$Microsoft(MSFT)$ 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。

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