Alphabet周三（10月28日）盘后股价下跌约10%，这家谷歌母公司公布的第三季度业绩一边是强劲的销售额，一边是大幅不及预期的利润。营收同比增长25%至1,276亿美元，略高于预期，Google Cloud营收增长逾一倍，同比增长103%至307亿美元。搜索及其他广告业务增长12%至633亿美元。
利润方面则是另一番景象。每股收益为2.12美元，而市场预期约为3.00美元，原因是股权投资亏损超过80亿美元，而去年同期这部分投资还录得收益。本季度资本支出达514亿美元，自由现金流连续第二个季度为负，约为91亿美元，Alphabet表示2027年的支出将大幅增加。2026年全年预测仍为1,950亿至2,050亿美元。
市场反应不仅限于股市。周四早盘，纳斯达克100指数期货下跌约1.1%，三星也因业绩而下跌。通常与科技股同步波动的加密货币同样走低：比特币下跌0.9%至约80,133美元，以太坊下跌1.5%至约2,317美元。山寨币表现更弱，XRP下跌2.2%，Cardano下跌3.6%。
科技股抛售并不是唯一的拖累。美联储维持利率不变，且有两名成员投票支持加息，10年期美国国债收益率一度重新升至5%以上。这些因素叠加，使风险资产在周四的吸引力下降。
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来源:
- Investing.com: Earnings call transcript, Alphabet Q3 2026 profit miss sparks 10% after-hours drop
- The National: Alphabet stock drops after profit and sales fall
- Investing.com: Bitcoin weakens to $80k as hawkish Fed, mixed tech earnings weigh
- Investing.com: U.S. stock futures drop as Alphabet slides on soft earnings, Microsoft firms
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