$Microsoft(MSFT.US)Microsoft has invested tens of billions of dollars in recent years to build AI data centers in the United Arab Emirates (UAE) and Saudi Arabia (including deep cooperation with G42).

• Geographically sensitive: As conflict clouds loom over the Gulf region, the market is extremely concerned about the security of these expensive physical infrastructures (data centers) and the stagnation of local digital economic cooperation. This concern was directly reflected in yesterday's stock price pullback.