$微软(MSFT)$_老虎社区_美港股上老虎

不肯媚俗的心
01-06

$微软(MSFT)$ 微软的老底子硬，云计算 Azure 是块香饽饽，结合大模型一搞，估计能再挖出不少金矿。再加上他们在游戏、企业级服务上也插着 AI 旗子，属于是稳健中带点惊喜的选择。

# AI军备竞赛开启！你更看好微软or腾讯？

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。

推荐
最新

暂无评论

热议股票

关于我们·老虎社区守则·老虎社区账号管理规范·老虎社区服务协议·老虎社区隐私政策

公司名称：北京至简风宜信息技术有限公司

违法和不良信息投诉：010-5681-3562（工作时间9:30-18:30）

邮箱：service@laohu8.com

营业执照：91110105MA01A4U55R

ICP备：京ICP备18016422号

网安备：京公网安备11010502036490

关注我们

{"i18n":{"language":"zh_CN"},"data":{"magic":2,"id":389584987889728,"tweetId":"389584987889728","gmtCreate":1736142696870,"gmtModify":1736142904352,"author":{"id":10000000000010476,"idStr":"10000000000010476","authorId":10000000000010476,"authorIdStr":"10000000000010476","name":"不肯媚俗的心","avatar":"https://static.tigerbbs.com/90c36a09caab2ffd35267ac360780ce4","vip":8,"userType":8,"introduction":".\n","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":17,"starInvestorFlag":false},"themes":[{"themeId":"3d1c141d12564233a61ff4a349fda0e6","categoryId":"954722eadb8644018a4a5056fc8176eb","name":"AI军备竞赛开启！你更看好微软or腾讯？","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":3d1c141d12564233a61ff4a349fda0e6}&rnconfig={\"headerBarHidden\": true}","description":"微软总裁Brad Smith周五公布了一个野心勃勃的投资计划，准备在2025年投资800亿美金用来训练AI模型，其中400亿美金拿来买芯片，此外谷歌、亚马逊等科技巨头在AI领域投入同样巨大，国内字节、腾讯等公司也在AI领域猛投钱，AI军备竞赛加剧，【算力产业链的需求今年能否持续？去年砸钱最猛的微软、字节和腾讯，你更看好哪家公司？】","image":"https://static.tigerbbs.com/de041cdc6cbe46ee2c5608be29a256e2"}],"images":[],"coverImages":[],"html":"<html><head></head><body><p style=\"text-align: left\"> <a data-mention-id=\"MSFT\" rel=\"noopener noreferrer\" class=\"teditor-mention\" data-mention-name=\"微软\" target=\"_blank\" href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a> 微软的老底子硬，云计算 Azure 是块香饽饽，结合大模型一搞，估计能再挖出不少金矿。再加上他们在游戏、企业级服务上也插着 AI 旗子，属于是稳健中带点惊喜的选择。</p></body></html>","htmlText":"<html><head></head><body><p style=\"text-align: left\"> <a data-mention-id=\"MSFT\" rel=\"noopener noreferrer\" class=\"teditor-mention\" data-mention-name=\"微软\" target=\"_blank\" href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a> 微软的老底子硬，云计算 Azure 是块香饽饽，结合大模型一搞，估计能再挖出不少金矿。再加上他们在游戏、企业级服务上也插着 AI 旗子，属于是稳健中带点惊喜的选择。</p></body></html>","text":"$微软(MSFT)$ 微软的老底子硬，云计算 Azure 是块香饽饽，结合大模型一搞，估计能再挖出不少金矿。再加上他们在游戏、企业级服务上也插着 AI 旗子，属于是稳健中带点惊喜的选择。","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/389584987889728","repostId":0,"isVote":1,"tweetType":1,"viewCount":494,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["MSFT"],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":true,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":154,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"hasMoreComment":false,"orderType":2}