美银:Azure需求将持续超过供给,上调微软未来三年盈利预测

【美银:Azure需求将持续超过供给,上调微软未来三年盈利预测】金色财经报道,10月26日,美国银行最新研报指出,随着Azure云业务持续扩张、Copilot商业化加速,微软在企业级AI应用、安全与基础设施领域的竞争优势进一步巩固;该行预计Azure需求将在2027财年持续超过供给,并上调微软未来三年盈利预测。美银预计,微软2027财年资本开支(含融资租赁)达2207亿美元,同比增长51.9%;全年营收约3919亿美元,每股收益19.70美元。该行维持“买入”评级及600美元目标价。()
热门交易所
排名 # 交易平台 24H成交额 成交涨跌幅 活跃度 交易平台 活跃度
1 $183.95亿 -11.61% 86.7% 86.7%
2 $26.49亿 0.43% 68.6% 68.6%
3 $405.97亿 -8.32% 85.4% 85.4%
4 $9.22亿 -14.91% 69.3% 69.3%
5 $111.40亿 -6.78% 65.3% 65.3%
6 $12.15亿 -8.14% 53.3% 53.3%
7 $2.08亿 19% 65.3% 65.3%
8 $7.39亿 -8.91% 68.4% 68.4%
9 $2.77亿 -21.33% 56.9% 56.9%
10 $70.45亿 0.49% 71.1% 71.1%
11 $4.29亿 5.52% 36.2% 36.2%
12 $2,982.75万 -17.99% 59.5% 59.5%
13 $218.34亿 -0.42% 31% 31%
14 $110.94亿 1.3% 76.2% 76.2%
15 $1.38亿 -9.37% 66.9% 66.9%
16 $105.53亿 -12.21% 55.2% 55.2%
17 $11.85亿 -6.54% 26% 26%
18 $16.35亿 26.71% 46.9% 46.9%
19 $1.11亿 -10.52% 31.5% 31.5%
20 $1,702.95万 -20.76% 58.2% 58.2%
今日行情
排名 # 币种 最新价 24H最高 24H最低 24H量 流通市值 24H涨跌幅 币种 最新价 24H涨跌幅
1 $ 80377.2 $8.10万 $7.94万 $5.05亿 $1.61兆 -0.22% -0.22%
2 $ 2330.53 $2,365.19 $2,293.12 $1.74亿 $2,812.80亿 -0.34% -0.34%
3 $ 1.2911 $1.31 $1.27 $2,971.83万 $786.50亿 -0.56% -0.56%
4 $ 741.6 $744.10 $732.30 $692.72万 $1,011.24亿 -0.28% -0.28%
5 $ 1.00129 $1.00 $1.00 $4,674.24万 $708.06亿 0.02% 0.02%
6 $ 101.47 $102.27 $99.90 $7,013.11万 $574.87亿 0.22% 0.22%
7 $ 0.3308 $0.33 $0.33 $193.89万 $313.33亿 0.48% 0.48%
8 $ 0.07716 $0.08 $0.08 $1,541.22万 $129.80亿 0.56% 0.56%
9 $ 279.6 $284.48 $271.60 $63.06万 $55.86亿 2.34% 2.34%
10 $ 77.11 $77.66 $74.98 $2,227.97万 $261.67亿 1.07% 1.07%
11 $ 0.20457 $0.21 $0.20 $217.43万 $73.55亿 0.01% 0.01%
12 $ 80227.6 $8.06万 $7.93万 $2,009.07 $103.43亿 0.07% 0.07%
13 $ 8.975 $9.02 $8.89 $809.43 $82.72亿 -0.26% -0.26%
15 $ 0.1692 $0.17 $0.17 $69.25万 $54.84亿 -0.13% -0.13%
16 $ 56.67 $57.34 $56.00 $368.68万 $43.47亿 0.69% 0.69%
17 $ 0.07742 $0.08 $0.08 $107.87万 $33.13亿 0.65% 0.65%
18 $ 1223.84 $1,241.81 $1,177.83 $1,853.70万 $201.64亿 0.74% 0.74%
19 $ 8.961 $8.99 $8.77 $172.59万 $38.55亿 1.33% 1.33%
20 $ 0.000004852 $0.00 $0.00 $14.67万 $28.59亿 -0.24% -0.24%
21 $ 0.9173 $0.93 $0.90 $905.99万 $34.79亿 0.1% 0.1%
22 $ 0.05404 $0.06 $0.05 $18.02万 $20.86亿 -1.15% -1.15%
23 $ 0.05299 $0.05 $0.05 $38.96万 $14.17亿 -0.01% -0.01%
24 $ 7.017 $7.11 $6.69 $681.13万 $44.57亿 4.24% 4.24%
25 $ 1.0251 $1.05 $1.00 $146.70万 $16.95亿 0.31% 0.31%
26 $ 0.5159 $0.53 $0.51 $12.67万 $16.78亿 0.56% 0.56%
27 $ 4026.89 $4,031.85 $3,993.83 $27.38万 $15.34亿 0.63% 0.63%
28 $ 0.712 $0.71 $0.70 $271.51万 $17.77亿 0.8% 0.8%
29 $ 135.6 $138.96 $133.60 $776.41万 $20.76亿 -0.36% -0.36%
30 $ 0.0000016098 $0.00 $0.00 $4,206.12 $16.10亿 0.01% 0.01%
31 $ 251.65 $255.27 $247.22 $163.30万 $26.59亿 1.17% 1.17%
32 $ 108.89 $109.50 $106.60 $181.75万 $22.87亿 1.64% 1.64%
33 $ 0.000004372 $0.00 $0.00 $1,538.36万 $18.39亿 -1.9% -1.9%
34 $ 7.533 $7.59 $7.40 $21.32万 $11.68亿 0.17% 0.17%
35 $ 4.56 $4.70 $4.42 $2,585.98万 $58.58亿 2.33% 2.33%
36 $ 2.607 $2.66 $2.56 $48.09万 $14.24亿 -0.03% -0.03%
37 $ 0.07633 $0.08 $0.07 $40.84万 $6.40亿 0.35% 0.35%
38 $ 0.44 $0.46 $0.43 $1,360.36万 $11.90亿 -2.35% -2.35%
39 $ 1.648 $1.66 $1.61 $8.54万 $8.02亿 2.23% 2.23%
40 $ 0.9982 $1.00 $1.00 $489.45万 $9.81亿 0.02% 0.02%
41 $ 0.20604 $0.21 $0.19 $1,091.88万 $16.40亿 5.67% 5.67%
42 $ 0.998 $1.00 $1.00 $6,342.14 $8.54亿 0.06% 0.06%
43 $ 0.03546 $0.04 $0.04 $70.90万 $9.61亿 -0.86% -0.86%
44 $ 219.51 $221.96 $181.83 $358.79万 $26.50亿 20.56% 20.56%
45 $ 0.10503 $0.11 $0.10 $7.00万 $9.28亿 2.14% 2.14%
46 $ 0.006085 $0.01 $0.01 $5.02万 $5.03亿 -0.37% -0.37%
47 $ 0.03361 $0.03 $0.03 $47.47万 $6.41亿 5.22% 5.22%
48 $ 0.698 $0.71 $0.69 $32.12万 $5.24亿 0.4% 0.4%

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