Microsoft's AI Play Is Silver Lining In Cloudy Quarter: JPMorgan
Microsoft's AI Play Is Silver Lining In Cloudy Quarter: JPMorgan
Microsoft Corp (NASDAQ:MSFT) is navigating some choppy waters this fiscal Q4, but if there's one thing shining brightly through the clouds, it's their bet on AI.
微軟公司（NASDAQ:MSFT）在本財季中遇到了一些波折，但有一個東西穿過雲層一直閃耀，那就是他們對人工智能的賭注。
According to JPMorgan analyst Mark R. Murphy, Microsoft is facing a mixed bag of results, with some partner metrics slipping, but its AI strategy is showing immense promise.
據摩根大通分析師馬克·R·墨菲（Mark R. Murphy）表示，微軟正面臨着一些表現參差不齊的結果，一些合作伙伴的度量正在滑坡，但其人工智能戰略表現出巨大的潛力。
A Slight Miss, But No Cause For Panic
稍有差池，但無需恐慌。
Murphy's recent survey reveals that Microsoft's partners ended "0.7% below plan," a noticeable dip from the previous quarter's "+2.6%." This drop reflects some "undesirable" trends, but it's not all doom and gloom. Murphy reassures investors that the decline may be "temporary and manageable."
墨菲最近的調查顯示，微軟的合作伙伴“比計劃少了0.7％”，相比上一季度的“+2.6％”有明顯下降。這種下降反映出一些“不受歡迎”的趨勢，但這並非全是末日的厄運。墨菲安慰投資者，這種下降可能是“暫時性的，不可持續的”。
Despite the slip, there's good news: Microsoft's growth expectations remain robust. Partners expect their Microsoft practices to grow by "12.2% in CY24," a solid projection that underscores the company's long-term resilience.
儘管出現滑坡，但好消息是：微軟的增長預期仍然強勁。合作伙伴期望他們的Microsoft實踐在“CY24將增長12.2％”，這是一個堅實的預測，凸顯了該公司的長期韌性。
AI: Microsoft's Golden Ticket
人工智能：微軟的金鳳凰。
While some metrics falter, Microsoft's AI ventures are thriving. Murphy highlights that AI is the "single biggest trend of the quarter," with more than 60% of partners recognizing its transformative potential. Microsoft's M365 Copilot and Azure OpenAI Service are leading the charge, consistently ranking among the top products in terms of momentum.
儘管一些度量指標出現問題，微軟的人工智能業務卻蓬勃發展。墨菲指出，人工智能是本季度的“最大的單一趨勢”，超過60％的合作伙伴認識到其變革性潛力。微軟的M365 Copilot和Azure OpenAI Service正在引領潮流，在勢頭方面始終名列前茅。
Murphy notes that "50% of partners" are giving positive feedback on M365 Copilot, describing "significant productivity gains." And although there are some hurdles like "Security/Privacy" and cost concerns, these barriers are largely seen as temporary.
墨菲指出：“50％的合作伙伴”對M365 Copilot給出了積極的反饋，描述了“顯着的生產效率提高”。儘管存在“安全/隱私”和成本等一些障礙，但這些障礙被大多數人視爲暫時性的。
Read Also: Musk To Discuss Investing $5B in xAI After Seeing Poll Results
也可閱讀：看了民意調查結果後，馬斯克將討論在xAI上投資50億美元。
Microsoft's Future Prospects: Betting Big on AI
微軟的未來前景：大力押注人工智能。
Though Microsoft's stock has seen some ups and downs, Murphy is cautiously optimistic. He describes FQ1's consensus as "unusually aggressive," signaling potential challenges ahead.
儘管微軟的股票有所起伏，但墨菲持謹慎樂觀態度。他認爲FQ1的共識是“異常積極”的，這意味着潛在的挑戰。
But Murphy remains confident in Microsoft's strategic position, emphasizing that it is a "core beneficiary of secular software trends."
但墨菲對微軟的戰略位置仍然充滿信心，強調它是“應用程序的長期受益者”
Microsoft – A Resilient Leader in AI
微軟 - 人工智能領域中的彈性領導者。
In the grand scheme, Microsoft's AI prowess could be its ace in the hole.
在宏觀方案中，微軟的人工智能實力可能是其王牌。
As Murphy aptly puts it, Microsoft is "well positioned to capitalize on a large, burgeoning opportunity in GenAI."
正如墨菲所說，微軟已經“在GenAI中很好地把握了大量迅速增長的機遇”。
While there are bumps along the way, the tech titan's focus on AI could solidify its status as a leader in the ever-evolving tech landscape.
雖然道路上有一些顛簸，但科技巨頭對人工智能的關注可能會鞏固其在不斷髮展的技術前景中的領導地位。
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譯文內容由第三人軟體翻譯。