--- 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