Microsoft Corp(NASDAQ:MSFT) stock gained almost 2% on Monday as buyers kept leaning into large-cap software leaders, even with Technology stocks broadly softer. The Nasdaq is down 0.25% while the S&P 500 has gained 0.03%.
微軟公司（納斯達克代碼：MSFT）股價周一上漲近2%，儘管科技股整體表現疲軟，投資者仍在持續加倉大型軟件龍頭企業。納斯達克指數下跌0.25%，而標普500指數則上漲0.03%。
The big tech giant is moving to unlock more value from its cloud and AI infrastructure business by scaling its in-house Maia chip program and reducing dependence on costlyNvidia Corp(NASDAQ:NVDA) processors.
這家科技巨頭正通過擴大其內部Maia晶片項目並減少對昂貴的輝達公司（納斯達克代碼：NVDA）處理器的依賴，以從其雲和AI基礎設施業務中釋放更多價值。
Microsoft Plans Maia 300 Launch
微軟計劃推出Maia 300晶片
Microsoft plans to unveil its new Maia 300 AI chip this fall, potentially as soon as next month, The Information reported on Monday, citing people with direct knowledge of the plans.
據《The Information》周一援引知情人士報導稱，微軟計劃今年秋季（最早可能在下個月）發佈其新款Maia 300 AI晶片。
The Redmond, Washington-based company has discussed securingTaiwan Semiconductor Manufacturing Co Ltd(NYSE:TSM) capacity for more than 300,000 Maia 300 chips for delivery in 2027. Microsoft ultimately aims to secure capacity for more than 1 million Maia 300 chips, though component supplies and ongoing TSMC capacity talks could limit those plans, Reuters reported on Monday.
這家總部位於華盛頓州雷德蒙德的公司已討論向台積電（紐約證券交易所代碼：TSM）預訂超過300,000顆Maia 300晶片的產能，用於2027年交付。據路透社周一報導，微軟最終目標是確保超過100萬顆Maia 300晶片的產能，但組件供應情況以及與台積電正在進行的產能談判可能會限制這些計劃。
Custom Chips Could Reduce NVIDIA Reliance
定製晶片可降低對輝達的依賴
Microsoft introduced its Maia AI chip in November 2023 and rolled out its second-generation Maia 200 in January. The Maia 200, built by TSMC using 3-nanometer technology, includes a significant amount of SRAM, which can give AI systems speed advantages when handling large volumes of user requests.
微軟於2023年11月推出了其Maia AI晶片，並於今年1月推出了第二代Maia 200晶片。Maia 200由台積電採用3奈米工藝製造，包含大量SRAM，可在處理大量用戶請求時為AI系統提供速度優勢。
Microsoft has laggedAlphabet Inc(NASDAQ:GOOGL) andAmazon.com Inc(NASDAQ:AMZN) in scaling its internal AI chip efforts. Google began recognizing revenue from direct sales of its Tensor Processing Units in the quarter ended June, while Amazon has seen growing adoption of its Trainium chips.
微軟在擴大其內部AI晶片研發方面落後於Alphabet Inc（納斯達克代碼：GOOGL）和亞馬遜公司（納斯達克代碼：AMZN）。Google在截至6月的季度已開始確認其張量處理單元（TPU）直接銷售產生的收入，而亞馬遜的Trainium晶片也獲得了越來越多的採用。
Microsoft is now looking to ramp production and persuade major cloud customers such as Anthropic to adopt Maia. The push comes as cloud providers seek alternatives to Nvidia's expensive processors and look for more cost-efficient computing options inside their data centers.
微軟現在正尋求加快生產，並說服Anthropic等主要雲客戶採用Maia晶片。此舉正值雲服務提供商尋求替代輝達昂貴處理器的方案，並在其數據中心內尋找更具成本效益的計算選項之際。
The Chart Is Extended
圖表已延展
Microsoft is trading 18.6% above its 20-day SMA ($429.77) and 17.7% above its 200-day SMA ($433.04), a sign the current run has gotten stretched versus its longer-term trend. That extension matters because it can keep momentum traders engaged, but it also raises the odds of sharper pullbacks if buyers pause.
微軟股價較其20日簡單移動平均線（$429.77）高出18.6%，較其200日簡單移動平均線（$433.04）高出17.7%，表明當前漲勢相對於其長期趨勢已有所超伸。這種超伸很重要，因為它可以維持動量交易者的參與熱情，但如果買盤暫停，也可能加大出現更劇烈回調的可能性。
Analyst Consensus & Recent Actions:The stock carries a Buy rating with an average price forecast of $552.40. Recent analyst moves include:
分析師共識及近期行動：該股獲得買入評級，平均目標價為$552.40。近期分析師行動包括：
- Tigress Financial: Buy (Raises Forecast to $690.00) (Aug. 5)
- Bernstein: Outperform (Raises Forecast to $647.00) (July 30)
- Citigroup: Buy (Raises Forecast to $600.00) (July 30)
- Tigress Financial：買入（上調目標價至$690.00）（8月5日）
- Bernstein：跑贏大盤（上調目標價至$647.00）（7月30日）
- 花旗集團：買入（上調目標價至$600.00）（7月30日）
Top ETF Exposure
主要ETF持倉
- Fidelity MSCI Information Technology Index ETF(NYSE:FTEC): 9.91% Weight
- NYLI US Large Cap R&D Leaders ETF(NASDAQ:LRND): 9.38% Weight
- Principal Focused Blue Chip ETF(NASDAQ:BCHP): 9.28% Weight
- Fidelity MSCI Information Technology Index ETF（紐約證券交易所代碼：FTEC）：9.91% 權重
- NYLI US Large Cap R&D Leaders ETF（納斯達克代碼：LRND）：9.38% 權重
- Principal Focused Blue Chip ETF（納斯達克代碼：BCHP）：9.28% 權重
Significance:Because MSFT carries such a heavy weight in these funds, any significant inflows or outflows for these ETFs will likely force automatic buying or selling of the stock.
重要性：由於微軟在這些基金中所佔權重極高，這些ETF的任何重大資金流入或流出都可能迫使自動買入或賣出該股票。
Price Action
價格走勢
MSFT Stock Price Activity:Microsoft shares were up 1.67% at $508.34 at the time of publication on Monday, according to Benzinga Pro data.
MSFT股價動態：根據Benzinga Pro的數據，截至周一發佈時，微軟股價上漲1.67%，報$508.34。
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