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《大行報告》富瑞上調微軟(MSFT.US)目標價至310美元 評級「買入」
阿思達克 02-09 10:14
富瑞發表報告指,微軟(MSFT.US)利用OpenAI的新一代語言模型,發佈搜尋引擎Bing及Edge的人工智能更新,預期搜尋改進將成爲長期廣告收入的助力。 不過,該行提到推動用戶重新使用Bing需時,且微軟需將廣告商從Google手中撬走,因此只將此等更新視爲集團人工智能能力上的冰山一角,相信在企業應用上會有最大機會。 富瑞上調微軟美股目標價,由275元升至310美元,評級維持「買入」。
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