$英偉達 (NVDA.US)$ $600減點倉鎖定些利潤
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$蘋果 (AAPL.US)$ 今天降旗紀念喬布斯12年今天
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$微軟 (MSFT.US)$在AI技術上Google我也認爲是最好，但是在大企業級和政府級產品變現上，MSFT還是一直佔着優勢，沒辦法她有Word和Azure兩個Cash Cow啊。現在把AI套現到這兩個產品上，大企業和政府就要交更多錢了，這個switch cost還是很高的，護城河就在這裏。
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KevinZhang3
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ID:
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該用戶很懶，暫未添加個人簡介
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