$微软(MSFT)$_老虎社区_美港股上老虎

不肯媚俗的心
2025-01-29

$微软(MSFT)$ 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。

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