微软低估个啥？AI方_老虎社区_美港股上老虎 - 老虎社区

微软低估个啥？AI方面有谷歌gemini3+TPU的全栈实力？OpenAI是微软投资但不是100%微软的公司，而且GPT5也落后与gemini3，微软这样大的软件公司自己没有一个与gemini3或者gpt5的竞品本身就很有问题。微软低估个啥，还是财报赚钱比谷歌多？

美联储主席人选敲定！市场将会如何演绎？

据华尔街日报报道，美国总统特朗普周四晚间表示，将于周五上午（北京时间今晚）宣布美联储主席提名人选。这一任命将决定全球最重要央行未来四年的政策方向，现任主席鲍威尔的任期将于今年5月结束。特朗普透露，这位人选"非常受尊敬，在金融界人人皆知"，并称"这将是一个非常好的选择"。据华盛顿邮报，特朗普“会面+通话”，敲定沃什为下一任美联储主席人选。【大家觉得全球市场巨震下，特朗普能否“救市”？接下来你的操作策略是？】

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华尔街赌侠
2025-12-27
华尔街赌侠
远期市盈率微软现在是黄金坑

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