瑞银——字母表公司A级股:积压订单随资本支出同步激增(附下载)

外资精华观点
Feb 20

免费体验“高时效”国际投行研报“T+0至T+1”“原研报”可至底部下载瑞银——字母表公司A级股(GOOGL.US):积压订单随资本支出同步激增精华翻译瑞银观点:字母表(Alphabet)的生成式AI资本支出投资回报率(ROIC)正加速增长,Gemini模型推动用户体验优化、可变现查询量提升、搜索广告投资回报率(ROAS)改善及云业务需求增长。尽管2026-2027年广告营收预计分别增加约50亿和...

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