Azure季度營收達294億美元,同比增長42%,排名落後於營收422億美元的AWS。微軟預計,受AI使用量飆升推動,Azure本季度按固定匯率計算的增速為44%-45%。Azure披露的資訊和近期降息預期走軟共同推動市場進入風險偏好交易時段,微軟股價上漲2.68%,納斯達克走高。引述“避免過早加息,讓降溫過程得以展開。”— 克里斯托弗·沃勒來源Why Microsoft Stock Is Up TodayFFoolMicrosoft Azure Hits $29.4B as Fed Dovish Pivot Lifts Risk AssetsGGetfinancebriefAzure Revenue Disclosure: $29.4B, 42% Growth, Still Behind AWS $42.2BGGetsaasbrief