科技巨头股价暴涨，特朗普称美国与墨西哥的关税协议将延长90天

Group 1: Company Performance - Meta's stock surged by 12%, equivalent to an increase in market capitalization comparable to that of Kweichow Moutai [2] - Microsoft's stock rose approximately 5%, with its market capitalization briefly surpassing $4 trillion [2][6] - Meta reported Q2 revenue of $47.52 billion, a 22% year-over-year increase, and a net profit of $18.34 billion, up 36% [7] - Microsoft announced Q4 FY2025 revenue of $76.44 billion, an 18% increase year-over-year, with a net profit of $27.23 billion [7] Group 2: Capital Expenditure and Investment - Both Meta and Microsoft are significantly investing in AI infrastructure, with Meta's capital expenditure projected between $66 billion and $72 billion, up from a previous estimate of $64 billion to $72 billion [6] - Microsoft anticipates its Q1 capital expenditure and assets from financing leases to exceed $30 billion, higher than the analyst expectation of $24.23 billion [6] - Analysts believe that increased capital expenditure from both companies will benefit semiconductor manufacturers, with Microsoft accounting for 8% of AMD's sales and Meta for 2% of Broadcom's sales [6] Group 3: Analyst Sentiment - Morgan Stanley analysts express cautious optimism regarding Meta's AI spending, acknowledging the strength of its core business while being wary of potential overspending [7] - Barclays analysts maintain an "overweight" rating on Microsoft, citing strong demand for its data center infrastructure and its unique position in the software sector [7]