Rational Investing - Cameron Stewart, CFA 对 $MSFT 的判断变化

2026-08-12
The Best Tech Stock to Buy Now: Microsoft vs Meta vs Apple!
微软报告了强劲的营收增长(增长18%)和Azure扩张(增长40%),但未来高额资本开支(2500-2600亿美元)给现金流质量和融资带来不确定性。

我昨天看了微软的财报,绝对是一个强劲强劲的季度。

I uh I looked at um Microsoft's earnings yesterday and an absolute strong strong um quarter.

好的,微软营收 900 亿美元,同比增长 18%。嗯,那超出了预期。调整后每股收益 4.74 美元。这超出了 4.21 的预期。

All right, Microsoft revenue 90 billion up 18% year-over-year. Uh, that was a beat. Adjusted earnings per share $4.74. It's a beat over 421.

他们对Anthropic有一笔可观的投资,我之前不知道。我回到全屏,我之前不知道。我知道微软投资了OpenAI,但我不知道他们也投资了Anthropic。

Um, they have a nice size investment in Anthropic, which um, I wasn't I'll go back to full screen which I wasn't aware of. I didn't know Micros I knew Microsoft had invested in Open AI. I did not know they also invested in Anthropic.