7月30日，微软盘中上涨11.59%，报447.56美元/股，成交额89.61亿美元。
消息面上，微软公布第四财季业绩，营收900亿美元，同比增长18%，超市场预期的876亿美元；净利润358亿美元，同比大增31%；调整后每股收益4.74美元，较预期高逾10%。核心亮点在于Azure云业务按固定汇率同比增长43%，显著高于预期的39.6%，全财年Azure收入首次突破千亿美元。公司预计下季度Azure增速将进一步加快至接近45%，商业剩余履约义务同比增84%至6780亿美元。
此外，微软第四财季资本支出410亿美元，低于市场预期，缓解了市场对AI烧钱的担忧。公司新增超1300亿美元数据中心租赁协议，Copilot收入环比增长超60%，付费用户突破3000万。多家投行上调目标价，富国银行上调至650美元，伯恩斯坦上调至647美元。
（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）
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