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《大行報告》大摩上調Alphabet(GOOGL.US)目標價至165美元 維持「增持」評級
阿思達克 02-01 15:44
摩根士丹利發表研究報告指,雖然Alphabet(GOOGL.US)的資本支出有所增加,但憧憬可驅動生成式人工智能發展、雲端及訂閱服務收入內生增長,維持「增持」評級,目標價由150美元上調至165美元。 去年第四季搜索引擎業務表現略遜預期,大摩相應將2024及2025年搜尋業務收入預測下調4%及6.5%,而訂閱服務及雲端業務收入增長預期將有助抵銷部分影響,令今明兩年收入僅跌1%及2%。大摩同時預測谷歌今明兩年EBIT將增長3%及2%,維持2025年自由現金流預測為1,060億美元不變。
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