微软近期股价回升，归因于其与萨姆·奥尔特曼的分离以及OpenAI排他性的结束，这改善了其在更廉价AI模型方面的定位。
逐段跳播
要说你有多讨厌微软。突然之间我们……我们谈论它，我们谈论它，然后选举继续进行，然后……有人又开始谈论它了。
To say how much you hate Microsoft. Suddenly we were We talk about it, and we talk About it, then it comes The elections are going ahead, and... Someone is back talking about it.
在像甲骨文和微软这样的公司之间，有区别吗？当然。微软和强生是市场上仅存的两家被评为AAA级的公司。
Is there a difference? Among companies like Oracle And Microsoft? certainly. Microsoft "and Johnson & Johnson" They are the only two names The two remaining in the market Rated AAA.
微软就在那里。因为我相信，上个月对他们故事真正关键的是，在一个月前的财报电话会议上，资本支出评论有所软化，而股价对此反应非常积极。
Microsoft is there. Because I believe that what was Truly crucial to their story in Last month is how Softening comments Capital spending in Earnings call before A month, and the stock reacted very positively with that.
我不认为这是微软在发布时股价上涨的原因。我认为人们真正喜欢的是他与山姆·奥特曼的公开分离，以及与OpenAI排他性的结束。我认为人们觉得微软并没有得到最好的交易，而且他们可能在使用开放权重模型方面处于更好的位置，这些模型更便宜，能为用户提供人工智能软件。我认为这就是微软恢复其优势的地方。
I don't think this is The reason behind the stock's rise Microsoft on Launch. I think that what People really liked him Public separation from Sam Altman. And the end of exclusivity with " OpenAI. I think people felt That Microsoft was not You get the best deal. And that they may be in Better positioning using Open weight models Cheaper to keep promises artificial intelligence software Artificial for their users . And I think this is The place that was recovered Microsoft has its strengths.
我们有涨有跌。微软回升，ServiceNow也回升。
We had gains And losses. recovery Microsoft, and recovery Service Now.
这个频道对 $MSFT 的历次判断
The Compound 在这只股票上共 3 条判断，这里只列相邻的几条。