今次Mag 7嘅財報

2025-08-03

今次Mag 7嘅財報季就快收尾啦，只剩英偉達未出。呢7間大公司入面，有3間出報告後股價升，特斯拉、亞馬遜同蘋果就表現麻麻。

講到人工智能熱潮，從已出嘅財報來睇，好似仲有啲力。谷歌靠AI守住搜索業務，雲計算業務也因AI增長強勁；Meta靠AI定位廣告，提升了盈利能力；微軟Azure雲業務受AI需求拉動，增長明顯。但也有公司受影響，像亞馬遜AWS雲部門增長就被批“令人失望” 。

今次最讓我驚訝嘅係特斯拉，營收同比降12%，創13年最大單季降幅。至於今次財報，我對谷歌同Meta嘅信心有加，AI幫佢哋業務增長好明顯。總體來講，人工智能熱潮應該仲算股市較好嘅主題，不過科技行業波動大，未來仲有好多變數。

Mag 7 Earnings Wrap-up: Is AI Boom Still Driving the Market?

Big Tech's earnings season is nearly complete — with only Nvidia left on deck. Among the Magnificent 7, 3 names rallied after their reports, while Tesla, Amazon and Apple stumbled. As earnings wrap up, one question remains: did this quarter reaffirm your faith in Big Tech? Who surprise you the most? Is AI boom still the best theme in stock market?

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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