《Bull v. Bear: MSFT Upgrade Points to AI Growth Adding Muscle to Mag 7 Stock》
微软稳健的管理层与资产负债表支撑看多逻辑，随着AI驱动的营收增长恢复、利润率担忧消退。
Microsoft 获得了 Stifel 的信心认可，Stifel 将这家科技巨头评级从“持有”上调至“买入”。该公司将目标价从 530 上调至 575。这意味着它比昨天的收盘价高出约 15%。
Microsoft has received a sign of confidence from Stifel, which upgraded the tech giant to a 'buy' rating from 'hold'. The company raised its price target from 530 to 575. This means it is about 15 percent higher than yesterday's closing price.
Stifel 预计 Microsoft 的 Azure 云业务将强劲增长，Copilot 和 GitHub 的使用量也将不断增加。
Stifel expects strong growth in Microsoft's Azure cloud business and increasing use of Copilot and GitHub.