---
type: "Topics"
locale: "zh-CN"
url: "https://longbridge.com/zh-CN/topics/42194450.md"
description: "$微软(MSFT.US)慢慢买点，与其国内存着不如多少转点买入等待 ai 时代软件爆发的到来…"
datetime: "2026-06-25T13:44:24.000Z"
locales:
  - [en](https://longbridge.com/en/topics/42194450.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/42194450.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/42194450.md)
author: "[价格低了再买](https://longbridge.com/zh-CN/profiles/13176655.md)"
---

# $微软(MSFT.US)慢慢买点，与其国内存着不如多少转点买入等待 ai 时代软件爆发的到来……


### 相关股票

- [MSFT.US](https://longbridge.com/zh-CN/quote/MSFT.US.md)
- [MSFL.US](https://longbridge.com/zh-CN/quote/MSFL.US.md)
- [MSFO.US](https://longbridge.com/zh-CN/quote/MSFO.US.md)
- [MSFD.US](https://longbridge.com/zh-CN/quote/MSFD.US.md)
- [MSFU.US](https://longbridge.com/zh-CN/quote/MSFU.US.md)
- [MSFX.US](https://longbridge.com/zh-CN/quote/MSFX.US.md)
- [MSFY.US](https://longbridge.com/zh-CN/quote/MSFY.US.md)

## 评论 (1)

- **花街狼 · 2026-06-25T13:58:01.000Z**: 资本开支担忧 + 云增速放缓 +copilot 变现不及预期 + 商业模式被 AI 颠覆疑虑（最核心）+ 遭股东集体诉讼 + 软件板块被压制
