港股詳情

本頁面由Tiger Fintech (Singapore) Pte. Ltd.提供服務

微軟-T

1,600.000

0.000

成交量：- -

成交額：- -

市值：11.89萬億

市盈率：17.36

高：1,600.000

開：1,600.000

低：1,600.000

收：1,600.000

52周最高：1,600.000

52周最低：1,593.541

股本：74.33億

香港流通股本：74.33億

量比：- -

換手率：- -

股息：18.09

股息率：1.13%

每股收益(LYR):92.167

淨資產收益率：35.60%

總資產收益率：14.59%

市淨率：5.32

市盈率(LYR):17.36

市銷率: 6.02

資料載入中...

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AI相关收入的拉动效果可能也有所走弱。不过，虽然前瞻指标看起来非常强劲，但也是主要归功于OpenAI和Azure签订的大额承诺合同。虽然前瞻指标包含一定来自OpenAI的“水分”，但新签订单和未履约余额增长都相当强劲的增长也是客观事实。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025103013430794e4e805&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025103013430794e4e805&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["BK1117","04338"],"gpt_icon":0},{"id":"2579164416","title":"AI燒錢太猛！「AI基建霸主」微軟瘋狂加碼，投資OpenAI已獲10倍回報","url":"https://stock-news.laohu8.com/highlight/detail?id=2579164416","media":"格隆汇","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2579164416?lang=zh_tw&edition=fundamental","pubTime":"2025-10-30 10:21","pubTimestamp":1761790867,"startTime":"0","endTime":"0","summary":"从全球“软件巨头”变身“AI基建霸主”，微软当下正疯狂押注AI。不过目前公司对OpenAI的投资已获得了大约10 倍的回报。微软表示，公司承诺对OpenAI的总投资已达130亿美元。目前，微软持有的OpenAI股份价值约1350亿美元，按转换后的稀释基础计算，约占该公司股份的 27%。据市场近日传闻，OpenAI可能于2027年启动IPO。最近，微软又与OpenAI签订了最新的合作协议，同时宣布OpenAI 已签约购买价值2500亿美元的Azure服务。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202510301103199749807d&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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年至今已承诺向 OpenAI 投资 130 亿美元，实际注资达 1160 亿美元。在 OpenAI 完成资本重组后，其非营利实体 OpenAI 基金会持有营利业务 26% 的股权，微软持股比例约 27%，投资估值达 1350 亿美元。双方协议要求 OpenAI 额外购买价值 2500 亿美元的 Azure 云服务。当季微软 Azure 云服务收入同比增长 40%，成核心增长引擎。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251030095231974967a5&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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07:45","pubTimestamp":1761781558,"startTime":"0","endTime":"0","summary":"微软表示，公司承诺对OpenAI的总投资已达130亿美元。该投资对微软第一财季的利润影响为30.86亿美元。股价表现：微软第一财季营收和调整后每股收益均超出分析师一致预期的，但股价仍在盘后交易中下跌逾3%。截至周三收盘，微软股价下跌0.52美元，报收于541.55美元，跌幅为0.10%。截至发稿，微软股价在盘后交易中下跌17.84美元至523.71美元，跌幅为3.30%。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025103007505597493b57&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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40%，生产力与业务流程部门营收为 330 亿美元，同比增加 17%。个人计算部门营收 138 亿美元，同比增长 4%。微软对 OpenAI 的投资对财报产生了影响，本季度录得 31 亿美元亏损，使 GAAP 净利润与每股收益分别减少 31 亿美元和 0.41 美元。整体来看，微软在 2026 财年实现了一个出色的开局。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025103007400797493849&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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806 亿美元之间。他指出，Azure本季度增长速度与上一季度持平，很可能是受数据中心容量限制所致。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251030072818974934aa&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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22:01","pubTimestamp":1761746460,"startTime":"0","endTime":"0","summary":"拥有2万亿美元的挪威主权财富基金，是世界上最大的主权财富基金。周三，受股市强劲上涨和人工智能乐观情绪的推动，该基金第三季度的回报率为5.8%。该公司当季股权投资回报率为7.7%，固定收益投资回报率为1.4%。Grande在周三接受采访时表示，亚太地区也是该投资组合在此期间的关键地区。挪威主权财富基金周三表示，该基金的回报率比基准指数低0.06%。美国股票占挪威主权财富基金股票投资的近40%。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251029224240a47c1088&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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Vision新增文本輸入功能","url":"https://stock-news.laohu8.com/highlight/detail?id=2579945017","media":"DoNews","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2579945017?lang=zh_tw&edition=fundamental","pubTime":"2025-10-29 10:23","pubTimestamp":1761704583,"startTime":"0","endTime":"0","summary":"据科技媒体Windows Report报道，微软近日邀请Windows Insider项目成员测试新版Copilot应用，其核心功能Copilot Vision首次实现文本交互支持。此前该工具仅支持语音操作，在办公静默场景中存在局限。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251029102810a6d3d44b&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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07:42","pubTimestamp":1761694920,"startTime":"0","endTime":"0","summary":"通过与微软达成新协议，OpenAI完成了备受争议的营利性重组，OpenAI首席执行官山姆·奥尔特曼在当地时间10月28日宣布重组完成的直播中披露，公司计划大幅扩张基础设施投入规模，最终目标是每年在基础设施上投入1万亿美元。奥尔特曼坦言，这意味着OpenAI最终需要实现数千亿美元的年收入。OpenAI去年12月对外公布了拟进行架构重组的消息，此举旨在更好地吸引外部投资。OpenAI基金会计划首期投入250亿美元，用于推动健康领域突破和AI安全性相关技术研究。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251029074334a6d38b8b&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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布局加速，微软与OpenAI 深入合作美东时间10 月28 日周二，NVIDIA CEO 黄仁勋在GTC 大会发表演讲，会上展示的Rubin GPU 已完成实验室测试，预计在 2026 年第三或第四季度进入量产阶段，时间大致与现有的Blackwell Ultra“GB300”Superchip 平台全面量产相当或更早。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025102920380797488a2a&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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19:22","pubTimestamp":1761564163,"startTime":"0","endTime":"0","summary":"“七巨头”中的剩下两家公司特斯拉和英伟达，前者上周发布了喜忧参半的财报，后者的业绩则要到美东时间11月19日出炉。“因此，本季度财报季至关重要，尤其是那些在AI领域投入巨资、并推动整体市场上涨的科技巨头们。”五大科技巨头的财报将集中在两天密集发布，微软、谷歌和Meta将于美股周三盘后公布季报，随后苹果和亚马逊将在周四盘后披露业绩。年初至今，Meta股价已上涨逾25%。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251027194126a47796be&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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Wilson表示，目前全球GPU供不应求之余，相关基建设施亦出现瓶颈，故不太担心美国整体AI股份存在泡沫。他解释，美国过去20年对半导体的投资极少，造成半导体供应不足的局面，加上AI基建需时多年才可落成，意味着未来几年有关增长势头仍能持续。相对于大型科技公司，Wilson更关注中小型科技股。不过，Wilson提醒投资者，由于中小科企未达到一定规模，部分公司盈利仍处于未成熟阶段，市盈率会相对较高。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025102709441394def6fd&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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Chanos)接受《彭博电视》访问时警告，信贷和股市经历16年牛市后，情况相当极端，并把人工智能资本支出热潮比作1990年代科网股泡沫，指人工智能类似互联网在90年代科技领域的主导地位，是目前金融周期的替代理念。查诺斯对人工智能基建巨大资本支出感到担忧，指有关支出远超互联网时代供应商融资规模的约1,000亿美元。他点名英伟达(NVDA.US)及微软(MSFT.US)等大型科技公司，正似乎愿不惜一切将实际设备从资产负债表中移除，通过创新融资安排实现。他认为有关企业担心设备折旧和相关会计处理，以及他们不想直接记录在资产负债表上的巨大资本需求。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251023104815a46f9cd4&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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