IT之家 2 月 1 日消息，微软向科技媒体《Windows Latest》透露，全新的 Windows 11 开始菜单已随 1 月系统更新全面推送。如果用户仍未看到该界面，可在 Windows 更新中开启"获取最新更新…"的开关，这能加快新功能的推送进度。其余未收到更新的设备，新开始菜单也会在未来几天至几周内陆续显示。 微软研发这款新开始菜单已近一年，在否决了数十个激进的设计方案后，最终确定了当前版本。新版开始菜单与现有版本并无天壤之别，但如果你本身就不 喜欢当前的开始菜单，大概率也不会青睐这个新界面。 微软表示："经过重新设计的开始菜单现已向更多设备开放，会逐步推送给更多用户。"该更新的推送工作已于上周启动。 微软称，其初衷是保留开始菜单的核心定位，同时让它适配节奏更快、信息更繁杂的当下使用环境。 微软表示，团队仔细研读了反馈中心内所有用户的意见，并得出两大核心结论：第一，开始菜单是 Windows 11 的操作起点，运行和响应速度必须更快；第 二，界面需要更具个性化与静谧感，这也是推荐内容默认开启的原因。 同时新界面有着清晰的层级结构：顶部为搜索栏，其次是固定快捷方式，再往下是推荐内容，最后是全部应用列 ...

例如，用户可以让Copilot在五分钟后提醒自己取消Microsoft 365订阅，Copilot会向绑定了该应用的移动 设备发送提醒通知；也能让它提醒自己参加重要会议。Copilot能够精准获取用户设备的日期与时间信 息，甚至可以在一分钟内触发提醒。但需要留意的是，如果用户在安卓或iOS系统中关闭了Copilot的通 知权限，相关提醒弹窗将不会显示。 微软声明中透露，提醒功能具备跨设备同步的特性，不过提醒通知仅会发送至移动设备。目前，尚不清 楚后续版本的Windows 11内置Copilot是否会新增对提醒功能的支持。微软在相关说明中明确指出："要 接收提醒，需安装Copilot应用，并开启应用的通知权限。"（青山） 来源：环球网 值得一提的是，微软此次在提醒功能的开放策略上十分友好。即便用户未订阅Copilot每月20美元的付费 服务，依然能够正常使用提醒功能，因为该功能同时向免费用户敞开了大门。不过，对于订阅了 Microsoft 365个人版的用户，将会解锁额外的提醒功能权益。 【环球网科技综合报道】2月1日消息，据科技媒体Windows Latest报道，微软Copilot正在测试一项名 为"提醒（ ...

Core Viewpoint - Windows 11 is facing significant challenges, including performance issues, program vulnerabilities, and user dissatisfaction, prompting Microsoft to take urgent action to address these problems [1][2] Group 1: Current Issues - Windows 11 has been criticized for numerous program vulnerabilities and performance problems, which are eroding the core user experience [1] - Users are frustrated with forced pop-up notifications, advertising, and pre-installed bloatware, contributing to a decline in trust [1] - The initial system requirements set by Microsoft for Windows 11 have disappointed loyal users [1] Group 2: Company's Response - Microsoft plans to initiate a concentrated effort to fix the core issues of Windows 11 in the coming months [1] - The company is reallocating engineers to urgently address performance and reliability gaps in the system [1] - Microsoft aims to enhance system performance and reliability based on feedback from the user community [2] Group 3: Planned Improvements - Upcoming optimizations will focus on basic functionality improvements, such as fixing the dark mode issue and modernizing neglected system modules from the past decade [2] - The Windows and Devices division president emphasized the need to prioritize user needs in the optimization process [2]

Core Viewpoint - Microsoft recently faced significant backlash due to a cumulative update (KB5074109) for Windows 11 that introduced multiple severe bugs, affecting user experience and system functionality [1][2][3]. Group 1: Bugs and Issues - Users reported being unable to boot their systems, experiencing a "black screen" issue that prevents access to the operating system, with some encountering the error code "UNMOUNTABLE_BOOT_VOLUME" [3][5]. - Another critical issue is the inability to shut down systems, as the update interferes with the virtualization context cleanup process, causing systems to revert to a startup state instead of shutting down [6]. - The update also led to performance issues with applications like Outlook, where users experienced freezing and significant drops in performance due to conflicts between the new patch and graphics drivers [9][10]. Group 2: User Reactions and Alternatives - Many users expressed frustration over the repeated occurrence of such issues with Windows updates, leading to calls for a transition to Linux as a more stable alternative [12][15]. - Linux has seen improvements in gaming compatibility and can meet the needs of most office users, although it still lacks support for certain professional software like Adobe products [14][15]. - The ongoing issues with Windows updates have raised concerns about Microsoft's ability to maintain system stability, prompting users to consider dual-booting with Linux as a viable option [15].

Financial Data and Key Metrics Changes - Revenue for the quarter was $81.3 billion, up 17% year-over-year and 15% in constant currency [25] - Gross margin dollars increased by 16% and operating income rose by 21% [25] - Earnings per share was $4.14, reflecting a 24% increase year-over-year [25] - Company gross margin percentage was 68%, slightly down year-over-year due to investments in AI infrastructure [26] - Operating expenses increased by 5%, driven by R&D investments [26] Business Line Data and Key Metrics Changes - Microsoft Cloud revenue reached $51.5 billion, growing 26% year-over-year [31] - Productivity and Business Processes revenue was $34.1 billion, up 16% year-over-year [31] - M365 Commercial Cloud revenue increased by 17%, with paid M365 commercial seats growing 6% to over 450 million [32] - Intelligent Cloud segment revenue was $32.9 billion, growing 29% year-over-year [33] - More Personal Computing revenue declined by 3% to $14.3 billion [36] Market Data and Key Metrics Changes - Commercial bookings increased by 230%, driven by large Azure commitments from OpenAI [30] - Commercial remaining performance obligation (RPO) increased to $625 billion, up 110% year-over-year [30] - Azure revenue grew by 39%, slightly ahead of expectations [34] - LinkedIn revenue increased by 11%, driven by marketing solutions [24] Company Strategy and Development Direction - The company is focusing on AI diffusion and its impact on GDP, with significant investments in AI infrastructure [6] - Microsoft aims to build a comprehensive AI business that integrates across its platforms, enhancing customer experiences [10] - The strategy includes expanding sovereignty solutions to meet local data residency needs [9] - The company is investing in both first-party and third-party AI models to enhance its offerings [11] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the growth of AI and its integration into various business lines, emphasizing the importance of infrastructure investments [6][9] - The company anticipates continued strong demand across its cloud services, with a focus on balancing supply and demand [34] - Management highlighted the importance of long-term investments in R&D and product innovation to drive future growth [50] Other Important Information - Capital expenditures for the quarter were $37.5 billion, with a significant portion allocated to short-lived assets like GPUs and CPUs [27] - The company returned $12.7 billion to shareholders through dividends and share repurchases, a 32% increase year-over-year [29] - The company is seeing strong momentum in its Copilot offerings, with significant increases in daily active users and paid seats [18] Q&A Session Summary Question: Concerns about CapEx growth and Azure revenue - Management acknowledged the correlation between CapEx and Azure revenue, emphasizing long-term investments in infrastructure to meet demand [48][50] Question: Line of sight from hardware CapEx to revenue and margins - Management clarified that much of the capital spent is already contracted for the useful life of the hardware, reducing risk [60][61] Question: Durability of OpenAI-related backlog - Management expressed confidence in the breadth and diversification of their RPO, highlighting strong growth across various customer segments [68] Question: Capacity additions and their impact - Management confirmed ongoing efforts to add capacity globally, emphasizing the need for efficient operations across multiple locations [75] Question: Performance of Maia 200 accelerator - Management highlighted the significance of silicon innovation and its role in enhancing performance and cost efficiency for AI workloads [80]

Core Insights - Microsoft reported strong financial results for the second quarter, exceeding Wall Street expectations with a revenue growth of 17% and operating income growth of 21% in constant currency [4] Financial Performance - Microsoft Cloud revenue surpassed $50 billion for the first time, growing 26% and 24% in constant currency [4] - Commercial bookings increased by 230% year over year, driven by Azure commitments from OpenAI and Anthropic [3][6] - Capital expenditure on computing and datacenter infrastructure reached a record $37.5 billion [3] Product and Market Developments - The launch of the GitHub Copilot software development kit and the new Maia 200 AI chip were highlighted as significant developments in the AI coding tools market [2][7] - Azure and other cloud services revenue grew 39% and 38% in constant currency, indicating strong demand for larger and more complex workloads [6] - Microsoft 365 commercial cloud revenue grew 17% and 14% in constant currency, reflecting strong performance from Copilot [6] Strategic Focus - The company is focused on expanding its market share in areas with a growing total addressable market (TAM) [2][7] - Investments in GPUs, CPUs, and datacenter infrastructure are aimed at supporting growing Azure demand and enhancing product innovation [6]

Core Viewpoint - Microsoft is expected to report strong fiscal Q2 2026 results, driven by AI adoption and robust demand across its cloud and productivity segments, despite a premium valuation [2][22]. Financial Performance Expectations - The Zacks Consensus Estimate for Microsoft’s revenues is $80.23 billion, reflecting a 15.22% year-over-year growth [2]. - Earnings per share are projected at $3.88, indicating a 20.12% increase compared to the previous year [2]. - Microsoft has a history of earnings surprises, with an average surprise of 8.53% over the last four quarters [3]. Factors Influencing Results - Accelerated adoption of AI agents and strong enterprise demand are expected to support the upcoming results [5]. - The Productivity and Business Processes segment is projected to generate revenues between $33.3 billion and $33.6 billion, with a year-over-year growth estimate of 13.8% [6]. - The Intelligent Cloud segment is anticipated to achieve revenues between $30.9 billion and $31.2 billion, reflecting a growth of 25% to 26% [12]. Product and Service Developments - The Microsoft Ignite 2025 conference introduced significant advancements in AI, including Work IQ and Agent 365, enhancing Microsoft’s AI strategy [7][13]. - The bundling of Microsoft Security Copilot with Microsoft 365 E5 licenses adds value for enterprise customers [9]. - The launch of Microsoft 365 Copilot Business targets small and medium businesses, potentially boosting year-end sales [10]. Market Position and Competitive Landscape - Microsoft’s shares have declined 7.9% over the past six months, contrasting with the broader sector's growth of 15.8% [21]. - Despite premium valuation, Microsoft’s strong positioning in enterprise AI transformation justifies current multiples [22]. - The company’s integrated ecosystem across productivity, cloud infrastructure, AI tools, and security capabilities creates a competitive moat [22]. Conclusion - Microsoft is positioned for sustained growth, with expected strong performance in fiscal Q2 2026 driven by AI leadership and robust enterprise demand [23].

Group 1 - Tencent plans to distribute 1 billion yuan in red envelopes during the Spring Festival, emphasizing user rewards over marketing expenses [2][4][70] - Tencent's CEO Ma Huateng highlighted the company's steady approach to AI development, focusing on long-term product competitiveness and user experience [4][5] - The CSIG (Cloud and Smart Industry Group) achieved significant profitability in its cloud business last year [4] Group 2 - StepFun, a large model startup, secured over 5 billion yuan in financing, marking the largest single financing round in the large model sector in the past year [7][8] - The company aims to enhance its AI and terminal strategy with the new funding, and has established partnerships with major smartphone brands [8][9] - StepFun's models have been integrated into over 42 million devices, serving approximately 20 million users daily [8] Group 3 - The PCG (Platform and Content Group) is actively exploring AI integration capabilities, with new features allowing Android apps to run seamlessly on Windows [5] - The company is also enhancing its QQ platform with AI capabilities, enabling users to generate images from uploaded materials [5] Group 4 - Microsoft confirmed that a Windows 11 patch caused boot issues for some devices, requiring manual recovery steps [14][15] - The patch has led to multiple significant failures, raising concerns about the overall quality of Windows updates [16] Group 5 - The UK has experienced the highest net job losses due to AI among major economies, with an 8% reduction in jobs over the past year [44][47] - Despite a productivity increase of 11.5% due to AI, UK companies have been reducing their workforce, contrasting with job growth in the US [47][48] Group 6 - Porsche plans to reduce its dealer network in China from 114 to approximately 80, focusing on cost reduction and network optimization [29][31] - The company aims to enhance its competitiveness through a strategy that prioritizes quality over quantity [31] Group 7 - The music data scraping incident involving 300TB of data has led to lawsuits from multiple record companies against the shadow library site [34][35] - Spotify and major record labels are pursuing legal action for copyright infringement related to the unauthorized distribution of protected works [34] Group 8 - TrendForce reported that the prices of key components like CPUs and memory are rising, leading to a projected 14.8% decline in global laptop shipments in Q1 [36][39] - The report indicates that brands are facing significant pressure due to rising costs and supply chain challenges [39]

Core Viewpoint - The NexPhone by Nex Computer aims to revolutionize mobile computing by integrating three major operating systems—Android, Debian Linux, and Windows 11—into a single device, challenging the traditional notion of smartphones and PCs [1][4]. Group 1: Product Features - NexPhone supports true multi-system operation, allowing users to run Android, Linux, and Windows 11 simultaneously, with Android and Debian coexisting while Windows requires a reboot [3][4]. - The device is designed to maintain flexibility, enabling users to switch between systems without being forced into a specific mode when connected to external displays and peripherals [7]. - It features a 6.58-inch LCD screen with a 120Hz refresh rate, 12GB of RAM, and 256GB of storage, along with a 5000mAh battery that supports wireless charging [11]. Group 2: Target Market - The NexPhone is positioned as a secondary computing device for users who do not want to maintain both a smartphone and a laptop, targeting developers and users with occasional needs for Linux and Windows [9]. - The pricing strategy reflects its niche market appeal, with a price of $549, which is considered affordable compared to flagship smartphones [12][13]. Group 3: Hardware Considerations - The device is powered by the Qualcomm QCM6490 chip, which is not a flagship processor but offers long-term software support, making it suitable for multi-system use [8]. - While the hardware specifications are adequate for a mid-range smartphone, expectations for high-performance PC capabilities should be tempered [8][9].

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].