微软回应撤掉两个数据中心：坚持超800亿美元资本支出，但某些领域可能调整_老虎社区_美港股上老虎

微软回应撤掉两个数据中心：坚持超800亿美元资本支出，但某些领域可能调整

华尔街见闻2025-02-25

本周一，微软重申将坚持其800多亿美元的资本支出计划，但同时承认可能会在某些领域战略性地调整或放缓基础设施建设。华尔街见闻此前报道称，上周五，TD Cowen分析师发布报告指出，微软已经取消了与多个私营数据中心运营商的数项租赁协议，涉及功率总计数百兆瓦。TD Cowen认为，这些举动表明，微软可能正处于数据中心“供应过剩”的局面。消息公布后，微软股价当日跌1.9%，道指遭遇今年以来最大单日跌幅。...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

暂无评论

热议股票

7x24

全部

{"i18n":{"language":"zh_CN"},"data":{"share":"https://www.laohu8.com/m/news/2514032557?lang=zh_CN&edition=full","thumbnail":"https://static.tigerbbs.com/e0275d0fc021b6c4657174b1a53a4e4b","is_english":false,"pubTime":"2025-02-25 04:41","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2514032557","market":"hk","top_or_hot":-1,"title":"微软回应撤掉两个数据中心：坚持超800亿美元资本支出，但某些领域可能调整","media":"华尔街见闻","content":"<div>\n<p>本周一，微软重申将坚持其800多亿美元的资本支出计划，但同时承认可能会在某些领域战略性地调整或放缓基础设施建设。华尔街见闻此前报道称，上周五，TD Cowen分析师发布报告指出，微软已经取消了与多个私营数据中心运营商的数项租赁协议，涉及功率总计数百兆瓦。TD Cowen认为，这些举动表明，微软可能正处于数据中心“供应过剩”的局面。消息公布后，微软股价当日跌1.9%，道指遭遇今年以来最大单日跌幅。...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3741777\">网页链接</a>\n\n</div>\n","source":"wallstreetcn_hot_news","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>微软回应撤掉两个数据中心：坚持超800亿美元资本支出，但某些领域可能调整</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: 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微软回应撤掉两个数据中心：坚持超800亿美元资本支出，但某些领域可能调整\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-02-25 04:41 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3741777><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>本周一，微软重申将坚持其800多亿美元的资本支出计划，但同时承认可能会在某些领域战略性地调整或放缓基础设施建设。华尔街见闻此前报道称，上周五，TD Cowen分析师发布报告指出，微软已经取消了与多个私营数据中心运营商的数项租赁协议，涉及功率总计数百兆瓦。TD Cowen认为，这些举动表明，微软可能正处于数据中心“供应过剩”的局面。消息公布后，微软股价当日跌1.9%，道指遭遇今年以来最大单日跌幅。...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3741777\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU1181866309.USD","symbol_name":"摩根大通环球策略总报酬基金A (acc)","start_time":0,"source_url":"https://wallstreetcn.com/articles/3741777","article_id":"2514032557","we_media_id":null,"thumbnails":["https://static.tigerbbs.com/e0275d0fc021b6c4657174b1a53a4e4b"],"rights":{"source":"wallstreetcn_hot_news","url":"https://wallstreetcn.com/articles/3741777","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2514032557","pubTimestamp":1740429682,"columns":[],"sourceInfo":{"source_id":"wallstreetcn_hot_news","name":"华尔街见闻"},"weMediaInfo":null,"summary":"近期，“微软撤掉两个数据中心”引热议。面对市场质疑，微软周一重申超800亿美元资本支出计划，但承认可能在某些领域进行战略性调整。周一，微软股价一度跌1%，数据中心运营商Applied Digital一度暴跌13%。","collect":0,"end_time":0,"defaultTopTitle":"wallstreetcn.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"LU1181866309.USD":"摩根大通环球策略总报酬基金A (acc)","LU0757359368.USD":"SCHRODER ISF GLOBAL MULTI-ASSET INCOME \"A\" (USD)  ACC","LU0095938881.EUR":"JPMorgan Investment Funds - Global Macro Opportunities A (acc) EUR","LU0960925559.SGD":"Schroder ISF Global Multi-Asset Income A Acc SGD","LU0444971666.USD":"天利全球科技基金","LU0069063385.USD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (USD) ACC","SG9999014906.USD":"大华全球优质成长基金Acc USD","LU1815333072.USD":"THREADNEEDLE (LUX) GLOBAL FOCUS \"AUP\" (USD) INC","LU1340139317.AUD":"JPMorgan Investment Funds - Global Macro Opportunities A (acc) AUD-H","LU0957791311.USD":"THREADNEEDLE (LUX) GLOBAL FOCUS \"ZU\" (USD) ACC","LU0965509101.SGD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"A\" (SGDHDG) ACC","LU0879622024.SGD":"Schroder ISF Global Multi-Asset Income A Dis SGD-H","LU0289941410.SGD":"AB FCP I Dynamic Diversified AX SGD","IE00B4JS1V06.HKD":"JANUS HENDERSON BALANCED \"A2\" (HKD) ACC","LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD","LU1629891620.HKD":"ALLIANZ INCOME AND GROWTH \"AMG2\" (H2-HKD) INC","IE00B775SV38.USD":"NEUBERGER BERMAN US MULTICAP OPPORTUNITIES \"A\" (USD) ACC","LU1334329650.SGD":"JPMorgan Investment Funds - Global Macro Opportunities A (acc) SGD-H","BK4566":"资本集团","LU1935042488.USD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME  \"AA\" (USD) INC","LU2430703095.HKD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4\" (HKD) INC","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","LU2430703178.SGD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4H\" (SGDHDG) INC","LU0082616367.USD":"摩根大通美国科技A（dist）","LU2430703251.USD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4\" (USD) INC","LU2271345857.HKD":"ALLIANZ GLOBAL SUSTAINABILITY \"AT\" (HKD) ACC","LU0345770308.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) ACC","LU1983260115.SGD":"Janus Henderson Horizon Global Sustainable Equity A2 SGD-H","LU0175139822.USD":"AB FCP I Global Equity Blend A USD","LU2360106780.USD":"BGF WORLD TECHNOLOGY \"A4\" (USD) INC","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0006306889.USD":"SCHRODER ISF US LARGE CAP \"A\" (USD) INC AV","LU2360108059.USD":"BGF CIRCULAR ECONOMY \"A4\" (USD) INC","LU1803068979.SGD":"FTIF - Franklin Technology A (acc) SGD-H1","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","LU0950375773.USD":"BNP PARIBAS SUSTAINABLE GLOBAL LOW VOL EQUITY \"C\" (USD) INC A","LU2087625088.SGD":"ALLSPRING  US ALL CAP GROWTH \"A\" (SGDHDG) ACC","LU0683600562.USD":"AB SELECT US EQUITY \"A\" (USD) ACC","LU1267930573.SGD":"TEMPLETON GLOBAL \"AA\" (SGD) ACC A","LU1814569148.SGD":"WELLINGTON GLOBAL QUALITY GROWTH \"D\" (SGDHDG) ACC","SG9999014898.SGD":"United Global Quality Growth Fund Dis SGD","LU0158827781.USD":" ALLIANZ GLOBAL SUSTAINABILITY \"AT\" (USD) ACC","MSFT":"微软","LU0965509283.SGD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (SGDHDG) INC","LU1691799644.USD":"Amundi Funds Polen Capital Global Growth A2 (C) USD","LU0672654240.SGD":"FTIF - Franklin US Opportunities A Acc SGD-H1","LU2089283258.USD":"安联环球可持续基金Cl AM Dis","LU0787776722.HKD":"AB SELECT US EQUITY PORTFOLIO \"A\" (HKD) ACC","LU1548497426.USD":"安联环球人工智能AT Acc"},"translate_title":"Microsoft responds to the removal of two data centers: insisting on more than $80 billion in capital expenditures, but some areas may be adjusted","themeId":"","isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/34db5a4b0e31f7e3936ac19d37596970","symbols_score_info":{"MSFT":1},"content_text":"本周一，微软重申将坚持其800多亿美元的资本支出计划，但同时承认可能会在某些领域战略性地调整或放缓基础设施建设。华尔街见闻此前报道称，上周五，TD Cowen分析师发布报告指出，微软已经取消了与多个私营数据中心运营商的数项租赁协议，涉及功率总计数百兆瓦。TD Cowen认为，这些举动表明，微软可能正处于数据中心“供应过剩”的局面。消息公布后，微软股价当日跌1.9%，道指遭遇今年以来最大单日跌幅。面对市场质疑，微软迅速做出回应。公司发言人在周一通过电子邮件声明：“我们本财年投资超过800亿美元用于基础设施建设的计划仍在按计划进行，我们将继续以创纪录的速度增长以满足客户需求。”尽管重申投资承诺，微软也承认可能会进行策略性调整。公司发言人表示：“得益于我们迄今为止做出的重大投资，我们已做好充分准备以满足当前和不断增长的客户需求。仅去年一年，我们增加的容量就超过了历史上任何一年。虽然我们可能会在某些地区战略性地调整基础设施的步伐或规模，但我们将继续在所有地区保持强劲增长。这使我们能够投资并将资源分配到未来的增长领域。”周一，微软股价一度跌1%。数据中心公司Digital Realty Trust一度跌2.7%，为数据中心供电的Vistra股价一度跌近5%，数据中心运营商Applied Digital一度暴跌13%。早在今年1月初，微软宣布计划在本财年（截至6月底）投入超过800亿美元用于建设能够处理AI工作负载的数据中心。这一大手笔投资反映了微软在AI时代的战略布局，除了为自身业务和客户提供Azure公有云服务的数据中心，微软还通过CoreWeave等供应商租赁数据中心容量。此外，微软也是OpenAI的主要支持者，并参与了上月宣布的5000亿美元“星际之门”数据中心计划。","kind":"news","is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"hasMoreComments":false,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"isCrawlerRequest":true}