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涨停工作室（牛来）
#微软财报这次我会盯住，Azure增长能不能跟上投入
微软将在北京时间10月29日凌晨5点半召开财报电话会。上季Azure增长43%，此前给本季的指引是按不变汇率增长约45%。我觉得只盯增速容易漏掉半张账单，还得把经营现金流、设备现金支出和云毛利率一起看。如果客户付费增长能逐步减轻扩张带来的资金压力，我会更认可这轮投入；收入和支出一起猛增时，我会继续算回报。
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Today’s market buzz
1#BTC fell below $75,000 before the US October CPI release
2#AI stocks pull back: UBS says position reset, Bank of England warns of crash risk
3#Trump says the possibility of a large-scale strike on Iran is low, oil prices plummet
