MSFT 股价将继续上涨，近期目标价为 560 美元。
逐段跳播
现在我们来看微软。对微软来说这是忙碌的一周。其股价本周开盘报 493，随后上涨 4.5%，其中包括今天超过 3.5% 的涨幅，本周收于 316。抱歉，不是 316。不是 Stone Cold。我们说的是微软的 516。
Now we move on to Microsoft. It has been a busy week for Microsoft. Its shares started the week at 493 , then rose 4.5%, including more than 3.5% today, and closed the week at 316.
Sorry, not 316. Not Stone Cold. We are talking about the 516 for Microsoft.
这与该公司推出我所称的企业版 Muse 同时发生。该公司在 Copilot 方面并没有放慢脚步。他们更新了 Copilot，而据我所见——这不是我个人使用过的产品，但我一直在努力从足够多使用它的人那里获取反馈——无论你所在的公司的组织是否拥有使用它的许可，也许你的工作要求你必须使用它，欢迎在下方评论区分享你对 Copilot 的看法，我想更多地了解他们正在取得的进展。
微软的程序完美吗？大概不完美。是否总有一些缺陷？通常如此。但我喜欢这个程序的一点，也是我看到的演示，是它是多媒体的。这是一个好得多的 Copilot 版本，我想我们在上周那一集里谈过这一点，以及他们如何努力在大型公司一次性购买大量许可时以更低的价格向其提供。
This comes in conjunction with the company's launch of what I call the enterprise version of Muse . The company is not slowing down with regard to Copilot. They have updated Copilot , and from what I've seen—and this isn't a product I've personally used, but I'm trying to get feedback from enough people who use it—whether you work for a company or organization that has a license to use it, and perhaps its use is required of you in your work, feel free to share your opinion on Copilot in the comments below, and I'd like to know more about the developments they're making .
Are Microsoft programs perfect? Probably not. Are there always some flaws? usually. But what I like about this program, and I saw a demonstration of it , is that it is multimedia.
It's a much better version of Copilot, and I think we talked about that in last week's episode , and how they're working on making it available to large companies at a lower price when they buy a large number of licenses at once.
很明显，微软在专业用户领域扮演着角色，如果不是在企业层面，那肯定也是在大型企业层面。我认为他们做得不错。现在，他们的电子游戏部门仍在挣扎，Xbox 裁减了约 268 个岗位，Activision 接管了热门游戏 Halo 的开发。
我认为如果电子游戏市场的评级上升，他们会想要拆分该部门并将其出售给另一家公司。
It is clear that Microsoft plays a role in the professional user sector , if not at the corporate level, then certainly at the enterprise level. I think they are doing a good job.
Now, their video game division is still struggling, with Xbox cutting around 268 jobs and Activision taking over development of the popular video game Halo. I think if the video game market ratings rise, they will want to break up that sector and sell it to another company.
有传言称这个客户可能是微软。该公司可能正期待这一合资项目成功推出。它的算力需求很可能已经远远超过其当前产能。
Rumors suggest that this client may be Microsoft. The company may be expecting a successful launch for this joint venture. It probably already has computing demands that far exceed its current capacity.
微软当然有自己的云，但希望今年从资本支出的角度保持正向现金流。实现这一点的一种方式是，与其自己建造数据中心，不如让 SpaceX 代表其股东承担这项任务，并以租赁场地的方式取代自己建造。
Microsoft of course has its own cloud, but wants to maintain a positive cash flow this year from a capital expenditure perspective. One way to achieve this is, instead of building the data center yourself, to let SpaceX take on this task on behalf of its shareholders, and to lease the site instead of building it yourself.
但这些消息是否足以像我们本周在 Meta 乃至微软身上看到的那样推动股价？
But will it be enough news to move the stock price as we saw with Meta and even Microsoft this week?
微软，天哪，多么惊人的上涨！如你所知，该股在财报公布后大幅上涨，从资本支出的角度来看存在积极动能，也许没有华尔街预期的那么明显。随后股价突然波动。它在约 500 到 520 或 510 之间波动。
然后我们看到小幅上涨。我们在微软身上经历过这种情况，但它被拒绝了。不过，在极度乐观的情绪下，与 Meta 类似，我们预计上涨将继续。许多人会在短期内设定 560 美元的目标价。
Microsoft, oh my God, what a fantastic upward move! As you know, the stock rose significantly after the earnings announcement, and there was positive momentum from a capital spending perspective, perhaps less pronounced than Wall Street had anticipated.
Then the price suddenly fluctuated. It fluctuated between approximately 500 and 520 or 510. Then we saw a slight increase. We've been through this before with Microsoft, but it was rejected.
But with extreme optimism, and similar to Meta, we expect the rise to continue. Many will set a price target of $560 in the near term.
这个频道对 $MSFT 的历次判断
The Investor Channel 在这只股票上共 4 条判断，这里只列相邻的几条。