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Wedbush称，微软与OpenAI的修订协议“总体上是积极的”。

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-- Wedbush Securities周一在一份报告中指出，微软(MSFT)与OpenAI修订后的协议对微软而言是“净收益”，因为微软锁定了对OpenAI技术的六年知识产权控制权，并保持了OpenAI的相当大一部分股份。 该券商表示，这项协议对微软而言意义重大，因为微软正寻求在技术上摆脱对OpenAI的依赖，同时打造其Copilot助手，并在其Office 365工具中利用Anthropic的AI模型。 报告称，根据新协议，微软将继续持有OpenAI技术的许可至2032年，但该许可不再是独家许可。Wedbush表示，微软将不再向OpenAI支付收入分成，而OpenAI向微软支付的收入分成将继续按相同比例支付至2030年，但总额设有上限。 该券商表示，修订后的协议也为OpenAI即将进行的首次公开募股（IPO）奠定了“强劲的发展基础”，使其在云计算领域拥有更清晰的发展机遇，同时减少了与微软原有合作关系带来的障碍。 Wedbush维持对微软的“跑赢大盘”评级，目标价为575美元。

Price: $422.15, Change: $-2.45, Percent Change: -0.58%

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