3 6 Ke·2025-12-05 02:05Core Insights - Microsoft has reportedly lowered sales growth targets for certain AI products, leading to a decline in its stock price despite a quick response from the company [1][2] - The decline in stock price reflects investor concerns over high expectations and the slower-than-expected pace of AI application [1][2] Group 1: Company Response and Market Reaction - Microsoft quickly responded to the news, clarifying that the report inaccurately conflated growth with sales targets, asserting that overall sales goals for AI products remain unchanged [1] - Despite the clarification, Microsoft's stock fell by 2.5%, indicating that investor sentiment has not fully recovered [1][2] - The core issue lies in the mismatch between high expectations for AI and the actual pace of its commercial application, which has heightened market concerns [1][2] Group 2: Industry Challenges and Trends - Reports indicate that multiple departments within Microsoft have lowered sales quotas for AI products due to underperformance in meeting sales targets [2] - A study from MIT found that only about 5% of AI projects successfully progress beyond the pilot stage, highlighting the challenges faced by companies in AI adoption [2] - The decline in Microsoft's stock is not solely due to lowered sales targets but also reflects growing concerns about the AI narrative and a reassessment of Microsoft's high valuation [2] - Other companies in the software sector, such as Salesforce and ServiceNow, are offering significant discounts on their AI products to attract customers, indicating ongoing challenges in scaling AI applications [1][2]