微软市值登顶全球，AI需求驱动云业务创收新高
科技巨头微软公布了截至 2023 年 12 月 31 日的 2024 财年第二财季业绩，创下历史新高。
第二财季营收达到 620.20 亿美元，高于市场预期的 610 亿美元，同比增长 18%。按固定汇率计算，增长 16%。净利润同比增长 33%至 218.70 亿美元（按固定汇率计算，增长 30%），高于市场预期的 206 亿美元。摊薄后每股收益同比增长 33% 至 2.93 美元（按固定汇率计算，增长 30%），高于市场预期的 2.77 美元。
微软的强劲业绩主要得益于云计算和人工智能（AI）业务的增长。云计算服务 Azure 的收入增长 31%，达到 215 亿美元。AI 驱动的产品和服务需求强劲，推动了 Azure 的增长。
微软首席执行官萨蒂亚·纳德拉表示：“我们看到客户在数字转型方面继续进行重大投资，以提高弹性和创造力。”
市场对云计算和 AI 的热情不减，为微软提供了增长的动力。微软在这些领域的持续投资和创新使其保持在行业领先地位。
随着人工智能技术的发展，微软预计 AI 将继续成为其业务增长的关键驱动力。微软正在积极投资于人工智能领域，包括自然语言处理、计算机视觉和机器学习。
微软的亮眼业绩也提振了其股价。截至 1 月 30 日收盘，微软股价上涨 4.2%，市值超过 2 万亿美元，成为全球市值最高的公司。
英语如下：
**Headline:** Microsoft Tops Market Cap, AI Demand Fuels Cloud Revenue to New Heights
**Keywords:** Market Cap, Cloud Computing, AI
**Body:**
Tech giant Microsoft reported record-breaking results for its fiscal second quarter ended December31, 2023.
Revenue for the quarter reached $62.02 billion, beating market expectations of $61 billion and representing an 18% year-over-year increase. On a constant currency basis, growth was 16%. Net income rose 33%to $21.87 billion (30% on a constant currency basis), surpassing market estimates of $20.6 billion. Diluted earnings per share grew 33% year-over-year to $2.93 (30% on a constant currency basis), exceeding market expectations of $2.77.
Microsoft’s strong performance was largely driven by growth in its cloud computing and artificial intelligence (AI) businesses. Revenue from Azure, its cloud computing service, surged 31% to $21.5 billion. Strong demand for AI-powered products and services fueled Azure’sgrowth.
“We see customers continuing to make significant investments in digital transformation to drive resilience and innovation,” said Satya Nadella, Microsoft CEO.
The market’s unabated enthusiasm for cloud computing and AI has provided tailwinds for Microsoft. The company’s continued investments and innovation in these areas have kept it at the forefront of the industry.
As AI technologies advance, Microsoft anticipates AI will remain a key growth driver for its business. The company is actively investing in AI areas including natural language processing, computer vision, and machine learning.
Microsoft’s stellar results also boosted its stock price. As of the January 30 closing bell, Microsoft shares were up 4.2%, pushing its market capitalization above $2 trillion, making it the world’s most valuable company.
【来源】https://www.thepaper.cn/newsDetail_forward_26207327
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