The Investor Channel 对 $MSFT 的判断变化

2026-09-25看涨
《META MUSE | Amazon Robots | TESLA Roadster Recap Show》
MSFT 股价将继续上涨,近期目标价为 560 美元。

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.

2026-09-11看涨
《$3000 iPhone !!!! | OpenAI Cuts $200 Plan! | Meta MUSE POPS!》
MSFT 守住 500 的支撑位非常看涨,有望延续涨势至下一次财报以及 AI 变现。

接下来看 Microsoft,本周报 492,但股价稳步攀升,本周上涨近 1%,至 496。Microsoft 也出席了这次 Goldman Sachs 会议,他们计划到 2032 年将其数据中心容量增加两倍,达到超过 38 吉瓦。这较目前的 12 吉瓦有所提升。

Moving on to Microsoft s the week at 492, but shares steady climb up almost 1% this week at 496. Microsoft was also at this Goldman Sachs conference and they are planning to triple its data center capacity to more than 38 gawatts by 2032. That's up from 12 gawatt currently.

该公司仍计划保持正现金流,不管那意味着什么。考虑到即便 10 亿美元的自由现金流对一家 3.6 万亿美元的公司来说也是正的。那当然不算多。不过他们仍在坚持这一点。

The company is still planning to stay cash flow positive, whatever that means. Given the fact that, you know, even a billion dollars of free cash flow is positive on a $3.6 trillion company.

That's certainly not a lot. Although they are still committing to that.

2026-09-04
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2026-08-21看涨
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