Guggenheim inovandudza kurudziro yayo paMicrosoft uye inokwidza mutengo wakananga kumadhora mazana mashanu nemakumi masere nematanhatu

Guggenheim Securities yakakwidziridza chiyero cheMicrosoft kubva kuNeutral kusvika Kutenga uye akaisa a Mutengo wechinangwa che $586 per share, izvo zvinoreva a kumusoro trajectory yepedyo ne12% zvichienzaniswa inogona kutengwa 523,61 $. Gore-kusvika-zuva, stock yakawana ingangoita [muzana yakashaikwa]. 24%, kupfuura Nasdaq 100.

Sangano rinoruramisa shanduko nekuda kwechinzvimbo cheMicrosoft se mubatsiri akajeka weiyo artificial intelligence wave, inotsigirwa neayo Azure gore uye yayo Microsoft 365 chigadzirwa suite.Shoko racho, pane kufarisa, rinonongedza kune a kuyerwa kuita uye siyana kukura levers.

Chii chiri kukonzera shanduko mukurudziro?

Muongorori John DiFucci anotaura nezve mukana wakapetwa: chikuva chakakura chegore (Azure) uye hunyanzvi mukugadzira software (Hofisi uye Windows). Sekuona kwake, kambani inosanganisa mabhizinesi ane mari yakawanda ane manejimendi ayo yakakwanisa kuita mari pamaitiro akadai seAIkusvika pakuti, muWindows, kufanotaura kunowedzera.

Mugore, Azure iri kubuda se mubatsiri wakananga yeAI workflowsIyo inodzokororwa yekushandisa modhi inoshanda de facto sekunyorera iyo, maererano naGuggenheim, Izvi zvichawedzera kukura kwemari sezvo kudiwa kwekudzidziswa uye inference computing kunowedzera..

Panyaya yekubudirira, Microsoft 365 inobvumira kuita mari AI pachigadziko chikuru chakaiswaIyo femu inopokana kuti kuchaja yekuwedzera kune maficha akadai Copilot paWindows 11 Inogona kuwedzera kuwedzera mari uye purofiti; inotosimudza a mukana wekuvandudza kusvika ku30% Pamwe chete nemitsetse iyoyo, chero bedzi hutungamiri hunochengetwa muchikamu chekubudirira.

Mukuwedzera, the Bhizinesi reWindows rinoramba riri rakakosha sosi yemarginGuggenheim anotenda kuti ichi chinowanzo kuderedzwa chivharo chinogona kudzikamisa kudzvanywa kwepasi kubva munzvimbo dzine yakaderera magidhi, senge kukurumidza kukura kweAzure.

Kuita kwemusika uye kubvumirana kwemuongorori

Mushure mekusimudzira kwakaziviswa, mutengo wemasheya wakatanga kukwira. premarket 1,41%Kwegore kusvika parizvino, Microsoft yakasimbisazve hutungamiriri hwayo nekuwedzera kwe24%, inopfuura ingangoita 21% yeNasdaq 100.

Iko kufamba kunounza kubvumirana zvakanyanya pedyo: Inenge 99% yevaongorori vanokurudzira kutengaIine dzimba makumi manomwe nenhatu dzinovhara kukosha uye zvisingaite chero nzvimbo dzakarerekera (neHedgeye semusiyano) uye pasina kurudziro yekutengesa. Nechinangwa che 586 $Iyo femu inofungidzira imwezve mukana wepedyo ne12% kubva kumatanho apfuura.

Zvinoreva kuEurope neSpain

Kune weEuropean neSpanish investor, iyo thesis inopa musanganiswa we kusangana neAI ine chimiro chekudzivirira nekuda kweMicrosoft mabhizinesi akakura. Inotarisawo pazvinhu zvemunharaunda zvakadai se kudzora kuongorora yeEuropean Union uye kuchinjika kwemitengo nemasevhisi kune mirairo yedata.

Mune bhizinesi jira reSpain uye nedzimwe nyika dzeEurope, kugamuchirwa kwe Azure uye Microsoft 365 Izvi zvinogona kukurumidzira kubatanidzwa kweAI mumaitiro ezuva nezuva. Kana Microsoft ikawedzera kukosha kwekunyoreswa kwayo kweCopilot uye masevhisi ane hukama, makambani anogona kuona kuchinja kwezvivakwa zvinodhura IT uye kubereka, nekuita zvakananga pakubudirira.

Kukura levers uye bhizinesi modhi

Guggenheim inogadzirisa chiono chayo chakatenderedza mbiru nhatu idzo, dzakabatanidzwa, dzinotsigira kutenderera kwekudyara mukati IA pasina kurega mhindu.

• Azure sezvivakwa: kubata kudiwa kweAI komputa ine inodzokororwa yekushandisa modhi.
• Kubudirira neAIYakananga kuita mari muMicrosoft 365 kuburikidza neCopilot uye maficha epamberi pane yakasimwa base.
• Windows uye PC ecosystem: mari uye margin injini inopa kugadzikana uye countercyclical mari yekudyara.

Njodzi uye zvinoshanduka zvekutarisa

La kuongorora Zvirikuda, uye Guggenheim pachake anobvuma kuti Microsoft inogona kusambotengesa pazvizhinji zvinoonekwa se "zvakachipa".Iyo inononoka AI kuburitsa, kana yakakura mari inodiwa munzvimbo dzedata, inogona kuisa kumanikidzwa pamiganhu yenguva pfupi term.

Makwikwi anoramba akanyanya, ane AWS neGoogle Cloud ichimhanyisa mabheti ayo. MuEurope, kambani inotarisanawo nematambudziko anogona kuitika. antitrust uye kuchengetedza datazvinhu zvinogona kukanganisa kukurumidza kutorwa uye mutemo wemitengo.

Vadivelu Comedy Upcoming catalysts

Musika uchave neruzivo rwakawanda nekuburitswa kwekota yekutanga mhinduro pa 29 yeOctober (Nguva dzekuMabvazuva). Iyo inotarisisa ichave pachiyero chekukura chakabatana neAI, gwara rekushandisa mari pane zvivakwa uye shanduko ye musanganiswa wemariji.

Kufamba kwaGuggenheim kunosimbisa Microsoft semukwikwidzi wekutora simba reiyo hungwaru hwekugadzira pasina kurasikirwa nekusimba kwemabhizinesi akasimbiswa seWindows neHofisiKune vanoisa mari muSpain neEurope, iri kubuda senzira isinganyanyi kugadzikana yekuwana mukana kuAI, kunyangwe njodzi dzine chekuita nekukosheswa, kukwikwidza, uye mutemo uchiramba.

Nyaya inoenderana:

Iyi ndiyo MAI-Image-1, iyo AI modhi iyo Microsoft inokwikwidza nayo Midjourney

Alberto navarro

Ini ndiri anofarira tekinoroji akashandura zvaanofarira zve "geek" kuita basa. Ndapedza makore anopfuura gumi ehupenyu hwangu ndichishandisa tekinoroji yekucheka-kumucheto uye kutamba nemhando dzese dzezvirongwa kunze kwekuda kuziva. Iye zvino ndava nyanzvi mune zvekombiyuta uye mitambo yemavhidhiyo. Izvi zvinodaro nekuti kweanopfuura makore 10 ndanga ndichishanda kunyora kune akasiyana mawebhusaiti pane tekinoroji nemitambo yemavhidhiyo, ndichigadzira zvinyorwa zvinotsvaga kukupa ruzivo rwaunoda mumutauro unonzwisisika nemunhu wese.

Kana iwe uine chero mibvunzo, ruzivo rwangu rwunobva kune zvese zvine chekuita neWindows inoshanda sisitimu pamwe ne Android yenharembozha. Uye kuzvipira kwangu kuri kwauri, ndinogara ndakagadzirira kushandisa maminetsi mashoma uye kukubatsira kugadzirisa chero mibvunzo yaungave unayo munyika ino yeinternet.