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個令人驚訝的趨勢，即即使超過華爾街的預期也無法滿足投資者。這導致股價下跌，儘管業績呈現積極態勢。
What Happened: Major technology companies are experiencing a paradox where surpassing Wall Street estimates is insufficient to satisfy investors.
發生了什麼: 主要科技公司正在經歷一個悖論，即超過華爾街的預期不足以滿足投資者。
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.
微軟（納斯達克:MSFT）週四報告的季度營業收入超過預期10億美元，淨利潤比去年同期增長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.
儘管這些出色的數字，由於對即將到來的季度的保守預測，微軟的股價下跌了6.1%，標誌着自2022年10月26日以來的最糟糕表現，CNBC週五報道。
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.
蘋果（納斯達克:AAPL）面臨類似的投資者反應。儘管超過華爾街的預期，但由於投資者對12月季度銷售指導的擔憂，該股週五盤前開始下滑。
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Alphabet（納斯達克：GOOGL）在週三業績後最初看到股價上漲近3％，但在OpenAI宣佈推出Chat GPt搜索後，週四股價下跌1.9％。 這是Google搜索的一個競爭對手。
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的投資策略師Ross Mayfield評論了這一情況，稱:"我認爲我們已經到了人工智能熱情和潛力還不夠的時候了。 這些公司尚未提供定價預期增長。"
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.
爲什麼重要: 這一評論正值微軟、蘋果和Meta等公司押注人工智能熱潮之際。微軟的人工智能業務正朝着年營收超過100億美元的目標邁進，標誌着里程碑。
CEO Satya Nadella emphasized the rapid adoption of AI across Microsoft's product portfolio, highlighting strong customer demand.
首席執行官薩提亞·納德拉強調了微軟產品組合中人工智能的快速採用，突出了客戶對其強勁需求。
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，谷歌的計劃在明年增加人工智能基礎設施投資，可能會極大地惠及納斯達克上的英偉達公司。 谷歌最近的業績顯示營業收入增加15％，強調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
圖片來自shutterstock，經canva編輯
