美银证券预计谷歌四季度营收及每股收益均将超市场预期,核心驱动在于广告市场稳定及Gemini 3.0推动搜索与YouTube加速增长。同时,受Meta大幅上调资本开支指引影响,美银将谷歌2026年资本开支预期上调14%至1390亿美元,显著高于市场预期,其强度与配置效率将成为财报关键看点。美银证券预计Alphabet四季度营收与每股收益将双超市场预期,并指出其资本开支上调幅度可能成为本次财报的关键...
Source Link美银证券预计谷歌四季度营收及每股收益均将超市场预期,核心驱动在于广告市场稳定及Gemini 3.0推动搜索与YouTube加速增长。同时,受Meta大幅上调资本开支指引影响,美银将谷歌2026年资本开支预期上调14%至1390亿美元,显著高于市场预期,其强度与配置效率将成为财报关键看点。美银证券预计Alphabet四季度营收与每股收益将双超市场预期,并指出其资本开支上调幅度可能成为本次财报的关键...
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