- I-Guggenheim ithuthukisa i-Microsoft ukuze iThenga futhi ibeka intengo eqondiwe engu-$586, esondele ku-12% uma kuqhathaniswa.
- Ukuphikisana okuqinile okusekelwe ku-Azure (AI nemodeli yokusetshenziswa), i-Microsoft 365 (Ukwenza imali nge-Copilot) kanye nokuqina kwe-Windows.
- Ukuvumelana kukhulu kakhulu: cishe i-99% yabahlaziyi batusa ukuthenga; cishe azikho izikhundla ezingathathi hlangothi noma ezithengisayo.
- Izingozi: ukulinganisa okudingayo, ukuncintisana okuvela ku-AWS ne-Google, nokuhlolwa kokulawula e-EU.
I-Guggenheim Securities ithuthukise ukukala kwe-Microsoft kusuka ku-Neutral kuya ku-Buy futhi usethe a Intengo ehlosiwe yama- $586 ngesheya ngalinye, lo que implica un i-trajectory ephezulu esondele ku-12% uma kuqhathaniswa Izindleko zamasheya 523,61 $. Unyaka kuze kube manje, isitoko sizuze cishe [iphesenti elilahlekile]. 24%, ukudlula i-Nasdaq 100.
Ibhizinisi lithethelela ushintsho ngenxa yesimo se-Microsoft njenge umzuzi ocacile wegagasi lobuhlakani bokwenziwa, elisekelwa ifu layo le-Azure kanye ne-Microsoft 365 yokukhiqiza suiteUmlayezo, esikhundleni sokujabula, ukhomba a ukusebenza okulinganisekayo kanye nezingqimba zokukhula ezihlukene.
Yini ebangela ushintsho esincomweni?
Umhlaziyi uJohn DiFucci ukhuluma ngenzuzo ephindwe kabili: isiteji samafu esikhulu (Azure) kanye nekhono ku-software yokukhiqiza (Ihhovisi kanye neWindows). Ngokubona kwakhe, inkampani ihlanganisa amabhizinisi anenzuzo enkulu nabaphathi ukuthi ikwazile ukwenza imali kumathrendi afana ne-AIkuze kube seqophelweni lokuthi, ku-Windows, ukubikezelwa kuyahlanganisa.
Efwini, i-Azure ivela njenge ozuzayo ngqo izinhlelo zokusebenza ze-AIImodeli yokusetshenziswa ephindaphindayo isebenza de facto njengokubhaliselwe okuthi, ngokusho kukaGuggenheim, Lokhu kuzothuthukisa ukukhula kwemali engenayo njengoba sikhula isidingo sokuqeqeshwa kanye ne-inference computing..
Mayelana nokukhiqiza, iMicrosoft 365 iyakuvumela ukwenza imali nge-AI esisekelweni esikhulu esifakiweLe nkampani ithi ukushaja okwengeziwe ngezici ezifana ne I-Copilot ivuliwe Windows 11 Inganezela imali engenayo kanye nenzuzo ekhuphukayo; lize liphakamise a okungenzeka kube ngcono kuze kufike ku-30% Ngokuhambisana naleyo migqa, inqobo nje uma ubuholi bugcinwa endaweni yokukhiqiza.
Ngaphezu kwalokho, i- Ibhizinisi le-Windows lihlala liwumthombo obalulekile wemajiniUGuggenheim ukholelwa ukuthi lesi sakhiwo esivame ukubukelwa phansi singanciphisa ingcindezi endaweni ephansi evela ezindaweni ezinemajini aphansi, njengokukhula okusheshayo kwe-Azure.
Ukusabela kwemakethe nokuvumelana komhlaziyi
Ngemva kokumenyezelwa kokuthuthukiswa, intengo yesitoko yaqala ukukhuphuka. imakethe 1,41%Onyakeni kuze kube manje, iMicrosoft iphinde yaqinisekisa ubuholi bayo ngokunyuka kwama-24%, okudlula cishe inani I-21% ye-Nasdaq 100.
Lesi sinyathelo silethe ukuvumelana eduze nakakhulu: Cishe u-99% wabahlaziyi batusa ukuthengaNjengoba kunezindlu ezingama-73 ezimboza inani kanye nezikhundla ezingathathi hlangothi (kanye ne-Hedgeye njengehlukile) futhi azikho izincomo zokudayiswa. Ngethagethi ye $586Inkampani ilinganisela amandla engeziwe asondele ku-12% kusuka kumazinga akamuva.
Imithelela eYurophu naseSpain
Kumtshali-zimali waseYurophu naseSpain, ithisisi inikeza inhlanganisela ukuchayeka ku-AI ngephrofayili yokuzivikela sibonga amabhizinisi e-Microsoft avuthiwe. Iphinde igxile ezintweni zendawo njenge escrutinio regulatorio ye-European Union kanye nokuzivumelanisa nezintengo namasevisi emithethweni yedatha.
Emgqeni webhizinisi waseSpain nakulo lonke elaseYurophu, ukwamukelwa kwe I-Azure ne-Microsoft 365 Lokhu kungasheshisa ukuhlanganiswa kwe-AI kuzinqubo zansuku zonke. Uma i-Microsoft inyusa inani lokubhaliselwe kwayo kwe-Copilot kanye nezinsiza ezihlobene, izinkampani zingabona izinguquko ezakhiweni zezindleko I-IT nokukhiqiza, okunomthelela oqondile ekusebenzeni kahle.
Izindlela zokukhula kanye nemodeli yebhizinisi
I-Guggenheim ihlela umbono wayo ngezinsika ezintathu ezithi, zihlangene, zisekele umjikelezo wokutshala imali IA ngaphandle kokudela inzuzo.
- I-Azure njengengqalasizinda: ukuthola isidingo sekhompuyutha ye-AI ngemodeli yokusetshenziswa ephindaphindayo.
- Ukukhiqiza nge-AIUkwenza imali okuqondile ku-Microsoft 365 nge-Copilot nezici ezithuthukisiwe kusisekelo esifakiwe esivelele.
- Amafasitela kanye ne-PC ecosystem: injini yemali nemajini ehlinzeka ngokuzinza kanye namandla okutshala imali angenakuqhathaniswa.
Izingozi neziguquguqukayo okufanele ziqashwe
La ukuhlolwa Kuyadinga, futhi uGuggenheim ngokwakhe uyavuma ukuthi iMicrosoft ingase ingalokothi ihwebe ngokuphindaphinda okubhekwa "njengokushibhile".Ukukhishwa kwe-AI okuhamba kancane, noma izidingo ezinkulu zokutshala imali ezikhungweni zedatha, kungafaka ingcindezi kumamajini esikhathi esifushane plazo.
Umncintiswano uhlala ushubile, nge I-AWS ne-Google Cloud isheshisa ukubhejwa kwayo. EYurophu, inkampani iphinde ibhekane nezinselele ezingase zibe khona. ukungathembeki nokuvikelwa kwedathaizici ezingaba nomthelela kwijubane lokwamukelwa kanye nenqubomgomo yentengo.
Ama-catalysts azayo
Imakethe izoba nolwazi olwengeziwe ngokushicilelwa kwemiphumela yekota yokuqala ngo Okthoba 29 (Isikhathi SaseMpumalanga). Kuzogxilwa esilinganisweni sokukhula esixhumene ne-AI, umhlahlandlela wokusetshenziswa kwemali enkulu engqalasizinda kanye nokuvela kwe inhlanganisela yamamajini.
Isinyathelo sikaGuggenheim siqinisa iMicrosoft njengembangi yokubamba umfutho we ubuhlakani bokwenziwa ngaphandle kokulahlekelwa ukusimama kwamabhizinisi asungulwe njengeWindows neHhovisiKubatshalizimali eSpain naseYurophu, kuvela njengendlela engase iguquguquke kancane yokuthola ukuchayeka ku-AI, nakuba ubungozi obuhlobene nokulinganisa, ukuncintisana, kanye nokulawulwa kusaqhubeka.
Ngingumshisekeli wezobuchwepheshe oguqule izintshisekelo zakhe "ze-geek" zaba umsebenzi. Ngichithe iminyaka engaphezu kwengu-10 yempilo yami ngisebenzisa ubuchwepheshe obusezingeni eliphezulu kanye nokukitaza ngazo zonke izinhlobo zezinhlelo ngenxa yelukuluku lokufuna ukwazi. Manje sengiqeqeshelwe ubuchwepheshe be-computer nemidlalo yama-video. Lokhu kungenxa yokuthi sekuphele iminyaka engaphezu kwengu-5 ngisebenza ngokubhalela amawebhusayithi ahlukahlukene ezobuchwepheshe nemidlalo yevidiyo, ngenza izindatshana ezifuna ukukunikeza imininingwane oyidingayo ngolimi oluqondakala yiwo wonke umuntu.
Uma unemibuzo, ulwazi lwami lusukela kuyo yonke into ehlobene nesistimu yokusebenza ye-Windows kanye ne-Android yomakhalekhukhwini. Futhi ukuzibophezela kwami kuwe, ngihlala ngizimisele ukuchitha amaminithi ambalwa futhi ngikusize uxazulule noma yimiphi imibuzo ongase ube nayo kulo mhlaba we-inthanethi.