$微软(MSFT)$_老虎社区_美港股上老虎

$微软(MSFT)$ 我最近跟不少人提过，当那些热门动量股估值过高时，大资金往往会转向微软这样的标的。

Meta将于本周三（7/29）盘后发布财报，广告主业的韧性与AI推荐带来的变现效率是基本盘看点，而资本开支指引则牵动市场神经。2026年以来Meta股价为负，投资者担心其在AI基础设施上的巨额投入短期难见回报。Llama与AI硬件等新叙事能否支撑估值？这份财报是增长加速器，还是烧钱的警示灯？

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