Microsoft 企業 AI 軟體合約引發持倉重新配置，股價上漲 3.02% 至 384.28 美元

Microsoft rose 3.02% as institutional flows rotated from stretched semiconductor hardware into enterprise software, reinforcing a preference for recurring, defensible revenue. A newly formalized five-year cloud automation deal with Haleon is framed as validation of Microsoft's enterprise pricing and adoption trajectory, easing prior concerns about long-term monetization. Near-term, the move supports relative strength in software versus high-beta hardware peers.