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財報速讀 | 美核心資產也暴雷?谷歌、微軟盤後均跌超6%,美股反彈能否延續?接下來的財報很關鍵

美東時間10月25日美股盤後,科技巨頭谷歌、微軟公佈了新一季財報。數據顯示,谷歌的季度收入和利潤均比華爾街預期的差,而微軟淨利潤創兩年多最大降幅。

先說谷歌,上週社交媒體SNAP業績暴雷就已經給市場打了預防針,宏觀經濟放緩着實是重擊了廣告需求,營收佔比超過80%的谷歌廣告收入大幅放緩,三季度的同比增速只剩下2.5%了,這是什麼概念?去年同期可是高達43%。讓市場更失望的是,谷歌這次並沒有公佈任何新的回購計劃,在今年前三季度都有鉅額資金的回購。

再看微軟,關鍵指標高於預期,爲什麼盤後股價還是大跌?一方面,淨利潤同比下降14%,這個下降幅度是兩年多來之最,營收增速也是自2017年以來最弱的,主要是受到美元走強和個人電腦銷量急劇下滑的影響。

另外一點比較重要的是,三季度核心雲產品Azure的增速只有35%,是唯一低於預期的業務,跟上季度的40%和去年的50%比起來是明顯放緩。要知道雲計算已經成爲微軟最大和最重要的業務部門,很多投資者看中的是微軟Azure的高利潤率和強勁的增長率。

兩大巨頭業績下滑也“帶崩”了美股其他科技股,三倍做多納指ETF(TQQQ)盤後跌超6%, Meta、亞馬遜跌超4%,這兩家巨頭將分別在在26日、27日盤後公佈財報,蘋果和英特爾盤後均跌超1%,兩者都將在27日盤後公佈財報。

看來就算美聯儲進入噤聲期,投資者也不能好好鬆口氣,反彈2日的美股能不能禁受住本週財報的考驗?微軟、谷歌的疲弱業績似乎已經定下了一個灰暗基調。

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