It’s Crystal Clear Why Microsoft Is No.1 Again_老虎社区_美港股上老虎

It’s Crystal Clear Why Microsoft Is No.1 Again

InvestorPlace2021-11-05

Microsoft(NASDAQ:MSFT) stock once again represents the world’s most valuable company, ahead of Apple(NASDAQ:AAPL). Some charge it’s also the most overvalued one. It’s not. At its current price of $336...

网页链接

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

Tanyl
·2021-11-07
I had bought MSFT
回复
2
举报
Bull_Lion
·2021-11-06
Are we just a game player in MSFT’s world?! - scary thought
回复
1
举报
MrTig3r
·2021-11-05
power
回复
2
举报
收起
- Tohyx:
  Tiger
  2021-11-05
  回复
  举报
BBBBBBBBBB
·2021-11-05
Ok
回复
7
举报
收起
- MrTig3r:
  power
  2021-11-05
  回复
  举报
- theunmouse:
  Ok
  2021-11-05
  回复
  举报
dogeking
·2021-11-05
🚀
回复
4
举报
Lmk
·2021-11-05
Nice
回复
6
举报
ycwoo
·2021-11-05
Like
回复
5
举报

热议股票

7x24

全部

关于我们·老虎社区守则·老虎社区账号管理规范·老虎社区服务协议·老虎社区隐私政策

公司名称：北京至简风宜信息技术有限公司

违法和不良信息投诉：010-5681-3562（工作时间9:30-18:30）

邮箱：service@laohu8.com

营业执照：91110105MA01A4U55R

ICP备：京ICP备18016422号

网安备：京公网安备11010502036490

关注我们

{"i18n":{"language":"zh_CN"},"data":{"share":"https://www.laohu8.com/m/news/1113108586?lang=zh_CN&edition=full","thumbnail":"","is_english":true,"pubTime":"2021-11-05 21:06","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"1113108586","market":"us","top_or_hot":-1,"title":"It’s Crystal Clear Why Microsoft Is No.1 Again","media":"InvestorPlace","content":"<div>\n<p>Microsoft(NASDAQ:MSFT) stock once again represents the world’s most valuable company, ahead of Apple(NASDAQ:AAPL).\nSome charge it’s also the most overvalued one. It’s not.\nAt its current price of $336...</p>\n\n<a href=\"https://investorplace.com/2021/11/msft-stock-no-1-again/\">网页链接</a>\n\n</div>\n","source":"lsy1606302653667","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>It’s Crystal Clear Why Microsoft Is No.1 Again</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\">\nIt’s Crystal Clear Why Microsoft Is No.1 Again\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-05 21:06 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2021/11/msft-stock-no-1-again/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Microsoft(NASDAQ:MSFT) stock once again represents the world’s most valuable company, ahead of Apple(NASDAQ:AAPL).\nSome charge it’s also the most overvalued one. It’s not.\nAt its current price of $336...</p>\n\n<a href=\"https://investorplace.com/2021/11/msft-stock-no-1-again/\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"MSFT","symbol_name":"微软","start_time":0,"source_url":"https://investorplace.com/2021/11/msft-stock-no-1-again/","article_id":"1113108586","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=1113108586","pubTimestamp":1636117595,"sourceInfo":{"source_id":"lsy1606302653667","name":"InvestorPlace"},"weMediaInfo":null,"summary":"MSFT stock represents not just the world's most valuable company, but its most invaluable","collect":0,"end_time":0,"defaultTopTitle":"investorplace.com","property":[],"viewcount":null,"language":"en","relate_stocks":{"MSFT":"微软"},"translate_title":"很清楚为什么微软又是第一","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"MSFT":0.9},"content_text":"Microsoft(NASDAQ:MSFT) stock once again represents the world’s most valuable company, ahead of Apple(NASDAQ:AAPL).\nSome charge it’s also the most overvalued one. It’s not.\nAt its current price of $336, Microsoft has a market cap of $2.5 trillion. More important, investors are paying 37.5x earnings for MSFT stock and taking a once-generous dividend that now yields 0.74%. In conventional terms, that’s overvalued.\nWhy are people still buying? Microsoft is delivering enormous highly-profitable growth. GAAP earnings rose 45% year-over-year in the latest quarter. Revenue was up 19%. That’s net income of nearly $15.5 billion on revenue of $41.7 billion. For those scoring at home, 37.6% of revenue became net income.\nGrowth is supposed to slow as companies get bigger.\nNo one told Microsoft’s Azure cloud.\nLandlord of the Clouds\nClouds are uniquely profitable because they cap a company’s costs while making its software more valuable. Software runs today’s world. Microsoft makes the operating system and tool set people rely on most. Thus, Microsoft runs the world. It’s not complicated.\nBut this didn’t seem obvious when Satya Nadella became CEO in 2014. It still doesn’t seem obvious to those who confuse companies like Netflix(NASDAQ:NFLX) and Twitter(NASDAQ:TWTR) with clouds.\nThe difference is this. Netflix and Twitter rent cloud capacity, so as they grow their costs rise. Microsoft is buying and building capacity, so while its costs grow revenues also rise, including revenue from renting that capacity. It’s the difference between being a landlord and a tenant.\nThe Practical Metaverse\nMSFT stock also runs rings around rivals from a strategic perspective.\nTake the metaverse, which makes William Gibson’s concept of cyberspace real, people seeming to interact within a computer system. The artists formerly known as Facebook were laughed at when they announced this, changing the company name to Meta Platforms(NASDAQ:FB) and turning the CEO into a cartoon.\nMicrosoft is doing the same thing, only quietly, step by step, and in a businesslike manner. It’s working with Nvidia(NASDAQ:NVDA), whose fast graphics chips make things like the metaverse possible.\nIt’s putting this capability into its Teams product, emphasizing collaboration and communication. The idea is to make working from home feel like working together in a physical office. By solving the work from home dilemma, on software already used by 250 million people, Microsoft will get metaverse technology into the mainstream as fast as it can be rolled out.\nThe Paid Cloud\nThis illustrates a second difference between Microsoft and the other cloud companies.\nThe Microsoft cloud is a paid cloud. It supports open source software, which is downloaded free. But the open source contract also requires improvements be donated back. Microsoft’s customers are also developers, growing its software stack.\nEverything else, you pay for.It’s worth the price, but you pay. By contrast, Meta (and to a great extent Alphabet(NASDAQ:GOOGL, NASDAQ:GOOG) consists mainly of free services. Apple, meanwhile, gets most of its money from selling devices,Amazon(NASDAQ:AMZN) from selling physical products.\nThe Bottom Line on MSFT Stock\nThe only force that can slow MSFT stock right now is government. But it’s not in government’s self-interest to do so.\nThat’s because Microsoft’s software makes government more efficient. The percentage of government income, at every level, going into bureaucracy keeps falling. Going after Microsoft on antitrust grounds, as the U.S. did two decades ago, would put further gains at risk.\nBesides, Microsoft’s cloud is essential to competition. Other large software firms like Adobe(NASDAQ:ADBE) depend upon it. This is a global dependence, not a national one.\nIt’s Microsoft’s world now. We just live in it.","kind":null,"is_publish_news":true,"is_publish_highlight":true,"is_publish_live":null,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":845351915,"gmtCreate":1636290421363,"gmtModify":1636290421851,"author":{"id":"4087109808120260","authorId":"4087109808120260","name":"Tanyl","avatar":"https://static.tigerbbs.com/174329973340cf0f5b68791ee5b08afd","vip":1,"crmLevel":9,"crmLevelSwitch":0},"htmlText":"I had bought MSFT","listText":"I had bought MSFT","text":"I had bought MSFT","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/845351915","repostId":1113108586,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":842105273,"gmtCreate":1636152759372,"gmtModify":1636152760358,"author":{"id":"3573540190522229","authorId":"3573540190522229","name":"Bull_Lion","avatar":"https://static.tigerbbs.com/97c7d011186160cd333508e7d9191f74","vip":1,"crmLevel":7,"crmLevelSwitch":0},"htmlText":"Are we just a game player in MSFT’s world?! - scary thought&nbsp;","listText":"Are we just a game player in MSFT’s world?! - scary thought&nbsp;","text":"Are we just a game player in MSFT’s world?! - scary thought","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/842105273","repostId":1113108586,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":842023402,"gmtCreate":1636121457037,"gmtModify":1636121457735,"author":{"id":"3584333947690568","authorId":"3584333947690568","name":"MrTig3r","avatar":"https://static.tigerbbs.com/b99cfe4b0a492018c40761a39a193aa8","vip":1,"crmLevel":5,"crmLevelSwitch":0},"htmlText":"power","listText":"power","text":"power","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/842023402","repostId":1113108586,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":6468391,"gmtCreate":1636124485479,"gmtModify":1636144349920,"authorId":3577615424644075,"author":{"id":3577615424644075,"authorId":3577615424644075,"name":"Tohyx","avatar":"https://static.tigerbbs.com/09925fd9e75b6221e2e1ebab3f7bff4e","vip":1,"crmLevel":5,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":842023402,"type":1,"supId":0,"prevId":0,"content":"Tiger","text":"Tiger","html":"Tiger"}],"langContent":"CN"},{"id":842006419,"gmtCreate":1636119169780,"gmtModify":1636119170406,"author":{"id":"3581562365927542","authorId":"3581562365927542","name":"BBBBBBBBBB","avatar":"https://static.tigerbbs.com/973395458d7e1db24dbd4a689c79e8a2","vip":1,"crmLevel":3,"crmLevelSwitch":0},"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/842006419","repostId":1113108586,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":6467702,"gmtCreate":1636121470261,"gmtModify":1636121470294,"authorId":3584333947690568,"author":{"id":3584333947690568,"authorId":3584333947690568,"name":"MrTig3r","avatar":"https://static.tigerbbs.com/b99cfe4b0a492018c40761a39a193aa8","vip":1,"crmLevel":5,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":842006419,"type":1,"supId":0,"prevId":0,"content":"<u>power</u>","text":"<u>power</u>","html":"<u>power</u>"},{"id":6467385,"gmtCreate":1636120269214,"gmtModify":1636120269300,"authorId":3572018203797244,"author":{"id":3572018203797244,"authorId":3572018203797244,"name":"theunmouse","avatar":"https://static.tigerbbs.com/c336181da66212b3d13c0ea59b6f69b5","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":842006419,"type":1,"supId":0,"prevId":0,"content":"Ok","text":"Ok","html":"Ok"}],"langContent":"CN"},{"id":846778535,"gmtCreate":1636118371004,"gmtModify":1636118942371,"author":{"id":"3582019561380962","authorId":"3582019561380962","name":"dogeking","avatar":"https://static.tigerbbs.com/3b3bb5a9aae2ee1579b02dfd0a867ec0","vip":1,"crmLevel":5,"crmLevelSwitch":0},"htmlText":"🚀","listText":"🚀","text":"🚀","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/846778535","repostId":1113108586,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":846744289,"gmtCreate":1636117963278,"gmtModify":1636117963390,"author":{"id":"3575536975796198","authorId":"3575536975796198","name":"Lmk","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":3,"crmLevelSwitch":0},"htmlText":"Nice&nbsp;","listText":"Nice&nbsp;","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/846744289","repostId":1113108586,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":846746641,"gmtCreate":1636117698869,"gmtModify":1636117699267,"author":{"id":"3565146699964497","authorId":"3565146699964497","name":"ycwoo","avatar":"https://static.tigerbbs.com/637be28a03f575af22b76a60dad1181b","vip":1,"crmLevel":2,"crmLevelSwitch":0},"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/846746641","repostId":1113108586,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"hasMoreComments":true,"newsSizeData":{"likeSize":50,"commentSize":7,"repostSize":0,"favoriteSize":1,"likeStatus":false,"favoriteStatus":false}}