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Microsoft Corporation

MSFTleader

Microsoft is the world's most valuable company, with a dominant position in enterprise software, cloud computing, and AI. Its multi-billion-dollar partnership with OpenAI and aggressive integration of Copilot AI across its product stack position it at the center of enterprise AI adoption.

مشاركة:
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المنتجات والإيرادات

حصة إيرادات المنتج

توزيع الإيرادات ($254.2B)

بيانات ثابتة (تحميل البيانات المالية…)

Intelligent Cloud (Azure) (44%)
Productivity & Business Processes (33%)
More Personal Computing (23%)

تكوين القطاعات والعملاء الرئيسيون

تفاصيل المنتج

Azure Cloud38%

Public cloud platform offering IaaS, PaaS, and AI-as-a-Service

Microsoft 36524%

Productivity suite including Office, Teams, and Copilot AI

Dynamics 365 & Power Platform10%

Enterprise ERP, CRM, and low-code business applications

Windows & Devices16%

Operating systems, Surface hardware, and Xbox gaming

LinkedIn & Search/Ads12%

Professional networking platform, Bing, and advertising

علاقات سلسلة التوريد

الموردون الرئيسيون

NVIDIA Corporation

AI GPUs for Azure

التأثير: Critical — primary GPU supplier

Taiwan Semiconductor Manufacturing Company

Custom Maia AI chip fabrication

التأثير: High — custom silicon

المنافسون

Alphabet Inc. (Google)

Cloud, AI, productivity

التأثير: Major cloud/AI competitor

Amazon.com (AWS)

AWS vs. Azure

التأثير: Primary cloud competitor

Oracle Corporation

Enterprise cloud and database

التأثير: Growing competitor

الشركاء

Meta Platforms

Open-source AI collaboration

التأثير: Strategic partnership

السياق الكلي والسوقي

AI / 클라우드أخبار القطاع

하이퍼스케일러 AI 인프라 투자 급증 — 수혜 종목 선별 중요

AI 인프라 투자 (2026E)

$320B

AWS 성장률

+37% YoY

AI 소프트웨어 침투율

18%

GPU 리드타임

6~9개월

المحفزات القادمة

◆Meta/GOOGL/MSFT/AMZN Q1 실적 (2026.04~05)◆OpenAI GPT-5 출시 영향◆NVIDIA GB300 기반 H200 교체 사이클

مشكلات سلسلة التوريد

↑ 생산 확대AI Copilot M365 기업 시트 5,000만 돌파
2026-04

Microsoft 365 Copilot 기업 고객 시트 5천만 돌파. 월 $30 부가 구독 ARR $18B 수준으로 성장.

↑ 생산 확대Azure AI 인프라 $80B 투자 집행 중
2026-03

2026년 Azure 데이터센터·NVDA GPU 구매에 $80B 투자 계획 집행. Wisconsin·영국·인도 신규 리전 착공.

إشارات مؤسسية

المؤسسةالإجراءالقيمةالربعتاريخ التقديم
BlackRockaccumulating$6.8B2024.062024-08-13↑
BlackRockaccumulating$2.9B2024.062024-08-13↑
BlackRockaccumulating$3.2B2024.062024-08-13↑
BlackRockaccumulating$238M2024.062024-08-13↑
BlackRockaccumulating$465M2024.062024-08-13↑
BlackRockaccumulating$8.6B2024.062024-08-13↑
BlackRockaccumulating$4.7B2024.062024-08-13↑
BlackRockaccumulating$87.3B2024.062024-08-13↑
BlackRockaccumulating$72.3B2024.062024-08-13↑
BlackRockaccumulating$6.1B2024.062024-08-13↑
BlackRockaccumulating$9.7B2024.062024-08-13↑
BlackRockaccumulating$3.7B2024.062024-08-13↑
BlackRockaccumulating$6.2B2024.062024-08-13↑
BlackRockaccumulating$90M2024.062024-08-13↑
BlackRockaccumulating$25.0B2024.062024-08-13↑
BlackRockaccumulating$913M2024.062024-08-13↑
BlackRockaccumulating$587M2024.062024-08-13↑
BlackRockaccumulating$2.8B2024.062024-08-13↑
BlackRockaccumulating$648M2024.062024-08-13↑
BlackRockreducing$21M2024.062024-08-13↓
BlackRockaccumulating$152M2024.062024-08-13↑
BlackRockreducing$4M2024.062024-08-13↓
BlackRockaccumulating$5.2B2024.062024-08-13↑
BlackRockreducing$536K2024.062024-08-13↓
BlackRockreducing$13M2024.062024-08-13↓
BlackRockaccumulating$72M2024.062024-08-13↑
BlackRockreducing$5M2024.062024-08-13↓
BlackRockreducing$5M2024.062024-08-13↓
BlackRockreducing$447K2024.062024-08-13↓
BlackRockreducing$41M2024.062024-08-13↓
Vanguard Groupaccumulating$311.5B2025.122026-01-29↑
Vanguard Groupaccumulating$20.5B2025.122026-01-29↑
Vanguard Groupreducing$7K2025.122026-01-29↓
Vanguard Groupaccumulating$7.8B2025.122026-01-29↑
Vanguard Groupaccumulating$1.6B2025.122026-01-29↑
Vanguard Groupreducing$15M2025.122026-01-29↓
Vanguard Groupaccumulating$5.8B2025.122026-01-29↑
State Streetaccumulating$148.1B2025.122026-02-13↑
Wellington Managementaccumulating$20.4B2025.122026-02-17↑
Wellington Managementaccumulating$643M2025.122026-02-17↑
Wellington Managementreducing$264M2025.122026-02-17↓
Wellington Managementreducing$277M2025.122026-02-17↓
Wellington Managementreducing$169M2025.122026-02-17↓
Wellington Managementreducing$188M2025.122026-02-17↓
Wellington Managementaccumulating$1.1B2025.122026-02-17↑
Wellington Managementreducing$45M2025.122026-02-17↓
Wellington Managementaccumulating$555M2025.122026-02-17↑
Viking Global Investorsaccumulating$1.6B2025.122026-02-17↑
Third Point LLCreducing$447M2025.122026-02-17↓
FMR (Fidelity)accumulating$65.2B2025.122026-02-17↑
FMR (Fidelity)reducing$51M2025.122026-02-17↓
FMR (Fidelity)accumulating$12.2B2025.122026-02-17↑
FMR (Fidelity)accumulating$11.9B2025.122026-02-17↑
FMR (Fidelity)accumulating$1.1B2025.122026-02-17↑
FMR (Fidelity)accumulating$6.5B2025.122026-02-17↑
FMR (Fidelity)accumulating$134M2025.122026-02-17↑

الملكية المؤسسية

أساس 13F · Q4 2025
المؤسسةالتغيير% الملكيةالربع السابقالأسهمالقيمةSEC
Vanguardمحافظة8.80%—6600.0M سهم$180,000M13F
BlackRockمحافظة6.80%—5100.0M سهم$140,000M13F
Capital Researchزيادة0.19%—143.0M سهم$4,000M13F
إجمالي الملكية المتتبعة: 15.79%إجمالي القيمة: $324,000Mاستناداً إلى SEC EDGAR 13F-HR · تأخير 45 يوماً

آخر الأخبار

جارٍ تحميل الأخبار...

تحليل الذكاء الاصطناعي

انقر "احصل على تحليل AI" للحصول على تحليل سلسلة التوريد لـ Microsoft Corporation.

المواضيع الكلية ذات الصلة

عرض جميع المواضيع

Macro Information Asymmetry

Beyond insider trading — knowing the direction of policy, resource flows, and macro turning points before the market prices them in. Flowvium's news gap score quantifies this edge.

News gap13F signalInstitutional front-running

Sovereign Wealth & State Capitalism

Norway's $1.7T GPFG, Saudi Arabia's PIF, and China's CIC don't just invest — they shape industrial policy across continents. Understanding their flows reveals where governments think the next decade is heading.

Sovereign wealth fundState capitalismIndustrial policy

معلومات الشركة

المقر الرئيسي

Redmond, Washington, USA

تأسست

1975

الموظفون

228,000+

الموقع الإلكتروني

microsoft.com

درجة الفجوة الإخبارية

درجة الفجوة10
فجوة منخفضةفجوة عالية

النشاط المؤسسي

88

درجة الإعلام

90

موقع التتابع

الدور في التتابع

leader

التأخير النموذجي

0 (trigger)

Microsoft's Azure capex guidance is the most closely watched AI infrastructure spending signal on Wall Street.

عرض التتابع الكامل

نظرة عامة على القطاع — AI / 클라우드

أخبار القطاع

하이퍼스케일러 AI 인프라 투자 급증 — 수혜 종목 선별 중요

AI 인프라 투자 (2026E)

$320B

AWS 성장률

+37% YoY

AI 소프트웨어 침투율

18%

GPU 리드타임

6~9개월

الموضوعات الرئيسية

  • •Capex 폭증 — MSFT/GOOGL/META/AMZN 합산 $200B+ (2026)
  • •Inference 수요 → 맞춤형 AI칩(MRVL·ORCL 수혜)
  • •SaaS → AI-as-a-Service 전환 가속

المحفزات القادمة

  • ◆Meta/GOOGL/MSFT/AMZN Q1 실적 (2026.04~05)
  • ◆OpenAI GPT-5 출시 영향