MSFT本周收于524，接近52周高点；在这一水平，它需要在5天内交出一份出色的财报电话会才能继续走高，这是可能的，但若回调，很可能回测约470的200日均线。其1200至1800美元的Xbox掌机很可能在硬件上亏钱。
逐段跳播
在过去两年将头把交椅输给 Nvidia 和 Microsoft 之后
after losing the top spot to Nvidia and Microsoft over the past two years
接下来看 Microsoft。该股本周开盘在530，本周股价下跌了约1%。本周收于524，不过你仍然离52周高点不远。
Moving on to Microsoft. The stock started the week at 530, and shares have fallen by about one percent this week. It finished the week at 524, although you are still not far from the 52-week high.
此时公司正在调整其 Xbox 计划。他们有一款掌上设备，以及一项在2027年和2028年假日季推出下一代 Xbox 的计划。现在，令人震惊的部分来了。这款设备的价格预计在1200美元到1800美元之间。
我认为他们在观察 Apple 对手机定价的做法，并对自己说：“我们可以提高这些设备的价格。”但问题是：由于这些设备将产生的硬件成本，Microsoft 可能不会从中赚到任何钱。
他们会在之后通过软件来弥补，这就是为什么一些分析师说这可能难以接受，尤其是该公司在 Xbox 方面已经面临财务困难，现在他们还要把它作为一款产品来吸引客户，而且是亏本销售。我们拭目以待这是否是正确的策略。
This comes as the company is revamping its plans for Xbox. They have a handheld device and a plan for a next-generation Xbox for the holiday season in 2027 and 2028. Now, here's the shocking part.
The price of this device is expected to range between $1200 and $1800. I think they are watching what Apple is doing with its phone prices and saying to themselves, " We can raise the prices of these devices."
But here's the thing: because of the hardware costs these things will incur, Microsoft probably won't make any money from them. They will make up for it later when it comes to software, which is why some analysts say it may be hard to accept, especially since the company is already struggling financially with regard to the Xbox, and now they will offer it as a product to attract customers at a loss. We'll see if that's the right strategy.
现在，我们谈过的那家与“Anthropic”有关的公司。他们与总部位于英国的 Endscale 公司签署了一项重大协议。Microsoft 又做成了那笔交易。这些纸面上的交易在图形处理器通电、资金开始流动之前毫无价值，而唯一在快速推进这件事的公司。
再说一次，我们稍后会谈到他们，但 Endscale 似乎在英国难以获得电力，我不清楚那边发生了什么。我认为这与美国这里发生的情况没有太大不同，尽管其中一些欧洲公司可能面临更大压力，因为 Endscale 计划中的 IPO 似乎笼罩着一些不确定性。
Now, the company we talked about regarding "Anthropic". They have signed a major deal with UK-based company Endscale. Microsoft makes that deal again. These deals on paper are worthless until the graphics processing units are powered on and the money starts flowing, and the only company doing that at a rapid pace.
Again, we'll talk about them in a moment, but it seems that Endscale has had difficulty securing power in the UK, and I'm not aware of what's happening there. I do n't think it's much different from what's happening here in the United States, although some of these European companies may be under more pressure, as the planned IPO of Endscale seems to be surrounded by some uncertainty.
Microsoft 也将在5天内公布财报。与 Meta 类似，你现在处于高位。所以，要让这只股票继续走高，我告诉你，他们需要一场出色的财报电话会议。这是可能的。但如果出现回调，很可能会重新测试470水平附近的200日移动均线。
Microsoft will also announce its earnings within 5 days. Similar to Meta, you are now at high levels. So, for this stock to go any higher, let me tell you, they need to make a great earnings call .
This is possible. But if a pullback occurs, it is likely to retest the 200-day moving average here at the 470 level.
观察点
这个频道对 $MSFT 的历次判断
The Investor Channel 在这只股票上共 6 条判断，这里只列相邻的几条。