Gemini使用率跃居市场第二 TD Cowen上调谷歌(GOOGL.US)目标价至270美元

智通财经
Sep 17, 2025

智通财经APP获悉,TD Cowen将谷歌(GOOGL.US)目标价由240美元上调至270美元,并维持“买入”评级,此番调整基于其针对生成式AI(GenAI)公共云领域的年度调查结果。

以约翰·布莱克利奇为首的分析团队指出,尽管谷歌云平台(GCP)在调查中展现稳健表现,但与市场领军者亚马逊AWS(认知度94%)及微软Azure(认知度93%)相比,GCP仍存在差距——今年调查显示其整体认知度为80%,位居第三;企业客户组对其认知度最高,达88%,其他业务组则在70%至80%区间。

在云服务商新增选择方面,GCP位列第二,约44%的受访者计划未来采用GCP(仅次于Azure),38%的受访者预计将用GCP替代现有服务商(去年为36%)。在替代现有供应商的意愿中,GCP 以 38% 排第三,低于 Azure(72%) 和 AWS(67%)

生成式AI领域,谷歌Gemini模型成为第二大最常用的大型语言模型(LLM)提供商,54%的受访者选择其作为GenAI工具的底层模型,较2024年调查的50%有所提升。OpenAI 占比 73%,虽仍第一,但低于去年的 82%,反映市场正趋向多元化选择。

值得关注的是,去年未纳入调查的Anthropic此次以35%的占比位列第三,Meta Platforms(META.US)则凭借Llama模型以24%的占比位居第四。

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