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《大行報告》花旗升微軟(MSFT.US)目標價至470美元 GenAI崛起加速增長
阿思達克 01-25 17:03
花旗發表報告,預料微軟(MSFT.US)第二財季大多數 KPI錄得顯著的上升趨勢,其中Azure業務或較指引按年升26%至27%,再領先1至2個百分點,受惠人工智能貢獻擴張,以及持續優化措施放寬。 該行將其目標價由432美元上調至470美元,其評級為「買入」,仍是該行首選,同時視雲端相關收入令增長維持兩位數水平,營業利潤率擴張,至於Azure業務方面,料GenAI崛起加速增長,將會迎來下一個時代,並促進客戶採用及加速消費。
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