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2021-08-02

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7月科技股季報後表現小結：仍不遜色

@小虎周报：

一、Q3科技季報後表現我們選取標普500成分裏面的信息技術、通訊服務這兩個科技類的行業作爲樣本來觀察，七月以來已有42家公司公佈業績，這裏面有20家季報後交易日上漲，平均漲幅爲3.9%，值得一提的是這些季報後上漲的公司裏面，盈利全部超出預期；在這之外，22家季報後交易日下跌，平均跌幅爲3.3%，不過這裏面也僅有3家盈利遜於預期。二、大型科技股年初至今表現仍不遜色儘管季報後漲跌不一，但如果從全年來看，在今年成長與價值交錯對抗、流動性若即若離的年份，大型成長股整體表現仍不遜色，甚至在年內流動性脆弱的階段，體現了一定的防禦性。（年初至今，$蘋果(AAPL)$ +10%，$谷歌(GOOG)$ +54%，$Facebook(FB)$ 30%+）我們認爲這和成長性是分不開的，一般來講，收入能不能持續高速增長，毛利率能不能保持穩定擴張，是衡量成長股是否具備投資價值最直接的財務指標，也是必要條件，前者體現的是公司市場份額擴張的能力，後者反應的是公司的產品的競爭力，議價權，在市場機制下，大型科技企業往往正好具備這兩點。$高科技指數ETF-SPDR(XLK)$ $納指ETF(QQQ)$ $納斯達克(.IXIC)$

7月科技股季報後表現小結：仍不遜色

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