$微软(MSFT)$_老虎社区_美港股上老虎 - 老虎社区

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马虎恶魔号
04-30

$微软(MSFT)$ 各位关注我的朋友们，微软这份财报精简说就三句话：

好在哪

Azure增40%还在跑，AI年化收入370亿翻倍增长，商业订单储备6270亿美元——需求没毛病。

跌在哪

成本。智能云成本增速47%碾压收入增速30%，利润率掉了1.8个百分点。资本支出319亿刀同比增长49%，环比降幅却不及预期。市场现在最怕的不是增速慢，是钱砸下去换不来利润率。

散户怎么办

别参与短期博弈。机构问的是"这钱什么时候赚回来"，散户连期权赌具都摸不清。微软没变坏，但市场对AI投入产出比的耐心在降温。这种时候少动多看比较明智。

我是马虎恶魔号

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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酒吧里喝饮料的boy11
·04-30
高通财报没想到会这么反转，我现在人都傻了
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PaulaBaldwin
·04-30
成本压力是真的头疼
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