微软推出更高定价、搭载Copilot的Office套餐，借AI提振销量

环球市场播报03-09

发布时间：美国东部时间 2026 年 3 月 9 日周一上午 9：00 　　核心要点售价 99 美元的 Microsoft 365 E7 套餐将于 5 月推出，包含 Copilot 人工智能插件，以及 AI 智能体管理工具和员工身份管理工具。微软商用事业部 CEO 表示，此举将提升 Copilot 的普及率，目前该功能在商业版办公软件订阅用户中尚未普及。微软正通过包括 Copilot ...

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higher-priced, Copilot-powered Office package to boost sales with AI","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"MSFD":0.6,"MSFT":1.98,"MSFX":0.6,"MSFU":0.6,"MSFY":0.6,"MSFO":0.6,"MSFW":0.6,"MSFL":0.6},"content_text":"发布时间：美国东部时间 2026 年 3 月 9 日 周一 上午 9：00\n　　核心要点\n\n售价 99 美元的 Microsoft 365 E7 套餐将于 5 月推出，包含 Copilot 人工智能插件，以及 AI 智能体管理工具和员工身份管理工具。\n微软商用事业部 CEO 表示，此举将提升 Copilot 的普及率，目前该功能在商业版办公软件订阅用户中尚未普及。\n微软正通过包括 Copilot 在内的方式，从每位商业用户身上获取更多收入。\n\n微软商用事业部首席执行官 贾德森·阿尔索夫\n　　微软正在为其 Office 办公软件套件加入人工智能功能，并对升级版产品加价 65%，试图吸引企业用户使用其 Copilot AI 插件。\n　　这款面向企业员工的全新高端套餐 ——Microsoft 365 E7，定价为每位用户每月 99 美元；而在即将到来的涨价后，E5 订阅价格为每月 60 美元。\n　　E7 包含：\n\n价值 30 美元的 Copilot\n价值 12 美元的 Entra 身份管理工具\n全新推出、价值 15 美元的 Agent 365（用于管理企业 AI 智能体）\n\n　　过去一年，微软在数据中心基础设施上投入超 1000 亿美元，包括可支撑 AI 模型的英伟达芯片。销售 AI 相关产品是兑现这项投资回报的途径之一。\n　　对于购买 E7 套餐或单独订阅 Copilot 的客户，微软将推出Copilot Cowork功能，该功能源于微软与 AI 模型开发商 Anthropic 的合作。它可处理多步骤任务，例如定时向同事发送邮件、基于文档和内部会议为会议做准备等。\n　　Copilot Cowork 将于本月面向微软 Frontier 计划客户开启研究预览版，该计划用于让客户提前体验 AI 功能。\n　　此前，Anthropic 更新其 Claude Cowork 服务，曾让部分投资者担心 AI 模型会对成熟软件公司构成竞争威胁。\n　　微软商用事业部 CEO 贾德森・阿尔索夫在接受 CNBC 采访时表示，Copilot 升级与 5 月 1 日推出的 E7 套餐，都将进一步推动 Copilot 的普及。他称，E7 的推出也会促使企业将更多员工升级到 E5。\n　　“我们目前的主力套餐是 E5，对吧？” 他说，“而且我们现在正处于 E5 的健康续约周期中。但 E5 是在 AI 智能体时代到来之前推出的。”\n　　对微软而言，在拓展云业务的同时，提升办公软件收入仍是重中之重。\n　　去年第四季度，Microsoft 365 商业版产品与云服务占公司总营收的 30%。但微软报告显示，商业客户购买订阅的用户数增速放缓，最近一个季度 365 商业版席位仅增长 6%。\n　　微软正越来越多地通过包括 Copilot 在内的方式，从每位商业用户身上获得更多收入。\n　　今年 1 月，微软 CEO 萨提亚・纳德拉表示，公司拥有1500 万 Microsoft 365 Copilot 付费席位，仅占 Microsoft 365 商业版订阅总席位的 3%。\n　　科技行业研究机构 Gartner 分析师阿拉斯泰尔・伍尔科克认为，E7 套餐中纳入身份、管理和安全软件，对帮助大型企业安全部署新一代 AI 工具、提升生产力至关重要。\n　　“没人愿意买十几种每月 20 美元的产品，对吧？” 他说。\n　　上周四，在与微软投资者关系副总裁乔纳森・尼尔森会面后，以布伦特・蒂尔为首的杰富瑞分析师团队在给客户的报告中重申了对微软股票的买入评级。\n　　蒂尔写道，微软 “信心持续增强”，正依托约 4.5 亿用户基础，开启 Microsoft 365 的整体目标市场扩张。\n　　“管理层指出，尽管第三方产品（如 Claude Cowork）备受关注，但绝大多数 AI 驱动的工作仍在微软应用内完成 —— 这带动了微软自有知识产权产品（Outlook、Teams、Excel、PPT 等）的使用量增长。”\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：郭明煜","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"productRelease","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"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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