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SpaceX(SPCX) 将集中披露季度财报，这四家纳斯达克巨头合计估值约 3.6 万亿美元，其股价近期更多受预期驱动而非实际业绩超预期推动。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>Woofun AI 整理数据显示，Meta 计划在 2026 年投入 1300 亿美元至 1450 亿美元用于设备及数据中心建设，第二季度相关支出达 311 亿美元后，自由现金流仅剩 7.84 亿美元，加之利润不及预期，股价盘后下跌超 7%；\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>此外，Meta 预计本季度还将承担约 100 亿美元诉讼费用，源于最高 180 亿美元的和解协议。SpaceX 第二季度支出 184 亿美元，其中 158 亿美元投向人工智能领域，账面亏损 5.41 亿美元，但首席财务官布雷特·约翰森指出，调整后人工智能业务实现 11 亿美元利润，大部分流向英伟达(NVDA)，公司并预计未来数季资本开支将维持与第二季度相近的水平。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>特斯拉第三季度交付 486,532 辆汽车，超出市场预期的约 46.2 万辆；但第二季度每股收益 0.33 美元，低于市场预期的 0.51 美元及上年同期的 0.40 美元，利润率承压明显。马斯克表示，SpaceX 预计在今年 12 月实现 1000 亿美元以上的年度经常性营收，这关乎其能否朝着 8 月设定的目标取得进展。奈飞则面临不同考验，其指引第三季度营收为 128.6 亿美元，2026 年全年营收指引为 510 亿至 514 亿美元，广告收入约 30 亿美元；上周银行股虽财报良好但未上涨，吉姆·克拉默指出这一矛盾，本周 AI 重投公司或将面临类似市场反应。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>最专业的美股资讯,推荐美股大数据 \u003Ca 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buy@TradesMax.com 美国电话 626-378-3637","公司介绍","\u003Cp class=\"MsoNormal\">美股大数据 \u003Ca href=\"https:\u002F\u002Fstockwe.com\" rel=\"noopener\">StockWe.com\u003C\u002Fa> 是一个美国领先的金融和美股信息大数据提供商，紧盯华尔街金融市场和行情，2008年成立于美国硅谷，创始人是前纽约证券交易所资深分析师Ken，联合多位摩根斯坦利分析师，谷歌 Meta工程师利用AI和大数据，配合十多年美股实战经验和业内量化交易模型，每天处理海量股票数据：挖掘潜力大牛股，捕捉期权异动大单，实时主力资金流向、机构持仓变化、川普突发新闻，美股买卖信号第一时间发到您手机APP。\u003C\u002Fp>","专业美股投资者都在这里",{"loading":81,"search":82,"searchPlaceholder":82,"hotContent":83,"draft":84,"noData":85,"searchNoData":86,"courseContent":87,"more":88,"buyNow":89,"subscribeNow":90,"encoding":91,"paidContent":92},"Loading...","搜索","热门内容","草稿","目前没有任何内容公布","当前检索内容没有数据","课程内容","更多","立即购买后观看","- 立即订阅 -","视频编码中...","付费内容"]