$ 微軟.US這週四盤後的財報很重要。但與其說對微軟重要，倒不如說是對整個行業重要。作為 AI 數據中心業務的大買家，他的需求會指引整個 AI 芯片行業的業績，他雲服務的收益將指引 AI 芯片行業的發展，而 Copilot 的業務情況，將直接影響 AI 熱潮何時將進入下個階段。AI 只是回調，泡沫尚未來到。
$ 英伟达.US
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