$微软(MSFT)$_老虎社区_美港股上老虎

$微软(MSFT)$微软的生态很强。全能冠军产品多，可以共享数据，有利于AI发挥功能。微软就是企业软件的全能冠军

特朗普要求科技企业自建电厂解决用电，七巨头齐收跌，微软、亚马逊、Meta跌超2%。当前微软表态将承担成本，并表示不会把AI成本转嫁给普通居民。【当前美股存在着：短期受制于芯片短缺，中期面临能源约束，长期需突破存储瓶颈。在此背景下，“美股7巨头”将有何表现？跌势会持续多久？】

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