每经记者｜岳楚鹏 每经编辑｜金冥羽 兰素英 ① 【三大期指齐跌】截至发稿，道指期货跌0.33%、标普500指数期货跌0.17%、纳指期货跌0.20%。 ② 【中概股普跌】中概股盘前普跌，阿里巴巴跌1.68%，网易跌2.13%，携程跌2.22%，京东跌1.48%，百度跌2.58%。 ③ 【现货黄金短线走高】现货黄金价格短线走高，截至发稿上涨1.91%，报4003.83美元/盎司。 ④ 【Q3业绩全面超预期，谷歌涨超7%】当地时间10月29日，谷歌Q3财报显示，该公司营收为1023.5亿美元，分析师预期为998.5亿美元；净利润同比上 涨41%，达到285亿美元；云营收为151.6亿美元，分析师预期为147.5亿美元。截至发稿，谷歌上涨7.19%。 ⑨ 【苹果和亚马逊财报即将公布】苹果和亚马逊将在当地时间周四盘后披露业绩。 ⑩ 北京时间10月30日20:30，美国Q3实际GDP年化季率发布。 免责声明：本文内容与数据仅供参考，不构成投资建议，使用前核实。据此操作，风险自担。 ⑤ 【Q3净利润下跌83%，Meta跌超8%】当地时间10月29日，Meta Q3财报显示，该公司营收同比增长26%至512.4亿美元，但净 ...

Meta (META) & Alphabet (GOOGL) Performance - Evercore ISI adjusted price targets, increasing for Alphabet and decreasing for Meta [1] - Both companies demonstrate the ability to leverage AI to enhance core businesses [2] - Meta's increased investment in AGI (super intelligence) caused market hesitation regarding capital expenditure and expense guidance [3] - Google proved it could deploy AI to improve core search business and YouTube, leading to accelerated revenue growth [3] - Meta's ad revenue growth and improved user experience are attributed to AI deployment in Instagram, Facebook, Threads, and WhatsApp [6] - The market is uncertain about Meta's ability to become an AI leader, especially without an external sales product like cloud services [8] - Meta is expected to trade sideways for 3-6 months until it proves its AI leadership [9] Amazon (AMZN) Outlook - Amazon needs to achieve approximately 185% year-over-year AWS growth [10] - Achieving AWS growth comparable to Azure sequentially in dollar terms would positively shift the narrative on Amazon [10]

Meta and Alphabet both reporting quarterly results, but this morning the stocks are going in different directions. Joining us right now to break down the reports is Mark Mahaney. He is Evercore ISI's head of internet research.And uh as a result of what you heard last night, Mark, I I think you changed your price targets, moving it higher for Alphabet and down for for Meta. Did I get that right. >> You did right.That that's right, Becky. So um I think both of these companies are showing that they can deploy ...

Market Overview - Major U.S. stock index futures are down, with Dow futures falling by 0.33%, S&P 500 futures down by 0.17%, and Nasdaq futures decreasing by 0.20% [1] - Chinese concept stocks are experiencing a decline, with Alibaba down by 1.68%, NetEase down by 2.13%, Trip.com down by 2.22%, JD.com down by 1.48%, and Baidu down by 2.58% [1] - Spot gold prices have risen by 1.91%, reaching $4003.83 per ounce [1] Company Earnings Reports - Google's Q3 earnings exceeded expectations, with revenue of $102.35 billion, surpassing analyst estimates of $99.85 billion. Net profit increased by 41% year-over-year to $28.5 billion, and cloud revenue was $15.16 billion, above the expected $14.75 billion. Following the report, Google's stock rose by 7.19% [1] - Meta's Q3 net profit plummeted by 83%, falling from $15.69 billion to $2.71 billion, primarily due to a one-time non-cash tax expense of $15.93 billion from the U.S. tax reform. Revenue grew by 26% to $51.24 billion, but total costs rose by 32%, leading to a decrease in operating profit margin from 43% to 40%. Meta's stock dropped by 8.82% [2] - Microsoft's investment in OpenAI resulted in a $3.1 billion loss, impacting its Q1 FY2026 net income. Despite this, net profit increased from $24.67 billion to $27.7 billion year-over-year. Microsoft's stock fell by 3.03% [2] - Stellantis reported Q3 net revenue of €37.2 billion, a 13% year-over-year increase. However, the company warned of potential additional costs in the second half of the year due to strategic adjustments and product planning changes, leading to a 4.46% drop in its stock [3] Upcoming Earnings - Apple and Amazon are set to release their earnings reports after the market closes on Thursday [4]

每经记者：岳楚鹏 每经编辑：兰素英 ① 【三大期指齐跌】截至发稿，道指期货跌0.33%、标普500指数期货跌0.17%、纳指期货跌0.20%。 ② 【中概股普跌】中概股盘前普跌，阿里巴巴跌1.68%，网易跌2.13%，携程跌2.22%，京东跌1.48%， 百度跌2.58%。 ③ 【现货黄金短线走高】现货黄金价格短线走高，截至发稿上涨1.91%，报4003.83美元/盎司。 ④ 【Q3业绩全面超预期，谷歌涨超7%】当地时间10月29日，谷歌Q3财报显示，该公司营收为1023.5亿 美元，分析师预期为998.5亿美元；净利润同比上涨41%，达到285亿美元；云营收为151.6亿美元，分析 师预期为147.5亿美元。截至发稿，谷歌上涨7.19%。 ⑤ 【Q3净利润下跌83%，Meta跌超8%】当地时间10月29日，Meta Q3财报显示，该公司营收同比增长 26%至512.4亿美元，但净利润从去年同期的156.9亿美元下跌至27.1亿美元，跌幅达83%。净利润下跌的 原因是美国税改法案《大而美法案》带来的159.3亿美元一次性非现金税收支出，将有效税率从去年同 期的12%推高至87%。此外，Meta Q3总成本费用 ...

格隆汇10月30日｜瑞穗将META目标价格从925美元下调至815美元；将英伟达目标价格从225美元上调 至235美元。 ...

Menlo Park, California-based Meta Platforms, Inc. (META) is a leading global technology and social media company that builds platforms and products connecting billions of people worldwide. Valued at a market cap of $1.9 trillion, the company owns and operates major applications, including Facebook, Instagram, WhatsApp, and Messenger. This social media giant has outpaced the broader market over the past 52 weeks. Shares of META have soared 26.7% over this time frame, while the broader S&P 500 Index ($SPX) ...

This story was originally published on Marketing Dive. To receive daily news and insights, subscribe to our free daily Marketing Dive newsletter. Meta grew revenue 26% year over year to $51.24 billion in Q3, according to an earnings statement, beating analyst estimates on a key metric tied to its advertising business. Impressive momentum in advertising was attributed to the platform’s advancements in artificial intelligence (AI), which are keeping consumers engaged with apps like Facebook and Instagram fo ...

资本支出飙升成为贯穿所有财报的共同主线。谷歌和Meta双双上调了2025年资本支出指引，并预告2026年投入将进一步"显著"增 加。谷歌将2025年资本支出指引提高至910亿—930亿美元，Meta上调至700亿—720亿美元，微软刚刚结束的财季资本支出已达创 纪录的349亿美元，远超市场预期的300亿美元。 尽管最新财报季给大型科技公司的股价带来了不同的命运，但一个明确无误的信号已经发出：在人工智能（AI）的赛道上，所有巨 头都在以前所未有的规模加大投入。无论是微软、谷歌还是Meta，它们都在计划或已经实施创纪录的资本支出。 周三盘后，市场对科技巨头们的业绩反应不一。谷歌母公司Alphabet因各业务线收入加速增长，股价上涨5%；而Meta虽然营收表 现优于预期，但因支出大幅增加，股价重挫8%；微软在业绩基本符合预期后，股价也下跌超过2%。 在股价涨跌背后，资本支出飙升成为贯穿所有财报的共同主线。谷歌和Meta双双上调了2025年资本支出指引，并预告2026年投入 将进一步"显著"增加。谷歌将2025年资本支出指引提高至910亿—930亿美元，Meta上调至700亿—720亿美元，微软刚刚结束的财 季资本支 ...

U.S. stock futures swung between gains and losses on Thursday following Wednesday’s mixed moves. Futures of major benchmark indices were mixed.The meeting between President Donald Trump and President Xi Jinping yielded significant agreements, including reduced U.S. fentanyl tariffs in exchange for China restarting “tremendous amounts” of U.S. soybean imports, a settled deal on rare earths, and strong indications that a broader trade deal is “pretty soon.” Despite the positive meeting, Fed Chair Jerome Powel ...