《大行報告》高盛上調Alphabet(GOOGL.US)目標價至132美元 評級「買入」
高盛發表研究報告指,Alphabet(GOOGL.US)今年首季搜尋業務收入好過市場預期,在現時宏觀經濟形勢下仍錄得增長,YouTube繼續受惠於消費向互聯網電視和短視頻的轉變趨勢,公司同時在長視頻、短視頻、直播等領域中維持領導地位,為收入帶來增長動力。
該行又指,公司雲端業務收入增長強勁,並推高盈利能力,相信可成為未來幾年盈利增長主要驅動力,重申對其正面看法,並繼續將Alphabet視作領先的人工智能及機器學習驅動型企業,重申「買入」評級,目標價上調至132美元。
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