Schwab Network发布 2026-10-01
《NVDA, MU, INTC & Other Names Ivan Feinseth Sees Leading Generational Tech Cycle》
$MSFT看涨
对微软在AI基础设施方面的努力（Azure、Copilot）依然印象深刻。
我仍然对 Microsoft 印象深刻，以及它在面向“Azure”和“Copilot”的人工智能基础设施领域所做的一切。
I am still impressed with Microsoft and what it is doing in the field of artificial intelligence infrastructure for "Azure" and " Copilot".
在你看来，这更多是关于像 Microsoft 以及一些大型云计算公司正在追赶，而不是半导体板块（SOX）表现不佳吗？
And was that in your mind more about companies like Microsoft and some of the big cloud computing companies catching up, rather than the poor performance of the semiconductor sector (SOX)?