$微软(MSFT)$_老虎社区_美港股上老虎

$微软(MSFT)$ 微软的老底子硬，云计算 Azure 是块香饽饽，结合大模型一搞，估计能再挖出不少金矿。再加上他们在游戏、企业级服务上也插着 AI 旗子，属于是稳健中带点惊喜的选择。

微软总裁Brad Smith周五公布了一个野心勃勃的投资计划，准备在2025年投资800亿美金用来训练AI模型，其中400亿美金拿来买芯片，此外谷歌、亚马逊等科技巨头在AI领域投入同样巨大，国内字节、腾讯等公司也在AI领域猛投钱，AI军备竞赛加剧，【算力产业链的需求今年能否持续？去年砸钱最猛的微软、字节和腾讯，你更看好哪家公司？】

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