$微软(MSFT)$_老虎社区_美港股上老虎

2024-07-31

$微软(MSFT)$ 在没炒作AI概念之前google/MSFT的云业务也差不多是这个增速，提高了但只是低个位数提高。客户确实有需求，但客户的需求到底是什么呢？如果说AI是单纯的FOMO导致行业内卷而不能显著扩大蛋糕，而且把轻资产的互联网公司变成重资产的类制造业公司，那估值请参考正在内卷的电车和光伏

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