微软加速转向按量计费模式定价策略迎来关键转折点

投资观察05-01 02:23

瑞银分析师最新研报指出，微软正以果断姿态推进人工智能产品的按使用量计费模式。分析师表示："微软及其软件同业迈向按量计费模式的征程已持续逾年，但本次财报电话会议或将成为定价策略加速转变的标志性节点。"

尽管AI编程助手显著拉动了计算资源消耗量，但非编程场景的应用前景仍不明朗。定价模式转变何时能带来实质性收益，目前尚未有明确时间表。

分析师提出关键质疑：按消耗量收费的AI功能是否具备足够附加值以推动用户持续使用？大型企业能否在不削减非AI软件预算的前提下，坦然接受更高的计算资源成本？

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微软加速转向按量计费模式 定价策略迎来关键转折点

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微软加速转向按量计费模式定价策略迎来关键转折点