微软的Intelligent Cloud包括一大堆东西，不能简单拿来和AWS进行对比 Our Intelligent Cloud segment consists of our public, private, and hybrid server products and cloud services that can power modern business and developers. This segment primarily comprises: • Server products and cloud services, including Azure and other cloud services; SQL Server, Windows Server, Visual Studio, System Center, and related Client Access Licenses (“CALs”); and Nuance and GitHub. • Enterprise and partner services, including Enterprise Support Services, Industry Solutions, Nuance professional services, Microsoft Partner Network, and Learning Experience.
这个图表做得真漂亮
微软确实一枝独秀!
同惊讶
汗，我也没看懂
行业关系，amazon到底还是做零售的啊
这种图叫Sankeychart, 是一直很直观的flow chart
同感，头部主播的团队最多一两百人吧，一年下来利润惊人，放谁到了那个位置上不会牛哄哄的，也不难理解李会口出狂言了，就他个人来说已经赚了普通人几十辈子的钱，时也命也！
mark这个图
队友对MSFT很看好，只买MSFT和TQQQ，总体performance比我的好很多。
认真的吗？Warren 给微软那封29b IRS audit 信呢？
Our Intelligent Cloud segment consists of our public, private, and hybrid server products and cloud services that can power modern business and developers. This segment primarily comprises:
• Server products and cloud services, including Azure and other cloud services; SQL Server, Windows Server, Visual Studio, System Center, and related Client Access Licenses (“CALs”); and Nuance and GitHub. • Enterprise and partner services, including Enterprise Support Services, Industry Solutions, Nuance professional services, Microsoft Partner Network, and Learning Experience.
微软和女大都是很会pump自家股价的
微软给员工的工资比较低，不知道这个是不是也跟利润率高有一定的关系？
你小看了上下打点的钱了吧
这个图太棒了，不知道有没有哪个平台做所有股票的（大部分也可以）？希望能成标准化模式。
什么时候开始流行的，很漂亮
👇这个 twitter 博主的付费网站有
https://twitter.com/EconomyApp
mark Sankeychart
自己做也不难，有现成工具
https://www.highcharts.com/docs/chart-and-series-types/sankey-diagram
https://www.highcharts.com/demo/highcharts/sankey-diagram
需要的是有时间读财报
TQQQ怎么样了？
因为微软财年是6月结束，7-9算新财年
挣这么多还大规模裁员，只能说印度人真狠
狗家烙印比软家烙印差太远了，软家工程师的平均水平低于狗家，因为软家给钱少，但是软家蒸蒸日上，狗家呢？软家在steve ballmer手里都快完蛋了，剔牙上来力挽狂澜，赶上cloud和 AI 两次大潮，海赚。
看来只要老大牛，也不用给一般工程师开太多钱。
Azure 好像算的方式跟其他两家不太一样，体量好像是azure加狗云差不多等于aws
没有对比就没有伤害。要不你看看其它几家缴税的金额与比例? 微软属于避税避得最轻的那个。看看谷歌，交那么点税，大雷随时都会爆，几个财年下来，让谷歌一口气补交10个billion都不为奇。
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