【华安全球科技团队】金荣/来祚豪/赵亮/杨函璋/赵浦轩/刘政主要观点FY26Q2业绩：业绩全面超预期，OAI投资重估推高GAAP利润：1）整体来看：微软发布FY26Q2财报，季度总营收录得812.73亿美元（同比+17%），超过BBG预期1.2%；Operating income录得382.75亿美元（同比+21%），超过BBG预期4.7%；GAAP净利润录得384.58亿美元（同比+60%），...
Source Link【华安全球科技团队】金荣/来祚豪/赵亮/杨函璋/赵浦轩/刘政主要观点FY26Q2业绩：业绩全面超预期，OAI投资重估推高GAAP利润：1）整体来看：微软发布FY26Q2财报，季度总营收录得812.73亿美元（同比+17%），超过BBG预期1.2%；Operating income录得382.75亿美元（同比+21%），超过BBG预期4.7%；GAAP净利润录得384.58亿美元（同比+60%），...
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