🚨高盛：下调微软(MSFT.US)目标价至500美元 维持“买入”评级💻
高盛将微软(MSFT.US)的目标价从515美元下调至500美元，但维持“买入”评级。此次调整是在微软公布了2026财年和2027财年的人工智能资本支出预测后，高盛略微下调了对公司自由现金流的预期。不过，高盛指出，随着微软AI能力的上线和收入的持续增长，其表现应优于高盛预期的14%收入增长。此外，高盛补充称，微软的盈利增长比标普500指数快300个基点，这也证明了该股的估值合理。
#KVB# #KVB中文服务# #新闻短线交易# #MSFT# #SPX500#
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