我不太懂微软，感觉ai对他们的软件生意会有蛮大冲击的。收起 @慢一步出奇迹： @大道无形我有型大道，您好，关注您...

段永平今天交易了什么03-27 19:38

我不太懂微软，感觉ai对他们的软件生意会有蛮大冲击的。

收起

@慢一步出奇迹

：

@大道无形我有型大道，您好，关注您很久看您很少谈微软，去年最风光的被称为 Ai 受益者微软今年成了最落魄的。今年微软和去年的谷歌类似，有很多利空的叙事，但是财报业绩却依然很好，您怎么看待这类情况，您觉得微软能像谷歌一样走出低估吗？问了 Gemini 和 gpt，现在利空主要是 Ai 侵蚀 saas 未来订阅席位和微软 openai 关系松动却还是没有自己的大模型。

03-25 08:17 · 转发 83 · 讨论 184 · 赞

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Put away @ One step slow to get out of the miracle: @ Avenue is invisible I have a shape Avenue, hello, pay attention to you...","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"MSFX":0.6,"MSFU":0.6,"MSFT":1.93,"MSFW":0.6,"MSFD":0.6,"MSFY":0.6,"MSFL":0.6,"MSFO":0.6},"content_text":"我不太懂微软，感觉ai对他们的软件生意会有蛮大冲击的。\n收起\n@慢一步出奇迹\n：\n@大道无形我有型 大道，您好，关注您很久看您很少谈微软，去年最风光的被称为 Ai 受益者微软今年成了最落魄的。今年微软和去年的谷歌类似，有很多利空的叙事，但是财报业绩却依然很好，您怎么看待这类情况，您觉得微软能像谷歌一样走出低估吗？问了 Gemini 和 gpt，现在 利空主要是 Ai 侵蚀 saas 未来订阅席位和微软 openai 关系松动却还是没有自己的大模型。\n03-25 08:17 · 转发 83 · 讨论 184 · 赞","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.38.0","shortVersion":"4.38.0","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2622482514","isCrawlerRequest":true}

我不太懂微软，感觉ai对他们的软件生意会有蛮大冲击的。 收起 @慢一步出奇迹 ： @大道无形我有型 大道，您好，关注您...

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我不太懂微软，感觉ai对他们的软件生意会有蛮大冲击的。收起 @慢一步出奇迹： @大道无形我有型大道，您好，关注您...