其实各有千秋，单从市_老虎社区_美港股上老虎

周小伦
01-13

其实各有千秋，单从市场来看，微软在美股更有资金和估值优势，腾讯作为中概股存在定价劣势，但如果能价值重估，腾讯股价潜力更大。

# 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

抱歉，当前请求异常(-1)

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":392255950877192,"tweetId":"392255950877192","gmtCreate":1736809317365,"gmtModify":1736809319443,"author":{"id":4199069515096142,"idStr":"4199069515096142","authorId":4199069515096142,"authorIdStr":"4199069515096142","name":"周小伦","avatar":"https://static.tigerbbs.com/a5ae4e5f53ff701a7af63b35fab67bd1","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":4,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":0,"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>其实各有千秋，单从市场来看，微软在美股更有资金和估值优势，腾讯作为中概股存在定价劣势，但如果能价值重估，腾讯股价潜力更大。</p></body></html>","htmlText":"<html><head></head><body><p>其实各有千秋，单从市场来看，微软在美股更有资金和估值优势，腾讯作为中概股存在定价劣势，但如果能价值重估，腾讯股价潜力更大。</p></body></html>","text":"其实各有千秋，单从市场来看，微软在美股更有资金和估值优势，腾讯作为中概股存在定价劣势，但如果能价值重估，腾讯股价潜力更大。","highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/392255950877192","repostId":0,"isVote":1,"tweetType":1,"viewCount":536,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":116,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"hasMoreComment":false,"orderType":2}