You are browsing the Hong Kong website, Regulated by Hong Kong SFC (CE number: BJA907). Investment is risky and you must be cautious when entering the market.
《大行報告》美銀證券上調微軟(MSFT.US)目標價至320美元 評級「買入」
阿思達克 04-20 10:04
美銀證券發表報告,預計微軟(MSFT.US)截至今年3月底止的2023財年第三財季收入達510億美元(按年升3%),受電腦業務表現疲軟,而智能雲(IC,Intelligent Cloud)收入則達219億美元按年升15%,符合預期。 該行表示,即使將其視為暫時的宏觀經濟逆風,但預料電腦業務表現疲軟或對收入構成壓力,同時優化雲端服務逆風不太可能改善新技術視窗作業系統(NT),故該行料Azure第四財季達24%增長,以反映了第三季錄得5至6個百分點,並相信Azure增長可能已接近觸底。 該行料,在2024財年下半年,微軟總收入將加速回到約15%(mid-teens)增長、Azure則達高兩位數增長和O365則達中雙位數增長。該行將其目標價由300美元上調至320美元,維持「買入」評級。(ca/w) ~
Follow us
Find us on Facebook, Twitter , Instagram, and YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.
uSMART
Wealth Growth Made Easy
Open Account