《大行報告》美銀證券:對微軟(MSFT.US)持續增長更有信心 升目標價至430美元
美銀證券發表評級報告,基於約4.4億戶訂閱Microsoft 365的數目是長遠且可持續的,故相信微軟(MSFT.US)商業版本按年升8%至10%。展望未來,憑藉M365Copilot及Teams進階版,相信微軟的平均售價將代表了未來演算法成長的重要組成部分。至於Azure利潤率方面,該行相信微軟透過提供多元產品的銷售渠道下,發揮槓桿作用。
該行指,踏入2024年,公司擁有從中十位數增長上重新加速的潛力,並對其持續增長更有信心。該行將其目標價由415美元上調至430美元,維持「買入」評級。(ca/u)
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