微软因AI担忧遭遇2008年以来最差季度表现

Microsoft ended the first quarter with its steepest stock decline since the 2008 financial crisis, as shares fell 23% amid mounting investor skepticism around artificial intelligence monetization and competitive pressure across the software industry. The drop came despite Microsoft reporting nearly 17% revenue growth, underscoring what some analysts described as a widening disconnect between operational performance and market expectations. The company remains one of the largest and most profitable enterprises in the technology sector, yet concerns surrounding AI adoption — particularly for its flagship Microsoft 365 Copilot product — have weighed heavily on sentiment. The broader software sector also faced pressure during the quarter, with investors reassessing valuations that had previously surged on enthusiasm for generative AI. …