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瑞銀稱，Alphabet第一季業績凸顯搜尋和雲端業務強勁，但成本攀升。

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-- 瑞銀證券週四在一份報告中指出，Alphabet（GOOG，GOOGL）第一季的搜尋和雲端業務業績表明，生成式人工智慧將貢獻更強勁的收入，但不斷上升的投資成本和估值擔憂正促使市場關注利潤率。 瑞銀將Google2027年的廣告收入預期上調約1%，2028年上調約2%，並將雲端業務收入預期上調23%，2028年上調7%。報告稱，隨著成長預期調整，市場關注點轉向成本，Google預計2027年將是另一個投資大年。 報告指出：「由於Google通常不提供未來年份的業績指引，因此可能需要幾個季度才能將2027年的資本支出納入預期，這為未來的每股收益預測帶來了潛在風險。」瑞銀表示，鑑於谷歌的估值過高，其他互聯網巨頭公司可能提供更好的風險回報機會。 該公司將第二季GAAP稀釋後每股收益預期從3美元上調至3.07美元，第三季從3.06美元上調至3.07美元，2026年從12.05美元上調至14.42美元，2027年從13.96美元上調至15.78美元，2028年從16.50美元 瑞銀將Alphabet股票的目標價從375美元上調至410美元，並維持「中性」評級。

Price: $376.19, Change: $+28.88, Percent Change: +8.32%

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