大摩:微软AI变现空间拓宽,增长兑现门槛抬高

智通财经
Yesterday
【大摩:微软AI变现空间拓宽,增长兑现门槛抬高】摩根士丹利10月19日发布的微软财报前瞻报告指出,Azure云服务需求强劲、Microsoft 365商业化改善及运营费用控制,有望支持微软在2027财年延续增长势头。但随着上一季度较好的业绩和全年初步指引推动市场预期与估值回升,公司进一步超越投资者期待的门槛也在抬高。

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