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大行評級|高盛:上調微軟目標價至480美元 重申“買入”評級

高盛發表報告表示,重申對微軟“買入”評級,目標價由450美元上調至480美元,基於2025財年第三財季所有關鍵指標均表現出色。該行對微軟在捕捉人工智能(AI)市場份額並在其核心業務上執行的能力越來越有信心。該行認爲,微軟Azure雲業務的非AI工作負載仍有改進空間,因微軟正進行微調,且對AI就緒基建的需求推動雲遷移增加。Azure的AI工作負載方面,該行料AI收入增長在2026財年前仍可保持高位。

該行維持對微軟2026財年資本支出按年升21%的預估,反映微軟需繼續投資於長期資產以滿足高需求。該行指出,由於長期投資仍處於高位,短期資本支出增長或仍將超過雲業務增長。

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