微软(MESFT.US)财报亮眼却遭市场“用脚投票”：云业务增速微降 AI“狂烧钱”吓坏投资者_老虎社区_美港股上老虎

微软(MESFT.US)财报亮眼却遭市场“用脚投票”：云业务增速微降 AI“狂烧钱”吓坏投资者

智通财经01-29

【微软(MESFT.US)财报亮眼却遭市场“用脚投票”：云业务增速微降 AI“狂烧钱”吓坏投资者】智通财经APP获悉，周三美股盘后，微软(MSFT.US)公布了2026财年第二季度财报。尽管其营收与利润双双超出华尔街预期，且整体云业务营收首次突破500亿美元大关，但Azure云服务收入增速的放缓以及创纪录的资本开支，引发了投资者对人工智能(AI)投资回报周期的忧虑，这导致其股价在盘后交易中大幅下跌。

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