这位财务负责人在$微_老虎社区_美港股上老虎

这位财务负责人在$微软(MSFT)$ 财报会上的表态可谓实事求是。明确表示Azure到2026财年都会受限于机房空间和电力供应，这种坦诚反而展现了基建部署的清晰路线图。相较于画大饼的管理层，这种基于物理限制的预期管理更显战略定力。

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