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港股打新王Ken

专注港股打新，分享高胜率打新技巧

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- 港股打新王Ken港股打新王Ken
  ·01-06 14:50
  .微软（MSFT.US）：以 Windows 系统、Office 软件为基本盘，Azure 云服务与 Copilot AI 工具构成增长双引擎。AI 相关收入持续高增，生态付费转化能力强，企业级解决方案需求稳定。技术投入依赖自身盈利，现金流稳健，全栈 AI 布局覆盖从基础设施到应用层，抗风险能力突出。
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- 港股打新王Ken港股打新王Ken
  ·2025-12-31
  $苹果(AAPL)$ 苹果（AAPL）：以硬件为入口构建生态闭环，iPhone 仍是核心营收支柱，用户忠诚度与品牌溢价形成强壁垒。服务业务（App Store、Apple Music）持续增长，订阅模式带来稳定现金流。Vision Pro 等新品拓展 AR/VR 赛道，但短期难以成为主力增长点，需关注硬件创新节奏与市场需求变化。
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