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紫气东来叶

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紫气东来叶

06-26 00:30

$微软(MSFT)$ 继续暴跌，马上跌至去年最低，破产风险很大！

紫气东来叶

06-25 21:42

$微软(MSFT)$ 6月没过完，暴跌20% 这是要破产的节凑了

紫气东来叶

2025-09-18

$联合健康(UNH)$ 340以下放心买，已回踩10日线开始修复前高了，今晚先看到355

紫气东来叶

2025-11-03

$Meta Platforms, Inc.(META)$ 加仓买入，这个价格挺便宜

紫气东来叶

06-18

$微软(MSFT)$ 回本就永远不碰这L鸡货了，浪费一年时间，还一直亏本

紫气东来叶

2025-10-21

$台积电(TSM)$ 加仓买入，静待花开！

紫气东来叶

2025-07-17

$美光科技(MU)$ 垃圾，发疯跌了一周割肉清仓

紫气东来叶

2025-10-31

$联合健康(UNH)$ 345继续补仓，这个价位够便宜

紫气东来叶

2025-11-25

$Meta Platforms, Inc.(META)$ 继续修复，今晚先站上635

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这是要破产的节凑了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/579030096385560","isVote":1,"tweetType":1,"viewCount":684,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3432626344975122","authorId":"3432626344975122","name":"好时机不常来见好就收","avatar":"https://static.tigerbbs.com/01b496bcfe57857cc67e95de17e52680","crmLevel":6,"crmLevelSwitch":0,"idStr":"3432626344975122","authorIdStr":"3432626344975122"},"content":"阿三当政就是不行，干脆破产算了","text":"阿三当政就是不行，干脆破产算了","html":"阿三当政就是不行，干脆破产算了"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":576279961076056,"gmtCreate":1781716822688,"gmtModify":1781720103215,"author":{"id":"4197971637444492","authorId":"4197971637444492","name":"紫气东来叶","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4197971637444492","authorIdStr":"4197971637444492"},"themes":[],"title":"","htmlText":"<a 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22:51","market":"us","language":"zh","title":"微软股价下滑 投资者担忧AI可能颠覆Office和Azure业务","url":"https://stock-news.laohu8.com/highlight/detail?id=2634385242","media":"环球市场播报","summary":"对AI颠覆的担忧如今甚至波及到了大型科技巨头。　　微软股价周一早盘下滑1.4%，此前有报道称，大型对冲基金TCI已大幅减持这家科技巨头的股份，理由是担心人工智能可能会重塑微软的部分核心业务。该基金还据报道指出了微软云业务Azure的潜在风险，尽管该业务目前在企业AI基础设施领域表现强劲。","content":"<html><body><div>\n<p>　　对AI颠覆的担忧如今甚至波及到了大型科技巨头。</p>\n<p>　　<span><a href=\"https://laohu8.com/S/MSFT\">微软</a></span><span></span>股价周一早盘下滑1.4%，此前有报道称，大型对冲基金TCI已大幅减持这家科技巨头的股份，理由是担心人工智能可能会重塑微软的部分核心业务。</p>\n<p>　　据报道，由亿万富翁投资者克里斯托弗·霍恩爵士领导的对冲基金TCI在过去几个月里抛售了其在微软持有的近全部约80亿美元的股份。据报道，2025年底微软约占该基金投资组合的10%，但到3月底这一比例已降至不足1%。</p>\n<p>　　这一操作引人注目之处在于其背后的理由。据报道，TCI认为AI的快速进步可能会对微软在生产力软件领域的主导地位造成长期压力，尤其是Office业务，因为新的AI驱动工作流程和竞争平台正开始改变人们的工作方式。该基金还据报道指出了微软云业务Azure的潜在风险，尽管该业务目前在企业AI基础设施领域表现强劲。</p>\n<p>　　与此同时，TCI似乎正更积极地将资金转向Alphabet。据报道，该基金将其在<span><a href=\"https://laohu8.com/S/GOOG\">谷歌</a></span><span></span>的持股比例增至投资组合的5%，使其成为最大的科技股持仓。</p>\n<div>\n<div><img src=\"\"/></div>\n<div>海量资讯、精准解读，尽在新浪财经APP</div>\n</div>\n<p>责任编辑：张俊 SF065</p>\n</div></body></html>","source":"sina","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>微软股价下滑 投资者担忧AI可能颠覆Office和Azure业务</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ 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0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n微软股价下滑 投资者担忧AI可能颠覆Office和Azure业务\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-05-11 22:51 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/stock/usstock/c/2026-05-11/doc-inhxpxwx1728495.shtml><strong>环球市场播报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>对AI颠覆的担忧如今甚至波及到了大型科技巨头。\n　　微软股价周一早盘下滑1.4%，此前有报道称，大型对冲基金TCI已大幅减持这家科技巨头的股份，理由是担心人工智能可能会重塑微软的部分核心业务。\n　　据报道，由亿万富翁投资者克里斯托弗·霍恩爵士领导的对冲基金TCI在过去几个月里抛售了其在微软持有的近全部约80亿美元的股份。据报道，2025年底微软约占该基金投资组合的10%，但到3月底这一比例已降至...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2026-05-11/doc-inhxpxwx1728495.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0894486033.HKD":"SCHRODER ISF GLOBAL MULTI-ASSET INCOME \"A\" (HKD) INC MF","LU2543165471.USD":"E FUND (HK) GLOBAL QUALITY GROWTH \"A\" (USD) ACC","LU2065171402.SGD":"M&G (LUX) GLOBAL MAXIMA \"A\" (SGD) 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