市值以一敵三
一年的時間，美股市場變化便翻天覆地。蘋果(AAPL.US)週三收盤時的市值爲2.307萬億美元，比谷歌母公司Alphabet(GOOG.US)、亞馬遜(AMZN.US)和Facebook母公司Meta(META.US)的總市值(2.306萬億美元)還要高。而在2022年初時，後者三家公司的總市值甚至爲4.410萬億美元，而蘋果當時的估值爲2.913萬億美元。
在自由現金流方面，上個季度，蘋果自由現金流爲200億美元，谷歌、Meta、亞馬遜的自由現金流分別爲160億美元、3億美元、- 50億美元。當然，一個季度的數據並不能反映全部情況。但蘋果公司正在實現大量的現金流，其他公司則不然。
這五家公司均發佈了最新季度財報，只有蘋果的財報引起了市場的積極反應，股價上漲。Mac的銷量飆升抵消了iPhone銷量疲軟帶來的不利影響，而該公司的收入和利潤都超過了預期。疲弱的增長、一些業務不佳和悲觀的指引給其他科技巨頭帶來了壓力，同時許多人對Meta實驗性地轉向元宇宙感到擔心，因爲在業務燒錢數十億的情況下，它缺乏對支出的考慮。
Bernstein高級互聯網分析師Mark Shmulik在這些科技巨頭上週發佈季度報告後寫道:“也許是投資者的預期，要求複雜的企業集團盡善盡美。或者，互聯網巨頭的敏捷程度遠不如我們想象的那樣，(它們)要麼無法、要麼不願適應不斷變化的運營環境。如果這只是結構性的，互聯網公司需要在他們成熟的年份投入越來越多的資本，以牽制競爭對手，那該怎麼辦?”
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