概要1月28日盘后,微软即将公布25年Q4,即26财年Q2季报。近期,微软股价表现非常微软,在三季报公布后一路下跌,是科技巨头里面垫底的存在。除了增速担忧外,过高的开支以及和openAI的铁索连环导致的债务担忧也在拖累股价。据笔者汇总分析师数据,华尔街预期其营收800~810亿美元,同比增16%;净利润285~295亿美元,同比增19%;资本开支360~380亿美元,Azure增速38%~39%;...
Source Link概要1月28日盘后,微软即将公布25年Q4,即26财年Q2季报。近期,微软股价表现非常微软,在三季报公布后一路下跌,是科技巨头里面垫底的存在。除了增速担忧外,过高的开支以及和openAI的铁索连环导致的债务担忧也在拖累股价。据笔者汇总分析师数据,华尔街预期其营收800~810亿美元,同比增16%;净利润285~295亿美元,同比增19%;资本开支360~380亿美元,Azure增速38%~39%;...
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