《大行報告》瑞銀上調Alphabet(GOOGL.US)目標價至120美元 評級「買入」
瑞銀發表研究報告指,Alphabet(GOOGL.US)近期發展策略透露出較謹慎取態,因此對其人工智能生成發展帶來的短期財務風險看法略有好轉,但同時公司對基礎設施技術的資本開支投入增加,反映正在為更多的計算需求作準備,整體而言相信Alphabet仍未走出困境,預期宏觀經濟將繼續帶來壓力。
瑞銀維持「買入」評級,在更高估值支持下將目標價由110美元提升至120美元,對應預測市盈率約20倍不變。
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