本周，美股财报季的高潮来了。周三美股盘后，微软、Meta、谷歌等华尔街科技巨头相继交出新一季财报。其中，“AI基建霸主”微软26Q1营收和净利润双双增长。不过业绩虽依旧稳健，但因Azure云增长不够亮眼以及AI烧钱太猛引发市场担忧，绩后不涨反跌。财报公布后，原本收跌0.1%的微软股价盘后跌幅迅速扩大，现跌超3%。AI科技狂潮之下，科技巨头们开启了“黄金时代”。今年迄今，微软股价累计上涨了约27%，...
Source Link本周，美股财报季的高潮来了。周三美股盘后，微软、Meta、谷歌等华尔街科技巨头相继交出新一季财报。其中，“AI基建霸主”微软26Q1营收和净利润双双增长。不过业绩虽依旧稳健，但因Azure云增长不够亮眼以及AI烧钱太猛引发市场担忧，绩后不涨反跌。财报公布后，原本收跌0.1%的微软股价盘后跌幅迅速扩大，现跌超3%。AI科技狂潮之下，科技巨头们开启了“黄金时代”。今年迄今，微软股价累计上涨了约27%，...
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