互联网行业:科技巨头CAPEX热情不减 但市场预期转向落地实绩

华泰证券股份有...
19 Feb

科技巨头24Q4:市场质疑AI 投入ROI,仅Meta 业绩助推盘后股价走强科技巨头公布24Q4 业绩,谷歌总营收与云业务营收低于预期,但广告保持高增速;微软营收盈利双超预期,且Azure 收入增速位于行业首位;亚马逊营收盈利高于市场预期,但云业务收入增速低于竞争者;Meta 营收盈利均超预期,且广告业务收入增速领先。我们观察到:1)投资者对 AI 前期高投入能否带来稳定盈利仍具质疑,导致谷歌、...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10