相比 Alphabet 股票,更看好 META 股票,这一偏好贯穿今年大部分或全部时间,理由是 META 营收增长 28% 而 Alphabet 为 24%,META 营收更高、员工更少,且员工人数减少 1%,而 Alphabet 为增长更慢的业务招聘了 12,000 人。
逐段跳播
Alphabet、Amazon、MetaPlatforms 和 Microsoft 的财报,是我最期待看到的结果之一。
The earnings results of Alphabet, Amazon, MetaPlatforms, and Microsoft are among the results I am most eagerly looking forward to seeing.
这个数字正好处在两者之间:Amazon 上一季度营收增长 20%,Meta Platforms 增长 28%。
This figure falls in the middle between Amazon, which recorded revenue growth of 20% in its last quarter, and Meta Platforms, which recorded growth of 28%.
我注意到 Alphabet 与 Meta Platforms 相比一个有意思的地方:在截至 6 月 30 日的三个月里,Alphabet 出现了小幅招聘潮。他们现在有 198,900 名员工,而去年同期为 187,000 名。
这比 Meta Platforms 多增加了约 12,000 名员工,而 Meta Platforms 同期员工人数下降了 1%。
One interesting thing I've noticed about Alphabet compared to Meta Platforms is that Alphabet experienced a slight hiring surge in the three months ending June 30. They now have 198,900 employees compared to 187,000 at the same time last year.
This is an increase of approximately 12,000 employees compared to Meta Platforms, which saw a 1% decrease in the number of employees during the same period.
因此,Meta Platforms 上一季度营收高于 Alphabet,员工人数却更少。这让我印象非常深刻;而 Alphabet 实现了 24% 的营收增长,比 Meta 慢 4%,而且他们为了实现这个目标还不得不多招了 12,000 名员工。
Therefore, Meta Platforms generated more revenue than Alphabet in its last quarter, and had fewer employees. That was really impressive to me, while Alphabet achieved revenue growth of 24%, which is 4% slower than Meta, and they had to hire an additional 12,000 employees to achieve that goal.
有一点值得记住,这也是我提到今年大部分时间、实际上全年都更看好 MetaPlatforms 股票而非 Alphabet 股票的原因之一。
Something to keep in mind, and it is one of the reasons why I mentioned that I prefer MetaPlatforms stock to Alphabet stock for most of this year, indeed all of this year.
这个频道对 $META 的历次判断
Parkev Tatevosian, CFA 在这只股票上共 9 条判断,这里只列相邻的几条。