来源：环球网 【环球网科技综合报道】2月23日消息，据Forbes报道，近日微软宣布对其游戏部门进行大规模人事调 整。微软游戏首席执行官菲尔·斯宾塞将退休，微软游戏部门新任首席执行官是36岁的微软高管阿莎·夏 尔马。但当玩家们得知她之前的职位后，担忧之声立刻涌上心头。 夏尔马即将卸任微软 CoreAI 产品总裁一职，她于 2024 年加入该公司。在此之前，她曾担任 Meta 副总 裁、Instacart 首席运营官。 外媒称，对很多人来说，问题显而易见。夏尔马是一位相对新上任的员工，没有任何管理电子游戏相关 业务的经验。 外媒称，斯宾塞虽然为人友善，也是个资深玩家，但他所处的时代已经走到尽头，变革势在必行。夏尔 马显然在多个领域都颇有建树，为人亲切，并且渴望学习。然而，Xbox玩家并不希望在品牌陷入困境 之际，有人"渴望学习"就走马上任，因为扭转局面的时间已经不多了。人们需要更多关于未来计划的具 体细节，而不是几位高管空洞的商业术语。（思瀚） ...

Core Viewpoint - Investors are shifting their focus from technology and large-cap stocks to sectors benefiting from AI-driven investments, leading to a rotation in market dynamics [1][2]. Sector Performance - Technology (XLK) and Consumer Discretionary (XLY) sectors remain negative year-to-date, while Financials (XLF) also show a decline [1]. - Energy stocks (XLE) have increased by 22% since the beginning of the year, driven by rising oil prices and demand, with Chevron (CVX) and ExxonMobil (XOM) shares up 20% and 22% respectively [2]. - Materials (XLB) and Industrial stocks (XLI) have risen by 15% and 14% respectively, attributed to AI infrastructure buildouts and reshoring trends [3]. - Defensive sectors like Consumer Staples (XLP) are gaining traction, with Walmart (WMT) reaching an all-time high [3]. Market Dynamics - The current market rotation is intensified by volatility, with portfolio rebalancing occurring as investors move from overvalued sectors to more stable areas [4]. - The Tech-Software Sector ETF (IGV) has seen a decline of 23% year-to-date due to fears surrounding AI's impact on traditional enterprise software roles [5]. - Cybersecurity firms have also faced declines, with shares of CrowdStrike (CRWD), Zscaler (ZS), and Cloudflare (NET) dropping significantly following new AI security tool announcements [6]. Economic Outlook - Profit growth and potential interest rate cuts by the Federal Reserve are expected to support a broadening stock market, with predictions of two to three rate cuts in 2026 [7]. - UBS strategists anticipate healthy profit growth across sectors, supported by a resilient US economy and ongoing easing cycles [7].

Group 1 - Microsoft has experienced a significant stock decline of over 25% from its October highs in 2026, with most of this drop occurring in the same year [1] - The current market cap of Microsoft is $2.9 trillion, and its stock is trading at $397.24, which is considered a buying opportunity [7][8] - Microsoft has shown strong performance in its core software business and artificial intelligence, with Azure experiencing rapid growth and a substantial backlog of workloads [8] Group 2 - In Q2 of fiscal year 2026, Microsoft reported a 17% year-over-year revenue growth, indicating strong operational performance despite the stock decline [9] - The company's forward earnings valuation is at 24 times, the lowest in nearly three years, making it an attractive investment compared to the S&P 500's 21.9 times [9] - Investing in Microsoft now could potentially yield mid-teens returns, accelerating wealth accumulation for investors [11]

Welcome back to Opening Bell. Now, let's now discuss some of the choppiness we've seen in the overall markets. Joining me now is Ken Mahoney, CEO of Mahoney Asset Management.Ken, thanks so much for joining us on this Friday. Now, you described these markets as tired. Walk us through that that thinking.I do think that's so accurate right now, especially without really seeing any major catalyst propelling any upside here for the markets this week. >> I think we're tired too in these 247 news cycles. Keep up w ...

Core Insights - Microsoft is experiencing significant long-term warning signals as a result of a sharp selloff, pushing the stock into a critical technical zone [1] - The stock has fallen to $397.29, down 7.67% in the latest monthly candle, breaking below the $410 level and testing a key long-term support zone [2] Technical Analysis - The focus is on the 50-month moving average (MA), which has served as Microsoft's primary structural support since December 2011, previously leading to bullish reversals [3] - A confirmed monthly close below the 50-month MA would indicate a major technical breakdown, with the next key support at the 100-month moving average near $300, aligning with significant Fibonacci retracement levels [4] - The monthly Relative Strength Index (RSI) is testing the crucial 44 support level, with a potential break below opening the path toward the oversold threshold of 30, which could coincide with a price decline toward the 100-month moving average [5] Financial Performance - Following the fiscal Q2 earnings report in late January, Microsoft reported a 17% revenue growth to $81.3 billion, exceeding estimates, but concerns arose from a $37.5 billion capital expenditure primarily for AI data centers and GPUs [6] - Despite robust demand for AI and cloud services, heavy spending has led to skepticism among investors, with some major funds trimming positions due to fears of delayed returns and potential margin pressure [7]

Core Insights - Microsoft has integrated artificial intelligence (AI) into its products more extensively than most competitors, with tools like Copilot embedded across its software suite [1] - The Azure AI infrastructure is sold out in key regions, indicating strong demand [1] - Current adoption of Copilot remains low at 3.3% of its user base, despite bullish analyses focusing on its monetization potential through paid upgrades [1]

When Jeff Bezos said that one breakthrough technology would shape Amazon’s destiny, even Wall Street’s biggest analysts were caught off guard. Fast forward a year and Amazon’s new CEO Andy Jassy described generative AI as a “once-in-a-lifetime” technology that is already being used across Amazon to reinvent customer experiences. At the 8th Future Investment Initiative conference, Elon Musk predicted that by 2040 there would be at least 10 billion humanoid robots, with each priced between $20,000 and $25,000 ...

When Jeff Bezos said that one breakthrough technology would shape Amazon’s destiny, even Wall Street’s biggest analysts were caught off guard. Fast forward a year and Amazon’s new CEO Andy Jassy described generative AI as a “once-in-a-lifetime” technology that is already being used across Amazon to reinvent customer experiences. At the 8th Future Investment Initiative conference, Elon Musk predicted that by 2040 there would be at least 10 billion humanoid robots, with each priced between $20,000 and $25,000 ...

目前，Edge浏览器内置的密码管理器为用户提供了两种安全选项，用于保护密码并实现自动填充功 能，分别是Windows Hello和独立自定义主密码。然而，微软现已做出决策，将停止使用主密码这一方 式，转而全力支持设备登录或Windows Hello。 具体而言，自Edge 146版本起，用户将无法再创建自定义主密码。不过，微软考虑到现有用户的使用习 惯，给予了一定的过渡期，现有用户仍可在未来几个月内继续使用主密码功能。但到2026年6月4日，微 软将正式停止为现有用户提供主密码功能，并全面切换至设备身份验证模式。（青山） 来源：环球网 【环球网科技综合报道】2月22日消息，据科技媒体neowin报道，微软Edge浏览器即将到来的下一次功 能更新，将为使用其内置密码管理器的用户带来一项重大变革。随着时间推移，Edge浏览器的内置密 码管理器功能日益强大，微软最终决定停止提供独立密码管理器，将用户使用场景限制在Edge浏览器 内，并对密码管理器及其安全性展开重大调整。 ...

Core Insights - Generative AI is viewed as a transformative technology by Amazon's CEO Andy Jassy, indicating its potential to significantly enhance customer experiences across the company [1] - Elon Musk predicts that by 2040, humanoid robots could create a market worth $250 trillion, representing a major shift in the global economy driven by AI innovation [2][3] - Major firms like PwC and McKinsey acknowledge the potential of AI to unlock multi-trillion-dollar opportunities, reinforcing the optimistic outlook on AI's economic impact [3] Company and Industry Analysis - A breakthrough in AI technology is believed to be redefining work, learning, and creativity, leading to increased interest from hedge funds and top investors [4] - There is speculation about an under-owned company that may play a crucial role in the AI revolution, suggesting that it could be a significant investment opportunity [4][6] - Prominent figures in technology and finance, including Bill Gates and Warren Buffett, recognize AI as a major technological advancement with the potential for substantial social benefits [8]