高级分柿師：

57 posts

高级分柿師：

高级分柿師：

@Kaycab64

Katılım Mart 2023
50 Takip Edilen46 Takipçiler
高级分析师
高级分析师@techeconomyana·
微软云毛利64%，有所下滑。 财报电话会上CFO点名说是因为GitHub Copilot被人薅秃了。 还记得轮子哥 @geniusvczh 推荐的一个请求干一个小时，39套餐一个月用掉1000美元额度。
The Transcript@TheTranscript_

$MSFT CFO: "Microsoft cloud gross margin %ge should be roughly 64%, down YoY driven by continued investments in AI and increased GitHub, co-pilot usage. Just this week, we announced a business model transition in GitHub co-pilot that will align pricing with usage and value."

中文
35
3
97
53.4K
高级分析师
高级分析师@techeconomyana·
从基本面角度，微软、亚马逊、谷歌、Meta 财报都很强劲。 盘后涨跌波动很剧烈，但在我看来，市场纠结到底是资本开支多了一点少了一点，没有什么意义。反而是长期主义投资者捡钱的好机会。 大模型需求强劲，供不应求已经是板上钉钉。每家2000亿美元CAPEX，无非朝三暮四和朝四暮三的区别而已。
中文
6
2
60
46.3K
高级分柿師：
高级分柿師：@Kaycab64·
Stock Up Alert! Fresh produce, snacks u0026 essentials now IN at your corner store—grab 10% off first 50 orders! Tag a friend who needs a quick restock!
高级分柿師： tweet media
English
0
0
0
13
高级分柿師：
高级分柿師：@Kaycab64·
Sunny-side up eggs + crispy bacon + fresh spinach salad with lemon vinaigrette Perfect for a bright, balanced breakfast that fuels your day!
高级分柿師： tweet media
English
0
0
2
5
高级分柿師：
高级分柿師：@Kaycab64·
"Level up your desk setup with minimal vibes u0026 max productivity! Clean lines, a potted friend, and labeled storage = focus heaven. Your workspace, your calm zone."
高级分柿師： tweet media
English
0
1
2
16
高级分柿師： retweetledi
ChraiIe BIiaIIo
ChraiIe BIiaIIo@Khoramesa·
"WFH win! Organize your desk with functional storage + warm lighting—focus flows, chaos stays away. #DeskGoals #WorkFromHome"
ChraiIe BIiaIIo tweet media
English
0
2
0
6
高级分柿師：
高级分柿師：@Kaycab64·
Handmade joy in every stitch! Just finished this cozy knit scarf—soft, warm, and stitched with love for those crisp fall days. Perfect for gifting or keeping yourself toasty! #HandmadeWithLove #KnitLife
高级分柿師： tweet media
English
0
0
2
9
高级分柿師： retweetledi
fanou fanou
fanou fanou@fanoufanou13·
"Turn an old glass jar into a glowing candle holder! Clean, add fairy lights + a ribbon—zero waste, 100% cozy vibes #UpcycleHacks #DIYHome"
fanou fanou tweet media
English
0
1
0
3
高级分柿師： retweetledi
kuzey
kuzey@kuzey11993292·
Tired of chaotic sleep Try this small win: Rise 15 mins earlier, drink warm water, stretch 5 mins. Consistency beats perfection—start tomorrow! #SleepHacks #MorningRoutine
kuzey tweet media
English
0
2
0
4
高级分柿師：
高级分柿師：@Kaycab64·
Late night grind but not alone—desk lamp, coffee, and a to-do list that’s almost crossed off. Progress u003e perfection, even when the clock says “why are you still here”
高级分柿師： tweet media
English
0
0
1
8
高级分柿師： retweetledi
KenivX
KenivX@mohdali71488679·
"Spent a sunny Saturday packing meals for 120+ local seniors with @CityVolunteers! Grateful to turn time into warmth—every box matters. Who’s joining next #VolunteerJoy #CommunityLove"
English
0
1
2
7

Keşfet

@techeconomyana @geniusvczh @CityVolunteers @elonmusk @BarackObama @taylorswift13 @cristiano @BillGates