微软第三季度预览:人工智能资本支出的关键时刻

美股研究社
30 Apr

长按即可参与自3月底以来,微软公司(NASDAQ:MSFT)股价已上涨5%,实际上在此期间跑赢大盘。然而,分析师仍然强烈卖出这家科技巨头的股票。该公司2025财年800亿美元的人工智能/数据中心建设计划与实际回报仍存在差距。4月30日发布的第二财季财报将至关重要。由于市场仍然担心超大规模基础设施支出超过需求,该公司股价今年迄今已下跌约 7.2%。Azure 的高端计算定价仍然在被削弱 。这种情况...

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