计算机行业周观察:AI军备竞赛持续升级 关注高壁垒软件及云服务

招商证券股份有...
Feb 08

海外互联网大厂发布季报,资本开支持续超预期。过去一周,微软、META、亚马逊、谷歌等海外科技大厂先后发布季度财报,四家公司明确表示将持续扩大AI 领域的相关投资。SaaS 商业模式遭受质疑,关注高壁垒软件及云服务。微软26 财年营收、利润与每股收益均实现增长,Azure 收入增速下滑。微软FY26Q2 营收813 亿美元,同比增长17%;剔除OpenAI 76 亿美元投资收益后净利润是309 ...

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