- I-Guggenheim iphucula iMicrosoft ukuze iThenge kwaye ibeke ixabiso lethagethi ye-586 yeedola, kufutshane ne-12% phezulu.
- Ingxabano ye-Bullish esekelwe kwi-Azure (i-AI kunye nemodeli yokusetyenziswa), i-Microsoft 365 (iCopilot yokwenza imali) kunye nokomelela kweWindows.
- Ukuvumelana kuninzi kakhulu: phantse i-99% yabahlalutyi bancoma ukuthenga; phantse akukho cala okanye izikhundla zokuthengisa.
- Imingcipheko: ukuxatyiswa okufunwayo, ukhuphiswano oluvela kwi-AWS kunye ne-Google, kunye nokuhlolwa kokulawula kwi-EU.
IGuggenheim Securities iphucule ukalisho lweMicrosoft ukusuka kwiNeutral ukuya kuThenga kwaye ubeke a Ixabiso ekujoliswe kulo $586 ngesabelo ngasinye, nto leyo ethetha ukuba a indlela enyukayo ekufutshane ne-12% xa kuthelekiswa Isitokhwe sivaliwe kwi-523,61 yeedola. Unyaka ukuya kumhla, isitokhwe sifumene malunga [ipesenti elahlekileyo]. 24%, ukodlula i-Nasdaq 100.
Iqumrhu lithethelela utshintsho ngenxa yesikhundla sikaMicrosoft njenge umxhamli ocacileyo we-artificial intelligence wave, exhaswa lilifu layo le-Azure kunye neMicrosoft 365 yokuvelisa.Umyalezo, endaweni yovuyo, walatha ku ukusebenza okunokulinganiswa kunye nemigangatho yokukhula eyohlukeneyo.
Yintoni ebangela utshintsho kwingcebiso?
Umhlalutyi uJohn DiFucci uthetha ngenzuzo ephindwe kabini: iqonga elikhulu lamafu (Azure) kunye nobuchule kwisoftware yemveliso (Iofisi kunye neWindows). Ngokoluvo lwakhe, inkampani idibanisa amashishini anengeniso ephezulu kunye nolawulo oluthi ikwazile ukwenza imali kwiintsingiselo ezifana ne-AIukuya kwinqanaba lokuba, kwiWindows, ukuqikelela kukudibanisa.
Efini, iAzure ivela njenge umxhamli ngqo Ukuhamba komsebenzi we-AIImodeli yokusetyenziswa rhoqo isebenza de facto njengomrhumo othi, ngokutsho kweGuggenheim, Oku kuya konyusa ukukhula kwengeniso njengoko imfuno yoqeqesho kunye ne-inference computing isonyuka..
Ngokubhekiselele kwimveliso, iMicrosoft 365 iyakuvumela ukwenza imali nge-AI kwisiseko esikhulu esifakiweyoI-firm ixoxa ukuba ukuhlawulisa okongeziweyo kwiimpawu ezifana ne ICopilot ivuliwe Windows 11 Inokongeza ingeniso eyongezelelweyo kunye neengeniso; ide inyuse a ukuphuculwa okunokwenzeka ukuya kuthi ga kwi-30% Ecaleni kwaloo migca, ukuba nje ubunkokeli bugciniwe kuluhlu lwemveliso.
Ukongeza, i Ishishini leWindows lihlala lingumthombo obalulekileyo womdaI-Guggenheim ikholelwa ukuba le bloko ehlala ingaphantsi kwexabiso inokunciphisa uxinzelelo kumgca osezantsi ukusuka kwiindawo ezinemida ephantsi, ezifana nokukhula ngokukhawuleza kwe-Azure.
Ukusabela kweemarike kunye nokuvumelana komhlalutyi
Emva kokubhengezwa kophuculo, ixabiso lesitokhwe laqala ukunyuka. imarike yangaphambili 1,41%Kulo nyaka ukuza kuthi ga ngoku, iMicrosoft iphinde yaqinisekisa ubunkokeli bayo ngonyuso lwama-24%, oludlula malunga nenani I-21% ye-Nasdaq 100.
Le ntshukumo izisa isivumelwano nangakumbi: Phantse i-99% yabahlalutyi bancoma ukuthengaNgezindlu ezingama-73 ezigubungela ixabiso kwaye akukho naziphi na izikhundla ezingathathi hlangothi (kunye neHedgeye njengesiqhelo) kwaye akukho ziphakamiso zokuthengisa. Ngenjongo ye 586 $Ifem iqikelela amandla ongezelelweyo asondele kwi-12% kumanqanaba akutshanje.
Iimpembelelo kwiYurophu naseSpain
Kumtyalomali waseYurophu kunye nowaseSpain, ithisisi inika indibaniselwano ukuvezwa kwi-AI ngeprofayile ekhuselayo enkosi kumashishini aqolileyo kaMicrosoft. Ikwagxininisa kwizinto zasekuhlaleni ezifana uphononongo lolawulo yeManyano yaseYurophu kunye nohlengahlengiso lwamaxabiso kunye neenkonzo kwimithetho yedatha.
Kwilaphu leshishini laseSpain kunye neYurophu yonke, ukwamkelwa kwe IAzure kunye neMicrosoft 365 Oku kunokukhawulezisa ukuhlanganiswa kwe-AI kwiinkqubo zemihla ngemihla. Ukuba iMicrosoft inyusa ixabiso lomrhumo wayo weCopilot kunye neenkonzo ezinxulumeneyo, iinkampani zinokubona utshintsho kwizakhiwo zeendleko I-IT kunye nemveliso, enefuthe elithe ngqo ekusebenzeni kakuhle.
Izithinteli zokukhula kunye nemodeli yeshishini
I-Guggenheim iqulunqa umbono wayo malunga neentsika ezintathu ezithi, zidibene, zixhase umjikelo wotyalo-mali IA ngaphandle kokuncama inzuzo.
- I-Azure njengeziseko ezingundoqo: ukubamba imfuno yekhompyutha ye-AI ngemodeli yokusetyenziswa rhoqo.
- Imveliso kunye ne-AIUkwenza imali ngokuthe ngqo kwiMicrosoft 365 ngoCopilot kunye neempawu eziphucukileyo kwisiseko esifakelweyo esongameleyo.
- Windows kunye ne-PC ecosystem: i-injini yemali kunye nomda ebonelela uzinzo kunye nomthamo wotyalo-mali ochasene ne-countercyclical.
Imingcipheko kunye nezinto eziguquguqukayo zokubeka iliso
La uvavanyo Kuyafuneka, kwaye uGuggenheim ngokwakhe uyavuma ukuba iMicrosoft ayinakuze irhwebe ngokuphindaphinda kuthathwe njenge "xabiso eliphantsi".Ukukhutshwa okucothayo kwe-AI, okanye iimfuno ezinkulu zotyalo-mali kumaziko edatha, inokubeka uxinzelelo kwimida yexesha elifutshane ixesha.
Ukhuphiswano luhlala luqinile, nge I-AWS kunye neLifu likaGoogle ukukhawulezisa ukubheja kwayo. EYurophu, inkampani ikwajongene nemingeni enokubakho. ukungathembeki kunye nokukhuselwa kwedathaizinto ezinokuphembelela isantya sokwamkelwa kunye nomgaqo-nkqubo wamaxabiso.
Ii-catalysts ezizayo
Imarike iya kuba nolwazi oluninzi ngokupapashwa kweziphumo zekota yokuqala 29 ngo-Oktobha (Ixesha laseMpuma). Ingqwalasela iya kuba kwizinga lokukhula elidityaniswe ne-AI, isikhokelo kwinkcitho eyinkunzi kwiziseko ezingundoqo kunye nokuvela kwe umxube wemida.
Intshukumo kaGuggenheim yomeleza iMicrosoft njengombaleki ukubamba umfutho we ubukrelekrele bokwenziwa ngaphandle kokulahlekelwa ukomelela kwamashishini asekiweyo afana neWindows kunye neOfisiKubatyali-mali eSpain naseYurophu, kuvela njengendlela encinci eguquguqukayo yokufumana utyhileko kwi-AI, nangona imingcipheko enxulumene nokuxatyiswa, ukhuphiswano, kunye nommiselo iqhubeka.
Ndingumntu othanda itekhnoloji ojike umdla wakhe we "geek" waba ngumsebenzi. Ndichithe ngaphezulu kweminyaka eli-10 yobomi bam ndisebenzisa itekhnoloji yokusika kwaye ndikhenkceza ngazo zonke iintlobo zeenkqubo ngenxa yokufuna ukwazi okumsulwa. Ngoku ndiqeqeshelwe ubugcisa bekhompyutha nakwimidlalo yevidiyo. Oku kungenxa yokuba ngaphezu kweminyaka emi-5 ndibhalela iiwebhusayithi ezahlukeneyo kwitekhnoloji kunye nemidlalo yevidiyo, ndisenza amanqaku afuna ukukunika ulwazi oludingayo ngolwimi oluqondakalayo kuye wonke umntu.
Ukuba unayo nayiphi na imibuzo, ulwazi lwam lusuka kuyo yonke into enxulumene nenkqubo yokusebenza yeWindows kunye ne-Android yeefowuni eziphathwayo. Kwaye ukuzinikela kwam kukuwe, ndihlala ndikulungele ukuchitha imizuzu embalwa kwaye ndikuncede usombulule nayiphi na imibuzo onokuba nayo kweli lizwe le-intanethi.