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VERSION:2.0
PRODID:-//Catalyst Calendar//CN-US Event Research//ZH
CALSCALE:GREGORIAN
METHOD:PUBLISH
X-WR-CALNAME:Catalyst Calendar
X-WR-CALDESC:Market-moving event research, reminders and post-event review.
BEGIN:VEVENT
UID:evt-hyperscaler-q2-2026-ai-capex-earnings-window@catalyst-calendar.local
DTSTAMP:20260720T200621Z
DTSTART:20260729T200000Z
DTEND:20260729T203000Z
SUMMARY:美股云厂商2026年二季度财报与AI资本开支集中验证窗口
DESCRIPTION:微软、Alphabet、Meta、Amazon等云厂商的二季度财报窗口预计集中在2026年7月下旬至8月初。Q1官方披露已显示AI基础设施、GPU、Trainium、云RPO和资本开支成为核心变量，本窗口将直接影响AI服务器、GPU、HBM、光模块和电力链需求预期。\\nImpact score: 85\\nExpected: 关注2026资本开支上修/下修、AI云收入、GPU/ASIC采购、数据中心容量瓶颈、折旧压力和自研芯片推进。\\nAffected: MSFT(subject\, mixed\, score 86)\; GOOGL(subject\, mixed\, score 82)\; META(subject\, mixed\, score 84)\; AMZN(subject\, mixed\, score 86)\; NVDA(supplier\, mixed\, score 90)\; AVGO(supplier\, mixed\, score 82)\\nSources: Meta Q1 2026 results outlook: https://investor.atmeta.com/investor-news/press-release-details/2026/Meta-Reports-First-Quarter-2026-Results/default.aspx\\nAmazon Q1 2026 results: https://ir.aboutamazon.com/news-release/news-release-details/2026/Amazon-com-Announces-First-Quarter-Results/default.aspx\\nMicrosoft FY2026 Q3 earnings call: https://www.microsoft.com/en-us/investor/events/fy-2026/earnings-fy-2026-q3\\nAlphabet Q1 2026 earnings call: https://abc.xyz/investor/events/event-details/2026/2026-Q1-Earnings-Call-2026-nW8kCrBAKS/default.aspx\\nInformation only. Not investment advice.
URL:https://0.0.0.0:3000/?event=evt-hyperscaler-q2-2026-ai-capex-earnings-window
CATEGORIES:earnings\,US\,hyperscaler capex\,cloud AI\,GPU demand\,AI servers
SEQUENCE:0
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DESCRIPTION:Review catalyst preview: 美股云厂商2026年二季度财报与AI资本开支集中验证窗口
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DESCRIPTION:Complete post-event review: 美股云厂商2026年二季度财报与AI资本开支集中验证窗口
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