Hua Er Jie Jian Wen·2025-04-27 01:15Group 1 - The upcoming earnings reports from major tech companies like Meta, Microsoft, Amazon, Apple, and Spotify will be closely watched for potential impacts from tariffs on their supply chains and imported products [1] - Amazon and Apple are expected to be the most affected by the tariff situation, with Amazon's reliance on Asian suppliers and retailers likely to hit its market revenue hard [1] - Apple may benefit in the short term from consumer panic buying, but the long-term effects of increased supply chain costs and decreased consumer purchasing power due to tariffs will become evident [1] Group 2 - Alphabet's CEO Sundar Pichai acknowledged the macroeconomic environment's impact on their business, indicating that changes in tariff exemptions could slightly hinder their advertising business in 2025, particularly from Asia-Pacific retailers [2] - Tesla's CEO Elon Musk expressed that tariffs pose a significant challenge, especially when profit margins are low, and noted the uncertainty in trade policies affecting their supply chain [2] - Intel reported better-than-expected revenue but provided a disappointing revenue forecast for the second quarter, attributing the first quarter's performance to customers preemptively purchasing in response to potential tariffs [2] Group 3 - ServiceNow's CEO William McDermott highlighted that CEOs are aware of the dynamic global economy and that ServiceNow reported better-than-expected financial results, which could bode well for Microsoft's upcoming earnings [3] - Netflix's co-CEO Gregory Peters stated that they are closely monitoring consumer sentiment and economic trends, but currently see no significant changes in their operations, suggesting that consumers are still willing to spend on entertainment [4]