《大行報告》美銀證券升微軟(MSFT.US)目標價至450美元 料今年增長加快
美銀證券發表報告,料微軟(MSFT.US)第二財季收入預測按年升17%至609億美元,受惠Azure及M365等持續呈強勁增長,即使抵銷了第四季個人電腦出貨疲軟,同時料外匯為第二季增長呈2%推動增長空間。
該行表示,聊天機械人工具M365 Copilot平均售價加速,推動其辦公室軟件的20%增長,料今年M365 Copilot的商業辦公室收入達3.89億美元,惟溫和滲透率轉化為具有意義的平均售價增長。該行上調微軟目標價由430美元升至450美元,維持評級為「買入」,料今年增長加快。(ca/w)
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