$MSFT · Schwab Network · 2026-10-28
微软是一只强劲、高质量的大盘软件股，正采取正确举措：裁员6万人以在资本开支上升（这是真正的挑战）之际保持费用平衡；它不会像部分芯片股那样大幅波动，而近期显著上涨之后，即将公布的财报是检验。
逐段跳播
我们来谈谈Microsoft。它在你的名单上。它即将迎来一次考验。我们将关注这些市值巨大的科技巨头公布的数字，也就是它们的利润。Microsoft近期经历了大幅上涨。它今年下半年的表现比年初时更好。
Let's talk about Microsoft. It's on your list. She is about to take a test. We will listen to the figures released by the technology giants with huge market capitalization, i.e., their profits.
Microsoft has recently experienced a significant rise. She is having a better second half of the year than she did at the beginning.
说到Microsoft，看看它们现在在做什么，比如它们向6万名员工提供了离职补偿方案，让他们离开公司。这告诉我们，它们在着眼未来，以及如何在预算和开支上保持平衡，因为这将是一个挑战。
你不可能把资本支出提高到其中一些公司那样的水平，同时让基础设施方面的开支保持不变。所以，这告诉我们，它们正在采取一些正确的举措。
Well, Microsoft, when you look at what they're doing now, for example, they offered 60,000 employees a severance package to leave the company. This tells us that they are looking to the future and how they will maintain a balance in their budget and expenses because that will be a challenge.
You cannot increase your capital expenditure to the level that some of these companies have done and keep your infrastructure the same in terms of expenses. So, this tells us that they are taking some of the right steps.
而且你看，这是市场上的一家大公司。你不会看到某些芯片股那样的巨大波动，但它是一家实力强劲、高质量的软件公司，市值很大。
And look, that's a big name in the market. You won't get the big moves you'd find in some chip stocks, but it's a strong, high-quality software name with a large market value.
观察点
这个频道对 $MSFT 的历次判断
Schwab Network 在这只股票上共 27 条判断，这里只列相邻的几条。