Day 2 – My Investment Diary: #MyInvestmentDiary
Added to my position in Microsoft today.
The main reason is continued optimism about the long-term development of AI. Microsoft's advantages in the AI field are quite obvious. On one hand, it has the Azure cloud platform as computing power and infrastructure; on the other hand, it is deeply involved in the AI ecosystem and continuously integrates AI capabilities into Office and various enterprise products. This platform-type advantage is hard to replicate in the short term. AI is more like a long-term technological revolution, not a short-term trend. Microsoft has a high probability of becoming a long-term beneficiary.
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