--- title: "在人工智能热潮中,微软经历了主要投资者的更替" type: "News" locale: "zh-CN" url: "https://longbridge.com/zh-CN/news/287003396.md" description: "微软经历了显著的投资者更替,3G 资本出售其股份,盖茨基金会信托退出以增加赠款。同时,比尔·阿克曼的 Pershing Square 以 20.9 亿美元收购了 565 万股。微软的人工智能收入达到 370 亿美元的年化收入,Azure 增长 40%,GitHub Copilot 将在 6 月实施基于使用量的定价" datetime: "2026-05-20T04:11:28.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/287003396.md) - [en](https://longbridge.com/en/news/287003396.md) - [zh-HK](https://longbridge.com/zh-HK/news/287003396.md) --- # 在人工智能热潮中,微软经历了主要投资者的更替 Investor exits: 3G Capital sold its Microsoft shares while adding semiconductor positions, and the Gates Foundation Trust ended a long-held stake to fund increased grantmaking. High-profile purchase: Bill Ackman’s Pershing Square bought 5.65 million Microsoft shares worth $2.09 billion, funded by selling Alphabet holdings. AI growth surge: Microsoft’s AI revenue reached a $37 billion run rate, Azure grew 40%, and GitHub Copilot will adopt usage-based pricing in June. ### 相关股票 - [MSFX.US](https://longbridge.com/zh-CN/quote/MSFX.US.md) - [CLOU.US](https://longbridge.com/zh-CN/quote/CLOU.US.md) - [XSW.US](https://longbridge.com/zh-CN/quote/XSW.US.md) - [IGV.US](https://longbridge.com/zh-CN/quote/IGV.US.md) - [MSFU.US](https://longbridge.com/zh-CN/quote/MSFU.US.md) - [MSFL.US](https://longbridge.com/zh-CN/quote/MSFL.US.md) - [MSFO.US](https://longbridge.com/zh-CN/quote/MSFO.US.md) - [MSFT.US](https://longbridge.com/zh-CN/quote/MSFT.US.md) - [PSHZF.US](https://longbridge.com/zh-CN/quote/PSHZF.US.md) - [GOOGL.US](https://longbridge.com/zh-CN/quote/GOOGL.US.md) - [GOOG.US](https://longbridge.com/zh-CN/quote/GOOG.US.md) ## 相关资讯与研究 - [阿克曼:潘兴广场将披露其对微软的新持仓](https://longbridge.com/zh-CN/news/286538112.md) - [阿克曼一季度趁市场抛售建仓微软,押注人工智能与云计算增长](https://longbridge.com/zh-CN/news/286562688.md) - [比尔·阿克曼刚刚下注微软 称其估值极具吸引力](https://longbridge.com/zh-CN/news/286577267.md) - [马斯克诉 OpenAI 案被驳回](https://longbridge.com/zh-CN/news/287068101.md) - [微软发布新款商用 Surface 设备,英特尔酷睿 Ultra 3 系列处理器先行](https://longbridge.com/zh-CN/news/286933508.md)