We're sunsetting PodQuest on 2025-07-28. Thank you for your support!
Export Podcast Subscriptions
cover of episode Microsoft, Meta Impress and Apple, Amazon Loom

Microsoft, Meta Impress and Apple, Amazon Loom

2025/5/1
logo of podcast Schwab Market Update Audio

Schwab Market Update Audio

AI Deep Dive Transcript
People
C
Colin Martin
无可用信息。
J
Jeffrey Kleintop
K
Keith Lansford
Topics
Keith Lansford: 我是凯斯·兰斯福德,这是5月1日星期四施瓦布对市场的初步展望。今天投资者关注的焦点是Meta Platforms和微软的强劲业绩,以及即将发布的苹果和亚马逊的财报。美国经济第一季度萎缩0.3%,低于预期的0.4%增长,但标准普尔500指数仍连续七个交易日上涨。第一季度GDP下降的主要原因是净出口减少和个人消费支出增加。核心个人消费支出价格指数的增长可能引发投资者对滞胀的担忧。即将发布的非农就业数据对短期市场至关重要,分析师预测就业人数将大幅下降。微软和Meta的业绩超出预期,Meta提高了资本支出预期,这对于生产AI芯片的半导体公司来说是个好消息。微软Azure云平台的增长强劲,但其增长能否持续存在疑问。Meta的第二季度营收预期良好,并下调了2025财年的支出预期。亚马逊的云业务AWS的增长可能放缓,但消费者业务可能受益于关税前的提前购买。投资者应该关注亚马逊的供应链和AI支出情况,其业绩可能对其他零售商产生影响。四月份的ISM制造业指数预期下降,低于荣枯线。初始失业救济金申请人数预计略有上升,但仍接近长期平均水平。美联储处于静默期,五月降息的可能性较小,六月降息的可能性为67%。昨日股市出现月末反弹,可能与投资组合再平衡等因素有关。能源板块下跌,国债收益率接近三周低点。标准普尔500指数昨日触及支撑位后出现反弹,表明技术支撑相对稳固。 Colin Martin: 核心个人消费支出价格指数的3.5%同比季度增长可能引发投资者对滞胀的担忧。企业投资激增,但消费放缓。企业投资的增长可能代表关税前的提前需求。 Jeffrey Kleintop: 分析师预计日本央行此次会议将维持利率不变,但今年晚些时候可能加息。日元兑美元今年已上涨约10%。

Deep Dive

Shownotes Transcript

Solid results from Meta and Microsoft precede Apple and Amazon earnings later today. This morning features jobless claims and ISM Manufacturing with the SPX on a 7-day win streak.

Important Disclosures

The information provided here is for general informational purposes only and should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned here may not be suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decision.

All expressions of opinion are subject to change without notice in reaction to shifting market conditions. Data contained herein from third-party providers is obtained from what are considered reliable sources. However, its accuracy, completeness, or reliability cannot be guaranteed.

Examples provided are for illustrative purposes only and not intended to be reflective of results you can expect to achieve.

The Schwab Center for Financial Research is a division of Charles Schwab & Co., Inc.

All names and market data shown above are for illustrative purposes only and are not a recommendation, offer to sell, or a solicitation of an offer to buy any security. Supporting documentation for any claims or statistical information is available upon request.

Past performance is no guarantee of future results, and the opinions presented cannot be viewed as an indicator of future performance.

Investing involves risk, including loss of principal.

Diversification strategies do not ensure a profit and do not protect against losses in declining markets.

Indexes are unmanaged, do not incur management fees, costs, and expenses and cannot be invested in directly. For more information on indexes, please see schwab.com/indexdefinitions.

The policy analysis provided by the Charles Schwab & Co., Inc., does not constitute and should not be interpreted as an endorsement of any political party.

Fixed income securities are subject to increased loss of principal during periods of rising interest rates. Fixed income investments are subject to various other risks including changes in credit quality, market valuations, liquidity, prepayments, early redemption, corporate events, tax ramifications, and other factors.

The Schwab Center for Financial Research is a division of Charles Schwab & Co., Inc.

(0130-0425)