“七巨头”加上相邻的超大市值科技公司。这些公司的财报发布窗口非常集中,合计业绩往往能带动整个指数。营收增长、经营利润率与 AI 资本开支表态是最关键的指标——解读时要结合同一周发布财报的其他巨头一起看。
已发布
3 / 10
过去 45 天
每股收益超预期
1
超预期率 33%
每股收益不及预期
2
平均意外幅度
+56.78%
相对分析师预期
过去 45 天内发布财报的每家科技巨头公司,实际每股收益与分析师预期对比。
已收录的最新科技巨头板块财报文件的 AI 解读。
Tesla reported Q2 FY2026 revenue growth of 25.5% to $28.24B, but operating income fell 56.9% to $398M as AI-related R&D, stock-based compensation and other operating costs rose sharply, while year-to-date capital spending accelerated. Source: 10-Q Item 2 MD&A, pp.28-36; 10-Q Income Statement (XBRL).
阅读 AI 解读Alphabet's Q2 FY2026 revenue grew 24% YoY to $119.8B driven by Google Cloud (+82%) and Google Search (+17% within advertising), while net income surged 298% to $112.2B largely due to a $99.0B unrealized gain on equity securities (SpaceX and a private company), masking underlying operating performance which grew a more modest 30% to $40.8B.
阅读 AI 解读Netflix's Q2 FY2026 revenue grew 13% year-over-year to $12.56B and net income rose 9% to $3.40B, but operating margin slipped 0.7 points to 33.4% as technology & development and sales & marketing expenses outpaced revenue growth, while operating cash flow fell 28% due to higher content spending and record share buybacks of $4.7B.
阅读 AI 解读Oracle delivered strong FY2026 results with revenue surging 17.3% to $67.4B and net income jumping 37.3% to $17.1B, driven by robust cloud infrastructure demand, while total assets expanded 55.5% to $261.8B reflecting significant capital deployment.
阅读 AI 解读Salesforce delivered strong Q2 FY2026 results with revenue of $11.1B (+13.3% YoY), net income surging 36.7% to $2.1B, and diluted EPS jumping 52.2% to $2.42, though the balance sheet was significantly reshaped by $27.2B in share buybacks that drove long-term debt up 365.7% and cut stockholders' equity nearly in half.
阅读 AI 解读NVIDIA delivered extraordinary Q2 FY2026 results with revenue surging 85.2% YoY to $81.6B, net income tripling to $58.3B, and gross margin expanding to 74.9%, driven by insatiable demand for AI computing infrastructure.
阅读 AI 解读Apple delivered a standout Q2 FY2026 with revenue surging 16.6% YoY to $111.2B and net income climbing 19.4% to $29.6B, driven by record gross margins of 49.3% and accelerating R&D investment of $11.4B.
阅读 AI 解读Meta reported a strong Q1 2026 with revenue surging 33.1% YoY to $56.3B and net income jumping 60.9% to $26.8B, driven by robust advertising demand, though R&D spending soared 45.7% and long-term debt more than doubled as the company aggressively invests in AI and infrastructure.
阅读 AI 解读Amazon delivered a standout Q1 2026 with revenue of $181.5B (+16.6% YoY), operating income surging 29.6% to $23.9B, and net income jumping 37.7% to $90.8B, driven by expanding margins and strong cash generation.
阅读 AI 解读In Q3 FY2026, Microsoft delivered strong 18% revenue growth to $82.9 billion and 23% net income growth to $31.8 billion, propelled by 40% Azure growth and a 99% surge in Commercial Remaining Performance Obligation to $627 billion, even as gross margin declined 1.1 percentage points due to continued AI infrastructure investment.
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