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Microsoft Is Betting Big on AI, Outpacing Rivals With New Strategy

Microsoft Is Betting Big on AI, Outpacing Rivals With New Strategy

微軟押注人工智能,以全新策略超越競爭對手
Benzinga ·  06/14 01:21

Satya Nadella, CEO of Microsoft Corp (NASDAQ:MSFT), bet the company's future on artificial intelligence by partnering with OpenAI, the creator of ChatGPT.

微軟公司(NASDAQ:MSFT)的首席執行官薩提亞·納德拉通過與ChatGPT的創始人OpenAI合作,在人工智能領域押注了公司的未來。

Recently, Nadella has diversified Microsoft's AI investments. Nadella has pursued new global partnerships and invested in various AI startups, including a $1.5 billion investment in an Abu Dhabi-based firm in April.

最近,納德拉將微軟在人工智能領域的投資多樣化。納德拉追求着新的全球夥伴關係,並對多家人工智能初創公司進行投資,包括今年4月份對一家總部位於阿布扎比的公司的15億美元投資。

He has also started building an in-house AI team to potentially compete with OpenAI, the Wall Street Journal reports.

《華爾街日報》報道,納德拉還開始組建一支內部人工智能團隊,可能會與OpenAI競爭。

To lead this initiative, Nadella recruited Mustafa Suleyman, co-founder of DeepMind and Inflection AI. Suleyman brought his team from Inflection to Microsoft, where they are developing an AI model that is on par with OpenAI's technology.

爲了領導這項倡議,納德拉招募了DeepMind和Inflection AI的聯合創始人之一穆斯塔法·蘇萊曼。蘇萊曼帶領他的團隊從Inflection跳槽至微軟,在那裏他們正在開發一種人工智能模型,其技術水平與OpenAI相當。

The WSJ claims that this internal AI model could replace some of Microsoft's existing OpenAI-based products.

《華爾街日報》稱,這種內部人工智能模型可能會替換微軟一些現有基於OpenAI的產品。

Microsoft remains the top contender among Apple Inc (NASDAQ:AAPL) and Nvidia Corp (NASDAQ:NVDA) in the race to a $4 trillion market capitalization.

在爭奪4萬億美元市值的競賽中,微軟公司仍是蘋果公司(NASDAQ:AAPL)和英偉達公司(NASDAQ:NVDA)的頭號競爭者。

Chip companies ranging from Nvidia Corp (NASDAQ:NVDA), Broadcom Inc (NASDAQ:AVGO), Advanced Micro Devices, Inc (NASDAQ:AMD) are bearing testimony to the AI frenzy thanks to the Big Tech companies like Microsoft, Apple, Meta Platforms Inc (NASDAQ:META) which is in no mood to fizzle out soon.

由於像微軟、蘋果公司、Meta Platforms Inc(NASDAQ:META)這樣的大型科技公司,芯片公司,包括英偉達公司(NVDA.O)、Broadcom Inc(AVGO.O)、美國超微公司(AMD.O)都在人工智能熱潮中大放異彩。

Analysts maintained Microsoft as a top candidate for public cloud leadership by 2032, backed by its generative AI moat.

分析人士預測微軟將在2032年成爲公共雲領導者的熱門候選人,支持其生成器AI策略。

Microsoft stock gained over 32% in the last 12 months. Investors can gain exposure to the stock via Vanguard Total Stock Market ETF (NYSE:VTI) and SPDR Select Sector Fund – Technology (NYSE:XLK).

在過去的12個月裏,微軟股票上漲了32%。投資者可以通過整體股市指數ETF-Vanguard(NYSE:VTI)和SPDR選擇性行業基金-技術(NYSE:XLK)獲取微軟股票的暴露。

MSFT Stock Prediction For 2024

2024年對微軟股票的預測

Microsoft' revenue growth in FY23 was 6.88%, reflecting the influence of various factors including the macroeconomic environment, demand for its products and services, and its position relative to competitors. This growth is a critical indicator for investors assessing the company's future prospects.

微軟在FY23的營業收入增長率爲6.88%,反映了各種因素的影響,包括宏觀經濟環境,對其產品和服務的需求,以及其相對於競爭對手的地位。這種增長是評估該公司未來前景的關鍵指標。

Some macro factors that could impact the company's performance in the next year include higher interest rates, progress on reeling in inflation and labor market strength. The Fed's benchmark rate is currently at 5.33%, while PPI recently came in at -0.2%, growing 2.2% from last year. The unemployment rate was most recently reported as 4.0%.

在下一年中可能影響公司表現的一些宏觀因素包括更高的利率、抑制通脹和勞動力市場的強勁。聯邦基準利率目前爲5.33%,而PPI最近爲-0.2%,與去年同期相比增長了2.2%。最新的失業率報告爲4.0%。投資者應該關注經濟環境,以決定它們是否認爲Visa股票的宏觀環境是積極的還是負面的。要了解實時經濟數據和突破市場更新,請查看Benzinga Pro。免費試用。

An investor should pay attention to economic conditions to decide whether they think the macro environment is positive or negative for Microsoft stock. For real time economic data and breaking market updates, check out Benzinga Pro. Try it for free.

投資者應關注經濟情況,並決定他們是否認爲宏觀環境對微軟股票是積極的還是消極的。有關實時經濟數據和最新市場更新,請查看Benzinga Pro。免費試用。

How does this stack up against Microsoft's peers?

這與微軟的同行相比如何?

Investors may also want to analyze a stock in comparison to companies with similar products or in similar industries. Microsoft operates in the Information Technology sector. The stock has experienced average annual growth of 19.33% compared to the -4.5% average of its peer companies. This is below the broader sector movement of Microsoft.

投資者還可能希望將一隻股票與具有類似產品或處於類似行業的公司進行比較分析。微軟在信息技術部門運營。該股票的平均年增長率爲19.33%,低於同行公司的-4.5%平均增長率。而其整體板塊的運動是超過微軟的。

Price Action: MSFT shares traded higher by 0.49% at $425.35 at the last check on Thursday.

股票價格動態:截至週四最後檢查,微軟的股價上漲了0.49%至425.35美元。

Disclaimer: This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.

免責聲明:本文部分內容使用了Benzinga Neuro的幫助。此內容是通過AI工具部分製作的,並由Benzinga編輯進行了審查和發佈。

譯文內容由第三人軟體翻譯。


以上內容僅用作資訊或教育之目的,不構成與富途相關的任何投資建議。富途竭力但無法保證上述全部內容的真實性、準確性和原創性。
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