$甲骨文 (ORCL.US)$ 很快就看到200
76485657
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要点摘要（由AI生成）
财务表现
- 第二季度营收创纪录，达$960亿，同比增长逾一倍，且增速连续第四个季度加快
- 数据中心营收环比增长18%，达到$890亿，主要由超大规模（hyperscale）和ACINE业务板块推动
- GAAP与非GAAP毛利率均为75%，与上一季度基本持平
- 通过$200亿的股票回购向股东返还创纪录的$260亿……
财务表现
- 第二季度营收创纪录，达$960亿，同比增长逾一倍，且增速连续第四个季度加快
- 数据中心营收环比增长18%，达到$890亿，主要由超大规模（hyperscale）和ACINE业务板块推动
- GAAP与非GAAP毛利率均为75%，与上一季度基本持平
- 通过$200亿的股票回购向股东返还创纪录的$260亿……
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$Applied Optoelectronics (AAOI.US)$ 挂在160，经历腰斩又快回来了
$微软 (MSFT.US)$ 空头赶紧发力把微软打下来
76485657
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Key Takeaways (AI-Generated)
Financial Performance
- Annual revenue surpassed $331 billion, up 18% with Microsoft Cloud at $214 billion, up 27%
- Azure revenue exceeded $100 billion, growing 41% against strong prior year comparable
- Q4 revenue reached $90 billion, up 18% with operating income increasing 18%
- Capital expenditures totaled $41 billion with free cash flow of $19.6 billion
Business Highlights
- Added 31 new data centers across 5 continent...
Financial Performance
- Annual revenue surpassed $331 billion, up 18% with Microsoft Cloud at $214 billion, up 27%
- Azure revenue exceeded $100 billion, growing 41% against strong prior year comparable
- Q4 revenue reached $90 billion, up 18% with operating income increasing 18%
- Capital expenditures totaled $41 billion with free cash flow of $19.6 billion
Business Highlights
- Added 31 new data centers across 5 continent...
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$Adobe (ADBE.US)$ 别急跑，半导体跌软件涨还在持续
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$Adobe (ADBE.US)$ 冲300的节奏啊
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