ElunMask
2022-02-05
Cool
科技巨头高增长故事破灭了吗?
免责声明:上述内容仅代表发帖人个人观点,不构成本平台的任何投资建议。
分享至
微信
复制链接
精彩评论
我们需要你的真知灼见来填补这片空白
打开APP,发表看法
APP内打开
发表看法
17
1
{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":633299784,"tweetId":"633299784","gmtCreate":1644072986150,"gmtModify":1644073063792,"author":{"id":3579673345882908,"idStr":"3579673345882908","authorId":3579673345882908,"authorIdStr":"3579673345882908","name":"ElunMask","avatar":"https://static.tigerbbs.com/4561a4b19c908bdc775c4daf68fb2fc6","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":43,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"extraTitle":"","html":"<html><head></head><body><p>Cool</p></body></html>","htmlText":"<html><head></head><body><p>Cool</p></body></html>","text":"Cool","highlighted":2,"essential":1,"paper":1,"likeSize":1,"commentSize":17,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/633299784","repostId":2209417533,"repostType":4,"repost":{"id":"2209417533","kind":"highlight","pubTimestamp":1644038150,"share":"https://www.laohu8.com/m/news/2209417533?lang=&edition=full","pubTime":"2022-02-05 13:15","market":"us","language":"zh","title":"科技巨头高增长故事破灭了吗?","url":"https://stock-news.laohu8.com/highlight/detail?id=2209417533","media":"华尔街见闻","summary":"Snap本周的走势似乎象征着投资者对美股科技行股的担忧和希望。2月3日,Snap暴跌23%,原因是投资者担心Facebook母公司Meta业绩疲软,会广泛影响到数字广告行业。不过投资者很快意识到这些担","content":"<html><head></head><body><p>Snap本周的走势似乎象征着投资者对美股科技行股的担忧和希望。</p><p>2月3日,Snap暴跌23%,原因是投资者担心Facebook母公司Meta业绩疲软,会广泛影响到数字广告行业。不过投资者很快意识到这些担忧是毫无根据的,盘后交易中Snap股价反弹了60%。</p><p>截止2月4日收盘,Snap股价报38.91美元/股,涨58.82%。</p><p><img src=\"https://static.tigerbbs.com/0ac887eb9fd5b9d45373449bbac0fb82\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"/></p><p>今年以来,受美联储加息预期与全球疫情反复,美股科技股出现巨大波动。2月3日,Meta发布业绩之后暴跌超22%,一夜之间市值蒸发超2300亿美元。</p><p><img src=\"https://static.tigerbbs.com/7fddc7ccb3f766d8f824e03ab33a7ab9\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"/></p><p>据英国金融时报,许多投资者觉得科技股的高增长的故事已经破灭,然而联博成长型股票首席投资经理Jim Tierney表示:“我不认为大型科技公司的高增长股市被打破了,数字经济、云计算服务以及个人电脑和智能手机的强劲需求意味着这些公司应该会在2022年跑出增长。”</p><p><a href=\"https://laohu8.com/S/JEF\">杰富瑞</a>集团的分析师Brent Thill也表示:“经济增速正在放缓,但并没有跌下悬崖,我认为这些科技公司确实是具有弹性的。”</p><p>周四晚些时候,大型科技公司的财报季落下帷幕,<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>的财报让所有投资者松了一口气。</p><p>尽管营收低于预期,但其广告与云计算需求的激增仍为亚马逊的带来了不少利润增长。周四盘后亚马逊飙升15%,截止周五收盘,亚马逊报3152.79美元/股,涨13.54%。</p><p><img src=\"https://static.tigerbbs.com/24d38a48a8398b7cab37ee9056a3afd4\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"/></p><p>同样受益于云服务的还有<a href=\"https://laohu8.com/S/MSFT\">微软</a>和<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>,微软云服务的营收增长超32%,谷歌云服务的营收增长超45%。<a href=\"https://laohu8.com/S/AAPL\">苹果</a>也顶住了严峻的供应链压力,实现了iPhone的强劲销售。</p><p>但与此同时,许多在疫情期间受益较多的公司却在疫情缓解之后表现令人失望。</p><p><a href=\"https://laohu8.com/S/NFLX\">奈飞</a>公布了其订阅用户增长数据之后,股价跌超20%;健身设备Peloton将于下周公布财报,过去一年其股价下跌超85%。</p><p>尽管此次科技公司财报季平息了投资者的一些焦虑,但导致科技股价格大幅回调的担忧可能仍将持续。</p><p>据英国金融时报,美国Truist Financial集团的分析师Youssef Squali表示,由于投资者担心的一些不利因素,如供应链压力、持续的劳动力短缺和货币紧缩风险,今年上半年科技股可能仍会保持波动。</p></body></html>","source":"wallstreetcn_api","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>科技巨头高增长故事破灭了吗?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n科技巨头高增长故事破灭了吗?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-02-05 13:15 北京时间 <a href=https://wallstreetcn.com/articles/3651206><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Snap本周的走势似乎象征着投资者对美股科技行股的担忧和希望。2月3日,Snap暴跌23%,原因是投资者担心Facebook母公司Meta业绩疲软,会广泛影响到数字广告行业。不过投资者很快意识到这些担忧是毫无根据的,盘后交易中Snap股价反弹了60%。截止2月4日收盘,Snap股价报38.91美元/股,涨58.82%。今年以来,受美联储加息预期与全球疫情反复,美股科技股出现巨大波动。2月3日,...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3651206\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5d8fb95e65f042f352c6313989391357","relate_stocks":{"BK4561":"索罗斯持仓","BK4505":"高瓴资本持仓","BK4097":"系统软件","BK4504":"桥水持仓","GOOG":"谷歌","BK4548":"巴美列捷福持仓","GOOGL":"谷歌A","BK4170":"电脑硬件、储存设备及电脑周边","BK4514":"搜索引擎","BK4528":"SaaS概念",".DJI":"道琼斯","BK4516":"特朗普概念","BK4554":"元宇宙及AR概念","NFLX":"奈飞","BK4515":"5G概念","BK4532":"文艺复兴科技持仓","BK4553":"喜马拉雅资本持仓","BK4567":"ESG概念","AMZN":"亚马逊","BK4108":"电影和娱乐","MSFT":"微软","BK4534":"瑞士信贷持仓","BK4507":"流媒体概念","QNETCN":"纳斯达克中美互联网老虎指数","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4525":"远程办公概念","BK4566":"资本集团","TTTN":"老虎中美互联网巨头ETF","AAPL":"苹果","BK4524":"宅经济概念","03086":"华夏纳指","BK4535":"淡马锡持仓","BK4527":"明星科技股","BK4559":"巴菲特持仓","BK4503":"景林资产持仓","BK4501":"段永平概念","BK4538":"云计算","BK4077":"互动媒体与服务","BK4550":"红杉资本持仓","BK4122":"互联网与直销零售","BK4551":"寇图资本持仓"},"source_url":"https://wallstreetcn.com/articles/3651206","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2209417533","content_text":"Snap本周的走势似乎象征着投资者对美股科技行股的担忧和希望。2月3日,Snap暴跌23%,原因是投资者担心Facebook母公司Meta业绩疲软,会广泛影响到数字广告行业。不过投资者很快意识到这些担忧是毫无根据的,盘后交易中Snap股价反弹了60%。截止2月4日收盘,Snap股价报38.91美元/股,涨58.82%。今年以来,受美联储加息预期与全球疫情反复,美股科技股出现巨大波动。2月3日,Meta发布业绩之后暴跌超22%,一夜之间市值蒸发超2300亿美元。据英国金融时报,许多投资者觉得科技股的高增长的故事已经破灭,然而联博成长型股票首席投资经理Jim Tierney表示:“我不认为大型科技公司的高增长股市被打破了,数字经济、云计算服务以及个人电脑和智能手机的强劲需求意味着这些公司应该会在2022年跑出增长。”杰富瑞集团的分析师Brent Thill也表示:“经济增速正在放缓,但并没有跌下悬崖,我认为这些科技公司确实是具有弹性的。”周四晚些时候,大型科技公司的财报季落下帷幕,亚马逊的财报让所有投资者松了一口气。尽管营收低于预期,但其广告与云计算需求的激增仍为亚马逊的带来了不少利润增长。周四盘后亚马逊飙升15%,截止周五收盘,亚马逊报3152.79美元/股,涨13.54%。同样受益于云服务的还有微软和谷歌,微软云服务的营收增长超32%,谷歌云服务的营收增长超45%。苹果也顶住了严峻的供应链压力,实现了iPhone的强劲销售。但与此同时,许多在疫情期间受益较多的公司却在疫情缓解之后表现令人失望。奈飞公布了其订阅用户增长数据之后,股价跌超20%;健身设备Peloton将于下周公布财报,过去一年其股价下跌超85%。尽管此次科技公司财报季平息了投资者的一些焦虑,但导致科技股价格大幅回调的担忧可能仍将持续。据英国金融时报,美国Truist Financial集团的分析师Youssef Squali表示,由于投资者担心的一些不利因素,如供应链压力、持续的劳动力短缺和货币紧缩风险,今年上半年科技股可能仍会保持波动。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1048,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":4,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/633299784"}
精彩评论