转自：证券时报 转自：证券时报 人民财讯12月3日电，美股三大股指集体低开，道指跌0.05%，标普500指数跌0.23%，纳指跌0.4%。微 软跌超2%，霸王茶姬跌超4%。 人民财讯12月3日电，美股三大股指集体低开，道指跌0.05%，标普500指数跌0.23%，纳指跌0.4%。微 软跌超2%，霸王茶姬跌超4%。 ...

微软美股盘前跌近2%，据报道，微软下调人工智能软件销售指标，因客户对新产品持抵触态度。 （来源：科创100ETF基金） 微软美股盘前跌近2%，据报道，微软下调人工智能软件销售指标，因客户对新产品持抵触态度。 （来源：科创100ETF基金） ...

(本文来自第一财经) 道指跌0.05%，标普500指数跌0.23%，纳指跌0.4%。微软跌近3%，迈威尔科技涨超7%。 道指跌0.05%，标普500指数跌0.23%，纳指跌0.4%。微软跌近3%，迈威尔科技涨超7%。 (本文来自第一财经) ...

Core Viewpoint - The U.S. stock market opened lower on December 3, with all three major indices declining due to rising risk aversion and negative news from Microsoft regarding its AI software sales quotas [1] Market Performance - The Dow Jones Industrial Average fell by 0.05% - The S&P 500 index decreased by 0.21% - The Nasdaq index dropped by 0.45% [1] Company Impact - Microsoft reported a reduction in sales quotas for its AI software, leading to a 2.77% decline in its stock price - This decline in Microsoft's stock negatively affected the performance of technology stocks and the overall market [1]

Group 1 - The "small non-farm" employment numbers for November unexpectedly recorded a negative value, leading to an 88.8% probability of a 25 basis point rate cut by the Federal Reserve in December [1] - The three major U.S. stock indices opened lower, with the Nasdaq down 0.42%, the S&P 500 down 0.19%, and the Dow Jones down 0.03% [1] Group 2 - Microsoft shares fell by 2.5% after the company unusually lowered its AI software sales forecast due to lukewarm responses from enterprise customers to new products [1] - Macy's stock dropped 4.7% despite exceeding Q3 earnings expectations, as the company provided a cautious outlook for the holiday quarter [1] - Marvell Technology's stock rose by 8.5% after reporting better-than-expected Q3 results and announcing the acquisition of chip startup Celestial AI [1] - Microchip Technology's stock increased by over 5% after raising its guidance for Q3 net sales and earnings per share, citing strong booking performance during the period [1]

Core Viewpoint - Microsoft's stock price opened down 2.9%, marking the largest decline since November 18 [1] Group 1 - The decline in Microsoft's stock price indicates potential market volatility and investor sentiment shifts [1]

12月3日消息，美股三大指数周三集体低开，道琼斯指数跌0.05%，标普500指数跌0.21%，纳斯达克指 数低开0.45%。市场避险情绪升温，有报道称微软下调人工智能软件销售配额，导致其股价低开 2.77%，并拖累科技股及大盘表现。 ...

微软及其他企业级软件公司的高管曾将2025年誉为人工智能实现多步骤任务自动化的元年——例如基于 公司销售数据生成仪表盘。但随着年末临近，微软已下调对其新一代AI产品（即"智能代理"）的市场渗 透预期，不再强求客户快速为这类产品付费。 据微软Azure云部门的两名销售人员透露，由于多个部门在截至6月的财年中未达成AI产品销售增长目 标，目前微软多个业务线已下调部分AI产品的销售增长指标。这两名知情人士表示，微软针对特定产 品下调销售指标的情况实属罕见。 这一调整反映出微软正应对企业客户对AI付费的抵触情绪。过去一年，企业客户普遍抱怨：一方面， 难以量化AI在报告撰写（如客户支出报告、销售线索整理）等任务中带来的成本节约；另一方面，在 财务自动化、网络安全等容错率极低（小错误可能导致巨额损失）的场景中，AI工具的稳定性仍难以 满足需求。 尽管如此，AI仍是微软业务增长的核心引擎。这主要得益于两方面：一是OpenAI等AI企业的大额投入 （据预测，OpenAI今年将向微软租赁价值约150亿美元的云服务器）；二是微软自身AI软件的销售表 现，例如365Copilot办公工具和GitHubCopilot编程代理。此外， ...

Core Insights - Apple has appointed Amar Subramanya as the new head of AI, replacing John Giannandrea amid ongoing challenges with Siri's upgrades [1][3][4] - Giannandrea's departure marks a significant structural change within Apple's AI team, which has struggled to keep pace with competitors in the AI space [3][4][6] Group 1: Leadership Changes - Giannandrea's influence had been waning, especially after transferring Siri's product development responsibilities to Mike Rockwell in March [2][3] - Subramanya will report directly to Craig Federighi and is tasked with leading foundational models, machine learning research, and AI safety [4][5] - The restructuring integrates AI more closely with the core operating systems team, ending its status as an independent unit [5][6] Group 2: Challenges and Strategic Shifts - Apple's AI team has been criticized for lagging behind competitors like OpenAI, with Siri's development seen as a major failure [3][4][6] - The company is undergoing a comprehensive rebuild of the Siri architecture, with a new timeline pushing advanced features to the spring of 2026 [7] - Internal issues, including a high turnover rate in the AI department, have compounded the challenges faced by the team [9] Group 3: Market Context - Competitors such as Google and Amazon have made significant advancements in AI, launching products that Apple has yet to match [8] - The departure of Giannandrea and the restructuring come at a time when Apple is under pressure to innovate and improve its AI offerings [6][8]

【环球网科技综合报道】12月3日消息，据9To5Mac报道，微软公司 CEO萨提亚・纳德拉表示，他正在利用周末时间研究初创公司如何打造产品，因为微软 庞大的体量已成为"巨大劣势"。 纳德拉还表示，要在人工智能时代蓬勃发展，领导者必须摒弃过去的成功经验，并采取"学习一切"的心态。如果没有新的思维模式、工具、技能和共享数 据，大多数人工智能项目注定会失败。 外媒称，纳德拉发表这番言论之际，许多大型科技公司——从 Meta 到谷歌再到亚马逊——都在以速度为名，积极削减中层管理人员。这反映了硅谷更广泛 的转变，即层级森严的组织结构越来越被视为快速产品决策和人工智能实验的障碍。（思瀚） 纳德拉表示，微软的规模减缓了人工智能的发展，这促使他研究初创公司是如何构建人工智能的。 他说，在年轻的公司里，所有参与产品开发的人员——从科学家到工程师再到基础设施团队——都"围坐在一张小桌子旁"。这意味着他们能够就产品、科学 和基础设施做出决策，并立即进行迭代。在微软，他有"三个部门主管分别负责这三件事"。 ...