May Day Holiday! Please note! Urgent reminder to 250 million investors: Just now, two major unexpected news broke out from the outside world. No nonsense, let's get straight to the point:

1. Apple’s second fiscal quarter of 2026 delivered an impressive report card: revenue of $111.2 billion, up 17% year-over-year, surpassing analyst expectations of $109.7 billion; diluted earnings per share of $2.01, up 22% year-over-year, also better than the expected $1.96.
This outperformance is not due to "a single blockbuster saving the day," but the result of multiple areas thriving. iPhone remains the absolute main driver, with revenue of $56.99B, up 22%. Service business continues to grow strongly, with revenue of $30.98 billion, up 16%, exceeding the expected $30.39 billion. Mac, iPad, and wearable devices also all exceeded expectations. Gross margin soared to 49.3%, compared to market expectations of only 48.4%, indicating Apple’s pricing power and cost control remain top-tier. The Greater China region performed especially well, with revenue of $20.5B, a 28% increase year-over-year, dispelling market concerns about a sluggish Chinese market.
More notably, these results were achieved before Apple made a major push into AI. Earlier this quarter, Apple announced a partnership with Google to integrate Gemini AI large model to support Siri. New CEO John Ternus has explicitly stated that AI is one of the core strategic directions for the future, which means Apple’s "AI move" has not yet fully unfolded, leaving room for future imagination.
2. Google’s earnings report is even more explosive: AI has finally shifted from "burning money" to "making money." Non-GAAP earnings per share of $5.11, while market expectations were only $2.62–2.63, nearly doubling.
If Apple’s earnings are "steady and improving," then Google’s parent company Alphabet’s Q1 2026 report is a "blowout surprise": during the earnings call, the stock rose nearly 10% all day, with a market value increase of about $421 billion in a single day, the second-largest single-day market cap increase in history. Google Cloud was the biggest highlight this quarter: revenue for the first time exceeded $20 billion in a single quarter, reaching $20.03 billion, up 63% year-over-year, setting the highest growth rate since the segment was disclosed separately in 2020, far exceeding the market expectation of 50%. Cloud business profit margin improved significantly, with operating profit of $6.6 billion, tripling year-over-year, and profit margin jumping from around 10% last year to 32.9%, rapidly approaching Amazon AWS’s level (about 38%). The search business was not eaten up by AI—instead, AI amplified it. Search and other revenue reached $60.4 billion, up 19% year-over-year, with query volume hitting a record high. Previously, the market was most worried that generative AI would divert traditional search traffic, but Google proved with data that new experiences like AI overview and AI modes not only did not cannibalize traffic but also drove more usage.
3. A calm comparison and reflection
It’s a fact that U.S. tech stocks are rising with solid fundamentals. The recent outperformance of Google and Apple tells us: the truly capable ones to attract global capital are #美国寻求战略比特币储备