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美股
詳情
本頁面由Tiger Trade Technology Pte. Ltd.提供服務
2倍做多MSFT ETF-Direxion
27.63
+0.1600
0.58%
盤後：
27.00
-0.6300
-2.28%
19:59 EST
成交量：
442.31萬
成交額：
1.22億
市值：
6.45億
市盈率：
- -
高：
28.41
開：
28.01
低：
27.23
收：
27.47
52周最高：
61.16
52周最低：
24.98
股本：
2,335.00萬
流通股本：
2,335.00萬
量比：
1.31
換手率：
18.94%
股息：
3.38
股息率：
12.23%
淨資產收益率：
--
總資產收益率：
--
市淨率：
--
市盈率(LYR):
- -
資料載入中...
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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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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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——Copilot Tasks","url":"https://stock-news.laohu8.com/highlight/detail?id=2614009823","media":"AI星球视界","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2614009823?lang=zh_tw&edition=fundamental","pubTime":"2026-02-27 08:56","pubTimestamp":1772153801,"startTime":"0","endTime":"0","summary":"微软在27日宣布，正在测试一款全新AI系统 ——Copilot Tasks。Copilot Tasks 也能筛选出紧急邮件，帮忙草拟回复。目前 Copilot Tasks 还处在小范围研究测试阶段，只有少数用户能体验，感兴趣的人可以加入等待名单。业内普遍认为，Copilot Tasks 是微软对近期自主 AI 趋势的回应。其次，云端运行是关键，普通手机电脑也能用强 AICopilot Tasks 把计算压力放在微软自己的云端，而不是用户的设备。最后，AI 越能干，人的判断力反而更重要Copilot Tasks 能处理大量琐事，但它也有局限。","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=nesSN20260227092837a7246bc3&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description 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AI 爆發式增長續航","url":"https://stock-news.laohu8.com/highlight/detail?id=2614008501","media":"国际能源小数据","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2614008501?lang=zh_tw&edition=fundamental","pubTime":"2026-02-27 07:17","pubTimestamp":1772147828,"startTime":"0","endTime":"0","summary":"2024 年，科技行业能源相关岗位招聘人数同比激增 34%，2025 年这一增速保持持平，远超 ChatGPT 发布前的 2022 年水平。而人才短缺，又将进一步加剧电网建设的滞后性，让全球电力供需缺口问题雪上加霜，部分国家和地区的电力系统将因 AI 驱动的电力需求激增而承受更大压力。这场由 AI 引发的能源领域争夺战，本质上是科技行业向能源领域的深度渗透。科技巨头的能源布局，不仅是为自身 AI 业务续航，更在推动全球能源行业向更高效、更智能的方向发展。","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=nesSN20260227072339a4cd1bb3&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, 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「卷翻」硬盤天花板","url":"https://stock-news.laohu8.com/highlight/detail?id=2614074722","media":"上观新闻","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2614074722?lang=zh_tw&edition=fundamental","pubTime":"2026-02-27 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大舉加倉軟件股 最愛微軟(MSFT.US)","url":"https://stock-news.laohu8.com/highlight/detail?id=2614072596","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2614072596?lang=zh_tw&edition=fundamental","pubTime":"2026-02-27 06:00","pubTimestamp":1772143200,"startTime":"0","endTime":"0","summary":"从个股来看，微软成为散户上周及年内迄今最受青睐的标的。此前，软件板块遭遇密集抛售，部分原因在于市场担忧新一轮AI产品发布可能替代传统软件服务，冲击赛富时和Adobe等公司的核心业务。周一，Citrini 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軟件股拋售可能觸底","url":"https://stock-news.laohu8.com/highlight/detail?id=2614707438","media":"新浪财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2614707438?lang=zh_tw&edition=fundamental","pubTime":"2026-02-27 05:44","pubTimestamp":1772142252,"startTime":"0","endTime":"0","summary":"对冲基金GCQ称Citrini事件标志软件股触底，抛售不合逻辑已趁回调买入。芝加哥联储行长：若通胀回落 美联储可能多次降息芝加哥联储行长奥斯坦·古尔斯比重申，如果有更多证据表明通胀正朝着美联储2%的目标回落，利率可以在2026年进一步下调。该基金卖出了部分表现最好的股票，包括欧洲奢侈品公司股票，以转而布局重挫的软件股。","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=nesSN20260227054852a723bf53&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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3-資本支出激增，積壓風險蓋過收入小幅增長，CoreWeave下滑","url":"https://stock-news.laohu8.com/highlight/detail?id=2614047076","media":"路透中文","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2614047076?lang=zh_tw&edition=fundamental","pubTime":"2026-02-27 05:17","pubTimestamp":1772140635,"startTime":"0","endTime":"0","summary":"更正-更新版 3-资本支出激增，积压风险盖过收入小幅增长，CoreWeave下滑更正第 2 段，资本支出为 149 亿美元，而不是 154 亿美元CoreWeave 的资本支出将翻一番，达到 300 亿美元 第四季度净亏损从 3,600 万美元增至 2.84 亿美元 分析师强调收入积压风险和债务问题 Anhata Rooprai. CoreWeave 表示，截至 12 月 31 日，该公司的收入积压为 668 亿美元，高于去年同期的 151 亿美元。第四季度，CoreWeave 的调整后营业收入利润率从去年同期的 16% 降至 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財年營收高於預期，原因是人工智能服務器需求上升","url":"https://stock-news.laohu8.com/highlight/detail?id=2614075773","media":"路透中文","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2614075773?lang=zh_tw&edition=fundamental","pubTime":"2026-02-27 05:06","pubTimestamp":1772139992,"startTime":"0","endTime":"0","summary":"戴尔预测 2027 财年营收高于预期，原因是人工智能服务器需求上升戴尔预计人工智能服务器年收入将增长 103% 至 500 亿美元公司第四季度收入达到创纪录的 334 亿美元戴尔称其拥有 4000 多家人工智能服务器客户Jaspreet Singh. 根据LSEG汇编的数据，戴尔预计全年营收将达到1380亿美元至1420亿美元，高于分析师平均预计的1255.4亿美元。戴尔预计年度调整后每股收益为12.90美元，高于预期的11.59美元。对于因为使用自动化翻译功能而造成的任何损害或损失，路透不承担任何责任。","market":"us","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:20260226:nL4T3ZM2B4:1","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU0882574139.USD","LU0345769128.USD","LU2092627202.USD","LU2357305700.SGD","LU0175139822.USD","IE00BYQQ9H92.USD","IE00BQXX3D17.EUR","LU2065169927.USD","IE00BDRTCR15.USD","LU1267930813.SGD","LU0957791311.USD","LU1201861249.SGD","LU1564329032.USD","LU1951200564.SGD","LU2250418816.HKD","LU0353189680.USD","LU0353189763.USD","BK4528","GOOX","LU1267930490.SGD","LU1582986359.USD","BK4581","LU0006061336.USD","LU0820561818.USD","IE00B3SWFQ91.USD","LU0049112450.USD","LU1571399168.USD","LU1917777945.USD","LU0345768153.USD","LU0823411888.USD","LU1066051811.HKD","LU2168564065.EUR","LU0965509101.SGD","LU1582986433.USD","LU2417539215.USD","LU1988902786.USD","MSFU","LU0661504455.SGD","LU2362541273.HKD","LU0234572021.USD","LU1803068623.USD","LU0949170426.SGD","MSFO","LU2210149790.SGD","LU1935042488.USD","IE0002270589.USD","LU0109392836.USD","LU1366334578.USD","BK4587","LU2095319765.USD","LU0557290698.USD","LU0347712357.USD","LU0210536198.USD","LU1228905540.USD","LU0823421333.USD","LU1181866309.USD","LU2275660780.HKD","LU1815333072.USD","IE000KEQY171.SGD","LU0011850046.USD","LU2592432038.USD","LU0823417737.USD","SG9999014906.USD","MSFY","LU1732799900.SGD","LU0757359368.USD","LU1059921491.USD","LU0345770993.USD","LU0070217475.USD","BK4550","LU0823417653.USD","IE00BJTD4V19.USD","LU0208291251.USD","LU0823421416.USD","MSFL","SG9999015986.USD","LU0128525929.USD","IE00B1BXHZ80.USD","LU0238689110.USD","LU2242650005.HKD","LU1235294995.USD","LU1035773651.USD","LU2168563687.JPY","LU2168564149.EUR","LU2237443622.USD","IE00BZ1G4Q59.USD","LU2125909593.SGD","IE000YTNTUN2.SGD","LU1691799644.USD","LU2242644610.SGD","HK0000914660.USD","BK1526","BK4533","LU0689626769.HKD","IE0034235303.USD","IE00BJLML261.HKD","LU0310799852.SGD","LU0942090050.USD","LU2756315318.SGD","LU2491050071.SGD","LU1069344957.HKD","LU0289960550.SGD","IE00B7KXQ091.USD","LU0256863902.USD","LU1883839398.USD","IE0004091025.USD","LU2756315664.SGD","LU0162691827.USD","LU0345774631.USD","LU2247934214.USD","SG9999014898.SGD","IE00BFMHRM44.USD","LU1037948541.HKD","HK0000320223.HKD","LU2097344431.USD","LU2896262040.SGD","LU0094547139.USD","LU0648001328.SGD","LU2720916845.USD","IE00B0JY6N72.USD","LU1868836914.USD","IE00BMPRXN33.USD","LU1121112475.USD","LU1699723380.USD","IE00BSNM7G36.USD","LU0061474705.USD","HK0000306701.USD","LU0894485498.HKD","LU2237443382.USD","LU2543165471.USD","LU1623119135.USD","LU1032466523.USD","AMZP","BK4534","LU0265550946.USD","LU1582987597.SGD","LU0345774391.USD","IE00BHPRN162.USD","BK4077","LU2381873111.SGD","LU2237443549.SGD","LU0053666078.USD","LU2552382058.USD","LU0820561909.HKD","LU0690374615.EUR","LU0251131958.USD","LU1564329628.SGD","LU1430594728.SGD","BK4602","LU0006306889.USD","LU0795875086.SGD","80992","LU2063271972.USD","LU0572940350.SGD","LU0072462426.USD","LU2456880835.USD","IE00B7SZLL34.SGD","CWVX","LU0210533765.USD","LU0994945656.USD","LU0097036916.USD","LU0310800379.SGD","LU0082616367.USD","LU1989773731.SGD","IE00BFXG0V08.USD","SG9999018857.SGD","LU2089284900.SGD","MSFX","LU2404859667.USD","LU2413666699.HKD","LU1366333091.USD","IE0005OL40V9.USD","LU1934455863.HKD","LU2361044865.SGD","LU1720051108.HKD","LU0820562030.AUD","LU0957808578.USD","LU0545039389.USD","LU0320765489.SGD","LU2347655156.SGD","BK4574","LU0210528500.USD","LU0742534661.SGD","SGXZ31699556.SGD","BK4507","LU0784384876.USD","IE0034224299.USD","LU0215105999.USD","LU1267930573.SGD","LU2264538146.SGD","LU2452424414.USD","LU0053671581.USD","LU0251142724.SGD","LU2087621335.USD","LU0949170772.SGD","LU1803068979.SGD","BK4122","LU2125909247.SGD","LU2097829019.USD","LU1221951129.SGD","BK4604","LU1235295612.USD","LU0158827948.USD","LU0964807845.USD","BK4170","LU2237438978.USD","SMCC","LU0791591158.USD","LU0069063385.USD","LU0879622024.SGD","LU1712237335.SGD","LU2413666426.HKD","SMCL","LU0312595415.SGD","IE00B1XK9C88.USD","LU1334329650.SGD","LU2458330243.SGD","LU0348723411.USD","LU1506573853.SGD","LU1804176565.USD","LU1323610961.USD","SGXZ81514606.USD","LU1235295455.SGD","IE0034235188.USD","LU0187121727.USD","SG9999014567.USD","LU1868836757.USD","LU0256863811.USD","AZYY","LU1366192091.USD","LU2487616109.SGD","LU0316494557.USD","LU0310800965.SGD","LU0070302665.USD","BK4551","IE00B3S45H60.SGD","LU0466842654.USD","BK4559","LU0912757837.SGD","LU2168564495.EUR","BK4527","LU2097344357.USD","LU0985320562.USD","LU2552382215.SGD","LU0708995401.HKD","LU1037948897.HKD","SG9999015978.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拋售不合邏輯已趁回調買入","url":"https://stock-news.laohu8.com/highlight/detail?id=2614045855","media":"格隆汇","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2614045855?lang=zh_tw&edition=fundamental","pubTime":"2026-02-26 19:54","pubTimestamp":1772106850,"startTime":"0","endTime":"0","summary":"格隆汇2月26日｜总部位于悉尼的对冲基金GCQ Funds Management表示，软件股抛售已经见底，并趁回调买入约2亿澳元的科技股。首席投资官Doug Tynan称，近几周该基金重点买入微软、会计软件公司Intuit Inc以及行业巨头SAP SE。科技公司近期被卷入所谓“AI恐慌交易”。本周早些时候，名不见经传的Citrini Research在博客文章中勾勒出AI快速进步可能带来剧烈冲击的情景，令外界更为担忧软件行业在AI快速发展面前的脆弱性，进一步加深了跌势。","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=nesSN20260226195512a7225990&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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微軟日本負責人強調合規運營","url":"https://stock-news.laohu8.com/highlight/detail?id=2614604371","media":"智通财经","labels":["policyRegulatory"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2614604371?lang=zh_tw&edition=fundamental","pubTime":"2026-02-26 19:51","pubTimestamp":1772106691,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，微软日本分公司负责人表示，微软公司正配合日本反垄断监管机构调查，以回应关于Azure云服务可能存在反竞争行为的审查。此前有报道指出，日本公平交易委员会正调查微软是否通过限制其软件仅能在Azure平台运行的方式，阻碍客户选择其他竞争对手的云服务。\"据了解，此次调查的争议焦点在于微软的软件授权机制。若相关指控属实，微软可能面临巨额罚款及强制性的业务结构调整。","market":"us","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":"http://www.zhitongcaijing.com/content/detail/1407760.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":"Azure遭反垄断调查 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戰略前置","url":"https://stock-news.laohu8.com/highlight/detail?id=2614542015","media":"鞭牛士","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2614542015?lang=zh_tw&edition=fundamental","pubTime":"2026-02-26 16:23","pubTimestamp":1772094190,"startTime":"0","endTime":"0","summary":"此次调整发生在微软全面推进生成式 AI 商业化的背景下。这一布局强化了微软“云 + AI + 行业解决方案”的增长逻辑，也使游戏业务在公司整体战略中的角色发生变化——不再只是消费娱乐板块，而是 AI 应用场景的组成部分。游戏业务如何在保持内容竞争力的同时，与云与 AI 战略深度融合，将成为关键观察点。","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=nesSN20260226162545a721913a&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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