金吾财讯 | 花旗发表研报指，微软(MSFT)将公布截至今年3月底止第三财季业绩，在关税引发的宏观不确定性背景下，预测Azure上季按年增长将减慢至31%，处于指引下限，展望未来Azure业务亦存在再次放缓的风险。花旗将微软第三财季收入、毛利、每股盈利预测分别下调2.4%、3.2%及4.2%。基于对环球经济整体放缓的看法，花旗亦将微软2026财年三大主要业务的预测平均下调约3个百分点，目前预测全年收入将按年增长12%，对比市场普遍预期增幅为13.5%，全年每股盈利预测预期达到14.71美元，亦较市场预期低出近1%。不过考虑到微软表现较其他大型市值公司优胜，相信在是更具防守性的投资选择，维持“买入”评级，目标价由原先497美元下调至480美元。
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