行情直击07-27
7月27日，微软盘中上涨3.14%，报393.69美元/股，成交额39.64亿美元。
消息面上，多重利好共振推动股价走强。一方面，美股云计算板块集体上扬，甲骨文涨超5%、ServiceNow涨近6%，微软作为板块核心标的受益于资金流入。另一方面，美国6月核心资本品订单环比增长0.9%，出货量大增1.9%，远超市场预期，进一步印证AI基础设施投资热潮的强劲势头。
此外，微软将于7月29日盘后发布财报，市场预期EPS为4.21美元，Azure云增速能否突破40%成为核心看点。在财报公布前，期权市场隐含波动幅度达6.4%，资金提前布局迹象明显。当前市场关注焦点在于单季超400亿美元资本支出与Azure增长之间的平衡。
（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）
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