Auburn: Downgrade Microsoft's rating to "in line with the market," citing overly high revenue and EPS expectations

智通财经
2024.10.08 14:56
奥本海默将微软的评级从 “跑赢大盘” 下调至 “与大市同步”,原因是营收和每股收益的预期过高。该行指,最近的人工智能报告显示,企业在采用人工智能方面进展缓慢,相关收入可能会令人失望。