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今夏这些科技股最抢眼

今夏这些科技股最抢眼

Kevin Kellher 2018-09-07
苹果成为第一只市值超过万亿美元的美股。亚马逊紧随其后。特斯拉首席执行官行事乖张,前进道路上颠簸不断。

一般来说,夏天是股市平淡到让人昏昏欲睡的季节。天气炎热时投资者喜欢出外度假,成交量大幅下降,上市公司战战兢兢不敢发布重大消息,都要熬到秋天。现成的例子就是iPhone,总要等到9月才发布新款。

或许跟拼命工作的硅谷公司一样,科技股夏天也不休息。很多科技股还是不断波动,原因有些是二季报,有时则因为其他新闻。以下是2018年阵亡将士纪念日(通常为5月最后一个星期一)到劳动节(9月第一个星期一)之间涨跌幅度最大的股票。

苹果市值达到1万亿美元

苹果创下美股历史,成为第一只市值达到1万亿美元的股票。苹果创记录的日子是8月2日。

全球市场上,第一个市值达到万亿美元的是中石油,2008年上市首日曾短暂触及,后来十年里较最高点市值跌去约80%。

苹果跟中石油不一样,达到1万亿美元市值后还继续攀升。在蒂姆·库克带领下,苹果股价较达到万亿美元时又涨了10%,周五收盘时市值达1.099万亿美元。有关苹果每年9月新品发布会的流言称,9月12日会发布新款iPhone。苹果发布会以前极其神秘,近年却毫无秘密可言。

阵亡将士纪念日周末到劳动节周末期间,苹果股价上涨了22%。相比之下,标普500指数涨幅为7%。

亚马逊也没落后多少

上周亚马逊股价突破每股2000美元,周五收盘价为2012.71美元,创下历史新高。对关注股市大事的人来说,更重要的一点是亚马逊市值已达9820亿美元,只差180亿美元即可突破万亿美元大关(美国当地时间9月4日晚,亚马逊市值已达到1万亿美元——译注)。

当然了,主要原因是杰夫·贝索斯创立的亚马逊二季度业绩强势,总收入上升39%,亚马逊Prime会员人数达到新高,云计算和在线广告业务分别增长49%和132%。如果本季度亚马逊能保持增速,加入市值万亿美元俱乐部简直轻而易举。

今年夏天亚马逊股价累积上涨了24%。

特斯拉大起大落

特斯拉首席执行官埃隆·马斯克在Twitter上口无遮拦,特斯拉股价也跟着上蹿下跳。支持特斯拉的多方与心存怀疑的空方就股价展开激烈交锋。不过今年夏天,马斯克确实向批评者提供了太多攻击自己的弹药。

总体来看,今年夏天特斯拉股价涨了6%,这段时间特斯拉正好需要证明能实现低成本的Model 3交付目标。原本特斯拉内部目标基本是显示Model 3的生产计划能实现,然而马斯克在业绩发布会上骂分析师,一位潜水员拯救被困山洞的泰国少年足球队,马斯克却称他“那小子”,引起诸多争议,让内部四处灭火焦头烂额。

或许争议更大的一点是,马斯克还在Twitter上宣布筹到资金将特斯拉私有化。结果他所谓的资金根本没到位。近日马斯克宣布放弃私有化计划,导致临近夏季末特斯拉股价大跌。

这个夏天Facebook股票很不顺

今夏Facebook股价下跌超过8%。最影响股价的是二季度业绩,财报显示主站活跃用户增速放缓,而且警告称未来趋势可能延续。

此前数月Facebook出现大规模信息泄露事件,且处理虚假信息不力,各界质疑之声不断,Facebook披露信息经常不情不愿,如今财报又令人失望。马克·扎克伯格还因Facebook干涉2016年总统大选接受国会质询,对此Facebook一直坚称在努力改正。(财富中文网)

译者:Charlie

审校:夏林

Summer is, by conventional wisdom, a traditionally sleepy time for the stock market. Investors schedule their vacations during the warm months, and volume declines enough that companies hold off until the fall on releasing big announcements. Like, say, a new version of the iPhone, which is coming in September.

Perhaps its a reflection of the work-hard ethic at Silicon Valley companies, but tech stocks didn’t seem to take the summer off. Many tech shares remained volatile, driven by second-quarter earnings or other news. Here is a recap of who won and who lost between Memorial Day and Labor Day 2018.

Apple Is Worth $1 Trillion

Apple made history in the U.S. stock market by becoming the first American-based company to ever earn a market cap of $1 trillion. Apple reached that milestone on Aug. 2.

The first company to ever be worth $1 trillion was Petrochina, which reached the valuation briefly on its first day of trading in 2008, before losing about 80% of its peak value during the following decade.

Unlike Petrochina, Apple has continued to rise after it hit the $1 trillion target. Under Tim Cook’s management, Apple’s shares have since risen another 10% since breaching the $1 trillion watermark, closing Friday with a $1.099 trillion market value. Rumors concerning Apple’s annual September product event, at once among the best- and worst-kept secrets in tech, suggest that the company will unveil new iPhones on Sept. 12.

Apple’s stock rose 22% between Memorial Day weekend and Labor Day weekend. The S&P 500 Index, by comparison, rose 7%.

… And Amazon Is Not Far Behind

Amazon broke above the $2,000 per share barrier for the first time ever this week and finished the week at $2,012.71, its highest ever close. More important to those who follow stock-market milestones, Amazon is now worth $982 billion, just $18 billion shy of that fabled $1 trillion market cap.

Amazon, of course, had a strong second quarter, with overall revenue rising 39%, with more Amazon Prime members than ever, and with segments like cloud computing and online advertising rising 49% and 132%, respectively. If the company founded by Jeff Bezos maintains that growth in the current quarter, it could easily join the 13-digit valuation club.

Amazon’s stock rose 24% during the summer session.

Tesla Was as Volatile as Ever

Thanks to the compulsive tweeting by Tesla CEO Elon Musk, shares of Tesla were as volatile as they’ve ever been. Tesla’s bullish supporters and its bearish skeptics have been waging a war over the direction of the company’s stock price. But this summer, Musk gave his critics more than enough ammunition against him.

Overall, Tesla shares rose 6% during the summer, a period when Tesla needed to prove its ability to deliver on its audacious production goals for making its lower-cost Model 3 cars. While Tesla’s internal metrics seemed to show that production of Model 3s are meeting goals, Musk distracted from that goal by berating analysts in an earnings call and infamously calling a diver who rescued a Thai soccer team a “pedo.”

Perhaps most controversially, Musk tweeted that he had secured financing to take Tesla private. Whatever financing he was thinking of didn’t pan out. Musk this week abandoned his plans to take Tesla private, causing the stock to slump at summer’s end.

Facebook’s Stock Is Having a Bad Summer

Shares of Facebook have fallen more than 8% between Memorial Day and Labor Day. The biggest drag on its share price was the company’s second-quarter earnings, in which the company suffered a slowdown in the growth of active users on its core site and warned that the trend may continue into the future.

Those disappointing metrics followed months of questions and often reluctant disclosures about massive information leaks and about how it handles false information on its site. Facebook keeps saying it’s doing its best to counter the kinds of missteps that placed Mark Zuckerberg in the middle of a Congressional inquiry into Russian meddling in the 2016 presidential election.

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