美股詳情

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2倍做多MSFT ETF-Direxion

26.38

-1.2500-4.52%

盤後：26.520.1400+0.53%19:59 EST

成交量：363.47萬

成交額：9,647.08萬

市值：6.24億

市盈率：- -

高：26.93

開：26.05

低：25.98

收：27.63

52周最高：61.16

52周最低：24.98

股本：2,365.00萬

流通股本：2,365.00萬

量比：0.96

換手率：15.37%

股息：3.38

股息率：12.81%

淨資產收益率：--

總資產收益率：--

市淨率：--

市盈率(LYR):- -

資料載入中...

總覽公司新聞資訊公告

微軟正考慮推出一款搭載人工智能的新軟件套裝

Amdocs與微軟攜手推進企業AI驅動應用現代化進程

微軟Xbox換帥未來何去何從？

中国经营网

消息人士稱，布魯克菲爾德新成立的人工智能部門 Radiant 與英國初創公司合併後估值達 13 億美元

再次為AI信仰充值! OpenAI狂攬1100億美元 AI燒錢軍備競賽停不下來

微軟跌2.62% 股價跌破400美元大關

OpenAI首席執行官阿爾特曼向員工透露：正探討與道瓊斯達成協議，尋求AI模型涉足機密環境部署的可能性

OpenAI首席執行官阿爾特曼向員工透露：公司正推進一項有望化解Anthropic與五角大樓僵局的協議

OpenAI首席執行官評Anthropic與五角大樓爭端：個人認為五角大樓不應以《國防生產法》威脅企業——CNBC專訪

OpenAI和微軟聯合聲明：知識產權合作關係保持不變

微軟盤前下跌 2.4%，Alphabet 和亞馬遜股價亦下滑

美股盤前三大指數小幅上漲，微軟 (MSFT) 漲 1.23%

Wartsila 首席執行官期待特朗普推動數據中心發展帶來提振

微軟宣佈6月30日起終止3D Viewer支持

新聞摘要-英國商業 - 2 月 27 日

散户又「梭哈」？華爾街恐慌拋售，散户卻瘋狂抄底

微軟發布Agility SDK 1.619，支持着色器模型6.9與DXR 1.2

大科技「燒錢」還能持續多久？

美投investing

微軟和愛立信將企業級5G筆記本電腦管理功能引入Windows 11系統

通信世界网

五角大樓與谷歌、OpenAI展開談判試圖爭取Anthropic拒絕的合作條款

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未來何去何從？","url":"https://stock-news.laohu8.com/highlight/detail?id=2614886179","media":"中国经营网","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2614886179?lang=zh_tw&edition=fundamental","pubTime":"2026-02-28 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Radiant 與英國初創公司合併後估值達 13 億美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2614869050","media":"路透中文","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2614869050?lang=zh_tw&edition=fundamental","pubTime":"2026-02-28 03:02","pubTimestamp":1772218936,"startTime":"0","endTime":"0","summary":"消息人士称，布鲁克菲尔德新成立的人工智能部门 Radiant 与英国初创公司合并后估值达 13 亿美元消息人士称，与 Ori 合并后 Radiant 的估值为 13 亿美元消息人士称，Ori 交易前的所有投资者都将资产转入 RadiantRadiant 旨在解决人工智能供需失衡问题Sam Tabahriti. 路透伦敦2月27日 - 据三位知情人士透露和路透看到的一份文件显示，布鲁克菲尔德资产管理公司的BAM.N新人工智能基础设施公司Radiant在与伦敦云计算公司Ori Industries合并后，估值已达13亿美元。布鲁克菲尔德和奥拉拒绝发表评论。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20260227:nL4T3ZN1VH:1","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU0545562505.USD","LU0345774631.USD","LU0642271901.SGD","LU0345768153.USD","MSFL","LU1280957306.USD","LU1935042991.SGD","LU2106854487.HKD","LU2168564495.EUR","IE00B4YYXB79.USD","LU0175139822.USD","LU0310800379.SGD","LU1242518857.USD","LU2505996681.GBP","LU1923622291.USD","LU0795875169.SGD","LU2125154935.USD","SG9999004303.SGD","HK0000914660.USD","LU0061474705.USD","LU1571399168.USD","LU0211327993.USD","LU1674673428.USD","BK4598","LU1732800096.USD","LU1868837136.USD","IE0004086264.USD","IE00BK4W5M84.HKD","MSFO","LU2249611893.SGD","LU2471134879.HKD","LU2041044095.USD","IE00BKDWB100.SGD","IE00BMPRXN33.USD","LU0234570918.USD","LU0107464264.USD","LU0080751232.USD","MSFU","LU0203201768.USD","LU1069344957.HKD","SG9999002232.USD","IE00BD6J9T35.USD","LU1935043023.USD","LU1697837992.HKD","LU0708995401.HKD","LU2168564065.EUR","BK4573","IE00BKPKM429.USD","LU1989764664.SGD","LU0029864427.USD","NVIW.SI","LU0477156797.USD","BK4504","IE00B19Z8W00.USD","LU0553294199.USD","NVDY","SG9999001077.SGD","IE00B4JS1V06.HKD","IE00BFSS7M15.SGD","LU2381873111.SGD","BK4581","LU2433249047.HKD","GOOW","LU0052756011.USD","IE00B7SZLL34.SGD","LU0965509010.AUD","LU2430703251.USD","BK4550","LU2271345857.HKD","LU1235295455.SGD","LU1670710661.SGD","BAM","IE00BYQQ9H92.USD","LU0158827781.USD","LU1989772840.SGD","LU0820561818.USD","LU2095319765.USD","LU2361045086.USD","LU2092937148.SGD","LU1066051811.HKD","IE000W1ABFV2.USD","LU1334329650.SGD","LU1181866309.USD","LU0056508442.USD","LU0162691827.USD","LU2360107168.USD","LU2430703178.SGD","LU2463028550.USD","LU0310800965.SGD","LU0672654240.SGD","LU0476273544.USD","LU0208291251.USD","LU2210150020.SGD","LU0203347892.USD","LU0323240290.USD","LU2213496289.HKD","LU0949170426.SGD","BK4533","LU0689472784.USD","LU1815336760.USD","LU0210528500.USD","LU1043141396.HKD","LU2063271972.USD","LU2506951958.HKD","LU2756315664.SGD","LU0289960550.SGD","LU0444973449.USD","LU2250418816.HKD","LU2125909247.SGD","NVDW","LU1235294995.USD","LU2083900584.USD","SG9999014542.SGD","LU2210149790.SGD","LU2272731865.HKD","LU2290526834.HKD","LU0757359368.USD","IE00BJJMRX11.SGD","LU0081259029.USD","LU1923622614.USD","LU1718418525.SGD","LU2023250504.SGD","LU0786609619.USD","LU0528227936.USD","LU1861220033.SGD","LU2361044865.SGD","BK4532","IE00B3S45H60.SGD","LU2458330243.SGD","NVD","IE00B19Z8X17.USD","LU0511384066.AUD","LU2756315318.SGD","LU1548497426.USD","LU0251131958.USD","LU1623119135.USD","BK4525","DIPS","IE00B5949003.HKD","LU0124676726.USD","LU0648000940.SGD","LU2028103732.USD","LU2471134952.CNY","LU0943347566.SGD","NVDS","LU1894683348.USD","LU2242649171.HKD","LU0823434740.USD","LU0823414551.USD","LU0965508806.USD","BK4574","LU0472753341.HKD","IE00B3M56506.USD","SGXZ31699556.SGD","LU2471134796.USD","LU2322448791.USD","LU2487616109.SGD","LU0345769631.USD","LU1188199696.SGD","LU0784385170.HKD","SG9999014880.SGD","BEZ","NVDX","LU0466842654.USD","LU2237443622.USD","LU1861127337.USD","BK4543","LU1803068623.USD","LU1228905037.USD","LU2430703095.HKD","MSFW","LU0494093205.USD","MSFD","IE0009G5SDU7.USD","IE00BDCRKT87.USD","LU0234572021.USD","LU0289739343.SGD","IE0003U64NQ7.SGD","LU2097829019.USD","BK4077","LU2357125470.USD","BK4608","BEX","BK4549","LU0323239441.USD","LU2286300806.USD","LU1721428933.USD","LU1429558221.USD","LU0353189680.USD","SG9999014898.SGD","LU1791710400.SGD","NVDU","LU0211331839.USD","LU2552382058.USD","LU1032955483.USD","GGLL","LU0061474960.USD","LU1366333091.USD","IE0002270589.USD","LU2361044949.HKD","IE0034235303.USD","LU0976567544.SGD","LU2413666699.HKD","LU0784383803.USD","LU1037948541.HKD","IE00B7KXQ091.USD","3NVD.UK","LU2491049909.HKD","LU2098885051.SGD","LU2746668461.USD","BK4588","LU0006306889.USD","LU0251142724.SGD","IE0004091025.USD","LU2125909593.SGD","LU0894485498.HKD","LU2294711713.HKD","LU1935043536.SGD","LU0061475181.USD","LU1778281490.HKD","LU0965509101.SGD","LU2237443978.SGD","LU1582986433.USD","LU0251132253.USD","IE00BQXX3C00.GBP","IE00BJLML261.HKD","LU2413666426.HKD","BK4585","IE00B775H168.HKD","LU1201861165.SGD","IE0009356076.USD","IE00BK4W5L77.USD","LU1121112475.USD","LU0154236417.USD","LU0792757196.USD","LU2023250843.SGD","LU1815333072.USD","LU1821325948.USD","BK4534","LU0211328371.USD","LU1301847155.USD","LU0949170772.SGD","LU2764263039.SGD","IE00BMPRXQ63.HKD","LU0345770308.USD","LU0426412945.USD","LU1303367103.USD","LU1720051017.SGD","NVDB","LU1804176565.USD","LU1852331112.SGD","LU2491050154.USD","LU2461242641.AUD","LU0097036916.USD","BK4602","LU0109392836.USD","BK4541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股價跌破400美元大關","url":"https://stock-news.laohu8.com/highlight/detail?id=2614854090","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2614854090?lang=zh_tw&edition=fundamental","pubTime":"2026-02-27 22:31","pubTimestamp":1772202676,"startTime":"0","endTime":"0","summary":"北京时间2026年02月27日22时31分，微软股票出现波动，股价急速跳水2.62%。截至发稿，该股报391.19美元/股，成交量261.043万股，换手率0.04%，振幅0.46%。最近的财报数据显示，该股实现营业收入812.73亿美元，净利润384.58亿美元，每股收益5.18美元，毛利552.95亿美元，市盈率24.48倍。机构评级方面，在所有60家参与评级的机构中，92%的券商给予买入建议，8%的券商给予持有建议，无券商给予卖出建议。微软股票所在的软件服务行业中，整体跌幅为2.26%。","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=nesSN20260227223117a437c004&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, 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22:18","pubTimestamp":1772201932,"startTime":"0","endTime":"0","summary":"据知情人士透露，OpenAI首席执行官萨姆·阿尔特曼近日在内部会议上向员工表示，公司正在积极协商一项关键合作协议。该协议若达成，或将有效缓解人工智能研究机构Anthropic与美国国防部之间的长期对峙局面。阿尔特曼在会议中强调，此次商洽旨在构建多方共赢的协作框架，既保障前沿技术研发的自主性，又兼顾国家安全层面的合规要求。目前相关细节仍在磋商中，但已有迹象表明各方在数据权限划分和算法透明度等关键议题上取得阶段性进展。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU0256863811.USD","LU1732799900.SGD","LU0289941410.SGD","LU2750360641.GBP","BK4581","LU2111349929.HKD","SG9999014542.SGD","LU2023250330.USD","LU0061474705.USD","LU0345769631.USD","SG9999014880.SGD","LU2023251221.USD","LU2491049909.HKD","IE00BMPRXQ63.HKD","LU0345768740.USD","MSFU","LU1670628061.USD","SG9999015986.USD","IE0004445015.USD","IE0003U64NQ7.SGD","LU0210533765.USD","LU1923622614.USD","LU2362541513.USD","LU2403377893.USD","LU0965509101.SGD","LU2491050071.SGD","LU0289961442.SGD","LU2461242641.AUD","BK4598","LU2420271590.USD","IE000W1ABFV2.USD","LU2746668974.SGD","LU1989772840.SGD","LU1670711123.USD","LU0788109477.HKD","LU1934455863.HKD","LU0342679015.USD","LU0823417653.USD","LU2552382058.USD","LU1670627923.USD","IE00BDRTCR15.USD","LU2213496289.HKD","LU1506573853.SGD","LU2602419157.SGD","LU0289960550.SGD","BK4554","LU0234570918.USD","LU2298321311.HKD","LU0354030438.USD","LU2452424414.USD","LU0861579265.USD","LU2860962120.EUR","LU1037948897.HKD","LU0210536198.USD","LU0511384066.AUD","LU1564329115.USD","LU1732800096.USD","LU2125154935.USD","MSFY","LU0724617625.USD","LU0072462426.USD","SGXZ23171101.USD","IE00BYQQ9H92.USD","LU0312595415.SGD","SG9999014575.USD","LU1564329461.SGD","BK4567","LU1861127337.USD","LU2092627202.USD","LU0077335932.USD","LU0187121727.USD","LU0345769128.USD","LU0127658192.USD","LU2458330243.SGD","SG9999000418.SGD","LU2065171311.SGD","LU1988902786.USD","SG9999002232.USD","IE00B7KXQ091.USD","IE00B3SWFQ91.USD","BK4585","LU0823417737.USD","LU1974910355.USD","BK4543","LU2028103732.USD","LU2125154778.USD","IE000YTNTUN2.SGD","LU0276348264.USD","SG9999017495.SGD","LU0323239441.USD","LU2463028550.USD","LU1935042991.SGD","LU0353189680.USD","LU0048584097.USD","LU0889566641.SGD","LU1934455194.USD","LU2242650005.HKD","LU0545562505.USD","LU0198837287.USD","LU1043141123.HKD","IE0004445239.USD","LU1718418525.SGD","LU0784383803.USD","SG9999014567.USD","IE00BWXC8680.SGD","LU1244550494.USD","LU2065170008.USD","IE00BKPKM429.USD","IE00BLSP4452.SGD","LU1032955483.USD","LU2506952097.USD","IE00BJTD4N35.SGD","LU1623119135.USD","LU0157215616.USD","IE00BQXX3C00.GBP","LU0689472784.USD","LU2471134796.USD","IE000KEQY171.SGD","LU0792757196.USD","GB00B4QBRK32.GBP","LU2168563687.JPY","LU1778281490.HKD","LU0787776722.HKD","LU1244550221.USD","LU0466842654.USD","IE00BJJMRX11.SGD","LU2095319765.USD","LU1815333072.USD","LU2750360997.AUD","SGXZ99366536.SGD","LU1429558221.USD","LU0757359368.USD","LU1585245621.USD","LU0154236417.USD","BK4504","SG9999015978.USD","IE00BK4W5M84.HKD","LU1301847155.USD","IE0009G5SDU7.USD","LU2211815571.USD","IE00B775H168.HKD","LU1803068979.SGD","LU0107464264.USD","LU0314106906.USD","LU0082616367.USD","IE00B5TLWC47.USD","LU0289739343.SGD","LU1951198990.SGD","LU1564329628.SGD","LU0820561818.USD","LU0345768153.USD","LU1035775433.USD","LU1582986433.USD","LU2271345857.HKD","LU0965508806.USD","IE00BQXX3D17.EUR","IE00B1XK9C88.USD","SG9999001424.SGD","LU0690374615.EUR","LU1232071149.USD","LU1221951046.USD","LU0795875086.SGD","LU0029864427.USD","LU2089283258.USD","LU2168564495.EUR","LU0096364046.USD","BK4527","LU0640476718.USD","LU0053666078.USD","LU2720916845.USD","LU0302445910.USD","LU1267930730.SGD","LU0158827781.USD","LU0795875169.SGD","LU0323240290.USD","LU0964807845.USD","LU1868836757.USD","LU1430594728.SGD","LU2404859667.USD","LU0175139822.USD","LU0820562030.AUD","LU2430703178.SGD","LU0950375773.USD","LU1069347547.HKD","LU1435385759.SGD","IE00BZ1G4Q59.USD","LU1571399168.USD","LU0871640123.AUD","LU1280957306.USD","LU0070217475.USD","LU0203202063.USD","LU1316542783.SGD","LU0345770308.USD","LU2237438978.USD","LU1059921491.USD","LU1323610961.USD","LU1582986359.USD","LU2360106780.USD","LU2756315318.SGD","LU1983260115.SGD","IE00B5949003.HKD","BK4532","LU1121112475.USD","LU2456880835.USD","LU0965509283.SGD","LU2125909247.SGD","LU1868837300.USD","MSFW","LU0444971666.USD","LU0661504455.SGD","LU1551013342.USD","LU1037948541.HKD","LU1244550577.SGD","LU2097344357.USD","LU0158827948.USD","LU1670711040.USD","IE00BLSP4239.USD","SG9999014559.SGD","LU2054465674.USD","IE00BK4W5L77.USD","LU0072461881.USD","LU0390134368.USD","LU0943347566.SGD","LU2168564065.EUR","LU2237957811.SGD","LU0823434740.USD","IE00B4JS1V06.HKD","BK4097","LU1334329650.SGD","LU0211327993.USD","LU0345774631.USD","LU1084165304.USD","LU1043141396.HKD","LU0345770993.USD","LU16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21:53","pubTimestamp":1772200394,"startTime":"0","endTime":"0","summary":"此次投资使OpenAI的 投前估值达到7300亿美元。OpenAI和微软随后发布了联合声明。今天的公告不会以任何方式改变微软和OpenAI此前在2025年10月联合博客中公布的合作关系条款 。微软和OpenAI在研究、工程和产品开发等领域继续紧密合作，巩固多年来的深度协作和共同成功。微软继续拥有对OpenAI模型和产品的独家授权和知识产权使用权。微软是提供 OpenAI 模型和知识产权访问权限的无状态 API 的独家云提供商。AGI的定义和流程保持不变。此次合作将助力 OpenAI 的发展。","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=nesSN20260227215550a7271f04&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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10:56","pubTimestamp":1772160960,"startTime":"0","endTime":"0","summary":"　　华尔街因担心AI带来颠覆性冲击而持续抛售软件股，但非专业投资者却在逆势扫货。　　摩根大通汇编的数据显示，遭到重挫的软件板块中，散户交易活跃度正逼近历史高位，尽管标普综合1500软件与服务子指数自年初以来已下跌近20%。　　本周一，“恐慌交易”出现升温，此前一家鲜为人知的机构Citrini Research发布报告，提出AI可能引发广泛经济冲击的可能性。　　AI相关的担忧同样似乎并未吓退普通散户，他们在每一轮下跌中持续进场买入。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/roll/2026-02-27/doc-inhpfnzs0865550.shtml","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":"sina","symbols":["IE00B1XK9C88.USD","LU1732799900.SGD","LU0882574139.USD","MSFT","LU0683600562.USD","LU0162691827.USD","LU0689472784.USD","MSFY","LU2764263039.SGD","IE00B775SV38.USD","LU0203345920.USD","LU1145028129.USD","LU0426412945.USD","IE00B7KXQ091.USD","LU1564329461.SGD","LU0314106906.USD","BK4605","LU2097344431.USD","LU0048573561.USD","LU2750360997.AUD","LU0234570918.USD","IE00BYXW3230.USD","IE00BD6J9T35.USD","LU2750360641.GBP","BK4529","LU2756315664.SGD","LU1923622291.USD","BK4538","LU2322448791.USD","LU2506951958.HKD","BK4592","LU0187121727.USD","LU0726765562.USD","LU2077746001.SGD","LU2506952097.USD","NVDB","LU2290526834.HKD","LU1623119135.USD","LU2456880835.USD","LU0130517989.USD","BK4551","SG9999002224.SGD","BK4512","3NVD.UK","LU1267930573.SGD","LU1633808545.USD","LU1244550494.USD","IE00B5949003.HKD","IE00B19Z9Z06.USD","LU2237443895.HKD","IE00BHPRN162.USD","BK4549","HK0000914660.USD","IE00BFSS7M15.SGD","IE00BJTD4N35.SGD","LU2106854487.HKD","BK4613","LU0889565833.HKD","LU2125154778.USD","LU2404859741.USD","LU0494093205.USD","LU1923623000.USD","2NVD.UK","LU2089283258.USD","LU1236620750.USD","LU0312595415.SGD","LU1670711123.USD","LU1084165304.USD","BK4566","BK4561","IE00BZ1G4Q59.USD","LU0823417737.USD","LU0276348264.USD","IE00BFSS8Q28.SGD","IE00B19Z9505.USD","LU0784383803.USD","LU2028103732.USD","LU0170899867.USD","LU0347712357.USD","SG9999015358.SGD","LU1046421795.USD","LU1917777945.USD","BK4528","LU1121112475.USD","LU0149725797.USD","LU2041044095.USD","NVD3.UK","LU1506573853.SGD","LU2471134796.USD","LU1059921491.USD","LU2360032135.SGD","LU0225283273.USD","LU1236620834.HKD","IE00B5TLWC47.USD","LU0256863902.USD","LU1043141123.HKD","LU1201861249.SGD","LU2092937221.SGD","SG9999001440.SGD","BK4607","LU0444971666.USD","IE000ITXATA3.USD","BK4575","LU1228905037.USD","IE00BN8TJ469.HKD","LU1732800096.USD","LU2279689827.SGD","LU0868494708.USD","LU1778281490.HKD","SG9999001424.SGD","SG9999000418.SGD","IE0034235303.USD","LU0950375773.USD","MSFW","LU0353189763.USD","LU0354030438.USD","IE00B19Z8X17.USD","LU0011850046.USD","BK4554","NVDD","LU0823434583.USD","LU0345769631.USD","LU2403377893.USD","NVDW","IE00BMPRXQ63.HKD","BK4550","BK4534","LU1992135399.USD","SG9999001077.SGD","LU1935043023.USD","LU2506952170.USD","LU2602419157.SGD","BK4587","LU0323591593.USD","LU2125909916.SGD","LU0820561909.HKD","AVL","LU0942090050.USD","LU0979878070.USD","NVDY","LU2237438978.USD","LU1861220033.SGD","IE00B1BXHZ80.USD","LU0265550946.USD","LU1221951046.USD","IE00BJTD4V19.USD","IE00BDRTCR15.USD","LU1069347547.HKD","SG9999015952.SGD","LU2191332357.HKD","LU0784384876.USD","LU1989763005.USD","LU2491049909.HKD","BK4516","LU1066053197.SGD","IE00BMPRXR70.SGD","LU1235294995.USD","LU0130102774.USD","LU0157215616.USD","LU0238689110.USD","LU2362541273.HKD","LU2462157665.USD","LU1032955483.USD","LU1235295455.SGD","BK4577","LU0094547139.USD","LU0724617625.USD","LU2023250504.SGD","SG9999014567.USD","LU0965509283.SGD","LU2326559502.SGD","LU2487616109.SGD","LU0719512351.SGD","LU0345768153.USD","LU0158827781.USD","LU0690374961.EUR","LU0109391861.USD","LU1582987324.SGD","LU0072461881.USD","NVD2.UK","LU1430594728.SGD","LU0289961442.SGD","IE00BJJMRY28.SGD","LU2931357623.SGD","IE00B4JS1V06.HKD","LU1988902786.USD","ANV","LU0545562505.USD","LU1564329628.SGD","LU0302445910.USD","LU0795875086.SGD","BK4567","LU2211814178.USD","LU0528227936.USD","IE00B894F039.SGD","LU0211327993.USD","LU0823414478.USD","LU0994945656.USD","IE00BQXX3C00.GBP","AVGU","LU1571399168.USD","LU2125909759.SGD","LU1003077747.HKD","LU1839511570.USD","LU2111349929.HKD","NVD","LU1718418525.SGD","AVS","LU1340139317.AUD","LU1242518931.SGD","LU2237957902.USD","SG9999014559.SGD","IE0009G5SDU7.USD","LU1074936037.SGD","LU0345774391.USD","LU1242518857.USD","LU0661504455.SGD","LU0672654240.SGD","LU1366333091.USD","IE0034235295.USD","BK4023","LU0203347892.USD","IE00B3SWFQ91.USD","LU0072462426.USD","LU0949170426.SGD","LU1803068623.USD","LU0096364046.USD","LU2360107168.USD","BK4503","IE00B4YYXB79.USD","LU0053666078.USD","LU0545039389.USD","LU0965509101.SGD","IE00BVYPNP33.GBP","LU1951198990.SGD","LU0266013472.USD","LU1582986359.USD","LU2065171402.SGD","LU2355687059.USD","SGXZ31699556.SGD","LU0960925559.SGD","LU2552382215.SGD","LU1989773731.SGD","LU2087625088.SGD","LU2298321311.HKD","BK4614","LU2133065610.SGD","LU0964807845.USD","LU2237443465.HKD","LU1983260115.SGD","LU0861579265.USD","LU1914381329.SGD","IE00BDCRKT87.USD","LU0957808578.USD","IE00BBT3K403.USD","LU1934455277.USD","LU0109392836.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10:20","pubTimestamp":1772158831,"startTime":"0","endTime":"0","summary":"说到预期和回报问题，大摩正好也发了一篇研报，这片研报就在讨论当前科技行业这个玩法到底能不能持续下去？大摩表示，这意味着在未来三年内，上述五家公司的总资本支出合计将超两万亿美元。自2025年9月以来，市场对这五家巨头资本支出预期上调了1.5倍，大摩自己甚至上调了1.8倍。所以收入增长没有覆盖支出增长的，这将导致云大厂的运营杠杆持续抬高，自由现金流将面临持续的下行压力。对于投资大科技的股东们，还需要保持耐心。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.ifeng.com/c/8r56I4ddNu7","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":"fenghuang_stock","symbols":["LU0158827781.USD","LU2471134523.USD","MSFT","SG9999015945.SGD","LU2430703178.SGD","LU2896262040.SGD","IE000YTNTUN2.SGD","LU2065169927.USD","LU1868836591.USD","BK4516","MSFO","MSFY","BK4577","LU2236285917.USD","LU0256863902.USD","MSFX","LU1868837300.USD","SG9999015986.USD","LU2750360641.GBP","LU0077335932.USD","SG9999002224.SGD","LU2168563687.JPY","AIYY","LU2092937148.SGD","LU2083900584.USD","LU1935043536.SGD","LU2065171311.SGD","IE00B19Z9505.USD","BK4504","LU2433249047.HKD","MSFW","LU0950375773.USD","LU2361045086.USD","LU2552382132.HKD","MSFU","LU1032955483.USD","LU1119994496.HKD","LU2168564222.USD","LU2746668461.USD","LU0726765562.USD","BK4567","LU2860962120.EUR","SG9999002232.USD","MSFL","LU1032466523.USD","LU1244550577.SGD","LU0053666078.USD","LU0310799852.SGD","MSFD"],"gpt_icon":1},{"id":"2614092970","title":"微軟和愛立信將企業級5G筆記本電腦管理功能引入Windows 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試圖爭取Anthropic拒絕的合作條款","url":"https://stock-news.laohu8.com/highlight/detail?id=1164582640","media":"美股速递","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1164582640?lang=zh_tw&edition=fundamental","pubTime":"2026-02-27 09:44","pubTimestamp":1772156682,"startTime":"0","endTime":"0","summary":"据知情人士透露，美国国防部正与科技巨头谷歌和OpenAI进行接触，试图说服这两家公司接受其提出的合作协议条款，而同样的条款此前已遭到人工智能公司Anthropic的明确拒绝。\n消息源引用了一份由谷歌与OpenAI员工联名撰写的内部信件，其中披露了谈判的初步细节。五角大楼希望通过此次合作获取先进人工智能技术的军事化应用能力，但具体技术细节和合作范围尚在磋商中。\n值得注意的是，Anthropic作为人工智能领域的重要参与者，此前已以\"技术伦理考量\"为由拒绝了国防部的合作提议。此次谈判结果将直接影响美国军方在人工智能领域的战略布局，同时也引发业界对科技公司军事化合作的伦理讨论。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU0949170772.SGD","BK4581","LU0648001328.SGD","SG9999014575.USD","LU2087621335.USD","LU2125154778.USD","MSFW","LU0276348264.USD","LU0985320562.USD","LU1267930730.SGD","BK4525","SG9999001077.SGD","LU0314104364.USD","LU0353189763.USD","LU0057025933.USD","LU0820561909.HKD","LU1585245621.USD","LU1043141123.HKD","LU0784383803.USD","IE000KEQY171.SGD","LU2317271919.USD","IE00B3SWFQ91.USD","LU2430703251.USD","LU2750360997.AUD","LU1116320901.HKD","LU2458330243.SGD","LU1066053197.SGD","SG9999000418.SGD","LU2286300806.USD","LU0171293334.USD","LU1917777945.USD","BK4077","IE0009356076.USD","LU1121112475.USD","IE00BZ1G4Q59.USD","IE00BMPRXQ63.HKD","LU2023250843.SGD","LU1699723380.USD","IE00BJTD4N35.SGD","LU0203201768.USD","LU2357305700.SGD","LU2242649171.HKD","IE00BK4W5L77.USD","LU0957808578.USD","LU0106261372.USD","LU1196500208.SGD","LU2065170008.USD","LU1236620750.USD","LU1582987324.SGD","LU0964807845.USD","LU1316542783.SGD","LU0107464264.USD","LU2092937221.SGD","IE0004445239.USD","LU2211815571.USD","LU1974910355.USD","LU0690374961.EUR","LU1069347547.HKD","LU0198837287.USD","LU2360106780.USD","BK4514","LU0689626769.HKD","LU0096362180.USD","LU0314106906.USD","LU0029864427.USD","LU1003077747.HKD","LU0256863902.USD","LU0127658192.USD","LU1989764664.SGD","BK4532","IE00BDRTCR15.USD","BK4561","LU0820561818.USD","LU2083900584.USD","AMZZ","LU1861558580.USD","LU0251142724.SGD","LU1633808545.USD","LU1670710661.SGD","LU0347712357.USD","BK4577","LU2347655156.SGD","LU0994945656.USD","LU1732800096.USD","LU2471134952.CNY","LU1301847155.USD","LU0072462426.USD","LU0072461881.USD","LU1629891620.HKD","LU2210150020.SGD","LU0738911758.USD","LU2089284900.SGD","LU2720916845.USD","LU2756315664.SGD","LU1334329650.SGD","LU1037948541.HKD","LU1046421795.USD","LU0496365809.HKD","LU1267930490.SGD","LU0130103400.USD","IE00B4YYXB79.USD","IE00BMPRXN33.USD","IE00B19Z3B42.SGD","SG9999015945.SGD","SG9999002224.SGD","LU1261432733.SGD","LU0757359368.USD","LU1429558221.USD","LU2491049909.HKD","LU1720051108.HKD","LU2211817866.USD","LU0320765489.SGD","LU1880398471.USD","LU1861127337.USD","LU0494093205.USD","BK4507","LU0724617625.USD","LU0158827948.USD","LU0208291251.USD","BK4604","LU0894485498.HKD","LU0234572021.USD","LU0256863811.USD","LU0661504455.SGD","LU1244550577.SGD","LU1983260115.SGD","LU0354030438.USD","SGXZ81514606.USD","LU0689472784.USD","IE00BJJMRY28.SGD","LU2471134796.USD","LU2361045086.USD","LU1861559042.SGD","BK4504","MSFL","LU2087625088.SGD","LU2237443465.HKD","LU0823434740.USD","GGLS","IE00BFSS8Q28.SGD","LU1868836591.USD","BK4538","IE00BJTD4V19.USD","LU1823568750.SGD","LU2168564065.EUR","BK4503","SG9999015978.USD","IE00BQXX3D17.EUR","LU0061474960.USD","LU0426417589.USD","IE00BN8TJ469.HKD","IE00B19Z8W00.USD","LU0345769631.USD","LU0130517989.USD","LU1951198990.SGD","LU1188199696.SGD","LU0354030511.USD","LU0417517546.SGD","LU0289960550.SGD","HK0000914660.USD","LU1340139317.AUD","LU0912757837.SGD","LU0048573561.USD","LU0786609619.USD","LU0345768153.USD","BK4516","LU0096364046.USD","SG9999004303.SGD","LU0342679015.USD","LU0056508442.USD","SG9999015952.SGD","LU1623119135.USD","LU1228905037.USD","LU2077746001.SGD","LU2361044865.SGD","LU2168563687.JPY","LU1084165304.USD","LU0289739343.SGD","AMZY","LU1064131342.USD","BK4554","LU2095319765.USD","SG9999014880.SGD","AMZD","LU1244550221.USD","LU0289961442.SGD","LU0128525689.USD","SGXZ23171101.USD","IE00BKPKM429.USD","LU0006306889.USD","LU2089283258.USD","LU0109392836.USD","LU2404859741.USD","LU2063271972.USD","LU1043141396.HKD","IE00BQXX3C00.GBP","LU0109391861.USD","LU0082616367.USD","LU0130518102.USD","LU0011850046.USD","LU2023250330.USD","LU0048584097.USD","LU1868837136.USD","BK4579","LU0708994859.HKD","LU0095938881.EUR","LU1868836914.USD","LU0642271901.SGD","LU1934455277.USD","LU0158827781.USD","LU2237443895.HKD","LU1037948897.HKD","LU0708995401.HKD","LU0345769128.USD","LU0784385170.HKD","LU1697837992.HKD","AZYY","LU1221951129.SGD","MSFT","LU1032466523.USD","GOOW","IE00BFMHRM44.USD","GB00B4LPDJ14.GBP","LU0823421416.USD","LU1914381329.SGD","LU0265550946.USD","SG9999015341.SGD","MSFU","SG9999015986.USD","LU1989763005.USD","LU0225283273.USD","LU0310800379.SGD","LU1564329628.SGD","SG9999014559.SGD","LU1506573853.SGD","LU1803068623.USD","LU2360032135.SGD","IE00BBT3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