昨日， $微软(MS_老虎社区_美港股上老虎 - 老虎社区

价值投资为王

昨日， $微软(MSFT)$ 暴涨15.5%，创2008年10月以来最大涨幅，单日市值增加4500亿美元，创人类历史上单日市值增长之最！微软单日市值增量已超过标普500指数中约96%成份股各自的总市值。还超过全球多个国家各自的股市总市值，如南非、土耳其、芬兰和越南！

暴涨的原因是微软的Azure云业务收入大增43%，为2022年初以来最快增速。

美股这两年的波动真是令人瞠目结舌！

微软逆势创新高破buy zone，凭啥能独善其身？

微软今日逆势上涨2.54%，在道指狂泻464点之际站上纪录高位、突破技术买点（buy zone）。作为AI资本开支与云的最大受益者，其现金流与Azure订单的确定性让资金在避险时优先抱团，Yahoo称"创纪录的上涨把微软与谷歌的竞争重新推上台面"。但估值已不便宜。当大盘走弱、资金扎堆龙头，微软的独立行情还能走多远？

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

cpa
08-01
cpa
啥意思，没看懂
- 价值投资为王:
  微软单日市值暴增

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