03/25/2025, 09:24 AM UTC
Alphabet:买入这个长期复合增长股的2个理由(评级上调)Alphabet: 2 Reasons To Buy The Dip In This Incredible Long-Term Compounder (Rating Upgrade)
1. Alphabet的强劲财务表现,包括显著的收入和净收入增长以及大量的股票回购,展示了其作为长期复合增长股的潜力。2. 尽管对人工智能和搜索领域的竞争存在担忧,但Alphabet的集成式、人工智能驱动的产品和服务继续推动用户满意度和收入增长。3. 当前估值指标表明GOOG的股价具有吸引力,以约5.8倍的销售和约21倍的收入估值,使其成为一个有吸引力的买入机会。鉴于GOOG的强劲增长、多元化的收入流和有吸引力的估值,我们将GOOG评级上调至‘强烈买入’。1. Alphabet's strong financial performance, with significant revenue and net income growth, and substantial share buybacks, demonstrate its potential as a long-term compounder. 2. Despite concerns about competition in AI and search, Alphabet's integrated, AI-powered products and services continue to drive user satisfaction and revenue growth. 3. Current valuation metrics suggest GOOG is attractively priced, making it a compelling buy opportunity at ~5.8x sales and ~21x income. Given GOOG's robust growth, diversified revenue streams, and attractive valuation, we upgrade GOOG to a 'Strong Buy'.---
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