特朗普新任期后首个财报季落幕,科技巨头业绩表现分化显著。微软以卓越的抗关税能力、云业务的强劲表现与AI战略的高效推进,重新超越苹果,成为全球市值最大的科技公司。 相比之下,苹果、亚马逊则在贸易关税和消费疲软的双重压力下表现惨淡,市值大幅缩水。 微软:AI加持与关税韧性,领跑科技巨头 尽管财报发布前市场弥漫着对科技股的普遍悲观情绪,但微软交出了一份强于预期的亮眼财报。 其核心增长引擎之一,...
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