ljCEO
2023-05-16
得不到肉吃就说肉是臭的
Alphabet’s Stock Catches a Rare Downgrade, With Analyst Citing AI Threat to Google
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This comes even as Alphabet ramps up its Bard AI chatbot.</p><p>“We think concern over whether the company can maintain its dominant position through this massive technology transformation will hold back valuation,” he wrote. “We consider search competition from Microsoft a lesser threat than risk of displacement from behavioral change as users interact more with AI assistants to find information.”</p><p>Sanderson envisions a future in which social-media companies play a greater role in delivering information to users through AI assistants.</p><p>“They have so much more opportunity to engage with users and massive amounts of behavioral and personal data contained only in their networks,” he wrote. “We do not see this as an existential threat to Google, but this behavior will become a competitive force against its dominance in connecting users to information.”</p><p>Alphabet’s valuation could be “volatile” as investors wait to see how the AI transition shapes up, in Sanderson’s view.</p><p>More positively, he said that advertising spending has been more resilient than he expected, although he prefers shares of Amazon.com Inc. and Meta Platforms Inc. in the large-cap tech space. Sanderson upgraded Meta’s stock to buy from hold Monday, writing of underappreciated revenue potential.</p><p>He also thinks that Alphabet will do a “better job” of cutting expenses than Wall Street anticipates, given that the company has “a more meaningful opportunity to reduce costs,” especially when looking at its per-employee costs relative to peers Apple Inc. and Microsoft Corp.</p><p>Shares of Alphabet were off about 0.5% in Monday’s trading. They’ve rallied 33% so far this year, as the S&P 500 has gained roughly 7%.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Alphabet’s Stock Catches a Rare Downgrade, With Analyst Citing AI Threat to Google</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAlphabet’s Stock Catches a Rare Downgrade, With Analyst Citing AI Threat to Google\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1012688067\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2023-05-15 22:20</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Loop Capital is worried about a broader change in the way people will start getting their information</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/18a45094b63370cc569b3db39b4835c8\" alt=\"Alphabet is ramping up its Bard AI chatbot, but one analyst is concerned about competition from rival services in the race to deliver information.\" title=\"Alphabet is ramping up its Bard AI chatbot, but one analyst is concerned about competition from rival services in the race to deliver information.\" tg-width=\"700\" tg-height=\"456\"/><span>Alphabet is ramping up its Bard AI chatbot, but one analyst is concerned about competition from rival services in the race to deliver information.</span></p><p style=\"text-align: start;\">Analysts are an overwhelmingly bullish group when it comes to Alphabet Inc.’s stock, but one is breaking from the pack.</p><p style=\"text-align: start;\">Loop Capital Markets analyst Rob Sanderson downgraded shares of the Google parent company to hold from buy Monday, writing that fears about competitive pressures from artificial intelligence could weigh on the name going forward. This comes even as Alphabet ramps up its Bard AI chatbot.</p><p>“We think concern over whether the company can maintain its dominant position through this massive technology transformation will hold back valuation,” he wrote. “We consider search competition from Microsoft a lesser threat than risk of displacement from behavioral change as users interact more with AI assistants to find information.”</p><p>Sanderson envisions a future in which social-media companies play a greater role in delivering information to users through AI assistants.</p><p>“They have so much more opportunity to engage with users and massive amounts of behavioral and personal data contained only in their networks,” he wrote. “We do not see this as an existential threat to Google, but this behavior will become a competitive force against its dominance in connecting users to information.”</p><p>Alphabet’s valuation could be “volatile” as investors wait to see how the AI transition shapes up, in Sanderson’s view.</p><p>More positively, he said that advertising spending has been more resilient than he expected, although he prefers shares of Amazon.com Inc. and Meta Platforms Inc. in the large-cap tech space. Sanderson upgraded Meta’s stock to buy from hold Monday, writing of underappreciated revenue potential.</p><p>He also thinks that Alphabet will do a “better job” of cutting expenses than Wall Street anticipates, given that the company has “a more meaningful opportunity to reduce costs,” especially when looking at its per-employee costs relative to peers Apple Inc. and Microsoft Corp.</p><p>Shares of Alphabet were off about 0.5% in Monday’s trading. They’ve rallied 33% so far this year, as the S&P 500 has gained roughly 7%.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4097":"系统软件","LU0957808578.USD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"ZU\" (USD) ACC","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU0109391861.USD":"富兰克林美国机遇基金A Acc","LU0456855351.SGD":"JPMorgan Funds - Global Equity A (acc) SGD","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","IE00BJTD4V19.USD":"NEUBERGER BERMAN US LONG SHORT EQUITY \"A1\" (USD) ACC","LU2237443382.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA USD","LU0052756011.USD":"TEMPLETON GLOBAL BALANCED \"A\" (USD) INC","LU0312595415.SGD":"Schroder ISF Global Climate Change Equity A Acc SGD","SG9999001077.SGD":"United International Growth Fund SGD","LU0056508442.USD":"贝莱德世界科技基金A2","BK4548":"巴美列捷福持仓","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","GOOG":"谷歌","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","IE00BBT3K403.USD":"LEGG MASON CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A(USD) ACC","GOOGL":"谷歌A","BK4528":"SaaS概念","LU0128525689.USD":"TEMPLETON GLOBAL BALANCED \"A\"(USD) ACC","LU0109392836.USD":"富兰克林科技股A","LU0353189763.USD":"ALLSPRING US ALL CAP GROWTH FUND \"I\" (USD) ACC","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","BK4191":"家用电器","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","BK4585":"ETF&股票定投概念","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","BK4576":"AR","LU0130102774.USD":"Natixis Harris Associates US Equity RA USD","LU0097036916.USD":"贝莱德美国增长A2 USD","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","SG9999014898.SGD":"United Global Quality Growth Fund Dis SGD","LU1691799644.USD":"Amundi Funds Polen Capital Global Growth A2 (C) USD","LU0672654240.SGD":"FTIF - Franklin US Opportunities A Acc SGD-H1","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","BK4525":"远程办公概念","LU0786609619.USD":"高盛全球千禧一代股票组合Acc","BK4577":"网络游戏","LU0130103400.USD":"Natixis Harris Associates Global Equity RA USD","LU0354030511.USD":"ALLSPRING U.S. LARGE CAP GROWTH \"I\" (USD) ACC","LU0354030438.USD":"富国美国大盘成长基金Cl A Acc","SG9999014880.SGD":"大华全球优质成长基金Acc SGD","IE00BJTD4N35.SGD":"Neuberger Berman US Long Short Equity A1 Acc SGD-H","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","BK4503":"景林资产持仓","LU0557290698.USD":"施罗德环球可持续增长基金","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2335860167","content_text":"Loop Capital is worried about a broader change in the way people will start getting their informationAlphabet is ramping up its Bard AI chatbot, but one analyst is concerned about competition from rival services in the race to deliver information.Analysts are an overwhelmingly bullish group when it comes to Alphabet Inc.’s stock, but one is breaking from the pack.Loop Capital Markets analyst Rob Sanderson downgraded shares of the Google parent company to hold from buy Monday, writing that fears about competitive pressures from artificial intelligence could weigh on the name going forward. This comes even as Alphabet ramps up its Bard AI chatbot.“We think concern over whether the company can maintain its dominant position through this massive technology transformation will hold back valuation,” he wrote. “We consider search competition from Microsoft a lesser threat than risk of displacement from behavioral change as users interact more with AI assistants to find information.”Sanderson envisions a future in which social-media companies play a greater role in delivering information to users through AI assistants.“They have so much more opportunity to engage with users and massive amounts of behavioral and personal data contained only in their networks,” he wrote. “We do not see this as an existential threat to Google, but this behavior will become a competitive force against its dominance in connecting users to information.”Alphabet’s valuation could be “volatile” as investors wait to see how the AI transition shapes up, in Sanderson’s view.More positively, he said that advertising spending has been more resilient than he expected, although he prefers shares of Amazon.com Inc. and Meta Platforms Inc. in the large-cap tech space. Sanderson upgraded Meta’s stock to buy from hold Monday, writing of underappreciated revenue potential.He also thinks that Alphabet will do a “better job” of cutting expenses than Wall Street anticipates, given that the company has “a more meaningful opportunity to reduce costs,” especially when looking at its per-employee costs relative to peers Apple Inc. and Microsoft Corp.Shares of Alphabet were off about 0.5% in Monday’s trading. They’ve rallied 33% so far this year, as the S&P 500 has gained roughly 7%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":862,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":22,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/652046961"}
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