Guggenheim imakweza malingaliro ake pa Microsoft ndikukweza mtengo wake kukhala $586

Guggenheim Securities yakweza mavoti a Microsoft kuchokera ku Neutral kupita ku Buy ndipo wapanga a Mtengo wamtengo wapatali wa $586 pagawo, zomwe zikutanthauza a kupitilira apo ndi pafupifupi 12% poyerekeza ndi Mtengo wotsika kwambiri wa magawo a $523,61. Zaka mpaka pano, masheya apeza pafupifupi [peresenti yosowa]. 24%, kuposa Nasdaq 100.

Bungweli likuvomereza kusinthaku chifukwa cha udindo wa Microsoft monga wopindula bwino ndi mafunde opangira nzeru, mothandizidwa ndi mtambo wake wa Azure ndi Microsoft 365 yake yopangaUthenga, osati chisangalalo, umaloza ku a ntchito zoyezeka komanso zamitundu yosiyanasiyana za kukula.

Kodi chinayambitsa kusintha kwa malingaliro ndi chiyani?

Katswiri John DiFucci amalankhula za mwayi wowirikiza: nsanja yayikulu yamtambo (Azure) ndi luso lazopangapanga zamapulogalamu (Ofesi ndi Windows). Malingaliro ake, kampaniyo imaphatikiza mabizinesi opindulitsa kwambiri ndi oyang'anira omwe yatha kupindula ndi machitidwe monga AImpaka, mu Windows, kulosera ndikuwonjezera.

Mumtambo, Azure ikuwonekera ngati wopindula mwachindunji ntchito za AIMtundu wobwerezabwereza umagwira ntchito ngati zolembetsa zomwe, malinga ndi Guggenheim, Izi zidzakulitsa kukula kwa ndalama pamene kufunikira kwa maphunziro ndi computing inference ikuwonjezeka..

Pankhani ya zokolola, Microsoft 365 imalola kupanga ndalama AI pa maziko aakulu oikidwaKampaniyo ikutsutsa kuti kulipiritsa zowonjezera pazinthu monga Copilot mu Windows 11 Ikhoza kuwonjezera ndalama zowonjezera ndi phindu; imakweza ngakhale a kuthekera kowonjezera mpaka 30% Mogwirizana ndi mizere imeneyo, bola ngati utsogoleri ukusungidwa muzokolola.

Komanso, a Bizinesi ya Windows imakhalabe gwero lalikulu la malireGuggenheim akukhulupirira kuti chipika chopanda mtengochi chomwe nthawi zambiri chimatha kuchepetsa kukakamizidwa kwapansi kuchokera kumadera omwe ali ndi malire otsika, monga kukula kwachangu kwa Azure.

Kugwirizana kwa msika ndi mgwirizano wa akatswiri

Kukwezako kutalengezedwa, mtengo wamasheya unayamba kukwera. 1,41%Kwa chaka mpaka pano, Microsoft yatsimikiziranso utsogoleri wake ndi kuwonjezeka kwa 24%, kupitirira pafupifupi 21% ya Nasdaq 100.

Kusunthaku kumabweretsa mgwirizano pafupi kwambiri: Pafupifupi 99% ya akatswiri amalimbikitsa kugulaNdi nyumba 73 zomwe zili ndi mtengo wake komanso osalowerera ndale (ndi Hedgeye ngati kupatula) ndipo palibe malingaliro ogulitsa. Ndi chandamale cha 586 $Kampaniyo ikuyerekeza kuthekera kowonjezereka kwapafupifupi 12% kuchokera pazomwe zaposachedwa.

Zotsatira zaku Europe ndi Spain

Kwa Investor European and Spanish, thesis imapereka kuphatikiza kwa kukhudzana ndi AI ndi mbiri yodzitchinjiriza chifukwa cha mabizinesi okhwima a Microsoft. Imayang'ananso zinthu zakumalo monga kuunika koyang'anira ya European Union ndi kusintha kwamitengo ndi ntchito ku malamulo a data.

Muzochita zamalonda ku Spain ndi ku Europe konse, kukhazikitsidwa kwa Azure ndi Microsoft 365 Izi zitha kufulumizitsa kuphatikiza kwa AI m'njira zatsiku ndi tsiku. Ngati Microsoft ikulitsa mtengo wakulembetsa kwa Copilot ndi ntchito zina zofananira, makampani amatha kuwona kusintha kwamitengo yamitengo IT ndi zokolola, zomwe zimakhudza mwachindunji pakuchita bwino.

Zolinga za kukula ndi chitsanzo cha bizinesi

Guggenheim imapanga masomphenya ake mozungulira mizati itatu yomwe, kuphatikiza, imathandizira kuzungulira kwa ndalama IA popanda kupereka phindu.

• Azure monga zomangamanga: kutengera kufunikira kwa kompyuta ya AI ndi mtundu wogwiritsa ntchito mobwerezabwereza.
• Kuchita bwino ndi AIKupanga ndalama molunjika mu Microsoft 365 kudzera mwa Copilot ndi zida zapamwamba pamaziko oyika.
• Windows ndi PC ecosystem: injini ya ndalama ndi malire yomwe imapereka kukhazikika komanso kuthekera kosunga ndalama.

Zowopsa ndi zosinthika kuti muwunikire

La kuwunika Ndizovuta, ndipo Guggenheim mwiniwake akuvomereza kuti Microsoft sangagulitse pa ma multiples omwe amawoneka ngati "otsika mtengo".Kutulutsa pang'onopang'ono kwa AI, kapena kufunikira kokulirapo kwa ndalama m'malo opangira data, akhoza kuyikapo chitsenderezo pa malire amfupi nthawi.

Mpikisano umakhalabe wolimba, ndi AWS ndi Google Cloud kuthamangitsa ma bets ake. Ku Europe, kampaniyo imakumananso ndi zovuta zomwe zingachitike. antitrust ndi chitetezo cha datazinthu zomwe zingakhudze liwiro la kukhazikitsidwa ndi ndondomeko yamitengo.

Zothandizira zomwe zikubwera

Msikawu udzakhala ndi chidziwitso chochuluka ndi kufalitsidwa kwa zotsatira za kotala yoyamba pa 29 ya October (Nthawi Yakummawa). Cholingacho chidzakhala pa kukula kwa AI, chitsogozo chogwiritsa ntchito ndalama pazachuma komanso kusinthika kwa kusakanikirana kwa malire.

Kusuntha kwa Guggenheim kumalimbitsa Microsoft ngati opikisana nawo kuti atenge mayendedwe a luntha lochita kupanga popanda kutaya mphamvu zamabizinesi okhazikika ngati Windows ndi OfficeKwa osunga ndalama ku Spain ndi ku Europe, ikuwoneka ngati njira yosasinthika yodziwira AI, ngakhale zoopsa zokhudzana ndi kuwerengera, mpikisano, ndi kuwongolera zikupitilira.

Nkhani yowonjezera:

Ichi ndi MAI-Image-1, mtundu wa AI womwe Microsoft amapikisana nawo Midjourney

Alberto navarro

Ndine wokonda zaukadaulo yemwe wasandutsa zokonda zake za "geek" kukhala ntchito. Ndakhala zaka zoposa 10 za moyo wanga ndikugwiritsa ntchito ukadaulo wotsogola komanso kusewera ndi mitundu yonse yamapulogalamu chifukwa cha chidwi chenicheni. Panopa ndaphunzira luso la pakompyuta komanso masewera a pakompyuta. Izi zili choncho chifukwa kwa zaka zoposa 5 ndakhala ndikulembera mawebusaiti osiyanasiyana pa teknoloji ndi masewera a pakompyuta, ndikupanga nkhani zomwe zimafuna kukupatsani zambiri zomwe mukufunikira m'chinenero chomwe chimamveka kwa aliyense.

Ngati muli ndi mafunso, chidziwitso changa chimachokera ku chilichonse chokhudzana ndi makina opangira Windows komanso Android pama foni am'manja. Ndipo kudzipereka kwanga ndi kwa inu, nthawi zonse ndimakhala wokonzeka kuthera mphindi zochepa ndikukuthandizani kuthetsa mafunso aliwonse omwe mungakhale nawo pa intaneti.