微软股价上涨8.2%，成为全球第二家市值突破4万亿美元的公司。 来源：第一财经 ...

智通财经获悉，周四，微软(MSFT.US)开盘涨超6%，续创历史新高，市值突破4万亿美元，成为继英伟 达后第二家站上4万亿美元市值的公司。消息面上，微软2025财年第四季度业绩超市场预期，营收达 764.4亿美元(预期738.3亿美元)，同比增长18%，创近三年最快增速;每股收益3.65美元(预期3.38美元)。 净利润从上年同期的220.4亿美元增至272.3亿美元。 分析指出，微软的表现极为出色，实现了强劲的双位数增长，其营收较此前的庞大基数增长了 18%， 这一增长主要得益于 Azure 业务营收的 39%大幅增长。运营杠杆效应使得利润率有所提升，这也是每 股收益较一年前增长超过 20%的原因。尽管过去一个季度的资本支出达到 170 亿美元，但自由现金流 依然颇具吸引力。 展望未来，微软预计第一财季的营收将在 747 亿美元至 758 亿美元之间，中间值 752.5 亿美元超过了 740.9 亿美元的预期值。该公司预计第一财季的预期营业利润率高达 46.6%，高于 StreetAccount 调查的 分析师们所预测的 45.7%的水平。 本文源自：智通财经网 ...

Group 1 - Microsoft CEO Nadella confirmed that Xbox has become the best-selling publisher on the PS5 platform, despite declining sales of Xbox consoles and related hardware [1] - In Q2 2025, six out of the top ten best-selling games on the PS5 platform were from Microsoft, with "Forza Horizon 5" being the standout title [3] - The trend of Microsoft games performing well on the PS5 while Xbox console sales decline is expected to continue in the short term, with upcoming titles like "Call of Duty: Black Ops 7" and "Gears of War: Reinforcements" likely to perform well on the PS5 [5] Group 2 - Several other titles, including "Ninja Gaiden 4" and "The Outer Worlds 2," are in development, and popular Microsoft titles like "Microsoft Flight Simulator 2024" and "Hitman" will also be released on the PS platform in the future [7] - Industry insiders suggest that the potential for Xbox console sales to improve may arise as Sony gradually initiates a multi-platform strategy, leading to more first-party Sony games being ported to the Xbox platform [9] - The top ten best-selling games on the PS5 platform for Q2 2025 include "Forza Horizon 5," "The Elder Scrolls IV: Oblivion Remastered," and "Call of Duty: Black Ops 6," among others [11]

Group 1 - The US stock market opened higher with all three major indices rising, with the Dow Jones up 0.17%, Nasdaq up 1.55%, and S&P 500 up 0.82% [1] - Microsoft shares surged over 10% after earnings, making it the second tech giant globally to surpass a market capitalization of $4 trillion [1] - Meta's stock rose over 6% following earnings, driven by AI boosting core business growth [1] Group 2 - Qualcomm's stock fell over 3% in pre-market trading due to the announcement that it will lose Apple as a customer for its modem business in the coming years [8] - Meta's pre-market stock increased by over 11%, reporting a 22% year-on-year revenue growth and a net profit of $18.3 billion, up 36% [9] - Microsoft's pre-market stock rose nearly 9% after reporting Q4 FY2025 revenue of $76.44 billion, compared to $64.7 billion in the same period last year [10] Group 3 - The US core PCE price index for June increased by 2.8% year-on-year, up from a previous value of 2.7% [11] - The number of initial jobless claims in the week ending July 26 was reported at 218,000, slightly up from the previous week's 217,000 [12][13] - The number of layoffs reported by Challenger companies in July was 62,075, an increase from the previous value of 47,999 [14]

分析指出，微软的表现极为出色，实现了强劲的双位数增长，其营收较此前的庞大基数增长了18%，这 一增长主要得益于Azure业务营收的39%大幅增长。运营杠杆效应使得利润率有所提升，这也是每股收 益较一年前增长超过20%的原因。尽管过去一个季度的资本支出达到170亿美元，但自由现金流依然颇 具吸引力。 周四，微软(MSFT.US)开盘涨超6%，续创历史新高，市值突破4万亿美元，成为继英伟达后第二家站上 4万亿美元市值的公司。消息面上，微软2025财年第四季度业绩超市场预期，营收达764.4亿美元(预期 738.3亿美元)，同比增长18%，创近三年最快增速;每股收益3.65美元(预期3.38美元)。净利润从上年同期 的220.4亿美元增至272.3亿美元。 展望未来，微软预计第一财季的营收将在747亿美元至758亿美元之间，中间值752.5亿美元超过了740.9 亿美元的预期值。该公司预计第一财季的预期营业利润率高达46.6%，高于StreetAccount调查的分析师 们所预测的45.7%的水平。 ...

本文源自：金融界AI电报 微软盘初涨约8%，追随英伟达成为全球第二家市值突破4万亿美元的科技巨头。 ...

7月31日，微软(MSFT)开盘上涨6.88%，截至21:30，报548.54美元/股，成交24.45亿美元，总市值 40773.89亿美元。 财务数据显示，截至2025年06月30日，微软收入总额2817.24亿美元，同比增长14.93%；归母净利润 1018.32亿美元，同比增长15.54%。 大事提醒： 7月30日，微软2024年四季度累计回购金额184.2亿美元。 资料显示，微软公司成立于1975年,开发并支持为客户提供新价值的软件、服务、设备和解决方案,帮助 人们和企业实现他们的全部潜力。 他们的产品包括操作系统;跨设备生产力应用程序;服务器应用程序;业务解决方案应用程序;桌面和服务 器管理工具;软件开发工具;和视频游戏。他们还设计、制造和销售设备,包括个人电脑、平板电脑、游戏 和娱乐设备、其他智能设备和相关配件。 他们提供了一系列服务,包括基于云的解决方案,为客户提供软件、服务、平台和内容,并提供解决方案支 持和咨询服务。他们还向全球受众提供相关的在线广告。 本文源自：金融界 作者：行情君 ...

Core Viewpoint - Microsoft has achieved a historic milestone by surpassing a market capitalization of $4 trillion, becoming the second company to do so after Nvidia, following strong financial results for Q4 FY2025 [1] Financial Performance - Microsoft reported Q4 FY2025 revenue of $76.44 billion, exceeding market expectations of $73.83 billion, with a year-over-year growth of 18%, marking the fastest growth rate in nearly three years [1] - Earnings per share (EPS) reached $3.65, surpassing the expected $3.38, while net profit increased from $22.04 billion in the same quarter last year to $27.23 billion [1] Future Outlook - For Q1 FY2026, Microsoft projects revenue between $74.7 billion and $75.8 billion, with a midpoint of $75.25 billion, which exceeds the expected $74.09 billion [1] - The company anticipates an operating profit margin of 46.6% for Q1, higher than the 45.7% predicted by analysts [1] Business Growth Drivers - The significant revenue growth of 18% is primarily attributed to a 39% increase in Azure business revenue [1] - Operational leverage has contributed to an increase in profit margins, which is a key reason for the more than 20% year-over-year growth in EPS [1] - Despite capital expenditures reaching $17 billion in the last quarter, the company maintains an attractive free cash flow [1]

来源：环球市场播报 北京时间7月31日晚间消息，微软股价飙升8.2%，市值突破4万亿美元，成为继英伟达之后第二家突破 该关口的公司，目前仍位列全球市值榜第二名。 微软最新财报显示，季度营收764.4亿美元，同比增长18%，市场预估738.9亿美元。 ...

英伟达涨近2%，股价续刷新高，总市值接近4.5万亿美元，获大摩看高至200美元并维持"增持"评级。 微软大涨7.5%，股价再创新高，跻身4万亿美元俱乐部，Q2营收加速增长18%，Azure和其他云服务收 入大增39%。 Meta大涨11.6%，股价创新高，总市值接近1.5万亿美元，Q2业绩超预期且Q3指引强劲，继续提高资本 支出投资AI。 美国6月核心PCE物价指数环比上涨0.3%、同比上涨2.8%，略高于市场预期，美联储9月降息前景再添变 数。美股三大指数集体高开，纳指涨1.55%，标普500指数涨0.81%，道指涨0.2%。 CoreWeave涨超11%，获花旗上调评级至"买入"，予其目标价为160美元。 (格隆汇) ...