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Mag7 里除了 Tesla，其余的科技巨头这季度都交出超级亮眼的成绩单，令人惊叹。像 Apple、Microsoft、Amazon、Google、Meta、Nvidia，这些被称为“科技大象”的公司，居然还能维持双位数的业务增长，真的非常强势，堪称“老当益壮，越跑越快”。
不是成长股变稳健股，而是稳健股继续当成长股 📈
微软（$MSFT）表示其下一季度 Azure（智能云平台）在固定汇率下将增长 37%，尽管公司指出目前仍受到产能限制。
此外，微软也宣布将资本支出（Capex）提升至300 亿美元，相比本季度的 242 亿美元有所增加，显示其在 AI 和云基础设施上的持续加码
$MSFT | Microsoft Q4 Earnings Highlights
🔹 Revenue: $76.44B (Est. $73.89B) 🟢; UP +18% YoY
🔹 EPS: $3.65 (Est. $3.37) 🟢; UP +24% YoY
🔹 Intelligent Cloud Revenue: $29.88B (Est. $29.1B) 🟢; UP +26% YoY
🔹 Azure & Other Cloud Services: +39% YoY (Est. +34.2%) 🟢
CEO Commentary – Satya Nadella
🔸 “Cloud and AI is the driving force of business transformation across every industry and sector.”
🔸 “Azure surpassed $75B in annual revenue, up 34%, driven by growth across all workloads.”
CFO Commentary – Amy Hood
🔸 “We closed out the fiscal year with a strong quarter, highlighted by Microsoft Cloud revenue reaching $46.7 billion, up 27% YoY.”
$META EARNINGS
• Sales $47.5B vs Est. $44.8B
• EPS $7.14 vs Est. $5.90
Q3 Guidance
• Sales $49.0B vs Est. $46.3B
Meta shares jump on big revenue forecast, small capex raise | Reuters
https://www.reuters.com/business/media-telecom/meta-shares-jump-on-big-revenue-forecast-small-capex-raise-2025-07-30/
"Microsoft’s Azure cloud revenue surges as AI spending pays off"
https://www.investing.com/news/stock-market-news/microsofttops-quarterly-revenue-estimates-on-strong-azure-demand-4161045
"Fed leaves rates unchanged despite Trump’s pressure, with two governors dissenting"
https://www.investing.com/news/economy-news/fed-to-hold-rates-steady-despite-trumps-push-for-big-cuts-4159258
Thailand-U.S. trade talks should be concluded before August 1, minister says | Reuters
https://www.reuters.com/world/asia-pacific/thailand-us-trade-talks-should-be-concluded-before-august-1-minister-says-2025-07-29/
泰国财政部长披猜预计与美国的贸易协议将于周三最终敲定。泰国已于周二对美方提议作出回应。泰国边境冲突并未影响与华盛顿的贸易谈判。泰国预计泰柬停火后美国将提出 “非常有利” 的贸易协议。
