Earlier, Yan Cai had already summarized the overall situation of the US stock industry in the first quarter.Yan Caijun published a series of articles to conduct an in-depth analysis of the current economic situation in the US and the emerging trends focusing on the industry.
If we wanted to summarize the first quarter of the US technology industry, through the financial reports of key companies, Yan Caijun thought it could be summarized into the following 4 key points:
▷ The macro environment is becoming more and more complex. High inflation has had a big impact on many industries, and the 2C Internet is under overall pressure
▷ Omicron toxicity declined, social activities gradually returned to normal, and stocks benefiting from the pandemic fell to the altar
▷ The competitive environment on the Internet has deteriorated, and “volume” has seriously deteriorated
▷ The 2B-side business is generally stable. In particular, the cloud computing industry is still growing rapidly
These three issues have actually affected the fundamentals of various US stock companies. We can see signs of greater or lesser degree from the published company results, and further affected the profit expectations of US stocks.
In the process of the Federal Reserve's interest rate hike and pressure valuation process, the emergence of several factors led to a situation where US stocks lost their performance, causing Davis to double hit.
So, what is the overall situation of the domestic Internet industry, which has been under high pressure of antitrust and regulation for over a year? Which industries are still under pressure? What are some other highlights, let's take a look.
1. The overall situation of the domestic Internet industry: user dividends have peaked, and under anti-monopoly, they all show their ingenuity
The overall situation was mainly analyzed based on QuestMobile's April report, mainly for this round...