2021年一路狂奔的FAAMG，能够继续高增长么？

华尔街见闻2022-02-07

当地时间2月6日，根据纽约证券交易所的数据，追踪Meta Platforms（Facebook母公司）、苹果、亚马逊和Netflix等热门科技股的纽交所FANG+指数今年以来已经下跌了10%，表现逊色于大盘。Netflix和Meta等股票已较高点至少下跌了38%。相比之下，标普500指数则只较历史最高水平下跌了6.2%。一些投资者认为，这些科技股齐齐上涨并吸引大批“粉丝”的日子已经一去不复返了。...

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Comments

嘞撸虎7
2022-02-08
嘞撸虎7
閱
Youn7276
2022-02-08
Youn7276
Ok
yong168
2022-02-07
yong168
😵😇
GL1977
2022-02-07
GL1977
amg還是很穩加個特斯拉和英偉達
- Youn7276:
  Ok
- Youn7276:
  Ok
- hello369:
  K
嘞撸虎7
2022-02-07
嘞撸虎7
閱
nicegame
2022-02-07
nicegame
首先得去掉F

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Securities分析师Dan Ives在一份给客户的说明中写道：科技巨头亚马逊、苹果、Alphabet、微软、AMD和高通的强劲表现开始为2022年的科技领域描绘出一个清晰的增长前景，我们认为这对华尔街的未来走向非常重要。目前，多数分析师预计Meta和亚马逊在2022年的利润将会下降，而且增长速度将大幅放缓。这就意味着这些大型科技公司的增长可能在2021年就已经达到了顶峰。科技巨头们在今年第一季度的表现相对疲软，特别是对于Meta来说。只有Meta在2021年的净利润率同比是下降的。在公布四季度财报后，该公司股价盘后暴跌23%，相当于抹去了1650亿美元市值，创下其历史上最大的单日市值跌幅。Meta还警告该公司正面临一系列挑战，包括来自TikTok的竞争、苹果的隐私政策变化对其广告收入的影响以及宏观经济对其广告支出的限制。只有一家大型科技公司——微软，对今年第一季度的前景给出了强劲的预测。而没有一家公司对2022年的全年前景给出了完整的预测，因为当前的通胀、供应链中断和劳动力短缺的影响仍存在不确定性。苹果给出了一个不包括任何数字的模糊预测，称其2022年第一个季度将同比出现“稳健增长”。分析师认为，苹果公司在截至3月的第二财季将实现约936亿美元的营收，同比增长约5%。Alphabet的YouTube业务也让一些分析师略感失望，他他们认为其面临着来自TikTok日益激烈的竞争。但谷歌高管在其财报和电话会议中并没有给出任何形式的预测。疫情的阴影将消费者和企业推向了在线服务、云软件和各种家居设备硬件。但随着电影院和健身房等线下场所的重新开放，生活正在慢慢恢复常态化。这些由疫情下“居家工作”模式推动利润增长的公司，其强劲表现或许也将画上一个句号。Netflix和Peloton的收益大幅下滑就提供了例证。与此同时，当监管机构感受到这些科技公司的权力、资金和影响力在近年来不断增长之后，已经在密切关注这些公司，而他们肯定会继续施压。Ives却表示，虽然他认为随着美联储今年加息，科技行业的估值将继续承压，但华尔街目前低估了其潜在的增长。但他也相信，在去年有如此强劲的表现之后，科技公司们今年很难再出现任何突破，尤其是反垄断担忧不断加剧。但他们也许可以继续挑战这种可能性。","kind":null,"is_publish_news":true,"is_publish_highlight":true,"is_publish_live":null,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":9096047742,"gmtCreate":1644276439613,"gmtModify":1676533906384,"author":{"id":"4092032122452460","authorId":"4092032122452460","name":"嘞撸虎7","avatar":"https://static.tigerbbs.com/451ff62190f624c13c07b54476dd5930","vip":1,"crmLevel":1,"crmLevelSwitch":0},"htmlText":"閱","listText":"閱","text":"閱","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9096047742","repostId":2209327390,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":9096065112,"gmtCreate":1644270938313,"gmtModify":1676533905519,"author":{"id":"3577393549070429","authorId":"3577393549070429","name":"Youn7276","avatar":"https://static.tigerbbs.com/487c5c26a5e210d6b88adaeaba12329b","vip":1,"crmLevel":2,"crmLevelSwitch":0},"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9096065112","repostId":2209327390,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9096099829,"gmtCreate":1644246940961,"gmtModify":1676533904185,"author":{"id":"3570966674623757","authorId":"3570966674623757","name":"yong168","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":2,"crmLevelSwitch":0},"htmlText":"😵😇","listText":"😵😇","text":"😵😇","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9096099829","repostId":2209327390,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":633578613,"gmtCreate":1644246521863,"gmtModify":1676532688548,"author":{"id":"3580939278756579","authorId":"3580939278756579","name":"GL1977","avatar":"https://static.tigerbbs.com/17775ab37c290d5f0f84eeb85e9496eb","vip":1,"crmLevel":3,"crmLevelSwitch":0},"htmlText":"amg還是很穩 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