投行奥本海默上调微软至“跑赢大盘”：AI潜力仍未充分定价

智通财经网2025-07-09

周三，投行奥本海默上调了对微软公司(MSFT.US)的评级。华尔街对这家软件巨头在人工智能领域的强劲地位已形成越来越广泛的共识，此次上调进一步印证了这一点。分析师布莱恩·施瓦茨将微软的评级从“持有”上调至“跑赢大盘”。他表示，尽管微软股价今年表现优异且已接近历史高点，但当前496.62美元的股价仍未充分反映其在人工智能领域的上行潜力。他在报告中写道，“微软人工智能业务的持续强劲增长潜力尚未完全体现...

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