Azure 再度雄起,微软重回 AI 顶梁柱

海豚投研
May 04

(原标题:Azure 再度雄起,微软重回 AI 顶梁柱)在北京时间 5 月 1 日美股盘后,微软公布了截至 3 月底的 2025 财年 3 季度财报,整体来看相比市场对营收增长放缓,经营利润率开始收缩的悲观预期,营收增长加速、利润率继续扩大的表现相当不俗。最核心的 Azure 业务也有超预期的表现,具体要点如下:1、Azure 超预期提速,拐点已现:最受关注的 Azure 业务,本季营收同比增长 ...

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