Microsoft (MSFT.O) will continue to consider shareholder proposals under its existing submission threshold through next year’s annual meeting under a one-year agreement with investor-rights activist Paul Chesser. The move comes as the SEC weighs tightening shareholder-proposal rules—changes critics say would marginalize retail investors, religious groups and unions—and could blunt efforts to shift power from shareholders to executives. Microsoft said maintaining the current eligibility threshold

2026-09-23

Microsoft (MSFT.O) will continue to consider shareholder proposals under its existing submission threshold through next year’s annual meeting under a one-year agreement with investor-rights activist Paul Chesser. The move comes as the SEC weighs tightening shareholder-proposal rules—changes critics say would marginalize retail investors, religious groups and unions—and could blunt efforts to shift power from shareholders to executives. Microsoft said maintaining the current eligibility threshold for one year will provide a clear, predictable process for the next proxy cycle.

其他消息
2026-09-22

FOMC永久票委、纽约联储主席威廉姆斯将于十分钟后在2026年美债市场会议发表演讲。

2026-09-22

AI投资并没有只停留在GPU,正在变成“整套数据中心基础设施”的扩张。 英伟达管理层强调,AI机会已经从GPU延伸到CPU、网络和系统级组件;伯恩斯坦认为其数据中心机会依然巨大。博通则更能体现“第二条AI主线”:定制AI芯片业务正从谷歌向Anthropic等更多客户扩展,管理层预计相关需求在2027年仍能继续增长。换句话说,未来AI受益者不只是卖GPU的公司,还包括定制芯片、网络互联和数据中心系统厂商。 但真正的限制因素正从“有没有AI芯片”变成“整个供应链能不能一起扩产”。 英伟达提到,目前约束已经涉及晶圆、CoWoS先进封装、HBM等内存、光模块/收发器,以及数据中心的电力和机房空间。(伯恩斯坦9月21日报告)