What's Going On With Google Parent Alphabet Monday?
What's Going On With Google Parent Alphabet Monday?
BofAGoogle parent Alphabet Inc (NASDAQ:GOOG) (NASDAQ:GOOGL) is trading lower Monday amid reports of Microsoft Corp (NASDAQ:MSFT) urging its employees in China to use Apple Inc (NASDAQ:AAPL) iPhones for work, effectively banning Android devices. Google developed the Android operating system for use on touchscreen devices, including cell phones and tablets.
谷歌母公司Alphabet Inc（纳斯达克股票代码：GOOG）（纳斯达克股票代码：GOOG）周一股价走低，原因是有报道称微软公司（纳斯达克股票代码：MSFT）敦促其在中国的员工使用苹果公司（纳斯达克股票代码：AAPL）iPhone进行工作，实际上是禁止安卓设备。谷歌开发了安卓操作系统，用于触摸屏设备，包括手机和平板电脑。
Previous reports highlighted Microsoft and Apple's strong interest in their ambitions in China. In December, Microsoft President Brad Smith met with China's Commerce Minister Wang Wentao to discuss artificial intelligence and trade relations between the U.S. and China.
先前的报告突显了微软和苹果对他们在中国的雄心壮志的浓厚兴趣。12月，微软总裁布拉德·史密斯会见了中国商务部长王文涛，讨论了人工智能和中美贸易关系。
Separate reports indicated Apple is in discussions with Chinese companies like Alibaba Group Holding Limited (NYSE:BABA) to integrate AI functions into its devices sold in China.
单独的报告显示，苹果正在与阿里巴巴集团控股有限公司（纽约证券交易所代码：BABA）等中国公司进行讨论，将人工智能功能集成到其在中国销售的设备中。
BofA analyst Justin Post maintained a Buy rating on Alphabet with a price target of $200.
美国银行分析师贾斯汀·波斯特维持对Alphabet的买入评级，目标股价为200美元。
Post noted that Alphabet is well positioned long term with leading AI technology to apply to search, YouTube, and Cloud businesses.
Post指出，Alphabet凭借领先的人工智能技术可以应用于搜索、YouTube和云业务，长期处于有利地位。
Statcounter June data indicates that Google's global search market share increased 25bps month-over-month to 91.1%, while Bing's share was up 2bps M/M to 3.7%.
Statcounter6月份的数据显示，谷歌的全球搜索市场份额同比增长25个基点至91.1％，而必应的份额同比增长2个基点至3.7％。
In June, Google gained market share globally and in the U.S. (for the second consecutive month), which suggests that AI overviews could be aiding query growth, Post said. The analyst remained positive on growing Gemini integration across the Google ecosystem and thinks a broader rollout of AI overviews will likely help drive higher usage, while AI integration can increase monetization across Google.
《邮报》说，6月，谷歌在全球和美国的市场份额增加（连续第二个月），这表明人工智能概述可能有助于查询增长。这位分析师对谷歌生态系统中Gemini的整合程度不断提高持乐观态度，并认为更广泛地推出人工智能概述可能有助于推动更高的使用率，而人工智能整合可以提高谷歌的盈利能力。
Moreover, focusing on expense management, he noted that Y/Y margin growth in 2024 will be a bright spot and a potential EPS upside driver.
此外，在支出管理方面，他指出，2024年的同比利润率增长将是一个亮点，也是潜在的每股收益上行驱动力。
As per the analyst, Alphabet should also benefit from increasing mobile usage, video usage, Google Play activity, and connected device activity (including autos).
根据分析师的说法，Alphabet还应受益于移动设备使用量、视频使用量、Google Play活动和联网设备活动（包括汽车）的增加。
Given technology leadership, high margins, and strong cash flow generation for buybacks, Alphabet should trade at a premium to a media peer group.
鉴于科技领先地位、高利润率和强劲的回购现金流，Alphabet的交易价格应高于媒体同行。
Post projected 2024 revenue and EPS of $292.04 billion and $7.80.
预计2024年的收入和每股收益为2920.4亿美元和7.80美元。
Price Action: GOOG shares traded lower by 0.17% at $191.62 at last check Monday. GOOGL is down 0.27% at $190.09.
价格走势：周一最后一次检查时，GOOG股价下跌0.17％，至191.62美元。谷歌下跌0.27％，至190.09美元。
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Photo: Shutterstock
照片：Shutterstock
