{"code":20000,"message":"OK","data":{"asset_tags":[{"key":"gongsi","name":"公司","ancestor_paths":["zichan"],"banner_key":"gongsi"},{"key":"gupiao","name":"股票","ancestor_paths":["zichan"],"banner_key":"gupiao"}],"audio":{"title":""},"audio_info":{"uri":"https://wpimg-wscn.awtmt.com/d3499719-3eb5-495f-ab79-57565a6d370e.mp3","start_time":"0.000000","duration":"141.840000","size":"425565"},"audio_uri":"https://wpimg-wscn.awtmt.com/d3499719-3eb5-495f-ab79-57565a6d370e.mp3","author":{"article_count":2146,"author_kind":"default","avatar":"https://wpimg-wscn.awtmt.com/2e390030-88ec-4e0b-8473-b7cc2387404a","bio":"","display_name":"王眉","editor_choice_articles":[],"followers_count":3237,"id":120000004511,"is_followed":false,"uri":"https://wallstreetcn.com/authors/120000004511"},"categories":[{"key":"global","name":"见闻首页"},{"key":"technology","name":"科技"},{"key":"enterprise","name":"公司"},{"key":"shares","name":"股票"},{"key":"us-shares","name":"港美股"},{"key":"wscn-platform","name":"见闻"},{"key":"tech-platform","name":""}],"columns":[],"comment_count":0,"comment_disabled":false,"content":"\u003cp\u003e虽然微软因其对OpenAI的投资以及将生成式AI整合到必应(Bing)已经引起了很多关注，但杰富瑞(Jefferies)分析师指出，这些面向消费领域的机会“不如微软在企业领域从AI中获益的潜力令人兴奋”。\u003c/p\u003e\n\u003cp\u003e周二，杰富瑞分析师Brent Thill将微软的股票列为\u003cstrong\u003e“特许经营之选”，同时将该股目标价从350美元上调至400美元\u003c/strong\u003e，并指出，\u003cstrong\u003e尽管亚马逊在云计算大战“第一轮”中获胜，但随着AI逐渐占据中心地位，微软拥有了蓬勃发展的合适工具。\u003c/strong\u003e\u003c/p\u003e\n\u003cp\u003eThill认为，\u003cstrong\u003e微软有能力帮助企业构建和培训AI革命所需的工具，因此有望赢得“第二轮”云计算大战。\u003c/strong\u003e\u003c/p\u003e\n\u003cp\u003e他认为，作为“人工智能军火商”之一，微软完全有能力为生成式AI技术的构建和大规模运行提供所需的基础设施。他预计AI将成为该公司云业务的顺风，并认为该公司将能够利用训练AI模型所需的大量数据。\u003c/p\u003e\n\u003cp\u003eThill在一份报告中写道：\u003c/p\u003e\n\u003cblockquote\u003e\n\u003cp\u003e“我们注意到，AI既有能力从现有用户那里获取增量收入，也有能力为新场景新用户打开大门，而这些用户以往可能从未考虑过微软。”\u003c/p\u003e\n\u003c/blockquote\u003e\n\u003cp\u003e在Thill看来，\u003cstrong\u003e微软“在可能长达十年的行业演变中占据了领先地位。”\u003c/strong\u003e\u003c/p\u003e\n\u003cp\u003eThill特别看好微软的AI代码辅助工具GitHub Copilot，他说，通过将语言提示转化为编码建议，程序员可以提高工作效率。他说，他的AI专家指出：\u003c/p\u003e\n\u003cblockquote\u003e\n\u003cp\u003e“鉴于客户已经开始从这些产品中获益，开发人员场景是最令人兴奋的。”\u003c/p\u003e\n\u003c/blockquote\u003e\n\u003cp\u003e值得一提的是，上个月，奥本海默分析师Timothy Horan将对微软的目标价从280美元上调至310美元，并维持对该股的跑赢大市评级。分析师初步估计，随着微软在所有办公室、云计算和个人电脑领域推出人工智能协同工具AI Co-Pilot Beta，该公司将在2025年大约有3-5%的增量年收入增长。\u003c/p\u003e\n\u003cp\u003e周二，\u003ca href=\"https://wallstreetcn.com/articles/3689514\" target=\"_blank\" rel=\"noopener\"\u003e微软正式发布了AI版本的Windows\u003c/a\u003e——Windows Copilot，把Bing和ChatGPT插件的能力，注入到整个Windows系统，为用户提供集中式AI协助。有任何需求，只需要一个简单的动作——问。\u003c/p\u003e\n\u003cp\u003e年初以来，微软股价已经上涨了31%，截至周三收盘报313.85美元。\u003c/p\u003e\n\u003cp\u003e\u003cimg class=\" wscnph\" src=\"https://wpimg-wscn.awtmt.com/7f251116-e010-4304-8bcd-a1e719a968af.png\" data-wscntype=\"image\" data-wscnh=\"425\" data-wscnw=\"677\" /\u003e\u003c/p\u003e\u003cdiv style=\"color: #666; margin-bottom: 15px;\"\u003e风险提示及免责条款\u003c/div\u003e\n          \u003cdiv style=\"font-size: 12px;font-family: 黑体;color: #666;line-height: 20px;\"\u003e\n            市场有风险，投资需谨慎。本文不构成个人投资建议，也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑本文中的任何意见、观点或结论是否符合其特定状况。据此投资，责任自负。\n          \u003c/div\u003e\n","content_short":"杰富瑞分析师Brent Thill将微软目标价从350美元上调至400美元，指出尽管亚马逊在云计算大战“第一轮”中获胜，但随着AI逐渐占据中心地位，微软有望赢得“第二轮”云计算大战。","custom_tag":"","display_time":1684985623,"funds":null,"has_transfer_audio":true,"id":3689589,"image":{"uri":"https://wpimg-wscn.awtmt.com/94e99d4c-f35f-4043-842e-a68d3f2a2590.jpeg","height":682,"width":1024,"size":126069},"images":[{"uri":"https://wpimg-wscn.awtmt.com/content_default_1.jpg","height":1364,"width":2048,"size":2186222}],"influence_score":0,"is_need_pay":false,"is_priced":false,"is_trial":false,"is_video":false,"layout":"wscn-layout","limited_time":0,"membership_uri":"","next":{"id":3689599,"image":{"uri":"https://wpimg-wscn.awtmt.com/3895e921-e18d-49ad-872e-6b26c0d92dcf.jpeg","height":527,"width":792,"size":171275},"title":"华尔街环保先锋——摩根大通大举押注碳减排","url":"https://wallstreetcn.com/articles/3689599"},"pageviews":9066,"plates":[],"previous":{"id":3689605,"image":{"uri":"https://wpimg-wscn.awtmt.com/content_default_11.jpg","height":1664,"width":2500,"size":3998252},"title":"复星卖楼","url":"https://wallstreetcn.com/articles/3689605"},"related_topics":[],"show_like":true,"source_name":"","source_uri":"","subtitle":"","tags":[],"theme_group_map":null,"themes":[],"title":"分析师上调微软目标价：AI将帮助微软云业务击败亚马逊","unshow_content_short":false,"words_count":650}}