+关注
45f3243a
暂无个人介绍
IP属地:未知
50
关注
0
粉丝
0
主题
0
勋章
主贴
热门
45f3243a
2021-07-29
继续买进
抱歉,原内容已删除
45f3243a
2021-07-28
观望
抱歉,原内容已删除
45f3243a
2021-07-14
是进场的时候
抱歉,原内容已删除
去老虎APP查看更多动态
{"i18n":{"language":"zh_CN"},"userPageInfo":{"id":3586843186718643,"uuid":"3586843186718643","gmtCreate":1623805010841,"gmtModify":1626246022217,"name":"45f3243a","pinyin":"xinxin99","introduction":"","introductionEn":"","signature":"","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":0,"headSize":50,"tweetSize":9,"questionSize":0,"limitLevel":999,"accountStatus":4,"level":{"id":0,"name":"","nameTw":"","represent":"","factor":"","iconColor":"","bgColor":""},"themeCounts":0,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":0,"symbols":null,"coverImage":null,"realNameVerified":null,"userBadges":[{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-1","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"出道虎友","description":"加入老虎社区500天","bigImgUrl":"https://static.tigerbbs.com/0e4d0ca1da0456dc7894c946d44bf9ab","smallImgUrl":"https://static.tigerbbs.com/0f2f65e8ce4cfaae8db2bea9b127f58b","grayImgUrl":"https://static.tigerbbs.com/c5948a31b6edf154422335b265235809","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2022.10.30","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001},{"badgeId":"518b5610c3e8410da5cfad115e4b0f5a-1","templateUuid":"518b5610c3e8410da5cfad115e4b0f5a","name":"实盘交易者","description":"完成一笔实盘交易","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100}],"userBadgeCount":2,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":1,"crmLevelSwitch":0,"location":"未知","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":0,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"post","tweets":[{"id":801411937,"gmtCreate":1627527470029,"gmtModify":1633764092172,"author":{"id":"3586843186718643","authorId":"3586843186718643","name":"45f3243a","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"继续买进","listText":"继续买进","text":"继续买进","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/801411937","repostId":"1196608473","repostType":4,"isVote":1,"tweetType":1,"viewCount":280,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":803239592,"gmtCreate":1627440119216,"gmtModify":1633764956876,"author":{"id":"3586843186718643","authorId":"3586843186718643","name":"45f3243a","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"观望","listText":"观望","text":"观望","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/803239592","repostId":"2154943160","repostType":4,"isVote":1,"tweetType":1,"viewCount":483,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":145791549,"gmtCreate":1626243561681,"gmtModify":1633928682648,"author":{"id":"3586843186718643","authorId":"3586843186718643","name":"45f3243a","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"是进场的时候","listText":"是进场的时候","text":"是进场的时候","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/145791549","repostId":"1139505034","repostType":4,"isVote":1,"tweetType":1,"viewCount":245,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":803239592,"gmtCreate":1627440119216,"gmtModify":1633764956876,"author":{"id":"3586843186718643","authorId":"3586843186718643","name":"45f3243a","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"观望","listText":"观望","text":"观望","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/803239592","repostId":"2154943160","repostType":4,"repost":{"id":"2154943160","pubTimestamp":1627438891,"share":"https://www.laohu8.com/m/news/2154943160?lang=&edition=full","pubTime":"2021-07-28 10:21","market":"us","language":"zh","title":"超级财报周首波轰炸:苹果稳了,谷歌飙了,微软有点悬","url":"https://stock-news.laohu8.com/highlight/detail?id=2154943160","media":"硅星人","summary":"压力之下,逆风飞行的科技大公司会是永远滴神吗?","content":"<p>一季一次的超级财报周又来了,标普500成分股中三分之一的企业都将在本周公布其最新一个季度的业绩情况,这让整个市场的心都提到了嗓子眼。继昨天<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>打响开门红之后,<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>、<a href=\"https://laohu8.com/S/AAPL\">苹果</a>和<a href=\"https://laohu8.com/S/MSFT\">微软</a>三家巨头在今天齐刷刷地交出了首波“成绩单”。</p>\n<p>单从“总成绩”来看,三家科技巨头表现都超过了市场预期:苹果EPS(每股净收益)为1.30 美元,超过市场预期的1.1美元;微软的EPS为 2.17 美元,超过市场预期 1.92 美元;谷歌EPS为27.26 美元,超过市场预期的 19.34 美元。可以说,在市场波动不安、美股高位承压的情形之下,几家科技巨头依然扮演着压舱石的角色,引领着科技板块稳步向前。</p>\n<p>不过需要注意的是,虽然成绩很亮眼,但科技巨头们此前一路飞奔的股价似乎已经进入了慢跑区间。除了谷歌在盘后财报发布后微涨0.95%之外,苹果、微软都延续了今日跌势。<img src=\"https://static.tigerbbs.com/71da84ef2cbde8236ca00f5cf36636dd\" tg-width=\"1080\" tg-height=\"560\" referrerpolicy=\"no-referrer\"></p>\n<p>图片截自于Robinhood</p>\n<p>在业绩超预期的情况下,几大巨头股价不升反跌,原因何在?一方面是受到今天美股整体一度下跌的影响,另一方面也是跟它们各自分项业务的增长情况息息相关。下面,来跟硅星人仔细看看本季度这三大巨头的各个“科目“的成绩究竟如何吧。</p>\n<h2>苹果:iPhone销量飙升近50%,订阅服务稳扎稳打</h2>\n<p>尽管在疫情的影响下,苹果面临了原材料供应短缺、工厂停工和市场封锁的种种不利影响,但“老大哥”苹果仍然走得很稳。在今天发布的三季报中,各项数据都几乎打败了市场预期,苹总销售额同比增长了 36%,其中iPhone的收入达到了395.7亿美元,同比飙升了50%。其主要的收入构成如下:</p>\n<blockquote>\n 季度总收入:814.1 亿美元,预期为 733.0 亿美元,同比增长 36%iPhone 收入:395.7 亿美元,预期为 340.1 亿美元,同比增长 49.78%服务收入:174.8 亿美元,预期为 163.3 亿美元,同比增长 33%其他产品收入:87.6 亿美元,预期为 78.0 亿美元,同比增长 40%Mac 收入:82.4 亿美元,预期为 80.7 亿美元,同比增长 16%iPad 收入:73.7 亿美元,预期为 71.5 亿美元,同比增长 12%毛利率:实际43.3%,超过了41.9% 的市场预期\n</blockquote>\n<p>库克在财报会中还提到,iPhone销量的增加不仅仅是因为老用户们更换了新机,还有很多以前的过去的安卓用户首次转向了苹果。“本季度iPhone的升级用户和转换系统的新用户都实现了2位数增长,势头非常强劲,”库克说道。</p>\n<p>从全球市场来看,大中华区的增长一如既往的亮眼。本季度大中华区的销售额为 147.6亿美元,比去年同期增长 58%,为增长最快的区域,但相较于一季度的87%的惊人增长明显放缓了不少。美洲依然是最大销售市场,销售额达到 395.7 亿美元,同比增长近 33%。</p>\n<p>此外,让市场比较惊喜的一点是,苹果的服务收入仍然稳扎稳打。虽然没有录得爆发性增长,但其增长幅度在逐步扩大——上一季度为26.7%,这一季度来到了33%。虽然此次没有各项订阅服务的分项统计,但据库克向CNBN透露本季度音乐、视频、云服务、广告和支付都创下了纪录。</p>\n<p>但供应链的短缺确实也给苹果带来了一些负面影响,主要体现在iPad和Mac上,产销额仍然处于低位增长的状态。不过总体来讲,苹果增长还是非常稳健,财报发布后股价也一度上扬。但在财报会上,苹果宣布了将派发每股 0.22 美元的股息,随后股价小幅下跌。</p>\n<h2>微软:Azure云业务增长50%,Windows、Xbox业务下跌明显</h2>\n<p>疫情期间,持续工作和在家学习的趋势推动了对微软服务的需求增加,而正是这样的“云”生活及工作模式为微软增加了动力,并一直持续至今。</p>\n<p>本季度,从总营收和市场主要关注的云业务来看,微软其实都给出了不俗的表现,超过了市场预期。季度总收入461.5 亿美元,同比增长21%。其中,生产力和业务流程板块营收 146.9 亿美元,增长25%;<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>云板块营收173.8 亿美元,增长30%;更多个人计算板块营收 140.9 亿美元,增长了9%。</p>\n<p>从CNBC根据微软财报总结的各细项业务增长表格中,我们可以非常清晰的看到自2020年一季度以来微软各项业务的增长情况。其中,备受瞩目的Azure在本季度仍然保持了51%的增长,广告收入部分实现了大逆转,从一季度的-10%一路飙升到了本季度的增长53%。</p>\n<p><img src=\"https://static.tigerbbs.com/c7d90896a2fcc3fc0fca3eb250e31845\" tg-width=\"674\" tg-height=\"1004\" referrerpolicy=\"no-referrer\"></p>\n<p>2020-2021个季度微软各细分业务增长情况,图片来源于CNBC</p>\n<p>但微软的本季度财报中也透露出了一些另投资者不安的信息,导致了其股价的下跌。其中最重要的一点是与Windows相关业务的走低。本季度,来自设备制造商的 Windows 许可收入下降了 3%,与消费 PC 相关的许可收入从上一季度的 44% 增长大幅下降至 4%。</p>\n<p>除此之外,来自游戏板块 Xbox的内容和服务的收入,包括游戏的销售等,在本季度下降了 4%。要知道,去年去年同期该业务可是增长了 65%,前几个季度也都是保持在30%的增长以上。因此,虽然云业务亮眼,但微软的股价却仍在盘后跌势明显。</p>\n<h2>谷歌:广告业务高歌猛进,YouTube收入大涨83%</h2>\n<p>谷歌应该是今年科技巨头中表现最亮眼的公司之一。2021年以来,谷歌股价上涨了近 50%,不仅远远跑赢了大盘,在FAANG中也是一马当先。而在今天与苹果、微软的财报“比赛”之中,谷歌又再次做了第一名,成为了唯一发布财报后股价拉升的巨头。盘后股价一度大涨了4%,突破了2800美元一股。</p>\n<p>从股价走势就不难看出,本季度谷歌的财报非常漂亮。本季度,谷歌的总收入为618.8亿美元,本季度总收入增长达到了62%,继续延续着“疫情王者“的风貌。从具体业务板块来看,广告收入仍然是业务“主心骨”达到了 504.4 亿美元,同比大增了 69%,比上一季度32%的增长翻了近一倍。据谷歌表示,零售行业是本季度广告增长的最大贡献者。</p>\n<p>而在广告的子项之中,Youtube 的表现非常抢眼,在整体广告业务中的占比不断扩大,很有可能成为谷歌下一个业务增长极。今年二季度YouTube收入超过 70 亿美元,同比增长 83%,这个数据已经非常接近 Netflix 73.4 亿美元季度收入。而山寨Tiktok的YouTube Shorts也取得了超快增长,皮柴在财报电话会议上表示,二季度Shorts的每日浏览量已经超过了 150 亿次,而上一季度仅为每日 65 亿次。</p>\n<p><img src=\"https://static.tigerbbs.com/dc46d487514114d524127d8dba117ce0\" tg-width=\"1080\" tg-height=\"487\" referrerpolicy=\"no-referrer\">谷歌二季度收入构成情况,图片截自于谷歌二季度财报</p>\n<p>此外,跟<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>、微软有直接竞争关系的谷歌云业务(Google Cloud)也再次给投资者传递了积极的信号。在既一季度谷歌云业务首次突破40亿美元大关之后,本季度谷歌云继续稳步发展取得了46.3 亿美元的收入,同比增长54%。</p>\n<p>值得注意的是,谷歌云的亏损幅度进一步收窄,本季度营业亏损为 5.91 亿美元,相较于去年同期亏损 14.3 亿美元大幅降低,相比于上一季度9.74亿美元的亏损减少了近40%。按照这个发展速度,谷歌云化“烧钱”为“赚钱”已经指日可待。</p>\n<p>而虽然谷歌的Other bets在本季度仍旧处于不温不火的状态,仅仅贡献了1.9亿收入,亏损高达13.98亿,但也给下一步业务的拓展带来了想象空间。就在不久前,谷歌又刚刚称了一个名为Intrinsic的工业<a href=\"https://laohu8.com/S/300024\">机器人</a>软件公司,该项目就是从Google X中毕业的。</p>\n<p>总体来看,今天发布财报的三家科技巨头业绩都非常亮眼,虽然不错的业绩表现并没有带动股价飞涨,但至少立稳了脚跟,给惴惴不安的市场定了定神。接下来几天,<a href=\"https://laohu8.com/S/FB\">Facebook</a>、亚马逊、<a href=\"https://laohu8.com/S/QCOM\">高通</a>等其他巨头企业也将陆续交出答卷,而它们是否能够延续科技股“业绩”增长神话,我们拭目以待。</p>","source":"36kr_stock","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>超级财报周首波轰炸:苹果稳了,谷歌飙了,微软有点悬</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超级财报周首波轰炸:苹果稳了,谷歌飙了,微软有点悬\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-28 10:21 北京时间 <a href=https://36kr.com/p/1329749376309249><strong>硅星人</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>一季一次的超级财报周又来了,标普500成分股中三分之一的企业都将在本周公布其最新一个季度的业绩情况,这让整个市场的心都提到了嗓子眼。继昨天特斯拉打响开门红之后,谷歌、苹果和微软三家巨头在今天齐刷刷地交出了首波“成绩单”。\n单从“总成绩”来看,三家科技巨头表现都超过了市场预期:苹果EPS(每股净收益)为1.30 美元,超过市场预期的1.1美元;微软的EPS为 2.17 美元,超过市场预期 1.92 ...</p>\n\n<a href=\"https://36kr.com/p/1329749376309249\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/46029346cc3e64319c2b318fd1af0381","relate_stocks":{"AAPL":"苹果","GOOG":"谷歌","GOOGL":"谷歌A","MSFT":"微软"},"source_url":"https://36kr.com/p/1329749376309249","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2154943160","content_text":"一季一次的超级财报周又来了,标普500成分股中三分之一的企业都将在本周公布其最新一个季度的业绩情况,这让整个市场的心都提到了嗓子眼。继昨天特斯拉打响开门红之后,谷歌、苹果和微软三家巨头在今天齐刷刷地交出了首波“成绩单”。\n单从“总成绩”来看,三家科技巨头表现都超过了市场预期:苹果EPS(每股净收益)为1.30 美元,超过市场预期的1.1美元;微软的EPS为 2.17 美元,超过市场预期 1.92 美元;谷歌EPS为27.26 美元,超过市场预期的 19.34 美元。可以说,在市场波动不安、美股高位承压的情形之下,几家科技巨头依然扮演着压舱石的角色,引领着科技板块稳步向前。\n不过需要注意的是,虽然成绩很亮眼,但科技巨头们此前一路飞奔的股价似乎已经进入了慢跑区间。除了谷歌在盘后财报发布后微涨0.95%之外,苹果、微软都延续了今日跌势。\n图片截自于Robinhood\n在业绩超预期的情况下,几大巨头股价不升反跌,原因何在?一方面是受到今天美股整体一度下跌的影响,另一方面也是跟它们各自分项业务的增长情况息息相关。下面,来跟硅星人仔细看看本季度这三大巨头的各个“科目“的成绩究竟如何吧。\n苹果:iPhone销量飙升近50%,订阅服务稳扎稳打\n尽管在疫情的影响下,苹果面临了原材料供应短缺、工厂停工和市场封锁的种种不利影响,但“老大哥”苹果仍然走得很稳。在今天发布的三季报中,各项数据都几乎打败了市场预期,苹总销售额同比增长了 36%,其中iPhone的收入达到了395.7亿美元,同比飙升了50%。其主要的收入构成如下:\n\n 季度总收入:814.1 亿美元,预期为 733.0 亿美元,同比增长 36%iPhone 收入:395.7 亿美元,预期为 340.1 亿美元,同比增长 49.78%服务收入:174.8 亿美元,预期为 163.3 亿美元,同比增长 33%其他产品收入:87.6 亿美元,预期为 78.0 亿美元,同比增长 40%Mac 收入:82.4 亿美元,预期为 80.7 亿美元,同比增长 16%iPad 收入:73.7 亿美元,预期为 71.5 亿美元,同比增长 12%毛利率:实际43.3%,超过了41.9% 的市场预期\n\n库克在财报会中还提到,iPhone销量的增加不仅仅是因为老用户们更换了新机,还有很多以前的过去的安卓用户首次转向了苹果。“本季度iPhone的升级用户和转换系统的新用户都实现了2位数增长,势头非常强劲,”库克说道。\n从全球市场来看,大中华区的增长一如既往的亮眼。本季度大中华区的销售额为 147.6亿美元,比去年同期增长 58%,为增长最快的区域,但相较于一季度的87%的惊人增长明显放缓了不少。美洲依然是最大销售市场,销售额达到 395.7 亿美元,同比增长近 33%。\n此外,让市场比较惊喜的一点是,苹果的服务收入仍然稳扎稳打。虽然没有录得爆发性增长,但其增长幅度在逐步扩大——上一季度为26.7%,这一季度来到了33%。虽然此次没有各项订阅服务的分项统计,但据库克向CNBN透露本季度音乐、视频、云服务、广告和支付都创下了纪录。\n但供应链的短缺确实也给苹果带来了一些负面影响,主要体现在iPad和Mac上,产销额仍然处于低位增长的状态。不过总体来讲,苹果增长还是非常稳健,财报发布后股价也一度上扬。但在财报会上,苹果宣布了将派发每股 0.22 美元的股息,随后股价小幅下跌。\n微软:Azure云业务增长50%,Windows、Xbox业务下跌明显\n疫情期间,持续工作和在家学习的趋势推动了对微软服务的需求增加,而正是这样的“云”生活及工作模式为微软增加了动力,并一直持续至今。\n本季度,从总营收和市场主要关注的云业务来看,微软其实都给出了不俗的表现,超过了市场预期。季度总收入461.5 亿美元,同比增长21%。其中,生产力和业务流程板块营收 146.9 亿美元,增长25%;智能云板块营收173.8 亿美元,增长30%;更多个人计算板块营收 140.9 亿美元,增长了9%。\n从CNBC根据微软财报总结的各细项业务增长表格中,我们可以非常清晰的看到自2020年一季度以来微软各项业务的增长情况。其中,备受瞩目的Azure在本季度仍然保持了51%的增长,广告收入部分实现了大逆转,从一季度的-10%一路飙升到了本季度的增长53%。\n\n2020-2021个季度微软各细分业务增长情况,图片来源于CNBC\n但微软的本季度财报中也透露出了一些另投资者不安的信息,导致了其股价的下跌。其中最重要的一点是与Windows相关业务的走低。本季度,来自设备制造商的 Windows 许可收入下降了 3%,与消费 PC 相关的许可收入从上一季度的 44% 增长大幅下降至 4%。\n除此之外,来自游戏板块 Xbox的内容和服务的收入,包括游戏的销售等,在本季度下降了 4%。要知道,去年去年同期该业务可是增长了 65%,前几个季度也都是保持在30%的增长以上。因此,虽然云业务亮眼,但微软的股价却仍在盘后跌势明显。\n谷歌:广告业务高歌猛进,YouTube收入大涨83%\n谷歌应该是今年科技巨头中表现最亮眼的公司之一。2021年以来,谷歌股价上涨了近 50%,不仅远远跑赢了大盘,在FAANG中也是一马当先。而在今天与苹果、微软的财报“比赛”之中,谷歌又再次做了第一名,成为了唯一发布财报后股价拉升的巨头。盘后股价一度大涨了4%,突破了2800美元一股。\n从股价走势就不难看出,本季度谷歌的财报非常漂亮。本季度,谷歌的总收入为618.8亿美元,本季度总收入增长达到了62%,继续延续着“疫情王者“的风貌。从具体业务板块来看,广告收入仍然是业务“主心骨”达到了 504.4 亿美元,同比大增了 69%,比上一季度32%的增长翻了近一倍。据谷歌表示,零售行业是本季度广告增长的最大贡献者。\n而在广告的子项之中,Youtube 的表现非常抢眼,在整体广告业务中的占比不断扩大,很有可能成为谷歌下一个业务增长极。今年二季度YouTube收入超过 70 亿美元,同比增长 83%,这个数据已经非常接近 Netflix 73.4 亿美元季度收入。而山寨Tiktok的YouTube Shorts也取得了超快增长,皮柴在财报电话会议上表示,二季度Shorts的每日浏览量已经超过了 150 亿次,而上一季度仅为每日 65 亿次。\n谷歌二季度收入构成情况,图片截自于谷歌二季度财报\n此外,跟亚马逊、微软有直接竞争关系的谷歌云业务(Google Cloud)也再次给投资者传递了积极的信号。在既一季度谷歌云业务首次突破40亿美元大关之后,本季度谷歌云继续稳步发展取得了46.3 亿美元的收入,同比增长54%。\n值得注意的是,谷歌云的亏损幅度进一步收窄,本季度营业亏损为 5.91 亿美元,相较于去年同期亏损 14.3 亿美元大幅降低,相比于上一季度9.74亿美元的亏损减少了近40%。按照这个发展速度,谷歌云化“烧钱”为“赚钱”已经指日可待。\n而虽然谷歌的Other bets在本季度仍旧处于不温不火的状态,仅仅贡献了1.9亿收入,亏损高达13.98亿,但也给下一步业务的拓展带来了想象空间。就在不久前,谷歌又刚刚称了一个名为Intrinsic的工业机器人软件公司,该项目就是从Google X中毕业的。\n总体来看,今天发布财报的三家科技巨头业绩都非常亮眼,虽然不错的业绩表现并没有带动股价飞涨,但至少立稳了脚跟,给惴惴不安的市场定了定神。接下来几天,Facebook、亚马逊、高通等其他巨头企业也将陆续交出答卷,而它们是否能够延续科技股“业绩”增长神话,我们拭目以待。","news_type":1},"isVote":1,"tweetType":1,"viewCount":483,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":801411937,"gmtCreate":1627527470029,"gmtModify":1633764092172,"author":{"id":"3586843186718643","authorId":"3586843186718643","name":"45f3243a","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"继续买进","listText":"继续买进","text":"继续买进","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/801411937","repostId":"1196608473","repostType":4,"repost":{"id":"1196608473","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":1627526468,"share":"https://www.laohu8.com/m/news/1196608473?lang=&edition=full","pubTime":"2021-07-29 10:41","market":"hk","language":"zh","title":"【异动】港股科技股短线拉升,京东、网易涨超11%","url":"https://stock-news.laohu8.com/highlight/detail?id=1196608473","media":"老虎资讯综合","summary":"7月29日,港股科技股短线拉升,京东、网易涨超11%,腾讯控股涨超7%,阿里巴巴涨超5%。","content":"<p>7月29日,港股科技股短线拉升,<a href=\"https://laohu8.com/S/JD\">京东</a>、<a href=\"https://laohu8.com/S/NTES\">网易</a>涨超11%,<a href=\"https://laohu8.com/S/00700\">腾讯控股</a>涨超7%,<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>涨超5%。</p>\n<p><img src=\"https://static.tigerbbs.com/117faf34f66b8007ef46d320d8928345\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></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>【异动】港股科技股短线拉升,京东、网易涨超11%</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【异动】港股科技股短线拉升,京东、网易涨超11%\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\">2021-07-29 10:41</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>7月29日,港股科技股短线拉升,<a href=\"https://laohu8.com/S/JD\">京东</a>、<a href=\"https://laohu8.com/S/NTES\">网易</a>涨超11%,<a href=\"https://laohu8.com/S/00700\">腾讯控股</a>涨超7%,<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>涨超5%。</p>\n<p><img src=\"https://static.tigerbbs.com/117faf34f66b8007ef46d320d8928345\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/bd3ac286c2233d10a592ba6c388667fb","relate_stocks":{"159741":"港股科技","09618":"京东集团-SW","QNETCN":"纳斯达克中美互联网老虎指数","NTES":"网易","JD":"京东","09999":"网易-S"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1196608473","content_text":"7月29日,港股科技股短线拉升,京东、网易涨超11%,腾讯控股涨超7%,阿里巴巴涨超5%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":280,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":145791549,"gmtCreate":1626243561681,"gmtModify":1633928682648,"author":{"id":"3586843186718643","authorId":"3586843186718643","name":"45f3243a","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"是进场的时候","listText":"是进场的时候","text":"是进场的时候","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/145791549","repostId":"1139505034","repostType":4,"repost":{"id":"1139505034","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":1626239419,"share":"https://www.laohu8.com/m/news/1139505034?lang=&edition=full","pubTime":"2021-07-14 13:10","market":"other","language":"zh","title":"小鹏汽车港股午后小幅跳水,现跌近4%","url":"https://stock-news.laohu8.com/highlight/detail?id=1139505034","media":"老虎资讯综合","summary":"7月14日,小鹏汽车-W港股午后小幅跳水,现跌近4%,触及150港元,接近跌破上市以来低位。","content":"<p>7月14日,<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>-W港股午后小幅跳水,现跌近4%,触及150港元,接近跌破上市以来低位。</p>\n<p><img src=\"https://static.tigerbbs.com/05419b8268f871aea682213c4907c9ac\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></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>小鹏汽车港股午后小幅跳水,现跌近4%</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小鹏汽车港股午后小幅跳水,现跌近4%\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\">2021-07-14 13:10</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>7月14日,<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>-W港股午后小幅跳水,现跌近4%,触及150港元,接近跌破上市以来低位。</p>\n<p><img src=\"https://static.tigerbbs.com/05419b8268f871aea682213c4907c9ac\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/8a7cf240033f083a329240e6179df017","relate_stocks":{"XPEV":"小鹏汽车","09868":"小鹏汽车-W"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1139505034","content_text":"7月14日,小鹏汽车-W港股午后小幅跳水,现跌近4%,触及150港元,接近跌破上市以来低位。","news_type":1},"isVote":1,"tweetType":1,"viewCount":245,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}