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PRODID:-//Catalyst Calendar//CN-US Event Research//ZH
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X-WR-CALNAME:Catalyst Calendar
X-WR-CALDESC:Market-moving event research, reminders and post-event review.
BEGIN:VEVENT
UID:evt-mag7-cloud-ai-q2-2026-earnings-capex-window@catalyst-calendar.local
DTSTAMP:20260720T200611Z
DTSTART:20260723T200000Z
DTEND:20260723T203000Z
SUMMARY:美股云厂商Q2/FYQ4财报与AI资本开支集中验证窗口
DESCRIPTION:7月下旬至8月初，Alphabet、Microsoft、Meta和Amazon将进入新一轮财报与电话会窗口。即使部分具体日期仍由商业日历估算，该窗口对AI服务器、GPU、网络、HBM和数据中心电力链条具有系统性影响，因为市场将集中验证AI资本开支是否继续上修以及云收入能否消化算力投入。\\nImpact score: 82\\nExpected: 云收入增长、AI capex、数据中心产能约束、GPU供应、折旧压力和AI产品变现将决定AI硬件链条是否继续获得订单和估值支撑。\\nAffected: MSFT(subject\, mixed\, score 94)\; GOOGL(subject\, mixed\, score 90)\; QQQ(index\, mixed\, score 90)\; AMZN(subject\, mixed\, score 88)\; NVDA(supplier\, mixed\, score 88)\; META(subject\, mixed\, score 86)\\nSources: Alphabet Q1 2026 earnings call: https://abc.xyz/investor/events/event-details/2026/2026-Q1-Earnings-Call-2026-nW8kCrBAKS/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 investor relations: https://www.microsoft.com/en-us/investor/default\\nMeta Q1 2026 results and Q2 guidance: https://investor.atmeta.com/investor-news/press-release-details/2026/Meta-Reports-First-Quarter-2026-Results/default.aspx\\nWall Street Horizon Alphabet earnings calendar: https://www.wallstreethorizon.com/alphabet-earnings-calendar\\nWall Street Horizon Meta earnings calendar: https://www.wallstreethorizon.com/meta-earnings-calendar\\nYahoo Finance MSFT Earnings Calendar: https://finance.yahoo.com/calendar/earnings?symbol=MSFT\\nMicrosoft FY26 Q3 earnings official page: https://www.microsoft.com/en-us/investor/earnings/fy-2026-q3/press-release-webcast\\nMicrosoft Investor Relations events: https://www.microsoft.com/en-us/investor/events/default\\nAlphabet investor relations: https://abc.xyz/investor/\\nMeta Investor Relations events: https://investor.atmeta.com/investor-events/\\nAmazon investor events: https://ir.aboutamazon.com/events/default.aspx\\nWall Street Horizon Amazon earnings calendar: https://www.wallstreethorizon.com/amazon-earnings-calendar\\nApple Q3 2026 estimated date: https://www.wallstreethorizon.com/apple-earnings-calendar\\nMicrosoft Investor Relations events: https://www.microsoft.com/en-us/investor/events\\nMeta Investor Relations quarterly results: https://investor.atmeta.com/financials/default.aspx\\nAmazon Quarterly Results: https://ir.aboutamazon.com/quarterly-results/default.aspx\\nApple investor relations: https://investor.apple.com/investor-relations/default.aspx\\nAlphabet investor relations events: https://abc.xyz/investor/events/\\nMeta Investor Relations: https://investor.atmeta.com/home/default.aspx\\nWall Street Horizon AMD earnings calendar: https://www.wallstreethorizon.com/amd-earnings-calendar\\nMicrosoft investor FAQ: https://www.microsoft.com/en-us/investor/faq\\nAlphabet IR news: https://abc.xyz/investor/news/default.aspx\\nTesla investor relations: https://ir.tesla.com/\\nAMD Q1 2026 results: https://ir.amd.com/news-events/press-releases/detail/1284/amd-reports-first-quarter-2026-financial-results\\nMeta Q1 2026 official results: https://investor.atmeta.com/investor-news/press-release-details/2026/Meta-Reports-First-Quarter-2026-Results/\\nAlphabet Q1 2026 results official filing: https://www.sec.gov/Archives/edgar/data/1652044/000165204426000043/googexhibit991q12026.htm\\nAmazon Q1 2026 earnings release: https://s2.q4cdn.com/299287126/files/doc_earnings/2026/q1/earnings-result/AMZN-Q1-2026-Earnings-Release.pdf\\nTom's Hardware hyperscaler capex summary: https://www.tomshardware.com/tech-industry/big-tech/big-techs-ai-spending-plans-reach-725-billion\\nMarketBeat Microsoft estimated Q4 FY2026 earnings date: https://www.marketbeat.com/stocks/NASDAQ/MSFT/earnings/\\nMicrosoft Investor Relations: https://www.microsoft.com/en-us/Investor/earnings\\nMeta Investor Relations: https://investor.fb.com/financials/\\nAlphabet Q1 2026 results: https://s206.q4cdn.com/479360582/files/doc_financials/2026/q1/2026q1-alphabet-earnings-release.pdf\\nTipRanks Amazon estimated earnings date: https://www.tipranks.com/stocks/amzn/earnings\\nAmazon Q1 2026 official release: https://www.aboutamazon.com/news/company-news/amazon-earnings-q1-2026-report\\nMeta Q1 2026 earnings call: https://investor.atmeta.com/investor-events/event-details/2026/Q1-2026-Earnings-Call/default.aspx\\nAlphabet Q1 2026 earnings slides: https://s206.q4cdn.com/479360582/files/doc_financials/2026/q1/2026q1-alphabet-earnings-slides.pdf\\nAmazon Q1 2026 results: https://ir.aboutamazon.com/news-release/news-release-details/2026/Amazon-com-Announces-First-Quarter-Results/\\nMeta Q1 2026 results SEC exhibit: https://www.sec.gov/Archives/edgar/data/1326801/000162828026028364/meta-03312026xexhibit991.htm\\nApple Q2 2026 Results: https://www.apple.com/newsroom/2026/04/apple-reports-second-quarter-results/\\nMicrosoft FY26 Q3 performance: https://www.microsoft.com/en-us/Investor/earnings/FY-2026-Q3/intelligent-cloud-performance\\nMeta investor events: https://investor.atmeta.com/investor-events/default.aspx?ShowEvents=PAST\\nMicrosoft FY26 Q3 official results: https://www.microsoft.com/en-us/Investor/earnings/FY-2026-Q3/press-release-webcast\\nMicrosoft FY26 Q3 earnings call: https://www.microsoft.com/en-us/investor/events/fy-2026/earnings-fy-2026-q3\\nAmazon Q1 2026 earnings call: https://ir.aboutamazon.com/events/event-details/2026/Q1-2026-Amazoncom-Inc-Earnings-Conference-Call-/default.aspx\\nNasdaq earnings calendar: https://www.nasdaq.com/market-activity/earnings\\nMicrosoft investor relations: https://www.microsoft.com/en-us/Investor\\nMeta investor relations: https://investor.atmeta.com/\\nAmazon investor relations: https://ir.aboutamazon.com/\\nAmazon Investor Relations: https://ir.aboutamazon.com/overview/default.aspx\\nYahoo Finance GOOGL Calendar: https://finance.yahoo.com/calendar/earnings?symbol=GOOGL\\nYahoo Finance META Quote: https://finance.yahoo.com/quote/META/\\nYahoo Finance AAPL Calendar: https://finance.yahoo.com/calendar/earnings?symbol=AAPL\\nMeta Q1 2026 results PDF: https://s21.q4cdn.com/399680738/files/doc_financials/2026/q1/Meta-03-31-2026-Exhibit-99-1_final.pdf\\nMeta Investor Relations Financials: https://investor.atmeta.com/financials/\\nWall Street Horizon Microsoft earnings calendar: https://www.wallstreethorizon.com/microsoft-earnings-calendar\\nMarketBeat Alphabet estimated Q2 earnings date: https://www.marketbeat.com/stocks/NASDAQ/GOOGL/earnings/\\nAlphabet IR earnings page: https://abc.xyz/investor/earnings/\\nPublic.com Alphabet earnings calendar: https://public.com/stocks/googl/earnings\\nQuartr Amazon IR Calendar: https://quartr.com/companies/amazon-com-inc_4762\\nMeta Q1 2026 results: https://www.prnewswire.com/news-releases/meta-reports-first-quarter-2026-results-302757852.html\\nInformation only. Not investment advice.
URL:https://0.0.0.0:3000/?event=evt-mag7-cloud-ai-q2-2026-earnings-capex-window
CATEGORIES:earnings\,US\,earnings\,AI capex\,cloud\,advertising\,guidance\,hyperscaler\,capex\,云计算\,AI服务器\,GPU\,cloud capex\,AI server\,ASIC\,megacap tech\,hyperscaler capex\,AI servers\,data center\,AI_capex\,mega_cap\,watch\,earnings window\,hyperscalers\,mega-cap tech\,云资本开支\,AI数据中心\,HBM\,earnings-guidance\,AI-capex\,estimated\,云厂商\,AI资本开支\,数据中心\,earnings_window\,data_center\,AI Capex\,财报窗口\,云厂商capex\,GPU需求\,AWS\,Azure\,Google Cloud\,Meta AI\,AI infrastructure\,大型科技财报\,广告\,semiconductor\,Mag7\,AI search\,AI Search\,search\,cloud AI\,GPU demand\,Hyperscaler\,AI data center\,hyperscaler earnings\,AI\,megacap
SEQUENCE:0
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DESCRIPTION:Review catalyst preview: 美股云厂商Q2/FYQ4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Q2/FYQ4财报与AI资本开支集中验证窗口
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