尽管移动平均线积极且板块动能强劲,MSFT在509美元面临技术阻力,暗示可能暂停。
逐段跳播
这对Meta和微软来说可能意义不大,因为它们拥有强大的技术,甚至亚马逊也是如此,但较小的竞争对手可能能够利用这一点。
This may not mean much to Meta and Microsoft given their strong technology there, and even Amazon, but smaller competitors may be able to take advantage of it.
现在我们转向微软。该股从510美元开始。该股本周下跌2%,至499美元。这是因为Stifel基于Copilot和人工智能的改进提高了该股的目标价。这是我通常看到的微软的情况。
Now we move on to Microsoft. The stock started at $510. The stock fell 2% this week to $499. This comes as Stifel raised its target price for the stock based on improvements to Copilot and artificial intelligence. This is what I generally see happening with Microsoft.
我认为这是一个明智的说法,我们称之为人工智能,但要让这些系统运转起来需要大量的协调和组织。我认为普通人在聊天框中输入内容时,看着人工智能并不会觉得它令人印象深刻。只有当你真正深入挖掘并构建整个系统时,你才会深入了解这项技术在做什么,也许会对像微软这样的公司产生更大的欣赏,它们必须为那些在业务中实施人工智能时需要考虑网络安全、合规性、隐私和其他因素的组织进行组织。
我认为像微软这样的公司在这方面显然处于有利地位。
I thought that was a smart statement, we call it artificial intelligence, but it takes a tremendous amount of coordination and organization to make these systems work. I think the average person on the street typing things in a chat box looks at AI and doesn't find it impressive. It's only when you really dig deep and build a whole system that you get a deep understanding of what this technology is doing, and perhaps a greater appreciation for companies like Microsoft that will have to organize this for organizations that have cybersecurity, compliance, privacy, and other considerations to keep in mind when implementing AI in their business. And I think a company like Microsoft is clearly in a good position in that regard.
现在,我们有一位CEO在接近峰值水平时出售股票。萨蒂亚·纳德拉正在出售价值4300万美元的微软股票。这些交易是在预先设定的交易计划内完成的,但令人惊讶。这些人在如此显著的上涨后出售股票,确实非常引人注目。接近顶部。
And now, we have a CEO selling shares near peak levels. Satya Nadella is selling $43 million worth of Microsoft stock. These transactions are done within pre-defined trading plans, but it's amazing. It's truly remarkable how these people sell their shares after such a significant rise." Near the top.
现在,微软正在限制用户在Xbox上的云游戏时间。现在,你每月只能获得15小时的游戏时间。什么?当我为此做准备时,我以为每周15小时,我当时想,“该死,如果你每周玩15小时的游戏,你太认真了。”
每月15小时?这相当于每天大约30分钟。我的意思是,这肯定比我玩电子游戏的时间多,尽管我喜欢每天玩30分钟电子游戏。我的意思是,我可以想象人们很容易超过这个限制,尽管我们将看看游戏社区的反应。
Now, Microsoft is putting limits on users' cloud gaming hours on Xbox. Now, you'll only get 15 hours of gameplay per month. What? When I was getting ready for this, I thought it was 15 hours per week, and I was thinking, "Damn, if you're playing 15 hours of games every week, you're being too serious." 15 hours a month? That equates to about 30 minutes a day. I mean, that's definitely more than I play video games, although I like to play video games for 30 minutes a day. I mean, I can imagine people easily exceeding that limit, although we'll see how the gaming community reacts.
微软现在正在其第一季度业绩公布前重组其业务部门。让我告诉你,CEO出售股票然后改变报告方式往往是灾难的配方。坦率地说,当公司改变报告方式时,就像Netflix去年那样,股价会暴跌。
我们已经多次看到这种情况。当你改变报告方式时,这通常意味着你试图隐藏某些东西。我不是说微软就是这种情况,但这并不令人鼓舞。他们过去报告三个不同的部门:生产力和业务流程、智能云和个人计算。
现在他们只会在代理和基础设施标签下报告,我假设这意味着Azure和Copilot。然后他们有设备和消费者部门,我假设这是针对Windows业务的。微软每次公布收益时都会发布一个表格,详细说明LinkedIn、Xbox和他们的广告活动的情况。
如果他们继续这样做,那么整合就没问题,但如果他们移除表格,除非他们在电话会议上明确提及,否则你不会知道哪个部分推动了结果。
Microsoft is now restructuring its business segments ahead of its Q1 results . Let me tell you something, a CEO selling shares and then changing how they report is often a recipe for disaster. Frankly, when companies change how they report, like Netflix did recently last year, stocks plummet . We've seen this repeatedly . When you change how you report, it often means you're trying to hide something . I'm not saying that's the case with Microsoft, but it's not encouraging. They used to report in three different segments: Productivity and Business Operations, Intelligent Cloud, and Personal Computing. Now they'll only report under the Agents and Infrastructure labels, which I assume means Azure and Copilot. Then they have the Devices and Consumer segment, which I assume is for the Windows business." Microsoft always releases a table every time it announces earnings that details what's happening on LinkedIn, Xbox, and their advertising activity. If they continue with this, then the integration is fine , but if they remove the table, you won't know which part is driving the results unless they explicitly mention it on the call.
他们在推销这些AI模型,并说:“你好,Palo Alto Networks,你好,Microsoft Azure和AWS。” “好吧,你应该使用这个其他模型来保护自己免受我们即将发布的那个模型的攻击。”
至少在短期内,这似乎是个好主意。公司显然在努力应对这种情况。
They're pitching these AI models and saying, "Hello, Palo Alto Networks, and hello, Microsoft Azure and AWS." "Well, you should use this other model to protect yourselves from the one we're about to release." At least in the short term , this probably seems like a good idea . Companies are obviously trying to cope with this situation.
对于微软来说,这是一个完全不同的情况。从技术上讲,它已经在509处遇到阻力。这是一个非常自然的喘息之地。所有移动平均线都是正的,软件领域似乎有动量。
For Microsoft, it's a completely different situation. Technically, it has reached resistance at 509. It's a very natural place to take a breather. All the moving averages are positive, and there seems to be momentum in the software sector.
这个频道对 $MSFT 的历次判断
The Investor Channel 在这只股票上共 2 条判断,这里只列相邻的几条。