尽管利率上升，MSFT仍是安全的持有标的，因其现金储备带来的净利息中性可抵消债务成本。
逐段跳播
接下来是现金充裕的巨型市值公司。那么，如果利率上升，Apple、Meta、Google 和 Microsoft 将如何应对？它们会没事的。它们会没事的。为什么？因为如果你看，比如 Meta 和 Google，尤其是 Meta 和 Google，你可能读到过，它们为了建设数据中心而承担了大量债务。
所以这些债务，它们必须为债务支付利息，没错，但它们没有向你展示、而你需要去核查的是，它们拥有大量现金及等价物，这些现金正在赚取利息收入，而它们赚取的利息收入抵消了它们支付的利息支出。
所以净额来看，如果利率上升会发生什么？它们就像我一样，无所谓。好。所以，利率上升，像 Apple、Meta、Microsoft 和 Google 这样的公司，它们会没事的，因为它们债务上的净利息支出并不多。对吧？所以我持有它们中的很多，我相当安心。
Next are cashrich mega caps. So, if rates go up, how will Apple, Meta, Google and Microsoft cope? They will be fine. They will be fine. Why? Because if you look at for example Meta and Google specifically especially right Meta and Google you may have read that oh they take they're taking on a lot of debt right to build their data centers.
So all this debt they have to pay interest on the debt correct but what they don't show you and what you need to check is that they have a lot of cash and equivalents where it's earning interest income and the interest income they earn offsets the interest expense that they pay.
So net net what happens if interest rates go up they're like me whatever. Okay. So, rates go up, companies like Apple, Meta, uh Microsoft, and Google, uh they'll be fine, you know, because they don't have much net interest expense on their debt.
Okay? So, I hold a lot of them and I I'm pretty comfortable.
这个频道对 $MSFT 的历次判断
Adam Khoo 在这只股票上只有这一条判断。