通俗易懂玩賺微軟 Q1財季財報

*財報季對衝策略參考，可點擊個股權利金專區，賣出精選高收益期權，賺取權利金收入！

2026年Q1財報預期：

F1Q26業績預計將超越市場普遍預期；
預測總收入爲754億美元，EPS爲3.65美元，略高於市場普遍預測的753億美元收入；
Azure的增長將達到30%區間高位，或將當前的高增長態勢維持到FY28財年；
微軟FY26財年的資本支出預測上調至約1270億美元，並預計FQ2的資本支出將達到330億美元；

如何評價微軟財報預期：

財報預期十分樂觀；
市場可能低估了微軟在AI基礎設施上的投入和決心；
預計財報波動±4.7%，浮動區間498～547。

交易策略：

業務強勁，沒有重大利空，股價不容易跌破區間，可以做空(即賣出)看跌期權。
財報前賣出看跌期權，財報披露當天開盤平倉。
持有正股可做空(即賣出)價外看漲期權獲得額外收益。

行權價到期日選擇參考：

備兌賣出看漲期權策略： $MSFT 20251031 555.0 CALL$ （勝率85%）
賣出看跌期權策略： $MSFT 20251031 495.0 PUT$ （勝率83%）

想要了解更多賣方機會，可點擊app最下方“行情”，選擇股票頁面裏的期權，點擊期權筆筆易篩選更多熱門賣方機會。

也可直接點擊跳轉：期權筆筆易

對微軟賣出策略更感興趣，可以在個股概覽頁面，下拉找到權利金專區，這裏有針對性賣出看跌期權和備兌看漲策略推薦。

直接點擊跳轉：權利金專區賣出精選高收益

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

Grover Abe
2025-10-27
Grover Abe
看涨思路很不错，但隐含波动太高，风险要注意
3607aac3
2025-10-25
3607aac3
1

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Q1財季財報","html":"<html><head></head><body><p>*財報季對衝策略參考，<a href=\"https://laohu8.com/J/premiumsHub?symbol=MSFT\" title=\"可點擊個股權利金專區，賣出精選高收益期權，賺取權利金收入！\" target=\"_blank\">可點擊個股權利金專區，賣出精選高收益期權，賺取權利金收入！</a></p><p><u>2026年Q1財報預期：</u></p><ul style=\"\"><li><p>F1Q26業績預計將超越市場普遍預期；</p></li><li><p>預測總收入爲754億美元，EPS爲3.65美元，略高於市場普遍預測的753億美元收入；</p></li><li><p>Azure的增長將達到30%區間高位，或將當前的高增長態勢維持到FY28財年；</p></li><li><p>微軟FY26財年的資本支出預測上調至約1270億美元，並預計FQ2的資本支出將達到330億美元；</p></li></ul><p><u>如何評價微軟財報預期：</u></p><ul style=\"\"><li><p>財報預期十分樂觀；</p></li><li><p>市場可能低估了微軟在AI基礎設施上的投入和決心；</p></li><li><p>預計財報波動±4.7%，浮動區間498～547。</p></li></ul><p><u>交易策略：</u></p><ul style=\"\"><li><p>業務強勁，沒有重大利空，股價不容易跌破區間，可以做空(即賣出)看跌期權。</p></li><li><p>財報前賣出看跌期權，財報披露當天開盤平倉。</p></li><li><p>持有正股可做空(即賣出)價外看漲期權獲得額外收益。</p></li></ul><p><u>行權價到期日選擇參考：</u></p><ul style=\"\"><li><p>備兌賣出看漲期權策略：  <a data-mention-id=\"MSFT 20251031 555.0 CALL\" class=\"teditor-mention\" data-mention-name=\"MSFT\" href=\"https://laohu8.com/OPT/MSFT%2020251031%20555.0%20CALL\">$MSFT 20251031 555.0 CALL$</a> （勝率85%）</p></li><li><p>賣出看跌期權策略： <a data-mention-id=\"MSFT 20251031 495.0 PUT\" class=\"teditor-mention\" data-mention-name=\"MSFT\" href=\"https://laohu8.com/OPT/MSFT%2020251031%20495.0%20PUT\">$MSFT 20251031 495.0 PUT$</a>  （勝率83%）</p></li></ul><hr><p>想要了解更多賣方機會，可點擊app最下方“行情”，選擇股票頁面裏的期權，點擊期權筆筆易篩選更多熱門賣方機會。</p><p>也可直接點擊跳轉：<a href=\"https://laohu8.com/J/strikeSave\" title=\"期權筆筆易\" target=\"_blank\" class=\"\">期權筆筆易</a></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ff44483c342b56592c0caa2df9e33250\" tg-width=\"2288\" tg-height=\"1526\"></p><p>對微軟賣出策略更感興趣，可以在個股概覽頁面，下拉找到權利金專區，這裏有針對性賣出看跌期權和備兌看漲策略推薦。</p><p style=\"text-align: start;\">直接點擊跳轉：<a href=\"https://laohu8.com/J/premiumsHub?symbol=MSFT\" title=\"權利金專區賣出精選高收益\" target=\"_blank\">權利金專區賣出精選高收益</a></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3d6793981751ef2a416b9dedae60f9fc\" tg-width=\"2276\" tg-height=\"1516\"></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/286a9bc6c0552c490a72fb6780ab6a34\" tg-width=\"2278\" tg-height=\"1512\"></p><p></p></body></html>","htmlText":"<html><head></head><body><p>*財報季對衝策略參考，<a href=\"https://laohu8.com/J/premiumsHub?symbol=MSFT\" title=\"可點擊個股權利金專區，賣出精選高收益期權，賺取權利金收入！\" target=\"_blank\">可點擊個股權利金專區，賣出精選高收益期權，賺取權利金收入！</a></p><p><u>2026年Q1財報預期：</u></p><ul style=\"\"><li><p>F1Q26業績預計將超越市場普遍預期；</p></li><li><p>預測總收入爲754億美元，EPS爲3.65美元，略高於市場普遍預測的753億美元收入；</p></li><li><p>Azure的增長將達到30%區間高位，或將當前的高增長態勢維持到FY28財年；</p></li><li><p>微軟FY26財年的資本支出預測上調至約1270億美元，並預計FQ2的資本支出將達到330億美元；</p></li></ul><p><u>如何評價微軟財報預期：</u></p><ul style=\"\"><li><p>財報預期十分樂觀；</p></li><li><p>市場可能低估了微軟在AI基礎設施上的投入和決心；</p></li><li><p>預計財報波動±4.7%，浮動區間498～547。</p></li></ul><p><u>交易策略：</u></p><ul style=\"\"><li><p>業務強勁，沒有重大利空，股價不容易跌破區間，可以做空(即賣出)看跌期權。</p></li><li><p>財報前賣出看跌期權，財報披露當天開盤平倉。</p></li><li><p>持有正股可做空(即賣出)價外看漲期權獲得額外收益。</p></li></ul><p><u>行權價到期日選擇參考：</u></p><ul style=\"\"><li><p>備兌賣出看漲期權策略：  <a data-mention-id=\"MSFT 20251031 555.0 CALL\" class=\"teditor-mention\" data-mention-name=\"MSFT\" href=\"https://laohu8.com/OPT/MSFT%2020251031%20555.0%20CALL\">$MSFT 20251031 555.0 CALL$</a> （勝率85%）</p></li><li><p>賣出看跌期權策略： <a data-mention-id=\"MSFT 20251031 495.0 PUT\" class=\"teditor-mention\" data-mention-name=\"MSFT\" href=\"https://laohu8.com/OPT/MSFT%2020251031%20495.0%20PUT\">$MSFT 20251031 495.0 PUT$</a>  （勝率83%）</p></li></ul><hr><p>想要了解更多賣方機會，可點擊app最下方“行情”，選擇股票頁面裏的期權，點擊期權筆筆易篩選更多熱門賣方機會。</p><p>也可直接點擊跳轉：<a href=\"https://laohu8.com/J/strikeSave\" title=\"期權筆筆易\" target=\"_blank\" class=\"\">期權筆筆易</a></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ff44483c342b56592c0caa2df9e33250\" tg-width=\"2288\" tg-height=\"1526\"></p><p>對微軟賣出策略更感興趣，可以在個股概覽頁面，下拉找到權利金專區，這裏有針對性賣出看跌期權和備兌看漲策略推薦。</p><p style=\"text-align: start;\">直接點擊跳轉：<a href=\"https://laohu8.com/J/premiumsHub?symbol=MSFT\" title=\"權利金專區賣出精選高收益\" target=\"_blank\">權利金專區賣出精選高收益</a></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3d6793981751ef2a416b9dedae60f9fc\" tg-width=\"2276\" tg-height=\"1516\"></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/286a9bc6c0552c490a72fb6780ab6a34\" tg-width=\"2278\" tg-height=\"1512\"></p><p></p></body></html>","text":"*財報季對衝策略參考，可點擊個股權利金專區，賣出精選高收益期權，賺取權利金收入！ 2026年Q1財報預期： F1Q26業績預計將超越市場普遍預期； 預測總收入爲754億美元，EPS爲3.65美元，略高於市場普遍預測的753億美元收入； Azure的增長將達到30%區間高位，或將當前的高增長態勢維持到FY28財年； 微軟FY26財年的資本支出預測上調至約1270億美元，並預計FQ2的資本支出將達到330億美元； 如何評價微軟財報預期： 財報預期十分樂觀； 市場可能低估了微軟在AI基礎設施上的投入和決心； 預計財報波動±4.7%，浮動區間498～547。 交易策略： 業務強勁，沒有重大利空，股價不容易跌破區間，可以做空(即賣出)看跌期權。 財報前賣出看跌期權，財報披露當天開盤平倉。 持有正股可做空(即賣出)價外看漲期權獲得額外收益。 行權價到期日選擇參考： 備兌賣出看漲期權策略： $MSFT 20251031 555.0 CALL$ （勝率85%） 賣出看跌期權策略： $MSFT 20251031 495.0 PUT$ （勝率83%） 想要了解更多賣方機會，可點擊app最下方“行情”，選擇股票頁面裏的期權，點擊期權筆筆易篩選更多熱門賣方機會。 也可直接點擊跳轉：期權筆筆易 對微軟賣出策略更感興趣，可以在個股概覽頁面，下拉找到權利金專區，這裏有針對性賣出看跌期權和備兌看漲策略推薦。 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