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      接受“靈魂拷問”后,蘋果等四大科技巨頭的股市表現如何

      接受“靈魂拷問”后,蘋果等四大科技巨頭的股市表現如何

      Jonathan Vanian 2020年08月03日
      盡管國會議員對科技巨頭可疑的收購策略和扼殺競爭企業展開了嚴厲的調查,但這些公司還是毫發無損。

      目前,蘋果、亞馬遜和Facebook的股價飆升。但是,受美國國會反壟斷聽證會的影響,谷歌母公司Alphabet的股價卻出現了暴跌。

      在科技巨頭們公布季度財報后,上周五這些公司的總市值從4.79萬億美元飆升至5萬億美元,漲幅達到4%。

      盡管國會議員對科技巨頭可疑的收購策略和扼殺競爭企業展開了嚴厲的調查,但這些公司還是毫發無損,至少從股市上來看是這樣。蘋果、亞馬遜和Facebook新公布的財季也緩解了投資者對公司業務因為聽證會而受損的擔憂。

      Facebook的CEO馬克·扎克伯格面臨著政客們最嚴厲的審查,但是其第二季度營收為186.9億美元,輕松超過了市場預期的174億美元。該利好消息使該公司的股價在上周五收盤時上漲8.2%,至253.67美元,較上周二收盤價230.29美元上漲了10%。

      市場研究公司eMarketer的社交媒體首席分析師黛布拉·阿霍·威廉姆森表示,雖然Facebook的在線廣告業務因為新冠疫情而受損嚴重,但疫情帶來的“負面影響遠低于市場預期”。

      蘋果發布的2020第三財季業績報告顯示,該公司第三財季凈營收為597億美元,同比去年增長11%。此前,分析師預測,蘋果的銷售額將同比下降2%,至526億美元。因此,截至上周五收盤,蘋果股價上漲10.5%,至425.04美元,較上周二收盤價的373.01美元上漲12.2%。彭博社指出,上周五,蘋果市值已經超越沙特阿美,成為全球最有價值的公司。

      CCS Insight的美洲研究副總裁杰夫·布拉伯在一份聲明中表示,“蘋果在新冠疫情期間的表現已經證明其是一個多元化發展、具備更強彈性的企業,而不是很多人所認為的那樣?!?/p>

      布拉伯說:“這場新冠疫情使過去增長的趨勢發生逆轉,Mac和iPad的銷售繼續增長,而iPhone和Watch的銷售則放緩?!?/p>

      亞馬遜最新公布的業績報告顯示,該公司在今年二季度實現52億美元的凈利潤,同比增長一倍,這與市場預期恰恰相反。因此,亞馬遜股價在上周五尾盤上漲3.7%,至3164.68美元,較上周二收盤時的3001.04美元上漲5.5%。

      加拿大皇家銀行資本市場的分析師馬克·馬哈尼說:“亞馬遜甚至把門檻提高得更高?!?

      馬哈尼指出,“受國際增長、AWS和廣告收入增長等因素的影響,亞馬遜未來兩年的收入增長率可能高于預期?!?/p>

      然后是Alphabet。

      與其他科技巨頭不同,Alphabet第二財季廣告收入同比下降8.1%,至299億美元。廣告收入的下降是Alphabet關鍵業務出現的首次下滑,這不禁讓投資者感到擔憂。

      截至上周五收盤,Alphabet股價下跌3.3%,至1487.95美元,自上周二收盤以來下跌1%。

      馬哈尼認為,該公司“基本面明顯疲軟,并且深受新冠疫情的負面影響?!彼€指出,加拿大皇家銀行資本市場認為谷歌是“最具彈性的‘網絡廣告商’”。

      馬哈尼寫道,“隨著宏觀基本面的改善,我們預計Alphabet的搜索廣告收入將實現反彈?!保ㄘ敻恢形木W)

      編譯:于佳鑫

      目前,蘋果、亞馬遜和Facebook的股價飆升。但是,受美國國會反壟斷聽證會的影響,谷歌母公司Alphabet的股價卻出現了暴跌。

      在科技巨頭們公布季度財報后,上周五這些公司的總市值從4.79萬億美元飆升至5萬億美元,漲幅達到4%。

      盡管國會議員對科技巨頭可疑的收購策略和扼殺競爭企業展開了嚴厲的調查,但這些公司還是毫發無損,至少從股市上來看是這樣。蘋果、亞馬遜和Facebook新公布的財季也緩解了投資者對公司業務因為聽證會而受損的擔憂。

      Facebook的CEO馬克·扎克伯格面臨著政客們最嚴厲的審查,但是其第二季度營收為186.9億美元,輕松超過了市場預期的174億美元。該利好消息使該公司的股價在上周五收盤時上漲8.2%,至253.67美元,較上周二收盤價230.29美元上漲了10%。

      市場研究公司eMarketer的社交媒體首席分析師黛布拉·阿霍·威廉姆森表示,雖然Facebook的在線廣告業務因為新冠疫情而受損嚴重,但疫情帶來的“負面影響遠低于市場預期”。

      蘋果發布的2020第三財季業績報告顯示,該公司第三財季凈營收為597億美元,同比去年增長11%。此前,分析師預測,蘋果的銷售額將同比下降2%,至526億美元。因此,截至上周五收盤,蘋果股價上漲10.5%,至425.04美元,較上周二收盤價的373.01美元上漲12.2%。彭博社指出,上周五,蘋果市值已經超越沙特阿美,成為全球最有價值的公司。

      CCS Insight的美洲研究副總裁杰夫·布拉伯在一份聲明中表示,“蘋果在新冠疫情期間的表現已經證明其是一個多元化發展、具備更強彈性的企業,而不是很多人所認為的那樣?!?/p>

      布拉伯說:“這場新冠疫情使過去增長的趨勢發生逆轉,Mac和iPad的銷售繼續增長,而iPhone和Watch的銷售則放緩?!?/p>

      亞馬遜最新公布的業績報告顯示,該公司在今年二季度實現52億美元的凈利潤,同比增長一倍,這與市場預期恰恰相反。因此,亞馬遜股價在上周五尾盤上漲3.7%,至3164.68美元,較上周二收盤時的3001.04美元上漲5.5%。

      加拿大皇家銀行資本市場的分析師馬克·馬哈尼說:“亞馬遜甚至把門檻提高得更高?!?

      馬哈尼指出,“受國際增長、AWS和廣告收入增長等因素的影響,亞馬遜未來兩年的收入增長率可能高于預期?!?/p>

      然后是Alphabet。

      與其他科技巨頭不同,Alphabet第二財季廣告收入同比下降8.1%,至299億美元。廣告收入的下降是Alphabet關鍵業務出現的首次下滑,這不禁讓投資者感到擔憂。

      截至上周五收盤,Alphabet股價下跌3.3%,至1487.95美元,自上周二收盤以來下跌1%。

      馬哈尼認為,該公司“基本面明顯疲軟,并且深受新冠疫情的負面影響?!彼€指出,加拿大皇家銀行資本市場認為谷歌是“最具彈性的‘網絡廣告商’”。

      馬哈尼寫道,“隨著宏觀基本面的改善,我們預計Alphabet的搜索廣告收入將實現反彈?!保ㄘ敻恢形木W)

      編譯: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.

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