花旗发表研究报告指出,在搜索和云端业务带动下,Alphabet第二季财报表现超出预期,收入及获利均表现优异。总收入达到964亿美元,按年增长13%,较市场预期高出3%;其中搜索收入年增12%,云端业务收入年增32%。在盈利能力方面,谷歌服务营运利润率达40.1%(与去年同期持平,基于总收入),云端利润率达20.7%(年增940个基点),高于该行预测。花旗指出,基于2026年预估GAAP每股盈利10.24美元的约20倍市盈率,将该股目标价定为203美元,维持“买入”评级。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.