亚马逊与英特尔领衔盘后财报，AWS增速与英特尔复苏成焦点
Amazon and Intel headline the earnings releases after today’s close
Amazon and Intel will release financial reports after the U.S. stock market closes. The market will focus on whether AWS' revenue can reach approximately US$45.4 billion to US$45.6 billion, a year-on-year increase of approximately 38%, and whether Intel's adjusted earnings per share of approximately US$0.41, a year-on-year increase of approximately 77%, can be fulfilled. Amazon's capital expenditure outlook of approximately US$220 billion and AWS operating profit margin are key to judging whether AI investment can be converted into profits. Intel needs to provide evidence of server processor demand and foundry business progress. Starbucks, Gilead Sciences and First Solar also released financial reports on the same day.
The after-hours financial reports of Amazon and Intel will test both ends of the AI narrative: Whether AWS's growth rate and profit margin can match the capital expenditure of approximately US$220 billion will determine the market's confidence in the return on AI investment; Intel will need to prove its recovery with server processor demand and foundry progress. For gold and foreign exchange traders, the performance guidance of the two technology giants will be transmitted to the US dollar and safe-haven assets through the risk appetite of US stocks. The after-hours fluctuations after the financial reports are worth paying attention to.
文章梳理了亚马逊与英特尔盘后财报的关键预期数字，读者可据此对照AI云业务增速与资本开支之间的张力。
来源：ForexLive · investinglive.com