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$BTC
緊急:「Microsoft」與重力挑戰。輕鬆成長的時代結束了嗎?
Microsoft股今日($MSFT$)下跌幅度擴大至12%,預計將創近6年來最大單日跌幅。
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為什麼現在會發生這種事?
其主要原因是(Cloud Growth)雲端產業成長放緩,
但深度告訴我們更深的資訊。
市場開始為一個新的「事實」定價:
大量投入人工智慧基礎建設開始壓縮利潤,成長不再像華爾街預期的那麼容易。
當我們看到這麼大型的企業在單一交易日內損失12%的價值時,我們正面臨整個科技產業的全面「重估」......
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