$MSFT

MSFT 守住 500 的支撑位非常看涨,有望延续涨势至下一次财报以及 AI 变现。

看涨他说的是几周内
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The Investor Channel发布 2026-09-11 · 5 段内容
15:05/ 打开原视频

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5 段内容

接下来看 Microsoft,本周报 492,但股价稳步攀升,本周上涨近 1%,至 496。Microsoft 也出席了这次 Goldman Sachs 会议,他们计划到 2032 年将其数据中心容量增加两倍,达到超过 38 吉瓦。这较目前的 12 吉瓦有所提升。

Moving on to Microsoft s the week at 492, but shares steady climb up almost 1% this week at 496. Microsoft was also at this Goldman Sachs conference and they are planning to triple its data center capacity to more than 38 gawatts by 2032. That's up from 12 gawatt currently.

该公司仍计划保持正现金流,不管那意味着什么。考虑到即便 10 亿美元的自由现金流对一家 3.6 万亿美元的公司来说也是正的。那当然不算多。不过他们仍在坚持这一点。

The company is still planning to stay cash flow positive, whatever that means. Given the fact that, you know, even a billion dollars of free cash flow is positive on a $3.6 trillion company. That's certainly not a lot. Although they are still committing to that.

现在,GTA 6 将在十月、十一月推出,大约两个月后。各位,我们就要迎来 GTA 6 了。而目前,下载数据显示 PlayStation 可能正在扩大对 Xbox 的领先优势,因为玩家们正涌向 PlayStation 而不是 Xbox。

Now, GTA 6 is coming in October, November, like two months. We've got GTA 6, ladies and gentlemen. And right now, download data suggests that PlayStation might be extending its lead over Xbox as gamers are flocking to the PlayStation rather than the Xbox.

接下来看 Open AI,该公司本周做了一些有趣的事情,包括限制 Adobe 和其他竞争对手在 chat GPT 中投放广告。

Moving to Open AI, company did some interesting things this week, including limiting Adobe and other competitors from advertising in chat GPT.

Microsoft 正好在其较短期的移动平均线上找到支撑。它仍然远高于并处于延伸状态。它守住了 500 这一水平,这一点非常看涨,使该公司或许能够撑到下一次财报,并继续将 AI 变现。

Microsoft finding support right on its shorterterm moving averages. It's still way over and extended. The fact that it's held this level up at 500, very bullish, allowing this company to maybe get to its next earnings report and continue to monetize AI.

这个频道对 $MSFT 的历次判断

The Investor Channel 在这只股票上共 3 条判断,这里只列相邻的几条。

2026-09-11看涨本条
接下来看 Microsoft,本周报 492,但股价稳步攀升,本周上涨近 1%,至 496。
2026-09-04
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。
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