Microsoft wins back Jim Cramer's support after a surprisingly good quarter Jim Cramer has had a change of heart about Microsoft following Wednesday evening's earnings report.
源站原文 ↗Microsoft wins back Jim Cramer's support after a surprisingly good quarter Jim Cramer has had a change of heart about Microsoft following Wednesday evening's earnings report.
源站原文 ↗在周三晚间发布财报后,吉姆·克莱默对微软的看法发生了改变。微软本季度的表现令人惊喜,克莱默因此重新支持微软。
微软财报后股价大涨逾17%至近458美元,因Azure收入增长43%且无意增加AI支出。Cramer改变看法,称Copilot付费席位超3000万,重申500美元目标价。公司维持2026年资本支出预期,与Meta因上调指引下跌近9%形成对比。但股价今年仍跌5.4%。
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