AI浪潮下的估值阵痛？瑞穗“连砍三刀”：下调Atlassian(TEAM.US)、Cloudflare(NET.US)及微软(MSFT.US)目标价

智通财经01-22

智通财经获悉，周三，投资机构瑞穗证券下调了对多家科技公司的目标股价，使Atlassian(TEAM.US)、Cloudflare(NET.US)和微软(MSFT.US)成为市场关注焦点。瑞穗将Atlassian的目标价从245美元下调至225美元，Cloudflare目标价从280美元调降至255美元，微软目标价从640美元调整至620美元。该机构维持对这三家公司的"跑赢大市"评级。分析师...

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Mizuho \"cuts three knives in a row\": lowers the target prices of Atlassian (TEAM.US), Cloudflare (NET.US) and Microsoft (MSFT.US)","themeId":"955e834663e52458956c28d2f1f7000b","isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"MSFT":1.95,"NET":1.94,"TEAM":1.96},"content_text":"智通财经获悉，周三，投资机构瑞穗证券下调了对多家科技公司的目标股价，使Atlassian(TEAM.US)、Cloudflare(NET.US)和微软(MSFT.US)成为市场关注焦点。瑞穗将Atlassian的目标价从245美元下调至225美元，Cloudflare目标价从280美元调降至255美元，微软目标价从640美元调整至620美元。该机构维持对这三家公司的\"跑赢大市\"评级。分析师Gregg Moskowitz在客户报告中指出：\"我们第四季度的市场调研整体表现稳健。公有云/消费数据点普遍良好，人工智能应用需求依然非常强劲。网络安全需求较为健康，SaaS领域也展现出韧性。但需要指出的是，部分调研显示年底预算集中释放力度较往常有所缓和。此外，投资者对AI引发行业颠覆的持续担忧，继续压制多家软件公司的估值倍数，SaaS板块尤为明显。\"Moskowitz进一步分析称：\"从估值角度看，当前未来十二个月企业价值销售额倍数较五年峰值低55%，较平均水平低30%。我们认为未来十二个月的风险回报比颇具吸引力，但较高的不确定性可能带来异常挑战和波动路径。\"该行称，综合考量，在财报季前，最看好的的个股是Atlassian和微软。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-1","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":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.42.0","shortVersion":"4.42.0","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2605724457","isCrawlerRequest":true}