TODAY'S MARKET INTELLIGENCE
AI Applications Explode Across the Board!
English summary
### AI Applications Explode Across the Board! Time: 2026-07-31 12:05:41 Content: Last night's Microsoft earnings directly stole the show: M365 Copilot paid seats surpassed 30 million, Azure cloud grew 43%, and the stock surged 15% pre-market. This is not concept speculation; it's real money proving AI application commercialization. A-shares responded immediately, with Pulian Software hitting the 20% limit-up directly, and the entire AI application sector fully activated—from office, marketing, to content and security, landing in all scenarios. Today, let's use the most down-to-earth chat-style review to explain the core logic and concept stocks in one go, and you'll grasp the main line after reading! Microsoft's huge profit tears open the truth of AI application explosion. Microsoft's earnings this time directly set the tone for the global AI industry: AI has moved from "telling stories" to "making big money." The hardest data: Q4 FY2026 revenue of $90 billion, +18% YoY; net profit of $35.8 billion, +31% YoY; ...
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