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特朗普军队狙击手
11-04 12:19
$谷歌A(GOOGL)$
大跌在即,腾讯才多少钱,这谷歌就是垃圾。
特朗普军队狙击手
11-05 01:52
😁这家公司是不是后知后觉,别人早就完开始了,
AI军备竞赛助长科技巨头融资潮,Meta之后谷歌母公司拟发债超200亿美元
特朗普军队狙击手
11-03 22:09
$谷歌A(GOOGL)$
AI出来很多东西是大利空,爆炸在即。
特朗普军队狙击手
01-29
$名创优品(MNSO)$
大概率又是骗子公司
特朗普军队狙击手
11-03 11:51
$谷歌A(GOOGL)$
爆跌只是迟早的事情
特朗普军队狙击手
10-31
[开心]泡沫破不破
特朗普军队狙击手
03-08
$标普500(.SPX)$
跟着美国队长走!马斯克
特朗普军队狙击手
03-08
$标普500(.SPX)$
做空美国?不可能
特朗普军队狙击手
02-02
微软在2024年第四季度触底反弹。根据微软2024财年第二季度财报,该季度微软的营收和净利润均实现了显著增长。具体来说,该季度微软的营收达到696亿美元,同比增长12%,净利润为241亿美元,同比增长10%。营收和净利润增长:微软2024财年第二季度营收达到696亿美元,同比增长12%;净利润为241亿美元,同比增长10%。云计算业务收入达409亿美元,同比增长21%,其中智能云业务营收为255亿美元,同比增长19%。业务板块表现:微软的云计算业务大幅增长,带动了整体营收的提升。智能云业务营收为255亿美元,同比增长19%。此外,微软表示将继续投资云计算和人工智能基础设施,并预计人工智能业务年收入将超过130亿美元,同比增长175%。 这些数据表明,微软在2024年第四季度实现了显著的财务增长,显示出其业务的强劲复苏势头。
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03:08","market":"nz","language":"zh","title":"AI军备竞赛助长科技巨头融资潮,Meta之后谷歌母公司拟发债超200亿美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2580443682","media":"华尔街见闻","summary":"Alphabet计划在美国和欧洲分别发行约150亿美元的美元债和65亿欧元的欧元债,其美元债吸引约900亿美元的认购需求,美元债发行额定在175亿美元。上周四Meta发债300亿美元,创今年高等级公司债发行最高规模,认购额峰值1250亿美元创纪录。","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/GOOG\">谷歌</a>母公司Alphabet Inc.正计划在美国和欧洲市场筹集约220亿美元债券,成为继<a href=\"https://laohu8.com/S/META\">Meta</a>和<a href=\"https://laohu8.com/S/ORCL\">甲骨文</a>之后最新一家大举举债的科技巨头,凸显人工智能(AI)军备竞赛正推动科技行业进入新一轮融资周期。</p>\n<p>美东时间11月3日周一,据媒体报道,Alphabet计划在美国市场发行约150亿美元债券,并已启动价值65亿欧元(约合74.8亿美元)的欧元债券发行。此后报道称,该司的美元债券发行吸引了约900亿美元的认购需求。Alphabet将美元债券发行金额定在175亿美元。</p>\n<p>继上周四Meta创纪录发债后,Alphabet的超大规模发债再次彰显了投资者对科技巨头债券的强劲兴趣。此次发债距离Alphabet上周三盘后发布财报不到一周。</p>\n<p>财报显示,三季度<a href=\"https://laohu8.com/S/GOOGL\">谷歌</a>的云计算和AI服务需求激增,总营收史上首次突破1000亿美元大关,剔除流量获取成本(TAC)后营收同比增长13%至875亿美元,创2022年初以来最高增速。当季谷歌云的收入更是猛增34%、突破150亿美元,有望成为仅次于搜索广告的公司第二大收入来源。</p>\n<p>发布财报时,Alphabet管理层将今年的资本支出预期从850亿美元上调至910亿-930亿美元的创纪录年度水平,用于加速AI开发和数据中心建设,远超市场预期的806.7亿美元。他们还明确表示2026年的公司资本支出将"显著增加"。</p>\n<p>科技公司的举债热潮已开始对企业的债券估值产生影响,甚至在美国债市引发连锁反应。彭博指数数据显示,美国投资级债券的平均利差上周五上升2个基点至78个基点。上周华尔街见闻援引分析称,Meta创今年内最大规模的单笔公司债发行计划重新开启了公司债供应闸门,并成为推动美国国债收益率走高的因素之一。</p>\n<div>\n<h2>发债规模超预期 期限跨度达50年</h2>\n</div>\n<p>Alphabet计划将美国债券发行分为多达8个部分,期限从3年到50年不等。据知情人士透露,期限最长部分的收益率可能比美国国债高出约1.35个百分点。</p>\n<p>欧元债券发行规模比预期高出2.5亿欧元。其中3年期欧元债券的利差为基准利率上方25个基点,而39年期部分的利差为158个基点。</p>\n<p>这是Alphabet自今年4月以来首次在欧美市场发债。<a href=\"https://laohu8.com/S/MCO\">穆迪</a>评级在本周一的报告中表示,Alphabet将把发债所得用于一般企业用途,可能包括偿还部分未偿债务。这些债券预计将获得穆迪Aa2评级、即穆迪的第三高信用等级,比标普的评级高出一档。</p>\n<p>Alphabet的美元债券发行由<a href=\"https://laohu8.com/S/GS\">高盛</a>、<a href=\"https://laohu8.com/S/HSBC\">汇丰</a>、<a href=\"https://laohu8.com/S/JPM\">摩根大通</a>、美国银行、花旗、<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>和<a href=\"https://laohu8.com/S/WFC\">富国银行</a>等银行牵头。欧元债券发行由高盛、汇丰、摩根大通、<a href=\"https://laohu8.com/S/0HB5.UK\">法国巴黎银行</a>、法国农业信贷银行和<a href=\"https://laohu8.com/S/DB\">德意志银行</a>等银行牵头。定价预计于周一完成。</p>\n<div>\n<h2>AI支出推动科技业3万亿美元投资计划</h2>\n</div>\n<p>科技公司对由巨型数据中心和大量服务器驱动的未来押注,正在推高AI支出。摩根士丹利预计,到2028年,被称为"超大规模云服务商"的大型科技公司将在数据中心等基础设施上投资约3万亿美元,其中约一半将通过现金流融资。</p>\n<p>Alphabet的最新发债正值其云和AI服务需求激增之际。该公司正投入创纪录资金加速AI开发,并将AI进一步整合到包括搜索在内的热门产品中。</p>\n<p>这一举债浪潮在科技行业正成为趋势。甲骨文今年9月递交监管方的文件披露,启动180亿美元投资级债券发行。一个多月后,Meta上月四刚刚完成300亿美元的债券发行,创今年内高等级公司债发行规模的最高纪录。而且在Meta新发债券的认购额在峰值时达到1250亿美元,刷新了2018年 CVS Health发债时所创的1200亿美元的认购纪录。</p>\n<p>穆迪评级高级信贷官Emile El Nems评论称:“这些公司表示它们受到产能限制,再加上AI计算可能带来的潜在需求,你会发现科技公司进入债市已成为一种明显趋势。”</p>\n<div>\n<h2>供应增加引发利差担忧</h2>\n</div>\n<p>科技公司举债激增已开始显现对企业债券估值的影响。摩根大通信贷策略师Eric Beinstein和Nathaniel Rosenbaum在周一的报告中指出,11月初发债活动可能保持活跃,部分原因是一些频繁发债的公司尚未进入市场,可能希望在年底前发行。</p>\n<p>"随着投资者思考近期与AI相关的发债及其对2026年供应速度的影响,利差有进一步小幅扩大的空间,"分析师写道,"但鉴于收益率仍处于有吸引力的水平且企业盈利强劲,很难看到这种温和扩大演变为更大规模的抛售。"</p>\n<p>Alphabet在数字服务领域保持领先地位,尤其是通过其整合了Gemini AI平台的谷歌搜索服务。该公司还通过广告和YouTube业务占据主导市场地位。Emile El Nems表示,Alphabet、甲骨文和Meta的杠杆率也低于同行,这为它们提供了更多举债空间。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>AI军备竞赛助长科技巨头融资潮,Meta之后谷歌母公司拟发债超200亿美元</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAI军备竞赛助长科技巨头融资潮,Meta之后谷歌母公司拟发债超200亿美元\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-11-04 03:08 北京时间 <a href=https://wallstreetcn.com/articles/3758587><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>谷歌母公司Alphabet Inc.正计划在美国和欧洲市场筹集约220亿美元债券,成为继Meta和甲骨文之后最新一家大举举债的科技巨头,凸显人工智能(AI)军备竞赛正推动科技行业进入新一轮融资周期。\n美东时间11月3日周一,据媒体报道,Alphabet计划在美国市场发行约150亿美元债券,并已启动价值65亿欧元(约合74.8亿美元)的欧元债券发行。此后报道称,该司的美元债券发行吸引了约900亿美元...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3758587\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f348812ea39b45cad3d64af127992eb9","relate_stocks":{"LU2347655073.USD":"JPM GLOBAL INCOME \"A\" (USDHDG) INC A","LU2265009873.SGD":"Eastspring Investments - Global Growth Equity AS SGD-H","LU0225283273.USD":"SCHRODER ISF GLOBAL EQUITY ALPHA \"A\" (USD) ACC","LU1221951046.USD":"NORDEA 1 STABLE RETURN \"HM\" (USDHDG) INC","LU2168563687.JPY":"AZ ALLOCATION - TREND \"AAZ\" (JPYHDG) ACC","LU1935042488.USD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME \"AA\" (USD) INC","LU0276348264.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN\"AUP\" (USD) INC","LU1221951129.SGD":"NORDEA 1 STABLE RETURN \"HM\" (SGDHDG) INC","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","LU0109392836.USD":"富兰克林科技股A","LU0985489474.SGD":"First Eagle Amundi International AHS-C SGD-H","BK4534":"瑞士信贷持仓","LU0211327993.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (USD) ACC","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","LU1992135472.HKD":"ALLIANZ GLOBAL INTELLIGENT CITIES \"AT\" (HKD) ACC","SG9999015945.SGD":"LionGlobal Disruptive Innovation Fund A SGD","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","LU0345768740.USD":"NINETY ONE GSF GLOBAL STRATEGIC MANAGED \"A\" (USD) INC","LU0345770308.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) ACC","LU2077746001.SGD":"Blackrock ESG Multi-Asset A2 SGD-H","LU1585245621.USD":"EASTSPRING INV GLOBAL LOW VOLATILITY EQUITY FUND \"A\" (USD) ACC B","LU1066051498.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (USD) INC","LU1564329628.SGD":"Blackrock Dynamic High Income A2 SGD-H","GOOG":"谷歌","LU2028103732.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"AMG\" (USD) INC","LU2237443978.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc SGD-H","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","BK4538":"云计算","GOOGL":"谷歌A","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","LU0130103400.USD":"Natixis Harris Associates Global Equity RA USD","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","LU0738911758.USD":"Blackrock Global Equity Income A6 USD","LU2286300806.USD":"Allianz Cyber Security AT Acc USD","LU0726765562.USD":"JPM GLOBAL INCOME \"A\" (USD HEDGED) INC","LU2168564495.EUR":"AZ ALLOCATION - TREND \"AI\" (EUR) ACC","LU0097036916.USD":"贝莱德美国增长A2 USD","LU0130102774.USD":"Natixis Harris Associates US Equity RA USD"},"source_url":"https://wallstreetcn.com/articles/3758587","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2580443682","content_text":"谷歌母公司Alphabet Inc.正计划在美国和欧洲市场筹集约220亿美元债券,成为继Meta和甲骨文之后最新一家大举举债的科技巨头,凸显人工智能(AI)军备竞赛正推动科技行业进入新一轮融资周期。\n美东时间11月3日周一,据媒体报道,Alphabet计划在美国市场发行约150亿美元债券,并已启动价值65亿欧元(约合74.8亿美元)的欧元债券发行。此后报道称,该司的美元债券发行吸引了约900亿美元的认购需求。Alphabet将美元债券发行金额定在175亿美元。\n继上周四Meta创纪录发债后,Alphabet的超大规模发债再次彰显了投资者对科技巨头债券的强劲兴趣。此次发债距离Alphabet上周三盘后发布财报不到一周。\n财报显示,三季度谷歌的云计算和AI服务需求激增,总营收史上首次突破1000亿美元大关,剔除流量获取成本(TAC)后营收同比增长13%至875亿美元,创2022年初以来最高增速。当季谷歌云的收入更是猛增34%、突破150亿美元,有望成为仅次于搜索广告的公司第二大收入来源。\n发布财报时,Alphabet管理层将今年的资本支出预期从850亿美元上调至910亿-930亿美元的创纪录年度水平,用于加速AI开发和数据中心建设,远超市场预期的806.7亿美元。他们还明确表示2026年的公司资本支出将\"显著增加\"。\n科技公司的举债热潮已开始对企业的债券估值产生影响,甚至在美国债市引发连锁反应。彭博指数数据显示,美国投资级债券的平均利差上周五上升2个基点至78个基点。上周华尔街见闻援引分析称,Meta创今年内最大规模的单笔公司债发行计划重新开启了公司债供应闸门,并成为推动美国国债收益率走高的因素之一。\n\n发债规模超预期 期限跨度达50年\n\nAlphabet计划将美国债券发行分为多达8个部分,期限从3年到50年不等。据知情人士透露,期限最长部分的收益率可能比美国国债高出约1.35个百分点。\n欧元债券发行规模比预期高出2.5亿欧元。其中3年期欧元债券的利差为基准利率上方25个基点,而39年期部分的利差为158个基点。\n这是Alphabet自今年4月以来首次在欧美市场发债。穆迪评级在本周一的报告中表示,Alphabet将把发债所得用于一般企业用途,可能包括偿还部分未偿债务。这些债券预计将获得穆迪Aa2评级、即穆迪的第三高信用等级,比标普的评级高出一档。\nAlphabet的美元债券发行由高盛、汇丰、摩根大通、美国银行、花旗、摩根士丹利和富国银行等银行牵头。欧元债券发行由高盛、汇丰、摩根大通、法国巴黎银行、法国农业信贷银行和德意志银行等银行牵头。定价预计于周一完成。\n\nAI支出推动科技业3万亿美元投资计划\n\n科技公司对由巨型数据中心和大量服务器驱动的未来押注,正在推高AI支出。摩根士丹利预计,到2028年,被称为\"超大规模云服务商\"的大型科技公司将在数据中心等基础设施上投资约3万亿美元,其中约一半将通过现金流融资。\nAlphabet的最新发债正值其云和AI服务需求激增之际。该公司正投入创纪录资金加速AI开发,并将AI进一步整合到包括搜索在内的热门产品中。\n这一举债浪潮在科技行业正成为趋势。甲骨文今年9月递交监管方的文件披露,启动180亿美元投资级债券发行。一个多月后,Meta上月四刚刚完成300亿美元的债券发行,创今年内高等级公司债发行规模的最高纪录。而且在Meta新发债券的认购额在峰值时达到1250亿美元,刷新了2018年 CVS Health发债时所创的1200亿美元的认购纪录。\n穆迪评级高级信贷官Emile El Nems评论称:“这些公司表示它们受到产能限制,再加上AI计算可能带来的潜在需求,你会发现科技公司进入债市已成为一种明显趋势。”\n\n供应增加引发利差担忧\n\n科技公司举债激增已开始显现对企业债券估值的影响。摩根大通信贷策略师Eric Beinstein和Nathaniel Rosenbaum在周一的报告中指出,11月初发债活动可能保持活跃,部分原因是一些频繁发债的公司尚未进入市场,可能希望在年底前发行。\n\"随着投资者思考近期与AI相关的发债及其对2026年供应速度的影响,利差有进一步小幅扩大的空间,\"分析师写道,\"但鉴于收益率仍处于有吸引力的水平且企业盈利强劲,很难看到这种温和扩大演变为更大规模的抛售。\"\nAlphabet在数字服务领域保持领先地位,尤其是通过其整合了Gemini AI平台的谷歌搜索服务。该公司还通过广告和YouTube业务占据主导市场地位。Emile El Nems表示,Alphabet、甲骨文和Meta的杠杆率也低于同行,这为它们提供了更多举债空间。","news_type":1,"symbols_score_info":{"GOOG":2,"GOOGL":2}},"isVote":1,"tweetType":1,"viewCount":7,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":496464134984040,"gmtCreate":1762229992872,"gmtModify":1762234832945,"author":{"id":"3472168066649546","authorId":"3472168066649546","name":"特朗普军队狙击手","avatar":"https://static.tigerbbs.com/6ed224a21da601aa28d47ca5ac19c745","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3472168066649546","authorIdStr":"3472168066649546"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/GOOGL\">$谷歌A(GOOGL)$ </a> 大跌在即,腾讯才多少钱,这谷歌就是垃圾。","listText":"<a 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做空美国?不可能","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/410963105280640","isVote":1,"tweetType":1,"viewCount":752,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":399151806906960,"gmtCreate":1738472011232,"gmtModify":1738720481338,"author":{"id":"3472168066649546","authorId":"3472168066649546","name":"特朗普军队狙击手","avatar":"https://static.tigerbbs.com/6ed224a21da601aa28d47ca5ac19c745","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3472168066649546","authorIdStr":"3472168066649546"},"themes":[],"htmlText":"微软在2024年第四季度触底反弹。根据微软2024财年第二季度财报,该季度微软的营收和净利润均实现了显著增长。具体来说,该季度微软的营收达到696亿美元,同比增长12%,净利润为241亿美元,同比增长10%。营收和净利润增长:微软2024财年第二季度营收达到696亿美元,同比增长12%;净利润为241亿美元,同比增长10%。云计算业务收入达409亿美元,同比增长21%,其中智能云业务营收为255亿美元,同比增长19%。业务板块表现:微软的云计算业务大幅增长,带动了整体营收的提升。智能云业务营收为255亿美元,同比增长19%。此外,微软表示将继续投资云计算和人工智能基础设施,并预计人工智能业务年收入将超过130亿美元,同比增长175%。 这些数据表明,微软在2024年第四季度实现了显著的财务增长,显示出其业务的强劲复苏势头。","listText":"微软在2024年第四季度触底反弹。根据微软2024财年第二季度财报,该季度微软的营收和净利润均实现了显著增长。具体来说,该季度微软的营收达到696亿美元,同比增长12%,净利润为241亿美元,同比增长10%。营收和净利润增长:微软2024财年第二季度营收达到696亿美元,同比增长12%;净利润为241亿美元,同比增长10%。云计算业务收入达409亿美元,同比增长21%,其中智能云业务营收为255亿美元,同比增长19%。业务板块表现:微软的云计算业务大幅增长,带动了整体营收的提升。智能云业务营收为255亿美元,同比增长19%。此外,微软表示将继续投资云计算和人工智能基础设施,并预计人工智能业务年收入将超过130亿美元,同比增长175%。 这些数据表明,微软在2024年第四季度实现了显著的财务增长,显示出其业务的强劲复苏势头。","text":"微软在2024年第四季度触底反弹。根据微软2024财年第二季度财报,该季度微软的营收和净利润均实现了显著增长。具体来说,该季度微软的营收达到696亿美元,同比增长12%,净利润为241亿美元,同比增长10%。营收和净利润增长:微软2024财年第二季度营收达到696亿美元,同比增长12%;净利润为241亿美元,同比增长10%。云计算业务收入达409亿美元,同比增长21%,其中智能云业务营收为255亿美元,同比增长19%。业务板块表现:微软的云计算业务大幅增长,带动了整体营收的提升。智能云业务营收为255亿美元,同比增长19%。此外,微软表示将继续投资云计算和人工智能基础设施,并预计人工智能业务年收入将超过130亿美元,同比增长175%。 这些数据表明,微软在2024年第四季度实现了显著的财务增长,显示出其业务的强劲复苏势头。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/399151806906960","isVote":1,"tweetType":1,"viewCount":1402,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":397770022498544,"gmtCreate":1738134324898,"gmtModify":1738134620957,"author":{"id":"3472168066649546","authorId":"3472168066649546","name":"特朗普军队狙击手","avatar":"https://static.tigerbbs.com/6ed224a21da601aa28d47ca5ac19c745","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3472168066649546","authorIdStr":"3472168066649546"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/MNSO\">$名创优品(MNSO)$ </a> 大概率又是骗子公司","listText":"<a href=\"https://laohu8.com/S/MNSO\">$名创优品(MNSO)$ </a> 大概率又是骗子公司","text":"$名创优品(MNSO)$ 大概率又是骗子公司","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/397770022498544","isVote":1,"tweetType":1,"viewCount":815,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":496464134984040,"gmtCreate":1762229992872,"gmtModify":1762234832945,"author":{"id":"3472168066649546","authorId":"3472168066649546","name":"特朗普军队狙击手","avatar":"https://static.tigerbbs.com/6ed224a21da601aa28d47ca5ac19c745","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3472168066649546","authorIdStr":"3472168066649546"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/GOOGL\">$谷歌A(GOOGL)$ </a> 大跌在即,腾讯才多少钱,这谷歌就是垃圾。","listText":"<a href=\"https://laohu8.com/S/GOOGL\">$谷歌A(GOOGL)$ </a> 大跌在即,腾讯才多少钱,这谷歌就是垃圾。","text":"$谷歌A(GOOGL)$ 大跌在即,腾讯才多少钱,这谷歌就是垃圾。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/496464134984040","isVote":1,"tweetType":1,"viewCount":54,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":496665156112824,"gmtCreate":1762278743257,"gmtModify":1762278745652,"author":{"id":"3472168066649546","authorId":"3472168066649546","name":"特朗普军队狙击手","avatar":"https://static.tigerbbs.com/6ed224a21da601aa28d47ca5ac19c745","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3472168066649546","authorIdStr":"3472168066649546"},"themes":[],"title":"","htmlText":"😁这家公司是不是后知后觉,别人早就完开始了,","listText":"😁这家公司是不是后知后觉,别人早就完开始了,","text":"😁这家公司是不是后知后觉,别人早就完开始了,","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/496665156112824","repostId":"2580443682","repostType":2,"repost":{"id":"2580443682","kind":"highlight","weMediaInfo":{"introduction":"追踪全球财经热点,精选影响您财富的资讯,投资理财必备神器!","home_visible":1,"media_name":"华尔街见闻","id":"1084101182","head_image":"https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e"},"pubTimestamp":1762196889,"share":"https://www.laohu8.com/m/news/2580443682?lang=&edition=full","pubTime":"2025-11-04 03:08","market":"nz","language":"zh","title":"AI军备竞赛助长科技巨头融资潮,Meta之后谷歌母公司拟发债超200亿美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2580443682","media":"华尔街见闻","summary":"Alphabet计划在美国和欧洲分别发行约150亿美元的美元债和65亿欧元的欧元债,其美元债吸引约900亿美元的认购需求,美元债发行额定在175亿美元。上周四Meta发债300亿美元,创今年高等级公司债发行最高规模,认购额峰值1250亿美元创纪录。","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/GOOG\">谷歌</a>母公司Alphabet Inc.正计划在美国和欧洲市场筹集约220亿美元债券,成为继<a href=\"https://laohu8.com/S/META\">Meta</a>和<a href=\"https://laohu8.com/S/ORCL\">甲骨文</a>之后最新一家大举举债的科技巨头,凸显人工智能(AI)军备竞赛正推动科技行业进入新一轮融资周期。</p>\n<p>美东时间11月3日周一,据媒体报道,Alphabet计划在美国市场发行约150亿美元债券,并已启动价值65亿欧元(约合74.8亿美元)的欧元债券发行。此后报道称,该司的美元债券发行吸引了约900亿美元的认购需求。Alphabet将美元债券发行金额定在175亿美元。</p>\n<p>继上周四Meta创纪录发债后,Alphabet的超大规模发债再次彰显了投资者对科技巨头债券的强劲兴趣。此次发债距离Alphabet上周三盘后发布财报不到一周。</p>\n<p>财报显示,三季度<a href=\"https://laohu8.com/S/GOOGL\">谷歌</a>的云计算和AI服务需求激增,总营收史上首次突破1000亿美元大关,剔除流量获取成本(TAC)后营收同比增长13%至875亿美元,创2022年初以来最高增速。当季谷歌云的收入更是猛增34%、突破150亿美元,有望成为仅次于搜索广告的公司第二大收入来源。</p>\n<p>发布财报时,Alphabet管理层将今年的资本支出预期从850亿美元上调至910亿-930亿美元的创纪录年度水平,用于加速AI开发和数据中心建设,远超市场预期的806.7亿美元。他们还明确表示2026年的公司资本支出将"显著增加"。</p>\n<p>科技公司的举债热潮已开始对企业的债券估值产生影响,甚至在美国债市引发连锁反应。彭博指数数据显示,美国投资级债券的平均利差上周五上升2个基点至78个基点。上周华尔街见闻援引分析称,Meta创今年内最大规模的单笔公司债发行计划重新开启了公司债供应闸门,并成为推动美国国债收益率走高的因素之一。</p>\n<div>\n<h2>发债规模超预期 期限跨度达50年</h2>\n</div>\n<p>Alphabet计划将美国债券发行分为多达8个部分,期限从3年到50年不等。据知情人士透露,期限最长部分的收益率可能比美国国债高出约1.35个百分点。</p>\n<p>欧元债券发行规模比预期高出2.5亿欧元。其中3年期欧元债券的利差为基准利率上方25个基点,而39年期部分的利差为158个基点。</p>\n<p>这是Alphabet自今年4月以来首次在欧美市场发债。<a href=\"https://laohu8.com/S/MCO\">穆迪</a>评级在本周一的报告中表示,Alphabet将把发债所得用于一般企业用途,可能包括偿还部分未偿债务。这些债券预计将获得穆迪Aa2评级、即穆迪的第三高信用等级,比标普的评级高出一档。</p>\n<p>Alphabet的美元债券发行由<a href=\"https://laohu8.com/S/GS\">高盛</a>、<a href=\"https://laohu8.com/S/HSBC\">汇丰</a>、<a href=\"https://laohu8.com/S/JPM\">摩根大通</a>、美国银行、花旗、<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>和<a href=\"https://laohu8.com/S/WFC\">富国银行</a>等银行牵头。欧元债券发行由高盛、汇丰、摩根大通、<a href=\"https://laohu8.com/S/0HB5.UK\">法国巴黎银行</a>、法国农业信贷银行和<a href=\"https://laohu8.com/S/DB\">德意志银行</a>等银行牵头。定价预计于周一完成。</p>\n<div>\n<h2>AI支出推动科技业3万亿美元投资计划</h2>\n</div>\n<p>科技公司对由巨型数据中心和大量服务器驱动的未来押注,正在推高AI支出。摩根士丹利预计,到2028年,被称为"超大规模云服务商"的大型科技公司将在数据中心等基础设施上投资约3万亿美元,其中约一半将通过现金流融资。</p>\n<p>Alphabet的最新发债正值其云和AI服务需求激增之际。该公司正投入创纪录资金加速AI开发,并将AI进一步整合到包括搜索在内的热门产品中。</p>\n<p>这一举债浪潮在科技行业正成为趋势。甲骨文今年9月递交监管方的文件披露,启动180亿美元投资级债券发行。一个多月后,Meta上月四刚刚完成300亿美元的债券发行,创今年内高等级公司债发行规模的最高纪录。而且在Meta新发债券的认购额在峰值时达到1250亿美元,刷新了2018年 CVS Health发债时所创的1200亿美元的认购纪录。</p>\n<p>穆迪评级高级信贷官Emile El Nems评论称:“这些公司表示它们受到产能限制,再加上AI计算可能带来的潜在需求,你会发现科技公司进入债市已成为一种明显趋势。”</p>\n<div>\n<h2>供应增加引发利差担忧</h2>\n</div>\n<p>科技公司举债激增已开始显现对企业债券估值的影响。摩根大通信贷策略师Eric Beinstein和Nathaniel Rosenbaum在周一的报告中指出,11月初发债活动可能保持活跃,部分原因是一些频繁发债的公司尚未进入市场,可能希望在年底前发行。</p>\n<p>"随着投资者思考近期与AI相关的发债及其对2026年供应速度的影响,利差有进一步小幅扩大的空间,"分析师写道,"但鉴于收益率仍处于有吸引力的水平且企业盈利强劲,很难看到这种温和扩大演变为更大规模的抛售。"</p>\n<p>Alphabet在数字服务领域保持领先地位,尤其是通过其整合了Gemini AI平台的谷歌搜索服务。该公司还通过广告和YouTube业务占据主导市场地位。Emile El Nems表示,Alphabet、甲骨文和Meta的杠杆率也低于同行,这为它们提供了更多举债空间。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>AI军备竞赛助长科技巨头融资潮,Meta之后谷歌母公司拟发债超200亿美元</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAI军备竞赛助长科技巨头融资潮,Meta之后谷歌母公司拟发债超200亿美元\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-11-04 03:08 北京时间 <a href=https://wallstreetcn.com/articles/3758587><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>谷歌母公司Alphabet Inc.正计划在美国和欧洲市场筹集约220亿美元债券,成为继Meta和甲骨文之后最新一家大举举债的科技巨头,凸显人工智能(AI)军备竞赛正推动科技行业进入新一轮融资周期。\n美东时间11月3日周一,据媒体报道,Alphabet计划在美国市场发行约150亿美元债券,并已启动价值65亿欧元(约合74.8亿美元)的欧元债券发行。此后报道称,该司的美元债券发行吸引了约900亿美元...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3758587\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f348812ea39b45cad3d64af127992eb9","relate_stocks":{"LU2347655073.USD":"JPM GLOBAL INCOME \"A\" (USDHDG) INC A","LU2265009873.SGD":"Eastspring Investments - Global Growth Equity AS SGD-H","LU0225283273.USD":"SCHRODER ISF GLOBAL EQUITY ALPHA \"A\" (USD) ACC","LU1221951046.USD":"NORDEA 1 STABLE RETURN \"HM\" (USDHDG) INC","LU2168563687.JPY":"AZ ALLOCATION - TREND \"AAZ\" (JPYHDG) ACC","LU1935042488.USD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME \"AA\" (USD) INC","LU0276348264.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN\"AUP\" (USD) INC","LU1221951129.SGD":"NORDEA 1 STABLE RETURN \"HM\" (SGDHDG) INC","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","LU0109392836.USD":"富兰克林科技股A","LU0985489474.SGD":"First Eagle Amundi International AHS-C SGD-H","BK4534":"瑞士信贷持仓","LU0211327993.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (USD) ACC","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","LU1992135472.HKD":"ALLIANZ GLOBAL INTELLIGENT CITIES \"AT\" (HKD) ACC","SG9999015945.SGD":"LionGlobal Disruptive Innovation Fund A SGD","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","LU0345768740.USD":"NINETY ONE GSF GLOBAL STRATEGIC MANAGED \"A\" (USD) INC","LU0345770308.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) ACC","LU2077746001.SGD":"Blackrock ESG Multi-Asset A2 SGD-H","LU1585245621.USD":"EASTSPRING INV GLOBAL LOW VOLATILITY EQUITY FUND \"A\" (USD) ACC B","LU1066051498.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (USD) INC","LU1564329628.SGD":"Blackrock Dynamic High Income A2 SGD-H","GOOG":"谷歌","LU2028103732.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"AMG\" (USD) INC","LU2237443978.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc SGD-H","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","BK4538":"云计算","GOOGL":"谷歌A","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","LU0130103400.USD":"Natixis Harris Associates Global Equity RA USD","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","LU0738911758.USD":"Blackrock Global Equity Income A6 USD","LU2286300806.USD":"Allianz Cyber Security AT Acc USD","LU0726765562.USD":"JPM GLOBAL INCOME \"A\" (USD HEDGED) INC","LU2168564495.EUR":"AZ ALLOCATION - TREND \"AI\" (EUR) ACC","LU0097036916.USD":"贝莱德美国增长A2 USD","LU0130102774.USD":"Natixis Harris Associates US Equity RA USD"},"source_url":"https://wallstreetcn.com/articles/3758587","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2580443682","content_text":"谷歌母公司Alphabet Inc.正计划在美国和欧洲市场筹集约220亿美元债券,成为继Meta和甲骨文之后最新一家大举举债的科技巨头,凸显人工智能(AI)军备竞赛正推动科技行业进入新一轮融资周期。\n美东时间11月3日周一,据媒体报道,Alphabet计划在美国市场发行约150亿美元债券,并已启动价值65亿欧元(约合74.8亿美元)的欧元债券发行。此后报道称,该司的美元债券发行吸引了约900亿美元的认购需求。Alphabet将美元债券发行金额定在175亿美元。\n继上周四Meta创纪录发债后,Alphabet的超大规模发债再次彰显了投资者对科技巨头债券的强劲兴趣。此次发债距离Alphabet上周三盘后发布财报不到一周。\n财报显示,三季度谷歌的云计算和AI服务需求激增,总营收史上首次突破1000亿美元大关,剔除流量获取成本(TAC)后营收同比增长13%至875亿美元,创2022年初以来最高增速。当季谷歌云的收入更是猛增34%、突破150亿美元,有望成为仅次于搜索广告的公司第二大收入来源。\n发布财报时,Alphabet管理层将今年的资本支出预期从850亿美元上调至910亿-930亿美元的创纪录年度水平,用于加速AI开发和数据中心建设,远超市场预期的806.7亿美元。他们还明确表示2026年的公司资本支出将\"显著增加\"。\n科技公司的举债热潮已开始对企业的债券估值产生影响,甚至在美国债市引发连锁反应。彭博指数数据显示,美国投资级债券的平均利差上周五上升2个基点至78个基点。上周华尔街见闻援引分析称,Meta创今年内最大规模的单笔公司债发行计划重新开启了公司债供应闸门,并成为推动美国国债收益率走高的因素之一。\n\n发债规模超预期 期限跨度达50年\n\nAlphabet计划将美国债券发行分为多达8个部分,期限从3年到50年不等。据知情人士透露,期限最长部分的收益率可能比美国国债高出约1.35个百分点。\n欧元债券发行规模比预期高出2.5亿欧元。其中3年期欧元债券的利差为基准利率上方25个基点,而39年期部分的利差为158个基点。\n这是Alphabet自今年4月以来首次在欧美市场发债。穆迪评级在本周一的报告中表示,Alphabet将把发债所得用于一般企业用途,可能包括偿还部分未偿债务。这些债券预计将获得穆迪Aa2评级、即穆迪的第三高信用等级,比标普的评级高出一档。\nAlphabet的美元债券发行由高盛、汇丰、摩根大通、美国银行、花旗、摩根士丹利和富国银行等银行牵头。欧元债券发行由高盛、汇丰、摩根大通、法国巴黎银行、法国农业信贷银行和德意志银行等银行牵头。定价预计于周一完成。\n\nAI支出推动科技业3万亿美元投资计划\n\n科技公司对由巨型数据中心和大量服务器驱动的未来押注,正在推高AI支出。摩根士丹利预计,到2028年,被称为\"超大规模云服务商\"的大型科技公司将在数据中心等基础设施上投资约3万亿美元,其中约一半将通过现金流融资。\nAlphabet的最新发债正值其云和AI服务需求激增之际。该公司正投入创纪录资金加速AI开发,并将AI进一步整合到包括搜索在内的热门产品中。\n这一举债浪潮在科技行业正成为趋势。甲骨文今年9月递交监管方的文件披露,启动180亿美元投资级债券发行。一个多月后,Meta上月四刚刚完成300亿美元的债券发行,创今年内高等级公司债发行规模的最高纪录。而且在Meta新发债券的认购额在峰值时达到1250亿美元,刷新了2018年 CVS Health发债时所创的1200亿美元的认购纪录。\n穆迪评级高级信贷官Emile El Nems评论称:“这些公司表示它们受到产能限制,再加上AI计算可能带来的潜在需求,你会发现科技公司进入债市已成为一种明显趋势。”\n\n供应增加引发利差担忧\n\n科技公司举债激增已开始显现对企业债券估值的影响。摩根大通信贷策略师Eric Beinstein和Nathaniel Rosenbaum在周一的报告中指出,11月初发债活动可能保持活跃,部分原因是一些频繁发债的公司尚未进入市场,可能希望在年底前发行。\n\"随着投资者思考近期与AI相关的发债及其对2026年供应速度的影响,利差有进一步小幅扩大的空间,\"分析师写道,\"但鉴于收益率仍处于有吸引力的水平且企业盈利强劲,很难看到这种温和扩大演变为更大规模的抛售。\"\nAlphabet在数字服务领域保持领先地位,尤其是通过其整合了Gemini AI平台的谷歌搜索服务。该公司还通过广告和YouTube业务占据主导市场地位。Emile El Nems表示,Alphabet、甲骨文和Meta的杠杆率也低于同行,这为它们提供了更多举债空间。","news_type":1,"symbols_score_info":{"GOOG":2,"GOOGL":2}},"isVote":1,"tweetType":1,"viewCount":7,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":496253564027328,"gmtCreate":1762178941721,"gmtModify":1762178943493,"author":{"id":"3472168066649546","authorId":"3472168066649546","name":"特朗普军队狙击手","avatar":"https://static.tigerbbs.com/6ed224a21da601aa28d47ca5ac19c745","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3472168066649546","authorIdStr":"3472168066649546"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/GOOGL\">$谷歌A(GOOGL)$ </a> AI出来很多东西是大利空,爆炸在即。","listText":"<a 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做空美国?不可能","text":"$标普500(.SPX)$ 做空美国?不可能","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/410963105280640","isVote":1,"tweetType":1,"viewCount":752,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":399151806906960,"gmtCreate":1738472011232,"gmtModify":1738720481338,"author":{"id":"3472168066649546","authorId":"3472168066649546","name":"特朗普军队狙击手","avatar":"https://static.tigerbbs.com/6ed224a21da601aa28d47ca5ac19c745","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3472168066649546","authorIdStr":"3472168066649546"},"themes":[],"htmlText":"微软在2024年第四季度触底反弹。根据微软2024财年第二季度财报,该季度微软的营收和净利润均实现了显著增长。具体来说,该季度微软的营收达到696亿美元,同比增长12%,净利润为241亿美元,同比增长10%。营收和净利润增长:微软2024财年第二季度营收达到696亿美元,同比增长12%;净利润为241亿美元,同比增长10%。云计算业务收入达409亿美元,同比增长21%,其中智能云业务营收为255亿美元,同比增长19%。业务板块表现:微软的云计算业务大幅增长,带动了整体营收的提升。智能云业务营收为255亿美元,同比增长19%。此外,微软表示将继续投资云计算和人工智能基础设施,并预计人工智能业务年收入将超过130亿美元,同比增长175%。 这些数据表明,微软在2024年第四季度实现了显著的财务增长,显示出其业务的强劲复苏势头。","listText":"微软在2024年第四季度触底反弹。根据微软2024财年第二季度财报,该季度微软的营收和净利润均实现了显著增长。具体来说,该季度微软的营收达到696亿美元,同比增长12%,净利润为241亿美元,同比增长10%。营收和净利润增长:微软2024财年第二季度营收达到696亿美元,同比增长12%;净利润为241亿美元,同比增长10%。云计算业务收入达409亿美元,同比增长21%,其中智能云业务营收为255亿美元,同比增长19%。业务板块表现:微软的云计算业务大幅增长,带动了整体营收的提升。智能云业务营收为255亿美元,同比增长19%。此外,微软表示将继续投资云计算和人工智能基础设施,并预计人工智能业务年收入将超过130亿美元,同比增长175%。 这些数据表明,微软在2024年第四季度实现了显著的财务增长,显示出其业务的强劲复苏势头。","text":"微软在2024年第四季度触底反弹。根据微软2024财年第二季度财报,该季度微软的营收和净利润均实现了显著增长。具体来说,该季度微软的营收达到696亿美元,同比增长12%,净利润为241亿美元,同比增长10%。营收和净利润增长:微软2024财年第二季度营收达到696亿美元,同比增长12%;净利润为241亿美元,同比增长10%。云计算业务收入达409亿美元,同比增长21%,其中智能云业务营收为255亿美元,同比增长19%。业务板块表现:微软的云计算业务大幅增长,带动了整体营收的提升。智能云业务营收为255亿美元,同比增长19%。此外,微软表示将继续投资云计算和人工智能基础设施,并预计人工智能业务年收入将超过130亿美元,同比增长175%。 这些数据表明,微软在2024年第四季度实现了显著的财务增长,显示出其业务的强劲复苏势头。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/399151806906960","isVote":1,"tweetType":1,"viewCount":1402,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}