《大行報告》高盛:微軟(MSFT.US)人工智能服務可提供強勁增長 重申「買入」評級
高盛發表報告指出,微軟(MSFT.US)2024財年次季季績強勁,當中Azure增長達28%,高過該行預期的27%;公司收入增長18%,較市場預期高出1.4%;每股盈利2.93美元,亦較預期高出6%。該行重申對微軟的「買入」評級,目標價450美元,認為公司人工智能(AI)服務可提供強勁增長。
該行認為,由於目前企業尚未為生成式人工智能(GenAI)撥出可觀的IT預算,相信一旦宏觀環境有所改善,可能會出現更大程度的釋放,從而推動微軟明年更切實的增長。此外,微軟龐大的伺服器基礎為公司帶來獨特的競爭優勢,隨著時間的推移,預期可轉化為超過1,000億美元的Azure收入。在不斷加強的GenAI周期推動下,該行有信心2029財年Azure業務將增長至2,000億美元。
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