市场消息：微软下调AI软件销售配额，股价跌超2%，微软否认

华尔街见闻2025-12-04

微软因企业客户对AI产品接受速度不及预期而下调销售目标，股价一度下跌近3%，创下自11月18日以来的最大跌幅。公司已下调多款AI产品的销售配额，其中Azure某销售部门对名为Foundry的产品增长目标从50%大幅调降至25%。随后，据媒体报道，微软在一份邮件声明中称，公司并未下调销售员的销售配额。微软已下调部分AI软件的销售目标，由于企业客户对新型人工智能产品的接受速度不及预期。12月3日，据...

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