爲何高盛看漲Snap卻看跌Twitter？
高盛(Goldman Sachs)針對兩家社交媒體公司Snap(SNAP.US)和Twitter(TWTR.US)給予了不同的看法。
該機構在首次給予Snap(SNAP.US)時將“買入”評級時，稱其爲調查覆蓋報告中增長最快的公司之一。高盛表示，在全球用戶增長、平臺革命和產品發展的推動下，該公司在未來三年的目標--50%以上營收增長率，實現的可能性變得越來越大。高盛還認爲，該公司正擴大其盈利能力，預計息稅折舊攤銷前利潤率將從2021年的-13%上升到2026年的40%。同時，平臺和產品的創新將繼續推動其增長領先於行業水平。
高盛預測，Snap在2021-2026年的營收複合年增長率約爲41%(這要歸功於核心廣告領域的用戶增長、廣告價格上漲和產品創新)。同時給予該公司股票目標價90美元，這意味着27%的上漲空間。
相反，高盛給予另一家社交媒體平臺--Twitter“賣出”評級，並稱其不太像一個社交媒體平臺，其發展方向更多地偏向一個具有差異化的媒體發佈平臺。
高盛表示，Twitter主要的問題在於該公司能否在改變其核心應用，以吸引更廣泛、規模更大的用戶基礎的同時，針對平臺目前的用戶分佈狀況，執行更有利可圖的盈利機會。”
高盛預計該公司未來五年的年複合增長率約爲17%，預測廣泛低於當前的共識，並給予60美元的目標價。該目標價與當前59.55美元的定價幾乎一致，意味着增長空間不大。
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