$微软(MSFT)$_老虎社区_美港股上老虎

$微软(MSFT)$现在最具有确定性的，是芯片和云计算公司，未来模型层肯定是有巨大的空间的，模型层可以布局纳指七姐妹和中国的互联网龙头，因为它们不仅研发大模型，大模型初创公司一般它们也有股份，这里面我最看好的就是微软

OpenAI未能完成内部业绩目标的报道，重燃市场对人工智能投资回报的疑虑，甲骨文跌4.1%，CoreWeave跌5.8%，两家公司均与OpenAI的云计算布局绑定。随后OpenAI表示其业务“运转良好”，企业业务和广告业务正在增长，但并未打消市场对AI增速的疑虑，【大家觉得CRWV和甲骨文等股是否被“错杀”？你会担心AI前景吗？】

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