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QuantMind 本周市场周报 - 2026年5月1日
Mag7财报冰火两重天：GOOGL +11.48%（云业务+38% YoY）引爆，META -9.28%（Capex指引$1100-1200亿）暴跌；SPY +1.05%守稳$720，能源XLE +3.06%意外居首，下周5/7 FOMC定调降息节奏。
Apr 30, 2026
Big Tech Q1 2026 Earnings: $700B AI Capex Arms Race — Why Only One Got Market Credit
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.
Apr 30, 2026
Big Tech Q1 2026 财报深度对比：$7000亿 AI Capex 军备竞赛——为什么只有一家拿到了市场掌声
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。