Apple, Microsoft Need To Do More Than Just Beating Wall Street Estimates, Says Analyst: 'AI Enthusiasm And Potential Is Not Enough"
Apple, Microsoft Need To Do More Than Just Beating Wall Street Estimates, Says Analyst: 'AI Enthusiasm And Potential Is Not Enough"
Despite these impressive figures, Microsoft's shares fell by 6.1% due to a conservative forecast for the upcoming quarter, marking its worst performance since October 26, 2022, CNBC reported on Friday.Major technology firms are encountering a surprising trend where surpassing Wall Street estimates is not enough to satisfy investors. This has led to a decline in stock prices, despite positive earnings reports.
主要科技公司正遇到一個令人驚訝的趨勢，即超越華爾街的估值不足以滿足投資者。這導致股價下跌，儘管業績表現積極。
What Happened: Major technology companies are experiencing a paradox where surpassing Wall Street estimates is insufficient to satisfy investors.
發生了什麼：主要科技公司正面臨一種悖論，即超過華爾街的估值不足以滿足投資者。
On Thursday, Microsoft (NASDAQ:MSFT) reported quarterly revenue exceeding expectations by $1 billion and an 11% increase in net income compared to the previous year.
週四，微軟（納斯達克代碼：MSFT）報告季度營業收入超過預期10億美元，淨利潤較去年同期增長11%。
Despite these impressive figures, Microsoft's shares fell by 6.1% due to a conservative forecast for the upcoming quarter, marking its worst performance since October 26, 2022, CNBC reported on Friday.
儘管這些令人印象深刻的數據，微軟的股價由於對未來季度保守的預測而下跌了6.1%，據CNBC週五報道，這是自2022年10月26日以來的最糟糕表現。
Apple (NASDAQ:AAPL) faced similar investor reactions. Despite exceeding Wall Street estimates, the stock began sliding down during Friday pre-market due to investors concerns about weak guidance for December quarter sales.
蘋果（納斯達克代碼：AAPL）面臨着類似的投資者反應。儘管超過華爾街的預期，但由於投資者對12月季度銷售指引疲軟的擔憂，股價在週五盤前開始下滑。
Even Alphabet (NASDAQ:GOOGL), which initially saw a nearly 3% rise in shares following its earnings report on Wednesday, experienced a 1.9% decline on Thursday after OpenAI announced rolling out of Chat GPT Search, a competition for Google Search.
即使谷歌（納斯達克代碼：GOOGL）最初在週三發佈業績後股價上漲近3%，但在OpenAI宣佈推出Chat GPt Search後，週四股價下跌了1.9%。這是針對Google Search推出的一項競爭活動。
Ross Mayfield, an investment strategist at Baird Private Wealth Management, commented on the situation, stating, "I think we're getting to the point where AI enthusiasm and potential is not enough. These companies are not quite delivering the growth that is priced into them."
Baird Private Wealth Management的投資策略師Ross Mayfield對此情況發表評論，稱：「我認爲我們正在達到人工智能熱情和潛力不再足夠的階段。這些公司還沒有提供定價中包含的增長。」
Why It Matters: The comment comes at a time when companies like Microsoft, Apple and Meta are banking on the AI buzz. Microsoft's AI Business is on track to surpass $10 billion in annual revenue, marking a significant milestone.
爲什麼這很重要：此評論是在微軟、蘋果和Meta等公司正押注人工智能熱潮的時候發表的。微軟的人工智能業務正朝着年營業收入超過100億美元的目標邁進，標誌着一個重要的里程碑。
CEO Satya Nadella emphasized the rapid adoption of AI across Microsoft's product portfolio, highlighting strong customer demand.
首席執行官薩特亞·納德拉強調了人工智能在微軟產品組合中的快速採用，突出了客戶需求強勁。
Jim Cramer noted that Alphabet's plans to increase AI infrastructure investments next year could significantly benefit NVIDIA Corp (NASDAQ:NVDA). Alphabet's recent earnings report revealed a 15% revenue increase, underscoring its strategic focus on technology advancements.
吉姆·克萊默指出，谷歌計劃明年增加人工智能基礎設施投資，可能大大有利於納斯達克公司(NVIDIA Corp)。谷歌最近的財務報告顯示營業收入增長15%，凸顯其對技術進步的戰略重點。
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Disclaimer: This content was partially produced with the help of Benzinga Neuro and was reviewed and published by Benzinga editors.
免責聲明：本內容部分使用Benzinga Neuro製作，並由Benzinga編輯審核和發佈。
Images via Shutterstock, Edited via Canva
圖片通過shutterstock提供，通過canva編輯
譯文內容由第三人軟體翻譯。
