01/22/2025, 09:38 AM UTC
谷歌股价接近历史高点，但这是错误的入场点（评级下调）Google Stock Near All-Time Highs And A Top Holding Pre-Q4, But This Is A Bad Entry Point (Rating Downgrade)
1. 预计谷歌2024年第四季度收入将受益于AI创新、谷歌云30%以上的增长以及过去12个月超过500亿美元的YouTube订阅收入。2. 在保守的6000亿美元收入预测、31%的净利率和22.5倍的市盈率下，GOOGL的2030年目标价为370美元，这意味着从当前200美元的价格来看，年复合增长率为13%。3. 反垄断风险和AI市场的竞争压力持续存在，预计5年回报略高于市场平均水平，在15%的年回报率门槛下，GOOGL保持持有评级。1. Google's Q4 2024 revenue is expected to benefit from AI innovations, 30%+ growth in Google Cloud, and over $50B in YouTube subscription revenue over the last 12 months. 2. With a conservative $600B revenue forecast, 31% net margin, and P/E of 22.5, GOOGL's 2030 price target is $370, implying a 13% CAGR from its current $200 price. 3. Antitrust risks and competitive pressures in AI markets persist, with expected 5-year returns slightly above market averages, GOOGL remains a Hold under a 15% annual return threshold.---
本文由大语言模型（LLM）生成，旨在为读者提供半导体新闻内容的知识扩展（Beta）。
