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？

美股大考！FOMC+科技巨头财报，市场将如何演绎？

周五，三大美股指均收跌超1%，标普500跌落纪录高位、但连涨七周创两年多最长连涨，纳指终结六周连涨。本周将迎美联储会议纪要和英伟达财报，大家觉得美股将有何种走势？你的操作策略是？

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。

精彩评论

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

发表看法

1

3

{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":514364597302008,"tweetId":"514364597302008","gmtCreate":1766553542992,"gmtModify":1766553545707,"author":{"id":3531381548326552,"idStr":"3531381548326552","authorId":3531381548326552,"authorIdStr":"3531381548326552","name":"xiasg","avatar":"https://static.tigerbbs.com/8dbe96ecb771ba248051ce7f5f2ff491","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[],"fanSize":4,"starInvestorFlag":false},"themes":[{"themeId":"fb0b8a84b3ed43f49e4a9bb328a89463","categoryId":"954722eadb8644018a4a5056fc8176eb","name":"美股大考！FOMC+科技巨头财报，市场将如何演绎？","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":fb0b8a84b3ed43f49e4a9bb328a89463}&rnconfig={\"headerBarHidden\": true}","description":"周五，三大美股指均收跌超1%，标普500跌落纪录高位、但连涨七周创两年多最长连涨，纳指终结六周连涨。本周将迎美联储会议纪要和英伟达财报，大家觉得美股将有何种走势？你的操作策略是？","image":"https://static.tigerbbs.com/8acef5151539d2ccaf851aabab65dd19"}],"images":[],"coverImages":[],"title":"","html":"<html><head></head><body>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？</body></html>","htmlText":"<html><head></head><body>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？</body></html>","text":"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？","highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/514364597302008","repostId":0,"isVote":1,"tweetType":1,"viewCount":3770,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["MSFT"],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":212,"optionInvolvedFlag":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[{"id":515260213113264,"commentId":"515260213113264","gmtCreate":1766771522352,"gmtModify":1766771528246,"authorId":3556107184919133,"author":{"id":3556107184919133,"idStr":"3556107184919133","authorId":3556107184919133,"name":"华尔街赌侠","avatar":"https://static.tigerbbs.com/cb24ac14e4f20e195c988697b5e1547e","vip":1,"currentWearingBadge":{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-4","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"明星虎友","description":"加入老虎社区2000天","bigImgUrl":"https://static.tigerbbs.com/dddf24b906c7011de2617d4fb3f76987","smallImgUrl":"https://static.tigerbbs.com/53d58ad32c97254c6f74db8b97e6ec49","grayImgUrl":"https://static.tigerbbs.com/6304700d92ad91c7a33e2e92ec32ecc1","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.12.16","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1001,"isScarce":0,"effectEnabled":0,"wearingSort":0},"hat":"https://static.tigerbbs.com/306aa047bc14b6942cda1aed925cf8c3","crmLevel":7,"crmLevelSwitch":1,"individualDisplayBadges":[],"wearingBadges":[{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-4","name":"明星虎友","description":"加入老虎社区2000天","smallImgUrl":"https://static.tigerbbs.com/53d58ad32c97254c6f74db8b97e6ec49","bigImgUrl":"https://static.tigerbbs.com/dddf24b906c7011de2617d4fb3f76987","isScarce":0,"effectEnabled":0,"redirectLinkEnabled":0,"redirectLinkValidityFrom":0,"redirectLinkValidityTo":9223372036854776000}]},"repliedAuthorId":0,"objectId":514364597302008,"objectIdStr":"514364597302008","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"远期市盈率微软现在是黄金坑","text":"远期市盈率微软现在是黄金坑","html":"远期市盈率微软现在是黄金坑","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0}],"isCommentEnd":false,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/514364597302008"}