美股异动｜微软涨近15%，资本支出低于预期，AI变现进入加速轨道

老虎资讯综合07-30

7月30日， 微软涨近15%，报448.27美元。

消息面上，第四财季，微软总营收同比增18%，EPS增23%、较分析师预期高逾10%；Azure全财年收入首次突破千亿美元；云商业剩余履约义务（RPO）同比增84%至6780亿美元、约为全年营收两倍；当季对Anthropic投资带来32亿美元收入，Microsoft 365 Copilot付费用户超3000万；资本支出同比增70%、较预期低3.5%；未执行数据中心租赁承诺总额环比增67%至3291亿美元。

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