奈飞罕见暴跌，美股科技股吓崩了，市场在担心什么？

华尔街见闻2022-01-22

1月21日的美股市场，奈飞重挫21%，科技股普跌，纳斯达克指数跌超2.7%，一月份跌幅已达12%！奈飞数百亿市值的蒸发固然让市场感到恐惧，但是更投资者担忧的是，这或许只是一个开始。先是奈飞用近十年来的最大跌幅告诉市场，今年的财报季可能不太好过。资产管理公司Abrdn的投资总监Tim Skiendzielewski表示，在市场经过短期抛售刚刚显露出复苏迹象之时，奈飞引领的财报季开局再度打击了投资者...

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Comments

Li Guixi
2022-01-24
Li Guixi
贊👍
Futre
2022-01-24
Futre
贊👍
钱包君你要振作起来
2022-01-24
钱包君你要振作起来
嚇死人了
Youn7276
2022-01-24
Youn7276
OK
NCP88
2022-01-24
NCP88
閱
AdelineLing
2022-01-23
AdelineLing
留意
- 神话者:
  [微笑]
- DYTW:
  ok

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B”计划，取消包括口罩强制令、在家工作和疫苗通行证在内的所有防疫措施，或将于下周四生效。1月20日，《华尔街日报》援引美国卫生官员和流行病专家称，美国部分地区的新冠疫情正显示出放缓的迹象，比如东北地区的新冠住院人数开始出现下降。同样在1月20日，拜登政府的首席医学顾问福奇也表示“乐观”。他表示至少在短期内，一个人再次感染奥密克戎的概率很低。因为美国最早出现奥密克戎感染的地方，病例数量已经急剧下降。数据证明，美国近7天平均每天新增病例约75万例，已经比前一周下降5%。所以种种迹象均显露出了这样的可能——之前的正常生活可能要回来了。居家概念“跌落神坛”在“正常”的生活中，大家无需花大量时间居家生活和办公，户外活动时间会大大增加，消费者对于电子产品的需求也会有所下降。而这些居家需求的下降和科技板块的众多分支一一对应。这就能解释为什么奈飞预计今年一季度新增用户数暴跌，Peloton这种居家健身平台会在三个月跌超70%，以及机构预计PC等电子消费产品销量可能会放缓。周四，资产管理公司Piper Sandler的分析师将对AMD的评级从“买入”下调至“持有”，这是基于未来计算机销量的趋势。虽然这些科技公司都在努力想要吸引大家的注意力，比如奈飞就在上个季度发布了157部电影、新剧集和现有剧集的新季，比上年同期发布的原创内容数量增加了20%。其中不乏《红色通缉令》(Red Notice)和《不要抬头》(Don't Look 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