Mag 7财报季明日启动,市场紧盯一件事——资本开支!

华尔街见闻
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科技巨头"Mag 7"财报季将于周三拉开帷幕,微软、Meta和特斯拉将在盘后公布业绩,苹果紧随其后于周四发布,四家公司总市值达10.5万亿美元。高盛Delta One部门负责人Rich Prvorotsky最新表示,这一轮财报季归根结底将围绕一个核心问题:"谁在减少支出,谁在增加支出。"市场预期"Mag 7"第四季度利润增长20%,这将是2023年初以来最慢的增速。在此背景下,这些公司面临压力,...

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