Jefferies维持对微软的购买,对苹果的购买在增长和监管关切中保持中性。 Jefferies maintains Buy on Microsoft, neutral on Apple amid growth and regulatory concerns.

Jefferies在微软上保持了买入评级,引用了强大的云、AI和企业软件性能,同时由于iPhone增长放缓和监管问题,尽管苹果具有弹性的生态系统和现金流动能力,对苹果保持了中立立场。 Jefferies keeps a Buy rating on Microsoft, citing strong cloud, AI, and enterprise software performance, while maintaining a neutral stance on Apple due to slowing iPhone growth and regulatory concerns, despite Apple’s resilient ecosystem and cash flow. JP Morgan还重申其对苹果的买入评级,强调创新、金融实力和新兴科技的战略定位。 JP Morgan also reaffirms its Buy rating on Apple, highlighting innovation, financial strength, and strategic positioning in emerging tech.