Palantir（PLTR）股价短线跳水，日内整体跌幅扩大至3.3%。 据The Information报道，美国国防部测试由微软和OpenAI提供的人工智能（AI）模型。 ...

据The Information：微软(MSFT.O)正通过人工智能吸引客户，以摆脱对Salesforce和其他竞争对手的依 赖。 ...

微软为Edge网页浏览器推出Copilot模型。 ...

微软(MSFT.O)：自7月28日起，Edge浏览器中的Copilot支持自然语音导航，该模式将于7月28日起在 Windows和Mac电脑的Copilot市场中限时免费开放。 ...

Core Viewpoint - Microsoft is expected to report strong Q4 FY2025 earnings driven by AI infrastructure investments and robust cloud computing demand, with revenue projected to grow by 13.88% year-over-year to $73.71 billion and earnings per share increasing by 13.56% to $3.35 [1] Group 1: Revenue Growth by Segment - Productivity and Business Processes segment revenue is expected to grow by 12.2% year-over-year to $32.1 billion, with Microsoft 365 commercial cloud projected to grow approximately 14% at constant currency [1] - Intelligent Cloud segment remains the main growth engine, with revenue expected to increase by 21.5% year-over-year to $28.89 billion, driven by Azure's anticipated growth of 34% to 35% at constant currency [2] - Personal Computing segment revenue is projected to grow by 1% year-over-year to $12.43 billion, benefiting from new features and improved PC demand trends [2] Group 2: Strategic Initiatives and Investments - Microsoft has planned $80 billion in capital expenditures for FY2025, primarily for building new data centers globally, with most investments focused in the U.S. [2] - At the Build 2025 developer conference, Microsoft showcased its comprehensive AI platform strategy, reinforcing its leadership in enterprise AI adoption and laying a solid foundation for FY2026 [2] - The company’s leading position in AI and dominance in cloud services reflect its sustainable competitive advantages, despite high valuations and increasing competition [3]

微软CEO纳德拉（Satya Nadella）的一份内部公开信正在揭示科技行业的残酷转型现实：在AI驱动的变 革中，即使业绩蒸蒸日上的公司也将大规模裁员，软件行业将首当其冲承受这一冲击。 Nadella在备忘录中写道： "从任何客观标准来看，微软都在蓬勃发展：我们的市场表现、战略定位和增长都指向上升 趋势。我们在资本支出上的投资比以往任何时候都多。这就是在一个没有特许价值的行业中 成功的谜题。" 据见闻此前文章，今年7月，微软针对销售岗的9000人削减，恰发生在一季度营收加速增长后。公司今 年累计裁员1.5万人创历史记录，同期AI基础设施投入激增至800亿美元。 这段话试图为一个困难的问题提供答案：一家公司如何能够"比以往更成功"的同时却要裁员？ 在这份为9000名员工裁员进行辩护的1150字备忘录中，纳德拉试图调和两个看似矛盾的现实——公 司"比以往任何时候都更成功"，却仍要削减就业岗位。这一叙述框架反映出AI理论上将让公司更有盈利 能力，但雇佣更少员工的严峻现实。 纳德拉在备忘录中反复提及"忘却旧知识"和"学习新技能"，暗示部分员工的技能已经过时，公司选择雇 用更少但更符合AI战略的专业人才。 分析指出， ...

Group 1 - Multiple companies are scheduled to release their earnings reports throughout the week, indicating a busy earnings season [1] - On Monday, companies like 铿腾电子 are set to report their performance [1] - On Tuesday, Stellantis and AstraZeneca will release their earnings before the European market opens [1] Group 2 - Major U.S. companies such as Boeing, UnitedHealth, and Procter & Gamble are expected to report earnings before the U.S. market opens on Tuesday [1] - Following that, Visa, Booking, and Starbucks will report their earnings after the U.S. market closes on Tuesday [1] - On Wednesday, significant tech companies including Microsoft, Meta Platforms, Qualcomm, and Arm Holdings are scheduled to release their earnings after the U.S. market closes [1] Group 3 - Mastercard is set to report its earnings before the U.S. market opens on Thursday [1] - Apple, Amazon, MicroStrategy, Coinbase, and Coherent will report their earnings after the U.S. market closes on Thursday [1] - On Friday, ExxonMobil, Chevron, and Regeneron Pharmaceuticals are expected to release their earnings before the U.S. market opens [1]

微软目前有大约 22 万名员工，因此很难从外部全面了解公司内部员工的情绪。 微软发言人弗兰克・肖表示："我们公司规模庞大，员工的反馈各不相同，既有积极的，也有建设性的。萨提亚收到了许多员工的反馈，他们欣赏他的领导 力，并且对他的信件内容和语气给予了肯定。" 有员工表示，自己无法确定纳德拉是在安抚员工情绪，还是在为更多的困难做准备。 另一名员工则认为，相比员工本身，微软更注重关键绩效指标（KPI）。 IT之家 7 月 26 日消息，微软 CEO 萨提亚・纳德拉近期撰写了一份备忘录，试图解释在实现巨大利润并在 AI 领域投入数十亿美元的情况下，为何仍然进行 裁员。 今年，微软已经裁减了数千名员工。过去三个财季中，微软赚取了 750 亿美元（IT之家注：现汇率约合 5373.65 亿元人民币）的利润，并计划在 2025 年投 入 800 亿美元（现汇率约合 5731.89 亿元人民币）建设 AI 基础设施。公司的股价本月初也创下了历史新高。 纳德拉在周四向员工发出的备忘录中，称这种"看似矛盾"的现象为"成功之谜"。他表示，微软预计员工总数将保持基本稳定。 据《商业内幕》今日报道，在公司内部，一些员工开始猜测纳德拉为 ...

市场消息：微软(MSFT.O)调查其警报系统泄漏是否导致黑客攻击。 ...

智通财经7月26日电，微软调查警报程序信息泄露是否导致黑客攻击。 ...