北京时间10月30日美股盘后,$微软(MSFT.US) 公布了截至9月底的2026财年1季度财报。整体上,本季微软业绩不俗,几乎没有缺点,各项指标普遍好于预期。问题在于作为最被一致看多的标的,市场对微软的期待非常高。可以说,需要大幅度的超预期,才能再让市场感到惊喜。且本季核心Azure增速并未好于买方预期,让市场对微软本季业绩反应平平。1、Azure没有意外之喜:最受关注的Azure业务,本季营收...
Source Link北京时间10月30日美股盘后,$微软(MSFT.US) 公布了截至9月底的2026财年1季度财报。整体上,本季微软业绩不俗,几乎没有缺点,各项指标普遍好于预期。问题在于作为最被一致看多的标的,市场对微软的期待非常高。可以说,需要大幅度的超预期,才能再让市场感到惊喜。且本季核心Azure增速并未好于买方预期,让市场对微软本季业绩反应平平。1、Azure没有意外之喜:最受关注的Azure业务,本季营收...
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