最新报道:Tech giants brace for Q2 earnings amid AI investment surge and geopolitical tensions. Analysts expect mixed results as companies navigate escalating US-China trade restrictions and Trump-era tariff uncertainties. Major players like Apple, Microsoft, and Alphabet face scrutiny over their AI spending strategies, with investors questioning whether massive infrastructure investments will yield near-term returns. Meanwhile, semiconductor firms grapple with export controls while cloud providers report strong enterprise demand for AI services. The earnings season comes as Washington considers new tech export bans that could further disrupt global supply chains.