苹果、Meta、亚马逊等科技巨头发布最新财报,业绩表现多数超预期,营收、净利润多为两位数增长。此外,美股巨头纷纷扩大资本开支投入,聚焦AI投入。据彭博预测,2025年七巨头资本支出或达3110亿美元,相较2024年约2470亿美元增长34%。中信证券认为,从盈利表现看,2025年整体相对稳健且略超预期,已公布二季报业绩的标普500公司EPS80%超预期,高于5年和10年超预期的平均水平,通信服务、...
Source Link苹果、Meta、亚马逊等科技巨头发布最新财报,业绩表现多数超预期,营收、净利润多为两位数增长。此外,美股巨头纷纷扩大资本开支投入,聚焦AI投入。据彭博预测,2025年七巨头资本支出或达3110亿美元,相较2024年约2470亿美元增长34%。中信证券认为,从盈利表现看,2025年整体相对稳健且略超预期,已公布二季报业绩的标普500公司EPS80%超预期,高于5年和10年超预期的平均水平,通信服务、...
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