Goldman Sachs: Maintains “Buy” rating on Microsoft, stating AI spending is a long-term moat

格隆汇2026/04/13 12:43

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Golden Finance April 13｜Goldman Sachs analyst Gabriela Borges released a research report, maintaining a bullish stance on Microsoft with a "Buy" rating. Even as computing power remains tight and management continues to focus on internal artificial intelligence (AI) workloads, Azure has still maintained a robust growth rate of over 30% (at constant exchange rates). Although AI-driven capital expenditure increases have impacted market sentiment, in the long term, this highlights Microsoft's significant opportunities in the fields of cloud computing and AI.

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华尔街见闻•2026/10/15 13:26