【光大海外】微软25Q3云订单和RPO高增,资本开支超预期加速增长

EBoversea
Oct 31, 2025

报告标题:《微软云订单和RPO高增,资本开支超预期加速增长——微软(MSFT.O)2026财年一季报业绩点评》报告发布日期:2025年10月31日分析师:付天姿,CFA,FRM(执业证书编号:S0930517040002)分析师:宾特丽亚(执业证书编号:S0930525090001)相关研报【光大海外】从OpenAI o1看AI产业趋势:打破AI应用瓶颈,算力需求前景如何?【光大海外】微软深度报告...

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