曼波

喜欢动漫

[曼波 @Tim980922]

@MSX_CN 这波要是能传到互联网和芯片，行情才活

[麦通MSX @MSX_CN]

2026.07.27-07.31｜MSX 美股周报 🔎

😳 10年期美债收益率逼近4.75%，
纳指怎么还能周涨1.6%？

Azure 增长 43%，AWS 增长 37%。
利率压得这么高，
云业务偏偏还在猛涨。

📅 本周， $AMD.M 、 $ANET.M 、 $SNDK.M 财报接连出炉，
周五还有美国 7 月非农。

👀 这股涨势，
能不能从云端传到芯片、网络和存储？

📌 完整周报已放评论区。

#AI

[MSX @msxcom]

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[曼波 @Tim980922]

@msxcom Can't understand it but totally blown away

[MSX @msxcom]

With the 10-year near 4.75%, a 1.6% weekly Nasdaq gain was hardly obvious.

Azure grew 43%; AWS revenue rose 37%.

Can cloud momentum reach chips, networks and storage? $AMD.M , $ANET.M and $SNDK.M report this week. July payrolls arrive Friday.

Full report in the reply.

#AI

[曼波 @Tim980922]

臭狗！！！！！！！

[Bruce J @BTCBruce1]

牛市第三段开始了
奇点牛市

[曼波 @Tim980922]

七月31，正式开启我的实习之旅

[曼波 @Tim980922]

@BTCBruce1 抵扣是上线就能用还是后面再开

[Bruce J @BTCBruce1]

等到凌晨两点，还有一个小时开盘
现在告诉我要发延期公告？😂
说实话我自己都想骂几句

不过还是决定把真实情况告诉大家
而不是硬着头皮上线

我们还需要一点时间
把部分生态功能和交易体验的联调处理好
感谢大家长期以来的等待
也谢谢大家的理解🙏实在抱歉

[曼波 @Tim980922]

@msxcom Stay calm when the market's up, stay confident when it's down. Emotions are the biggest enemy of investing; rationality is your greatest advantage

[MSX @msxcom]

Microsoft closed FY26 on a high note.

Revenue, adjusted EPS, and sales across all three business segments beat expectations. $MSFT.M jumped more than 8% after hours.

Azure was the standout: Microsoft expects its revenue to grow about 45% in constant currency next quarter, well above the 41.4% consensus.

#AI

[曼波 @Tim980922]

@MSX_CN 剔除汇率影响，含金量挺高的，微软后市值得期待

[麦通MSX @MSX_CN]

📊 $MSFT.M 的财报数据来了~

🔥 营收、调整后 EPS、三大业务收入全线超预期，
盘后涨超 8%！

☁️ 最亮眼的还是 Azure：
下季固定汇率增速指引达到 45%，高于市场预期的 41.4%。

✨ 这一次，微软给出的答案让人眼前一亮，
也让下一季更值得期待~

#AI

[曼波 @Tim980922]

周四

[麦通MSX @MSX_CN]

🧳 行李箱太火，库存已经被拿空了😂

感谢大家喜欢，我们已经在联系厂家补货了~

📉 最近的行情让人揪心，
但短期价格里可能有情绪的过度表达。长期逻辑，还是要看企业做成了什么、产业走到了哪里。只要基本面没有变，一切坚守就都是值得的。

💚 其实除了行李箱，MSX 还有不少精品周边。也希望麦通能陪大家守住信仰、穿越牛熊。

#MSX

[曼波 @Tim980922]

路上可爱小猫🐱

[曼波 @Tim980922]

打工人的下午茶

[曼波 @Tim980922]

你好丑啊