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九哥 Captain
其实离开老虎有几年了。疫情那年错过了特斯拉,梭了蔚来,单钓moderna call 赚了21倍,出金,留了些本金全给了ff。后面已经转大a了。但最近被美国朋友报了个红包,回归了。以前的老人好像不在了.
IP属地:湖南
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九哥 Captain
04-22
$DraftKings Inc.(DKNG)$
财报估计不行
九哥 Captain
04-21
$拼多多(PDD)$
吃个纸那么严重吗?
九哥 Captain
04-21
$老虎证券(TIGR)$
谁收到通知要去补税的了吗
九哥 Captain
04-14
$微软(MSFT)$
大盘涨成这样 微软下午怕是压不住了 要400+了
九哥 Captain
04-14
微软龙虾救了整个软件应用
异动解读 | 软件股反弹叠加"大空头"买入,Adobe盘中大涨5.03%
九哥 Captain
04-13
来了 它来啦 吃了... 他来了
微软版龙虾来了?报道:Copilot拟引入OpenClaw技术,剑指全天候自主运行
九哥 Captain
04-13
cool ,that is how it should be
Market Chatter: Microsoft Developing New Features for Copilot Inspired by OpenClaw<blockquote>市场热议:微软受OpenClaw启发为Copilot开发新功能</blockquote>
九哥 Captain
04-10
$京东(JD)$
稳定币 第一批没吃上热的。第二批有七八成把握了。毕竟前面研发测试出了不少力。跑前跑后的也Pr了不少人。
九哥 Captain
04-09
$Meta Platforms, Inc.(META)$
新ai模型 太牛逼了。HLE测试第一。几个月又上一个大台阶。 下面该其他几个公司接招了。
九哥 Captain
04-07
$特斯拉(TSLA)$
跌掉一万亿才合理?
九哥 Captain
04-07
$微软(MSFT)$
chatgpt-6 即将发布独家锁定微软云
九哥 Captain
04-05
$谷歌(GOOG)$
谷歌和
$微软(MSFT)$
微软的投资单领出来比某些当红基金etf的持仓还猛。spacex openai anthropic waymo ...
九哥 Captain
04-02
$微软(MSFT)$
给儿子买十万刀微软放着了。十年以后看
九哥 Captain
03-26
值得一试!将来智能体要想安全的向操作系统拿权限,得看微软的脸色。
万亿美元市值蒸发!Copilot表现不及预期 微软(MSFT.US)股价遭遇08金融危机来最差走势
九哥 Captain
03-26
这个底值的价值投资一试。 将来的智能体要安全的拿操作系统权限,还得看微软脸色
万亿美元市值蒸发!Copilot表现不及预期 微软(MSFT.US)股价遭遇08金融危机来最差走势
九哥 Captain
03-26
$拼多多(PDD)$
当一个互联网平台开始抢他客户生意的时候,就是没落的开始。
九哥 Captain
03-25
$拼多多(PDD)$
搞了一年千亿补贴,账上又多了一千亿现金。 这要是不搞不得奔两千亿。 现金储备快一千亿美金了,国内罕有敌手了,对表7姐妹也不遑多让。出海成功的也就字节和拼多多了。
九哥 Captain
03-24
$拼多多(PDD)$
我相信三年再造一个拼多多不是管理层吹牛b,那今年海外业务怎么也得30%增长吧。dont 要 打 face
九哥 Captain
03-24
$迪士尼(DIS)$
新电影不错,大陆又刺激生育。五一还能冲一波
九哥 Captain
03-20
$美团ADR(MPNGY)$
阿里大跌才惊奇发现。美团tnn的众多接地插座是流量入口。这是阿里怎么也搞不来的。
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谁收到通知要去补税的了吗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/555695845446728","isVote":1,"tweetType":1,"viewCount":439,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3513950802823958","authorId":"3513950802823958","name":"blood","avatar":"https://static.tigerbbs.com/fb8f62709be0ccaa582a0c0cafc5e6b8","crmLevel":5,"crmLevelSwitch":0,"authorIdStr":"3513950802823958","idStr":"3513950802823958"},"content":"按自然年算吗?我还亏2w呢","text":"按自然年算吗?我还亏2w呢","html":"按自然年算吗?我还亏2w呢"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":553550158108736,"gmtCreate":1776178721092,"gmtModify":1776178724314,"author":{"id":"263972861263548","authorId":"263972861263548","name":"九哥 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软件股反弹叠加\"大空头\"买入,Adobe盘中大涨5.03%","url":"https://stock-news.laohu8.com/highlight/detail?id=1188586358","media":"异动解读","summary":"软件巨头Adobe今日盘中股价大幅上涨5.03%,引起了市场的广泛关注。标普500指数软件和服务板块上涨3.4%,所有成分股均走高,Adobe也受益于这一板块的整体上涨趋势。此外,知名投资者、\"大空头\"Michael Burry被披露买入了Adobe的股票,这一消息进一步提振了市场对该公司股票的信心。与此同时,券商BTIG今日给予Adobe\"中性\"评级。该券商对该公司的人工智能战略感到鼓舞,但希望更加确信人工智能最终将如何重塑创意领域和Adobe的财务状况。","content":"<p>软件巨头Adobe(ADBE)今日盘中股价大幅上涨5.03%,引起了市场的广泛关注。</p><p>消息面上,美国软件股在上周受人工智能相关担忧影响出现下跌后,今日普遍反弹。标普500指数软件和服务板块上涨3.4%,所有成分股均走高,Adobe也受益于这一板块的整体上涨趋势。</p><p>此外,知名投资者、\"大空头\"Michael Burry被披露买入了Adobe的股票,这一消息进一步提振了市场对该公司股票的信心。</p><p>与此同时,券商BTIG今日给予Adobe\"中性\"评级。该券商对该公司的人工智能战略感到鼓舞,但希望更加确信人工智能最终将如何重塑创意领域和Adobe的财务状况。BTIG指出,Adobe在历史上曾表现出很强的定价能力,但随着大型科技平台的竞争加剧,这种定价能力可能难以维持。</p>","source":"ai_movement_cn","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>异动解读 | 软件股反弹叠加\"大空头\"买入,Adobe盘中大涨5.03%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; 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width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n异动解读 | 软件股反弹叠加\"大空头\"买入,Adobe盘中大涨5.03%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1092702339\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">异动解读 </p>\n<p class=\"h-time\">2026-04-14 00:09</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>软件巨头Adobe(ADBE)今日盘中股价大幅上涨5.03%,引起了市场的广泛关注。</p><p>消息面上,美国软件股在上周受人工智能相关担忧影响出现下跌后,今日普遍反弹。标普500指数软件和服务板块上涨3.4%,所有成分股均走高,Adobe也受益于这一板块的整体上涨趋势。</p><p>此外,知名投资者、\"大空头\"Michael Burry被披露买入了Adobe的股票,这一消息进一步提振了市场对该公司股票的信心。</p><p>与此同时,券商BTIG今日给予Adobe\"中性\"评级。该券商对该公司的人工智能战略感到鼓舞,但希望更加确信人工智能最终将如何重塑创意领域和Adobe的财务状况。BTIG指出,Adobe在历史上曾表现出很强的定价能力,但随着大型科技平台的竞争加剧,这种定价能力可能难以维持。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ADBE":"Adobe"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1188586358","content_text":"软件巨头Adobe(ADBE)今日盘中股价大幅上涨5.03%,引起了市场的广泛关注。消息面上,美国软件股在上周受人工智能相关担忧影响出现下跌后,今日普遍反弹。标普500指数软件和服务板块上涨3.4%,所有成分股均走高,Adobe也受益于这一板块的整体上涨趋势。此外,知名投资者、\"大空头\"Michael Burry被披露买入了Adobe的股票,这一消息进一步提振了市场对该公司股票的信心。与此同时,券商BTIG今日给予Adobe\"中性\"评级。该券商对该公司的人工智能战略感到鼓舞,但希望更加确信人工智能最终将如何重塑创意领域和Adobe的财务状况。BTIG指出,Adobe在历史上曾表现出很强的定价能力,但随着大型科技平台的竞争加剧,这种定价能力可能难以维持。","news_type":1,"symbols_score_info":{"ADBE":1}},"isVote":1,"tweetType":1,"viewCount":171,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":553192867472664,"gmtCreate":1776091423518,"gmtModify":1776091425824,"author":{"id":"263972861263548","authorId":"263972861263548","name":"九哥 Captain","avatar":"https://static.tigerbbs.com/0f08ba9d98da52cc9814dd4a3b2ae9e0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"263972861263548","idStr":"263972861263548"},"themes":[],"title":"","htmlText":"来了 它来啦 吃了... 他来了 ","listText":"来了 它来啦 吃了... 他来了 ","text":"来了 它来啦 吃了... 他来了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/553192867472664","repostId":"1114434245","repostType":2,"repost":{"id":"1114434245","kind":"news","weMediaInfo":{"introduction":"追踪全球财经热点,精选影响您财富的资讯,投资理财必备神器!","home_visible":1,"media_name":"华尔街见闻","id":"1084101182","head_image":"https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e"},"pubTimestamp":1776085644,"share":"https://www.laohu8.com/m/news/1114434245?lang=zh_CN&edition=full","pubTime":"2026-04-13 21:07","market":"us","language":"zh","title":"微软版龙虾来了?报道:Copilot拟引入OpenClaw技术,剑指全天候自主运行","url":"https://stock-news.laohu8.com/highlight/detail?id=1114434245","media":"华尔街见闻","summary":"4月13日,市场消息:$微软(MSFT)$正在开发新的Copilot功能,新功能受OpenClaw启发。","content":"<html><head></head><body><p>据科技媒体《The Information》报道,微软企业副总裁Omar Shahine领导的新团队正在探索将开源AI智能体OpenClaw的技术引入365 Copilot,目标是打造一批能够全天候自主运行、无需用户逐次指令即可处理复杂任务的AI智能体。首席执行官萨提亚·纳德拉(Satya Nadella)近期已将重组Copilot列为优先事项,并将多位高管的汇报线直接上收至CEO层级。</p><p style=\"text-align: justify;\">竞争压力背后是清晰的市场信号。微软今年以来股价累计下跌24%,在大型科技股中表现最差;与此同时,付费Copilot用户仅占Office 365用户总量的3%。Anthropic本月已宣布Claude可直接接入用户的Microsoft 365应用,并于上周五进一步预告了在Word文档中自动化操作的新功能,直接踏入Copilot的核心地盘。</p><h2 id=\"open-claw\">OpenClaw特性移植:全天候自主运行</h2><p style=\"text-align: justify;\">微软此轮Copilot改造的核心,是将OpenClaw的工作模式引入企业场景。OpenClaw以操控计算机的方式运行——拥有对特定应用的访问权与控制权,能够像人类用户一样全天候独立执行任务。</p><p style=\"text-align: justify;\">据两位直接知情人士透露,目前负责主导这一方向的是高级副总裁Charles Lamanna。纳德拉上月对Copilot工程团队进行重组后,Lamanna的汇报关系直接升至CEO,其旗下已有约十余名工程师被分配至专注于OpenClaw特性开发的新岗位。</p><p style=\"text-align: justify;\">具体功能层面,微软希望365 Copilot能够在后台持续运行,主动处理复杂任务,而非仅被动响应用户提问。一位参与该项目的人士举例称,未来版本的Copilot将能持续监控用户的Outlook邮件和日历,并在每天开始时自动生成待办事项建议;在Excel中,它还可以在用户操作某一标签页时,同步在后台整理其他标签页的内容。</p><p style=\"text-align: justify;\">此外,产品负责人还在讨论针对特定职能——如市场营销、销售或财务——开发专业化智能体。知情人士表示,专业化部署有助于限制智能体所需的权限范围,从而降低企业使用的安全风险。</p><h2 id=\"272809a1\">安全性仍是最大障碍</h2><p style=\"text-align: justify;\">尽管微软高层对上述方向持乐观态度,但自主AI智能体"失控"的先例使企业买家保持谨慎。参与该项目的人士坦承,相关工作尚处早期阶段,能否证明产品足够安全、达到企业级部署标准,将直接决定最终方案走向。</p><p style=\"text-align: justify;\">微软在基础设施层面具备一定优势。Azure云平台提供虚拟机服务,可作为OpenClaw运行的替代环境,而不必像当前许多个人用户那样专门购置Mac Mini来运行全天候智能体。微软去年发布的Agent 365产品也旨在帮助企业管理AI智能体,为其分配身份标识和应用登录凭证。</p><p style=\"text-align: justify;\">据知情人士透露,部分工程师目前已较为乐观,预计某些新功能有望赶在6月微软Build开发者大会前完成预览版本。但该人士同时强调,上述进展仍有较大不确定性,相关计划可能调整,甚至被搁置。</p><h2 id=\"a82608ce\">商业拉锯:客户在两端下注</h2><p style=\"text-align: justify;\">眼下,微软和Anthropic正在同一块市场上直接争夺企业客户,部分用户已开始主动比较两者的功能重叠之处。</p><p style=\"text-align: justify;\">德国制造商Ameco Group营销高管Alexandre Giess表示,他为团队购买了多个365 Copilot席位,但近期扩大了对Claude的订阅,原因是Claude在Excel自动化任务上表现更佳。他同时表示,将测试微软新推出的Cowork功能。"看到微软的Cowork公告,我心想,如果微软已经内嵌了Claude,也许我就不需要单独付费订阅Claude了。如果微软能做到同等水平,我可能会切换回去。"</p><p style=\"text-align: justify;\">微软商业业务负责人Judson Althoff上周向员工透露,第一财季Copilot销售超额完成"激进目标",部分增长来自基于使用量计费的Copilot产品,而非单纯依赖每席位订阅。他要求销售团队向客户重点推介以高频重复使用AI智能体驱动消费量增长的使用方式。</p><p style=\"text-align: justify;\">然而,早期因体验欠佳而离开的客户,并不容易召回。保险公司National Life Group首席信息官Nimesh Mehta表示,该公司在Copilot测试阶段便已大幅削减预算,转向OpenAI的ChatGPT。"我们的早期测试用户说,它完全没用,因为做每件事都要多花一倍时间。我们给它一份两页的文件让它总结,它给了我们一份四页的文件。"Mehta补充说,"我知道它现在好多了,也许我们会给它第二次机会,但我不确定这场争夺是否值得。"</p><h2 id=\"copilot\">Copilot的结构性困境</h2><p style=\"text-align: justify;\">微软当前面临的竞争困境,根源在于其商业模式与AI能力边界之间的错位。365 Copilot以每月30美元的订阅价附加销售给Office用户,但截至今年1月,付费用户仅1500万,仅占Office 365用户总量的3%。</p><p style=\"text-align: justify;\">与此同时,Anthropic正在将Claude直接嵌入微软的核心应用生态——PowerPoint、Excel、Word——逐步绕开Copilot,直接触达企业用户。颇为微妙的是,微软本身也向Anthropic支付费用使用其模型,并于今年3月发布了由Anthropic驱动的Copilot Cowork功能。</p><p style=\"text-align: justify;\">纳德拉的回应是组织架构与产品战略的双重收紧:工程团队整合、高管汇报线上移、押注OpenClaw路线的自主智能体形态。这场重构能否在Build大会前拿出令开发者信服的成果,将是外界评估微软AI战略执行力的第一个重要节点。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>微软版龙虾来了?报道:Copilot拟引入OpenClaw技术,剑指全天候自主运行</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; 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width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n微软版龙虾来了?报道:Copilot拟引入OpenClaw技术,剑指全天候自主运行\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1084101182\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">华尔街见闻 </p>\n<p class=\"h-time\">2026-04-13 21:07</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>据科技媒体《The Information》报道,微软企业副总裁Omar Shahine领导的新团队正在探索将开源AI智能体OpenClaw的技术引入365 Copilot,目标是打造一批能够全天候自主运行、无需用户逐次指令即可处理复杂任务的AI智能体。首席执行官萨提亚·纳德拉(Satya Nadella)近期已将重组Copilot列为优先事项,并将多位高管的汇报线直接上收至CEO层级。</p><p style=\"text-align: justify;\">竞争压力背后是清晰的市场信号。微软今年以来股价累计下跌24%,在大型科技股中表现最差;与此同时,付费Copilot用户仅占Office 365用户总量的3%。Anthropic本月已宣布Claude可直接接入用户的Microsoft 365应用,并于上周五进一步预告了在Word文档中自动化操作的新功能,直接踏入Copilot的核心地盘。</p><h2 id=\"open-claw\">OpenClaw特性移植:全天候自主运行</h2><p style=\"text-align: justify;\">微软此轮Copilot改造的核心,是将OpenClaw的工作模式引入企业场景。OpenClaw以操控计算机的方式运行——拥有对特定应用的访问权与控制权,能够像人类用户一样全天候独立执行任务。</p><p style=\"text-align: justify;\">据两位直接知情人士透露,目前负责主导这一方向的是高级副总裁Charles Lamanna。纳德拉上月对Copilot工程团队进行重组后,Lamanna的汇报关系直接升至CEO,其旗下已有约十余名工程师被分配至专注于OpenClaw特性开发的新岗位。</p><p style=\"text-align: justify;\">具体功能层面,微软希望365 Copilot能够在后台持续运行,主动处理复杂任务,而非仅被动响应用户提问。一位参与该项目的人士举例称,未来版本的Copilot将能持续监控用户的Outlook邮件和日历,并在每天开始时自动生成待办事项建议;在Excel中,它还可以在用户操作某一标签页时,同步在后台整理其他标签页的内容。</p><p style=\"text-align: justify;\">此外,产品负责人还在讨论针对特定职能——如市场营销、销售或财务——开发专业化智能体。知情人士表示,专业化部署有助于限制智能体所需的权限范围,从而降低企业使用的安全风险。</p><h2 id=\"272809a1\">安全性仍是最大障碍</h2><p style=\"text-align: justify;\">尽管微软高层对上述方向持乐观态度,但自主AI智能体"失控"的先例使企业买家保持谨慎。参与该项目的人士坦承,相关工作尚处早期阶段,能否证明产品足够安全、达到企业级部署标准,将直接决定最终方案走向。</p><p style=\"text-align: justify;\">微软在基础设施层面具备一定优势。Azure云平台提供虚拟机服务,可作为OpenClaw运行的替代环境,而不必像当前许多个人用户那样专门购置Mac Mini来运行全天候智能体。微软去年发布的Agent 365产品也旨在帮助企业管理AI智能体,为其分配身份标识和应用登录凭证。</p><p style=\"text-align: justify;\">据知情人士透露,部分工程师目前已较为乐观,预计某些新功能有望赶在6月微软Build开发者大会前完成预览版本。但该人士同时强调,上述进展仍有较大不确定性,相关计划可能调整,甚至被搁置。</p><h2 id=\"a82608ce\">商业拉锯:客户在两端下注</h2><p style=\"text-align: justify;\">眼下,微软和Anthropic正在同一块市场上直接争夺企业客户,部分用户已开始主动比较两者的功能重叠之处。</p><p style=\"text-align: justify;\">德国制造商Ameco Group营销高管Alexandre Giess表示,他为团队购买了多个365 Copilot席位,但近期扩大了对Claude的订阅,原因是Claude在Excel自动化任务上表现更佳。他同时表示,将测试微软新推出的Cowork功能。"看到微软的Cowork公告,我心想,如果微软已经内嵌了Claude,也许我就不需要单独付费订阅Claude了。如果微软能做到同等水平,我可能会切换回去。"</p><p style=\"text-align: justify;\">微软商业业务负责人Judson Althoff上周向员工透露,第一财季Copilot销售超额完成"激进目标",部分增长来自基于使用量计费的Copilot产品,而非单纯依赖每席位订阅。他要求销售团队向客户重点推介以高频重复使用AI智能体驱动消费量增长的使用方式。</p><p style=\"text-align: justify;\">然而,早期因体验欠佳而离开的客户,并不容易召回。保险公司National Life Group首席信息官Nimesh Mehta表示,该公司在Copilot测试阶段便已大幅削减预算,转向OpenAI的ChatGPT。"我们的早期测试用户说,它完全没用,因为做每件事都要多花一倍时间。我们给它一份两页的文件让它总结,它给了我们一份四页的文件。"Mehta补充说,"我知道它现在好多了,也许我们会给它第二次机会,但我不确定这场争夺是否值得。"</p><h2 id=\"copilot\">Copilot的结构性困境</h2><p style=\"text-align: justify;\">微软当前面临的竞争困境,根源在于其商业模式与AI能力边界之间的错位。365 Copilot以每月30美元的订阅价附加销售给Office用户,但截至今年1月,付费用户仅1500万,仅占Office 365用户总量的3%。</p><p style=\"text-align: justify;\">与此同时,Anthropic正在将Claude直接嵌入微软的核心应用生态——PowerPoint、Excel、Word——逐步绕开Copilot,直接触达企业用户。颇为微妙的是,微软本身也向Anthropic支付费用使用其模型,并于今年3月发布了由Anthropic驱动的Copilot Cowork功能。</p><p style=\"text-align: justify;\">纳德拉的回应是组织架构与产品战略的双重收紧:工程团队整合、高管汇报线上移、押注OpenClaw路线的自主智能体形态。这场重构能否在Build大会前拿出令开发者信服的成果,将是外界评估微软AI战略执行力的第一个重要节点。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a9e6cb1a33dd64f159118795f199c2f3","relate_stocks":{"LU2430703178.SGD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4H\" (SGDHDG) INC","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","LU1074936037.SGD":"JPMorgan Funds - US Value A (acc) SGD","LU0314106906.USD":"MANULIFE GF GLOBAL EQUITY \"AA\" (USD) INC","LU0795875169.SGD":"JPMorgan Investment Funds - Global Income A (div) SGD-H","LU1983260115.SGD":"Janus Henderson Horizon Global Sustainable Equity A2 SGD-H","LU2430703251.USD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4\" (USD) 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Nadella)近期已将重组Copilot列为优先事项,并将多位高管的汇报线直接上收至CEO层级。竞争压力背后是清晰的市场信号。微软今年以来股价累计下跌24%,在大型科技股中表现最差;与此同时,付费Copilot用户仅占Office 365用户总量的3%。Anthropic本月已宣布Claude可直接接入用户的Microsoft 365应用,并于上周五进一步预告了在Word文档中自动化操作的新功能,直接踏入Copilot的核心地盘。OpenClaw特性移植:全天候自主运行微软此轮Copilot改造的核心,是将OpenClaw的工作模式引入企业场景。OpenClaw以操控计算机的方式运行——拥有对特定应用的访问权与控制权,能够像人类用户一样全天候独立执行任务。据两位直接知情人士透露,目前负责主导这一方向的是高级副总裁Charles Lamanna。纳德拉上月对Copilot工程团队进行重组后,Lamanna的汇报关系直接升至CEO,其旗下已有约十余名工程师被分配至专注于OpenClaw特性开发的新岗位。具体功能层面,微软希望365 Copilot能够在后台持续运行,主动处理复杂任务,而非仅被动响应用户提问。一位参与该项目的人士举例称,未来版本的Copilot将能持续监控用户的Outlook邮件和日历,并在每天开始时自动生成待办事项建议;在Excel中,它还可以在用户操作某一标签页时,同步在后台整理其他标签页的内容。此外,产品负责人还在讨论针对特定职能——如市场营销、销售或财务——开发专业化智能体。知情人士表示,专业化部署有助于限制智能体所需的权限范围,从而降低企业使用的安全风险。安全性仍是最大障碍尽管微软高层对上述方向持乐观态度,但自主AI智能体\"失控\"的先例使企业买家保持谨慎。参与该项目的人士坦承,相关工作尚处早期阶段,能否证明产品足够安全、达到企业级部署标准,将直接决定最终方案走向。微软在基础设施层面具备一定优势。Azure云平台提供虚拟机服务,可作为OpenClaw运行的替代环境,而不必像当前许多个人用户那样专门购置Mac Mini来运行全天候智能体。微软去年发布的Agent 365产品也旨在帮助企业管理AI智能体,为其分配身份标识和应用登录凭证。据知情人士透露,部分工程师目前已较为乐观,预计某些新功能有望赶在6月微软Build开发者大会前完成预览版本。但该人士同时强调,上述进展仍有较大不确定性,相关计划可能调整,甚至被搁置。商业拉锯:客户在两端下注眼下,微软和Anthropic正在同一块市场上直接争夺企业客户,部分用户已开始主动比较两者的功能重叠之处。德国制造商Ameco Group营销高管Alexandre Giess表示,他为团队购买了多个365 Copilot席位,但近期扩大了对Claude的订阅,原因是Claude在Excel自动化任务上表现更佳。他同时表示,将测试微软新推出的Cowork功能。\"看到微软的Cowork公告,我心想,如果微软已经内嵌了Claude,也许我就不需要单独付费订阅Claude了。如果微软能做到同等水平,我可能会切换回去。\"微软商业业务负责人Judson Althoff上周向员工透露,第一财季Copilot销售超额完成\"激进目标\",部分增长来自基于使用量计费的Copilot产品,而非单纯依赖每席位订阅。他要求销售团队向客户重点推介以高频重复使用AI智能体驱动消费量增长的使用方式。然而,早期因体验欠佳而离开的客户,并不容易召回。保险公司National Life Group首席信息官Nimesh Mehta表示,该公司在Copilot测试阶段便已大幅削减预算,转向OpenAI的ChatGPT。\"我们的早期测试用户说,它完全没用,因为做每件事都要多花一倍时间。我们给它一份两页的文件让它总结,它给了我们一份四页的文件。\"Mehta补充说,\"我知道它现在好多了,也许我们会给它第二次机会,但我不确定这场争夺是否值得。\"Copilot的结构性困境微软当前面临的竞争困境,根源在于其商业模式与AI能力边界之间的错位。365 Copilot以每月30美元的订阅价附加销售给Office用户,但截至今年1月,付费用户仅1500万,仅占Office 365用户总量的3%。与此同时,Anthropic正在将Claude直接嵌入微软的核心应用生态——PowerPoint、Excel、Word——逐步绕开Copilot,直接触达企业用户。颇为微妙的是,微软本身也向Anthropic支付费用使用其模型,并于今年3月发布了由Anthropic驱动的Copilot Cowork功能。纳德拉的回应是组织架构与产品战略的双重收紧:工程团队整合、高管汇报线上移、押注OpenClaw路线的自主智能体形态。这场重构能否在Build大会前拿出令开发者信服的成果,将是外界评估微软AI战略执行力的第一个重要节点。","news_type":1,"symbols_score_info":{"MSFT":2}},"isVote":1,"tweetType":1,"viewCount":160,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":553180260360248,"gmtCreate":1776088437086,"gmtModify":1776088439517,"author":{"id":"263972861263548","authorId":"263972861263548","name":"九哥 Captain","avatar":"https://static.tigerbbs.com/0f08ba9d98da52cc9814dd4a3b2ae9e0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"263972861263548","idStr":"263972861263548"},"themes":[],"title":"","htmlText":"cool ,that is how it should be","listText":"cool ,that is how it should be","text":"cool ,that is how it should be","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/553180260360248","repostId":"2627455277","repostType":2,"repost":{"id":"2627455277","kind":"highlight","weMediaInfo":{"introduction":"The most recognized names in North America, Europe and Asia rely on MT Newswires to power their applications. Better news, better service, better price.","home_visible":1,"media_name":"MT Newswires Live","id":"1092851196","head_image":"https://community-static.tradeup.com/news/3002d84abbd5ace3c99397c7f95b8d4e"},"pubTimestamp":1776086397,"share":"https://www.laohu8.com/m/news/2627455277?lang=zh_CN&edition=full","pubTime":"2026-04-13 21:19","market":"nz","language":"en","title":"Market Chatter: Microsoft Developing New Features for Copilot Inspired by OpenClaw<blockquote>市场热议:微软受OpenClaw启发为Copilot开发新功能</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2627455277","media":"MT Newswires Live","summary":"Microsoft (MSFT) is developing new features for Copilot it hopes will make the AI assistant function more like OpenClaw, The Information reported Monday, citing a company statement.Corporate vice pres","content":"<p><html><body> Microsoft (MSFT) is developing new features for Copilot it hopes will make the AI assistant function more like OpenClaw, The Information reported Monday, citing a company statement.</p><p><blockquote><html><body>据The Information周一援引公司声明报道,微软(MSFT)正在为Copilot开发新功能,希望使人工智能助手的功能更像OpenClaw。</body></html></blockquote></p><p>Corporate vice president Omar Shahine is leading a newly created team that is exploring the potential of technologies inspired by OpenClaw like agents that can work around the clock on a user's behalf within Microsoft 365 applications, the report said, citing the statement.</p><p><blockquote>报道援引声明称,公司副总裁Omar Shahine正在领导一个新成立的团队,该团队正在探索受OpenClaw启发的技术的潜力,例如可以在微软365应用程序中代表用户全天候工作的代理。</blockquote></p><p>Microsoft didn't immediately reply to a request for comment from MT Newswires.</p><p><blockquote>微软没有立即回复MT Newswires的置评请求。</blockquote></p><p>(Market Chatter news is derived from conversations with market professionals globally. This information is believed to be from reliable sources but may include rumor and speculation. Accuracy is not guaranteed.)</p><p><blockquote>(Market Chatter消息来自与全球市场专业人士的对话。这些信息被认为来自可靠来源,但可能包括谣言和猜测。不保证准确性。)</blockquote></p><p></body></html></p><p><blockquote></blockquote></p><p></p>","source":"mtnewswires_news","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Market Chatter: Microsoft Developing New Features for Copilot Inspired by OpenClaw<blockquote>市场热议:微软受OpenClaw启发为Copilot开发新功能</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMarket Chatter: Microsoft Developing New Features for Copilot Inspired by OpenClaw<blockquote>市场热议:微软受OpenClaw启发为Copilot开发新功能</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1092851196\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/3002d84abbd5ace3c99397c7f95b8d4e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">MT Newswires Live </p>\n<p class=\"h-time smaller\">2026-04-13 21:19</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><body> Microsoft (MSFT) is developing new features for Copilot it hopes will make the AI assistant function more like OpenClaw, The Information reported Monday, citing a company statement.</p><p><blockquote><html><body>据The Information周一援引公司声明报道,微软(MSFT)正在为Copilot开发新功能,希望使人工智能助手的功能更像OpenClaw。</body></html></blockquote></p><p>Corporate vice president Omar Shahine is leading a newly created team that is exploring the potential of technologies inspired by OpenClaw like agents that can work around the clock on a user's behalf within Microsoft 365 applications, the report said, citing the statement.</p><p><blockquote>报道援引声明称,公司副总裁Omar Shahine正在领导一个新成立的团队,该团队正在探索受OpenClaw启发的技术的潜力,例如可以在微软365应用程序中代表用户全天候工作的代理。</blockquote></p><p>Microsoft didn't immediately reply to a request for comment from MT Newswires.</p><p><blockquote>微软没有立即回复MT Newswires的置评请求。</blockquote></p><p>(Market Chatter news is derived from conversations with market professionals globally. This information is believed to be from reliable sources but may include rumor and speculation. Accuracy is not guaranteed.)</p><p><blockquote>(Market Chatter消息来自与全球市场专业人士的对话。这些信息被认为来自可靠来源,但可能包括谣言和猜测。不保证准确性。)</blockquote></p><p></body></html></p><p><blockquote></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1642822529.SGD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"A\" (SGD) ACC","LU0444973449.USD":"CT (LUX) I GLOBAL TECHNOLOGY \"DU\" (USD) ACC","LU0302445910.USD":"SCHRODER ISF GLOBAL CLIMATE CHANGE EQUITY \"A\" ACC","LU2191332357.HKD":"SCHRODER ISF SUSTAINABLE MULTI-ASSET INCOME \"A\" (HKDHDG) INC","BK4587":"ChatGPT概念","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU1496350171.SGD":"FRANKLIN DIVERSIFIED BALANCED \"A\" (SGDHDG) ACC","LU1585245621.USD":"EASTSPRING INV GLOBAL LOW VOLATILITY EQUITY FUND \"A\" (USD) ACC B","META":"Meta Platforms, Inc.","SGXZ81514606.USD":"大华环球创新基金A Acc USD","LU0158827948.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"A\" (USD) INC","LU2463028550.USD":"AB SICAV I AMERICAN MULTI-ASSET 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下面该其他几个公司接招了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/551506540950384","isVote":1,"tweetType":1,"viewCount":1686,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":550816507521096,"gmtCreate":1775498593452,"gmtModify":1775498595700,"author":{"id":"263972861263548","authorId":"263972861263548","name":"九哥 Captain","avatar":"https://static.tigerbbs.com/0f08ba9d98da52cc9814dd4a3b2ae9e0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"263972861263548","idStr":"263972861263548"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a> 跌掉一万亿才合理?","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a> 跌掉一万亿才合理?","text":"$特斯拉(TSLA)$ 跌掉一万亿才合理?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/550816507521096","isVote":1,"tweetType":1,"viewCount":973,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":550804896227592,"gmtCreate":1775495784704,"gmtModify":1775495786782,"author":{"id":"263972861263548","authorId":"263972861263548","name":"九哥 Captain","avatar":"https://static.tigerbbs.com/0f08ba9d98da52cc9814dd4a3b2ae9e0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"263972861263548","idStr":"263972861263548"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$ </a> chatgpt-6 即将发布独家锁定微软云","listText":"<a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$ </a> chatgpt-6 即将发布独家锁定微软云","text":"$微软(MSFT)$ chatgpt-6 即将发布独家锁定微软云","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/550804896227592","isVote":1,"tweetType":1,"viewCount":660,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":550344356849048,"gmtCreate":1775383254732,"gmtModify":1775383257137,"author":{"id":"263972861263548","authorId":"263972861263548","name":"九哥 Captain","avatar":"https://static.tigerbbs.com/0f08ba9d98da52cc9814dd4a3b2ae9e0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"263972861263548","idStr":"263972861263548"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$ </a> 谷歌和<a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$ </a> 微软的投资单领出来比某些当红基金etf的持仓还猛。spacex openai anthropic waymo ...","listText":"<a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$ </a> 谷歌和<a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$ </a> 微软的投资单领出来比某些当红基金etf的持仓还猛。spacex openai anthropic waymo ...","text":"$谷歌(GOOG)$ 谷歌和$微软(MSFT)$ 微软的投资单领出来比某些当红基金etf的持仓还猛。spacex openai anthropic waymo ...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/550344356849048","isVote":1,"tweetType":1,"viewCount":1745,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":549033403586712,"gmtCreate":1775063266538,"gmtModify":1775063268602,"author":{"id":"263972861263548","authorId":"263972861263548","name":"九哥 Captain","avatar":"https://static.tigerbbs.com/0f08ba9d98da52cc9814dd4a3b2ae9e0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"263972861263548","idStr":"263972861263548"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$ </a> 给儿子买十万刀微软放着了。十年以后看","listText":"<a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$ </a> 给儿子买十万刀微软放着了。十年以后看","text":"$微软(MSFT)$ 给儿子买十万刀微软放着了。十年以后看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/549033403586712","isVote":1,"tweetType":1,"viewCount":2605,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3455967323479283","authorId":"3455967323479283","name":"有认知却没钱了","avatar":"https://static.tigerbbs.com/8928a2c393f886c12fe587ec81fb5cfc","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3455967323479283","idStr":"3455967323479283"},"content":"你球的10w刀 你有10000块都不错了","text":"你球的10w刀 你有10000块都不错了","html":"你球的10w刀 你有10000块都不错了"},{"author":{"id":"263972861263548","authorId":"263972861263548","name":"九哥 Captain","avatar":"https://static.tigerbbs.com/0f08ba9d98da52cc9814dd4a3b2ae9e0","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"263972861263548","idStr":"263972861263548"},"content":"小伙子 你把十万刀想的太多了。其实我有没有也都没必要给你看。","text":"小伙子 你把十万刀想的太多了。其实我有没有也都没必要给你看。","html":"小伙子 你把十万刀想的太多了。其实我有没有也都没必要给你看。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":546736759330976,"gmtCreate":1774505379445,"gmtModify":1774505382141,"author":{"id":"263972861263548","authorId":"263972861263548","name":"九哥 Captain","avatar":"https://static.tigerbbs.com/0f08ba9d98da52cc9814dd4a3b2ae9e0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"263972861263548","idStr":"263972861263548"},"themes":[],"title":"","htmlText":"值得一试!将来智能体要想安全的向操作系统拿权限,得看微软的脸色。","listText":"值得一试!将来智能体要想安全的向操作系统拿权限,得看微软的脸色。","text":"值得一试!将来智能体要想安全的向操作系统拿权限,得看微软的脸色。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/546736759330976","repostId":"2622000003","repostType":2,"repost":{"id":"2622000003","kind":"news","pubTimestamp":1774476000,"share":"https://www.laohu8.com/m/news/2622000003?lang=zh_CN&edition=full","pubTime":"2026-03-26 06:00","market":"hk","language":"zh","title":"万亿美元市值蒸发!Copilot表现不及预期 微软(MSFT.US)股价遭遇08金融危机来最差走势","url":"https://stock-news.laohu8.com/highlight/detail?id=2622000003","media":"智通财经","summary":"在人工智能叙事降温与市场预期调整的双重压力下,微软股价持续走弱,正经历自金融危机以来最疲弱的一段时间。与2025年10月创下的542.07美元历史收盘高点相比,微软股价目前已累计回撤近32%。该机构仍维持“买入”评级,但将12个月目标价从600美元下调至510美元,并强调Copilot业务表现需明显改善,才能推动股价重新获得估值溢价。受股价持续下跌影响,微软自历史高点以来市值已蒸发约1.28万亿美元。","content":"<html><body><p>在人工智能叙事降温与市场预期调整的双重压力下,<a href=\"https://laohu8.com/S/MSFT\">微软</a>(MSFT.US)股价持续走弱,正经历自金融危机以来最疲弱的一段时间。</p><p>智通财经APP获悉,周三微软股价下跌0.46%,收于371.04美元,创下自2025年4月以来最低收盘水平。数据显示,该股今年以来表现低迷,正迈向有记录以来最差的开年表现,同时也有望录得自2008年第四季度以来最大季度跌幅。与2025年10月创下的542.07美元历史收盘高点相比,微软股价目前已累计回撤近32%。</p><p>市场情绪转弱的一个重要原因在于AI产品落地进展不及预期。UBS分析师近日在报告中指出,微软的核心AI产品,Microsoft 365 Copilot表现“令人失望”,市场接受速度低于此前预期。该机构仍维持“买入”评级,但将12个月目标价从600美元下调至510美元,并强调Copilot业务表现需明显改善,才能推动股价重新获得估值溢价。</p><p>微软方面表示,Copilot在过去一年已完成重构,以充分利用来自OpenAI和Anthropic的技术进展,并称截至去年12月季度,用户使用情况“非常良好”。不过,市场反馈仍显谨慎。分析师指出,目前Copilot订阅用户规模约为1500万席位,仍低于市场预期,尤其在亚洲市场,企业客户普遍认为其价值尚未完全体现。</p><p>此外,市场对微软云业务增长前景也出现分歧。公司对Azure需求前景保持乐观,但并未对未来季度的收入增长或算力扩张提供更多指引。分析人士认为,GPU资源配置变化仍可能在短期内限制Azure增长节奏。</p><p>值得注意的是,微软在AI竞争中采取“开放合作”的策略,例如与Anthropic合作开发Copilot相关功能,被部分分析师视为“必要且明智的应对举措”。但整体来看,市场仍在等待更明确的商业化成果。</p><p>受股价持续下跌影响,微软自历史高点以来市值已蒸发约1.28万亿美元。尽管如此,部分机构认为当前估值已具吸引力。</p></body></html>","source":"stock_zhitongcaijing","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>万亿美元市值蒸发!Copilot表现不及预期 微软(MSFT.US)股价遭遇08金融危机来最差走势</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n万亿美元市值蒸发!Copilot表现不及预期 微软(MSFT.US)股价遭遇08金融危机来最差走势\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-03-26 06:00 北京时间 <a href=http://www.zhitongcaijing.com/content/detail/1419143.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>在人工智能叙事降温与市场预期调整的双重压力下,微软(MSFT.US)股价持续走弱,正经历自金融危机以来最疲弱的一段时间。智通财经APP获悉,周三微软股价下跌0.46%,收于371.04美元,创下自2025年4月以来最低收盘水平。数据显示,该股今年以来表现低迷,正迈向有记录以来最差的开年表现,同时也有望录得自2008年第四季度以来最大季度跌幅。与2025年10月创下的542.07美元历史收盘高点相比...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1419143.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU2361044949.HKD":"WELLINGTON US QUALITY GROWTH \"A\" (HKD) ACC","IE00BK4W5M84.HKD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (HKD) ACC","SG9999014880.SGD":"大华全球优质成长基金Acc SGD","LU2462157665.USD":"ALLIANZ GLOBAL INCOME \"A\" (USD) INC","LU2361044865.SGD":"WELLINGTON US QUALITY GROWTH \"A\" (SGDHDG) ACC","LU0949170426.SGD":"Blackrock Global Multi-Asset Income A6 SGD-H","LU1623119135.USD":"Natixis Mirova Global Sustainable Equity R-NPF/A USD","LU2362540622.SGD":"WELLINGTON NEXT GENERATION GLOBAL EQUITY \"A\" (SGDHDG) ACC","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","LU0107464264.USD":"abrdn SICAV I - GLOBAL INNOVATION EQUITY \"A\" (USD) ACC","LU1712237335.SGD":"Natixis Mirova Global Sustainable Equity H-R-NPF/A SGD","LU0345774391.USD":"NINETY ONE GSF AMERICAN FRANCHISE \"A\" (USD) 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Copilot表现“令人失望”,市场接受速度低于此前预期。该机构仍维持“买入”评级,但将12个月目标价从600美元下调至510美元,并强调Copilot业务表现需明显改善,才能推动股价重新获得估值溢价。微软方面表示,Copilot在过去一年已完成重构,以充分利用来自OpenAI和Anthropic的技术进展,并称截至去年12月季度,用户使用情况“非常良好”。不过,市场反馈仍显谨慎。分析师指出,目前Copilot订阅用户规模约为1500万席位,仍低于市场预期,尤其在亚洲市场,企业客户普遍认为其价值尚未完全体现。此外,市场对微软云业务增长前景也出现分歧。公司对Azure需求前景保持乐观,但并未对未来季度的收入增长或算力扩张提供更多指引。分析人士认为,GPU资源配置变化仍可能在短期内限制Azure增长节奏。值得注意的是,微软在AI竞争中采取“开放合作”的策略,例如与Anthropic合作开发Copilot相关功能,被部分分析师视为“必要且明智的应对举措”。但整体来看,市场仍在等待更明确的商业化成果。受股价持续下跌影响,微软自历史高点以来市值已蒸发约1.28万亿美元。尽管如此,部分机构认为当前估值已具吸引力。","news_type":1,"symbols_score_info":{"MSFD":0.6,"MSFX":0.6,"MSFU":0.6,"MSFL":0.6,"MSFY":0.6,"MSFO":0.6,"MSFW":0.6,"MSFT":1.98}},"isVote":1,"tweetType":1,"viewCount":664,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":546735306823864,"gmtCreate":1774505026381,"gmtModify":1774505029160,"author":{"id":"263972861263548","authorId":"263972861263548","name":"九哥 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微软(MSFT.US)股价遭遇08金融危机来最差走势","url":"https://stock-news.laohu8.com/highlight/detail?id=2622000003","media":"智通财经","summary":"在人工智能叙事降温与市场预期调整的双重压力下,微软股价持续走弱,正经历自金融危机以来最疲弱的一段时间。与2025年10月创下的542.07美元历史收盘高点相比,微软股价目前已累计回撤近32%。该机构仍维持“买入”评级,但将12个月目标价从600美元下调至510美元,并强调Copilot业务表现需明显改善,才能推动股价重新获得估值溢价。受股价持续下跌影响,微软自历史高点以来市值已蒸发约1.28万亿美元。","content":"<html><body><p>在人工智能叙事降温与市场预期调整的双重压力下,<a href=\"https://laohu8.com/S/MSFT\">微软</a>(MSFT.US)股价持续走弱,正经历自金融危机以来最疲弱的一段时间。</p><p>智通财经APP获悉,周三微软股价下跌0.46%,收于371.04美元,创下自2025年4月以来最低收盘水平。数据显示,该股今年以来表现低迷,正迈向有记录以来最差的开年表现,同时也有望录得自2008年第四季度以来最大季度跌幅。与2025年10月创下的542.07美元历史收盘高点相比,微软股价目前已累计回撤近32%。</p><p>市场情绪转弱的一个重要原因在于AI产品落地进展不及预期。UBS分析师近日在报告中指出,微软的核心AI产品,Microsoft 365 Copilot表现“令人失望”,市场接受速度低于此前预期。该机构仍维持“买入”评级,但将12个月目标价从600美元下调至510美元,并强调Copilot业务表现需明显改善,才能推动股价重新获得估值溢价。</p><p>微软方面表示,Copilot在过去一年已完成重构,以充分利用来自OpenAI和Anthropic的技术进展,并称截至去年12月季度,用户使用情况“非常良好”。不过,市场反馈仍显谨慎。分析师指出,目前Copilot订阅用户规模约为1500万席位,仍低于市场预期,尤其在亚洲市场,企业客户普遍认为其价值尚未完全体现。</p><p>此外,市场对微软云业务增长前景也出现分歧。公司对Azure需求前景保持乐观,但并未对未来季度的收入增长或算力扩张提供更多指引。分析人士认为,GPU资源配置变化仍可能在短期内限制Azure增长节奏。</p><p>值得注意的是,微软在AI竞争中采取“开放合作”的策略,例如与Anthropic合作开发Copilot相关功能,被部分分析师视为“必要且明智的应对举措”。但整体来看,市场仍在等待更明确的商业化成果。</p><p>受股价持续下跌影响,微软自历史高点以来市值已蒸发约1.28万亿美元。尽管如此,部分机构认为当前估值已具吸引力。</p></body></html>","source":"stock_zhitongcaijing","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>万亿美元市值蒸发!Copilot表现不及预期 微软(MSFT.US)股价遭遇08金融危机来最差走势</title>\n<style 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href=\"http://www.zhitongcaijing.com/content/detail/1419143.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU2361044949.HKD":"WELLINGTON US QUALITY GROWTH \"A\" (HKD) ACC","IE00BK4W5M84.HKD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (HKD) ACC","SG9999014880.SGD":"大华全球优质成长基金Acc SGD","LU2462157665.USD":"ALLIANZ GLOBAL INCOME \"A\" (USD) INC","LU2361044865.SGD":"WELLINGTON US QUALITY GROWTH \"A\" (SGDHDG) ACC","LU0949170426.SGD":"Blackrock Global Multi-Asset Income A6 SGD-H","LU1623119135.USD":"Natixis Mirova Global Sustainable Equity R-NPF/A USD","LU2362540622.SGD":"WELLINGTON NEXT GENERATION GLOBAL EQUITY \"A\" (SGDHDG) ACC","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","LU0107464264.USD":"abrdn SICAV I - GLOBAL INNOVATION EQUITY \"A\" (USD) ACC","LU1712237335.SGD":"Natixis Mirova Global Sustainable Equity H-R-NPF/A SGD","LU0345774391.USD":"NINETY ONE GSF AMERICAN FRANCHISE \"A\" (USD) 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给儿子买十万刀微软放着了。十年以后看","text":"$微软(MSFT)$ 给儿子买十万刀微软放着了。十年以后看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/549033403586712","isVote":1,"tweetType":1,"viewCount":2605,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3455967323479283","authorId":"3455967323479283","name":"有认知却没钱了","avatar":"https://static.tigerbbs.com/8928a2c393f886c12fe587ec81fb5cfc","crmLevel":1,"crmLevelSwitch":0,"idStr":"3455967323479283","authorIdStr":"3455967323479283"},"content":"你球的10w刀 你有10000块都不错了","text":"你球的10w刀 你有10000块都不错了","html":"你球的10w刀 你有10000块都不错了"},{"author":{"id":"263972861263548","authorId":"263972861263548","name":"九哥 Captain","avatar":"https://static.tigerbbs.com/0f08ba9d98da52cc9814dd4a3b2ae9e0","crmLevel":1,"crmLevelSwitch":0,"idStr":"263972861263548","authorIdStr":"263972861263548"},"content":"小伙子 你把十万刀想的太多了。其实我有没有也都没必要给你看。","text":"小伙子 你把十万刀想的太多了。其实我有没有也都没必要给你看。","html":"小伙子 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净利润差别不是很大。市值差四倍多。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":4,"repostSize":1,"link":"https://laohu8.com/post/497015607690072","isVote":1,"tweetType":1,"viewCount":2791,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3546249304196282","authorId":"3546249304196282","name":"火火兔爸","avatar":"https://static.tigerbbs.com/1914631c23e50a7645217a36cc9d9598","crmLevel":9,"crmLevelSwitch":1,"idStr":"3546249304196282","authorIdStr":"3546249304196282"},"content":"一个在走下坡路","text":"一个在走下坡路","html":"一个在走下坡路"},{"author":{"id":"3546249304196282","authorId":"3546249304196282","name":"火火兔爸","avatar":"https://static.tigerbbs.com/1914631c23e50a7645217a36cc9d9598","crmLevel":9,"crmLevelSwitch":1,"idStr":"3546249304196282","authorIdStr":"3546249304196282"},"content":"规模优势,用不了多久诺和诺德和仿制药都会被干死","text":"规模优势,用不了多久诺和诺德和仿制药都会被干死","html":"规模优势,用不了多久诺和诺德和仿制药都会被干死"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":490106457453104,"gmtCreate":1760640799265,"gmtModify":1760640801445,"author":{"id":"263972861263548","authorId":"263972861263548","name":"九哥 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都辟谣了","text":"再多看点新闻 都辟谣了","html":"再多看点新闻 都辟谣了"}],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}