美银证券发表报告指，Alphabet第三季业绩强劲，总营收达875亿美元，高于市场预期的852亿美元，所有关键业务板块的表现均优于预期。每股盈利为2.87美元，高于市场预期的2.16美元。该行上调2026年总营收与每股盈利预测各4%，以反映营收增长加速与云端业务利润率提升；将估值基准延展至2027年，并将目标价从280美元上调至335美元，反映对该公司AI布局的信心增强，评级“买入”。
美银证券发表报告指，Alphabet第三季业绩强劲，总营收达875亿美元，高于市场预期的852亿美元，所有关键业务板块的表现均优于预期。每股盈利为2.87美元，高于市场预期的2.16美元。该行上调2026年总营收与每股盈利预测各4%，以反映营收增长加速与云端业务利润率提升；将估值基准延展至2027年，并将目标价从280美元上调至335美元，反映对该公司AI布局的信心增强，评级“买入”。
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