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如渔的水
10月28日盘后，微软和谷歌母公司同一晚交财报，结果走了两条路。微软营收923亿美元，同比增长19%，高于市场预期；Azure涨48%，微软云639亿美元，同比增长30%。谷歌母公司这边，目前只有转述数字：第三季度营收1275.77亿美元，同比增长25%，云收入307.09亿美元，同比增长103%，每股摊薄收益2.12美元，低于上年同期的2.87美元，自由现金流仍为负。报道称，微软盘后一度涨超6%，谷歌母公司一度跌超10%。同一晚能对照的，还是云收入、资本开支和自由现金流这三张表。
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