5月1日 - ** 微软MSFT.O发布乐观的云计算收入预期后,美国云计算公司盘前上涨 (link)
** 在一些分析师指出微软取消数据中心租赁是产能过剩的迹象之后,微软的业绩可能会缓解投资者对人工智能需求可能放缓的担忧
** 微软股价盘前大涨9%,甲骨文ORCL.N上涨4.1%,ServiceNowNOW.N上涨3.1%。
** Datadog DDOG.O上涨5.1%,Snowflake SNOW.N上涨5.3%,Cloudflare NET.N上涨4.2%,Salesforce CRM.N上涨2.3%。
** 亚马逊AMZN.O上涨3.6%,AlphabetGOOGL.O上涨1.2%。
** 截至上次收盘,MSFT YTD 下跌 6.2%,Oracle 和 ServiceNow YTD 分别下跌 15.7% 和 10
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