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willielimwei
2021-07-28

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Why do U.S. stocks hold big technology groups? Giants' financial reports exceed expectations

尽管科技股周二拖累美股结束了连涨势头，不过苹果、微软和谷歌母公司三大科技公司财报没有让市场失望，收入和盈利均大幅上升，超过了市场本已十分乐观的预期。受益于看好美股科技巨头的财报表现，在周二之前纳指已

Why do U.S. stocks hold big technology groups? Giants' financial reports exceed expectations

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大黑黑
·2021-07-28
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Giants' financial reports exceed expectations","url":"https://stock-news.laohu8.com/highlight/detail?id=2154194398","media":"华尔街见闻","summary":"尽管科技股周二拖累美股结束了连涨势头，不过苹果、微软和谷歌母公司三大科技公司财报没有让市场失望，收入和盈利均大幅上升，超过了市场本已十分乐观的预期。\n受益于看好美股科技巨头的财报表现，在周二之前纳指已","content":"<p>Although technology stocks dragged down U.S. stocks to end their winning streak on Tuesday, but<a href=\"https://laohu8.com/S/AAPL\">Apple</a>、<a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>And<a href=\"https://laohu8.com/S/GOOG\">Google</a>The financial reports of the three major technology companies of the parent company did not disappoint the market. Both revenue and earnings rose sharply, exceeding the already optimistic expectations of the market.</p><p>Benefiting from the optimistic financial performance of U.S. stock technology giants, the Nasdaq had risen for five consecutive days before Tuesday, and hit 14,863.65 points on Monday, setting a new intraday record.</p><p>Apple: Almost all metrics beat expectations, quarterly profit nearly doubles, iPhone sales surge by 50%</p><p>Apple released its third quarter report for fiscal year 2021 (that is, the second quarter results for the natural year 2021) after the U.S. stock market closed on Tuesday, July 27.<b>Although the year-on-year growth rate was slightly lower than last quarter, Apple far exceeded Wall Street targets in almost all metrics.</b></p><p>Stimulated by service sales and iPhone sales, Apple's total revenue in the quarter increased by 36% year-on-year to US $81.4 billion, the highest in the same period in history; Profits almost doubled, up 93% year-on-year to US $21.7 billion.</p><p>Specifically, iPhone revenue in the quarter was US $39.57 billion, a year-on-year surge of nearly 50%; Service business revenue was US $17.49 billion, a record high for two consecutive quarters, a year-on-year increase of 33%.</p><p>In terms of regions, Apple's major geographical market segments have achieved double-digit percentage growth, with Greater China increasing by more than 58%, and Americas market revenue increasing by nearly 33% year-on-year.</p><p>Regarding last quarter's performance, Apple Chief Financial Officer Luca Maestri said in an interview with the Financial Times that Apple's performance in the quarter was \"very, very strong\" overall. Among them, the installed capacity of active equipment has set new records in all geographical market segments.</p><p>In addition, Apple warned in the last fiscal quarter that supply chain problems might lead to insufficient supply of iPad and Mac products. However, the final situation shows that this impact is less than $3 billion in the end.</p><p>Microsoft: Revenue hit a record high in the quarter, Azure cloud platform hit the fastest growth rate in five quarters</p><p>On the same day, Microsoft's quarterly financial report was announced. Similarly,<b>The tech giant with a market capitalization of more than $2 trillion has far exceeded market expectations on all metrics.</b></p><p>Driven by a large number of new businesses in the fields of cloud computing, LinkedIn advertising and commercial applications, Microsoft's revenue in the quarter increased by more than 21% year-on-year to US $46.2 billion, a record high, which also represents that Microsoft's total revenue has exceeded 40 billion for three consecutive quarters. billion dollars; Net profit was US $16.5 billion, a year-on-year increase of 47%.</p><p>In terms of profit margins, Microsoft's gross margin improved by nearly 2 percentage points to 69.7%, nearly 1 percentage point higher than expectations, and pushed earnings per share to jump 48% to $2.17.</p><p>In terms of business, the fast-growing Azure cloud platform is Microsoft's main engine. Azure revenue grew 51% in the quarter, the fastest growth rate in five quarters.</p><p>Google parent company Alphabet: Net profit exceeded analysts' expectations by 10%, advertising revenue growth was twice that of last quarter</p><p>In addition to the above two, Alphabet also announced its latest financial report on the same day. With the surge in advertising sales, the company's earnings and revenue were higher than market expectations.</p><p>The outbreak of COVID-19 pandemic last year caused a sharp decline in global advertising spending, which also dealt a heavy blow to Alphabet. However, with the reopening of the economy, as expected by Wall Street, Alphabet's operating income in the quarter surged 62% year-on-year to US $61.88 billion, and its net profit reached US $18.53 billion, about 10% higher than analysts' expectations.</p><p>In terms of business, the revenue of main business advertising was US $50.444 billion in the quarter, easily exceeding analysts' expectations; It increased by nearly 69% year-on-year, and the year-on-year growth rate was more than double that of the first quarter. Among them, YouTube advertising revenue increased significantly, reaching US $7 billion, a year-on-year increase of more than 80%.</p><p>In addition, benefiting from working from home, Alphabet's cloud business has also grown significantly. Revenue in the quarter increased by nearly 54% year-on-year to US $4.63 billion, which also exceeded analysts' expectations.</p><p><a href=\"https://laohu8.com/S/TSLA\">Tesla</a>: Net profit exceeded US $1 billion for the first time, a new high, a year-on-year increase of nearly 1,000%</p><p>Also gaining market spotlight this week is Tesla's earnings report released after the market closed on Monday. As the world's largest automaker and electric vehicle giant by market value, Tesla not only had better-than-expected quarterly revenue, but also hit a new high in net profit.</p><p>The financial report released after the U.S. stock market closed on July 27 showed that Tesla was US $11.96 billion, a year-on-year increase of 98%, higher than analysts' expectations of US $11.36 billion, and exceeded the US $10 billion mark for three consecutive quarters.</p><p>Tesla's net profit under GAAP for the quarter was US $1.14 billion, the first time in the company's history that it exceeded the US $1 billion mark, a year-on-year increase of nearly 1,000%. This is also the eighth consecutive quarter of positive profit.</p><p>Wall Street News previously pointed out in the article that it is worth noting that Tesla still expects car deliveries to achieve an average annual growth rate of 50% within a few years. According to Bloomberg, this means that Tesla's delivery guidance this year may be higher than market expectations.</p>","source":"wallstreetcn_api","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>Why do U.S. stocks hold big technology groups? 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Giants' financial reports exceed expectations\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">华尔街见闻</strong><span class=\"h-time small\">2021-07-28 10:06</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Although technology stocks dragged down U.S. stocks to end their winning streak on Tuesday, but<a href=\"https://laohu8.com/S/AAPL\">Apple</a>、<a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>And<a href=\"https://laohu8.com/S/GOOG\">Google</a>The financial reports of the three major technology companies of the parent company did not disappoint the market. Both revenue and earnings rose sharply, exceeding the already optimistic expectations of the market.</p><p>Benefiting from the optimistic financial performance of U.S. stock technology giants, the Nasdaq had risen for five consecutive days before Tuesday, and hit 14,863.65 points on Monday, setting a new intraday record.</p><p>Apple: Almost all metrics beat expectations, quarterly profit nearly doubles, iPhone sales surge by 50%</p><p>Apple released its third quarter report for fiscal year 2021 (that is, the second quarter results for the natural year 2021) after the U.S. stock market closed on Tuesday, July 27.<b>Although the year-on-year growth rate was slightly lower than last quarter, Apple far exceeded Wall Street targets in almost all metrics.</b></p><p>Stimulated by service sales and iPhone sales, Apple's total revenue in the quarter increased by 36% year-on-year to US $81.4 billion, the highest in the same period in history; Profits almost doubled, up 93% year-on-year to US $21.7 billion.</p><p>Specifically, iPhone revenue in the quarter was US $39.57 billion, a year-on-year surge of nearly 50%; Service business revenue was US $17.49 billion, a record high for two consecutive quarters, a year-on-year increase of 33%.</p><p>In terms of regions, Apple's major geographical market segments have achieved double-digit percentage growth, with Greater China increasing by more than 58%, and Americas market revenue increasing by nearly 33% year-on-year.</p><p>Regarding last quarter's performance, Apple Chief Financial Officer Luca Maestri said in an interview with the Financial Times that Apple's performance in the quarter was \"very, very strong\" overall. Among them, the installed capacity of active equipment has set new records in all geographical market segments.</p><p>In addition, Apple warned in the last fiscal quarter that supply chain problems might lead to insufficient supply of iPad and Mac products. However, the final situation shows that this impact is less than $3 billion in the end.</p><p>Microsoft: Revenue hit a record high in the quarter, Azure cloud platform hit the fastest growth rate in five quarters</p><p>On the same day, Microsoft's quarterly financial report was announced. Similarly,<b>The tech giant with a market capitalization of more than $2 trillion has far exceeded market expectations on all metrics.</b></p><p>Driven by a large number of new businesses in the fields of cloud computing, LinkedIn advertising and commercial applications, Microsoft's revenue in the quarter increased by more than 21% year-on-year to US $46.2 billion, a record high, which also represents that Microsoft's total revenue has exceeded 40 billion for three consecutive quarters. billion dollars; Net profit was US $16.5 billion, a year-on-year increase of 47%.</p><p>In terms of profit margins, Microsoft's gross margin improved by nearly 2 percentage points to 69.7%, nearly 1 percentage point higher than expectations, and pushed earnings per share to jump 48% to $2.17.</p><p>In terms of business, the fast-growing Azure cloud platform is Microsoft's main engine. Azure revenue grew 51% in the quarter, the fastest growth rate in five quarters.</p><p>Google parent company Alphabet: Net profit exceeded analysts' expectations by 10%, advertising revenue growth was twice that of last quarter</p><p>In addition to the above two, Alphabet also announced its latest financial report on the same day. With the surge in advertising sales, the company's earnings and revenue were higher than market expectations.</p><p>The outbreak of COVID-19 pandemic last year caused a sharp decline in global advertising spending, which also dealt a heavy blow to Alphabet. However, with the reopening of the economy, as expected by Wall Street, Alphabet's operating income in the quarter surged 62% year-on-year to US $61.88 billion, and its net profit reached US $18.53 billion, about 10% higher than analysts' expectations.</p><p>In terms of business, the revenue of main business advertising was US $50.444 billion in the quarter, easily exceeding analysts' expectations; It increased by nearly 69% year-on-year, and the year-on-year growth rate was more than double that of the first quarter. Among them, YouTube advertising revenue increased significantly, reaching US $7 billion, a year-on-year increase of more than 80%.</p><p>In addition, benefiting from working from home, Alphabet's cloud business has also grown significantly. Revenue in the quarter increased by nearly 54% year-on-year to US $4.63 billion, which also exceeded analysts' expectations.</p><p><a href=\"https://laohu8.com/S/TSLA\">Tesla</a>: Net profit exceeded US $1 billion for the first time, a new high, a year-on-year increase of nearly 1,000%</p><p>Also gaining market spotlight this week is Tesla's earnings report released after the market closed on Monday. As the world's largest automaker and electric vehicle giant by market value, Tesla not only had better-than-expected quarterly revenue, but also hit a new high in net profit.</p><p>The financial report released after the U.S. stock market closed on July 27 showed that Tesla was US $11.96 billion, a year-on-year increase of 98%, higher than analysts' expectations of US $11.36 billion, and exceeded the US $10 billion mark for three consecutive quarters.</p><p>Tesla's net profit under GAAP for the quarter was US $1.14 billion, the first time in the company's history that it exceeded the US $1 billion mark, a year-on-year increase of nearly 1,000%. This is also the eighth consecutive quarter of positive profit.</p><p>Wall Street News previously pointed out in the article that it is worth noting that Tesla still expects car deliveries to achieve an average annual growth rate of 50% within a few years. According to Bloomberg, this means that Tesla's delivery guidance this year may be higher than market expectations.</p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://wallstreetcn.com/articles/3636490\">华尔街见闻</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c1cb237e736a4e03c939622e7b71e8e7","relate_stocks":{"AAPL":"苹果","TSLA":"特斯拉","MSFT":"微软","GOOGL":"谷歌A","GOOG":"谷歌"},"source_url":"https://wallstreetcn.com/articles/3636490","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2154194398","content_text":"尽管科技股周二拖累美股结束了连涨势头，不过苹果、微软和谷歌母公司三大科技公司财报没有让市场失望，收入和盈利均大幅上升，超过了市场本已十分乐观的预期。\n受益于看好美股科技巨头的财报表现，在周二之前纳指已经连涨五日，并在周一盘中触及14863.65点，刷新盘中纪录。\n苹果：几乎所有指标均超预期 季度利润接近翻倍 iPhone销量激增50%\n苹果公司在7月27日周二美股盘后发布2021财年三季报（即2021自然年第二季度业绩）。尽管同比增速略低于上季度，但是苹果在几乎所有指标上都远超华尔街目标。\n在服务销售和iPhone销量的刺激下，苹果当季总营收同比增长36%至814亿美元，创历史同期最高；利润更是几乎翻了一倍，同比增长93%至217亿美元。\n具体来看，当季iPhone营收395.7亿美元，同比激增近50%；服务业务营收174.9亿美元，连续两个季度历史新高，同比增33%。\n按地区来看，苹果各大地理市场分区均实现双位数百分比涨幅，大中华区增超58%，美洲市场收入同比增近33%。\n对于上季度的表现，苹果首席财务官Luca Maestri在接受英国金融时报采访时表示，该季度苹果的表现在整体上“非常、非常强劲”。其中，活跃设备装机量在所有地理市场分区都创下了新纪录。\n另外，苹果曾在上一财季警告，供应链问题恐将使iPad和Mac产品出现供应不足问题。不过最终的情况显示，这一影响最终不足30亿美元。\n微软：当季营收创历史新高Azure云平台创五个季度最快增速\n同天公布的还有微软的季度财报，同样的，这家市值超过2万亿美元的科技巨头在各项指标上都远超市场预期。\n在云计算、LinkedIn广告和商业应用领域的大批量新业务推动下，微软当季营收同比增长超21%至462亿美元，创历史新高，这也代表微软总营收连续三个季度突破400亿美元；净利润为165亿美元，同比增47%。\n利润率方面，微软毛利率提高了近2个百分点至69.7%，比预期高出近1个百分点，并推动每股盈利跃升48%至2.17美元。\n分业务来看，快速增长的Azure云平台是微软的主要引擎。当季Azure收入增长了51%，创下5个季度以来的最快增速。\n谷歌母公司Alphabet：净利润高出分析师预期10% 广告收入增速是上季度两倍\n除了以上两家之外，Alphabet也在同一天公布了最新财报，随着广告销售的激增，公司盈利和收入均高于市场预期。\n去年新冠疫情的爆发令全球广告支出大幅下滑，这也给Alphabet带了沉重的打击。不过随着经济的重新开放，正如华尔街预期的那样，Alphabet当季营业收入同比大增62%至618.8亿美元，净利润更是达到185.3亿美元，比分析师预期的高出约10%。\n分业务来看，主营业务广告的收入当季为504.44亿美元，轻松超越分析师预期；同比增长近69%，同比增速是一季度的两倍多。其中YouTube广告收入大幅增长，达到70亿美元，同比增长逾80%。\n除此之外，受益于居家办公，Alphabet的云业务也大幅增长，当季收入同比增长近54%至46.3亿美元，同样超过分析师预期。\n特斯拉：净利润首超10亿美元创新高 同比增长近1000%\n本周获得市场聚焦的还有周一盘后公布的特斯拉财报。作为全球市值最大的汽车制造商、电动汽车巨头，特斯拉不仅季度营收好于预期，净利润更是创下新高.\n7月27日美股盘后公布的财报显示，特斯拉119.6亿美元，同比增长98%，高于分析师预期的113.6亿美元，连续三个季度超过100亿美元大关。\n当季GAAP项下特斯拉净利润为11.4亿美元，是公司史上首次超过10亿美元大关，同比增长近1000%，这也是连续第八个季度实现正盈利。\n华尔街见闻此前在文章中指出，值得注意的是，特斯拉仍预期汽车交付量在几年内实现50%的年均增长率。彭博社称，这代表今年特斯拉交付指引可能高于市场预期。","news_type":1,"symbols_score_info":{"TSLA":0.9,"GOOG":0.9,"GOOGL":0.9,"MSFT":0.9,"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":1746,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":4,"xxTargetLangEnum":"ORIG"},"commentList":[{"id":5353599,"commentId":"5353599","gmtCreate":1627438535864,"gmtModify":1663231601346,"authorId":3587038302345728,"author":{"id":3587038302345728,"idStr":"3587038302345728","authorId":3587038302345728,"name":"大黑黑","avatar":"https://static.tigerbbs.com/086c5bbf7dc482ac40a55173cf795941","vip":1,"hat":"https://static.tigerbbs.com/46b6808e1ba3716fb9c53339adffa3c5","crmLevel":11,"crmLevelSwitch":1,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":803646443,"objectIdStr":"803646443","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"666","text":"666","html":"666","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"invalid","coins":0,"score":0,"disclaimerType":0}],"hasMoreComment":true,"orderType":2}