当时21年新能源浪潮_老虎社区_美港股上老虎

当时21年新能源浪潮的时候，也是华尔街大唱歌：Iaas，Paas，Saas，

从基建淘金迈向应用变现！高盛研判：AI主线迎来重大切换，微软有望成核心受益者

AI牛市正在迎来重要分水岭。$高盛$指出，$微软$凭借深度嵌入亿万职场人日常工作软件生态，有望成为这一轮风格切换的核心受益者。过去市场炒作AI，焦点集中在底层算力基建;而产业推进至新阶段，如何面向海量企业落地可商用AI服务，成为胜负关键。搭建AI基础设施造就了第一轮AI牛市赢家，而帮助企业日常应用AI则可能催生下一批赢家，高盛看好微软抢占这一赛道先机。

从基建淘金迈向应用变现！高盛研判：AI主线迎来重大切换，微软有望成核心受益者

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{"i18n":{"language":"zh_CN"},"data":{"magic":2,"id":593505496834384,"tweetId":"593505496834384","gmtCreate":1785908095436,"gmtModify":1785908097431,"author":{"id":3503176530513854,"idStr":"3503176530513854","authorId":3503176530513854,"authorIdStr":"3503176530513854","name":"邓文 鄧文 邓闻","avatar":"https://static.tigerbbs.com/f2ca16674f05ce7610dac8b312ef4f5b","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[],"fanSize":1759,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"title":"","html":"<html><head></head><body><p>当时21年新能源浪潮的时候，也是华尔街大唱歌：Iaas，Paas，Saas，</p></body></html>","htmlText":"<html><head></head><body><p>当时21年新能源浪潮的时候，也是华尔街大唱歌：Iaas，Paas，Saas，</p></body></html>","text":"当时21年新能源浪潮的时候，也是华尔街大唱歌：Iaas，Paas，Saas，","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/593505496834384","repostId":2656453632,"repostType":4,"repost":{"id":"2656453632","kind":"news","pubTimestamp":1785838174,"share":"https://www.laohunote.com/m/news/2656453632?lang=zh_CN&edition=full","pubTime":"2026-08-04 18:09","market":"us","language":"zh","title":"从基建淘金迈向应用变现！高盛研判：AI主线迎来重大切换，微软有望成核心受益者","url":"https://stock-news.laohu8.com/highlight/detail?id=2656453632","media":"智通财经","summary":"AI牛市正在迎来重要分水岭。$高盛$指出，$微软$凭借深度嵌入亿万职场人日常工作软件生态，有望成为这一轮风格切换的核心受益者。过去市场炒作AI，焦点集中在底层算力基建;而产业推进至新阶段，如何面向海量企业落地可商用AI服务，成为胜负关键。搭建AI基础设施造就了第一轮AI牛市赢家，而帮助企业日常应用AI则可能催生下一批赢家，高盛看好微软抢占这一赛道先机。","content":"<html><head></head><body><p style=\"text-align: left;\">AI牛市正在迎来重要分水岭。过去两年，资金追捧芯片、网络设备供应商等AI“卖铲人”，但风向正在转变，投资者不再单纯追逐更庞大的模型或数据中心，而是要求AI能够带来可量化的真实回报。<a href=\"https://laohu8.com/S/GS\">高盛</a>指出，<a href=\"https://laohu8.com/S/MSFT\">微软</a>凭借深度嵌入亿万职场人日常工作软件生态，有望成为这一轮风格切换的核心受益者。</p><p style=\"text-align: left;\">高盛在最新月度报告中将微软纳入其美国“确信买入名单”(Conviction List)，同时维持对该股的“买入”评级，并将目标价从610美元上调至640美元，较当前股价水平高出31%。更重要的是，“确信买入名单”是该行筛选出的‌最具上涨潜力‌和‌最高信心级别‌的投资标的组合，被列入该名单表明高盛对微软的看好程度高于常规 “买入” 评级。</p><p style=\"text-align: left;\">高盛软件行业分析师加布里埃拉·博尔赫斯指出，AI投资的叙事正在发生微妙但意义重大的转向：资金重心将逐步从AI模型训练基础设施供应商，转向能够把AI转化为持续性企业收入的平台。</p><h2 style=\"text-align: left;\"><strong>企业级AI应用正成为微软最大机遇</strong></h2><p style=\"text-align: left;\">企业级AI赛道被视为微软当下最重要的增长主线。过去市场炒作AI，焦点集中在底层算力基建;而产业推进至新阶段，如何面向海量企业落地可商用AI服务，成为胜负关键。</p><p style=\"text-align: left;\">微软最新一季财报，已经给市场展示出AI投入开始转化为实质收益的明确证据。财报显示，微软Q4营收900.1亿美元，同比增长18%，远超分析师预期的877亿美元。其中，Azure及其他云服务收入同比增长43%，增速创下2022年以来最快。微软还透露，Azure全年营收首次突破1000亿美元，成为该公司继Office和Windows之后的又一“千亿级”业务支柱。</p><p style=\"text-align: left;\">目前，<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>母公司Alphabet在企业AI应用领域占据主导，近90%的《财富》100强企业已采用其Gemini企业版。但微软在最新财报中披露，其365 Copilot付费席位已突破3000万个，较三个月前约2000万的水平显著增长，显示其旗舰AI助手在企业端采用率持续提升。</p><p style=\"text-align: left;\">这些数据至关重要，因为Azure不再仅仅是云服务器租赁商。它已成为微软AI服务的基础，而Microsoft 365 Copilot则为企业提供了在邮件、电子表格、编程、会议以及业务工作流程中部署AI的实用方式。</p><p style=\"text-align: left;\">这正是高盛看好微软商业模式的关键：训练AI大模型需要巨额资本投入，但依托订阅模式销售AI赋能的生产力软件，可以创造持续、高毛利的经常性企业收入。</p><p style=\"text-align: left;\">博尔赫斯指出，“过去6到12个月间，市场看空微软的主要论据之一，就是Copilot产品尚未达到<a href=\"https://laohu8.com/S/LI\">理想</a>状态。”但她补充称，产品质量正持续改善，用户数量的攀升有助于形成“正反馈循环”。</p><p style=\"text-align: left;\">高盛预计，随着Copilot持续渗透、AI运营效率持续优化、企业规模化部署成为常态，微软每股收益增速将从2027财年约12%，提升至2029财年20%以上。</p><h2 style=\"text-align: left;\"><strong>AI淘金赛道轮换：第一波赢家是基建 下一波属于软件</strong></h2><p style=\"text-align: left;\">过去两年，AI行情最大赢家集中在基础设施赛道。芯片厂商、硬件供应商获益匪浅，因为企业需要采购算力才能部署AI。</p><p style=\"text-align: left;\">但市场格局正在改变。随着企业客户从AI试验阶段过渡到规模化部署阶段，那些已经与客户建立深厚关系的软件平台的优势持续凸显。</p><p style=\"text-align: left;\">微软通过Windows、Microsoft 365、Teams、Dynamics、GitHub、Azure等平台触达数亿商业用户。在客户已经付费使用的成熟产品里添加AI功能，远比说服企业采用一套全新系统要容易得多。</p><p style=\"text-align: left;\">当然，微软前路依旧存在多重挑战：AI基础设施资本开支依旧维持高位;<a href=\"https://laohu8.com/S/GOOGL\">谷歌</a>、<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>等云厂商竞争持续加剧;同时，企业AI落地节奏有可能慢于市场乐观预期，拖累商业化兑现速度。</p><h2 style=\"text-align: left;\"><strong>AI热潮有望延续 华尔街分析师强烈看多微软</strong></h2><p style=\"text-align: left;\">简而言之，高盛并不认为AI基建热潮会就此终结，但是最大的投资机遇正在转移：市场会更加青睐能够把算力投入转化为长期稳定企业收入的公司。微软强劲的财报、Azure达成千亿年化营收里程碑、Copilot付费席位突破3000万等数据表明，这种转变已经开始。</p><p style=\"text-align: left;\">对于长期投资者而言，这是一条具备更强持续性的投资主线。搭建AI基础设施造就了第一轮AI牛市赢家，而帮助企业日常应用AI则可能催生下一批赢家，高盛看好微软抢占这一赛道先机。</p><p style=\"text-align: left;\">Tipranks数据显示，绝大部分华尔街分析师看好微软，共识评级为“强力买入”，平均目标价为560.22美元，对应潜在上涨空间大约15%。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/11bb6819200fb130db52306d4eee9520\" data-align=\"center\" tg-width=\"200\" tg-height=\"120\"/><span></span></p></body></html>","source":"stock_zhitongcaijing","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>从基建淘金迈向应用变现！高盛研判：AI主线迎来重大切换，微软有望成核心受益者</title>\n<style 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href=\"http://www.zhitongcaijing.com/content/detail/1475743.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a9e6cb1a33dd64f159118795f199c2f3","relate_stocks":{"LU2362541513.USD":"WELLINGTON NEXT GENERATION GLOBAL EQUITY \"A\" (USD) ACC","LU0965508806.USD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (USD) INC","LU1196500208.SGD":"NORDEA STABLE RETURN \"HB\" (SGDHDG) ACC","LU2491049909.HKD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (HKD) ACC","LU0889566641.SGD":"FTSF - Templeton Shariah Global Equity A Acc SGD","IE0004086264.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"A\" (USD) ACC","LU1059921491.USD":"NORDEA 1 GLOBAL STABLE EQUITY \"HB\" (USDHDG) ACC","LU1979441026.SGD":"AB SICAV I - AMERICAN GROWTH PORTFOLIO \"A\" (SGDHDG) ACC","LU0238689110.USD":"贝莱德环球动力股票基金","LU2491050071.SGD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (SGDHDG) ACC","LU0985320562.USD":"NORDEA 1 GLOBAL STARS EQUITY \"BP\" (USD) 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ACC"},"source_url":"http://www.zhitongcaijing.com/content/detail/1475743.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2656453632","content_text":"AI牛市正在迎来重要分水岭。过去两年，资金追捧芯片、网络设备供应商等AI“卖铲人”，但风向正在转变，投资者不再单纯追逐更庞大的模型或数据中心，而是要求AI能够带来可量化的真实回报。高盛指出，微软凭借深度嵌入亿万职场人日常工作软件生态，有望成为这一轮风格切换的核心受益者。高盛在最新月度报告中将微软纳入其美国“确信买入名单”(Conviction List)，同时维持对该股的“买入”评级，并将目标价从610美元上调至640美元，较当前股价水平高出31%。更重要的是，“确信买入名单”是该行筛选出的‌最具上涨潜力‌和‌最高信心级别‌的投资标的组合，被列入该名单表明高盛对微软的看好程度高于常规 “买入” 评级。高盛软件行业分析师加布里埃拉·博尔赫斯指出，AI投资的叙事正在发生微妙但意义重大的转向：资金重心将逐步从AI模型训练基础设施供应商，转向能够把AI转化为持续性企业收入的平台。企业级AI应用正成为微软最大机遇企业级AI赛道被视为微软当下最重要的增长主线。过去市场炒作AI，焦点集中在底层算力基建;而产业推进至新阶段，如何面向海量企业落地可商用AI服务，成为胜负关键。微软最新一季财报，已经给市场展示出AI投入开始转化为实质收益的明确证据。财报显示，微软Q4营收900.1亿美元，同比增长18%，远超分析师预期的877亿美元。其中，Azure及其他云服务收入同比增长43%，增速创下2022年以来最快。微软还透露，Azure全年营收首次突破1000亿美元，成为该公司继Office和Windows之后的又一“千亿级”业务支柱。目前，谷歌母公司Alphabet在企业AI应用领域占据主导，近90%的《财富》100强企业已采用其Gemini企业版。但微软在最新财报中披露，其365 Copilot付费席位已突破3000万个，较三个月前约2000万的水平显著增长，显示其旗舰AI助手在企业端采用率持续提升。这些数据至关重要，因为Azure不再仅仅是云服务器租赁商。它已成为微软AI服务的基础，而Microsoft 365 Copilot则为企业提供了在邮件、电子表格、编程、会议以及业务工作流程中部署AI的实用方式。这正是高盛看好微软商业模式的关键：训练AI大模型需要巨额资本投入，但依托订阅模式销售AI赋能的生产力软件，可以创造持续、高毛利的经常性企业收入。博尔赫斯指出，“过去6到12个月间，市场看空微软的主要论据之一，就是Copilot产品尚未达到理想状态。”但她补充称，产品质量正持续改善，用户数量的攀升有助于形成“正反馈循环”。高盛预计，随着Copilot持续渗透、AI运营效率持续优化、企业规模化部署成为常态，微软每股收益增速将从2027财年约12%，提升至2029财年20%以上。AI淘金赛道轮换：第一波赢家是基建 下一波属于软件过去两年，AI行情最大赢家集中在基础设施赛道。芯片厂商、硬件供应商获益匪浅，因为企业需要采购算力才能部署AI。但市场格局正在改变。随着企业客户从AI试验阶段过渡到规模化部署阶段，那些已经与客户建立深厚关系的软件平台的优势持续凸显。微软通过Windows、Microsoft 365、Teams、Dynamics、GitHub、Azure等平台触达数亿商业用户。在客户已经付费使用的成熟产品里添加AI功能，远比说服企业采用一套全新系统要容易得多。当然，微软前路依旧存在多重挑战：AI基础设施资本开支依旧维持高位;谷歌、亚马逊等云厂商竞争持续加剧;同时，企业AI落地节奏有可能慢于市场乐观预期，拖累商业化兑现速度。AI热潮有望延续 华尔街分析师强烈看多微软简而言之，高盛并不认为AI基建热潮会就此终结，但是最大的投资机遇正在转移：市场会更加青睐能够把算力投入转化为长期稳定企业收入的公司。微软强劲的财报、Azure达成千亿年化营收里程碑、Copilot付费席位突破3000万等数据表明，这种转变已经开始。对于长期投资者而言，这是一条具备更强持续性的投资主线。搭建AI基础设施造就了第一轮AI牛市赢家，而帮助企业日常应用AI则可能催生下一批赢家，高盛看好微软抢占这一赛道先机。Tipranks数据显示，绝大部分华尔街分析师看好微软，共识评级为“强力买入”，平均目标价为560.22美元，对应潜在上涨空间大约15%。","news_type":1,"symbols_score_info":{"MSFY":0.6,"GSX":0.6,"VGT":0.6,"IXN":0.6,"MSFW":0.6,"TTXU":0.6,"ROM":0.6,"CNEQ":0.6,"MSFT":1.98,"MSFU":0.6,"CMAG":0.6,"MSFL":0.6,"GAMR":0.6,"MSFD":0.6,"NULC":0.6,"EFIV":0.6,"FTEC":0.6,"TYLG":0.6,"TDIV":0.6,"OGIG":0.6,"SNPE":0.6,"MSFO":0.6,"SPTE":0.6,"IGV":0.6,"XLK":0.6,"MSFX":0.6}},"isVote":1,"tweetType":1,"viewCount":518,"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":57,"optionInvolvedFlag":false,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"hasMoreComment":false,"orderType":2}