一字断刀魂
2026.01.26 18:41

$Microsoft(MSFT.US)Microsoft has entered a valuation digestion phase after the last quarter's earnings report, with the pre-earnings pullback being more of a technical de-risking move. Historically, the probability of a post-earnings rally after fundamental validation is high. This time, the upgrade of its self-developed AI chip Maia serves as an additional marginal catalyst. If Q4 guidance confirms improvements in Azure AI demand and computing efficiency, there is room for stock price repricing.

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