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廣告支出“盛況空前”,相關美股迎來機會
uSMART盈立智投 11-10 22:43

Bloomberg Media首席執行官Justin Smith於11月4日接受採訪時表示:“廣告支出的意外飆升真是史無前例,我在職業生涯中從未見過這樣的情況。”

Smith稱:“(廣告支出)從2020年下半年開始增長,尤其是第四季度,一直持續到2021年。數字廣告表現特別優秀,但即使是電視和印刷等傳統平臺也表現得非常好。”

Smith的言論得到了第三季度廣告科技股業績報告的證實。在公佈了季度報告後,谷歌(GOOG.US)股價再創歷史新高。Trade Desk(TTD.US)股價在分析師上調了對公司全年收益的預期後飆升,同時帶動其他廣告科技股上漲,包括PubMatic(PUBM.US)、Criteo(CRTO.US)、TechTarget(TTGT.US)和Cardlytics(CDLX.US)。 Perion Network(PERI.US)業績也超過了預期,股價在公佈收益後上漲了24%。

Taboola(TBLA.US)今天公佈了強勁的業績,並上調了全年業績指引。這表明廣告支出從第三季度到第四季度持續強勁。

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