智通财经网·2025-05-27 10:53Group 1 - The uncertainty brought by President Trump's fluctuating tariff measures has been exaggerated, as many companies continue to push forward with their investment plans despite concerns [1] - Approximately 71% of companies in the Russell 3000 index that provided capital expenditure guidance maintained their 2024 capital expenditure guidance, with 8.5% raising it and only 3% withdrawing it [1] - The industrial sector has the highest number of companies maintaining capital expenditure plans during this earnings season, indicating resilience in investment despite external pressures [1] Group 2 - Economic data shows mixed signals, with manufacturing activity in the U.S. experiencing its largest contraction in five months due to tariffs and reduced orders, reflecting the negative impact of Trump's tariff measures [2] - Companies like Snap-on Inc. are adjusting their supply chains and maintaining capital expenditures, with expectations of a 19% increase in capital spending this year [2] - Tech giants such as Alphabet and Meta have reaffirmed or raised their capital expenditure guidance for the year, indicating continued investment in growth despite market uncertainties [2] Group 3 - Smaller companies are also following the trend of maintaining investment, as seen with Apptronik raising $350 million to expand production of humanoid robots, supported by significant orders from domestic manufacturers [3] - The investment landscape remains vibrant, with strong demand and a sense of optimism among investors, as highlighted by the orders received by Apptronik [3]