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微軟成美股市值一哥,蘋果還能重返巔峰嗎?

1月12日,微軟升1%報388.47美元,市值2.89萬億美元,創歷史新高,超越蘋果(2.87萬億美元),成為全球市值最高的上市公司。這是微軟自2021年以來首次收盤市值高於蘋果。受生成式AI需求推動,微軟股價在去年飆升58%,今年截至目前上升3.3%。本周蘋果官網罕見大降價,V Show More
1月12日,微軟升1%報388.47美元,市值2.89萬億美元,創歷史新高,超越蘋果(2.87萬億美元),成為全球市值最高的上市公司。這是微軟自2021年以來首次收盤市值高於蘋果。受生成式AI需求推動,微軟股價在去年飆升58%,今年截至目前上升3.3%。本周蘋果官網罕見大降價,Vision Pro新品預售蘋果股價會如何演繹?能否重回巔峰?
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    “A rare big price cut on Apple's official website”. I was surprised by this top search in the morning. It turned out to be that Apple launched a limited-time discount for the Lunar New Year: the iPhone 15 series was reduced by 500 yuan, and the MacBook Air was reduced by 800 yuan. You need to know that the iPhone 15 was only a few months away, but now they are in such a hurry to cut the price. This is not in line with Apple's consistent “high cold” personality.
    apples $Apple (AAPL.US)$The reason for such a hasty price cut is easy to understand, Microsoft $Microsoft (MSFT.US)$It surpassed Apple in market value for two consecutive days and became the world's new “market capitalization brother”. Can you say Apple isn't in a hurry?
    On January 11, Microsoft's stock price soared to become the company with the highest market capitalization in the US. Although Apple quickly regained this position, the market capitalization reached 2887.2 billion US dollars at the close of trading the next day (January 12) on Friday, once again surpassing Apple's 2874.7 billion US dollars, regaining the position of number one in the world by market capitalization.
    Why is Microsoft overtaking Apple so fast? The reason is also far from the outside world: Microsoft is actively embracing AI, while the mobile phone business, which Apple relies too much on, continues to decline.
    For a long time in the past, when people mentioned Microsoft, people always thought of words such as stubbornness, closure, tradition, etc., and there were even people who wrote a special book — “Microsoft's Dynasty Crisis.”
    But the transformation happened in 2019, when Microsoft began to transform and bet on the cloud...
    The world's “market capitalization brother” changed hands. Why did Microsoft defeat Apple?
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