微软已超越苹果，即将迎来“iPhone时刻”

金十数据03-27

微软(MSFT.O)已经是美国市值最大的上市公司与排名第二的苹果(AAPL.O)相比，领先近5000亿美元。但这并不意味着微软不能像苹果拥有“iPhone魔力”那样受益，至少韦德布什的分析师丹尼尔·艾夫斯（Daniel Ives）是这么说的，他在周一晚些时候表示，人工智能对微软的作用就像智能手机对苹果(AAPL.O)的作用一样，改变公司的增长轨迹。具体而言，艾夫斯指的是微软Azure云计算业务...

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Nadella）及其团队]更多的Azure云的交易流，随着人工智能用例在整个企业领域的爆炸式增长，未来6到12个月将出现重大发展势头。\n他表示，在未来三年中，超过70%的微软用户将使用Copilot，而他之前的估计是60%的采用率。艾夫斯表示，微软今年可能会看到人工智能的发展势头，不过下一财年“仍然是人工智能增长的真正拐点年”，因为公司将在未来几个月内继续采取定价举措并推出使用案例。\n艾夫斯继续说：“我们认为，股票尚未完全反映出我们认为在2024/2025年将到来的云和人工智能增长的下一波浪潮，这将使微软的故事更上一层楼，将更多的预算资金投入到人工智能中。”","kind":null,"is_publish_news":null,"is_publish_highlight":null,"is_publish_live":null,"is_publish_wemedia":null,"editions":null,"symbols":[],"gpt_button":1},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; 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