11/05/2024, 04:57 PM UTC
谷歌Q3：管理层在AI引擎威胁下保持冷静（评级上调）Google Q3: Management Remains Composed Amid AI Engine Threat (Rating Upgrade)
1. 谷歌Q3财报超出预期，每股收益超出0.27美元，收入超出20.5亿美元。YouTube收入超过500亿美元；云业务同比增长35%。股票评级上调至强烈买入，预计10年内企业价值增长385%。2. 尽管面临ChatGPT等AI竞争对手的威胁和Gemini的落后，谷歌必须提升其AI能力。3. 多元化和在AI及YouTube上的投资支持了强烈买入的评级。1. Google's Q3 earnings exceeded EPS by $0.27 and revenue by $2.05B. YouTube revenue exceeded $50B; Cloud grew 35% YoY. The stock is upgraded to Strong Buy with an expectation of 385% EV growth in 10 years. 2. Despite the threat from AI rivals like ChatGPT and the lagging Gemini, Google must enhance its AI capabilities. 3. The diversification and investments in AI and YouTube support the Strong Buy rating.
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