文章核心观点 - Microsoft (MSFT)作为人工智能(AI)趋势的先行者,其股价在2023年持续上涨,创下新高 [1] - 作者专注于长期增长和股息增长投资,关注公司的盈利能力、自由现金流稳定性和增长、投资回报率等指标 [1] 公司研究 - Microsoft公司股票在今年的表现落后于大盘 [1] - 作者持有Microsoft公司的股票或衍生工具,并撰写本文表达自己的观点 [2] 免责声明 - 过去的业绩不能保证未来的结果,任何投资建议都需要根据个人情况而定 [3] - Seeking Alpha的分析师都是第三方作者,可能不是持牌的证券交易商或投资顾问 [3]

文章核心观点 - 微软推出了一系列针对开发者的AI工具,包括GitHub Copilot for Azure和AI App Templates,旨在简化AI应用开发过程 [1][3][5] - 这些工具反映了"AI工程师"这一新兴职业的崛起,标志着软件开发从传统的代码-构建-调试模式向更加智能化的方向转变 [3][4] - 微软的这一举措有望帮助开发者消除在不同工具和界面之间切换的认知负担,提高开发效率 [1][5] - 这些工具的成功与否将决定不仅微软在AI领域的地位,也将影响未来软件开发的模式 [6][7] 行业影响 - 随着企业纷纷将AI能力集成到应用程序中,开发工具和平台的选择将决定企业未来数年的生态系统 [6] - 微软凭借GitHub和Azure云平台的优势,有望在这一市场中占据主导地位 [6] - 微软的新工具包括模型评估和A/B测试等功能,可以帮助开发者自动评估AI输出的质量 [6] 公司动态 - 微软推出的GitHub Copilot for Azure和AI App Templates等工具,旨在简化AI应用开发过程,消除开发者在不同工具间切换的认知负担 [1][3][5] - 这些工具反映了"AI工程师"这一新兴职业的崛起,标志着软件开发正在从传统模式向更加智能化的方向转变 [3][4] - 微软的这一举措有望帮助其在企业AI市场中进一步巩固地位,并在云计算战争中对亚马逊和谷歌构成挑战 [6][7]

About this content About Josh Lamb After graduating from the University of Kent in the summer of 2022 with a degree in History, Josh joined Proactive later that year as a journalist in the UK editorial team. Josh has reported on a range of areas whilst at Proactive, including energy companies during a time of global crisis, aviation and airlines as the sector recovers from the pandemic, as well as covering economic, social and governance issues. Read more About the publisher Proactive financial news and onl ...

Microsoft has a very expensive and very public relationship with artificial intelligence startup OpenAI. But one of Microsoft's most successful AI products, GitHub Copilot, is now going beyond OpenAI to give developers more choice in what models they want to use.GitHub, which Microsoft acquired in 2018, said in a blog post on Tuesday that developers will be able to power the GitHub Copilot Chat feature with Anthropic's Claude 3.5 Sonnet model or Google's Gemini 1.5 Pro model, as alternatives to OpenAI's GPT ...

Microsoft (MSFT) is set to release first-quarter fiscal 2025 results on Oct. 30 after market close. It is worth taking a look at this leading software company's fundamentals ahead of its results. After the bouts of huge sell-offs in July and August, Microsoft has reversed all the losses and trading with flat returns over the past three months. However, the sector has gained 4.4% in the same time frame. The software maker has a reasonable chance of beating estimates in the reported quarter. As such, ETFs hav ...

文章核心观点 - 人工智能行业正在快速发展,但投资者需要谨慎,因为即使早期投资表现良好的公司,也不能保证长期收益[1] - 投资者可以通过Roundhill Generative AI & Technology ETF (CHAT)获得人工智能相关公司的多元化投资机会[2] 关于CHAT基金 - CHAT基金包含49只股票,其中包括英伟达、谷歌和微软等知名公司,占总持仓的18.84%[3] - CHAT基金的年费率为0.75%,属于较高水平,投资者需要注意长期高费率对收益的影响[4] - 截至2024年10月28日,CHAT基金的年初至今收益率为28.72%,超过了同期S&P 500指数的22.53%[5][7] CHAT基金持仓 - CHAT基金前十大重仓股包括英伟达、谷歌、微软、Meta、美光科技等知名科技公司[6] - 基金还包括部分中国、台湾和日本的人工智能相关股票,以及一些能源股票[7] 评论 - CHAT基金提供了一种在人工智能领域进行多元化投资的方式,但仍属于高集中度的主题基金,投资者需谨慎[7] - 对于希望定期获得收益的投资者,NVDY基金可能是更好的选择[8]

When asked whether it's been worth the cost ( $30 monthly per user in the case of Copilot), tech leaders say they aren't sure. An equal one-quarter of respondents answered either yes or no to that question, while 50% of respondents said it is still too soon to know. Those numbers should trend higher over time, according to the CNBC survey, with only one-third of companies surveyed saying they have no plans to use Copilot in the future, in and two-thirds of survey respondents say they plan to use Copilot spe ...

文章核心观点 - 微软指控谷歌通过"影子运动"来破坏其业务 [1][2] - 谷歌成立了一个名为"开放云联盟"的游说团体,试图影响欧洲云计算监管 [3][4] - 微软在云计算市场份额领先谷歌,亚马逊AWS则是行业领导者 [7][8] - 谷歌指控微软使用反竞争性的许可做法,迫使企业留在Azure云基础设施 [7] - 两家科技巨头在多个领域展开竞争,包括云基础设施、搜索、AI和生产力软件 [7] 根据相关目录分别进行总结 微软与谷歌的竞争 - 微软指控谷歌通过"影子运动"来破坏其业务 [1][2] - 谷歌成立了一个名为"开放云联盟"的游说团体,试图影响欧洲云计算监管 [3][4] - 谷歌指控微软使用反竞争性的许可做法,迫使企业留在Azure云基础设施 [7] - 两家科技巨头在多个领域展开竞争,包括云基础设施、搜索、AI和生产力软件 [7] 云计算市场格局 - 微软在云计算市场份额领先谷歌,亚马逊AWS则是行业领导者 [7][8] - 2024年第二季度,谷歌云收入为103.5亿美元,微软Azure收入为285亿美元 [7] - 2023年,谷歌云收入为337亿美元,微软智能云部门收入为968亿美元 [8]

NEW YORK, Oct. 29, 2024 (GLOBE NEWSWIRE) -- Rezolve AI, (Nasdaq: RZLV) a pioneer in empathetic conversational commerce solutions, congratulates Sierra on its recent $4.5 billion valuation achieved through fundraising led by Greenoaks Capital, with participation from ICONIQ and Thrive Capital. This milestone signals robust investor confidence in AI-driven customer engagement, a vision Rezolve AI has advanced with its proprietary brainpowa large language model and suite of commerce-focused AI solutions. “We a ...

DENVER, Oct. 29, 2024 /PRNewswire/ -- Lumen Technologies (NYSE: LUMN) today announced the appointment of Chris Capossela to its board of directors, effective immediately. Former Microsoft CMO, Chris Capossela joins Lumen's Board of Directors Former Microsoft CMO, Chris Capossela joins Lumen's Board of Directors Capossela is a recognized authority in the technology industry and spent over 30 years of his career at Microsoft in a variety of roles. For the last ten years, he served as Microsoft's executive vic ...