“India has been at the centre of our global creator strategy, not just because it’s one of our fastest-growing markets, but also because it’s one of the biggest contributors to content on Snapchat,’’ said Saket Jha Saurabh, director and head, content and AR partnerships, The count of official Snap Stars (“This is a result of sustained efforts to build an inclusive and thriving creator ecosystem. That’s why we’ve invested in initiatives like ‘Snapchat Creator Connect’, reaching creators beyond metros, in the ...

Snapchat's attempts to tailor its app, features, and content experience to suit local tastes, aesthetic sense, culture and user behaviour have seen its popularity soar in India. The time spent watching content on the American multimedia instant messaging app has doubled in India over the past two years, boosted by its efforts to customize the service and deepen engagement with Gen Z, whom it views as its key target audience, a top company official said. The company declined to share the exact time spent on ...

Welcome back to NextGen Investing. It's time to discuss our under 30 name today. That being Snap with a near 12% rally last week.So, an outperformer driven by some of the uncertainty of Tik Tok as well as some product innovation. But joining us now is George Tis, senior markets correspondent for the network for some more insight here where Snap, it's interesting to see the strength tied to Tik Tok. George, I don't know if I would necessarily read this as a good thing, but okay.Clearly the street is So, in r ...

Shares of Snap Inc. (NYSE:SNAP) are trading higher on Monday in heavy volume. The parent company of Snapchat continued its premarket rally after the opening bell and rose over 10% before paring some gains. According to chatter on the popular Reddit ...

[Music] Hello and welcome to Morning Brief Market Sunrise. I'm Raman Karali live from Yahoo Finance Studios in London. It's Monday 22nd September.Coming up on the show, well, after another record-breaking day on Friday, stocks look set for a more muted start to the week. Gold though continues to march upwards. Big tech firms are sent scrambling after President Trump's visa announcement and Chinese EV maker BYD sees its shares slide after a big thumbs down from Warren Buffett's Barkshire Haway.So grab your c ...

行业概览 - 虚拟现实技术已成为增长最快的技术之一 通过头显和交互设备提供沉浸式3D环境 正重塑游戏、医疗、培训和文化保护等多个行业 [1] - 游戏领域VR市场价值在2023年达到约179.6亿美元 预计到2032年将以30.4%的年复合增长率增长 [2] - 北美地区占据全球VR市场超过三分之一份额 引领行业发展 [2] 应用领域拓展 - 医疗行业采用率上升 VR被用于培训医疗专业人员的沉浸式模拟和改善患者治疗体验 [3] - 文化市场创新应用包括通过增强现实体验叙利亚塞德纳亚监狱 体育市场应用如伯恩利足球俱乐部提供"虚拟座位"观赛体验 [4] - 主要科技公司正大力投资软件和硬件开发 使技术对日常用户更易获取和交互 [2] 投资方法论 - 使用Finviz股票筛选器编制VR公司名单 根据2025年第二季度对冲基金持股数量进行筛选 [7] - 最终名单按对冲基金持有者数量升序排列呈现13只最佳VR股票 [7] - 关注对冲基金集中持股的股票 因模仿顶级对冲基金选股可超越市场表现 [8] 重点公司分析 - Snap Inc (NYSE:SNAP)获得35家对冲基金持有 被JMP证券维持"市场表现"评级 营销人员反馈平台表现积极 [9] - Snap平台在Meta和谷歌之后提供最大增量覆盖范围 Spotify指出赞助Snaps因低CPM而表现优异 对年轻消费者吸引力强 [10] - Best Buy Co Inc (NYSE:BBY)获得44家对冲基金持有 与Uber Technologies合作通过Uber Eats平台配送电子产品 [12] - 超过800家Best Buy门店参与合作 提供耳机、充电器、笔记本电脑、游戏设备、VR头显和小家电的按需或预约配送服务 [13]

Meta is a great company -- but its revenue concentration and platform dependence argue for a valuation discount versus its megacap tech peers.Meta Platforms (META 0.53%) financial results have been impressive in the first half of the year. Its strong growth has been fueled by robust advertising demand and an engaged user base across its social media apps. The company, which owns Facebook, Instagram, WhatsApp, Messenger, and Threads, is making significant investments in artificial intelligence (AI) and innov ...

全球广告支出与数字广告增长 - 2025年全球广告支出预计增长4.9%至9920亿美元 数字广告支出预计增长7.9%至6787亿美元 [2] Meta Platforms核心优势 - 全球用户规模达34.8亿 通过Facebook、WhatsApp、Instagram、Messenger和Threads覆盖全球用户 [1] - 专有机器学习系统Andromeda采用NVIDIA技术驱动广告推荐 AI推荐模型使Instagram广告转化率提升5% Facebook提升3% [2] - AI推荐系统推动Facebook用户使用时长增长5% Instagram增长6% 视频观看时长同比增长超20% [3] - Meta AI月活跃用户超10亿 覆盖200多个国家和地区 重点发展个人AI助手 [4] - Ray-Ban Meta智能眼镜销售加速增长 [4] - 2025年第三季度广告收入预期484.4亿美元 同比增长超21% [5] - 2025年每股收益预期28.13美元 较30日前上调0.5% 较2024年增长17.9% [10] - 股价年内上涨33% 远期市销率8.99倍 [12][15] Snap核心优势 - Snapchat月活跃用户超9亿 [1] - 电商广告量同比增长39% Sponsored Snaps等新广告格式转化效果显著 [6] - 日活跃用户达4.69亿 同比增长8.6% 在Z世代用户中渗透率较高 [7][8] - Snapchat+订阅用户接近1600万 提供Lens+等AI视频特效和独家功能 [8] - Spectacles设备在消费级和企业级市场提供差异化沉浸式体验 [9] 财务表现对比 - Snap 2025年每股收益预期0.25美元 过去30日未调整 较2024年下降13.79% [11] - 股价年内下跌28.1% 远期市销率2.06倍 [12][15] - 两家公司估值均偏高 Meta价值评分D级 Snap评分F级 [15] 行业竞争地位 - AI技术投入驱动用户参与度和广告收入增长 [1][2][3] - 数字广告支出增长趋势为社交平台提供发展机遇 [2][18] - Meta凭借更大用户规模、AI计划及上调的盈利预期具备相对优势 [18]

澳大利亚社交媒体新规核心内容 - 澳大利亚政府禁止16岁以下儿童使用社交媒体平台 但不会强制要求平台对所有用户进行年龄验证[1] - 政府要求包括Facebook Snapchat TikTok和YouTube在内的平台采取合理措施防止未成年人访问[1] - 社交平台将采用多层年龄检查方法而非普遍验证方式[3] 监管要求与合规措施 - 平台必须采取合理步骤检测并停用未成年用户账户[2] - 社交平台若违反规定将面临最高4950万澳元罚款[3] - 电子安全专员确认平台无需对每个澳大利亚用户进行年龄验证即可实现合规[3] 行业反应与实施挑战 - 社交媒体公司批评新法规模糊 存在问题且缺乏足够细节[2] - 电子安全专员承认没有单一解决方案能完美执行这项世界首创的立法[3] - 独立研究发现年龄验证可以私下有效进行[4] 儿童在线保护扩展措施 - 电子安全委员会正在引入额外规则保护儿童免受包括色情内容在内的有害在线内容侵害[4] - 新规则将针对被专员描述为合法但有害 对年轻用户构成风险的内容材料[4] - 游戏平台Roblox公司已同意在澳大利亚实施新的保护措施防止成人诱骗儿童[4]

股价表现 - 公司股价在最近交易日收于705美元 单日下跌316% 表现逊于标普500指数03%的涨幅 道指下跌048% 纳斯达克指数微涨003% [1] - 此前交易日股价上涨014% 但落后于计算机与科技行业31%的涨幅和标普500指数209%的涨幅 [1] 业绩预期 - 预计季度每股收益006美元 同比下降25% 季度营收预计149亿美元 同比增长882% [2] - 年度每股收益预期026美元 同比下降1034% 年度营收预期588亿美元 同比增长968% [3] 估值指标 - 公司远期市盈率2841倍 较行业平均市盈率3158倍存在折价 [6] - 市盈增长比率077倍 显著低于互联网软件行业平均234倍的水平 [7] 分析师评级 - 过去30天内共识每股收益预测下调154% [6] - 公司目前获Zacks第三级持有评级 [6] - 所属互联网软件行业在Zacks行业排名中位列第76位 处于所有250多个行业的前31%分位 [7] 行业表现 - 互联网软件行业隶属计算机与科技板块 行业排名前50%的组别表现优于后50%组别达2比1 [7][8]