Meet Kevin 对 $MSFT 的判断变化

频道资料 →本频道有 4 位标注的说话人:Adam Jonas、Goldman Sachs、Mark Mahaney、Wells Fargo共 3 条
2026-09-12看涨
《Elon Musk's SpaceX: THIS Interview Left me SPEECHLESS》
MSFT计划将AI算力从2 GW扩展至32 GW,这标志着其对AI的态度从保守转向看多。

我把这次采访拿来和 Satya Nadella 对照。我也持有 Microsoft 的敞口,但 Satya 一直是那种会说“看,就算我们对 Open AI 的投资归零,也没关系,我们不会有事的”的人。

这在我看来说明他在人工智能方面也想保持一点保守。

I put this interview up against Satya Nadella. So, I also have exposure to Microsoft, but Satya has been the kind of guy that's like, "Look, if our investments to Open AI go to zero, it's fine.

We we'll be okay." Which to me suggests he's also wanting to be a little conservative when it comes to artificial intelligence.

2026-09-07看涨
《The $320 Million Dollar Liquid Bitcoin Hack | Explained.》
用户应采用微软GitHub的AI安全功能,这将增加订阅收入;同时指出所有权可能带来的潜在偏见。

我的看法是,微软的GitHub通过收购以及其AI安全功能,人们应该开启这些功能并向微软支付更多订阅费用,尽管我持有一些微软股票,所以这可能有些偏见。

the way I look at this is you know Microsoft's GitHub you know through acquisition and the AI security features over there people should be turning those on and paying Microsoft some more subscription dollars although I own some Microsoft stock so maybe that is biased

2026-09-01看涨
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