美股财报周前瞻：微软与Alphabet周三盘后登场，美联储决议与GDP、PCE数据同周接力
本周（10月26日至30日）是美国三季度财报季最密集的一周，约三分之一的标普500指数成分股将发布业绩，美联储利率决议与三季度 GDP、PCE 物价数据也同周出炉。周三是全周的枢纽：美联储当日公布决议，微软与 Alphabet 盘后发布财报。
逐日安排如下。周一（26日），电信运营商 Verizon 盘前发布财报，市场共识为每股收益1.31美元、营收357.9亿美元；钢铁商 Nucor 盘后发布。周二（27日），波音（共识每股亏损0.21美元、营收245.6亿美元）、可口可乐、UPS（共识每股收益1.64美元）盘前发布，Visa 盘后发布，硬盘厂商希捷科技同为周二盘后。周三（28日），美联储联邦公开市场委员会（FOMC）美东时间下午2时公布利率决议，主席 Kevin Warsh 下午2时30分举行记者会；美股盘后，微软（共识每股收益4.82美元、营收925.0亿美元）与 Alphabet（共识每股收益3.11美元、营收1320.4亿美元）发布财报，福特汽车同日盘后。周四（29日），美国三季度 GDP 初值（共识为年化增长3.0%）与9月个人消费支出（PCE）物价数据发布；礼来、卡特彼勒盘前发布财报，亚马逊（共识每股收益2.00美元、营收2062.9亿美元）与英特尔盘后发布。周五（30日），埃克森美孚、雪佛龙、艾伯维发布财报收官。
利率方面，美联储9月已加息25个基点，将联邦基金利率目标区间上调至3.75%至4.00%；期货市场显示，投资者认为本周再次加息的概率约为一成。市场对科技巨头财报的关注点集中在人工智能资本开支的规模与回报：云业务增长能否覆盖持续膨胀的数据中心投入，是微软、Alphabet 与亚马逊三份财报的共同考题。
关联：希捷科技周二盘后发布2027财年第一季财报：市场预期每股收益7.42美元
关联：路透调查：94位经济学家料美联储10月按兵不动，全部100位料12月加息
来源：GSM·美国
Earnings Week Preview: Microsoft and Alphabet Report Wednesday After the Bell, With the Fed Decision, GDP and PCE in the Same Week
The week of October 26 to 30 is the busiest of the U.S. third-quarter earnings season, with about one-third of S&P 500 companies set to report, alongside a Federal Reserve rate decision and the first estimate of third-quarter GDP and the PCE price data. Wednesday is the pivot of the week: the Fed announces its decision that day, and Microsoft and Alphabet report after the close.
The daily calendar is as follows. On Monday (October 26), Verizon reports before the open, with consensus at earnings of $1.31 per share on revenue of $35.79 billion, and steelmaker Nucor reports after the close. On Tuesday (October 27), Boeing (consensus: a loss of $0.21 per share on revenue of $24.56 billion), Coca-Cola and UPS (consensus EPS $1.64) report before the open, Visa reports after the close, and hard-drive maker Seagate Technology also reports Tuesday after the bell. On Wednesday (October 28), the Federal Open Market Committee announces its rate decision at 2 p.m. Eastern, followed by Chair Kevin Warsh's press conference at 2:30 p.m.; after the close, Microsoft (consensus EPS $4.82, revenue $92.50 billion) and Alphabet (consensus EPS $3.11, revenue $132.04 billion) report, with Ford Motor the same evening. On Thursday (October 29), the advance estimate of third-quarter GDP (consensus: 3.0% annualized growth) and the September personal consumption expenditures (PCE) price data are released; Eli Lilly and Caterpillar report before the open, and Amazon (consensus EPS $2.00, revenue $206.29 billion) and Intel report after the close. On Friday (October 30), ExxonMobil, Chevron and AbbVie close out the week.
On rates, the Fed raised its target range by 25 basis points in September to 3.75%–4.00%, and futures markets imply roughly a one-in-ten chance of another increase this week. For the technology giants, investors are focused on the scale of artificial intelligence capital spending and its returns: whether cloud growth can cover the swelling cost of data center buildouts is the shared question across the Microsoft, Alphabet and Amazon reports.
Related: Seagate to Report Fiscal Q1 2027 Results After Tuesday's Close; Consensus EPS at $7.42
Related: Reuters Poll: 94 Economists Expect the Fed to Hold in October; All 100 Expect a December Hike
Source: GSM·USA
来源：GSM·美国（原文链接）
图片来源：图：纽约证券交易所大楼。来源：Wikimedia Commons，CC BY-SA 4.0
