#在此聲明本人從未經營任何Line群組以及帶領任何人投資港股或其他商品
#在Line群組裡的使用本人名義要投資港股者皆為詐騙集團
#請睜大雙眼好好判斷莫成為詐騙集團底下可割可棄的韭菜冤魂
【2021/08/23 #阮慕驊的全球股市財經週報】
●財經周報 撰文 阮慕驊
美元指數升到去年11月、九個半月來新高，壓迫到亞洲股市和原物料商品價格下跌。亞股上周各股市普遍重挫，日本、韓國和香港都有明顯跌幅。市場資金除撤出亞股外，原物料商品價格也重挫，中國政策打壓加上美中消費增長力道下滑，對於去年三月一路漲升到今年五月的原物料商品價格造成了巨大的打擊。
油價上周重挫，美油WTI全周重跌了9%，布倫特原油期貨跌7.7%，油價創下3個月低點。疫情變種病毒加上美元走升，對原物料價格來說是雙重打擊。美元升至9個月半月新高，上周升1%，歐元、英鎊和紐澳加幣兌美元全數走貶。
最近一個月來，全球原物料商品，無論從軟性的農產品到油、礦、金的價格無一不跌。以素來有經濟景氣指標、銅博士稱號的銅價來說，竟然跌到了4月以來的低點。銅價去年三月見底之後一路漲升到今年五月突破每公噸1000萬美元，創下歷史新高。以倫敦金屬交易所LME期貨合約價來看，去年三月每公噸4615美元，漲到今年五月十號10724美元，漲幅高達132%，但八月跌破9000美元，跌到8775美元，跌幅也近兩成。
美元升值也不利亞股。台股加權指數從今年七月的高點18034，修正到八月20號的16341，總計下跌了1693點，換算跌幅是9.39%。櫃買指從七月高點225.05，同期修正到200.98，下跌了24.07點，跌幅10.7%。上市股票市值從最高峰的54.8兆，減到50.1兆，少掉了4.7兆，上櫃股票從5.29兆的市值減到4.86兆，也減了4300億，上市櫃市值總計減少了超過5兆。
💲💲💲💲💲💲💲💲💲💲💲💲💲💲💲💲💲💲💲💲💲💲💲
阮慕驊老師活動邀約請洽詢E-mail: linkinting@gmail.com 黃小姐
👉👉👉 感謝所有辛苦的醫護人員
👉👉👉 疫情期間大家仍要小心警戒
👉👉👉 作好個人及環衛生管理🤲
#大家一起理財理健康理人生
#疫情當前團結抗疫
購書連結
【momo】 https://reurl.cc/R0Oqd6
【博客來】 https://www.books.com.tw/products/0010890965
https://www.youtube.com/c/DannyRuan
昨天貼的圖
四家比較
加幣歷史低點 在 [新聞] Facebook shares plunge more than 20% - 看板Stock 的推薦與評價
原文標題：Facebook shares plunge more than 20% on weak earnings
, big forecast miss
原文連結：https://reurl.cc/QjEmp5
發布時間：2 20223:31 PM
原文內容：
Facebook shares tumbled more than 20% in extended trading on Wednesday after
the company reported disappointing earnings, gave weak guidance and said user
growth has stagnated.
Here are the results:
Earnings per share: $3.67 vs $3.84 expected, according to a Refinitiv survey
of analysts
Revenue: $33.67 billion vs $33.4 billion expected, according to Refinitiv
Facebook also missed estimates with user numbers.
Daily Active Users (DAUs): 1.93 billion vs 1.95 billion expected by analysts,
according to StreetAccount
Monthly Active Users (MAUs): 2.91 billion vs 2.95 billion expected by
analysts, according to StreetAccount
Average Revenue per User (ARPU): $11.57 vs $11.38 expected by analysts,
according to Street Account
The company, which was recently renamed to Meta, issued disappointing
guidance for the first quarter in addition to coming up short on its
fourth-quarter profit and user numbers. Daily Active Users (DAUs) on Facebook
were slightly down in the fourth quarter compared to the previous quarter,
marking its first quarterly decline in DAUs on record.
Facebook said revenue in the first quarter will be $27 billion to $29
billion, while analysts were expecting sales of $30.15 billion, according to
Refinitiv. That would mean 3% to 11% year-over-year growth, while analysts
were expecting about 15%, according to Refinitiv.
Facebook said it’s being hit by a combination of factors, including privacy
changes to Apple’s iOS and macroeconomic challenges. It blamed the
lower-than-expected growth in part on inflation and supply chain issues that
are impacting advertisers’ budgets.
There’s also a shift to products that don’t generate as much revenue as its
core news feed. For example, people are spending more time on its Reels
videos.
“On the impressions side, we expect continued headwinds from both increased
competition for people’s time and a shift of engagement within our apps
towards video surfaces like Reels, which monetize at lower rates than Feed
and Stories,” Facebook said.
The report is Facebook’s first since changing the name of its parent company
to Meta, which is a nod to the metaverse. CEO Mark Zuckerberg announced the
name change in October following a series of troubling reports about Facebook
that stemmed from leaked documents shared by a former employee with
journalists, lawmakers and the Securities and Exchange Commission.
With the name change to Meta comes a new reporting structure. The company
said in its last earnings report that it will break out its hardware
division, Facebook Reality Labs, into a separate division. Its core business
will be Facebook’s Family of Apps (FoA), including Instagram, Messenger and
WhatsApp.
Meta said its Family of Apps saw revenue of $32.79 billion with operating
income of $15.89 billion in the fourth quarter. Its Reality Labs segment made
$877 million in revenue in the quarter with an operating loss of $3.3 billion.
For the fourth quarter, Facebook is proving to be an outlier among the top
tech companies. Its results come a day after Alphabet cruised past estimates,
sending its stock higher on Wednesday. Apple and Microsoft also topped
estimates on profit and revenue. Despite a January stock slump across tech,
the industry giants, other than Netflix, have delivered uplifting earnings
reports, reminding investors of the power of their dominant businesses even
in a challenging macro environment.
As of Wednesday’s close, the company’s shares are down about 4% this year.
心得/評論：
EPS 不如預期
財報展望不如預期
活躍用戶成長趨緩
META 現在盤後 -21%
市值蒸發快 200B
這比 NFLX 還誇張
搞不好有創什麼史上一天跌掉最多市值紀錄
--
※ 發信站: 批踢踢實業坊(ptt.cc), 來自: 1.163.179.197 (臺灣)
※ 文章網址: https://www.ptt.cc/bbs/Stock/M.1643840820.A.E19.html
好也沒漲幾根毛
差一點點就被重重教訓
我對美股今年表現不敢樂觀
比 M 和 G 都還肥
珍惜生命，遠離社群股
※ 編輯: qk123 (1.163.179.197 臺灣), 02/03/2022 08:58:07
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