原文发表于美国时间2021-4-26
发生了什么事情？
Snapchat的母公司Snap公司在上周晚些时候公布了好于市场预期的第一季度业绩财报，该公司的股价在周五大涨6%。
这意味着什么？
上一季度平均每日有2.8亿用户使用Snapchat，多于投资者预期。这是由于这种眼球聚焦（或注意力从其他地方的分散），Snap公司向广告商出售了价格更高的广告，意味着公司的营收同样超过市场预期。
加上成本控制方面的努力，Snap公司的每股盈利达到盈亏平衡，分析师此前的预期是略微亏损。
仍有其他的利好消息。Snap公司的现金流（经过必须的再投资后剩余的资金）创下了该公司上市4年以来的首次季度为正。Snap公司预期第二季度的收入将同比增加80%-85%，超过投资者预期。
为何值得关注？
对于市场而言：Snap的利好同样是推特的利好因素
Snap公司的股价在周五上涨，社交媒体领域的竞争对手推特公司的股价也随之上涨。这并不令人奇怪：两家公司的股价在今年大部分时间里的走势一致。
尽管Snap公司的强劲财报对于推特公司即将公布的季度财报是个好迹象，对于广告市场巨头Facebook和谷歌公司母公司Alphabet而言，同样的配方是否成立尚未可知。虽然成本的增加，在两家公司本周公布新季度财报之前，好坏参半的信号越来越多。
更大的图景：Apple的日子可能屈指可数
Snapchat上周表示，近期的数据显示其安卓用户已经超过了苹果手机用户。这种用户数量的变化可能意味着比投资者意识到的更大的意义：随着苹果公司新隐私政策的发布，使得广告在其平台上的效用降低，广告商和应用程序开发者可能开始更多押注于安卓系统。
这篇文章已被翻译成中文。原英文作者Finimize。如英文版本和中文版本之间有任何不一致，以英文版本为准。该文章中的分析仅为提供信息，不是也不应该被视为推销或招揽购买任何证券。文章中讨论的一般市场活动、行业或领域趋势、或其它基于广泛的经济或政治条件的内容，不应被解释为研究结果或投资建议。讨论中提及包括的特定证券、商品、货币、或其它产品均不构成IB推荐购买，出售或持有此类投资的建议。本材料不是也不意图针对个别客户的特定财务条件、投资目标或要求。在根据本材料采取行动之前，您应该考虑是否适合您的具体情况，并在必要时寻求专业建议。
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