快訊:Magnificent Seven遭遇自川普關稅風波以來最糟糕的一天

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週四,追蹤美科技巨頭的 MAGS ETF 大跌 4.25%,創 2025 年 4 月以來單日新低。主因是特斯拉每股收益(33美分)低於預期(51美分),以及 Alphabet 上調 2026 年資本支出至 2050 億美元導致自由現金流首度轉負。此外,胡塞武裝襲擊油輪導致布倫特原油突破 100 美元,推升美債收益率並壓抑風險投資情緒,造成包括微軟在內的所有「科技七巨頭」股價全線下跌。

TheRoundhill Magnificent Seven ETF(BATS:MAGS), which tracks the seven largest U.S. technology companies, fell 4.25% Thursday morning, on pace for its worst session since April 2025.

追蹤美國七大科技公司的Roundhill Magnificent Seven ETF(BATS:MAGS)周四上午下跌4.25%,正走向2025年4月以來最糟糕的交易日。

Tesla Inc.(NASDAQ:TSLA) led the drop, down 12.31% after adjusted earnings of 33 cents a share missed the 51 cents analysts expected.Alphabet Inc.(NASDAQ:GOOGL) fell 6.79% after lifting its 2026 capital spending forecast to as much as $205 billion.

特斯拉公司(納斯達克:TSLA)領跌,跌幅達12.31%,因其調整後每股收益為33美分,低於分析師預期的51美分。Alphabet Inc.(納斯達克:GOOGL)下跌6.79%,因其將2026年資本支出預測上調至最高$2,050億。

Both reported negative free cash flow, the money left after paying for factories, chips and data centers. Alphabet's went negative for the first time as a public company.

兩家公司均報告了負自由現金流,即在支付工廠、晶片和數據中心費用後的剩餘資金。Alphabet的自由現金流自上市以來首次轉為負值。

Rising oil prices also affected risk sentiment. Brent crude topped $100 a barrel for the first time since May after Houthi attacks on tankers off Saudi Arabia, sending the 10-year Treasury yield to its highest level since January 2025.

油價上漲也影響了風險情緒。由於胡塞武裝襲擊沙烏地阿拉伯附近油輪,布倫特原油價格自5月以來首次突破每桶$100,推動10年期美國國債收益率升至2025年1月以來的最高水平。

Every one of the seven is red. EvenMicrosoft Corp.(NASDAQ:MSFT), which does not report until next week, is down 1.30%.

這七家公司全部下跌。即便是尚未公佈業績、要到下周才披露的微軟公司(納斯達克:MSFT),也下跌了1.30%。

Image: Shutterstock
圖片來源:Shutterstock

(Benzinga)