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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-megacap-ai-capex-q2-2026-earnings-window@catalyst-calendar.local
DTSTAMP:20260720T200627Z
DTSTART:20260723T200000Z
DTEND:20260723T203000Z
SUMMARY:美国云厂商2026年二季度AI资本开支集中验证窗口
DESCRIPTION:Alphabet、Microsoft、Meta、Amazon的二季度或财年四季度业绩预计集中在2026年7月下旬。该窗口是GPU、AI服务器、网络、存储、电力和数据中心资本开支可持续性的核心验证。\\nImpact score: 91\\nExpected: 市场将比较云收入增速、AI资本开支、数据中心折旧、GPU供给、AI产品货币化和自由现金流压力。\\nAffected: MSFT(subject\, unknown\, score 86)\; GOOGL(subject\, unknown\, score 84)\; META(subject\, unknown\, score 84)\; AMZN(subject\, unknown\, score 84)\; NVDA(supplier\, unknown\, score 88)\; AVGO(supplier\, unknown\, score 80)\\nSources: Alphabet earnings calendar estimate: https://www.wallstreethorizon.com/alphabet-earnings-calendar\\nMicrosoft earnings calendar estimate: https://www.wallstreethorizon.com/microsoft-earnings-calendar\\nMeta earnings calendar estimate: https://www.wallstreethorizon.com/meta-earnings-calendar\\nAmazon earnings calendar estimate: https://www.wallstreethorizon.com/amazon-earnings-calendar\\nInformation only. Not investment advice.
URL:https://0.0.0.0:3000/?event=evt-us-megacap-ai-capex-q2-2026-earnings-window
CATEGORIES:earnings\,US\,cloud capex\,hyperscaler\,AI server\,GPU\,data center
SEQUENCE:0
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ACTION:DISPLAY
DESCRIPTION:Review catalyst preview: 美国云厂商2026年二季度AI资本开支集中验证窗口
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TRIGGER:PT24H
ACTION:DISPLAY
DESCRIPTION:Complete post-event review: 美国云厂商2026年二季度AI资本开支集中验证窗口
END:VALARM
END:VEVENT
END:VCALENDAR