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]

Core Insights - Microsoft's stock price rose by 6% in after-hours trading following the announcement of better-than-expected revenue [1] Group 1 - The company reported revenue that exceeded market expectations, contributing to the increase in stock price [1]

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。 ...

Core Insights - Microsoft reported fourth-quarter revenue of $76.44 billion, exceeding analyst expectations of $73.89 billion [1] - The Intelligent Cloud segment generated revenue of $29.88 billion, surpassing the forecast of $29.1 billion [1]

Market Overview - US stock index futures are all up before the market opens, with Dow futures rising by 0.08%, S&P 500 futures up by 0.20%, and Nasdaq futures increasing by 0.28% [1] - European indices show mixed results, with Germany's DAX up by 0.20%, UK's FTSE 100 down by 0.25%, France's CAC40 up by 0.37%, and the Euro Stoxx 50 up by 0.21% [2][3] - WTI crude oil prices increased by 0.10% to $69.28 per barrel, while Brent crude oil rose by 0.07% to $71.73 per barrel [3][4] Economic Data - The ADP employment report for July showed an increase of 104,000 jobs, exceeding market expectations of 75,000, marking the largest increase since March [5] - The Federal Reserve is expected to maintain a hawkish stance during its upcoming meeting, with Jerome Powell's speech being closely monitored for hints of potential rate cuts in September [5] Cryptocurrency Policy - The White House is set to release the first cryptocurrency policy report since the Trump administration, which will outline the government's stance on key issues affecting the digital asset industry [6][7] Company Earnings and Forecasts - Microsoft is expected to report a 13.88% year-over-year revenue increase to $73.71 billion for Q4, driven by strong demand in cloud computing and AI infrastructure [9] - Meta is anticipated to report Q2 revenue of $44.55 billion, a 14% increase year-over-year, but faces scrutiny over maintaining a 40% profit margin amid significant AI investments [10] - United Microelectronics Corporation (UMC) reported Q2 revenue of $2.01 billion, a 14.9% year-over-year increase, but fell short of market expectations [11] - Visa's Q3 revenue reached a record $10.2 billion, a 14% increase year-over-year, with adjusted EPS of $2.98, exceeding analyst expectations [11] - Starbucks reported Q3 revenue of $9.456 billion, a 3.8% year-over-year increase, but same-store sales declined by 2% [12] - UBS reported Q2 net profit of $2.4 billion, surpassing market expectations, with strong inflows in its wealth management division [13] - Rio Tinto's half-year profit fell to $4.81 billion, the lowest in five years, due to declining iron ore prices amid oversupply concerns [14] - GlaxoSmithKline (GSK) reported better-than-expected profits for Q2, driven by strong sales of its shingles vaccine and other key products [15] - Booking Holdings reported Q2 revenue of $6.8 billion, a 16% year-over-year increase, but provided a cautious outlook for Q3 [16] - New Oriental reported a net profit of $372 million for the fiscal year, a 20.1% increase year-over-year [17] Upcoming Economic Events - Key economic data releases include the ADP employment change, Q2 GDP initial estimate, and pending home sales index [18][19][20] - The Federal Reserve's FOMC meeting and interest rate decision are scheduled, along with a press conference by Jerome Powell [22]

Market Overview - US stock index futures are all up, with Dow futures rising by 0.08%, S&P 500 futures by 0.20%, and Nasdaq futures by 0.28% [1] - European indices show mixed results, with Germany's DAX up 0.20%, UK's FTSE 100 down 0.25%, France's CAC40 up 0.37%, and the Euro Stoxx 50 up 0.21% [2][3] Commodity Prices - WTI crude oil increased by 0.10% to $69.28 per barrel, while Brent crude oil rose by 0.07% to $71.73 per barrel [3][4] Employment Data - The US ADP employment report for July shows an increase of 104,000 jobs, exceeding the expected increase of 75,000, marking the largest gain since March [5] Federal Reserve Outlook - The Federal Reserve is expected to maintain a hawkish stance and keep interest rates unchanged during its upcoming meeting, with Jerome Powell's speech being closely monitored for hints of future rate cuts [5] Cryptocurrency Policy - The White House is set to release its first cryptocurrency policy report since the Trump administration, focusing on regulatory frameworks for digital assets [6] Stock Performance and Earnings - Microsoft is expected to report a 13.88% year-over-year revenue increase to $73.71 billion for Q4, driven by strong demand in cloud computing and AI infrastructure [8] - Meta is anticipated to report Q2 revenue of $44.55 billion, a 14% increase, but faces scrutiny over maintaining a 40% profit margin amid significant AI investments [9] - United Microelectronics Corporation (UMC) reported Q2 revenue of $2.01 billion, a 14.9% year-over-year increase, but fell short of market expectations [10] - Visa's Q3 revenue reached a record $10.2 billion, a 14% increase, with adjusted EPS of $2.98, exceeding analyst expectations [10] - Starbucks reported Q3 revenue growth of 3.8% to $9.456 billion, but same-store sales declined by 2% [11] - UBS reported Q2 net profit of $2.4 billion, surpassing expectations, with a strong performance in its wealth management division [12] - Rio Tinto's half-year profit fell to $4.81 billion, the lowest in five years, due to declining iron ore prices [13] - GlaxoSmithKline's Q2 adjusted EPS rose to 46.5 pence, exceeding analyst estimates, driven by strong vaccine sales [14] - Booking Holdings reported Q2 revenue growth of 16% to $6.8 billion, but provided a cautious outlook for Q3 [15] - New Oriental reported a 20.1% increase in net profit to $372 million for the fiscal year [16]

1. 美国三大股指期货齐涨，纳指期货涨0.15%，标普500指数期货涨0.11%，道指期货涨0.06%。 2. 欧股主要指数涨跌不一，德国DAX指数涨0.19%，英国富时100指数跌0.29%，法国CAC指数涨 0.37%，欧洲斯托克50指数涨0.22%。 3. 美国总统特朗普表示，8月1日就是关税谈判最后期限，绝不延期。 4. "美联储传声筒"：本周可能会有两位理事持反对意见，为30多年来所未见。 20:30 美国第二季度实际GDP年化季率初值/美国第二季度实际个人消费支出季率初值/美国第二季度核 心PCE物价指数年化季率初值 22:00 美国6月成屋签约销售指数月率 (格隆汇) （原标题：美股盘前要点 | 7月"小非农"就业数据超预期！Meta、微软将于盘后放榜） 5. 美国7月ADP就业人数增加10.4万人，增幅为3月以来最大，预估为增加7.5万人，前值为减少3.3万 人。 18. 旅游网站Booking Q2营收同比增长16%至68亿美元，调整后每股盈利55.4美元，均超预期。 美股时段值得关注的事件： 6. 美国共和党2025年预算案为谷歌、苹果、Alphabet、迪士尼和波音等提供税收优惠。 7. ...

IT之家 7 月 30 日消息，《商业内幕》今日披露了一份最后更新日期为今年 5 月的微软薪酬指南，其中 有一项例外条款：在竞争激烈的情况下，招聘人员可以为特别优秀的候选人寻求批准更高的薪酬。 目前大公司正为争夺人工智能人才展开激烈的竞争，一些公司为工程师和研究人员提供了惊人的薪酬待 遇。OpenAI 的首席执行官奥尔特曼透露，Meta 正为工程师提供高达 1 亿美元（IT之家注：现汇率约合 7.18 亿元人民币）的签约奖金。据报道，Meta 还从苹果挖走了一位顶级人工智能工程师，薪酬总额超 过 2 亿美元。 微软设有标志着员工的资历职位级别系统。57 到 59 级通常是入门级工程师，63 级起为高级工程师，65 级为首席工程师。更高级别的职位较为稀缺。合伙人级别从 68 级开始，杰出工程师则为 70 级。 57级 58 级 59 级 60 级 "主要"薪资范围：110200 至 165200 美元 "高"薪资范围：95800 至 124600 美元 "主要"薪资范围：83000 至 108000 美元 入职股票奖励：5000 至 13000 美元 年股票奖励："根据职业阶段" 签约奖金：0 至 9000 美 ...