《大行報告》大摩:微軟(MSFT.US)可受惠企業推動生成式人工智能 重申「增持」評級
摩根士丹利發表報告指,資訊總監們繼續預料IT技術預算將會按年加速3.3%,生成式人工智能已成爲資訊總監的首要任務,而微軟(MSFT.US)處於獨有的利好地位,加上大部分資訊總監預計在未來12個月內將會使用Microsoft AI產品。
該行又指,微軟似乎準備好繼續受益於供應商整合,尤其在可觀測性、自動化和RPA等領域。該行給予其微軟目標價爲415美元,重申其評級爲「增持」。(ca/w)
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