美国科技业超级周：Mag 7财报，英伟达GTC大会，科技股再度引领美股？

Core Viewpoint - The upcoming earnings reports from major tech companies and NVIDIA's GTC conference are highly anticipated, with investors focusing on cloud business growth, AI capital expenditures, and advertising revenues [1][4][5] Group 1: Earnings Reports Focus - The earnings season will spotlight the growth of cloud services, with Google Cloud and Microsoft Azure showing over 30% growth, while Amazon AWS lags at 18% [5] - Capital expenditures will be a key indicator of tech giants' ambitions in AI, with particular attention on Microsoft, Google, Amazon, and Meta's investments in data centers and AI infrastructure [5] - Meta's ability to sustain advertising revenue to support its AI investments will be a significant point of interest, alongside Google's search ad growth rate to assess the impact of emerging applications like ChatGPT [5] Group 2: Market Expectations - Analyst expectations for major tech companies are high, with Apple projected to report $102.088 billion in revenue (up 7.5%) and an EPS of $1.76 (up 81%) [6] - Microsoft is expected to report $75.387 billion in revenue (up 14.9%) and an EPS of $3.66 (up 10.9%) [6] - Alphabet (Google) is anticipated to report $100.11 billion in revenue (up 13.4%) and an EPS of $2.27 (up 7%) [6] Group 3: NVIDIA GTC Conference - NVIDIA's GTC conference is another focal point, aimed at developers and partners in the AI ecosystem, with CEO Jensen Huang's keynote expected to reignite market enthusiasm for AI [8] Group 4: Market Sentiment - There is a prevailing optimistic sentiment in the investment community, with Goldman Sachs highlighting that any bearish outlook will face challenges from the Federal Reserve, U.S. fiscal stimulus, and the substantial spending of major tech companies [9][10] - Goldman Sachs has ranked major tech stocks by position strength, showing strong confidence in companies like Google, Microsoft, Meta, NVIDIA, Amazon, and Apple, indicating potential for new upward momentum in tech stocks if earnings reports align with optimistic expectations [10]