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393.31

-3.5800-0.90%

盘后：392.53-0.7800-0.20%19:59 EST

成交量：2,203.41万

成交额：86.25亿

市值：2.92万亿

市盈率：31.69

高：394.80

开：392.32

低：385.54

收：396.89

数据加载中...

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亿美元的价格收购。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20250225:nL3T3PG1AG:1","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU2242649171.HKD","BK4538","LU1642822529.SGD","LU0094547139.USD","LU1989764748.USD","LU1059921491.USD","LU2092937221.SGD","SG9999014542.SGD","LU2357305700.SGD","LU0082616367.USD","LU2471134952.CNY","LU1564329115.USD","LU0390134368.USD","LU2237443622.USD","LU2471134796.USD","MSFT","LU2097344357.USD","LU0175139822.USD","LU0861579265.USD","LU0792757196.USD","LU1221951046.USD","LU1551013425.SGD","LU1935043023.USD","LU1629891620.HKD","LU0960925559.SGD","LU1244550577.SGD","LU2237443549.SGD","LU0323591593.USD","LU2095319765.USD","LU0081259029.USD","LU1043141123.HKD","LU1974910355.USD","LU2106854487.HKD","IE0034235295.USD","LU0265550359.USD","LU0889566641.SGD","LU0345768153.USD","LU2592432038.USD","LU0061474960.USD","LU2362541273.HKD","LU0061474705.USD","LU0545562505.USD","LU0784383803.USD","SG9999014567.USD","IE00B19Z9505.USD","LU1868836591.USD","LU1989773731.SGD","LU0289739343.SGD","LU1564329628.SGD","IE00BK4W5M84.HKD"],"gpt_icon":1},{"id":"2514802095","title":"“特稿”退租数据中心后 微软称800亿美元算力支出不变","url":"https://stock-news.laohu8.com/highlight/detail?id=2514802095","media":"新华社","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2514802095?lang=zh_cn&edition=fundamental","pubTime":"2025-02-25 20:25","pubTimestamp":1740486300,"startTime":"0","endTime":"0","summary":"退租数据中心后微软称800亿美元算力支出不变卜晓明美国微软公司一名发言人24日说，公司不会更改2025财政年度内在算力领域投入超过800亿美元的计划。微软股价21日下跌1.9%，24日下跌1.03%。美国大型技术企业对人工智能算力的巨额支出引发市场质疑。美国字母表公司4日说，今年资本支出预期达大约750亿美元。“元”公司说，随着公司建设更多数据中心和算力基础设施，其资本支出将达650亿美元。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025022520263598922ea2&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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19:23","pubTimestamp":1740482580,"startTime":"0","endTime":"0","summary":"本周市场重点关注英伟达财报与PCE通胀指标，微软砍掉了Wisconsin Kenosha和Georgia Atlanta两个数据中心。此举引发了华尔街对AI资本支出的担忧。美国TD Cowen周五撰文称，微软取消了与至少几家私营运营商的协议，原因是 “渠道检查 ”或对供应链供应商进行了调查。微软在周一的一份声明中重申了截至6月底的财年支出目标，但拒绝就TD Cowen的说明发表评论。目前尚不清楚微软撤消某些租约的确切原因。TD Cowen 分别表示，微软可能会将部分内部投资从国外重新分配到美国。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/stock/usstock/c/2025-02-25/doc-inemtcea8843090.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["LU2089284900.SGD","LU1267930730.SGD","LU2242650005.HKD","LU2458330169.SGD","LU1564329461.SGD","IE00B775SV38.USD","LU0528227936.USD","LU1934455277.USD","LU0784385840.USD","LU0472753341.HKD","LU1582987597.SGD","LU1366192091.USD","LU1718418525.SGD","LU2491050154.USD","BK4576","LU1934455194.USD","LU0348723411.USD","LU2362540622.SGD","LU0784383803.USD","LU1868837300.USD","LU0198837287.USD","LU2750360997.AUD","LU1548497426.USD","IE00BBT3K403.USD","LU0957808578.USD","LU2279689827.SGD","LU0310800379.SGD","IE000W1ABFV2.USD","LU0820561909.HKD","LU1582987324.SGD","LU0868494617.USD","IE00BJTD4N35.SGD","LU0894485498.HKD","LU1623119135.USD","LU0128525929.USD","LU1267930573.SGD","LU2360106780.USD","LU2592432038.USD","LU0347712357.USD","IE0003U64NQ7.SGD","MSFT","LU0234572021.USD","LU1340139317.AUD","LU0784385170.HKD","LU0882574139.USD","LU2462157665.USD","IE00B3S45H60.SGD","LU2361044865.SGD","IE0004445015.USD","LU1066051498.USD"],"gpt_icon":1},{"id":"2514093878","title":"“微软撤掉两个数据中心”引热议，回应来了","url":"https://stock-news.laohu8.com/highlight/detail?id=2514093878","media":"华尔街见闻","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2514093878?lang=zh_cn&edition=fundamental","pubTime":"2025-02-25 19:13","pubTimestamp":1740481980,"startTime":"0","endTime":"0","summary":"近期，“微软撤掉两个数据中心”引热议。TD Cowen认为，这些举动表明，微软可能正处于数据中心“供应过剩”的局面。面对市场质疑，微软迅速做出回应。微软砍掉两大数据中心，AI资本狂潮退潮？TD Cowen指出，微软此前激进扩张数据中心是基于对OpenAI需求的高预期，但如今这一预期被证明过于乐观。微软大规模放弃潜在数据中心容量和土地收购，表明其对数据中心容量的兴趣已因OpenAI需求降温而发生转变。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250225195605abdc5752&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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AI软件落地等带来的收入加速等业绩反转机会","url":"https://stock-news.laohu8.com/highlight/detail?id=2514051866","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2514051866?lang=zh_cn&edition=fundamental","pubTime":"2025-02-25 15:59","pubTimestamp":1740470359,"startTime":"0","endTime":"0","summary":"金吾财讯 | 国信证券 报告指出，4Q24 业绩公布后，Meta、亚马逊、微软、谷歌四大巨头股价走势出现分化，市场持续关注上述巨头后续的投资价值。该行看好美国互联网&软件巨头，并建议关注后续云厂商供应链改善、AI软件落地等带来的收入加速、利润率向上等业绩反转机会。","market":"hk","thumbnail":"https://static.szfiu.com/news/20210810/Njk4Yjg3Mzg2Yjg1ZDUyOTMxMTAxNzg2OTE3MjQ4.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20210810/Njk4Yjg3Mzg2Yjg1ZDUyOTMxMTAxNzg2OTE3MjQ4.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"285754","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU2092937148.SGD","USAW.SI","LU1201861165.SGD","GB00BDT5M118.USD","LU0097036916.USD","LU0795875086.SGD","BK4533","LU0792757196.USD","LU0719512351.SGD","LU2505996509.AUD","LU0960925559.SGD","LU2491050154.USD","MSFT","LU2461242641.AUD","LU2505996681.GBP","IE00B19Z3581.USD","LU2237957811.SGD","BK4551","LU0476273544.USD","LU0354030438.USD","LU2361044865.SGD","BK4503","BK4585","LU0109391861.USD","IE00B3SWFQ91.USD","LU0234572021.USD","LU0095938881.EUR","LU1623119135.USD","002736","LU1267930730.SGD","LU1720051017.SGD","LU2095319765.USD","IE0003U64NQ7.SGD","IE000KEQY171.SGD","GOOGL","IE00BN8TJ469.HKD","LU2362540622.SGD","AMZN","META","LU0072462426.USD","LU0345768740.USD","LU0203202063.USD","LU1551013342.USD","IE00BZ1G4Q59.USD","BK4543","LU1914381329.SGD","LU2089284900.SGD","LU1496350502.SGD","SG9999015945.SGD","LU0553294199.USD"],"gpt_icon":1},{"id":"2514805316","title":"微软再度引发“算力需求怀疑论”，美股走势不确定性加剧","url":"https://stock-news.laohu8.com/highlight/detail?id=2514805316","media":"新华财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2514805316?lang=zh_cn&edition=fundamental","pubTime":"2025-02-25 15:04","pubTimestamp":1740467087,"startTime":"0","endTime":"0","summary":"“算力需求怀疑论”再起道明银行旗下投行和金融服务机构TD Cowen发布“渠道调查”研报称，微软已取消了与美国至少两间营运商的数据中心租约，涉及功率总计数达百兆瓦。同时微软还缩减其海外开支计划，并将部分国际支出重新分配至美国市场。该行认为，微软此举可能表明其担忧数据中心或处在“供应过剩”的局面，AI算力短缺导致微软大量投资租赁数据中心，但目前情况可能发生了变化。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202502251504539891d315&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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14:30","pubTimestamp":1740465000,"startTime":"0","endTime":"0","summary":"来源：环球网 【环球网科技综合报道】2月25日消息，科技媒体PCWorld报道称，微软发言人针对有关广告版Office的传闻作出了正式回应。该发言人表示，目前广告版Office一直处于有限测试阶段，这是微软为了探索更多商业模式和满足不同用户需求而进行的一项尝试。然而，对于市场上流传的微软将推出免费、广告支持版Microsoft Office桌面应用的传言，发言人明确表示，目前微软并没有这样的计划。（青山）\n\n\n海量资讯、精准解读，尽在新浪财经APP","market":"sg","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/jjxw/2025-02-25/doc-inemssqf1249278.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["LU1548497426.USD","LU0289941410.SGD","LU2237443978.SGD","LU2456880835.USD","MSFT","IE0034235188.USD","IE00B3SWFQ91.USD","LU1670627923.USD","LU0170899867.USD","BK4581","IE00B1XK9C88.USD","LU0203201768.USD","LU0672654240.SGD","LU1839511570.USD","LU2106854487.HKD","LU2471134879.HKD","LU0994945656.USD","LU0417517546.SGD","LU1037948897.HKD","SG9999018865.SGD","LU2250418816.HKD","IE00B4YYXB79.USD","LU1043141123.HKD","LU0149725797.USD","LU0109391861.USD","LU1974910355.USD","LU0187121727.USD","LU2041044095.USD","LU1496350502.SGD","LU0061474960.USD","IE00BJLML261.HKD","LU1228905037.USD","LU2191332357.HKD","LU0323240290.USD","GB00BDT5M118.USD","LU0795875086.SGD","LU2108987350.USD","LU2361044865.SGD","LU2298321311.HKD","LU2362540622.SGD","LU1934455863.HKD","LU2362541513.USD","IE00BYXW3230.USD","LU0788109477.HKD","LU0511384066.AUD","LU1496350171.SGD","LU2491049909.HKD","LU2092937221.SGD","BK4535","BK4527"],"gpt_icon":0},{"id":"2514058391","title":"微软回应取消部分数据中心租约：某些领域战略性调整，坚持原定资本支出计划","url":"https://stock-news.laohu8.com/highlight/detail?id=2514058391","media":"澎湃新闻","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2514058391?lang=zh_cn&edition=fundamental","pubTime":"2025-02-25 14:26","pubTimestamp":1740464760,"startTime":"0","endTime":"0","summary":"科技巨头微软取消了部分数据中心租约，公司回应称将坚持执行原定资本支出计划。近日，美国券商TD Cowen发布报告称，微软已经取消了与美国多家私营数据中心运营商的数项租约。当地时间2月24日，微软方面回应称，公司将坚持进行2025财年超过800亿美元的资本支出计划，与此同时，微软可能会“在某些领域进行战略性调整”。截至第二财季，公司已经花掉了预计全年800亿美元资本支出中的420亿美元。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250225143308962f70fd&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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