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白虎小星星
10-21
$上证指数(000001.SH)$
白虎小星星
06-20
你对热点一无所知
白虎小星星
05-23
$恒生科技指数(HSTECH)$
持续作死
白虎小星星
05-08
$恒生科技指数(HSTECH)$
药丸
白虎小星星
04-18
$ARM Holdings Ltd(ARM)$
爱你😘
白虎小星星
03-05
$恒生科技指数(HSTECH)$
搞起来
白虎小星星
02-13
$ARM Holdings Ltd(ARM)$
见鬼了,什么情况
白虎小星星
02-09
$三倍做多富时中国ETF-Direxion(YINN)$
春节快乐
白虎小星星
02-08
$三倍做多富时中国ETF-Direxion(YINN)$
还是唱空吧
白虎小星星
02-02
$京东(JD)$
狗东
白虎小星星
01-10
$三倍做多富时中国ETF-Direxion(YINN)$
还有底吗?10块钱吗
白虎小星星
2023-07-19
$阿里巴巴(BABA)$
继续跌
白虎小星星
2023-03-29
$硅谷银行(SIVBQ)$
早点做空不是发了
白虎小星星
2022-10-28
$苹果(AAPL)$
为嘛还涨啊
白虎小星星
2022-10-10
$小鹏汽车-W(09868)$
能跌多少
白虎小星星
2022-08-10
小云厂商怎么活
@智能相对论:“国资云”和“国家云”能给市场带来怎样的变革?
白虎小星星
2022-06-16
$苹果(AAPL)$
什么情况
白虎小星星
2022-04-07
$AMC院线(AMC)$
底在哪里
白虎小星星
2022-04-05
👌🏻
@荣茂财经:鲜为人知!比买基金更可靠的指数投资标的是A50!
白虎小星星
2022-03-30
哦哦哦哦哦
花旗:将金山云(KC.US)目标价从17美元下调至10美元
去老虎APP查看更多动态
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href=\"https://laohu8.com/S/DIDI\">$滴滴(DIDI)$</a>怎么不跌了,","text":"$滴滴(DIDI)$怎么不跌了,","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/141815339","isVote":1,"tweetType":1,"viewCount":1360,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3508813076174251","authorId":"3508813076174251","name":"炒股就像抽大麻","avatar":"https://static.tigerbbs.com/7b0d498a704a92082a169dc5abd08a47","crmLevel":1,"crmLevelSwitch":0,"idStr":"3508813076174251","authorIdStr":"3508813076174251"},"content":"资金护盘,先让散户看到涨了追进来些,等下一个爆炸信息,大资金提前割点韭菜。惯用手法","text":"资金护盘,先让散户看到涨了追进来些,等下一个爆炸信息,大资金提前割点韭菜。惯用手法","html":"资金护盘,先让散户看到涨了追进来些,等下一个爆炸信息,大资金提前割点韭菜。惯用手法"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":122763063,"gmtCreate":1624633630152,"gmtModify":1624633630152,"author":{"id":"3567061692582289","authorId":"3567061692582289","name":"白虎小星星","avatar":"https://static.tigerbbs.com/724672cb298592ffe6f18e5777b6b346","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567061692582289","authorIdStr":"3567061692582289"},"themes":[],"htmlText":"多买点","listText":"多买点","text":"多买点","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/122763063","repostId":"1180305823","repostType":4,"repost":{"id":"1180305823","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据,旨在帮助投资者理解世界,做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1624591610,"share":"https://www.laohu8.com/m/news/1180305823?lang=&edition=full","pubTime":"2021-06-25 11:26","market":"us","language":"zh","title":"Windows 11来了!2万亿市值只是微软新起点","url":"https://stock-news.laohu8.com/highlight/detail?id=1180305823","media":"老虎资讯综合","summary":"6月24日(周四),刚刚迈入“2万亿美元市值俱乐部”的科技巨头微软宣布推出新款Windows 11操作系统。微软股价在发布会的尾声触及日高至267.85美元,日内最大涨幅近1%。收盘涨0.53%创纪录","content":"<p>6月24日(周四),刚刚迈入“2万亿美元市值俱乐部”的科技巨头微软宣布推出新款Windows 11操作系统。微软股价在发布会的尾声触及日高至267.85美元,日内最大涨幅近1%。收盘涨0.53%创纪录、市值首次突破2万亿美元。</p>\n<p><img src=\"https://static.tigerbbs.com/cfa37f07bfe7ea610de9ce432c2fa1d7\" tg-width=\"840\" tg-height=\"470\"></p>\n<p>此前周二<a href=\"https://laohu8.com/S/MSFT\">微软</a>盘中市值首次达到2万亿美元,使它成为继<a href=\"https://laohu8.com/S/AAPL\">苹果</a>之后第二家市值突破2万亿美元的美国公司,很多人对这一天期盼已久。微软花了30年时间才在2019年达成万亿美元市值,而第二个万亿美元仅仅用了2年时间。今年以来微软股价涨近20%,大幅领先苹果和<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>。</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7594e25884c0b591689e7a30b5ae49f4\" tg-width=\"891\" tg-height=\"474\"><span>今年以来微软、苹果和亚马逊股价走势对比</span></p>\n<p><b>微软系统十年来最重要升级</b></p>\n<p>Windows 11操作系统是微软六年来首次推出新的Windows系统,也是微软系统十年来最重要升级。公司CEO纳德拉称,Windows 11是Windows重要里程碑之一,“这是新一代的开始”。</p>\n<p>六年前推出的Windows 10是世界上使用最广泛的PC操作系统,涉及超13亿台设备。即便微软正通过云业务实现增长,Windows仍占其营收的逾10%,疫情让该系统在“宅经济”中更为重要。</p>\n<p>为迎合“宅经济”新需求,Windows 11对用户界面大幅改动,提高性能和多任务能力,引入更多Xbox游戏机功能,安卓程序登陆应用商店,特别是Teams生产力应用程序和不对开发者抽成的应用商店均剑指苹果。</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f69933965c3386e61c1e1f9a0e011048\" tg-width=\"640\" tg-height=\"360\"><span>Windows 11用户界面</span></p>\n<p><b>其他值得一提的更新还包括:</b>微软更新了OneDrive,引入相片编辑及管理功能,Windows 图标被简化为一个简单的正方形,带有四个相同大小的窗格。居中排布的“开始菜单”包含应用程序和“推荐”文件,例如Word和Excel文档,以及搜索框。Windows Widgets(微件)重新包装了新闻、天气和其他信息,使用人工智能提供个性化内容,从左向右滑动即可显示在整个屏幕上。任务栏中新增“快照组”(snap groups)功能,汇总了用户之前使用的一组应用程序。当用户将额外的显示器连接到PC台式机时,操作系统会记住之前使用过哪些应用程序。当无键盘使用Windows 11时(例如在Surface触摸屏PC上),新款系统可以更轻松地调整应用程序窗口大小。对使用手写笔的用户可以整合触觉反馈,显示出来的虚拟键盘也被重新设计。</p>\n<p>微软表示,Windows 11将在今年年末节日期间正式上市,Windows 10的现有用户可以免费升级,不过只有符合最低硬件要求的PC台式电脑才可升级,即64位CPU处理器、4GB RAM内存和64GB储存空间。预装有Windows 11的新电脑预计在该系统可供升级之前发售。</p>\n<p><b>从PC软件霸主到云计算巨头</b></p>\n<p>比尔盖茨的故事大家应该很熟悉了。微软由比尔·盖茨和保罗·艾伦于1975年共同创立,创建了个人计算机软件行业,并在PC操作系统和办公软件市场雄霸多年。随着像网景这样的互联网浏览器在1990年代变得越来越重要,微软竞相推出与Windows软件捆绑在一起的产品。这也导致了美国政府于1998年向微软发起了一场轰轰烈烈的反垄断诉讼,联邦法官于2000年裁定该公司败诉。</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6b6e03ae3507ba482e685d815f926aa2\" tg-width=\"2000\" tg-height=\"1304\" referrerpolicy=\"no-referrer\"><span>保罗·艾伦(左)和比尔·盖茨</span></p>\n<p>尽管微软最终避免了被分拆的命运,但在接下来的十年里,它在很大程度上错过了移动软件、社交媒体和互联网搜索的机会,落后于像<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>、苹果这样更新、更灵活的对手。直到现任CEO萨蒂亚·纳德拉 (Satya Nadella)上位,微软才掀开新的篇章。随着一系列战略转变,过去七年,纳德拉让微软重新成为专注于云、移动计算和人工智能的技术先锋。</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/83700c4864f8ad12761a2f943a9e0355\" tg-width=\"2000\" tg-height=\"1334\"><span>微软董事长兼CEO纳德拉</span></p>\n<p>自2014年上任以来,纳德拉已将微软重塑为最大的云计算软件销售商之一。微软也是迄今为止少有的避开了最近一波反垄断审查的美国科技巨头,使其在收购和产品扩张方面更加自由。</p>\n<p>今年6月16日,微软董事会全票通过现任CEO萨提亚·纳德拉担任新任董事长,执掌微软,像这样兼任两个职位,纳德拉是继比尔·盖茨后的第二人。</p>\n<p><b>增长动力</b></p>\n<p>云计算和企业软件领域的主导地位对微软的成长与转型功不可没。</p>\n<p>微软的云计算业务一直是推动这一进步的核心力量。到2020年,智能云业务占微软2020年营收的33.8%,首次成为三大主要业务部门中最大的一个,高于2019年的31%。该部门去年的营收增长24%,相比之下生产力和业务流程部门增长13%,个人电脑部门增长6%。</p>\n<p>亚马逊与微软这两大云厂商占据全球一半以上的云服务市场份额,呈现出双雄竞争格局。因微软云服务市场份额不断提升,一直在慢慢地缩小与亚马逊的差距。2021年第一季度,它们两者的市场份额之间的差距在去年缩小了两个百分点。而在过去四年间,亚马逊的市场份额一直保持在32-34%的范围内。</p>\n<p><img src=\"https://static.tigerbbs.com/d077021ccdd53b458125960847dcad3c\" tg-width=\"580\" tg-height=\"382\" referrerpolicy=\"no-referrer\"></p>\n<p>据了解,微软在全球运营的数据中心已超过200个,超过400万台服务器部署在遍布全球的数据中心之中,覆盖全球34个国家和地区。</p>\n<p>纳德拉的战略举措使微软能够从疫情期间出现的数字化趋势中受益。居家隔离和远程工作加速了公司向会议软件的转变,并推动客户加快围绕云的数字转型。另外,微软的Xbox游戏订阅也成为疫情期间的亮点。</p>\n<p>随着员工重返办公室,微软试图推出新的会议管理理念,其中一些与会者是亲自出席的,而另一些则是远程参加的,并一直在兜售一些功能,以提高员工的身心健康和工作效率。</p>\n<p>William Blair分析师杰森•阿德尔(Jason Ader)今年5月写道:“从较高的层面来看,微软走强的两大核心支柱——微软365和Azure——都得到了投资界的充分理解。”或许不那么让人赞赏的是,在过去的15年里,微软是如何通过拓展新产品领域和占领市场份额来扩大其IT钱包份额的。报告写道,2006年至2020年,钱包份额翻了一番,“我们相信,未来十年,钱包份额还会翻一番。”。</p>\n<p>华尔街也看好微软的并购战略。微软最近宣布,将收购语音识别先驱Nuance公司,还试图以120亿美元收购Discord,但这家视频游戏聊天公司拒绝了微软的收购要约。</p>\n<p><b>微软下一步</b></p>\n<p>Clearbridge Investments的高级研究分析师希拉里·弗里施 (Hilary Frisch) 表示,微软“在很多方面都做得很好:游戏、云、自动化、分析、人工智能。”“它在科技领域是一个极具吸引力的名字,将受益于经济的重新开放以及更明显的向云计算的转变。”</p>\n<p>Edward Jones分析师洛根·普克 (Logan Purk) 表示,微软具备所有受投资青睐的条件,它保持着强劲且持续的增长,处于市场的有利地位,并且能很好的利用科技的长期趋势。考虑到它的云计算业务,2万亿的估值是合理的。</p>\n<p>根据彭博汇编的数据,超过90%的分析师给微软买入评级,而无人对给卖出评级。平均目标价较当前水平约有11%的上涨空间。</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cfdf3a1c6511598f225feed4a8723357\" tg-width=\"536\" tg-height=\"292\"><span>来源:彭博</span></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" 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height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWindows 11来了!2万亿市值只是微软新起点\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-06-25 11:26</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>6月24日(周四),刚刚迈入“2万亿美元市值俱乐部”的科技巨头微软宣布推出新款Windows 11操作系统。微软股价在发布会的尾声触及日高至267.85美元,日内最大涨幅近1%。收盘涨0.53%创纪录、市值首次突破2万亿美元。</p>\n<p><img src=\"https://static.tigerbbs.com/cfa37f07bfe7ea610de9ce432c2fa1d7\" tg-width=\"840\" tg-height=\"470\"></p>\n<p>此前周二<a href=\"https://laohu8.com/S/MSFT\">微软</a>盘中市值首次达到2万亿美元,使它成为继<a href=\"https://laohu8.com/S/AAPL\">苹果</a>之后第二家市值突破2万亿美元的美国公司,很多人对这一天期盼已久。微软花了30年时间才在2019年达成万亿美元市值,而第二个万亿美元仅仅用了2年时间。今年以来微软股价涨近20%,大幅领先苹果和<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>。</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7594e25884c0b591689e7a30b5ae49f4\" tg-width=\"891\" tg-height=\"474\"><span>今年以来微软、苹果和亚马逊股价走势对比</span></p>\n<p><b>微软系统十年来最重要升级</b></p>\n<p>Windows 11操作系统是微软六年来首次推出新的Windows系统,也是微软系统十年来最重要升级。公司CEO纳德拉称,Windows 11是Windows重要里程碑之一,“这是新一代的开始”。</p>\n<p>六年前推出的Windows 10是世界上使用最广泛的PC操作系统,涉及超13亿台设备。即便微软正通过云业务实现增长,Windows仍占其营收的逾10%,疫情让该系统在“宅经济”中更为重要。</p>\n<p>为迎合“宅经济”新需求,Windows 11对用户界面大幅改动,提高性能和多任务能力,引入更多Xbox游戏机功能,安卓程序登陆应用商店,特别是Teams生产力应用程序和不对开发者抽成的应用商店均剑指苹果。</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f69933965c3386e61c1e1f9a0e011048\" tg-width=\"640\" tg-height=\"360\"><span>Windows 11用户界面</span></p>\n<p><b>其他值得一提的更新还包括:</b>微软更新了OneDrive,引入相片编辑及管理功能,Windows 图标被简化为一个简单的正方形,带有四个相同大小的窗格。居中排布的“开始菜单”包含应用程序和“推荐”文件,例如Word和Excel文档,以及搜索框。Windows Widgets(微件)重新包装了新闻、天气和其他信息,使用人工智能提供个性化内容,从左向右滑动即可显示在整个屏幕上。任务栏中新增“快照组”(snap groups)功能,汇总了用户之前使用的一组应用程序。当用户将额外的显示器连接到PC台式机时,操作系统会记住之前使用过哪些应用程序。当无键盘使用Windows 11时(例如在Surface触摸屏PC上),新款系统可以更轻松地调整应用程序窗口大小。对使用手写笔的用户可以整合触觉反馈,显示出来的虚拟键盘也被重新设计。</p>\n<p>微软表示,Windows 11将在今年年末节日期间正式上市,Windows 10的现有用户可以免费升级,不过只有符合最低硬件要求的PC台式电脑才可升级,即64位CPU处理器、4GB RAM内存和64GB储存空间。预装有Windows 11的新电脑预计在该系统可供升级之前发售。</p>\n<p><b>从PC软件霸主到云计算巨头</b></p>\n<p>比尔盖茨的故事大家应该很熟悉了。微软由比尔·盖茨和保罗·艾伦于1975年共同创立,创建了个人计算机软件行业,并在PC操作系统和办公软件市场雄霸多年。随着像网景这样的互联网浏览器在1990年代变得越来越重要,微软竞相推出与Windows软件捆绑在一起的产品。这也导致了美国政府于1998年向微软发起了一场轰轰烈烈的反垄断诉讼,联邦法官于2000年裁定该公司败诉。</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6b6e03ae3507ba482e685d815f926aa2\" tg-width=\"2000\" tg-height=\"1304\" referrerpolicy=\"no-referrer\"><span>保罗·艾伦(左)和比尔·盖茨</span></p>\n<p>尽管微软最终避免了被分拆的命运,但在接下来的十年里,它在很大程度上错过了移动软件、社交媒体和互联网搜索的机会,落后于像<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>、苹果这样更新、更灵活的对手。直到现任CEO萨蒂亚·纳德拉 (Satya Nadella)上位,微软才掀开新的篇章。随着一系列战略转变,过去七年,纳德拉让微软重新成为专注于云、移动计算和人工智能的技术先锋。</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/83700c4864f8ad12761a2f943a9e0355\" tg-width=\"2000\" tg-height=\"1334\"><span>微软董事长兼CEO纳德拉</span></p>\n<p>自2014年上任以来,纳德拉已将微软重塑为最大的云计算软件销售商之一。微软也是迄今为止少有的避开了最近一波反垄断审查的美国科技巨头,使其在收购和产品扩张方面更加自由。</p>\n<p>今年6月16日,微软董事会全票通过现任CEO萨提亚·纳德拉担任新任董事长,执掌微软,像这样兼任两个职位,纳德拉是继比尔·盖茨后的第二人。</p>\n<p><b>增长动力</b></p>\n<p>云计算和企业软件领域的主导地位对微软的成长与转型功不可没。</p>\n<p>微软的云计算业务一直是推动这一进步的核心力量。到2020年,智能云业务占微软2020年营收的33.8%,首次成为三大主要业务部门中最大的一个,高于2019年的31%。该部门去年的营收增长24%,相比之下生产力和业务流程部门增长13%,个人电脑部门增长6%。</p>\n<p>亚马逊与微软这两大云厂商占据全球一半以上的云服务市场份额,呈现出双雄竞争格局。因微软云服务市场份额不断提升,一直在慢慢地缩小与亚马逊的差距。2021年第一季度,它们两者的市场份额之间的差距在去年缩小了两个百分点。而在过去四年间,亚马逊的市场份额一直保持在32-34%的范围内。</p>\n<p><img src=\"https://static.tigerbbs.com/d077021ccdd53b458125960847dcad3c\" tg-width=\"580\" tg-height=\"382\" referrerpolicy=\"no-referrer\"></p>\n<p>据了解,微软在全球运营的数据中心已超过200个,超过400万台服务器部署在遍布全球的数据中心之中,覆盖全球34个国家和地区。</p>\n<p>纳德拉的战略举措使微软能够从疫情期间出现的数字化趋势中受益。居家隔离和远程工作加速了公司向会议软件的转变,并推动客户加快围绕云的数字转型。另外,微软的Xbox游戏订阅也成为疫情期间的亮点。</p>\n<p>随着员工重返办公室,微软试图推出新的会议管理理念,其中一些与会者是亲自出席的,而另一些则是远程参加的,并一直在兜售一些功能,以提高员工的身心健康和工作效率。</p>\n<p>William Blair分析师杰森•阿德尔(Jason Ader)今年5月写道:“从较高的层面来看,微软走强的两大核心支柱——微软365和Azure——都得到了投资界的充分理解。”或许不那么让人赞赏的是,在过去的15年里,微软是如何通过拓展新产品领域和占领市场份额来扩大其IT钱包份额的。报告写道,2006年至2020年,钱包份额翻了一番,“我们相信,未来十年,钱包份额还会翻一番。”。</p>\n<p>华尔街也看好微软的并购战略。微软最近宣布,将收购语音识别先驱Nuance公司,还试图以120亿美元收购Discord,但这家视频游戏聊天公司拒绝了微软的收购要约。</p>\n<p><b>微软下一步</b></p>\n<p>Clearbridge Investments的高级研究分析师希拉里·弗里施 (Hilary Frisch) 表示,微软“在很多方面都做得很好:游戏、云、自动化、分析、人工智能。”“它在科技领域是一个极具吸引力的名字,将受益于经济的重新开放以及更明显的向云计算的转变。”</p>\n<p>Edward Jones分析师洛根·普克 (Logan Purk) 表示,微软具备所有受投资青睐的条件,它保持着强劲且持续的增长,处于市场的有利地位,并且能很好的利用科技的长期趋势。考虑到它的云计算业务,2万亿的估值是合理的。</p>\n<p>根据彭博汇编的数据,超过90%的分析师给微软买入评级,而无人对给卖出评级。平均目标价较当前水平约有11%的上涨空间。</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cfdf3a1c6511598f225feed4a8723357\" tg-width=\"536\" tg-height=\"292\"><span>来源:彭博</span></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/63bcdd40747dbacf61bd55b0f5f96a16","relate_stocks":{"MSFT":"微软"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1180305823","content_text":"6月24日(周四),刚刚迈入“2万亿美元市值俱乐部”的科技巨头微软宣布推出新款Windows 11操作系统。微软股价在发布会的尾声触及日高至267.85美元,日内最大涨幅近1%。收盘涨0.53%创纪录、市值首次突破2万亿美元。\n\n此前周二微软盘中市值首次达到2万亿美元,使它成为继苹果之后第二家市值突破2万亿美元的美国公司,很多人对这一天期盼已久。微软花了30年时间才在2019年达成万亿美元市值,而第二个万亿美元仅仅用了2年时间。今年以来微软股价涨近20%,大幅领先苹果和亚马逊。\n今年以来微软、苹果和亚马逊股价走势对比\n微软系统十年来最重要升级\nWindows 11操作系统是微软六年来首次推出新的Windows系统,也是微软系统十年来最重要升级。公司CEO纳德拉称,Windows 11是Windows重要里程碑之一,“这是新一代的开始”。\n六年前推出的Windows 10是世界上使用最广泛的PC操作系统,涉及超13亿台设备。即便微软正通过云业务实现增长,Windows仍占其营收的逾10%,疫情让该系统在“宅经济”中更为重要。\n为迎合“宅经济”新需求,Windows 11对用户界面大幅改动,提高性能和多任务能力,引入更多Xbox游戏机功能,安卓程序登陆应用商店,特别是Teams生产力应用程序和不对开发者抽成的应用商店均剑指苹果。\nWindows 11用户界面\n其他值得一提的更新还包括:微软更新了OneDrive,引入相片编辑及管理功能,Windows 图标被简化为一个简单的正方形,带有四个相同大小的窗格。居中排布的“开始菜单”包含应用程序和“推荐”文件,例如Word和Excel文档,以及搜索框。Windows Widgets(微件)重新包装了新闻、天气和其他信息,使用人工智能提供个性化内容,从左向右滑动即可显示在整个屏幕上。任务栏中新增“快照组”(snap groups)功能,汇总了用户之前使用的一组应用程序。当用户将额外的显示器连接到PC台式机时,操作系统会记住之前使用过哪些应用程序。当无键盘使用Windows 11时(例如在Surface触摸屏PC上),新款系统可以更轻松地调整应用程序窗口大小。对使用手写笔的用户可以整合触觉反馈,显示出来的虚拟键盘也被重新设计。\n微软表示,Windows 11将在今年年末节日期间正式上市,Windows 10的现有用户可以免费升级,不过只有符合最低硬件要求的PC台式电脑才可升级,即64位CPU处理器、4GB RAM内存和64GB储存空间。预装有Windows 11的新电脑预计在该系统可供升级之前发售。\n从PC软件霸主到云计算巨头\n比尔盖茨的故事大家应该很熟悉了。微软由比尔·盖茨和保罗·艾伦于1975年共同创立,创建了个人计算机软件行业,并在PC操作系统和办公软件市场雄霸多年。随着像网景这样的互联网浏览器在1990年代变得越来越重要,微软竞相推出与Windows软件捆绑在一起的产品。这也导致了美国政府于1998年向微软发起了一场轰轰烈烈的反垄断诉讼,联邦法官于2000年裁定该公司败诉。\n保罗·艾伦(左)和比尔·盖茨\n尽管微软最终避免了被分拆的命运,但在接下来的十年里,它在很大程度上错过了移动软件、社交媒体和互联网搜索的机会,落后于像谷歌、苹果这样更新、更灵活的对手。直到现任CEO萨蒂亚·纳德拉 (Satya Nadella)上位,微软才掀开新的篇章。随着一系列战略转变,过去七年,纳德拉让微软重新成为专注于云、移动计算和人工智能的技术先锋。\n微软董事长兼CEO纳德拉\n自2014年上任以来,纳德拉已将微软重塑为最大的云计算软件销售商之一。微软也是迄今为止少有的避开了最近一波反垄断审查的美国科技巨头,使其在收购和产品扩张方面更加自由。\n今年6月16日,微软董事会全票通过现任CEO萨提亚·纳德拉担任新任董事长,执掌微软,像这样兼任两个职位,纳德拉是继比尔·盖茨后的第二人。\n增长动力\n云计算和企业软件领域的主导地位对微软的成长与转型功不可没。\n微软的云计算业务一直是推动这一进步的核心力量。到2020年,智能云业务占微软2020年营收的33.8%,首次成为三大主要业务部门中最大的一个,高于2019年的31%。该部门去年的营收增长24%,相比之下生产力和业务流程部门增长13%,个人电脑部门增长6%。\n亚马逊与微软这两大云厂商占据全球一半以上的云服务市场份额,呈现出双雄竞争格局。因微软云服务市场份额不断提升,一直在慢慢地缩小与亚马逊的差距。2021年第一季度,它们两者的市场份额之间的差距在去年缩小了两个百分点。而在过去四年间,亚马逊的市场份额一直保持在32-34%的范围内。\n\n据了解,微软在全球运营的数据中心已超过200个,超过400万台服务器部署在遍布全球的数据中心之中,覆盖全球34个国家和地区。\n纳德拉的战略举措使微软能够从疫情期间出现的数字化趋势中受益。居家隔离和远程工作加速了公司向会议软件的转变,并推动客户加快围绕云的数字转型。另外,微软的Xbox游戏订阅也成为疫情期间的亮点。\n随着员工重返办公室,微软试图推出新的会议管理理念,其中一些与会者是亲自出席的,而另一些则是远程参加的,并一直在兜售一些功能,以提高员工的身心健康和工作效率。\nWilliam Blair分析师杰森•阿德尔(Jason Ader)今年5月写道:“从较高的层面来看,微软走强的两大核心支柱——微软365和Azure——都得到了投资界的充分理解。”或许不那么让人赞赏的是,在过去的15年里,微软是如何通过拓展新产品领域和占领市场份额来扩大其IT钱包份额的。报告写道,2006年至2020年,钱包份额翻了一番,“我们相信,未来十年,钱包份额还会翻一番。”。\n华尔街也看好微软的并购战略。微软最近宣布,将收购语音识别先驱Nuance公司,还试图以120亿美元收购Discord,但这家视频游戏聊天公司拒绝了微软的收购要约。\n微软下一步\nClearbridge Investments的高级研究分析师希拉里·弗里施 (Hilary Frisch) 表示,微软“在很多方面都做得很好:游戏、云、自动化、分析、人工智能。”“它在科技领域是一个极具吸引力的名字,将受益于经济的重新开放以及更明显的向云计算的转变。”\nEdward Jones分析师洛根·普克 (Logan Purk) 表示,微软具备所有受投资青睐的条件,它保持着强劲且持续的增长,处于市场的有利地位,并且能很好的利用科技的长期趋势。考虑到它的云计算业务,2万亿的估值是合理的。\n根据彭博汇编的数据,超过90%的分析师给微软买入评级,而无人对给卖出评级。平均目标价较当前水平约有11%的上涨空间。\n来源:彭博","news_type":1},"isVote":1,"tweetType":1,"viewCount":384,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":122498920,"gmtCreate":1624629391260,"gmtModify":1624629391260,"author":{"id":"3567061692582289","authorId":"3567061692582289","name":"白虎小星星","avatar":"https://static.tigerbbs.com/724672cb298592ffe6f18e5777b6b346","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567061692582289","authorIdStr":"3567061692582289"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/MF\">$每日优鲜(MF)$</a>试试","listText":"<a 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15:16","market":"sh","language":"zh","title":"恒大:广发银行宜兴支行滥用诉讼前保全行为,将依法起诉","url":"https://stock-news.laohu8.com/highlight/detail?id=1125295442","media":"老虎资讯综合","summary":"$中国恒大$:我司江苏省公司旗下项目公司宜兴市恒誉置业有限公司与广发银行宜兴支行项目贷款1.32亿到期日为2022年3月27日。对于宜兴支行滥用诉讼前保全的行为,我司将依法起诉。今日,港股“恒大系”个股重挫,截至发稿,中国恒大跌超15%,$恒大汽车$跌超16%,$恒腾网络$跌超14%,$恒大物业$跌超11%。","content":"<p><a href=\"https://laohu8.com/S/03333\">中国恒大</a>:我司江苏省公司旗下项目公司宜兴市恒誉置业有限公司与广发银行宜兴支行项目贷款1.32亿到期日为2022年3月27日。对于宜兴支行滥用诉讼前保全的行为,我司将依法起诉。<img src=\"https://static.tigerbbs.com/45be0ed35500ca5ec4dfe4286053c4ac\" tg-width=\"1249\" tg-height=\"531\" referrerpolicy=\"no-referrer\">今日,港股“恒大系”个股重挫,截至发稿,中国恒大跌超15%,<a href=\"https://laohu8.com/S/00708\">恒大汽车</a>跌超16%,<a href=\"https://laohu8.com/S/00136\">恒腾网络</a>跌超14%,<a href=\"https://laohu8.com/S/06666\">恒大物业</a>跌超11%。</p>\n<p><img src=\"https://static.tigerbbs.com/9457df15fa44186c22dd7a48b54ea72f\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\">据无锡市中级人民法院裁定书,广发银行请求冻结被申请人宜兴市恒誉置业有限公司、恒大地产集团有限公司银行存款1.32亿元人民币或查封、扣押其他等值财产。</p>\n<p><img src=\"https://static.tigerbbs.com/becc6f2f7d9c300fbfcd01cd40cc99cd\" tg-width=\"1822\" tg-height=\"1159\" referrerpolicy=\"no-referrer\"></p>\n<p>根据企查查的内容显示,<b>恒大集团持有的恒大地产集团南京置业有限公司22,900万元股权已因本案被冻结,冻结日期自2021年7月13日至2024年7月12日。</b></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>恒大:广发银行宜兴支行滥用诉讼前保全行为,将依法起诉</title>\n<style 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href=\"https://laohu8.com/S/03333\">中国恒大</a>:我司江苏省公司旗下项目公司宜兴市恒誉置业有限公司与广发银行宜兴支行项目贷款1.32亿到期日为2022年3月27日。对于宜兴支行滥用诉讼前保全的行为,我司将依法起诉。<img src=\"https://static.tigerbbs.com/45be0ed35500ca5ec4dfe4286053c4ac\" tg-width=\"1249\" tg-height=\"531\" referrerpolicy=\"no-referrer\">今日,港股“恒大系”个股重挫,截至发稿,中国恒大跌超15%,<a href=\"https://laohu8.com/S/00708\">恒大汽车</a>跌超16%,<a href=\"https://laohu8.com/S/00136\">恒腾网络</a>跌超14%,<a href=\"https://laohu8.com/S/06666\">恒大物业</a>跌超11%。</p>\n<p><img src=\"https://static.tigerbbs.com/9457df15fa44186c22dd7a48b54ea72f\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\">据无锡市中级人民法院裁定书,广发银行请求冻结被申请人宜兴市恒誉置业有限公司、恒大地产集团有限公司银行存款1.32亿元人民币或查封、扣押其他等值财产。</p>\n<p><img src=\"https://static.tigerbbs.com/becc6f2f7d9c300fbfcd01cd40cc99cd\" tg-width=\"1822\" tg-height=\"1159\" referrerpolicy=\"no-referrer\"></p>\n<p>根据企查查的内容显示,<b>恒大集团持有的恒大地产集团南京置业有限公司22,900万元股权已因本案被冻结,冻结日期自2021年7月13日至2024年7月12日。</b></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c6fcdaee085f89a043698b2126b966fe","relate_stocks":{"03333":"中国恒大"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1125295442","content_text":"中国恒大:我司江苏省公司旗下项目公司宜兴市恒誉置业有限公司与广发银行宜兴支行项目贷款1.32亿到期日为2022年3月27日。对于宜兴支行滥用诉讼前保全的行为,我司将依法起诉。今日,港股“恒大系”个股重挫,截至发稿,中国恒大跌超15%,恒大汽车跌超16%,恒腾网络跌超14%,恒大物业跌超11%。\n据无锡市中级人民法院裁定书,广发银行请求冻结被申请人宜兴市恒誉置业有限公司、恒大地产集团有限公司银行存款1.32亿元人民币或查封、扣押其他等值财产。\n\n根据企查查的内容显示,恒大集团持有的恒大地产集团南京置业有限公司22,900万元股权已因本案被冻结,冻结日期自2021年7月13日至2024年7月12日。","news_type":1},"isVote":1,"tweetType":1,"viewCount":853,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":129295350,"gmtCreate":1624373133970,"gmtModify":1624373133970,"author":{"id":"3567061692582289","authorId":"3567061692582289","name":"白虎小星星","avatar":"https://static.tigerbbs.com/724672cb298592ffe6f18e5777b6b346","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567061692582289","authorIdStr":"3567061692582289"},"themes":[],"htmlText":"<a 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