MSFT 在超卖后正尝试反弹并突破。
逐段跳播
事实上，今天上午，Microsoft 也发布了自己关于在人工干预方面使用 AI 的内部文件。这份文件大约在美国东部时间上午 9:00 发布。
And in fact, uh, this morning, Microsoft also published their own kind of internal, uh, AI use when it comes to, uh, human intervention as well. That came out at around 9:00 a.m. Eastern time.
但回到 Microsoft。你提到行为准则这一点很有意思，因为我认为这是一份很长的文件，我还没能把它全部读完，但核心要点感觉确实是当下人优先于 AI。是人优先于技术，我认为这正是他们在这里想表达的意思。
But um back to Microsoft. Yeah, interesting that you point out the uh code of conduct as well because I think it's a very long piece and I haven't managed to get across all of it, but the takeaway really feels like it's people over AI right now.
It's humans over the technology and I think that's sort of what they're getting at here.
所以我认为金融机构正在为此做准备，你仍然能看到利差——你知道，三个月期与 10 年期之间的利差，或者说是 2 年期与 10 年期之间的利差——实际上仍在扩大，这总体上应该会成为这些金融公司的基本面顺风，因为消费者本身在很大程度上仍保持坚挺。
我们本周晚些时候会得到零售销售数据。所以金融板块表现很好，然后我认为如果你把 Microsoft 放在这些软件股整体来看，其中一些已经被超卖了。Microsoft 正试图有所回升，试图向上突破。
Uh so I think the financials are kind of preparing for that and you are still seeing spreads between you know the the the three-month 10-year or the 210s actually still widening out which should be actually a fundamental tailwind for those financial companies uh in general as the consumer itself is still holding up for the most part.
We will get retail sales later later this week. Uh so the financials are doing uh great and then I think if you're looking at Microsoft as a whole in these software names some of them have been oversold.
Microsoft trying to kind of recover, try to break out back to the upside here.
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。