文章核心观点 - 全球经济因贸易政策不确定性加剧市场恐慌，尤其是美国互惠关税多变带来负面影响 [1] 相关要点 - 贸易政策不确定性包括美国互惠关税多变 [1] - 政策转变带来的负面影响有进口成本增加、全球供应链中断等 [1]

Microsoft (MSFT) has recently been on Zacks.com's list of the most searched stocks. Therefore, you might want to consider some of the key factors that could influence the stock's performance in the near future.Shares of this software maker have returned 0% over the past month versus the Zacks S&P 500 composite's -3.6% change. The Zacks Computer - Software industry, to which Microsoft belongs, has lost 0.5% over this period. Now the key question is: Where could the stock be headed in the near term?Although m ...

文章核心观点 - 微软在AI基础设施建设上战略调整，并非退缩而是再校准，未来更注重投资的策略性和市场变化 [10][12][20] 行业现状 - 自2022年底ChatGPT出现后，科技巨头纷纷投入巨资建设AI数据中心，推动AI行业扩张 [1] 微软策略调整 调整表态 - 微软云运营负责人称公司可能战略性调整计划，会放缓或暂停一些早期项目 [3][4] 调整表现 - 近六个月微软放弃美欧超2吉瓦AI云容量租赁，近一个月推迟和取消美欧现有数据中心租赁 [7][8] 调整原因 - 微软决定不支持OpenAI增量训练工作负载，且OpenAI可与其他云提供商合作 [8] - 数据中心供应相对当前需求预测可能过剩 [9] 调整本质 投资阶段转变 - 微软前期在土地和建筑上“过度支出”，现转向购买数据中心内GPU等计算设备 [11][12] 业务重心转移 - 从AI训练转向推理，推理技术要求低但市场更大，行业更关注高效基础设施 [13][14] 公司高层观点 - 微软AI负责人称公司计算消耗仍高，只是转向AI流程不同阶段，部分取消项目是探索性讨论 [16][17] 行业竞争格局 - 微软放弃海外市场容量时谷歌接手，在美国市场Meta填补空缺，超大规模云服务市场竞争激烈 [19]

文章核心观点 分析师自2014年持有微软股票，虽其增长不如“七巨头”部分同行，但仍看好 [1] 分析师情况 - 分析师是《华尔街日报》畅销书作者，有超20年股票和期权交易经验，其作品受多家权威媒体报道 [1] - 分析师2018年写《经济独立的千禧一代》，以自身35岁实现经济独立的故事激励读者 [1] - 分析师不关注商业时会为旅游博客写作，热衷跑车、科技和烹饪 [1] 持仓情况 - 分析师通过股票、期权或其他衍生品对亚马逊、谷歌、微软、苹果和Meta有长期持仓 [2]

EnglishItalianoEspañolPortuguêsDeutschالعربيةFrançaisImportant DisclaimersThe content provided on the website includes general news and publications, our personal analysis and opinions, and contents provided by third parties, which are intended for educational and research purposes only. It does not constitute, and should not be read as, any recommendation or advice to take any action whatsoever, including to make any investment or buy any product. When making any financial decision, you should perform your ...

Stocks looking cheap on the pullback.Volatility has certainly risen in the past few weeks, and a lot of high-quality stocks are trading much cheaper than they were. However, a falling stock price does not necessarily make a stock a great buy.However, in today's video, I will be discussing five stocks that do appear to be solid buys right now. These stocks range from growth stocks to dividend stocks. One of those stocks includes mega-cap giant Microsoft (MSFT -2.33%).Watch this short video to learn more, con ...

EnglishItalianoEspañolPortuguêsDeutschالعربيةFrançaisImportant DisclaimersThe content provided on the website includes general news and publications, our personal analysis and opinions, and contents provided by third parties, which are intended for educational and research purposes only. It does not constitute, and should not be read as, any recommendation or advice to take any action whatsoever, including to make any investment or buy any product. When making any financial decision, you should perform your ...

Microsoft announced on Friday that it is buying 3.7 million metric tons of carbon removal credits from CO280, a project developer that works with pulp and paper mills.The purchase covers 12 years of emissions from CO280’s first carbon capture project at a mill on the Gulf Coast. CO280 expects the facility to start capturing CO2 in 2028. Microsoft’s purchase should help it meet its goal of becoming a carbon-negative company by 2030 — that is, removing more carbon than its business produces. But even with M ...

Microsoft (MSFT -2.33%) and Johnson & Johnson (JNJ -1.64%) are leading companies in their respective industries. They both have impressive track records and have made their long-term shareholders significantly richer.Some might worry that it's too late to invest in these blue chip companies. Microsoft's market cap is $2.6 trillion, so some detractors feel it has little room to grow. Meanwhile, Johnson & Johnson is still dealing with thousands of talc-related lawsuits, and recently hit another road bump in t ...

文章核心观点 - 受中美贸易战升级、潜在关税影响及公司可能裁员和缩减数据中心投资等因素，微软股价下跌，但公司作为科技龙头仍有优势 [1][2][7] 分组1：股价表现 - 微软股价大幅下跌，截至美国东部时间下午2点09分，股价下跌3.2% [1][2] 分组2：贸易战及关税影响 - 特朗普宣布对中国进口商品关税提高到145%，对多数国家关税降至10%，投资者担忧关税混乱及影响会减缓消费和企业支出 [3] - 不确定潜在关税对科技行业影响，但可能不利，贸易战和高关税或使美国各行业业务放缓 [6] 分组3：公司业务调整 - 微软可能下月裁员，岗位多为中层管理，今年早些时候已裁员2000人 [2][5] - 公司“放缓或暂停”一些早期项目，包括在美国10亿美元的数据中心投资 [4] 分组4：公司优势 - 微软是美国科技龙头，未来有望从云计算和人工智能中受益，即便业务放缓也不会失去市场优势 [7]