据 ChainCatcher 报道，德意志银行在最新研报中表示，市场对微软资本开支激增、AI投资回报率及Open AI订单集中度的担忧已过度，维持“买入”评级和550美元目标价。
德银预计，微软第四财季营收为874亿美元，同比增长14.3%；非美国通用会计准则每股收益为4.17美元。Azure按固定汇率计算的增速有望达到40%至41%，微软365商业云收入预计增长15%至16%，Copilot付费席位年底或超过2500万。
AI趋势 | 德银维持微软买入评级
2026-07-21 10:34:01
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