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瑞信:上调微软(MSFT.US)目标价至235美元,维持“跑赢大盘”评级

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瑞信:上调微软(MSFT.US)目标价至235美元,维持“跑赢大盘”评级 © Reuters. 瑞信:上调微软(MSFT.US)目标价至235美元,维持“跑赢大盘”评级

智通财经APP获悉,瑞信分析师Brad Zelnick将微软(MSFT.US)的目标价从225美元上调至235美元,并维持其“跑赢大盘”评级。

这位分析师指出,微软报告的第一季度业绩“强劲”,凭借强劲的商业云计算和Azure增长,超额完成主要指标。

Zelnick认为,尽管有信息技术支出方面的担忧,尤其是在内部基础设施方面,但与去年同期相比,服务器产品的交付状况还是不错的。

总体而言,虽然分析师确实认为其中某些信息技术支出是微软特定的,他相信微软的业绩将缓解投资者产生的担忧。

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