Re: [新聞] 微軟財報不如預期

作者: waitrop (嘴砲無雙)   2022-07-27 09:30:26
財報這種東西真的很玄,
miss卻大漲, beat卻大跌,
說到頭就是玩不過華爾街,
我這次又是猜到頭但是沒猜到尾,
猜到這週財報全部都miss,
但是沒想到居然會大漲,
就是個沒賺錢命的韭菜,
明天早上又要拼手速買回來,
早知如此,禮拜五就直接TSLA轉MAG, QQQ轉TQQQ,
不需要多等一星期,
結果沒撿到便宜還要早上六點起床在電腦前等開盤拼手速,哭呀!
※ 引述《Severine (賽非茵)》之銘言:
: 原文標題:
: Microsoft Q4 Earnings Highlights: Revenue And EPS Miss, Cloud Revenue Grows
: 28%, Xbox Segment Down And More
: 原文連結:https://news.futunn.com/hk/post/17745682
: 發布時間:2022/07/27 0430 GMT+8
: 記者署名:
: 原文內容:
: Leading technology company Microsoft Corporation (NASDAQ:MSFT) reported
: fourth quarter and full year financial results after market close Tuesday.
: Here are the key highlights.
: 領先的科技公司微軟公司納斯達克(Sequoia Capital:MSFT)週二收盤後公佈了第四季度
: 和全年財務業績。以下是主要亮點。
: What Happened: Microsoft reported fourth quarter revenue of $51.9 billion, up
: 12% year-over-year. The total missed a Street estimate of $52.47 billion
: according to data from Benzinga Pro.
: 發生的事情:微軟公佈第四季度營收為519億美元,同比增長12%。根據Benzinga Pro的數
: 據,這一總額低於華爾街估計的524.7億美元。
: The company reported earnings per share of $2.23 in the fourth quarter,
: missing a Street estimate of $2.30.
: 該公司公佈第四季度每股收益為2.23美元,低於華爾街2.30美元的預期。
: Higher fluctuations in currencies and production shutdowns in China were
: cited as impacts on financial results for the quarter. A reduction in
: advertising spend also hurt results for LinkedIn and Search segments.
: 匯率波動加大和中國停產被認為是對本季度財務業績的影響。廣告支出的減少也損害了
: LinkedIn和搜索部門的業績。
: The company scaled down its operations in Russia in the fourth quarter, which
: resulted in $126 million in bad debt expense, asset impairments and severance.
: 該公司在第四季度縮減了在俄羅斯的業務,導致1.26億美元的壞賬支出、資產減值和遣散
: 費。
: Productivity and Business Processes segment revenue was $16.6 billion for the
: fourth quarter, up 13% year-over-year. The segment was led by Office 365
: Commercial revenue up 15% year-over-year and LinkedIn revenue up 26%
: year-over-year. Dynamics 365 revenue was up 31% year-over-year.
: 第四季度生產力和業務流程部門的收入為166億美元,同比增長13%。這一細分市場的領頭
: 羊是Office 365商業收入同比增長15%,領英收入同比增長26%。Dynamic 365的收入同比
: 增長了31%。
: Intelligent Cloud segment revenue was $20.9 billion, up 20% year-over-year.
: The segment was led by Azure and other cloud services, seeing revenue growth
: of 40% year-over-year.
: 智能雲部門收入為209億美元,同比增長20%。這一細分市場由Azure和其他雲服務領跑,
: 收入同比增長40%。
: More Personal Computing segment revenue was $14.4 billion in the fourth
: quarter, up 2% year-over-year. Windows OEM revenue was down 2% year-over-year
: and Xbox revenue was down 6% year-over-year.
: Across all segments, Microsoft Cloud revenue was $25 billion, up 28%
: year-over-year.
: 第四季度,
: 個人計算部門的收入為144億美元,同比增長2%。
: Windows OEM收入同比下降2%,
: Xbox收入同比下降6%。
: 在所有細分市場中,微軟雲的收入為250億美元,同比增長28%。
: Microsoft reported revenue of $198.3 billion for the full fiscal year, up 18%
: year-over-year.
: 微軟公佈的整個財年營收為1,983億美元,同比增長18%。
: Related Link: Is Microsoft Charged Up For A Move? How The Stock Looks Going
: Into Q4 Earnings Print
: 相關鏈接:微軟此舉收費了嗎?該股如何進入第四季度財報打印
: What's Next: Microsoft will provide guidance on its earnings conference call.
: 接下來是什麼:微軟將在財報電話會議上提供指引。
: "We see real opportunity to help every customer in every industry use digital
: technology to overcome today's challenges and emerge stronger," Microsoft CEO
: Satya Nadella said. "No company is better positioned than Microsoft to help
: organizations deliver on their digital imperative – so they can do more with
: less."
: “我們看到了真正的機會,幫助每個行業的每一個客户使用數字技術來克服當今的挑戰,
: 變得更強大,”微軟首席執行官説。薩蒂亞·納德拉説。“沒有哪家公司能比微軟更好地
: 幫助組織實現他們的數字化需求
作者: Shepherd1987 (夜之彼方)   2022-07-27 09:50:00
GG展望從688到現在都沒變過, 還越開越好. 錢是華爾街的, 他說話.
作者: sturmpionier (sturmpionier)   2022-07-27 09:56:00
你這樣好韭
作者: charliebitme (查理咬我)   2022-07-27 10:13:00
你追回來趕快跟我們講 準備跑
作者: minazukimaya (水無月真夜)   2022-07-27 10:57:00
股市是交易未來的預期 不是交易財報的預期聽起來都叫預期 但是差很大的財報beat or miss預期 和未來預期轉好或轉壞 雖然有關聯性 但並不是絕對的 短線上有很多因子的影響力超過財報的數字 而且財報預期只是統計一堆sell side分析師的意見平均而已 光sample就有很大問題
作者: CrazyCharlie (青檸檬)   2022-07-27 11:26:00
TSLA只要一天又漲10%你就又會改變想法了
作者: perfects1988 (LoserChan)   2022-07-27 13:07:00
你會有一種被大戶狙擊的感覺...

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