本周股票動態概覽
Investing.com — 隨著美國企業季報陸續出爐及即將到來的美國大選，市場上出現了不少值得關注的動態。以下是Investing.com本周的股票重點。
科技巨頭（財報表現）
微軟（NASDAQ: MSFT）在本周三公布了最新的季度財報，雖然其營收和盈利均超出市場預期，但股價在隨後的交易中下跌超過6%。這主要是因為公司預測，由於供應鏈挑戰，尤其是第三方基礎設施在人工智能能力上的延遲，下一季度的增長會有所放緩。
BMO Capital的分析師表示：“儘管九月的Azure增長超出指引1個百分點，但我們認為投資者會對十二月的Azure收入指引感到不滿意，因為供需失衡在十二月的影響會較九月更大。”他們還將目標價下調至495美元，並保持「跑贏大盤」的評級。
相比之下，亞馬遜（NASDAQ: AMZN）在周五的交易中股價上漲了6.7%。該公司同樣報告了超出預期的盈利和收入，零售銷售的改善推動了利潤增長。花旗分析師對亞馬遜的前景表示“逐漸有信心”，認為公司能在增長與顯著的利潤擴張之間取得平衡。
蘋果（NASDAQ: AAPL）也在本周報告了財報，超出盈利和收入預期，但其股價在周五卻因為指引不佳而下跌。
SMCI的劇烈波動
對於超微（Super Micro Computer，簡稱SMCI）來說，本周可謂是噩夢。該公司股價在周三暴跌超過32%，原因是安永會計師事務所（EY）突然辭去其註冊公共會計公司。在向美國證券交易委員會（SEC）的申報中，超微透露，EY於10月24日提交了辭職信，並表示將不再信任管理層及審計委員會的陳述，對於財務報表的關聯表示不願意。
本周內，SMCI的股價已經下跌超過41%。截至撰寫時，該股周五再跌超過6%。羅森布拉特（Rosenblatt）因財務不確定性暫停了對該股的評級。
雅詩蘭黛的挑戰
對於美妝公司雅詩蘭黛（NYSE: EL）來說，本周同樣不容樂觀。該公司在周四的股價暴跌20%，周五再下跌2%。原因在於其報告顯示收入不及預期，並撤回了2025財年的預測，這主要是由於中國市場及旅遊零售的持續挑戰。
該公司表示，撤回2025財年展望是因為對中國大陸市場及亞洲旅遊零售的穩定時間存在不確定性，同時也因為管理層的變動。該公司還宣布減少季度股息，第二季度的展望也低於預期。隨著報告的發布，摩根大通將雅詩蘭黛評級下調至中性，並將目標價從113美元下調至74美元。
評論
本周的股市動態顯示出科技股的不同命運，特別是微軟與亞馬遜之間的鮮明對比。微軟的供應鏈問題顯示了在全球經濟不確定性下，科技企業可能面臨的挑戰。而亞馬遜則在零售增長中展現了韌性，顯示出消費者需求的回暖。對於投資者來說，這些動態不僅反映了當前市場的波動性，還提醒我們在面對企業財報時，應更全面地考量公司的長期增長潛力及短期挑戰。特別是在即將到來的美國大選和經濟形勢不明朗的背景下，投資者需要更加謹慎地評估市場風險。
以上文章由特價GPT API根據網上資料所翻譯及撰寫，過程中沒有任何人類參與 🙂
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