吴海波
2020-10-26
这么密集,谷歌和fb有继承snap的苗头
@小虎活动:
【有奖竞猜】FAAMG组团发财报,最有涨相的会是?
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<p>Q3财报季,本周迎来超级重磅的FAAMG。除微软财报日期周二外,其他四家均在周四盘后。</p> <p>你最看好哪家财报呢?小虎为您前情提要先:</p> <p><img src=\"https://static.tigerbbs.com/56e79684ff1809c04512949de7b5023d\" tg-width=\"501\" tg-height=\"800\"></p> <p><a target=\"_blank\" href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a><b> </b></p> <p>彭博预计微软本季度营收357.64亿美元,调整后EPS为1.546美元。</p> <p><img src=\"https://static.tigerbbs.com/cbd508eefeac3bc17914dec80fe48c86\" tg-width=\"1872\" tg-height=\"212\"></p> <p>受PC和游戏产品需求的推动,本季度微软个人电脑部门的消费者业务持续走强,但企业软件的营收将会放缓,Azure的增长速度也可能继续放缓,下降幅度体现出疫情对主要客户行业的影响。</p> <p><a target=\"_blank\" href=\"https://laohu8.com/S/AMZN\">$亚马逊(AMZN)$</a><b> </b></p> <p>彭博预计亚马逊本季度营收925.92亿美元,调整后EPS为11.009美元。</p> <p><img src=\"https://static.tigerbbs.com/18ec7ff6d26680757a558d5838da9c11\" tg-width=\"1868\" tg-height=\"209\"></p> <p>在即将到来的假日购物季中,Prime会员人数创下纪录,这对亚马逊的业绩前景是个好兆头。亚马逊网络服务部门仍是增长的关键引擎,尽管第二季度未能实现28%的增长,但本季度增幅仍有可能超过市场普遍预期。AWS在2020年的增长率将保持在30%左右,长期来看有可能保持两位数的增长。</p> <p><a target=\"_blank\" href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$</a><b> </b></p> <p>彭博预计谷歌本季度营收353.15亿美元,调整后EPS为14.448美元。</p> <p><img src=\"https://static.tigerbbs.com/f2ea312545714c2746219963bb845f39\" tg-width=\"1862\" tg-height=\"211\"></p> <p>Snap强劲的业绩暗示谷歌的广告业务大概率连续反弹,因广告客户相对于传统电视广告增加了在数字平台上的支出。利润方面随着核心广告业务的改善,毛利率和营业利润率压力应该会减弱。在远程工作的推动下,预计云计算在第三季度的增速接近50%。</p> <p><a target=\"_blank\" href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a><b> </b></p> <p>彭博预计谷歌本季度营收637.81亿美元,调整后EPS为0.701美元。<br><img src=\"https://static.tigerbbs.com/1d491acf27c68320dbe75c9b8d856ace\" tg-width=\"1869\" tg-height=\"210\"></p> <p>由于今年苹果新机发布较晚,此次财报将不包含新机发售一周左右的数据,并且苹果没有提供任何Q4业绩指引,因此本季度基本处于平稳过度期。根据iphone 12的预售情况来看,首款5G iphone对业绩的影响可能快于预期,预计第四财季在iphone 12的推动下,iphone出货量将增至少长10%。</p> <p><a target=\"_blank\" href=\"https://laohu8.com/S/FB\">$Facebook(FB)$</a><b> </b></p> <p>彭博预计Facebook本季度营收198.07亿美元,调整后EPS为2.194美元。</p> <p><img src=\"https://static.tigerbbs.com/dfb316c9225c0b5f93b8a3bfe605f56f\" tg-width=\"1874\" tg-height=\"213\"></p> <p>尽管“广告抵制”在今年上半年激起了媒体的广泛关注,但分析师仍然压倒性地看好Facebook。根据MarketWatch,卖方社区平均给予该股“买入”评级。</p> <p>分析师预计本季度盈利增长-10%,全年增长25%。年度EPS最近被上调。</p> <p><b>最后</b></p> <p>虎友们如何看待FAAMG财报后第二天走势?欢迎评论区留言你的观点。</p> <p><span style=\"color:rgba(255,148,0,1);\"><b>戳下方</b></span>参与投票竞猜↓↓,成功预测更有虎币奖励!</p></body></html>","htmlText":"<html><head></head><body><p>虎友们,周一好~</p> <p>Q3财报季,本周迎来超级重磅的FAAMG。除微软财报日期周二外,其他四家均在周四盘后。</p> <p>你最看好哪家财报呢?小虎为您前情提要先:</p> <p><img src=\"https://static.tigerbbs.com/56e79684ff1809c04512949de7b5023d\" tg-width=\"501\" tg-height=\"800\"></p> <p><a target=\"_blank\" href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a><b> </b></p> <p>彭博预计微软本季度营收357.64亿美元,调整后EPS为1.546美元。</p> <p><img src=\"https://static.tigerbbs.com/cbd508eefeac3bc17914dec80fe48c86\" tg-width=\"1872\" tg-height=\"212\"></p> <p>受PC和游戏产品需求的推动,本季度微软个人电脑部门的消费者业务持续走强,但企业软件的营收将会放缓,Azure的增长速度也可能继续放缓,下降幅度体现出疫情对主要客户行业的影响。</p> <p><a target=\"_blank\" href=\"https://laohu8.com/S/AMZN\">$亚马逊(AMZN)$</a><b> </b></p> <p>彭博预计亚马逊本季度营收925.92亿美元,调整后EPS为11.009美元。</p> <p><img src=\"https://static.tigerbbs.com/18ec7ff6d26680757a558d5838da9c11\" tg-width=\"1868\" tg-height=\"209\"></p> <p>在即将到来的假日购物季中,Prime会员人数创下纪录,这对亚马逊的业绩前景是个好兆头。亚马逊网络服务部门仍是增长的关键引擎,尽管第二季度未能实现28%的增长,但本季度增幅仍有可能超过市场普遍预期。AWS在2020年的增长率将保持在30%左右,长期来看有可能保持两位数的增长。</p> <p><a target=\"_blank\" href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$</a><b> </b></p> <p>彭博预计谷歌本季度营收353.15亿美元,调整后EPS为14.448美元。</p> <p><img src=\"https://static.tigerbbs.com/f2ea312545714c2746219963bb845f39\" tg-width=\"1862\" tg-height=\"211\"></p> <p>Snap强劲的业绩暗示谷歌的广告业务大概率连续反弹,因广告客户相对于传统电视广告增加了在数字平台上的支出。利润方面随着核心广告业务的改善,毛利率和营业利润率压力应该会减弱。在远程工作的推动下,预计云计算在第三季度的增速接近50%。</p> <p><a target=\"_blank\" href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a><b> </b></p> <p>彭博预计谷歌本季度营收637.81亿美元,调整后EPS为0.701美元。<br><img src=\"https://static.tigerbbs.com/1d491acf27c68320dbe75c9b8d856ace\" tg-width=\"1869\" tg-height=\"210\"></p> <p>由于今年苹果新机发布较晚,此次财报将不包含新机发售一周左右的数据,并且苹果没有提供任何Q4业绩指引,因此本季度基本处于平稳过度期。根据iphone 12的预售情况来看,首款5G iphone对业绩的影响可能快于预期,预计第四财季在iphone 12的推动下,iphone出货量将增至少长10%。</p> <p><a target=\"_blank\" href=\"https://laohu8.com/S/FB\">$Facebook(FB)$</a><b> </b></p> <p>彭博预计Facebook本季度营收198.07亿美元,调整后EPS为2.194美元。</p> <p><img src=\"https://static.tigerbbs.com/dfb316c9225c0b5f93b8a3bfe605f56f\" tg-width=\"1874\" tg-height=\"213\"></p> <p>尽管“广告抵制”在今年上半年激起了媒体的广泛关注,但分析师仍然压倒性地看好Facebook。根据MarketWatch,卖方社区平均给予该股“买入”评级。</p> <p>分析师预计本季度盈利增长-10%,全年增长25%。年度EPS最近被上调。</p> <p><b>最后</b></p> <p>虎友们如何看待FAAMG财报后第二天走势?欢迎评论区留言你的观点。</p> <p><span style=\"color:rgba(255,148,0,1);\"><b>戳下方</b></span>参与投票竞猜↓↓,成功预测更有虎币奖励!</p></body></html>","text":"虎友们,周一好~ Q3财报季,本周迎来超级重磅的FAAMG。除微软财报日期周二外,其他四家均在周四盘后。 你最看好哪家财报呢?小虎为您前情提要先: $微软(MSFT)$ 彭博预计微软本季度营收357.64亿美元,调整后EPS为1.546美元。 受PC和游戏产品需求的推动,本季度微软个人电脑部门的消费者业务持续走强,但企业软件的营收将会放缓,Azure的增长速度也可能继续放缓,下降幅度体现出疫情对主要客户行业的影响。 $亚马逊(AMZN)$ 彭博预计亚马逊本季度营收925.92亿美元,调整后EPS为11.009美元。 在即将到来的假日购物季中,Prime会员人数创下纪录,这对亚马逊的业绩前景是个好兆头。亚马逊网络服务部门仍是增长的关键引擎,尽管第二季度未能实现28%的增长,但本季度增幅仍有可能超过市场普遍预期。AWS在2020年的增长率将保持在30%左右,长期来看有可能保持两位数的增长。 $谷歌(GOOG)$ 彭博预计谷歌本季度营收353.15亿美元,调整后EPS为14.448美元。 Snap强劲的业绩暗示谷歌的广告业务大概率连续反弹,因广告客户相对于传统电视广告增加了在数字平台上的支出。利润方面随着核心广告业务的改善,毛利率和营业利润率压力应该会减弱。在远程工作的推动下,预计云计算在第三季度的增速接近50%。 $苹果(AAPL)$ 彭博预计谷歌本季度营收637.81亿美元,调整后EPS为0.701美元。 由于今年苹果新机发布较晚,此次财报将不包含新机发售一周左右的数据,并且苹果没有提供任何Q4业绩指引,因此本季度基本处于平稳过度期。根据iphone 12的预售情况来看,首款5G iphone对业绩的影响可能快于预期,预计第四财季在iphone 12的推动下,iphone出货量将增至少长10%。 $Facebook(FB)$ 彭博预计Facebook本季度营收198.07亿美元,调整后EPS为2.194美元。 尽管“广告抵制”在今年上半年激起了媒体的广泛关注,但分析师仍然压倒性地看好Facebook。根据MarketWatch,卖方社区平均给予该股“买入”评级。 分析师预计本季度盈利增长-10%,全年增长25%。年度EPS最近被上调。 最后 虎友们如何看待FAAMG财报后第二天走势?欢迎评论区留言你的观点。 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