1月29日，微软发布了2026财年第二季度财报，尽管营收（813亿美元）和每股收益（4.14美元）双双超出华尔街预期，但盘后股价却一度下挫超6%。 市场的情绪矛盾点在于：微软正在以前所未有的速度烧钱，但云业务的增速似乎没有跟上烧钱的节奏。 财报显示，微软本季度资本支出同比激增约66%，达到创纪录的375亿美元。与之形成对比的是，Azure云业务营收增长39%（按固定汇率计算为38%）。虽然这一数字 ...

Microsoft Corporation ( MSFT) Q2 2026 Earnings Call January 28, 2026 5:30 PM EST ...

In this webinar, Ashley Battle, Senior Product Marketing Manager at Nerdio, will explore how modern virtual desktop platforms have evolved beyond legacy VDI to support AI-driven work. Today’s DaaS ...

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作者 | 褚杏娟最近的达沃斯论坛上，科技领袖们纷纷出来发表观点。当 Google 的 Demis Hassabis 和 Anthropic 的 Dario Amodei 在讨论更宏观的 AGI 话题时，微软 CEO Satya Nadella ...

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