<p>对于一些全球领先的科技股来说，这一年充满挑战。虽然一些股票表现良好，尤其是那些销售内存和存储产品的公司，但许多其他股票却面临困境。</p>
<p>在 &#34;七大巨头 &#34;中，有几家科技巨头表现特别不佳，分别是 <strong>Microsoft</strong>( MSFT 1.21%) 和 <strong>Meta Platforms</strong>( META +2.50%)。由于投资者转向其他科技公司，它们的股价均下跌了两位数。但这两家公司最近仍然取得了出色的业绩，可能仍然能为投资者提供很多机会。下半年哪一只股票更值得购买？</p>
<p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84Nzc0OTgvcGVyc29uLXRoaW5raW5nLXdoaWxlLXVzaW5nLWEtdGFibGV0LmpwZyZ3PTM4NDA?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" original-src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84Nzc0OTgvcGVyc29uLXRoaW5raW5nLXdoaWxlLXVzaW5nLWEtdGFibGV0LmpwZyZ3PTM4NDA"/></p>
<p>图片来源：Getty Images。</p>
<h2>支持微软的理由</h2>
<p>截至六月底，微软的股价下跌了惊人的 23%，成为 七大巨头 中表现最差的股票。这对当前的股东来说是个坏消息，但对于想要购买该股票的人来说，这可能是一个引人注目的机会。</p>
<p>这是因为微软仍然是一家顶尖的科技公司。其 Windows 操作系统和 Office 软件在全球各地的企业中都是必不可少的。人工智能（AI）和聊天机器人不太可能使它们过时。事实上，AI 应该会增强其产品，使其更有用。但由于对 AI 的恐慌，市场将微软与许多其他软件股票一起抛售。</p>
<p>展开</p>
<p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vYXJ0L2NvbXBhbnlsb2dvcy9tYXJrL01TRlQucG5nJnc9MTI4?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="微软股票报价" original-src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vYXJ0L2NvbXBhbnlsb2dvcy9tYXJrL01TRlQucG5nJnc9MTI4"/></p>
<h2>NASDAQ: MSFT</h2>
<p>微软</p>
<p>今日变动</p>
<p>(-1.21%) $-4.71</p>
<p>当前价格</p>
<p>$385.78</p>
<h3>关键数据点</h3>
<p>市值</p>
<p>$2.9T 市值仅计算已上市的流通股，不包括未上市、私有或双重股权的非交易股份。隐含市值可能有所不同。市值仅计算已上市的流通股，不包括未上市、私有或双重股权的非交易股份。隐含市值可能有所不同。</p>
<p>日内区间</p>
<p>$381.26 - $389.04</p>
<p>52 周区间</p>
<p>$349.20 - $555.45</p>
<p>成交量</p>
<p>807.7K</p>
<p>平均成交量</p>
<p>39.8M</p>
<p>毛利率</p>
<p>68.31%</p>
<p>股息收益率</p>
<p>0.91%</p>
<p>该公司的 AI 业务在最近一个季度增长了 123%，整体业务增长了 18%。这些都是出色的数字，微软的许多产品和服务都实现了两位数的增长。作为一家拥有多元化商业模式的顶尖科技股，考虑到其 吸引人的估值，微软的上涨空间很大；其市盈率为 23 倍，低于 <strong>标准普尔 500</strong> 的 25 倍平均水平。</p>
<h2>支持 Meta Platforms 的理由</h2>
<p>社交媒体巨头 Meta Platforms 在人工智能方面进行了大量投资，但这并不足以阻止其在今年出现大幅下滑。截至年中，其股价下跌了 15%。</p>
<p>Meta 拥有许多顶尖的 社交媒体应用，包括 Facebook 和 Instagram。该公司希望通过 AI 为其业务带来更多机会，Meta AI 现在已在其应用中可用。该公司推出了付费 AI 计划，可能会为其已经强劲的业务带来更多收入增长。在今年前三个月实现 33% 的收入增长后，Meta 的应用程序仍然是营销人员和广告商接触目标市场的有吸引力的选择。</p>
<p>展开</p>
<p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vYXJ0L2NvbXBhbnlsb2dvcy9tYXJrL01FVEEucG5nJnc9MTI4?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="Meta Platforms 股票报价" original-src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vYXJ0L2NvbXBhbnlsb2dvcy9tYXJrL01FVEEucG5nJnc9MTI4"/></p>
<h2>NASDAQ: META</h2>
<p>Meta Platforms</p>
<p>今日变动</p>
<p>(2.50%) $14.58</p>
<p>当前价格</p>
<p>$597.48</p>
<h3>关键数据点</h3>
<p>市值</p>
<p>$1.5T 市值仅计算已上市的流通股，不包括未上市、私有或双重股权的非交易股份。隐含市值可能有所不同。市值仅计算已上市的流通股，不包括未上市、私有或双重股权的非交易股份。隐含市值可能有所不同。</p>
<p>日内区间</p>
<p>$581.79 - $598.16</p>
<p>52 周区间</p>
<p>$520.26 - $796.25</p>
<p>成交量</p>
<p>486K</p>
<p>平均成交量</p>
<p>17.2M</p>
<p>毛利率</p>
<p>81.94%</p>
<p>股息收益率</p>
<p>0.36%</p>
<p>该公司的强劲利润使其能够在元宇宙和人工智能方面进行大量投资，可能在长期内释放更多增长潜力。以 21 倍的市盈率计算，该股票比微软更便宜。</p>
<h2>目前哪只股票看起来更好？</h2>
<p>尽管价格稍贵，但微软的股票在长期内可能为投资者带来更好的回报。其软件对企业至关重要，这一点在短期内不太可能改变。人工智能可能更多地被视为其运营的机会，而非威胁。相比之下，Meta 面临更多不确定性，因为社交媒体受到越来越多的关注，以及它对儿童造成的危害。它在追逐最新趋势（如当前的人工智能）时的激进支出倾向也是我对该股票持谨慎态度的原因。</p>
<p>微软似乎是一个更安全、更可靠的长期投资选择。它何时开始反弹只是时间问题，但考虑到其降低的估值，这绝对是一只具有巨大上涨潜力的股票。</p>

微软

MSFO

<p>这篇文章将微软和 Meta Platforms 作为 2026 年下半年的潜在投资进行了比较。两只股票都大幅下跌，但由于微软的核心商业软件和相对较低的市盈率，普遍被视为更安全的长期投资。虽然 Meta 提供了更便宜的市盈率和由人工智能整合到社交媒体中推动的强劲收入增长，但它面临着更高的不确定性，包括监管审查和在元宇宙等趋势上的激进支出。作者总结认为，微软在风险较小的情况下，展现出更好的上涨潜力</p>

<p>It's been a challenging year for some of the world's leading tech stocks. While some stocks have thrived, namely those that are involved in selling memory and storage products, many others have struggled.</p>
<div class="lb-trans"><p>对于一些全球领先的科技股来说，这一年充满挑战。虽然一些股票表现良好，尤其是那些销售内存和存储产品的公司，但许多其他股票却面临困境。</p>
</div><p>A couple of tech giants within the &#34;Magnificent Seven&#34; that have been doing particularly poorly are <strong>Microsoft</strong>( MSFT 1.21%) and <strong>Meta Platforms</strong>( META +2.50%). They're both down double digits as investors have been pivoting to other names in tech instead. But with both of these businesses still generating terrific results recently, they may still have a lot to offer investors. Which one is the better buy for the second half?</p>
<div class="lb-trans"><p>在 &#34;七大巨头 &#34;中，有几家科技巨头表现特别不佳，分别是 <strong>Microsoft</strong>( MSFT 1.21%) 和 <strong>Meta Platforms</strong>( META +2.50%)。由于投资者转向其他科技公司，它们的股价均下跌了两位数。但这两家公司最近仍然取得了出色的业绩，可能仍然能为投资者提供很多机会。下半年哪一只股票更值得购买？</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84Nzc0OTgvcGVyc29uLXRoaW5raW5nLXdoaWxlLXVzaW5nLWEtdGFibGV0LmpwZyZ3PTM4NDA" alt="Person thinking while using a tablet." original-src="https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F877498%2Fperson-thinking-while-using-a-tablet.jpg&amp;w=3840&amp;op=resize"/></p>
<p>Image source: Getty Images.</p>
<div class="lb-trans"><p>图片来源：Getty Images。</p>
</div><h2>The case for Microsoft</h2>
<div class="lb-trans"><h2>支持微软的理由</h2>
</div><p>As of the end of June, Microsoft's stock was down an incredible 23%, making it the worst-performing stock in the Magnificent Seven. That's bad for current shareholders, but for people looking to buy the stock, it could make for an intriguing opportunity.</p>
<div class="lb-trans"><p>截至六月底，微软的股价下跌了惊人的 23%，成为 七大巨头 中表现最差的股票。这对当前的股东来说是个坏消息，但对于想要购买该股票的人来说，这可能是一个引人注目的机会。</p>
</div><p>That's because Microsoft remains a top tech company. Its Windows operating system and Office software are staples in businesses all over the world. Artificial intelligence (AI) and chatbots aren't likely to make them obsolete. In fact, AI should enhance its products and make them more useful. But amid the panic due to AI fears, the market has dumped Microsoft along with many other software stocks.</p>
<div class="lb-trans"><p>这是因为微软仍然是一家顶尖的科技公司。其 Windows 操作系统和 Office 软件在全球各地的企业中都是必不可少的。人工智能（AI）和聊天机器人不太可能使它们过时。事实上，AI 应该会增强其产品，使其更有用。但由于对 AI 的恐慌，市场将微软与许多其他软件股票一起抛售。</p>
</div><p>Expand</p>
<div class="lb-trans"><p>展开</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vYXJ0L2NvbXBhbnlsb2dvcy9tYXJrL01TRlQucG5nJnc9MTI4" alt="Microsoft Stock Quote" original-src="https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Fart%2Fcompanylogos%2Fmark%2FMSFT.png&amp;w=128&amp;op=resize"/></p>
<h2>NASDAQ: MSFT</h2>
<div class="lb-trans"><h2>NASDAQ: MSFT</h2>
</div><p>Microsoft</p>
<div class="lb-trans"><p>微软</p>
</div><p>Today's Change</p>
<div class="lb-trans"><p>今日变动</p>
</div><p>(-1.21%) $-4.71</p>
<div class="lb-trans"><p>(-1.21%) $-4.71</p>
</div><p>Current Price</p>
<div class="lb-trans"><p>当前价格</p>
</div><p>$385.78</p>
<div class="lb-trans"><p>$385.78</p>
</div><h3>Key Data Points</h3>
<div class="lb-trans"><h3>关键数据点</h3>
</div><p>Market Cap</p>
<div class="lb-trans"><p>市值</p>
</div><p>$2.9TMarket cap calculated using publicly traded shares outstanding only. Does not include unlisted, private, or dual-class non-traded shares. Implied market cap may vary.Market cap calculated using publicly traded shares outstanding only. Does not include unlisted, private, or dual-class non-traded shares. Implied market cap may vary.</p>
<div class="lb-trans"><p>$2.9T 市值仅计算已上市的流通股，不包括未上市、私有或双重股权的非交易股份。隐含市值可能有所不同。市值仅计算已上市的流通股，不包括未上市、私有或双重股权的非交易股份。隐含市值可能有所不同。</p>
</div><p>Day's Range</p>
<div class="lb-trans"><p>日内区间</p>
</div><p>$381.26 - $389.04</p>
<div class="lb-trans"><p>$381.26 - $389.04</p>
</div><p>52wk Range</p>
<div class="lb-trans"><p>52 周区间</p>
</div><p>$349.20 - $555.45</p>
<div class="lb-trans"><p>$349.20 - $555.45</p>
</div><p>Volume</p>
<div class="lb-trans"><p>成交量</p>
</div><p>807.7K</p>
<div class="lb-trans"><p>807.7K</p>
</div><p>Avg Vol</p>
<div class="lb-trans"><p>平均成交量</p>
</div><p>39.8M</p>
<div class="lb-trans"><p>39.8M</p>
</div><p>Gross Margin</p>
<div class="lb-trans"><p>毛利率</p>
</div><p>68.31%</p>
<div class="lb-trans"><p>68.31%</p>
</div><p>Dividend Yield</p>
<div class="lb-trans"><p>股息收益率</p>
</div><p>0.91%</p>
<div class="lb-trans"><p>0.91%</p>
</div><p>The company's AI business grew at a rate of 123% in its most recent quarter, and the overall business generated 18% growth. Those are terrific numbers, with many of Microsoft's products and services delivering double-digit growth. For a top tech stock with a varied business model, Microsoft has a lot of upside given its attractive valuation; it trades at 23 times its trailing earnings, which is less than the <strong>S&amp;P 500</strong> average of 25.</p>
<div class="lb-trans"><p>该公司的 AI 业务在最近一个季度增长了 123%，整体业务增长了 18%。这些都是出色的数字，微软的许多产品和服务都实现了两位数的增长。作为一家拥有多元化商业模式的顶尖科技股，考虑到其 吸引人的估值，微软的上涨空间很大；其市盈率为 23 倍，低于 <strong>标准普尔 500</strong> 的 25 倍平均水平。</p>
</div><h2>The case for Meta Platforms</h2>
<div class="lb-trans"><h2>支持 Meta Platforms 的理由</h2>
</div><p>Social media giant Meta Platforms has been investing heavily in AI, but that hasn't been enough to stop it from going on a sizable downturn this year. At the halfway point of the year, it was down 15%.</p>
<div class="lb-trans"><p>社交媒体巨头 Meta Platforms 在人工智能方面进行了大量投资，但这并不足以阻止其在今年出现大幅下滑。截至年中，其股价下跌了 15%。</p>
</div><p>Meta has many top social media applications in its portfolio, including Facebook and Instagram. And the company is looking to AI to drive even more opportunities for its business, with Meta AI now being available in its apps. The company has rolled out paid AI plans for its applications, which may drive more revenue growth for its already strong business. With 33% revenue growth during the first three months of the year, Meta is doing well as its apps continue to be attractive options for marketers and advertisers to reach their target markets.</p>
<div class="lb-trans"><p>Meta 拥有许多顶尖的 社交媒体应用，包括 Facebook 和 Instagram。该公司希望通过 AI 为其业务带来更多机会，Meta AI 现在已在其应用中可用。该公司推出了付费 AI 计划，可能会为其已经强劲的业务带来更多收入增长。在今年前三个月实现 33% 的收入增长后，Meta 的应用程序仍然是营销人员和广告商接触目标市场的有吸引力的选择。</p>
</div><p>Expand</p>
<div class="lb-trans"><p>展开</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vYXJ0L2NvbXBhbnlsb2dvcy9tYXJrL01FVEEucG5nJnc9MTI4" alt="Meta Platforms Stock Quote" original-src="https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Fart%2Fcompanylogos%2Fmark%2FMETA.png&amp;w=128&amp;op=resize"/></p>
<h2>NASDAQ: META</h2>
<div class="lb-trans"><h2>NASDAQ: META</h2>
</div><p>Meta Platforms</p>
<div class="lb-trans"><p>Meta Platforms</p>
</div><p>Today's Change</p>
<div class="lb-trans"><p>今日变动</p>
</div><p>(2.50%) $14.58</p>
<div class="lb-trans"><p>(2.50%) $14.58</p>
</div><p>Current Price</p>
<div class="lb-trans"><p>当前价格</p>
</div><p>$597.48</p>
<div class="lb-trans"><p>$597.48</p>
</div><h3>Key Data Points</h3>
<div class="lb-trans"><h3>关键数据点</h3>
</div><p>Market Cap</p>
<div class="lb-trans"><p>市值</p>
</div><p>$1.5TMarket cap calculated using publicly traded shares outstanding only. Does not include unlisted, private, or dual-class non-traded shares. Implied market cap may vary.Market cap calculated using publicly traded shares outstanding only. Does not include unlisted, private, or dual-class non-traded shares. Implied market cap may vary.</p>
<div class="lb-trans"><p>$1.5T 市值仅计算已上市的流通股，不包括未上市、私有或双重股权的非交易股份。隐含市值可能有所不同。市值仅计算已上市的流通股，不包括未上市、私有或双重股权的非交易股份。隐含市值可能有所不同。</p>
</div><p>Day's Range</p>
<div class="lb-trans"><p>日内区间</p>
</div><p>$581.79 - $598.16</p>
<div class="lb-trans"><p>$581.79 - $598.16</p>
</div><p>52wk Range</p>
<div class="lb-trans"><p>52 周区间</p>
</div><p>$520.26 - $796.25</p>
<div class="lb-trans"><p>$520.26 - $796.25</p>
</div><p>Volume</p>
<div class="lb-trans"><p>成交量</p>
</div><p>486K</p>
<div class="lb-trans"><p>486K</p>
</div><p>Avg Vol</p>
<div class="lb-trans"><p>平均成交量</p>
</div><p>17.2M</p>
<div class="lb-trans"><p>17.2M</p>
</div><p>Gross Margin</p>
<div class="lb-trans"><p>毛利率</p>
</div><p>81.94%</p>
<div class="lb-trans"><p>81.94%</p>
</div><p>Dividend Yield</p>
<div class="lb-trans"><p>股息收益率</p>
</div><p>0.36%</p>
<div class="lb-trans"><p>0.36%</p>
</div><p>The company's strong profits enable it to spend heavily on the metaverse and AI, potentially unlocking more growth in the long run. At a price-to-earnings multiple of 21, the stock is an even cheaper option than Microsoft.</p>
<div class="lb-trans"><p>该公司的强劲利润使其能够在元宇宙和人工智能方面进行大量投资，可能在长期内释放更多增长潜力。以 21 倍的市盈率计算，该股票比微软更便宜。</p>
</div><h2>Which stock looks better right now?</h2>
<div class="lb-trans"><h2>目前哪只股票看起来更好？</h2>
</div><p>Although it's a bit more expensive, Microsoft's stock may generate better returns for investors in the long run. Its software is crucial for businesses, and that isn't likely to change anytime soon. AI may prove to be more of an opportunity than a threat to its operations. Meta, meanwhile, faces a bit more uncertainty given the increased spotlight on social media and the harms it poses to children. Its tendency to spend aggressively as it chases the latest trends (as is the case now with AI) is also why I'd tread a bit more cautiously with the stock.</p>
<div class="lb-trans"><p>尽管价格稍贵，但微软的股票在长期内可能为投资者带来更好的回报。其软件对企业至关重要，这一点在短期内不太可能改变。人工智能可能更多地被视为其运营的机会，而非威胁。相比之下，Meta 面临更多不确定性，因为社交媒体受到越来越多的关注，以及它对儿童造成的危害。它在追逐最新趋势（如当前的人工智能）时的激进支出倾向也是我对该股票持谨慎态度的原因。</p>
</div><p>Microsoft looks to be the safer, more reliable investment to consider when looking at the long run. It may just be a matter of when it starts to rally, but this is definitely a stock with a lot of potential upside given its reduced valuation.</p>
<div class="lb-trans"><p>微软似乎是一个更安全、更可靠的长期投资选择。它何时开始反弹只是时间问题，但考虑到其降低的估值，这绝对是一只具有巨大上涨潜力的股票。</p>
</div>

Microsoft vs. Meta Platforms: What's the Better "Magnificent Seven" Stock to Buy for the Second Half of 2026?

- 今年，一些知名科技股表现不佳，微软和 Meta 股票均大幅下跌。  
- 微软 AI 业务增长 123%，整体业务增长 18%，市盈率相对较低。  
- 虽然 Meta 营收增长 33%，面临社交媒体争议，更高的不确定性使得微软更具投资吸引力。

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微软与 Meta Platforms：哪个是 2026 年下半年更值得购买的 “七大杰出” 股票？