微软本财年剩余时间内的计算能力限制预计将得到缓解。奥本海默分析师在报告中指出，随着新建数据中心陆续投入运营并逐步扩大规模，这一制约因素将逐步消除。此前，计算资源紧张不仅抑制了Azure云业务在近期财报中的收入增长潜力，还对股价产生了负面影响。分析师进一步预测，随着产能提升及Azure业务维持35%左右的中高速增长，微软有望实现中双位数（约15%）的营收和利润增幅。当前微软股价跌幅达12%。
微软本财年剩余时间内的计算能力限制预计将得到缓解。奥本海默分析师在报告中指出，随着新建数据中心陆续投入运营并逐步扩大规模，这一制约因素将逐步消除。此前，计算资源紧张不仅抑制了Azure云业务在近期财报中的收入增长潜力，还对股价产生了负面影响。分析师进一步预测，随着产能提升及Azure业务维持35%左右的中高速增长，微软有望实现中双位数（约15%）的营收和利润增幅。当前微软股价跌幅达12%。
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