美股为何抱团大科技？巨头财报齐超预期

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美股为何抱团大科技？巨头财报齐超预期

华尔街见闻2021-07-28

尽管科技股周二拖累美股结束了连涨势头，不过苹果、微软和谷歌母公司三大科技公司财报没有让市场失望，收入和盈利均大幅上升，超过了市场本已十分乐观的预期。受益于看好美股科技巨头的财报表现，在周二之前纳指已经连涨五日，并在周一盘中触及14863.65点，刷新盘中纪录。苹果：几乎所有指标均超预期季度利润接近翻倍 iPhone销量激增50% 苹果公司在7月27日周二美股盘后发布2021财年三季报（即...

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GoodLuck0102
·2021-07-28
yes
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GoodLuck0102
·2021-07-28
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大黑黑
·2021-07-28
666
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- Shelleyblack:
  [呆住]
  2021-07-28
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- ipc2006:
  666
  2021-07-28
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willielimwei
·2021-07-28
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- 大黑黑:
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Maestri在接受英国金融时报采访时表示，该季度苹果的表现在整体上“非常、非常强劲”。其中，活跃设备装机量在所有地理市场分区都创下了新纪录。\n另外，苹果曾在上一财季警告，供应链问题恐将使iPad和Mac产品出现供应不足问题。不过最终的情况显示，这一影响最终不足30亿美元。\n微软：当季营收创历史新高Azure云平台创五个季度最快增速\n同天公布的还有微软的季度财报，同样的，这家市值超过2万亿美元的科技巨头在各项指标上都远超市场预期。\n在云计算、LinkedIn广告和商业应用领域的大批量新业务推动下，微软当季营收同比增长超21%至462亿美元，创历史新高，这也代表微软总营收连续三个季度突破400亿美元；净利润为165亿美元，同比增47%。\n利润率方面，微软毛利率提高了近2个百分点至69.7%，比预期高出近1个百分点，并推动每股盈利跃升48%至2.17美元。\n分业务来看，快速增长的Azure云平台是微软的主要引擎。当季Azure收入增长了51%，创下5个季度以来的最快增速。\n谷歌母公司Alphabet：净利润高出分析师预期10% 广告收入增速是上季度两倍\n除了以上两家之外，Alphabet也在同一天公布了最新财报，随着广告销售的激增，公司盈利和收入均高于市场预期。\n去年新冠疫情的爆发令全球广告支出大幅下滑，这也给Alphabet带了沉重的打击。不过随着经济的重新开放，正如华尔街预期的那样，Alphabet当季营业收入同比大增62%至618.8亿美元，净利润更是达到185.3亿美元，比分析师预期的高出约10%。\n分业务来看，主营业务广告的收入当季为504.44亿美元，轻松超越分析师预期；同比增长近69%，同比增速是一季度的两倍多。其中YouTube广告收入大幅增长，达到70亿美元，同比增长逾80%。\n除此之外，受益于居家办公，Alphabet的云业务也大幅增长，当季收入同比增长近54%至46.3亿美元，同样超过分析师预期。\n特斯拉：净利润首超10亿美元创新高 同比增长近1000%\n本周获得市场聚焦的还有周一盘后公布的特斯拉财报。作为全球市值最大的汽车制造商、电动汽车巨头，特斯拉不仅季度营收好于预期，净利润更是创下新高.\n7月27日美股盘后公布的财报显示，特斯拉119.6亿美元，同比增长98%，高于分析师预期的113.6亿美元，连续三个季度超过100亿美元大关。\n当季GAAP项下特斯拉净利润为11.4亿美元，是公司史上首次超过10亿美元大关，同比增长近1000%，这也是连续第八个季度实现正盈利。\n华尔街见闻此前在文章中指出，值得注意的是，特斯拉仍预期汽车交付量在几年内实现50%的年均增长率。彭博社称，这代表今年特斯拉交付指引可能高于市场预期。","kind":null,"is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":803226906,"gmtCreate":1627443042305,"gmtModify":1703490066930,"author":{"id":"3585964302651088","authorId":"3585964302651088","name":"GoodLuck0102","avatar":"https://static.tigerbbs.com/344a326f3c2ab4d67b3f22a58a26f13f","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3585964302651088","authorIdStr":"3585964302651088"},"htmlText":"yes","listText":"yes","text":"yes","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/803226906","repostId":2154194398,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":803221752,"gmtCreate":1627442988076,"gmtModify":1703490065273,"author":{"id":"3585964302651088","authorId":"3585964302651088","name":"GoodLuck0102","avatar":"https://static.tigerbbs.com/344a326f3c2ab4d67b3f22a58a26f13f","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3585964302651088","authorIdStr":"3585964302651088"},"htmlText":"yes","listText":"yes","text":"yes","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/803221752","repostId":2154194398,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":803676129,"gmtCreate":1627438615661,"gmtModify":1703489966601,"author":{"id":"3587038302345728","authorId":"3587038302345728","name":"大黑黑","avatar":"https://static.tigerbbs.com/086c5bbf7dc482ac40a55173cf795941","vip":1,"hat":"https://static.tigerbbs.com/46b6808e1ba3716fb9c53339adffa3c5","crmLevel":2,"crmLevelSwitch":1,"idStr":"3587038302345728","authorIdStr":"3587038302345728"},"htmlText":"666","listText":"666","text":"666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/803676129","repostId":2154194398,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":5353621,"gmtCreate":1627438629334,"gmtModify":1663231601546,"authorId":3581195882793520,"author":{"id":3581195882793520,"idStr":"3581195882793520","authorId":3581195882793520,"name":"Shelleyblack","avatar":"https://static.tigerbbs.com/255b35a995530820f232071dee6af905","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":803676129,"type":1,"supId":0,"prevId":0,"content":"[呆住]","text":"[呆住]","html":"[呆住]"},{"id":5353637,"gmtCreate":1627438718112,"gmtModify":1663231601337,"authorId":4087693924266930,"author":{"id":4087693924266930,"idStr":"4087693924266930","authorId":4087693924266930,"name":"ipc2006","avatar":"https://static.tigerbbs.com/cf0d042b38ce7de19820aaf0a3820e36","vip":1,"crmLevel":3,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":803676129,"type":1,"supId":0,"prevId":0,"content":"666","text":"666","html":"666"}],"langContent":"EN"},{"id":803646443,"gmtCreate":1627438150282,"gmtModify":1703489952615,"author":{"id":"4090361561884460","authorId":"4090361561884460","name":"willielimwei","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"4090361561884460","authorIdStr":"4090361561884460"},"htmlText":"upup","listText":"upup","text":"upup","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/803646443","repostId":2154194398,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":5353599,"gmtCreate":1627438535864,"gmtModify":1663231601346,"authorId":3587038302345728,"author":{"id":3587038302345728,"idStr":"3587038302345728","authorId":3587038302345728,"name":"大黑黑","avatar":"https://static.tigerbbs.com/086c5bbf7dc482ac40a55173cf795941","vip":1,"crmLevel":2,"crmLevelSwitch":1,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":803646443,"type":1,"supId":0,"prevId":0,"content":"666","text":"666","html":"666"}],"langContent":"EN"}],"hasMoreComments":true,"newsSizeData":{"likeSize":18,"commentSize":4,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false}}