Wedbush Analyst Dan Ives: 'Tidal Wave Of Copilot And Azure Monetization Now On The Doorstep' For Redmond
Wedbush Analyst Dan Ives: 'Tidal Wave Of Copilot And Azure Monetization Now On The Doorstep' For Redmond
Wedbush Securities analyst Dan Ives has raised the price target for $Microsoft (MSFT.US)$ from $500 to $550, citing positive AI customer feedback and the increasing monetization of Copilot and Azure.
Wedbush证券分析师丹·艾夫斯已将价格目标从500美元上调至550美元$微软 (MSFT.US)$称赞人工智能客户反馈积极和Copilot、Azure的增加货币化，我们现在把微软的价格目标从500美元上调至550美元。
What Happened: Ives took to X to announce the price target increase on Sunday. The analyst highlighted the growing interest in Microsoft's AI offerings and the imminent monetization of Azure, a cloud computing service, as the primary reasons for the bullish outlook.
发生了什么事：艾维斯在周日登上X网宣布了目标价格的上涨。分析师强调了人们对Microsoft人工智能服务的越来越感兴趣，以及云计算服务Azure即将变现，这是看好前景的主要原因。
"We are raising our price target on Microsoft from $500 to $550 reflecting incrementally bullish recent AI customer checks with a tidal wave of Copilot and Azure monetization now on the doorstep for MSFT. We have seen AI deal conversions for the enterprise accelerating," Ives wrote.
“我们将Microsoft的目标股价从500美元上调至550美元，反映出最近非常积极的人工智能客户检查结果，Copilot和Azure即将变现潮已经来临，我们已经看到企业的人工智能交易加速。”艾维斯写到。
We are raising our price target on Microsoft from $500 to $550 reflecting incrementally bullish recent AI customer checks with a tidal wave of Copilot and Azure monetization now on the doorstep for MSFT. We have seen AI deal conversions for the enterprise accelerating
— Dan Ives (@DivesTech) June 16, 2024
我们将微软的目标价格从500美元上调至550美元，反映出最近的人工智能客户检查积极看涨，并有Copilot和Azure货币化浪潮在微软的门口。我们看到企业的AI交易加速，微软的股票在过去12个月中上涨了29%。
— 丹·艾维斯 (@DivesTech) 2024年6月16日
Microsoft stock gained over 29% in the last 12 months. Investors can gain exposure to the stock via $Vanguard Total Stock Market ETF (VTI.US)$ and $The Technology Select Sector SPDR® Fund (XLK.US)$.
Microsoft股票在过去12个月中上涨了29%。投资者可以通过整体股市指数etf-vanguard($Vanguard Total Stock Market ETF(VTI.US)$)获得股票的利润$整体股市指数ETF-Vanguard (VTI.US)$和页面。$科技行业精选指数ETF-SPDR (XLK.US)$.
Why It Matters: Microsoft has been making significant strides in the AI and cloud computing sectors. The company recently announced a $7.16 billion investment in the construction of new data centers in Aragon, Spain, over the next ten years. This move is expected to bolster Microsoft's cloud infrastructure and enhance its Azure services.
为云基础建设投资716亿美元至少在未来十年分布在阿拉贡，西班牙的新数据中心。这一举措有望增强微软的云基础架构并增强其Azure服务。
Despite a recent setback with its AI feature, Recall, Microsoft remains committed to AI innovation. CEO Satya Nadella has been driving the company's AI strategy, making significant investments and partnerships.
尽管最近AI功能Recall遇到了挫折，但微软仍然致力于AI创新。 CEO Satya Nadella一直在推动公司的人工智能战略，进行重大投资和合作。
Moreover, Microsoft's decision to develop an Arm-based PC chip, in collaboration with MediaTek, is set to challenge Intel's market dominance. This development aligns with Microsoft's focus on AI applications, potentially further boosting the company's position in the AI and cloud computing markets.
此外，微软与联发科技共同开发Arm芯片的决定将挑战英特尔的市场主导地位。这一发展符合微软对AI应用的关注，可能进一步提升公司在AI和云计算市场中的位置。
Price Action: Microsoft Corp. closed at $442.57, up 0.22% on Friday; in after-hours trading, it dipped 0.036%. The stock has gained 19.33% year to date, according to the data from Benzinga Pro.
股票价格：根据Benzinga Pro的数据，微软公司周五收于442.57美元，上涨了0.22％；在盘后交易中，下跌了0.036％。据悉，该股票今年迄今为止上涨了19.33％。
This story was generated using Benzinga Neuro and edited by Kaustubh Bagalkote
这个故事是使用Benzinga Neuro生成的，并由Kaustubh Bagalkote编辑