摩根士丹利下调对微软Azure和Microsoft 365商业云的增长预期。Azure2025财年第三季度增长预期从31.5%下调至31%，第四季度从32%下调至30%。Microsoft 365商业云第三季度增长预期从14%下调至13.5%，第四季度从13%下调至12%。
摩根士丹利认为，经济不确定性导致客户推迟大型软件采购，微软合作伙伴网络发展以及AI工具Copilot的推出速度低于预期。
摩根士丹利仍然看好微软在人工智能领域的未来。一项CIO调查显示，35%的受访者认为微软最有可能在2025年获得最大份额的AI支出。华尔街35位分析师对微软股票的共识评级为“强力买入”，平均目标价为509.18美元。
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