希望微软和meta这波能带起大市

尖沙咀啵嘴

世界可以没有 $英伟达(NVDA)$ ，但绝对离不开 $微软(MSFT)$ ！微软的业务深度可不仅仅是AI，远比英伟达要多得多。微软是稳步前行的‘温和巨人’，而英伟达的爆发，更多是AI时代的红利——虽然很惊艳，但并不直接代表其基本面比微软更强！希望这波微软和Meta的亮眼表现能帮助市场提振一下信心，让大家五一假期也能舒心一点，放松心情

Meta财报超预期！你会选择加仓吗？

Meta Q1广告收入仍两位数增长，大幅上调今年支出指引，Meta称，上调指引部分反映为支持AI发展而增加对数据中心投资。【扛住关税压力加码AI，大家会在多少价位上车Meta？你看好其后市发展吗？】

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。

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老山古
05-01
老山古
利好英伟达

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