微软击败了收入,但尽管大量积压和新的人工智能交易,AI支出担忧却下降了10%。 Microsoft beat earnings but fell 10% on AI spending worries, despite strong backlog and new AI deal.

微软的Q2收入比预期低4.14 EPS和812.7亿美元收入,比年增长16.7%,但是,由于对AI支出增加和Azure增长放缓的关切,在报告之后股票下跌了10%。 Microsoft's Q2 earnings beat expectations with $4.14 EPS and $81.27 billion in revenue, up 16.7% year-over-year, but the stock dropped 10% after the report due to concerns over rising AI spending and slowing Azure growth. 尽管被出售,机构投资者增加了股权,公司获得了7.5亿美元的AI云,解决了两难问题。 Despite the selloff, institutional investors increased stakes, and the company secured a $750 million AI cloud deal with Perplexity. 微软的商业积压达6,250亿美元,表明未来收入强劲,而分析师则维持“机动购买”共识,平均价格目标为597.73美元。 Microsoft’s commercial backlog reached $625 billion, signaling strong future revenue, while analysts maintain a "Moderate Buy" consensus with a $597.73 average price target. 该股票的市场上限为3.2万亿美元,P/E比率为26.91。 The stock has a market cap of $3.2 trillion and a P/E ratio of 26.91.