Schwab Network 对 $MSFT 的判断变化

频道资料 →本频道有 17 位标注的说话人:BFA and JP Morgan、Bank of America、Berenberg、Bird (analyst firm)、CEO、Citigroup、Citizens、Goldman Sachs、JP Morgan Chase、JPMorgan、Jefferies、Morgan Stanley、Oppenheimer、Truist、UBS、Wall Street Journal、Wells Fargo共 7 条
2026-10-01看涨
《Thursday's First Moves: AMZN Conviction List Add, MSFT PT Hike, ACN Surges》Wells Fargo
富国银行对MSFT的看多论点:给予增持评级,目标价725美元,驱动力来自AI技术栈(Azure/Copilot),并将11月的Ignite大会视为催化剂。

我们看到股票在走高。我们观察到科技板块整体出现一些上涨,因为“七大巨头”中的大多数股票今日都收涨,无论我们谈论的是 Amazon、Nvidia、Microsoft、Apple 还是 Alphabet(Google),原因各不相同。

We see stocks moving upwards. We are observing some gains in the technology sector in general , as most of the " Big Seven" stocks were in the green today, whether we are talking about Amazon, Nvidia, Microsoft, Apple or Alphabet (Google) for various reasons.

最后但同样重要的是 Microsoft。我们稍后将在节目中与 Wayne Kaufman 讨论这只股票,你那边也有一些消息。

Last but not least, Microsoft. We'll be talking about this stock with Wayne Kaufman later on the show, and you have some news too.

2026-09-23看涨
《Bull v. Bear: MSFT Upgrade Points to AI Growth Adding Muscle to Mag 7 Stock》
微软稳健的管理层与资产负债表支撑看多逻辑,随着AI驱动的营收增长恢复、利润率担忧消退。

Microsoft 获得了 Stifel 的信心认可,Stifel 将这家科技巨头评级从“持有”上调至“买入”。该公司将目标价从 530 上调至 575。这意味着它比昨天的收盘价高出约 15%。

Microsoft has received a sign of confidence from Stifel, which upgraded the tech giant to a 'buy' rating from 'hold'. The company raised its price target from 530 to 575. This means it is about 15 percent higher than yesterday's closing price.

Stifel 预计 Microsoft 的 Azure 云业务将强劲增长,Copilot 和 GitHub 的使用量也将不断增加。

Stifel expects strong growth in Microsoft's Azure cloud business and increasing use of Copilot and GitHub.

2026-09-23看涨
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