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美股
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微軟
373.11
-9.0300
-2.36%
盤前:
357.64
-15.4700
-4.15%
07:37 EDT
成交量:
3,019.80萬
成交額:
112.90億
市值:
2.77萬億
市盈率:
30.07
高:
377.48
開:
374.79
低:
369.35
收:
382.14
資料載入中...
總覽
公司
新聞
公告
概念
網絡遊戲
-2.48%
高盛持倉
-4.80%
ChatGPT概念
-5.25%
景林資產持倉
-5.72%
橋水持倉
-3.07%
遠程辦公概念
-3.19%
資金流向
資金流入:
資金流出:
實時
日
周
月
季度
年
新聞
AI熱潮消退再添實證?微軟被曝退出多地數據中心租賃談判或開發
智通财经
·
15小時前
微軟技術許可公司取得跨虛擬機邊界的低時延事件專利
金融界
·
45分鐘前
微軟砍單以及傑文斯悖論效應疑似減弱
华尔街见闻
·
7小時前
微軟50歲生日,聊聊它在我身上烙下的7個印記
市场投研资讯
·
8小時前
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03:46","pubTimestamp":1743709597,"startTime":"0","endTime":"0","summary":"智通财经APP获悉,微软在全球各地的数据中心项目都有所缩减,这表明该公司正在对其建设为人工智能和云计算提供动力的服务器群的计划进行更严格的审查。据知情人士透露,微软最近退出了在英国伦敦和剑桥之间租用场地的谈判,该场地因能够承载先进的英伟达芯片而被推向市场。微软还放缓了其谈判进程。微软承认对数据中心计划进行了调整,但未对大多数项目作出具体说明。","market":"us","thumbnail":"https://static.tigerbbs.com/a9e6cb1a33dd64f159118795f199c2f3","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/a9e6cb1a33dd64f159118795f199c2f3"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1273992.html","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"-1","news_top_title":"AI热潮消退再添实证?微软被曝退出多地数据中心租赁谈判或开发","news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["IE0034235303.USD","LU0323591593.USD","LU0095938881.EUR","LU1670628061.USD","LU0256863811.USD","LU1064131342.USD","LU1868836914.USD","LU0472753341.HKD","LU0353189763.USD","LU0949170426.SGD","LU2403377893.USD","IE00BKDWB100.SGD","LU0080751232.USD","MSFT","LU1366192091.USD","IE00B5949003.HKD","LU2125154778.USD","BK4525","LU0820562030.AUD","LU0256863902.USD","LU0289739343.SGD","LU1340139317.AUD","LU1935042991.SGD","LU1564329115.USD","LU0158827781.USD","LU2360108059.USD","BK4503","IE00BN8TJ469.HKD","LU0234572021.USD","LU2360032135.SGD","LU0957808578.USD","LU2065171402.SGD","IE00BBT3K403.USD","LU2247934214.USD","LU1629891620.HKD","LU0354030438.USD","LU1935043536.SGD","LU0390134368.USD","LU1839511570.USD","LU2265009873.SGD","LU1066051225.USD","LU0965509283.SGD","LU0320765059.SGD","LU1228905037.USD","LU1116320901.HKD","LU1121112475.USD","LU2089283258.USD","SG9999014906.USD","LU0124676726.USD","SG9999014880.SGD"],"gpt_icon":1},{"id":"2524208652","title":"微軟技術許可公司取得跨虛擬機邊界的低時延事件專利","url":"https://stock-news.laohu8.com/highlight/detail?id=2524208652","media":"金融界","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2524208652?lang=zh_tw&edition=fundamental","pubTime":"2025-04-04 18:52","pubTimestamp":1743763977,"startTime":"0","endTime":"0","summary":"金融界2025年4月4日消息,国家知识产权局信息显示,微软技术许可有限责任公司取得一项名为“跨虚拟机边界的低时延事件”的专利,授权公告号 CN 113424149 B,申请日期为 2019年12月。","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=nesSN20250404190321972e643b&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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11:53","pubTimestamp":1743738813,"startTime":"0","endTime":"0","summary":"微软砍单1.98GW为分期4年,相当于每年实际砍单为500MW。我们在2月中曾经与该专家联系,并详细了解了微软延迟两个IDC项目的原因,后续也被The Information/TD Cowen等证实。当时该专家提到Deepseek正在迅速带来GPU利用率的上升,这主要因为客户会出现Double Purchase情况,即在试用Deepseek的同时保留GPT/Llama等的使用,需要2个月时间观察最终影响。本次与该专家沟通,出现了新的变化。对于文中的CAPEX估算不用过于在意,很难准确,主要看边际变化。","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=nesSN20250404120016a44d6d6d&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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11:18","pubTimestamp":1743736680,"startTime":"0","endTime":"0","summary":"今天,微软50岁了。50年前,第一台面向普通消费者的个人电脑上市,名叫Altair 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