立即打开
接受“灵魂拷问”后,苹果等四大科技巨头的股市表现如何

接受“灵魂拷问”后,苹果等四大科技巨头的股市表现如何

Jonathan Vanian 2020年08月03日
尽管国会议员对科技巨头可疑的收购策略和扼杀竞争企业展开了严厉的调查,但这些公司还是毫发无损。

目前,苹果、亚马逊和Facebook的股价飙升。但是,受美国国会反垄断听证会的影响,谷歌母公司Alphabet的股价却出现了暴跌。

在科技巨头们公布季度财报后,上周五这些公司的总市值从4.79万亿美元飙升至5万亿美元,涨幅达到4%。

尽管国会议员对科技巨头可疑的收购策略和扼杀竞争企业展开了严厉的调查,但这些公司还是毫发无损,至少从股市上来看是这样。苹果、亚马逊和Facebook新公布的财季也缓解了投资者对公司业务因为听证会而受损的担忧。

Facebook的CEO马克·扎克伯格面临着政客们最严厉的审查,但是其第二季度营收为186.9亿美元,轻松超过了市场预期的174亿美元。该利好消息使该公司的股价在上周五收盘时上涨8.2%,至253.67美元,较上周二收盘价230.29美元上涨了10%。

市场研究公司eMarketer的社交媒体首席分析师黛布拉·阿霍·威廉姆森表示,虽然Facebook的在线广告业务因为新冠疫情而受损严重,但疫情带来的“负面影响远低于市场预期”。

苹果发布的2020第三财季业绩报告显示,该公司第三财季净营收为597亿美元,同比去年增长11%。此前,分析师预测,苹果的销售额将同比下降2%,至526亿美元。因此,截至上周五收盘,苹果股价上涨10.5%,至425.04美元,较上周二收盘价的373.01美元上涨12.2%。彭博社指出,上周五,苹果市值已经超越沙特阿美,成为全球最有价值的公司。

CCS Insight的美洲研究副总裁杰夫·布拉伯在一份声明中表示,“苹果在新冠疫情期间的表现已经证明其是一个多元化发展、具备更强弹性的企业,而不是很多人所认为的那样。”

布拉伯说:“这场新冠疫情使过去增长的趋势发生逆转,Mac和iPad的销售继续增长,而iPhone和Watch的销售则放缓。”

亚马逊最新公布的业绩报告显示,该公司在今年二季度实现52亿美元的净利润,同比增长一倍,这与市场预期恰恰相反。因此,亚马逊股价在上周五尾盘上涨3.7%,至3164.68美元,较上周二收盘时的3001.04美元上涨5.5%。

加拿大皇家银行资本市场的分析师马克·马哈尼说:“亚马逊甚至把门槛提高得更高。”

马哈尼指出,“受国际增长、AWS和广告收入增长等因素的影响,亚马逊未来两年的收入增长率可能高于预期。”

然后是Alphabet。

与其他科技巨头不同,Alphabet第二财季广告收入同比下降8.1%,至299亿美元。广告收入的下降是Alphabet关键业务出现的首次下滑,这不禁让投资者感到担忧。

截至上周五收盘,Alphabet股价下跌3.3%,至1487.95美元,自上周二收盘以来下跌1%。

马哈尼认为,该公司“基本面明显疲软,并且深受新冠疫情的负面影响。”他还指出,加拿大皇家银行资本市场认为谷歌是“最具弹性的‘网络广告商’”。

马哈尼写道,“随着宏观基本面的改善,我们预计Alphabet的搜索广告收入将实现反弹。”(财富中文网)

编译:于佳鑫

目前,苹果、亚马逊和Facebook的股价飙升。但是,受美国国会反垄断听证会的影响,谷歌母公司Alphabet的股价却出现了暴跌。

在科技巨头们公布季度财报后,上周五这些公司的总市值从4.79万亿美元飙升至5万亿美元,涨幅达到4%。

尽管国会议员对科技巨头可疑的收购策略和扼杀竞争企业展开了严厉的调查,但这些公司还是毫发无损,至少从股市上来看是这样。苹果、亚马逊和Facebook新公布的财季也缓解了投资者对公司业务因为听证会而受损的担忧。

Facebook的CEO马克·扎克伯格面临着政客们最严厉的审查,但是其第二季度营收为186.9亿美元,轻松超过了市场预期的174亿美元。该利好消息使该公司的股价在上周五收盘时上涨8.2%,至253.67美元,较上周二收盘价230.29美元上涨了10%。

市场研究公司eMarketer的社交媒体首席分析师黛布拉·阿霍·威廉姆森表示,虽然Facebook的在线广告业务因为新冠疫情而受损严重,但疫情带来的“负面影响远低于市场预期”。

苹果发布的2020第三财季业绩报告显示,该公司第三财季净营收为597亿美元,同比去年增长11%。此前,分析师预测,苹果的销售额将同比下降2%,至526亿美元。因此,截至上周五收盘,苹果股价上涨10.5%,至425.04美元,较上周二收盘价的373.01美元上涨12.2%。彭博社指出,上周五,苹果市值已经超越沙特阿美,成为全球最有价值的公司。

CCS Insight的美洲研究副总裁杰夫·布拉伯在一份声明中表示,“苹果在新冠疫情期间的表现已经证明其是一个多元化发展、具备更强弹性的企业,而不是很多人所认为的那样。”

布拉伯说:“这场新冠疫情使过去增长的趋势发生逆转,Mac和iPad的销售继续增长,而iPhone和Watch的销售则放缓。”

亚马逊最新公布的业绩报告显示,该公司在今年二季度实现52亿美元的净利润,同比增长一倍,这与市场预期恰恰相反。因此,亚马逊股价在上周五尾盘上涨3.7%,至3164.68美元,较上周二收盘时的3001.04美元上涨5.5%。

加拿大皇家银行资本市场的分析师马克·马哈尼说:“亚马逊甚至把门槛提高得更高。”

马哈尼指出,“受国际增长、AWS和广告收入增长等因素的影响,亚马逊未来两年的收入增长率可能高于预期。”

然后是Alphabet。

与其他科技巨头不同,Alphabet第二财季广告收入同比下降8.1%,至299亿美元。广告收入的下降是Alphabet关键业务出现的首次下滑,这不禁让投资者感到担忧。

截至上周五收盘,Alphabet股价下跌3.3%,至1487.95美元,自上周二收盘以来下跌1%。

马哈尼认为,该公司“基本面明显疲软,并且深受新冠疫情的负面影响。”他还指出,加拿大皇家银行资本市场认为谷歌是“最具弹性的‘网络广告商’”。

马哈尼写道,“随着宏观基本面的改善,我们预计Alphabet的搜索广告收入将实现反弹。”(财富中文网)

编译:于佳鑫

Shares of Apple, Amazon, and Facebook are soaring while shares of Google parent Alphabet are plunging in the aftermath of a busy week for the tech giants, driven largely by a congressional antitrust hearing.

On the last Friday after the tech giants reported quarterly earnings, and just a few days after their top executives faced an interrogation into alleged anti-competitive behaviors, the combined market cap of the tech giants jumped 4% to a whopping $5 trillion from $4.79 trillion.

Despite fielding tough inquiries from lawmakers about questionable acquisition strategies and the potential stifling of competing businesses, the companies came out fairly unscathed, at least from a stock-market perspective. The blowout quarters from Apple, Amazon, and Facebook alleviated investor concerns that the congressional hearing would damage their respective businesses, albeit in the short term.

Consider Facebook, whose CEO Mark Zuckerberg arguably faced the toughest scrutiny from politicians. The social network’s $18.69 billion in fiscal second quarter earnings easily surpassed analysts’ estimates of $17.4 billion. The earnings led to Facebook shares being up 8.2% by the market’s close on last Friday to $253.67, representing a 10% jump from end-of-day trading on last Tuesday when the company’s shares were $230.29.

As Debra Aho Williamson, an eMarketer principal analyst, explained in a statement, while Facebook’s online ad business was hurt by the coronavirus pandemic, “the impact was much less than many had expected.” Investors cheered the beat.

Meanwhile, Apple’s sales grew 11% year-over-year to $59.7 billion, which was particularly noteworthy considering analysts believed that the iPhone-maker’s sales would decline 2% year-over-year to $52.6 billion. As a result, Apple shares were up 10.5% by the market’s close on last Friday to $425.04, marking a 12.2% jump from end-of-day trading on last Tuesday when Apple shares were $373.01. On last Friday, Apple topped Saudi Aramco as the world's most valuable company, Bloomberg News noted, another sign of how the company has thrived so far amid the coronavirus pandemic.

Geoff Blaber, the vice president of research, Americas for CCS Insight, said in a statement that “COVID-19 has demonstrated that Apple is a more diversified and resilient business than many gave them credit for.”

“The unique dynamics of the pandemic saw the usual growth dynamics reverse with Mac and iPad flying high whilst iPhone and Watch slowed,” Blaber said.

Amazon also had a blockbuster quarter, particularly regarding its booming profits, which doubled year-over-year to $5.2 billion in its latest quarter at a time when analysts were expecting a decline. As a result, Amazon shares were up 3.7% during end-of-day trading on last Friday to $3,164.68, which is a 5.5% increase from end-of-day trading on last Tuesday when its shares were $3,001.04.

As Mark Mahaney of RBC Capital Markets said in an analyst note, “Amazon raised the bar even higher.”

“In our upside scenario, Amazon could see higher-than- expected Revenue growth rates over the next two years, driven by catalysts such as international growth, Alexa device adoption, AWS, and Advertising Revenue growth,” Mahaney wrote.

Then there was Alphabet.

Unlike the other tech giants, Alphabet reported an 8.1% year-over-year decline in online advertising sales to $29.9 billon in its fiscal second quarter. The drop in online ad sales marks the first time that Alphabet’s crucial business unit has declined, which investors found concerning.

Alphabet shares were down 3.3% by the market’s close on last Friday to $1,487.95, marking a 1% drop since end-of-day trading on last Tuesday when Alphabet shares were at $1,503.65.

Mahaney described Alphabet’s quarter as a “modest beat” but the company’s “fundamentals were clearly weak and negatively impacted by COVID.” That said, he said that RBC Capital views Google as “as among the most resilient ’Net Advertisers.”

“We expect Search ad revenue to rebound as macro fundamentals improve, with the company’s investments in AI, Cloud infrastructure, ads and monetization innovation around YT, and Other Bets to pay off longer-term and set the company up for more years of premium, high-margin growth,” Mahaney wrote.

最新:
  • 热读文章
  • 热门视频
活动
扫码打开财富Plus App