计算机行业：谷歌FY24Q2业绩跟踪：业绩略超预期全年资本开支维持高水平

招商证券股份有...10:01

谷歌发布FY24Q2 业绩，总营收达847.42 亿美元，同比增长14%，略超彭博一致预期。谷歌云的季度收入和季度营业利润分别首破100 亿美元和10 亿美元。公司全年资本开支维持高水平，持续投资于技术人才和基础设施领域，并预期营业利润率高于2023 年。整体业绩略超预期。谷歌母公司第二季度营收为847.42 亿美元，超过彭博一致预测的843.67 亿美元，同比增长14%；净利润为236.19 ...

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也是关键投资领域。展望未来，谷歌将继续投资于顶尖的工程项目和技术人才，特别是云和基础设施，预期全年资本开支维持高水平，平均季度资本支出将大致等于或高于第一季度120 亿美元的资本支出。业绩展望：收入方面，第三季度预期将在一定程度上迎来2023 年下半年广告收入增长的高峰，其中部分来自亚太地区的零售商。YouTube TV 涨价对同比增长率的影响将持续。谷歌制造产品发布将有利于今年Q3 的收入。利润方面，本季度利润率提升，得益于成本结构优化和收入增长，现阶段继续控制费用增长，以支持未来的资本开支。第二季度员工人数下降，但预期第三季度小幅回升，因为公司将引进新的毕业生。预计2024 年营业利润率将超过2023年。风险提示：市场竞争加剧；AI 应用落地不及预期；前沿人工智能技术发展不及预期；客户优化资本支出；市场风险偏好下行；宏观环境波动。","kind":null,"is_publish_news":true,"is_publish_highlight":false,"is_publish_live":null,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; 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计算机行业：谷歌FY24Q2业绩跟踪：业绩略超预期 全年资本开支维持高水平

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计算机行业：谷歌FY24Q2业绩跟踪：业绩略超预期全年资本开支维持高水平