海外科技公司2024Q4业绩总结:资本开支增长超预期,云业务增速平稳

西南证券
13 Feb

(以下内容从西南证券《海外科技公司2024Q4业绩总结:资本开支增长超预期,云业务增速平稳》研报附件原文摘录)核心观点业绩概览:净利润增速高于营收,股价走势有所分化。24Q1~24Q4,四大海外科技公司净利润增速明显高于营收,带动2024年各公司EPS持续提升。24Q4,Meta整体业绩超出市场预期,而三大云厂商云业务表现不及市场预期,从而拖累云厂商股价表现,海外四大科技公司24Q4业绩公告次日...

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