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《大行報告》美銀證券上調Alphabet(GOOGL.US)目標價至146美元 評級「買入」
美銀證券發表研究報告指,Alphabet(GOOGL.US)舉行一連三日的Google Cloud Next年度大會,活動上展示出谷歌雲端業務對各領域的人工智能發展與關注,以及與NVIDA(NVDA.US)等合作夥伴與客戶的關係,相信由於谷歌雲正在集成各種LLM模型和NLP功能,此次活動將有助於減少市場對於其能力的擔憂,維持對Alphabet的「買入」評級,並將雲端業務發展視為股價的積極推動因素。 該行提到,谷歌雲展示出強大的人工智能能力,現時已吸引到不少客戶,相信對提升利潤率、市場份額及未來幾年收入都有幫助的增長,相應將2023至2025年收入預測上調至2,563.6億、2,891.1億及3,227.2億美元,每股盈利預測上調至7.33、8.39及9.5美元,目標價亦從142美元升至146美元。
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