AI将带来机遇！高盛坚定看好Alphabet：股价有望再涨25%

媒体滚动10:14

财联社7月25日讯（编辑卞纯）Alphabet股价周三下跌，此前一天，该公司公布了喜忧参半的财报。但高盛分析师仍坚定看涨该股，对Alphabet的人工智能机遇持乐观态度。尽管Alphabet周二公布的财报超出预期，但在一些关键领域表现欠佳。上季度，该公司每股收益为1.89美元，预期为1.85美元。然而，YouTube的广告收入低于华尔街的预期，为86.6亿美元，而预期为89.5亿美元。上季度的...

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Goldman Sachs firmly bullish on Alphabet: stock price is expected to rise another 25%","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"GOOG":1,"GOOGL":1},"content_text":"财联社7月25日讯（编辑 卞纯）Alphabet股价周三下跌，此前一天，该公司公布了喜忧参半的财报。但高盛分析师仍坚定看涨该股，对Alphabet的人工智能机遇持乐观态度。\n尽管Alphabet周二公布的财报超出预期，但在一些关键领域表现欠佳。上季度，该公司每股收益为1.89美元，预期为1.85美元。然而，YouTube的广告收入低于华尔街的预期，为86.6亿美元，而预期为89.5亿美元。上季度的资本支出也高于预期，为132亿美元。\n周三，Alphabet股价下跌逾5%。该股今年以来上涨约25%，超过了以科技股为主的纳斯达克综合指数近18%的涨幅。\n\n人工智能机遇\n在Alphabet发布财报后，高盛在一份报告中将该股的目标价从211美元上调至217美元，较当前的174.37美元高出了近25%。\n高盛表示，其乐观情绪主要来自Alphabet的人工智能机遇。\n\n“虽然我们无法反驳投资者围绕搜索未来的持续争论，但我们仍然相信Alphabet的定位是一家人工智能优先的公司。”高盛分析师指出，并补充称，Alphabet可以进一步将其人工智能工具整合到其现有的应用程序中。\n\n不过，在周二的财报电话会议上，投资者似乎对Alphabet如此大举投资人工智能能否带来回报感到担忧。Alphabet的高管们回答了许多关于人工智能货币化的问题，包括人工智能生成的搜索结果摘要以及人工智能与其云业务的整合。\nAlphabet高管们没有提供具体的数字，但强调其人工智能野心将产生长期回报。\n\n“我认为，随着时间的推移，这将最终成为一个巨大的推动力，”Alphabet首席执行官桑达尔·皮查伊在谈到人工智能与云计算部门的整合时称。\n\n皮查伊还表示，AI产品可能很快就会带来收入，而不仅仅是帮助企业削减成本和提高效率，但他没有提供时间表。\n高盛分析师并不担心人工智能可能需要很长时间才能带来收益，但他们表示，预计投资者将继续关注Alphabet搜索的未来、营业利润率结果以及对数据中心和技术基础设施的长期投资。\n\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：于健 SF069","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; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.25.1","shortVersion":"4.25.1","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2454895323"}