大行评级｜花旗：上调Alphabet目标价至225美元搜索业务变现趋势改善

格隆汇2025-07-25

花旗发表研究报告指出，鉴于Alphabet搜索业务变现趋势改善，付费点击增长加速至年增4%，对谷歌云平台(GCP)服务的需求增加(2.5亿美元以上交易数量较去年同期增长2倍以上)，以及利润率扩大，对该股持乐观态度。鉴于谷歌的人工智能技术能够支援更多用例，其商业和人工智能查询量持续成长，且随着AI-O全球推出、AI模式扩展以及应用程序Gemini采用率的提升，谷歌的新产品似乎正获得市场认可，其策略在...

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大行评级｜花旗：上调Alphabet目标价至225美元 搜索业务变现趋势改善

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大行评级｜花旗：上调Alphabet目标价至225美元搜索业务变现趋势改善