高盛：微软目标价600美元看好Maia 200提升AI毛利率

环球市场播报02-26

微软于1月26日公布了其新一代定制AI推理加速芯片，高盛称，Maia 200提升了微软AI算力的性价比。　　高盛分析师Gabriela Borges及其团队在分析Maia 200对微软股价的影响后发布了新的研究报告。　　该团队表示，这对微软AI算力服务的性价比，以及其长期战略——让Azure中AI算力毛利率达到与基于CPU的Azure业务相当水平——具有重大积极意义。　　分析师指出了以下...

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margin","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"MSFU":0.6,"MSFD":0.6,"MSFO":0.6,"MSFW":0.6,"MSFX":0.6,"MSFY":0.6,"MSFL":0.6,"MSFT":1.96},"content_text":"微软于1月26日公布了其新一代定制AI推理加速芯片，高盛称，Maia 200提升了微软AI算力的性价比。\n　　高盛分析师Gabriela Borges及其团队在分析Maia 200对微软股价的影响后发布了新的研究报告。\n　　该团队表示，这对微软AI算力服务的性价比，以及其长期战略——让Azure中AI算力毛利率达到与基于CPU的Azure业务相当水平——具有重大积极意义。\n　　分析师指出了以下局限性：\n　　Maia大规模正式投产运行后的性能数据仍有待观察；\n　　完善相关软件生态将是关键；\n　　竞争格局仍在演变。\n　　该团队认为，芯片布局多元化对微软实现更高毛利率和AI算力投资回报至关重要。他们补充道，微软相信AI算力毛利率将逐步接近基于CPU的算力业务。\n　　Borges认为，英伟达短期内仍将在加速芯片市场保持领先地位，得益于其上市时间优势、“CUDA护城河”以及快速的创新节奏。\n　　长期来看，她认为面向内部工作负载的专用集成电路（ASIC）将越来越多。\n　　她指出，随着原始算力接近物理极限，未来性能与成本的进一步提升将来自网络、内存和封装等领域的创新。Borges认为，英伟达和博通最有能力利用这些领域的进展。\n　　在一份研究报告中，Borges重申对微软股票的买入评级，目标价600美元。\n　　高盛分析师提到了下行风险因素：\n　　OpenAI合作带来的收入贡献低于预期；\n　　自研芯片推进周期长于预期；\n　　项目投资超出预期；\n　　关键管理层变动；\n　　向定制软件转型力度加大，可能对应用业务产生负面影响。\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：陈钰嘉","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 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高盛：微软目标价600美元 看好Maia 200提升AI毛利率

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高盛：微软目标价600美元看好Maia 200提升AI毛利率