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马虎恶魔号
04-30

$微软(MSFT)$ 微软CapEx放缓，说人话就是：花的钱比预期少，增速也比之前慢了。

表面上49%增速不低，但对比上一季66%和市场预期的65%，就是踩了刹车。

市场马上会问：是需求不行了，还是被电力、GPU交货卡住了？这两种性质完全不一样，散户从财报里根本看不出答案。

微软说长期投入不变，CFO给了1900亿全年指引，信不信看自己。

我的判断：别猜，猜也猜不对。机构有信息优势，有量化工具博弈期权，散户跟着这个消息盘面进出基本是送钱。

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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不做暴富的梦
·04-30
市场预期哪有65%
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