--- title: "在人工智能熱潮中,微軟經歷了主要投資者的更替" type: "News" locale: "zh-HK" url: "https://longbridge.com/zh-HK/news/287003396.md" description: "微軟經歷了顯著的投資者更替,3G 資本出售其股份,蓋茨基金會信託退出以增加贈款。同時,比爾·阿克曼的 Pershing Square 以 20.9 億美元收購了 565 萬股。微軟的人工智能收入達到 370 億美元的年化收入,Azure 增長 40%,GitHub Copilot 將在 6 月實施基於使用量的定價" 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) --- # 在人工智能熱潮中,微軟經歷了主要投資者的更替 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. ### 相關股票 - [MSFX.US](https://longbridge.com/zh-HK/quote/MSFX.US.md) - [CLOU.US](https://longbridge.com/zh-HK/quote/CLOU.US.md) - [XSW.US](https://longbridge.com/zh-HK/quote/XSW.US.md) - [IGV.US](https://longbridge.com/zh-HK/quote/IGV.US.md) - [MSFU.US](https://longbridge.com/zh-HK/quote/MSFU.US.md) - [MSFL.US](https://longbridge.com/zh-HK/quote/MSFL.US.md) - [MSFO.US](https://longbridge.com/zh-HK/quote/MSFO.US.md) - [MSFT.US](https://longbridge.com/zh-HK/quote/MSFT.US.md) - [PSHZF.US](https://longbridge.com/zh-HK/quote/PSHZF.US.md) - [GOOGL.US](https://longbridge.com/zh-HK/quote/GOOGL.US.md) - [GOOG.US](https://longbridge.com/zh-HK/quote/GOOG.US.md) ## 相關資訊與研究 - [潘興廣場建倉微軟 阿克曼看好其產品深度嵌入各大公司](https://longbridge.com/zh-HK/news/286596592.md) - [與全球最賺錢避險基金 TCI 對做!艾克曼高調宣佈買進微軟:市場對 AI 衝擊擔憂過頭](https://longbridge.com/zh-HK/news/286615973.md) - [【風雲人物】比爾蓋茲基金會出清所有微軟股票](https://longbridge.com/zh-HK/news/286708141.md) - [微軟引發多空對決!大賺避險基金清倉 80 億、Ackman24 億美元逆向抄底:護城河被嚴重低估](https://longbridge.com/zh-HK/news/286635800.md) - [微軟聽進使用者心聲,將開放工作列自由移動和開始功能表大改版](https://longbridge.com/zh-HK/news/286638433.md)