$微软(MSFT)$_老虎社区_美港股上老虎

2024-10-28

$微软(MSFT)$ 微软的财报，主要就看三点：一是Azure的收入情况，二是Azure的利润率，就是说它是不是还在大把烧钱；三是AI方面能不能带来额外的收入。微软的问题还是在于，AI的大笔投入并没有带来相应的收入回报。

所以这次财报，我个人觉得还是稍微有点悲观。

“人工智能（AI）领头羊”微软上一季的总收入和盈利高于预期，但资本支出加速增长，最直接受益于AI技术应用的微软云业务收入却逊于预期，增长不但没加快，还较此前一季略为放缓。财报公布后，微软股价震荡下行，一度大跌超6%。【微软前景你还看好吗？股价表现一直较为低迷，微软有无“触底反弹”的机会？】

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

精彩评论

俺是耕天滴
2024-10-29
俺是耕天滴
没多少人看好他的财报，软哥这么软不是没有原因的
- cc爱中分:
  是的
多多吃苹果
2024-10-30
多多吃苹果
打算再跟微软10年，已经跟3年了。
- cc爱中分:
  老虎第一深情

发表看法

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