MSFT看多逻辑：突破500后价格持续上行，目标562-566。
逐段跳播
Microsoft 还在继续上涨，Nvidia 也是。在我看来，人们没有在关注 Microsoft。所以当它突破 500 的时候，我们判断它会涨到 565。我相当确定我把这个写进了某一封每日摘要邮件里。
Microsoft is continuing to go and so is Nvidia. People are not paying attention to Microsoft in my opinion. So when this was at like when this broke out of 500, we had a call that this was going to go to 565.
I actually I'm pretty sure I put it in one of the daily digest emails.
SpaceX 过去几天表现非常出色。这实际上是数据中心的行情，坦率地说，要理解它就得把它和 Microsoft 放在一起看。两者都是数据中心。
SpaceX has done phenomenally the last few days. It's really data center move and it's moving with Microsoft frankly is the way to think about it. Both of them as data centers.
Microsoft 我仍然认为会涨到 566、562 美元左右。在突破 500 之后，它正在往那个方向走。过去一周它几乎每天都在涨。这些标的还有空间。
Microsoft I still think is going to 566 562-ish dollars. It's on its way to that after breaking out through 500. It's been up like every day the last week. And there's still room in these.
顺便说一句，就主要推动大型科技股的因素而言，Microsoft 上涨了 38%。没人在谈论它。Bin，自财报以来 Microsoft 就不一样了。我记得，因为你谈到了 Amy Hood，以及她说的他们不打算去做的事。
By the way, in terms of what has primarily carried the mega caps, Microsoft's up 38%. No one's talking about it. Microsoft hasn't been the same, Bin since earnings. I remember cuz you talked about Amy Hood and and and what she said they weren't going to go.
Microsoft 还守在 14。哇。
Microsoft still holding on to 14. Wow.
暂无中文转述，仅英文原句可核对。
Dell, Palunteer, Crowd, Microsoft, PaloAlto Networks.
好。再说一次，Microsoft、Crowd Strike，随便什么软件股。
Okay. Again, Microsoft, Crowd Strike, whatever software athletes.
所以现在如果你是从 Nvidia 采购，也就是说你是一家非常有钱的公司，比如 Openi 或 Anthropic，或者你能拿到大量融资，或者你是 Microsoft、Amazon、Google，你能在基础设施上花上数百亿甚至上千亿美元。你就能享受抵扣资本品的好处，随你怎么算。
So now if you're buying from Nvidia, so you're a really rich company like an Openi or Anthropic or you're able to get a lot of financing or you're Microsoft or your Amazon or your Google and you could go spend tens to hundreds of billions of dollars on infrastructure.
You get the benefit of offsetting capital goods however you want.
这个频道对 $MSFT 的历次判断
Meet Kevin 在这只股票上共 9 条判断，这里只列相邻的几条。