Morgan Stanley maintains Microsoft (MSFT.US) "Overweight" rating: The more AI models, the more valuable Microsoft's "orchestration power" becomes.

智通财经2026/10/14 03:26

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According to Zhitong Finance APP, at the turning point where the AI race has shifted from "whose model is the strongest" to "who can truly turn models into enterprise productivity," Morgan Stanley, based on its latest CIO survey, casts its vote for Microsoft (MSFT.US).

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Morgan Stanley maintains Microsoft (MSFT.US) "Overweight" rating: The more AI models, the more valuable Microsoft's "orchestration power" becomes.

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