路透中文07-30 16:16
7月30日 - ** 软件和云计算巨头微软 MSFT.O 的股价在盘前交易中上涨近8%，至420.02美元
** 该公司周三表示，预计 (link) 将在刚刚开始的2027财年继续产生现金流，并在对数据中心租赁会计处理进行调整后，给出了低于华尔街预期的资本支出预测
** 巴克莱将目标价从545美元下调至512美元，维持“超配”评级，称该公司Azure业务表现更佳，Office业务增长终于有所改善，且其资本支出展望和自由现金流目标并未带来负面意外
** “鉴于其他主要竞争对手（在AI投资方面采取了不同的策略），我们预计市场将作出积极反应”——巴克莱
** 该公司是所谓“七大巨头”（Magnificent Seven）超大盘股中表现最差的之一，今年迄今股价下跌18%，落后于Alphabet等云计算竞争对手 GOOGL.O
** Azure在财年第四季度的营收增长43%，超过分析师预期的39.98%
** 据LSEG汇编的数据，63位分析师对该股的平均评级为“买入”；目标价中位数为550美元
** 截至前一交易日收盘，该股今年以来累计下跌近19%
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