12月4日，国信证券发布计算机行业2025年12月投资策略暨财报总结报告。近期海外大厂持续公布2025年三季度财报，业绩均超预期。微软FY2026年第一季度营收776.7亿美元，同比+18%，略超出市场预期的756亿美元；净利润为277.5亿美元，同比+12%；每股收益（EPS）达到3.72美元，同比+13%。谷歌FY2025年第三季度实现收入1023.46亿美元，同比+15.95%、环比+...
Source Link12月4日，国信证券发布计算机行业2025年12月投资策略暨财报总结报告。近期海外大厂持续公布2025年三季度财报，业绩均超预期。微软FY2026年第一季度营收776.7亿美元，同比+18%，略超出市场预期的756亿美元；净利润为277.5亿美元，同比+12%；每股收益（EPS）达到3.72美元，同比+13%。谷歌FY2025年第三季度实现收入1023.46亿美元，同比+15.95%、环比+...
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