金评天下 | A股也能搭上“微软快车”

金融投资报
Aug 04, 2025

4万亿美元市值是什么概念?按最新汇率计算,就是约28.80万亿元人民币,基本上是上交所2300家上市公司总市值的一半。这个4万亿美元仅仅是英伟达一家公司的总市值,现在候选进入4万亿美元市值豪门的可能是微软,上周其市值在盘中一度突破4万亿美元。笔者一直很好奇一个事情:为什么全球市值的皇冠上会有微软的身影?英伟达还好理解,毕竟人工智能的行业景气度在那儿摆着,毕竟高端GPU一片难求的事实在那儿摆着。微软...

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