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高盛对微软维持「买入」评级,12个月目标价为640美元

2026.09.22 20:02:02

Goldman Sachs recently released a research report stating that the bank held a series of investor meetings with Microsoft (MSFT.US) executives over the past two weeks. The firm noted that Microsoft has made several key AI decisions over the past three years, and these moves are now paying off as enterprises increasingly prioritize evaluating AI platform products. Goldman Sachs maintained its "Buy" rating on Microsoft in the report, identifying key areas for future value discovery as improvements to MAIA (Microsoft's self-developed AI chip) and MAI, plus the momentum of its enterprise platform in the market. The 12-month price target for Microsoft is $640, which implies nearly 28% upside from the stock's Monday closing price of $501.61.

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