Microsoft Corporation (NASDAQ:MSFT) ranks among the best hot AI stocks to buy right now. On September 18, Microsoft Corporation (NASDAQ:MSFT) announced plans to expand its spending in Wisconsin to over $7 billion by constructing a second major artificial intelligence data center. The new $4 billion project will complement a $3.3 billion data center that was unveiled last year in Mount Pleasant, in the state’s southeast. Pixabay/Public Domain Microsoft Corporation (NASDAQ:MSFT) claims that the location w ...

Microsoft Corporation (NASDAQ:MSFT) ranks among the best fundamental stocks to buy right now. Despite its recent decline, Evercore ISI analysts maintained their Outperform rating and $625 target price for Microsoft Corporation (NASDAQ:MSFT) on September 8. The analysts believes the stock is still well-positioned for long-term growth. Asif Islam / Shutterstock.com Citing discussions with investors and Microsoft’s investor relations team, Evercore analysts stated, “On a fundamental basis, we don’t see muc ...

公司市场地位 - 苹果和微软分别为全球市值第二大和第三大公司 苹果股价下跌3.17% 微软股价上涨0.35%[1] - 两家公司长期竞争市值榜首位置 但人工智能领域发展受阻 英伟达借此成为市值第一[2] 苹果业务表现 - iPhone贡献超过50%营收 但设备销售增长已进入平台期[5] - 服务业务虽快速增长 但本质是现有生态延伸 未带来突破性创新[5] - 过去12个月净销售额4090亿美元 同比增长6% 净利润从1020亿美元降至990亿美元[7] - 股价年涨幅约9% 市盈率36倍 显著高于标普500平均30倍水平[8] 微软业务表现 - 2025财年（截至6月30日）营收2820亿美元 年增15% 净利润1020亿美元 增长16%[11] - 深度整合AI至Windows OS和Microsoft Office等传统产品[9] - 与OpenAI的合作关系存在局限性 已开始将OpenAI视为竞争对手并加强自主AI研发[10] - 股价年涨幅22% 市盈率36倍与苹果持平[12] 人工智能布局 - 苹果在全生态部署AI 包括增强版Siri、AI图像搜索和Genmoji工具 但未能刺激设备升级周期[6] - 即将推出的iPhone 17采用更薄设计、更大内存和更长续航 但AI功能未显著推动增长[6] - 微软Azure云平台对运行AI模型至关重要 但搜索引擎Bing未能有效挑战Google[10] - 微软从Alphabet等公司招募AI人才以加强内部能力[10] 投资价值比较 - 两家公司AI表现均未达市场预期 且估值水平相近[13] - 微软在营收和利润增长方面表现更优 成为关键差异化因素[13] - 当前环境下微软被认为是更合适的投资选择[13]