格隆汇2月10日|由于华尔街对人工智能可能给软件股带来的颠覆性风险日益警惕,微软股票评级在不到一周时间内第二次被下调。Melius Research周一将该股评级从“买入”下调至“持有”,理由是对资本支出以及微软Copilot品牌产品的担忧。Copilot微软其向办公室职员销售AI软件工具的主要载体。上周晚些时候,Stifel也进行了类似的评级下调,分析师对微软Azure云计算业务的增长速度提出...
Source Link格隆汇2月10日|由于华尔街对人工智能可能给软件股带来的颠覆性风险日益警惕,微软股票评级在不到一周时间内第二次被下调。Melius Research周一将该股评级从“买入”下调至“持有”,理由是对资本支出以及微软Copilot品牌产品的担忧。Copilot微软其向办公室职员销售AI软件工具的主要载体。上周晚些时候,Stifel也进行了类似的评级下调,分析师对微软Azure云计算业务的增长速度提出...
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