研報掘金|華泰證券:維持微軟“買入”評級 AI商業化進程或加速
華泰證券發表報吿指,微軟發佈Microsoft 365 Copilot wave2.0,將Web+工作+Pages整合為知識工作的全新設計系統,本次更新主要包括髮布多人AI協作畫布Copilot Pages、Microsoft 365應用中的Copilot功能更新,推出Copilot Agents。報吿指,此次發佈進一步強化了微軟核心產品的AI功能,看好微軟自身產品AI商業化進程加速,預計2025至202財年每股盈利分別為13.86美元、16.04美元及18.65美元,可比公司2024和2025財年平均估值30.3倍市盈率,考慮公司優勢卡位與AI領先佈局,給予2025財年市盈率37倍,目標價512.72美元,維持“買入”評級。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.