AI赢家光环闪耀，微软股价时隔一年再创新高

智通财经2025-06-06

6月6日，微软股价在周四创下历史新高，打破了近一年前的最高纪录，因为投资者越来越认为这家软件巨头是人工智能(AI)领域的主要赢家。微软股价周四上涨0.8%，至467.68美元，超过了去年7月份创下的峰值。该股已较4月份的低点攀升逾30%。这轮上涨使微软的市值增加了8000多亿美元，达到约3.48万亿美元，成为全球市值最高的公司，略高于人工智能时代另一个大赢家英伟达，后者的市值为3.42万亿美元。...

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表示：“微软在其产品线上占据了有利地位，具有将人工智能真正货币化的能力。我认为，当我们在三到四年后回顾时，它将成为从人工智能中受益最多的公司之一。”虽然微软是七大巨头中距离上次创下新高时间最长的股票，但它从未失宠。美国银行的数据显示，微软是多头基金持有最多的股票，其中91%的基金持有该股。此外，Bloomberg追踪的分析师中，超过90%的人建议买入微软股票，而没有人给出卖出评级。如此乐观的共识有时可能会被视为反向危险信号，但华尔街分析师似乎并不认为微软的涨势会很快结束：分析师的平均目标价暗示未来12个月有望上涨两位数。Awad表示：“微软应该会继续以惊人的速度增长，而且股价看起来不会过高。当所有人都达成共识时，可能会让人感到不安，但就目前而言，我认为共识是正确的。”","kind":"news","is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":false,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":2,"commentSize":0,"repostSize":0,"favoriteSize":3,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; 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