$微软(MSFT)$_老虎社区_美港股上老虎

$微软(MSFT)$ 经济下行周期里，能赚企业钱的公司才是真王者。微软的B端客户黏性极强，AI工具直接嵌入工作流程，替换成本高到离谱。业绩确定性强的标的，每次回调都是机会。

“人工智能（AI）领头羊”微软上一季的总收入和盈利高于预期，但资本支出加速增长，最直接受益于AI技术应用的微软云业务收入却逊于预期，增长不但没加快，还较此前一季略为放缓。财报公布后，微软股价震荡下行，一度大跌超6%。【微软前景你还看好吗？股价表现一直较为低迷，微软有无“触底反弹”的机会？】

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

精彩评论

老刘该睡了
01-29
老刘该睡了
确实微软后面应该是AI龙头
赌狗终将一无所有
01-29
赌狗终将一无所有
美国经济是上行

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