Google Set To Lead AI Wave, Sees Positive Outlook Ahead Despite Antitrust Actions Impact
Google Set To Lead AI Wave, Sees Positive Outlook Ahead Despite Antitrust Actions Impact
The analyst writes that while Scotiabank analyst Nat Schindler initiated coverage on Alphabet Inc. (NASDAQ:GOOG) with a Sector Outperform rating (Buy) and a price target of $212.
Scotiabank分析师Nat Schindler发布了对Alphabet Inc.（NASDAQ：GOOG）的覆盖，给予板块表现评级（买入）和212美元的目标价。
The analyst says that Google is poised to benefit from AI investments, with monetizable corporate products in its Google Cloud Platform (GCP) and enhanced ad revenue opportunities through Search and YouTube.
该分析师表示，谷歌有望从人工智能投资中受益，其Google Cloud Platform（GCP）中的可盈利企业产品和通过搜索和YouTube增加广告收入的机会。
Notably, Google is primed to lead the AI wave, leveraging its unmatched data and computing power, adds the analyst.
值得注意的是，谷歌准备引领人工智能浪潮，利用其无与伦比的数据和计算能力，分析师补充道。
The analyst writes that while ChatGPT grabbed attention, Google has been advancing AI for decades. Tools like Gemini and Bard are just the latest user-friendly interfaces for its long-standing expertise.
该分析师写道，虽然ChatGPt引起了关注，但谷歌几十年来一直在推进人工智能。像Gemini和Bard这样的工具只是其长期专业知识的最新用户友好界面。
Moreover, Schindler says that Google is the least sensitive to macroeconomic factors among the Big 3, as most of its revenue comes from Search, which correlates with global online transactions—a resilient and expanding market.
此外，Schindler表示，谷歌对宏观经济因素的敏感性最低，因为其大部分收入来自搜索，这与全球在线交易相关联，这是一个具有弹性和不断扩大的市场。
The analyst writes that antitrust actions in the U.S. have limited Google's stock performance this year compared to its Big 3 Internet peers, but they see a positive outlook for the company ahead.
该分析师写道，今年美国的反垄断行动限制了谷歌与其他三大互联网公司相比的股价表现，但他们看好该公司的前景。
Read: Google Cries Foul As DOJ Moves To Break Up Search Giant, Calls Recommendations 'Radical' As Antitrust Ruling Aims To Limit Its Search Market Monopoly
阅读：美国司法部采取措施拆分搜索巨头 谷歌大声疾呼，称推荐“激进” 反垄断裁决旨在限制其搜索市场垄断
Google was cautious in reducing excess expenses from pandemic-era over-hiring, indicating it has more room to trim costs, adds the analyst.
谷歌在消减疫情过度招聘所带来的多余支出时保持谨慎，这表明其有更多空间来削减成本，分析师补充道。
Schindler says that they will be watching for any shifts in spending with the new CFO.
辛勒表示他们将密切关注新任首席财务官对支出方面的任何变化。
Price Action: GOOG shares are up 0.96% at $164.75 at the last check Friday.
股价走势：GOOG股票周五最后一次查询时上涨0.96%，报164.75美元。
Photo via Shutterstock
图片来自shutterstock。
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