招银国际发表研究报告指出，Alphabet次季总收入按年增长14%至964亿美元，纯利按年增长19%至282亿美元，两者均超出市场共识预期。对于下半年预测，该行预计，因金融垂直行业的强劲表现，以及2024年下半年美国总统选举的影响，广告收入将面临较高基数承压，而谷歌云收入增长应保持强劲，因今年下半年将部署更多运算资源以满足其强大需求。该行上调该公司2025至2027年总收入预测1%至2%，并基于2025年预测22倍市盈率，目标价从218美元上调至221美元，维持“买入”评级。
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