$微软(MSFT)$_老虎社区_美港股上老虎

搞钱树

04-15

$微软(MSFT)$现在最具有确定性的，是芯片和云计算公司，未来模型层肯定是有巨大的空间的，模型层可以布局纳指七姐妹和中国的互联网龙头，因为它们不仅研发大模型，大模型初创公司一般它们也有股份，这里面我最看好的就是微软

NOW绩后大跌！软件板块进场时机未到？

AI冲击疑虑难消，ServiceNow绩后跌超12%，IBM跌近7%。【大家觉得软件板块还在杀估值吗？何时能抄底？】

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

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":553947136033656,"tweetId":"553947136033656","gmtCreate":1776247202688,"gmtModify":1776247205521,"author":{"id":9000000000000221,"idStr":"9000000000000221","authorId":9000000000000221,"authorIdStr":"9000000000000221","name":"搞钱树","avatar":"https://static.tigerbbs.com/82edc4968feb7c0c481f5ad38d9a498b","vip":8,"userType":8,"introduction":"运营账号","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[],"fanSize":215,"starInvestorFlag":false},"themes":[{"themeId":"0e901b844e694aab8873986a884287e8","categoryId":"d316d8bd4a714fab9ea15fd7157c45e7","name":"NOW绩后大跌！软件板块进场时机未到？","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":0e901b844e694aab8873986a884287e8}&rnconfig={\"headerBarHidden\": true}","description":"AI冲击疑虑难消，ServiceNow绩后跌超12%，IBM跌近7%。【大家觉得软件板块还在杀估值吗？何时能抄底？】\n","image":"https://static.tigerbbs.com/b67f6288ba279600c2597293178c734b"}],"images":[],"coverImages":[],"title":"","html":"<html><head></head><body><a data-mention-id=\"MSFT\" rel=\"noopener noreferrer\" class=\"teditor-mention\" data-mention-name=\"微软\" target=\"_blank\" href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a>现在最具有确定性的，是芯片和云计算公司，未来模型层肯定是有巨大的空间的，模型层可以布局纳指七姐妹和中国的互联网龙头，因为它们不仅研发大模型，大模型初创公司一般它们也有股份，这里面我最看好的就是微软</body></html>","htmlText":"<html><head></head><body><a data-mention-id=\"MSFT\" rel=\"noopener noreferrer\" class=\"teditor-mention\" data-mention-name=\"微软\" target=\"_blank\" href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a>现在最具有确定性的，是芯片和云计算公司，未来模型层肯定是有巨大的空间的，模型层可以布局纳指七姐妹和中国的互联网龙头，因为它们不仅研发大模型，大模型初创公司一般它们也有股份，这里面我最看好的就是微软</body></html>","text":"$微软(MSFT)$现在最具有确定性的，是芯片和云计算公司，未来模型层肯定是有巨大的空间的，模型层可以布局纳指七姐妹和中国的互联网龙头，因为它们不仅研发大模型，大模型初创公司一般它们也有股份，这里面我最看好的就是微软","highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/553947136033656","repostId":0,"isVote":1,"tweetType":1,"viewCount":2256,"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":true,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":202,"optionInvolvedFlag":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/553947136033656"}