What TradingKey 美股財經 said in this video:
- Otherneutrallong-termThe enterprise AI market is rapidly moving toward a multi-model era where different tasks suit different models, and companies need a system to automatically select models; this means the platform controlling the office entry, enterprise data, and underlying compute can steadily charge tolls regardless of which single model wins.Source
- MSFTneutrallong-termAfter a nearly 40% single-quarter surge, Microsoft's valuation has returned to a reasonable range; the safety cushion is thinner and it is not wildly overvalued. Further upside depends on whether the shift of its office software from per-seat subscriptions to seat fees plus AI usage-based pricing can accelerate revenue, whether usage of its AI agent service spreads from heavy users to ordinary employees, and whether the multi-model platform can defend margins; the investment logic has shifted from waiting for sentiment to improve to scrutinizing actual earnings delivery.Source