GenZ牛马大学生
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$微软 (MSFT.US)$ 不错不错但是我有问题想文广大股民，为什么储存半导体跌了微软会涨只是单纯的板块流进流出吗，微软本身ai开支也不少虽然已经被市场消化了但如果后续没什么回报会不会还能跌可能财报前冲上400然后回落，如果微软砍ai开支会涨的更高吗还是这个泡沫可能要破了无一幸免![]()
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GenZ牛马大学生
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微软又回到了我的观察名单上。其实我已经关注它一段时间了，但只有到了当前这个价位附近，我才觉得值得认真留意。
微软股价收于$372.97附近，盘中一度触及$355，随后大幅反弹。如果拉长时间来看，走势图相当难看——从大约$555的高点一路下跌，这意味着许多当初把它当作“Ma...
微软股价收于$372.97附近，盘中一度触及$355，随后大幅反弹。如果拉长时间来看，走势图相当难看——从大约$555的高点一路下跌，这意味着许多当初把它当作“Ma...
已翻译
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GenZ牛马大学生
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Key Takeaways (AI-Generated)
Financial Performance
- Record Q3 revenue of $41.5 billion, up 74% sequentially and 346% year-over-year
- Record gross margin of 84.9%, up 10 percentage points sequentially
- Record non-GAAP EPS of $25.11, up 106% sequentially
- Record free cash flow of $18.3 billion in Q3
Business Highlights
- Signed 16 Strategic Customer Agreements representing ~20% of DRAM volume and 1/3 of NAND volume
- Data center revenue exceeded $25 bil...
Financial Performance
- Record Q3 revenue of $41.5 billion, up 74% sequentially and 346% year-over-year
- Record gross margin of 84.9%, up 10 percentage points sequentially
- Record non-GAAP EPS of $25.11, up 106% sequentially
- Record free cash flow of $18.3 billion in Q3
Business Highlights
- Signed 16 Strategic Customer Agreements representing ~20% of DRAM volume and 1/3 of NAND volume
- Data center revenue exceeded $25 bil...
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GenZ牛马大学生 楼主 75395465 : 确实拿着长期就会涨![[发呆]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "发呆")
但偶尔还是有点好奇心