had a Buy rating and raised the price target from $195 to $230.</p><p><blockquote>Needham分析师Bernie McTernan给予买入评级，并将目标价从195美元上调至230美元。</blockquote></p><p> <b>The Analyst Takeaways: </b>DoorDash gained three percentage points in market share for the U.S. food delivery share, Josey said. The analyst notes a highly engaged customer based and also highlighted frequency hitting an all-time high in the quarter.</p><p><blockquote><b>分析师要点：</b>乔西说，DoorDash在美国食品配送市场的份额增加了三个百分点。分析师指出，基于高度参与的客户，并强调本季度的频率创下历史新高。</blockquote></p><p> “DashPass subscribers grew more than 2x as fast as non-DashPass MAUs year-over-year,” Josey said.</p><p><blockquote>“DashPass用户的同比增长速度是非DashPass月活跃用户数的两倍多，”Josey说。</blockquote></p><p> DoorDash management said its order frequency has not reached its peak yet, Fitzgerald added.</p><p><blockquote>菲茨杰拉德补充说，DoorDash管理层表示，其订单频率尚未达到峰值。</blockquote></p><p> A focus on gross profit dollars and reinvestment in growth initiatives was called out by Erickson in the updated note.</p><p><blockquote>埃里克森在更新后的报告中呼吁关注毛利润和对增长计划的再投资。</blockquote></p><p> “On top of beating gross order volume, revenue and EBITDA and raising its FY guide, specific encouraging demand highlights includes 300 bps of U.S. shares gains year-over-year,” Erickson said.</p><p><blockquote>埃里克森表示：“除了超过总订单量、收入和EBITDA并提高财年指引之外，具体令人鼓舞的需求亮点还包括美国股市同比上涨300个基点。”</blockquote></p><p> The analyst noted company management mentioned progress in Canada and Australia and other international launches coming.</p><p><blockquote>分析师指出，公司管理层提到了加拿大和澳大利亚的进展以及即将推出的其他国际产品。</blockquote></p><p> “Volume growth was the highlight of 2Q earnings to us, highlighting consumer delivery habits are still sticky late into the pandemic,” McTernan said. The analyst was surprised by the upside in volume in the late stages of the pandemic.</p><p><blockquote>麦克特南表示：“对我们来说，销量增长是第二季度盈利的亮点，突显出消费者的送货习惯在大流行后期仍然很粘。”这位分析师对疫情后期成交量的上涨感到惊讶。</blockquote></p><p> <b>Non-Food Delivery Growth:</b> Sandler highlighted the growth of DoorDash in non-restaurant areas like grocery, convenience, pets and alcohol. This segment is helping drive frequency, retention and efficiency for the company with frequency hitting record highs in the quarter.</p><p><blockquote><b>非食品配送增长：</b>桑德勒强调了DoorDash在杂货、便利、宠物和酒类等非餐厅领域的增长。该部门正在帮助提高公司的频率、保留率和效率，本季度频率创下历史新高。</blockquote></p><p> DoorDash’s non-restaurant orders could have been placed by 10% of the company’s users in the second quarter, compared to 7% of orders in the first quarter, Josey said.</p><p><blockquote>Josey表示，第二季度该公司10%的用户可能会下DoorDash的非餐厅订单，而第一季度这一比例为7%。</blockquote></p><p> The analyst also noted the addition of more than 5,000 convenience stores in the second quarter including <b><a href=\"https://laohu8.com/S/WBA\">Walgreens Boots Alliance</a> Inc</b> (NASDAQ:WBA), <b>Rite Aid Corporation</b> (NYSE:RAD), <b>Albertsons Companies Inc</b> (NYSE:ACI), <b>PetSmart</b> and <b>Bed Bath & Beyond Inc.</b> (NASDAQ:BBBY) locations.</p><p><blockquote>该分析师还指出，第二季度新增了5,000多家便利店，其中包括<b><a href=\"https://laohu8.com/S/WBA\">沃尔格林靴子联盟</a>Inc</b>（纳斯达克：WBA），<b>礼援助公司</b>（纽约证券交易所代码：RAD），<b>艾伯森公司</b>（纽约证券交易所代码：ACI），<b>PetSmart</b>和<b>贝德柏士比昂公司。</b>（纳斯达克：BBBY）地点。</blockquote></p><p> “Over 30% of DASH’s business came from orders outside restaurants in Q2, early data suggest that multi-category customers increase both their retention and engagement rates,” Fitzgerald said.</p><p><blockquote>菲茨杰拉德表示：“第二季度，DASH超过30%的业务来自餐厅以外的订单，早期数据表明，多类别客户提高了他们的保留率和参与度。”</blockquote></p><p> <b>What’s Next: </b>International growth, investments in new categories and a healthy supply of Dashers are highlighted by Josey.</p><p><blockquote><b>下一步是什么：</b>Josey强调了国际增长、新品类投资和Dashers的健康供应。</blockquote></p><p> “DASH deserves a premium to the peer set,” Sandler said.</p><p><blockquote>“DASH应该比同行群体获得溢价，”桑德勒说。</blockquote></p><p> “We expect DASH shares to continue to grind higher as its U.S. market share and momentum continue to resonate,” Fitzgerald said. “If DASH can replicate the operational prowess it has demonstrated in the U.S. as a fast follower in international markets, we think shares have significantly more upside in the coming years.”</p><p><blockquote>菲茨杰拉德表示：“随着DASH在美国的市场份额和势头继续产生共鸣，我们预计DASH的股价将继续走高。”“如果DASH能够复制其在美国作为国际市场快速追随者所展示的运营实力，我们认为其股价在未来几年将有更大的上涨空间。”</blockquote></p><p> Additional grocery delivery is expected to roll out in the second half of the year “providing opportunities to become a second logistics source for some key accounts,” highlights Fitzgerald.</p><p><blockquote>菲茨杰拉德强调说，预计今年下半年将推出额外的杂货配送，“为一些大客户提供成为第二物流来源的机会”。</blockquote></p><p> DoorDash has some regulatory headwinds in large cities such as San Francisco and New York City but Lee sees these being less than feared. Management sees momentum carrying into the third quarter, the analyst notes.</p><p><blockquote>DoorDash在旧金山和纽约市等大城市面临一些监管阻力，但Lee认为这些阻力并不令人担忧。分析师指出，管理层预计这一势头将持续到第三季度。</blockquote></p><p> “Given investments in new categories and international markets we believe the level of incremental investment represents the greatest risk to our forecast,” McTernan said.</p><p><blockquote>麦克特南表示：“鉴于对新类别和国际市场的投资，我们认为增量投资水平对我们的预测来说是最大的风险。”</blockquote></p><p> <b>DASH Price Action: </b>DoorDash shares rose 3.5% to $194.79 on Friday.</p><p><blockquote><b>DASH价格走势：</b>周五，DoorDash股价上涨3.5%，至194.79美元。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why 6 DoorDash Analysts Are Raising Price Targets After Q2 Earnings<blockquote>为什么6位DoorDash分析师在第二季度财报公布后提高价格目标</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy 6 DoorDash Analysts Are Raising Price Targets After Q2 Earnings<blockquote>为什么6位DoorDash分析师在第二季度财报公布后提高价格目标</blockquote>\n</h2>\n<h4 class=\"meta\">\n<div class=\"head\" \">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time smaller\">2021-08-15 09:56</p>\n</div>\n</div>\n</h4>\n</header>\n<article>\n<p>Analysts share their reactions and new price targets on shares of <b>DoorDash Inc</b> (NYSE:DASH), which reported second-quarter earnings Thursday after market close.</p><p><blockquote>分析师分享了他们对股票的反应和新的价格目标<b>门达什公司</b>（纽约证券交易所股票代码：DASH）周四收盘后公布了第二季度收益。</blockquote></p><p> <b>The DoorDash Analysts: </b>Barclays analyst Ross Sandler had an Equal Weight rating and raised the price target from $160 to $183.</p><p><blockquote><b>DoorDash分析师：</b>巴克莱分析师Ross Sandler给予同等权重评级，并将目标价从160美元上调至183美元。</blockquote></p><p> JMP Securities analyst Ronald V. Josey had a Market Outperform rating and raised the price target from $195 to $210.</p><p><blockquote>JMP证券分析师Ronald V.Josey给予大市跑赢大盘评级，并将目标价从195美元上调至210美元。</blockquote></p><p> Wells Fargo analyst Brian Fitzgerald had an Overweight rating and raised the price target from $215 to $235.</p><p><blockquote>富国银行分析师Brian Fitzgerald给予跑赢大盘评级，并将目标价从215美元上调至235美元。</blockquote></p><p> RBC Capital analyst Brad Erickson had an Outperform rating and raised the price target from $175 to $210.</p><p><blockquote>RBC Capital分析师Brad Erickson给予跑赢大盘评级，并将目标价从175美元上调至210美元。</blockquote></p><p> Mizuho Securities analyst James Lee had a Neutral rating and raised the price target from $155 to $175.</p><p><blockquote>瑞穗证券分析师James Lee给予中性评级，并将目标价从155美元上调至175美元。</blockquote></p><p> Needham analyst Bernie McTernan had a Buy rating and raised the price target from $195 to $230.</p><p><blockquote>Needham分析师Bernie McTernan给予买入评级，并将目标价从195美元上调至230美元。</blockquote></p><p> <b>The Analyst Takeaways: </b>DoorDash gained three percentage points in market share for the U.S. food delivery share, Josey said. The analyst notes a highly engaged customer based and also highlighted frequency hitting an all-time high in the quarter.</p><p><blockquote><b>分析师要点：</b>乔西说，DoorDash在美国食品配送市场的份额增加了三个百分点。分析师指出，基于高度参与的客户，并强调本季度的频率创下历史新高。</blockquote></p><p> “DashPass subscribers grew more than 2x as fast as non-DashPass MAUs year-over-year,” Josey said.</p><p><blockquote>“DashPass用户的同比增长速度是非DashPass月活跃用户数的两倍多，”Josey说。</blockquote></p><p> DoorDash management said its order frequency has not reached its peak yet, Fitzgerald added.</p><p><blockquote>菲茨杰拉德补充说，DoorDash管理层表示，其订单频率尚未达到峰值。</blockquote></p><p> A focus on gross profit dollars and reinvestment in growth initiatives was called out by Erickson in the updated note.</p><p><blockquote>埃里克森在更新后的报告中呼吁关注毛利润和对增长计划的再投资。</blockquote></p><p> “On top of beating gross order volume, revenue and EBITDA and raising its FY guide, specific encouraging demand highlights includes 300 bps of U.S. shares gains year-over-year,” Erickson said.</p><p><blockquote>埃里克森表示：“除了超过总订单量、收入和EBITDA并提高财年指引之外，具体令人鼓舞的需求亮点还包括美国股市同比上涨300个基点。”</blockquote></p><p> The analyst noted company management mentioned progress in Canada and Australia and other international launches coming.</p><p><blockquote>分析师指出，公司管理层提到了加拿大和澳大利亚的进展以及即将推出的其他国际产品。</blockquote></p><p> “Volume growth was the highlight of 2Q earnings to us, highlighting consumer delivery habits are still sticky late into the pandemic,” McTernan said. The analyst was surprised by the upside in volume in the late stages of the pandemic.</p><p><blockquote>麦克特南表示：“对我们来说，销量增长是第二季度盈利的亮点，突显出消费者的送货习惯在大流行后期仍然很粘。”这位分析师对疫情后期成交量的上涨感到惊讶。</blockquote></p><p> <b>Non-Food Delivery Growth:</b> Sandler highlighted the growth of DoorDash in non-restaurant areas like grocery, convenience, pets and alcohol. This segment is helping drive frequency, retention and efficiency for the company with frequency hitting record highs in the quarter.</p><p><blockquote><b>非食品配送增长：</b>桑德勒强调了DoorDash在杂货、便利、宠物和酒类等非餐厅领域的增长。该部门正在帮助提高公司的频率、保留率和效率，本季度频率创下历史新高。</blockquote></p><p> DoorDash’s non-restaurant orders could have been placed by 10% of the company’s users in the second quarter, compared to 7% of orders in the first quarter, Josey said.</p><p><blockquote>Josey表示，第二季度该公司10%的用户可能会下DoorDash的非餐厅订单，而第一季度这一比例为7%。</blockquote></p><p> The analyst also noted the addition of more than 5,000 convenience stores in the second quarter including <b><a href=\"https://laohu8.com/S/WBA\">Walgreens Boots Alliance</a> Inc</b> (NASDAQ:WBA), <b>Rite Aid Corporation</b> (NYSE:RAD), <b>Albertsons Companies Inc</b> (NYSE:ACI), <b>PetSmart</b> and <b>Bed Bath & Beyond Inc.</b> (NASDAQ:BBBY) locations.</p><p><blockquote>该分析师还指出，第二季度新增了5,000多家便利店，其中包括<b><a href=\"https://laohu8.com/S/WBA\">沃尔格林靴子联盟</a>Inc</b>（纳斯达克：WBA），<b>礼援助公司</b>（纽约证券交易所代码：RAD），<b>艾伯森公司</b>（纽约证券交易所代码：ACI），<b>PetSmart</b>和<b>贝德柏士比昂公司。</b>（纳斯达克：BBBY）地点。</blockquote></p><p> “Over 30% of DASH’s business came from orders outside restaurants in Q2, early data suggest that multi-category customers increase both their retention and engagement rates,” Fitzgerald said.</p><p><blockquote>菲茨杰拉德表示：“第二季度，DASH超过30%的业务来自餐厅以外的订单，早期数据表明，多类别客户提高了他们的保留率和参与度。”</blockquote></p><p> <b>What’s Next: </b>International growth, investments in new categories and a healthy supply of Dashers are highlighted by Josey.</p><p><blockquote><b>下一步是什么：</b>Josey强调了国际增长、新品类投资和Dashers的健康供应。</blockquote></p><p> “DASH deserves a premium to the peer set,” Sandler said.</p><p><blockquote>“DASH应该比同行群体获得溢价，”桑德勒说。</blockquote></p><p> “We expect DASH shares to continue to grind higher as its U.S. market share and momentum continue to resonate,” Fitzgerald said. “If DASH can replicate the operational prowess it has demonstrated in the U.S. as a fast follower in international markets, we think shares have significantly more upside in the coming years.”</p><p><blockquote>菲茨杰拉德表示：“随着DASH在美国的市场份额和势头继续产生共鸣，我们预计DASH的股价将继续走高。”“如果DASH能够复制其在美国作为国际市场快速追随者所展示的运营实力，我们认为其股价在未来几年将有更大的上涨空间。”</blockquote></p><p> Additional grocery delivery is expected to roll out in the second half of the year “providing opportunities to become a second logistics source for some key accounts,” highlights Fitzgerald.</p><p><blockquote>菲茨杰拉德强调说，预计今年下半年将推出额外的杂货配送，“为一些大客户提供成为第二物流来源的机会”。</blockquote></p><p> DoorDash has some regulatory headwinds in large cities such as San Francisco and New York City but Lee sees these being less than feared. Management sees momentum carrying into the third quarter, the analyst notes.</p><p><blockquote>DoorDash在旧金山和纽约市等大城市面临一些监管阻力，但Lee认为这些阻力并不令人担忧。分析师指出，管理层预计这一势头将持续到第三季度。</blockquote></p><p> “Given investments in new categories and international markets we believe the level of incremental investment represents the greatest risk to our forecast,” McTernan said.</p><p><blockquote>麦克特南表示：“鉴于对新类别和国际市场的投资，我们认为增量投资水平对我们的预测来说是最大的风险。”</blockquote></p><p> <b>DASH Price Action: </b>DoorDash shares rose 3.5% to $194.79 on Friday.</p><p><blockquote><b>DASH价格走势：</b>周五，DoorDash股价上涨3.5%，至194.79美元。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ACI":"艾伯森","RAD":"来德爱","WBA":"沃尔格林联合博姿","QTWO":"Q2 Holdings Inc","DASH":"DoorDash, Inc.","BBBY":"Bed Bath & Beyond Inc"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2159215676","content_text":"Analysts share their reactions and new price targets on shares of DoorDash Inc (NYSE:DASH), which reported second-quarter earnings Thursday after market close.\nThe DoorDash Analysts: Barclays analyst Ross Sandler had an Equal Weight rating and raised the price target from $160 to $183.\nJMP Securities analyst Ronald V. Josey had a Market Outperform rating and raised the price target from $195 to $210.\nWells Fargo analyst Brian Fitzgerald had an Overweight rating and raised the price target from $215 to $235.\nRBC Capital analyst Brad Erickson had an Outperform rating and raised the price target from $175 to $210.\nMizuho Securities analyst James Lee had a Neutral rating and raised the price target from $155 to $175.\nNeedham analyst Bernie McTernan had a Buy rating and raised the price target from $195 to $230.\nThe Analyst Takeaways: DoorDash gained three percentage points in market share for the U.S. food delivery share, Josey said. The analyst notes a highly engaged customer based and also highlighted frequency hitting an all-time high in the quarter.\n“DashPass subscribers grew more than 2x as fast as non-DashPass MAUs year-over-year,” Josey said.\nDoorDash management said its order frequency has not reached its peak yet, Fitzgerald added.\nA focus on gross profit dollars and reinvestment in growth initiatives was called out by Erickson in the updated note.\n“On top of beating gross order volume, revenue and EBITDA and raising its FY guide, specific encouraging demand highlights includes 300 bps of U.S. shares gains year-over-year,” Erickson said.\nThe analyst noted company management mentioned progress in Canada and Australia and other international launches coming.\n“Volume growth was the highlight of 2Q earnings to us, highlighting consumer delivery habits are still sticky late into the pandemic,” McTernan said. The analyst was surprised by the upside in volume in the late stages of the pandemic.\nNon-Food Delivery Growth: Sandler highlighted the growth of DoorDash in non-restaurant areas like grocery, convenience, pets and alcohol. This segment is helping drive frequency, retention and efficiency for the company with frequency hitting record highs in the quarter.\nDoorDash’s non-restaurant orders could have been placed by 10% of the company’s users in the second quarter, compared to 7% of orders in the first quarter, Josey said.\nThe analyst also noted the addition of more than 5,000 convenience stores in the second quarter including Walgreens Boots Alliance Inc (NASDAQ:WBA), Rite Aid Corporation (NYSE:RAD), Albertsons Companies Inc (NYSE:ACI), PetSmart and Bed Bath & Beyond Inc. (NASDAQ:BBBY) locations.\n“Over 30% of DASH’s business came from orders outside restaurants in Q2, early data suggest that multi-category customers increase both their retention and engagement rates,” Fitzgerald said.\nWhat’s Next: International growth, investments in new categories and a healthy supply of Dashers are highlighted by Josey.\n“DASH deserves a premium to the peer set,” Sandler said.\n“We expect DASH shares to continue to grind higher as its U.S. market share and momentum continue to resonate,” Fitzgerald said. “If DASH can replicate the operational prowess it has demonstrated in the U.S. as a fast follower in international markets, we think shares have significantly more upside in the coming years.”\nAdditional grocery delivery is expected to roll out in the second half of the year “providing opportunities to become a second logistics source for some key accounts,” highlights Fitzgerald.\nDoorDash has some regulatory headwinds in large cities such as San Francisco and New York City but Lee sees these being less than feared. Management sees momentum carrying into the third quarter, the analyst notes.\n“Given investments in new categories and international markets we believe the level of incremental investment represents the greatest risk to our forecast,” McTernan said.\nDASH Price Action: DoorDash shares rose 3.5% to $194.79 on Friday.","news_type":1,"symbols_score_info":{"DASH":0.9,"RAD":0.9,"ACI":0.9,"QTWO":0.9,"BBBY":0.9,"WBA":0.9}},"isVote":1,"tweetType":1,"viewCount":542,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":129652839,"gmtCreate":1624371985221,"gmtModify":1631887038745,"author":{"id":"3578526149260573","authorId":"3578526149260573","name":"25d87afd","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578526149260573","idStr":"3578526149260573"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/D05.SI\">$DBS GROUP HOLDINGS LTD(D05.SI)$</a>Hope it will rise tomr ","listText":"<a href=\"https://laohu8.com/S/D05.SI\">$DBS GROUP HOLDINGS LTD(D05.SI)$</a>Hope it will rise tomr ","text":"$DBS GROUP HOLDINGS LTD(D05.SI)$Hope it will rise tomr","images":[{"img":"https://static.tigerbbs.com/0ed69542b2e5070be0a64a5253ab2702","width":"750","height":"1300"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":2,"link":"https://laohu8.com/post/129652839","isVote":1,"tweetType":1,"viewCount":737,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":832057871,"gmtCreate":1629548573093,"gmtModify":1631891719189,"author":{"id":"3578526149260573","authorId":"3578526149260573","name":"25d87afd","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578526149260573","idStr":"3578526149260573"},"themes":[],"htmlText":"Nvidia ","listText":"Nvidia ","text":"Nvidia","images":[{"img":"https://static.tigerbbs.com/3da899a5d0538dc133597b09f23df9bf","width":"750","height":"2747"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/832057871","isVote":1,"tweetType":1,"viewCount":716,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":837033390,"gmtCreate":1629846954210,"gmtModify":1631891719176,"author":{"id":"3578526149260573","authorId":"3578526149260573","name":"25d87afd","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578526149260573","idStr":"3578526149260573"},"themes":[],"htmlText":"Amazing ","listText":"Amazing ","text":"Amazing","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/837033390","repostId":"2162087564","repostType":4,"isVote":1,"tweetType":1,"viewCount":440,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":831900936,"gmtCreate":1629276512126,"gmtModify":1631891719203,"author":{"id":"3578526149260573","authorId":"3578526149260573","name":"25d87afd","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578526149260573","idStr":"3578526149260573"},"themes":[],"htmlText":"Like pls. Thanks ","listText":"Like pls. Thanks ","text":"Like pls. Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/831900936","repostId":"1194174383","repostType":4,"repost":{"id":"1194174383","kind":"news","pubTimestamp":1629246519,"share":"https://www.laohu8.com/m/news/1194174383?lang=zh_CN&edition=full","pubTime":"2021-08-18 08:28","market":"us","language":"en","title":"Nvidia Reports Earnings Wednesday. Here’s Why Cryptocurrencies Matter.<blockquote>英伟达周三公布财报。这就是加密货币很重要的原因。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1194174383","media":"Barrons","summary":"Tucked away in the numbers that Nvidia will post Wednesday is revenue from cryptocurrency mining chi","content":"<p>Tucked away in the numbers that Nvidia will post Wednesday is revenue from cryptocurrency mining chips. Investors should keep an eye on the total.</p><p><blockquote>英伟达将于周三公布的数据中隐藏着来自加密货币挖矿芯片的收入。投资者应密切关注总数。</blockquote></p><p> Why is simple: The peaks and valleys of crypto prices make it tough to peg demand for the chips, which the miners who handle the transactions need. And Nvidia (ticker: NVDA) earnings has gotten burned before when crypto prices tanked.</p><p><blockquote>原因很简单：加密货币价格的高峰和低谷使得很难确定处理交易的矿工所需的芯片需求。当加密货币价格暴跌时，英伟达（股票代码：NVDA）的盈利也曾遭受过损失。</blockquote></p><p> This year, though, Nvidia has done two things to protect itself: Maybe most important, it changed the design of its videogame chips that crypto miners co-optedfor their business. And the company started making a version just for miners.</p><p><blockquote>不过，今年，英伟达做了两件事来保护自己：也许最重要的是，它改变了加密货币矿工为其业务所采用的视频游戏芯片的设计。该公司开始专门为矿工制作一个版本。</blockquote></p><p> The new chips arewhat Nvidia tracks as crypto revenue because it can’t accurately track how many videogame chips are being used for mining.</p><p><blockquote>新芯片是英伟达跟踪的加密收入，因为它无法准确跟踪有多少视频游戏芯片被用于挖矿。</blockquote></p><p> The company’s finance chief, Colette Kress, has forecast $400 million in crypto chip sales for the second quarter—more than double first-quarter revenue of $155 million.The consensus revenue estimate for the segment that includes mining chips is $537.5 million, up from $327 million sequentially in the first quarter.</p><p><blockquote>该公司财务主管Colette Kress预测第二季度加密芯片销售额为4亿美元，是第一季度1.55亿美元收入的两倍多。包括挖矿芯片在内的该部门的普遍收入预期为5.375亿美元，高于第一季度的3.27亿美元。</blockquote></p><p> Just like the results for any other company, investors want the actual numbers to at least match—and better yet beat—Kress’ estimates.</p><p><blockquote>就像任何其他公司的业绩一样，投资者希望实际数字至少符合——甚至更好地超过——克雷斯的估计。</blockquote></p><p> BMO Capital Markets analyst Ambrish Srivastava has put forward several estimates on the true size of Nvidia’s mining business—the new chips added to the videogame chips.</p><p><blockquote>BMO资本市场分析师Ambrish Srivastava对英伟达挖矿业务的真实规模提出了几项估计——视频游戏芯片中添加的新芯片。</blockquote></p><p> For the second quarter, Srivastava predicts $450 million in crypto revenue, which isn’t far off the company’s forecast; his estimate for the first quarter was $650 million, which was well above the $155 million Nvidia reported for just its mining chips.</p><p><blockquote>对于第二季度，Srivastava预测加密收入为4.5亿美元，这与公司的预测相差不远；他对第一季度的预期为6.5亿美元，远高于英伟达仅挖矿芯片就报告的1.55亿美元。</blockquote></p><p> Investors should hope that Nvidia—and Srivastava—are close with their numbers so they can have a better idea of just how much exposure the company has to those sometimes-volatile crypto prices. A slump in crypto prices a few years ago translated to a drop in Nvidia’s revenue by nearly a third for four straight quarters.</p><p><blockquote>投资者应该希望Nvidia和Srivastava的数字接近，这样他们就可以更好地了解该公司对这些有时波动的加密货币价格的敞口有多大。几年前加密货币价格的暴跌导致英伟达的收入连续四个季度下降了近三分之一。</blockquote></p><p> The rest of the quarter is fairly typical stuff. Overall, the consensus forecast is for adjusted earnings of $1.01 a share, on revenue of $6.3 billion.</p><p><blockquote>本季度剩下的时间是相当典型的事情。总体而言，市场普遍预测调整后每股收益为1.01美元，营收为63亿美元。</blockquote></p><p> Investors also should pay attention to the data center segment. Chief executive Jensen Huang has talked up the demand around data-center graphics processors, which are often used for artificial intelligence and machine-learning tasks. Wall Street expects data center revenueto grow roughly 30% to $2.3 billion.</p><p><blockquote>投资者还应关注数据中心领域。首席执行官黄仁勋谈到了数据中心图形处理器的需求，这些处理器通常用于人工智能和机器学习任务。华尔街预计数据中心收入将增长约30%，达到23亿美元。</blockquote></p><p> The company’s core videogame chip business is expected to grow 80% to $3 billion. It’s worth looking for commentary from executives about the ongoing global chip shortage. The expected increase in supply hasn’t quite materialized, according to Srivastava.</p><p><blockquote>该公司的核心视频游戏芯片业务预计将增长80%，达到30亿美元。值得寻求高管们对持续的全球芯片短缺的评论。斯里瓦斯塔瓦表示，预期的供应增加尚未完全实现。</blockquote></p><p> Shares of Nvidia slumped 2.5% during Tuesday’s regular session to $194.58, but have gained 48% this year. The benchmark PHLX Semiconductor index gained 16% in 2021.</p><p><blockquote>Nvidia股价在周二常规交易中下跌2.5%，至194.58美元，但今年已上涨48%。基准PHLX半导体指数在2021年上涨了16%。</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>Nvidia Reports Earnings Wednesday. Here’s Why Cryptocurrencies Matter.<blockquote>英伟达周三公布财报。这就是加密货币很重要的原因。</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\">\nNvidia Reports Earnings Wednesday. Here’s Why Cryptocurrencies Matter.<blockquote>英伟达周三公布财报。这就是加密货币很重要的原因。</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-08-18 08:28</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Tucked away in the numbers that Nvidia will post Wednesday is revenue from cryptocurrency mining chips. Investors should keep an eye on the total.</p><p><blockquote>英伟达将于周三公布的数据中隐藏着来自加密货币挖矿芯片的收入。投资者应密切关注总数。</blockquote></p><p> Why is simple: The peaks and valleys of crypto prices make it tough to peg demand for the chips, which the miners who handle the transactions need. And Nvidia (ticker: NVDA) earnings has gotten burned before when crypto prices tanked.</p><p><blockquote>原因很简单：加密货币价格的高峰和低谷使得很难确定处理交易的矿工所需的芯片需求。当加密货币价格暴跌时，英伟达（股票代码：NVDA）的盈利也曾遭受过损失。</blockquote></p><p> This year, though, Nvidia has done two things to protect itself: Maybe most important, it changed the design of its videogame chips that crypto miners co-optedfor their business. And the company started making a version just for miners.</p><p><blockquote>不过，今年，英伟达做了两件事来保护自己：也许最重要的是，它改变了加密货币矿工为其业务所采用的视频游戏芯片的设计。该公司开始专门为矿工制作一个版本。</blockquote></p><p> The new chips arewhat Nvidia tracks as crypto revenue because it can’t accurately track how many videogame chips are being used for mining.</p><p><blockquote>新芯片是英伟达跟踪的加密收入，因为它无法准确跟踪有多少视频游戏芯片被用于挖矿。</blockquote></p><p> The company’s finance chief, Colette Kress, has forecast $400 million in crypto chip sales for the second quarter—more than double first-quarter revenue of $155 million.The consensus revenue estimate for the segment that includes mining chips is $537.5 million, up from $327 million sequentially in the first quarter.</p><p><blockquote>该公司财务主管Colette Kress预测第二季度加密芯片销售额为4亿美元，是第一季度1.55亿美元收入的两倍多。包括挖矿芯片在内的该部门的普遍收入预期为5.375亿美元，高于第一季度的3.27亿美元。</blockquote></p><p> Just like the results for any other company, investors want the actual numbers to at least match—and better yet beat—Kress’ estimates.</p><p><blockquote>就像任何其他公司的业绩一样，投资者希望实际数字至少符合——甚至更好地超过——克雷斯的估计。</blockquote></p><p> BMO Capital Markets analyst Ambrish Srivastava has put forward several estimates on the true size of Nvidia’s mining business—the new chips added to the videogame chips.</p><p><blockquote>BMO资本市场分析师Ambrish Srivastava对英伟达挖矿业务的真实规模提出了几项估计——视频游戏芯片中添加的新芯片。</blockquote></p><p> For the second quarter, Srivastava predicts $450 million in crypto revenue, which isn’t far off the company’s forecast; his estimate for the first quarter was $650 million, which was well above the $155 million Nvidia reported for just its mining chips.</p><p><blockquote>对于第二季度，Srivastava预测加密收入为4.5亿美元，这与公司的预测相差不远；他对第一季度的预期为6.5亿美元，远高于英伟达仅挖矿芯片就报告的1.55亿美元。</blockquote></p><p> Investors should hope that Nvidia—and Srivastava—are close with their numbers so they can have a better idea of just how much exposure the company has to those sometimes-volatile crypto prices. A slump in crypto prices a few years ago translated to a drop in Nvidia’s revenue by nearly a third for four straight quarters.</p><p><blockquote>投资者应该希望Nvidia和Srivastava的数字接近，这样他们就可以更好地了解该公司对这些有时波动的加密货币价格的敞口有多大。几年前加密货币价格的暴跌导致英伟达的收入连续四个季度下降了近三分之一。</blockquote></p><p> The rest of the quarter is fairly typical stuff. Overall, the consensus forecast is for adjusted earnings of $1.01 a share, on revenue of $6.3 billion.</p><p><blockquote>本季度剩下的时间是相当典型的事情。总体而言，市场普遍预测调整后每股收益为1.01美元，营收为63亿美元。</blockquote></p><p> Investors also should pay attention to the data center segment. Chief executive Jensen Huang has talked up the demand around data-center graphics processors, which are often used for artificial intelligence and machine-learning tasks. Wall Street expects data center revenueto grow roughly 30% to $2.3 billion.</p><p><blockquote>投资者还应关注数据中心领域。首席执行官黄仁勋谈到了数据中心图形处理器的需求，这些处理器通常用于人工智能和机器学习任务。华尔街预计数据中心收入将增长约30%，达到23亿美元。</blockquote></p><p> The company’s core videogame chip business is expected to grow 80% to $3 billion. It’s worth looking for commentary from executives about the ongoing global chip shortage. The expected increase in supply hasn’t quite materialized, according to Srivastava.</p><p><blockquote>该公司的核心视频游戏芯片业务预计将增长80%，达到30亿美元。值得寻求高管们对持续的全球芯片短缺的评论。斯里瓦斯塔瓦表示，预期的供应增加尚未完全实现。</blockquote></p><p> Shares of Nvidia slumped 2.5% during Tuesday’s regular session to $194.58, but have gained 48% this year. The benchmark PHLX Semiconductor index gained 16% in 2021.</p><p><blockquote>Nvidia股价在周二常规交易中下跌2.5%，至194.58美元，但今年已上涨48%。基准PHLX半导体指数在2021年上涨了16%。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/nvidia-reports-earnings-wednesday-heres-why-cryptocurrencies-matter-51629238799?mod=hp_LATEST\">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":{"NVDA":"英伟达"},"source_url":"https://www.barrons.com/articles/nvidia-reports-earnings-wednesday-heres-why-cryptocurrencies-matter-51629238799?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1194174383","content_text":"Tucked away in the numbers that Nvidia will post Wednesday is revenue from cryptocurrency mining chips. Investors should keep an eye on the total.\nWhy is simple: The peaks and valleys of crypto prices make it tough to peg demand for the chips, which the miners who handle the transactions need. And Nvidia (ticker: NVDA) earnings has gotten burned before when crypto prices tanked.\nThis year, though, Nvidia has done two things to protect itself: Maybe most important, it changed the design of its videogame chips that crypto miners co-optedfor their business. And the company started making a version just for miners.\nThe new chips arewhat Nvidia tracks as crypto revenue because it can’t accurately track how many videogame chips are being used for mining.\nThe company’s finance chief, Colette Kress, has forecast $400 million in crypto chip sales for the second quarter—more than double first-quarter revenue of $155 million.The consensus revenue estimate for the segment that includes mining chips is $537.5 million, up from $327 million sequentially in the first quarter.\nJust like the results for any other company, investors want the actual numbers to at least match—and better yet beat—Kress’ estimates.\nBMO Capital Markets analyst Ambrish Srivastava has put forward several estimates on the true size of Nvidia’s mining business—the new chips added to the videogame chips.\nFor the second quarter, Srivastava predicts $450 million in crypto revenue, which isn’t far off the company’s forecast; his estimate for the first quarter was $650 million, which was well above the $155 million Nvidia reported for just its mining chips.\nInvestors should hope that Nvidia—and Srivastava—are close with their numbers so they can have a better idea of just how much exposure the company has to those sometimes-volatile crypto prices. A slump in crypto prices a few years ago translated to a drop in Nvidia’s revenue by nearly a third for four straight quarters.\nThe rest of the quarter is fairly typical stuff. Overall, the consensus forecast is for adjusted earnings of $1.01 a share, on revenue of $6.3 billion.\nInvestors also should pay attention to the data center segment. Chief executive Jensen Huang has talked up the demand around data-center graphics processors, which are often used for artificial intelligence and machine-learning tasks. Wall Street expects data center revenueto grow roughly 30% to $2.3 billion.\nThe company’s core videogame chip business is expected to grow 80% to $3 billion. It’s worth looking for commentary from executives about the ongoing global chip shortage. The expected increase in supply hasn’t quite materialized, according to Srivastava.\nShares of Nvidia slumped 2.5% during Tuesday’s regular session to $194.58, but have gained 48% this year. The benchmark PHLX Semiconductor index gained 16% in 2021.","news_type":1,"symbols_score_info":{"NVDA":0.9}},"isVote":1,"tweetType":1,"viewCount":520,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":805290098,"gmtCreate":1627880999514,"gmtModify":1633755634625,"author":{"id":"3578526149260573","authorId":"3578526149260573","name":"25d87afd","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578526149260573","idStr":"3578526149260573"},"themes":[],"htmlText":"Well done. Like pls ","listText":"Well done. Like pls ","text":"Well done. Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/805290098","repostId":"2156273198","repostType":4,"isVote":1,"tweetType":1,"viewCount":365,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":176800183,"gmtCreate":1626874794242,"gmtModify":1631887038425,"author":{"id":"3578526149260573","authorId":"3578526149260573","name":"25d87afd","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578526149260573","idStr":"3578526149260573"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/D05.SI\">$DBS GROUP HOLDINGS LTD(D05.SI)$</a>Dbs ","listText":"<a href=\"https://laohu8.com/S/D05.SI\">$DBS GROUP HOLDINGS LTD(D05.SI)$</a>Dbs ","text":"$DBS GROUP HOLDINGS LTD(D05.SI)$Dbs","images":[{"img":"https://static.tigerbbs.com/856aa1ff8172f4936256dc156ffeec9c","width":"750","height":"1300"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":1,"link":"https://laohu8.com/post/176800183","isVote":1,"tweetType":1,"viewCount":922,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":155469256,"gmtCreate":1625449231875,"gmtModify":1631884665666,"author":{"id":"3578526149260573","authorId":"3578526149260573","name":"25d87afd","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578526149260573","idStr":"3578526149260573"},"themes":[],"htmlText":"Unpredictable China authority. Bad reputation. ","listText":"Unpredictable China authority. Bad reputation. ","text":"Unpredictable China authority. Bad reputation.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/155469256","repostId":"1169840279","repostType":4,"isVote":1,"tweetType":1,"viewCount":356,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":137979977,"gmtCreate":1622292055699,"gmtModify":1634102485139,"author":{"id":"3578526149260573","authorId":"3578526149260573","name":"25d87afd","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578526149260573","idStr":"3578526149260573"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/137979977","repostId":"2138948877","repostType":4,"isVote":1,"tweetType":1,"viewCount":692,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":372117551,"gmtCreate":1619185838073,"gmtModify":1634287917054,"author":{"id":"3578526149260573","authorId":"3578526149260573","name":"25d87afd","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578526149260573","idStr":"3578526149260573"},"themes":[],"htmlText":"Not my preference 😆😆","listText":"Not my preference 😆😆","text":"Not my preference 😆😆","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/372117551","repostId":"1143062408","repostType":4,"isVote":1,"tweetType":1,"viewCount":294,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":182266555,"gmtCreate":1623578993077,"gmtModify":1631887038910,"author":{"id":"3578526149260573","authorId":"3578526149260573","name":"25d87afd","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578526149260573","idStr":"3578526149260573"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/D05.SI\">$DBS GROUP HOLDINGS LTD(D05.SI)$</a>Safe play - local bank","listText":"<a href=\"https://laohu8.com/S/D05.SI\">$DBS GROUP HOLDINGS LTD(D05.SI)$</a>Safe play - local bank","text":"$DBS GROUP HOLDINGS LTD(D05.SI)$Safe play - local bank","images":[{"img":"https://static.tigerbbs.com/76c834c8cea0e60913d60a73f15a6158","width":"750","height":"1300"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":1,"link":"https://laohu8.com/post/182266555","isVote":1,"tweetType":1,"viewCount":934,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":374865831,"gmtCreate":1619438976123,"gmtModify":1634273496213,"author":{"id":"3578526149260573","authorId":"3578526149260573","name":"25d87afd","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578526149260573","idStr":"3578526149260573"},"themes":[],"htmlText":"Busy week ","listText":"Busy week ","text":"Busy week","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/374865831","repostId":"1184404050","repostType":4,"isVote":1,"tweetType":1,"viewCount":412,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":810877432,"gmtCreate":1629967768326,"gmtModify":1631889788809,"author":{"id":"3578526149260573","authorId":"3578526149260573","name":"25d87afd","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578526149260573","idStr":"3578526149260573"},"themes":[],"htmlText":"So wise to bow out when it’s deem not viable. Wisdom not pride prevailed. Well done Razer. ","listText":"So wise to bow out when it’s deem not viable. Wisdom not pride prevailed. Well done Razer. ","text":"So wise to bow out when it’s deem not viable. Wisdom not pride prevailed. Well done Razer.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/810877432","repostId":"1193702821","repostType":4,"repost":{"id":"1193702821","kind":"news","pubTimestamp":1629967144,"share":"https://www.laohu8.com/m/news/1193702821?lang=zh_CN&edition=full","pubTime":"2021-08-26 16:39","market":"sg","language":"en","title":"Singapore's Razer gives up costly ASEAN e-wallet battle<blockquote>新加坡雷蛇放弃代价高昂的东盟电子钱包之战</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1193702821","media":"Nikkei Asia","summary":"More consolidation expected as big players invest heavily in user acquisition","content":"<p>More consolidation expected as big players invest heavily in user acquisition</p><p><blockquote>随着大型企业大力投资用户获取，预计将出现更多整合</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/457780c99df63262b95067e8507daa9b\" tg-width=\"1400\" tg-height=\"787\" width=\"100%\" height=\"auto\"><span>Razer Pay will be shut down at the end of September as e-wallet competition heats up in Southeast Asia.</span></p><p><blockquote><p class=\"t-img-caption\"><span>随着东南亚电子钱包竞争的升温，Razer Pay将于9月底关闭。</span></p></blockquote></p><p> SINGAPORE -- The high-cost battle to capture Southeast Asia's growing e-wallet market has claimed a major casualty, with Singaporean startup Razer announcing it will shut down a business that had over 1 million users.</p><p><blockquote>新加坡——占领东南亚不断增长的电子钱包市场的高成本战斗造成了重大伤亡，新加坡初创公司Razer宣布将关闭一家拥有超过100万用户的业务。</blockquote></p><p> Razer, primarily a gaming hardware maker, will stop its Razer Pay e-wallet at the end of September. The withdrawal could make other tech companies rethink their e-wallet strategy and pave the way for industry consolidation.</p><p><blockquote>主要是游戏硬件制造商Razer将于9月底停止其Razer Pay电子钱包。此次退出可能会让其他科技公司重新思考其电子钱包战略，并为行业整合铺平道路。</blockquote></p><p> \"The app will no longer be available from October 1, 2021 onwards,\" Razer said in a notice on its website, instructing account holders to withdraw their balance. Payments will only be accepted until the end of this month, and new sign-ups are no longer allowed.</p><p><blockquote>Razer在其网站上的一份通知中表示：“从2021年10月1日起，该应用程序将不再可用。”并指示账户持有人提取余额。付款只接受到本月底，不再允许新注册。</blockquote></p><p> Razer's e-wallet shutdown comes as the high costs of customer acquisition weigh on operators. The company explained it will narrow its focus to business-to-business digital payments, in which it provides payment processing services for merchants.</p><p><blockquote>Razer关闭电子钱包之际，高昂的客户获取成本给运营商带来了压力。该公司解释说，它将把重点缩小到企业对企业数字支付，为商家提供支付处理服务。</blockquote></p><p> \"We took the view that if you have capital -- not unlimited -- and if you want to invest in certain areas, it was the decision that the B2B business has the opportunity,\" said Lee Li Meng, Razer's chief strategy officer and head of its fintech unit. He told reporters on Wednesday that the e-wallet business involves a lot of user acquisition costs, \"especially in Southeast Asia.\"</p><p><blockquote>Razer首席战略官兼金融科技部门负责人Lee Li Meng表示：“我们认为，如果你有资本——不是无限的——并且你想在某些领域投资，那么B2B业务就有机会。”他周三对记者表示，电子钱包业务涉及大量用户获取成本，“尤其是在东南亚地区。”</blockquote></p><p> Razer Pay was launched first in Malaysia in July 2018 and then Singapore in March 2019, acquiring about 1.1 million users in total.</p><p><blockquote>Razer Pay于2018年7月首先在马来西亚推出，然后于2019年3月在新加坡推出，总共获得了约110万用户。</blockquote></p><p> Originally, Razer started the payment service to allow gamers to buy its gaming items online. Then it expanded the service for nongamers by installing it at offline merchants such as convenience stores and even vending machines. Touted as an \"e-wallet for youths and millennials,\" it targeted young consumers, including those who do not have a bank account or a credit card.</p><p><blockquote>最初，Razer推出支付服务是为了让游戏玩家在线购买其游戏物品。然后，它通过在便利店甚至自动售货机等线下商家安装它来扩展针对非游戏玩家的服务。它被吹捧为“年轻人和千禧一代的电子钱包”，目标客户是年轻消费者，包括那些没有银行账户或信用卡的人。</blockquote></p><p> But competition in the field only intensified. Like Razer, many tech companies entered the e-wallet space as an extension of their existing business, such as ride-hailing, hoping to tap the region's nascent payment market. Malaysia alone, for example, had 53 providers as of October last year, of which 47 were not banks, according to a report by S&P Global.</p><p><blockquote>但该领域的竞争只会加剧。与雷蛇一样，许多科技公司进入电子钱包领域，作为其现有业务（例如网约车）的延伸，希望利用该地区新兴的支付市场。例如，根据S&P Global的一份报告，截至去年10月，仅马来西亚就有53家提供商，其中47家不是银行。</blockquote></p><p> The biggest e-wallet operators in Southeast Asia include Singapore's Grab and Indonesia's Gojek. They have been aggressively expanding GrabPay and GoPay as the core of their \"superapp\" strategies. There are also well-funded local champions such as Vietnam's MoMo. Traditional banks, like DBS Group Holdings, also have a strong presence.</p><p><blockquote>东南亚最大的电子钱包运营商包括新加坡的Grab和印度尼西亚的Gojek。他们一直在积极扩展GrabPay和GoPay，作为其“超级应用”战略的核心。还有资金雄厚的本土冠军企业，如越南的陌陌。星展集团控股等传统银行也拥有强大的影响力。</blockquote></p><p> Notably, Singapore's e-commerce giant Sea has dramatically increased its e-wallet presence over the past year as the COVID-19 pandemic accelerated digitalization. It spent as much as $166 million on marketing its digital finance business during the April-June quarter, such as cash-back campaigns, resulting in a quarterly operating loss of $159 million for that business.</p><p><blockquote>值得注意的是，随着COVID-19大流行加速数字化，新加坡电子商务巨头Sea在过去一年中大幅增加了其电子钱包业务。该公司在4月至6月季度期间花费了高达1.66亿美元用于营销其数字金融业务，例如现金返还活动，导致该业务季度运营亏损1.59亿美元。</blockquote></p><p> \"For a platform that primarily centers on gaming, convincing both existing Razer users and, more importantly, new users to use Razer Pay would have been incredibly challenging and expensive, especially as gaming doesn't naturally tie into spending money, say, in a convenience store or buying groceries online,\" said Zennon Kapron, director at financial research company Kapronasia in Singapore.</p><p><blockquote>“对于一个主要以游戏为中心的平台来说，说服现有Razer用户，更重要的是，说服新用户使用Razer Pay将是非常具有挑战性和昂贵的，特别是因为游戏并不自然地与花钱挂钩，比如在便利店或在线购买杂货，”新加坡金融研究公司Kapronasia总监Zennon Kapron表示。</blockquote></p><p> \"Razer seems to have come to the realization that continuing to grow the e-wallet business would have been both incredibly expensive and a continuing distraction to their core business of gaming.\"</p><p><blockquote>“雷蛇似乎已经意识到，继续发展电子钱包业务不仅成本高昂，而且会持续分散其核心游戏业务的注意力。”</blockquote></p><p> Indeed, Razer appears to be much more focused on its core gaming business, which has steadily grown throughout the pandemic. On Wednesday, the Hong Kong-listed company reported a net profit of $33.9 million for the six months through June, compared with a $17.3 million net loss a year earlier.</p><p><blockquote>事实上，雷蛇似乎更加专注于其核心游戏业务，该业务在整个大流行期间稳步增长。周三，这家在香港上市的公司公布截至6月份的六个月净利润为3390万美元，而去年同期净亏损为1730万美元。</blockquote></p><p> Meanwhile, the focus of Southeast Asia's e-wallet battle is shifting to the next phase. E-wallet operators hope to add other services such as online lending and microinsurance to scale their fintech businesses. Sea, for example, acquired a bank in Indonesia to provide digital banking services in the country.</p><p><blockquote>与此同时，东南亚电子钱包大战的焦点正在转移到下一阶段。电子钱包运营商希望增加在线贷款和小额保险等其他服务，以扩大其金融科技业务。例如，Sea收购了印度尼西亚的一家银行，在该国提供数字银行服务。</blockquote></p><p> Razer had also eyed that direction. It applied for a digital banking license in Singapore. \"We know in the long run a wallet by itself, just as a payment, is something that's very difficult to make money [with] because there's competition not just in a country but regionally with the bigger players,\" Lee told Nikkei Asia in an interview in early 2020.</p><p><blockquote>雷蛇也看向了那个方向。它在新加坡申请了数字银行牌照。李在接受《日经亚洲》采访时表示：“我们知道，从长远来看，钱包本身，就像一种支付方式一样，很难赚钱，因为不仅在一个国家，而且在地区范围内都存在与更大参与者的竞争。”2020年初的一次采访。</blockquote></p><p></p><p> But Razer lost in the digital bank bidding to Sea and Grab, which might have made the company rethink its consumer fintech strategy.</p><p><blockquote>但Razer在数字银行竞购中输给了Sea和Grab，这可能会让该公司重新思考其消费者金融科技战略。</blockquote></p><p> With Razer heading for the exit, the pressure is growing for other e-wallet players.</p><p><blockquote>随着雷蛇走向退出，其他电子钱包玩家的压力也越来越大。</blockquote></p><p> \"Losses appear to be mounting for technology firms,\" an analyst at S&P Global said in the report, pointing out that revenues from payment services are limited. \"The e-money market could see consolidation, and the tech firms are likely to seek mergers or close collaborations.\"</p><p><blockquote>标准普尔全球分析师在报告中表示：“科技公司的损失似乎正在增加。”他指出，支付服务的收入有限。“电子货币市场可能会出现整合，科技公司可能会寻求合并或密切合作。”</blockquote></p><p> Kapron pointed out that a unique value proposition is critical for an e-wallet. \"The e-wallet space in ASEAN won't be won necessarily by size, but by ecosystem,\" he said, noting that Tencent Holdings' WeChat Pay in China is successful because millions of Chinese use the app not just to pay for things but also to chat with friends and be entertained.</p><p><blockquote>Kapron指出，独特的价值主张对于电子钱包至关重要。他表示：“东盟的电子钱包空间不一定取决于规模，而是取决于生态系统。”他指出，腾讯控股控股在中国的微信支付之所以成功，是因为数百万中国人使用该应用程序不仅是为了支付东西，也是为了与朋友聊天和娱乐。</blockquote></p><p> \"The ASEAN wallet that is able to provide a similar sticky value proposition that encourages users to use the platform on a daily basis will be the winner,\" Kapron said.</p><p><blockquote>Kapron表示：“能够提供类似粘性价值主张、鼓励用户每天使用该平台的东盟钱包将成为赢家。”</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>Singapore's Razer gives up costly ASEAN e-wallet battle<blockquote>新加坡雷蛇放弃代价高昂的东盟电子钱包之战</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; 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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\">\nSingapore's Razer gives up costly ASEAN e-wallet battle<blockquote>新加坡雷蛇放弃代价高昂的东盟电子钱包之战</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Nikkei Asia</strong><span class=\"h-time small\">2021-08-26 16:39</span>\n</p>\n</h4>\n</header>\n<article>\n<p>More consolidation expected as big players invest heavily in user acquisition</p><p><blockquote>随着大型企业大力投资用户获取，预计将出现更多整合</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/457780c99df63262b95067e8507daa9b\" tg-width=\"1400\" tg-height=\"787\" width=\"100%\" height=\"auto\"><span>Razer Pay will be shut down at the end of September as e-wallet competition heats up in Southeast Asia.</span></p><p><blockquote><p class=\"t-img-caption\"><span>随着东南亚电子钱包竞争的升温，Razer Pay将于9月底关闭。</span></p></blockquote></p><p> SINGAPORE -- The high-cost battle to capture Southeast Asia's growing e-wallet market has claimed a major casualty, with Singaporean startup Razer announcing it will shut down a business that had over 1 million users.</p><p><blockquote>新加坡——占领东南亚不断增长的电子钱包市场的高成本战斗造成了重大伤亡，新加坡初创公司Razer宣布将关闭一家拥有超过100万用户的业务。</blockquote></p><p> Razer, primarily a gaming hardware maker, will stop its Razer Pay e-wallet at the end of September. The withdrawal could make other tech companies rethink their e-wallet strategy and pave the way for industry consolidation.</p><p><blockquote>主要是游戏硬件制造商Razer将于9月底停止其Razer Pay电子钱包。此次退出可能会让其他科技公司重新思考其电子钱包战略，并为行业整合铺平道路。</blockquote></p><p> \"The app will no longer be available from October 1, 2021 onwards,\" Razer said in a notice on its website, instructing account holders to withdraw their balance. Payments will only be accepted until the end of this month, and new sign-ups are no longer allowed.</p><p><blockquote>Razer在其网站上的一份通知中表示：“从2021年10月1日起，该应用程序将不再可用。”并指示账户持有人提取余额。付款只接受到本月底，不再允许新注册。</blockquote></p><p> Razer's e-wallet shutdown comes as the high costs of customer acquisition weigh on operators. The company explained it will narrow its focus to business-to-business digital payments, in which it provides payment processing services for merchants.</p><p><blockquote>Razer关闭电子钱包之际，高昂的客户获取成本给运营商带来了压力。该公司解释说，它将把重点缩小到企业对企业数字支付，为商家提供支付处理服务。</blockquote></p><p> \"We took the view that if you have capital -- not unlimited -- and if you want to invest in certain areas, it was the decision that the B2B business has the opportunity,\" said Lee Li Meng, Razer's chief strategy officer and head of its fintech unit. He told reporters on Wednesday that the e-wallet business involves a lot of user acquisition costs, \"especially in Southeast Asia.\"</p><p><blockquote>Razer首席战略官兼金融科技部门负责人Lee Li Meng表示：“我们认为，如果你有资本——不是无限的——并且你想在某些领域投资，那么B2B业务就有机会。”他周三对记者表示，电子钱包业务涉及大量用户获取成本，“尤其是在东南亚地区。”</blockquote></p><p> Razer Pay was launched first in Malaysia in July 2018 and then Singapore in March 2019, acquiring about 1.1 million users in total.</p><p><blockquote>Razer Pay于2018年7月首先在马来西亚推出，然后于2019年3月在新加坡推出，总共获得了约110万用户。</blockquote></p><p> Originally, Razer started the payment service to allow gamers to buy its gaming items online. Then it expanded the service for nongamers by installing it at offline merchants such as convenience stores and even vending machines. Touted as an \"e-wallet for youths and millennials,\" it targeted young consumers, including those who do not have a bank account or a credit card.</p><p><blockquote>最初，Razer推出支付服务是为了让游戏玩家在线购买其游戏物品。然后，它通过在便利店甚至自动售货机等线下商家安装它来扩展针对非游戏玩家的服务。它被吹捧为“年轻人和千禧一代的电子钱包”，目标客户是年轻消费者，包括那些没有银行账户或信用卡的人。</blockquote></p><p> But competition in the field only intensified. Like Razer, many tech companies entered the e-wallet space as an extension of their existing business, such as ride-hailing, hoping to tap the region's nascent payment market. Malaysia alone, for example, had 53 providers as of October last year, of which 47 were not banks, according to a report by S&P Global.</p><p><blockquote>但该领域的竞争只会加剧。与雷蛇一样，许多科技公司进入电子钱包领域，作为其现有业务（例如网约车）的延伸，希望利用该地区新兴的支付市场。例如，根据S&P Global的一份报告，截至去年10月，仅马来西亚就有53家提供商，其中47家不是银行。</blockquote></p><p> The biggest e-wallet operators in Southeast Asia include Singapore's Grab and Indonesia's Gojek. They have been aggressively expanding GrabPay and GoPay as the core of their \"superapp\" strategies. There are also well-funded local champions such as Vietnam's MoMo. Traditional banks, like DBS Group Holdings, also have a strong presence.</p><p><blockquote>东南亚最大的电子钱包运营商包括新加坡的Grab和印度尼西亚的Gojek。他们一直在积极扩展GrabPay和GoPay，作为其“超级应用”战略的核心。还有资金雄厚的本土冠军企业，如越南的陌陌。星展集团控股等传统银行也拥有强大的影响力。</blockquote></p><p> Notably, Singapore's e-commerce giant Sea has dramatically increased its e-wallet presence over the past year as the COVID-19 pandemic accelerated digitalization. It spent as much as $166 million on marketing its digital finance business during the April-June quarter, such as cash-back campaigns, resulting in a quarterly operating loss of $159 million for that business.</p><p><blockquote>值得注意的是，随着COVID-19大流行加速数字化，新加坡电子商务巨头Sea在过去一年中大幅增加了其电子钱包业务。该公司在4月至6月季度期间花费了高达1.66亿美元用于营销其数字金融业务，例如现金返还活动，导致该业务季度运营亏损1.59亿美元。</blockquote></p><p> \"For a platform that primarily centers on gaming, convincing both existing Razer users and, more importantly, new users to use Razer Pay would have been incredibly challenging and expensive, especially as gaming doesn't naturally tie into spending money, say, in a convenience store or buying groceries online,\" said Zennon Kapron, director at financial research company Kapronasia in Singapore.</p><p><blockquote>“对于一个主要以游戏为中心的平台来说，说服现有Razer用户，更重要的是，说服新用户使用Razer Pay将是非常具有挑战性和昂贵的，特别是因为游戏并不自然地与花钱挂钩，比如在便利店或在线购买杂货，”新加坡金融研究公司Kapronasia总监Zennon Kapron表示。</blockquote></p><p> \"Razer seems to have come to the realization that continuing to grow the e-wallet business would have been both incredibly expensive and a continuing distraction to their core business of gaming.\"</p><p><blockquote>“雷蛇似乎已经意识到，继续发展电子钱包业务不仅成本高昂，而且会持续分散其核心游戏业务的注意力。”</blockquote></p><p> Indeed, Razer appears to be much more focused on its core gaming business, which has steadily grown throughout the pandemic. On Wednesday, the Hong Kong-listed company reported a net profit of $33.9 million for the six months through June, compared with a $17.3 million net loss a year earlier.</p><p><blockquote>事实上，雷蛇似乎更加专注于其核心游戏业务，该业务在整个大流行期间稳步增长。周三，这家在香港上市的公司公布截至6月份的六个月净利润为3390万美元，而去年同期净亏损为1730万美元。</blockquote></p><p> Meanwhile, the focus of Southeast Asia's e-wallet battle is shifting to the next phase. E-wallet operators hope to add other services such as online lending and microinsurance to scale their fintech businesses. Sea, for example, acquired a bank in Indonesia to provide digital banking services in the country.</p><p><blockquote>与此同时，东南亚电子钱包大战的焦点正在转移到下一阶段。电子钱包运营商希望增加在线贷款和小额保险等其他服务，以扩大其金融科技业务。例如，Sea收购了印度尼西亚的一家银行，在该国提供数字银行服务。</blockquote></p><p> Razer had also eyed that direction. It applied for a digital banking license in Singapore. \"We know in the long run a wallet by itself, just as a payment, is something that's very difficult to make money [with] because there's competition not just in a country but regionally with the bigger players,\" Lee told Nikkei Asia in an interview in early 2020.</p><p><blockquote>雷蛇也看向了那个方向。它在新加坡申请了数字银行牌照。李在接受《日经亚洲》采访时表示：“我们知道，从长远来看，钱包本身，就像一种支付方式一样，很难赚钱，因为不仅在一个国家，而且在地区范围内都存在与更大参与者的竞争。”2020年初的一次采访。</blockquote></p><p></p><p> But Razer lost in the digital bank bidding to Sea and Grab, which might have made the company rethink its consumer fintech strategy.</p><p><blockquote>但Razer在数字银行竞购中输给了Sea和Grab，这可能会让该公司重新思考其消费者金融科技战略。</blockquote></p><p> With Razer heading for the exit, the pressure is growing for other e-wallet players.</p><p><blockquote>随着雷蛇走向退出，其他电子钱包玩家的压力也越来越大。</blockquote></p><p> \"Losses appear to be mounting for technology firms,\" an analyst at S&P Global said in the report, pointing out that revenues from payment services are limited. \"The e-money market could see consolidation, and the tech firms are likely to seek mergers or close collaborations.\"</p><p><blockquote>标准普尔全球分析师在报告中表示：“科技公司的损失似乎正在增加。”他指出，支付服务的收入有限。“电子货币市场可能会出现整合，科技公司可能会寻求合并或密切合作。”</blockquote></p><p> Kapron pointed out that a unique value proposition is critical for an e-wallet. \"The e-wallet space in ASEAN won't be won necessarily by size, but by ecosystem,\" he said, noting that Tencent Holdings' WeChat Pay in China is successful because millions of Chinese use the app not just to pay for things but also to chat with friends and be entertained.</p><p><blockquote>Kapron指出，独特的价值主张对于电子钱包至关重要。他表示：“东盟的电子钱包空间不一定取决于规模，而是取决于生态系统。”他指出，腾讯控股控股在中国的微信支付之所以成功，是因为数百万中国人使用该应用程序不仅是为了支付东西，也是为了与朋友聊天和娱乐。</blockquote></p><p> \"The ASEAN wallet that is able to provide a similar sticky value proposition that encourages users to use the platform on a daily basis will be the winner,\" Kapron said.</p><p><blockquote>Kapron表示：“能够提供类似粘性价值主张、鼓励用户每天使用该平台的东盟钱包将成为赢家。”</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://asia.nikkei.com/Business/Startups/Singapore-s-Razer-gives-up-costly-ASEAN-e-wallet-battle\">Nikkei Asia</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":{"STI.SI":"富时新加坡海峡指数"},"source_url":"https://asia.nikkei.com/Business/Startups/Singapore-s-Razer-gives-up-costly-ASEAN-e-wallet-battle","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1193702821","content_text":"More consolidation expected as big players invest heavily in user acquisition\nRazer Pay will be shut down at the end of September as e-wallet competition heats up in Southeast Asia.\nSINGAPORE -- The high-cost battle to capture Southeast Asia's growing e-wallet market has claimed a major casualty, with Singaporean startup Razer announcing it will shut down a business that had over 1 million users.\nRazer, primarily a gaming hardware maker, will stop its Razer Pay e-wallet at the end of September. The withdrawal could make other tech companies rethink their e-wallet strategy and pave the way for industry consolidation.\n\"The app will no longer be available from October 1, 2021 onwards,\" Razer said in a notice on its website, instructing account holders to withdraw their balance. Payments will only be accepted until the end of this month, and new sign-ups are no longer allowed.\nRazer's e-wallet shutdown comes as the high costs of customer acquisition weigh on operators. The company explained it will narrow its focus to business-to-business digital payments, in which it provides payment processing services for merchants.\n\"We took the view that if you have capital -- not unlimited -- and if you want to invest in certain areas, it was the decision that the B2B business has the opportunity,\" said Lee Li Meng, Razer's chief strategy officer and head of its fintech unit. He told reporters on Wednesday that the e-wallet business involves a lot of user acquisition costs, \"especially in Southeast Asia.\"\nRazer Pay was launched first in Malaysia in July 2018 and then Singapore in March 2019, acquiring about 1.1 million users in total.\nOriginally, Razer started the payment service to allow gamers to buy its gaming items online. Then it expanded the service for nongamers by installing it at offline merchants such as convenience stores and even vending machines. Touted as an \"e-wallet for youths and millennials,\" it targeted young consumers, including those who do not have a bank account or a credit card.\nBut competition in the field only intensified. Like Razer, many tech companies entered the e-wallet space as an extension of their existing business, such as ride-hailing, hoping to tap the region's nascent payment market. Malaysia alone, for example, had 53 providers as of October last year, of which 47 were not banks, according to a report by S&P Global.\nThe biggest e-wallet operators in Southeast Asia include Singapore's Grab and Indonesia's Gojek. They have been aggressively expanding GrabPay and GoPay as the core of their \"superapp\" strategies. There are also well-funded local champions such as Vietnam's MoMo. Traditional banks, like DBS Group Holdings, also have a strong presence.\nNotably, Singapore's e-commerce giant Sea has dramatically increased its e-wallet presence over the past year as the COVID-19 pandemic accelerated digitalization. It spent as much as $166 million on marketing its digital finance business during the April-June quarter, such as cash-back campaigns, resulting in a quarterly operating loss of $159 million for that business.\n\"For a platform that primarily centers on gaming, convincing both existing Razer users and, more importantly, new users to use Razer Pay would have been incredibly challenging and expensive, especially as gaming doesn't naturally tie into spending money, say, in a convenience store or buying groceries online,\" said Zennon Kapron, director at financial research company Kapronasia in Singapore.\n\"Razer seems to have come to the realization that continuing to grow the e-wallet business would have been both incredibly expensive and a continuing distraction to their core business of gaming.\"\nIndeed, Razer appears to be much more focused on its core gaming business, which has steadily grown throughout the pandemic. On Wednesday, the Hong Kong-listed company reported a net profit of $33.9 million for the six months through June, compared with a $17.3 million net loss a year earlier.\nMeanwhile, the focus of Southeast Asia's e-wallet battle is shifting to the next phase. E-wallet operators hope to add other services such as online lending and microinsurance to scale their fintech businesses. Sea, for example, acquired a bank in Indonesia to provide digital banking services in the country.\nRazer had also eyed that direction. It applied for a digital banking license in Singapore. \"We know in the long run a wallet by itself, just as a payment, is something that's very difficult to make money [with] because there's competition not just in a country but regionally with the bigger players,\" Lee told Nikkei Asia in an interview in early 2020.\nBut Razer lost in the digital bank bidding to Sea and Grab, which might have made the company rethink its consumer fintech strategy.\nWith Razer heading for the exit, the pressure is growing for other e-wallet players.\n\"Losses appear to be mounting for technology firms,\" an analyst at S&P Global said in the report, pointing out that revenues from payment services are limited. \"The e-money market could see consolidation, and the tech firms are likely to seek mergers or close collaborations.\"\nKapron pointed out that a unique value proposition is critical for an e-wallet. \"The e-wallet space in ASEAN won't be won necessarily by size, but by ecosystem,\" he said, noting that Tencent Holdings' WeChat Pay in China is successful because millions of Chinese use the app not just to pay for things but also to chat with friends and be entertained.\n\"The ASEAN wallet that is able to provide a similar sticky value proposition that encourages users to use the platform on a daily basis will be the winner,\" Kapron said.","news_type":1,"symbols_score_info":{"STI.SI":0.9}},"isVote":1,"tweetType":1,"viewCount":277,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":808011651,"gmtCreate":1627543122373,"gmtModify":1633763960508,"author":{"id":"3578526149260573","authorId":"3578526149260573","name":"25d87afd","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578526149260573","idStr":"3578526149260573"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/09988\">$Alibaba(09988)$</a>Lesson learnt - no more buying of China tech stocks. The regulators suka suka one. Unfriendly to investors. No Confident in China stocks Liao ","listText":"<a href=\"https://laohu8.com/S/09988\">$Alibaba(09988)$</a>Lesson learnt - no more buying of China tech stocks. The regulators suka suka one. Unfriendly to investors. No Confident in China stocks Liao ","text":"$Alibaba(09988)$Lesson learnt - no more buying of China tech stocks. The regulators suka suka one. Unfriendly to investors. No Confident in China stocks Liao","images":[{"img":"https://static.tigerbbs.com/172eb414838621b15ff79c66fb3003c7","width":"750","height":"1300"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/808011651","isVote":1,"tweetType":1,"viewCount":952,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":100006889,"gmtCreate":1619568061241,"gmtModify":1634211760861,"author":{"id":"3578526149260573","authorId":"3578526149260573","name":"25d87afd","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578526149260573","idStr":"3578526149260573"},"themes":[],"htmlText":"Cloud - the mainstay ","listText":"Cloud - the mainstay ","text":"Cloud - the mainstay","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/100006889","repostId":"1157918353","repostType":4,"repost":{"id":"1157918353","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1619566409,"share":"https://www.laohu8.com/m/news/1157918353?lang=zh_CN&edition=full","pubTime":"2021-04-28 07:33","market":"us","language":"en","title":"Microsoft sales grow on cloud strength, shares dip on heightened valuation<blockquote>微软销售额因云实力而增长，股价因估值上升而下跌</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1157918353","media":"Tiger Newspress","summary":"Microsoft exceeded analysts’ estimates on the top and bottom lines, as well as revenue guidance.Windows revenue growth from device makers was higher than the company had predicted.Azure cloud revenue growth was flat from the prior quarter.Microsoft shares moved 2.6% lower in extended trading Tuesday after the software maker announced fiscal third-quarter earnings and quarterly revenue guidance that came in stronger than analysts had expected. The company’s operating margin narrowed somewhat as c","content":"<p><b>KEY POINTS</b></p><p><blockquote><b>要点</b></blockquote></p><p> <ul> <li>Microsoft exceeded analysts’ estimates on the top and bottom lines, as well as revenue guidance.</li> <li>Windows revenue growth from device makers was higher than the company had predicted.</li> <li>Azure cloud revenue growth was flat from the prior quarter.</li> </ul> Microsoft shares moved 2.6% lower in extended trading Tuesday after the software maker announced fiscal third-quarter earnings and quarterly revenue guidance that came in stronger than analysts had expected. The company’s operating margin narrowed somewhat as cloud became a larger part of its business.</p><p><blockquote><ul><li>微软的营收和利润以及收入指引超出了分析师的预期。</li><li>来自设备制造商的Windows收入增长高于该公司的预期。</li><li>Azure云收入增长与上一季度持平。</li></ul>软件制造商微软公布了强于分析师预期的第三财季盈利和季度收入指引后，该公司股价周二在盘后交易中下跌2.6%。随着云计算成为其业务的重要组成部分，该公司的营业利润率有所收窄。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/37e56904b785cd612b360cb4662adcab\" tg-width=\"1302\" tg-height=\"833\"></p><p><blockquote></blockquote></p><p> Here’s how the company did:</p><p><blockquote>该公司的做法如下：</blockquote></p><p> <ul> <li><b>Earnings:</b>$1.95 per share, adjusted, vs. $1.78 per share as expected by analysts, according to Refinitiv.</li> <li><b>Revenue:</b>$41.71 billion, vs. $41.03 billion as expected by analysts, according to Refinitiv.</li> </ul> The software and hardware maker posted 19% annualized revenue growth for the quarter, which ended March 31, according to a statement. That’s the biggest quarterly increase the company has posted since 2018, thanks in part to gains in PC sales resulting from coronavirus-driven shortages last year.</p><p><blockquote><ul><li><b>收益：</b>根据Refinitiv的数据，调整后每股1.95美元，而分析师预期为每股1.78美元。</li><li><b>收入：</b>根据Refinitiv的数据，为417.1亿美元，而分析师预期为410.3亿美元。</li></ul>根据一份声明，这家软件和硬件制造商公布截至3月31日的季度年化收入增长19%。这是该公司自2018年以来最大的季度增幅，部分原因是去年冠状病毒导致的短缺导致PC销量增长。</blockquote></p><p> The company said its Azure public cloud, which competes with market leader Amazon Web Services, grew 50%, faster than the 46% growth analysts had expected, according to a CNBC review of 14 equity research notes. In the prior quarter Azure revenue grew 50%. Microsoft does not disclose Azure revenue in dollars.</p><p><blockquote>根据CNBC对14份股票研究报告的评论，该公司表示，与市场领导者亚马逊网络服务竞争的Azure公共云增长了50%，快于分析师预期的46%增长。上一季度，Azure收入增长了50%。微软没有披露Azure的美元收入。</blockquote></p><p> With respect to guidance, Microsoft is expecting $43.6 billion to $44.5 billion in revenue in the fiscal fourth quarter, said Amy Hood, Microsoft’s finance chief, on a conference call with analysts. At the middle of the range that would represent 16% growth, more than the $42.98 billion consensus estimate among analysts polled by Refinitiv.</p><p><blockquote>微软首席财务官Amy Hood在与分析师举行的电话会议上表示，关于指引，微软预计第四财季营收为436亿至445亿美元。处于16%增长区间的中间，高于Refinitiv调查的分析师普遍预期的429.8亿美元。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/04deaac8d015743ca14f06c8b77bd26e\" tg-width=\"1910\" tg-height=\"1549\"></p><p><blockquote></blockquote></p><p> Microsoft’s Intelligent Cloud segment delivered $15.12 billion in revenue in the fiscal third quarter. That was up 23% year over year and above the FactSet consensus estimate of $14.92 billion. Intelligent Cloud contains Azure, Windows Server, SQL Server, Visual Studio, GitHub and Enterprise Services.</p><p><blockquote>微软智能云部门第三财季实现营收151.2亿美元。这一数字同比增长23%，高于FactSet 149.2亿美元的共识预期。智能云包含Azure、Windows Server、SQL Server、Visual Studio、GitHub和企业服务。</blockquote></p><p> The Productivity and Business Processes segment, containing Office, Dynamics and LinkedIn, contributed $13.55 billion in revenue, up 15% and more than the $13.49 billion FactSet consensus. The Teams chat and calling app reached 145 million daily active users, up from 115 million in October, Microsoft CEO Satya Nadella said on the call.</p><p><blockquote>包括Office、Dynamics和LinkedIn在内的生产力和业务流程部门贡献了135.5亿美元的收入，增长了15%，超过了FactSet预期的134.9亿美元。微软首席执行官Satya Nadella在看涨期权上表示，Teams聊天和通话应用程序的日活跃用户达到1.45亿，高于10月份的1.15亿。</blockquote></p><p> The company’s More Personal Computing unit, which includes Windows, gaming, devices and search, came up with $13.04 billion in revenue. That was up almost 19% and higher than the $12.55 billion consensus. Technology research company Gartner estimated earlier this month that PC manufacturers shipped nearly 70 million units in the quarter, 32% more than in the year-ago quarter, the fastest growth since Gartner started tracking the PC market in 2000.</p><p><blockquote>该公司的更多个人计算部门，包括Windows、游戏、设备和搜索，收入为130.4亿美元。这一数字增长了近19%，高于125.5亿美元的共识。技术研究公司Gartner本月早些时候估计，PC制造商本季度出货量接近7000万台，比去年同期增长32%，这是Gartner自2000年开始跟踪PC市场以来的最快增长。</blockquote></p><p> That benefits Microsoft’s sales of Windows licenses to PC makers, which were up 10%. There are now over 1.3 billion monthly active devices running the Windows 10 operating system, Nadella said.</p><p><blockquote>这有利于微软向个人电脑制造商销售Windows许可证，增长了10%。纳德拉表示，现在每月有超过13亿台活跃设备运行Windows 10操作系统。</blockquote></p><p> The outcome was greater than Microsoft itself had forecast. In January, Hood called for Windows license revenue from device makers to be up in the low single digits.</p><p><blockquote>结果比微软自己预测的要好。一月份，胡德呼吁设备制造商的Windows许可收入保持在低个位数。</blockquote></p><p> The PC market endured “significant ongoing constraints in the supply chain,” Hood said on Tuesday.</p><p><blockquote>胡德周二表示，个人电脑市场经历了“供应链中持续的重大限制”。</blockquote></p><p> At the same time, the gross margin for Microsoft’s broad Commercial Cloud category of products — including Azure, commercial subscriptions to the Office 365 productivity bundle, cloud-based Dynamics 365 enterprise applications and commercial parts of LinkedIn — narrowed to 70% from 71%. The number is important to investors who want to see that Microsoft can continue to make Azure more profitable.</p><p><blockquote>与此同时，微软广泛的商业云类别产品（包括Azure、Office 365生产力捆绑包的商业订阅、基于云的Dynamics 365企业应用程序和LinkedIn的商业部分）的毛利率从71%收窄至70%。对于希望看到微软能够继续让Azure盈利更高的投资者来说，这个数字很重要。</blockquote></p><p> The operating margin for the Intelligent Cloud segment that includes Azure also narrowed to 42.5% from about 44.5%. Microsoft’s overall operating margin came in at 40.9%, down from 41.6%.</p><p><blockquote>包括Azure在内的智能云部门的营业利润率也从约44.5%收窄至42.5%。微软的整体营业利润率为40.9%，低于41.6%。</blockquote></p><p> Microsoft said in the quarter it had won a U.S. Army contract worth up to $21.9 billion over a decade for augmented reality headsets based on its latest HoloLens device. The company also issued patches to address vulnerabilities in its Exchange Server on-premises email and calendar software that Chinese hackers exploited. It also closed the $8.1 billion acquisition of video game maker ZeniMax Media.</p><p><blockquote>微软表示，本季度它赢得了美国。陆军合同在十年内价值高达219亿美元，用于基于其最新HoloLens设备的增强现实耳机。该公司还发布了补丁，以解决其Exchange Server内部电子邮件和日历软件中被中国黑客利用的漏洞。它还完成了对视频游戏制造商ZeniMax Media的81亿美元收购。</blockquote></p><p> Notwithstanding the after-hours move, Microsoft shares are up 18% year to date, compared with a gain of around 12% for the S&P 500 over the same time period.</p><p><blockquote>尽管盘后出现波动，微软股价今年迄今仍上涨了18%，而标普500同期的涨幅约为12%。</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>Microsoft sales grow on cloud strength, shares dip on heightened valuation<blockquote>微软销售额因云实力而增长，股价因估值上升而下跌</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 sales grow on cloud strength, shares dip on heightened valuation<blockquote>微软销售额因云实力而增长，股价因估值上升而下跌</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-04-28 07:33</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><b>KEY POINTS</b></p><p><blockquote><b>要点</b></blockquote></p><p> <ul> <li>Microsoft exceeded analysts’ estimates on the top and bottom lines, as well as revenue guidance.</li> <li>Windows revenue growth from device makers was higher than the company had predicted.</li> <li>Azure cloud revenue growth was flat from the prior quarter.</li> </ul> Microsoft shares moved 2.6% lower in extended trading Tuesday after the software maker announced fiscal third-quarter earnings and quarterly revenue guidance that came in stronger than analysts had expected. The company’s operating margin narrowed somewhat as cloud became a larger part of its business.</p><p><blockquote><ul><li>微软的营收和利润以及收入指引超出了分析师的预期。</li><li>来自设备制造商的Windows收入增长高于该公司的预期。</li><li>Azure云收入增长与上一季度持平。</li></ul>软件制造商微软公布了强于分析师预期的第三财季盈利和季度收入指引后，该公司股价周二在盘后交易中下跌2.6%。随着云计算成为其业务的重要组成部分，该公司的营业利润率有所收窄。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/37e56904b785cd612b360cb4662adcab\" tg-width=\"1302\" tg-height=\"833\"></p><p><blockquote></blockquote></p><p> Here’s how the company did:</p><p><blockquote>该公司的做法如下：</blockquote></p><p> <ul> <li><b>Earnings:</b>$1.95 per share, adjusted, vs. $1.78 per share as expected by analysts, according to Refinitiv.</li> <li><b>Revenue:</b>$41.71 billion, vs. $41.03 billion as expected by analysts, according to Refinitiv.</li> </ul> The software and hardware maker posted 19% annualized revenue growth for the quarter, which ended March 31, according to a statement. That’s the biggest quarterly increase the company has posted since 2018, thanks in part to gains in PC sales resulting from coronavirus-driven shortages last year.</p><p><blockquote><ul><li><b>收益：</b>根据Refinitiv的数据，调整后每股1.95美元，而分析师预期为每股1.78美元。</li><li><b>收入：</b>根据Refinitiv的数据，为417.1亿美元，而分析师预期为410.3亿美元。</li></ul>根据一份声明，这家软件和硬件制造商公布截至3月31日的季度年化收入增长19%。这是该公司自2018年以来最大的季度增幅，部分原因是去年冠状病毒导致的短缺导致PC销量增长。</blockquote></p><p> The company said its Azure public cloud, which competes with market leader Amazon Web Services, grew 50%, faster than the 46% growth analysts had expected, according to a CNBC review of 14 equity research notes. In the prior quarter Azure revenue grew 50%. Microsoft does not disclose Azure revenue in dollars.</p><p><blockquote>根据CNBC对14份股票研究报告的评论，该公司表示，与市场领导者亚马逊网络服务竞争的Azure公共云增长了50%，快于分析师预期的46%增长。上一季度，Azure收入增长了50%。微软没有披露Azure的美元收入。</blockquote></p><p> With respect to guidance, Microsoft is expecting $43.6 billion to $44.5 billion in revenue in the fiscal fourth quarter, said Amy Hood, Microsoft’s finance chief, on a conference call with analysts. At the middle of the range that would represent 16% growth, more than the $42.98 billion consensus estimate among analysts polled by Refinitiv.</p><p><blockquote>微软首席财务官Amy Hood在与分析师举行的电话会议上表示，关于指引，微软预计第四财季营收为436亿至445亿美元。处于16%增长区间的中间，高于Refinitiv调查的分析师普遍预期的429.8亿美元。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/04deaac8d015743ca14f06c8b77bd26e\" tg-width=\"1910\" tg-height=\"1549\"></p><p><blockquote></blockquote></p><p> Microsoft’s Intelligent Cloud segment delivered $15.12 billion in revenue in the fiscal third quarter. That was up 23% year over year and above the FactSet consensus estimate of $14.92 billion. Intelligent Cloud contains Azure, Windows Server, SQL Server, Visual Studio, GitHub and Enterprise Services.</p><p><blockquote>微软智能云部门第三财季实现营收151.2亿美元。这一数字同比增长23%，高于FactSet 149.2亿美元的共识预期。智能云包含Azure、Windows Server、SQL Server、Visual Studio、GitHub和企业服务。</blockquote></p><p> The Productivity and Business Processes segment, containing Office, Dynamics and LinkedIn, contributed $13.55 billion in revenue, up 15% and more than the $13.49 billion FactSet consensus. The Teams chat and calling app reached 145 million daily active users, up from 115 million in October, Microsoft CEO Satya Nadella said on the call.</p><p><blockquote>包括Office、Dynamics和LinkedIn在内的生产力和业务流程部门贡献了135.5亿美元的收入，增长了15%，超过了FactSet预期的134.9亿美元。微软首席执行官Satya Nadella在看涨期权上表示，Teams聊天和通话应用程序的日活跃用户达到1.45亿，高于10月份的1.15亿。</blockquote></p><p> The company’s More Personal Computing unit, which includes Windows, gaming, devices and search, came up with $13.04 billion in revenue. That was up almost 19% and higher than the $12.55 billion consensus. Technology research company Gartner estimated earlier this month that PC manufacturers shipped nearly 70 million units in the quarter, 32% more than in the year-ago quarter, the fastest growth since Gartner started tracking the PC market in 2000.</p><p><blockquote>该公司的更多个人计算部门，包括Windows、游戏、设备和搜索，收入为130.4亿美元。这一数字增长了近19%，高于125.5亿美元的共识。技术研究公司Gartner本月早些时候估计，PC制造商本季度出货量接近7000万台，比去年同期增长32%，这是Gartner自2000年开始跟踪PC市场以来的最快增长。</blockquote></p><p> That benefits Microsoft’s sales of Windows licenses to PC makers, which were up 10%. There are now over 1.3 billion monthly active devices running the Windows 10 operating system, Nadella said.</p><p><blockquote>这有利于微软向个人电脑制造商销售Windows许可证，增长了10%。纳德拉表示，现在每月有超过13亿台活跃设备运行Windows 10操作系统。</blockquote></p><p> The outcome was greater than Microsoft itself had forecast. In January, Hood called for Windows license revenue from device makers to be up in the low single digits.</p><p><blockquote>结果比微软自己预测的要好。一月份，胡德呼吁设备制造商的Windows许可收入保持在低个位数。</blockquote></p><p> The PC market endured “significant ongoing constraints in the supply chain,” Hood said on Tuesday.</p><p><blockquote>胡德周二表示，个人电脑市场经历了“供应链中持续的重大限制”。</blockquote></p><p> At the same time, the gross margin for Microsoft’s broad Commercial Cloud category of products — including Azure, commercial subscriptions to the Office 365 productivity bundle, cloud-based Dynamics 365 enterprise applications and commercial parts of LinkedIn — narrowed to 70% from 71%. The number is important to investors who want to see that Microsoft can continue to make Azure more profitable.</p><p><blockquote>与此同时，微软广泛的商业云类别产品（包括Azure、Office 365生产力捆绑包的商业订阅、基于云的Dynamics 365企业应用程序和LinkedIn的商业部分）的毛利率从71%收窄至70%。对于希望看到微软能够继续让Azure盈利更高的投资者来说，这个数字很重要。</blockquote></p><p> The operating margin for the Intelligent Cloud segment that includes Azure also narrowed to 42.5% from about 44.5%. Microsoft’s overall operating margin came in at 40.9%, down from 41.6%.</p><p><blockquote>包括Azure在内的智能云部门的营业利润率也从约44.5%收窄至42.5%。微软的整体营业利润率为40.9%，低于41.6%。</blockquote></p><p> Microsoft said in the quarter it had won a U.S. Army contract worth up to $21.9 billion over a decade for augmented reality headsets based on its latest HoloLens device. The company also issued patches to address vulnerabilities in its Exchange Server on-premises email and calendar software that Chinese hackers exploited. It also closed the $8.1 billion acquisition of video game maker ZeniMax Media.</p><p><blockquote>微软表示，本季度它赢得了美国。陆军合同在十年内价值高达219亿美元，用于基于其最新HoloLens设备的增强现实耳机。该公司还发布了补丁，以解决其Exchange Server内部电子邮件和日历软件中被中国黑客利用的漏洞。它还完成了对视频游戏制造商ZeniMax Media的81亿美元收购。</blockquote></p><p> Notwithstanding the after-hours move, Microsoft shares are up 18% year to date, compared with a gain of around 12% for the S&P 500 over the same time period.</p><p><blockquote>尽管盘后出现波动，微软股价今年迄今仍上涨了18%，而标普500同期的涨幅约为12%。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MSFT":"微软"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1157918353","content_text":"KEY POINTS\n\nMicrosoft exceeded analysts’ estimates on the top and bottom lines, as well as revenue guidance.\nWindows revenue growth from device makers was higher than the company had predicted.\nAzure cloud revenue growth was flat from the prior quarter.\n\nMicrosoft shares moved 2.6% lower in extended trading Tuesday after the software maker announced fiscal third-quarter earnings and quarterly revenue guidance that came in stronger than analysts had expected. The company’s operating margin narrowed somewhat as cloud became a larger part of its business.\n\nHere’s how the company did:\n\nEarnings:$1.95 per share, adjusted, vs. $1.78 per share as expected by analysts, according to Refinitiv.\nRevenue:$41.71 billion, vs. $41.03 billion as expected by analysts, according to Refinitiv.\n\nThe software and hardware maker posted 19% annualized revenue growth for the quarter, which ended March 31, according to a statement. That’s the biggest quarterly increase the company has posted since 2018, thanks in part to gains in PC sales resulting from coronavirus-driven shortages last year.\nThe company said its Azure public cloud, which competes with market leader Amazon Web Services, grew 50%, faster than the 46% growth analysts had expected, according to a CNBC review of 14 equity research notes. In the prior quarter Azure revenue grew 50%. Microsoft does not disclose Azure revenue in dollars.\nWith respect to guidance, Microsoft is expecting $43.6 billion to $44.5 billion in revenue in the fiscal fourth quarter, said Amy Hood, Microsoft’s finance chief, on a conference call with analysts. At the middle of the range that would represent 16% growth, more than the $42.98 billion consensus estimate among analysts polled by Refinitiv.\n\nMicrosoft’s Intelligent Cloud segment delivered $15.12 billion in revenue in the fiscal third quarter. That was up 23% year over year and above the FactSet consensus estimate of $14.92 billion. Intelligent Cloud contains Azure, Windows Server, SQL Server, Visual Studio, GitHub and Enterprise Services.\nThe Productivity and Business Processes segment, containing Office, Dynamics and LinkedIn, contributed $13.55 billion in revenue, up 15% and more than the $13.49 billion FactSet consensus. The Teams chat and calling app reached 145 million daily active users, up from 115 million in October, Microsoft CEO Satya Nadella said on the call.\nThe company’s More Personal Computing unit, which includes Windows, gaming, devices and search, came up with $13.04 billion in revenue. That was up almost 19% and higher than the $12.55 billion consensus. Technology research company Gartner estimated earlier this month that PC manufacturers shipped nearly 70 million units in the quarter, 32% more than in the year-ago quarter, the fastest growth since Gartner started tracking the PC market in 2000.\nThat benefits Microsoft’s sales of Windows licenses to PC makers, which were up 10%. There are now over 1.3 billion monthly active devices running the Windows 10 operating system, Nadella said.\nThe outcome was greater than Microsoft itself had forecast. In January, Hood called for Windows license revenue from device makers to be up in the low single digits.\nThe PC market endured “significant ongoing constraints in the supply chain,” Hood said on Tuesday.\nAt the same time, the gross margin for Microsoft’s broad Commercial Cloud category of products — including Azure, commercial subscriptions to the Office 365 productivity bundle, cloud-based Dynamics 365 enterprise applications and commercial parts of LinkedIn — narrowed to 70% from 71%. The number is important to investors who want to see that Microsoft can continue to make Azure more profitable.\nThe operating margin for the Intelligent Cloud segment that includes Azure also narrowed to 42.5% from about 44.5%. Microsoft’s overall operating margin came in at 40.9%, down from 41.6%.\nMicrosoft said in the quarter it had won a U.S. Army contract worth up to $21.9 billion over a decade for augmented reality headsets based on its latest HoloLens device. The company also issued patches to address vulnerabilities in its Exchange Server on-premises email and calendar software that Chinese hackers exploited. It also closed the $8.1 billion acquisition of video game maker ZeniMax Media.\nNotwithstanding the after-hours move, Microsoft shares are up 18% year to date, compared with a gain of around 12% for the S&P 500 over the same time period.","news_type":1,"symbols_score_info":{"MSFT":0.9}},"isVote":1,"tweetType":1,"viewCount":281,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":373739924,"gmtCreate":1618882361968,"gmtModify":1634290172942,"author":{"id":"3578526149260573","authorId":"3578526149260573","name":"25d87afd","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578526149260573","idStr":"3578526149260573"},"themes":[],"htmlText":"Waiting for further Investigations to shed light on what Elon Musk has denied ","listText":"Waiting for further Investigations to shed light on what Elon Musk has denied ","text":"Waiting for further Investigations to shed light on what Elon Musk has denied","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/373739924","repostId":"1124188831","repostType":4,"isVote":1,"tweetType":1,"viewCount":468,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":878037516,"gmtCreate":1637122061759,"gmtModify":1637122062438,"author":{"id":"3578526149260573","authorId":"3578526149260573","name":"25d87afd","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578526149260573","idStr":"3578526149260573"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/878037516","repostId":"2183984000","repostType":4,"repost":{"id":"2183984000","kind":"news","pubTimestamp":1637118789,"share":"https://www.laohu8.com/m/news/2183984000?lang=zh_CN&edition=full","pubTime":"2021-11-17 11:13","market":"us","language":"en","title":"The bull market will continue in 2022: Goldman Sachs<blockquote>高盛：2022年牛市将持续</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2183984000","media":"Yahoo Finance","summary":"The investing landscape will likely be much different in 2022 than 2021, but the backdrop is still f","content":"<p><div> The investing landscape will likely be much different in 2022 than 2021, but the backdrop is still fertile for more gains on the S&P 500, according to Goldman Sachs. Goldman said Tuesday it expects ...</p><p><blockquote><div>高盛表示，2022年的投资格局可能与2021年有很大不同，但标普500仍有更多收益的背景。高盛周二表示，预计...</div></blockquote></p><p> <a href=\"https://finance.yahoo.com/news/the-bull-market-will-continue-in-2022-goldman-sachs-115009438.html\">网页链接</a> </div> </p><p><blockquote><a href=\"https://finance.yahoo.com/news/the-bull-market-will-continue-in-2022-goldman-sachs-115009438.html\">网页连接</a></blockquote></p><p></p>","source":"yahoofinance_au","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>The bull market will continue in 2022: Goldman Sachs<blockquote>高盛：2022年牛市将持续</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\">\nThe bull market will continue in 2022: Goldman Sachs<blockquote>高盛：2022年牛市将持续</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Yahoo Finance</strong><span class=\"h-time small\">2021-11-17 11:13</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div> The investing landscape will likely be much different in 2022 than 2021, but the backdrop is still fertile for more gains on the S&P 500, according to Goldman Sachs. Goldman said Tuesday it expects ...</p><p><blockquote><div>高盛表示，2022年的投资格局可能与2021年有很大不同，但标普500仍有更多收益的背景。高盛周二表示，预计...</div></blockquote></p><p> <a href=\"https://finance.yahoo.com/news/the-bull-market-will-continue-in-2022-goldman-sachs-115009438.html\">网页链接</a> </div> </p><p><blockquote><a href=\"https://finance.yahoo.com/news/the-bull-market-will-continue-in-2022-goldman-sachs-115009438.html\">网页连接</a></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://finance.yahoo.com/news/the-bull-market-will-continue-in-2022-goldman-sachs-115009438.html\">Yahoo Finance</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"source_url":"https://finance.yahoo.com/news/the-bull-market-will-continue-in-2022-goldman-sachs-115009438.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2183984000","content_text":"The investing landscape will likely be much different in 2022 than 2021, but the backdrop is still fertile for more gains on the S&P 500, according to Goldman Sachs.\nGoldman said Tuesday it expects the S&P 500 (^GSPC) to rise 9% to 5,100 by the end of 2022. If achieved, that would mark a 10% total return including dividends. Through Tuesday, the S&P 500 had advanced about 25% so far in 2021.\n\"The equity bull market will continue,\" said David Kostin, Goldman Sachs chief U.S. equity strategist.\nKostin lists several reasons for his optimism.\nCorporate tax rates will probably remain unchanged next year and remain a tailwind to profits, contends Kostin. S&P 500 earnings will grow by 8% in 2022 to $226 a share based on Kostin's modeling. Kostin sees sales for S&P 500 companies increased by 9% year-over-year.\nInvestors will therefore be keen on further increasing their allocations to stocks.\n\"Households own half of the $28 trillion in U.S. cash assets, an increase of $3 trillion since before the pandemic. We expect households will shift some of this capital into equities over time,\" adds Kostin.\nWhile those are supporting factors for stocks, Kostin cautions next year will not be without its risks that keeps returns lower than the red-hot ones seen in 2021.\n\"Decelerating economic growth, a tightening Fed, and rising real yields suggest investors should expect modestly below-average returns next year,\" Kostin warns.\nAccording to Goldman's data, the S&P 500 has historically generated an average 12-month return of 8% in environments of positive but slowing economic activity and rising interest rates.","news_type":1,"symbols_score_info":{".IXIC":0.9,".SPX":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":2525,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":817575758,"gmtCreate":1630978032374,"gmtModify":1631884806672,"author":{"id":"3578526149260573","authorId":"3578526149260573","name":"25d87afd","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578526149260573","idStr":"3578526149260573"},"themes":[],"htmlText":"Really ? ","listText":"Really ? ","text":"Really ?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/817575758","repostId":"1111718235","repostType":4,"isVote":1,"tweetType":1,"viewCount":251,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":193532276,"gmtCreate":1620797960995,"gmtModify":1634196206172,"author":{"id":"3578526149260573","authorId":"3578526149260573","name":"25d87afd","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578526149260573","idStr":"3578526149260573"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/09988\">$Alibaba(09988)$</a>Looking forward to earning report tomr ","listText":"<a href=\"https://laohu8.com/S/09988\">$Alibaba(09988)$</a>Looking forward to earning report tomr ","text":"$Alibaba(09988)$Looking forward to earning report tomr","images":[{"img":"https://static.tigerbbs.com/9fe0c08f38dcb7005b18555e7507f329","width":"750","height":"1300"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/193532276","isVote":1,"tweetType":1,"viewCount":1051,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":374862124,"gmtCreate":1619438892868,"gmtModify":1634273497061,"author":{"id":"3578526149260573","authorId":"3578526149260573","name":"25d87afd","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578526149260573","idStr":"3578526149260573"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/LI\">$Li Auto(LI)$</a>Will do better soon ","listText":"<a href=\"https://laohu8.com/S/LI\">$Li Auto(LI)$</a>Will do better soon ","text":"$Li Auto(LI)$Will do better soon","images":[{"img":"https://static.tigerbbs.com/d8eca078827b84854547d4918802df75","width":"750","height":"1300"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/374862124","isVote":1,"tweetType":1,"viewCount":782,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"lives":[]}
