智通财经APP获悉，对冲基金青睐的优质基本面个股Alphabet Inc. (GOOGL.US) 再获机构唱多。花旗集团于6月24日发布报告，基于对谷歌搜索(Search)和YouTube业务的积极渠道调研数据，重申对该股的“买入”评级，并将其目标股价从200美元上调至203美元。
报告指出，尽管YouTube和搜索仍是广告商媒介投放策略的核心，但广告主们愈发关注用户搜索习惯的演变趋势。数据显示，今年5月ChatGPT的月活跃用户数已接近6.03亿，而谷歌的Gemini仅为7700万。
不过，YouTube业务表现依然强劲：其电视端日均观看时长超过10亿小时，占据美国市场总观看时长的12.5%。尤其值得注意的是，YouTube Shorts的日观看量已突破2000亿次，较2023年9月约700亿的观看量实现显著跃升，花旗认为这一增长势头“令人印象深刻”。
作为全球科技巨头，Alphabet业务版图多元，旗下拥有谷歌广告(Google Ads)、Chrome浏览器、搜索引擎和YouTube等核心产品，并在各自市场占据主导地位。
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