Meet Kevin 对 $MSFT 的判断变化

频道资料 →本频道有 4 位标注的说话人:Adam Jonas、Goldman Sachs、Mark Mahaney、Wells Fargo共 5 条
2026-09-28看跌
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MSFT 的现金少于应收款项,因而不得不依赖自由现金流,资本部署能力受限。

于是我想知道,微软占美国股市总市值的百分比是多少?我只问了萨提亚·纳德拉。萨提亚·纳德拉,纳德拉先生。你们公司的市值与美国股市总市值相比如何?各位,答案是4.1%,它约占标普500指数总市值的7%。

So I wondered, what percentage of the total US stock market does Microsoft make up ? I only asked Satya Nadella. Satya Nadella, Mr. Nadella. How is your company worth compared to the total US stock market ?

Guys, the answer is 4.1%, and it represents about 7% of the total S&P 500 index.

2026-09-28看跌
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若不依赖持续的自由现金流生成,Microsoft缺乏足够的即时流动性来覆盖其年度义务。

就像我们刚才说的,Microsoft 现在没有足够的钱来支付它的账单,这话说出来简直离谱。光是 Microsoft 一家就占了整个股市大约 4.2%,老兄。这太疯狂了。而且他们今年真的是现金用光了。

like we were saying, Microsoft doesn't have enough money to pay its bills right now, which is like wild to say. Microsoft alone makes up about 4.2% of the entire stock, dude. That's crazy.

And they're they're literally out of cash for the year.

Moody's 昨晚的报告显示,Amazon、Microsoft、Google、Oracle 以未来释放的形式存在高达 2.8 万亿的表外承诺,这个数字令人瞠目。相比 2023 年增长了八倍。

Moody's report last night indicated an eyepopping 2.8 trillion of offbalance sheet commitments uh for Amazon, Microsoft, Google, Oracle in the form of future releases. That's an eight-fold jump from 2023.

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