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《大行報告》富瑞下調微軟(MSFT.US)目標價至275美元 評級「買入」
阿思達克 01-26 10:57
富瑞下調對微軟(MSFT.US)目標價,由280美元下調至275美元,維持「買入」評級。 該行指,雲平臺Azure第二財季收入按年升38%勝預期,但訂單及第三財季指引意味增長煞車,受宏觀因素影響加劇拖累。該行下調對公司全財年收入增長2.3個百分點至4.8%,受宏觀因素持續拖累業績、市場競爭劇烈及商業客戶訂單增長創五年低影響。 該行仍認爲,微軟對比大部分同業處於更佳位置,亦繼續預期公司在行業長遠整合中受益。
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