06/02/2025, 07:53 AM UTC
谷歌：AI模式开启，买入时机已至Alphabet: AI Mode Has Me In Buy Mode
1. 谷歌在I/O大会上将对话式AI整合至核心搜索，同时保持广告变现能力；2. 凭借庞大用户群、专有数据和Gemini模型，巩固搜索领域主导地位；3. 估值极具吸引力，市盈率处于十年低位，盈利能力和现金流强劲，增长速度快于同行。1. Alphabet's strategic AI integration at I/O conference enhances core search with conversational AI while maintaining ad revenue; 2. Strong user base, proprietary data, and Gemini models counter fears of AI disrupting search dominance; 3. Attractive valuation with decade-low P/E, robust profitability, and faster earnings growth compared to peers.---
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