Jefferies Financial forecasts for 2025: Technology stocks like Microsoft, Google, and Amazon will be the winners in AI Software.

智通财经APP获悉，投资公司杰富瑞表示，$微软 (MSFT.US)$、 $谷歌-A (GOOGL.US)$和$亚马逊 (AMZN.US)$可能成为明年人工智能(AI)软件领域的赢家。

杰富瑞分析师表示：“微软是[生成式]人工智能的主要受益者，将从基础设施(Azure AI)和应用程序机遇(各种Copilots)中获益，但自ChatGPT发布以来，该股比$扩展科技软件行业ETF-iShares (IGV.US)$的表现落后19%。随着Azure的重新加速和Copilot的势头增强，我们相信微软将会重新崛起。”

杰富瑞予微软“买入”评级，目标价为550美元。

$Meta Platforms (META.US)$也有望成为生成式人工智能受益者，因为它可以通过各种应用程序向大约40亿用户和超过2亿家企业推出人工智能工具。

杰富瑞分析师表示：“Meta可以进一步利用生成式人工智能，通过Llama和WhatsApp开辟广告之外的新盈利途径。

杰富瑞分析师表示，亚马逊在云服务提供商市场的份额超过50%，随着时间的推移，这应该会带来“强大的人工智能收入潜力”。

杰富瑞维持对亚马逊的“买入”评级，并将目标价从235美元上调至275美元。

另一个人工智能软件领域的受益者是$Snowflake (SNOW.US)$，其首席执行官Sridhar Ramaswamy(今年2月上任)可能会改变公司的发展轨迹。

杰富瑞分析师表示：“我们认为，在2024年触底后，Snowflake业务将在2025财年迎来拐点，订单量强劲增长和人工智能贡献提升将支持营收增长，并在未来2-3年大幅提升利润率。”

杰富瑞将Snowflake的目标价从180美元上调至200美元，并维持“买入”评级。

此外，谷歌被认为是人工智能领域的先驱，并计划推出更多新产品。这些产品将通过其7款用户数均超过20亿的应用程序进行推广。

杰富瑞分析师表示：“谷歌模型的出色表现使其能够在云计算领域取得重大进展，目前谷歌在云计算领域落后于同行。”

编辑/ping

According to the Zhitong Finance APP, the investment company Jefferies Financial stated that $Microsoft (MSFT.US)$、 $Alphabet-A (GOOGL.US)$and$Amazon (AMZN.US)$it may become a winner in the field of AI software next year.

Jefferies analyst stated: "Microsoft is the main beneficiary of [generative] AI, and will benefit from infrastructure (Azure AI) and application opportunities (various Copilots), but since the release of ChatGPT, the stock has outperformed.$iShares Expanded Tech-Software Sector ETF (IGV.US)$Underperformed by 19%. With the re-acceleration of Azure and the growing momentum of Copilot, Microsoft is expected to rise again.

Jefferies Financial rated Microsoft as "Buy" with a Target Price of $550.

$Meta Platforms (META.US)$It is also expected to benefit from generative AI, as it can introduce AI tools to approximately 4 billion users and over 0.2 billion businesses through various applications.

Jefferies Financial Analyst stated: "Meta can further leverage generative AI to create new revenue streams beyond advertising through Llama and WhatsApp.

Jefferies Financial Analyst stated that Amazon's market share in the Cloud Computing Service provider market exceeds 50%, which should bring "strong AI revenue potential" over time.

Jefferies maintains a "Buy" rating for Amazon and raises the target price from $235 to $275.

Another beneficiary in the AI Software sector is$Snowflake (SNOW.US)$, whose CEO Sridhar Ramaswamy (took office in February this year) may change the company's trajectory.

Jefferies Analysts stated: "We believe that after bottoming out in 2024, Snowflake's business will reach a turning point in fiscal year 2025, with strong growth in order volume and increased contributions from AI supporting revenue growth and significantly improving profit margins over the next 2-3 years."

Jefferies raised Snowflake's target price from $180 to $200 and maintained a "Buy" rating.

In addition, Google is considered a pioneer in the AI field and plans to launch more new products. These products will be promoted through its 7 applications, each with over 2 billion users.

Jefferies Analysts stated: "The outstanding performance of Google's model enables it to make significant progress in the Cloud Computing field, where it currently lags behind its peers."

Editor/ping

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杰富瑞展望2025年：微软、谷歌和亚马逊等科技股将成AI软件赢家

Jefferies Financial forecasts for 2025: Technology stocks like Microsoft, Google, and Amazon will be the winners in AI Software.

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