《大行報告》美銀證券微降Alphabet(GOOGL.US)目標價至173美元 重申「買入」評級
美銀證券發表研報指,谷歌母公司Alphabet(GOOGL.US)上季收入及每股盈利勝預期,主要帶自於谷歌雲與訂閱服務的增長,以及稅務支出減少所帶動,期內所有主要業務按年增長均加快,惟搜尋引擎業務未如預期,加上資本開支料大幅增加,相信將帶來負面影響。
美銀將其2024至2025年收入預測下調至2,890.92億及3,216.15億美元,並新增2026年收入預測為3,544.75億美元,每股盈利預測分別為8.51、9.67及10.84美元。
該行表示,對2024年首季收入及每股盈利預測基本維持不變,全年資本支出預期則上調至450億美元。隨著所有主要業務增長加快,以及生成式AI整合為首的AI資產基礎,相信Alphabet將成為AI發展的受益者,將目標價略微由175美元下調至173美元,重申「買入」評級。
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