#美股七巨头财报 This week welcomes a climax, AI investment returns face a major market "test"! 📊
As the earnings season enters its core phase, several companies among the "seven giants" of the US stock market will intensively release their performance this week. The market's focus has shifted from "Is AI real?" to "Can massive investments bring actual returns?".
Core observation points:
1. Intensive release period: Microsoft, Apple, Meta, and Tesla plan to announce their earnings on January 28-29.
2. Diverging expectations: The market expects significant differences in performance among the giants. Companies closely related to AI and cloud computing are viewed more favorably, while those more reliant on consumer demand face pressure.
3. Market concerns: Investors are closely watching how these tech giants manage the skyrocketing capital expenditures for the AI race and whether these investments are translating into tangible profits and cash flow.
This earnings season is not only about quarterly performance but also serves as a test of the technology giants' AI strategies. How will the market respond? A mix of tension and anticipation.