Ndi Filip Cholengeza munkhani: Nyengo ya zotsatira za chilimwe ikutha pang'onopang'ono, ndipo kotalali linabweretsanso zambiri zosangalatsa kuchokera kuseri kwa makampani apadziko lonse. Chimodzi mwazotsatira zomwe zinali zoyembekezeredwa mosakayikira chinali cha zimphona zaukadaulo. Ambiri aiwo adakwera boom ya AI m'miyezi yaposachedwa ndikuwona mitengo yawo ikukwera kuti ifike pokwera kwambiri. Koma kodi kukula kumeneku kunali koyenera? Katswiri wa XTB Tomas Vranka anathetsa pamodzi ndi anzake Jaroslav Brycht a Štěpán Hájk mutu uwu pa watsopano Kulankhula za misika. M'nkhaniyi, tikupereka chidule cha mfundo zofunika kwambiri kuchokera ku zotsatira Apple, Microsoft, Alphabet, Amazon ndi Meta.
apulo
Otsatsa akhala akudikirira zotsatira za Apple mwina kuposa makampani onse. Kwa miyezi ingapo tsopano, zambiri zakhala zikubwera kuchokera padziko lonse lapansi za kuchepa kwakukulu pakugulitsa mafoni am'manja ndi makompyuta. Komabe, Apple idatsimikizira izi pang'ono. Ngakhale kugulitsa ma iPhones kunatsika pang'ono chaka ndi chaka, silinali tsoka. Zogulitsa za Mac nazonso zidagwa, koma zochepa kuposa momwe amayembekezera. Komabe, adathandizira kwambiri Apple 8% kukula kwa ntchito - AppStore, Apple Music, Cloud, etc. Gawoli lili ndi malire pafupifupi kawiri poyerekeza ndi kugulitsa zinthu zakuthupi, kotero pambuyo powerengera gawoli panali malonda onse makampani chaka ndi chaka kutsika ndi 1,4% yokha.
Zotsatira zake, Apple idabweretsanso zina uthenga wabwino. Kampaniyo ili ndi zambiri kuposa mabiliyoni ogwiritsa ntchito kulipira zina mwa ntchito zake ndipo zonse zili ndi zambiri kuposa 2 biliyoni zida zogwira ntchito, zomwe zimawonjezera mphamvu za chilengedwe. Kampaniyo ikuchita bwino ku China kapena India, mwachitsanzo, ndipo ogwiritsa ntchito ambiri omwe adagula Mac kapena Apple Watch kotala lapitalo anali kugula chipangizo choterocho kwa nthawi yoyamba. Chifukwa chake zotsatira za kampaniyo sizinali zabwino, koma sizinali zoyipa. Gawo lapano likhala lofunikira. Apple ili kumbuyo 3 kotala zotsatizana za malonda akuchepa, ndipo ngati izi zikanati zipitirire, kudzakhala kutsika kotalika kwambiri kwa malonda m'zaka makumi awiri zapitazi. Masheya adachitapo kanthu ndi zotsatira zake kuchepa kwa pafupifupi 2% ndipo mtengowo udapitilira kutsika mwachangu ngakhale mkati mwa tsiku lotsatira lamalonda.
Microsoft
Kampani yachiwiri yayikulu ndi Microsoft. Ali ndi zambiri kumbuyo kwake zabwino theka loyamba la chaka, momwe adaukira Google, zomwe akufuna kuti atengepo gawo lina lakusaka ndi kutsatsa malonda. Microsoft imagawa bizinesi yake m'magawo atatu akulu. Woyamba ndi wamkulu wa iwo ndi mtambo. Chotsatiracho chinali injini ya kukula kwa kampaniyo m'zaka zaposachedwa, koma momwe zinthu zilili panopa zachuma kukakamiza makampani kuti ayambe kusunga, zomwe zimawonekeranso pakuchepetsa ndalama zomwe zimagwiritsidwa ntchito pamtambo. Chifukwa chake, kukula kwake kumachepa. Gawo lachiwiri ndi gawo zida zaofesi ndi zokolola. Izi zikuphatikizapo, mwachitsanzo, zolembetsa ku maofesi a maofesi omwe amaphatikizapo mapulogalamu a Word, Excel ndi PowerPoint. Apa iwo anali zotsatira zabwino ndipo sanabweretse zodabwitsa zirizonse. Gawo lomaliza ndi Windows operating system license ndi zinthu zozungulira masewera. M'kupita kwa nthawi, ndi pafupi gawo lovuta kwambiri la bizinesi Microsoft, yomwe kampaniyo idatsimikizira ngakhale pano. Mavutowa amabwera makamaka chifukwa cha kufooka kwa malonda a makompyuta padziko lonse lapansi, zomwe zikutanthauza kuti zilolezo zochepera za Windows zomwe zimagulitsidwa ku Microsoft. Masheya adachitapo kanthu ndi zotsatira zake kuchepa kwa pafupifupi 4%.
Malembo
Kampani ya makolo Google zidakhala pampanipani ndendende chifukwa cha Microsoft, ndipo dziko lapansi lidayamba kudabwa ngati kuyang'anira kwamakampani pa asakatuli ndikusaka kuli pachiwopsezo. Iye sanathandize nkomwe kampaniyo msika wapang'onopang'ono wotsatsa, zomwe zinapangitsa kuti magawo a kampaniyo akhale pansi pa chaka chatha. Komabe, zotsatira zaposachedwapa zasonyeza mayendedwe abwino, ndalama zotsatsa zikukula ndipo YouTube, yomwe imagweranso pansi pa kampaniyo, ikuwonetsanso zotsatira zabwino. Google ndi imodzi mwa atatu akuluakulu zamtambo osewera, pamodzi ndi Amazon ndi Microsoft, ngakhale ang'onoang'ono mpaka pano. M'dera lino, kampani kuchuluka kwa malonda pafupifupi 30% ndipo adapeza phindu gawo lachiwiri motsatizana. M'tsogolomu, idzakhala gawo lomwe lingabweretse kampani mabiliyoni a madola pachaka phindu. Masheya kotero pamapeto adachita bwino pazotsatira ndi kukula ndi pafupifupi 6%.
Amazon
Ambiri aife timadziwa Amazon ngati kampani yomwe imagulitsa zinthu zosiyanasiyana kudzera nsanja zapaintaneti. Komabe, gawo ili la kampani chaka ndi chaka chinangowonjezeka ndi 4%, chifukwa ogula amakhala osamala mumkhalidwe wamakono ndipo samawononga ndalama pazinthu zomwe safunikira kwenikweni. Komabe, Amazon ndiyenso wamkulu kwambiri wopereka padziko lonse lapansi mayankho amtambo, yomwe imapereka pansi pa dzina lachidziwitso AWS. Monga tafotokozera pamwambapa, pali kuchepa kwa msika, komwe Amazon yatsimikizira. Komabe, kampaniyo idazindikira kwambiri kukula kwabwino mu gawo lazotsatsa pofufuza zinthu ndi komanso mu gawo lolembetsa, kumene amaperekanso utumiki wake yaikulu. Magawo onse ofunikira adakula pamlingo wa manambala awiri, omwe msika udayamikiridwa komanso magawo adakwera pafupifupi 9%.
pambuyo
Meta ndi kampani yaying'ono kwambiri potengera kukula kwa msika pakati pa zimphona izi. Kampani yatha kotala yovuta kwambiri, pamene adavutika ndi kuchepa kwa malonda, ndalama zolemetsa zenizeni zenizeni, komanso kusintha kwa Apple ku machitidwe ake ogwiritsira ntchito, zomwe zinapangitsa kuti Meta ikhale yovuta kusonkhanitsa deta za ogwiritsa ntchito. Komabe, kampaniyo idayamba kuchitapo kanthu kuti ichepetse ndalama komanso msika wotsatsa anayamba kubwerera mwakale. Izi zathandiza Meta kukwaniritsa zambiri zotsatira zabwino. Kampaniyo yapitilira zomwe zikuyembekezeka potengera phindu, ndalama komanso ogwiritsa ntchito nsanja Facebook, Instagram, Messenger ndi WhatsApp. Kwa nthawi yoyamba mu nthawi yayitali, ndalama za kampani zidakula pamlingo wa manambala awiri, ndipo Meta ikuyembekezeka kupitiliza kukula uku mu gawo lapano. Masheya zotsatira zitasindikizidwa yawonjezeka ndi 7%.
Ngati mukufuna kudziwa zambiri za zotsatira zamakampaniwa, Market Talk yatsopano ikupezeka kwa makasitomala enieni a XTB pa nsanja ya xStation mugawo la News. Ngati simuli kasitomala wa XTB, macheza amsika amapezekanso kwaulere patsamba lino.
