微软评级一周两连降，AI高投入与盈利难题成市场焦点

北创财经02-13

资本开支激增而云计算增速放缓，微软正面临AI变现之路上的严峻考验。华尔街对微软的耐心正在减弱。在不到一周的时间内，微软股票罕见地连续两次遭到评级下调。Melius Research周一将微软评级从“买入”下调至“持有”，紧随Stifel上周的类似行动。这两次评级下调均指向微软在人工智能领域的高额投入与盈利模式之间的不平衡。分析师们特别担忧微软Azure云计算业务增长放缓、资本开支大幅增加以及...

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