$微软(MSFT)$_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

存储转向软件？IGV有上车机会吗？

半导体板块上周五大跌，SMH创下自三月以来最糟糕单日表现，本周一存储芯片股继续拖累大盘，软件股继续走高，Salesforce涨超3%。【大家觉得半导体板块是否会继续追赶其他版块下跌趋势？软件股有机会延续涨势吗？】

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