在大型科技股超预期财报的推动下，标普500指数成分公司第一季度利润增速有望创下近四年来最高纪录。
根据机构数据，标普500指数成分公司第一季度利润预计将增长27.8%，为2021年第四季度以来的最强增速，大幅高于上周末预测的16.1%和一个月前预测的14.4%。这一增长主要由苹果、谷歌母公司Alphabet、亚马逊等科技巨头驱动。
苹果公司第二财季营收达1112亿美元，同比增长17%，每股收益2.01美元，均超市场预期。亚马逊一季度营收1815亿美元，同比增长17%，净利润大增77%，其中AWS云业务营收376亿美元，同比增长28%，为15个季度以来最快增速。Alphabet一季度营收1099亿美元，同比增长22%，净利润大增81%，谷歌云业务营收200亿美元，同比飙升63%。
分析师指出，强劲的盈利数据表明人工智能投资正在持续转化为实际收益。目前已公布财报的公司中，约78%的业绩超出市场预期。不过，受油价上涨和通胀压力影响，部分企业对下半年业绩指引持谨慎态度。
责任编辑：张俊 SF065
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