MSFT 是核心长期持仓，因其在软件/AI 基础设施领域占据主导地位；说话者计划在大幅回调时显著加仓。
逐段跳播
第三个是我在个股方面最大的持仓之一，这就是Microsoft。它把极其持久的软件生态系统与Azure和AI结合在一起，为长期增长和现金流提供了多个强大的引擎。这不仅仅是投资AI。
它控制着大部分基础设施、云平台、开发者工具和软件，企业实际上将在这些地方使用AI。
And number three is one of my biggest holdings as far as individual stocks goes, and this is Microsoft. It combines an incredibly durable software ecosystem with Azure and AI, giving it multiple powerful engines for long-term growth and cash flow. It's not simply investing in AI. It controls much of the infrastructure, cloud platform, developer tools, and software where businesses will actually use AI.
Microsoft表示，它目前在70个地区运营着400多个数据中心，并正在以巨大规模建设AI基础设施。你买入的是一家今天占据主导地位的公司，同时它已做好准备从云计算、AI、网络安全、企业软件、生产力、游戏以及下一代计算中受益。
Microsoft says it now operates 400 plus data centers across 70 regions and is building AI infrastructure at enormous scale. You're buying a dominant company today that's simultaneously positioned to benefit from cloud computing, AI, cyber security, enterprise software, productivity, gaming, and the next generation of computing.
我确信，如果Microsoft下跌30%、50%，我要做的就是全力加仓，买入更多。
I know for a fact that if Microsoft dropped 30% 50% all I'm doing is backing up the trucks and buying more.
这个频道对 $MSFT 的历次判断
Investing Simplified - Professor G 在这只股票上只有这一条判断。