06/04/2025, 10:15 AM UTC
谷歌：一个需要捏鼻买入的股票Alphabet: A Hold Your Nose Buy
1. 预计到2026年底谷歌股票有约20%的长期上涨空间，尽管短期面临付费点击增长放缓的挑战；2. 看涨逻辑基于AI产品领导力、网络业务分拆机会及Waymo/谷歌云的期权价值；3. 若搜索增长大幅放缓，可通过裁员和运营效率措施保护每股收益，并获股票回购支撑。1. Long-term upside potential of ~20% for Alphabet by end of 2026, despite near-term challenges from slowing paid click growth; 2. Bull case driven by AI product leadership, network spin-out opportunities, and optionality from Waymo/Google Cloud; 3. EPS protection through workforce reductions and operational efficiency measures if search growth weakens significantly, supported by ongoing buybacks.---
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