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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-us-hyperscaler-q2-2026-ai-capex-earnings-window@catalyst-calendar.local
DTSTAMP:20260601T102644Z
DTSTART:20260728T200000Z
DTEND:20260728T203000Z
SUMMARY:美国云厂商Q2 2026财报与AI资本开支再定价窗口
DESCRIPTION:7月下旬美国大型云厂商预计进入Q2 2026财报窗口。Microsoft、Alphabet、Amazon、Meta的AI资本开支、数据中心扩建、GPU/ASIC采购、云AI收入和折旧压力将直接影响AI服务器、GPU、HBM、网络、光模块、散热供电和半导体指数定价。日期仍以商业日历估算，需等待公司IR正式确认。\\nImpact score: 93\\nExpected: 验证AI capex是否继续上修、AI云收入是否覆盖折旧和电力成本、GPU/ASIC采购是否扩散至NVIDIA、Broadcom、Marvell、Micron、TSMC和AI服务器链。\\nAffected: NVDA(supplier\, mixed\, score 92)\; QQQ(etf\, mixed\, score 90)\; MSFT(subject\, mixed\, score 88)\; META(subject\, mixed\, score 88)\; AMZN(subject\, mixed\, score 86)\; GOOGL(subject\, mixed\, score 84)\\nSources: Microsoft FY26 Q3 official results: https://www.microsoft.com/en-us/investor/earnings/fy-2026-q3/press-release-webcast\\nMeta Q1 2026 official results: https://investor.atmeta.com/investor-news/press-release-details/2026/Meta-Reports-First-Quarter-2026-Results/\\nAlphabet Q1 2026 SEC exhibit: https://www.sec.gov/Archives/edgar/data/1652044/000165204426000043/googexhibit991q12026.htm\\nAmazon Q1 2026 earnings release PDF: 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\\nMeta Q1 2026 official results: https://investor.atmeta.com/investor-news/press-release-details/2026/Meta-Reports-First-Quarter-2026-Results/default.aspx\\nMarketBeat Microsoft estimated earnings date: https://www.marketbeat.com/stocks/NASDAQ/MSFT/earnings/\\nInformation only. Not investment advice.
URL:https://0.0.0.0:3000/?event=evt-us-hyperscaler-q2-2026-ai-capex-earnings-window
CATEGORIES:earnings\,US\,云资本开支\,hyperscaler\,AI数据中心\,GPU\,HBM\,AI capex\,cloud\,data center\,earnings window
SEQUENCE:0
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TRIGGER:-P1D
ACTION:DISPLAY
DESCRIPTION:Review catalyst preview: 美国云厂商Q2 2026财报与AI资本开支再定价窗口
END:VALARM
BEGIN:VALARM
TRIGGER:PT24H
ACTION:DISPLAY
DESCRIPTION:Complete post-event review: 美国云厂商Q2 2026财报与AI资本开支再定价窗口
END:VALARM
END:VEVENT
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