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美股RWA明牌喊单：被误读的MSFT（微软），现在不建仓更待何时？
之前一直说想给大家说说美股，现在咱们币安合约交易有了tradfi板块，#币安钱包 里也能买ondo的代币化美股。趁着这么好的时机，今天先给大家明牌喊单一个股票 #MSFT （#微软 ），药师也会在文章最后说一下我的计划。大家如果现在买入已经低于药师自己的持仓价了，风险低，预期大，走起。
技术与估值面：恐慌砸出来的“黄金坑”
盘面回撤：15% 的安全垫
现状： 自财报发布以来，微软股价已经跌掉了 15%。
对于微软这种万亿市值的超级巨头，15% 的回撤通常是极限施压区。在牛市结构没有破坏的前提下（考虑到宏观上 6 月还要降息），这种级别的深蹲，往往是机构为了清洗浮筹、重新上车砸出来的坑。
局面：严重悲观情绪带来的错误定价
现在的市场正在按“微软未来会很惨”来定价。所以未来只要微软未来表现得稍微正常一点（都不用太好），那么现在的价格就是被严重低估的。这时候建仓，你的胜率极高，赔率极佳。
技术分析：
环境信号1: 周线级别FVG回补满了，一年一遇的绝佳时机。
回看看上次填补周线级别的FVG，MSFT价格从347一路涨到561。
环境信号2: EMA 200 均线388.96
环境信号3: 6小时-日线级别下跌动能背离已经形成，爆量下跌已经完成。
环境信号4: 多次交易日P形结构出现，买盘出现。
高盛的“冰山理论”
很多人不敢买，是因为看到财报里 Azure 云增速放缓了，且资本开支（CapEx）暴涨到 1480 亿美元（2026财年预测值）。市场担心微软陷入“AI 贫穷陷阱”——钱花出去了，响声没听着。
但高盛认为，这是一场巨大的误读。微软正在搞一个“冰山式”的战略隐藏。
1. 消失的算力去哪了？（60/40 定律）
高盛指出，微软并没有遇到需求瓶颈，而是主动把算力“扣留”在了内部。
可见部分： 微软只把 60% 的新增 GPU 算力投放给了Azure。
隐藏部分： 剩下的 40% 被扣留在了公司内部，用于训练Copilot 和前沿模型。
还原真相： 如果微软把这隐藏的 40% 算力全部释放给Azure卖钱，Azure的增速将达到 43%，而不是现在的 38%。
增长没消失，只是被微软战略性地“雪藏”了。
2. 为什么要搞“内部消化”？
微软疯了吗？有钱不赚，非要自己烧？ 其实这才是萨提亚（Satya Nadella）的高明之处，他在布更大的局：
结构性替代（用AI 换人）： 微软正在用算力替代人力。前阵子的裁员潮就是证明，运营支出结构正在发生根本性转变，用 AI 提高人效。
护城河战争： 为了利用 OpenAI 的协议构建绝对壁垒，微软必须现在就囤积算力训练企业级私有模型，这是未来的核心竞争力。
3. 变现已经开始了
别信媒体说的“AI 无法变现”。数据不会撒谎：
• 剔除一次性影响后，微软 Office 365 商业云的 ARPU（每用户平均收入）增长率，已经从之前的 5%-7%，飙升到了 10%-11%。
• 这说明 Copilot 的高定价策略正在生效，用户愿意为了 AI 功能多掏钱。
执行策略（DYOR）：
在我看来现在价格刚好，符合左侧一买的标准，多重combo叠加，价格贼香。如果周一开盘还能下杀，我关注375左右二买。如果下跌止不住，跌破346.8的话，我会在反弹之后降低持仓观望一段时间。
所以现在微软现在的逻辑就像是一个“免费的看涨期权”：你用打折的价格买到了它稳健的基本盘，同时白捡了一个未来可能爆发的 Copilot（AI 变现）机会。现在的下跌，就是市场送给你的礼物。
#美股投资 #RWA
技术与估值面：恐慌砸出来的“黄金坑”
盘面回撤：15% 的安全垫
现状： 自财报发布以来，微软股价已经跌掉了 15%。
对于微软这种万亿市值的超级巨头，15% 的回撤通常是极限施压区。在牛市结构没有破坏的前提下（考虑到宏观上 6 月还要降息），这种级别的深蹲，往往是机构为了清洗浮筹、重新上车砸出来的坑。
局面：严重悲观情绪带来的错误定价
现在的市场正在按“微软未来会很惨”来定价。所以未来只要微软未来表现得稍微正常一点（都不用太好），那么现在的价格就是被严重低估的。这时候建仓，你的胜率极高，赔率极佳。
技术分析：
环境信号1: 周线级别FVG回补满了，一年一遇的绝佳时机。
回看看上次填补周线级别的FVG，MSFT价格从347一路涨到561。
环境信号2: EMA 200 均线388.96
环境信号3: 6小时-日线级别下跌动能背离已经形成，爆量下跌已经完成。
环境信号4: 多次交易日P形结构出现，买盘出现。
高盛的“冰山理论”
很多人不敢买，是因为看到财报里 Azure 云增速放缓了，且资本开支（CapEx）暴涨到 1480 亿美元（2026财年预测值）。市场担心微软陷入“AI 贫穷陷阱”——钱花出去了，响声没听着。
但高盛认为，这是一场巨大的误读。微软正在搞一个“冰山式”的战略隐藏。
1. 消失的算力去哪了？（60/40 定律）
高盛指出，微软并没有遇到需求瓶颈，而是主动把算力“扣留”在了内部。
可见部分： 微软只把 60% 的新增 GPU 算力投放给了Azure。
隐藏部分： 剩下的 40% 被扣留在了公司内部，用于训练Copilot 和前沿模型。
还原真相： 如果微软把这隐藏的 40% 算力全部释放给Azure卖钱，Azure的增速将达到 43%，而不是现在的 38%。
增长没消失，只是被微软战略性地“雪藏”了。
2. 为什么要搞“内部消化”？
微软疯了吗？有钱不赚，非要自己烧？ 其实这才是萨提亚（Satya Nadella）的高明之处，他在布更大的局：
结构性替代（用AI 换人）： 微软正在用算力替代人力。前阵子的裁员潮就是证明，运营支出结构正在发生根本性转变，用 AI 提高人效。
护城河战争： 为了利用 OpenAI 的协议构建绝对壁垒，微软必须现在就囤积算力训练企业级私有模型，这是未来的核心竞争力。
3. 变现已经开始了
别信媒体说的“AI 无法变现”。数据不会撒谎：
• 剔除一次性影响后，微软 Office 365 商业云的 ARPU（每用户平均收入）增长率，已经从之前的 5%-7%，飙升到了 10%-11%。
• 这说明 Copilot 的高定价策略正在生效，用户愿意为了 AI 功能多掏钱。
执行策略（DYOR）：
在我看来现在价格刚好，符合左侧一买的标准，多重combo叠加，价格贼香。如果周一开盘还能下杀，我关注375左右二买。如果下跌止不住，跌破346.8的话，我会在反弹之后降低持仓观望一段时间。
所以现在微软现在的逻辑就像是一个“免费的看涨期权”：你用打折的价格买到了它稳健的基本盘，同时白捡了一个未来可能爆发的 Copilot（AI 变现）机会。现在的下跌，就是市场送给你的礼物。
#美股投资 #RWA
🚀 L'ère des "Projets Fantômes" est finie : Pourquoi 2026 appartient à l'Utilité Réelle
L'époque où l'on achetait un jeton juste parce que sa mascotte était mignonne est officiellement révolue. Si vous tradez encore comme en 2021, vous n'investissez pas : vous faites un don au marché. 📉 $BTC $ETH
Le paysage a changé. Voici pourquoi et comment vous devez ajuster votre boussole pour ne pas finir "exit liquidity".
1. La grande rotation vers les RWA et le DePIN 🌍
On assiste à un transfert massif de capitaux. L'argent quitte les promesses vides pour se diriger vers les protocoles de Real World Assets (RWA) et le DePIN (Infrastructures physiques décentralisées). Posez-vous cette question : Ce projet génère-t-il des revenus grâce à une utilisation réelle, ou seulement grâce aux nouveaux acheteurs ?
2. Le "Plancher Institutionnel" 🏢
Avec l'adoption massive des ETF au comptant et le staking institutionnel, la volatilité a changé de visage. Nous ne voyons plus de crashs de -90 % sans raison ; nous voyons des consolidations saines. C'est un marché de professionnels désormais. Accumulez dans le silence, pas dans l'euphorie.
3. Le nouvel Alpha : La Patience ⏳
Dans un monde de vidéos de 15 secondes, celui qui peut tenir une position 12 mois est la nouvelle "Baleine".
• Arrêtez de chasser les bougies vertes sur le graphique 1 minute.
• Analysez la TVL (Valeur Totale Verrouillée) et l'activité des développeurs.
💡 Ma stratégie cette semaine :
Je surveille de très près les Layer 2 qui intègrent des smart contracts boostés par l'IA. Les gains d'efficacité vont être le moteur narratif du prochain trimestre.
"Les marchés haussiers vous font gagner de l'argent, mais les marchés baissiers vous rendent riche." Nous sommes en phase de "Construction & Accumulation". Ne vous laissez pas éjecter par des liquidations de court terme. 💎
#msft #amazon #IAetBlockchain
L'époque où l'on achetait un jeton juste parce que sa mascotte était mignonne est officiellement révolue. Si vous tradez encore comme en 2021, vous n'investissez pas : vous faites un don au marché. 📉 $BTC $ETH
Le paysage a changé. Voici pourquoi et comment vous devez ajuster votre boussole pour ne pas finir "exit liquidity".
1. La grande rotation vers les RWA et le DePIN 🌍
On assiste à un transfert massif de capitaux. L'argent quitte les promesses vides pour se diriger vers les protocoles de Real World Assets (RWA) et le DePIN (Infrastructures physiques décentralisées). Posez-vous cette question : Ce projet génère-t-il des revenus grâce à une utilisation réelle, ou seulement grâce aux nouveaux acheteurs ?
2. Le "Plancher Institutionnel" 🏢
Avec l'adoption massive des ETF au comptant et le staking institutionnel, la volatilité a changé de visage. Nous ne voyons plus de crashs de -90 % sans raison ; nous voyons des consolidations saines. C'est un marché de professionnels désormais. Accumulez dans le silence, pas dans l'euphorie.
3. Le nouvel Alpha : La Patience ⏳
Dans un monde de vidéos de 15 secondes, celui qui peut tenir une position 12 mois est la nouvelle "Baleine".
• Arrêtez de chasser les bougies vertes sur le graphique 1 minute.
• Analysez la TVL (Valeur Totale Verrouillée) et l'activité des développeurs.
💡 Ma stratégie cette semaine :
Je surveille de très près les Layer 2 qui intègrent des smart contracts boostés par l'IA. Les gains d'efficacité vont être le moteur narratif du prochain trimestre.
"Les marchés haussiers vous font gagner de l'argent, mais les marchés baissiers vous rendent riche." Nous sommes en phase de "Construction & Accumulation". Ne vous laissez pas éjecter par des liquidations de court terme. 💎
#msft #amazon #IAetBlockchain
PnL ການຊື້ຂາຍຂອງມື້ນີ້
+$147,04
+5.29%
MSFT BREAKOUT IMMINENT $BTC
Entry: 360 🟩
Target 1: 375 🎯
Target 2: 390 🎯
Stop Loss: 345 🛑
The market is sleeping. Wake up. $MSFT is printing a massive move. Technicals are screaming buy. Smart money is accumulating. This is not a drill. Get in before the herd. Massive upside potential now. Don't miss this.
Disclaimer: Trading involves risk. Past performance is not indicative of future results.
#MSFT #CryptoTrading #FOMO 🚀
Entry: 360 🟩
Target 1: 375 🎯
Target 2: 390 🎯
Stop Loss: 345 🛑
The market is sleeping. Wake up. $MSFT is printing a massive move. Technicals are screaming buy. Smart money is accumulating. This is not a drill. Get in before the herd. Massive upside potential now. Don't miss this.
Disclaimer: Trading involves risk. Past performance is not indicative of future results.
#MSFT #CryptoTrading #FOMO 🚀
🚨 VIRAL FUD ALERT: MICROSOFT $440B CLAIM IS UNVERIFIED!
The claim of a $440B single-day market cap loss for $MSFT due to Epstein files is FALSE. This figure is likely pure misinformation or a massive misinterpretation.
• A 15-20% crash in $MSFT would cause global market shock.
• No major financial outlets confirm this move.
• Mentions in files do not equal wrongdoing.
Treat this noise with EXTREME caution. Stick to verified data.
#FUD #MarketMisinformation #CryptoFactCheck #MSFT 🛑
The claim of a $440B single-day market cap loss for $MSFT due to Epstein files is FALSE. This figure is likely pure misinformation or a massive misinterpretation.
• A 15-20% crash in $MSFT would cause global market shock.
• No major financial outlets confirm this move.
• Mentions in files do not equal wrongdoing.
Treat this noise with EXTREME caution. Stick to verified data.
#FUD #MarketMisinformation #CryptoFactCheck #MSFT 🛑
⚠️ SCAM ALERT: $440B MICROSOFT CRASH CLAIM IS FAKE!
DO NOT BELIEVE THE FUD. This massive $MSFT market cap loss tied to Epstein files is UNVERIFIED noise. A 15-20% single-day crash in $MSFT would trigger global chaos—we saw zero evidence of this.
• This figure is likely misinformation or confusion with unrelated volatility.
• $ADA, $LINK, and $LTC traders need verified data, not viral hype.
• Treat any claim of historic, single-day corporate wipeouts with extreme skepticism.
BOTTOM LINE: Zero confirmed data supports this $440B wipeout narrative. Stay sharp.
#CryptoFUD #MarketWatch #Misinformation #MSFT
🧐
DO NOT BELIEVE THE FUD. This massive $MSFT market cap loss tied to Epstein files is UNVERIFIED noise. A 15-20% single-day crash in $MSFT would trigger global chaos—we saw zero evidence of this.
• This figure is likely misinformation or confusion with unrelated volatility.
• $ADA, $LINK, and $LTC traders need verified data, not viral hype.
• Treat any claim of historic, single-day corporate wipeouts with extreme skepticism.
BOTTOM LINE: Zero confirmed data supports this $440B wipeout narrative. Stay sharp.
#CryptoFUD #MarketWatch #Misinformation #MSFT
🧐
📉 Microsoft (MSFT.US)TECHNICALS TURN NEGATIVE KEY LEVELS TO WATCH
Microsoft closed at $423.37 (-$6.92) and the technical picture is leaning bearish in the medium term.
Price is trading inside a downward channel, showing that sellers have been consistently accepting lower prices — a sign of growing pessimism. The moving averages have also flipped negative, reinforcing the risk of further downside.
Key levels:
• Support: ~$400 — must hold to avoid deeper decline.
• Resistance: ~$450 — needs to be reclaimed to neutralize the bearish setup.
Unless MSFT can break back above resistance with strong volume, the trend favors further weakness rather than a quick recovery.
Big question: bounce from 400
#MSFT #Stocks #TechnicalAnalysis
Microsoft closed at $423.37 (-$6.92) and the technical picture is leaning bearish in the medium term.
Price is trading inside a downward channel, showing that sellers have been consistently accepting lower prices — a sign of growing pessimism. The moving averages have also flipped negative, reinforcing the risk of further downside.
Key levels:
• Support: ~$400 — must hold to avoid deeper decline.
• Resistance: ~$450 — needs to be reclaimed to neutralize the bearish setup.
Unless MSFT can break back above resistance with strong volume, the trend favors further weakness rather than a quick recovery.
Big question: bounce from 400
#MSFT #Stocks #TechnicalAnalysis
MICROSOFT CRASHES $440 BILLION!
This is not a drill. The market is shaking. Massive sell-off hitting tech giants. Huge investor panic. Get ready for extreme volatility. This is your wake-up call. The game has changed. Don't get left behind.
Disclaimer: Trading is risky.
#MSFT #TechCrash #MarketAlert 🚨
This is not a drill. The market is shaking. Massive sell-off hitting tech giants. Huge investor panic. Get ready for extreme volatility. This is your wake-up call. The game has changed. Don't get left behind.
Disclaimer: Trading is risky.
#MSFT #TechCrash #MarketAlert 🚨
⚠️ MICROSOFT MELTDOWN ROCKS TECH! ⚠️
Massive $440B wipeout in a single session for MSFT. Sentiment is breaking fast amid heavy volatility.
This signals serious risk contagion across the entire tech sector. Watch the ripple effect on crypto alts closely.
• Heightened scrutiny is the catalyst.
• Investors are dumping high-risk positions now.
• Broader market positioning is under the microscope.
$ZAMA $ZIL $UAI are on watch.
#TechCrash #MarketVolatility #RiskOff #MSFT 📉
Massive $440B wipeout in a single session for MSFT. Sentiment is breaking fast amid heavy volatility.
This signals serious risk contagion across the entire tech sector. Watch the ripple effect on crypto alts closely.
• Heightened scrutiny is the catalyst.
• Investors are dumping high-risk positions now.
• Broader market positioning is under the microscope.
$ZAMA $ZIL $UAI are on watch.
#TechCrash #MarketVolatility #RiskOff #MSFT 📉
#MarketMeltdown ⚡#MarketCrash2025 Over $1 TRILLION wiped off the S&P 500 in a day❗
Leading tech stocks like #MSFT , #AAPL , #GOOG ,AMZN, NVDA and others are taking heavy hits, dragging the broader market into negative territory.
📉 Top Decliners:
🔻 Google: Down 4.23%
🔻 Amazon: Down 4.22%
🔻 Meta: Down 3.66%
🔻 Tesla: Down 3.34%
🔻 Microsoft: Down 2.87%
Why Is the Market Tumbling?
⚠️ Soaring Bond Yields: Drawing investors away from equities.
⚠️ Economic Concerns: Uncertainty surrounding inflation and growth.
⚠️ Panic Selling: Investor anxiety fueling rapid sell-offs.
Is This a Prolonged Decline or a Bargain Opportunity?
With the market at a crossroads, the big question remains are we heading for deeper losses, or is this a prime moment to buy the dip?
Keep an Eye on the Trends & Trade Carefully!
Leading tech stocks like #MSFT , #AAPL , #GOOG ,AMZN, NVDA and others are taking heavy hits, dragging the broader market into negative territory.
📉 Top Decliners:
🔻 Google: Down 4.23%
🔻 Amazon: Down 4.22%
🔻 Meta: Down 3.66%
🔻 Tesla: Down 3.34%
🔻 Microsoft: Down 2.87%
Why Is the Market Tumbling?
⚠️ Soaring Bond Yields: Drawing investors away from equities.
⚠️ Economic Concerns: Uncertainty surrounding inflation and growth.
⚠️ Panic Selling: Investor anxiety fueling rapid sell-offs.
Is This a Prolonged Decline or a Bargain Opportunity?
With the market at a crossroads, the big question remains are we heading for deeper losses, or is this a prime moment to buy the dip?
Keep an Eye on the Trends & Trade Carefully!
Trump hits harder
> “Jerome Powell is too stupid and too political to run the Fed.”
Fed in trouble?
> Congressman calls to END the Federal Reserve altogether.
🚀 BREAKING:
Microsoft ($MSFT) becomes only the second company ever to hit a $4 TRILLION market cap.
📊 Markets boiling.
👀 Politics turning personal.
💼 Tech breaking records.
#CryptoNews #Finance #Technology #TRUMP #MSFT $WCT
> “Jerome Powell is too stupid and too political to run the Fed.”
Fed in trouble?
> Congressman calls to END the Federal Reserve altogether.
🚀 BREAKING:
Microsoft ($MSFT) becomes only the second company ever to hit a $4 TRILLION market cap.
📊 Markets boiling.
👀 Politics turning personal.
💼 Tech breaking records.
#CryptoNews #Finance #Technology #TRUMP #MSFT $WCT
This is unusual:
The S&P 500 rallied over +150 points off of its low today in a matter of hours.
Between 3:30 PM ET and 4:00 PM ET, S&P 500 futures rallied +75 points without ANY major news.
5 minutes later, Meta, $META, and Microsoft, $MSFT, posted massive earnings beats.
Did someone know?
$ETH
#meta #MSFT
The S&P 500 rallied over +150 points off of its low today in a matter of hours.
Between 3:30 PM ET and 4:00 PM ET, S&P 500 futures rallied +75 points without ANY major news.
5 minutes later, Meta, $META, and Microsoft, $MSFT, posted massive earnings beats.
Did someone know?
$ETH
#meta #MSFT
🚨 MAG 7 EARNINGS: THE VOLATILITY TRAP IS SET! 🚨
The "Magnificent 7" earnings week is officially here, and the correlation between the Nasdaq and $BTC is hitting a fever pitch. If Big Tech misses, crypto could feel the heat—or is this the "buy the dip" opportunity of 2026? 📉🚀
The Heavy Hitters Reporting This Week:
⟹ #MSFT & $META: Can AI revenue finally justify these valuations?
⟹ #AAPL : Will the iPhone 17 "AI-First" cycle keep the bulls alive?
⟹ #TSLA : Already under pressure—is a turnaround in sight?
Why This Matters for YOUR Portfolio:
Liquidity Shift: If Mag 7 earnings beat expectations, we could see a massive "Risk-On" rotation into Bitcoin.
The "AI Coin" Proxy: Strong reports from Nvidia or Microsoft often act as a direct catalyst for AI-related tokens like $NEAR , $FET , and $RNDR.
The Fed Factor: These earnings drop right alongside the Wednesday FOMC meeting. A Mag 7 miss + a Hawkish Fed = Maximum Pain.
🔥 My Strategy: I’m watching the $86k support on BTC. If Mag 7 provides a bullish tailwind, we’re looking at a reclaim of $92k+.
👇 VOTE BELOW:
Are you BULLISH (Big Tech saves the market) or BEARISH (The bubble is popping)?
#FedWatch #Mag7Earnings
The "Magnificent 7" earnings week is officially here, and the correlation between the Nasdaq and $BTC is hitting a fever pitch. If Big Tech misses, crypto could feel the heat—or is this the "buy the dip" opportunity of 2026? 📉🚀
The Heavy Hitters Reporting This Week:
⟹ #MSFT & $META: Can AI revenue finally justify these valuations?
⟹ #AAPL : Will the iPhone 17 "AI-First" cycle keep the bulls alive?
⟹ #TSLA : Already under pressure—is a turnaround in sight?
Why This Matters for YOUR Portfolio:
Liquidity Shift: If Mag 7 earnings beat expectations, we could see a massive "Risk-On" rotation into Bitcoin.
The "AI Coin" Proxy: Strong reports from Nvidia or Microsoft often act as a direct catalyst for AI-related tokens like $NEAR , $FET , and $RNDR.
The Fed Factor: These earnings drop right alongside the Wednesday FOMC meeting. A Mag 7 miss + a Hawkish Fed = Maximum Pain.
🔥 My Strategy: I’m watching the $86k support on BTC. If Mag 7 provides a bullish tailwind, we’re looking at a reclaim of $92k+.
👇 VOTE BELOW:
Are you BULLISH (Big Tech saves the market) or BEARISH (The bubble is popping)?
#FedWatch #Mag7Earnings
📉 NASDAQ slips 330 points as markets await Meta & Microsoft earnings today.
Looking for exposure? Go crypto-native. 👇
🚀 Trade $META & $MSFT on-chain with Quanto—now live on BounceClub:
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💥 Up to 200x leverage
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#Crypto #Trading #BounceClub #Quanto #META #MSFT #Leverage
Looking for exposure? Go crypto-native. 👇
🚀 Trade $META & $MSFT on-chain with Quanto—now live on BounceClub:
⚡ Use $BB as collateral
💥 Up to 200x leverage
🔗 Fully on-chain stock trading
Don't just watch the market—trade it. 🟡
#Crypto #Trading #BounceClub #Quanto #META #MSFT #Leverage
✈️ حدث الان 🔴مساهمو مايكروسوفت $MSFT يصوتون ضد اقتراح الاستثمار في البيتكوين.
#CryptoNewss #bitcoin☀️ #MSFT #BTC☀
#CryptoNewss #bitcoin☀️ #MSFT #BTC☀
ເຂົ້າສູ່ລະບົບເພື່ອສຳຫຼວດເນື້ອຫາເພີ່ມເຕີມ