$微软(MSFT)$_老虎社区_美港股上老虎

$微软(MSFT)$ 我最近跟不少人提过，当那些热门动量股估值过高时，大资金往往会转向微软这样的标的。

Meta今日飙涨8.81%，因其AI云战略动作"搅动整个云计算板块"，领衔Mag7上攻。市场解读为超大厂正从"外购算力"转向自建，利好自身盈利叙事却直接冲击芯片、光通信与neocloud供应商。当最大买家开始自建，AI基础设施的卖水人逻辑是否将被系统性重估？

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