那些你不可不知的社交媒体巨头交易所交易基金(ETFs)

摘要

社交媒体商业模式的竞争优势

主要收入来源

步入成熟后的持续增长

为了避免收入增长因社交媒体的广告支出增长下滑而下降,社交媒体公司必须不断创新,以改进其现有产品,并创造出新产品。这样可使公司进入行业生命周期的更新阶段,以重振其收入增长。

图6:产品 / 行业生命周期

社交媒体公司有一个系统的蓝图来维持其可扩展的收入增长。增长公式如下:

图7展示了整个正向反馈循环的流程

图7:脸书生命周期的正向反馈循环

通过鼓励增加对公司不同产品和服务的使用,社交媒体公司能够使其收入流多样化,并提高每用户平均收入 (ARPU) ,以抵消用户增长放缓的影响。新产品和新服务的加入也为广告商提供了新的广告渠道,让他们能够碰触到目标受众,并以不同的形式来展示其内容。

事实证明,通过微故事形式提供视频片段和照片幻灯片,在社交媒体用户中相当受欢迎。这个理念起源于 2013 年的 Snapchat (NYSE: SNAP) ,以迎合向互动或视觉内容的转变。Facebook 设法将同样的概念融入到其产品套件中,以缓解年轻用户向竞争对手平台的流失。

今天,故事广告形式对 Facebook 来说是一个具有吸引力的增长机会 – 每天有超过 5 亿的活跃用户在Facebook 故事系列上发布内容,300 万广告商通过 Instagram, Facebook 和 Messenger 使用故事广告接触其客户。

交易所交易基金 (ETFs) 

各式各样的主题交易所交易基金 (ETFs) ,允许投资者获得社交媒体和互联网行业的敞口。投资者可以采取前瞻性的投资方式,利用不同的社交媒体必须提供的货币化策略的增长机会。以下是一些提供社交媒体和互联网敞口的ETFs 例子。

交易所交易基金(ETF) Global X Social Media ETF Nikko AM Global Internet ETF Invesco NASDAQ Internet ETF First Trust Dow Jones Internet ETF Samsung CSI China Dragon Internet ETF
代码 SOCL 3072 PNQI FDN 2812
交易所 纳斯达克(NASDAQ) 香港交易所(HKEx) 纳斯达克(NASDAQ) 纽约证券交易所(NYSE Arca) 香港交易所(HKEx)
资产管理规模(AUM) USD 134.91 million USD 22.27 million USD 552.90 million USD 8.11 billion HKD 147.31 million
净费用比率 0.65% 0.88% 0.62% 0.52% 1.80%
持股数 42 31 82 42 30
前三大控股 –腾讯控股有限公司(HKEx:0700)
–Facebook Inc (NASDAQ:FB)
– Naver Corp(KRX:035420)
–阿里巴巴集团控股有限公司(NYSE:BABA)
–腾讯控股有限公司(HKEx:0700)
– Alphabet Inc Class A (NASDAQ:GOOGL)
– Netflix Inc(NASDAQ:NFLX)
– Alphabet Inc Class C(NASDAQ:GOOG)
– Facebook Inc(NASDAQ:FB)
–亚马逊公司(纳斯达克:AMZN)
– Facebook Inc(NASDAQ:FB)
–思科系统(NASDAQ:CSCO)
– 腾讯控股有限公司(HKEx:0700)
– 阿里巴巴集团控股有限公司(NYSE:BABA)
– 美团点评 (HKEx:3690)

本文为英文翻译版本,仅供参考,一切请以英文版本为准。如果有想了解更多全球股市资讯,请关注微信公众共 “辉立资本新加坡” (SGPSPL)。同时提供在线免费开设股票账户,一个账户轻松交易美股,港股,新加坡股,中国A股,越南股票,韩国股票,德国股票,马来西亚股票,泰国股票,印尼股票,菲律宾股票,日本股票,澳大利亚股票,台湾股票,加拿大股票,英国股票,法国股票,荷兰股票,葡萄牙股票,比利时股票,土耳其股票

联系我们开设账户

需要帮助吗?请分享您的详细资料,我们会给您答复。

IMPORTANT INFORMATION

This material is provided by Phillip Capital Management (S) Ltd (“PCM”) for general information only and does not constitute a recommendation, an offer to sell, or a solicitation of any offer to invest in any of the exchange-traded fund (“ETF”) or the unit trust (“Products”) mentioned herein. It does not have any regard to your specific investment objectives, financial situation and any of your particular needs. You should read the Prospectus and the accompanying Product Highlights Sheet (“PHS”) for key features, key risks and other important information of the Products and obtain advice from a financial adviser (“FA“) pursuant to a separate engagement before making a commitment to invest in the Products. In the event that you choose not to obtain advice from a FA, you should assess whether the Products are suitable for you before proceeding to invest. A copy of the Prospectus and PHS are available from PCM, any of its Participating Dealers (“PDs“) for the ETF, or any of its authorised distributors for the unit trust managed by PCM.  

An ETF is not like a typical unit trust as the units of the ETF (the “Units“) are to be listed and traded like any share on the Singapore Exchange Securities Trading Limited (“SGX-ST”). Listing on the SGX-ST does not guarantee a liquid market for the Units which may be traded at prices above or below its NAV or may be suspended or delisted. Investors may buy or sell the Units on SGX-ST when it is listed. Investors cannot create or redeem Units directly with PCM and have no rights to request PCM to redeem or purchase their Units. Creation and redemption of Units are through PDs if investors are clients of the PDs, who have no obligation to agree to create or redeem Units on behalf of any investor and may impose terms and conditions in connection with such creation or redemption orders. Please refer to the Prospectus of the ETF for more details.  

Investments are subject to investment risks including the possible loss of the principal amount invested. The purchase of a unit in a fund is not the same as placing your money on deposit with a bank or deposit-taking company. There is no guarantee as to the amount of capital invested or return received. The value of the units and the income accruing to the units may fall or rise. Past performance is not necessarily indicative of the future or likely performance of the Products. There can be no assurance that investment objectives will be achieved.  

Where applicable, fund(s) may invest in financial derivatives and/or participate in securities lending and repurchase transactions for the purpose of hedging and/or efficient portfolio management, subject to the relevant regulatory requirements. PCM reserves the discretion to determine if currency exposure should be hedged actively, passively or not at all, in the best interest of the Products.  

The regular dividend distributions, out of either income and/or capital, are not guaranteed and subject to PCM’s discretion. Past payout yields and payments do not represent future payout yields and payments. Such dividend distributions will reduce the available capital for reinvestment and may result in an immediate decrease in the net asset value (“NAV”) of the Products. Please refer to <www.phillipfunds.com> for more information in relation to the dividend distributions.  

The information provided herein may be obtained or compiled from public and/or third party sources that PCM has no reason to believe are unreliable. Any opinion or view herein is an expression of belief of the individual author or the indicated source (as applicable) only. PCM makes no representation or warranty that such information is accurate, complete, verified or should be relied upon as such. The information does not constitute, and should not be used as a substitute for tax, legal or investment advice.  

The information herein are not for any person in any jurisdiction or country where such distribution or availability for use would contravene any applicable law or regulation or would subject PCM to any registration or licensing requirement in such jurisdiction or country. The Products is not offered to U.S. Persons. PhillipCapital Group of Companies, including PCM, their affiliates and/or their officers, directors and/or employees may own or have positions in the Products. Any member of the PhillipCapital Group of Companies may have acted upon or used the information, analyses and opinions herein before they have been published. 

This advertisement has not been reviewed by the Monetary Authority of Singapore.  

 

Phillip Capital Management (S) Ltd (Co. Reg. No. 199905233W)  
250 North Bridge Road #06-00, Raffles City Tower ,Singapore 179101 
Tel: (65) 6230 8133 Fax: (65) 65383066 www.phillipfunds.com