炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ （来源：中新经纬） 【微软与SpaceX星链合作以扩大全球连接】据美国消费者新闻与商业频道(CNBC)报道，微软周二宣 布，与SpaceX旗下的星链卫星互联网服务达成合作，扩大全球网络覆盖范围。微软首席可持续发展官 表示，通过与星链的合作，微软将低地球轨道卫星连接能力与社区化部署模式、本地生态合作体系相结 合。(中新经纬APP) ...

Core Insights - The discussion centers around the performance and outlook of major tech companies, particularly Nvidia, Tesla, and the so-called "Magnificent Seven" (Mag-7) stocks, which include Apple, Microsoft, Meta, Google, Amazon, and Nvidia. The sentiment is cautious, with a focus on the potential for volatility in the market and the importance of strategic investment decisions. Group 1: Nvidia and Market Sentiment - Nvidia's upcoming earnings report is anticipated with uncertainty, as past earnings have not consistently led to stock price increases despite strong performance [4][5][20] - The speaker has reduced their Nvidia position, citing a lack of confidence in the stock's ability to maintain upward momentum post-earnings [6][22] - The overall market sentiment indicates that while 60% of S&P 500 stocks are outperforming the index, the Mag-7 stocks have seen pullbacks, suggesting a potential shift in market dynamics [7] Group 2: Analysis of Major Tech Companies - Apple is viewed as having the best risk-reward profile in the market, with expectations of steady returns through buybacks, although it may not double in value [8][60] - Microsoft is compared to Exxon in terms of forward P/E ratios, with a preference for holding Microsoft due to its growth potential [8][13] - Meta is seen as a strong contender in the AI space, with a recommendation to buy if the stock price falls below $620 [9] Group 3: Memory and Semiconductor Sector - The memory market is experiencing significant price increases, with prices for SanDisk memory cards reportedly doubling over the last 90 days due to supply constraints [25][29] - The speaker believes that the memory bottleneck will persist, contrary to some analysts who predict an expiration date for this issue [26] - Companies like Seagate, Western Digital, and Micron are highlighted as potential investment opportunities within the memory sector [27][29] Group 4: Energy Sector Insights - The energy sector has shown strong performance, with a 23% increase year-to-date, and specific companies like Devon Energy and Schlumberger are recommended for their solid fundamentals [30][32] - The speaker emphasizes the importance of dividends and low debt in selecting energy stocks, with MPLX highlighted for its attractive yield [33] Group 5: Investment Strategy and Tools - The use of analytical tools like TrendSpider and Seeking Alpha is emphasized for making informed investment decisions, particularly in volatile markets [34][36] - The speaker advocates for a buy-and-hold strategy, focusing on a limited number of stocks to manage effectively [56][86] - The importance of having cash reserves for potential market dips is also noted, allowing for strategic buying opportunities [72][74]

据最新一期《自然》杂志发表的研究显示，美国微软公司在玻璃数据存储技术领域取得重要突破，首次 实现在普通硼硅玻璃上长期稳定存储数据。这一进展使利用低成本、易获取的日常玻璃器皿（如耐热炊 具）作为超长期存储介质成为可能。 论文合著者、微软合伙研究经理理查德·布莱克指出，该成果解决了迈向商业化的一项关键障碍——存 储介质的成本和可用性，同时实现了并行高速写入及长期稳定性验证。 玻璃存储技术的主要应用场景并非日常计算设备，而是面向需要永久或超长期保存数据的档案管理领 域，例如文化遗产、科学资料、法律文书等数字资产的归档。此前，微软已提出利用类似技术在挪威全 球音乐库中永久保存音乐作品的构想。 同期，其他研究机构在替代性长期存储技术上也取得进展。例如，有团队开发出基于DNA的数据存储 方案，能在特定条件下将海量信息保存数万年，展现了生物介质在超高密度存储方面的潜力。这些技术 共同指向一个方向：为人类不断增长的数字遗产寻找能够跨越千年的可靠存储载体。 【总编辑圈点】 硼硅玻璃是我们生活中的"老朋友"了，很多奶瓶、茶杯和饭盒用的就是它。科研团队把这种玻璃变成了 超级硬盘，一小块玻璃就能存200部高清电影，而且里面的数据能保 ...

Microsoft on Tuesday unveiled a partnership with SpaceX’s Starlink to expand internet connectivity around the world – signaling its openness to working with Elon Musk’s companies despite the exec’s feud with OpenAI, with which Microsoft has a strategic partnership.The world’s richest person has been engaged in a heated legal battle with OpenAI co-founder Sam Altman – demanding $134 billion from both Microsoft and OpenAI and saying he deserves the “wrongful gains” reaped from his early support of the start-u ...

美股三大指数集体收涨，纳指涨1.04%，标普500指数涨0.77%，道指涨0.76%。半导体板块领涨，AMD 收涨逾8%，英特尔涨近6%，台积电涨超4%。大型科技股多数上涨，特斯拉、奈飞、苹果涨超2%，微 软、亚马逊涨逾1%，英伟达、Meta小幅上涨；谷歌小幅下跌。 来源：市场资讯 （来源：科创100ETF基金） ...

Microsoft's stock selloff is approaching a critical crossroads unseen in over 10 years - MarketWatch## Tech Stocks# Microsoft's stock selloff is approaching a critical crossroads unseen in over 10 years## Microsoft's stock is nearing its 200-week moving average, which has historically provided support for a comeback rallyPublished: Feb. 24, 2026 at 3:50 p.m. ETShareResizeShares of Microsoft are less than 3% above their 200-week moving average, which has provided key technical support in the past. Photo: AFP ...

If we take a step back, Microsoft still looks like a long-term winner. The multi-year chart tells a story of steady gains, powered by cloud leadership and the AI wave. That run firmly positioned it as a mega-cap anchor in tech portfolios. But zoom into the past year, and the story appears to look different.Its Azure cloud platform supports businesses worldwide, while Microsoft 365 keeps offices, schools, and teams connected. The company also operates in developer tools, enterprise software, and gaming. Over ...

有着"债券之王"称号的著名投资者比尔·格罗斯周二表示，一部分"精英"股票正面临困境，市场参与者 应该满足于从其他股票中获得的较小涨幅。 格罗斯在周二的一篇X帖子中，将甲骨文、微软和IBM列为正在被"迅速淘汰"的队伍中的一部分。 "也许这并非一场单败淘汰赛，但感觉上很像，"这位品浩的联合创始人写道。"我正在避开它们。" 格罗斯表示，交易员们应该"满足于个位数的回报"，并提到了Western Midstream Partners、威瑞森通讯 和AT&T。 责任编辑：张俊 SF065 有着"债券之王"称号的著名投资者比尔·格罗斯周二表示，一部分"精英"股票正面临困境，市场参与者 应该满足于从其他股票中获得的较小涨幅。 格罗斯在周二的一篇X帖子中，将甲骨文、微软和IBM列为正在被"迅速淘汰"的队伍中的一部分。 "也许这并非一场单败淘汰赛，但感觉上很像，"这位品浩的联合创始人写道。"我正在避开它们。" 格罗斯表示，交易员们应该"满足于个位数的回报"，并提到了Western Midstream Partners、威瑞森通讯 和AT&T。 责任编辑：张俊 SF065 ...

Key Takeaways There are some similarities but also key differences between the Nifty 50 & Mag 7.Mag 7 stocks currently trade at a slim premium to the S&P 500 Index.Leaders like MSFT have transformed into GARP plays. What were the Nifty 50?The “Nifty 50” was a group of 50 of the most followed, large-cap stocks on the NYSE that flourished in the 1920s and early 1970s. The group of stocks included well-known, popular companies such as Walmart (WMT), Polaroid, Xerox (XRX), and Coca-Cola (KO). During the early 1 ...

Core Insights - Cursor announced updates to its AI coding agents to enhance competitiveness against rivals like Anthropic, OpenAI, and Microsoft [1] - The company's valuation has reached $29.3 billion, with annualized revenue surpassing $1 billion [2] Company Developments - Cursor's updated agents are designed to improve user capabilities and efficiency in coding tasks [2] - The agents can test their own changes and document their work through various formats such as videos, logs, and screenshots [4] - Users can access the agents via multiple platforms, including web, desktop app, mobile devices, Slack, and GitHub [4] Industry Trends - AI agents have gained significant popularity, particularly among software developers, due to advancements in model capabilities [3] - The ability of agents to run in parallel on cloud-based virtual machines allows for higher throughput, enabling users to manage multiple tasks simultaneously [5][6]