Rich Habits 对 $MSFT 的判断变化

频道资料 →本频道有 4 位标注的说话人：Andy Jassy、Deutsche Bank analyst、Wall Street、Wall Street favorites.com / 'We both'共 2 条

2026-09-15看涨

《When Should I Take Profits From Investments as a High Earner?》

这些就是我的 Nvidia、我的 Microsoft、我的 AMD、我的 Tesla、我的 Amazon，诸如此类。我不打算卖出这些股票。我长期、非常非常长期地看好这些公司。

That's my Nvidias, my Microsofts, my AMDs, my Teslas, my Amazons, all that stuff. I don't plan to sell those shares. I believe in those companies for a very, very long time.

看原视频01:52

2026-07-31看涨

《Situational Awareness' Collapse, Big Tech Earnings & The Fed》

MSFT通过收入增长超过成本和Azure加速证明了AI论点；说话者持有并买入更多。

你看看微软、Meta 和亚马逊，它们正在进口数百亿美元的半导体设备、电信设备等。但微软刚刚公布了 900 亿美元的季度营收。其云业务年化营收刚刚达到 1000 亿美元。

You go look at Microsoft and Meta and Amazon. They're importing hundreds of billions of dollars of semiconductor equipment and telecom equipment and things of that nature. But Microsoft just posted $90 billion in quarterly revenue.

Their cloud business just hit a hundred billion in annualized revenue.

看原视频07:27