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Four tech giants reported Q1 2026 the same night — Alphabet, Microsoft, Amazon, Meta — and the market gave four wildly different verdicts on their combined $700B AI capex bet. Here's why only Google got initial credit, why AMZN got bid back the day after, and what to do.
同一晚 GOOGL/MSFT/AMZN/META 公布财报，市场反应天差地别。$7000亿 AI capex 军备竞赛——为什么只有 GOOGL 拿到了市场掌声？详解四家公司“那一个关键信号”、估值矩阵与可执行 Action Trigger。
Defensive rotation dominates: XLE +6.29%/XLP +4.99%/XLI +4.82% sweep top 3. Tech earnings shock: AMZN -11.75% on $200B AI capex guidance, AMD -11.59%, META -7.44%. AAPL +6.96% sole Mag7 winner. Crypto crashes: BTC -8.25% briefly below $60K, SOL -13.17%. JOLTS at 5.25-year low signals labor market cooling.
防御板块全面领涨：XLE +6.29%/XLP +4.99%/XLI +4.82%包揽前三。科技财报暴雷：AMZN -11.75%，AMD -11.59%，META -7.44%。AAPL +6.96%为Mag7唯一赢家。加密全线崩盘：BTC -8.25%一度跌破60000，SOL -13.17%。