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《大行報告》富瑞上調Alphabet(GOOGL.US)目標價至130美元 評級「買入」
阿思達克 02-06 10:15
富瑞發表研究報告指,Alphabet(GOOGL.US)在第四季仍然充滿挑戰。廣告支出疲弱和外匯逆風導致廣告部分較預期有低單位數落差,但由於硬件和YouTube訂閱量的增長,整體收入符合預期。該行對公司更關注成本和將AI資產貨幣化感鼓舞,又認為即使本年至今股價累升22%,現估值具吸引力,不過短期可能要「抖抖」。 該行表示,集團的核心搜索業務在向數字和移動轉移的過程中仍能吸引廣告收入增加,另YouTube是利用線上視頻優勢的最佳平台,又指Google Cloud將會是集團的另一突破。該行將集團目標價上調21%,由125美元升至130美元,評級為「買入」。
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