大行评级丨Wolfe:上调微软2027财年资本支出预估,目标价降至525美元

格隆汇
7 hours ago

Wolfe Research发布研报,将微软的目标价从570美元下调至525美元。此次下调的主要原因是记忆体价格大幅攀升,促使该机构将微软2027财年的资本支出预估从2,300亿美元上调至2,700亿美元,但同时维持“跑赢大盘”评级。

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