Microsoft on Thursday said it disabled a set of cloud and AI services used by a unit within the Israel Ministry of Defense (IMOD) after an internal review found preliminary evidence supporting media r... ...

核心观点 - 利率下调将促进企业增加科技支出 从而利好业务面向企业端的科技公司 [1][2] - 博通、DigitalOcean和Block三家公司的业务特点使其有望从利率下降中受益 [2][4][8][12] 博通(AVGO) - 专注于为企业提供半导体和软件解决方案 通过派驻工程师团队与重点客户协同开发定制解决方案 [4] - 在人工智能市场凭借定制ASIC和网络芯片表现突出 并通过VMWare收购获得AIOps和虚拟化技术 [4] - 2025财年前九个月研发支出达80亿美元 较去年同期71亿美元增长13% [6] - 尽管市盈率达88倍(远期市盈率51倍) 但客户增加AI支出将为投资者提供买入空间 [7] DigitalOcean(DOCN) - 专注于为中小企业提供云服务和AI解决方案 通过透明定价策略与大型云厂商差异化竞争 [8][9] - 2025年上半年收入4.29亿美元 同比增长14% 低于Grand View Research预测的云行业20%复合年增长率 [10] - 市盈率28倍 虽不低廉但远低于其他成长股溢价水平 [10] - 利率下降将为中小企业客户带来资金成本改善 可能成为股价突破盘整区间的催化剂 [11] Block(XYZ) - 拥有Cash App数字钱包和Square金融科技生态系统 后者包含支付、薪资管理、融资等企业服务 [12][13] - 上半年毛利润同比增长12% 其中Square贡献公司40%的毛利润 [14] - 市盈率16倍 若利率下降吸引更多企业使用Square生态系统 股价有望获得上涨动力 [15]

With a year-to-date (YTD) gain of nearly 70%, Alibaba's (BABA) stock has outperformed the markets significantly this year. The Chinese tech giant, which was once the face of China’s brutal tech crackdown, is now back in the government’s good graces as the country backs its domestic companies amid the artificial intelligence (AI) upmanship between the U.S. and China. Alibaba is among the prominent AI plays in China and has attracted interest from investors seeking to capitalize on the China AI story. In my ...