美国科技巨头微软(MSFT.US)近日在一份公告中表示，计划不久后停止在企业购买包括Office系列办公 软件组合在内的Microsoft 365生产力软件订阅和其他云软件产品线时提供折扣。 NexusTek的一位高管表 示，这一变化可能会导致价格上涨10%或更多。 自该公告发布以来，华尔街分析师们已给出客户们最终将多支付多少额外费用的估算报告。但对于试图 弄清这一切对微软财务基本面意味着什么的投资者们而言，来自国际大行瑞银集团(UBS)的分析师们表 示，这一涨价变化可能已经计入微软管理层前不久给出的业绩指引，但是新增订阅用户的营收无疑将比 以往更加强劲，尤其是有望带来更强劲的Microsoft 365+"Copilot for Microsoft 365 "联合订阅规模。 "在我们看来，可以放心假设定价变化的影响已包含在微软官方给出的业绩预测中。"来自瑞银的分析师 们在周二晚间的一份研究报告中写道。瑞银对该股给予"买入"评级，与此同时对于微软12个月内目标价 预期则高达650美元。"考虑到微软在人工智能应用领域的巨大影响力，我们仍然认为对于该股的定价趋 势完全合理。"瑞银的分析师们表示。截至周三美股收盘，微 ...

Core Viewpoint - Microsoft plans to stop offering discounts on Microsoft 365 subscriptions and other cloud software products, potentially leading to price increases of 10% or more, as indicated by NexusTek executives [1][2] Group 1: Pricing Changes and Financial Impact - UBS analysts suggest that the price increase may already be factored into Microsoft's recent performance guidance, but new subscription revenue is expected to be stronger, particularly with the anticipated growth of Microsoft 365 and "Copilot for Microsoft 365" subscriptions [1][2] - The pricing changes will take effect on November 1 for new service agreements or renewals for large companies with sufficient employees [2] - Microsoft aims to provide more consistent and transparent pricing, which is expected to help customers make informed decisions [2] Group 2: Market Performance and Valuation - Following the announcement of the pricing changes, Microsoft's stock price rose over 6%, contributing to a market capitalization of $4 trillion, making it the second company to reach this milestone after Nvidia [2] - UBS maintains a "Buy" rating on Microsoft with a 12-month target price of $650, citing the company's significant influence in the AI application space [1][2] Group 3: Subscription Growth and AI Integration - Microsoft 365's seat growth has been below 10% since 2023, and the company is focusing on increasing revenue per seat through the sale of the AI-powered Copilot add-on and migrating users to more expensive subscription plans [2][4] - The "Copilot for Microsoft 365" is not included by default in subscriptions and requires separate purchase, while "Copilot Chat" is available for free with qualifying subscriptions [4][5] Group 4: Customer Response and Market Dynamics - Analysts expect most customers will agree to pay higher fees to continue using Microsoft's unique applications rather than switching to less popular alternatives [2][4] - Some customers may seek to purchase software through other cloud distributors to mitigate costs as discounts disappear [2][4]

Core Viewpoint - Microsoft plans to stop offering discounts on Microsoft 365 subscriptions and other cloud software products, potentially leading to price increases of 10% or more, as indicated by NexusTek executives [1][4]. Group 1: Pricing Changes and Financial Impact - UBS analysts believe that the pricing changes are likely already factored into Microsoft's recent performance guidance, but new subscription revenue is expected to be stronger, particularly with the anticipated growth of Microsoft 365 and "Copilot for Microsoft 365" subscriptions [1][2][8]. - The pricing changes will take effect on November 1 for new service agreements or renewals, targeting large companies with sufficient employees [3][4]. - Microsoft aims to provide more consistent and transparent pricing, which aligns with its Azure cloud service pricing model [3][4]. Group 2: Market Reactions and Stock Performance - Following the announcement of potential price increases, Microsoft's stock price rose over 6%, contributing to a market capitalization of $4 trillion, making it the second company to reach this milestone after Nvidia [3][4]. - Microsoft's stock has increased by 20% this year, outperforming the Nasdaq 100 index, which rose approximately 10% [6]. Group 3: Subscription and Product Details - Microsoft 365 includes a suite of cloud applications and services, such as Word, Excel, PowerPoint, and Outlook, with various subscription tiers offering additional features [7][9]. - The "Copilot for Microsoft 365" feature is not included by default in subscriptions and requires separate purchase, while "Copilot Chat" is available for free with qualifying subscriptions but offers different capabilities [8][9]. Group 4: Customer Sentiment and Market Dynamics - Many customers are expected to accept the price increases to continue using Microsoft's unique applications rather than switching to less popular alternatives [5]. - Some customers may seek to purchase through other cloud distributors to mitigate costs as discounts are phased out [5].

IT之家 8 月 21 日消息，据外媒 TechRadar 今日报道，微软 AI 首席执行官穆斯塔法・苏莱曼警告称，即使只是鼓励人们相信 AI 有意识，也可能带来严重后 果。 穆斯塔法・苏莱曼称，所谓"表面有意识的 AI"（IT之家注：Seemingly Conscious AI，SCAI）可能很快表现得、听起来都特别逼真，以至于用户难以分辨虚 幻与现实。 穆斯塔法・苏莱曼指出，越来越多案例显示，用户与聊天机器人长期互动后可能产生妄想信念。他警告，如果大量人被误导去倡导 AI 公民身份，而忽视真 正的技术问题，将带来反乌托邦的社会风险。"我最担心的是，许多人会过分相信 AI 具备意识，从而倡导 AI 权利、模型福利甚至 AI 公民身份。这将成为 AI 发展中的危险转折，需要立即关注。" 穆斯塔法・苏莱曼预测，结合大语言模型、语音表达、记忆与聊天记录的 SCAI 系统可能在几年内出现，且不仅来自科技巨头，也可能出现在拥有 API 和优 质提示的任何开发者手中。同时他强调，AI 行业应避免使用助长机器意识幻觉的语言，不应将聊天机器人拟人化或暗示其理解或关心人类。 "我们应开发优先与人类和现实世界互动的 AI，同时 ...

Group 1 - OpenAI has expressed its intention to consider going public in the future, as stated by CFO Sarah Friar during a live program [1][3] - Friar emphasized that Microsoft will remain a significant partner for OpenAI in the coming years, with ongoing negotiations for continued access to OpenAI's key technologies [3] - OpenAI's market share in the search sector has increased from approximately 6% to 12% over the past six months, although this figure may be underestimated due to user interaction patterns [4] Group 2 - Friar believes that the current AI infrastructure investment phase resembles foundational construction, akin to railroads or power grids, rather than a fleeting bubble [5] - OpenAI faces challenges related to GPU and computing power shortages, which hinder the company's ability to provide better models [5] - The company anticipates a revenue increase of over 100% this year, reaching $12.7 billion, and expects to double that again next year to $29.4 billion [5] Group 3 - OpenAI's recent funding round led by SoftBank valued the company at approximately $300 billion, with potential for valuation to reach $500 billion amid discussions of a possible employee stock secondary sale [5]

格隆汇8月21日｜据福克斯新闻，当地时间周三下午，华盛顿州警方在雷德蒙德微软园区举行的亲巴勒 斯坦抗议活动中逮捕了18人，理由包括非法侵入、恶意破坏、拒捕和妨碍司法等。此次抗议活动是由微 软员工主导的团体"拒绝为种族隔离提供Azure服务"（No Azure for Apartheid）在微软园区组织的一系列 示威活动中的最新一次。该团体已持续数月进行抗议，要求微软公司切断与以色列军方的业务往来。 ...

| LEVEL | BASE PAY | CASH BONUS | BONUS PERCENTAGE | STOCK AWARD | | --- | --- | --- | --- | --- | | 20 | $120.8-124.0K | $3.0-19.3K | 8-14% | $7.0-19.3K | | 60 | $111.0-160.0K | $9.3-21.7K | 8-16% | $7.2-20.0K | | 61 | $128.0-170.0K | $11.3-27.0K | 8-20% | $10.8-36.0K | | 62 | $139.2-191.0K | $11.0-30.8K | 8-20% | $8.0-45.0K | | 63 | $153.5-224.8K | $8.0-50.0K | 10-25% | $22.0-64.0K | | ed | $162.7-230.6K | $11.0-50.0K | 10-140% | $38.0-80.0K | | 65 | $188.0-230.0K | $32.7-61.7K | 16-28% | $39.0-aT.OK | | ...

Core Insights - The NFL and Microsoft announced an extension of their strategic partnership on August 20, enhancing collaboration through technologies like Microsoft Copilot and Azure AI [1] Group 1: Partnership Details - The partnership aims to improve on-field assessments and workflow efficiency for the NFL and its teams [1] - The collaboration focuses on discovering new talent and optimizing operational processes to ensure smooth venue operations [1]

Core Viewpoint - OpenAI's CFO Friar indicated that the relationship with Microsoft is "changing" and emphasized that Microsoft will remain an important partner for the coming "years" [1] Summary by Relevant Categories Partnership Dynamics - OpenAI is considering a future public listing and acknowledges the evolving nature of its partnership with Microsoft [1] Future Outlook - The company plans to evaluate the potential for an IPO at some point in the future, highlighting a strategic shift in its operational and financial planning [1]

【环球网科技综合报道】8月19日消息，微软官方发布消息，承认其内置的Windows更新工具WUSA （Windows Update Standalone Installer）存在网络路径识别缺陷，导致Windows 11 24H2及Windows Server 2025版本在通过共享目录安装更新时频繁报错"ERROR_BAD_PATHNAME"。该问题主要影响企 业级用户，普通家庭用户受影响较小。 来源：环球网 据悉，WUSA是微软为IT管理员设计的命令行工具，用于批量部署.msu格式的更新包。微软官方声明指 出，当网络共享目录中存在多个.msu文件时，WUSA工具会因路径解析错误导致更新包无法定位，进而 触发安装失败。例如，企业IT部门若将多个补丁文件存放于同一共享文件夹，并通过WUSA命令远程推 送更新，系统可能因无法区分目标文件路径而中断安装流程。 微软强调，若共享目录中仅包含单个.msu文件，或管理员先将更新包下载至本地硬盘再执行安装，则可 规避此问题。此外，部分用户在安装后重启时遇到"需再次重启"的短暂提示，微软确认此现象为已知显 示异常，无需额外操作即可自动恢复。（青山） ...