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財報速讀 | 蘋果獨善其身,亞馬遜盤後跌20%,弱勢指引暗示經濟衰退來臨?

北京時間10月28日清晨,又有兩家科技巨頭在美股盤後發佈財報,最近盤後的大雷接連不斷,亞馬遜也淪陷了,盤後一度跌20%,好在蘋果比較堅挺,給了市場一絲安慰。至此,硅谷五巨頭的財報都披露完畢,也算是利空出盡。

先來看蘋果,整體業績是略超預期的,但是盤後股價也一度跌超5%,爲什麼?市場看到一些隱憂。

本季度Mac成爲蘋果最大的亮點,增速大超預期,但主要原因可能在於上季度疫情影響的供應鏈問題得到解決,庫克也表示Mac的銷量爆發是因爲積壓訂單的延後釋放,下季度將放緩。

而作爲營收大頭的iPhone,能在低迷的市況下逆市增長,已經很不容易了,不過這次新品發佈會提前到9月,相當於預支了下季度的部分業績,加上市場對14系列的不看好,下個季度就有壓力了。

再者,蘋果的第2大營收業務軟件服務不及預期,而且增速也首次掉到了個位數。

穩健如蘋果也逃不過宏觀經濟的影響,上個季度庫克還說經濟不影響iPhone銷量,這次提到開始放緩招聘速度,本季度蘋果算是達標了,但是下個季度面臨的考驗不小。

再看看電商巨頭亞馬遜,一個字慘!按盤後價來看,亞馬遜市值已經跌破1萬億了。三季度的收入不及預期,在一個個業績雷後大家應該也能接受,可是市場最關心的四季度指引太拉跨,亞馬遜稱,預計四季度淨銷售1400-1480億美元,市場預計的可是1555億美元,四季度有美國的感恩節和聖誕節這兩大消費旺季,亞馬遜這指引是在暗示美國經濟衰退真的要來了嗎?其次市場不滿的是,利潤中心AWS業務的收入和利潤都不及預期,跟微軟的Azure增長放緩步調一致。

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