分析师Gil Luria将微软的股票降级为中立公司, Analyst Gil Luria downgraded Microsoft's stock to Neutral due to intensified AI competition.
DA Davidson公司的Gil Luria分析师将微软的股票从买入降为中立, Analyst Gil Luria of DA Davidson downgraded Microsoft's stock from Buy to Neutral, citing intensified AI competition that undermines its premium valuation. 他维持着475美元的价格目标,在主要技术公司中,微软名列第四。 He maintains a $475 price target, ranking Microsoft fourth among major tech companies. 虽然微软公司经历了收入增长,但其云层和AI的领先正在缩小,使人们对差值压力和对Nvidia的依赖感到关切。 While Microsoft has experienced revenue growth, its lead in cloud and AI is shrinking, raising concerns about margin pressures and reliance on Nvidia. 尽管如此,该公司仍在探索人工智能和云服务的新增长途径。 Despite this, the company is exploring new growth avenues in AI and cloud services.