大行評級|花旗:維持對Alphabet“買入”評級 對GCP的前景略爲樂觀
花旗表示,在參加了Google Cloud Next後,對Google Cloud Platform(GCP)的前景略爲樂觀,這得益於其在AI工具(以Gemini 2.5系列模型爲首)、代理(Agent)產品(宣佈了10多個新代理)以及基礎設施升級(如TPU v7)方面的持續進展。儘管當前宏觀環境存在挑戰,花旗與與會者的對話中關於AI及代理帶來的好處與節省的更積極基調,也令該行感到驚喜。
該行維持對Alphabet“買入”評級,但因整體線上廣告市場的可見度受關稅影響而更有限,將目標價由229美元下調至195美元。需要明確的是,花旗依然相信谷歌的產品光環及其帶有AI模式的新搜索體驗能夠推動搜索使用量和相對穩定的收入增長。該行期待5月20日的Google I/O大會能提供更多關於Google AI產品的深入見解。
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