7月6日美股成交额前20：大摩称微软是大型软件公司中的首选股票

【7月6日美股成交额前20：大摩称微软是大型软件公司中的首选股票】第4名微软收高0.92%，成交95.2亿美元。摩根士丹利周四（7月6日）发布研究报告，将微软的目标价从每股335美元上调至每股415美元。分析师表示，几条初步趋势线表明，微软在企业软件领域的地位最强，可以从生成式人工智能中获益。他们还预计，按最低渗透率计，到2025财年（人工智能）可为公司带来高达900亿美元的增量机会。因此，摩根士丹利认为，鉴于微软于生成式人工智能领域强大的地位，可快速响应需求变化的商业模式（特别是Azure的消费模式），以及于仍然合理的GAAP市盈率基础上能够进一步扩大利润率的潜力，微软是大型软件公司中的首选股票。http://t.cn/A6psP3lF","multimedia":{"img_url":["https://n.sinaimg.cn/zhibo/561/w1080h5081/20230707/74c4-5c847b451efc59313b302c40f27090c8.png"]},"commentid":"live:finance-152-3167155:0","compere_id":0,"creator":"zhangjun@staff.sina.com.cn","mender":"zhangjun@staff.sina.com.cn","create_time":"2023-07-07 04:51:44","update_time":"2023-07-07 04:51:49","is_need_check":"0","check_time":"1970-01-01 08:00:01","check_status":"1","check_user":"","is_delete":0,"top_value":0,"is_focus":0,"source_content_id":"0","anchor_image_url":"","anchor":"直播员","ext":"{"stocks":[{"market":"us","symbol":"ms","key":"u5927u6469"},{"market":"hk","symbol":"04338","key":"u5faeu8f6f"},{"market":"us","symbol":"msft","key":"u5faeu8f6f"},{"market":"fund","symbol":"161631","key":"u4ebau5de5u667au80fd"},{"market":"fund","symbol":"515980","key":"u4ebau5de5u667au80fd"}],"needPush":false,"needAIPush":false,"needCMSLink":true,"needCalender":false,"needProvince":"0","docurl":"https:\/\/finance.sina.com.cn\/7x24\/2023-07-07\/doc-imyzuztf5412491.shtml","docid":"myzuztf5412491"}","old_live_cid":"0","tab":"","tag":[{"id":"2","name":"行业"},{"id":"3","name":"公司"},{"id":"4","name":"数据"},{"id":"5","name":"市场"},{"id":"6","name":"观点"},{"id":"9","name":"焦点"}],"like_nums":0,"comment_list":{"list":[],"total":0,"thread_show":0,"qreply":0,"qreply_show":0,"show":0},"docurl":"https://finance.sina.cn/7x24/2023-07-07/detail-imyzuztf5412491.d.html","rich_text_nick_to_url":[],"rich_text_nick_to_routeUri":[],"compere_info":""},{"id":3167154,"zhibo_id":152,"type":0,"rich_text":"卫材和渤健的阿尔茨海默症药品Leqembi获得美国食品药品管理局（FDA）的批准。