四季度业绩黯淡，美国科技巨头为何还能跑赢大盘？_老虎社区_美港股上老虎

四季度业绩黯淡，美国科技巨头为何还能跑赢大盘？

智通财经网2023-02-08

标普500指数成分股中超过70%的公司已经公布了第四季度财报。美国银行的数据显示，Meta Platforms(META.US)、苹果(AAPL.US)、亚马逊(AMZN.US)和谷歌母公司Alphabet(GOOG.US)等科技巨头的总体收益低于市场普遍预期8%。美国银行策略师Savita Subramanian和Ohsung Kwon补充称，这个一度火热的行业仍然面临诸多不利因素，尤其是在...

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蓝白红黑的间条衫
·2023-02-09
你要是总盼着人家不好，总想找点黑点，那就当然无法理解……👽👽👽
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羊毛党的
·2023-02-09
这逻辑是忽悠不到韭菜接盘的
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Kwon补充称，这个一度火热的行业仍然面临诸多不利因素，尤其是在美国经济结束了近10年的零利率政策的情况下。总体而言，到目前为止，标普500指数成分股公司公布的每股收益并不令人鼓舞，较上年同期下降2.8%，但好于预期的下降3.3%。智通财经APP了解到，大型科技公司的糟糕业绩与疫情期间的繁荣形成了鲜明的对比，当时该行业是少数几个因人们呆在家里而受益的行业之一。现在，与科技股相比，工业、能源和材料等“旧经济”板块的业绩更好，尽管盈利放缓，但资本支出仍保持强劲。这并不令人意外。根据美国银行的报告，以科技股为主的纳斯达克100指数的收益增长已经连续五个季度落后于标尔500指数:令人困惑的是，即使在这样一个黯淡的财报季之后，大型科技公司的表现仍超过了大盘。通过对跟踪科技行业巨头的纽交所FANG+指数与标普500指数进行比较，可以看到，FANG+的趋势仍保持向上。利率大幅上升也未能终结这波涨势，尽管过去几年的正统观点是科技估值随着利率下降而提高。一个可能的解释是，市场已经为更严重的利润收缩做好了准备。即使公司业绩表现不佳，他们受到的惩罚会随着市场情绪缓解而减轻。另一个令人吃惊的解释是，不那么乐观的前景可能有利于大型科技行业。美国银行表示，随着疫情刺激措施的消退，企业目前正处于勒紧裤腰带的状态。非必需消费品行业可能最终成为最大的输家。但由于其坚不可摧的市场地位(沃伦·巴菲特称之为“宽阔的经济护城河”)，FANG成分股的营收相对稳健，而且他们可以通过削减累赘业务来提高利润率。这些科技巨头是两年前投机热潮的主要受益者，而现在他们似乎正受益于新的紧缩时代。","kind":"highlight","is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1,"need_auth":false,"code":"91000000","status":"200"},"commentList":[{"id":622773148,"gmtCreate":1675916109485,"gmtModify":1675916111529,"author":{"id":"3546057439648684","authorId":"3546057439648684","name":"蓝白红黑的间条衫","avatar":"https://static.tigerbbs.com/dd62466c8f106fe5d684f40f03a2cdb8","vip":1,"crmLevel":1,"crmLevelSwitch":1,"idStr":"3546057439648684","authorIdStr":"3546057439648684"},"htmlText":"你要是总盼着人家不好，总想找点黑点，那就当然无法理解……👽👽👽","listText":"你要是总盼着人家不好，总想找点黑点，那就当然无法理解……👽👽👽","text":"你要是总盼着人家不好，总想找点黑点，那就当然无法理解……👽👽👽","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/622773148","repostId":2309567650,"repostType":2,"repost":{"id":"2309567650","kind":"highlight","pubTimestamp":1675840745,"share":"https://www.laohu8.com/m/news/2309567650?lang=zh_CN&edition=full","pubTime":"2023-02-08 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height=\"auto\"/></p><p>令人困惑的是，即使在这样一个黯淡的财报季之后，大型科技公司的表现仍超过了大盘。</p><p>通过对跟踪科技行业巨头的<a href=\"https://laohu8.com/S/NYSE\">纽交所</a>FANG+指数与标普500指数进行比较，可以看到，FANG+的趋势仍保持向上。</p><p><img src=\"https://static.tigerbbs.com/da65ae67c2bb29176001ebe249ddbf07\" tg-width=\"835\" tg-height=\"468\" width=\"100%\" height=\"auto\"/></p><p>利率大幅上升也未能终结这波涨势，尽管过去几年的正统观点是科技估值随着利率下降而提高。</p><p>一个可能的解释是，市场已经为更严重的利润收缩做好了准备。即使公司业绩表现不佳，他们受到的惩罚会随着市场情绪缓解而减轻。</p><p>另一个令人吃惊的解释是，不那么乐观的前景可能有利于大型科技行业。美国银行表示，随着疫情刺激措施的消退，企业目前正处于勒紧裤腰带的状态。非必需消费品行业可能最终成为最大的输家。但由于其坚不可摧的市场地位(沃伦·巴菲特称之为“宽阔的经济护城河”)，FANG成分股的营收相对稳健，而且他们可以通过削减累赘业务来提高利润率。</p><p>这些科技巨头是两年前投机热潮的主要受益者，而现在他们似乎正受益于新的紧缩时代。</p></body></html>","source":"highlight_zhitongcaijin","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\" 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Subramanian和Ohsung Kwon补充称，这个一度火热的行业仍然面临诸多不利因素，尤其是在...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/873058.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/418c8e44b0e296045dbb80704fbfa531","relate_stocks":{"BK4527":"明星科技股","SSO":"2倍做多标普500ETF-ProShares","BK4553":"喜马拉雅资本持仓","BK4077":"互动媒体与服务","LU0889565833.HKD":"FRANKLIN TECHNOLOGY \"A\" (HKD) ACC","LU0079474960.USD":"联博美国增长基金A","SG9999014906.USD":"大华全球优质成长基金Acc USD","BK4534":"瑞士信贷持仓","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","BK4514":"搜索引擎","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","SPY":"标普500ETF","SG9999018857.SGD":"United Global Quality Growth Fd Cl Acc SGD-H","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","BK4533":"AQR资本管理(全球第二大对冲基金)","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","IE00B775SV38.USD":"NEUBERGER BERMAN US MULTICAP OPPORTUNITIES \"A\" 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Platforms(META.US)、苹果(AAPL.US)、亚马逊(AMZN.US)和谷歌母公司Alphabet(GOOG.US)等科技巨头的总体收益低于市场普遍预期8%。美国银行策略师Savita  Subramanian和Ohsung Kwon补充称，这个一度火热的行业仍然面临诸多不利因素，尤其是在美国经济结束了近10年的零利率政策的情况下。总体而言，到目前为止，标普500指数成分股公司公布的每股收益并不令人鼓舞，较上年同期下降2.8%，但好于预期的下降3.3%。智通财经APP了解到，大型科技公司的糟糕业绩与疫情期间的繁荣形成了鲜明的对比，当时该行业是少数几个因人们呆在家里而受益的行业之一。现在，与科技股相比，工业、能源和材料等“旧经济”板块的业绩更好，尽管盈利放缓，但资本支出仍保持强劲。这并不令人意外。根据美国银行的报告，以科技股为主的纳斯达克100指数的收益增长已经连续五个季度落后于标尔500指数:令人困惑的是，即使在这样一个黯淡的财报季之后，大型科技公司的表现仍超过了大盘。通过对跟踪科技行业巨头的纽交所FANG+指数与标普500指数进行比较，可以看到，FANG+的趋势仍保持向上。利率大幅上升也未能终结这波涨势，尽管过去几年的正统观点是科技估值随着利率下降而提高。一个可能的解释是，市场已经为更严重的利润收缩做好了准备。即使公司业绩表现不佳，他们受到的惩罚会随着市场情绪缓解而减轻。另一个令人吃惊的解释是，不那么乐观的前景可能有利于大型科技行业。美国银行表示，随着疫情刺激措施的消退，企业目前正处于勒紧裤腰带的状态。非必需消费品行业可能最终成为最大的输家。但由于其坚不可摧的市场地位(沃伦·巴菲特称之为“宽阔的经济护城河”)，FANG成分股的营收相对稳健，而且他们可以通过削减累赘业务来提高利润率。这些科技巨头是两年前投机热潮的主要受益者，而现在他们似乎正受益于新的紧缩时代。","news_type":1,"symbols_score_info":{"OEF":0.6,"SSO":0.6,"SPY":0.75,".SPX":0.6,"SDS":0.6,"GOOG":0.62,"SPXU":0.6,"IVV":0.6}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":622779842,"gmtCreate":1675914973986,"gmtModify":1675916532765,"author":{"id":"3585855359897373","authorId":"3585855359897373","name":"羊毛党的","avatar":"https://static.tigerbbs.com/548ea47974601f05b09583ba1b1949f1","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"3585855359897373","authorIdStr":"3585855359897373"},"htmlText":"这逻辑是忽悠不到韭菜接盘的","listText":"这逻辑是忽悠不到韭菜接盘的","text":"这逻辑是忽悠不到韭菜接盘的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/622779842","repostId":2309567650,"repostType":2,"repost":{"id":"2309567650","kind":"highlight","pubTimestamp":1675840745,"share":"https://www.laohu8.com/m/news/2309567650?lang=zh_CN&edition=full","pubTime":"2023-02-08 15:19","market":"us","language":"zh","title":"四季度业绩黯淡，美国科技巨头为何还能跑赢大盘？","url":"https://stock-news.laohu8.com/highlight/detail?id=2309567650","media":"智通财经网","summary":"在黯淡的财报季之后，大型科技公司的表现仍超过了大盘。","content":"<html><head></head><body><p>标普500指数成分股中超过70%的公司已经公布了第四季度财报。</p><p>美国银行的数据显示，Meta  Platforms(META.US)、<a href=\"https://laohu8.com/S/AAPL\">苹果</a>(AAPL.US)、<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>(AMZN.US)和<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>母公司Alphabet(GOOG.US)等科技巨头的总体收益低于市场普遍预期8%。美国银行策略师Savita  Subramanian和Ohsung Kwon补充称，这个一度火热的行业仍然面临诸多不利因素，尤其是在美国经济结束了近10年的零利率政策的情况下。</p><p>总体而言，到目前为止，标普500指数成分股公司公布的每股收益并不令人鼓舞，较上年同期下降2.8%，但好于预期的下降3.3%。</p><p>智通财经APP了解到，大型科技公司的糟糕业绩与疫情期间的繁荣形成了鲜明的对比，当时该行业是少数几个因人们呆在家里而受益的行业之一。现在，与科技股相比，工业、能源和材料等“旧经济”板块的业绩更好，尽管盈利放缓，但资本支出仍保持强劲。</p><p>这并不令人意外。根据美国银行的报告，以科技股为主的纳斯达克100指数的收益增长已经连续五个季度落后于标尔500指数:</p><p><img src=\"https://static.tigerbbs.com/e32a4e74d3fdae8d2fa3f82c84f61a0d\" tg-width=\"588\" tg-height=\"555\" width=\"100%\" height=\"auto\"/></p><p>令人困惑的是，即使在这样一个黯淡的财报季之后，大型科技公司的表现仍超过了大盘。</p><p>通过对跟踪科技行业巨头的<a href=\"https://laohu8.com/S/NYSE\">纽交所</a>FANG+指数与标普500指数进行比较，可以看到，FANG+的趋势仍保持向上。</p><p><img src=\"https://static.tigerbbs.com/da65ae67c2bb29176001ebe249ddbf07\" tg-width=\"835\" tg-height=\"468\" width=\"100%\" height=\"auto\"/></p><p>利率大幅上升也未能终结这波涨势，尽管过去几年的正统观点是科技估值随着利率下降而提高。</p><p>一个可能的解释是，市场已经为更严重的利润收缩做好了准备。即使公司业绩表现不佳，他们受到的惩罚会随着市场情绪缓解而减轻。</p><p>另一个令人吃惊的解释是，不那么乐观的前景可能有利于大型科技行业。美国银行表示，随着疫情刺激措施的消退，企业目前正处于勒紧裤腰带的状态。非必需消费品行业可能最终成为最大的输家。但由于其坚不可摧的市场地位(沃伦·巴菲特称之为“宽阔的经济护城河”)，FANG成分股的营收相对稳健，而且他们可以通过削减累赘业务来提高利润率。</p><p>这些科技巨头是两年前投机热潮的主要受益者，而现在他们似乎正受益于新的紧缩时代。</p></body></html>","source":"highlight_zhitongcaijin","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\" 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.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\">\n四季度业绩黯淡，美国科技巨头为何还能跑赢大盘？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-02-08 15:19 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/873058.html><strong>智通财经网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>标普500指数成分股中超过70%的公司已经公布了第四季度财报。美国银行的数据显示，Meta  Platforms(META.US)、苹果(AAPL.US)、亚马逊(AMZN.US)和谷歌母公司Alphabet(GOOG.US)等科技巨头的总体收益低于市场普遍预期8%。美国银行策略师Savita  Subramanian和Ohsung Kwon补充称，这个一度火热的行业仍然面临诸多不利因素，尤其是在...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/873058.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/418c8e44b0e296045dbb80704fbfa531","relate_stocks":{"BK4527":"明星科技股","SSO":"2倍做多标普500ETF-ProShares","BK4553":"喜马拉雅资本持仓","BK4077":"互动媒体与服务","LU0889565833.HKD":"FRANKLIN TECHNOLOGY \"A\" (HKD) ACC","LU0079474960.USD":"联博美国增长基金A","SG9999014906.USD":"大华全球优质成长基金Acc USD","BK4534":"瑞士信贷持仓","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","BK4514":"搜索引擎","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","SPY":"标普500ETF","SG9999018857.SGD":"United Global Quality Growth Fd Cl Acc SGD-H","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","BK4533":"AQR资本管理(全球第二大对冲基金)","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","IE00B775SV38.USD":"NEUBERGER BERMAN US MULTICAP OPPORTUNITIES \"A\" (USD) ACC","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","GOOG":"谷歌","LU0234572021.USD":"高盛美国核心股票组合Acc",".SPX":"S&P 500 Index","LU0109392836.USD":"富兰克林科技股A","SGXZ31699556.SGD":"UGDP UNITED GLOBAL QUALITY GROWTH \"C\" (SGDHDG) ACC","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","LU0456855351.SGD":"JPMorgan Funds - Global Equity A (acc) SGD","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","BK4559":"巴菲特持仓","LU2237443382.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA USD","LU2237443549.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA SGD-H","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","BK4550":"红杉资本持仓","BK4507":"流媒体概念","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU1803068979.SGD":"FTIF - Franklin Technology A (acc) SGD-H1","SG9999017495.SGD":"UGDP UNITED GLOBAL QUALITY GROWTH \"B\" (SGD) ACC","SDS":"两倍做空标普500 ETF-ProShares","SG9999014898.SGD":"United Global Quality Growth Fund Dis SGD","LU1691799644.USD":"Amundi Funds Polen Capital Global Growth A2 (C) USD","BK4525":"远程办公概念","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","IVV":"标普500ETF-iShares","SG9999014914.USD":"UNITED GLOBAL QUALITY GROWTH (USDHDG) INC","SG9999018865.SGD":"United Global Quality Growth Fd Cl Dist SGD-H","LU0238689110.USD":"贝莱德环球动力股票基金","IE00B3S45H60.SGD":"Neuberger Berman US Multicap Opportunities A Acc SGD-H","SPXU":"三倍做空标普500ETF-ProShares","BK4581":"高盛持仓","OEF":"标普100指数ETF-iShares"},"source_url":"http://www.zhitongcaijing.com/content/detail/873058.html","is_english":false,"share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","article_id":"2309567650","content_text":"标普500指数成分股中超过70%的公司已经公布了第四季度财报。美国银行的数据显示，Meta  Platforms(META.US)、苹果(AAPL.US)、亚马逊(AMZN.US)和谷歌母公司Alphabet(GOOG.US)等科技巨头的总体收益低于市场普遍预期8%。美国银行策略师Savita  Subramanian和Ohsung Kwon补充称，这个一度火热的行业仍然面临诸多不利因素，尤其是在美国经济结束了近10年的零利率政策的情况下。总体而言，到目前为止，标普500指数成分股公司公布的每股收益并不令人鼓舞，较上年同期下降2.8%，但好于预期的下降3.3%。智通财经APP了解到，大型科技公司的糟糕业绩与疫情期间的繁荣形成了鲜明的对比，当时该行业是少数几个因人们呆在家里而受益的行业之一。现在，与科技股相比，工业、能源和材料等“旧经济”板块的业绩更好，尽管盈利放缓，但资本支出仍保持强劲。这并不令人意外。根据美国银行的报告，以科技股为主的纳斯达克100指数的收益增长已经连续五个季度落后于标尔500指数:令人困惑的是，即使在这样一个黯淡的财报季之后，大型科技公司的表现仍超过了大盘。通过对跟踪科技行业巨头的纽交所FANG+指数与标普500指数进行比较，可以看到，FANG+的趋势仍保持向上。利率大幅上升也未能终结这波涨势，尽管过去几年的正统观点是科技估值随着利率下降而提高。一个可能的解释是，市场已经为更严重的利润收缩做好了准备。即使公司业绩表现不佳，他们受到的惩罚会随着市场情绪缓解而减轻。另一个令人吃惊的解释是，不那么乐观的前景可能有利于大型科技行业。美国银行表示，随着疫情刺激措施的消退，企业目前正处于勒紧裤腰带的状态。非必需消费品行业可能最终成为最大的输家。但由于其坚不可摧的市场地位(沃伦·巴菲特称之为“宽阔的经济护城河”)，FANG成分股的营收相对稳健，而且他们可以通过削减累赘业务来提高利润率。这些科技巨头是两年前投机热潮的主要受益者，而现在他们似乎正受益于新的紧缩时代。","news_type":1,"symbols_score_info":{"OEF":0.6,"SSO":0.6,"SPY":0.75,".SPX":0.6,"SDS":0.6,"GOOG":0.62,"SPXU":0.6,"IVV":0.6}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"hasMoreComments":true,"newsSizeData":{"likeSize":2,"commentSize":2,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"isCrawlerRequest":true}