Despite Microsoft, Google's 'Spectacular Quarters,' Billionaire 'Bond King' Bill Gross Warns Against Tech, Advocates For Value Stocks
Despite Microsoft, Google's 'Spectacular Quarters,' Billionaire 'Bond King' Bill Gross Warns Against Tech, Advocates For Value Stocks
Billionaire investor Bill Gross has advised investors to steer clear of tech stocks despite $Microsoft (MSFT.US)$ and $Alphabet-C (GOOG.US)$'s "spectacular quarters."
尽管如此，亿万富翁投资者比尔·格罗斯还是建议投资者避开科技股 $微软 (MSFT.US)$ 和 $谷歌-C (GOOG.US)$的 “壮观的宿舍”。
What Happened: Gross, known as the "bond king," has cautioned investors to be wary of the tech sector. Earlier this week, he took to X, formerly Twitter, and said, "Stick to value stocks, avoid tech for now," disclosing that he holds stock in $Western Midstream (WES.US)$ and energy infrastructure firm $MPLX LP (MPLX.US)$.
发生了什么：被称为 “债券之王” 的格罗斯提醒投资者警惕科技行业。本周早些时候，他在X（前身为Twitter）上说：“坚持价值股，暂时避开科技股”，并透露自己持有股票 $Western Midstream (WES.US)$ 和能源基础设施公司 $MPLX LP (MPLX.US)$。
He went on to suggest that if investors must venture into tech, Microsoft is the only viable option, stating, "MSFT best in tech if you must."
他接着建议，如果投资者必须冒险进入科技领域，微软是唯一可行的选择，他说：“如果必须的话，MSFT在科技领域是最好的。”
He also expressed doubts about holding bonds, especially with the 10-year yield surpassing 4.7% on Thursday following the GDP report. "10-year Treasury moving to 4.75%. Why own bonds? T bills yield 5.25%."
他还对持有债券表示怀疑，特别是在国内生产总值报告发布后，10年期国债收益率周四超过4.7％。“10年期国债升至4.75％。为什么要拥有债券？国债收益率为5.25％。”
"The day the music died."
Stick to value stocks, avoid tech for now.
MLP pipelines still have momentum but don't overweight too much. I own WES (9.9% tax deferred dividend) and MPLX (8.4%).
MSFT best in tech if you must.
10 year Treasury moving to 4.75%. Why own bonds? T...— Bill Gross (@real_bill_gross) April 25, 2024
“音乐消失的那一天。”
坚持价值股，暂时避开科技股。
MLP管道仍有势头，但不会过重。我拥有WES（9.9％的税收递延股息）和MPLX（8.4％）。
如果必须的话，MSFT 在科技领域是最好的。
10年期国债升至4.75％。为什么要拥有债券？T...— 比尔·格罗斯 (@real_bill_gross) 2024 年 4 月 25 日
Why It Matters: Gross's advice comes at a time when the tech industry is experiencing significant shifts. On Friday, CNBC "Mad Money" host Jim Cramer said that despite Alphabet and Microsoft's "spectacular quarters" they have barely received coverage.
为何重要：格罗斯的建议是在科技行业经历重大转变的时候提出的。周五，CNBC “疯狂的钱” 主持人吉姆·克莱默表示，尽管Alphabet和微软表现出色，但他们几乎没有得到报道。
The parent company of Google announced that its revenue for the first quarter rose by 15% year-over-year to $80.539 billion, surpassing the consensus estimate of $78.594 billion. The company also reported quarterly earnings of $1.89 per share, exceeding analyst expectations of $1.51 per share, according to earnings data from Benzinga Pro.
谷歌母公司宣布，其第一季度的收入同比增长15％，达到805.39亿美元，超过了市场普遍预期的785.94亿美元。根据Benzinga Pro的收益数据，该公司还公布了每股1.89美元的季度收益，超过了分析师预期的每股1.51美元。
Microsoft's revenue for the third quarter surged by 17% year-over-year to $61.9 billion, outperforming the consensus estimate of $60.804 billion. The tech giant also posted quarterly earnings of $2.94 per share, surpassing analyst projections of $2.82 per share.
微软第三季度的收入同比增长17％，达到619亿美元，超过了市场普遍预期的608.04亿美元。这家科技巨头还公布了每股2.94美元的季度收益，超过了分析师预期的每股2.82美元。
However, despite these positive results, the tech sector has been struggling. $Tesla (TSLA.US)$ reported disappointing results, but its stock rose on the announcement of a new, more affordable vehicle model. On the other hand, $Meta Platforms (META.US)$ disappointed investors with weak guidance in its earnings report, leading to a sharp stock decline and further dragging down the tech sector.
但是，尽管取得了这些积极的结果，但科技行业仍在苦苦挣扎。 $特斯拉 (TSLA.US)$ 公布了令人失望的业绩，但由于宣布推出一款更实惠的新车型，其股价上涨。另一方面， $Meta Platforms (META.US)$ 其收益报告中的疲软指导令投资者失望，导致股价急剧下跌并进一步拖累科技板块。
Disclaimer: This content was partially produced with the help of Benzinga Neuro and was reviewed and published by Benzinga editors.
免责声明：此内容部分是在Benzinga Neuro的帮助下制作的，并由Benzinga编辑审查和发布。