由 jpichiban Wed, 05 Feb 2025 07:05:22 GMT
2025年1月28日，纽约证券交易所的交易员们正在忙碌工作。Michael M. Santiago | 盖蒂图片社
周三早盘，标普500指数期货下跌，此前谷歌母公司Alphabet公布的收入令人失望，尽管主要股指在前一交易日表现积极。标普500指数期货和纳斯达克100指数期货分别下滑0.52%和0.70%。道琼斯工业平均指数期货下跌123点，跌幅0.2%。
Alphabet股价在盘后交易中暴跌近8%，原因是尽管该公司增加了对人工智能的投资，但其云服务收入未达预期，令投资者担忧这家科技巨头实现其AI雄心的时间可能比预期更长。该季度整体收入也未能达到预期。
“这些超大规模公司处于两难境地，他们必须大量投入以保持竞争力，但这侵蚀了他们的现金流，”美国银行的Savita Subramanian周二在CNBC的“Fast Money”节目中表示。“我不认为大型科技股的游戏已经结束。我认为这些是大公司，拥有多种选择。他们可以像2023年那样削减成本，巩固资产负债表，进行大规模回购，他们正在做很多这样的事情，”该行美国股票和量化策略主管继续说道。“但他们必须雇佣更多员工，必须增加支出。这不再是过去那种利润故事了。”
在其他方面，Chipotle股价下跌5%，因这家墨西哥卷饼连锁店报告第四季度同店销售增长低于预期。另一方面，Snap股价上涨约5%，因这家社交媒体公司第四季度业绩超出预期。
华尔街刚刚经历了一个积极的交易日。纳斯达克综合指数和标普500指数周二分别上涨近1.4%和0.7%。30只股票组成的道琼斯指数上涨134点，涨幅0.3%。标普500指数和纳斯达克指数的部分上涨得益于Palantir强劲的业绩，该股在交易时段创下历史新高。
投资者还忽略了中国政府最新宣布的关税消息，中国对从美国进口的煤炭和液化天然气征收高达15%的关税，对原油、农业设备和部分汽车征收10%的额外关税。此举是在美国总统唐纳德·特朗普上周末宣布对北京征收10%关税之后做出的。周一，美国已同意暂停对加拿大和墨西哥征收更激进的关税。
“我们目前所处的环境是，你需要为利率、通胀以及政策决策的不确定性做好准备，直到可能接近下半年，”美国银行的Subramanian说。
财报季周三继续，华特迪士尼和优步科技将在开盘前公布业绩。在经济方面，投资者正期待最新的ADP私营部门就业报告、国际贸易数据以及ISM服务业指数。
9小时前，Deepwater Asset Management的Gene Munster表示，Alphabet财报后的下跌是“过度反应”。Alphabet股价在最新财报发布后下跌8%，尽管该公司增加了对人工智能的投资，但其云服务收入未达预期，令投资者担忧这家科技巨头实现其AI雄心的时间可能比预期更长。Alphabet第四季度谷歌云收入为119.6亿美元，低于StreetAccount共识预期的121.9亿美元。该公司表示，2025年将投资约750亿美元的资本支出，高于FactSet预期的588.4亿美元。尽管如此，Deepwater Asset Management的Munster表示，投资者关注云服务收入失望是忽略了重点，他认为AI硬件交易仍有上涨空间。“我认为…” nk this is an overreaction,” Munster told CNBC’s “Fast Money” on Tuesday. “I think the stock should be flat-ish on these results, versus down 8%.” “I think that this AI hardware trade still has another year or two years left in it,” he added. — Sarah Min10 Hours AgoStocks making the biggest moves after hoursCheck out the companies making headlines after hours. Alphabet — Shares dropped 7.4% after Google parent Alphabet posted a revenue miss. Fourth-quarter revenue of $96.47 billion fell short of the $96.56 billion expected by analysts polled by LSEG. On the other hand, earnings per share of $2.15 exceeded the $2.13 consensus estimate.Chipotle Mexican Grill — Shares of the burrito chain fell nearly 5% after fourth-quarter same-store sales rose less than expected and the company said the key metric would show only low- to mid-single digit growth in fiscal 2025. In the fourth quarter, Chipotle earned 25 cents per share, after adjustments on revenue of $2.85 billion. Earnings were stronger than expected, while revenue was in line with consensus expectations from LSEG.Electronic Arts — Shares of the video game company rose 1% even after Electronic Arts posted third-quarter results that exceeded expectations. Electronic Arts reported earnings of $1.11 per share on revenue, known as net bookings, of $2.22 billion. Analysts polled by LSEG had expected earnings of $3.07 per share on revenue of $2.32 billion.Read the full list here. — Sarah Min10 Hours AgoStock futures open lowerStock futures opened lower Tuesday night.S&P 500 futures and Nasdaq 100 futures slid 0.29% and 0.41%, respectively. Dow Jones Industrial Average futures was lower by 34 points, or 0.08%.— Sarah Min
原文链接：https://www.cnbc.com/2025/02/04/stock-market-today-live-updates.html