$MSFT

MSFT

Microsoft Corp.

本窗口内的全部观点与内容

截至 09-06
09-06
Schwab Network发布 2026-09-06
Lampe: GOOGL Outperforms as "Market Writes Its Obituary," Energy Needs Grow
$MSFT看涨
MSFT被低估/忽视;AI加速增长;应作为主要投资组合持仓。

如果你看看一些主要的参与者,无论是微软、谷歌还是博通,它们合计占标准普尔总市值的18%。所以当你买入这些股票中的任何一只,或者三只一起买入时,你实际上是在押注供应链。你知道微软并不需要人工智能才能运转。

它本质上是一个加速器。所以它是一家伟大的公司,而且我今年一直在说它被低估了,最近我们也看到它上涨了。

if you look at some of the major players out there, whether it's Microsoft, Google, or Broadcom, they represent 18 % of the total Standard & Poor's market. So when you buy any of these stocks, or all three together, you are actually betting on the supply chain. You know that Microsoft doesn't need artificial intelligence to function. It is essentially an accelerator. So it's a great company, and I've been saying all year that it's undervalued, and we've seen it rise recently.

09-05
PREPARE FOR TUESDAY‼️ #AMD #MU #AAPL #NVDA #MSFT #XOM #KMI #BP #BKR
$MSFT看跌
MSFT处于卖出信号;9个指标中有4个为卖出。

微软呢?微软处于卖出信号。你可以看到该股变得多么贪婪,以及它如何向上跳跃。它在这里略微向上横盘。微软是9分中的4分。那是给你的9分中的4分。

What about Microsoft? Microsoft is at a sell signal. You can see how greedy the stock has become and how it has jumped upwards. It was moving sideways slightly upwards here. Four more out of nine are for Microsoft. That's four out of nine for you.

09-04
The Investor Channel发布 2026-09-04
ROBOTAXI Takeover! | NVDA META POP | AI MODELS
$MSFT未站边
尽管移动平均线积极且板块动能强劲,MSFT在509美元面临技术阻力,暗示可能暂停。

这对Meta和微软来说可能意义不大,因为它们拥有强大的技术,甚至亚马逊也是如此,但较小的竞争对手可能能够利用这一点。

This may not mean much to Meta and Microsoft given their strong technology there, and even Amazon, but smaller competitors may be able to take advantage of it.

现在我们转向微软。该股从510美元开始。该股本周下跌2%,至499美元。这是因为Stifel基于Copilot和人工智能的改进提高了该股的目标价。这是我通常看到的微软的情况。

Now we move on to Microsoft. The stock started at $510. The stock fell 2% this week to $499. This comes as Stifel raised its target price for the stock based on improvements to Copilot and artificial intelligence. This is what I generally see happening with Microsoft.

更早的记录
Stock Market Stalls Near All-Time Highs—Why Covered Call Traders Love It
$MSFT看涨
MSFT处于看涨突破阶段,持稳于500美元;若能维持该水平,可能预示更高价位,但当前并未追涨该股。

微软正处于看涨突破阶段。价格在高成交量下突破了这里。你可以看到这里有向上的跳空缺口,而且它已经处于买入区一段时间了,所以我现在不会追高,但它们在 500 美元水平保持稳定。如果我们能维持这个水平,我认为我们可以期待更高的价格。

Microsoft is in a bullish breakout phase. The price has broken through here with high trading volume. You can see upward gaps here and it has been in the buy zone for a while, so I'm not going to chase the stock now, but they are holding steady at the $500 level. If we can maintain this level, I think we are looking forward to much higher prices.

他说在等
500美元水平的维持
保持在500美元或以上
近期市场价格数据
支持看涨论点,即价格将走向更高;如果该水平被跌破,则削弱该论点
更早的记录
Parkev Tatevosian, CFA发布 2026-09-04
Should Investors Buy Microsoft Stock Instead of Apple Stock? | MSFT Stock vs. AAPL Stock
$MSFT看涨
相比苹果,微软更受青睐,因其估值更具吸引力;DCF公允价值为451美元,而当前股价为511美元。

苹果和微软对人工智能热潮采取了截然不同的策略。微软已投入数千亿美元建设数据中心,并投资于OpenAI等具有战略重要性的公司。

Apple and Microsoft have taken radically different approaches to the artificial intelligence boom . Microsoft has invested hundreds of billions of dollars in building data centers and investing in strategically important companies such as OpenAI.

那么,鉴于这两种截然不同的AI热潮应对方式,目前哪一家公司的股票更值得买入呢?在过去十年中,苹果和微软在增加收入方面都做得非常出色。

So, given these two very different approaches to the AI boom, which of these two companies is the better stock to buy right now? Over the past decade, Apple and Microsoft have done an excellent job of increasing revenue.

与此同时,微软的销售额增长主要得益于其云服务部门的销售增长。该公司在人工智能方面的大部分投资都用于建设这些数据中心,然后将其租给像OpenAI这样消耗计算能力的公司。

Meanwhile, Microsoft's sales are increasing primarily due to increased sales in its cloud services unit . This is where most of the company's investments in artificial intelligence went to building these data centers, which it then leases to companies like OpenAI that consume that computing power.

更早的记录
The Compound发布 2026-09-04
How to Pick Stocks Like Morgan Stanley | TCAF 258
$MSFT看涨
微软近期股价回升,归因于其与萨姆·奥尔特曼的分离以及OpenAI排他性的结束,这改善了其在更廉价AI模型方面的定位。

要说你有多讨厌微软。突然之间我们……我们谈论它,我们谈论它,然后选举继续进行,然后……有人又开始谈论它了。

To say how much you hate Microsoft. Suddenly we were We talk about it, and we talk About it, then it comes The elections are going ahead, and... Someone is back talking about it.

在像甲骨文和微软这样的公司之间,有区别吗?当然。微软和强生是市场上仅存的两家被评为AAA级的公司。

Is there a difference? Among companies like Oracle And Microsoft? certainly. Microsoft "and Johnson & Johnson" They are the only two names The two remaining in the market Rated AAA.

微软就在那里。因为我相信,上个月对他们故事真正关键的是,在一个月前的财报电话会议上,资本支出评论有所软化,而股价对此反应非常积极。

Microsoft is there. Because I believe that what was Truly crucial to their story in Last month is how Softening comments Capital spending in Earnings call before A month, and the stock reacted very positively with that.

更早的记录
09-03
Benzinga发布 2026-09-03
$SPY Futures Rise as Trump Says 'Market Will Go Up' | PreMarket Playbook | September 3, 2026
$MSFT看涨
MSFT技术面看涨;金叉及接近2025年11月高点表明强势。

微软开盘走高。这也很有趣,因为我想知道今天软件与硬件板块的表现会如何。

Uh Microsoft upright at the open. That's interesting, too, because I wonder how software versus hardware is going to do here today.

是的,这太疯狂了。微软。哇。微软今早怎么了?哦,我们正接近可能创出——不是新的52周高点,但非常接近。我们正接近2025年11月初的水平。微软在8月底出现了金叉。这是个好迹象。

Yeah, it is nuts. Microsoft. Wow. What's up with Microsoft this morning? Oh, we're we're knocking on uh the door of potentially putting in uh not new 52-week highs, but pretty close. We're coming up to the the early November 2025 uh uh levels. Did have a golden cross here in Microsoft at the end of August. It's a good sign.

09-02
Parkev Tatevosian, CFA发布 2026-09-02
Is it Too Late to Buy Microsoft Stock? | MSFT Stock Analysis
$MSFT看涨
微软是一家高质量的“名人堂”级企业,长期买入价值良好,但当前价格限制了进一步加仓。

微软已启动一项重大新举措,将6000名工程师直接派驻到客户现场,以交付可衡量的业务成果。此外,管理团队强调,其Azour AI业务在短短3个多月内新增了500亿美元的积压订单。

Microsoft has launched a major new initiative embedding 6,000 engineers directly with customers to deliver measurable business outcomes. Additionally, the management team highlighted that its Azour AI business added $50 billion in backlog in just over 3 months.

但这一切是否使微软股票成为买入机会?在整个颠覆性的人工智能技术繁荣期间,微软持续实现营收增长。在最近结束的季度中,其营收增长接近20%。多年来,其营收已从2017年的大约750亿美元增长至最近12个月期间的超过3320亿美元。

But does all of this make Microsoft stock a buying opportunity? Throughout this disruptive AI technological boom, Microsoft has delivered continued revenue growth. In the most recently completed quarter, its revenue growth approached 20%. Over the many years, its revenue has grown from roughly $75 billion in 2017 to over 332 billion in the most recent trailing 12-month period.

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