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大行評級|奧本海默:上調微軟評級至“跑贏大市” 股價尚未完全反映AI業務帶來的成長潛力
格隆匯 07-10 13:46

奧本海默將對微軟的評級由“中性”升至“跑贏大市”,目標價爲600美元,並指出市場目前股價尚未完全反映人工智能(AI)業務帶來的成長潛力,尤其是雲端平臺Azure在2026會計年度成長可望重啓,將成爲支撐估值上修的另一動能。

該行分析師Brian Schwartz在報告中指出,微軟AI業務的強勁成長尚未完全反映在股價中,Azure未來重拾動能也尚未被充分計入。他補充,隨着Azure成長持穩,投資人對微軟AI營收曲線的關注只會更加升溫,不僅有助於本益比支撐,也帶來進一步的上行潛力。

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