UBS Equities-US Equity Strategy _1Q25 Earnings Brief May 02_ Simonds-115123581
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报告维度
- 📄 文件全名
- 《UBS Equities-US Equity Strategy _1Q25 Earnings Brief May 02_ Simonds-115123581.pdf》
- 🎯 适合读者
- 战略规划行业研究员
- 📊 核心数据
- Yesterday, AAPL (sales surprise:0.7%; earnings surprise: 1.4%) reported 1Q results
- relatively in-line with consensus expectations overall while AMZN (sales: 0.4%, earnings:
- 17.0%) beat modestly. For AAPL, channel fill ahead of the proposed tariffs could have
- or the outlook (link). AMZN CapEx came in-line with consensus at $25B (link). 74.4% of
- 4.4% and EPS by 9.5%.
- 🏷️ 核心议题
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