叶培兴

#Mag7Earnings 📊 MAG7 Earnings | Market Impact Analysis The latest MAG7 earnings (Apple, Microsoft, Nvidia, Amazon, Alphabet, Meta, Tesla) confirm one key narrative: 👉 AI is no longer a promise — it’s a revenue engine. Key Takeaways: • Nvidia & Microsoft continue to dominate on AI demand, cloud growth, and strong forward guidance. • Meta & Alphabet show improving margins driven by AI-powered advertising efficiency. • Apple & Tesla face slower growth pressure, pushing investors to focus on future innovation rather than current numbers. • Amazon remains resilient as AWS stabilizes and AI capex accelerates. Market Impact: 🔹 Strong MAG7 earnings support overall US equity sentiment 🔹 Increased risk-on appetite benefits crypto markets indirectly 🔹 BTC & ETH often react positively when tech earnings beat expectations What to Watch Next: ⚠️ AI monetization speed ⚠️ CapEx sustainability ⚠️ Guidance vs. valuation gap 📈 As long as MAG7 fundamentals stay strong, global markets — including crypto — remain supported by macro confidence. #Mag7Earnings #USStocks #AITrade #MarketSentiment #CryptoMarket #BTC #ETH #BinanceSquare