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图6、FAAMG近5年净利率情况
图6、FAAMG近5年净利率情况
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所属报告:
计算机行业2022年年度策略:峰回路转掘金中国FAAMG-211116(59页).pdf
打包全文图表
相关数据
从市值占比趋势来看,目前能源股有点类似早期的FAAMG
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行业数据
2022-11-24
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2010~2022年Crypto及FAAMG市值对比
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行业数据
2022-10-27
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北美FAAMG资本开支连续增长(百万美元)
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行业数据
2022-05-24
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图5、FAAMG近5年毛利率情况
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2021-11-16
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图11、A股计算机公司与FAAMG对比研究
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行业数据
2021-11-16
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图8、FAAMG近5年经营性净现金流/净利润情况
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行业数据
2021-11-16
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图7、FAAMG近5年研发投入/营业总收入情况
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行业数据
2021-11-16
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图4、FAAMG近5年净利润增速情况
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行业数据
2021-11-16
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9M21FAAMG资本开支合计同比增长40.64%(单位:百万美元)
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行业数据
2021-11-16
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图10、FAAMG近5年资产负债率情况
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行业数据
2021-11-16
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图9、FAAMG近5年ROE情况
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行业数据
2021-11-16
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图3、FAAMG近5年营收增速情况
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行业数据
2021-11-16
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FAAMG收入同比增速
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行业数据
2021-10-27
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FAAMG净利润同比增速(non-GAAP)
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行业数据
2021-10-27
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2016-2020 年营收复合增速的均值为 20%左右,净利润复合增速的均值为 40%左右;其中,2021 年前三季度,营收、净利润增速的均值分别为 33.8%、63.9%。在利润率方面,2016-2020 年的毛利率均值为 57%左右,净利率均值为 21%左右;其中,2021 年前三季度,毛利率、净利率的均值分别为 58.2%、26.7%。FAAMG持续增长的业绩,以及较高的利润率水平,一定程度上依赖于其所处赛道的强规模效应以及其龙头地位。
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计算机行业2022年年度策略:峰回路转掘金中国FAAMG-211116(59页).pdf
表8、2021Q3计算机基金持仓前二十名公司名单
表7、FAAMG的业务模式及核心优势
表28、2021年重点医疗IT建设政策梳理
表27、国有银行与股份制银行DCEP试点情况
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