Mag 7财报亮眼，为何股价仍然下跌？AI投资回报担忧加剧！

财经自媒体08-12

上周，海外市场因日元套息交易的逆转而出现罕见的动荡，日本央行在加息15个基点后，市场情绪受到影响，导致日经225 ETf 日本股市创下1987年以来的最大单日跌幅，也引发了包括 $韩国ETF-iShares MSCI(EWY)$ 韩国等周边市场的连锁反应。与此同时，美国的ISM制造业指数和非农就业数据连续不及预期，加剧了市场对经济衰退的担忧。这些因素共同导致了全球市场的流动性冲击，投资者情绪受到...

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Concerns about AI return on investment intensify!","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"EWY":1,"AMZN":0.9,"AAPL":0.9,"GOOG":0.9,"META":0.9,"MSFT":0.9,"US10Y.BOND":0.65,"US12M.BOND":0.65,"US2Y.BOND":0.65,"US30Y.BOND":0.65,"US5Y.BOND":0.65,"US6M.BOND":0.65,"US3Y.BOND":0.65,"US7Y.BOND":0.65,"US912797GW17.BOND":0.6,"US912797GL51.BOND":0.6,"US912797GK78.BOND":0.6,"US912797HE00.BOND":0.6},"content_text":"上周，海外市场因日元套息交易的逆转而出现罕见的动荡，日本央行在加息15个基点后，市场情绪受到影响，导致 日经225 ETf 日本股市创下1987年以来的最大单日跌幅，也引发了包括 $韩国ETF-iShares MSCI(EWY)$ 韩国等周边市场的连锁反应。与此同时，美国的ISM制造业指数和非农就业数据连续不及预期，加剧了市场对经济衰退的担忧。这些因素共同导致了全球市场的流动性冲击，投资者情绪受到严重打击。此外，美股领头羊大科技也纷纷公布了财报，尽管发布了超预期的财报，但大多也遭到了市场抛售，投资者对AI热潮的质疑开始升温。Mag 7财报表现尽管面临经济增长放缓和估值偏高的压力，Mag 7科技巨头在第二季度财报中仍展现出强劲的业绩:Meta Platforms 算是业绩后表现最好的，实现净利润135亿美元，同比增长73.1%。营收同比增长22%至391亿美元，广告收入占比98%。与社媒的同行相比更稳定，但是Reality Labs部门亏损45亿美元，AI投资不断增加，但是资本开始并没有继续扩大，市场反馈较为积极。微软 营收同比增长15%至647亿美元，净利润220亿美元。Azure增长29%略低于预期，引发对AI投资回报的担忧。本季度资本支出高达190亿美元。苹果 营收857.8亿美元，同比增长5%。iPhone销售略有下降，但整体毛利率和净利润超预期。苹果在iPhone 15上的AI战略备受关注,关于人工智能未透露细节，其战略包括与 OpenAI 合作。亚马逊 表现最为弱势，营收1479.8亿美元，同比增长10.1%低于预期。AWS增长19%，但低于微软和谷歌。北美营收增长低于预期，引发投资者对消费下滑大环境下的电商业务的担忧谷歌 营收同比增长14%至847亿美元，净利润236.19亿美元。但投资者对其巨额AI投资表示担忧，此外也对AI可能给搜索广告业务带来的影响不放心，股价下跌8%。市场抛售的原因尽管财报整体向好,Mag 7股价仍遭遇抛售,主要原因有:市场对AI投资回报率和盈利能力表示担忧。Meta、微软等公司大幅增加AI支出,但能否转化为未来收益存在不确定性。经济增长放缓加剧了投资者的谨慎情绪。美国就业数据疲软和制造业指数恶化,虽然衰退风险较小,但投资者对前景保持谨慎。Mag 7的估值已超出基本面支撑。在经济前景不确定时,投资者倾向于抛售估值偏高的股票。在7月16日,Mag 7的平均估值比过去5年高出13.6%。 这意味着股价可能已经超出了基本面的支撑。当经济前景不确定时,投资者往往会抛售估值过高的股票。全球市场的大幅波动加剧了情绪传染效应。日本加息和美国就业数据引发全球性抛售,Mag 7作为市场领头羊自然受到冲击。前景展望本周，市场将重点关注美国CPI数据。最新6月的CPI同比增长3.0%，低于预期的3.3%，表明通胀压力有所缓解，可能影响美联储的货币政策走向。市场普遍预期，若CPI继续走低，可能会减轻美联储加息的压力，从而推动股市反弹。然而，考虑到日本央行的加息和全球经济增长放缓的背景，市场情绪仍然脆弱。投资者对未来的经济增长和通胀预期保持谨慎，尤其是在美国ISM服务业PMI和首次申请失业救济人数改善的情况下，市场对经济衰退的担忧有所缓解，但并未完全消散。\n\n\n海量资讯、精准解读，尽在新浪财经APP","kind":null,"is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.29.1","shortVersion":"4.29.1","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2458640219"}