高盛喊買微軟：AI 毛利飆漲追雲端，目標價 640 美元

Published Sep 22, 2026 08:43 UTC |

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高盛最新路演紀要指出，微軟 AI 單位經濟學比雲端週期更健康，毛利率有望追上雲端業務；長期資本支出佔比降至 3 […]

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