Tanyl
2022-01-15
It is almost the time to in for MSFT
Microsoft Likely to Be a Metaverse 'Winner,' Bernstein Says<blockquote>Bernstein表示，微软可能成为虚拟宇宙的“赢家”</blockquote>
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While this potential next driver of growth is not part of our thesis today it could be a meaningful driver for numerous parts of the business."</li><li>Microsoft (MSFT) shares are up more than 1% to $307.94in mid-day trading.</li><li>There's a lot of hype surrounding the metaverse and just exactly what it will entail, but one thing is clear, Moerdler believes: that it will be good for enterprise software and different companies will see upside depending on what they offer and how it evolves.</li><li>Though Microsoft (MSFT) is expected to be the "big winner," according to Bernstein's Moerdler, other software companies are also likely to benefit, notably Adobe(NASDAQ:ADBE)and Salesforce.com(NYSE:CRM).</li><li>Salesforce's acquisition of Slack is being integrated into its existing customer relationship management solutions and the company has been positive about the metaverse, particularly as it relates to marketing. "We would expect to see meaningful investments by Salesforce in the Multiverse including one or more acquisitions to capture IP, market position, market share, and of course revenue," Moerdler explained.</li><li>Adobe (ADBE) could see upside from its Creative Cloud suite, "especially as more and different types of content creators will be required," Moerdler explained.</li><li>Nonetheless, the firm believes that it is Microsoft (MSFT) that will likely benefit the most, as "the best probability of success is going to be based, in our opinion, on those companies with the depth and breadth of functionality that could be required by the Metaverse as well as the market position and financial position to drive a successful outcome."</li><li>On Thursday, Microsoft (MSFT)said it hired a law firm to look into the company's sexual harassment policies.</li></ul></body></html></p><p><blockquote><html><head></head><body><ul><li>投资公司Bernstein指出，微软（纳斯达克股票代码：MSFT）很可能成为虚拟宇宙的“大”赢家之一，并指出从概念到现实的旅程将有利于软件支出，特别是来自华盛顿州雷德蒙市的软件支出。总部位于华盛顿州的科技巨头。</li><li>分析师Mark Moerdler博士对Satya Nadella领导的公司的评级为跑赢大盘，目标价为364美元，他指出，微软今天处于有利地位，可以帮助提供元宇宙平台，即使它仍然是一个新生的想法：它拥有Azure平台，它已经创建了HoloLens和混合现实设备、微软图来了解一个人的关系以及他们如何互动；微软Mesh，其在游戏和LinkedIn方面的专业知识，以帮助推动元宇宙的商业社交方面。</li><li>Moerdler在给客户的一份报告中写道：“微软正在提供许多人预期的虚拟宇宙所需的东西。”虽然这种潜在的下一个增长驱动力不是我们今天论文的一部分，但它可能是业务许多部分的有意义的驱动力。”</li><li>微软(MSFT)股价在午盘交易中上涨超过1%，至307.94美元。</li><li>围绕元宇宙以及它到底需要什么有很多炒作，但Moerdler认为，有一点是明确的：它将有利于企业软件，不同的公司将看到上升空间，这取决于他们提供什么以及它如何发展。</li><li>Bernstein的Moerdler表示，尽管微软(MSFT)预计将成为“大赢家”，但其他软件公司也可能受益，特别是Adobe（纳斯达克股票代码：ADBE）和Salesforce.com（纽约证券交易所股票代码：CRM）。</li><li>Salesforce对Slack的收购正在整合到其现有的客户关系管理解决方案中，该公司一直对元宇宙持积极态度，特别是在营销方面。Moerdler解释说：“我们希望看到Salesforce在多元宇宙中进行有意义的投资，包括一项或多项收购，以获取知识产权、市场地位、市场份额，当然还有收入。”</li><li>Adobe(ADBE)可能会看到其Creative Cloud套件的优势，“特别是在需要更多不同类型的内容创作者的情况下，”Moerdler解释道。</li><li>尽管如此，该公司认为微软（MSFT）可能会受益最大，因为“在我们看来，成功的最佳可能性将基于那些具有功能深度和广度的公司。虚拟宇宙以及市场地位和财务状况来推动成功的结果。”</li><li>周四，微软（MSFT）表示，已聘请一家律师事务所调查该公司的性骚扰政策。</li></ul></body></html></blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMicrosoft Likely to Be a Metaverse 'Winner,' Bernstein Says<blockquote>Bernstein表示，微软可能成为虚拟宇宙的“赢家”</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Seeking Alpha</strong><span class=\"h-time small\">2022-01-15 10:00</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body><ul><li>Microsoft(NASDAQ:MSFT)is likely to be one of the "big" winners in the metaverse, investment firm Bernstein noted, pointing out that the journey from concept to reality will be beneficial for software spending, particularly from the Redmond, Washington-based tech giant.</li><li>Analyst Dr. Mark Moerdler, who rates the Satya Nadella-led company outperform with a $364 price target, notes that Microsoft is well positioned to help deliver a metaverse platform today, even if it's still a nascent idea: it has the Azure platform, it's already created the HoloLens and Mixed Reality devices, Microsoft Graph to understand a person's relationships and how they interact; Microsoft Mesh, its expertise in gaming as well as LinkedIn, to help drive the business social aspect of the metaverse.</li><li>"Microsoft is delivering on what many expect will be needed for the Metaverse," Moerdler wrote in a note to clients." While this potential next driver of growth is not part of our thesis today it could be a meaningful driver for numerous parts of the business."</li><li>Microsoft (MSFT) shares are up more than 1% to $307.94in mid-day trading.</li><li>There's a lot of hype surrounding the metaverse and just exactly what it will entail, but one thing is clear, Moerdler believes: that it will be good for enterprise software and different companies will see upside depending on what they offer and how it evolves.</li><li>Though Microsoft (MSFT) is expected to be the "big winner," according to Bernstein's Moerdler, other software companies are also likely to benefit, notably Adobe(NASDAQ:ADBE)and Salesforce.com(NYSE:CRM).</li><li>Salesforce's acquisition of Slack is being integrated into its existing customer relationship management solutions and the company has been positive about the metaverse, particularly as it relates to marketing. "We would expect to see meaningful investments by Salesforce in the Multiverse including one or more acquisitions to capture IP, market position, market share, and of course revenue," Moerdler explained.</li><li>Adobe (ADBE) could see upside from its Creative Cloud suite, "especially as more and different types of content creators will be required," Moerdler explained.</li><li>Nonetheless, the firm believes that it is Microsoft (MSFT) that will likely benefit the most, as "the best probability of success is going to be based, in our opinion, on those companies with the depth and breadth of functionality that could be required by the Metaverse as well as the market position and financial position to drive a successful outcome."</li><li>On Thursday, Microsoft (MSFT)said it hired a law firm to look into the company's sexual harassment policies.</li></ul></body></html></p><p><blockquote><html><head></head><body><ul><li>投资公司Bernstein指出，微软（纳斯达克股票代码：MSFT）很可能成为虚拟宇宙的“大”赢家之一，并指出从概念到现实的旅程将有利于软件支出，特别是来自华盛顿州雷德蒙市的软件支出。总部位于华盛顿州的科技巨头。</li><li>分析师Mark Moerdler博士对Satya Nadella领导的公司的评级为跑赢大盘，目标价为364美元，他指出，微软今天处于有利地位，可以帮助提供元宇宙平台，即使它仍然是一个新生的想法：它拥有Azure平台，它已经创建了HoloLens和混合现实设备、微软图来了解一个人的关系以及他们如何互动；微软Mesh，其在游戏和LinkedIn方面的专业知识，以帮助推动元宇宙的商业社交方面。</li><li>Moerdler在给客户的一份报告中写道：“微软正在提供许多人预期的虚拟宇宙所需的东西。”虽然这种潜在的下一个增长驱动力不是我们今天论文的一部分，但它可能是业务许多部分的有意义的驱动力。”</li><li>微软(MSFT)股价在午盘交易中上涨超过1%，至307.94美元。</li><li>围绕元宇宙以及它到底需要什么有很多炒作，但Moerdler认为，有一点是明确的：它将有利于企业软件，不同的公司将看到上升空间，这取决于他们提供什么以及它如何发展。</li><li>Bernstein的Moerdler表示，尽管微软(MSFT)预计将成为“大赢家”，但其他软件公司也可能受益，特别是Adobe（纳斯达克股票代码：ADBE）和Salesforce.com（纽约证券交易所股票代码：CRM）。</li><li>Salesforce对Slack的收购正在整合到其现有的客户关系管理解决方案中，该公司一直对元宇宙持积极态度，特别是在营销方面。Moerdler解释说：“我们希望看到Salesforce在多元宇宙中进行有意义的投资，包括一项或多项收购，以获取知识产权、市场地位、市场份额，当然还有收入。”</li><li>Adobe(ADBE)可能会看到其Creative Cloud套件的优势，“特别是在需要更多不同类型的内容创作者的情况下，”Moerdler解释道。</li><li>尽管如此，该公司认为微软（MSFT）可能会受益最大，因为“在我们看来，成功的最佳可能性将基于那些具有功能深度和广度的公司。虚拟宇宙以及市场地位和财务状况来推动成功的结果。”</li><li>周四，微软（MSFT）表示，已聘请一家律师事务所调查该公司的性骚扰政策。</li></ul></body></html></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/news/3788374-microsoft-likely-to-be-a-metaverse-winner-bernstein-says\">Seeking Alpha</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MSFT":"微软"},"source_url":"https://seekingalpha.com/news/3788374-microsoft-likely-to-be-a-metaverse-winner-bernstein-says","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1111390927","content_text":"Microsoft(NASDAQ:MSFT)is likely to be one of the \"big\" winners in the metaverse, investment firm Bernstein noted, pointing out that the journey from concept to reality will be beneficial for software spending, particularly from the Redmond, Washington-based tech giant.Analyst Dr. Mark Moerdler, who rates the Satya Nadella-led company outperform with a $364 price target, notes that Microsoft is well positioned to help deliver a metaverse platform today, even if it's still a nascent idea: it has the Azure platform, it's already created the HoloLens and Mixed Reality devices, Microsoft Graph to understand a person's relationships and how they interact; Microsoft Mesh, its expertise in gaming as well as LinkedIn, to help drive the business social aspect of the metaverse.\"Microsoft is delivering on what many expect will be needed for the Metaverse,\" Moerdler wrote in a note to clients.\" While this potential next driver of growth is not part of our thesis today it could be a meaningful driver for numerous parts of the business.\"Microsoft (MSFT) shares are up more than 1% to $307.94in mid-day trading.There's a lot of hype surrounding the metaverse and just exactly what it will entail, but one thing is clear, Moerdler believes: that it will be good for enterprise software and different companies will see upside depending on what they offer and how it evolves.Though Microsoft (MSFT) is expected to be the \"big winner,\" according to Bernstein's Moerdler, other software companies are also likely to benefit, notably Adobe(NASDAQ:ADBE)and Salesforce.com(NYSE:CRM).Salesforce's acquisition of Slack is being integrated into its existing customer relationship management solutions and the company has been positive about the metaverse, particularly as it relates to marketing. \"We would expect to see meaningful investments by Salesforce in the Multiverse including one or more acquisitions to capture IP, market position, market share, and of course revenue,\" Moerdler explained.Adobe (ADBE) could see upside from its Creative Cloud suite, \"especially as more and different types of content creators will be required,\" Moerdler explained.Nonetheless, the firm believes that it is Microsoft (MSFT) that will likely benefit the most, as \"the best probability of success is going to be based, in our opinion, on those companies with the depth and breadth of functionality that could be required by the Metaverse as well as the market position and financial position to drive a successful outcome.\"On Thursday, Microsoft (MSFT)said it hired a law firm to look into the company's sexual harassment policies.","news_type":1,"symbols_score_info":{"MSFT":0.9}},"isVote":1,"tweetType":1,"viewCount":4409,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":28,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/697300277"}
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