美股能否反弹，就看苹果和亚马逊业绩了_老虎社区_美港股上老虎

美股能否反弹，就看苹果和亚马逊业绩了

智通财经2023-08-03

美东时间周四美股盘后，苹果和亚马逊都将公布最新一季业绩，但对希望科技股涨势恢复的投资者而言，这可能是下一个，也是最难扫除的巨大障碍。今年以来，这两只股票都对标普500指数的上涨至关重要，两家巨头相对持久的收入来源和市场主导地位吸引了不少投资者。但考虑到它们的市盈率处于高位，核心业务面临负面因素，而且对作为今年增长关键驱动力的人工智能领域的直接敞口有限，投资者对它们是否能推动市场进一步的上涨仍存在...

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the performance of Apple and Amazon","themeId":"","isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/79c2c0a222d7172c4d536838ed2c5b98","symbols_score_info":{"AMZN":1,"AAPL":1},"content_text":"美东时间周四美股盘后，苹果和亚马逊都将公布最新一季业绩，但对希望科技股涨势恢复的投资者而言，这可能是下一个，也是最难扫除的巨大障碍。今年以来，这两只股票都对标普500指数的上涨至关重要，两家巨头相对持久的收入来源和市场主导地位吸引了不少投资者。但考虑到它们的市盈率处于高位，核心业务面临负面因素，而且对作为今年增长关键驱动力的人工智能领域的直接敞口有限，投资者对它们是否能推动市场进一步的上涨仍存在疑问。BCA Research首席美国股票策略师Irene Tunkel表示：“在这样的估值水平下，要么需要市盈率下降，要么需要业绩以非常强劲的方式反弹，否则(上涨)可能很困难，因为人工智能的兴奋情绪已被消化。而且，这仍然是一次炒作，而不是推动增长的东西。”周三，在惠誉下调美国主权债务评级后，美国国债收益率飙升，对利率敏感的科技股则遭受冲击。今年以来，科技股推动的上涨已使标普500指数的市值增加了逾6万亿美元，尽管Alphabet(GOOGL.US)和Meta(META.US)公布的业绩好于预期，但科技板块在距离纳斯达克100指数历史高点不到5%的范围内一直举步维艰。CBOE纳斯达克100波动率指数周三上涨12.5%，创下近一年来最大单日百分比涨幅。波动性飙升之际，纳斯达克100指数大幅下跌2.2%。苹果的股价在2023年迄今已累计上涨48%，成为唯一一家市值超过3万亿美元的公司。如果这轮反弹要回到正轨，苹果的走势将尤为关键。目前该股占标普500指数近8%的权重，这使其对该基准指数具有巨大的影响力。市场目前普遍预计这家iPhone制造商第三财季的营收将下降1.7%，这将是该公司连续第三个季度出现同比下降。该公司还面临着作为其最大的市场之一中国智能手机市场疲软的风险，并且，高通(QCOM.US)周三公布的营收预测不温不火，也突显出移动设备需求的疲软。然而，苹果目前的市盈率接近30倍，高于长期平均水平，也高于整体市场。“苹果似乎是一个稳定的故事，而不是一个会快速增长的故事，考虑到该股已经走出的涨势，我不知道它能为投资者带来些什么，”亨廷顿私人银行高级股票分析师David Klink表示，“该股看起来很贵，大概每个想拥有它的人都已经拥有了，所以你真的想知道它能做些什么来获得市场青睐。”在2023年上涨53%后，亚马逊目前的市盈率也到达了约40倍。虽然这低于其长期平均水平，但该公司盈利能力的一个关键驱动力来自其云计算业务AWS。其竞争对手微软(MSFT.US)上周曾警告称，其云业务将继续放缓，这可能是一个潜在的警告信号。Klink表示：“微软的业绩不错，但即使是不错的结果，也不代表亚马逊会很好。亚马逊仍然是云计算领域的市场领导者，如果它也显示出增长正在放缓，那么投资者可能有点逞强了。”","kind":"news","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,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"hasMoreComments":false,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"isCrawlerRequest":true}