$微软(MSFT)$_老虎社区_美港股上老虎

$微软(MSFT)$ 听了meta，谷歌，微软的季报。微软里AI收入在云收入里占比才7%，但500强用户里60%已经开始用，后面空间很大。 $Meta Platforms(META)$ 、 $谷歌(GOOG)$ 没有披露具体AI的占比多少，肯定占比很少。现在看AI的0-1的过程，现在最多是处在1，远没有走完

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