美股多個行業Q3業績表現糟糕
從科技巨頭Alphabet(GOOGL.US)、微軟(MSFT.US)到通用電氣(GE.US)和玩具製造商美泰(MAT.US)，多個美國公司週二發佈的財報顯示收益增長大幅放緩或警告未來情況將變得更糟，引發市場擔憂出現經濟衰退並導致股市走低。
衆多令人失望的財報反映了困擾美國經濟的一系列問題。強勢的美元損害了大型公司的海外利潤，而通脹飆升促使利率上升和公司提高產品價格，即使消費者已經被迫削減支出。
週二公佈的數據顯示，由於人們擔憂通脹加劇以及明年可能出現衰退，美國消費者信心指數在連升兩個月後於10月出現下滑。
經過多年的高速增長，微軟公佈了五年來最慢的銷售額增長。谷歌母公司Alphabet上個季度僅增長6%，是2013年9月以來的最慢速度(不包括2020年小幅下滑的情況)。
谷歌作爲全球市場份額最大的數字廣告平臺，被市場寄予業績更具韌性的期望。然而，由於保險、抵押貸款和加密貨幣行業的客戶收緊廣告預算，它的廣告收入低於預期，出乎市場意料。
谷歌的業績對於Facebook母公司Meta Platforms是個壞兆頭，因爲後者尤其依賴廣告。上週，Meta競爭對手Snap預計第四季度的營收停止增長，這給社交媒體板塊敲響了警鐘。
Alphabet表示，計劃將招聘人數減少一半以上。正在拆分爲三家公司的通用電氣稱，將把陸上風電部門的全球員工人數減少五分之一。
微軟第三季度的個人電腦和筆記本電腦需求明顯不足，Windows業務下滑了15%。德州儀器、三星和AMD等公司本月初發布的預測也是類似情況。
此外，蘋果iPhone的組裝商富士康也面臨消費電子產品需求下降的局面。美泰下調了今年的利潤預期，並表示將在繁忙的假日季加大促銷力度，以鼓勵受通脹打擊的消費者購買該公司的芭比娃娃。週二早些時候，3M公司表示，預計疲軟的消費者支出將持續到即將到來的假日季，並下調了全年業績指引。
不過，已公佈的公司財報也有一些亮點。奇波雷墨西哥燒烤公佈的季度銷售額和利潤超出分析師預期。雖然價格上升以及低收入消費者用餐頻次下降，較富裕的顧客仍然支撐了該公司的業績。儘管多次提價，可口可樂與百事可樂均上調了全年業績預測。
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