哪里超预期？在这睁_老虎社区_美港股上老虎

2022-08-10

哪里超预期？在这睁眼说瞎话呢

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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\">\n科技股二季报超预期 苹果、微软等成Wedbush行业首选\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-09 09:14 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/767963.html><strong>智通财经网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，投行Wedbush近日发布研报表示，苹果、微软和Palo Alto Networks是今年年底投资科技股的首选。分析师Dan Ives对这三家公司的评级都高于预期。他指出，随着第二季度财报季接近尾声，科技行业的表现“远好于预期”，称这是“科技股多头的重大胜利”，他提到了企业支出、云预算、消费产品需求甚至数字广告方面的强劲表现。Ives表示，“FAANG科技公司和微软的财报稳健，...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/767963.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/34bf24548a4065d335829438ef664054","relate_stocks":{"BK4525":"远程办公概念","BK4575":"芯片概念","BK4566":"资本集团","BK4535":"淡马锡持仓","TTTN":"老虎中美互联网巨头ETF","BK4527":"明星科技股","BK4559":"巴菲特持仓","BK4538":"云计算","BK4577":"网络游戏","BK4501":"段永平概念","BK4579":"人工智能","BK4550":"红杉资本持仓","BK4503":"景林资产持仓","03086":"华夏纳指","BK4574":"无人驾驶","MSFT":"微软","AAPL":"苹果","BK4573":"虚拟现实","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4097":"系统软件","BK4505":"高瓴资本持仓","BK4581":"高盛持仓","BK4504":"桥水持仓","BK4512":"苹果概念","BK4548":"巴美列捷福持仓","BK4170":"电脑硬件、储存设备及电脑周边","BK4528":"SaaS概念","BK4516":"特朗普概念","BK4532":"文艺复兴科技持仓","BK4554":"元宇宙及AR概念","BK4515":"5G概念","BK4553":"喜马拉雅资本持仓","BK4534":"瑞士信贷持仓","BK4507":"流媒体概念","BK4567":"ESG概念","BK4571":"数字音乐概念","QNETCN":"纳斯达克中美互联网老虎指数","BK4576":"AR"},"source_url":"http://www.zhitongcaijing.com/content/detail/767963.html","is_english":false,"share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","article_id":"2257012494","content_text":"智通财经APP获悉，投行Wedbush近日发布研报表示，苹果、微软和Palo Alto Networks是今年年底投资科技股的首选。分析师Dan Ives对这三家公司的评级都高于预期。他指出，随着第二季度财报季接近尾声，科技行业的表现“远好于预期”，称这是“科技股多头的重大胜利”，他提到了企业支出、云预算、消费产品需求甚至数字广告方面的强劲表现。Ives表示，“FAANG科技公司和微软的财报稳健，全球(和华尔街)都能听到，因为这是消费者和企业支出的关键晴雨表，是过去一个月科技股走高的核心催化剂。”然而，Ives补充称，随着Snap (Snap.US)、ServiceNow等公司面临“渐进性的阻力”，未来行业将继续呈现分化趋势。他补充说，商业模式不太稳定的小型科技公司将在未来几个季度陷入困境，但这不会阻止他所说的“第四次工业革命”，微软、苹果和Palo Alto 等公司有望从中受益。对苹果公司来说，与中国和供应链相关的问题似乎已经见顶，现在的焦点是iPhone 14的生产和需求，iPhone 14将于9月发布。据报道，苹果已告知iPhone 14供应商，将iPhone  14的产量从9000万部提高至9500万部。Ives补充称，有多达2.25亿用户在3.5年内没有升级他们的iPhone，“尽管全球宏观背景日益黯淡，但iPhone  14创造了一个被压抑的强劲需求故事。”关于微软，Ives认为，到2023财年，其Azure云计算平台的增长轨迹“仍然强劲”，该公司仍处于将工作负载转移到云上的“中期阶段”。随着Palo Alto继续向云技术转移，预计将迎来“巨大的推动力”。Ives指出，Palo Alto“在正确的时间找到了正确的地点”，将从这一多年的转变中受益。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1650,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":27,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/684943742"}