Dab tsi yog qhov yuav zoo dua mus rau hauv cov nyiaj tau los luam tawm?

Alphabet Inc (NASDAQ: GOOGL) yog qhov yuav zoo dua li Apple Inc (NASDAQ: AAPL) ua ntej ntawm cov nyiaj tau los uas tau teem tseg rau lub lim tiam no, hais tias Matt Maley. Nws yog Tus Thawj Saib Xyuas Kev Lag Luam ntawm Miller Tabak.

Maley piav qhia nws rooj plaub rau Alphabet Inc

Maley nyiam Google Tshuag feem ntau ntawm kev ntsuas. Cov khoom lag luam poob ze li 30% xyoo-rau-hnub, nws ntseeg, zoo li npaj ntau dua rau kev lag luam poob qis.

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.

Cov tsiaj ntawv paub tseeb yog qhov ua siab tawv hu tom qab qhov kev lag luam qeeb qeeb tau ua rau Snap Inc. lub lim tiam dhau los. Tseem, Maley hais rau CNBC's "Power Lunch":

Nws yog xyoo kev xaiv tsa nruab nrab, uas feem ntau tsis yog qhov loj rau kev siv nyiaj tshaj tawm. Tab sis nws yuav yog xyoo no. Lawv tau sau npe nrhiav nyiaj txiag xyoo no. Lawv yuav tsis siv TV, uas tau ploj mus ntawm txoj kev; lawv yuav tsiv mus rau thaj chaw xws li Google Tshawb Nrhiav.

Alphabet Inc xav kom khwv tau $ 1.14 ib feem ntawm lub quarter no uas sawv cev rau 16% YoY poob. Ib qho kev muag-tawm cov nyiaj tau los (yog tias muaj), nws ntxiv, tsuas yog ua cov khoom lag luam ntau txaus nyiam.

Vim li cas nws thiaj txhawj xeeb txog Apple Tshuag?

Shares ntawm Apple Inc, ntawm qhov tod tes, twb tau nce 17% los ntawm lawv qhov qis. Ntawm 25 lub sijhawm cov nyiaj khwv tau los, Maley hais tias cov khoom lag luam tseem nyob rau sab kim piv rau Google ntawm 17 zaug. Nws ntxiv:

Niaj hnub no, lawv tau tham txog kev txo nqi ntawm qee yam ntawm lawv iPhones hauv Suav teb. Lub lim tiam dhau los, lawv tau tham txog kev ntiav ntiav thiab txo qis kev siv nyiaj. Cov lus qhia no qhia kuv tias lawv tsis tau them nqi rau txhua yam kev poob nyiaj txiag ntawm no.

AAPL tseem ua lag luam qis dua qhov muaj zog tiv thaiv ntawm $ 158 ib feem. Tus tsim iPhone yuav tsum tshaj tawm $ 1.16 ntawm EPS ntawm $ 82 nphom hauv cov nyiaj tau los rau lub quarter no. Nws twb tau ceeb toom txog qhov nce txog $ 8.0 nphom kev cuam tshuam txog "Tuam Tshoj" thiab kev txwv loj.