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
The first day of Microsoft Corp's (NASDAQ:MSFT) Build 2024 left a significant impression on industry analysts.
微軟公司（納斯達克股票代碼：MSFT）2024年的第一天給行業分析師留下了深刻的印象。
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.
這家總部位於華盛頓州雷德蒙德的公司強調了其在人工智能和技術創新領域的強大地位。以下是高盛和瑞穗證券的關鍵見解。
Goldman Sachs: Emphasizing Microsoft's Leading Role in AI
高盛：強調微軟在人工智能領域的領導作用
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:
高盛加強其買入評級，12個月的目標股價爲515美元，較當前價格上漲20％。分析師卡什·蘭根的信心源於幾項關鍵觀察：
- 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.
- 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.
- 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.
- Copilot 增強功能：微軟的 Copilot 已擴展到包括 Team Copilot 和其他代理，大規模增強了定製和個性化設置。這一發展支持了超過10億知識工作者的廣泛採用。
- 基礎模型演變：微軟在將大型模型提煉成更小、更易於部署的解決方案（例如通過Silicia的Phi-3）方面的進展使該公司成爲包括筆記本電腦在內的各種平台上具有成本效益的人工智能解決方案的領導者。
- 人工智能優先的硬件創新：在Ignite的硬件進步基礎上，微軟推出了人工智能優先的Copilot+電腦。這些電腦具有令人印象深刻的規格和合理的價格，運行人工智能工作負載的效率是傳統 PC 的 100 倍，從而促進了更廣泛地採用 GenAI。
Goldman Sachs concludes that Microsoft's ongoing innovations in AI and hardware significantly bolster its leadership position, making it a strong buy.
高盛得出結論，微軟在人工智能和硬件方面的持續創新極大地鞏固了其領導地位，使其成爲強勁的買盤。
Also Read: Microsoft CEO Satya Nadella Says Stop Treating AI Like Humans: 'I Sort Of Believe It's A Tool'
另請閱讀：微軟首席執行官薩蒂亞·納德拉說不要像對待人類一樣對待人工智能：“我有點相信它是一種工具”
Mizuho Securities: Microsoft's AI Integration Across the Stack
瑞穗證券：微軟的跨堆棧人工智能集成
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:
瑞穗證券分析師格雷格·莫斯科維茨（Gregg Moskowitz），CFA也重申了對微軟的買入評級，將目標股價定爲450美元。該分析的重點是將人工智能廣泛集成到微軟的產品和服務中：
- Copilot+ PCs and Windows Copilot Runtime: These new offerings impressed analysts with their advanced capabilities and potential to enhance productivity.
- Expanded Microsoft 365 Copilot Functionality: Continued improvements in Microsoft 365 Copilot were highlighted as crucial for driving user engagement and satisfaction.
- 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.
- Real-Time Intelligence with MSFT Fabric: The introduction of MSFT Fabric for real-time intelligence demonstrates Microsoft's focus on providing advanced data solutions.
- Copilot+ 電腦和 Windows Copilot 運行時：這些新產品的先進功能和提高生產力的潛力給分析師留下了深刻的印象。
- 擴展了微軟 365 Copilot 功能：微軟 365 Copilot 的持續改進被認爲是提高用戶參與度和滿意度的關鍵。
- LLM 和 SLM 的創新：微軟在大型語言模型 (LLM) 和小型語言模型 (SLM) 方面的持續進步凸顯了其對領先人工智能技術的承諾。
- 使用 MSFT Fabric 實現實時情報：推出用於實時情報的 MSFT Fabric 表明微軟專注於提供高級數據解決方案。
Read Also: Satya Nadella, Microsoft Leading 'AI Arms Race,' Says Tech Bull Amid Redmond's Slew Of New Copilot Announcements
另請閱讀：微軟領導 “人工智能軍備競賽” 的薩蒂亞·納德拉在雷德蒙德發佈一系列新的副駕駛公告中表示，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.
莫斯科維茨強調了微軟在切實採用GenAI和盈利策略的推動下面臨的巨大收入增長機會。他們確認微軟是短期內的首選，這得益於強勁的人工智能進步。
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.
微軟Build會議旨在增強分析師對微軟戰略方向和技術實力的信心。隨着人工智能、硬件創新和產品集成方面的重大進步，高盛和瑞穗證券都預計，微軟將在科技行業實現大幅增長並保持領先地位。
Investors should take note of these developments as Microsoft continues to shape the future of AI and technology.
隨着微軟繼續塑造人工智能和技術的未來，投資者應注意這些發展。
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譯文內容由第三人軟體翻譯。