微软面临AI支出与订单积压风险

Core Viewpoint - Microsoft (MSFT) experienced a significant drop of approximately 10% in its stock price following the announcement of its second-quarter earnings, despite exceeding expectations in earnings per share and revenue. The decline was attributed to slowing growth in Azure, a 66% increase in capital expenditures to $37.5 billion, and 45% of its $625 billion backlog being related to OpenAI [1][2]. Group 1 - Microsoft reported second-quarter earnings per share and revenue that surpassed expectations [1][2] - The stock price fell about 10% due to concerns over Azure's growth slowdown [1][2] - Capital expenditures surged by 66% to $37.5 billion [1][2] - 45% of the $625 billion commercial backlog is associated with OpenAI [1][2]