微软在第四财季财报中公布其云业务增长好于预期，并表示在人工智能基础设施上的支出创历史新高。 微软周三在财报中表示，备受关注的Azure云计算部门在第四财季的销售额增长了39%；公司还表示， 在截至6月30日的一年中，云计算部门的销售额增长了34%，达到超750亿美元，这是微软首次披露 Azure的收入数据。财报公布后，微软在美股盘后大涨约7%。近年来，微软已在其产品中部署了人工智 能工具，包括由ChatGPT制造商OpenAI提供支持的工具，押注于对话型聊天机器人和更强大的自动化技 术将推动其生产力软件和云服务的销售增长。 ...

微软美股盘后涨幅扩大至将近7.86%，报553.57美元。 若7月31日美股开盘保持这样的状态，将和英伟达共同跻身4万亿美元市值"俱乐部"。 ...

Core Insights - Microsoft (MSFT.O) reported a strong finish to the fiscal year, with cloud revenue reaching $46.7 billion, representing a growth of 27% [1] Group 1: Financial Performance - The fiscal year ended on a strong note for Microsoft, highlighting robust financial results [1] - Cloud revenue for Microsoft was $46.7 billion, showcasing significant growth [1] - The growth rate of 27% indicates a strong demand for Microsoft's cloud services [1]

Core Viewpoint - Amazon's stock rose by 3.3% in after-hours trading following the earnings reports released by Microsoft and Meta [1] Group 1 - Amazon's stock performance indicates positive market sentiment influenced by the earnings results of major tech companies [1]

Core Insights - Microsoft Azure's revenue for the current fiscal year exceeded $75 billion, representing a growth of 34% [1] Group 1 - Microsoft Azure has achieved significant revenue growth, indicating strong demand for cloud services [1]

Core Viewpoint - Meta and Microsoft reported strong earnings, leading to an increase in Nasdaq futures by 0.85% after the US stock market closed [1] Company Summaries - Meta's financial performance contributed positively to market sentiment, reflecting robust growth and investor confidence [1] - Microsoft's earnings also exceeded expectations, further boosting the overall market outlook and investor enthusiasm [1] Industry Impact - The strong earnings reports from major tech companies like Meta and Microsoft have a significant impact on the technology sector, indicating resilience and potential for continued growth [1] - The positive market reaction, as evidenced by the rise in Nasdaq futures, suggests a favorable environment for tech stocks moving forward [1]

微软(MSFT.O)股价在超预期的营收公布后在美股盘后上涨6%。 ...

微软第四财季营收764.4亿美元，分析师预期738.9亿美元。 第四财季智能云营收298.8亿美元，分析师预期291亿美元。 第四财季Azure和其他云营收（剔除汇率因素）增长39%，分析师预期增长34.2%。 微软美股盘后涨7%。 ...

微软(MSFT.O)2025财年Q4营收764.4亿美元，上年同期647亿美元，市场预期738.07亿美元。 ...

风险提示及免责条款 市场有风险，投资需谨慎。本文不构成个人投资建议，也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑本文中的任何 意见、观点或结论是否符合其特定状况。据此投资，责任自负。 微软第四财季营收764.4亿美元，分析师预期738.9亿美元。 第四财季智能云营收298.8亿美元，预期291 亿美元。 ...