Re: [新聞] 微軟財報不如預期

財報這種東西真的很玄，
miss卻大漲， beat卻大跌，
說到頭就是玩不過華爾街，
我這次又是猜到頭但是沒猜到尾，
猜到這週財報全部都miss,
但是沒想到居然會大漲，
就是個沒賺錢命的韭菜，

明天早上又要拼手速買回來，
早知如此，禮拜五就直接TSLA轉MAG, QQQ轉TQQQ，
不需要多等一星期，
結果沒撿到便宜還要早上六點起床在電腦前等開盤拼手速，哭呀！

※ 引述《Severine (賽非茵)》之銘言：
: 原文標題：
: Microsoft Q4 Earnings Highlights: Revenue And EPS Miss, Cloud Revenue Grows: 28%, Xbox Segment Down And More
: 原文連結：https://news.futunn.com/hk/post/17745682
: 發布時間：2022/07/27 0430 GMT+8
: 記者署名：
: 原文內容：
: Leading technology company Microsoft Corporation (NASDAQ:MSFT) reported
: fourth quarter and full year financial results after market close Tuesday.
: Here are the key highlights.
: 領先的科技公司微軟公司納斯達克(Sequoia Capital：MSFT)週二收盤後公佈了第四季度: 和全年財務業績。以下是主要亮點。
: What Happened: Microsoft reported fourth quarter revenue of $51.9 billion, up: 12% year-over-year. The total missed a Street estimate of $52.47 billion
: according to data from Benzinga Pro.
: 發生的事情：微軟公佈第四季度營收為519億美元，同比增長12%。根據Benzinga Pro的數: 據，這一總額低於華爾街估計的524.7億美元。
: The company reported earnings per share of $2.23 in the fourth quarter,
: missing a Street estimate of $2.30.
: 該公司公佈第四季度每股收益為2.23美元，低於華爾街2.30美元的預期。
: Higher fluctuations in currencies and production shutdowns in China were
: cited as impacts on financial results for the quarter. A reduction in
: advertising spend also hurt results for LinkedIn and Search segments.
: 匯率波動加大和中國停產被認為是對本季度財務業績的影響。廣告支出的減少也損害了: LinkedIn和搜索部門的業績。
: The company scaled down its operations in Russia in the fourth quarter, which: resulted in $126 million in bad debt expense, asset impairments and severance.: 該公司在第四季度縮減了在俄羅斯的業務，導致1.26億美元的壞賬支出、資產減值和遣散: 費。
: Productivity and Business Processes segment revenue was $16.6 billion for the: fourth quarter, up 13% year-over-year. The segment was led by Office 365
: Commercial revenue up 15% year-over-year and LinkedIn revenue up 26%
: year-over-year. Dynamics 365 revenue was up 31% year-over-year.
: 第四季度生產力和業務流程部門的收入為166億美元，同比增長13%。這一細分市場的領頭: 羊是Office 365商業收入同比增長15%，領英收入同比增長26%。Dynamic 365的收入同比: 增長了31%。
: Intelligent Cloud segment revenue was $20.9 billion, up 20% year-over-year.: The segment was led by Azure and other cloud services, seeing revenue growth: of 40% year-over-year.
: 智能雲部門收入為209億美元，同比增長20%。這一細分市場由Azure和其他雲服務領跑，: 收入同比增長40%。
: More Personal Computing segment revenue was $14.4 billion in the fourth
: quarter, up 2% year-over-year. Windows OEM revenue was down 2% year-over-year: and Xbox revenue was down 6% year-over-year.
: Across all segments, Microsoft Cloud revenue was $25 billion, up 28%
: year-over-year.
: 第四季度，
: 個人計算部門的收入為144億美元，同比增長2%。
: Windows OEM收入同比下降2%，
: Xbox收入同比下降6%。
: 在所有細分市場中，微軟雲的收入為250億美元，同比增長28%。
: Microsoft reported revenue of $198.3 billion for the full fiscal year, up 18%: year-over-year.
: 微軟公佈的整個財年營收為1,983億美元，同比增長18%。
: Related Link: Is Microsoft Charged Up For A Move? How The Stock Looks Going: Into Q4 Earnings Print
: 相關鏈接：微軟此舉收費了嗎？該股如何進入第四季度財報打印
: What's Next: Microsoft will provide guidance on its earnings conference call.: 接下來是什麼：微軟將在財報電話會議上提供指引。
: "We see real opportunity to help every customer in every industry use digital: technology to overcome today's challenges and emerge stronger," Microsoft CEO: Satya Nadella said. "No company is better positioned than Microsoft to help: organizations deliver on their digital imperative – so they can do more with: less."
: “我們看到了真正的機會，幫助每個行業的每一個客户使用數字技術來克服當今的挑戰，: 變得更強大，”微軟首席執行官説。薩蒂亞·納德拉説。“沒有哪家公司能比微軟更好地: 幫助組織實現他們的數字化需求--這樣他們就能用更少的資源做更多的事情。”
: 心得/評論：
: Azure持續在增長 並沒有受到Google Cloud增長的影響
: Office也是在增長,綜合來看使用 SaaS/PaaS/IaaS 的用戶並沒有受到未來景氣看淡的影響.
: 可能是因為服務已經成為 end-user 和企業不可或缺的一部分了.
: XBOX的下滑似乎也在預期之中.
: 有趣的廣告業務也受到了影響.

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我沒有要進進出出呀！ 我只是單純年中的韭菜ETF的持股調整， TSLA轉MAG, QQQ轉TQQQ，就這樣而已

因為我被林志穎的車禍嚇到了， 剛好這禮拜MAG (MSFT, AAPL, GOOG)財報，想撿便宜