10/29/2024, 05:37 PM UTC
谷歌:在财报前买入Google: A Buy Ahead Of Earnings
1、由于LLM工具和监管挑战,谷歌的核心搜索业务面临不确定性;2、尽管人工智能助手可能造成潜在干扰,但预计谷歌搜索的营收在短期内将保持增长势头;3、Alphabet多元化的收入来源,包括YouTube和Waymo,提供了额外的增长机会,并减轻了与其核心业务相关的风险。1. Google faces uncertainties in its core search business due to LLM tools and regulatory challenges; 2. Despite potential disruptions from AI assistants, Google Search's revenue is expected to maintain momentum in the short term; 3. Alphabet's diverse revenue streams, including YouTube and Waymo, provide additional growth opportunities and mitigate risks associated with its core business.
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