Cathie Wood Knows Something About Zoom That You Don’t

investorplace2021-09-25

ZM stock is down about 20% YTD, but there are reasons to still favor this video-conferencing pick Editor’s Note: This article is part ofJoanna’s Top Trades—a weekly feature dedicated toward making you...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

yhl77
2021-09-26
yhl77
Wow
Ktkw
2021-09-26
Ktkw
Surebo
- Ktkw:
  yes
3eb0d2e3
2021-09-26
3eb0d2e3
Ok
- 3eb0d2e3:
  ok
- AudTKH:
  Ok
ivy888
2021-09-26
ivy888
Like
- FatKid:
  Like
- BSK100:
  ok
- Sm9999:
  Ok
Lanying
2021-09-26
Lanying
O
- Lanying:
  O
- ivy888:
  ok
458fd99c
2021-09-26
458fd99c
Gg
- 458fd99c:
  Ya

发表看法

1004

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/1117076176?lang=zh_CN&edition=full","thumbnail":"","is_english":true,"pubTime":"2021-09-25 08:41","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"1117076176","market":"us","top_or_hot":-1,"title":"Cathie Wood Knows Something About Zoom That You Don’t","media":"investorplace","content":"<div>\n<p>ZM stock is down about 20% YTD, but there are reasons to still favor this video-conferencing pick\nEditor’s Note: This article is part ofJoanna’s Top Trades—a weekly feature dedicated toward making you...</p>\n\n<a href=\"https://investorplace.com/2021/09/cathie-wood-knows-something-about-zm-stock-that-you-dont/\">网页链接</a>\n\n</div>\n","source":"lsy1606302653667","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>Cathie Wood Knows Something About Zoom That You Don’t</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: 11px; color: #7E829C; margin: 0;line-height: 11px;}\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\">\nCathie Wood Knows Something About Zoom That You Don’t\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-25 08:41 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2021/09/cathie-wood-knows-something-about-zm-stock-that-you-dont/><strong>investorplace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>ZM stock is down about 20% YTD, but there are reasons to still favor this video-conferencing pick\nEditor’s Note: This article is part ofJoanna’s Top Trades—a weekly feature dedicated toward making you...</p>\n\n<a href=\"https://investorplace.com/2021/09/cathie-wood-knows-something-about-zm-stock-that-you-dont/\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":null,"symbol_name":null,"start_time":0,"source_url":"https://investorplace.com/2021/09/cathie-wood-knows-something-about-zm-stock-that-you-dont/","article_id":"1117076176","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=1117076176","pubTimestamp":1632530515,"sourceInfo":{"source_id":"lsy1606302653667","name":"InvestorPlace"},"weMediaInfo":null,"summary":"ZM stock is down about 20% YTD, but there are reasons to still favor this video-conferencing pick\nEd","collect":0,"end_time":0,"defaultTopTitle":"investorplace.com","property":[],"viewcount":null,"language":"en","relate_stocks":{},"translate_title":"Cathie Wood知道一些你不知道的关于Zoom的事情","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{},"content_text":"ZM stock is down about 20% YTD, but there are reasons to still favor this video-conferencing pick\nEditor’s Note: This article is part ofJoanna’s Top Trades—a weekly feature dedicated toward making you money within a specific space. Joanna’s pick for this week isZoom(NASDAQ:ZM) as the top stock to trade this week.\nWe all know video-calling software makerZoom (NASDAQ:ZM). The pandemic high-flier capitalized on a stay-at-home workforce, growing itsusage from 10 million daily meeting participants one year ago to over 200 million.ZM stock enjoyed a meteoric 400% rise in 2020.\nSource: Michael Vi / Shutterstock.com\nHowever, Zoom knows firsthand — like a lot of last year’s tech gainers — that 2021 has been much less forgiving. As the world returns to normalcy, the company’s growth has naturally slowed. Investors have cooled on the story. ZM stock is down about 20% year-to-date (YTD). Plus, adding salt to the wound, the company ishaving trouble closing its recentlyproposed acquisitionofFive9(NASDAQ:FIVN).\nI love a stock with some good controversy. Zoom fits that bill. The shares are volatile, reflecting investor uncertainty around whether it has enough gas in the tank for a second growth wave.But add a celebrity investor to the mix and things geteven more intriguing. Enter Cathie Wood, who’s been scooping up Zoom shares on the dip.\nIs it over for ZM stock? Or is it just the beginning? Here’s a place to start.\nZM Stock: What a Difference a Year Makes\nWe all know how well Zoom did last year. But investors have very short memories. So, when it comes to analyzing ZM stock, let’s focus our conversation on the present (and future potential).\nBusiness is still good at Zoom, but it’s slowing relative to last year. Fiscal second-quarter earnings were a mixed bag. The good news is the company beat expectations. The bad news? Year-over-year (YOY) comparisons are down. For example, revenueincreased 54%YOY — an impressive number — butdown from 191%in Q1. Now for Q3, growth is expected to taper further to 31%. No doubt, these are still impressive growth numbers. But they’re not a raise inguidance for the second half of the fiscal year.\nWall Street doesn’t like slowing growth. That’s why negative comparisons almost always translate into declines in stock prices.\nThere’s another thing Wall Street doesn’t like: competition. Zoom enjoyed wild success last year. But going forward, the company isn’t the only video-conference software maker in town. There are plenty of other options:Microsoft(NASDAQ:MSFT) has Skype and Teams,Cisco(NASDAQ:CSCO) offers Webex,Adobe(NASDAQ:ADBE) has Connect andLogMeInhas GoToMeeting, among others. This list of giant competitors also includesFacebook(NASDAQ:FB), which recently introduced a feature called Messenger Rooms.\nFor these much larger tech companies, online meetings are just one of many software offerings. This leaves ZM stock vulnerable if one of these companies finds a competitive advantage.\nLooking for Growth\nWith growth slowing and the company facing an increasingly crowded enterprise communications market,Zoom is naturally looking for its next leg of growth. In July, the company announced its intent to acquirecloud contact-center software providerFive9for $14.7 billion in stock. The deal terms were that Zoom would pay $200.28 for each share of Five9.\nHowever, the market has since soured on the deal, for two reasons. First: valuation. Sure, the deal terms sounded good to shareholders when it was initially announced (ZM stock was trading for over $350 at the time). But on the heels of a mixed quarter, the stock started sliding — and quickly. Investors then had more reason to question the lofty proposed purchase price.\nLast week, things came to a head. With Zoom shares down almost 20% from the deal announcement, proxy-analysis firm Institutional Shareholder Services (ISS) sounded the alarm bells. The firmadvised Five9 shareholders toreject the deal. ISS said that Five9 investors would be exposed to a more-volatile stock with a less-than-rosy outlook as economies reopen following the pandemic.\nSecondly, though, there’s the Justice Department and the Federal Communications Commission (FCC). Both agencies are looking into whether Zoom’s ties to China could make the deal a national-security risk. Still, Zoomsaid it expects to receive regulatory approvals by the first half of 2022. That could leave it on track to close the deal as originally planned.","kind":null,"is_publish_news":false,"is_publish_highlight":true,"is_publish_live":null,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":868106706,"gmtCreate":1632616934405,"gmtModify":1632652423460,"author":{"id":"3578210330936790","authorId":"3578210330936790","name":"yhl77","avatar":"https://static.tigerbbs.com/e3f5d104b4f554fe3544bdd3abd635ae","vip":1,"crmLevel":5,"crmLevelSwitch":0},"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/868106706","repostId":1117076176,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":868106862,"gmtCreate":1632616877856,"gmtModify":1632652438464,"author":{"id":"3564917665277560","authorId":"3564917665277560","name":"Ktkw","avatar":"https://static.tigerbbs.com/c3b319f06c5f5672546acc9d6f02dec1","vip":1,"crmLevel":4,"crmLevelSwitch":0},"htmlText":"Surebo","listText":"Surebo","text":"Surebo","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/868106862","repostId":1117076176,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":5997362,"gmtCreate":1632616882095,"gmtModify":1634785891682,"authorId":3564917665277560,"author":{"id":3564917665277560,"authorId":3564917665277560,"name":"Ktkw","avatar":"https://static.tigerbbs.com/c3b319f06c5f5672546acc9d6f02dec1","vip":1,"crmLevel":4,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":868106862,"type":1,"supId":0,"prevId":0,"content":"<u>yes</u>","text":"<u>yes</u>","html":"<u>yes</u>"}],"langContent":"CN"},{"id":868345871,"gmtCreate":1632615017493,"gmtModify":1632652855619,"author":{"id":"3583621807888930","authorId":"3583621807888930","name":"3eb0d2e3","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","vip":1,"crmLevel":2,"crmLevelSwitch":0},"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/868345871","repostId":1117076176,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":5997007,"gmtCreate":1632615025520,"gmtModify":1634785924307,"authorId":3583621807888930,"author":{"id":3583621807888930,"authorId":3583621807888930,"name":"3eb0d2e3","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":868345871,"type":1,"supId":0,"prevId":0,"content":"<u>ok</u>","text":"<u>ok</u>","html":"<u>ok</u>"},{"id":5997245,"gmtCreate":1632616277876,"gmtModify":1634785902496,"authorId":3575582076363736,"author":{"id":3575582076363736,"authorId":3575582076363736,"name":"AudTKH","avatar":"https://static.tigerbbs.com/e4905e1cd622b8faa04ad4125cd04a83","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":868345871,"type":1,"supId":0,"prevId":0,"content":"Ok","text":"Ok","html":"Ok"}],"langContent":"CN"},{"id":868345064,"gmtCreate":1632615013158,"gmtModify":1632652864625,"author":{"id":"3579641974902127","authorId":"3579641974902127","name":"ivy888","avatar":"https://static.tigerbbs.com/10358949b7fc96b011ec29ca7fd9c9a4","vip":1,"crmLevel":1,"crmLevelSwitch":0},"htmlText":"Like&nbsp;","listText":"Like&nbsp;","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/868345064","repostId":1117076176,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":5997287,"gmtCreate":1632616440689,"gmtModify":1634785898132,"authorId":4090418903913760,"author":{"id":4090418903913760,"authorId":4090418903913760,"name":"FatKid","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":868345064,"type":1,"supId":0,"prevId":0,"content":"Like","text":"Like","html":"Like"},{"id":5997342,"gmtCreate":1632616770863,"gmtModify":1634785893433,"authorId":4087271497625750,"author":{"id":4087271497625750,"authorId":4087271497625750,"name":"BSK100","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":868345064,"type":1,"supId":0,"prevId":0,"content":"<u>ok</u>","text":"<u>ok</u>","html":"<u>ok</u>"},{"id":5997366,"gmtCreate":1632616904711,"gmtModify":1634785891246,"authorId":3556603880908436,"author":{"id":3556603880908436,"authorId":3556603880908436,"name":"Sm9999","avatar":"https://static.tigerbbs.com/f22a01c260a2d3210c64d83a162185c8","vip":1,"crmLevel":3,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":868345064,"type":1,"supId":0,"prevId":0,"content":"Ok","text":"Ok","html":"Ok"}],"langContent":"CN"},{"id":868351503,"gmtCreate":1632613682002,"gmtModify":1632653179732,"author":{"id":"3571641801586244","authorId":"3571641801586244","name":"Lanying","avatar":"https://static.tigerbbs.com/44079e6feb39117800ea99462f8cae40","vip":1,"crmLevel":5,"crmLevelSwitch":0},"htmlText":"O","listText":"O","text":"O","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/868351503","repostId":1117076176,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":5996707,"gmtCreate":1632613687819,"gmtModify":1634785954171,"authorId":3571641801586244,"author":{"id":3571641801586244,"authorId":3571641801586244,"name":"Lanying","avatar":"https://static.tigerbbs.com/44079e6feb39117800ea99462f8cae40","vip":1,"crmLevel":5,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":868351503,"type":1,"supId":0,"prevId":0,"content":"O","text":"O","html":"O"},{"id":5997006,"gmtCreate":1632615019930,"gmtModify":1634785924416,"authorId":3579641974902127,"author":{"id":3579641974902127,"authorId":3579641974902127,"name":"ivy888","avatar":"https://static.tigerbbs.com/10358949b7fc96b011ec29ca7fd9c9a4","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":868351503,"type":1,"supId":0,"prevId":0,"content":"<u>ok</u>","text":"<u>ok</u>","html":"<u>ok</u>"}],"langContent":"CN"},{"id":868350747,"gmtCreate":1632613289589,"gmtModify":1632653248756,"author":{"id":"3527303552443900","authorId":"3527303552443900","name":"458fd99c","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","vip":1,"crmLevel":2,"crmLevelSwitch":0},"htmlText":"Gg","listText":"Gg","text":"Gg","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/868350747","repostId":1117076176,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":5996631,"gmtCreate":1632613295169,"gmtModify":1634785961839,"authorId":3527303552443900,"author":{"id":3527303552443900,"authorId":3527303552443900,"name":"458fd99c","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":868350747,"type":1,"supId":0,"prevId":0,"content":"<u>Ya</u>","text":"<u>Ya</u>","html":"<u>Ya</u>"}],"langContent":"CN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":1004,"commentSize":99,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.24.2","shortVersion":"4.24.2","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/1117076176"}