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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Why can American technology giants still outperform the market?","themeId":"","isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/31c22b26f7f3893915a31085c346cbf8","symbols_score_info":{"SPY":0.75,"GOOG":0.62,"OEF":0.6,"SDS":0.6,"SPXU":0.6,"SSO":0.6,".SPX":0.6,"IVV":0.6},"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。","kind":null,"is_publish_news":null,"is_publish_highlight":null,"is_publish_live":null,"is_publish_wemedia":null,"editions":null,"symbols":[],"gpt_button":1},"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/64ded5db61c69b7abc937bc62d16afdd","vip":1,"crmLevel":1,"crmLevelSwitch":1},"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,"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},"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,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"hasMoreComments":true,"newsSizeData":{"likeSize":2,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false}}