-- 獨立研究機構CFRA向提供了以下研究報告。 CFRA分析師總結如下：Google(GOOGL)第一季業績表現卓越，營收達1,099億美元（年成長22%，高於先前18%的預期），每股盈餘(EPS)為5.11美元，遠超市場普遍預期的2.63美元。谷歌雲端表現特別突出，營收成長高達63%，達到200億美元，成長遠超歷史水平，充分展現了其在滿足企業級人工智慧需求方面的成功。雲端業務積壓訂單幾乎翻了一番，超過4,600億美元，為未來營收提供了強勁的可見性，也驗證了管理層在人工智慧基礎設施方面的投資。人工智慧的強勁發展勢頭正在為整個生態系統帶來高投資回報率，Gemini模型每分鐘處理160億個代幣（環比增長60%），並推動了核心產品（包括搜尋業務）的使用量增長，其中搜尋業務營收達到604億美元（增長19%）。儘管在人工智慧領域投入大量資金，營運槓桿仍強勁，營業利潤率提升200個基點至36.1%，營業收入成長30%至397億美元。我們認為，多元化的成長鞏固了平台實力，Google服務業務成長16%，而Waymo等新興項目也取得了進展，每周自動駕駛出行量達到50萬次。
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