人工智能焦虑拖累股价微软高管称Copilot产品销售势头良好

环球市场播报04-03

微软高管贾德森·阿尔托夫（Judson Althoff）周四向员工表示，在近期因采用率相对较低而受到批评后，公司面向商业客户的 Copilot 人工智能附加产品销售已取得更大进展。　　包括微软在内的软件股今年出现下跌，市场担忧生成式人工智能模型可能加剧竞争。微软股价在第一季度下跌 23%，该公司已加大对 OpenAI 等云客户数据中心的投入，投资者正在寻找人工智能模型增强型产品将提升营收和盈利...

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等云客户数据中心的投入，投资者正在寻找人工智能模型增强型产品将提升营收和盈利能力的迹象。\n　　今年 1 月，微软宣布其 Microsoft 365 Copilot 已获得 1500 万席位 ，该产品基于商业生产力软件订阅服务，占标准套餐席位的 3%。Microsoft 365 企业用户可使用功能有限的 Copilot Chat 助手。首席执行官萨提亚·纳德拉在财报电话会议上向分析师表示，公司“企业聊天用户数量已实现数倍增长”。\n　　每月 30 美元的 Microsoft 365 Copilot 于 2023 年全面上市，此后许多分析师将其采用情况描述为处于起步阶段 。1 月数据披露后，建议买入微软股票的瑞银分析师表示，他们原本预期会有更多订阅用户。\n　　微软商业业务首席执行官阿索夫在员工大会上表示，销售人员一直在努力推广付费版 Microsoft 365 Copilot 席位并让其他用户使用 Copilot Chat，但在收到分析师对业绩的反馈后，微软调整了策略。CNBC 查阅的会议记录显示了这一情况。\n　　阿尔托夫表示，他和微软财务总监艾米·胡德为截至本周二的第三财季设定了雄心勃勃的目标。　“这些目标在第三财季已经实现，”阿尔托夫说。　公司已为第四财季设定了新的宏伟目标。　“我对这些数字实际上非常有信心，”他表示。\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：王永生","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"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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人工智能焦虑拖累股价 微软高管称Copilot产品销售势头良好

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人工智能焦虑拖累股价微软高管称Copilot产品销售势头良好