<p>對於一些全球領先的科技股來説，這一年充滿挑戰。雖然一些股票表現良好，尤其是那些銷售內存和存儲產品的公司，但許多其他股票卻面臨困境。</p>
<p>在 &#34;七大巨頭 &#34;中，有幾家科技巨頭表現特別不佳，分別是 <strong>Microsoft</strong>( MSFT 1.21%) 和 <strong>Meta Platforms</strong>( META +2.50%)。由於投資者轉向其他科技公司，它們的股價均下跌了兩位數。但這兩家公司最近仍然取得了出色的業績，可能仍然能為投資者提供很多機會。下半年哪一隻股票更值得購買？</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>圖片來源：Getty Images。</p>
<h2>支持微軟的理由</h2>
<p>截至六月底，微軟的股價下跌了驚人的 23%，成為 七大巨頭 中表現最差的股票。這對當前的股東來説是個壞消息，但對於想要購買該股票的人來説，這可能是一個引人注目的機會。</p>
<p>這是因為微軟仍然是一家頂尖的科技公司。其 Windows 操作系統和 Office 軟件在全球各地的企業中都是必不可少的。人工智能（AI）和聊天機器人不太可能使它們過時。事實上，AI 應該會增強其產品，使其更有用。但由於對 AI 的恐慌，市場將微軟與許多其他軟件股票一起拋售。</p>
<p>展開</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="微軟股票報價" original-src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vYXJ0L2NvbXBhbnlsb2dvcy9tYXJrL01TRlQucG5nJnc9MTI4"/></p>
<h2>NASDAQ: MSFT</h2>
<p>微軟</p>
<p>今日變動</p>
<p>(-1.21%) $-4.71</p>
<p>當前價格</p>
<p>$385.78</p>
<h3>關鍵數據點</h3>
<p>市值</p>
<p>$2.9T 市值僅計算已上市的流通股，不包括未上市、私有或雙重股權的非交易股份。隱含市值可能有所不同。市值僅計算已上市的流通股，不包括未上市、私有或雙重股權的非交易股份。隱含市值可能有所不同。</p>
<p>日內區間</p>
<p>$381.26 - $389.04</p>
<p>52 周區間</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>該公司的 AI 業務在最近一個季度增長了 123%，整體業務增長了 18%。這些都是出色的數字，微軟的許多產品和服務都實現了兩位數的增長。作為一家擁有多元化商業模式的頂尖科技股，考慮到其 吸引人的估值，微軟的上漲空間很大；其市盈率為 23 倍，低於 <strong>標準普爾 500</strong> 的 25 倍平均水平。</p>
<h2>支持 Meta Platforms 的理由</h2>
<p>社交媒體巨頭 Meta Platforms 在人工智能方面進行了大量投資，但這並不足以阻止其在今年出現大幅下滑。截至年中，其股價下跌了 15%。</p>
<p>Meta 擁有許多頂尖的 社交媒體應用，包括 Facebook 和 Instagram。該公司希望通過 AI 為其業務帶來更多機會，Meta AI 現在已在其應用中可用。該公司推出了付費 AI 計劃，可能會為其已經強勁的業務帶來更多收入增長。在今年前三個月實現 33% 的收入增長後，Meta 的應用程序仍然是營銷人員和廣告商接觸目標市場的有吸引力的選擇。</p>
<p>展開</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 股票報價" original-src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vYXJ0L2NvbXBhbnlsb2dvcy9tYXJrL01FVEEucG5nJnc9MTI4"/></p>
<h2>NASDAQ: META</h2>
<p>Meta Platforms</p>
<p>今日變動</p>
<p>(2.50%) $14.58</p>
<p>當前價格</p>
<p>$597.48</p>
<h3>關鍵數據點</h3>
<p>市值</p>
<p>$1.5T 市值僅計算已上市的流通股，不包括未上市、私有或雙重股權的非交易股份。隱含市值可能有所不同。市值僅計算已上市的流通股，不包括未上市、私有或雙重股權的非交易股份。隱含市值可能有所不同。</p>
<p>日內區間</p>
<p>$581.79 - $598.16</p>
<p>52 周區間</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>該公司的強勁利潤使其能夠在元宇宙和人工智能方面進行大量投資，可能在長期內釋放更多增長潛力。以 21 倍的市盈率計算，該股票比微軟更便宜。</p>
<h2>目前哪隻股票看起來更好？</h2>
<p>儘管價格稍貴，但微軟的股票在長期內可能為投資者帶來更好的回報。其軟件對企業至關重要，這一點在短期內不太可能改變。人工智能可能更多地被視為其運營的機會，而非威脅。相比之下，Meta 面臨更多不確定性，因為社交媒體受到越來越多的關注，以及它對兒童造成的危害。它在追逐最新趨勢（如當前的人工智能）時的激進支出傾向也是我對該股票持謹慎態度的原因。</p>
<p>微軟似乎是一個更安全、更可靠的長期投資選擇。它何時開始反彈只是時間問題，但考慮到其降低的估值，這絕對是一隻具有巨大上漲潛力的股票。</p>

微軟

MSFO

<p>這篇文章將微軟和 Meta Platforms 作為 2026 年下半年的潛在投資進行了比較。兩隻股票都大幅下跌，但由於微軟的核心商業軟件和相對較低的市盈率，普遍被視為更安全的長期投資。雖然 Meta 提供了更便宜的市盈率和由人工智能整合到社交媒體中推動的強勁收入增長，但它面臨着更高的不確定性，包括監管審查和在元宇宙等趨勢上的激進支出。作者總結認為，微軟在風險較小的情況下，展現出更好的上漲潛力</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>對於一些全球領先的科技股來説，這一年充滿挑戰。雖然一些股票表現良好，尤其是那些銷售內存和存儲產品的公司，但許多其他股票卻面臨困境。</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;七大巨頭 &#34;中，有幾家科技巨頭表現特別不佳，分別是 <strong>Microsoft</strong>( MSFT 1.21%) 和 <strong>Meta Platforms</strong>( META +2.50%)。由於投資者轉向其他科技公司，它們的股價均下跌了兩位數。但這兩家公司最近仍然取得了出色的業績，可能仍然能為投資者提供很多機會。下半年哪一隻股票更值得購買？</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>圖片來源：Getty Images。</p>
</div><h2>The case for Microsoft</h2>
<div class="lb-trans"><h2>支持微軟的理由</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，微軟的股價下跌了驚人的 23%，成為 七大巨頭 中表現最差的股票。這對當前的股東來説是個壞消息，但對於想要購買該股票的人來説，這可能是一個引人注目的機會。</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>這是因為微軟仍然是一家頂尖的科技公司。其 Windows 操作系統和 Office 軟件在全球各地的企業中都是必不可少的。人工智能（AI）和聊天機器人不太可能使它們過時。事實上，AI 應該會增強其產品，使其更有用。但由於對 AI 的恐慌，市場將微軟與許多其他軟件股票一起拋售。</p>
</div><p>Expand</p>
<div class="lb-trans"><p>展開</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>微軟</p>
</div><p>Today's Change</p>
<div class="lb-trans"><p>今日變動</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>當前價格</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>關鍵數據點</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 市值僅計算已上市的流通股，不包括未上市、私有或雙重股權的非交易股份。隱含市值可能有所不同。市值僅計算已上市的流通股，不包括未上市、私有或雙重股權的非交易股份。隱含市值可能有所不同。</p>
</div><p>Day's Range</p>
<div class="lb-trans"><p>日內區間</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 周區間</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>該公司的 AI 業務在最近一個季度增長了 123%，整體業務增長了 18%。這些都是出色的數字，微軟的許多產品和服務都實現了兩位數的增長。作為一家擁有多元化商業模式的頂尖科技股，考慮到其 吸引人的估值，微軟的上漲空間很大；其市盈率為 23 倍，低於 <strong>標準普爾 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>社交媒體巨頭 Meta Platforms 在人工智能方面進行了大量投資，但這並不足以阻止其在今年出現大幅下滑。截至年中，其股價下跌了 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 擁有許多頂尖的 社交媒體應用，包括 Facebook 和 Instagram。該公司希望通過 AI 為其業務帶來更多機會，Meta AI 現在已在其應用中可用。該公司推出了付費 AI 計劃，可能會為其已經強勁的業務帶來更多收入增長。在今年前三個月實現 33% 的收入增長後，Meta 的應用程序仍然是營銷人員和廣告商接觸目標市場的有吸引力的選擇。</p>
</div><p>Expand</p>
<div class="lb-trans"><p>展開</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>今日變動</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>當前價格</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>關鍵數據點</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 市值僅計算已上市的流通股，不包括未上市、私有或雙重股權的非交易股份。隱含市值可能有所不同。市值僅計算已上市的流通股，不包括未上市、私有或雙重股權的非交易股份。隱含市值可能有所不同。</p>
</div><p>Day's Range</p>
<div class="lb-trans"><p>日內區間</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 周區間</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>該公司的強勁利潤使其能夠在元宇宙和人工智能方面進行大量投資，可能在長期內釋放更多增長潛力。以 21 倍的市盈率計算，該股票比微軟更便宜。</p>
</div><h2>Which stock looks better right now?</h2>
<div class="lb-trans"><h2>目前哪隻股票看起來更好？</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>儘管價格稍貴，但微軟的股票在長期內可能為投資者帶來更好的回報。其軟件對企業至關重要，這一點在短期內不太可能改變。人工智能可能更多地被視為其運營的機會，而非威脅。相比之下，Meta 面臨更多不確定性，因為社交媒體受到越來越多的關注，以及它對兒童造成的危害。它在追逐最新趨勢（如當前的人工智能）時的激進支出傾向也是我對該股票持謹慎態度的原因。</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>微軟似乎是一個更安全、更可靠的長期投資選擇。它何時開始反彈只是時間問題，但考慮到其降低的估值，這絕對是一隻具有巨大上漲潛力的股票。</p>
</div>

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

- 今年，一些知名科技股表現不佳，微軟和 Meta 股票均大幅下跌。  
- 微軟 AI 業務增長 123%，整體業務增長 18%，市盈率相對較低。  
- 雖然 Meta 營收增長 33%，面臨社交媒體爭議，更高的不確定性使得微軟更具投資吸引力。

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微軟與 Meta Platforms：哪個是 2026 年下半年更值得購買的 “七大傑出” 股票？