Can Microsoft's AI, Cloud Power Overcome Spending Worries, Drive MSFT Stock Higher?
Can Microsoft's AI, Cloud Power Overcome Spending Worries, Drive MSFT Stock Higher?
The stock might continue its streak as the charts remain bullish.As Microsoft Corp. (NASDAQ:MSFT) prepares to release its first quarter earnings on Oct. 30, the tech giant's AI and cloud services will be in the spotlight. Analysts estimate earnings per share at $3.09 and revenue of $64.48 billion.
隨着微軟公司（納斯達克: MSFT）準備在10月30日發佈其第一季度收益報告，這家科技巨頭的人工智能和雲服務將成爲焦點。分析師預計每股收益爲3.09美元，營業收入爲644.8億。
Microsoft stock is up 24.67% over the past year, 14.52% YTD. Investors will be keen to see if Microsoft's focus on AI and cloud can offset growing concerns over its high capital expenditures (CapEx).
微軟股票過去一年上漲了24.67%，年初至今上漲了14.52%。投資者將密切關注微軟對人工智能和雲的關注是否能抵消對其高資本支出（CapEx）日益增長的擔憂。
Can Q1 Earnings Drive Microsoft's Stock Higher?
第一季度收益能推動微軟股價上漲嗎？
As first quarter earnings approach, Microsoft's ability to turn its CapEx investments into tangible growth will be scrutinized. While Azure's rapid expansion continues, Microsoft's management will need to address how these investments in AI and cloud are paying off, especially in the face of economic uncertainty and potential regulatory scrutiny.
隨着第一季度收益的臨近，微軟將其資本支出投資轉化爲可觀增長的能力將受到嚴格審查。儘管Azure的快速擴張持續，微軟管理層將需要解決這些投資在人工智能和雲方面如何取得回報，特別是在經濟不確定性和潛在監管審查面前。
Microsoft Stock Chart Shows Bullish Momentum
微軟股票走勢圖顯示看好的態勢
The stock might continue its streak as the charts remain bullish.
股票可能會延續其漲勢，因爲圖表仍然看好。
Chart created using Benzinga Pro
使用Benzinga Pro創建的圖表
Microsoft stock at $424.73 is trading above the eight-day, 20-day and 50-day exponential moving averages, signaling ongoing buying pressure.
微軟股價爲424.73美元，正在高於八天、20天和50天的指數移動平均線，表明持續的買盤壓力。
The Moving Average Convergence Divergence (MACD) indicator sits at 0.17, suggesting a continued upward trend. However, with an RSI of 55.05 and rising, Microsoft stock could soon be approaching overbought territory, which could signal potential near-term volatility.
移動平均線收斂背離（MACD）指標爲0.17，表明持續上漲趨勢。然而，隨着RSI達到55.05並持續上升，微軟股票可能很快接近超買區域，這可能預示着近期潛在的波動性。
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Betting Big On AI, Cloud Amid CapEx Concerns
在賭注人工智能和雲端未來時，投資人們擔憂資本支出問題
In the fourth quarter, Microsoft's Intelligent Cloud business posted a 19% revenue increase, driven by Azure's 29% growth, with AI services playing a crucial role. As the company ramps up investments in data centers and AI infrastructure to meet demand, investors are questioning whether these hefty CapEx expenses will deliver returns soon enough to sustain Microsoft's stock momentum.
在第四季度，微軟的智能雲業務營業收入增長19%，由Azure 29%的增長推動，人工智能服務起着至關重要的作用。隨着公司加大在數據中心和人工智能基礎設施的投資以滿足需求，投資者開始質疑這些龐大的資本支出是否能夠很快帶來回報，從而維持微軟股票的勢頭。
Microsoft's bet on AI is substantial — management projects a $3.50 return for every $1 invested in AI. With generative AI revenues expected to surge from $5.3 billion in 2024 to $35 billion by 2027, the company is positioning itself as a leader in the AI-driven cloud market.
微軟在人工智能上的投注是巨大的 — 管理層預測，每投資1美元，可獲得3.50美元的回報。隨着生成式人工智能營收預計從2024年的53億美元增長到2027年的350億美元，該公司正在將自己定位爲人工智能驅動雲市場的領導者。
However, the timeline for these returns remains a key question for analysts, especially with concerns over macroeconomic headwinds and fierce competition from Amazon Web Services (AWS) and Google Cloud.
然而，這些回報的時間表仍然是分析師們關注的關鍵問題，尤其在宏觀經濟面臨阻力和來自亞馬遜網絡服務（AWS）和Google Cloud 的激烈競爭的情況下。
What To Watch For
值得關注的要點
While Microsoft's AI and cloud focus offers long-term growth potential, investors will be closely watching the first quarter earnings for signs of near-term profitability and ROI on its significant CapEx investments.
儘管微軟的人工智能和雲重點業務具有長期增長潛力，投資者將密切關注第一季度的盈利表現，以了解短期盈利能力和對重大CapEx投資的回報率。
With Microsoft stock is trading at bullish technical levels, any further acceleration in cloud or AI growth could push the stock higher, though CapEx concerns may continue to weigh on sentiment.
隨着微軟股票正在處於看好的技術水平交易，雲或人工智能增長的進一步加速可能推動股價走高，儘管CapEx擔憂可能繼續影響市場情緒。
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Photo: Shutterstock
Photo: shutterstock
譯文內容由第三人軟體翻譯。
