Saudi Arabia has postponed its annual "Desert Davos" forum until next year after attacks by Houthi militants.

2026-10-20

Saudi Arabia has postponed its annual "Desert Davos" forum until next year after attacks by Houthi militants.

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2026-10-20

By the close, NYMEX November WTI rose $2.25 to $103.66/bbl, up 2.22%; ICE Brent December fell $0.31 to $109.55/bbl, down 0.28%.

2026-10-20

伯恩斯坦认为,微软新增算力逐步投入使用,有望让Azure与Microsoft 365商业云业务同时加速,从而改善市场对AI投入回报的看法,但实现时点仍不确定。 一个关键变化是收入与资本开支增速的差距可能缩小。要走到这一拐点,资本开支增速仍需下降,Azure收入则需继续加速。Microsoft 365商业云增速有望接近或进入20%区间,不过,这仍取决于算力释放、定价与变现滞后等假设。计入硬件涨价后,该机构尚不能确认拐点已经出现,2027还是2028财年仍有不确定性。 另一项变化是Copilot变现。该行认为,微软的分发渠道、企业数据以及已融入工作流程的办公平台,有助于把AI功能转化为收入。