《大行報告》美銀證券上調Alphabet(GOOGL.US)目標價至149美元 評級「買入」
美銀發表報告指,Alphabet(GOOGL.US)上季度收入641億美元,高於市場預期的633億美元,搜尋量按年增加11%,符合該行預期,略高於市場預期的10%。管理層強調,會透過AI繼續提升搜尋器功能,並將廣告及搜尋結果結合。
報告指,雖然公司雲業務表現遜預期,但該業務只佔整體盈利約2%,明年搜尋服務及YouTube繼續增長,廣告復甦步伐強勁,又預期公司將會受惠AI發展。
該行將公司第四季淨收入預測上調1%,GAAP每股盈利預測上調3%,主要因為員工數目及稅率減少。2024年度淨收入預測上調0.4%至2,890億美元,主要受惠廣告收入較預期為高,每股盈利預測由6.7美元上調至6.73美元。目標價由146美元上調至149美元,重申評級「買入」。
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