大行評級|花旗:予微軟“買入”評級 在生成式人工智能投資週期中具領導地位
花旗發表報吿指,該行分析員參與微軟Fabric Community Conference,並與微軟夥伴交談,以瞭解客户使用微軟Fabric數據架構的機遇與挑戰。該行認為,微軟首次舉辦該項目錄得良好反應,展示微軟願意投資及建立更綜合性的Azure數據平台,可增加競爭環境及Data Estate現代化的提升。該行指出,有關產品的成熟程度,安全與管理問題仍有痛點,但微軟正快速創新,相信把Fabrit、Co-Pilot及其他生成人工智能相關服務結合,將再度強化微軟在生成人工智能投資週期的領導地位。花旗目前給予微軟“買入”評級,目標價480美元。
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