Cov khoom lag luam thev naus laus zis tau pib qeeb hauv xyoo 2022. Tab sis Jefferies tseem muaj kev cia siab, tshwj xeeb tshaj yog thaum nws los txog rau cov tuam txhab hauv kev lag luam internet loj hlob sai.
Lub tuam txhab Wall Street cov kev xaiv hauv internet tau poob 5% hauv 2021 - tshwj xeeb yog kev poob siab rau qhov kev xav tias ob qho tib si S&P 500 thiab Nasdaq tau nce ntau dua 20% rau xyoo.
Jefferies hais tias qhov sib txawv ntawm kev ua tau zoo tuaj yeem yog "lub sijhawm zoo" rau cov khoom lag luam hauv internet kom rov qab los rau xyoo 2022.
Yog li ntawm no yog saib peb lub vev xaib uas Jefferies tau muab qhov "yuav" ntsuas rau. Raws li lub tuam txhab lub hom phiaj tus nqi kawg, tag nrho peb muaj ob-tus lej upside peev xwm.
Meta Platforms (FB)
Facebook lub npe hloov mus rau Meta Platforms thaum Lub Kaum Hli yog ib qho laj thawj loj vim li cas txhua tus zoo li tab tom tham txog metaverse hnub no. Tab sis nws txoj kev lag luam khob cij-thiab-butter - kev tshaj xov xwm - tseem raug tua rau txhua lub tog raj kheej.
Hauv Q3 ntawm 2021, Facebook cov neeg siv txhua hli tau nce 6% xyoo dhau los rau 2.91 billion. Factoring hauv Meta lwm lub platform - xws li Instagram, Neeg xa xov liaison thiab WhatsApp - tus naj npawb ntawm cov neeg siv nquag ntawm tsawg kawg ib yam khoom muaj tag nrho 3.58 billion.
Jefferies muaj qhov kev yuav khoom ntawm Meta thiab tus nqi lub hom phiaj ntawm $ 420, implying peev xwm upside ntawm txog 26%.
Meta yog "ib qho ntawm cov dab neeg zoo tshaj plaws hauv kev tshaj tawm hauv online, ua kom zoo tshaj plaws hauv chav kawm ROI rau cov neeg lag luam" sau Jefferies.
Jefferies nyiam qhov Meta ua dab tsi hauv qhov chaw muaj tiag virtual, ib yam nkaus.
"Oculus tau nce mus rau No. 1 feem ntau rub tawm app hauv App Store ntawm Christmas Day, muab qhov qhia meej tias VR kev saws me nyuam yog qhov tseem ceeb dua li qhov kev xav yav dhau los," hais tias lub txhab nyiaj peev.
Shares ntawm Meta tau nce 35% xyoo dhau los.
Cov niam ntawv (GOOGL)
Raws li niam txiv lub tuam txhab ntawm Google, Alphabet twb yog ib tug internet behemoth hais kom ib tug lag luam cap ntawm tshaj $1.8 trillion. Tab sis Jefferies ntseeg tias nws tuaj yeem loj dua.
Lub tsev txhab nyiaj peev muaj qhov kev yuav khoom ntawm lub tuam txhab thiab tus nqi phiaj ntawm $ 3,500. Nrog Alphabet shares tam sim no ua lag luam nyob ib ncig ntawm $ 2,790, Jefferies 'kev kwv yees qhia tias muaj peev xwm nce siab ntawm ib ncig ntawm 25%.
Jefferies nyiam Alphabet cov ntsiab lus tseem ceeb, xws li cov kev tshaj tawm digital muaj zog, ntu huab cua loj thiab "kev noj qab haus huv thiab nthuav dav" kev ua haujlwm.
Hauv Q3 ntawm 2021, Cov tsiaj ntawv tau txais $ 65.1 nphom ntawm cov nyiaj tau los, sawv cev rau 41% nce xyoo dhau los.
Kev loj hlob tau hla lub rooj tsavxwm. Google cov nyiaj tau los tshaj tawm tau nce 43% xyoo dhau los rau $ 53.1 billion. Kev tshaj tawm hauv Youtube tau txais $ 7.2 nphom ntawm cov nyiaj tau los, nce los ntawm $ 5.0 billion ib xyoos dhau los. Lub caij no, cov nyiaj tau los ntawm Google Huab tau nce 45% rau $ 4.99 billion.
Txawm hais tias qee qhov kev lag luam tsis ntev los no, cov khoom lag luam tau nce 60% hauv 12 lub hlis dhau los.
Trade Desk (TTD)
Trade Desk yog lub npe me dua piv rau Meta thiab Alphabet, tab sis nws tuaj yeem yog ib lub sijhawm loj dua hauv qhov chaw hauv internet.
Lub tuam txhab thev naus laus zis hauv Calif.-raws li muaj huab-raws li platform uas tso cai rau cov neeg siv khoom lag luam digital los tsim, tswj thiab ua kom zoo dua cov kev tshaj tawm digital thoob plaws ntau hom kev tshaj tawm thiab cov khoom siv.
Jefferies hais tias Trade Desk yog qhov zoo tshaj plaws cov khoom ua si dawb huv los ua kom muaj txiaj ntsig ntawm kev hloov pauv mus rau kev tshaj tawm kev tshaj tawm, taw qhia rau nws "kev sib raug zoo sib sib zog nqus thiab tus qauv ua lag luam loj tuaj."
Kev lag luam tau raug tua ntawm txhua lub tog raj kheej. Hauv Q3 ntawm 2021, Trade Desk coj hauv $ 301.1 lab ntawm cov nyiaj tau los, kos 39% dhia xyoo dhau los. Kho cov nyiaj tau los ntawm $ 0.18 ib feem ntawm lub quarter, nce los ntawm $ 0.13 ib feem ntawm lub xyoo dhau los.
Qhov tseem ceeb, lub tuam txhab cov neeg siv khoom tuav tus nqi tau nyob siab dua 95% nyob rau xyoo dhau los.
Trade Desk shares tau nqis me ntsis hauv lub xyoo dhau los. Tab sis Jefferies pom qhov tseem ceeb ua ntej.
Nws nyuam qhuav hloov kho cov Tshuag los ntawm kev tuav mus yuav thiab tsa nws lub hom phiaj ntawm tus nqi ntawm lub tuam txhab los ntawm $ 100 txog $ 105, sawv cev rau 40% tus nqi ntawm upside los ntawm cov nqi tam sim no.
Trending ntawm MoneyWise
Kab lus no muab cov ntaub ntawv nkaus xwb thiab yuav tsum tsis txhob muab txhais ua cov lus qhia. Nws tau muab yam tsis muaj kev lees paub ntawm txhua yam.
Tau qhov twg los: https://finance.yahoo.com/news/jefferies-3-top-internet-stocks-210000016.html