$微软(MSFT)$_老虎社区_美港股上老虎

2025-12-04

$微软(MSFT)$原本期待Windows 10停止支持后，能带来换机潮，并推动大量符合硬件要求的PC升级到Windows 11，但市场反应很出乎意料了

美股“7巨头”今年全部跑输标普500指数，从年内表现来看，微软跌幅最深，YTD已下跌16%，特斯拉、亚马逊、苹果明显承压，仅英伟达、Meta维持小幅正收益。【市场进入观望期，当支出跑在盈利前面，大家觉得AI主线是否已被瓦解？“7巨头”今年你看好哪一家？】

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。

精彩评论

么么哒121
2025-12-09
么么哒121
Windows 在微软的营收占比太低
天空使者
2025-12-06
天空使者
现在的windows bug太多了

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