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的分析师Justin Post重申了Alphabet Inc（纳斯达克代码：GOOG）（纳斯达克代码：GOOGL）买入评级和200美元的目标价。
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.
在苹果公司（纳斯达克代码：AAPL）的全球开发者大会上，宣布了一系列新的人工智能功能，以及与OpenAI的合作，将ChatGPT整合到最新版本的iOS 18的各个功能中。Post强调了这一点。
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，苹果未来增加对其他人工智能模型的支持的计划，可能打开了将谷歌的Gemini或Anthropic作为期权添加的可能性。据Post介绍。
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.
对于Alphabet的投资者来说，有关Apple和OpenAI之间的任何交易将对Alphabet的股票产生负面影响的担忧，会打开使用人工智能作为搜索替代方案的大门。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的股票收盘价略有上涨，OpenAI合作方案的宣布可能没有产生太大的影响，可能是由于交易规模或人工智能能力小于预期。另外，Post表示，苹果关于将支持扩展到其他LLM（机器学习模型）的声明，还为在iOS中将Gemini整合以处理一些人工智能活动或更专业的任务打开了可能性。
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.
尽管如此，分析师指出，iOS的新技术合作是谷歌长期竞争利润的持续关注点，如果OpenAI在2024年下半年推出搜索产品，担忧可能会加剧。
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认为，Gemini在谷歌生态系统中的不断整合和更广泛的人工智能概述推出，可能会推动更高的搜索使用率和平台上的增量广告支出机会。此外，由于持续关注成本，谷歌仍在悄悄地控制成本；Post指出，有机会在2024年超过街道预期实现利润率和每股收益的增长。
Price Action: GOOGL shares traded higher by 0.06% at $176.74 at the last check Tuesday.
股价表现：截至上周二，GOOGL股价以0.06%的涨幅交易至176.74美元。
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图片来自shutterstock。