浅浅一笑
2023-07-08
这篇文章不错,转发给大家看看
@巴伦周刊:
马斯克和扎克伯格的“笼斗”场其实在股市
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躺平躺到地狱了
01-01
躺平躺到地狱了
元旦快乐!感谢支持!祝:2024年交大运,发大财!
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And It’s a Lot Closer Than You Think.”。 </p><p>(本文内容仅供参考,不构成任何形式的投资和金融建议;市场有风险,投资须谨慎。)</p><p></p></body></html>","htmlText":"<html><head></head><body><p></p><p>虽然特斯拉和Meta的终端市场不一样,两家公司的各类指标却惊人地相似。</p><p>特斯拉(TSLA)首席执行官埃隆·马斯克(Elon Musk)和Meta Platforms (META)首席执行官马克·扎克伯格(Mark Zuckerberg)约架“笼斗”的消息引发热议。 </p><p>事情始于上个月。扎克伯格称Meta计划推出一款推特竞品,马斯克在推文中回应说:“如果他愿意,我愿意和他进行一场‘笼斗’,LOL。”扎克伯格随后在Instagram上回应说:“把地点发给我。”据《纽约时报》报道,终极格斗冠军赛主席达纳·怀特(Dana White)称他一直与马斯克和扎克伯格保持联系。 </p><p><img src=\"https://static.tigerbbs.com/3bd3ca778fa3436aa794d71fc0f613c2\"></p><p>对于投资者来说,亿万富翁企业家之间的“格斗”会分散他们的注意力——真正的“格斗场”仍然在股市上。 </p><p>鉴于马斯克和扎克伯格领导着世界上最重要的两家公司,《巴伦周刊》认为,投资者更应该看看二人创办的两家公司基本面的对比,用拳击运动的术语来说,这是一个Tale of the Tape(即对参赛者进行客观的比较,如体重等指标)。 </p><p><img src=\"https://static.tigerbbs.com/68b5ebc1718444dcb830897cb64897fd\"></p><p><img src=\"https://static.tigerbbs.com/c7c32db74c264edb9b8221e77338e6dc\"></p><p>注释:数据截至2023年7月3日</p><p>来源:FactSet;公司财报</p><p>综合图表中的数据我们可以看出,虽然特斯拉和Meta的终端市场不一样,两家公司的各类指标却惊人地相似,许多数据不分上下。 </p><p>以股票表现为例。周一(7月3日),特斯拉股价飙升7%,至279.82美元,主要获得第二季度交付量超出预期的提振。在经历了最近一轮上涨后,今年迄今为止特斯拉股票的回报率升至127%,同期Meta的回报率为138%,两家公司的市值也相近。</p><p>不过,两家公司的估值存在显著差异。特斯拉的市盈率要高得多,由于该公司的增长速度更快,因此可以说其高市盈率在一定程度上是合理的。值得注意的是,今年特斯拉的利润率可能会下降,因为该公司正在实施通过降价来实现增长的战略。 </p><p>没人知道马斯克和扎克伯格在“笼斗”中谁会赢,但对于投资者来说,更值得关注的是两家公司之间的竞争。 </p><p><strong>文 | 金泰(Tae Kim)</strong></p><p><strong>编辑 | 郭力群</strong></p><p>版权声明:</p><p>《巴伦周刊》(barronschina)原创文章,未经许可,不得转载。英文版见2023年7月5日报道“Musk and Zuckerberg’s Real Cage Fight Is in the Stock Market. And It’s a Lot Closer Than You Think.”。 </p><p>(本文内容仅供参考,不构成任何形式的投资和金融建议;市场有风险,投资须谨慎。)</p><p></p></body></html>","text":"虽然特斯拉和Meta的终端市场不一样,两家公司的各类指标却惊人地相似。 特斯拉(TSLA)首席执行官埃隆·马斯克(Elon Musk)和Meta Platforms (META)首席执行官马克·扎克伯格(Mark Zuckerberg)约架“笼斗”的消息引发热议。 事情始于上个月。扎克伯格称Meta计划推出一款推特竞品,马斯克在推文中回应说:“如果他愿意,我愿意和他进行一场‘笼斗’,LOL。”扎克伯格随后在Instagram上回应说:“把地点发给我。”据《纽约时报》报道,终极格斗冠军赛主席达纳·怀特(Dana White)称他一直与马斯克和扎克伯格保持联系。 对于投资者来说,亿万富翁企业家之间的“格斗”会分散他们的注意力——真正的“格斗场”仍然在股市上。 鉴于马斯克和扎克伯格领导着世界上最重要的两家公司,《巴伦周刊》认为,投资者更应该看看二人创办的两家公司基本面的对比,用拳击运动的术语来说,这是一个Tale of the Tape(即对参赛者进行客观的比较,如体重等指标)。 注释:数据截至2023年7月3日 来源:FactSet;公司财报 综合图表中的数据我们可以看出,虽然特斯拉和Meta的终端市场不一样,两家公司的各类指标却惊人地相似,许多数据不分上下。 以股票表现为例。周一(7月3日),特斯拉股价飙升7%,至279.82美元,主要获得第二季度交付量超出预期的提振。在经历了最近一轮上涨后,今年迄今为止特斯拉股票的回报率升至127%,同期Meta的回报率为138%,两家公司的市值也相近。 不过,两家公司的估值存在显著差异。特斯拉的市盈率要高得多,由于该公司的增长速度更快,因此可以说其高市盈率在一定程度上是合理的。值得注意的是,今年特斯拉的利润率可能会下降,因为该公司正在实施通过降价来实现增长的战略。 没人知道马斯克和扎克伯格在“笼斗”中谁会赢,但对于投资者来说,更值得关注的是两家公司之间的竞争。 文 | 金泰(Tae Kim) 编辑 | 郭力群 版权声明: 《巴伦周刊》(barronschina)原创文章,未经许可,不得转载。英文版见2023年7月5日报道“Musk and Zuckerberg’s Real Cage Fight Is in the Stock Market. 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