$微软(MSFT)$_老虎社区_美港股上老虎

$微软(MSFT)$大部分知名软件公司不会死，但是行业格局变了。未来使用量集中于大型商业用户。而不像消费股一样，销量分散，这是收入风险。护城河也会变浅，不需要招聘很多人就能搞出比较出色的APP，行业竞争会更加惨烈。

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