ZhiyingHu的个人主页 - 老虎社区

ZhiyingHu

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IP属地：北京

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11-21 23:01

$微软(MSFT)$ 这谷出了什么大错，下行的这样多？

11-21 12:13

$微软(MSFT)$ 微软耍崩塌了

11-20 21:29

己经改投谷歌，苹果的不少

微软(MSFT.US)Ignite大会揭晓企业AI核心战略小摩点评：前景清晰坚定看好

11-20 03:44

$微软(MSFT)$ 大批抛

11-20 01:06

$微软(MSFT)$ 这股真完了

11-19

$微软(MSFT)$ 微软怎软到这水平，真丢人

11-18

$微软(MSFT)$ 微软靠不住，科技股表现差的

11-18

$微软(MSFT)$ 卖它买谷歌

11-18

$微软(MSFT)$ 有大资金进来，逼空吗？

11-18

$微软(MSFT)$ 有机构在抛，现在看不如谷歌和苹果

11-14

$谷歌(GOOG)$ 谷歌不抗跌

11-12

$微软(MSFT)$ 目前科技股只有微软没突破前高，其它都反复突破

11-07

$微软(MSFT)$ 还是谷歌坚挺

11-07

$微软(MSFT)$ 微软有大户在买，太弱了。

10-31

$微软(MSFT)$ 微软耍下滑，还是不如苹果

10-30

$微软(MSFT)$ 业绩高于预期，怎么下跌这么多？

10-29

$微软(MSFT)$ 昨天有人出货

10-29

$微软(MSFT)$ 做操控，咋天大涨，之后全跌回。

10-29

$微软(MSFT)$ 咋天涨的今天收回

09-25

$谷歌(GOOG)$ 又折腾了

去老虎APP查看更多动态

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微软耍崩塌了","text":"$微软(MSFT)$ 微软耍崩塌了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/502496073679728","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":502278850793552,"gmtCreate":1763645359732,"gmtModify":1763645361935,"author":{"id":"3518227187146437","authorId":"3518227187146437","name":"ZhiyingHu","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3518227187146437","idStr":"3518227187146437"},"themes":[],"title":"","htmlText":"己经改投谷歌，苹果的不少","listText":"己经改投谷歌，苹果的不少","text":"己经改投谷歌，苹果的不少","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/502278850793552","repostId":"2584290916","repostType":2,"repost":{"id":"2584290916","kind":"news","pubTimestamp":1763609460,"share":"https://www.laohu8.com/m/news/2584290916?lang=&edition=full","pubTime":"2025-11-20 11:31","market":"us","language":"zh","title":"微软(MSFT.US)Ignite大会揭晓企业AI核心战略 小摩点评：前景清晰 坚定看好","url":"https://stock-news.laohu8.com/highlight/detail?id=2584290916","media":"智通财经","summary":"智通财经APP获悉，微软Ignite全球技术大会本周于旧金山举行。摩根大通分析师表示，这家软件与云服务巨头在此次大会上展示了其企业级AI方案的核心价值，以及名为“Frontier Firms”的战略构想，呈现了令人信服的发展路径。据悉，微软援引了IDC的研究数据，并正式推出Agent 365，助力客户在企业内部规模化部署智能体。值得关注的是，摩根大通特别指出微软与英伟达、Anthropic达成全新合作。根据协议，英伟达和微软将分别向Anthropic投资100亿与50亿美元。","content":"<html><body><p>智通财经APP获悉，<a href=\"https://laohu8.com/S/MSFT\">微软</a>(MSFT.US)Ignite全球技术大会本周于旧金山举行。<a href=\"https://laohu8.com/S/JPM\">摩根大通</a>分析师表示，这家软件与云服务巨头在此次大会上展示了其企业级AI方案的核心价值，以及名为“Frontier Firms”的战略构想，呈现了令人信服的发展路径。</p><p>“随着AI技术从概念验证迈向实践应用，逐渐渗透至各类组织的各个环节，微软进一步明确了其AI发展愿景。在多智能体生态系统兴起的背景下，企业需要实现高效、安全且合规的协同管理与运行监测，”以Mark Murphy为首的摩根大通分析师在周三的投资者报告中指出。</p><p>摩根大通重申对微软的“增持”评级，维持575美元的目标股价。</p><p>据悉，微软援引了IDC的研究数据(预计到2028年将部署13亿个AI智能体)，并正式推出Agent 365，助力客户在企业内部规模化部署智能体。微软还重点阐释了“智能层”的重要性，该层级能有效整合结构化与非结构化数据，为智能体提供可用资源。</p><p>随着AI编程技术的崛起，微软同步推出M365 Copilot的App Builder功能，并指出“软件正在从‘为人设计’向‘由人创造’演进”。Murphy强调：“通过App Builder，用户结合自然语言与微软平台的智能层，仅需数分钟即可创建应用程序——该智能层能为AI应用提供特定业务场景支持。这与微软GitHub Copilot产品系列形成互补，为技术背景各异的用户群体提供开发工具。”</p><p>值得关注的是，摩根大通特别指出微软与<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>(NVDA.US)、Anthropic达成全新合作。根据协议，英伟达和微软将分别向Anthropic投资100亿与50亿美元。Anthropic则承诺将投入300亿美元用于采购微软Azure算力资源，并额外签约高达1吉瓦的算力容量。</p><p>Murphy补充道：“尽管微软仍面临AI算力资源限制，一定程度上制约了Azure增长，但我们看到该公司正在安全、Teams协作平台、Power Apps低代码工具等领域播撒长期成功的种子，如今更着眼于对OpenAI/ChatGPT的前瞻性投资。此外，有限的人员增长也彰显了其提升运营效率、适应新环境的决心。”</p></body></html>","source":"stock_zhitongcaijing","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>微软(MSFT.US)Ignite大会揭晓企业AI核心战略 小摩点评：前景清晰 坚定看好</title>\n<style 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href=\"http://www.zhitongcaijing.com/content/detail/1371422.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU2361045086.USD":"WELLINGTON US QUALITY GROWTH \"A\" (USD) ACC","LU0267386448.USD":"FIDELITY FIRST ALL COUNTRY WORLD \"A\" (USD) INC","LU0234572021.USD":"高盛美国核心股票组合Acc","LU0210536198.USD":"JPM US GROWTH \"A\" ACC","LU0823434583.USD":"BNP PARIBAS US GROWTH \"C\" (USD) ACC","LU2750360641.GBP":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (GBPHDG) INC","LU2430703095.HKD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4\" (HKD) INC","LU2092937148.SGD":"Blackrock ESG Multi-Asset A8 SGD-H","LU0251132253.USD":"FIDELITY FUNDS  GLOBAL THEMATIC OPPORTUNITIES \"A\" (USD) ACC","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU1894683264.USD":"AMUNDI FUNDS US EQUITY RESEARCH VALUE \"A2\" (USD) ACC","LU2092627202.USD":"Blackrock ESG Multi-Asset A8 USD-H","LU0203202063.USD":"AB SICAV I - ALL MARKET INCOME PORTFOLIO \"A2X\" (USD) 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