Biluochun
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$哔哩哔哩 (BILI.US)$ $Sea (SE.US)$ $阿里巴巴 (BABA.US)$ $拼多多 (PDD.US)$ buy if u hv the guts... PDD might be the one to revive them soon
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$百利宫房地产投资信托 (SK6U.SG)$
$KEPPEL LTD SPON ADR-EACH CNV INTO 2 ORD NPV (KPELY.US)$
$吉宝房地产信托 (K71U.SG)$
更新:Cuscaden Peak 以掉麦克风报价超过吉宝的出价后,很可能会赢得 SPH
$KEPPEL LTD SPON ADR-EACH CNV INTO 2 ORD NPV (KPELY.US)$
$吉宝房地产信托 (K71U.SG)$
更新:Cuscaden Peak 以掉麦克风报价超过吉宝的出价后,很可能会赢得 SPH
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Biluochun
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$Sea (SE.US)$ 这只股票我回会续持有 放长远看 !单从去年公司和他们合作的ecomm 平台的收益可见 !加油 💪 每个月收益持续增长666
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Biluochun
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Credit Suisse dove headfirst into the software sector, Tuesday, as analyst Phil Winslow initiated or assumed coverage on 22 software companies, including giants such as $微软 (MSFT.US)$, $甲骨文 (ORCL.US)$ and $Adobe (ADBE.US)$.
Winslow started his new coverage by referring to Marc Andreessen's 2011 statement in which he said, "Software is eating the world," by saying that now, "Software is life."
"Much of the debate about the software industry, publicly traded or privately held, is still around valuation, as opposed to the long-duration value creation potential of the best companies," Winslow said.
Winslow started his coverage of $甲骨文 (ORCL.US)$, $ServiceNow (NOW.US)$, $Workday (WDAY.US)$, Splunk (ORCL), $威睿 (VMW.US)$, $Zscaler (ZS.US)$, $Snowflake (SNOW.US)$ , $欧特克 (ADSK.US)$ , $UiPath (PATH.US)$ , $MongoDB (MDB.US)$ and $Confluent (CFLT.US)$ with outperform ratings, and also assumed coverage of $微软 (MSFT.US)$ , $赛富时 (CRM.US)$ and $Palo Alto Networks (PANW.US)$ and their outperform ratings.
Winslow set neutral ratings on $Adobe (ADBE.US)$ , $Workday (WDAY.US)$ , $Zendesk (ZEN.US)$ , $Palantir (PLTR.US)$ , $Cloudflare (NET.US)$ and $Zeta Global (ZETA.US)$ , and started coverage of $Check Point软件 (CHKP.US)$ and $天睿公司 (TDC.US)$ at underperform.
Even with software having what he called an "outsized influence" on the stock market, and the strategic paths many companies have taken, Winslow said he believes the industry "is still in the early stages of disruptive and powerful technological advances."
With regards to some of the companies in his coverage, Winslow said that for at least the next five years, Microsoft should deliver "mid-to-high teens revenue growth" that will be driven by 20% growth in its Intelligent Cloud business.
Winslow said that he is impressed by Adobe's "successful transition to subscription[s], which increased the value of its large creative and document-centric installed bases," but that those positive items are already reflected in the company's current stock price valuation.
Winslow said $Splunk (SPLK.US)$'s stock price hasn't reflected the growth of company's core products, its shift to the cloud, or its expansion into data-streaming, which he said should grow the company's recurring revenue by 25% to 30% annually. On Monday, Splunk said Chief Executive Doug Merritt is stepping down after six years at the data-management software company.
Winslow started his new coverage by referring to Marc Andreessen's 2011 statement in which he said, "Software is eating the world," by saying that now, "Software is life."
"Much of the debate about the software industry, publicly traded or privately held, is still around valuation, as opposed to the long-duration value creation potential of the best companies," Winslow said.
Winslow started his coverage of $甲骨文 (ORCL.US)$, $ServiceNow (NOW.US)$, $Workday (WDAY.US)$, Splunk (ORCL), $威睿 (VMW.US)$, $Zscaler (ZS.US)$, $Snowflake (SNOW.US)$ , $欧特克 (ADSK.US)$ , $UiPath (PATH.US)$ , $MongoDB (MDB.US)$ and $Confluent (CFLT.US)$ with outperform ratings, and also assumed coverage of $微软 (MSFT.US)$ , $赛富时 (CRM.US)$ and $Palo Alto Networks (PANW.US)$ and their outperform ratings.
Winslow set neutral ratings on $Adobe (ADBE.US)$ , $Workday (WDAY.US)$ , $Zendesk (ZEN.US)$ , $Palantir (PLTR.US)$ , $Cloudflare (NET.US)$ and $Zeta Global (ZETA.US)$ , and started coverage of $Check Point软件 (CHKP.US)$ and $天睿公司 (TDC.US)$ at underperform.
Even with software having what he called an "outsized influence" on the stock market, and the strategic paths many companies have taken, Winslow said he believes the industry "is still in the early stages of disruptive and powerful technological advances."
With regards to some of the companies in his coverage, Winslow said that for at least the next five years, Microsoft should deliver "mid-to-high teens revenue growth" that will be driven by 20% growth in its Intelligent Cloud business.
Winslow said that he is impressed by Adobe's "successful transition to subscription[s], which increased the value of its large creative and document-centric installed bases," but that those positive items are already reflected in the company's current stock price valuation.
Winslow said $Splunk (SPLK.US)$'s stock price hasn't reflected the growth of company's core products, its shift to the cloud, or its expansion into data-streaming, which he said should grow the company's recurring revenue by 25% to 30% annually. On Monday, Splunk said Chief Executive Doug Merritt is stepping down after six years at the data-management software company.
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Biluochun
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面对元宇宙派对的嘉年华,摩根史坦利表示苹果是(元宇宙)成功的关键。
随着元宇宙概念从ACG蔓延至整个商业社会,首先马克·扎克伯格将Facebook更名为Meta,突出其对虚拟现实的关注和转型,宣称自己是元宇宙的先行者;随后微软推出了一个新的说法,未来每个人都可以在元宇宙中写PPT;谷歌则不遗余力地探索元宇宙的虚拟技术……前美国科技巨头FAANG在元宇宙的派对狂欢中似乎没有看到老大哥苹果?
11月12日星期五,摩根史坦利表示,虽然Meta可能比许多公司更早地探索了下一个重要领域(元宇宙),但苹果是成功的关键。
银行在研究报告中表示,Facebook和谷歌一直在投资虚拟现实(VR)和增强现实(AR)技术,这是进入“元宇宙”虚拟世界的入口,但只有苹果加入才能实现AR或VR的大规模市场应用。
摩根史坦利表示,相关设备的硬件市场规模预计到2030年将达到1000亿美元,并在2040年增长至四倍。为了实现元宇宙,不可避免地需要底层技术的支持:VR设备是获取沉浸式体验的关键,而低延迟需要依赖5G和云计算等底层技术。
苹果在进入新市场时采取更加谨慎的方式的优势在于,如果能以更加聪明的方式打破现有局面,成功的概率将会增加。尽管苹果在AR/VR硬件方面“明显缺席”,但回想起苹果在手机领域的布局,直到2007年才进入智能手机市场,比诺基亚和黑莓更晚。
$苹果 (AAPL.US)$ $黑莓 (BB.US)$ $Meta Platforms (FB.US)$
随着元宇宙概念从ACG蔓延至整个商业社会,首先马克·扎克伯格将Facebook更名为Meta,突出其对虚拟现实的关注和转型,宣称自己是元宇宙的先行者;随后微软推出了一个新的说法,未来每个人都可以在元宇宙中写PPT;谷歌则不遗余力地探索元宇宙的虚拟技术……前美国科技巨头FAANG在元宇宙的派对狂欢中似乎没有看到老大哥苹果?
11月12日星期五,摩根史坦利表示,虽然Meta可能比许多公司更早地探索了下一个重要领域(元宇宙),但苹果是成功的关键。
银行在研究报告中表示,Facebook和谷歌一直在投资虚拟现实(VR)和增强现实(AR)技术,这是进入“元宇宙”虚拟世界的入口,但只有苹果加入才能实现AR或VR的大规模市场应用。
摩根史坦利表示,相关设备的硬件市场规模预计到2030年将达到1000亿美元,并在2040年增长至四倍。为了实现元宇宙,不可避免地需要底层技术的支持:VR设备是获取沉浸式体验的关键,而低延迟需要依赖5G和云计算等底层技术。
苹果在进入新市场时采取更加谨慎的方式的优势在于,如果能以更加聪明的方式打破现有局面,成功的概率将会增加。尽管苹果在AR/VR硬件方面“明显缺席”,但回想起苹果在手机领域的布局,直到2007年才进入智能手机市场,比诺基亚和黑莓更晚。
$苹果 (AAPL.US)$ $黑莓 (BB.US)$ $Meta Platforms (FB.US)$
已翻译
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