Enereskob
2021-10-03
Noted
Facebook's been one of the strongest FAANGs this year. Here's why it's just been downgraded.
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
4
{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":867355832,"tweetId":"867355832","gmtCreate":1633220315430,"gmtModify":1633220326751,"author":{"id":3582668718468534,"idStr":"3582668718468534","authorId":3582668718468534,"authorIdStr":"3582668718468534","name":"Enereskob","avatar":"https://static.tigerbbs.com/d8c6f26e88bb6dc372756da01fd6663b","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":4,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":11,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"extraTitle":"","html":"<html><head></head><body><p>Noted</p></body></html>","htmlText":"<html><head></head><body><p>Noted</p></body></html>","text":"Noted","highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/867355832","repostId":2172961873,"repostType":4,"repost":{"id":"2172961873","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1633144680,"share":"https://www.laohu8.com/m/news/2172961873?lang=&edition=full","pubTime":"2021-10-02 11:18","market":"sh","language":"en","title":"Facebook's been one of the strongest FAANGs this year. Here's why it's just been downgraded.","url":"https://stock-news.laohu8.com/highlight/detail?id=2172961873","media":"Dow Jones","summary":"The FAANG stocks haven't really had much in common this year, with performance ranging from a 58% surge in Google parent Alphabet $$, to a 2% drop in online retailing giant Amazon $$.Arete Research, an independent research service focusing on the tech sector, said it is time for a breather in the second-best performer of that group, Facebook , which has surged 32% this year. It downgraded Facebook to neutral from buy and left its price target at $381, or 6% above Friday's closing price.The issue","content":"<p>The FAANG stocks haven't really had much in common this year, with performance ranging from a 58% surge in Google parent Alphabet <a href=\"https://laohu8.com/S/GOOGL\">$(GOOGL)$</a>, to a 2% drop in online retailing giant Amazon <a href=\"https://laohu8.com/S/AMZN\">$(AMZN)$</a>.</p>\n<p>Arete Research, an independent research service focusing on the tech sector, said it is time for a breather in the second-best performer of that group, Facebook (FB), which has surged 32% this year. It downgraded Facebook to neutral from buy and left its price target at $381, or 6% above Friday's closing price.</p>\n<p>The issue is that, while Facebook saw a large 47% jump in impression pricing in the second quarter, the number of ad units grew just 6% -- the slowest growth since the fourth quarter of 2017. Google hasn't had this problem, since it could replace COVID-19 pandemic-related search queries with travel searches. Since revenue growth is driven off impression growth, the Arrete analysts expect Facebook shares to trend sideways the rest of the year.</p>\n<p>That problem of impressions won't last forever, the analysts added. They cited Facebook's growing presence on e-commerce, which should help boost time spent in 2022. Facebook Chairman and CEO Mark Zuckerberg, on the company's second-quarter earnings call, explained the company's desire to create more native commerce experiences across its apps.</p>\n<p>\"What we found is that when these ads link off site, you often land on a webpage that's not personalized or not optimized or where you have to re-enter your payment information, and that's not a good experience for people, and it doesn't lead to the best results for businesses either,\" said Zuckerberg.</p>\n<p>The Arrete analysts said, on an enterprise value-to-Ebitda basis, Facebook is attractively valued, at just 12 times 2022 earnings, versus 26 times 2022 earnings for <a href=\"https://laohu8.com/S/TWTR\">Twitter</a> (TWTR) and 16 times for Alphabet.</p>\n<p>The buzz</p>\n<p>The Kansas City Fed announced the Jackson Hole event will be online only, rather than in person, a sign of the growing difficulties the U.S. is encountering from the delta strain of coronavirus. According to a Bloomberg News article, Fed Chair Jerome Powell's reappointment is supported by Treasury Secretary Janet Yellen, and President Joe Biden will make his decision around Labor Day.</p>\n<p>The economics docket includes flash purchasing managers indexes and existing home sales data. In the eurozone, the composite PMI edged slightly down to 59.5 in August from 60.2 in July, in what still was a strong reading.</p>\n<p>Uber Technologies <a href=\"https://laohu8.com/S/UBER\">$(UBER)$</a> and Lyft <a href=\"https://laohu8.com/S/LYFT\">$(LYFT)$</a> both slumped 3% in premarket trade, and DoorDash <a href=\"https://laohu8.com/S/DASH\">$(DASH)$</a>traded lower, after a judge ruled a California proposition that classified drivers as contractors instead of employees was unconstitutional.</p>\n<p>Pfizer <a href=\"https://laohu8.com/S/PFE\">$(PFE)$</a> reached a $2.3 billion deal for Trillium Therapeutics (TRIL.T), with the $18.50-per share offer a more than 200% premium to Friday's close.</p>\n<p>Virgin Orbit will go public via an acquisition by special-purpose acquisition vehicle NextGen Acquisition Corp. II <a href=\"https://laohu8.com/S/NGCA\">$(NGCA)$</a>, in a deal valuing the satellite launcher at $3.2 billion.</p>\n<p>Battery supplier LG Chem slumped in Seoul trade, after General Motors <a href=\"https://laohu8.com/S/GM\">$(GM)$</a> announced an expanded recall of its Bolt electric vehicles, and said it would seek reimbursement from LG for the $1 billion in costs.</p>\n<p>The U.K. Competition and Markets Authority has launched a merger inquiry into S&P Global's <a href=\"https://laohu8.com/S/SPGI\">$(SPGI)$</a> plan to buy IHS <a href=\"https://laohu8.com/S/MRKT\">Markit</a> <a href=\"https://laohu8.com/S/INFO\">$(INFO)$</a> for $44 billion.</p>\n<p>The markets</p>\n<p>U.S. stock futures rose to kick off the week. Oil futures surged, and bitcoin climbed over $50,000.</p>\n<p>The Nikkei 225 rose nearly 2% to lead gains across Asia, while European stocks enjoyed a smaller advance.</p>\n<p>Random reads</p>\n<p>China is planning to build 43 new coal-fired power plants.</p>\n<p>\"James Bond\" actor Daniel Craig says he won't pass on his millions to his children.</p>\n<p>Former President Donald Trump found a way to get his supporters to boo him -- by encouraging vaccinations.</p>\n<p>Need to Know starts early and is updated until the opening bell, but sign up here to get it delivered once to your email box. The emailed version will be sent out at about 7:30 a.m. Eastern.</p>\n<p>Want more for the day ahead? Sign up for The Barron's Daily, a morning briefing for investors, including exclusive commentary from Barron's and MarketWatch writers.</p>","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>Facebook's been one of the strongest FAANGs this year. Here's why it's just been downgraded.</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\">\nFacebook's been one of the strongest FAANGs this year. Here's why it's just been downgraded.\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2021-10-02 11:18</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p>The FAANG stocks haven't really had much in common this year, with performance ranging from a 58% surge in Google parent Alphabet <a href=\"https://laohu8.com/S/GOOGL\">$(GOOGL)$</a>, to a 2% drop in online retailing giant Amazon <a href=\"https://laohu8.com/S/AMZN\">$(AMZN)$</a>.</p>\n<p>Arete Research, an independent research service focusing on the tech sector, said it is time for a breather in the second-best performer of that group, Facebook (FB), which has surged 32% this year. It downgraded Facebook to neutral from buy and left its price target at $381, or 6% above Friday's closing price.</p>\n<p>The issue is that, while Facebook saw a large 47% jump in impression pricing in the second quarter, the number of ad units grew just 6% -- the slowest growth since the fourth quarter of 2017. Google hasn't had this problem, since it could replace COVID-19 pandemic-related search queries with travel searches. Since revenue growth is driven off impression growth, the Arrete analysts expect Facebook shares to trend sideways the rest of the year.</p>\n<p>That problem of impressions won't last forever, the analysts added. They cited Facebook's growing presence on e-commerce, which should help boost time spent in 2022. Facebook Chairman and CEO Mark Zuckerberg, on the company's second-quarter earnings call, explained the company's desire to create more native commerce experiences across its apps.</p>\n<p>\"What we found is that when these ads link off site, you often land on a webpage that's not personalized or not optimized or where you have to re-enter your payment information, and that's not a good experience for people, and it doesn't lead to the best results for businesses either,\" said Zuckerberg.</p>\n<p>The Arrete analysts said, on an enterprise value-to-Ebitda basis, Facebook is attractively valued, at just 12 times 2022 earnings, versus 26 times 2022 earnings for <a href=\"https://laohu8.com/S/TWTR\">Twitter</a> (TWTR) and 16 times for Alphabet.</p>\n<p>The buzz</p>\n<p>The Kansas City Fed announced the Jackson Hole event will be online only, rather than in person, a sign of the growing difficulties the U.S. is encountering from the delta strain of coronavirus. According to a Bloomberg News article, Fed Chair Jerome Powell's reappointment is supported by Treasury Secretary Janet Yellen, and President Joe Biden will make his decision around Labor Day.</p>\n<p>The economics docket includes flash purchasing managers indexes and existing home sales data. In the eurozone, the composite PMI edged slightly down to 59.5 in August from 60.2 in July, in what still was a strong reading.</p>\n<p>Uber Technologies <a href=\"https://laohu8.com/S/UBER\">$(UBER)$</a> and Lyft <a href=\"https://laohu8.com/S/LYFT\">$(LYFT)$</a> both slumped 3% in premarket trade, and DoorDash <a href=\"https://laohu8.com/S/DASH\">$(DASH)$</a>traded lower, after a judge ruled a California proposition that classified drivers as contractors instead of employees was unconstitutional.</p>\n<p>Pfizer <a href=\"https://laohu8.com/S/PFE\">$(PFE)$</a> reached a $2.3 billion deal for Trillium Therapeutics (TRIL.T), with the $18.50-per share offer a more than 200% premium to Friday's close.</p>\n<p>Virgin Orbit will go public via an acquisition by special-purpose acquisition vehicle NextGen Acquisition Corp. II <a href=\"https://laohu8.com/S/NGCA\">$(NGCA)$</a>, in a deal valuing the satellite launcher at $3.2 billion.</p>\n<p>Battery supplier LG Chem slumped in Seoul trade, after General Motors <a href=\"https://laohu8.com/S/GM\">$(GM)$</a> announced an expanded recall of its Bolt electric vehicles, and said it would seek reimbursement from LG for the $1 billion in costs.</p>\n<p>The U.K. Competition and Markets Authority has launched a merger inquiry into S&P Global's <a href=\"https://laohu8.com/S/SPGI\">$(SPGI)$</a> plan to buy IHS <a href=\"https://laohu8.com/S/MRKT\">Markit</a> <a href=\"https://laohu8.com/S/INFO\">$(INFO)$</a> for $44 billion.</p>\n<p>The markets</p>\n<p>U.S. stock futures rose to kick off the week. Oil futures surged, and bitcoin climbed over $50,000.</p>\n<p>The Nikkei 225 rose nearly 2% to lead gains across Asia, while European stocks enjoyed a smaller advance.</p>\n<p>Random reads</p>\n<p>China is planning to build 43 new coal-fired power plants.</p>\n<p>\"James Bond\" actor Daniel Craig says he won't pass on his millions to his children.</p>\n<p>Former President Donald Trump found a way to get his supporters to boo him -- by encouraging vaccinations.</p>\n<p>Need to Know starts early and is updated until the opening bell, but sign up here to get it delivered once to your email box. The emailed version will be sent out at about 7:30 a.m. Eastern.</p>\n<p>Want more for the day ahead? Sign up for The Barron's Daily, a morning briefing for investors, including exclusive commentary from Barron's and MarketWatch writers.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GM":"通用汽车"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2172961873","content_text":"The FAANG stocks haven't really had much in common this year, with performance ranging from a 58% surge in Google parent Alphabet $(GOOGL)$, to a 2% drop in online retailing giant Amazon $(AMZN)$.\nArete Research, an independent research service focusing on the tech sector, said it is time for a breather in the second-best performer of that group, Facebook (FB), which has surged 32% this year. It downgraded Facebook to neutral from buy and left its price target at $381, or 6% above Friday's closing price.\nThe issue is that, while Facebook saw a large 47% jump in impression pricing in the second quarter, the number of ad units grew just 6% -- the slowest growth since the fourth quarter of 2017. Google hasn't had this problem, since it could replace COVID-19 pandemic-related search queries with travel searches. Since revenue growth is driven off impression growth, the Arrete analysts expect Facebook shares to trend sideways the rest of the year.\nThat problem of impressions won't last forever, the analysts added. They cited Facebook's growing presence on e-commerce, which should help boost time spent in 2022. Facebook Chairman and CEO Mark Zuckerberg, on the company's second-quarter earnings call, explained the company's desire to create more native commerce experiences across its apps.\n\"What we found is that when these ads link off site, you often land on a webpage that's not personalized or not optimized or where you have to re-enter your payment information, and that's not a good experience for people, and it doesn't lead to the best results for businesses either,\" said Zuckerberg.\nThe Arrete analysts said, on an enterprise value-to-Ebitda basis, Facebook is attractively valued, at just 12 times 2022 earnings, versus 26 times 2022 earnings for Twitter (TWTR) and 16 times for Alphabet.\nThe buzz\nThe Kansas City Fed announced the Jackson Hole event will be online only, rather than in person, a sign of the growing difficulties the U.S. is encountering from the delta strain of coronavirus. According to a Bloomberg News article, Fed Chair Jerome Powell's reappointment is supported by Treasury Secretary Janet Yellen, and President Joe Biden will make his decision around Labor Day.\nThe economics docket includes flash purchasing managers indexes and existing home sales data. In the eurozone, the composite PMI edged slightly down to 59.5 in August from 60.2 in July, in what still was a strong reading.\nUber Technologies $(UBER)$ and Lyft $(LYFT)$ both slumped 3% in premarket trade, and DoorDash $(DASH)$traded lower, after a judge ruled a California proposition that classified drivers as contractors instead of employees was unconstitutional.\nPfizer $(PFE)$ reached a $2.3 billion deal for Trillium Therapeutics (TRIL.T), with the $18.50-per share offer a more than 200% premium to Friday's close.\nVirgin Orbit will go public via an acquisition by special-purpose acquisition vehicle NextGen Acquisition Corp. II $(NGCA)$, in a deal valuing the satellite launcher at $3.2 billion.\nBattery supplier LG Chem slumped in Seoul trade, after General Motors $(GM)$ announced an expanded recall of its Bolt electric vehicles, and said it would seek reimbursement from LG for the $1 billion in costs.\nThe U.K. Competition and Markets Authority has launched a merger inquiry into S&P Global's $(SPGI)$ plan to buy IHS Markit $(INFO)$ for $44 billion.\nThe markets\nU.S. stock futures rose to kick off the week. Oil futures surged, and bitcoin climbed over $50,000.\nThe Nikkei 225 rose nearly 2% to lead gains across Asia, while European stocks enjoyed a smaller advance.\nRandom reads\nChina is planning to build 43 new coal-fired power plants.\n\"James Bond\" actor Daniel Craig says he won't pass on his millions to his children.\nFormer President Donald Trump found a way to get his supporters to boo him -- by encouraging vaccinations.\nNeed to Know starts early and is updated until the opening bell, but sign up here to get it delivered once to your email box. The emailed version will be sent out at about 7:30 a.m. Eastern.\nWant more for the day ahead? Sign up for The Barron's Daily, a morning briefing for investors, including exclusive commentary from Barron's and MarketWatch writers.","news_type":1},"isVote":1,"tweetType":1,"viewCount":979,"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":5,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/867355832"}
精彩评论