Parkev Tatevosian, CFA 对 $MSFT 的判断变化

2026-09-15
《Better Buy: Palantir Stock vs. Microsoft Stock | PLTR Stock vs. MSFT Stock》
MSFT 是一只高质量的“名人堂”级股票,估值指标处于合理至低估水平,但对于新增资金配置而言,其上行空间不及 PLTR。

Palanteer 创造的营收只占 Microsoft 整体营收的极小一部分,但已经实现了利润率,取决于你看的是哪个指标,比 Microsoft 还要好。

Palanteer is generating a tiny fraction of the overall revenues that Microsoft is generating, but is already earning a profit margin, depending on the metric you look at, better than Microsoft.

这是否意味着,在当前市场价格下,Palunteer 的股票比 Microsoft 的股票是更好的买入机会?Microsoft 在过去 12 个月期间创造了 3320 亿美元的营收。

Palunteer 只占其中极小极小的一部分,为 61.56 亿美元。

Does that make Palunteer stock a better buying opportunity than Microsoft stock at current market prices? Microsoft generated $332 billion in revenue over the trailing 12-month period.

Palunteer a tiny tiny fraction of that at 6.156 billion.

2026-09-04看涨
《Should Investors Buy Microsoft Stock Instead of Apple Stock? | MSFT Stock vs. AAPL Stock》
相比苹果,微软更受青睐,因其估值更具吸引力;DCF公允价值为451美元,而当前股价为511美元。

苹果和微软对人工智能热潮采取了截然不同的策略。微软已投入数千亿美元建设数据中心,并投资于OpenAI等具有战略重要性的公司。

Apple and Microsoft have taken radically different approaches to the artificial intelligence boom . Microsoft has invested hundreds of billions of dollars in building data centers and investing in strategically important companies such as OpenAI.

那么,鉴于这两种截然不同的AI热潮应对方式,目前哪一家公司的股票更值得买入呢?在过去十年中,苹果和微软在增加收入方面都做得非常出色。

So, given these two very different approaches to the AI boom, which of these two companies is the better stock to buy right now? Over the past decade, Apple and Microsoft have done an excellent job of increasing revenue.

2026-09-02看涨
订阅或试用后可见这一步的正文
更早的 1 条正文需要订阅
最近 2 条的正文公开可读。更早的条目保留日期与方向,正文随订阅解锁。
订阅 · 30 天完整试用