MSFT 是企业级 AI 应用领域更受青睐的“可信卖家”，已被上调至买入评级，目标价 665 美元，技术面显示其有望突破并创出新高。
逐段跳播
我们来看一下微软的股价走势图，自6月25日创下52周低点以来，该股已上涨50%。很明显，我们已经实现了强劲反弹。正如我们之前提到的，这些正是许多技术分析师，比如Jay Woods，一直在关注的价位。
Let's focus on Microsoft's stock charts, which have risen 50% since their 52- week low on June 25. It's clear we've made a strong comeback. These are the levels that many technical analysts, such as Jay Woods, have been watching, as we mentioned.
在有关人工智能放缓的一些担忧上，该公司一直被视为“房间里那个理智的人”。至少，这是我当时听到的说法。我们目前上涨1.7%，而且它今早获得了一次评级上调。
The company has been considered the "sensible person in the room" regarding some concerns about the slowdown of artificial intelligence. At least, that's the dialogue I was hearing.
We are currently trading 1.7% higher, and it received an upgrade this morning.
企业对人工智能的担忧可能会推动微软股价进一步走高。
Corporate fears about artificial intelligence may push Microsoft to soar higher.
得益于这份报告，微软股价已经上涨了约1.75%。首先，这份报告将评级从“持有”上调至“买入”，并设定了665美元的新目标价。我们目前的交易价格为526.35美元。
Microsoft's stock has already risen by about 1.75% thanks to this report. First, the report upgraded the recommendation from "hold" to "buy". With a new target price set at $665. We are currently trading at $526.35 .
Mali认为，担心人工智能安全和治理风险的企业买家正在转向最可靠的供应商或最负责任的运营商。Mali说，微软就是他们所称的“负责任、理智的那一个”。当人工智能担忧成为现实、真正需要花钱的时候，他们就是这样看待市场对微软的看法的。
Mali believes that corporate buyers concerned about AI security and governance risks are turning to the most reliable supplier or the most responsible operator. Mali says that Microsoft is the one they call "the responsible sensible one".
This is how they see the market's view of Microsoft when AI fears materialize and the time for actual spending arrives.
他们说，随着有关人工智能对人类危险的讨论增多，企业将开始寻找这些成熟、值得信赖、有可靠业绩记录的公司。他们认为微软在这方面处于最有利的位置。
They say that as talk about the dangers of artificial intelligence to humanity increases, companies will start looking for these established, trusted companies with a proven track record.
They believe that Microsoft is in the best position here.
他们说，人工智能的发展态势将帮助微软利用强劲的定价趋势，同时还能从Azure服务产能的增加中获益。
They say that AI dynamics will help Microsoft capitalize on strong pricing trends while also making gains from increased capacity in Azure services.
因此，这份报告似乎表明，微软可能是这些大公司中可能的赢家。第四季度，Azure的收入增长了43%。剩余商业履约承诺增长84%，达到6780亿美元，他们说这一订单积压量确实与Milius的设想相符，即买家会认同“可信赖卖家”这一前提。
Therefore, this report seems to suggest that Microsoft may be the likely winner among those big names. For the fourth quarter, Azure's revenue grew by 43%. Remaining commercial performance commitments rose 84% to $678 billion, and they say this backlog of orders really fits with Milius' vision of buyers settling on the "trusted seller" premise.
我们经常谈论人工智能担忧和企业焦虑，但Milius今天采取了一个大胆的立场：这种焦虑持续得越久，这些公司就越会去寻找一个值得信赖、经过验证的名字，而Milius认为这个名字就是微软。
So, we talk a lot about AI concerns and corporate anxiety, but Milius is taking a bold stance today that the more this anxiety persists, the more these companies will search for a trusted and proven name, and Milius believes that name is Microsoft.
是的，有意思的是，如果你还记得，就在几周前人工智能放缓的讨论刚开始时，我提出了一份类似行为准则草案的东西，这也挺有意思。所以，是的，这是一份有趣的报告，市场反应也不错，这一点我们看得很清楚。
正如我提到的，技术分析师也在关注这一点，将其视为从这些价位可能出现的突破。在这个价位上，这显然吸引了大量关注。
Yes, and interestingly, if you recall just a few weeks ago when the talk about AI slowing down began, I came out with some sort of draft code of conduct, which was also interesting.
So, yes, an interesting note and a good reaction that we can clearly see. As I mentioned, technicians are also watching this as a potential breakout from these levels. This is clearly something that attracts a lot of people's attention at this level.
是的，过去一个月里这一直是停滞不前的点位。在最近两个交易日里，它们显示出正在这一峰值水平附近，大约524一线，发力上攻、准备起飞的迹象。
Yes, that has been the point of stagnation for the past month . They have shown signs in the last two trading sessions that they are pushing at this peak level around 524 to rise and take off.
它们出现了所谓的“内包线”，这是一个窄幅盘整的时刻，向下突破可能是负面的，但向上突破则可能带来我们所说的、朝着550点历史高点方向的潜在突破。
They had what is known as an " inner candle," which is a tight consolidation moment, and a move down could have been negative, but a move up could have led to what we call a potential breakout towards its all-time highs at 550.
所以，我认为它可能很快就会触及550。在联邦公开市场委员会会议之前，这无疑是一笔高风险的交易，纳斯达克正在缓慢向历史高点回落，但尽管如此，看看它们目前表现得多好。所以，我喜欢短线操作这个想法。
So, that's where I can see it hitting 550 very quickly. It's certainly a high-risk deal ahead of the Federal Open Market Committee meeting with the Nasdaq slowly retreating towards its all-time highs , but still, look how well they're doing at the moment . So, I like the idea of short-term hacking.
我在关注10月16日到期、执行价为535、价格在575或更低的期权。
I am looking at the execution price of 535 for October 16 at 575 or lower.
现在，风险非常高。大约会在75%左右。我认为这很容易就会逼近150%甚至更高。当然，如果有一个更短的时间窗口，让它能够达到自身在550的上行区间。
Now, the risk is very high. It will be around 75%. I think this could easily knock on the door of 150% or more. Of course, if there were a shorter timeframe in which it could reach its own uptrend range at 550.
所以，Microsoft确实很有潜力。别忘了，它是华尔街散户投资者的宠儿。如果他们能保持这一势头，如果他们能不断吸筹并连续多日创下历史新高，我们可能会在短期内看到非常快速的上涨轨迹。
So, Microsoft has really good potential. Let's not forget that it's a favorite among retail investors on Wall Street. If they can maintain this momentum, and if they can accumulate and achieve record highs for consecutive days, we could see a very rapid upward trajectory in the near term.
这个频道对 $MSFT 的历次判断
Schwab Network 在这只股票上共 10 条判断，这里只列相邻的几条。