Altman和Brockman重磅加盟！华尔街大行看多微软

智通财经2023-11-20

11月20日，Wedbush Securities分析师Dan Ives周一表示，微软聘请OpenAI前联合创始人Sam Altman和Greg Brockman后，该公司在人工智能(AI)领域处于比以前更“强大”的地位，并结束了过去几天的“令人尴尬的马戏表演”。Ives予微软“跑赢大盘”评级，目标价为425美元。他把Altman被解雇的整个过程比作一场扑克牌游戏的可怕失误。Ives表示：“...

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Wall Street Banks Look More at Microsoft","themeId":"25955d19fa2d43939e83c90cfa835330","isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/0b138a87a5df2f5c4c89a278a53944a9","symbols_score_info":{"MSFT":1},"content_text":"11月20日，Wedbush Securities分析师Dan Ives周一表示，微软聘请OpenAI前联合创始人Sam Altman和Greg Brockman后，该公司在人工智能(AI)领域处于比以前更“强大”的地位，并结束了过去几天的“令人尴尬的马戏表演”。Ives予微软“跑赢大盘”评级，目标价为425美元。他把Altman被解雇的整个过程比作一场扑克牌游戏的可怕失误。Ives表示：“简而言之，OpenAI的4人董事会就像坐在孩子们的牌桌上，以为自己赢了，直到Nadella和微软在一场旷日持久的世界扑克大赛中把一切都揽了过来，硅谷和华尔街都在紧张地看着这场比赛。”“我们认为，从人工智能的角度来看，微软现在甚至处于更有利的地位，因为Altman和Brockman在微软负责人工智能。”Ives补充说，如果微软失去Altman，他可能会去亚马逊、谷歌 、苹果或其他几家公司。Ives表示:“他现在在微软总部领导关键的人工智能工作，我们预计许多重要的科学家和开发人员将离开OpenAI，直接前往微软。”据了解，微软首席执行官Satya Nadella周一凌晨在社交媒体平台上发文称，公司“非常兴奋”能让Altman和Brockman加入公司，领导先进的人工智能研究。Nadella写道:“我们期待着迅速采取行动，为他们提供成功所需的资源。”Nadella还表示，微软将致力于与OpenAI的合作，以及在Ignite大会上宣布的一切，并期待“了解(新任首席执行官)Emmett Shear和OpenAI的新领导团队，并与他们合作。”据报道，今年早些时候，微软向OpenAI投资了“数十亿”美元，获得了OpenAI 49%的股份。OpenAI是广受欢迎的ChatGPT的制造商。截至发稿，微软盘前涨0.85%，报372.99美元。","kind":"news","is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":3,"commentSize":0,"repostSize":0,"favoriteSize":3,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.29.3","shortVersion":"4.29.3","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2384556905"}