巨硬出来了

[Yellen]

2.93 / 2.78 62B / 61.1B

[maajia]

好还是坏？

[fuqiang]

beat and down.

[trieste]

msft还不错。狗狗崩了。

[labi]

msft还不错。狗狗崩了。

为啥，我看这两个财报差不多吧，好像都是稍微beat。

[trieste]

为啥，我看这两个财报差不多吧，好像都是稍微beat。

目测是因为Goog ads revenue missed.

Yahoo Finance
Alphabet misses expectations on ad revenue, sending stock lower

Here are some of Alphabet’s most significant metrics compared to what Wall Street was expecting in the company’s fiscal fourth quarter, according to data from Bloomberg:

Revenue, excluding traffic acquisition costs: $72.32 billion vs. $70.97 billion expected ($63.12 billion in Q4 2022)

Adjusted earnings per share: $1.64 vs. $1.59 expected ($1.05 in Q4 2022)

Cloud revenue: $9.19 billion vs. $8.95 billion expected ($7.32 billion in Q4 2022)

Ad revenue: $65.5 billion vs. $65.8 billion expected ($59.04 billion in Q4 2022)

[fuqiang]

巨硬财报全方位进步，只是估值过高。股价估计震荡不大，跌下来可以买进，长期看好。超过苹果稳了。
分析师看到：azure, ai都不错。

狗狗：分析师没有看到ai，虽然财报不错，但是不吸引眼球，估值虽然不贵，但是没什么搞头。不过还是会跑赢大盘。

[trieste]

巨硬财报全方位进步，只是估值过高。股价估计震荡不大，跌下来可以买进，长期看好。超过苹果稳了。
分析师看到：azure, ai都不错。

狗狗：分析师没有看到ai，虽然财报不错，但是不吸引眼球，估值虽然不贵，但是没什么搞头。不过还是会跑赢大盘。

有道理

[tfusion]

狗狗好像跌得比较多

[OTTA]

MM真神奇，msft居然回来了。