苹果公司后下一个市值超过3万亿美元的公司会是谁？

Wedbush分析师周三(5日)重申了对微软(NASDAQ:MSFT)的增持评级以及每股375美元的目标价，得益于微软云计算市场份额持续扩大。

分析师还认为，微软最早可能于明年初，成为苹果(NASDAQ:AAPL)之后，下一间市值达3万亿美元的上市公司。

他们确信，于ChatGPT/AI变现价值的支持下，微软的股价可能会上升40-50美元。

Wedbush的研究报告写道：“我们相信，NVIDIA令全世界瞠目结舌的业绩指引是微软于人工智能领域的晴雨表，我们最近6月份进行的季度调查进一步证实，微软于此领域的盈利时间点比华尔街预期的要早得多。”

“我们估计，过去几年微软于云业务Azure上每投入的100美元，就会增加35- 40美元的人工智能支出，这将改变纳德拉和微软未来的游戏规则以及潜在市场规模。”

“我们的论点仍然是，云计算以及基础产品Office 365/Windows生态系统将于微软未来的发展中占据越来越大的份额，并最终提振2023/2024财年的增长和利润率，即使经济低迷。我们也相信，微软才刚刚开始进入下一个增长阶段，ChatGPT和人工智能也将于未来几年为微软的故事增添新的增长点。”

往期推荐

纳斯达克100指数将重现科网股泡沫？

美国股市于7月将迎四大考验该怎么应对？

工信部发布新能源车准入新规

机动车检验标志电子化将覆盖全国

苹果新高！市值3万亿稳了？

周四，苹果收涨近0.2%，收盘价189.59美元，连续三日刷新上周四所创的收盘历史高位，市值继续逼近3万亿美元大关。今年以来，美国科技股强势反攻，年初至今苹果股价已飙涨51.59%。你认为苹果能否站稳3万亿美元市值？

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

精彩评论

焦糖布丁11
2023-07-07
焦糖布丁11
苹果实在太赚钱了，是字面意义上的富可敌国
抄底剁手啊
2023-07-07
抄底剁手啊
苹果为啥能市值这么高
吾股丰登123
2023-07-07
吾股丰登123
和人工智能相关的公司应该有可能
考股学家
2023-07-07
考股学家
纳斯达克只有更高没有最高
每天涨停板敢死队
2023-07-07
每天涨停板敢死队
苹果能涨那么多，全靠内地的人

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