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FiveDu

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2020-12-27

然后呢

浙江省市监局负责人：进驻阿里巴巴现场调查全部结束

2021-03-25

清仓大甩卖

抱歉，原内容已删除

2021-05-18

已阅

抱歉，原内容已删除

2020-10-18

呵呵

理想汽车：10个月交付2万辆,创中国造车新势力最快交付记录

2021-06-19

$爱回收(RERE)$使用过，挺好

2021-06-01

wish继续下跌

WISH INVESTOR FILING DEADLINE: Bernstein Liebhard LLP Reminds Investors of the Deadline to File a Lead Plaintiff Motion in a Securities Class Action Lawsuit Against ContextLogic Inc.

2021-05-13

一直跌

ContextLogic Q1净利润不及预期，盘后跌逾12%

2021-04-12

空了吹

美股Q1财报季来袭！这三大板块或大放异彩

2021-01-21

寒假来了

中概股在线教育板块造好，跟谁学、网易有道涨超8%

2020-11-18

又狂跌

金山云第三季度营收17.29亿元，同比增长72.6%

2020-10-28

所谓的见光si

微软Q1业绩超预期，Azure公共云营收大增48%

去老虎APP查看更多动态

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Investors of the Deadline to File a Lead Plaintiff Motion in a Securities Class Action Lawsuit Against ContextLogic Inc.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-01 20:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/wish-investor-filing-deadline-bernstein-123000493.html><strong>PR Newswire</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>NEW YORK, June 1, 2021 /PRNewswire/ -- Bernstein Liebhard, a nationally acclaimed investor rights law firm, announces that a securities class action lawsuit has been filed on behalf of investors who ...</p>\n\n<a href=\"https://finance.yahoo.com/news/wish-investor-filing-deadline-bernstein-123000493.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://s.yimg.com/uu/api/res/1.2/OgTwt_dOZxAdxvhARDzdXg--~B/aD0zOTg7dz00MDA7YXBwaWQ9eXRhY2h5b24-/https://s.yimg.com/uu/api/res/1.2/Yj0we7wgVu2AQxNhdio7Nw--~B/aD0zOTg7dz00MDA7YXBwaWQ9eXRhY2h5b24-/https://media.zenfs.com/en/prnewswire.com/11883614650c01ff3d21e0bec87b04a9","relate_stocks":{"TERN":"Terns Pharmaceuticals, Inc.","CRCT":"Cricut, Inc.","ISBC":"投资者银行"},"source_url":"https://finance.yahoo.com/news/wish-investor-filing-deadline-bernstein-123000493.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2140346723","content_text":"NEW YORK, June 1, 2021 /PRNewswire/ -- Bernstein Liebhard, a nationally acclaimed investor rights law firm, announces that a securities class action lawsuit has been filed on behalf of investors who purchased or acquired the securities of ContextLogic, Inc. (\"ContextLogic\" or the \"Company\") (NASDAQ: WISH) from December 16, 2020 through May 12, 2021 (the \"Class Period\"). The lawsuit filed in the United States District Court for the Northern District of California alleges violations of the Securities Act of 1933 and the Securities Exchange Act of 1934.\n\n  \n\nIf you purchased ContextLogic securities, and/or would like to discuss your legal rights and options please visit ContextLogic Shareholder Class Action Lawsuit or contact Joseph R. Seidman, Jr. toll free at (877) 779-1414 or Seidman@bernlieb.com\nThe complaint alleges that, during the Class Period, defendants made materially false and misleading statements regarding the Company's business. Specifically, Defendants' registration statement and prospectus issued in connection with the Company's initial public offering (\"IPO\") contained statements which were materially false and misleading because they failed to disclose and misrepresented the following adverse facts that existed at the time of the IPO: (a) that ContextLogic's 4Q20 monthly active users (\"MAUs\") had declined materially and were not then growing; and (b) that as a result of the foregoing, defendants materially overstated the Company's business metrics and financial prospects.\nOn May 12, 2021, when ContextLogic announced 1Q21 financial results for the interim period ended March 31, 2021, it disclosed that its MAUs had declined another 7% to just 101 million. The Company's forward sales guidance also fell short, with its 2Q21 revenue guidance of just $715 million to $730 million coming in significantly less than the $759 million the market had been led to expect and far less than the guidance of $735 to $750 million provided for 1Q21. \nOn this news, the market price of ContextLogic common stock declined $3.36 per share, or 29%, to close at $8.11 per share on May 13, 2021, on unusually high trading volume.\nIf you wish to serve as lead plaintiff, you must move the Court no later than July 16, 2021. A lead plaintiff is a representative party acting on behalf of other class members in directing the litigation. Your ability to share in any recovery doesn't require that you serve as lead plaintiff. If you choose to take no action, you may remain an absent class member.\nIf you purchased ContextLogic securities, and/or would like to discuss your legal rights and options please visit https://www.bernlieb.com/cases/contextlogicinc-wish-shareholder-class-action-lawsuit-fraud-stock-401/apply/ or contact Joseph R. Seidman, Jr. toll free at (877) 779-1414 or Seidman@bernlieb.com\nSince 1993, Bernstein Liebhard LLP has recovered over $3.5 billion for its clients. In addition to representing individual investors, the Firm has been retained by some of the largest public and private pension funds in the country to monitor their assets and pursue litigation on their behalf. As a result of its success litigating hundreds of lawsuits and class actions, the Firm has been named to The National Law Journal's \"Plaintiffs' Hot List\" thirteen times and listed in The Legal 500 for ten consecutive years.\nATTORNEY ADVERTISING. © 2021 Bernstein Liebhard LLP. The law firm responsible for this advertisement is Bernstein Liebhard LLP, 10 East 40th Street, New York, New York 10016, (212) 779-1414. The lawyer responsible for this advertisement in the State of Connecticut is Michael S. Bigin. Prior results do not guarantee or predict a similar outcome with respect to any future matter.\nContact Information\nJoseph R. Seidman, Jr.Bernstein Liebhard LLPhttps://www.bernlieb.com (877) 779-1414Seidman@bernlieb.com \n\n\n View original content to download multimedia:http://www.prnewswire.com/news-releases/wish-investor-filing-deadline-bernstein-liebhard-llp-reminds-investors-of-the-deadline-to-file-a-lead-plaintiff-motion-in-a-securities-class-action-lawsuit-against-contextlogic-inc-301302221.html\nSOURCE Bernstein Liebhard 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06:00","market":"us","language":"zh","title":"ContextLogic Q1净利润不及预期，盘后跌逾12%","url":"https://stock-news.laohu8.com/highlight/detail?id=2135648914","media":"老虎资讯综合","summary":"ContextLogic(WISH.US)第一季度营收7.72亿美元，市场预期7.43亿美元。净亏损1.28亿美元，预期为亏损1.15亿美元。","content":"<p>美东时间5月12日美股盘后，移动电子商务平台ContextLogic报告了其第一季度的财务业绩。财报显示，ContextLogic<a href=\"https://laohu8.com/S/WISH\">$(WISH)$</a>第一季度营收7.72亿美元，市场预期7.43亿美元。净亏损1.28亿美元，预期为亏损1.15亿美元。<img src=\"https://static.tigerbbs.com/b9641ee98ea445fc7289773238f22212\" tg-width=\"938\" tg-height=\"666\" referrerpolicy=\"no-referrer\">Wish创始人兼首席执行官表示皮奥特·祖祖维斯基（Piotr Szulczewski）称：“2021年第一季度业绩超出了我们的预期” ，“收入同比增长75％，调整后EBITDA利润率环比和同比都有所提高，这表明了我们业务模式中的杠杆作用。我们的主要重点是通过有效的用户获取，增加的获利能力和更高的保留率来推动持续的长期增长。在本季度，我们完成了计划，并看到了我们新的举措的发展势头，以及我们努力实现产品多样化的努力。随着全球经济继续复苏，我们对Wish应用程序看到的强劲需求感到满意。”</p><p>财报发布后，ContextLogic盘后股价跌幅扩大至12.38%。<img src=\"https://static.tigerbbs.com/02caf68a61a04b057f67b08e65dacdcc\" tg-width=\"706\" tg-height=\"532\" referrerpolicy=\"no-referrer\">公司成立于2010年，总部位于旧金山，Wish是全球规模最大，发展最快的电子商务平台之一，它将100多个国家/地区的数百万具有价值意识的消费者与全球超过50万的商人联系在一起。Wish结合了技术和数据科学功能以及基于发现的创新型移动购物体验，为其用户创造了高度可视化，娱乐性和个性化的购物体验。</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>ContextLogic Q1净利润不及预期，盘后跌逾12%</title>\n<style 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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\">\nContextLogic Q1净利润不及预期，盘后跌逾12%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\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\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-05-13 06:00</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>美东时间5月12日美股盘后，移动电子商务平台ContextLogic报告了其第一季度的财务业绩。财报显示，ContextLogic<a href=\"https://laohu8.com/S/WISH\">$(WISH)$</a>第一季度营收7.72亿美元，市场预期7.43亿美元。净亏损1.28亿美元，预期为亏损1.15亿美元。<img src=\"https://static.tigerbbs.com/b9641ee98ea445fc7289773238f22212\" tg-width=\"938\" tg-height=\"666\" referrerpolicy=\"no-referrer\">Wish创始人兼首席执行官表示皮奥特·祖祖维斯基（Piotr Szulczewski）称：“2021年第一季度业绩超出了我们的预期” ，“收入同比增长75％，调整后EBITDA利润率环比和同比都有所提高，这表明了我们业务模式中的杠杆作用。我们的主要重点是通过有效的用户获取，增加的获利能力和更高的保留率来推动持续的长期增长。在本季度，我们完成了计划，并看到了我们新的举措的发展势头，以及我们努力实现产品多样化的努力。随着全球经济继续复苏，我们对Wish应用程序看到的强劲需求感到满意。”</p><p>财报发布后，ContextLogic盘后股价跌幅扩大至12.38%。<img src=\"https://static.tigerbbs.com/02caf68a61a04b057f67b08e65dacdcc\" tg-width=\"706\" tg-height=\"532\" referrerpolicy=\"no-referrer\">公司成立于2010年，总部位于旧金山，Wish是全球规模最大，发展最快的电子商务平台之一，它将100多个国家/地区的数百万具有价值意识的消费者与全球超过50万的商人联系在一起。Wish结合了技术和数据科学功能以及基于发现的创新型移动购物体验，为其用户创造了高度可视化，娱乐性和个性化的购物体验。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://img.zhitongcaijing.com/source/image/54104.jpeg?x-oss-process=image/format,jpg/quality,Q_80/resize,w_250","relate_stocks":{},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2135648914","content_text":"美东时间5月12日美股盘后，移动电子商务平台ContextLogic报告了其第一季度的财务业绩。财报显示，ContextLogic$(WISH)$第一季度营收7.72亿美元，市场预期7.43亿美元。净亏损1.28亿美元，预期为亏损1.15亿美元。Wish创始人兼首席执行官表示皮奥特·祖祖维斯基（Piotr Szulczewski）称：“2021年第一季度业绩超出了我们的预期” ，“收入同比增长75％，调整后EBITDA利润率环比和同比都有所提高，这表明了我们业务模式中的杠杆作用。我们的主要重点是通过有效的用户获取，增加的获利能力和更高的保留率来推动持续的长期增长。在本季度，我们完成了计划，并看到了我们新的举措的发展势头，以及我们努力实现产品多样化的努力。随着全球经济继续复苏，我们对Wish应用程序看到的强劲需求感到满意。”财报发布后，ContextLogic盘后股价跌幅扩大至12.38%。公司成立于2010年，总部位于旧金山，Wish是全球规模最大，发展最快的电子商务平台之一，它将100多个国家/地区的数百万具有价值意识的消费者与全球超过50万的商人联系在一起。Wish结合了技术和数据科学功能以及基于发现的创新型移动购物体验，为其用户创造了高度可视化，娱乐性和个性化的购物体验。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1635,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":342795923,"gmtCreate":1618240734062,"gmtModify":1618240734062,"author":{"id":"3547588288326617","authorId":"3547588288326617","name":"FiveDu","avatar":"https://static.tigerbbs.com/a04b6e3ea8eb9eaeb05d8464e08a5842","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3547588288326617","authorIdStr":"3547588288326617"},"themes":[],"htmlText":"空了吹","listText":"空了吹","text":"空了吹","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/342795923","repostId":"1149156268","repostType":4,"repost":{"id":"1149156268","kind":"news","weMediaInfo":{"introduction":"全球第五大财经门户网站Investing.com中国官方微信，提供全球各国海量金融资讯和实时行情数据，包括股票股指、外汇、期货、基金、债券、加密货币等。关注全球金融市场动态的投资者千万不可错过。","home_visible":1,"media_name":"英为财情Investing","id":"92","head_image":"https://static.tigerbbs.com/406e2b4996e14cd8a66a2a6864ef4313"},"pubTimestamp":1618219927,"share":"https://www.laohu8.com/m/news/1149156268?lang=&edition=full","pubTime":"2021-04-12 17:32","market":"us","language":"zh","title":"美股Q1财报季来袭！这三大板块或大放异彩","url":"https://stock-news.laohu8.com/highlight/detail?id=1149156268","media":"英为财情Investing","summary":"投资者急于看到公司的业绩表现以及对未来的展望，寻找支撑美股高估值的理由。","content":"<p><b>作者：莫宁</b></p>\n<p>美股Q1财报季来临之前，道指和标普500指数都创出了纪录新高。又正值疫情爆发以来满一年时间，投资者急于看到公司的业绩表现以及对未来的展望，寻找支撑美股高估值的理由。</p>\n<p>自年初以来，分析师对于标普500指数公司的盈利预期更加乐观，将其Q1利润增长预期从去年12月底的15.8%上调至24.5%；预计全年的盈利同比增幅达到26%。</p>\n<p>分板块来看，截至4月9日，华尔街预计标普500指数11个板块中有9个板块将实现盈利增长，预计只有工业板块和能源板块盈利会下滑，跌幅料均会超过16%。而非必需消费品、金融和材料三大行业预计会有强劲的盈利增长，预期增幅分别为103.2%、79.0%和46.3%。</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e4d8ba9262883f8af1fd3aff37e6489a\" tg-width=\"980\" tg-height=\"548\"><span>标普500指数11板块Q1盈利增长预期</span></p>\n<p><b>三大板块盈利有望实现爆发性增长</b></p>\n<p>值得注意的是，非必需消费品 (NYSE:XLY)、金融 (NYSE:XLF)、材料 (NYSE:XLB)这些都是周期性行业，受益于经济体的重新开放。非必需消费品主要包括零售商、服装公司、餐馆和服务供应商，这个板块比较受欢迎的个股包括<a href=\"https://laohu8.com/S/MCD\">麦当劳</a>公司、<a href=\"https://laohu8.com/S/NKE\">耐克</a>、<a href=\"https://laohu8.com/S/SBUX\">星巴克</a>公司等等，此外，像酒店、旅游等公司亦属于该板块。</p>\n<p>华尔街对于零售公司在后疫情时代的持续复苏感到乐观。年初迄今，SPDR® S&amp;P Retail ETF (NYSE:XRT)已经累计上涨超过43%。</p>\n<p>上周，<a href=\"https://laohu8.com/S/UBS\">瑞银</a>发表报告称，这一涨势可能会还持续半年，到9月份之前这个类别的股票可能会有7%至13%的涨幅不等。该投行看好<a href=\"https://laohu8.com/S/NKE\">耐克</a> (NYSE:NKE)、Deckers Outdoor Corp. (NYSE:DECK)、<a href=\"https://laohu8.com/S/GOOS\">加拿大鹅</a>控股公司 (NYSE:GOOS)、<a href=\"https://laohu8.com/S/RL\">拉夫劳伦</a>(Ralph lauren) (NYSE:RL)、<a href=\"https://laohu8.com/S/SKX\">斯凯奇</a> (NYSE:SKX)、<a href=\"https://laohu8.com/S/LEVI\">李维斯</a> (NYSE:LEVI)、<a href=\"https://laohu8.com/S/PVH\">PVH Corp</a>. (NYSE:PVH)、<a href=\"https://laohu8.com/S/AEO\">美鹰服饰</a> (NYSE:AEO)、<a href=\"https://laohu8.com/S/CPRI\">Capri Holdings Ltd</a> (NYSE:CPRI)这几只零售股，因为这些股票不仅有着强劲的增长前景，而且它们结合了有望大幅超越EPS共识预期以及市盈率扩张潜力两大优势。</p>\n<p>至于金融股，本周将率先由大型银行股拉开帷幕。SPDR® S&amp;P Bank ETF (NYSE:KBE)今年以来大涨了近26%。银行的坏账拨备金将得以释放，从而在第一季度成为主要的盈利增长来源，虽然净利息收入增长的放缓以及潜在的净利息利润率可能会在一定程度上抵消这些增长。</p>\n<p>此外，随着经济的复苏，贷款业务的增长有望成为银行的驱动力。<a href=\"https://laohu8.com/S/GS\">高盛</a>分析师表示，预计银行高管会对今明两年的行情保持乐观态度。<a href=\"https://laohu8.com/S/DB\">德意志银行</a>预计，到2023年和2024年，银行的每股收益将有20%的增长，银行股在未来两至三年还有50%的上涨空间。</p>\n<p>去年，由于美联储希望银行在经济低迷时期节省资本，因此对其股票回购和派息施加了限制。不过在上个月，美联储表示正在寻求放宽这些限制，具体取决于银行在年度压力测试中的表现。</p>\n<p><a href=\"https://laohu8.com/S/GS\">高盛</a>最为看好<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a> (NYSE:MS)、<a href=\"https://laohu8.com/S/BAC\">美国银行</a> (NYSE:BAC)和花旗集团 (NYSE:C)；而<a href=\"https://laohu8.com/S/0H7D.UK\">德意志银行</a>的首选则是<a href=\"https://laohu8.com/S/BAC\">美国银行</a> (NYSE:BAC)、<a href=\"https://laohu8.com/S/CFG\">Citizens Financial Group</a> Inc (Rhode Island) (NYSE:CFG)、<a href=\"https://laohu8.com/S/JPM\">摩根大通</a> (NYSE:JPM)、M&amp;T Bank Corp (NYSE:MTB)、<a href=\"https://laohu8.com/S/TFC\">Truist Financial Corp</a> (NYSE:TFC)、U.S. Bancorp (NYSE:USB)和<a href=\"https://laohu8.com/S/WFC\">富国银行</a> (NYSE:WFC)。</p>\n<p>材料股年内亦有不俗表现。Yardeni Research此前注意到，早在拜登宣布了逾2万亿美元的基建计划之前，材料股就已经大幅上涨，成为标普500指数年内表现最出色的板块之一。截至4月初，标普500钢铁指数上涨了逾50%，标普500铜价指数上涨超过25%。</p>\n<p><b>财报季也可能让人失望？警惕这个逆风因素</b></p>\n<p>但需要注意的是，盈利预期的大幅上调，可能会为这个财报季设定更高的门槛，市场更容易会感到失望。</p>\n<p>一个潜在的盈利逆风因素是成本。石油价格几乎是去年的三倍，铜价是原来的两倍，就连玉米价格也同比增长了67%。无论是制造商还是零售商，都在承受着更高的投入成本。ISM制造业价格指数已经达到近十年来的最高水平。<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>首席美股策略师迈克·威尔逊（Mike Wilson）称，由于生产者价格最近的上涨速度快于消费者价格，因此利润肯定会受到损害。</p>\n<p>高盛首席美股分析师戴维·科斯汀（David Kostin）指出：“我们已经知道，供应链价格出现了大幅上涨，不过问题在于，有多少家公司、哪些公司、哪些行业会通过提价将成本转嫁到消费者身上。”科斯汀称，成本上升而导致利润率的下降是在评估2021年企业<a href=\"https://laohu8.com/S/06838\">盈利时</a>必须考虑的因素。</p>\n<p>今年以来，金融股、零售股等对经济周期敏感的股票引领了股市的上涨，表明投资者在很大程度上在价格中计入了其复苏前景。一旦业绩或指引不及预期，可能会引发一轮获利回吐行情。</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>美股Q1财报季来袭！这三大板块或大放异彩</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; 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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美股Q1财报季来袭！这三大板块或大放异彩\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/92\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/406e2b4996e14cd8a66a2a6864ef4313);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">英为财情Investing </p>\n<p class=\"h-time\">2021-04-12 17:32</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p><b>作者：莫宁</b></p>\n<p>美股Q1财报季来临之前，道指和标普500指数都创出了纪录新高。又正值疫情爆发以来满一年时间，投资者急于看到公司的业绩表现以及对未来的展望，寻找支撑美股高估值的理由。</p>\n<p>自年初以来，分析师对于标普500指数公司的盈利预期更加乐观，将其Q1利润增长预期从去年12月底的15.8%上调至24.5%；预计全年的盈利同比增幅达到26%。</p>\n<p>分板块来看，截至4月9日，华尔街预计标普500指数11个板块中有9个板块将实现盈利增长，预计只有工业板块和能源板块盈利会下滑，跌幅料均会超过16%。而非必需消费品、金融和材料三大行业预计会有强劲的盈利增长，预期增幅分别为103.2%、79.0%和46.3%。</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e4d8ba9262883f8af1fd3aff37e6489a\" tg-width=\"980\" tg-height=\"548\"><span>标普500指数11板块Q1盈利增长预期</span></p>\n<p><b>三大板块盈利有望实现爆发性增长</b></p>\n<p>值得注意的是，非必需消费品 (NYSE:XLY)、金融 (NYSE:XLF)、材料 (NYSE:XLB)这些都是周期性行业，受益于经济体的重新开放。非必需消费品主要包括零售商、服装公司、餐馆和服务供应商，这个板块比较受欢迎的个股包括<a href=\"https://laohu8.com/S/MCD\">麦当劳</a>公司、<a href=\"https://laohu8.com/S/NKE\">耐克</a>、<a href=\"https://laohu8.com/S/SBUX\">星巴克</a>公司等等，此外，像酒店、旅游等公司亦属于该板块。</p>\n<p>华尔街对于零售公司在后疫情时代的持续复苏感到乐观。年初迄今，SPDR® S&amp;P Retail ETF (NYSE:XRT)已经累计上涨超过43%。</p>\n<p>上周，<a href=\"https://laohu8.com/S/UBS\">瑞银</a>发表报告称，这一涨势可能会还持续半年，到9月份之前这个类别的股票可能会有7%至13%的涨幅不等。该投行看好<a href=\"https://laohu8.com/S/NKE\">耐克</a> (NYSE:NKE)、Deckers Outdoor Corp. (NYSE:DECK)、<a href=\"https://laohu8.com/S/GOOS\">加拿大鹅</a>控股公司 (NYSE:GOOS)、<a href=\"https://laohu8.com/S/RL\">拉夫劳伦</a>(Ralph lauren) (NYSE:RL)、<a href=\"https://laohu8.com/S/SKX\">斯凯奇</a> (NYSE:SKX)、<a href=\"https://laohu8.com/S/LEVI\">李维斯</a> (NYSE:LEVI)、<a href=\"https://laohu8.com/S/PVH\">PVH Corp</a>. (NYSE:PVH)、<a href=\"https://laohu8.com/S/AEO\">美鹰服饰</a> (NYSE:AEO)、<a href=\"https://laohu8.com/S/CPRI\">Capri Holdings Ltd</a> (NYSE:CPRI)这几只零售股，因为这些股票不仅有着强劲的增长前景，而且它们结合了有望大幅超越EPS共识预期以及市盈率扩张潜力两大优势。</p>\n<p>至于金融股，本周将率先由大型银行股拉开帷幕。SPDR® S&amp;P Bank ETF (NYSE:KBE)今年以来大涨了近26%。银行的坏账拨备金将得以释放，从而在第一季度成为主要的盈利增长来源，虽然净利息收入增长的放缓以及潜在的净利息利润率可能会在一定程度上抵消这些增长。</p>\n<p>此外，随着经济的复苏，贷款业务的增长有望成为银行的驱动力。<a href=\"https://laohu8.com/S/GS\">高盛</a>分析师表示，预计银行高管会对今明两年的行情保持乐观态度。<a href=\"https://laohu8.com/S/DB\">德意志银行</a>预计，到2023年和2024年，银行的每股收益将有20%的增长，银行股在未来两至三年还有50%的上涨空间。</p>\n<p>去年，由于美联储希望银行在经济低迷时期节省资本，因此对其股票回购和派息施加了限制。不过在上个月，美联储表示正在寻求放宽这些限制，具体取决于银行在年度压力测试中的表现。</p>\n<p><a href=\"https://laohu8.com/S/GS\">高盛</a>最为看好<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a> (NYSE:MS)、<a href=\"https://laohu8.com/S/BAC\">美国银行</a> (NYSE:BAC)和花旗集团 (NYSE:C)；而<a href=\"https://laohu8.com/S/0H7D.UK\">德意志银行</a>的首选则是<a href=\"https://laohu8.com/S/BAC\">美国银行</a> (NYSE:BAC)、<a href=\"https://laohu8.com/S/CFG\">Citizens Financial Group</a> Inc (Rhode Island) (NYSE:CFG)、<a href=\"https://laohu8.com/S/JPM\">摩根大通</a> (NYSE:JPM)、M&amp;T Bank Corp (NYSE:MTB)、<a href=\"https://laohu8.com/S/TFC\">Truist Financial Corp</a> (NYSE:TFC)、U.S. Bancorp (NYSE:USB)和<a href=\"https://laohu8.com/S/WFC\">富国银行</a> (NYSE:WFC)。</p>\n<p>材料股年内亦有不俗表现。Yardeni Research此前注意到，早在拜登宣布了逾2万亿美元的基建计划之前，材料股就已经大幅上涨，成为标普500指数年内表现最出色的板块之一。截至4月初，标普500钢铁指数上涨了逾50%，标普500铜价指数上涨超过25%。</p>\n<p><b>财报季也可能让人失望？警惕这个逆风因素</b></p>\n<p>但需要注意的是，盈利预期的大幅上调，可能会为这个财报季设定更高的门槛，市场更容易会感到失望。</p>\n<p>一个潜在的盈利逆风因素是成本。石油价格几乎是去年的三倍，铜价是原来的两倍，就连玉米价格也同比增长了67%。无论是制造商还是零售商，都在承受着更高的投入成本。ISM制造业价格指数已经达到近十年来的最高水平。<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>首席美股策略师迈克·威尔逊（Mike Wilson）称，由于生产者价格最近的上涨速度快于消费者价格，因此利润肯定会受到损害。</p>\n<p>高盛首席美股分析师戴维·科斯汀（David Kostin）指出：“我们已经知道，供应链价格出现了大幅上涨，不过问题在于，有多少家公司、哪些公司、哪些行业会通过提价将成本转嫁到消费者身上。”科斯汀称，成本上升而导致利润率的下降是在评估2021年企业<a href=\"https://laohu8.com/S/06838\">盈利时</a>必须考虑的因素。</p>\n<p>今年以来，金融股、零售股等对经济周期敏感的股票引领了股市的上涨，表明投资者在很大程度上在价格中计入了其复苏前景。一旦业绩或指引不及预期，可能会引发一轮获利回吐行情。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/96819b78df36696eeccbf03ebd7c466d","relate_stocks":{"XLY":"消费品指数ETF-SPDR可选消费品","XLB":"材料ETF","XLF":"金融ETF"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1149156268","content_text":"作者：莫宁\n美股Q1财报季来临之前，道指和标普500指数都创出了纪录新高。又正值疫情爆发以来满一年时间，投资者急于看到公司的业绩表现以及对未来的展望，寻找支撑美股高估值的理由。\n自年初以来，分析师对于标普500指数公司的盈利预期更加乐观，将其Q1利润增长预期从去年12月底的15.8%上调至24.5%；预计全年的盈利同比增幅达到26%。\n分板块来看，截至4月9日，华尔街预计标普500指数11个板块中有9个板块将实现盈利增长，预计只有工业板块和能源板块盈利会下滑，跌幅料均会超过16%。而非必需消费品、金融和材料三大行业预计会有强劲的盈利增长，预期增幅分别为103.2%、79.0%和46.3%。\n标普500指数11板块Q1盈利增长预期\n三大板块盈利有望实现爆发性增长\n值得注意的是，非必需消费品 (NYSE:XLY)、金融 (NYSE:XLF)、材料 (NYSE:XLB)这些都是周期性行业，受益于经济体的重新开放。非必需消费品主要包括零售商、服装公司、餐馆和服务供应商，这个板块比较受欢迎的个股包括麦当劳公司、耐克、星巴克公司等等，此外，像酒店、旅游等公司亦属于该板块。\n华尔街对于零售公司在后疫情时代的持续复苏感到乐观。年初迄今，SPDR® S&P Retail ETF (NYSE:XRT)已经累计上涨超过43%。\n上周，瑞银发表报告称，这一涨势可能会还持续半年，到9月份之前这个类别的股票可能会有7%至13%的涨幅不等。该投行看好耐克 (NYSE:NKE)、Deckers Outdoor Corp. (NYSE:DECK)、加拿大鹅控股公司 (NYSE:GOOS)、拉夫劳伦(Ralph lauren) (NYSE:RL)、斯凯奇 (NYSE:SKX)、李维斯 (NYSE:LEVI)、PVH Corp. (NYSE:PVH)、美鹰服饰 (NYSE:AEO)、Capri Holdings Ltd (NYSE:CPRI)这几只零售股，因为这些股票不仅有着强劲的增长前景，而且它们结合了有望大幅超越EPS共识预期以及市盈率扩张潜力两大优势。\n至于金融股，本周将率先由大型银行股拉开帷幕。SPDR® S&P Bank ETF (NYSE:KBE)今年以来大涨了近26%。银行的坏账拨备金将得以释放，从而在第一季度成为主要的盈利增长来源，虽然净利息收入增长的放缓以及潜在的净利息利润率可能会在一定程度上抵消这些增长。\n此外，随着经济的复苏，贷款业务的增长有望成为银行的驱动力。高盛分析师表示，预计银行高管会对今明两年的行情保持乐观态度。德意志银行预计，到2023年和2024年，银行的每股收益将有20%的增长，银行股在未来两至三年还有50%的上涨空间。\n去年，由于美联储希望银行在经济低迷时期节省资本，因此对其股票回购和派息施加了限制。不过在上个月，美联储表示正在寻求放宽这些限制，具体取决于银行在年度压力测试中的表现。\n高盛最为看好摩根士丹利 (NYSE:MS)、美国银行 (NYSE:BAC)和花旗集团 (NYSE:C)；而德意志银行的首选则是美国银行 (NYSE:BAC)、Citizens Financial Group Inc (Rhode Island) (NYSE:CFG)、摩根大通 (NYSE:JPM)、M&T Bank Corp (NYSE:MTB)、Truist Financial Corp (NYSE:TFC)、U.S. Bancorp (NYSE:USB)和富国银行 (NYSE:WFC)。\n材料股年内亦有不俗表现。Yardeni Research此前注意到，早在拜登宣布了逾2万亿美元的基建计划之前，材料股就已经大幅上涨，成为标普500指数年内表现最出色的板块之一。截至4月初，标普500钢铁指数上涨了逾50%，标普500铜价指数上涨超过25%。\n财报季也可能让人失望？警惕这个逆风因素\n但需要注意的是，盈利预期的大幅上调，可能会为这个财报季设定更高的门槛，市场更容易会感到失望。\n一个潜在的盈利逆风因素是成本。石油价格几乎是去年的三倍，铜价是原来的两倍，就连玉米价格也同比增长了67%。无论是制造商还是零售商，都在承受着更高的投入成本。ISM制造业价格指数已经达到近十年来的最高水平。摩根士丹利首席美股策略师迈克·威尔逊（Mike Wilson）称，由于生产者价格最近的上涨速度快于消费者价格，因此利润肯定会受到损害。\n高盛首席美股分析师戴维·科斯汀（David Kostin）指出：“我们已经知道，供应链价格出现了大幅上涨，不过问题在于，有多少家公司、哪些公司、哪些行业会通过提价将成本转嫁到消费者身上。”科斯汀称，成本上升而导致利润率的下降是在评估2021年企业盈利时必须考虑的因素。\n今年以来，金融股、零售股等对经济周期敏感的股票引领了股市的上涨，表明投资者在很大程度上在价格中计入了其复苏前景。一旦业绩或指引不及预期，可能会引发一轮获利回吐行情。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1776,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":351476000,"gmtCreate":1616630524900,"gmtModify":1616630524900,"author":{"id":"3547588288326617","authorId":"3547588288326617","name":"FiveDu","avatar":"https://static.tigerbbs.com/a04b6e3ea8eb9eaeb05d8464e08a5842","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3547588288326617","authorIdStr":"3547588288326617"},"themes":[],"htmlText":"清仓大甩卖","listText":"清仓大甩卖","text":"清仓大甩卖","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/351476000","repostId":"2122249534","repostType":4,"isVote":1,"tweetType":1,"viewCount":2134,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":310973785,"gmtCreate":1611244416547,"gmtModify":1703749210490,"author":{"id":"3547588288326617","authorId":"3547588288326617","name":"FiveDu","avatar":"https://static.tigerbbs.com/a04b6e3ea8eb9eaeb05d8464e08a5842","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3547588288326617","authorIdStr":"3547588288326617"},"themes":[],"htmlText":"寒假来了","listText":"寒假来了","text":"寒假来了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/310973785","repostId":"1182496743","repostType":4,"repost":{"id":"1182496743","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1611244203,"share":"https://www.laohu8.com/m/news/1182496743?lang=&edition=full","pubTime":"2021-01-21 23:50","market":"us","language":"zh","title":"中概股在线教育板块造好，跟谁学、网易有道涨超8%","url":"https://stock-news.laohu8.com/highlight/detail?id=1182496743","media":"老虎资讯综合","summary":"1月21日，中概股在线教育板块造好，好未来盘中一度涨超22%，跟谁学、网易有道涨超8%，新东方涨超3%。","content":"<p>1月21日，中概股在线教育板块造好，<a href=\"https://laohu8.com/S/TAL\">好未来</a>盘中一度涨超22%，<a href=\"https://laohu8.com/S/GSX\">跟谁学</a>、<a href=\"https://laohu8.com/S/NTES\">网易</a>有道涨超8%，<a href=\"https://laohu8.com/S/EDU\">新东方</a>涨超3%。</p><p><img src=\"https://static.tigerbbs.com/1abb9344a697a844d3fee771a8bfbd28\" tg-width=\"840\" tg-height=\"470\"><img src=\"https://static.tigerbbs.com/774184664fb0155d88929739a6357e4d\" tg-width=\"840\" tg-height=\"470\"></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>中概股在线教育板块造好，跟谁学、网易有道涨超8%</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\">\n中概股在线教育板块造好，跟谁学、网易有道涨超8%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\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\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-01-21 23:50</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>1月21日，中概股在线教育板块造好，<a href=\"https://laohu8.com/S/TAL\">好未来</a>盘中一度涨超22%，<a href=\"https://laohu8.com/S/GSX\">跟谁学</a>、<a href=\"https://laohu8.com/S/NTES\">网易</a>有道涨超8%，<a href=\"https://laohu8.com/S/EDU\">新东方</a>涨超3%。</p><p><img src=\"https://static.tigerbbs.com/1abb9344a697a844d3fee771a8bfbd28\" tg-width=\"840\" tg-height=\"470\"><img src=\"https://static.tigerbbs.com/774184664fb0155d88929739a6357e4d\" tg-width=\"840\" tg-height=\"470\"></p><p></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c5f6cd84096ca9b3b893fb788b76d134","relate_stocks":{"EDU":"新东方","DAO":"有道"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1182496743","content_text":"1月21日，中概股在线教育板块造好，好未来盘中一度涨超22%，跟谁学、网易有道涨超8%，新东方涨超3%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1954,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":339456974,"gmtCreate":1609047342498,"gmtModify":1703737543516,"author":{"id":"3547588288326617","authorId":"3547588288326617","name":"FiveDu","avatar":"https://static.tigerbbs.com/a04b6e3ea8eb9eaeb05d8464e08a5842","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3547588288326617","authorIdStr":"3547588288326617"},"themes":[],"htmlText":"然后呢","listText":"然后呢","text":"然后呢","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/339456974","repostId":"1102748603","repostType":4,"repost":{"id":"1102748603","kind":"news","pubTimestamp":1609046878,"share":"https://www.laohu8.com/m/news/1102748603?lang=&edition=full","pubTime":"2020-12-27 13:27","market":"us","language":"zh","title":"浙江省市监局负责人：进驻阿里巴巴现场调查全部结束","url":"https://stock-news.laohu8.com/highlight/detail?id=1102748603","media":"浙江新闻","summary":"据浙江新闻消息，12月24日，国家市场监管总局根据举报，依法对阿里巴巴集团控股有限公司实施“二选一”等涉嫌垄断行为开展立案调查。浙江省市场监管局负责人日前在接受记者采访时表示，调查人员对阿里巴巴集团控","content":"<p>据浙江新闻消息，12月24日，国家市场监管总局根据举报，依法对阿里巴巴集团控股有限公司实施“二选一”等涉嫌垄断行为开展立案调查。</p><p>浙江省市场监管局负责人日前在接受记者采访时表示，调查人员对阿里巴巴集团控股有限公司及部门相关负责人进行了调查询问，并提取相关证据资料。阿里巴巴集团控股有限公司积极配合，认真接受调查组询问，及时提供相关资料，自觉接受调查。整个过程平稳有序，当天现场调查全部结束。</p><p><img src=\"https://static.tigerbbs.com/4823fcc96d996ab6a6556bbe49cd3b9a\" tg-width=\"424\" tg-height=\"543\"></p>","source":"lsy1587263133355","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>浙江省市监局负责人：进驻阿里巴巴现场调查全部结束</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\">\n浙江省市监局负责人：进驻阿里巴巴现场调查全部结束\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-12-27 13:27 北京时间&nbsp;&nbsp;&nbsp;<a href=https://zj.zjol.com.cn/red_boat.html?id=101076634><strong>浙江新闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>据浙江新闻消息，12月24日，国家市场监管总局根据举报，依法对阿里巴巴集团控股有限公司实施“二选一”等涉嫌垄断行为开展立案调查。浙江省市场监管局负责人日前在接受记者采访时表示，调查人员对阿里巴巴集团控股有限公司及部门相关负责人进行了调查询问，并提取相关证据资料。阿里巴巴集团控股有限公司积极配合，认真接受调查组询问，及时提供相关资料，自觉接受调查。整个过程平稳有序，当天现场调查全部结束。</p>\n\n<a href=\"https://zj.zjol.com.cn/red_boat.html?id=101076634\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/38ce24331e38c2fd573aeb0067f50146","relate_stocks":{"09988":"阿里巴巴-W","BABA":"阿里巴巴"},"source_url":"https://zj.zjol.com.cn/red_boat.html?id=101076634","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1102748603","content_text":"据浙江新闻消息，12月24日，国家市场监管总局根据举报，依法对阿里巴巴集团控股有限公司实施“二选一”等涉嫌垄断行为开展立案调查。浙江省市场监管局负责人日前在接受记者采访时表示，调查人员对阿里巴巴集团控股有限公司及部门相关负责人进行了调查询问，并提取相关证据资料。阿里巴巴集团控股有限公司积极配合，认真接受调查组询问，及时提供相关资料，自觉接受调查。整个过程平稳有序，当天现场调查全部结束。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1962,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3541652435271691","authorId":"3541652435271691","name":"好涨吧","avatar":"https://static.tigerbbs.com/0c4c5ddd0122cab9c245372090ab3493","crmLevel":3,"crmLevelSwitch":0,"idStr":"3541652435271691","authorIdStr":"3541652435271691"},"content":"然后拿着过年的礼物🎁，皆大欢喜","text":"然后拿着过年的礼物🎁，皆大欢喜","html":"然后拿着过年的礼物🎁，皆大欢喜"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":390392075,"gmtCreate":1605710127797,"gmtModify":1703839137046,"author":{"id":"3547588288326617","authorId":"3547588288326617","name":"FiveDu","avatar":"https://static.tigerbbs.com/a04b6e3ea8eb9eaeb05d8464e08a5842","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3547588288326617","authorIdStr":"3547588288326617"},"themes":[],"htmlText":"又狂跌","listText":"又狂跌","text":"又狂跌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/390392075","repostId":"1128926363","repostType":2,"repost":{"id":"1128926363","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1605698355,"share":"https://www.laohu8.com/m/news/1128926363?lang=&edition=full","pubTime":"2020-11-18 19:19","market":"us","language":"zh","title":"金山云第三季度营收17.29亿元，同比增长72.6%","url":"https://stock-news.laohu8.com/highlight/detail?id=1128926363","media":"老虎资讯综合","summary":"预计四季度营收18.8-19.5亿元。","content":"<p>11月18日美股盘前，<a href=\"https://laohu8.com/S/KC\">金山云</a>公布了2020财年第三季度财报。</p><p>财报显示，金山云三季度营收为17.29亿元(单位：人民币，下同)，同比增长72.6%；此前预计第三季度营收增速区间为67％-74％，实际营收和增速均达到指引的中高端。</p><p>按业务划分，公有云业务收入13.10亿元，同比增长48.1％；企业云业务收入4.09亿元，同比增长257.3%。其他收入为1000万元。</p><p>营收成本为16.15亿元，同比增长64.4％；毛利润为1.129亿元，毛利率为6.5％，去年同期的毛利润为1870万元，毛利率为1.9％。</p><p>净亏损为1.05亿元，去年同期为3.5亿元。摊薄后每股亏损0.03元，去年同期为0.39元。</p><p>截至2020年9月30日，金山云持有的现金、现金等价物和短期投资为67.969亿元(合约10亿美元)。</p><p>该公司预期2020年第四季度的总营收将在18.8亿至19.5亿元人民币之间。</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>金山云第三季度营收17.29亿元，同比增长72.6%</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\">\n金山云第三季度营收17.29亿元，同比增长72.6%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\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\">老虎资讯综合 </p>\n<p class=\"h-time\">2020-11-18 19:19</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>11月18日美股盘前，<a href=\"https://laohu8.com/S/KC\">金山云</a>公布了2020财年第三季度财报。</p><p>财报显示，金山云三季度营收为17.29亿元(单位：人民币，下同)，同比增长72.6%；此前预计第三季度营收增速区间为67％-74％，实际营收和增速均达到指引的中高端。</p><p>按业务划分，公有云业务收入13.10亿元，同比增长48.1％；企业云业务收入4.09亿元，同比增长257.3%。其他收入为1000万元。</p><p>营收成本为16.15亿元，同比增长64.4％；毛利润为1.129亿元，毛利率为6.5％，去年同期的毛利润为1870万元，毛利率为1.9％。</p><p>净亏损为1.05亿元，去年同期为3.5亿元。摊薄后每股亏损0.03元，去年同期为0.39元。</p><p>截至2020年9月30日，金山云持有的现金、现金等价物和短期投资为67.969亿元(合约10亿美元)。</p><p>该公司预期2020年第四季度的总营收将在18.8亿至19.5亿元人民币之间。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e5020cf29958b5388b8baa3241745c66","relate_stocks":{"KC":"金山云"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1128926363","content_text":"11月18日美股盘前，金山云公布了2020财年第三季度财报。财报显示，金山云三季度营收为17.29亿元(单位：人民币，下同)，同比增长72.6%；此前预计第三季度营收增速区间为67％-74％，实际营收和增速均达到指引的中高端。按业务划分，公有云业务收入13.10亿元，同比增长48.1％；企业云业务收入4.09亿元，同比增长257.3%。其他收入为1000万元。营收成本为16.15亿元，同比增长64.4％；毛利润为1.129亿元，毛利率为6.5％，去年同期的毛利润为1870万元，毛利率为1.9％。净亏损为1.05亿元，去年同期为3.5亿元。摊薄后每股亏损0.03元，去年同期为0.39元。截至2020年9月30日，金山云持有的现金、现金等价物和短期投资为67.969亿元(合约10亿美元)。该公司预期2020年第四季度的总营收将在18.8亿至19.5亿元人民币之间。","news_type":1},"isVote":1,"tweetType":1,"viewCount":2024,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":308967487,"gmtCreate":1603843614449,"gmtModify":1703830908803,"author":{"id":"3547588288326617","authorId":"3547588288326617","name":"FiveDu","avatar":"https://static.tigerbbs.com/a04b6e3ea8eb9eaeb05d8464e08a5842","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3547588288326617","authorIdStr":"3547588288326617"},"themes":[],"htmlText":"所谓的见光si","listText":"所谓的见光si","text":"所谓的见光si","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/308967487","repostId":"1180232169","repostType":4,"repost":{"id":"1180232169","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1603838819,"share":"https://www.laohu8.com/m/news/1180232169?lang=&edition=full","pubTime":"2020-10-28 06:46","market":"us","language":"zh","title":"微软Q1业绩超预期，Azure公共云营收大增48%","url":"https://stock-news.laohu8.com/highlight/detail?id=1180232169","media":"老虎资讯综合","summary":"10月28日讯，周二美股盘后微软公布2021财年第一财季财务报告，受Azure公共云高增速推动，微软营收、利润均超市场预期。具体来看：微软第一财季营收372亿美元，去年同期330.55亿美元，市场预期","content":"<p>10月28日讯，周二美股盘后<a href=\"https://laohu8.com/S/MSFT\">微软</a>公布2021财年第一财季财务报告，受Azure公共云高增速推动，微软营收、利润均超市场预期。具体来看：</p><ul><li>微软第一财季营收372亿美元，去年同期330.55亿美元，市场预期357.20亿美元；</li><li>调整后每股收益1.82美元，去年同期1.38美元，同比增长32%，市场预期1.55美元；</li><li>净利润139亿美元，去年同期106.78亿美元，同比增长30%，市场预期119.16亿美元。</li></ul><p>微软增长最快的业务为用于托管应用程序和网站的 Azure 公共云，营收同比增长48%，高于上一季度47%的增幅，分析师此前预期增长约44%。</p><p>分业务看：</p><ul><li>第一财季智能云业务营收同比增长20%至129.9亿美元，分析师预期127.3亿美元，该部门包括Azure、企业服务、GitHub和服务器产品；</li><li>生产力与业务流程部门营收同比增长11%，至123.2亿美元，分析师预期117.8亿美元，该部门包括Dynamics、LinkedIn和Office；</li><li>个人计算部门营收增长6%至118亿美元，分析师预期112.7亿美元，该部门包括Windows软件、Xbox游戏机、搜索广告和Surface。</li></ul><p>包括 Azure、Dynamics 365、商用 LinkedIn 和 Office 365 服务在内的<b>商业云合计收入达 152 亿美元，占总收入的 41%，而上一季度约为 38%。商业云毛利率为 71%，首次超过 70% 大关。</b>主要原因是， 受益于会计变更，将服务器设备的使用寿命从三年延长到四年。排除此影响，商业云的毛利率还是略有上升。</p><p>此外，<b>微软给出了下一季度业绩指导。微软预计，第二财季度收入为395亿至404亿美元，同比增长约8%，低于Refinitiv一致估计的404.3亿美元。</b></p><p><img src=\"https://static.tigerbbs.com/5b6090cc51f73ca8180548d8052e6352\" tg-width=\"1910\" tg-height=\"882\">受先前指出的会计估计变更的推动，公司的毛利率同比增长2个百分点至70％。排除这种影响，公司的毛利率百分比略有下降。</p><p>本季度，微软宣布以75亿美元收购Zenimax Media，而微软未能达成涉及视频共享应用程序TikTok的交易。</p><p>今年1月，微软宣布了一个目标，即到2030年消除比其排放更多的碳。在第一季度，微软提供了最新消息，称已将内部碳税扩大到其运营的所有部分，并更新了供应商的行为准则，以便供应商必须具体说明其排放。</p><p><b>财报公布后，微软盘后股价由涨转跌，现跌超1%。</b>今年以来，微软涨幅超30%，标普500指数年内仅上涨约5%。</p><p><img src=\"https://static.tigerbbs.com/8c427d006af470401ed74922b1a4745f\" tg-width=\"873\" tg-height=\"519\"></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\" 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06:46</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>10月28日讯，周二美股盘后<a href=\"https://laohu8.com/S/MSFT\">微软</a>公布2021财年第一财季财务报告，受Azure公共云高增速推动，微软营收、利润均超市场预期。具体来看：</p><ul><li>微软第一财季营收372亿美元，去年同期330.55亿美元，市场预期357.20亿美元；</li><li>调整后每股收益1.82美元，去年同期1.38美元，同比增长32%，市场预期1.55美元；</li><li>净利润139亿美元，去年同期106.78亿美元，同比增长30%，市场预期119.16亿美元。</li></ul><p>微软增长最快的业务为用于托管应用程序和网站的 Azure 公共云，营收同比增长48%，高于上一季度47%的增幅，分析师此前预期增长约44%。</p><p>分业务看：</p><ul><li>第一财季智能云业务营收同比增长20%至129.9亿美元，分析师预期127.3亿美元，该部门包括Azure、企业服务、GitHub和服务器产品；</li><li>生产力与业务流程部门营收同比增长11%，至123.2亿美元，分析师预期117.8亿美元，该部门包括Dynamics、LinkedIn和Office；</li><li>个人计算部门营收增长6%至118亿美元，分析师预期112.7亿美元，该部门包括Windows软件、Xbox游戏机、搜索广告和Surface。</li></ul><p>包括 Azure、Dynamics 365、商用 LinkedIn 和 Office 365 服务在内的<b>商业云合计收入达 152 亿美元，占总收入的 41%，而上一季度约为 38%。商业云毛利率为 71%，首次超过 70% 大关。</b>主要原因是， 受益于会计变更，将服务器设备的使用寿命从三年延长到四年。排除此影响，商业云的毛利率还是略有上升。</p><p>此外，<b>微软给出了下一季度业绩指导。微软预计，第二财季度收入为395亿至404亿美元，同比增长约8%，低于Refinitiv一致估计的404.3亿美元。</b></p><p><img src=\"https://static.tigerbbs.com/5b6090cc51f73ca8180548d8052e6352\" tg-width=\"1910\" tg-height=\"882\">受先前指出的会计估计变更的推动，公司的毛利率同比增长2个百分点至70％。排除这种影响，公司的毛利率百分比略有下降。</p><p>本季度，微软宣布以75亿美元收购Zenimax Media，而微软未能达成涉及视频共享应用程序TikTok的交易。</p><p>今年1月，微软宣布了一个目标，即到2030年消除比其排放更多的碳。在第一季度，微软提供了最新消息，称已将内部碳税扩大到其运营的所有部分，并更新了供应商的行为准则，以便供应商必须具体说明其排放。</p><p><b>财报公布后，微软盘后股价由涨转跌，现跌超1%。</b>今年以来，微软涨幅超30%，标普500指数年内仅上涨约5%。</p><p><img src=\"https://static.tigerbbs.com/8c427d006af470401ed74922b1a4745f\" tg-width=\"873\" tg-height=\"519\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/63bcdd40747dbacf61bd55b0f5f96a16","relate_stocks":{"MSFT":"微软"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1180232169","content_text":"10月28日讯，周二美股盘后微软公布2021财年第一财季财务报告，受Azure公共云高增速推动，微软营收、利润均超市场预期。具体来看：微软第一财季营收372亿美元，去年同期330.55亿美元，市场预期357.20亿美元；调整后每股收益1.82美元，去年同期1.38美元，同比增长32%，市场预期1.55美元；净利润139亿美元，去年同期106.78亿美元，同比增长30%，市场预期119.16亿美元。微软增长最快的业务为用于托管应用程序和网站的 Azure 公共云，营收同比增长48%，高于上一季度47%的增幅，分析师此前预期增长约44%。分业务看：第一财季智能云业务营收同比增长20%至129.9亿美元，分析师预期127.3亿美元，该部门包括Azure、企业服务、GitHub和服务器产品；生产力与业务流程部门营收同比增长11%，至123.2亿美元，分析师预期117.8亿美元，该部门包括Dynamics、LinkedIn和Office；个人计算部门营收增长6%至118亿美元，分析师预期112.7亿美元，该部门包括Windows软件、Xbox游戏机、搜索广告和Surface。包括 Azure、Dynamics 365、商用 LinkedIn 和 Office 365 服务在内的商业云合计收入达 152 亿美元，占总收入的 41%，而上一季度约为 38%。商业云毛利率为 71%，首次超过 70% 大关。主要原因是， 受益于会计变更，将服务器设备的使用寿命从三年延长到四年。排除此影响，商业云的毛利率还是略有上升。此外，微软给出了下一季度业绩指导。微软预计，第二财季度收入为395亿至404亿美元，同比增长约8%，低于Refinitiv一致估计的404.3亿美元。受先前指出的会计估计变更的推动，公司的毛利率同比增长2个百分点至70％。排除这种影响，公司的毛利率百分比略有下降。本季度，微软宣布以75亿美元收购Zenimax Media，而微软未能达成涉及视频共享应用程序TikTok的交易。今年1月，微软宣布了一个目标，即到2030年消除比其排放更多的碳。在第一季度，微软提供了最新消息，称已将内部碳税扩大到其运营的所有部分，并更新了供应商的行为准则，以便供应商必须具体说明其排放。财报公布后，微软盘后股价由涨转跌，现跌超1%。今年以来，微软涨幅超30%，标普500指数年内仅上涨约5%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1894,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":303131476,"gmtCreate":1602990047395,"gmtModify":1703828450144,"author":{"id":"3547588288326617","authorId":"3547588288326617","name":"FiveDu","avatar":"https://static.tigerbbs.com/a04b6e3ea8eb9eaeb05d8464e08a5842","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3547588288326617","authorIdStr":"3547588288326617"},"themes":[],"htmlText":"呵呵","listText":"呵呵","text":"呵呵","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/303131476","repostId":"1167429303","repostType":4,"repost":{"id":"1167429303","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1602986923,"share":"https://www.laohu8.com/m/news/1167429303?lang=&edition=full","pubTime":"2020-10-18 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src=\"https://static.tigerbbs.com/39106fc15e0159db05059c0e5682f6b0\" tg-width=\"1080\" tg-height=\"12266\"><img src=\"https://static.tigerbbs.com/d2d72b3b80883991318369bf095c52b8\" tg-width=\"1080\" tg-height=\"11745\"></p><p></p><p></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/2c0ab7d3f5d89bb403311ca0a8e68f8e","relate_stocks":{"LI":"理想汽车"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1167429303","content_text":"理想汽车：仅用10个月，交付20000辆，创中国造车新势力最快交付记录。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1562,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3527667803686145","authorId":"3527667803686145","name":"社区成长助手","avatar":"https://static.tigerbbs.com/2b7c7106b5c0c8b0037faa67439d898f","crmLevel":1,"crmLevelSwitch":0,"idStr":"3527667803686145","authorIdStr":"3527667803686145"},"content":"终于等到了您的初发帖[比心][比心]发帖时关联相关股票或者相关话题，可以获得更多曝光哦～如果您想创作优质文章，请查看老虎社区创作指引","text":"终于等到了您的初发帖[比心][比心]发帖时关联相关股票或者相关话题，可以获得更多曝光哦～如果您想创作优质文章，请查看老虎社区创作指引","html":"终于等到了您的初发帖[比心][比心]发帖时关联相关股票或者相关话题，可以获得更多曝光哦～如果您想创作优质文章，请查看老虎社区创作指引"}],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":339456974,"gmtCreate":1609047342498,"gmtModify":1703737543516,"author":{"id":"3547588288326617","authorId":"3547588288326617","name":"FiveDu","avatar":"https://static.tigerbbs.com/a04b6e3ea8eb9eaeb05d8464e08a5842","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3547588288326617","authorIdStr":"3547588288326617"},"themes":[],"htmlText":"然后呢","listText":"然后呢","text":"然后呢","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/339456974","repostId":"1102748603","repostType":4,"repost":{"id":"1102748603","kind":"news","pubTimestamp":1609046878,"share":"https://www.laohu8.com/m/news/1102748603?lang=&edition=full","pubTime":"2020-12-27 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href=\"https://zj.zjol.com.cn/red_boat.html?id=101076634\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/38ce24331e38c2fd573aeb0067f50146","relate_stocks":{"09988":"阿里巴巴-W","BABA":"阿里巴巴"},"source_url":"https://zj.zjol.com.cn/red_boat.html?id=101076634","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1102748603","content_text":"据浙江新闻消息，12月24日，国家市场监管总局根据举报，依法对阿里巴巴集团控股有限公司实施“二选一”等涉嫌垄断行为开展立案调查。浙江省市场监管局负责人日前在接受记者采访时表示，调查人员对阿里巴巴集团控股有限公司及部门相关负责人进行了调查询问，并提取相关证据资料。阿里巴巴集团控股有限公司积极配合，认真接受调查组询问，及时提供相关资料，自觉接受调查。整个过程平稳有序，当天现场调查全部结束。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1962,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3541652435271691","authorId":"3541652435271691","name":"好涨吧","avatar":"https://static.tigerbbs.com/0c4c5ddd0122cab9c245372090ab3493","crmLevel":3,"crmLevelSwitch":0,"idStr":"3541652435271691","authorIdStr":"3541652435271691"},"content":"然后拿着过年的礼物🎁，皆大欢喜","text":"然后拿着过年的礼物🎁，皆大欢喜","html":"然后拿着过年的礼物🎁，皆大欢喜"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":351476000,"gmtCreate":1616630524900,"gmtModify":1616630524900,"author":{"id":"3547588288326617","authorId":"3547588288326617","name":"FiveDu","avatar":"https://static.tigerbbs.com/a04b6e3ea8eb9eaeb05d8464e08a5842","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3547588288326617","authorIdStr":"3547588288326617"},"themes":[],"htmlText":"清仓大甩卖","listText":"清仓大甩卖","text":"清仓大甩卖","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/351476000","repostId":"2122249534","repostType":4,"isVote":1,"tweetType":1,"viewCount":2134,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":195662222,"gmtCreate":1621293527366,"gmtModify":1621293527366,"author":{"id":"3547588288326617","authorId":"3547588288326617","name":"FiveDu","avatar":"https://static.tigerbbs.com/a04b6e3ea8eb9eaeb05d8464e08a5842","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3547588288326617","authorIdStr":"3547588288326617"},"themes":[],"htmlText":"已阅","listText":"已阅","text":"已阅","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/195662222","repostId":"2136954997","repostType":4,"isVote":1,"tweetType":1,"viewCount":1881,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":303131476,"gmtCreate":1602990047395,"gmtModify":1703828450144,"author":{"id":"3547588288326617","authorId":"3547588288326617","name":"FiveDu","avatar":"https://static.tigerbbs.com/a04b6e3ea8eb9eaeb05d8464e08a5842","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3547588288326617","authorIdStr":"3547588288326617"},"themes":[],"htmlText":"呵呵","listText":"呵呵","text":"呵呵","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/303131476","repostId":"1167429303","repostType":4,"repost":{"id":"1167429303","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1602986923,"share":"https://www.laohu8.com/m/news/1167429303?lang=&edition=full","pubTime":"2020-10-18 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src=\"https://static.tigerbbs.com/39106fc15e0159db05059c0e5682f6b0\" tg-width=\"1080\" tg-height=\"12266\"><img src=\"https://static.tigerbbs.com/d2d72b3b80883991318369bf095c52b8\" tg-width=\"1080\" tg-height=\"11745\"></p><p></p><p></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/2c0ab7d3f5d89bb403311ca0a8e68f8e","relate_stocks":{"LI":"理想汽车"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1167429303","content_text":"理想汽车：仅用10个月，交付20000辆，创中国造车新势力最快交付记录。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1562,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3527667803686145","authorId":"3527667803686145","name":"社区成长助手","avatar":"https://static.tigerbbs.com/2b7c7106b5c0c8b0037faa67439d898f","crmLevel":1,"crmLevelSwitch":0,"idStr":"3527667803686145","authorIdStr":"3527667803686145"},"content":"终于等到了您的初发帖[比心][比心]发帖时关联相关股票或者相关话题，可以获得更多曝光哦～如果您想创作优质文章，请查看老虎社区创作指引","text":"终于等到了您的初发帖[比心][比心]发帖时关联相关股票或者相关话题，可以获得更多曝光哦～如果您想创作优质文章，请查看老虎社区创作指引","html":"终于等到了您的初发帖[比心][比心]发帖时关联相关股票或者相关话题，可以获得更多曝光哦～如果您想创作优质文章，请查看老虎社区创作指引"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":162698212,"gmtCreate":1624060238836,"gmtModify":1624060238836,"author":{"id":"3547588288326617","authorId":"3547588288326617","name":"FiveDu","avatar":"https://static.tigerbbs.com/a04b6e3ea8eb9eaeb05d8464e08a5842","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3547588288326617","authorIdStr":"3547588288326617"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/RERE\">$爱回收(RERE)$</a>使用过，挺好","listText":"<a href=\"https://laohu8.com/S/RERE\">$爱回收(RERE)$</a>使用过，挺好","text":"$爱回收(RERE)$使用过，挺好","images":[{"img":"https://static.tigerbbs.com/0c10bd0768039a81c6d075532cf016c5","width":"1152","height":"2048"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/162698212","isVote":1,"tweetType":1,"viewCount":2178,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":119490117,"gmtCreate":1622557437639,"gmtModify":1622557437639,"author":{"id":"3547588288326617","authorId":"3547588288326617","name":"FiveDu","avatar":"https://static.tigerbbs.com/a04b6e3ea8eb9eaeb05d8464e08a5842","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3547588288326617","authorIdStr":"3547588288326617"},"themes":[],"htmlText":"wish继续下跌","listText":"wish继续下跌","text":"wish继续下跌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/119490117","repostId":"2140346723","repostType":2,"repost":{"id":"2140346723","kind":"news","pubTimestamp":1622550600,"share":"https://www.laohu8.com/m/news/2140346723?lang=&edition=full","pubTime":"2021-06-01 20:30","market":"us","language":"en","title":"WISH INVESTOR FILING DEADLINE: Bernstein Liebhard LLP Reminds Investors of the Deadline to File a Lead Plaintiff Motion in a Securities Class Action Lawsuit Against ContextLogic Inc.","url":"https://stock-news.laohu8.com/highlight/detail?id=2140346723","media":"PR Newswire","summary":"NEW YORK, June 1, 2021 /PRNewswire/ -- Bernstein Liebhard, a nationally acclaimed investor rights la","content":"<div>\n<p>NEW YORK, June 1, 2021 /PRNewswire/ -- Bernstein Liebhard, a nationally acclaimed investor rights law firm, announces that a securities class action lawsuit has been filed on behalf of investors who ...</p>\n\n<a href=\"https://finance.yahoo.com/news/wish-investor-filing-deadline-bernstein-123000493.html\">Web Link</a>\n\n</div>\n","source":"yahoofinance","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>WISH INVESTOR FILING DEADLINE: Bernstein Liebhard LLP Reminds Investors of the Deadline to File a Lead Plaintiff Motion in a Securities Class Action Lawsuit Against ContextLogic Inc.</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{ 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Investors of the Deadline to File a Lead Plaintiff Motion in a Securities Class Action Lawsuit Against ContextLogic Inc.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-01 20:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/wish-investor-filing-deadline-bernstein-123000493.html><strong>PR Newswire</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>NEW YORK, June 1, 2021 /PRNewswire/ -- Bernstein Liebhard, a nationally acclaimed investor rights law firm, announces that a securities class action lawsuit has been filed on behalf of investors who ...</p>\n\n<a href=\"https://finance.yahoo.com/news/wish-investor-filing-deadline-bernstein-123000493.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://s.yimg.com/uu/api/res/1.2/OgTwt_dOZxAdxvhARDzdXg--~B/aD0zOTg7dz00MDA7YXBwaWQ9eXRhY2h5b24-/https://s.yimg.com/uu/api/res/1.2/Yj0we7wgVu2AQxNhdio7Nw--~B/aD0zOTg7dz00MDA7YXBwaWQ9eXRhY2h5b24-/https://media.zenfs.com/en/prnewswire.com/11883614650c01ff3d21e0bec87b04a9","relate_stocks":{"TERN":"Terns Pharmaceuticals, Inc.","CRCT":"Cricut, Inc.","ISBC":"投资者银行"},"source_url":"https://finance.yahoo.com/news/wish-investor-filing-deadline-bernstein-123000493.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2140346723","content_text":"NEW YORK, June 1, 2021 /PRNewswire/ -- Bernstein Liebhard, a nationally acclaimed investor rights law firm, announces that a securities class action lawsuit has been filed on behalf of investors who purchased or acquired the securities of ContextLogic, Inc. (\"ContextLogic\" or the \"Company\") (NASDAQ: WISH) from December 16, 2020 through May 12, 2021 (the \"Class Period\"). The lawsuit filed in the United States District Court for the Northern District of California alleges violations of the Securities Act of 1933 and the Securities Exchange Act of 1934.\n\n  \n\nIf you purchased ContextLogic securities, and/or would like to discuss your legal rights and options please visit ContextLogic Shareholder Class Action Lawsuit or contact Joseph R. Seidman, Jr. toll free at (877) 779-1414 or Seidman@bernlieb.com\nThe complaint alleges that, during the Class Period, defendants made materially false and misleading statements regarding the Company's business. Specifically, Defendants' registration statement and prospectus issued in connection with the Company's initial public offering (\"IPO\") contained statements which were materially false and misleading because they failed to disclose and misrepresented the following adverse facts that existed at the time of the IPO: (a) that ContextLogic's 4Q20 monthly active users (\"MAUs\") had declined materially and were not then growing; and (b) that as a result of the foregoing, defendants materially overstated the Company's business metrics and financial prospects.\nOn May 12, 2021, when ContextLogic announced 1Q21 financial results for the interim period ended March 31, 2021, it disclosed that its MAUs had declined another 7% to just 101 million. The Company's forward sales guidance also fell short, with its 2Q21 revenue guidance of just $715 million to $730 million coming in significantly less than the $759 million the market had been led to expect and far less than the guidance of $735 to $750 million provided for 1Q21. \nOn this news, the market price of ContextLogic common stock declined $3.36 per share, or 29%, to close at $8.11 per share on May 13, 2021, on unusually high trading volume.\nIf you wish to serve as lead plaintiff, you must move the Court no later than July 16, 2021. A lead plaintiff is a representative party acting on behalf of other class members in directing the litigation. Your ability to share in any recovery doesn't require that you serve as lead plaintiff. If you choose to take no action, you may remain an absent class member.\nIf you purchased ContextLogic securities, and/or would like to discuss your legal rights and options please visit https://www.bernlieb.com/cases/contextlogicinc-wish-shareholder-class-action-lawsuit-fraud-stock-401/apply/ or contact Joseph R. Seidman, Jr. toll free at (877) 779-1414 or Seidman@bernlieb.com\nSince 1993, Bernstein Liebhard LLP has recovered over $3.5 billion for its clients. In addition to representing individual investors, the Firm has been retained by some of the largest public and private pension funds in the country to monitor their assets and pursue litigation on their behalf. As a result of its success litigating hundreds of lawsuits and class actions, the Firm has been named to The National Law Journal's \"Plaintiffs' Hot List\" thirteen times and listed in The Legal 500 for ten consecutive years.\nATTORNEY ADVERTISING. © 2021 Bernstein Liebhard LLP. The law firm responsible for this advertisement is Bernstein Liebhard LLP, 10 East 40th Street, New York, New York 10016, (212) 779-1414. The lawyer responsible for this advertisement in the State of Connecticut is Michael S. Bigin. Prior results do not guarantee or predict a similar outcome with respect to any future matter.\nContact Information\nJoseph R. Seidman, Jr.Bernstein Liebhard LLPhttps://www.bernlieb.com (877) 779-1414Seidman@bernlieb.com \n\n\n View original content to download multimedia:http://www.prnewswire.com/news-releases/wish-investor-filing-deadline-bernstein-liebhard-llp-reminds-investors-of-the-deadline-to-file-a-lead-plaintiff-motion-in-a-securities-class-action-lawsuit-against-contextlogic-inc-301302221.html\nSOURCE Bernstein Liebhard LLP","news_type":1},"isVote":1,"tweetType":1,"viewCount":1803,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":191147805,"gmtCreate":1620866431407,"gmtModify":1620866431407,"author":{"id":"3547588288326617","authorId":"3547588288326617","name":"FiveDu","avatar":"https://static.tigerbbs.com/a04b6e3ea8eb9eaeb05d8464e08a5842","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3547588288326617","authorIdStr":"3547588288326617"},"themes":[],"htmlText":"一直跌","listText":"一直跌","text":"一直跌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/191147805","repostId":"2135648914","repostType":4,"repost":{"id":"2135648914","kind":"highlight","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1620856800,"share":"https://www.laohu8.com/m/news/2135648914?lang=&edition=full","pubTime":"2021-05-13 06:00","market":"us","language":"zh","title":"ContextLogic Q1净利润不及预期，盘后跌逾12%","url":"https://stock-news.laohu8.com/highlight/detail?id=2135648914","media":"老虎资讯综合","summary":"ContextLogic(WISH.US)第一季度营收7.72亿美元，市场预期7.43亿美元。净亏损1.28亿美元，预期为亏损1.15亿美元。","content":"<p>美东时间5月12日美股盘后，移动电子商务平台ContextLogic报告了其第一季度的财务业绩。财报显示，ContextLogic<a href=\"https://laohu8.com/S/WISH\">$(WISH)$</a>第一季度营收7.72亿美元，市场预期7.43亿美元。净亏损1.28亿美元，预期为亏损1.15亿美元。<img src=\"https://static.tigerbbs.com/b9641ee98ea445fc7289773238f22212\" tg-width=\"938\" tg-height=\"666\" referrerpolicy=\"no-referrer\">Wish创始人兼首席执行官表示皮奥特·祖祖维斯基（Piotr Szulczewski）称：“2021年第一季度业绩超出了我们的预期” ，“收入同比增长75％，调整后EBITDA利润率环比和同比都有所提高，这表明了我们业务模式中的杠杆作用。我们的主要重点是通过有效的用户获取，增加的获利能力和更高的保留率来推动持续的长期增长。在本季度，我们完成了计划，并看到了我们新的举措的发展势头，以及我们努力实现产品多样化的努力。随着全球经济继续复苏，我们对Wish应用程序看到的强劲需求感到满意。”</p><p>财报发布后，ContextLogic盘后股价跌幅扩大至12.38%。<img src=\"https://static.tigerbbs.com/02caf68a61a04b057f67b08e65dacdcc\" tg-width=\"706\" tg-height=\"532\" referrerpolicy=\"no-referrer\">公司成立于2010年，总部位于旧金山，Wish是全球规模最大，发展最快的电子商务平台之一，它将100多个国家/地区的数百万具有价值意识的消费者与全球超过50万的商人联系在一起。Wish结合了技术和数据科学功能以及基于发现的创新型移动购物体验，为其用户创造了高度可视化，娱乐性和个性化的购物体验。</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>ContextLogic Q1净利润不及预期，盘后跌逾12%</title>\n<style 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}\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\">\nContextLogic Q1净利润不及预期，盘后跌逾12%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\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\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-05-13 06:00</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>美东时间5月12日美股盘后，移动电子商务平台ContextLogic报告了其第一季度的财务业绩。财报显示，ContextLogic<a href=\"https://laohu8.com/S/WISH\">$(WISH)$</a>第一季度营收7.72亿美元，市场预期7.43亿美元。净亏损1.28亿美元，预期为亏损1.15亿美元。<img src=\"https://static.tigerbbs.com/b9641ee98ea445fc7289773238f22212\" tg-width=\"938\" tg-height=\"666\" referrerpolicy=\"no-referrer\">Wish创始人兼首席执行官表示皮奥特·祖祖维斯基（Piotr Szulczewski）称：“2021年第一季度业绩超出了我们的预期” ，“收入同比增长75％，调整后EBITDA利润率环比和同比都有所提高，这表明了我们业务模式中的杠杆作用。我们的主要重点是通过有效的用户获取，增加的获利能力和更高的保留率来推动持续的长期增长。在本季度，我们完成了计划，并看到了我们新的举措的发展势头，以及我们努力实现产品多样化的努力。随着全球经济继续复苏，我们对Wish应用程序看到的强劲需求感到满意。”</p><p>财报发布后，ContextLogic盘后股价跌幅扩大至12.38%。<img src=\"https://static.tigerbbs.com/02caf68a61a04b057f67b08e65dacdcc\" tg-width=\"706\" tg-height=\"532\" referrerpolicy=\"no-referrer\">公司成立于2010年，总部位于旧金山，Wish是全球规模最大，发展最快的电子商务平台之一，它将100多个国家/地区的数百万具有价值意识的消费者与全球超过50万的商人联系在一起。Wish结合了技术和数据科学功能以及基于发现的创新型移动购物体验，为其用户创造了高度可视化，娱乐性和个性化的购物体验。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://img.zhitongcaijing.com/source/image/54104.jpeg?x-oss-process=image/format,jpg/quality,Q_80/resize,w_250","relate_stocks":{},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2135648914","content_text":"美东时间5月12日美股盘后，移动电子商务平台ContextLogic报告了其第一季度的财务业绩。财报显示，ContextLogic$(WISH)$第一季度营收7.72亿美元，市场预期7.43亿美元。净亏损1.28亿美元，预期为亏损1.15亿美元。Wish创始人兼首席执行官表示皮奥特·祖祖维斯基（Piotr Szulczewski）称：“2021年第一季度业绩超出了我们的预期” ，“收入同比增长75％，调整后EBITDA利润率环比和同比都有所提高，这表明了我们业务模式中的杠杆作用。我们的主要重点是通过有效的用户获取，增加的获利能力和更高的保留率来推动持续的长期增长。在本季度，我们完成了计划，并看到了我们新的举措的发展势头，以及我们努力实现产品多样化的努力。随着全球经济继续复苏，我们对Wish应用程序看到的强劲需求感到满意。”财报发布后，ContextLogic盘后股价跌幅扩大至12.38%。公司成立于2010年，总部位于旧金山，Wish是全球规模最大，发展最快的电子商务平台之一，它将100多个国家/地区的数百万具有价值意识的消费者与全球超过50万的商人联系在一起。Wish结合了技术和数据科学功能以及基于发现的创新型移动购物体验，为其用户创造了高度可视化，娱乐性和个性化的购物体验。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1635,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":342795923,"gmtCreate":1618240734062,"gmtModify":1618240734062,"author":{"id":"3547588288326617","authorId":"3547588288326617","name":"FiveDu","avatar":"https://static.tigerbbs.com/a04b6e3ea8eb9eaeb05d8464e08a5842","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3547588288326617","authorIdStr":"3547588288326617"},"themes":[],"htmlText":"空了吹","listText":"空了吹","text":"空了吹","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/342795923","repostId":"1149156268","repostType":4,"repost":{"id":"1149156268","kind":"news","weMediaInfo":{"introduction":"全球第五大财经门户网站Investing.com中国官方微信，提供全球各国海量金融资讯和实时行情数据，包括股票股指、外汇、期货、基金、债券、加密货币等。关注全球金融市场动态的投资者千万不可错过。","home_visible":1,"media_name":"英为财情Investing","id":"92","head_image":"https://static.tigerbbs.com/406e2b4996e14cd8a66a2a6864ef4313"},"pubTimestamp":1618219927,"share":"https://www.laohu8.com/m/news/1149156268?lang=&edition=full","pubTime":"2021-04-12 17:32","market":"us","language":"zh","title":"美股Q1财报季来袭！这三大板块或大放异彩","url":"https://stock-news.laohu8.com/highlight/detail?id=1149156268","media":"英为财情Investing","summary":"投资者急于看到公司的业绩表现以及对未来的展望，寻找支撑美股高估值的理由。","content":"<p><b>作者：莫宁</b></p>\n<p>美股Q1财报季来临之前，道指和标普500指数都创出了纪录新高。又正值疫情爆发以来满一年时间，投资者急于看到公司的业绩表现以及对未来的展望，寻找支撑美股高估值的理由。</p>\n<p>自年初以来，分析师对于标普500指数公司的盈利预期更加乐观，将其Q1利润增长预期从去年12月底的15.8%上调至24.5%；预计全年的盈利同比增幅达到26%。</p>\n<p>分板块来看，截至4月9日，华尔街预计标普500指数11个板块中有9个板块将实现盈利增长，预计只有工业板块和能源板块盈利会下滑，跌幅料均会超过16%。而非必需消费品、金融和材料三大行业预计会有强劲的盈利增长，预期增幅分别为103.2%、79.0%和46.3%。</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e4d8ba9262883f8af1fd3aff37e6489a\" tg-width=\"980\" tg-height=\"548\"><span>标普500指数11板块Q1盈利增长预期</span></p>\n<p><b>三大板块盈利有望实现爆发性增长</b></p>\n<p>值得注意的是，非必需消费品 (NYSE:XLY)、金融 (NYSE:XLF)、材料 (NYSE:XLB)这些都是周期性行业，受益于经济体的重新开放。非必需消费品主要包括零售商、服装公司、餐馆和服务供应商，这个板块比较受欢迎的个股包括<a href=\"https://laohu8.com/S/MCD\">麦当劳</a>公司、<a href=\"https://laohu8.com/S/NKE\">耐克</a>、<a href=\"https://laohu8.com/S/SBUX\">星巴克</a>公司等等，此外，像酒店、旅游等公司亦属于该板块。</p>\n<p>华尔街对于零售公司在后疫情时代的持续复苏感到乐观。年初迄今，SPDR® S&amp;P Retail ETF (NYSE:XRT)已经累计上涨超过43%。</p>\n<p>上周，<a href=\"https://laohu8.com/S/UBS\">瑞银</a>发表报告称，这一涨势可能会还持续半年，到9月份之前这个类别的股票可能会有7%至13%的涨幅不等。该投行看好<a href=\"https://laohu8.com/S/NKE\">耐克</a> (NYSE:NKE)、Deckers Outdoor Corp. (NYSE:DECK)、<a href=\"https://laohu8.com/S/GOOS\">加拿大鹅</a>控股公司 (NYSE:GOOS)、<a href=\"https://laohu8.com/S/RL\">拉夫劳伦</a>(Ralph lauren) (NYSE:RL)、<a href=\"https://laohu8.com/S/SKX\">斯凯奇</a> (NYSE:SKX)、<a href=\"https://laohu8.com/S/LEVI\">李维斯</a> (NYSE:LEVI)、<a href=\"https://laohu8.com/S/PVH\">PVH Corp</a>. (NYSE:PVH)、<a href=\"https://laohu8.com/S/AEO\">美鹰服饰</a> (NYSE:AEO)、<a href=\"https://laohu8.com/S/CPRI\">Capri Holdings Ltd</a> (NYSE:CPRI)这几只零售股，因为这些股票不仅有着强劲的增长前景，而且它们结合了有望大幅超越EPS共识预期以及市盈率扩张潜力两大优势。</p>\n<p>至于金融股，本周将率先由大型银行股拉开帷幕。SPDR® S&amp;P Bank ETF (NYSE:KBE)今年以来大涨了近26%。银行的坏账拨备金将得以释放，从而在第一季度成为主要的盈利增长来源，虽然净利息收入增长的放缓以及潜在的净利息利润率可能会在一定程度上抵消这些增长。</p>\n<p>此外，随着经济的复苏，贷款业务的增长有望成为银行的驱动力。<a href=\"https://laohu8.com/S/GS\">高盛</a>分析师表示，预计银行高管会对今明两年的行情保持乐观态度。<a href=\"https://laohu8.com/S/DB\">德意志银行</a>预计，到2023年和2024年，银行的每股收益将有20%的增长，银行股在未来两至三年还有50%的上涨空间。</p>\n<p>去年，由于美联储希望银行在经济低迷时期节省资本，因此对其股票回购和派息施加了限制。不过在上个月，美联储表示正在寻求放宽这些限制，具体取决于银行在年度压力测试中的表现。</p>\n<p><a href=\"https://laohu8.com/S/GS\">高盛</a>最为看好<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a> (NYSE:MS)、<a href=\"https://laohu8.com/S/BAC\">美国银行</a> (NYSE:BAC)和花旗集团 (NYSE:C)；而<a href=\"https://laohu8.com/S/0H7D.UK\">德意志银行</a>的首选则是<a href=\"https://laohu8.com/S/BAC\">美国银行</a> (NYSE:BAC)、<a href=\"https://laohu8.com/S/CFG\">Citizens Financial Group</a> Inc (Rhode Island) (NYSE:CFG)、<a href=\"https://laohu8.com/S/JPM\">摩根大通</a> (NYSE:JPM)、M&amp;T Bank Corp (NYSE:MTB)、<a href=\"https://laohu8.com/S/TFC\">Truist Financial Corp</a> (NYSE:TFC)、U.S. Bancorp (NYSE:USB)和<a href=\"https://laohu8.com/S/WFC\">富国银行</a> (NYSE:WFC)。</p>\n<p>材料股年内亦有不俗表现。Yardeni Research此前注意到，早在拜登宣布了逾2万亿美元的基建计划之前，材料股就已经大幅上涨，成为标普500指数年内表现最出色的板块之一。截至4月初，标普500钢铁指数上涨了逾50%，标普500铜价指数上涨超过25%。</p>\n<p><b>财报季也可能让人失望？警惕这个逆风因素</b></p>\n<p>但需要注意的是，盈利预期的大幅上调，可能会为这个财报季设定更高的门槛，市场更容易会感到失望。</p>\n<p>一个潜在的盈利逆风因素是成本。石油价格几乎是去年的三倍，铜价是原来的两倍，就连玉米价格也同比增长了67%。无论是制造商还是零售商，都在承受着更高的投入成本。ISM制造业价格指数已经达到近十年来的最高水平。<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>首席美股策略师迈克·威尔逊（Mike Wilson）称，由于生产者价格最近的上涨速度快于消费者价格，因此利润肯定会受到损害。</p>\n<p>高盛首席美股分析师戴维·科斯汀（David Kostin）指出：“我们已经知道，供应链价格出现了大幅上涨，不过问题在于，有多少家公司、哪些公司、哪些行业会通过提价将成本转嫁到消费者身上。”科斯汀称，成本上升而导致利润率的下降是在评估2021年企业<a href=\"https://laohu8.com/S/06838\">盈利时</a>必须考虑的因素。</p>\n<p>今年以来，金融股、零售股等对经济周期敏感的股票引领了股市的上涨，表明投资者在很大程度上在价格中计入了其复苏前景。一旦业绩或指引不及预期，可能会引发一轮获利回吐行情。</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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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美股Q1财报季来袭！这三大板块或大放异彩\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/92\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/406e2b4996e14cd8a66a2a6864ef4313);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">英为财情Investing </p>\n<p class=\"h-time\">2021-04-12 17:32</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p><b>作者：莫宁</b></p>\n<p>美股Q1财报季来临之前，道指和标普500指数都创出了纪录新高。又正值疫情爆发以来满一年时间，投资者急于看到公司的业绩表现以及对未来的展望，寻找支撑美股高估值的理由。</p>\n<p>自年初以来，分析师对于标普500指数公司的盈利预期更加乐观，将其Q1利润增长预期从去年12月底的15.8%上调至24.5%；预计全年的盈利同比增幅达到26%。</p>\n<p>分板块来看，截至4月9日，华尔街预计标普500指数11个板块中有9个板块将实现盈利增长，预计只有工业板块和能源板块盈利会下滑，跌幅料均会超过16%。而非必需消费品、金融和材料三大行业预计会有强劲的盈利增长，预期增幅分别为103.2%、79.0%和46.3%。</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e4d8ba9262883f8af1fd3aff37e6489a\" tg-width=\"980\" tg-height=\"548\"><span>标普500指数11板块Q1盈利增长预期</span></p>\n<p><b>三大板块盈利有望实现爆发性增长</b></p>\n<p>值得注意的是，非必需消费品 (NYSE:XLY)、金融 (NYSE:XLF)、材料 (NYSE:XLB)这些都是周期性行业，受益于经济体的重新开放。非必需消费品主要包括零售商、服装公司、餐馆和服务供应商，这个板块比较受欢迎的个股包括<a href=\"https://laohu8.com/S/MCD\">麦当劳</a>公司、<a href=\"https://laohu8.com/S/NKE\">耐克</a>、<a href=\"https://laohu8.com/S/SBUX\">星巴克</a>公司等等，此外，像酒店、旅游等公司亦属于该板块。</p>\n<p>华尔街对于零售公司在后疫情时代的持续复苏感到乐观。年初迄今，SPDR® S&amp;P Retail ETF (NYSE:XRT)已经累计上涨超过43%。</p>\n<p>上周，<a href=\"https://laohu8.com/S/UBS\">瑞银</a>发表报告称，这一涨势可能会还持续半年，到9月份之前这个类别的股票可能会有7%至13%的涨幅不等。该投行看好<a href=\"https://laohu8.com/S/NKE\">耐克</a> (NYSE:NKE)、Deckers Outdoor Corp. (NYSE:DECK)、<a href=\"https://laohu8.com/S/GOOS\">加拿大鹅</a>控股公司 (NYSE:GOOS)、<a href=\"https://laohu8.com/S/RL\">拉夫劳伦</a>(Ralph lauren) (NYSE:RL)、<a href=\"https://laohu8.com/S/SKX\">斯凯奇</a> (NYSE:SKX)、<a href=\"https://laohu8.com/S/LEVI\">李维斯</a> (NYSE:LEVI)、<a href=\"https://laohu8.com/S/PVH\">PVH Corp</a>. (NYSE:PVH)、<a href=\"https://laohu8.com/S/AEO\">美鹰服饰</a> (NYSE:AEO)、<a href=\"https://laohu8.com/S/CPRI\">Capri Holdings Ltd</a> (NYSE:CPRI)这几只零售股，因为这些股票不仅有着强劲的增长前景，而且它们结合了有望大幅超越EPS共识预期以及市盈率扩张潜力两大优势。</p>\n<p>至于金融股，本周将率先由大型银行股拉开帷幕。SPDR® S&amp;P Bank ETF (NYSE:KBE)今年以来大涨了近26%。银行的坏账拨备金将得以释放，从而在第一季度成为主要的盈利增长来源，虽然净利息收入增长的放缓以及潜在的净利息利润率可能会在一定程度上抵消这些增长。</p>\n<p>此外，随着经济的复苏，贷款业务的增长有望成为银行的驱动力。<a href=\"https://laohu8.com/S/GS\">高盛</a>分析师表示，预计银行高管会对今明两年的行情保持乐观态度。<a href=\"https://laohu8.com/S/DB\">德意志银行</a>预计，到2023年和2024年，银行的每股收益将有20%的增长，银行股在未来两至三年还有50%的上涨空间。</p>\n<p>去年，由于美联储希望银行在经济低迷时期节省资本，因此对其股票回购和派息施加了限制。不过在上个月，美联储表示正在寻求放宽这些限制，具体取决于银行在年度压力测试中的表现。</p>\n<p><a href=\"https://laohu8.com/S/GS\">高盛</a>最为看好<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a> (NYSE:MS)、<a href=\"https://laohu8.com/S/BAC\">美国银行</a> (NYSE:BAC)和花旗集团 (NYSE:C)；而<a href=\"https://laohu8.com/S/0H7D.UK\">德意志银行</a>的首选则是<a href=\"https://laohu8.com/S/BAC\">美国银行</a> (NYSE:BAC)、<a href=\"https://laohu8.com/S/CFG\">Citizens Financial Group</a> Inc (Rhode Island) (NYSE:CFG)、<a href=\"https://laohu8.com/S/JPM\">摩根大通</a> (NYSE:JPM)、M&amp;T Bank Corp (NYSE:MTB)、<a href=\"https://laohu8.com/S/TFC\">Truist Financial Corp</a> (NYSE:TFC)、U.S. Bancorp (NYSE:USB)和<a href=\"https://laohu8.com/S/WFC\">富国银行</a> (NYSE:WFC)。</p>\n<p>材料股年内亦有不俗表现。Yardeni Research此前注意到，早在拜登宣布了逾2万亿美元的基建计划之前，材料股就已经大幅上涨，成为标普500指数年内表现最出色的板块之一。截至4月初，标普500钢铁指数上涨了逾50%，标普500铜价指数上涨超过25%。</p>\n<p><b>财报季也可能让人失望？警惕这个逆风因素</b></p>\n<p>但需要注意的是，盈利预期的大幅上调，可能会为这个财报季设定更高的门槛，市场更容易会感到失望。</p>\n<p>一个潜在的盈利逆风因素是成本。石油价格几乎是去年的三倍，铜价是原来的两倍，就连玉米价格也同比增长了67%。无论是制造商还是零售商，都在承受着更高的投入成本。ISM制造业价格指数已经达到近十年来的最高水平。<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>首席美股策略师迈克·威尔逊（Mike Wilson）称，由于生产者价格最近的上涨速度快于消费者价格，因此利润肯定会受到损害。</p>\n<p>高盛首席美股分析师戴维·科斯汀（David Kostin）指出：“我们已经知道，供应链价格出现了大幅上涨，不过问题在于，有多少家公司、哪些公司、哪些行业会通过提价将成本转嫁到消费者身上。”科斯汀称，成本上升而导致利润率的下降是在评估2021年企业<a href=\"https://laohu8.com/S/06838\">盈利时</a>必须考虑的因素。</p>\n<p>今年以来，金融股、零售股等对经济周期敏感的股票引领了股市的上涨，表明投资者在很大程度上在价格中计入了其复苏前景。一旦业绩或指引不及预期，可能会引发一轮获利回吐行情。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/96819b78df36696eeccbf03ebd7c466d","relate_stocks":{"XLY":"消费品指数ETF-SPDR可选消费品","XLB":"材料ETF","XLF":"金融ETF"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1149156268","content_text":"作者：莫宁\n美股Q1财报季来临之前，道指和标普500指数都创出了纪录新高。又正值疫情爆发以来满一年时间，投资者急于看到公司的业绩表现以及对未来的展望，寻找支撑美股高估值的理由。\n自年初以来，分析师对于标普500指数公司的盈利预期更加乐观，将其Q1利润增长预期从去年12月底的15.8%上调至24.5%；预计全年的盈利同比增幅达到26%。\n分板块来看，截至4月9日，华尔街预计标普500指数11个板块中有9个板块将实现盈利增长，预计只有工业板块和能源板块盈利会下滑，跌幅料均会超过16%。而非必需消费品、金融和材料三大行业预计会有强劲的盈利增长，预期增幅分别为103.2%、79.0%和46.3%。\n标普500指数11板块Q1盈利增长预期\n三大板块盈利有望实现爆发性增长\n值得注意的是，非必需消费品 (NYSE:XLY)、金融 (NYSE:XLF)、材料 (NYSE:XLB)这些都是周期性行业，受益于经济体的重新开放。非必需消费品主要包括零售商、服装公司、餐馆和服务供应商，这个板块比较受欢迎的个股包括麦当劳公司、耐克、星巴克公司等等，此外，像酒店、旅游等公司亦属于该板块。\n华尔街对于零售公司在后疫情时代的持续复苏感到乐观。年初迄今，SPDR® S&P Retail ETF (NYSE:XRT)已经累计上涨超过43%。\n上周，瑞银发表报告称，这一涨势可能会还持续半年，到9月份之前这个类别的股票可能会有7%至13%的涨幅不等。该投行看好耐克 (NYSE:NKE)、Deckers Outdoor Corp. (NYSE:DECK)、加拿大鹅控股公司 (NYSE:GOOS)、拉夫劳伦(Ralph lauren) (NYSE:RL)、斯凯奇 (NYSE:SKX)、李维斯 (NYSE:LEVI)、PVH Corp. (NYSE:PVH)、美鹰服饰 (NYSE:AEO)、Capri Holdings Ltd (NYSE:CPRI)这几只零售股，因为这些股票不仅有着强劲的增长前景，而且它们结合了有望大幅超越EPS共识预期以及市盈率扩张潜力两大优势。\n至于金融股，本周将率先由大型银行股拉开帷幕。SPDR® S&P Bank ETF (NYSE:KBE)今年以来大涨了近26%。银行的坏账拨备金将得以释放，从而在第一季度成为主要的盈利增长来源，虽然净利息收入增长的放缓以及潜在的净利息利润率可能会在一定程度上抵消这些增长。\n此外，随着经济的复苏，贷款业务的增长有望成为银行的驱动力。高盛分析师表示，预计银行高管会对今明两年的行情保持乐观态度。德意志银行预计，到2023年和2024年，银行的每股收益将有20%的增长，银行股在未来两至三年还有50%的上涨空间。\n去年，由于美联储希望银行在经济低迷时期节省资本，因此对其股票回购和派息施加了限制。不过在上个月，美联储表示正在寻求放宽这些限制，具体取决于银行在年度压力测试中的表现。\n高盛最为看好摩根士丹利 (NYSE:MS)、美国银行 (NYSE:BAC)和花旗集团 (NYSE:C)；而德意志银行的首选则是美国银行 (NYSE:BAC)、Citizens Financial Group Inc (Rhode Island) (NYSE:CFG)、摩根大通 (NYSE:JPM)、M&T Bank Corp (NYSE:MTB)、Truist Financial Corp (NYSE:TFC)、U.S. Bancorp (NYSE:USB)和富国银行 (NYSE:WFC)。\n材料股年内亦有不俗表现。Yardeni Research此前注意到，早在拜登宣布了逾2万亿美元的基建计划之前，材料股就已经大幅上涨，成为标普500指数年内表现最出色的板块之一。截至4月初，标普500钢铁指数上涨了逾50%，标普500铜价指数上涨超过25%。\n财报季也可能让人失望？警惕这个逆风因素\n但需要注意的是，盈利预期的大幅上调，可能会为这个财报季设定更高的门槛，市场更容易会感到失望。\n一个潜在的盈利逆风因素是成本。石油价格几乎是去年的三倍，铜价是原来的两倍，就连玉米价格也同比增长了67%。无论是制造商还是零售商，都在承受着更高的投入成本。ISM制造业价格指数已经达到近十年来的最高水平。摩根士丹利首席美股策略师迈克·威尔逊（Mike Wilson）称，由于生产者价格最近的上涨速度快于消费者价格，因此利润肯定会受到损害。\n高盛首席美股分析师戴维·科斯汀（David Kostin）指出：“我们已经知道，供应链价格出现了大幅上涨，不过问题在于，有多少家公司、哪些公司、哪些行业会通过提价将成本转嫁到消费者身上。”科斯汀称，成本上升而导致利润率的下降是在评估2021年企业盈利时必须考虑的因素。\n今年以来，金融股、零售股等对经济周期敏感的股票引领了股市的上涨，表明投资者在很大程度上在价格中计入了其复苏前景。一旦业绩或指引不及预期，可能会引发一轮获利回吐行情。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1776,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":310973785,"gmtCreate":1611244416547,"gmtModify":1703749210490,"author":{"id":"3547588288326617","authorId":"3547588288326617","name":"FiveDu","avatar":"https://static.tigerbbs.com/a04b6e3ea8eb9eaeb05d8464e08a5842","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3547588288326617","authorIdStr":"3547588288326617"},"themes":[],"htmlText":"寒假来了","listText":"寒假来了","text":"寒假来了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/310973785","repostId":"1182496743","repostType":4,"repost":{"id":"1182496743","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1611244203,"share":"https://www.laohu8.com/m/news/1182496743?lang=&edition=full","pubTime":"2021-01-21 23:50","market":"us","language":"zh","title":"中概股在线教育板块造好，跟谁学、网易有道涨超8%","url":"https://stock-news.laohu8.com/highlight/detail?id=1182496743","media":"老虎资讯综合","summary":"1月21日，中概股在线教育板块造好，好未来盘中一度涨超22%，跟谁学、网易有道涨超8%，新东方涨超3%。","content":"<p>1月21日，中概股在线教育板块造好，<a href=\"https://laohu8.com/S/TAL\">好未来</a>盘中一度涨超22%，<a href=\"https://laohu8.com/S/GSX\">跟谁学</a>、<a href=\"https://laohu8.com/S/NTES\">网易</a>有道涨超8%，<a href=\"https://laohu8.com/S/EDU\">新东方</a>涨超3%。</p><p><img src=\"https://static.tigerbbs.com/1abb9344a697a844d3fee771a8bfbd28\" tg-width=\"840\" tg-height=\"470\"><img src=\"https://static.tigerbbs.com/774184664fb0155d88929739a6357e4d\" tg-width=\"840\" tg-height=\"470\"></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\" 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23:50</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>1月21日，中概股在线教育板块造好，<a href=\"https://laohu8.com/S/TAL\">好未来</a>盘中一度涨超22%，<a href=\"https://laohu8.com/S/GSX\">跟谁学</a>、<a href=\"https://laohu8.com/S/NTES\">网易</a>有道涨超8%，<a href=\"https://laohu8.com/S/EDU\">新东方</a>涨超3%。</p><p><img src=\"https://static.tigerbbs.com/1abb9344a697a844d3fee771a8bfbd28\" tg-width=\"840\" tg-height=\"470\"><img src=\"https://static.tigerbbs.com/774184664fb0155d88929739a6357e4d\" tg-width=\"840\" tg-height=\"470\"></p><p></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c5f6cd84096ca9b3b893fb788b76d134","relate_stocks":{"EDU":"新东方","DAO":"有道"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1182496743","content_text":"1月21日，中概股在线教育板块造好，好未来盘中一度涨超22%，跟谁学、网易有道涨超8%，新东方涨超3%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1954,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":390392075,"gmtCreate":1605710127797,"gmtModify":1703839137046,"author":{"id":"3547588288326617","authorId":"3547588288326617","name":"FiveDu","avatar":"https://static.tigerbbs.com/a04b6e3ea8eb9eaeb05d8464e08a5842","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3547588288326617","authorIdStr":"3547588288326617"},"themes":[],"htmlText":"又狂跌","listText":"又狂跌","text":"又狂跌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/390392075","repostId":"1128926363","repostType":2,"repost":{"id":"1128926363","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1605698355,"share":"https://www.laohu8.com/m/news/1128926363?lang=&edition=full","pubTime":"2020-11-18 19:19","market":"us","language":"zh","title":"金山云第三季度营收17.29亿元，同比增长72.6%","url":"https://stock-news.laohu8.com/highlight/detail?id=1128926363","media":"老虎资讯综合","summary":"预计四季度营收18.8-19.5亿元。","content":"<p>11月18日美股盘前，<a href=\"https://laohu8.com/S/KC\">金山云</a>公布了2020财年第三季度财报。</p><p>财报显示，金山云三季度营收为17.29亿元(单位：人民币，下同)，同比增长72.6%；此前预计第三季度营收增速区间为67％-74％，实际营收和增速均达到指引的中高端。</p><p>按业务划分，公有云业务收入13.10亿元，同比增长48.1％；企业云业务收入4.09亿元，同比增长257.3%。其他收入为1000万元。</p><p>营收成本为16.15亿元，同比增长64.4％；毛利润为1.129亿元，毛利率为6.5％，去年同期的毛利润为1870万元，毛利率为1.9％。</p><p>净亏损为1.05亿元，去年同期为3.5亿元。摊薄后每股亏损0.03元，去年同期为0.39元。</p><p>截至2020年9月30日，金山云持有的现金、现金等价物和短期投资为67.969亿元(合约10亿美元)。</p><p>该公司预期2020年第四季度的总营收将在18.8亿至19.5亿元人民币之间。</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>金山云第三季度营收17.29亿元，同比增长72.6%</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\">\n金山云第三季度营收17.29亿元，同比增长72.6%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\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\">老虎资讯综合 </p>\n<p class=\"h-time\">2020-11-18 19:19</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>11月18日美股盘前，<a href=\"https://laohu8.com/S/KC\">金山云</a>公布了2020财年第三季度财报。</p><p>财报显示，金山云三季度营收为17.29亿元(单位：人民币，下同)，同比增长72.6%；此前预计第三季度营收增速区间为67％-74％，实际营收和增速均达到指引的中高端。</p><p>按业务划分，公有云业务收入13.10亿元，同比增长48.1％；企业云业务收入4.09亿元，同比增长257.3%。其他收入为1000万元。</p><p>营收成本为16.15亿元，同比增长64.4％；毛利润为1.129亿元，毛利率为6.5％，去年同期的毛利润为1870万元，毛利率为1.9％。</p><p>净亏损为1.05亿元，去年同期为3.5亿元。摊薄后每股亏损0.03元，去年同期为0.39元。</p><p>截至2020年9月30日，金山云持有的现金、现金等价物和短期投资为67.969亿元(合约10亿美元)。</p><p>该公司预期2020年第四季度的总营收将在18.8亿至19.5亿元人民币之间。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e5020cf29958b5388b8baa3241745c66","relate_stocks":{"KC":"金山云"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1128926363","content_text":"11月18日美股盘前，金山云公布了2020财年第三季度财报。财报显示，金山云三季度营收为17.29亿元(单位：人民币，下同)，同比增长72.6%；此前预计第三季度营收增速区间为67％-74％，实际营收和增速均达到指引的中高端。按业务划分，公有云业务收入13.10亿元，同比增长48.1％；企业云业务收入4.09亿元，同比增长257.3%。其他收入为1000万元。营收成本为16.15亿元，同比增长64.4％；毛利润为1.129亿元，毛利率为6.5％，去年同期的毛利润为1870万元，毛利率为1.9％。净亏损为1.05亿元，去年同期为3.5亿元。摊薄后每股亏损0.03元，去年同期为0.39元。截至2020年9月30日，金山云持有的现金、现金等价物和短期投资为67.969亿元(合约10亿美元)。该公司预期2020年第四季度的总营收将在18.8亿至19.5亿元人民币之间。","news_type":1},"isVote":1,"tweetType":1,"viewCount":2024,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":308967487,"gmtCreate":1603843614449,"gmtModify":1703830908803,"author":{"id":"3547588288326617","authorId":"3547588288326617","name":"FiveDu","avatar":"https://static.tigerbbs.com/a04b6e3ea8eb9eaeb05d8464e08a5842","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3547588288326617","authorIdStr":"3547588288326617"},"themes":[],"htmlText":"所谓的见光si","listText":"所谓的见光si","text":"所谓的见光si","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/308967487","repostId":"1180232169","repostType":4,"repost":{"id":"1180232169","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1603838819,"share":"https://www.laohu8.com/m/news/1180232169?lang=&edition=full","pubTime":"2020-10-28 06:46","market":"us","language":"zh","title":"微软Q1业绩超预期，Azure公共云营收大增48%","url":"https://stock-news.laohu8.com/highlight/detail?id=1180232169","media":"老虎资讯综合","summary":"10月28日讯，周二美股盘后微软公布2021财年第一财季财务报告，受Azure公共云高增速推动，微软营收、利润均超市场预期。具体来看：微软第一财季营收372亿美元，去年同期330.55亿美元，市场预期","content":"<p>10月28日讯，周二美股盘后<a href=\"https://laohu8.com/S/MSFT\">微软</a>公布2021财年第一财季财务报告，受Azure公共云高增速推动，微软营收、利润均超市场预期。具体来看：</p><ul><li>微软第一财季营收372亿美元，去年同期330.55亿美元，市场预期357.20亿美元；</li><li>调整后每股收益1.82美元，去年同期1.38美元，同比增长32%，市场预期1.55美元；</li><li>净利润139亿美元，去年同期106.78亿美元，同比增长30%，市场预期119.16亿美元。</li></ul><p>微软增长最快的业务为用于托管应用程序和网站的 Azure 公共云，营收同比增长48%，高于上一季度47%的增幅，分析师此前预期增长约44%。</p><p>分业务看：</p><ul><li>第一财季智能云业务营收同比增长20%至129.9亿美元，分析师预期127.3亿美元，该部门包括Azure、企业服务、GitHub和服务器产品；</li><li>生产力与业务流程部门营收同比增长11%，至123.2亿美元，分析师预期117.8亿美元，该部门包括Dynamics、LinkedIn和Office；</li><li>个人计算部门营收增长6%至118亿美元，分析师预期112.7亿美元，该部门包括Windows软件、Xbox游戏机、搜索广告和Surface。</li></ul><p>包括 Azure、Dynamics 365、商用 LinkedIn 和 Office 365 服务在内的<b>商业云合计收入达 152 亿美元，占总收入的 41%，而上一季度约为 38%。商业云毛利率为 71%，首次超过 70% 大关。</b>主要原因是， 受益于会计变更，将服务器设备的使用寿命从三年延长到四年。排除此影响，商业云的毛利率还是略有上升。</p><p>此外，<b>微软给出了下一季度业绩指导。微软预计，第二财季度收入为395亿至404亿美元，同比增长约8%，低于Refinitiv一致估计的404.3亿美元。</b></p><p><img src=\"https://static.tigerbbs.com/5b6090cc51f73ca8180548d8052e6352\" tg-width=\"1910\" tg-height=\"882\">受先前指出的会计估计变更的推动，公司的毛利率同比增长2个百分点至70％。排除这种影响，公司的毛利率百分比略有下降。</p><p>本季度，微软宣布以75亿美元收购Zenimax Media，而微软未能达成涉及视频共享应用程序TikTok的交易。</p><p>今年1月，微软宣布了一个目标，即到2030年消除比其排放更多的碳。在第一季度，微软提供了最新消息，称已将内部碳税扩大到其运营的所有部分，并更新了供应商的行为准则，以便供应商必须具体说明其排放。</p><p><b>财报公布后，微软盘后股价由涨转跌，现跌超1%。</b>今年以来，微软涨幅超30%，标普500指数年内仅上涨约5%。</p><p><img src=\"https://static.tigerbbs.com/8c427d006af470401ed74922b1a4745f\" tg-width=\"873\" tg-height=\"519\"></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>微软Q1业绩超预期，Azure公共云营收大增48%</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\">\n微软Q1业绩超预期，Azure公共云营收大增48%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\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\">老虎资讯综合 </p>\n<p class=\"h-time\">2020-10-28 06:46</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>10月28日讯，周二美股盘后<a href=\"https://laohu8.com/S/MSFT\">微软</a>公布2021财年第一财季财务报告，受Azure公共云高增速推动，微软营收、利润均超市场预期。具体来看：</p><ul><li>微软第一财季营收372亿美元，去年同期330.55亿美元，市场预期357.20亿美元；</li><li>调整后每股收益1.82美元，去年同期1.38美元，同比增长32%，市场预期1.55美元；</li><li>净利润139亿美元，去年同期106.78亿美元，同比增长30%，市场预期119.16亿美元。</li></ul><p>微软增长最快的业务为用于托管应用程序和网站的 Azure 公共云，营收同比增长48%，高于上一季度47%的增幅，分析师此前预期增长约44%。</p><p>分业务看：</p><ul><li>第一财季智能云业务营收同比增长20%至129.9亿美元，分析师预期127.3亿美元，该部门包括Azure、企业服务、GitHub和服务器产品；</li><li>生产力与业务流程部门营收同比增长11%，至123.2亿美元，分析师预期117.8亿美元，该部门包括Dynamics、LinkedIn和Office；</li><li>个人计算部门营收增长6%至118亿美元，分析师预期112.7亿美元，该部门包括Windows软件、Xbox游戏机、搜索广告和Surface。</li></ul><p>包括 Azure、Dynamics 365、商用 LinkedIn 和 Office 365 服务在内的<b>商业云合计收入达 152 亿美元，占总收入的 41%，而上一季度约为 38%。商业云毛利率为 71%，首次超过 70% 大关。</b>主要原因是， 受益于会计变更，将服务器设备的使用寿命从三年延长到四年。排除此影响，商业云的毛利率还是略有上升。</p><p>此外，<b>微软给出了下一季度业绩指导。微软预计，第二财季度收入为395亿至404亿美元，同比增长约8%，低于Refinitiv一致估计的404.3亿美元。</b></p><p><img src=\"https://static.tigerbbs.com/5b6090cc51f73ca8180548d8052e6352\" tg-width=\"1910\" tg-height=\"882\">受先前指出的会计估计变更的推动，公司的毛利率同比增长2个百分点至70％。排除这种影响，公司的毛利率百分比略有下降。</p><p>本季度，微软宣布以75亿美元收购Zenimax Media，而微软未能达成涉及视频共享应用程序TikTok的交易。</p><p>今年1月，微软宣布了一个目标，即到2030年消除比其排放更多的碳。在第一季度，微软提供了最新消息，称已将内部碳税扩大到其运营的所有部分，并更新了供应商的行为准则，以便供应商必须具体说明其排放。</p><p><b>财报公布后，微软盘后股价由涨转跌，现跌超1%。</b>今年以来，微软涨幅超30%，标普500指数年内仅上涨约5%。</p><p><img src=\"https://static.tigerbbs.com/8c427d006af470401ed74922b1a4745f\" tg-width=\"873\" tg-height=\"519\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/63bcdd40747dbacf61bd55b0f5f96a16","relate_stocks":{"MSFT":"微软"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1180232169","content_text":"10月28日讯，周二美股盘后微软公布2021财年第一财季财务报告，受Azure公共云高增速推动，微软营收、利润均超市场预期。具体来看：微软第一财季营收372亿美元，去年同期330.55亿美元，市场预期357.20亿美元；调整后每股收益1.82美元，去年同期1.38美元，同比增长32%，市场预期1.55美元；净利润139亿美元，去年同期106.78亿美元，同比增长30%，市场预期119.16亿美元。微软增长最快的业务为用于托管应用程序和网站的 Azure 公共云，营收同比增长48%，高于上一季度47%的增幅，分析师此前预期增长约44%。分业务看：第一财季智能云业务营收同比增长20%至129.9亿美元，分析师预期127.3亿美元，该部门包括Azure、企业服务、GitHub和服务器产品；生产力与业务流程部门营收同比增长11%，至123.2亿美元，分析师预期117.8亿美元，该部门包括Dynamics、LinkedIn和Office；个人计算部门营收增长6%至118亿美元，分析师预期112.7亿美元，该部门包括Windows软件、Xbox游戏机、搜索广告和Surface。包括 Azure、Dynamics 365、商用 LinkedIn 和 Office 365 服务在内的商业云合计收入达 152 亿美元，占总收入的 41%，而上一季度约为 38%。商业云毛利率为 71%，首次超过 70% 大关。主要原因是， 受益于会计变更，将服务器设备的使用寿命从三年延长到四年。排除此影响，商业云的毛利率还是略有上升。此外，微软给出了下一季度业绩指导。微软预计，第二财季度收入为395亿至404亿美元，同比增长约8%，低于Refinitiv一致估计的404.3亿美元。受先前指出的会计估计变更的推动，公司的毛利率同比增长2个百分点至70％。排除这种影响，公司的毛利率百分比略有下降。本季度，微软宣布以75亿美元收购Zenimax Media，而微软未能达成涉及视频共享应用程序TikTok的交易。今年1月，微软宣布了一个目标，即到2030年消除比其排放更多的碳。在第一季度，微软提供了最新消息，称已将内部碳税扩大到其运营的所有部分，并更新了供应商的行为准则，以便供应商必须具体说明其排放。财报公布后，微软盘后股价由涨转跌，现跌超1%。今年以来，微软涨幅超30%，标普500指数年内仅上涨约5%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1894,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}