《大行報告》大摩:Alphabet(GOOGL.US)推聊天機械人Gemini方案 料令2025年全球息稅前利潤潛在升5%
摩根士丹利發表報告指,Alphabet(GOOGL.US)正式推出聊天機械人Gemini Advanced付費計劃,月費20美元,向個人化AI助理再邁進一步,估計方案在美國推出後,2025年息稅前盈利(EBIT)有望提升1%,若果在全球推出,則有望提升5%,不過由於應用的進度仍然不明確,因此未有將相關假設計入預測分析模型中。
該行認為,更大及更重要的商機,是透過生成式AI功能及Gemini,改善廣告投放效益,以及更了解客戶的消費取向,對Alphabet目標價165美元,評級「增持」。
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