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《大行報告》美銀證券上調Alphabet(GOOGL.US)目標價至142美元 評級「買入」
阿思達克 07-21 09:38
美銀證券發表報告,預料Alphabet(GOOGL.US)次季收入達607億美元,及由於成本節約及裁員,料次季核心利潤率將按年增長64個基點,而受技資收入上升推動,料通用會計準則每股盈利1.42美元,高於市場預期的1.34美元,估計搜尋業務和其他增長將加速210個基點至按年4%。 該行指,市場對集團將大型語言模型(LLM)整合在其搜尋業務為收入及成本帶來的影響存在爭議,但該行相信集團有能力控制整合LLM的步伐。 該行認為,次季業績將展示出由成本主導的上行空間,數據顯示下半年搜索業務將會加速,主要是宏觀環境改善,以及最新廣告商AI工具。此外,該行指,Alphabet是今年互聯網股中具防禦性的股票,主要是考慮到集團支出成本的靈活性及股票回購,令其盈利相對地穩定。 該行將其目標價由128美元上調至142美元,維持其評級為「買入」。(ca/k) ~
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