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 Corporation (NASDAQ:MSFT) and Alphabet Inc.'s (NASDAQ:GOOG) (NASDAQ:GOOGL) "spectacular quarters."
儘管有微軟公司（納斯達克股票代碼：MSFT）和Alphabet Inc.，億萬富翁投資者比爾·格羅斯還是建議投資者避開科技股。”s（納斯達克股票代碼：GOOG）（納斯達克股票代碼：GOOGL）“壯觀的季度”。
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 Partners and energy infrastructure firm MPLX.
發生了什麼：被稱爲 “債券之王” 的格羅斯提醒投資者警惕科技行業。本週早些時候，他在X（前身爲Twitter）上說：“堅持價值股，暫時避開科技股”，並透露自己持有西部中游合夥人和能源基礎設施公司MPLX的股票。
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."
他接着建議，如果投資者必須冒險進入科技領域，微軟是唯一可行的選擇，他說：“如果必須的話，MSFT在科技領域是最好的。”
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%."
他還對持有債券表示懷疑，特別是在國內生產總值報告發布後，10年期國債收益率週四超過4.7％。“10年期國債升至4.75％。爲什麼要擁有債券？國債收益率爲5.25％。”
"The day the music died."
— Bill Gross (@real_bill_gross) April 25, 2024
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...
“音樂消失的那一天。”
— 比爾·格羅斯 (@real_bill_gross) 2024 年 4 月 25 日
堅持價值股，暫時避開科技股。
MLP管道仍有勢頭，但不會過重。我擁有WES（9.9％的稅收遞延股息）和MPLX（8.4％）。
如果必須的話，MSFT 在科技領域是最好的。
10年期國債升至4.75％。爲什麼要擁有債券？T...
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.
爲何重要：格羅斯的建議是在科技行業經歷重大轉變的時候提出的。週五，CNBC “瘋狂的錢” 主持人吉姆·克萊默表示，儘管Alphabet和微軟表現出色，但他們幾乎沒有得到報道。
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.
谷歌母公司宣佈，其第一季度的收入同比增長15％，達到805.39億美元，超過了市場普遍預期的785.94億美元。根據Benzinga Pro的收益數據，該公司還公佈了每股1.89美元的季度收益，超過了分析師預期的每股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.
微軟第三季度的收入同比增長17％，達到619億美元，超過了市場普遍預期的608.04億美元。這家科技巨頭還公佈了每股2.94美元的季度收益，超過了分析師預期的每股2.82美元。
However, despite these positive results, the tech sector has been struggling. Tesla Inc. (NASDAQ:TSLA) reported disappointing results, but its stock rose on the announcement of a new, more affordable vehicle model. On the other hand, Meta Platforms Inc. (NASDAQ:META) disappointed investors with weak guidance in its earnings report, leading to a sharp stock decline and further dragging down the tech sector.
但是，儘管取得了這些積極的結果，但科技行業仍在苦苦掙扎。特斯拉公司（納斯達克股票代碼：TSLA）公佈了令人失望的業績，但由於宣佈推出一款更實惠的新車型，其股價上漲。另一方面，Meta Platforms Inc.（納斯達克股票代碼：META）的收益報告中指引疲軟，令投資者失望，導致股票大幅下跌並進一步拖累科技板塊。
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Disclaimer: This content was partially produced with the help of Benzinga Neuro and was reviewed and published by Benzinga editors.
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譯文內容由第三人軟體翻譯。