Google's AI Future Bright With Potential iOS Integration and Expense Management, Says BofA Analyst
Google's AI Future Bright With Potential iOS Integration and Expense Management, Says BofA Analyst
BofA Securities analyst Justin Post reiterated Alphabet Inc (NASDAQ:GOOG) (NASDAQ:GOOGL) with a Buy rating and a $200 price target.
BofA Securities的分析師Justin Post重申了Alphabet Inc（納斯達克代碼：GOOG）（納斯達克代碼：GOOGL）買入評級和200美元的目標價。
At the WWDC, Apple Inc (NASDAQ:AAPL) announced a series of new Al features for iPhone and a partnership with OpenAI, integrating ChatGPT access into various features within the latest iOS 18, Post highlighted.
在蘋果公司（納斯達克代碼：AAPL）的全球開發者大會上，宣佈了一系列新的人工智能功能，以及與OpenAI的合作，將ChatGPT整合到最新版本的iOS 18的各個功能中。Post強調了這一點。
Most importantly, Apple's plans to add support for other Al models in the future possibly left the door open for Google's Gemini or Anthropic to be added as options, as per Post.
最重要的是，蘋果未來增加對其他人工智能模型的支持的計劃，可能打開了將谷歌的Gemini或Anthropic作爲期權添加的可能性。據Post介紹。
From an Alphabet investor perspective, there have been concerns that any deal between Apple and Open AI could negatively affect Alphabet stock, Post noted, opening the door to increasing AI usage as an alternative to search.
對於Alphabet的投資者來說，有關Apple和OpenAI之間的任何交易將對Alphabet的股票產生負面影響的擔憂，會打開使用人工智能作爲搜索替代方案的大門。Post指出。
Alphabet's stock closed slightly higher for the day, with a lack of impact from the Open AI partnership announcement, possibly due to the deal scale or AI capabilities being smaller than expected. Furthermore, Post said that Apple's statement about expanding support to other LLMs also opens up the possibility of integrating Gemini into iOS to handle some AI activity or more specialized tasks.
Alphabet的股票收盤價略有上漲，OpenAI合作方案的宣佈可能沒有產生太大的影響，可能是由於交易規模或人工智能能力小於預期。另外，Post表示，蘋果關於將支持擴展到其他LLM（機器學習模型）的聲明，還爲在iOS中將Gemini整合以處理一些人工智能活動或更專業的任務打開了可能性。
Nonetheless, the analyst noted that new technology partnerships for iOS are an ongoing concern for Google's long-term competitive moat, and the fears could elevate if OpenAI launches a search product in the second half of 2024.
儘管如此，分析師指出，iOS的新技術合作是谷歌長期競爭利潤的持續關注點，如果OpenAI在2024年下半年推出搜索產品，擔憂可能會加劇。
Post remains constructive on growing Gemini integration across the Google ecosystem and think broader AI overviews rollout could drive higher search usage & opportunities for incremental ad spend on the platform. Also, with an ongoing expense focus, Google is still quietly managing costs; Post noted an opportunity for margin and EPS upside to Street estimates in 2024.
Post認爲，Gemini在谷歌生態系統中的不斷整合和更廣泛的人工智能概述推出，可能會推動更高的搜索使用率和平台上的增量廣告支出機會。此外，由於持續關注成本，谷歌仍在悄悄地控制成本；Post指出，有機會在2024年超過街道預期實現利潤率和每股收益的增長。
Price Action: GOOGL shares traded higher by 0.06% at $176.74 at the last check Tuesday.
股價表現：截至上週二，GOOGL股價以0.06%的漲幅交易至176.74美元。
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圖片來自shutterstock。