危机亦是良机!大摩:AI对搜索的威胁被夸大,谷歌最佳抄底时机已到!

华尔街见闻
May 08, 2025

苹果浏览器搜索量20年来首次出现下降,引发“AI挤压传统搜索”的担忧,谷歌隔夜大跌超7%,而大摩认为“危机亦是良机”。 据追风交易台消息,摩根士丹利在5月8日的最新报告中指出,当前恐慌情绪为长期投资者创造了绝佳的买入机会,谷歌凭借其在AI领域的持续创新和庞大用户基础,有望在未来继续巩固其市场领导地位。 大摩在报告中表示,尽管市场对谷歌面临的搜索业务份额下滑担忧加剧,但目前GOOGL的估值已触及低点...

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