大摩对SAP评级为“增持”并指出该股为其首选股

Core Viewpoint - Morgan Stanley has upgraded SAP's stock rating to "Overweight," identifying it as a preferred stock due to anticipated improvement in Q2 performance and continued growth acceleration driven by S/4HANA transformation, AI investments, and long-term trends towards public cloud readiness [1] Summary by Categories Company Performance - A survey of several SAP channel partners indicates that SAP's Q2 performance is expected to improve [1] - Growth is projected to continue accelerating, supported by ongoing initiatives [1] Strategic Initiatives - The transformation towards S/4HANA is highlighted as a key driver for growth [1] - Investments in artificial intelligence (AI) are also noted as a significant factor contributing to the company's positive outlook [1] Market Position - Morgan Stanley has set a target price of €285.00 for SAP's stock, reinforcing its position as a top pick in the market [1]