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大行評級|花旗:微降Alphabet目標價至229美元 資本支出指引影響自由現金流和每股盈利預測
格隆匯 02-06 11:08

花旗發表研報指,對谷歌母公司Alphabet第四季業績表現持正面看法,指出雖然雲計算需求似乎受算力限制,但同時搜尋業務和YouTube的增長重新加快。該行指,Alphabet明確表示2025年資本支出將增至750億美元,按年增幅達43%,影響了該行對自由現金流和每股盈利的預測,因此將目標價由232美元降至229美元。

花旗表示,隨着谷歌AI概覽搜尋服務已在全球超過100個國家推出,對查詢量增加感到樂觀鼓舞,預期該業務增長會更持久,另外公司持續對在線廣吿業務加大投資,預期整體在線廣吿仍相對健康,期望在5月舉行的I/O開發者年會上可得到更多有關谷歌AI產品路線圖的細節。

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