This week's preview

This week is a relatively important week for US stocks

Both the Federal Reserve and individual companies have important data to be released

In addition to Non-Agricultural Week, this week is also earnings week

As the first earnings season progresses to the middle,

Nearly half of the S&P 500 companies have published financial reports.

Up to now, about 77% of companies have announced EPS that are higher than market expectations.

Among them, better-than-expected earnings reports from Alphabet and Microsoft had a positive impact on market sentiment.

In contrast, Meta's performance fell short of market expectations.

It presents a very different picture, but they all continue to invest in AI

Entering a new week,

The focus of the market will shift to the heavy financial reports of two of the “Big Seven” companies.

First, after Tuesday's market, Amazon will announce its results.

After the market on Thursday, Apple will release its earnings report.

Considering the decline in shipments in the Chinese smartphone market,

Analysts have lowered their performance expectations for Apple.

The market will also pay special attention to Apple's service revenue

As well as its further plans in the field of artificial intelligence.

In the semiconductor industry,

AMD's earnings report is expected to be the focus of the market after the market on Tuesday.

The continued growth of data centers is expected to be a supporting factor.

However, the PC side and gaming sector may be affected by cyclical factors.

On Wednesday, Qualcomm will share its views on AI PCs and AI phones.

Additionally, server manufacturer SMCI also deserves market attention.

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