美国科技股能牛多久?就看下周苹果、AMD的财报了

华尔街见闻2023-04-30

后续财报可能“喜忧参半”,AI热潮带动芯片需求增加,AMD、高通财报指引可能好于预期,而苹果可能会公布其产品部门三年来首次全面萎缩。经济衰退阴云笼罩下,微软、Meta等科技巨头扛住了压力,一季度业绩超出预期。具体来看,Meta“咸鱼翻身”,一季度收入意外扭转三季连降;微软上季度业绩超预期,云业务营收维持两位数增长;谷歌一季度搜索重回增长,云业务扭亏为盈。此外,尽管芯片股业绩亏损创下纪录,但财报指引...

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