苹果、优步和帕兰提尔能否扭转股市颓势？市场确有此需。对人工智能过度支出的担忧上周重创谷歌股价，并将纳斯达克综合指数推至自2025年3月以来的最差单月表现。尽管主要指数今年以来仍保持上涨，但再来几个像周五那样的交易日就可能改变这一局面。好在我们有一批财报或能缓解悲观情绪。
Can Apple, Uber and Palantir turn this stock market around? It sure needs it. Worries about excessive AI spending tanked Google’s stock last week and sent the Nasdaq Composite to its worst month since March 2025. While the major indexes are still in the green for the year, a few more days like Friday’s could change that. Fortunately, we have a handful of earnings that might temper the gloom.
帕兰提尔科技将于周一发布财报，已告知投资者预计第三季度营收同比激增83%。这较第二季度高达93%的增速有所放缓。但至少投资者将暂时摆脱巨额资本支出的担忧。帕兰提尔上半年资本支出仅为2200万美元。
Palantir Technologies, which reports Monday, has told investors to expect an 83% jump in the third quarter from the year-ago period. That’s a slowdown from the second quarter’s blistering 93% growth. But at least investors will get a reprieve from enormous capital expenditures. Palantir only spent $22 million in capex in the first half.
至于苹果，公司已警告投资者，先进芯片制造的供应限制将导致营收增速放缓，预计9月季度同比增长9%至11%，低于6月季度的16%增速。苹果还预测iPhone营收增速将处于中等双位数（mid-teens），低于6月季度的22%。如果前景好于预期，可能提振市场情绪。另一方面，如果这两家公司中的任意一家增速放缓幅度超出预期，可能给投资者另一个抛售科技股的理由。
As for Apple, it’s already warned investors that supply constraints for advanced chip manufacturing would contribute to slower revenue growth, to a range of 9% to 11% in the September quarter from a year ago, slower than its 16% growth in the June quarter. Apple has also forecast iPhone revenue growth in the mid-teens versus 22% in the June quarter. An improvement on that outlook could buoy the mood. On the other hand, a sharper slowdown in growth from either companies could give investors another reason to sell tech stocks.