Meta Platforms Inc.NASDAQ: META) tam sim no ua lag luam nyob ze nws 52-lub lim tiam qis, uas, rau ntau, yuav zoo li lub sijhawm los tsim txoj haujlwm hauv lub npe zoo ntawm tus nqi qis.
Rau kuv, txawm li cas los xij, nws tseem zoo li pheej hmoo ntawm no.
Puas yog koj tab tom nrhiav kom tau cov xov xwm ceev, kub-cov lus qhia thiab kev tsom xam kev ua lag luam?
Sau npe rau Invezz cov ntawv xov xwm, hnub no.
Cia peb tham txog lub lag luam tseem ceeb ua ntej
Koj tuaj yeem tawm tsam txhua yam koj xav tau, tab sis "qhov tseem ceeb" zaj dab neeg ntawm no tsis yog qhov nyuaj raws li nws tau ua.
Pib nrog, nws cov lag luam tseem ceeb tshaj tawm tsis haum rau kev lag luam kev lag luam uas tab tom los. Fed Chair Jerome Powell, lub lim tiam dhau los ntawm “Jackson Hole”, tau tawm tsam ntawm kev nce nqi ntxiv txawm hais tias kev nce nqi tau qhia txog "peak".
Nws tsis yog qhov chaw nres lossis nres. Restoring tus nqi ruaj ntseg yuav xav tau kev tswj hwm txoj cai txwv tsis pub muaj qee lub sijhawm. Cov ntaub ntawv keeb kwm tau ceeb toom tawm tsam kev ua txhaum cai ntxov ntxov.
Tebchaws Asmeskas kev lag luam twb muaj ob peb lub hlis twg ntawm GDP tsis zoo. Txawm li cas los xij, peb tsis tau hais dav dav tias nws yog "kev poob qis" ntawm lub zog ntawm kev ua lag luam. Xav txog, txawm li cas los xij, tias FOMC tsis zoo li mus rau qhov yooj yim ntawm kev nce nqi kom txog thaum ib yam dab tsi tawg, kuv xav hais tias qhov kev lag luam "tsim" tsis yog qhov teeb meem ntawm "yog" tab sis ntawm "thaum twg".
Yog li, qhov ntawd yog macro backdrop. Vim li cas nws tseem ceeb rau Meta Platforms Inc tshwj xeeb? Vim tias "ad-spend" zoo li yog ib qho ntawm thawj qhov kev siv nyiaj uas raug txiav hauv kev lag luam poob qis - thiab ntau lub teb chaws tsim yuav luag tag nrho nws cov nyiaj tau los ntawm kev tshaj tawm.
Lub hli tas los, Meta qhia $ 28.82 nphom hauv cov nyiaj tau los rau nws lub quarter thib ob, nqis txog 1.0% xyoo-rau-xyoo.
Yog tias nws twb tau txais kev cuam tshuam rau cov nyiaj tau los (ib yam dab tsi nws tsis tau ua dhau los) ntawm lub sijhawm thaum peb tab tom tham txog kev lag luam nyiaj txiag, xav txog qhov kev puas tsuaj nws tuaj yeem yog thaum peb nyob hauv ib qho.
Nco ntsoov tias nws tsis yog speculation. Meta nws tus kheej tau hais tias tej yam yuav tsum tau ua phem zuj zus mus tom ntej. Rau lub quarter nyiaj txiag tam sim no, nws kwv yees kwv yees $ 28.5 nphom hauv cov nyiaj tau los ntawm qhov kawg ntawm nws qhov ntau uas txhais tau hais txog 1.70% txhua xyoo poob.
Cov kev taw qhia ntawd tau plam qhov FactSet kev pom zoo los ntawm qhov loj heev $ 1.50 billion. Kev tswj hwm nws tus kheej tau ceeb toom peb txog lub sijhawm nyuaj ua ntej - yog li kuv tsis nkag siab vim li cas peb tseem sim tawm tsam nws.
Tom qab ntawd los ntawm arch nemesis - Apple Inc
Tsis tas li ntawd ua rau nws tsis zoo rau lub tuam txhab kev lag luam tseem ceeb yog, tau kawg, kev hloov pauv ceev ntiag tug Apple Inc tau tshaj tawm xyoo tas los uas ua rau cov neeg siv iPhone cuam tshuam cov apps los ntawm kev taug qab lawv cov haujlwm - lub khob cij-thiab-butter ntawm kev tshaj tawm kev lag luam.
Yog li ntawd, Meta cia siab tias yuav tau txais $ 10 nphom los ntawm App Txheeb Xyuas Qhov Pom Tsis Zoo (ATT) xyoo no.
Tab sis qhov ntawd tsis tau txhais hais tias Apple tawm tsam kev tshaj tawm digital. Qhov tseeb, nws yog tshaj tawm ua hauj lwm ntawm nqa ntau tshaj tawm rau lub iPhone - tsis yog cov uas raws li invasive cov ntaub ntawv sau. Nws thawj-tog ad-chaw ua lag luam, raws li ib tug tech titan, khaws cov kev ua tau zoo uas zoo tib yam rau cov phiaj xwm tshaj tawm tab sis tsis yog tus nqi ntawm cov neeg siv kev ceev ntiag tug.
Yog tias cov ntawv ceeb toom no yuav tsum ntseeg, Kuv xav pom ib qho lus qhia ntawm no tias tus tsim iPhone xav tau ib qho ntawm kev tshaj tawm siv nyiaj.
Tam sim no, rau nws kom yeej hauv qhov chaw tshaj tawm, Meta yuav tsum poob. Thiab yog tias kuv yuav tsum tau twv ntawm ob qho ntawm ob, kuv xav xaiv "AAPL" nce 25% los ntawm nws qhov qis tsis ntev los no txawm hais tias muaj txoj hlua ntawm macro headwinds piv rau "META" uas tau tawm tsam txij lub Cuaj Hli 2021.
Nws tsuas yog cov ntaub ntawv teev tseg zoo dua thiab muaj kev lag luam sib txawv.
Ntxiv kev sib tw los ntawm cov nyiam Snap thiab TikTok nyob rau hauv xyoo tas los no yog qhov kev sib tw tseem ceeb rau Meta Platforms. Koj pov Apple rau hauv nrog nws lub fortress ntawm daim ntawv tshuav nyiaj li cas, thiab qhov kev puas tsuaj tuaj yeem ua tsis tau.
Yog lawm, nws cov neeg siv niaj hnub siv tau nce 4.0% xyoo-rau-xyoo hauv lub quarter dhau los, tab sis kuv xav kom tsom mus rau qhov nyiaj tau los nruab nrab ntawm ib tus neeg siv uas tau nqis 3.0% thiab tuaj rau hauv me ntsis txaj muag ntawm Txoj Kev kwv yees.
Rau kuv, nws tsis muaj teeb meem pes tsawg tus neeg siv Meta ntxiv hauv ib lub hlis twg. Qhov tseem ceeb yog qhov nws muaj zog npaum li cas nws monetizing txhua tus ntawm lawv; thiab qhov ntawd tsis yog pleev xim rau daim duab txhawb siab heev, tsawg kawg rau tam sim no.
Metaverse zoo li kev twv txiaj ntau dua
Raws li koj tau twv los ntawm tam sim no, Kuv tsis tau hais ntau txog qhov "metaverse" ua si. Yog vim li cas, nws tsis muaj dab tsi ntau tshaj li "hearsay" ntawm lub sijhawm no.
CEO Mark Zuckerberg pom lub sijhawm ntau txhiab lab daus las hauv kev hloov pauv. Tej zaum; tab sis nyob rau ntawm no thiab tam sim no, txhua yam kuv pom yog $ 2.80 billion poob los ntawm Reality Labs hauv lub quarter thib ob.
Saib, qhov teeb meem kuv coj nrog metaverse yog ob-fold.
Ua ntej ntawm tag nrho cov, koj nyob nraum qhov tseem ceeb betting tias Zuckerberg tuaj yeem tsim tag nrho lwm lub tuam txhab trillion-duas los ntawm kos. Nco ntsoov tias ntau tshaj li kaum xyoo, nws lub tswv yim nthuav dav yuav luag tag nrho raws li kev tau txais (WhatsApp, Instagram, Oculus thiab lwm yam), tsis yog tsim.
Qhov kawg ntawm nws qhov kev tsim loj tshaj plaws yog "Facebook", thiab qhov ntawd yog 20 xyoo dhau los. Qhia rau kuv tias kuv tsis yog vim "iffy".
Qhov thib ob, txawm tias nws rub tawm, nws tsis yog qhov muab hais tias Meta Platforms yuav yog qhov loj tshaj plaws ntawm metaverse. Muaj ntau lub npe suav tsis txheeb sib tw thiab nqis peev kom tau txais qhov chaw tseem ceeb hauv qhov kev thov "lub neej yav tom ntej tshiab".
Thiab qhov tseeb, ntau ntawm lawv tau zoo dua niaj hnub no dua li Meta - hais tias Apple lossis Nvidia.
taw tes yog, yog tias koj ntseeg nyob rau hauv metaverse, muaj ntau ntau lwm yam, zoo dua, muaj kev ruaj ntseg ntau txoj kev ua si nws. Kev tawm tsam Meta Platforms tsis yog koj tus thawj koom ruam nkaus xwb kom tau txais koj tus kheej kom nthuav dav rau lub metaverse los ntawm kev ncab ntev.
Lo Lus Kawg
Hauv kev xaus, raws li tus nqi nqis peev, kuv tsis yog tawm mus yos hav zoov rau cov khoom pheej yig. Kuv txoj hauj lwm yog nrhiav lub npe uas muaj kev cuam tshuam ntawm "tus nqi" thiab "tus nqi". Thiab raws li cov lus hais saum toj no, kuv tsuas yog tsis pom tias "txiav" hauv Meta Platforms ntawm ntau dua 13 lub sijhawm cov nyiaj tau los.
Kuv yuav tsis xav tsis thoob yog tias nws tawg hauv qab nws 52 lub lis piam qis rau lub sijhawm no!
Qhov twg yuav tam sim no
Txhawm rau nqis peev yooj yim thiab yooj yim, cov neeg siv xav tau tus nqi qis-nqi nrog nrog cov ntawv sau ntawm kev ntseeg tau. Cov brokers hauv qab no yog cov ntaus nqi siab heev, tau lees paub thoob ntiaj teb, thiab muaj kev nyab xeeb los siv:
- Etoro, ntseeg los ntawm ntau dua 13m cov neeg siv thoob ntiaj teb. Tso npe ntawm no>
- Capital.com, yooj yim, yooj yim rau siv thiab tswj. Tso npe ntawm no>
* Cryptoasset kev nqis peev tsis raug tswj hwm hauv qee lub tebchaws EU thiab UK. Tsis muaj kev tiv thaiv neeg siv khoom. Koj lub peev yog qhov txaus ntshai.
Tau qhov twg los: https://invezz.com/news/2022/08/30/meta-stock-could-break-below-its-52-week-low/