$微软(MSFT)$_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

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