微软“断供”华大基因办公软件，否认停止在华运营

Core Points - Microsoft has ceased providing Office 365 services to Chinese gene research company BGI, including essential applications like Word, PowerPoint, and Excel, as reported by Japanese media [1][2] - BGI is transitioning to domestic software solutions, specifically WPS, and has instructed employees to back up data from Microsoft services [1][2] - The cessation of services is part of a broader trend of Microsoft reducing its operations in China, with reports of layoffs at its joint venture, Wicresoft [3][4] Group 1: Microsoft Services Impact - BGI employees reported being unable to access Office 365 services as of April 3, leading to urgent data backups [2] - Microsoft has also stopped providing AI services, including GitHub Copilot and OpenAI's GPT, to BGI [2] - The company’s stock fell by 13% following the news of service termination and ongoing geopolitical tensions [2] Group 2: Microsoft Operations in China - Microsoft has confirmed it will not stop operations in China, despite rumors of a complete withdrawal [3][4] - Wicresoft, Microsoft's first joint venture in China, is reportedly facing significant layoffs, affecting nearly 2,000 employees [4] - Microsoft has previously reduced its engineering presence in China, with revenue from the region accounting for approximately 1.5% of its total income [5] Group 3: Market Dynamics - Despite a low revenue share, Chinese enterprises have been significant contributors to Microsoft's cloud growth, particularly through Azure OpenAI services [6] - The ongoing geopolitical tensions and "decoupling" movements are expected to accelerate the localization of software solutions in China [6] - Microsoft’s stock has been negatively impacted by these developments, with a notable drop in market value [6]