aqing的个人主页 - 老虎社区

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2022-06-08

$阿里巴巴-SW(09988)$利空出尽，已回到正确的轨道上，价值被严重低估，买入！目标价480元！

2021-09-27

$阿里巴巴(BABA)$价值被严重低估，买入！

2021-08-25

$阿里巴巴-SW(09988)$增长乏力，竞争激烈（拼多多都盈利了），企业文化很差（烂事太多），别装了，目标价75！！！

2021-12-01

$阿里巴巴-SW(09988)$阿里基本面很稳健，价值被严重低估，持续买入！

2021-08-25

$拼多多(PDD)$昨晚一顿猛拉高把货出了，今晚又是暴跌？？？

2021-12-01

$腾讯控股(00700)$腾讯基本面非常健康，价值被严重低估，继续买入！

2022-04-27

微软的生意模式很厉害啊！智能云到底是什么业务？求解释

微软连续六个季度营收超过400亿美元，智能云收入再超预期

2021-11-22

$阿里巴巴-SW(09988)$阿里价值被低估，比较便宜，继续买入！

2021-08-09

$腾讯控股(00700)$别装了！出招了被起诉，游戏被严控，经济下滑，中美关系，反垄断还没出招！！目标价80！

2021-08-09

$腾讯控股(00700)$强行拉高没用的，收盘还是要暴跌的[流泪]

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href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a>腾讯基本面非常健康，价值被严重低估，继续买入！","text":"$腾讯控股(00700)$腾讯基本面非常健康，价值被严重低估，继续买入！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/609705039","isVote":1,"tweetType":1,"viewCount":2775,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":618623062,"gmtCreate":1651023617467,"gmtModify":1651023617467,"author":{"id":"3439807817472944","authorId":"3439807817472944","name":"aqing","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3439807817472944","authorIdStr":"3439807817472944"},"themes":[],"htmlText":"微软的生意模式很厉害啊！智能云到底是什么业务？求解释","listText":"微软的生意模式很厉害啊！智能云到底是什么业务？求解释","text":"微软的生意模式很厉害啊！智能云到底是什么业务？求解释","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/618623062","repostId":"1157961031","repostType":4,"repost":{"id":"1157961031","kind":"news","pubTimestamp":1651015897,"share":"https://www.laohu8.com/m/news/1157961031?lang=zh_CN&edition=full","pubTime":"2022-04-27 07:31","market":"hk","language":"zh","title":"微软连续六个季度营收超过400亿美元，智能云收入再超预期","url":"https://stock-news.laohu8.com/highlight/detail?id=1157961031","media":"华尔街见闻","summary":"微软第三财季EPS同比增长9%录得2.22美元，营收同比增长18%录得493.6亿美元，双双高于市场预期。分业务板块来看，第三财季其最大收入源智能云收入亮眼，录得190.5亿美元营收超预期。微软MSF","content":"<html><head></head><body><blockquote>微软第三财季EPS同比增长9%录得2.22美元，营收同比增长18%录得493.6亿美元，双双高于市场预期。分业务板块来看，第三财季其最大收入源智能云收入亮眼，录得190.5亿美元营收超预期。微软MSFT美股盘后受财报利好影响盘后一度上涨1%，但随后追随谷歌同日财报影响震荡一度下挫，随后又拉升超6%。</blockquote><p>美东时间4月26日周二盘后，微软公布截至2022年3月31日的第一季度、即该司2022财年第三财季的财报，营收利润纷纷超预期，而其最大收入源——智能云业务收入以26%的同比增速持续发力，录得190.5亿美元，高于分析师189亿美元预期。</p><p>周二，微软收跌3.74%，受财报利好影响盘后一度上涨1%，但随后追随谷歌同日财报影响震荡一度下挫，随后又拉升超6%。年初至今，微软累计下跌近20%，略好于同期纳斯达克21%的累计跌幅。<img src=\"https://static.tigerbbs.com/465e4cbe326ac30e48f1978cd90af254\" tg-width=\"1092\" tg-height=\"706\" width=\"100%\" height=\"auto\"/>具体来看其核心财务指标：</p><ul><li>第三财季营收为493.6亿美元，同比增长18%，连续六个季度营收超过400亿美元，高于分析师预期490.4亿美元，上季度同比增长20%。</li><li>第三财季稀释后每股收益EPS为2.22美元，按美国通用会计准则同比增长9%（非美国通用会计准则增长14%），高于分析师预期2.19美元。</li><li>第三财季利润167亿美元，按公认会计原则同比增长8%。</li><li>第三财季销售和营销支出总额为56亿美元，同比增长10%，是三年多来的最快增长。</li></ul><p><img src=\"https://static.tigerbbs.com/15214b352c74b050848c9dbf7a8efda5\" tg-width=\"1291\" tg-height=\"269\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>从微软报告期的分业务收入来看，“智能云”业务收入表现依旧强劲，最为市场关注的公共云Azure在内的云服务增长接近50%：</p><ul><li>第三财季包括面向企业和个人消费者的Office产品、LinkedIn、Dynamics产品和云服务在内的“生产力与业务处理”业务营业收入158亿美元，同比增长17%，基本持平市场预期的157.8亿美元。其中，在Office 365商业收入同比增长17%、Office商业产品和云服务收入同比增长12%、LinkedIn收入同比增长34%、Dynamics产品和云服务收入同比增长22%、365收入同比增长35%。</li><li>第三财季包括Azure、GitHub、服务器产品、企业和云服务在内的“智能云”业务收入190.5亿美元，同比增长26%，高于分析师预期189亿美元。其中，Azure和其他云服务收入同比增长46%，服务器产品和云服务收入增长29%。</li><li>第三财季包括Windows、搜索、游戏机Xbox和Surface电脑在内的“更多个人计算”业务收入145.2亿美元，同比增长11%，高于分析师预期143.3亿美元。其中，Windows OEM收入同比增长11%，Windows商用产品和云服务收入增长14%，Xbox内容和服务收入增长4%，搜索和新闻广告收入（不包括流量获取成本）增长23%，Surface收入增长13%。</li></ul><p><img src=\"https://static.tigerbbs.com/aa0f7b0240e87ae4494f4f21ceb503c8\" tg-width=\"895\" tg-height=\"445\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/><img src=\"https://static.tigerbbs.com/fe8f81f7a34244ec64fa0e690efc93bf\" tg-width=\"881\" tg-height=\"509\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>微软表示，本季度来自个人电脑制造商的Windows授权销售收入增长了11%。微软曾在1月份预测过高个位数的增长。研究公司Gartner估计，本季度个人电脑出货量下降了6.8%，这是自2020年第一季度以来的最大幅度下降，此前疫情期间一度推动了市场扩张。不包括运行谷歌Chrome OS操作系统的个人电脑，出货量增长了3.9%。</p><p>此外，微软第三财季以回购股票和派发股息形式向股东回馈124亿美元，与2021财年第三季度相比，同比增加了25%。</p><p>微软公司董事长兼首席执行官Satya Nadella表示：</p><blockquote>展望未来，数字技术将是推动世界经济产出的关键投入，在整个技术堆栈中，我们正在扩大我们的机会和市场份额，因为我们帮助客户实现差异化并建立弹性，并以更少的钱做更多的事。</blockquote><p>微软执行副总裁兼首席财务官Amy Hood表示，</p><blockquote>客户对我们的云平台的持续承诺和强大的销售执行力推动了28%的商业预订增长，微软云收入为234亿美元，同比增长32%，好于预期。</blockquote><blockquote>游戏机Xbox硬件销售好于（公司原来的）预期，控制器的供应增加，这推动Xbox的销售；Azure云计算服务增速超过我本人的想象。</blockquote><p>华尔街见闻稍早前文章也提及，在本报告期，微软宣布了以687亿美元收购视频游戏发行商动视暴雪的计划，这是微软47年历史上最大的交易。微软此前还完成了对Nuance Communications的收购，并制定了在Nuance关注的行业——医疗保健领域的扩张战略。</p></body></html>","source":"highlight_wallstreetcn","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>微软连续六个季度营收超过400亿美元，智能云收入再超预期</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n微软连续六个季度营收超过400亿美元，智能云收入再超预期\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-27 07:31 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3658019><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>微软第三财季EPS同比增长9%录得2.22美元，营收同比增长18%录得493.6亿美元，双双高于市场预期。分业务板块来看，第三财季其最大收入源智能云收入亮眼，录得190.5亿美元营收超预期。微软MSFT美股盘后受财报利好影响盘后一度上涨1%，但随后追随谷歌同日财报影响震荡一度下挫，随后又拉升超6%。美东时间4月26日周二盘后，微软公布截至2022年3月31日的第一季度、即该司2022财年第三财季的...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3658019\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e1a4cc202709ea1e312bac26753316a5","relate_stocks":{"MSFT":"微软"},"source_url":"https://wallstreetcn.com/articles/3658019","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"1157961031","content_text":"微软第三财季EPS同比增长9%录得2.22美元，营收同比增长18%录得493.6亿美元，双双高于市场预期。分业务板块来看，第三财季其最大收入源智能云收入亮眼，录得190.5亿美元营收超预期。微软MSFT美股盘后受财报利好影响盘后一度上涨1%，但随后追随谷歌同日财报影响震荡一度下挫，随后又拉升超6%。美东时间4月26日周二盘后，微软公布截至2022年3月31日的第一季度、即该司2022财年第三财季的财报，营收利润纷纷超预期，而其最大收入源——智能云业务收入以26%的同比增速持续发力，录得190.5亿美元，高于分析师189亿美元预期。周二，微软收跌3.74%，受财报利好影响盘后一度上涨1%，但随后追随谷歌同日财报影响震荡一度下挫，随后又拉升超6%。年初至今，微软累计下跌近20%，略好于同期纳斯达克21%的累计跌幅。具体来看其核心财务指标：第三财季营收为493.6亿美元，同比增长18%，连续六个季度营收超过400亿美元，高于分析师预期490.4亿美元，上季度同比增长20%。第三财季稀释后每股收益EPS为2.22美元，按美国通用会计准则同比增长9%（非美国通用会计准则增长14%），高于分析师预期2.19美元。第三财季利润167亿美元，按公认会计原则同比增长8%。第三财季销售和营销支出总额为56亿美元，同比增长10%，是三年多来的最快增长。从微软报告期的分业务收入来看，“智能云”业务收入表现依旧强劲，最为市场关注的公共云Azure在内的云服务增长接近50%：第三财季包括面向企业和个人消费者的Office产品、LinkedIn、Dynamics产品和云服务在内的“生产力与业务处理”业务营业收入158亿美元，同比增长17%，基本持平市场预期的157.8亿美元。其中，在Office 365商业收入同比增长17%、Office商业产品和云服务收入同比增长12%、LinkedIn收入同比增长34%、Dynamics产品和云服务收入同比增长22%、365收入同比增长35%。第三财季包括Azure、GitHub、服务器产品、企业和云服务在内的“智能云”业务收入190.5亿美元，同比增长26%，高于分析师预期189亿美元。其中，Azure和其他云服务收入同比增长46%，服务器产品和云服务收入增长29%。第三财季包括Windows、搜索、游戏机Xbox和Surface电脑在内的“更多个人计算”业务收入145.2亿美元，同比增长11%，高于分析师预期143.3亿美元。其中，Windows OEM收入同比增长11%，Windows商用产品和云服务收入增长14%，Xbox内容和服务收入增长4%，搜索和新闻广告收入（不包括流量获取成本）增长23%，Surface收入增长13%。微软表示，本季度来自个人电脑制造商的Windows授权销售收入增长了11%。微软曾在1月份预测过高个位数的增长。研究公司Gartner估计，本季度个人电脑出货量下降了6.8%，这是自2020年第一季度以来的最大幅度下降，此前疫情期间一度推动了市场扩张。不包括运行谷歌Chrome OS操作系统的个人电脑，出货量增长了3.9%。此外，微软第三财季以回购股票和派发股息形式向股东回馈124亿美元，与2021财年第三季度相比，同比增加了25%。微软公司董事长兼首席执行官Satya Nadella表示：展望未来，数字技术将是推动世界经济产出的关键投入，在整个技术堆栈中，我们正在扩大我们的机会和市场份额，因为我们帮助客户实现差异化并建立弹性，并以更少的钱做更多的事。微软执行副总裁兼首席财务官Amy Hood表示，客户对我们的云平台的持续承诺和强大的销售执行力推动了28%的商业预订增长，微软云收入为234亿美元，同比增长32%，好于预期。游戏机Xbox硬件销售好于（公司原来的）预期，控制器的供应增加，这推动Xbox的销售；Azure云计算服务增速超过我本人的想象。华尔街见闻稍早前文章也提及，在本报告期，微软宣布了以687亿美元收购视频游戏发行商动视暴雪的计划，这是微软47年历史上最大的交易。微软此前还完成了对Nuance 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