中文翻译
业绩不错，也很高兴看到 $MSFT 在加速美国 AI 基础设施建设。 不过，微软漏掉了一个关键脆弱点，我想听听你的看法。 微软有没有什么措施，来防止地缘政治对手把你们的上游供应链收购掉？ 比如说，RoboTechnik 收购了微软依赖的 ficonTEC。 微软依赖的自动化组装和测试设备，现在已经落到地缘政治对手手里了。 这看起来非常危险，而超大规模云厂商可能还没意识到基础设施所有权方面正在发生什么。
· 供应链分析
MSFT 上游供应链脆弱点
涉及标的： $MSFT
英文原文
Hey great earnings and nice to see $MSFT accelerating US AI infrastructure. However, there is one critical vulnerability Microsoft is missing, was wondering if I could get your take. Is there anything Microsoft is doing to prevent geopolitical adversaries from buying out your upstream supply chains? For example, a company RoboTechnik acquired ficonTEC, which Microsoft relies on. The automated assembly and testing machines that Microsoft relies on are now owned by geopolitical adversary. This just seems very dangerous and hyperscalers might be missing what's happening with ownership of infrastructure.