今夜！史诗级暴涨！

Group 1 - The article highlights the significant stock price increases of tech giants Meta and Microsoft following their strong earnings reports, with Meta's stock soaring by 12% and Microsoft's by approximately 5% [5][11] - Meta's market capitalization increased by an amount equivalent to the market value of Kweichow Moutai, while Microsoft's market value briefly surpassed $4 trillion, joining Nvidia in this elite group [5][11] - Both companies are making substantial investments in artificial intelligence infrastructure, with Meta raising its capital expenditure forecast to between $66 billion and $72 billion, and Microsoft expecting its capital expenditures to exceed $30 billion in the first fiscal quarter [11][12] Group 2 - Analysts from Citigroup believe that the increased capital expenditures by Meta and Microsoft will benefit semiconductor manufacturers, with Microsoft accounting for approximately 8% of AMD's sales and Meta for about 2% of Broadcom's sales [11][12] - Meta's CEO Mark Zuckerberg is actively recruiting AI talent and has invested $14.3 billion in the data labeling startup Scale AI, while also establishing a new Meta Super Intelligence Lab [12] - Morgan Stanley analysts express cautious optimism regarding Meta's AI spending, acknowledging the strength of its core business but raising concerns about the potential for overspending without guaranteed results [12][14] Group 3 - Microsoft's fourth fiscal quarter revenue reached $76.44 billion, a year-over-year increase of 18%, with net income of $27.23 billion, surpassing the previous year's figures [14] - Meta reported second-quarter revenue of $47.52 billion, a 22% year-over-year increase, with net income of $18.34 billion, reflecting a 36% growth compared to the previous year [15] - Economic indicators show persistent inflation, with the core PCE price index rising to 2.8%, slightly above market expectations, while personal income and spending growth remained stable [15]