AI正在把谷歌推向一个新的超预期周期

硬AI02-02

别被估值恐高症吓到，AI带来的用户使用量激增，正在把谷歌推向一个新的超预期周期。美银分析师Justin Post这次非常有信心，不同于市场对AI资本开支的纠结，美银认为谷歌的搜索和云业务正在进入“AI变现”的甜蜜点。1、业绩大概率“双击”：Q4营收与EPS将超预期美银预测谷歌Q4营收将达到959亿美元（华尔街共识是952亿），每股收益（EPS）2.65美元（共识是2.64）。核心驱动：参考Meta...

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