$微软(MSFT)$_老虎社区_美港股上老虎

Malison

2019-01-31

$微软(MSFT)$

EPS压线，营收对于百亿美元级别的巨头只Miss四千万。这还是在这种经济环境和政策环境下没有下调指引的前提下啊，结果我软跌3%某某居然涨了6%？（我就是嘲讽的水果）。

azure继续大两位数增长、LinkedIn和Xbox、surface都在增长，真的是厉害。

华尔街对我软真的是严格，意思是76%的云计算增长教之前98%的增长减速了是这个意思吗？减速了有可能打不过AWS是这个意思吗？

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

新生韭菜
2019-01-31
新生韭菜
我感觉更多是为了平衡指数。FB大涨，微软跌，平衡指数，等amazon出来，一波推平
- 新生韭菜回复Malison:
  这个有可能，市场趋于饱和了
- Malison回复新生韭菜:
  我指的是增长的速度在变慢
- 新生韭菜回复Malison:
  应该不会吧，分析师不是说AWS预期还会增长，如果美国经济形势没有太大变化的话，市场应该还会增长
- Malison:
  我担心的是AWS继续大增，那Azure后继乏力就坐实了，更大的可能是整个云计算市场在减速。
lebaron
2019-01-31
lebaron
完全不一样，之前大家对苹果的心理预期很差，对微软的心理预期很好，不一样
- lebaron回复Malison:
  不过玩美股比A股好多了，A股纯属瞎搞，特别是妖股，一群没什么钱的小青年乱赌博
- Malison:
  明白～但是不服气[愤怒]
南山望月
2019-01-31
南山望月
苹果现在老巴坐庄还有谁能比
- Malison:
  惹不起惹不起[喷血]
嘉儿Jiaer
2019-01-31
嘉儿Jiaer
算不准

发表看法

{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":391826,"tweetId":"391826","gmtCreate":1548884460719,"gmtModify":1704788432574,"author":{"id":43898359627567,"idStr":"43898359627567","authorId":43898359627567,"authorIdStr":"43898359627567","name":"Malison","avatar":"https://static.tigerbbs.com/ed4752e07c0662570d740a149accea3f","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":8,"crmLevelSwitch":1,"currentWearingBadge":{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-4","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"明星虎友","description":"加入老虎社区2000天","bigImgUrl":"https://static.tigerbbs.com/dddf24b906c7011de2617d4fb3f76987","smallImgUrl":"https://static.tigerbbs.com/53d58ad32c97254c6f74db8b97e6ec49","grayImgUrl":"https://static.tigerbbs.com/6304700d92ad91c7a33e2e92ec32ecc1","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.18","individualDisplayEnabled":0},"individualDisplayBadges":[],"fanSize":587,"starInvestorFlag":false},"themes":[],"images":[{"img":"https://static.tigerbbs.com/9ae5f119f1fd6781153cf6e0136141d9"}],"coverImages":[{"img":"https://static.tigerbbs.com/9ae5f119f1fd6781153cf6e0136141d9"}],"extraTitle":"","html":"<html><head></head><body>$微软(MSFT)$ EPS压线，营收对于百亿美元级别的巨头只Miss四千万。这还是在这种经济环境和政策环境下没有下调指引的前提下啊，结果我软跌3%某某居然涨了6%？（我就是嘲讽的水果）。 azure继续大两位数增长、LinkedIn和Xbox、surface都在增长，真的是厉害。 华尔街对我软真的是严格，意思是76%的云计算增长教之前98%的增长减速了是这个意思吗？减速了有可能打不过AWS是这个意思吗？ <img src=\"https://static.tigerbbs.com/9ae5f119f1fd6781153cf6e0136141d9\"></body></html>","htmlText":"<html><head></head><body>$微软(MSFT)$ EPS压线，营收对于百亿美元级别的巨头只Miss四千万。这还是在这种经济环境和政策环境下没有下调指引的前提下啊，结果我软跌3%某某居然涨了6%？（我就是嘲讽的水果）。 azure继续大两位数增长、LinkedIn和Xbox、surface都在增长，真的是厉害。 华尔街对我软真的是严格，意思是76%的云计算增长教之前98%的增长减速了是这个意思吗？减速了有可能打不过AWS是这个意思吗？ <img src=\"https://static.tigerbbs.com/9ae5f119f1fd6781153cf6e0136141d9\"></body></html>","text":"$微软(MSFT)$ EPS压线，营收对于百亿美元级别的巨头只Miss四千万。这还是在这种经济环境和政策环境下没有下调指引的前提下啊，结果我软跌3%某某居然涨了6%？（我就是嘲讽的水果）。 azure继续大两位数增长、LinkedIn和Xbox、surface都在增长，真的是厉害。 华尔街对我软真的是严格，意思是76%的云计算增长教之前98%的增长减速了是这个意思吗？减速了有可能打不过AWS是这个意思吗？","highlighted":2,"essential":2,"paper":1,"likeSize":5,"commentSize":11,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/391826","repostId":0,"isVote":1,"tweetType":1,"viewCount":7222,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["MSFT"],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":336,"xxTargetLangEnum":"ZH_CN"},"commentList":[{"id":1308240,"commentId":"1308240","gmtCreate":1548884737343,"gmtModify":1548884737343,"authorId":3505213202870933,"author":{"id":3505213202870933,"idStr":"3505213202870933","authorId":3505213202870933,"name":"新生韭菜","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":391826,"objectIdStr":"391826","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"我感觉更多是为了平衡指数。FB大涨，微软跌，平衡指数，等amazon出来，一波推平","text":"我感觉更多是为了平衡指数。FB大涨，微软跌，平衡指数，等amazon出来，一波推平","html":"我感觉更多是为了平衡指数。FB大涨，微软跌，平衡指数，等amazon出来，一波推平","likeSize":1,"commentSize":4,"subComments":[{"id":1308250,"commentId":"1308250","gmtCreate":1548885219185,"gmtModify":1548885219185,"authorId":3505213202870933,"author":{"id":3505213202870933,"idStr":"3505213202870933","authorId":3505213202870933,"name":"新生韭菜","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":43898359627567,"repliedAuthor":{"id":43898359627567,"idStr":"43898359627567","authorId":43898359627567,"name":"Malison","avatar":"https://static.tigerbbs.com/ed4752e07c0662570d740a149accea3f","vip":1,"currentWearingBadge":{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-4","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"明星虎友","description":"加入老虎社区2000天","bigImgUrl":"https://static.tigerbbs.com/dddf24b906c7011de2617d4fb3f76987","smallImgUrl":"https://static.tigerbbs.com/53d58ad32c97254c6f74db8b97e6ec49","grayImgUrl":"https://static.tigerbbs.com/6304700d92ad91c7a33e2e92ec32ecc1","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.18","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1001},"hat":"https://static.tigerbbs.com/306aa047bc14b6942cda1aed925cf8c3","crmLevel":8,"crmLevelSwitch":1,"individualDisplayBadges":[]},"objectId":391826,"objectIdStr":"391826","type":1,"supId":1308240,"supIdStr":"1308240","prevId":1308247,"prevIdStr":"1308247","content":"这个有可能，市场趋于饱和了","text":"这个有可能，市场趋于饱和了","html":"这个有可能，市场趋于饱和了"},{"id":1308247,"commentId":"1308247","gmtCreate":1548885127838,"gmtModify":1548885127838,"authorId":43898359627567,"author":{"id":43898359627567,"idStr":"43898359627567","authorId":43898359627567,"name":"Malison","avatar":"https://static.tigerbbs.com/ed4752e07c0662570d740a149accea3f","vip":1,"currentWearingBadge":{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-4","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"明星虎友","description":"加入老虎社区2000天","bigImgUrl":"https://static.tigerbbs.com/dddf24b906c7011de2617d4fb3f76987","smallImgUrl":"https://static.tigerbbs.com/53d58ad32c97254c6f74db8b97e6ec49","grayImgUrl":"https://static.tigerbbs.com/6304700d92ad91c7a33e2e92ec32ecc1","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.18","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1001},"hat":"https://static.tigerbbs.com/306aa047bc14b6942cda1aed925cf8c3","crmLevel":8,"crmLevelSwitch":1,"individualDisplayBadges":[]},"repliedAuthorId":3505213202870933,"repliedAuthor":{"id":3505213202870933,"idStr":"3505213202870933","authorId":3505213202870933,"name":"新生韭菜","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"objectId":391826,"objectIdStr":"391826","type":1,"supId":1308240,"supIdStr":"1308240","prevId":1308246,"prevIdStr":"1308246","content":"我指的是增长的速度在变慢","text":"我指的是增长的速度在变慢","html":"我指的是增长的速度在变慢"},{"id":1308246,"commentId":"1308246","gmtCreate":1548885082653,"gmtModify":1548885082653,"authorId":3505213202870933,"author":{"id":3505213202870933,"idStr":"3505213202870933","authorId":3505213202870933,"name":"新生韭菜","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":43898359627567,"repliedAuthor":{"id":43898359627567,"idStr":"43898359627567","authorId":43898359627567,"name":"Malison","avatar":"https://static.tigerbbs.com/ed4752e07c0662570d740a149accea3f","vip":1,"currentWearingBadge":{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-4","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"明星虎友","description":"加入老虎社区2000天","bigImgUrl":"https://static.tigerbbs.com/dddf24b906c7011de2617d4fb3f76987","smallImgUrl":"https://static.tigerbbs.com/53d58ad32c97254c6f74db8b97e6ec49","grayImgUrl":"https://static.tigerbbs.com/6304700d92ad91c7a33e2e92ec32ecc1","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.18","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1001},"hat":"https://static.tigerbbs.com/306aa047bc14b6942cda1aed925cf8c3","crmLevel":8,"crmLevelSwitch":1,"individualDisplayBadges":[]},"objectId":391826,"objectIdStr":"391826","type":1,"supId":1308240,"supIdStr":"1308240","prevId":1308244,"prevIdStr":"1308244","content":"应该不会吧，分析师不是说AWS预期还会增长，如果美国经济形势没有太大变化的话，市场应该还会增长","text":"应该不会吧，分析师不是说AWS预期还会增长，如果美国经济形势没有太大变化的话，市场应该还会增长","html":"应该不会吧，分析师不是说AWS预期还会增长，如果美国经济形势没有太大变化的话，市场应该还会增长"},{"id":1308244,"commentId":"1308244","gmtCreate":1548884979177,"gmtModify":1548884979177,"authorId":43898359627567,"author":{"id":43898359627567,"idStr":"43898359627567","authorId":43898359627567,"name":"Malison","avatar":"https://static.tigerbbs.com/ed4752e07c0662570d740a149accea3f","vip":1,"currentWearingBadge":{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-4","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"明星虎友","description":"加入老虎社区2000天","bigImgUrl":"https://static.tigerbbs.com/dddf24b906c7011de2617d4fb3f76987","smallImgUrl":"https://static.tigerbbs.com/53d58ad32c97254c6f74db8b97e6ec49","grayImgUrl":"https://static.tigerbbs.com/6304700d92ad91c7a33e2e92ec32ecc1","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.18","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1001},"hat":"https://static.tigerbbs.com/306aa047bc14b6942cda1aed925cf8c3","crmLevel":8,"crmLevelSwitch":1,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":391826,"objectIdStr":"391826","type":1,"supId":1308240,"supIdStr":"1308240","prevId":0,"prevIdStr":"0","content":"我担心的是AWS继续大增，那Azure后继乏力就坐实了，更大的可能是整个云计算市场在减速。","text":"我担心的是AWS继续大增，那Azure后继乏力就坐实了，更大的可能是整个云计算市场在减速。","html":"我担心的是AWS继续大增，那Azure后继乏力就坐实了，更大的可能是整个云计算市场在减速。"}],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0},{"id":1308238,"commentId":"1308238","gmtCreate":1548884692854,"gmtModify":1548884692854,"authorId":3503493416332673,"author":{"id":3503493416332673,"idStr":"3503493416332673","authorId":3503493416332673,"name":"lebaron","avatar":"https://static.tigerbbs.com/420719b648235f1f28bd6d823b937172","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":391826,"objectIdStr":"391826","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"完全不一样，之前大家对苹果的心理预期很差，对微软的心理预期很好，不一样","text":"完全不一样，之前大家对苹果的心理预期很差，对微软的心理预期很好，不一样","html":"完全不一样，之前大家对苹果的心理预期很差，对微软的心理预期很好，不一样","likeSize":1,"commentSize":2,"subComments":[{"id":1308254,"commentId":"1308254","gmtCreate":1548885528003,"gmtModify":1548885528003,"authorId":3503493416332673,"author":{"id":3503493416332673,"idStr":"3503493416332673","authorId":3503493416332673,"name":"lebaron","avatar":"https://static.tigerbbs.com/420719b648235f1f28bd6d823b937172","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":43898359627567,"repliedAuthor":{"id":43898359627567,"idStr":"43898359627567","authorId":43898359627567,"name":"Malison","avatar":"https://static.tigerbbs.com/ed4752e07c0662570d740a149accea3f","vip":1,"currentWearingBadge":{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-4","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"明星虎友","description":"加入老虎社区2000天","bigImgUrl":"https://static.tigerbbs.com/dddf24b906c7011de2617d4fb3f76987","smallImgUrl":"https://static.tigerbbs.com/53d58ad32c97254c6f74db8b97e6ec49","grayImgUrl":"https://static.tigerbbs.com/6304700d92ad91c7a33e2e92ec32ecc1","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.18","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1001},"hat":"https://static.tigerbbs.com/306aa047bc14b6942cda1aed925cf8c3","crmLevel":8,"crmLevelSwitch":1,"individualDisplayBadges":[]},"objectId":391826,"objectIdStr":"391826","type":1,"supId":1308238,"supIdStr":"1308238","prevId":1308241,"prevIdStr":"1308241","content":"不过玩美股比A股好多了，A股纯属瞎搞，特别是妖股，一群没什么钱的小青年乱赌博","text":"不过玩美股比A股好多了，A股纯属瞎搞，特别是妖股，一群没什么钱的小青年乱赌博","html":"不过玩美股比A股好多了，A股纯属瞎搞，特别是妖股，一群没什么钱的小青年乱赌博"},{"id":1308241,"commentId":"1308241","gmtCreate":1548884744042,"gmtModify":1548884744042,"authorId":43898359627567,"author":{"id":43898359627567,"idStr":"43898359627567","authorId":43898359627567,"name":"Malison","avatar":"https://static.tigerbbs.com/ed4752e07c0662570d740a149accea3f","vip":1,"currentWearingBadge":{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-4","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"明星虎友","description":"加入老虎社区2000天","bigImgUrl":"https://static.tigerbbs.com/dddf24b906c7011de2617d4fb3f76987","smallImgUrl":"https://static.tigerbbs.com/53d58ad32c97254c6f74db8b97e6ec49","grayImgUrl":"https://static.tigerbbs.com/6304700d92ad91c7a33e2e92ec32ecc1","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.18","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1001},"hat":"https://static.tigerbbs.com/306aa047bc14b6942cda1aed925cf8c3","crmLevel":8,"crmLevelSwitch":1,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":391826,"objectIdStr":"391826","type":1,"supId":1308238,"supIdStr":"1308238","prevId":0,"prevIdStr":"0","content":"明白～但是不服气[愤怒]","text":"明白～但是不服气[愤怒]","html":"明白～但是不服气[愤怒]"}],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0},{"id":1308231,"commentId":"1308231","gmtCreate":1548884628696,"gmtModify":1548884628696,"authorId":3432758054159394,"author":{"id":3432758054159394,"idStr":"3432758054159394","authorId":3432758054159394,"name":"南山望月","avatar":"https://static.tigerbbs.com/ee86023bf593a20c1aba73fd8ce97819","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":391826,"objectIdStr":"391826","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"苹果现在老巴坐庄 还有谁能比 \n ","text":"苹果现在老巴坐庄 还有谁能比 \n ","html":"苹果现在老巴坐庄 还有谁能比 \n ","likeSize":0,"commentSize":1,"subComments":[{"id":1308245,"commentId":"1308245","gmtCreate":1548885009130,"gmtModify":1548885009130,"authorId":43898359627567,"author":{"id":43898359627567,"idStr":"43898359627567","authorId":43898359627567,"name":"Malison","avatar":"https://static.tigerbbs.com/ed4752e07c0662570d740a149accea3f","vip":1,"currentWearingBadge":{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-4","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"明星虎友","description":"加入老虎社区2000天","bigImgUrl":"https://static.tigerbbs.com/dddf24b906c7011de2617d4fb3f76987","smallImgUrl":"https://static.tigerbbs.com/53d58ad32c97254c6f74db8b97e6ec49","grayImgUrl":"https://static.tigerbbs.com/6304700d92ad91c7a33e2e92ec32ecc1","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.18","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1001},"hat":"https://static.tigerbbs.com/306aa047bc14b6942cda1aed925cf8c3","crmLevel":8,"crmLevelSwitch":1,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":391826,"objectIdStr":"391826","type":1,"supId":1308231,"supIdStr":"1308231","prevId":0,"prevIdStr":"0","content":"惹不起惹不起[喷血]","text":"惹不起惹不起[喷血]","html":"惹不起惹不起[喷血]"}],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0},{"id":1308236,"commentId":"1308236","gmtCreate":1548884679004,"gmtModify":1548884679004,"authorId":3476649217366503,"author":{"id":3476649217366503,"idStr":"3476649217366503","authorId":3476649217366503,"name":"嘉儿Jiaer","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":391826,"objectIdStr":"391826","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"算不准","text":"算不准","html":"算不准","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"invalid","coins":0,"score":0}],"isCommentEnd":false,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/391826"}