$MSFT · The Compound · 2026-10-27
MSFT 跻身说话者最喜爱的 12 只股票（他的“Dirty Dozen”）之列，凭借的是图表不断抬高低点、抬高高点；不过他提到盈利风险，因为 MSFT 明天将公布财报。
逐段跳播
是的，我们明天收盘后会拿到 Microsoft 和 Alphabet 的财报，但 Amazon 的财报要到周四才出，而这才是我想要重点关注的，因为……
Yeah, we'll get the Microsoft and Alphabet reports tomorrow after the close, but we'll get the Amazon report on Thursday, and that's what I want to focus on because ...
但我想让你看的是 Amazon、Alphabet 和 Microsoft 之间的对比。Amazon 用浅蓝色表示。它现在的市盈率，按过去十二个月计算，是 16.6 倍。Microsoft 是 20.9，Alphabet 是 21.6。
所以，在全球最大的三家云计算公司中，这是投资者支付的倍数最低的一个，而且差距明显。
But what I want you to look at is the comparison between Amazon, Alphabet, and Microsoft. Amazon is represented in light blue. It is now selling at a price-to-earnings ratio, over the past twelve months , of 16.6 times.
Microsoft's score is 20.9, and Alphabet's is 21.6. So, among the three largest cloud computing companies in the world, this is the lowest multiple paid by investors by a significant margin.
这是 Microsoft，信不信由你，它在我列出的市场最佳股票名单上，低点不断抬高，高点也不断抬高，而且根据我跟你讲过的所有那些、以及我们评估的内容，Microsoft 排在前 12 只股票之列。
这是我钟爱股票“十二只”中的一只，再说一次，他们明天公布财报，所以当然存在财报风险。
Here's Microsoft, believe it or not, it's on the list of the best stocks in the market, higher lows, higher highs, and for all the things I've told you about and that we evaluate, Microsoft is in the top 12 stocks.
This is part of my " dozen" of favorite stocks , and again, they report earnings tomorrow, so of course there are earnings risks.
这个频道对 $MSFT 的历次判断
The Compound 在这只股票上共 5 条判断，这里只列相邻的几条。