$Microsoft(MSFT)$ 🔺🅱🆄🅻🅻🅸🆂🅷🔺
$MSFT Refer to the chart image. It needs to hold the purple support below. It should push out as shown AFTER the election on remember, remember the 5th of November. ‼️🚨 EOM breakdown risk, if the price doesn't hold these levels!
🗞️📰🚨 🆂🅾🆄🆁🅲🅴: 🅶🆄🆁🆄
Recent insights from analyst Ming-Chi Kuo reveal that Microsoft (MSFT, Financial) is currently the largest global customer for Nvidia's Blackwell GB200 chips. Orders from Microsoft in the fourth quarter are projected to surge three to four times, surpassing the combined total orders of all other cloud service providers.
Microsoft's demand for the GB200 chipset has significantly increased, with the fourth quarter seeing a notable rise. Suppliers of key components for the GB200 are gearing up for large-scale production and shipment in the fourth quarter of 2024, ensuring Microsoft receives priority over other cloud service providers. The revenue recognition by component suppliers is expected to occur ahead of assembly vendors due to advanced shipments regardless of the latter's assembly capacity.
Nvidia's Blackwell chip capacity expansion is set to start in early Q4 2024, with anticipated shipments between 150,000 and 200,000 units. A significant growth of 200% to 250% in shipments is expected in Q1 2025, reaching between 500,000 to 550,000 units.
Microsoft is aggressively pursuing GB200 procurement. In addition to planned test orders in Q4 2024, Microsoft is set to secure custom GB200 NVL72 units before the reference design enters mass production in mid-Q2 2025. The order volume for Microsoft in Q4 2024 has jumped from the initial 300-500 racks to approximately 1,400-1,500 racks, with 70% being the NVL72 model. Subsequent orders will focus mainly on the NVL72.
Even as assembly supplier Foxconn's capacity remains uncertain, Microsoft has negotiated with key component suppliers to expand production capacity in Q4 2024 to 1.5 to 2 times the original capacity, preparing for anticipated demand.
According to investigations on assembly suppliers Foxconn and Quanta, Microsoft's GB200 orders currently exceed the total of other cloud service providers. Microsoft plans to prioritize deployment in cooler climate data centers, such as those in Washington, USA, Quebec, Canada, and Helsinki, Finland, to mitigate potential impacts from insufficient cooling system optimization time.
Other cloud service providers like Amazon have placed smaller orders for Q4 2024, with 300-400 rack orders for GB200 NVL36, and Meta focusing on Ariel architecture instead of Bianca, indicating Microsoft's current commanding demand for GB200 chips compared to its peers.
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微软(MSFT)库存分析：
商业和工业：微软是一家跨国技术公司，开发、制造、许可、支持和销售计算机软件、消费电子产品、个人电脑和相关服务。该公司通过三个部门运营：生产力和业务流程、智能云和更多个人计算。微软是科技行业的领导者，随着全球数字化转型的加速，预计将继续增长。
最新财报及预测：微软近日公布了2024年第四季度财报。该公司当季EPS（每股收益）为2.96美元，毛利率为69.59%，净利率为34.04%。该季度股本回报率（ROE）为33.80%，投资回报率（ROI）为19.24%。展望未来，分析师预测微软下一财年（2025FY）EPS为13.07美元，预计总收入为2789.6亿美元，EBIT（息税前利润）为1226.4亿美元。盈利预测表明该公司具有积极的增长前景。
近期走势：微软目前股价为418.16美元。支撑位417.68美元，阻力位418.88美元。平均费用为418.52美元。该股资金有进有出，5日资金净流量为-112884.53千股。按1日计算，总流入10.4亿美元，总流出1.0759亿美元。
分析师观点：分析师对微软给出了推荐，20人推荐该股，34人给予买入评级，4人建议持有。至于目标价，有46位分析师给出了预估。平均目标价为495.97美元，最低预估为440.00美元，最高预估为600.00美元。分析师的建议和目标价表明该股前景乐观。
最新消息：分析师郭明錤最近的见解显示，微软已成为英伟达Blackwell GB200芯片的最大全球客户。微软第四季度的订单预计将激增三到四倍，超过所有其他云服务提供商的订单总和。微软对GB200芯片组的需求大幅增加，供应商正在为第四季度的生产和出货做准备，以优先考虑微软的订单。这一消息表明微软在云服务领域具有强劲的增长潜力。
请注意，上述分析基于现有信息和历史数据，不应被视为投资建议。投资股市涉及风险，投资者在作出任何投资决定前应自行研究分析。
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