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48 articles
藏不住的博通：AI 的钱，正流向 GPU 之外
ASIC 大踏步进入报表，下一步，就看几十 GW 的需求怎么变成真收入。
MSX 研究院
From the Q2 2026 Earnings Season of US and A-Shares, See What Really Happened with Agents
The year of financial validation for Agents has arrived. US stocks ServiceNow, Salesforce, Workday, and Palantir earnings reveal an explosion in AI revenue. A-shares Kingsoft Office and Servyou accelerate to catch up. The four-layer structure of the industry chain emerges. Investment metrics shift from user numbers to ARR and ACV.
qinbafrank
“算力即营收”的狂飙与隐患：一文拆解英伟达最新财报
SK海力士、三星和美光的HBM定价直接影响英伟达的产品成本。HBM价格若出现任何软化，都将直接利好英伟达毛利率——同时对当前受益于高定价的内存公司形成负面影响。
BIT
NVIDIA 2027财年第二季度财报：962亿美元能否延续NVDA的AI繁荣？
NVIDIA是一家加速计算公司，其经济引擎正日益集中于AI基础设施。它设计GPU与CPU、网络设备、完整的数据中心系统，以及帮助客户部署这些系统的软件栈。销售对象包括云服务提供商、大型科技公司、企业、政府、研究机构、游戏客户，以及汽车与机器人开发者。 当三个条件同时成立时，投资逻辑最强：客户继续增加AI基础设施支出，NVIDIA维持技术与生态优势，并且公司继续把需求转化为高毛利营收与现金流。关键风险在于，支出周期在AI工作负载回报尚未充分可见之前就先放缓。
edgeX
Shopify 2026年第二季度财报：营收增长34%，AI动能重塑SHOP股票逻辑
Shopify于8月5日发布截至6月30日的2026年第二季度业绩。营收增长34%至35.83亿美元，GMV增长32%至1,155.67亿美元，自由现金流达到6.54亿美元。AI辅助商品发现似乎正在带来访问量和订单，而不是绕过商家，这强化了SHOP股票的投资逻辑。接下来的考验是，Shopify能否在消化AI基础设施成本并维持毛利润增长的同时，保持30%出头的营收增速。
edgeX
Circle Q2 Report Released: Revenue Falls Short of Expectations, Why Is Wall Street Still Deeply Divided?
Total revenue of $701 million missed expectations, USDC circulation diverged, ARC token revenue guidance sharply raised, Wall Street valuation divergence intensified.
Odaily星球日报
SpaceX 2026年第二季度财报：78亿美元营收超预期，184亿美元资本开支震动市场
SpaceX 2026年第二季度财报显示，公司增长快于华尔街预期，亏损也有所收窄，但扩张成本同样暴露无遗。营收近乎翻倍至78.14亿美元，Starlink所属的连接部门是公司唯一实现营业利润的业务，调整后EBITDA达到35.38亿美元。与此同时，SpaceX为建设AI计算能力投入巨资，资本开支升至183.69亿美元。对SPCX投资者而言，核心问题是Starlink这一现金创造型网络能否长期支持发射和AI投资，并让这两项业务最终产生有吸引力的回报。
edgeX
Circle Q2 2026 Earnings: USDC Growth Accelerates, Interest Rate Decline Tests CRCL Revenue Model
Circle's Q2 2026 earnings report shows that USDC adoption is outpacing the growth of income generated from its reserve assets. Average USDC circulation increased by 25%, but reserve income grew only 5% as the reserve yield declined to 3.5%. Improved distribution economics drove a 15% increase in revenue after distribution costs, and Circle also returned to GAAP profitability from an unusually weak prior-year comparison base. For CRCL investors, the key in the next phase is whether Arc, Circle Payments Network, and the regulated custody business can convert network usage into sustainable revenue that is less dependent on interest rates.
edgeX
AMD 2026年第二季度财报：营收创115亿美元新高，AI预期门槛却更高
AMD的2026年第二季度业绩在几乎所有经营指标上都很强劲。营收达到创纪录的115.36亿美元，数据中心销售额增长逾一倍，盈利能力扩大，第三季度指引也超过华尔街共识预期。盘后近9%的跌幅并不代表这个季度表现疲弱，而是说明投资者已经把非同寻常的AI增长计入股价，并期待更大幅度的上行惊喜。AMD现在必须证明，其不断扩大的产品组合能够继续争取市场份额，并把大型基础设施承诺转化为持久盈利。
edgeX
Epic Unlock Countdown! SpaceX: Decent Financials, but Hidden Risks Abound
SpaceX's Q2 earnings beat expectations but the stock fell 8% after hours; AI business revenue surged 247% but mainly relies on computing power rental; collaboration with Nvidia on space computing; Starlink users doubled to 12 million; xAI losses widened to -200%; a 100 billion restricted share unlock becomes the biggest hidden risk, intensifying market concerns.
C Labs加密观察
SpaceX's First Financial Report on the Horizon: Will AI Investment Pay Off? Starlink Growth and Unlock Pressure Become Key Focuses
SpaceX will release its first quarterly financial report since going public after the US stock market closes on August 4. This report card will not only show the company's operating performance to the market for the first time, but will also serve as an important window for outsiders to gauge the commercialization progress of its AI business, Starlink satellite internet, and space business.
BiyaNews
Ahead of Circle's Earnings, Wall Street Has Huge Divergence on CRCL Valuation
Ahead of Circle's earnings release, Morgan Stanley cut its target price to $38, while TD Cowen gave a buy rating; the battle over USDC growth and platform transformation becomes the focus.
Odaily星球日报
First earnings report after STRC's major depegging: How does Strategy repair its capital flywheel?
Strategy's Q2 financial report is out, holding over 840,000 BTC, net loss of $8.2 billion, STRC is still at a discount, capital model turning to active management, can it re-prove the sustainability of its financing model?
Odaily星球日报
Coinbase Q2 Earnings: Net Loss Over $350M, Prediction Market Revenue Doubles
Despite trading volume market share reaching a record high of 10.3%, overall indicators were below market expectations.
Felix
Apple Q3 largely in line with expectations, supply and memory pressure drag down after-hours drop of 6%
Apple Q3 earnings beat expectations but guidance weak, strong demand for iPhone and Mac, services and Greater China revenue underperform, rising memory costs weigh on gross margin, after-hours stock down 6.3%.
SoSo Value
微软900亿美元营收背后：AI基础设施战争已经打响
最新公布的财报显示，微软2026财年第四季度营收达到900亿美元，同比增长18%；净利润达到358亿美元，同比增长31%。其中，Microsoft Cloud收入达到593亿美元，同比增长27%，Azure云业务继续保持高速增长，人工智能相关需求成为推动公司业绩增长的重要动力。
CryptoPulse
Robinhood Q2 Beats Expectations: Prediction Markets Offset Crypto Slump
Robinhood's Q2 financial report exceeded expectations, but crypto trading revenue continued to decline, while stock options and prediction markets saw record growth, net deposits hit a new high, and profit margins rebounded.
SoSo Value
利润暴增 557%，股价仍遭重挫：海力士的存储牛市还在么？
一份接近满分的财报，输给了市场提前写好的「超满分」答案。
MSX 研究院
Bloom Energy Q2财报拆解：营收增长165%背后，AI能源需求正在释放
7月29日，Bloom Energy公布了2026年第二季度财报，公司实现营收10.65亿美元，同比增长165.5%；调整后每股收益达到0.78美元
CryptoPulse
英特尔2026年第二季度财报：营收反弹至161亿美元，GAAP净亏损达110亿美元
英特尔2026年第二季度财报显示，惊人的会计亏损之下，真正的经营复苏正在显现。营收加速至161亿美元，两大产品业务均实现增长，利润率改善，经营活动现金流达到70亿美元。110亿美元GAAP净亏损主要来自托管股份的大额非现金按市值计价损失，而不是半导体业务崩塌。对英特尔股票投资者而言，接下来的核心问题是，更强的产品表现与英特尔18A制程执行能否将这轮复苏转化为可持续的现金回报和可信的外部晶圆代工需求。
edgeX