科技财报登场！这是你需要提前了解的十件事

华尔街见闻10-29

本周，美股财报季进入高峰期，标普500指数市值占比45%的企业即将公布最新业绩。其中，美股七巨头中的五家大型科技公司将相继发布财报：周三（周二美股盘后）谷歌公布业绩，周四微软、Meta，周五亚马逊及苹果。与此同时，PayPal、AMD、eBay、英特尔、Uber等美股公司财报本周也将陆续登场。高盛分析师Peter Callahan在最新报告中对这些即将公布的财报进行了预测性评分。高盛最看好...

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Here are ten things you need to know ahead of time","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"AMZN":1.1,"AAPL":1.1,"TXN":1,"MSFT":1,"META":1,"GOOGL":1,"GOOG":0.87,"INTC":0.8},"content_text":"本周，美股财报季进入高峰期，标普500指数市值占比45%的企业即将公布最新业绩。\n其中，美股七巨头中的五家大型科技公司将相继发布财报：周三（周二美股盘后）谷歌公布业绩，周四微软、Meta，周五亚马逊及苹果。与此同时，PayPal、AMD、eBay、英特尔、Uber等美股公司财报本周也将陆续登场。\n高盛分析师Peter Callahan在最新报告中对这些即将公布的财报进行了预测性评分。高盛最看好Meta并给出其9.5分的全场最高分，其次亚马逊8.5分，苹果8分，微软7分，谷歌6分。英特尔等公司则被打出最低分2分。\n\n这些大型科技股的财报在美国大选及美联储决议之前密集发布，或将掀起市场波动。高盛对这一“超级财报周”提出十大关注焦点与行业规律。\n一、TMT（科技、媒体、通讯）财报表现良好\n迄今为止，TMT股票在第三季度财报中表现强劲。首批公布财报的信息技术公司中，约为78%的公司每股盈利（EPS）超过预期，通讯服务行业则约为67%。\n二、美股七巨头\n高盛指出，美股七巨头面临的挑战在于，目前很难找到投资者认为“良好”的财报——META面临销售额预期上调及2025年资本支出压力，亚马逊的四季度盈利指引存在争论，谷歌旗下YouTube增速放缓且面临监管压力，微软再次下调EPS预期，Azure的透明度也备受争议，苹果的四季度指引则存在不确定性。\n三、投资者情绪\n高盛指出，最受投资者欢迎的财报包括META、AAPL（苹果）、AMZN（亚马逊）、RDDT、MA、BKNG、DASH；\n最具争议的是ON、FFIV、EA、Visa、EBAY、MSFT（微软）、RBLX、UBER、TEAM；\n最不受欢迎的是AMD、GOOGL（谷歌）、SNAP、GPN、CFLT、ETSY、PCOR、STMicro、INTC（英特尔）。\n四、各行业观察\n高盛认为，软件行业的信心仍然低迷，而硬件行业由于PC周期、iPhone周期及非AI数据中心复苏，2025年可能表现强劲。互联网行业的状况则不明朗，支付行业的投资者相对放松，盈利问题暂时不需担忧。\n五、关注AI基础设施建设\n高盛认为，2025年市场对AI在“基础设施”层面扩展的兴趣是一个重要或最佳主题，涉及从GPU到交换机、光纤、CPU等。与AI基础设施相关的股票表现强劲，如GLW、BDC、FLEX、ETN等。\n六、半导体行业周期\n作为半导体行业的先行者德州仪器（TXN）上周率先公布财报，该公司四季度营收指引未低于预期。高盛认为，对于这一板块的股票尚待观察。\n七、存储行业\n高盛对2025年存储与半导体设备的前景感到困惑，例如ASML的业绩暴雷，BE半导体的四季度指引低于市场预期，但LRCX等公司对2025年的增长依然乐观。本周需要关注三星等公司的财报及其对HBM/存储与代工行业前景的看法。\n八、广告行业\n虽然关于第三季度广告趋势的讨论较少，但对第四季度指引（选举+假日）及由此产生的讨论则增多，投资者想从GOOGL搜索、RDDT、META等公司财报中寻找更明确的线索。\n九、软件行业\n高盛认为，软件行业目前开局良好，但本周将迎来更大考验，几家中小型公司（如CFLT、TWLO、GEN、PCOR、PAYC、PCTY、TEAM）将发布财报，投资者期待在四季度指引中看到稳定的迹象，以提升对2025年展望的信心。\n十、部分“防御性”或低波动股票陷入停滞\n高盛指出，这一现象部分因美债利率的回升（10年期美债利率一度超过4.2%）以及对周期性风险的“紧张”。本周几只“价值”/“防御性”的TMT股票发布财报：FFIV、CHKP、MSCI、ZBRA、ADP、EBAY、GDDY。风险提示及免责条款\n\n            市场有风险，投资需谨慎。本文不构成个人投资建议，也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑本文中的任何意见、观点或结论是否符合其特定状况。据此投资，责任自负。","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":1,"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/2479232784"}