I opened $Microsoft(MSFT)$  ,

I made an additional investment in Microsoft (MSFT) based on its strong position in AI-powered cloud, productivity, and business solutions. Stifel reaffirmed the stock as a “Buy” on March 7, even with a reduced price target of $475, citing robust performance. Microsoft’s expected $25–30 billion incremental capex for fiscal 2026 aligns with Azure’s 30% growth rate, bolstering its fundamentals. With a rapidly emerging genAI cycle and solid revenue prospects, investor sentiment and focused capex reinforce my conviction in Microsoft’s long-term potential.

MSFT
03-11 22:55
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# 掘金交易单:你关注了哪些厉害的“宝藏投资者”?

免责声明:上述内容仅代表发帖人个人观点,不构成本平台的任何投资建议。

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