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$微软(MSFT)$ 那些之前唱空并做空微软的人，是不是被碾压了？

美股盘前软件板块集体走强，IBM, Adobe, Salesforce, Oracele, ServiceNow, Palantir以及Microsoft均表现活跃。随着AI商业化落地加速，企业软件需求持续提升，软件股估值修复行情是否仍有上行空间？你更看好哪家AI软件龙头？

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