MSFT的Azure表现强劲,具备上行至600-700美元的潜力。
逐段跳播
这意味着,像 Nvidia、AMD、Microsoft、Alphabet 和 Amazon 这样的公司,还有我们讨论过的 Palantir 以及网络安全公司。我是说,现在在技术方面正处于一个黄金时代,而且30年来美国第一次在技术领域领先于中国。
What this means is that companies like Nvidia, AMD, Microsoft, Alphabet , and Amazon, and we've talked about names like Palantir and cybersecurity companies . I mean, this is now a golden age in terms of technology, and also for the first time in 30 years the United States is ahead of China in the field of technology.
这些是我认为人们应该记下来的名字。Nvidia、Microsoft、Palantir、Apple、CrowdStrike。
These are the names I think people should write down. Nvidia, Microsoft, Palantir, Apple, CrowdStrike.
然后我们来看 Microsoft。在机构建设方面,这一切都属于他们的势力范围,其中 Azure 的业绩非常强劲。这是一只可能达到600美元、甚至700美元价格的股票。这仅仅是指芯片和云服务提供商。
Then we move on to Microsoft. All of this falls within their sphere of influence in terms of institution-building, where Azur's results have been very strong. It is a stock that could reach a price of six hundred or perhaps seven hundred dollars.
This simply refers to chips and cloud service providers.
这个频道对 $MSFT 的历次判断
Schwab Network 在这只股票上共 12 条判断,这里只列相邻的几条。