异动解读11-01
10月30日,微软公布了2025财年第一季度业绩。财报数据显示,该季度微软营收655.85亿美元,同比增长16%;净利润246.67亿美元,同比增长11%;均超过分析师预期。其中,微软智能云业务表现亮眼,营收同比增长20%,其中Azure云计算平台和其他云服务收入同比增长33%,贡献了12个百分点的增长。
然而,尽管本季度业绩向好,但微软对下一季度Azure云业务增长预期令人失望,成为打压其股价暴跌的主因。微软预计,由于数据中心产能限制等因素,下一季度Azure云收入增速将放缓至31%-32%,低于市场预期的32%-33%。
财报公布后,微软盘后股价一度大跌超过4%。分析人士表示,微软在人工智能领域的大规模投资可能会加剧现金流压力,并在未来对利润率产生较大拖累。本季度微软的资本支出同比增长78.6%至200亿美元,创历史新高。微软首席财务官Amy Hood表示,鉴于云计算和人工智能需求信号,微软预计资本支出将进一步增加。
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