Parkev Tatevosian, CFA 对 $MSFT 的判断变化

2026-09-02看涨
Is it Too Late to Buy Microsoft Stock? | MSFT Stock Analysis
微软是一家高质量的“名人堂”级企业,长期买入价值良好,但当前价格限制了进一步加仓。

微软已启动一项重大新举措,将6000名工程师直接派驻到客户现场,以交付可衡量的业务成果。此外,管理团队强调,其Azour AI业务在短短3个多月内新增了500亿美元的积压订单。

Microsoft has launched a major new initiative embedding 6,000 engineers directly with customers to deliver measurable business outcomes. Additionally, the management team highlighted that its Azour AI business added $50 billion in backlog in just over 3 months.

但这一切是否使微软股票成为买入机会?在整个颠覆性的人工智能技术繁荣期间,微软持续实现营收增长。在最近结束的季度中,其营收增长接近20%。多年来,其营收已从2017年的大约750亿美元增长至最近12个月期间的超过3320亿美元。

But does all of this make Microsoft stock a buying opportunity? Throughout this disruptive AI technological boom, Microsoft has delivered continued revenue growth. In the most recently completed quarter, its revenue growth approached 20%. Over the many years, its revenue has grown from roughly $75 billion in 2017 to over 332 billion in the most recent trailing 12-month period.