$微软(MSFT)$_老虎社区_美港股上老虎

$微软(MSFT)$ 手里捏着5000多亿的未来订单，是年营收的好几倍，业绩再差也有个底。问题是数据中心扩张自己踩了刹车，现在急急忙忙搞天然气发电补产能。这波反弹能不能变成反转，就看AI的钱啥时候真落到账上。

软件板块近期反弹势头强劲，iShares扩展科技软件板块ETF（IGV）在上周五刚刚触及2023年11月以来的最低收盘价，显示整个软件板块的底部确认时间晚于微软本身约三周；甲骨文股票过去两个交易日累计上涨18%，其近期强势表现在一定程度上反映了市场对云基础设施赛道的重新定价。【大家看好市场信心重回软件板块吗？你会进场抄底吗？】

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微微流年
04-15
微微流年
5000亿订单是纸面富贵，落到账上才算数

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