Zakaj analitiki Microsoft označujejo za najboljšo delnico v tem trenutku?

Družba Morgan Stanley je Microsoft uvrstila med najboljše naložbene izbire in zvišala ciljno ceno delnice. Razlog za to je vse večji vpliv oblaka in hitro rastoča monetizacija umetne inteligence, ki po mnenju analitikov dajeta Microsoftu prednost pred konkurenti.

Tehnološki sektor v zadnjih letih spodbujata predvsem dva megatrenda: računalništvo v oblaku in umetna inteligenca. Medtem ko je oblak postal standard za infrastrukturo IT v podjetjih in vztrajno povečuje svoj tržni delež, generativna umetna inteligenca šele začenja kazati svoj pravi potencial.

Microsoft je s svojo dvojno izpostavljenostjo - močno platformo v oblaku Azure in strateškim povezovanjem z OpenAI - v edinstvenem položaju, da lahko izkoristi oba trenda hkrati. Prav zaradi te kombinacije so analitiki družbe Morgan Stanley to podjetje označili za najboljšo naložbeno izbiro v sektorju programske opreme.

Odločitev banke Morgan Stanley

Investicijska banka Morgan Stanley je Microsoft uvrstila med "najboljšo izbiro" v sektorju…

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