02/01/2025, 05:05 AM UTC
微软：盈利超出预期，但AI支出和估值担忧拖累股价Microsoft: Earnings Beat Overshadowed By AI Spending And Valuation Concerns
1、微软2025年第二季度业绩超出预期，收入增长12%，每股收益增长10%，主要得益于云计算和AI业务的强劲表现。2、对于微软2025年800亿美元的资本支出计划，市场对其在AI领域建立可持续竞争优势的有效性表示担忧。3、估值过高，根据剩余收益模型，给予394美元的目标价，维持‘持有’评级。1. Microsoft's Q2 2025 results beat estimates with 12% revenue and 10% EPS growth YoY, driven by strong cloud and AI performance. 2. Concerns arise over Microsoft's $80 billion CAPEX plan for 2025, questioning its effectiveness in building a sustainable competitive advantage in AI. 3. Valuation appears stretched, with a target price of $394 assigned, maintaining a 'Hold' rating.---
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