摩根士丹利:微软在即将到来的生成式人工智能创新周期中处于有利地位

新浪财经
27 Jun

摩根士丹利分析师Keith Weiss和Josh Baer在一份研究报告中指出,微软对OpenAI的投资正在取得成功。由于看到微软在直接货币化方面的增长以及IT领域钱包份额的提升,分析师将其目标股价上调至530美元。报告称,随着微软在Azure AI业务上取得进展,微软在即将到来的生成式人工智能创新周期中处于有利地位。报告指出,由于微软在支出方面保持自律,其将实现中等个位数的复合年增长率。责任编辑...

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