Will Apple or Microsoft hit $3 trillion next year? 10 tech predictions for 2022

Seeking Alpha2021-12-25

Wall Street has started its annual look-ahead predictions for next year, and Wedbush Securities is bullish on several themes, including continued growth from Apple(NASDAQ:AAPL), Microsoft(NASDAQ:MSFT)...

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精彩评论

MayTan
2021-12-26
MayTan
Noted
RS142
2021-12-25
RS142
AAPL may hit
SKCraft
2021-12-25
SKCraft
Betting on Appl to reach the mark first.
- NewbieLeo:
  aapl really isn't impressive at all. their technological progress has been so stagnant
Tinycub22
2021-12-25
Tinycub22
Wonder how it will looks like when interest increses.
Chris_CHRIS
2021-12-25
Chris_CHRIS
Go go go
dahae
2021-12-25
dahae
Qqqq
- dahae:
  Alppp

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10 tech predictions for 2022\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-25 09:03 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3782833-will-apple-or-microsoft-hit-3-trillion-next-year-10-tech-predictions-for-2022><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Wall Street has started its annual look-ahead predictions for next year, and Wedbush Securities is bullish on several themes, including continued growth from Apple(NASDAQ:AAPL), Microsoft(NASDAQ:MSFT)...</p>\n\n<a href=\"https://seekingalpha.com/news/3782833-will-apple-or-microsoft-hit-3-trillion-next-year-10-tech-predictions-for-2022\">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":"MSFT","symbol_name":"微软","start_time":0,"source_url":"https://seekingalpha.com/news/3782833-will-apple-or-microsoft-hit-3-trillion-next-year-10-tech-predictions-for-2022","article_id":"1195657371","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=1195657371","pubTimestamp":1640394204,"columns":[],"sourceInfo":null,"weMediaInfo":null,"summary":"Wall Street has started its annual look-ahead predictions for next year, and Wedbush Securities is b","collect":0,"end_time":0,"defaultTopTitle":"seekingalpha.com","property":[],"viewcount":null,"language":"en","relate_stocks":{"MSFT":"微软","AAPL":"苹果"},"translate_title":"苹果或微软明年会冲击3万亿美元吗？2022年的10项技术预测","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"AAPL":0.9,"MSFT":0.9},"content_text":"Wall Street has started its annual look-ahead predictions for next year, and Wedbush Securities is bullish on several themes, including continued growth from Apple(NASDAQ:AAPL), Microsoft(NASDAQ:MSFT), Alphabet(NASDAQ:GOOGL)and other big tech companies.\nAnalyst Dan Ives believes that some of the recent volatility the stock market has seen is no more than a \"painful digestion period [along with Omicron fears],\" as earnings estimates now factor in a hawkish Fed and some stretched valuations for tech stocks. 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He believes that more than 50% of workloads will be on the cloud by the end of 2022, up from 43% currently, largely benefiting Amazon(NASDAQ:AMZN), Microsoft (MSFT) and Google (GOOGL), followed by Oracle(NYSE:ORCL)and IBM(NYSE:IBM).\nCybersecurity budgets appear poised to increase sharply next year, Ives predicts, rising 21% in 2022, or about 1% above a \"robust\" year in 2021. As such, he believes companies like Zscaler(NASDAQ:ZS), Tenable(NYSE:TEN), CyberArk(NASDAQ:CYBR), Varonis(NASDAQ:VRNS), Sailpoint(NYSE:SAIL), Fortinet(NASDAQ:FTNT)and Palo Alto Networks(NASDAQ:PANW).\nDespite what is likely to be a rising interest rate environment, tech companies will likely continue to spend and acquire in significant fashion next year, Ives believes. Cerence(NASDAQ:CRNC), Matterport(NASDAQ:MTTR), Varonis (VRNS), Rapid7(NASDAQ:RPD)and Sailpoint (SAIL) are the analyst's top five M&A candidates for next year.\nOn the macro front, Ives thinks that the chip shortage, particularly out of Asia, will \"significantly moderate\" in the first half of the year. Apple (AAPL) and the chip companies - Ives did name any specific ones - are the \"best springboard bets to benefit from this key dynamic easing.\"\nKeeping in-line with broader ideas, Ives thinks that the regulatory environment in the U.S. and Europe will be a threat to the big-tech companies around anti-trust and monopoly concerns, but instead of structural changes, it is likely to largely wind up in the companies being fined, and potentially hampering their ability to buy or acquire other companies.\nIves also thinks that Chinese tech companies will continue to be a \"very treacherous\" space for global investors, as the government continues to crack down on companies. 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may hit","listText":"AAPL may hit","text":"AAPL may hit","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/698517267","repostId":1195657371,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":698593692,"gmtCreate":1640435643255,"gmtModify":1640435643348,"author":{"id":"3574762264624536","authorId":"3574762264624536","name":"SKCraft","avatar":"https://static.tigerbbs.com/dbae1286e6587f959c97935fc5f2141e","vip":1,"crmLevel":3,"crmLevelSwitch":0,"idStr":"3574762264624536","authorIdStr":"3574762264624536"},"htmlText":"Betting on Appl to reach the mark first.","listText":"Betting on Appl to reach the mark first.","text":"Betting on Appl to reach the mark 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stagnant"}],"langContent":"CN"},{"id":698504368,"gmtCreate":1640432941182,"gmtModify":1640433202251,"author":{"id":"4100607323115300","authorId":"4100607323115300","name":"Tinycub22","avatar":"https://static.tigerbbs.com/21cc125417073d9b3974e7b3f3303ef5","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"4100607323115300","authorIdStr":"4100607323115300"},"htmlText":"Wonder how it will looks like when interest increses.&nbsp;","listText":"Wonder how it will looks like when interest increses.&nbsp;","text":"Wonder how it will looks like when interest increses.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/698504368","repostId":1195657371,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":698506122,"gmtCreate":1640431738370,"gmtModify":1640431738568,"author":{"id":"4097664093197460","authorId":"4097664093197460","name":"Chris_CHRIS","avatar":"https://static.tigerbbs.com/99bfc11e3279b5ee45705492228a37ee","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"4097664093197460","authorIdStr":"4097664093197460"},"htmlText":"Go go go","listText":"Go go go","text":"Go go go","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/698506122","repostId":1195657371,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":698501628,"gmtCreate":1640431477584,"gmtModify":1640431477787,"author":{"id":"3560092322694803","authorId":"3560092322694803","name":"dahae","avatar":"https://static.tigerbbs.com/137beae1f6048901843924ba46796740","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3560092322694803","authorIdStr":"3560092322694803"},"htmlText":"Qqqq","listText":"Qqqq","text":"Qqqq","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/698501628","repostId":1195657371,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":7105345,"gmtCreate":1640431483530,"gmtModify":1640431483558,"authorId":3560092322694803,"author":{"id":3560092322694803,"idStr":"3560092322694803","authorId":3560092322694803,"name":"dahae","avatar":"https://static.tigerbbs.com/137beae1f6048901843924ba46796740","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":698501628,"type":1,"supId":0,"prevId":0,"content":"Alppp","text":"Alppp","html":"Alppp"}],"langContent":"CN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":174,"commentSize":32,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 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