$微软(MSFT)$_老虎社区_美港股上老虎

2025-05-05

$微软(MSFT)$ $特斯拉(TSLA)$ $英伟达(NVDA)$ $奈飞(NFLX)$ $迪士尼(DIS)$ 这么看，贸易战可以延展到任何行业，没有绝对安全，软件类也可能存在潜在利空。不知道特朗普是为了极限压迫，还是真要全面开战？但现在看，越来越像全面开战，既要又要，典型的强权压迫。

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？】

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

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买股票的打铁匠
2025-05-05
买股票的打铁匠
赌一把国运而已, 成功了名留千古美国再次伟大, 赌输了拍拍屁股下台就行了,反正也没得再选了

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