浑水金融阅读，整理的机器翻译文本
2019年11月15日
Chicago, IL – November 14, 2019 – Zacks.com announces the list of stocks featured in the Analyst Blog. Every day the Zacks Equity Research analysts discuss the latest news and events impacting stocks and the financial markets. Stocks recently featured in the blog include: Microsoft MSFT, Novartis NVS, Novo Nordisk NVO, Tesla TSLA and General Dynamics GD.
芝加哥，伊利诺伊州-2019年11月14日-Zacks.com公布分析师博客中的股票列表。 Zacks Equity Research分析师每天都在讨论影响股票和金融市场的最新消息和事件。 最近出现在博客中的股票包括:微软MSFT，诺华NVS，诺华Novo Nordisk NVO，特斯拉TSLA和General Dynamics GD。
Microsoft’s shares have outperformed the S&P 500 year to date (44.8% vs. 23.7%). The Zacks analyst believes that Microsoft is benefiting from growing user base of its different applications like Office 365 commercial, Dynamics, Outlook mobile and Teams.
到目前为止，微软的股价表现超过了标准普尔500指数（44.8%比23.7%）。 这位Zacks分析师认为，微软正在从Office 365商业版，Dynamics版，Outlook Mobile版和Teams版等不同应用程序的用户基础不断增长中获益。
Moreover, Azure’s expanding customer base is a key catalyst. Microsoft’s gaming segment is performing well, primarily driven by a combination of Xbox Live, Game Pass subscriptions and Mixer, which are driving user engagement. Further, acquisitions like PlayFab and GitHub expand Microsoft’s total addressable market (TAM) and penetration.
此外，Azure不断扩大的客户群是一个关键催化剂。 微软的游戏部门表现良好，主要是由Xbox Live，Game Pass订阅和Mixer的组合推动的，这些都推动了用户的参与。 此外，像PlayFab和GitHub这样的收购扩大了微软的总可寻址市场(TAM)和渗透率。
Additionally, latest contract wins from the Department of Defense remain notable. However, projections of a moderating growth rate in commercial cloud gross margin, and OEM Pro and Windows commercial businesses is a headwind. Moreover, stiff competition from the likes of Google, Apple, and Sony is a woe.
此外，国防部最近赢得的合同仍然引人注目。 然而，预计商业云毛利率以及OEM Pro和Windows商业业务的增长速度将放缓，这是一个不利因素。 此外，来自谷歌，苹果和索尼等公司的激烈竞争也是一场灾难。
Shares of Novartis have gained 10.6% in the past six months against Zacks Large-Cap Pharmaceuticals industry’s rise of 6.2%. The Zacks analyst believes that Novartis’ beat on earnings and sales in the third quarter, driven by the solid performance of key drugs like Cosentyx and Entresto, contribution from Zolgensma, and the Xiidra acquisition.
过去6个月，诺华的股价上涨了10.6%，而扎克的大型制药公司企业指标上涨了6.2%。 这位扎克伯格分析师认为，诺华公司第三季度的盈利和销售额都超过了预期，这是受Cosentyx和Entresto等关键药物的强劲表现，Zolgensma的贡献以及Xiidra的收购等因素的推动。
The increase in guidance was encouraging as well. New launches like Piqray and Beovu should further boost the company’s performance in the upcoming quarters. A strong uptake is expected particularly from Beovu as it is the first FDA approved anti-VEGF to offer greater fluid resolution as compared to Eylea.
指南的增加也令人鼓舞。 Piqray和Beovu等新产品的推出将进一步提升该公司在未来几个季度的业绩。 这是FDA首次批准的与EYLEA相比能提供更高流体分辨率的抗VEGF药物，预计BEOVU会有更强的吸收。
However, price erosion in the United States has adversely impacted the generic business. Of late, Novartis has restructured its business and spun off the eye-care unit, Alcon, to become a core drug-focused company. However, pipeline setbacks and generic competition for key drugs are concerns.
然而，美国的价格下跌对非专利药业务产生了不利影响。 最近，诺华公司对其业务进行了重组，并剥离了眼部护理部门Alcon，成为一家专注于药物的核心公司。 然而，输油管受阻和关键药物的仿制药竞争令人担忧。
Novo Nordisk’s shares have gained 13.4% over the past three months against the Zacks Biotech industry’s rise of 7.4%. The Zacks analyst believes that the company has one of the broadest diabetes portfolios in the industry.
过去三个月，Novo Nordisk的股价上涨了13.4%，而Zacks Biotech的股价上涨了7.4%。 Zacks分析师认为，该公司拥有业内最广泛的糖尿病投资组合之一。
A solid performance from Tresiba, Victoza, Ozempic, Xultophy and Saxenda drove the company’s sales in the year so far. Label expansion of Victoza continues to boost performance. Ozempic, once-weekly GLP-1, continues to gain market share.
Tresiba，Victoza，Ozempic，Xultophy和Saxenda的强劲表现推动了公司今年迄今的销售。 Victoza的品牌扩张继续提升业绩。 每周一次的Ozempic GLP-1继续获得市场份额。
The FDA recently approved semaglutide in tablet form under the brand name, Rybelsus. Approval of new drugs will further broaden the company’s portfolio. Shares of the company have outperformed the industry year to date.
FDA最近批准了名为Rybelsus的片剂形式的塞马格列肽。 批准新药将进一步扩大公司的投资组合。 该公司股票今年迄今的表现超过了行业水平。
However, lower realized prices in the Unites States, loss of exclusivity for products in hormone replacement therapy and intensifying competition within the diabetes and biopharmaceuticals markets will adversely impact sales.
然而，在美国的销售价格降低，激素替代疗法产品的专营权丧失以及糖尿病和生物制药市场的竞争加剧，将对销售产生不利影响。
Other noteworthy reports we are featuring today include Tesla and General Dynamics.
我们今天会提到的其他值得注意的报道包括特斯拉和通用动力公司。
Breakout Biotech Stocks with Triple-Digit Profit Potential
具有三位数盈利潜力的突破性生物技术股
The biotech sector is projected to surge beyond $775 billion by 2024 as scientists develop treatments for thousands of diseases. They’re also finding ways to edit the human genome to literally erase our vulnerability to these diseases.
随着科学家开发出治疗数千种疾病的方法，生物技术部门预计到2024年将超过7750亿美元。 他们还在寻找编辑人类基因组的方法，以消除我们对这些疾病的脆弱性。
扎克斯投资研究
来源：雅虎金融