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?市值破4万亿美元的微软(MSFT.US)涨势未止! Microsoft365 涨价浪潮强化“增长叙事”
Zhi Tong Cai Jing· 2025-08-21 03:57
(原标题:?市值破4万亿美元的微软(MSFT.US)涨势未止! Microsoft365 涨价浪潮强化"增长叙事") 智通财经APP获悉,美国科技巨头微软(MSFT.US)近日在一份公告中表示,计划不久后停止在企业购买包括Office系列办公软件组合在内的 Microsoft 365生产力软件订阅和其他云软件产品线时提供折扣。??NexusTek的一位高管表示,这一变化可能会导致价格上涨10%或更多。 自该公告发布以来,华尔街分析师们已给出客户们最终将多支付多少额外费用的估算报告。但对于试图弄清这一切对微软财务基本面意味着什么 的投资者们而言,来自国际大行瑞银集团(UBS)的分析师们表示,这一涨价变化可能已经计入微软管理层前不久给出的业绩指引,但是新增订阅 用户的营收无疑将比以往更加强劲,尤其是有望带来更强劲的Microsoft 365+"Copilot for Microsoft 365 "联合订阅规模。? "在我们看来,可以放心假设定价变化的影响已包含在微软官方给出的业绩预测中。"来自瑞银的分析师们在周二晚间的一份研究报告中写道。瑞 银对该股给予"买入"评级,与此同时对于微软12个月内目标价预期则高达65 ...
Nvidia Just Topped a $4 Trillion Market Cap, but a Different Artificial Intelligence (AI) Giant Is Headed to $4.5 Trillion, According to a Certain Wall Street Analyst
The Motley Fool· 2025-07-20 08:55
Core Insights - Nvidia has become the world's first $4 trillion company, driven by significant investments in AI infrastructure and its GPUs [1][2] - Nvidia faces challenges from competitors improving their price performance and its major customers developing custom silicon for AI applications [2][6] - Microsoft is positioned to potentially reach a $4.5 trillion market cap, with strong growth in Azure cloud computing and AI tools [3][12] Nvidia's Market Position - Nvidia is the leader in AI chip development, supported by advanced technology and proprietary software like CUDA [5] - Major customers like Meta and Microsoft are reducing reliance on Nvidia by developing their own chips for AI training [6][7] - Despite challenges, Nvidia's position is currently secure, especially with the U.S. reversing its ban on certain chip sales to China, which is expected to boost earnings [9][10] Microsoft as a Competitor - Microsoft is the closest competitor to Nvidia, with a market cap of approximately $3.8 trillion and potential for growth [12] - Analysts are optimistic about Microsoft's Azure revenue growth, driven by demand for AI computing power [13][14] - The potential of Microsoft's Copilot Studio could enhance its enterprise software offerings and increase cash flow for further investments [15][16] Valuation Perspectives - Nvidia's stock trades at a premium, nearing 40 times forward earnings estimates, which may limit its growth compared to other AI companies [10] - Microsoft shares are also considered expensive at about 33 times forward earnings, but this is justified by its leadership in AI and cloud computing [16] - Oppenheimer analysts have updated Nvidia's price target to $200 per share, suggesting a market cap of $4.9 trillion, but Microsoft is viewed as a more attractive investment at current prices [17]