1422 ET - 微软最新财报堪称铁证，有力证明人工智能基础设施建设并未过度扩张。Benchmark分析师Yi Fu Lee在报告中指出："投资者对我们最常提出的质疑，就是担忧AI基建存在产能过剩风险。"他援引Meta考虑出售闲置算力的报道为例，但Azure的亮眼表现——以43%的增速持续攀升，且需求仍远超供给能力——"彻底终结了这场争论"。Lee强调："公司拥有极为清晰的AI/云客户渠道洞察，任何新上线产能都能被即时消化，这本身就是最有力的证据。我们坚持认为，Azure的增长瓶颈始终在于供给能力而非需求疲软。"受此提振，微软股价飙升17%。
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微软Q4财报终结AI算力过剩争论：需求远超供给
投资观察07-31 02:25
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