$微软(MSFT)$_老虎社区_美港股上老虎

鹿鼎公韦小宝
2025-05-01

$微软(MSFT)$ 一会儿放缓建设数据中心，真正到要搞股价的时候又开始给投资者一个算力不足的预期。在应用端这么久，商业化闭环逻辑还是无法实现的情况下，算力基建的周期顶点到底在什么时间节点？

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。

推荐
最新

暂无评论

热议股票

{"i18n":{"language":"zh_CN"},"data":{"magic":2,"id":430404019978400,"tweetId":"430404019978400","gmtCreate":1746105081678,"gmtModify":1746105084022,"author":{"id":10000000000010492,"idStr":"10000000000010491","authorId":10000000000010492,"authorIdStr":"10000000000010491","name":"鹿鼎公韦小宝","avatar":"https://static.tigerbbs.com/acbcdba23abf01629ff9868ac714915f","vip":8,"userType":8,"introduction":".","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":161,"starInvestorFlag":false},"themes":[{"themeId":"bc469a55e4f24d219219cf30d40e7c84","categoryId":"d316d8bd4a714fab9ea15fd7157c45e7","name":"微软&OpenAI最新协议！微软大家看好吗？","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":bc469a55e4f24d219219cf30d40e7c84}&rnconfig={\"headerBarHidden\": true}","description":"微软于OpenAI宣布新协议——将允许OpenAI推进重组为营利性公司的计划，为未来新的商业关系奠定基础。【双方AI业务模式更为清晰，微软股价盘后上涨。大家看好微软的后市发展吗？】","image":"https://static.tigerbbs.com/1672677cc85dc05c54a14a842e91bfe7"}],"images":[],"coverImages":[],"html":"<html><head></head><body><p> <a data-mention-id=\"MSFT\" class=\"teditor-mention\" data-mention-name=\"微软\" href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a> 一会儿放缓建设数据中心，真正到要搞股价的时候又开始给投资者一个算力不足的预期。在应用端这么久，商业化闭环逻辑还是无法实现的情况下，算力基建的周期顶点到底在什么时间节点？</p></body></html>","htmlText":"<html><head></head><body><p> <a data-mention-id=\"MSFT\" class=\"teditor-mention\" data-mention-name=\"微软\" href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a> 一会儿放缓建设数据中心，真正到要搞股价的时候又开始给投资者一个算力不足的预期。在应用端这么久，商业化闭环逻辑还是无法实现的情况下，算力基建的周期顶点到底在什么时间节点？</p></body></html>","text":"$微软(MSFT)$ 一会儿放缓建设数据中心，真正到要搞股价的时候又开始给投资者一个算力不足的预期。在应用端这么久，商业化闭环逻辑还是无法实现的情况下，算力基建的周期顶点到底在什么时间节点？","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/430404019978400","repostId":0,"isVote":1,"tweetType":1,"viewCount":2199,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["MSFT"],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":true,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":175,"optionInvolvedFlag":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"hasMoreComment":false,"orderType":2}