人工智能技術(shù)推動收益上漲,能夠讓微軟公司(Microsoft Corp.)加入蘋果公司(Apple Inc.)的行列,成為市值超過3萬億美元的精英股票。
這是摩根士丹利(Morgan Stanley)分析師的預(yù)測。摩根士丹利的分析師給予這家軟件巨頭的最新目標(biāo)價為415美元,這意味著該公司的估值約為3.1萬億美元。以基思·韋斯為首的分析師們將微軟列為大型軟件公司的首選買入對象,并表示微軟是該行業(yè)中最可能受益于人工智能增長的公司。
韋斯在一份報告中寫道:“生成式人工智能有望大幅擴(kuò)展利用軟件實現(xiàn)業(yè)務(wù)流程自動化的范圍。而微軟在軟件領(lǐng)域首屈一指,可以通過這種擴(kuò)張獲利。”
今年,市場上所有人工智能相關(guān)產(chǎn)品的狂熱推高了微軟的股價。微軟支持的初創(chuàng)公司OpenAI的ChatGPT工具爆火,一舉成功,掀起了人工智能熱潮。微軟目前正計劃利用OpenAI技術(shù)全面改造其Office應(yīng)用程序系列,包括Excel、PowerPoint、Outlook和Word。
韋斯表示,盡管微軟股價今年已經(jīng)上漲了42%,但估值“仍然合理”。他寫道,“盡管微軟在生成式人工智能領(lǐng)域的地位無與倫比,”但該股所謂的PEG比率(市盈率除預(yù)期收益增長率)“與歷史平均水平保持一致”。PEG比率是成長型投資者經(jīng)常使用的指標(biāo)。
韋斯將微軟的目標(biāo)價格從335美元上調(diào)至415美元。這是彭博社(Bloomberg)追蹤的分析師中第二高的目標(biāo)價格,僅次于雷德本的450美元的目標(biāo)價格。自2016年年初以來,摩根士丹利一直給予微軟超配評級,該股在此期間上漲了超過500%。
華爾街其他機(jī)構(gòu)也對該股持樂觀態(tài)度,共有52位分析師給予買入或相當(dāng)評級。根據(jù)彭博社收集的數(shù)據(jù),其中只有三位分析師的目標(biāo)價格暗示,微軟將在明年達(dá)到歷史性的3萬億美元市值大關(guān)。微軟的股價在7月6日上漲0.9%。
蘋果公司在今年6月創(chuàng)造了華爾街歷史,成為首家市值超過3萬億美元的公司。(財富中文網(wǎng))
譯者:中慧言-王芳
人工智能技術(shù)推動收益上漲,能夠讓微軟公司(Microsoft Corp.)加入蘋果公司(Apple Inc.)的行列,成為市值超過3萬億美元的精英股票。
這是摩根士丹利(Morgan Stanley)分析師的預(yù)測。摩根士丹利的分析師給予這家軟件巨頭的最新目標(biāo)價為415美元,這意味著該公司的估值約為3.1萬億美元。以基思·韋斯為首的分析師們將微軟列為大型軟件公司的首選買入對象,并表示微軟是該行業(yè)中最可能受益于人工智能增長的公司。
韋斯在一份報告中寫道:“生成式人工智能有望大幅擴(kuò)展利用軟件實現(xiàn)業(yè)務(wù)流程自動化的范圍。而微軟在軟件領(lǐng)域首屈一指,可以通過這種擴(kuò)張獲利。”
今年,市場上所有人工智能相關(guān)產(chǎn)品的狂熱推高了微軟的股價。微軟支持的初創(chuàng)公司OpenAI的ChatGPT工具爆火,一舉成功,掀起了人工智能熱潮。微軟目前正計劃利用OpenAI技術(shù)全面改造其Office應(yīng)用程序系列,包括Excel、PowerPoint、Outlook和Word。
韋斯表示,盡管微軟股價今年已經(jīng)上漲了42%,但估值“仍然合理”。他寫道,“盡管微軟在生成式人工智能領(lǐng)域的地位無與倫比,”但該股所謂的PEG比率(市盈率除預(yù)期收益增長率)“與歷史平均水平保持一致”。PEG比率是成長型投資者經(jīng)常使用的指標(biāo)。
韋斯將微軟的目標(biāo)價格從335美元上調(diào)至415美元。這是彭博社(Bloomberg)追蹤的分析師中第二高的目標(biāo)價格,僅次于雷德本的450美元的目標(biāo)價格。自2016年年初以來,摩根士丹利一直給予微軟超配評級,該股在此期間上漲了超過500%。
華爾街其他機(jī)構(gòu)也對該股持樂觀態(tài)度,共有52位分析師給予買入或相當(dāng)評級。根據(jù)彭博社收集的數(shù)據(jù),其中只有三位分析師的目標(biāo)價格暗示,微軟將在明年達(dá)到歷史性的3萬億美元市值大關(guān)。微軟的股價在7月6日上漲0.9%。
蘋果公司在今年6月創(chuàng)造了華爾街歷史,成為首家市值超過3萬億美元的公司。(財富中文網(wǎng))
譯者:中慧言-王芳
Artificial intelligence-driven gains can propel Microsoft Corp. to join Apple Inc. in the elite category of stocks with a market capitalization of more than $3 trillion.
That’s according to analysts at Morgan Stanley, whose new $415 price target for the software giant implies a valuation of around $3.1 trillion. The analysts, led by Keith Weiss, named Microsoft their top pick among large cap software companies, and said that it is the best placed in the sector to benefit from the growth of AI.
“Generative AI looks to significantly expand the scope of business processes able to be automated by software,” Weiss wrote in a note. “Microsoft stands best positioned in software to monetize that expansion.”
A market frenzy for all things AI-related has supercharged Microsoft shares this year. Startup OpenAI Inc., which is backed by Microsoft, has fueled much of the excitement amid the viral success of its ChatGPT tool. Microsoft is now looking to overhaul its entire lineup of Office apps — including Excel, PowerPoint, Outlook and Word — with OpenAI technology.
Despite a 42% share-price rally this year, the valuation is “still reasonable,” according to Weiss. The stock’s so-called PEG ratio, or the price-earnings multiple divided by the expected percentage growth in earnings, “remains in line with historical averages, despite the unrivaled generative AI positioning,” he wrote. The PEG ratio is a metric often used by growth-focused investors.
Weiss raised his price target to $415 from $335. That’s the second highest among analysts tracked by Bloomberg after Redburn’s $450 target. Morgan Stanley has rated Microsoft overweight since early 2016, and the stock has gained more than 500% in that period.
The rest of Wall Street is also overwhelmingly bullish on the stock — with 52 analysts rating it a buy or equivalent. Still, only three of them have price targets that imply Microsoft getting to the historic $3 trillion market capitalization mark by next year, according to data compiled by Bloomberg. Microsoft’s stock rose 0.9% on July 6.
Apple made Wall Street history in June as the first company with a market value of over $3 trillion.