微软：投资者会议要点：Copilot 动能强劲，Azure 产能竞赛开启

Flash | 20 Feb 2026 01:31:06 ET │ 11 pages Microsoft Corp. (MSFT.O) Investor Meeting Takeaways: Copilot Momentum + Race To Build Azure Capacity CITI'S TAKE We hosted investor meetings with Microsoft IR Jonathan Neilson and Mary Grekstas on 2/18-2/19. The meetings offered positive takeaways, with management addressing several investor concerns around competitive dynamics (Claude/CoWork), MSFT positioning post-OpenAI, capacity allocation, and capex trajectory. Commentary reinforced improving copilot adoption, ...