Meta, Uber thiab lwm yam hauv Is Taws Nem Tshuag los yuav Tom Qab Kev Lag Luam Loj Loj

Ntawv loj

Cov khoom lag luam hauv Is Taws Nem tau poob qis dua li kev lag luam dav dav vim cov tub ua lag luam tau txhawj xeeb txog qhov muaj peev xwm rau kev lag luam dav dav. Tab sis RBC Capital Markets hais tias kev muag khoom tam sim no muab sijhawm yuav khoom.

cov

Thawj Trust Dow Jones

Internet Index Fund (ticker: FDN), uas taug qab qhov kev ua tau zoo ntawm Dow Jones Internet Composite index, tau poob 40% xyoo no, piv nrog

S&P 500
's
19% poob.

"Tshaj tawm qhov kev tua neeg uas yog lub caij qhia Q1 hauv internet, peb nthuav tawm los txheeb xyuas cov npe saib ntau dua ntxuav tawm piv rau cov uas muaj kev pheej hmoo poob qis dua," tus kws tshuaj ntsuam Brad Erickson tau sau rau hnub Thursday.

Tus kws tshuaj ntsuam tau hais tias kev nqis peev tau dhau los ua qhov tsis zoo rau cov peev txheej rau qee lub tuam txhab. Qee cov khoom lag luam hauv is taws nem tuaj yeem ua rau muaj zog dua, nws tau sau tseg, txawm tias kev lag luam ib puag ncig tsis zoo nyob rau lub sijhawm thib ob ntawm lub xyoo.

---

Cov ntawv xov xwm sau npe

Lub Barron Hnub

Kev sib tham thaum sawv ntxov txog qhov koj yuav tsum paub nyob hauv hnub ua ntej, suav nrog kev tawm tswv yim tshwj xeeb los ntawm Barron thiab MarketWatch cov kws sau ntawv.

---

Raws li qhov tshwm sim, tus kws tshuaj ntsuam tau rov lees paub nws qhov kev ntaus nqi Outperform rau

Booking Holdings

(BKNG) nrog rau $2,800 tus nqi phiaj,

Meta Platforms

(

FB

) nrog tus nqi $240 lub hom phiaj, thiab

Uber Technologies

(UBER) nrog rau $46 tus nqi phiaj.

Muaj cov cim qhia tias kev lag luam mus ncig yuav muaj zog rau yav tom ntej nruab nrab. Thaum ntxov lub hlis no, Booking qhia cov nyiaj tau los zoo tshaj li qhov xav tau thawj peb lub hlis twg. Nws cov thawj coj tau hais tias nws tab tom npaj rau "lub caij ntuj sov mus ncig ua si tsis zoo." Erickson tseem xav kom lub koom haum mus ncig hauv online kom tau txais kev lag luam ntau dua hauv Asmeskas thiab tau txais txiaj ntsig los ntawm kev nce kev lag luam thoob ntiaj teb.

Thiab hnub Wednesday,

Target

(TGT) kev tswj hwm tau hais rau cov tub ua lag luam tias lawv pom cov neeg siv khoom hloov pauv kev siv nyiaj ntau dhau ntawm cov khoom muag mus rau "tawm mus" kev paub, uas yuav ua rau muaj txiaj ntsig zoo rau kev mus ncig.

Hais txog Meta, tus kws tshuaj ntsuam tau hais tias nws xav tsis thoob nrog kev sib tham tsis ntev los no nrog cov koom haum tshaj tawm uas qhia txog kev siv nyiaj txiag zoo ntawm Facebook social media platform.

"FB tau raug hu tawm los ntawm ntau tus neeg teb vim tias muaj peev xwm ua tau zoo dua li lwm tus neeg tshaj tawm," nws sau. Cov koom haum tshaj tawm "hu tawm FB siv raws li qhov muaj peev xwm ua rau yav tom ntej txiav rau kev siv nyiaj hauv qhov xwm txheej ntawm kev qeeb qeeb."

Thaum kawg, Erickson ntseeg tias Uber shares tau ntxim nyiam tom qab 44% poob xyoo no. Lub tuam txhab muaj "cov qauv zoo ntawm tus neeg tsav tsheb muab kev txawj ntse, kev txhawb siab siab dua tam sim no de-risked, muaj zog mus ncig tailwinds tuaj." Nws kuj tseem yuav pab tau tias lub tuam txhab caij-hailing e-mail nws cov neeg ua haujlwm ua ntej lub hli no kom txo qis kev ntiav neeg ua haujlwm thiab txo qis kev lag luam kev lag luam hauv nws txoj kev nrhiav kom tau txais txiaj ntsig zoo dua.

Sau ntawv rau Tae Kim ntawm [email tiv thaiv]