美股科技股CY2026Q1季报点评&会议纪要合集（持续更新中）
—————————–
1.康宁（GLW.N）：Q2指引偏弱，Hyperscaler合作不断拓展
点评报告：%E5%BA%B7%E5%AE%81%EF%BC%88GLW.N%EF%BC%892026%E5%B9%B4%E4%B8%80%E5%AD%A3%E6%8A%A5%E7%82%B9%E8%AF%84%E2%80%94Q2%E6%8C%87%E5%BC%95%E5%81%8F%E5%BC%B1%EF%BC%8CHyperscaler%E5%90%88%E4%BD%9C%E4%B8%8D%E6%96%AD%E6%8B%93%E5%B1%95
会议纪要：Corning%20Inc%20Earnings%20Call%202026428%20RT00000000310414…
2.希捷科技（STX.OQ）：CY27近线存储容量已基本分配完毕
点评报告：%E5%B8%8C%E6%8D%B7%E7%A7%91%E6%8A%80%EF%BC%88STX.OQ%EF%BC%89FY2026Q3%E5%AD%A3%E6%8A%A5%E7%82%B9%E8%AF%84%E2%80%94CY27%E8%BF%91%E7%BA%BF%E5%AD%98%E5%82%A8%E5%AE%B9%E9%87%8F%E5%B7%B2%E5%9F%BA%E6%9C%AC%E5%88%86%E9%85%8D%E5%AE%8C%E6%AF%95
会议纪要：Seagate%20Technology%20Holdings%20PLC%20Earnings%20Call%202026…
3.Spotify Tech（SPOT.N）：AI产品创新提速，短期营业利润波动
点评报告：Spotify%20Tech%EF%BC%88SPOT.N%EF%BC%892026%E5%B9%B4%E4%B8%80%E5%AD%A3%E5%BA%A6%E4%B8%9A%E7%BB%A9%E7%82%B9%E8%AF%84%E2%80%94AI%E4%BA%A7%E5%93%81%E5%88%9B%E6%96%B0%E6%8F%90%E9%80%9F%EF%BC%8C%E7%9F%AD%E6%9C%9F%E8%90%A5%E4%B8%9A%E5%88%A9%E6%B6%A6%E6%B3%A2%E5%8A%A8
会议纪要：Spotify%20Technology%20SA%20Earnings%20Call%202026428%20RT0000…
4.铿腾电子（CDNS.OQ）：短期业绩受收购影响，积压订单创新高
点评报告：%E9%93%BF%E8%85%BE%E7%94%B5%E5%AD%90%EF%BC%88CDNS.OQ%EF%BC%892026%E5%B9%B4%E4%B8%80%E5%AD%A3%E6%8A%A5%E7%82%B9%E8%AF%84%E2%80%94%E7%9F%AD%E6%9C%9F%E4%B8%9A%E7%BB%A9%E5%8F%97%E6%94%B6%E8%B4%AD%E5%BD%B1%E5%93%8D%EF%BC%8C%E7%A7%AF%E5%8E%8B%E8%AE%A2%E5%8D%95%E5%88%9B%E6%96%B0%E9%AB%98
会议纪要：Cadence%20Design%20Systems%20Inc%20Earnings%20Call%202026427%20D…
5.Digital Realty（DLR.N）：AI需求维持高景气度，增长动能强劲
点评报告：Digital%20Realty%EF%BC%88DLR.N%EF%BC%89FY26Q1%E5%AD%A3%E6%8A%A5%E7%82%B9%E8%AF%84%E2%80%94AI%E9%9C%80%E6%B1%82%E7%BB%B4%E6%8C%81%E9%AB%98%E6%99%AF%E6%B0%94%E5%BA%A6%EF%BC%8C%E5%A2%9E%E9%95%BF%E5%8A%A8%E8%83%BD%E5%BC%BA%E5%8A%B2
会议纪要：Digital%20Realty%20Trust%20Inc%20Earnings%20Call%202026423%20RT0…
6.思爱普（SAP.N）：重申FY2026业绩指引，AI赋能下云迁移与运营效率提升同步推进
点评报告：%E6%80%9D%E7%88%B1%E6%99%AE%EF%BC%88SAP.N%EF%BC%892026%E8%B4%A2%E5%B9%B4Q1%E5%AD%A3%E6%8A%A5%E7%82%B9%E8%AF%84%E2%80%94%E9%87%8D%E7%94%B3FY2026%E4%B8%9A%E7%BB%A9%E6%8C%87%E5%BC%95%EF%BC%8CAI%E8%B5%8B%E8%83%BD%E4%B8%8B%E4%BA%91%E8%BF%81%E7%A7%BB%E4%B8%8E%E8%BF%90%E8%90%A5%E6%95%88%E7%8E%87%E6%8F%90…
会议纪要：SAP%20SE%20Earnings%20Call%202026423%20DN000000003103678270….
7.英特尔（INTC.OQ）：数据中心需求强劲，18A良率进度提前
点评报告：%E8%8B%B1%E7%89%B9%E5%B0%94%EF%BC%88INTC.OQ%EF%BC%892026Q1%E5%AD%A3%E6%8A%A5%E7%82%B9%E8%AF%84%E2%80%94%E6%95%B0%E6%8D%AE%E4%B8%AD%E5%BF%83%E9%9C%80%E6%B1%82%E5%BC%BA%E5%8A%B2%EF%BC%8C18A%E8%89%AF%E7%8E%87%E8%BF%9B%E5%BA%A6%E6%8F%90%E5%89%8D
会议纪要：Intel%20Corp%20Earnings%20Call%202026423%20RT000000003103602…
8.德州仪器（TXN.OQ）：工业+数据中心需求维持强劲
点评报告：%E5%BE%B7%E5%B7%9E%E4%BB%AA%E5%99%A8%EF%BC%88TXN.OQ%EF%BC%892026Q1%E5%AD%A3%E6%8A%A5%E7%82%B9%E8%AF%84%E2%80%94%E5%B7%A5%E4%B8%9A%252B%E6%95%B0%E6%8D%AE%E4%B8%AD%E5%BF%83%E9%9C%80%E6%B1%82%E7%BB%B4%E6%8C%81%E5%BC%BA%E5%8A%B2
会议纪要：Texas%20Instruments%20Inc%20Earnings%20Call%202026422%20RT0000…
9.特斯拉（TSLA.OQ）：更多AI业务进展有望出现，现金流承压
点评报告：%E7%89%B9%E6%96%AF%E6%8B%89%EF%BC%88TSLA.OQ%EF%BC%892026Q1%E5%AD%A3%E6%8A%A5%E7%82%B9%E8%AF%84%E2%80%94%E6%9B%B4%E5%A4%9AAI%E4%B8%9A%E5%8A%A1%E8%BF%9B%E5%B1%95%E6%9C%89%E6%9C%9B%E5%87%BA%E7%8E%B0%EF%BC%8C%E7%8E%B0%E9%87%91%E6%B5%81%E6%89%BF%E5%8E%8B
会议纪要：Tesla%20Inc%20Earnings%20Call%202026422%20DN0000000031034541…
10.GE Vernova（GEV.N）：在手订单超1600亿美元，AI数据中心需求推动下业绩指引进一步上修
点评报告：GE%20Vernova%EF%BC%88GEV.N%EF%BC%892026%E8%B4%A2%E5%B9%B4Q1%E5%AD%A3%E6%8A%A5%E7%82%B9%E8%AF%84%E2%80%94%E5%9C%A8%E6%89%8B%E8%AE%A2%E5%8D%95%E8%B6%851%252C600%E4%BA%BF%E7%BE%8E%E5%85%83%EF%BC%8CAI%E6%95%B0%E6%8D%AE…
会议纪要：GE%20Vernova%20Inc%20Earnings%20Call%202026422%20RT00000000310…
11.拉姆研究（LRCX.OQ）：继续受益于存储扩张周期
点评报告：%E6%8B%89%E5%A7%86%E7%A0%94%E7%A9%B6%EF%BC%88LRCX.OQ%EF%BC%89FY2026Q3%E5%AD%A3%E6%8A%A5%E7%82%B9%E8%AF%84%E2%80%94%E7%BB%A7%E7%BB%AD%E5%8F%97%E7%9B%8A%E4%BA%8E%E5%AD%98%E5%82%A8%E6%89%A9%E5%BC%A0%E5%91%A8%E6%9C%9F
会议纪要：Lam%20Research%20Corp%20Earnings%20Call%202026422%20DN00000000…
12.奈飞（NFLX.OQ）：业绩略好于预期但指引偏弱，关注后续增长动能
点评报告：%E5%A5%88%E9%A3%9E%EF%BC%88NFLX.OQ%EF%BC%892026%E5%B9%B4%E4%B8%80%E5%AD%A3%E6%8A%A5%E7%82%B9%E8%AF%84%E2%80%94%E4%B8%9A%E7%BB%A9%E7%95%A5%E5%A5%BD%E4%BA%8E%E9%A2%84%E6%9C%9F%E4%BD%86%E6%8C%87%E5%BC%95%E5%81%8F%E5%BC%B1%EF%BC%8C%E5%85%B3%E6%B3%A8%E5%90%8E%E7%BB%AD%E5%A2%9E%E9%95%BF%E5%8A%A8%E8%83%BD
会议纪要：Netflix%20Inc%20Earnings%20Call%202026416%20RT00000000310310…
13.台积电（TSM.N）：AI需求强劲，全年营收增速指引上调
点评报告：%E5%8F%B0%E7%A7%AF%E7%94%B5%EF%BC%88TSM.N%EF%BC%892026Q1%E5%AD%A3%E6%8A%A5%E7%82%B9%E8%AF%84%E2%80%94AI%E9%9C%80%E6%B1%82%E5%BC%BA%E5%8A%B2%EF%BC%8C%E5%85%A8%E5%B9%B4%E8%90%A5%E6%94%B6%E5%A2%9E%E9%80%9F%E6%8C%87%E5%BC%95%E4%B8%8A%E8%B0%83
会议纪要：Taiwan%20Semiconductor%20Manufacturing%20Co%20Ltd%20Earnings…
14.阿斯麦（ASML.OQ）：产能持续提升，全年营收指引上调
点评报告：%E9%98%BF%E6%96%AF%E9%BA%A6%EF%BC%88ASML.OQ%EF%BC%892026%E5%B9%B4%E4%B8%80%E5%AD%A3%E6%8A%A5%E7%82%B9%E8%AF%84%E2%80%94%E4%BA%A7%E8%83%BD%E6%8C%81%E7%BB%AD%E6%8F%90%E5%8D%87%EF%BC%8C%E5%85%A8%E5%B9%B4%E8%90%A5%E6%94%B6%E6%8C%87%E5%BC%95%E4%B8%8A%E8%B0%83
会议纪要：ASML%20Holding%20NV%20Earnings%20Call%202026415%20RT0000000031…
—————————–
欢迎联系中信前瞻研究团队！