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后王首富

后王首富

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05-05

二季度财报再说吧

“情况比预期好的多”！Mag7稳住了美股这个财报季

03-02

蔚来抄底时刻还未到来

抱歉，原内容已删除

02-17

$特斯拉(TSLA)$ 在股权上， xai 和特斯拉没有从属关系

2024-12-19

$特斯拉(TSLA)$ 自动驾驶和衍生的Robotaxi道阻且长，销量也已放缓甚至下滑，在我看来特斯拉目前撑不起那么高的市盈率。

2024-10-18

只需要亮出你的战绩……

2024-05-17

$恒大汽车(00708)$ 发生了什么？

2023-03-13

$PacWest Bancorp(PACW)$ 小抄3000到刀

2022-06-11

$Faraday Future(FFIE)$10个w没啦

2022-04-26

$Faraday Future(FFIE)$是要退市了吗？

2022-02-12

$中国恒大(03333)$一直不发20年三季度财报香港证券交易所不管吗？

2022-02-08

$Faraday Future(FFIE)$和新能源汽车大盘整体走势一样，大家稍安勿躁

2021-12-14

$Faraday Future(FFIE)$恒大是不是在解禁出货呢？为啥可以一直跌呢

2021-12-03

为啥跌，不是应该大涨的嘛？？？？哪位大佬解释下

2021-11-25

$Faraday Future(FFIE)$没说可说的，只能等他回心转意

去老虎APP查看更多动态

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id=\"id_4039989132\">财报亮点：云计算和AI投资依然坚挺</h2><p>在已经公布财报的Mag7中，<strong>有四家公司给出的营收预测要么与华尔街预期大致一致，要么超出预期。</strong></p><p><a href=\"https://laohu8.com/S/MSFT\">微软</a>公司由于Azure云计算业务的强劲表现，当季收入预测超出预期，该业务的需求继续超过其数据中心容量。</p><p><a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>公司的运营利润前景虽然弱于预期，但首席执行官Andy Jassy表示，公司&#34;尚未看到任何需求减弱的迹象&#34;。Meta则通过与分析师预期大致一致的预测，给数字广告支出前景带来了信心。</p><h2 id=\"id_512633925\">AI资本支出保持强劲，芯片制造商受益</h2><p>本财报季还缓解了人们对人工智能计算设备资本支出的担忧，这些支出一直是<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>和<a href=\"https://laohu8.com/S/AVGO\">博通</a>等公司营收增长的引擎。Meta提高了今年的资本支出预测，微软表示此类支出的增长明年将放缓，但仍会上升。</p><p>abelli Funds的投资组合经理Hanna Howard表示。<strong>这些评论推动了芯片制造商和计算硬件制造商的股价上涨：</strong></p><blockquote><p>&#34;科技公司在支出方面获得了更多自由，因为他们已经证明这些支出能够带来回报并支持增长。&#34;</p></blockquote><p>然而，并非所有消息都是积极的。<strong><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>放弃了此前预计2025年恢复收入增长的预测，而苹果表示预计当季关税将增加9亿美元的成本。</strong>苹果至少遭到了华尔街两家机构的评级下调，分析师们引用关税阻力和增长担忧作为理由。</p><p>&#34;人们非常担心会看到更剧烈的回调，但根据我们所见，情况比预期要好得多，&#34;Gabelli的Howard说：</p><blockquote><p>&#34;当然，人们担心情况可能会恶化，但就大部分而言，情况相当积极。&#34;</p></blockquote></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>“情况比预期好的多”！Mag7稳住了美股这个财报季</title>\n<style 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href=\"https://wallstreetcn.com/articles/3746453\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/55eb327f580527889cf30bafa92692ae","relate_stocks":{},"source_url":"https://wallstreetcn.com/articles/3746453","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2533327885","content_text":"电子设备、云计算服务、软件和数字广告等业务需求大体保持强劲，缓解了投资者对特朗普贸易政策可能导致的最坏情况的担忧。尽管苹果公司的表现令人失望，但整体而言，这些财报为股市反弹提供了有力支持。在特朗普贸易政策变幻莫测的背景下，尽管许多标普500指数行业的盈利预期在本财报季有所下降，美国科技巨头们的财报季表现出乎意料地强劲。根据彭博的数据，Mag7的盈利预计在2025年将增长21.6%，而收入预计将增长9.7%。这两项估计在过去一周都有所上升。其中电子设备、云计算服务、软件和数字广告等业务需求大体保持强劲，缓解了投资者对特朗普贸易政策可能导致的最坏情况的担忧。尽管苹果公司的表现令人失望，但整体而言，这些财报为股市反弹提供了有力支持。\"许多投资者原本准备听到非常悲观的消息，\"Janney Montgomery Scott的首席投资策略师Mark 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自动驾驶和衍生的Robotaxi道阻且长，销量也已放缓甚至下滑，在我看来特斯拉目前撑不起那么高的市盈率。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/383290943234312","isVote":1,"tweetType":1,"viewCount":2294,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4093596070918460","authorId":"4093596070918460","name":"闲人马斯克","avatar":"https://static.tigerbbs.com/abf071b2cfe1d653422ff136815a3a16","crmLevel":9,"crmLevelSwitch":1,"idStr":"4093596070918460","authorIdStr":"4093596070918460"},"content":"华尔街的评估师提升特斯拉估值到400以上的越来越多，甚至515，560，他们好像没有人在意市盈率的高低。我相信你说的有道理，所以我决定继续加仓特斯拉","text":"华尔街的评估师提升特斯拉估值到400以上的越来越多，甚至515，560，他们好像没有人在意市盈率的高低。我相信你说的有道理，所以我决定继续加仓特斯拉","html":"华尔街的评估师提升特斯拉估值到400以上的越来越多，甚至515，560，他们好像没有人在意市盈率的高低。我相信你说的有道理，所以我决定继续加仓特斯拉"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":627797491,"gmtCreate":1678680983513,"gmtModify":1678680984546,"author":{"id":"3533172335127913","authorId":"3533172335127913","name":"后王首富","avatar":"https://static.tigerbbs.com/4fe3d81943e056448b490ff89633c634","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3533172335127913","authorIdStr":"3533172335127913"},"themes":[],"htmlText":"<a 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href=\"https://laohu8.com/S/TSLA\">特斯拉</a>放弃了此前预计2025年恢复收入增长的预测，而苹果表示预计当季关税将增加9亿美元的成本。</strong>苹果至少遭到了华尔街两家机构的评级下调，分析师们引用关税阻力和增长担忧作为理由。</p><p>&#34;人们非常担心会看到更剧烈的回调，但根据我们所见，情况比预期要好得多，&#34;Gabelli的Howard说：</p><blockquote><p>&#34;当然，人们担心情况可能会恶化，但就大部分而言，情况相当积极。&#34;</p></blockquote></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>“情况比预期好的多”！Mag7稳住了美股这个财报季</title>\n<style 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href=\"https://wallstreetcn.com/articles/3746453\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/55eb327f580527889cf30bafa92692ae","relate_stocks":{},"source_url":"https://wallstreetcn.com/articles/3746453","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2533327885","content_text":"电子设备、云计算服务、软件和数字广告等业务需求大体保持强劲，缓解了投资者对特朗普贸易政策可能导致的最坏情况的担忧。尽管苹果公司的表现令人失望，但整体而言，这些财报为股市反弹提供了有力支持。在特朗普贸易政策变幻莫测的背景下，尽管许多标普500指数行业的盈利预期在本财报季有所下降，美国科技巨头们的财报季表现出乎意料地强劲。根据彭博的数据，Mag7的盈利预计在2025年将增长21.6%，而收入预计将增长9.7%。这两项估计在过去一周都有所上升。其中电子设备、云计算服务、软件和数字广告等业务需求大体保持强劲，缓解了投资者对特朗普贸易政策可能导致的最坏情况的担忧。尽管苹果公司的表现令人失望，但整体而言，这些财报为股市反弹提供了有力支持。\"许多投资者原本准备听到非常悲观的消息，\"Janney Montgomery Scott的首席投资策略师Mark Luschini表示：\"即使是稍微疲软的数据也远远好于最坏情况的预期。这让市场能够持半杯满的态度，尽管形势仍然不明朗，任何新出现的经济放缓迹象都可能危及反弹势头。\"财报亮点：云计算和AI投资依然坚挺在已经公布财报的Mag7中，有四家公司给出的营收预测要么与华尔街预期大致一致，要么超出预期。微软公司由于Azure云计算业务的强劲表现，当季收入预测超出预期，该业务的需求继续超过其数据中心容量。亚马逊公司的运营利润前景虽然弱于预期，但首席执行官Andy Jassy表示，公司\"尚未看到任何需求减弱的迹象\"。Meta则通过与分析师预期大致一致的预测，给数字广告支出前景带来了信心。AI资本支出保持强劲，芯片制造商受益本财报季还缓解了人们对人工智能计算设备资本支出的担忧，这些支出一直是英伟达和博通等公司营收增长的引擎。Meta提高了今年的资本支出预测，微软表示此类支出的增长明年将放缓，但仍会上升。abelli Funds的投资组合经理Hanna 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