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？

非农数据来袭！能否重燃降息预期？

特朗普对全美发表讲话，未提供停火时间表，并发出进一步打击伊朗基础设施的威胁，美股低开。但此后伊朗霍尔木兹通道协议草案的消息推动标普、纳指惊险收涨。周五休市，本周是伊朗战争爆发以来美股首个上涨周。【周五3月非农就业数据将发布，大家觉得降息预期能否重燃？美股还会继续跌吗？】

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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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