FANNG過時了？分析師：現在得是MATANA，Meta和奈飛應該換成這三家
據報道，投資公司Constellation Research首席分析師兼創始人Ray Wang接受媒體採訪時表示，現在該重新確定科技巨頭食物鏈最頂端的企業了。
Ray Wang認爲，應該用MATANA取代之前的FAANG。MATANA是$微軟(MSFT.US)$、$蘋果(AAPL.US)$、$特斯拉(TSLA.US)$、$谷歌-A(GOOGL.US)$、$英偉達(NVDA.US)$和$亞馬遜(AMZN.US)$的首字母縮寫。此番調整後，去掉了原先的$Meta Platforms(META.US)$和$奈飛(NFLX.US)$，新增了、特斯拉和英偉達。
2013年，當美國財經評論員吉姆·克萊默（Jim Cramer）發明FAANG這個詞時，入選的許多公司都被視作行業新星，有望在各自的市場掀起一場風暴。Meta（當時名叫Facebook）和奈飛尤其如此。但Ray Wang認爲，現在應該重新評估這兩家公司的情況了。Meta尤其需要制定新的計劃。
“Facebook必須在廣告之外尋找新模式。”他說，“他們又一次因此而受到衝擊。那麼，新業務會是眼鏡嗎？會是元宇宙嗎？現在還沒有確定，這恰恰是挑戰所在。”
奈飛的問題在於增長前景以及它所擁有和缺乏的資源。由於該公司採用訂閱模式，所以Ray Wang對他們的未來發展潛力存在質疑。
“他們出局的原因在於，還有多少訂戶？你還能再多處理多少訂閱？”他說，“他們應該做植入廣告，還要做IP授權。看看$迪士尼(DIS.US)$是怎麼賺錢的。”
Ray Wang強調稱，微軟經常被視作老牌科技企業中的佼佼者，但他也應當被歸入最頂尖的科技領導者行列。事實上，之前的FAANG也經常被寫作FAAMNG，其中的M就是微軟。
“微軟不光做B2B業務和消費者業務，他們能夠同時在這兩個領域取得成功。”他說，“他們在元宇宙的定位很好，在雲計算的定位也很好。當然，他們還有遊戲業務。”
特斯拉和英偉達則是兩個新加入的企業。特斯拉作爲電動汽車的開拓者，如今早已廣爲人知。
“英偉達不只是芯片，也不只是數據中心或遊戲。”Ray Wang說，“他們還處在人工智能、元宇宙、未來計算和及其融合模式的邊緣，他們的發展方式將在相當一段時間內佔據主導。”
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