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Microsoft Build Day 1: Analysts Applaud AI-Infusion, GenAI Adoption Across Tech Stack

Microsoft Build Day 1: Analysts Applaud AI-Infusion, GenAI Adoption Across Tech Stack

微软 Build 第 1 天:分析师对人工智能注入、GenAI 在整个技术堆栈中的采用表示赞赏
Benzinga ·  05/22 11:03

The first day of Microsoft Corp's (NASDAQ:MSFT) Build 2024 left a significant impression on industry analysts.

微软公司(纳斯达克股票代码:MSFT)2024年的第一天给行业分析师留下了深刻的印象。

The Redmond, Washington-based company highlighted its robust position in AI and technological innovation. Here are the key insights from Goldman Sachs and Mizuho Securities.

这家总部位于华盛顿州雷德蒙德的公司强调了其在人工智能和技术创新领域的强大地位。以下是高盛和瑞穗证券的关键见解。

Goldman Sachs: Emphasizing Microsoft's Leading Role in AI

高盛:强调微软在人工智能领域的领导作用

Goldman Sachs reinforces its Buy rating with a 12-month price target of $515, reflecting a 20% upside from the current price. Analyst Kash Rangan's confidence stems from several critical observations:

高盛加强其买入评级,12个月的目标股价为515美元,较当前价格上涨20%。分析师卡什·兰根的信心源于几项关键观察:

  1. Copilot Enhancements: Microsoft's Copilot has expanded to include Team Copilot and additional agents, enhancing customization and personalization at scale. This development supports broader adoption among the vast pool of over 1 billion knowledge workers.
  2. Foundation Model Evolution: Microsoft's advancement in distilling large models into smaller, more deployable solutions (such as Phi-3 via Silicia) positions the company as a leader in cost-effective AI solutions across various platforms, including laptops.
  3. AI-first Hardware Innovations: Building on hardware advancements from Ignite, Microsoft introduced AI-first Copilot+ PCs. These PCs, with impressive specs and reasonable prices, can run AI workloads up to 100 times more efficiently than traditional PCs, facilitating wider GenAI adoption.
  1. Copilot 增强功能:微软的 Copilot 已扩展到包括 Team Copilot 和其他代理,大规模增强了定制和个性化设置。这一发展支持了超过10亿知识工作者的广泛采用。
  2. 基础模型演变:微软在将大型模型提炼成更小、更易于部署的解决方案(例如通过Silicia的Phi-3)方面的进展使该公司成为包括笔记本电脑在内的各种平台上具有成本效益的人工智能解决方案的领导者。
  3. 人工智能优先的硬件创新:在Ignite的硬件进步基础上,微软推出了人工智能优先的Copilot+电脑。这些电脑具有令人印象深刻的规格和合理的价格,运行人工智能工作负载的效率是传统 PC 的 100 倍,从而促进了更广泛地采用 GenAI。

Goldman Sachs concludes that Microsoft's ongoing innovations in AI and hardware significantly bolster its leadership position, making it a strong buy.

高盛得出结论,微软在人工智能和硬件方面的持续创新极大地巩固了其领导地位,使其成为强劲的买盘。

Also Read: Microsoft CEO Satya Nadella Says Stop Treating AI Like Humans: 'I Sort Of Believe It's A Tool'

另请阅读:微软首席执行官萨蒂亚·纳德拉说不要像对待人类一样对待人工智能:“我有点相信它是一种工具”

Mizuho Securities: Microsoft's AI Integration Across the Stack

瑞穗证券:微软的跨堆栈人工智能集成

Mizuho Securities' analyst Gregg Moskowitz, CFA also reiterated a Buy rating for Microsoft, setting a price target of $450. The analysis focuses on the extensive integration of AI into Microsoft's products and services:

瑞穗证券分析师格雷格·莫斯科维茨(Gregg Moskowitz),CFA也重申了对微软的买入评级,将目标股价定为450美元。该分析的重点是将人工智能广泛集成到微软的产品和服务中:

  1. Copilot+ PCs and Windows Copilot Runtime: These new offerings impressed analysts with their advanced capabilities and potential to enhance productivity.
  2. Expanded Microsoft 365 Copilot Functionality: Continued improvements in Microsoft 365 Copilot were highlighted as crucial for driving user engagement and satisfaction.
  3. Innovations in LLM and SLM: Microsoft's ongoing advancements in Large Language Models (LLM) and Small Language Models (SLM) underscore its commitment to leading in AI technology.
  4. Real-Time Intelligence with MSFT Fabric: The introduction of MSFT Fabric for real-time intelligence demonstrates Microsoft's focus on providing advanced data solutions.
  1. Copilot+ 电脑和 Windows Copilot 运行时:这些新产品的先进功能和提高生产力的潜力给分析师留下了深刻的印象。
  2. 扩展了微软 365 Copilot 功能:微软 365 Copilot 的持续改进被认为是提高用户参与度和满意度的关键。
  3. LLM 和 SLM 的创新:微软在大型语言模型 (LLM) 和小型语言模型 (SLM) 方面的持续进步凸显了其对领先人工智能技术的承诺。
  4. 使用 MSFT Fabric 实现实时情报:推出用于实时情报的 MSFT Fabric 表明微软专注于提供高级数据解决方案。

Read Also: Satya Nadella, Microsoft Leading 'AI Arms Race,' Says Tech Bull Amid Redmond's Slew Of New Copilot Announcements

另请阅读:微软领导 “人工智能军备竞赛” 的萨蒂亚·纳德拉在雷德蒙德发布一系列新的副驾驶公告中表示,科技牛市

Moskowitz underscores the significant revenue growth opportunities for Microsoft, driven by tangible GenAI adoption and monetization strategies. They affirm Microsoft as their top pick over the near term, bolstered by robust AI advancements.

莫斯科维茨强调了微软在切实采用GenAI和盈利策略的推动下面临的巨大收入增长机会。他们确认微软是短期内的首选,这得益于强劲的人工智能进步。

The Microsoft Build conference aims to reinforce analyst confidence in Microsoft's strategic direction and technological prowess. With significant advancements in AI, hardware innovation, and product integration, both Goldman Sachs and Mizuho Securities foresee substantial growth and sustained leadership for Microsoft in the tech industry.

微软Build会议旨在增强分析师对微软战略方向和技术实力的信心。随着人工智能、硬件创新和产品集成方面的重大进步,高盛和瑞穗证券都预计,微软将在科技行业实现大幅增长并保持领先地位。

Investors should take note of these developments as Microsoft continues to shape the future of AI and technology.

随着微软继续塑造人工智能和技术的未来,投资者应注意这些发展。

Image: Shutterstock

图片:Shutterstock

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