微软财报解读:业绩支撑与潜在风险并存

美股研究社
Feb 12

【如需和我们交流可扫码添加进社群】过去一年,市场对微软在人工智能竞赛中的地位担忧加剧,公司股价承受了一定压力。随着同行超大规模云服务商纷纷宣布下一财年资本预算大幅上调,微软则采取了更为保守的策略以保障自由现金流,并未选择激进扩张。在近期回调后,分析师认为微软的投资价值已显著提升,尤其相较于其他超算服务商存在明显估值折价。因此,分析师将微软股票评级上调至强力买入。本次观点的核心,主要围绕微软内外部 ...

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