格隆汇10月13日｜微软将于10月14日起停止对Windows 10系统提供安全更新和技术支援，这意味着大 量用户的电脑可能更容易遭到网路攻击。微软表示，虽然安装Windows 10系统的设备还可继续运行， 但将不再接受定期安全更新，同时部分应用程式的功能可能会减弱，建议用户尽快升级到Windows 11 系统。 ...

转自：央视财经 综合《新西兰先驱报》等媒体12日报道，美国微软公司将于10月14日起，停止对Windows 10系统提供安全更新和技术支持，这意味着大量用户的电脑可 能更容易遭到网络攻击。 微软表示，虽然安装Windows 10系统的设备还可继续运行，但将不再接受定期的安全更新，同时部分应用程序的功能可能会减弱。 另外，微软还建议用户尽快升级到Windows 11系统，但实际上，一些旧电脑并不符合运行新系统的硬件要求。 因此，这些用户要不选择更换设备，要不就要花30美元或1000个微软奖励积分来注册微软的扩展安全更新程序，该程序可帮助降低恶意软件攻击和网络安 全威胁的风险。 Windows 10于2015年发布，截至2025年7月，StatCounter的数据显示，Windows 11以51.77%份额首次超过了Windows 10的45.02%份额。Windows 11于2021 年10月发布，到第一年年底的安装量不到10%。2023年，其市场份额攀升至28%，到2024年底，达到36%。 （央视财经） ...

Core Points - Microsoft will stop providing security updates and technical support for Windows 10 starting October 14, which increases the risk of cyberattacks for many users [2] - Users can continue to run Windows 10, but will not receive regular security updates, and some application functionalities may diminish [2] - Microsoft recommends users upgrade to Windows 11, but many older computers do not meet the hardware requirements for the new system [2] - Users of incompatible devices have the option to either replace their hardware or pay $30 or use 1,000 Microsoft Rewards points to register for the Extended Security Update program, which helps mitigate risks from malware and cyber threats [2]

Core Insights - Microsoft is hiring two financial transformation leaders to enhance operational efficiency and unify the financial processes of its Xbox game studios [1] - Despite strong performance on paper, Xbox is facing significant profit challenges, with rising console prices, increased Game Pass fees, and communication issues being major concerns [1] - Internally, Microsoft is pressuring Xbox to meet ambitious profit targets, particularly following its $68 billion acquisition of Activision, which has created financial strain [1] Group 1 - Microsoft aims to urgently push a transformation plan to ensure consensus among its game studios [1] - Xbox's current outlook is bleak, with profit issues overshadowing its apparent success [1] - The acquisition of Activision is seen as a burden, with stakeholders expecting ongoing returns from this investment [1]

Group 1 - Microsoft Advertising's DSP platform, Invest, will be shut down by February 28, 2026, with advertisers being transitioned to Amazon's DSP [8][12] - Amazon and Microsoft have established a partnership where Microsoft's SSP platform, Monetize, will join Amazon's Certified Supply Exchange (CSE) program, becoming a key supply source on Amazon's DSP [1][16] - Microsoft has shifted its focus from building a complete advertising stack to a "conversational advertising experience" driven by AI, indicating a strategic pivot away from traditional DSP operations [5][7] Group 2 - The DSP market share for Microsoft's Invest has been relatively small, ranging between 6-8%, making it less competitive compared to major players like Google and Amazon [6][12] - The operational complexity and long-term investment required to run a global DSP were deemed unsustainable for Microsoft, leading to the decision to exit this segment [6][7] - Microsoft retains its SSP platform, Monetize, which focuses on internal efficiency rather than external competition, allowing it to optimize its own advertising inventory [9][11] Group 3 - The partnership with Amazon allows Microsoft to leverage Amazon's extensive data and resources, enhancing the efficiency of ad placements through a combination of external and internal targeting [16][18] - This collaboration may lead to increased demand for ad placements on Microsoft's Monetize platform, potentially improving fill rates and pricing for media partners [18][20] - The integration into Amazon's CSE requires adherence to Amazon's operational rules, which may limit the flexibility of Microsoft's SSP in the long term [20][24] Group 4 - The shift towards a more closed and integrated advertising ecosystem reflects a broader industry trend where platforms prioritize control over neutrality, impacting the dynamics of digital advertising [28][30] - The evolving landscape suggests that achieving neutrality and independence in digital advertising is becoming increasingly challenging, with a shift towards efficiency-driven ecosystems [29][30]

Core Insights - Microsoft has announced the closure of its Demand Side Platform (DSP) Invest by February 28, 2026, and has partnered with Amazon to transfer its advertising clients to Amazon's DSP [2][3][4] - Microsoft will retain its Supply Side Platform (SSP) Monetize, which will join Amazon's Certified Supply Exchange (CSE) program, allowing it to become a core supply source for Amazon's DSP [4][11][19] Group 1: Microsoft’s Advertising Strategy - Microsoft initially aimed to build a complete programmatic advertising stack, including both DSP and SSP, but has shifted focus towards a "conversational advertising experience" driven by AI [5][7] - The advertising revenue for Microsoft reached $3.4 billion in Q2 2025, marking a 9.2% year-over-year increase, indicating a strong position in the global advertising market [6] - The DSP business has not been a significant growth driver for Microsoft, with a market share of only 6% to 8%, making it less competitive compared to major players like Google and Amazon [9][10] Group 2: Partnership with Amazon - Microsoft chose Amazon as the partner for its DSP business due to the lack of viable alternatives, as competitors like The Trade Desk and Google posed strategic challenges [15][17] - Amazon's extensive media inventory and data capabilities make it a suitable partner for Microsoft, allowing for enhanced advertising efficiency and targeting [17][21] - The collaboration allows Microsoft to leverage Amazon's shopping intent data, improving ad targeting and conversion rates for advertisers [20][21] Group 3: Implications for the Advertising Ecosystem - The integration of Microsoft's Monetize into Amazon's CSE will enhance the demand for ad inventory, potentially increasing fill rates and transaction prices for media publishers [22] - However, joining the CSE requires adherence to Amazon's standardized rules and pricing models, which may limit flexibility for SSPs and media publishers [24][25] - The shift towards a more closed and platform-driven advertising ecosystem raises concerns about the diminishing neutrality and independence of programmatic advertising [31][32][33]

距离 Windows 10 停止支持只剩下短短 4 天时间——10 月 14 日，微软将正式关闭这一操作系统的安全更新通道。这一消息对于全球数亿用户而言，无疑 是个巨大冲击。 而与此同时，近日微软还进一步收紧了 Windows 11 的升级限制，使得更多老设备用户面临升级受限甚至被迫淘汰的境地：在最新的 Windows 11 预览版 中，微软正式移除了 Windows 安装程序（OOBE）中用于创建本地帐户的已知机制。 OOBE 离线安装被判"死刑" 先简单介绍一下。在微软对此进行限制之前，过去用户在安装Windows 11时，系统会要求先进行网络连接并登入Windows账号，但用户可以在此界面按下 shift + F10并输入oobe\bypassnro，等待重启后便会出现"没有网络连接"的选项，以此跳过Windows网络激活，使用本地账号来安装Windows。 4 天后 Win10 停服，全球 4 亿设备或陷入风险 就在 Windows 11 提高安装门槛的同时，4 天后，也就是10 月 14 日，微软将正式停止支持 Windows 10，这意味着： 要知道，根据 FBI 数据显示：2024 年，美国用户 ...

（央视财经《天下财经》）据彭博社9日报道，美国科技巨头微软公司正在面临数据中心容量不足的困 境，预计这一局面将持续至今年年底。 彭博社援引消息人士的话报道称，微软公司数据中心容量不足的情况，比此前预想的要更加严重。作为 微软收入增长的重要引擎之一，其旗下Azure云服务平台，在截至6月30日结束的2025财年里，为微软创 造了超750亿美元的收入，但目前，该公司位于美国弗吉尼亚州和得克萨斯州等地的服务器设施因容量 不足，已对Azure的部分新增订阅服务进行限制。 除微软外，亚马逊、谷歌等科技巨头也都报告了类似限制情况。业内人士指出，尽管各大公司都在纷纷 加大相关基础设施投资，但数据中心的许多关键组件交付周期都较长。从最初规划到启动服务器，一个 数据中心建成并投入使用可能需要数年时间。目前容量不足的困境短期内恐怕难以得到缓解。 转载请注明央视财经 编辑：王昕宇 ...

微软公司的数据中心建设难题的持续时间将比此前所公布的更长，凸显其在满足云服务需求 方面的困境。 微软公司的数据中心建设难题持续时间将比该公司此前所公布的更长，这凸显出这家软件巨头在满足云 服务需求方面所面临的困境。 微软在美国多地数据中心资源短缺 据业内人士透露，微软在美国的许多数据中心区域正面临物理空间或服务器短缺的问题。 该发言人还称，在一些意外需求激增的情况下，公司将采用"容量保留方法"来平衡其数据中心网络中的 客户需求，以确保数据能够在服务器群和客户之间顺畅传输。 目前，Azure客户会根据物理位置和可用软件来选择数据中心区域。当首选设施没有空间时，微软销售 人员会引导客户转向有可用容量的其他设施。但据熟悉此事的人士透露，这些变通方法可能会增加复杂 性，并延长数据在服务器群和客户之间的传输时间。 微软发言人表示："我们的团队会定期与大型客户合作，根据需求高峰（比如节假日）的情况进行规 划，以引导他们选择最合适的区域和产品…在一些特殊情况下，如果客户面临成本增加或延迟的问题， 微软会补偿他们额外产生的费用。" 短期内难以实现供需平衡 尽管微软一直在大规模建设数据中心并实现上线——在过去一年里新增了超过两 ...

【#2025福布斯全球最佳雇主#】#微软连续两年蝉联全球最佳雇主榜首#今年一共有53家中国内地公司入 选福布斯全球最佳雇主榜单。在全球榜单前五名中有三家来自IT软件与服务行业，其中微软连续两年蝉 联榜首，谷歌母公司Alphabet位列第三，Adobe排名第四。（福布斯） | 2025 | | | | --- | --- | --- | | 福布斯全球最佳雇主 | | | | 部分中国内地上榜公司 | | | | 企业名称 | 所属行业 | 员工人数 | | 国家电网 | 公用事业 | 1,720,000 | | 阿里巴巴集团 | IT软件与服务 | 124,320 | | 腾讯控股 | IT软件与服务 | 110,600 | | 京东 | 批发和零售业 | 570.895 | | 小米 | 半导体/电子/电气工程 | 46.425 | | 网易 | IT软件与服务 | 29,128 | | 中信美团 | 银行与金融服务 | 190.763 | | 交通银行 | 银行与金融服务 | 94.275 | | 中国工商银行 | 银行与金融服务 | 419,000 | | 京东方 | 工程与制造 | 88,343 | ...