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RBC Capital警示META、GOOGL、AMZN关税风险敞口问题
投资者也在评估广告支出在潜在经济下滑中的韧性,特别关注META最近的表现是否能抵消通常更持久的意图/搜索型广告相比冲动/社交广告的特性。尽管如此,关于在经济状况恶化时,GOOGL或META哪家公司的广告支出会表现更好,仍存在争议。
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