米Microsoftの2025年10〜12月期決算は、クラウド事業の高成長を背景に増収増益となった。一方、AIインフラへの投資拡大で設備投資が急増し、次期四半期の利益率見通しは市場予想を下回った。好決算と慎重な株式市場の評価が交錯している。

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