智通财经APP获悉，摩根士丹利表示，微软(MSFT.US)新发布的Microsoft 365 Frontier套件版本，应能推动这家科技巨头的AI代理(agentic AI)产品发展，同时增强其AI货币化能力。分析师给予微软"增持"评级，目标价650美元。
分析师基思·韦斯在给客户的一份报告中写道："尽管微软整个平台(不仅仅是生成式AI)都呈现出强劲势头，并持续在其产品组合中积极整合AI，但Microsoft 365 Copilot和(由安全驱动)的E5升级仍是每用户平均收入增长的关键驱动力，而新的Agent 365将成为未来的另一个潜在增长点。"
"这些驱动因素与我们最新的CIO调查结果在多个方面高度吻合：1)O365支出意愿上升;2)明显转向更高级O365订阅的趋势;3)CIO利用微软生成式AI产品的意愿增强;以及4)M365 Copilot渗透率提升。"
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