《大行報告》瑞銀上調微軟(MSFT.US)目標價至300美元 評級「中性」
瑞銀研究發表報告指出,微軟(MSFT.US)季績超預期,經調整每股盈利2.45美元,高過預期的2.21美元。該行認為,唯一令市場憂慮的可能是2024財年公司投資AI業務的前景,對毛利及每股盈利增長的影響。
此外,微軟透露OpenAI正加速收入增長,該行認為公司對於2024財年營運開支維持低位增長,或部分抵銷與AI相關的毛利壓力。該行對微軟2024財年收入預測由9%上調至10.3%,每股盈利預測由10.56美元上調至10.88美元,另將其微軟目標價由275美元上調至300美元,維持「中性」評級。
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