摩根士丹利：Microsoft_ 1Q25 预览 – 透过树木看森林
摩根大通·2024-10-21 15:21
M Idea Microsoft | North America October 17, 2024 04:01 AM GMT 1Q25 Preview – Seeing the Forest Through the Trees Investor sentiment has turned more negative as a 'wall of worry' around Gross Margins, Capex, GenAI monetization and the OpenAI relationship builds. Given Microsoft's leading positioning in the nascent GenAI opportunity, these concerns likely prove transitory, providing an attractive entry point. Share underperformance and negative investor sentiment on Microsoft, create an attractive set up for ...