特朗普关税下的科技巨头财报周来袭，"关税受害者"们终于要正面回应这场风暴可能的冲击。 下周，当Meta、微软、亚马逊、苹果和Spotify等科技巨头陆续公布财报时，投资者将密切关注其供应链和从海外进口产品面临的潜在关税打击。 根据综合分析，亚马逊和苹果可能是关税风暴中受冲击最严重的两大科技巨头。 亚马逊将于下周四美股盘后公布财报， 公司不仅广告业务可能受到冲击，其 严重依赖亚洲供应商和零售商的市场收入也必将遭受特朗普关税的痛击。 而苹果也将在下周四美股盘后公布财报， 虽然公司可能因消费者恐慌性提前购买而短期受益，但随着关税全面实施，其供应链成本上升和消费者购买力下降的 双重压力将逐渐显现。 关税风暴下，科技巨头眼中的喜与忧 科技巨头已经嗅到关税风暴的气味。 Alphabet 首席执行官Sundar Pichai在最近的财报电话会议上间接提到关税影响： 我们显然不能免疫于宏观环境。但我们不想推测潜在影响，只需注意的是，最低限额豁免的改变显然将对我们2025年的广告业务造成轻微阻力， 主要来自亚太地区零售商。 特斯拉 CEO马斯克直言不讳： 当利润率仍然较低时，关税对公司是严峻的考验。 尽管与特朗普关系密切，马斯 ...

Group 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]