MSFT earning

I think market is a bit disappointed by its cloud revenue growth, which is at 39%. A great number, but just slightly above 38.5% expectation

In addition, MSFT Capex spending was $37B, above estimate of $34B.

All in all, solid report, but stock should take some time to recover and consolidate, as MSFT is still in the build build build phase

所有跟帖： 

• 前阵子就说MSFT not yet嘛， 哈哈，开个玩笑 -bogbog- ♀ (0 bytes) () 01/28/2026 postreply 13:44:57

• 你是不是有内部消息啊？哈哈 -小松松- ♀ (0 bytes) () 01/28/2026 postreply 13:46:55

• 八卦，开玩笑的 -bogbog- ♀ (0 bytes) () 01/28/2026 postreply 13:52:53

• 从侧面说明，这个季度的财报，投资人会抛售任何revenue增速不高的股票 -三心三意- ♂ (0 bytes) () 01/28/2026 postreply 13:45:08

• 学习了！现在不敢下手了. -Stillbelieve- ♀ (0 bytes) () 01/28/2026 postreply 13:49:42

• 还有就是office/copilot据说使用下降？现在软件类的股都下跌厉害 -ihavingfun- ♂ (0 bytes) () 01/28/2026 postreply 13:52:34

• 现在季报不能有一点瑕疵。昨天有个SANM 季报很好，就是前瞻弱了一点就跌了21%。 -小松松- ♀ (0 bytes) () 01/28/2026 postreply 13:45:57

• MSFT is facing the same issue METS was facing last quarter -越王剑- ♂ (444 bytes) () 01/28/2026 postreply 13:47:46

• Perfect timing to accumulate. Meta 掉到 580的时候，人人都不敢进，看看现在：） -三心三意- ♂ (0 bytes) () 01/28/2026 postreply 13:51:20

• 今天赌一把结果水下了，那就慢慢加吧，DCA -ihavingfun- ♂ (0 bytes) () 01/28/2026 postreply 13:53:42

• 你觉得明天开盘能跌到哪儿？打算再买点 -Harp- ♀ (0 bytes) () 01/28/2026 postreply 13:50:17

• I think you want dust to settle a bit first, but -三心三意- ♂ (125 bytes) () 01/28/2026 postreply 13:53:39

• 还能再破前低？400就all in！ -Harp- ♀ (0 bytes) () 01/28/2026 postreply 13:57:46

• wait for dust settle, but do jump in if ppl panic -三心三意- ♂ (0 bytes) () 01/28/2026 postreply 14:00:01

• 到时候继续在群里喊一声。? -Blueview2026- ♂ (63 bytes) () 01/28/2026 postreply 14:10:45