研报掘金丨中金:微软第二财季业绩超预期,维持“跑赢行业”评级及目标价586美元

格隆汇资讯
Feb 05

中金发表报告指,微软公布2026财年第二季业绩,总营收按年增17%至813亿美元,市场预期增15%,该行预期增16%;营业利润按年增21%至383亿美元,市场预期366亿美元,该行预期369亿美元;GAAP口径净利润受到投资Open AI收益的推动按年大幅增长60%至385亿美元,市场预期288亿美元,该行预期275亿美元;去除Open AI投资影响的Non-GAAP口径对应摊薄后每股盈利按年增...

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