MSFT is facing the same issue METS was facing last quarter

来源: 于 2026-01-28 13:47:46 [博客] [旧帖] [给我悄悄话] 本文已被阅读：次

CapEx is way over the estimate. Azure growth slowing. It will take another quarter to recover.

https://www.zerohedge.com/markets/microsoft-tumbles-after-top-bottom-line-beats-capex-soars