概要7月30日盘后，微软即将公布25年（即25财年Q4季报），市场预期其营收735~745亿美元，同比增14%，净利润250~256亿美元，同比增14.5%。我们的预期：营收745~755亿美元，净利润265~270亿美元。同时上调微软年底目标价至550美元，距离周四收盘有7.5%的上涨空间，会是第二家突破4万亿美元的上市公司。上一财季，这家云巨头发布了亮眼的财报，使得AI叙事卷土重来，这次表现又...
Source Link概要7月30日盘后，微软即将公布25年（即25财年Q4季报），市场预期其营收735~745亿美元，同比增14%，净利润250~256亿美元，同比增14.5%。我们的预期：营收745~755亿美元，净利润265~270亿美元。同时上调微软年底目标价至550美元，距离周四收盘有7.5%的上涨空间，会是第二家突破4万亿美元的上市公司。上一财季，这家云巨头发布了亮眼的财报，使得AI叙事卷土重来，这次表现又...
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