招商证券发表研报指，联邦法官裁定谷歌可保留Chrome浏览器，但必须终止设备默认搜寻引擎排他性合同；又认为其AI持续进步且势头强劲：Android、YouTube、Chrome和云服务的强大生态系统为广告业务构筑竞争护城河，尽管面临聊天机器人竞争，过去几个季度业绩仍超预期。 该行指，Alphabet估值在美国大型科技股中最低，考虑到广告和云业务表现稳定强劲，认为公司风险收益比吸引，且其他业务(如Waymo和YouTube)的价值未被充分认可；预计2024至2027财年收入及营业利润复合年增长率分别为12%、13%。 该行基于折现现金流，将Alphabet目标价由225美元上调至270美元，评级“增持”，与Meta、DoorDash和奈飞并列行业首选股。
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