【科技股突击】四大巨头财报全解码！谷歌涨超7%领跑，Meta暴跌9%是黄金坑？亚马逊低吸良机！微软核心大布局！

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投资不是赌博

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而是一场有准备的出击

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我是富哥

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家人们先看大盘

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由于受到我们科技巨头的这个利好的影响

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刚刚发布的财报嘛

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所以呢我们的这个纳指也好

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标普为标

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从这个道琼斯指数也好

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全部啊收高啊

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胡哥也给大家讲过了啊

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我们的大盘

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当然啦基本的是现在是一个上升浪结构

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所以任何你看现在只要退回逃都是低吸机会

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就是得益于科技股的一个强势

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昨天的发布的我们的呃四大巨头

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谷歌

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微软

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亚马逊啊

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mate他们的发布以后

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那么特别是谷歌是涨超了将近七个点

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那么谷歌的营收大家可以看看啊

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就是可以说是他的一季度的营收

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超预期增长的22%啊

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云业务大增63%

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谷歌对AI的投入

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现在真的是慢慢的兑现这个业绩了啊

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所以呢谷歌的它是非常稳的啊

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不愧是巴菲特的持仓股啊

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还有我们国内的像段永平

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但拼音也是重仓谷歌

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那剩下的其他的这个三个巨头像呃

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亚马逊是吧

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亚马逊这也是超利好

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他是冲高回落

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亚马逊有没有结束呢

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它为什么会冲高回落呢

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家人们还是因为怎么样

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虽然亚马逊的业绩非常好啊

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非常好

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他的AWS的收入增速是两年的一个新高

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但是资本的支出也是很惊人的啊

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也是可以说也是超预期的呃

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所以造成了啊就是说AI的需求啊

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推动了增速加速

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但资本密集度同步上升

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就是说他对这个呃我们的这个嗯

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未来的它的一个资本的一个AI支出的一个投入

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也在可以说是增加

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虽然我们的这个亚马逊自研芯片业务

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年化收入运行率已超过200亿美

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但是它过去12个月是可以说已部署

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超过210万颗AI芯片

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所以他的支出也是可以说是在增加了啊

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所以造成了亚马逊可以说是业绩很好

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但是他的资本支出而压制了它的利润的

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未来利润的表现

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所以造成了亚马逊的一个冲高回落

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而亚马逊呢福格的判断是啊

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它没有结束

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因为这个不是顶部结构啊

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所以亚马逊呢福哥看到的是

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O50到260这个区间企稳以后啊

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他还会继续冲高

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冲下一个目标280好

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那么还有剩下的就是我们的威远了

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威远也是一样啊

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这个微远大家看到了

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与这个它的营收也是也是超预期

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但它的营收呢828亿

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比预测值814亿高呃

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那个每股收益是4.27美元

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也是比预计高

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这个云服务346亿

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也是比这个预计高

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非常的亮眼的一个财报

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但是家门为什么有回落呢

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还是怎么样

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他的对于未来的这个资本的AI的投入的支出啊

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可以说也是超预期好

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所以呢我们的这个大家知道啊

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现在呢威远他对未来的2026年

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他对AI对未来的支出是1900亿美元啊

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所以造成了也是是吧

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市场说哎呀

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刚刚你这个财报好看一点

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又开始支出了

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但是福克的看法是这样啊

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就是说呃虽然这个AI投入的资金会压制它

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短期的个利润的表现

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但是家人们

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它能确保这个微远

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永远能可以站在这个AI的主桌上

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所以呃微远啊

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福哥还是那句话

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回调都是低吸的机会

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现在它刚好也是在上升浪当中

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所以家人们

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微软呢只要在4007位都可以去大胆拿住啊

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那下一个会就要奔这个480去了啊

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480站稳

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那就要奔这个560去了啊

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所以家人们那微远我相信还会创历史新高

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它也是我们的大盘的权重股啊

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也是我们可以说一个防御核心板块

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它的

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啊这这个产品啊

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几乎所有的企业都签订了合同了

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还没说其他的小企业

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就是500强都有跟他签订合约

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所以他稳定的现金流

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有稳定的护城河好第四个啊

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就是我要讲一下啊

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就是我们财报发布的

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就是接下来就是我们的mate了

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财报也是超预期啊

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那营收增长33%

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小幅超预期

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但是啊它也上调了全年的这个资本开支

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制1450亿美元

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买定制芯片

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买光芯片是吧

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那可以说他买内存

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这些造成了它的一个未来的指数

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可能会压制它利润的表现

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mate虽然呢你看下也是营收超预期

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每股收益超预期

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你看啊

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因为资这个资本支出超预期的原因

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你看还是大幅的回落

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回落了九个点

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那mate作为我们权重股之一的好公司来的啊

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某他的FACEBOOK也好

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广告业务也好

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都是他稳定的现金流呃

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MEA啊

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我相信回调都是低吸机会啊

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大家可以在610600啊买入就行了啊

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后续那么只要600610企稳

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那后续很快会重新站上700好吧

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下一个目标大家可以看到700

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Mate700

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再往后

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那么下一个目标就是830830

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MEA有机会创新高

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可以说低开啊正是给我们的机会啊

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他对未来AI的投入会慢慢的啊显现出来

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那么我们这个底部啊

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就是阶段的一个低位底部

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后续啊

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那随着这个资本的支出慢慢变现

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后续他还会慢慢上涨

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慢慢创立新高

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好了呃

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家人们

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那我们今天呢我给大家讲了这个四个巨头啊

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大家想了解更多的潜力个股的家人们

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大家可以点赞订阅谷歌的频道

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