Microsoft 750 million dollar evaziga Perplexity’ni sotib olganidan so‘ng, Microsoft aksiyalarini sotib olish yoki sotish kerakmi?

币界网报道：微软与人工智能初创公司Perplexity签署了一项价值7.5亿美元的云服务协议，允许其通过微软的Foundry服务部署来自OpenAI、Anthropic和xAI的模型，以期提升其Azure业务。尽管达成了这项合作，微软股价仍下跌近3%，至411美元左右，延续了过去六个月24%的跌幅。近期财报不及预期是主要原因，Azure 39%的增长率和126亿美元的PC营收均低于预期。分析师们普遍看好微软，49位分析师中有41位给予“强烈买入”评级。币界网 xabariga ko‘ra, Microsoft sun’iy intellekt startapi Perplexity bilan 750 million dollarlik bulutli xizmat shartnomasini imzoladi. Bu shartnoma Perplexity’ga Microsoft’ning Foundry xizmati orqali OpenAI, Anthropic va xAI’dan modellarni joylashtirish imkonini beradi va shu orqali Azure biznesini rivojlantirish ko‘zda tutilgan. Ushbu hamkorlikka erishilganiga qaramay, Microsoft aksiyalari qariyb 3% ga pasayib, taxminan 411 dollarga tushdi va so‘nggi olti oyda 24% ga pasayishni davom ettirdi. Yaqinda e’lon qilingan moliyaviy hisobotlar kutilgan natijalarga javob bermadi, Azure 39% o‘sish sur’ati va 12.6 milliard dollarlik PC daromadi ham kutilganidan past bo‘ldi. Tahlilchilar Microsoft’ga ijobiy baho bermoqda, 49 tahlilchidan 41 tasi kompaniyaga “kuchli sotib olish” reytingini berdi.