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分析師Nat Schindler發佈了對Alphabet Inc.（NASDAQ：GOOG）的覆蓋，給予板塊表現評級（買入）和212美元的目標價。
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.
該分析師表示，谷歌有望從人工智能投資中受益，其Google Cloud Platform（GCP）中的可盈利企業產品和通過搜索和YouTube增加廣告收入的機會。
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，谷歌準備引領人工智能浪潮，利用其無與倫比的數據和計算能力，分析師補充道。
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.
該分析師寫道，雖然ChatGPt引起了關注，但谷歌幾十年來一直在推進人工智能。像Gemini和Bard這樣的工具只是其長期專業知識的最新用戶友好界面。
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，谷歌對宏觀經濟因素的敏感性最低，因爲其大部分收入來自搜索，這與全球在線交易相關聯，這是一個具有彈性和不斷擴大的市場。
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.
該分析師寫道，今年美國的反壟斷行動限制了谷歌與其他三大互聯網公司相比的股價表現，但他們看好該公司的前景。
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
閱讀：美國司法部採取措施拆分搜索巨頭 谷歌大聲疾呼，稱推薦「激進」 反壟斷裁決旨在限制其搜索市場壟斷
Google was cautious in reducing excess expenses from pandemic-era over-hiring, indicating it has more room to trim costs, adds the analyst.
谷歌在消減疫情過度招聘所帶來的多餘支出時保持謹慎，這表明其有更多空間來削減成本，分析師補充道。
Schindler says that they will be watching for any shifts in spending with the new CFO.
辛勒表示他們將密切關注新任首席財務官對支出方面的任何變化。
Price Action: GOOG shares are up 0.96% at $164.75 at the last check Friday.
股價走勢：GOOG股票週五最後一次查詢時上漲0.96%，報164.75美元。
Photo via Shutterstock
圖片來自shutterstock。
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