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JenniferChang2045
02-12 11:17
$微软(MSFT)$
微软是不是软件行业老大? 是,而且不只是“软件公司”。 微软现在的结构是: • Windows + Office(现金牛) • Azure(云基础设施) • 企业软件生态(数据库、开发工具、ERP) • AI生态入口(OpenAI深度绑定) 它是全球企业IT的“基础设施层公司”, 不是单一软件公司。 如果说苹果是消费级生态王, 微软是企业级操作系统之王。 稳定性在全球大盘里属于第一梯队。 AI是调用者,不是推翻者;软件不会被重造,只会被接口化。
JenniferChang2045
2025-12-17
诺和诺德的持股体验 怎么这么差? 需要更有耐心么?
JenniferChang2045
2025-10-18
要么赚到,要么学到
去老虎APP查看更多动态
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