Company Developments - Microsoft officially launched the next-generation high-performance AI inference chip Maia200 on January 26, 2026, utilizing TSMC's 3nm process, significantly enhancing performance compared to the previous generation, and has begun deployment in data centers in the central United States, with plans to expand to the western regions [1] - Microsoft received approval to build 15 new data centers in Wisconsin to support computational power expansion and AI business demands [1] Financial Performance - Microsoft released its Q2 FY2026 financial report on January 28, 2026, focusing on the growth rate of Azure cloud services, capital expenditure levels, and the impact of AI investments on profits, with LongPort analysis highlighting that the surge in capital expenditure and AI monetization progress are key factors in assessing Microsoft's long-term cost structure [2] Business Progress - Microsoft plans to preview free AI features in March 2026, including enhancements to Copilot Chat and Agent Mode for Outlook, Word, Excel, and PowerPoint, allowing users to access improved AI assistant functionalities without a paid license [3]

Core Viewpoint - Microsoft is viewed as a long-term investment opportunity due to its diversified business model and essential role in corporate operations globally, despite a recent stock price drop of nearly 10% [1][2]. Group 1: Business Diversification - Microsoft's productivity tools, such as Excel, Outlook, and Teams, are integral to daily business operations, while Microsoft Azure is relied upon for digital infrastructure [2]. - The Windows operating system remains a primary choice for numerous businesses, further solidifying Microsoft's market position [2]. Group 2: Economic Resilience - Companies are more likely to maintain their subscriptions to Microsoft services during economic downturns compared to consumer demand-driven tech companies, which face more volatility [4]. - Microsoft's extensive ecosystem provides a long-term competitive advantage that is expected to remain stable unless significant changes occur [4]. Group 3: Investment Considerations - Despite Microsoft's strong fundamentals, it was not included in a recent list of the top 10 stocks recommended for investment, which may indicate a need for caution among potential investors [5]. - Historical performance of stocks recommended by the analyst team shows significant returns, suggesting that investors should consider various options before committing to Microsoft [6].

2026.02. 03 赵永升对第一财经记者表示，法国一直在欧盟内部领导对美大型科技公司开征数字税的议程，同时欧盟方面也有试图说服欧洲消费者放弃微软、谷歌和 亚马逊等公司而转向本土解决方案的努力，但收效不大。 本文字数：2500，阅读时长大约4分钟 作者 | 第一财经 冯迪凡 法国开始推动数百万公务员使用自主研发的软件替代Zoom和微软的Teams，这标志着欧洲各国政府数十年来摆脱对美国大型科技公司依赖的努力又迈 出了新一步。 近期，法国总理勒科尔尼致函法国各部委， 要求他们在2026年年底前将视频会议系统迁移到Visio——一款法国自主研发的Zoom替代软件。他在信中 写道："为了保障公共电子通信的安全、保密性和稳定性，必须部署一套由国家控制、基于自主技术且统一的视频会议解决方案。" 随后，同样的逻辑再次显现：法国政府阻止卫星运营商欧洲通信卫星公司（Eutelsat）将其地面天线业务出售给私募股权公司EQT，理由是该集团具有 战略意义，是特斯拉创始人马斯克旗下星链互联网服务的竞争对手。 他表示，当前，欧盟出于对特朗普政府外交政策的担忧再度加剧，使得所谓"技术脱钩"呼声更加迫切，这促使欧洲各国政府加大力度，推 ...

How do you feel, having had a few minutes to take a look at some of these numbers. Yeah, it's still our topic. Investors may have expected 39 to 40% growth or larger.They got 38%. That's probably the only place where I see people picking on it. But realistically speaking, let's not forget Microsoft doesn't put Outlook in its press release.So we're gonna have to wait to see what the outlook is for Azure. And then most importantly, let's not forget a Google cloud that reports next week is not going to grow 38 ...

Core Insights - Microsoft is encouraging thousands of employees from its most successful teams to learn and use Claude Code for coding, even if they are not developers [1] - Claude Code is gaining popularity among AI coding tools due to its ease of use for both developers and non-technical users, distinguishing itself from competitors like Cursor and GitHub Copilot [2] - Microsoft has expanded the use of Claude Code within its largest engineering teams, further promoting the application of Anthropic's AI model [2] Company Developments - The newly established AI engineering team, CoreAI, led by former Meta engineering head Jay Parikh, has been testing Claude Code [3] - Employees with no programming experience are encouraged to use Claude Code to quickly build prototypes, allowing designers and project managers to participate in the development process [3] - Microsoft has approved the use of Claude Code across all code and code repositories within its business and industry collaboration teams [3]

（文章来源：中国新闻网） 图片来源：微软社交媒体截图 北京时间23日上午，微软(MSFT)再次发文称：由于我们采取了负载均衡措施，服务可用性和功能正在 持续改善。我们正在积极监控性能并进行有针对性的调整，以进一步提高稳定性和可用性，同时继续采 取恢复措施，确保提供可靠的服务体验。 中新网1月23日电据媒体报道，近日，微软(MSFT)多项服务突然中断，导致用户无法使用Office、 Outlook、Teams等服务。多位用户报告Microsoft Outlook出现问题。此后，微软(MSFT)在社交媒体上发 文称，其支持团队正在调查此次服务中断事件。 ...

Core Viewpoint - Microsoft faced significant issues with Windows 11 following a routine security update in January 2026, which caused critical functionalities like shutdown and remote login to fail, leading to an emergency out-of-band update to address these problems [1][3][9]. Group 1: Update Issues - The January Patch Tuesday update was intended to fix security bugs but instead created system-level failures, affecting basic functions such as shutdown, restart, and sleep [5][7]. - The update was extensive, covering Windows and multiple underlying components, and aimed to fix over 100 bugs, including at least one vulnerability that was confirmed to be exploited in the wild [6]. Group 2: Specific Failures - Users reported that their systems appeared to initiate shutdown processes but remained operational, with some devices even "reviving" after shutdown attempts [5][9]. - The failure of Remote Desktop login was another critical issue, with users experiencing repeated credential verification failures, severely impacting remote work and management scenarios [11][12]. Group 3: Emergency Response - Microsoft acknowledged the severity of the issues and released an emergency update (KB5077797) on January 17, 2026, to restore normal shutdown and sleep functions, as well as to address the Remote Desktop login failures [9][10][12]. - Despite the emergency fix, another bug was identified related to Outlook, which could freeze or become unresponsive, indicating ongoing issues with the January update [12][13]. Group 4: Testing and Quality Concerns - The problems raised questions about the effectiveness of the Windows Insider Program in covering real-world usage scenarios, as the update led to critical failures that users encountered immediately [14][15]. - The rapid pace of updates, coupled with a focus on AI features, has contributed to a decline in public perception of Windows 11, with frequent critical updates eroding user trust [15][16].

Core Viewpoint - The article highlights the professional background and expertise of Gael Cooper, emphasizing her extensive experience in journalism and her contributions to pop culture literature [1][2]. Group 1: Professional Background - Gael Cooper has been a journalist since 1989, working for various notable publications including Mpls.St.Paul Magazine, Twin Cities Sidewalk, the Minneapolis Star Tribune, and NBC News Digital [1]. - She is a co-author of two pop-culture encyclopedias focused on Generation X, published by Penguin Books [2]. Group 2: Awards and Recognition - Cooper has received multiple accolades, including the "Headline Writer of the Year" award from the American Copy Editors Society in 2017, 2014, and 2013 [2]. - She also won first place in headline writing from the 2013 Society for Features Journalism [2].

微软在社交媒体上发文称，其支持团队正在调查此次服务中断事件。调查人员将问题归咎于服务基础设 施。微软在美东时间下午6点21分的社交媒体帖子中表示："我们正在重新平衡所有受影响基础设施上的 流量，以确保环境恢复到平衡状态。" 美国东部时间1月22日下午2点40分左右，微软多项服务突然中断，导致用户无法使用Office、Outlook、 Teams等服务。据故障追踪网站DownDetector的数据显示，当天下午3点左右，超过15000名用户报告了 Microsoft365产品使用问题。另有12000名用户报告了Microsoft Outlook问题，500名用户报告了Microsoft Teams问题。 ...

Core Insights - Microsoft identified the cause of a significant outage affecting its Microsoft 365 services, including Outlook and Teams, with over 11,000 users reporting issues [1][2] Group 1: Incident Overview - The outage disrupted services in various sectors, including Hollywood, leading users to rely on calls and texts due to email failures [2] - Microsoft acknowledged the issue on social media, stating they were investigating the impact on multiple services [2] - The company later identified a specific portion of service infrastructure in North America that was not processing traffic as expected [2] Group 2: Recovery Efforts - Microsoft reported that they restored the affected infrastructure to a healthy state and began directing traffic to alternate infrastructure for recovery [2] - The company is rebalancing traffic across all affected infrastructure to ensure stability and expedite recovery efforts [2] Group 3: Context of Outages - This incident follows other significant outages in the telecommunications and social media sectors, including Verizon Wireless and X (formerly Twitter), highlighting a trend of service disruptions in the industry [3] - Verizon experienced a software outage affecting its wireless customers, offering compensation for the inconvenience, while X had technical problems that were resolved without immediate explanation [3]