$MSFT · Schwab Network · 2026-11-09
AI 摘要 · Schwab Network
微软估值非常有利，同时增长与之相匹配，与亚马逊、苹果并列；据此说话者将其视为长期持仓，正在提高其组合权重，并称其为成长型组合的核心。
看涨他说的是几年内
《Smothers: Volatility "Price of Admission" for Stock Market, Still Bullish on NVDA》
Schwab Network发布 2026-11-09 · 3 段内容
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我还提到了 Microsoft、Amazon 和 Apple，并把 Nvidia 与基本消费品作了对比。
I also mentioned Microsoft, Amazon, and Apple , and talked about Nvidia in comparison to basic consumer goods.
Amazon、Apple 和 Microsoft——这些公司目前的估值非常有利，而且它们的增长与这些估值相匹配。
Amazon, Apple, and Microsoft – these names are currently trading at very favorable valuations , and they are growing to match those valuations.
这就是为什么我们认为它们是长期投资，并且正在提高它们在投资组合中的权重。它是我们成长型投资组合的核心。
That is why we believe they are a long- term investment and we are increasing their weight in our portfolios. It is the core of our growth portfolio.
这个频道对 $MSFT 的历次判断
Schwab Network 在这只股票上共 27 条判断，这里只列相邻的几条。