昨日， $微软(MS_老虎社区_美港股上老虎 - 老虎社区

价值投资为王

昨日， $微软(MSFT)$ 暴涨15.5%，创2008年10月以来最大涨幅，单日市值增加4500亿美元，创人类历史上单日市值增长之最！微软单日市值增量已超过标普500指数中约96%成份股各自的总市值。还超过全球多个国家各自的股市总市值，如南非、土耳其、芬兰和越南！

暴涨的原因是微软的Azure云业务收入大增43%，为2022年初以来最快增速。

美股这两年的波动真是令人瞠目结舌！

微软再涨3%续演财报行情，4500亿现金垫有多硬？

微软今日续涨3.02%，延续上周财报后的强势表现。SeekingAlpha称"微软让AI怀疑者闭嘴，20%以上上行可期"，Azure云增速与Copilot变现兑现了AI capex的回报叙事；上周财报中约4500亿美元的现金储备更被视为穿越周期的底气。作为本轮AI资本开支的最大受益者之一，微软的估值天花板还在抬升吗？

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

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cpa
08-01 08:24
cpa
啥意思，没看懂

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