$微软(MSFT)$_老虎社区_美港股上老虎

$微软(MSFT)$ 微软自由现金流依旧碾压同行。每年超600亿的现金牛足够支撑AI军备竞赛，OpenAI的投资已开始反哺产品线。当经济不确定性逼迫对手收缩时，微软的烧钱能力反而成了战略武器。

“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

morrisby
01-31
morrisby
真到那个时候，股价也还是得跌不少

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