最新公告:
运营项目
联系方式

地址:
电话:
联系:

运营项目

当前位置:主页 > 运营项目 >      
美国科技股大跌 纳斯达克指数连续三个交易日下挫
作者:admin 发布于:2018-10-29 15:40

受美国科技股大跌影响,美股周一开盘后,纳斯达克指数连续三个交易日下挫,目前创下7月5日以来新低。受纳指拖累,标普500指数和道琼斯指数也双双下挫。
 
The Nasdaq index has fallen for three consecutive trading days since Monday's opening, hitting a new low since July 5, as U.S. technology stocks tumbled. The S & P 500 index and the Dow Jones index both fell as a result of the drag on the NASDAQ.
 
 
 
周一开盘,Facebook和Netflix领跌,分别下跌超过4%和5%。亚马逊、谷歌也下跌均超过2%,苹果下跌1%。以上五家科技公司组成的FAANG联盟被视作是华尔街“皇冠上的明珠”。但过去三个交易日内,这五家公司的市值已经合计蒸发了2450亿美元,并从今年6月的高位下跌超过10%,进入回调期。
 
On Monday, Facebook and Netflix fell by more than 4% and 5% respectively. Amazon and Google also fell by more than 2%, while apple fell 1%. The FAANG alliance formed by the above five technology companies is regarded as the "Pearl of the crown" of Wall Street. But in the past three trading days, the market capitalisation of the five companies has evaporated a total of $245 billion, falling more than 10% from June's high and entering a correction period.
 
 
 
 
 
Facebook和Netflix两家公司在公布了令人失望的财报后,如今股价已经跌入回调期。Facebook抹去了今年的全部涨幅,累计跌幅超过3%,而Netflix今年至今涨幅依然高达75%。不过,有分析师预计,美国科技股可能迎来大溃败,FAANG股价将进一步跌去30%至40%。
 
Shares of Facebook and Netflix have now fallen back into a correction period after disappointing earnings. Facebook wiped out all this year's gains, falling more than 3%, while Netflix is still up 75% this year. However, some analysts predict that US technology stocks may suffer a big crash, and FAANG shares will fall further by 30% to 40%.
 
 
 
分析师担心社交媒体互联网公司用户增长正在遭遇瓶颈,这也可能导致FAANG联盟加速走向分化。继Facebook上周遭遇了史上最惨烈的下跌后,社交媒体Twitter公布的财报也不及预期,Twitter预计第三季度月活用户可能较第二季度会有几百万的下滑。这导致Twitter上周五股价大跌超过20%,周一开盘又继续下跌超过7%。
 
Analysts worry that the growth of social media Internet companies'users is facing a bottleneck, which may also lead to the FAANG alliance accelerating toward fragmentation. After the worst decline in Facebook's history last week, social media Twitter's earnings were less than expected, with Twitter predicting millions of monthly subscribers could fall in the third quarter from the second. This led to a drop of more than 20% on Twitter's stock price last Friday and a further decline of more than 7% on Monday.
 
 
 
不过也有市场人士持不同态度,他们认为科技股目前的回调只是暂时的,很快会收复失地,因此现在是买入的好时机。投行Lazard金融咨询部董事总经理Dennis Berman在CNBC节目中公开表示:“现在的问题是,人们是否会在这些社交平台上花更多的时间?答案是肯定的,因为碎片化的时间越来越多。”
 
But there are also market participants who hold different attitudes, they believe that the current recovery of technology stocks is only temporary, will soon recover lost land, so this is a good time to buy. Dennis Berman, managing director of Lazard Financial Consulting, an investment bank, said publicly on CNBC: "The question is, will people spend more time on these social platforms? The answer is yes, because fragmentation is taking longer and longer."
 
 
 
针对这一轮市场的回调,星展银行(中国)财富管理策略总监邓志坚对第一财经记者表示:“一来是获利了结,整个科技行业今年以来涨幅迅猛,部分了结也正常。二来是部分投行的预期过高,造成财报不及预期。其实从科技股的盈利来看,整个行业还是保持盈利增长,而且增长幅度明显,所以基本面没有改变。但不符预期却使获利了结和做空同时具备了充分的理由。所以,只要盈利存在,这轮下跌倒不是一种长期趋势。”
 
In response to this round of market callbacks, Deng Zhijian, director of wealth management strategy at Star Show Bank (China), told First Financial Reporter: "First of all, profit is over, the entire technology industry has risen sharply this year, part of the end is normal. Second, some investment banks' expectations are too high, resulting in less than expected earnings. In fact, from the point of view of the profits of technology stocks, the industry as a whole has maintained profit growth, and the growth rate is obvious, so the fundamentals have not changed. However, failure to comply with expectations has provided sufficient reasons for making profits and shorting profits. So, as long as profits exist, this decline is not a long-term trend.
 
 
 
本周,美股将迎来苹果和特斯拉两家公司的财报。苹果作为目前全球市值最大的公司,有望率先进入万亿美元市值俱乐部。今年以来,苹果股价上涨超过12%。对于苹果的财报,投资人已经不仅仅关注在iPhone销量的增长,更加关注其在服务业务方面的收入。苹果财报将于当地时间周二盘后公布。
 
This week, U.S. stocks will welcome apple and Tesla's earnings. Apple, the largest company with the largest market value in the world, is expected to take the lead in entering the trillions of market capitalization clubs. Apple shares have risen more than 12% this year. Investors are already paying more attention to Apple's earnings than just growth in iPhone sales. Apple's earnings report will be announced on Tuesday after local time.
 
 
 
研究机构Canalys分析师贾沫对记者:“iPhone X的营收值得期待,也会决定苹果能否达到自2015年以来最强的季度收入。其次,服务业务的增速在以往一直有非常亮眼的表现,苹果能否维持在这个业务的高速增长对其未来的估值也至关重要。”根据Canalys此前发布的报告,苹果手表也增长强劲,增速达到30%,贾沫表示,这在一定程度上预示,除了手机业务面临一定出货量上的挑战、以及MAC业务总体的稳定,苹果其它主营业务的营收都会有一定程度的增长。
 
Jia Mo, an analyst at Canalys, a research firm, told reporters: "The revenue of the iPhone X is expected and will determine whether Apple can achieve its strongest quarterly revenue since 2015. Second, the growth of the service sector has been very impressive in the past, and whether Apple can sustain its rapid growth in this business is also crucial to its future valuation. According to Canalys's previous report, Apple's watches also grew strongly, at a 30% growth rate, which Mr. Jia said, to some extent, foreshadowed a certain amount of revenue growth in all of Apple's major businesses, in addition to the challenges facing the mobile phone business and the overall stability of the MAC business.
 
 
 
不过大部分市场人士并不对苹果第二季度财报抱有很高的期望。传统来讲,第二季度通常是苹果的淡季,由于每年苹果最重磅的发布都会留到9月的秋季发布会,因此更多用户在第二季度抱着观望的态度,这将直接影响苹果的收入和iPhone等硬件的销量。市场将更加期待库克对第三季度的展望以及对下一代iPhone新品的暗示。
 
However, most market participants do not have high expectations for Apple's second quarter earnings. Traditionally, the second quarter is usually Apple's off-season, and as Apple's heaviest releases each year are reserved for the autumn launch in September, more users are on the sidelines in the second quarter, which will directly affect Apple's revenue and hardware sales such as the iPhone. The market will look forward to Cook's outlook for the third quarter and the implications for the next generation of iPhone.
 
 
 
特斯拉今年以来因受到量产质疑的影响,股价持续下跌,今年以来股价累计跌幅超过7%,近一个月来,股价就累计下跌近16%。瑞银最新预测,鉴于特斯拉一年内一定有融资需求,公司股价仍有30%的下跌空间。特斯拉将于当地时间周三盘后公布财报。特斯拉周一开盘后跌幅迅速扩大至3%。
 
Tesla's share price has fallen steadily this year as a result of production challenges, falling more than 7% this year and nearly 16% in the past month. UBS's latest forecast shows that Tesla's share price still has 30% room to fall, given that there must be financing demand within a year. Tesla will announce its earnings on Wednesday, local time. Tesla expanded rapidly to 3% after opening Monday.
 
 
 
就在特斯拉财报公布前,外媒报道称,特斯拉正在与德国和荷兰政府接触,将在欧洲建造第一座超级工厂。特斯拉方面未就此回应记者。
 
Just before the announcement of Tesla's financial results, foreign media reported that Tesla was in contact with the German and Dutch governments to build the first super factory in Europe. Tesla did not respond to this reporter.
 
 
 
马斯克在今年6月曾发布推特公开表示对德法边境靠近荷比卢的地方有兴趣,他认为这是符合地理优势的超级工厂的理想地点。特斯拉目前已经在德国的普罗姆(Pruem)设有工程部门,普罗姆距离比利时近30公里,距离德法边境也仅100公里。上个月,特斯拉已经宣布将在上海临港建造生产基地。
 
In June, Musk announced that Twitter was openly interested in the German-French border near Hopelu, an ideal location for a geographically advantageous super factory. Tesla now has an engineering department in Pruem, Germany, about 30 kilometers from Belgium and only 100 kilometers from the German-French border. Last month, Tesla announced that it would build a production base in Shanghai.
 
 
 
目前,特斯拉正在为实现Model 3量产进行冲刺,并且努力达到第三季度开始盈利的目标。这也令其第二季度财报更受市场关注。
 
Tesla is now sprinting to achieve Model 3 production and is trying to reach its third-quarter profit target. This also makes its second quarter earnings report more market concern.

 


下一篇:二手房购房合同丢了如何进行补救?

上一篇:塔里木油田塔中Ⅰ号气田增产驶入快车道 大力推广气举采油工艺

友情链接: 织梦CMS官方 DedeCMS维基手册 织梦技术论坛