Cloudflare's Apple Intelligence Partnership, Large TAM, Generative AI Enabler Position It For Upside, Analyst Says
Cloudflare's Apple Intelligence Partnership, Large TAM, Generative AI Enabler Position It For Upside, Analyst Says
cloudflare的蘋果智能合作伙伴關係，巨大的市場機會，生成式人工智能賦能使其具備上行潛力，分析師表示
Cloudflare, Inc (NYSE:NET) stock is up after Morgan Stanley analyst Keith Weiss upgraded it from Equal-Weight to Overweight and raised its price target from $92 to $130.
Cloudflare公司（紐約證券交易所：NET）股票上漲，這是在摩根士丹利分析師Keith Weiss 將其評級從「持平」上調至「增持」，並將其價格目標從92美元提高到130美元后。
Cloudflare remains one of the most compelling secular stories in Weiss' software coverage universe, given its large TAM (total addressable market), highly scalable network architecture, and emergence as a potential GenAI enabler as organizations look to adopt and experiment with LLMs (large language models).
在Weiss的軟件覆蓋領域中，Cloudflare仍然是最具吸引力的故事之一，這得益於其龐大的TAm（總可尋址市場），高度可擴展的網絡架構以及作爲潛在GenAI啓動器的出現，因爲組織機構正在嘗試採用和實驗大型語言模型。
The company is well-positioned to gain a share in the top two CIO spending priorities, Security and AI/ML.
該公司具備良好的地位，能夠在排名前兩位的首席信息官支出優先事項中獲得份額，即安全和人工智能/機器學習。
Also Read: Amazon's AWS CEO Teases Major AI...
也可參考：亞馬遜A...
登入免費觀看全文
登入/註冊
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。
資訊熱榜
更新時間