$微软(MSFT)$_老虎社区_美港股上老虎

2024-11-01

$微软(MSFT)$ 从估值来看，确实比苹果要强点。但是增长一般，估值也不算便宜，再加上没有苹果那样的市场宠儿地位，只能慢慢等价值回归了。股价我看可能会在340到380之间晃。

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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