Ukwesaba kwabatshalizimali abaningi mayelana neqiniso lokuthi amafemu amakhulu ngemuva kokugqekeza okubukhali kudidekile yiMiluls, ababezitholayo ngesikhathi sokuhlaselwa, abanaziswa: Abanye babadlali abakhulu abadlula konke okulindelwe.
Ezinyangeni ezintathu ezedlule, abatshalizimali ikakhulukazi bagwema amasheya ezilo zobuchwepheshe, ukutshala imali ekwandeni kwe- "cyclic" nezinkampani zezinkampani eziphansi, ngethemba lokuthi lezi zizozuzisa kakhulu ekubuyiselweni komnotho futhi zizobhekana nomonakalo odalwe ngu okhiye.
Kepha ngokuzumayo abuye futhi athandwa ngesonto eledlule ngemuva kokufika kwesimemezelo ezinkampanini ezintathu ezine-mega capitalization. Njengoba sesifunde imiphumela yalezi zinto ezinkulu zezobuchwepheshe zekota yokugcina, ingaphethwa ngokuthi amasheya awo asenethuba lokukhula.
1. I-Microsoft.
Ngokombiko wayo wokugcina wekota, iMicrosoft (NASDAQ: MSFT) akhombise ukukhula kokuthengisa ngo-17%, okudlula ukuhlolwa komhlaziyi. Lokhu kukhula kwabangelwa ukwanda kwesidingo sobuchwepheshe befu kanye nesoftware software kusuka ekusebenzeni ngaphandle kwendlu.
Imali engenayo yesikhathi esiphela ngoDisemba 31, yavuka ibe ngama- $ 43.1 billion, le yikota yeshumi nane kulandelana lapho ukukhula kwemali engenayo ye-Microsoft kubonakala ngezinombolo ezinamadijithi amabili. Ukwanda kokuthengisa ngezindlela eziningi ezinikelwe ekwahlukanisweni kwe-azure, okwabandakanyeka ebuchwepheshe befu, inzuzo yayo yagxuma ngo-50%.
Umthuthukisi weWashington omkhulu ngesikhathi sobhubhane akazange ayeke ukuthola imali, ngoba abasebenzi abaningi kwadingeka bahlale ekhaya futhi balondoloze ukuxhumana ngosizo lwamadivayisi nezinsizakalo ezinikezwe yinkampani.
Ngasikhathi sinye, amaklayenti ebhizinisi leMicrosoft ngejubane elisheshayo athuthelwa ebuchwepheshe befu, ngenxa yalokho abangagcina idatha futhi bakwazi ukwethula izinhlelo zokusebenza nge-Intanethi, futhi i-teleconference yaba yinto evamile. Ngenkathi amayunithi amasha echuma, imikhiqizo yenkampani ethuthukiswe ngaphambili evela kubo ayinacala ngemuva. Kwikota yokugcina, ukuthengiswa kwamakhompyutha uqobo kwandisiwe, ngokulandelana, ukuthengiswa kohlelo olusebenzayo lweWindows lwanda, futhi imali engenayo evela emidlalweni okokuqala idlula ama- $ 5 billion kwikota eyodwa.
Ukubikezela kwalokhu kuhlukaniswa kathathu kwikota yokuqala yalo nyaka nakho kudlula ukucabanga kwabahlaziyi. Isiqhwaga sezobuchwepheshe esabelo sakhe ngonyaka owedlule sanda ngo-41%, silindele ukuthi kube ngu-2021 ukuba angaphumeleli kangako.
2. Netflix.
Ukumangala okukhulu kwethulwa yi-Netflix Deacting Piolooble (NASDAQ: Nflx), okuyinto, naphezu komncintiswano onzima, ama-ditch skeptics. Le sevisi inababhalisile abangaphezu kwezigidi ezingama-200, futhi inkampani yathi akusadingeki izikhwama ezibolekwe. Manje uhola imali eyanele yokukhokha ukukhiqizwa kwemibukiso yethelevishini namafilimu ngaphandle kwemali mboleko.
Izilaleli zeNetflix zanda, yize iqiniso lokuthi izinsizakalo zokusakazwa ziqala ukuhlinzeka ngezinkampani eziningi, kufaka phakathi i-Disney + Nyse Disney (NYSE: I-DIS), i-Apple TV + kusuka ku-Apple (NYSE Lezi zinkampani zizama ukubamba isabelo semakethe eNetflix, ezinenzuzo yephayona.
Abahlaziyi abaningi bakholelwa ukuthi kunzima ukulwa netflix, nokuthi inkampani yathumba imakethe ngenxa yokunikezwa kwe-mediocre ikakhulukazi. Izimbangi eziyingozi kakhulu zenkampani, njengeWalt Disney ne-AT & T, zibalwe kanzima, ngoba isimo sazo sezezimali sinyakazisiwe ngenxa yobhubhane.
Ngenkathi i-Covid-19 iyaqhubeka nokuhlwanyela isiyaluyalu emkhakheni wefilimu nethelevishini, iNetflix, ngokusho kwenkampani, manje izinto ezingaphezu kuka-500 esiteji sokugcina noma esilungele ukukhipha ipulatifomu. Ngokusho kweWall Street Journal, ngeledlule Inkampani yembula uhlu lwamafilimu azohamba epulatifomu njalo ngeviki le-2021. Kulonyaka, amasheya weNetflix akhuphuka ngo-4%, futhi ngonyaka owedlule - ngo-66%.
3. AMD.
Amadivayisi amancane athuthukile (NASDAQ: AMD) aphinde afakazela ukuthi ukulungele ukuthwebula isabelo esikhulu semakethe ngenkathi umncintiswano wayo, i-Intel Corporation (NASDAQ: I-ITC) ukulwa nobunzima bokukhiqiza.
I-AMD ibike inzuzo ye-net ye-quarter yesine yama- $ 1.78 billion, noma u- $ 1.45 isabelo ngasinye, uma kuqhathaniswa nama- $ 170 wezigidi, noma $ 0.15 isabelo ngasinye ngonyaka owedlule. Imali engenayo inyuke ngo-53%, kuya ku- $ 3.2 billion. Ngemuva kokuthola imali engenayo ngekota yokugcina, umenzi weCalifornian Microcircuit ubikezela ukukhula ngokuzayo.
Imali engenayo yekota yokuqala izoba ngu- $ 3.2 billion, kanye / minus $ 100 million. Abahlaziyi baphinde bahlole imali engenayo yesikhathi esizayo engama- $ 2.73 billion. Okwe-2021, inkampani ihlela ukwandisa ukuthengisa ngama-37%, okuphezulu kakhulu nokulindelwe komgwaqo wall.
I-AMD ilwele ukuze i-Survival emakethe ethathwe yi-Intel, umkhiqizi omkhulu we-microcicuds. I-AMD isiphenduke uhlobo oludumile ngenxa yokuthi bakhanga abakhiqizi bamaqembu esithathu futhi babonise imikhiqizo emisha nenamandla ngokwengeziwe ngaphambili kune-Intel. Lokhu kwaqinisa ukwanda okusheshayo kwesabelo semakethe kanye nokukhula kwamasheya e-AMD eminyakeni yamuva. Ngonyaka owedlule, amasheya e-AMD asuswe cishe ngo-90%, kanti amasheya e-Intel ayengama-20% esikhathini esifanayo.
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