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.
主要科技公司正在遭遇一个令人惊讶的趋势，即即使超过华尔街的预期也无法满足投资者。这导致股价下跌，尽管财报呈现积极态势。
What Happened: Major technology companies are experiencing a paradox where surpassing Wall Street estimates is insufficient to satisfy investors.
发生了什么: 主要科技公司正在经历一个悖论，即超过华尔街的预期不足以满足投资者。
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.
微软（纳斯达克:MSFT）周四报告的季度营业收入超过预期10亿美元，净利润比去年同期增长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.
尽管这些出色的数字，由于对即将到来的季度的保守预测，微软的股价下跌了6.1%，标志着自2022年10月26日以来的最糟糕表现，CNBC周五报道。
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.
苹果（纳斯达克:AAPL）面临类似的投资者反应。尽管超过华尔街的预期，但由于投资者对12月季度销售指导的担忧，该股周五盘前开始下滑。
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Alphabet（纳斯达克：GOOGL）在周三财报后最初看到股价上涨近3％，但在OpenAI宣布推出Chat GPt搜索后，周四股价下跌1.9％。 这是Google搜索的一个竞争对手。
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的投资策略师Ross Mayfield评论了这一情况，称:"我认为我们已经到了人工智能热情和潜力还不够的时候了。 这些公司尚未提供定价预期增长。"
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.
为什么重要: 这一评论正值微软、苹果和Meta等公司押注人工智能热潮之际。微软的人工智能业务正朝着年营收超过100亿美元的目标迈进，标志着里程碑。
CEO Satya Nadella emphasized the rapid adoption of AI across Microsoft's product portfolio, highlighting strong customer demand.
首席执行官萨提亚·纳德拉强调了微软产品组合中人工智能的快速采用，突出了客户对其强劲需求。
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·克雷默指出，谷歌的计划在明年增加人工智能基础设施投资，可能会极大地惠及纳斯达克上的英伟达公司。 谷歌最近的财报显示营业收入增加15％，强调其对技术进步的战略重点。
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Disclaimer: This content was partially produced with the help of Benzinga Neuro and was reviewed and published by Benzinga editors.
免责声明：本内容部分使用Benzinga Neuro制作，并由Benzinga编辑审核和发布。
Images via Shutterstock, Edited via Canva
图片来自shutterstock，经canva编辑
