微软Meta财报超预期,AI资本支出激增但短期贡献有限

DoNews
Mar 05

微软与Meta于同日发布2025财年第一季度财报,营收与净利润均超出分析师预期,带动盘后股价分别上涨7.92%和超6%。微软第三财季营收701亿美元,同比增长13%;净利润258亿美元,同比增长18%。其商业云总收入424亿美元,智能云部门收入267.5亿美元,同比增长约21%;Azure云服务收入增长33%,其中16个百分点由AI服务贡献,略高于预期的15.6个百分点。微软指出,本季度业绩超预期...

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