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Luther Woolf

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2025-05-02

$Microsoft(MSFT)$ 微软现在运营的生意真是不错。商业软件的portfolio不断丰富；与客户的核心业务流程绑定，粘性极强；Satya的视野，从本地到上云，再到现在的Cloud+AI, 紧跟技术变革。就是估值从来没便宜过，没买到太多。

2025-02-21

$Microsoft(MSFT)$ 基于Xbox训练的生成式AI，在无人机等无人武器的应用会非常有前途。训练场景丰富很便于成熟。量子芯片的计算力对人类进步会贡献巨大。股票成长性看见。初步预估会有50%的上涨空间

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