外媒头条 | 苹果服务业务放缓或是“周期性的”-To The Moon - Tiger Brokers Online Investing Community

外媒头条 | 苹果服务业务放缓或是“周期性的”

环球市场播报2023-02-27

全球财经媒体昨夜今晨共同关注的头条新闻主要有：1、搞不懂美国现在的经济状况？沃尔玛、家得宝这些大卖场也有点蒙2、美股经历开年最糟糕的一周上半年将继续苦苦挣扎3、苹果广告收入急剧下降服务业务放缓可能是“周期性的”4、美国最大电网运营商警告：即将迎来电力容量严重短缺5、由于持续的宏观不确定性，2022年美洲并购活动明显降温6、2023年美股反弹看起来并不稳定投资者准备应对更长时间的通胀搞不懂美国...

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CMLeong
·2023-02-27
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- koolgal:
  Thanks for sharing
  2023-04-20
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eeth
·2023-02-27
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benben82
·2023-02-27
好
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投资者准备应对更长时间的通胀搞不懂美国现在的经济状况？沃尔玛、家得宝这些大卖场也有点蒙上周，两大零售商对美国消费者状况发出了谨慎的信号。沃尔玛表示，预计全年家庭支出将放缓，导致2024财年美国销售增长疲软，仅为2%至2.5%。家得宝表示，消费者支出仍在增长，但预计今年整体销售增长将持平，利润将下降。来自市场和经济的最新消息突显出，美联储要在不引发衰退的情况下为经济降温有多么困难。消费类股和零售类股经历了糟糕的一周：标普零售ETF今年上涨9%，但上周下跌约7%，是自2022年7月以来最糟糕的五天。非必需消费品类股本周下跌近4.5%，是标普500指数所有板块中表现最差的。美股经历开年最糟糕的一周 上半年将继续苦苦挣扎美股多头正在展望美国股市数月来最艰难的时期，并坚持押注一旦美联储停止加息，今年下半年美国股市将出现反弹。标普500指数正经历自去年12月9日以来最糟糕的一周，高于预期的通胀数据加剧了市场对美联储将多次提高借贷成本的猜测，美联储可能在7月暂停加息。这是一条比投资者几周前预期的更为陡峭的政策收紧之路。然而，这在很大程度上仍符合自2022年底以来流行的理论：美股将在今年上半年挣扎，然后在下半年走强。股市技术面显示，投资者认同这一逻辑，因为标普500指数自去年秋季开始的上升趋势在本月下跌2.6%的情况下仍在继续。Sanctuary Wealth首席投资策略师玛丽•安•巴特尔斯表示：“我们正越来越接近美联储利率周期的终点，市场将开始消化这一点。”苹果广告收入急剧下降 服务业务放缓可能是“周期性的”苹果公司的整体收入有很大一部分来自其服务业务，其中包括2022财年的781亿美元，2023财年第一季度为208亿美元。许多投资者将苹果的估值归功于这一领域，有人担心，苹果服务业务的部分业务正在放缓，或许是永久性放缓。广告和应用商店被认为是苹果服务收入的很大一部分（可能高达60%）以及高达75%的利润。最近几个季度的广告收入也在急剧下降。投资公司伯恩斯坦分析师托尼•萨克纳吉指出，尽管服务业增长已经连续六个季度放缓，上个季度毛利率也有所下降，但放缓都可能是周期性的，尤其是广告和应用商店，并将恢复增长。美国最大电网运营商警告：即将迎来电力容量严重短缺美国最大的电网运营商PJM Interconnection本周发布的一份新分析报告显示，随着传统发电机的退役速度超过新增发电机的数量，该公司未来几年将面临发电能力严重不足的问题。该电网运营商预测，到2030年，其近4000GW的发电能力将退役，占服务区域总容量的21%，其中90%是煤炭和天然气计划退役。与此同时，PJM预计同期新增产能不会超过30GW。PJM为伊利诺斯州北部和大西洋沿岸的6500多万消费者提供服务，包括俄亥俄州、宾夕法尼亚州和新泽西州的所有地区。其他电网运营商，包括邻近的中大陆独立系统运营商，也面临着同样的潜在容量短缺，因为公用事业公司淘汰了更多的化石燃料发电。由于持续的宏观不确定性，2022年美洲并购活动明显降温根据ION Analytics的数据，由于全球宏观经济状况仍存在不确定性，去年美洲地区的并购活动有所降温，全年此类交易价值同比下降38%。去年美洲共有10581宗交易，总金额为1.8万亿美元，交易量下降8%。然而，2022年的交易总额几乎与2019年的水平相当，交易量增长了37%。2022年，电信、媒体和科技行业的交易最多，占整个美洲所有资本投资的36%。交易量仅下降10%，为3105笔交易，而并购价值下降41%，至639.9亿美元。其中最大的三笔交易分别是微软正在进行的对动视暴雪的收购，博通计划收购VMware，以及马斯克收购推特。制药行业在排行榜上排名第二，2022年的交易额为2345亿美元，下降29%，交易量下降4%，至1342笔。安进公司以283亿美元收购地平线制药公司，成为并购交易最多的公司。2023年美股反弹看起来并不稳定 投资者准备应对更长时间的通胀美股将以一种明显不稳定的基调结束了2月份，引发了人们对2023年初反弹的持久性的怀疑。强于预期的经济数据和强于预期的通胀数据迫使投资者再次重新考虑他们对美联储将把利率提高到多高的预期。纽约人寿投资公司经济学家兼投资组合策略师劳伦·古德温表示，在美联储仍在加息、市场低估美联储将采取的行动之际，股市将出现强劲上行的想法看起来“站不住脚”。古德温认为，随着经济滑向衰退，股市还有下跌10%至15%的空间。她表示，尽管收益结果显示，科技和非必需消费品行业的利润继续保持相对良好，但营收正在减速——这是一种令人不安的不匹配。她指出，除了极少部分的赢家之外，大多数企业正在努力维持利润率。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":9957542001,"gmtCreate":1677454468204,"gmtModify":1677454471864,"author":{"id":"3583571794110805","authorId":"3583571794110805","name":"CMLeong","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3583571794110805","authorIdStr":"3583571794110805"},"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9957542001","repostId":2314375719,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":106326197,"gmtCreate":1681952398542,"gmtModify":1681952401810,"authorId":3559581955535845,"author":{"id":3559581955535845,"idStr":"3559581955535845","authorId":3559581955535845,"name":"koolgal","avatar":"https://static.tigerbbs.com/c05274d88ffc0434623e57350c52c70a","vip":2,"currentWearingBadge":{"badgeId":"c4ee29b388ff41cc8462b3b7ea00d1e2-1","templateUuid":"c4ee29b388ff41cc8462b3b7ea00d1e2","name":"Monthly 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