MSFT因持久的传统软件业务、深厚的客户关系以及具吸引力的估值而是一只具吸引力的股票，并作为前十大持仓持有。
逐段跳播
而 Microsoft，我们实际上看到一些 Mag 7 的股票，也就是在 AI 成为头号话题之前的那批。今天这些 Mag 7 中的一些名字实际上还保持着上涨，而许多其他名字今早下跌了 5% 和 8%。
and Microsoft we're actually seeing some of the mag 7 you know the sort of before AI became the number one topic. Some of these Mag Seven names are actually holding some up arrows today while many other names are down five and 8% this morning.
事实上，Microsoft 支持的 OpenAI 的智能体确实与一次网络攻击存在关联，我觉得这很有意思，但你怎么看像 Microsoft 这样的名字？你是看好还是担忧？
In fact, a Microsoftbacked OpenAI agents did have a link to a cyber attack which I thought was interesting, but what do you think about a name like Microsoft for example? Are you are a fan or worried?
是的。是的，我们看好 Microsoft。我们认为其传统软件业务将非常持久。我们认为它会继续增长。我们认为他们会把大量 AI 功能融入产品，而且他们与客户的关系非常深厚，不仅涵盖一两个产品，而是涵盖数十个产品，包括生产力应用以及安全工具、存储、云存储等等。
我们认为 Microsoft 与客户的深厚关系、庞大的资本基础以及投资能力，将使其随着时间推移成为一家成功的公司。所以，我们认为 Microsoft 是一只很有吸引力的股票。我喜欢它今天的估值。
Yeah. Yeah, we're a fan of Microsoft. We think that their legacy software business is going to be very durable. We think it'll continue to grow. We think that they will incorporate a lot of AI functionality into the products and that their very deep relationships with clients spanning not just you know one or two products but just dozens across um you know productivity apps and also security tools um you know storage cloud storage etc. Um, we think Microsoft's really deep ties with its customers and humongous um, capital base and ability to invest will make them a successful company over time.
So, we think Microsoft's an appealing stock. I like the valuation today.
而且是的，如果我们要走在最前沿，那就意味着传统软件公司，比如 Microsoft、Oracle、ServiceNow 和 IBM 等等。这对这些公司来说必然是增量利好。
And yeah, if we're going to pace the frontier, that means legacy software companies, the likes of Microsoft and Oracle and Service Now and IBM, etc. That's got to be incremental good news for these companies.
但即便抛开这些，我认为 Microsoft 也是一家非常好的企业，增长前景良好。它管理良好，估值也很有吸引力。所以我们今天看好它，它是我们基金的前十大持仓。
But, but even even past that, I think Microsoft is a very uh, very good business with good growth prospects. It's well managed and the valuation is attractive. So, we like it today and it's a top 10 position in our fund.
这个频道对 $MSFT 的历次判断
Schwab Network 在这只股票上共 3 条判断，这里只列相邻的几条。