海外科技公司财报AI进展微软:收入利润均超预期,Azure云业务加速增长。Azure 及其他云服务营收同比增长39%,超越彭博一致预期(34%),公司表示Azure的年度营收突破750亿美元。微软预计FY26Q1的资本支出将超过300 亿美元,2026 财年的资本支出增速将相较于2025 财年有所放缓,且上半年资本支出增速将高于下半年。META:AI推动核心广告业务增长,上调全年资本支出指引。...
Source Link海外科技公司财报AI进展微软:收入利润均超预期,Azure云业务加速增长。Azure 及其他云服务营收同比增长39%,超越彭博一致预期(34%),公司表示Azure的年度营收突破750亿美元。微软预计FY26Q1的资本支出将超过300 亿美元,2026 财年的资本支出增速将相较于2025 财年有所放缓,且上半年资本支出增速将高于下半年。META:AI推动核心广告业务增长,上调全年资本支出指引。...
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