저자: Olbarun · 한국인
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결론: 애플과 빅테크는 단기 조정일 뿐 장기 성장 추세가 유지된다는 전망이 주된 메시지다. 출연자 전망: 제목 속 Dan Ives는 애플 목표가를 $150으로 제시하며 기술주 옹호 입장을 보인다. 진행자는 Ives가 Cathie Wood와 비슷하게 단기 조정 후 성장 지속을 본다고 설명한다. 긱경제 규제 이슈: 캘리포니아 AB5(노동자 재분류) 법안이 2019년 7월 캘리포니아 고용위원회를 통과했다. Barclays 추정으로는 Uber와 Lyft가 운전자 1인당 연간 약 3,625달러의 추가 세금 부담을 지며, Uber 연간 손실은 약 404억 달러로 예상됐다. 주민투표 대응: Uber와 Lyft는 Prop 22 주민발의로 맞서며 법안 예외를 요구했고, 법안이 통과되지 않으면 영업을 중단하겠다고 밝혔다. 투표 결과가 찬성 쪽으로 굳어지면서 두 회사 주가가 단기간에 급등했다는 설명이다. 대선 관련: 바이든 쪽으로 기우는 상황이며 공화당 우세 시 단기적으로 기술주에 상대적으로 우호적이라는 진행자의 견해가 나온다. 기타: 영상 자막 상당 부분이 자동인식 오류로 판독이 어렵고 맥락이 불명확하다.
다듬은 글
Hello, this is Olbarun. Nice to meet you. Today, we plan to discuss the "Coat" (C), which contains news regarding Apple and the "Beast," along with an interview with Knives. You are likely familiar with Knives as one of the figures frequently discussed during the "Curse of Wall Street" segment. We mainly heard about him in the context of Apple and the "Tesla Hell." Regarding his thoughts on tech stocks, his stance can be seen as somewhat similar to that of Caskwood.
In short, he believes that we are currently merely in a short-term correction phase; the growth trend has not ended, and market trends are shifting as consumer choices change. Therefore, he thinks we are still experiencing a long-term growth phase. Before we look at this, there is something we need to briefly review.
Do you see it here? There is content labeled "A B 5," and there is also content labeled "Two Two." Although this was overshadowed by the US presidential election, it was a significantly important issue for companies. To give you an idea of its significance, for example, Uber rose 14% and Lyft rose 11% because it seemed likely to pass.
" A B 5" refers to this kind of law. It is a law regarding the "E" column. To give an example for Korea, I am referring to situations where people work "briefly" through Baedal Minjok's "Baemin Connect" or Coupang's "Coupang Flex." You have probably heard of this a lot and are familiar with it. Regarding this new labor market where workers work "briefly" only when there is demand, the argument was that since these individuals were originally independent contractors but now face weak labor law protections, they should be reclassified as employees.
This bill passed the California Employment Commission on July 10, 2019. While I cannot explain in a single moment the efforts these individuals put into creating this law, to put it simply, it was a law that made Uber and Lyft worry to the point where they wondered if they were conducting business in California.
According to research by Barclays, if this bill passed, Uber and Lyft would have to spend an additional $3,625 per person annually on various taxes for their approximately 130,000 and 80,000 drivers, respectively, because the drivers would be classified as employees as I mentioned earlier. Therefore...
In the case of Over, the projected annual loss was $40.4 billion, which was the state of affairs. Furthermore, as California is the center of this tech economy, there was fear that this would now spread to other states. Various on-demand platforms, such as Uber and Lyft—the ones mentioned earlier— pushed a California ballot initiative.
This is expressed as Pop 22. They planned to pass a ballot initiative that would grant exceptions to sharing economy companies, and so they lobbied extensively. Uber and Lyft stated that they would operate if the bill passed, and shut down if it did n't. The result showed the vote count solidifying almost in favor.
Consequently, the stock prices of Uber and Lyft were able to skyrocket in a short period. Now, everyone, the art is over. Thoughts on Apple and tech stocks in general will follow; let's take a quick look together. Ta-da! OS Nanjing armpit hair malicious comments almost Seoul Jung-gu one set each months now probably looking at which #25 how good Wes as icon reputation more than about 2.4 billion wr number Lapu-Lapu Phone is Juma Sean les first time gather gather don't you know operas song caps New York and you are 6f extrusion homage to nothing give me once and honey 4-pin tilt bewitched w x 2 v 2 fl oz float patch Ju I dragon touch add when Yoneda q resonance certification radish and mole number of why used it ball would be easy and what loosened lobby whether it hurts thanks to that strong pushing in grasping or hong a liter cash on delivery corte del sole knob with patience planned and tuition goal tent seating fire Sen without rt also cd very ahead day papa consultation powder foot darn block front seat shape vegetables even if pretty America stealth computer lost studio when saw then owl year or towards cannot wood do over whether you a lot of extrusion hu tangerines too why like this top menu popping note on winter camera I try doing it like this Awesome Lucen early in main cut Warface go stay administration v barely do you write osl Aoji Imsu expensive I will say in my heart doing When you came, it didn't ride so it went up.
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Oita Prefecture's daughter I'll do it What are your thoughts? As you all know well by now, regarding Mr. Wef, Naives is one of the strong supporters of tech stocks. However, Part 1 I also think that the flow of this poster itself is changing. Especially since I don't remember exactly who this person is, but in this MNAI era, just as AMD acquired the clip Ings and Nvidia acquired ARM, now the market capitalization of B-tech companies itself is another That is also being discussed regarding fundamentals.
Just like Alphabet, because a large market capitalization allows a company to acquire the firms it desires. I am not saying I fully agree, but it seems to be a new perspective. Now that six candidates remain, the situation actually looks to be tilting toward Biden. This may be news that you like or dislike, but given that a " Blue Wave" is unlikely to occur and it appears the Republicans will be favored, tech stocks appear to be in a somewhat favorable position in the short term. I hope you have a good day. Thank you. This was Ol Bara.
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