$微软(MSFT)$_老虎社区_美港股上老虎

2024-10-23

$微软(MSFT)$ 感觉LLM服务开发又到一次瓶颈了，开始吹新型RPA就如同超微吹水冷，不过微软豪赌猛加机柜，哪怕copilot studio还没有创造多少规模的企业收入，不知道是用来满足openAI的循环信贷还是真觉得Agent要大爆发

特朗普要求自建电厂！“7巨头”跌势会持续多久？

特朗普要求科技企业自建电厂解决用电，七巨头齐收跌，微软、亚马逊、Meta跌超2%。当前微软表态将承担成本，并表示不会把AI成本转嫁给普通居民。【当前美股存在着：短期受制于芯片短缺，中期面临能源约束，长期需突破存储瓶颈。在此背景下，“美股7巨头”将有何表现？跌势会持续多久？】

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