這應該是近段時間以來，我見過的最凶險的財報季了。眼下降息預期已經嚴重收緊，甚至到了加息具有不確定性的階段；整體納指估值偏高，而財報的業績預期卻頻頻暴雷。asml 不說了，台積電調低了行業預期，奈飛二季度付費客戶增長不及預期且明年不會公布會員數了。重要的是目前納指的估值依然較高，而且基本建立在成長預期下。下週四$微軟.US 財報的當季數據意外性不會很大，關鍵是看釋放出什麼預期信息，特別是 azure 和 copilot 的預期。
Microsoft StockPro
Long-term Value InvestorThe copyright of this article belongs to the original author/organization.
The views expressed herein are solely those of the author and do not reflect the stance of the platform. The content is intended for investment reference purposes only and shall not be considered as investment advice. Please contact us if you have any questions or suggestions regarding the content services provided by the platform.
Like