Post
Yuvi.
$MSFT，市场会继续为AI投入买单，还是开始追问回报？公司安排在10月28日收盘后公布业绩，投资者会关注云增长、AI产品使用与资本开支的平衡。若收入和利润率能证明投入形成闭环，估值有支撑；若投入上升但变现滞后，我会下调对AI溢价的判断。
Disclaimer: OKX Orbit content is provided for informational purposes only. Learn more
Replies
No comments yet. Be the first to reply!
Trending crypto
BTC/USDTBitcoin
$73,670.8+0.01%
ETH/USDTEthereum
$2,051.86+0.01%
SOL/USDTSolana
$83.2+0.01%
Today’s market buzz
1#USCPIAboveExpectations
2#SP500StrongRebound
3#USIranNewPeaceProposal
