What's Going On With Google Parent Alphabet Monday?
What's Going On With Google Parent Alphabet Monday?
Google parent Alphabet Inc (NASDAQ:GOOG) (NASDAQ:GOOGL) is trading lower Monday amid reports of Microsoft Corp (NASDAQ:MSFT) urging its employees in China to use Apple Inc (NASDAQ:AAPL) iPhones for work, effectively banning Android devices. Google developed the Android operating system for use on touchscreen devices, including cell phones and tablets.
谷歌母公司Alphabet Inc（納斯達克：GOOG）（納斯達克：GOOGL）目前正處於低位交易之中，原因是有報道稱微軟公司（納斯達克：MSFT）敦促其在中國的員工使用蘋果公司（納斯達克：AAPL）的iPhone進行工作，實質上是禁止使用安卓設備。谷歌開發了安卓操作系統，用於觸摸屏設備，包括手機和平板電腦。
Previous reports highlighted Microsoft and Apple's strong interest in their ambitions in China. In December, Microsoft President Brad Smith met with China's Commerce Minister Wang Wentao to discuss artificial intelligence and trade relations between the U.S. and China.
此前有報道稱微軟和蘋果都極爲重視在中國的野心。十二月份，微軟總裁布拉德·史密斯會見了中國商務部長王文濤，討論了人工智能和美中貿易關係。
Separate reports indicated Apple is in discussions with Chinese companies like Alibaba Group Holding Limited (NYSE:BABA) to integrate AI functions into its devices sold in China.
另有消息稱，蘋果正在與中國企業，如阿里巴巴集團控股有限公司（紐約證券交易所：BABA）進行討論，以將人工智能功能整合到其在中國銷售的設備中。
BofA analyst Justin Post maintained a Buy rating on Alphabet with a price target of $200.
BofA分析師賈斯汀·波斯特（Justin Post）維持對Alphabet的買入評級，持有價格目標爲200美元。
Post noted that Alphabet is well positioned long term with leading AI technology to apply to search, YouTube, and Cloud businesses.
波斯特指出，長期來看，Alphabet擁有領先的人工智能技術，可以應用於搜索、YouTube和雲服務業務。
Statcounter June data indicates that Google's global search market share increased 25bps month-over-month to 91.1%, while Bing's share was up 2bps M/M to 3.7%.
Statcounter的六月份數據顯示，谷歌的全球搜索市場份額環比增加了25個點子，至91.1%，而必應的份額則環比增加了2個點子，至3.7%。
In June, Google gained market share globally and in the U.S. (for the second consecutive month), which suggests that AI overviews could be aiding query growth, Post said. The analyst remained positive on growing Gemini integration across the Google ecosystem and thinks a broader rollout of AI overviews will likely help drive higher usage, while AI integration can increase monetization across Google.
波斯特表示，六月份谷歌在全球和美國市場份額均有所增長（連續第二個月），這表明人工智能概覽可能有助於查詢增長。分析師對谷歌生態系統中日益增長的Gemini整合持積極態度，並認爲更廣泛的人工智能概覽推出可能有助於推動更高的使用率，而人工智能整合可以增加谷歌的盈利能力。
Moreover, focusing on expense management, he noted that Y/Y margin growth in 2024 will be a bright spot and a potential EPS upside driver.
此外，他指出，關注費用管理，他認爲，2024年的年同比利潤率增長是一個亮點和潛在的EPS利潤驅動因素。
As per the analyst, Alphabet should also benefit from increasing mobile usage, video usage, Google Play activity, and connected device activity (including autos).
據該分析師稱，Alphabet還將從日益增長的移動使用率、視頻使用率、Google Play活動和連接設備活動（包括汽車）中受益。
Given technology leadership, high margins, and strong cash flow generation for buybacks, Alphabet should trade at a premium to a media peer group.
考慮到技術領先地位、高利潤率和穩健的現金流產生用於股票回購，Alphabet應以溢價於媒體同行業多因素。
Post projected 2024 revenue and EPS of $292.04 billion and $7.80.
波斯特預計，2024年的收入和每股收益分別爲2920.4億美元和7.80美元。
Price Action: GOOG shares traded lower by 0.17% at $191.62 at last check Monday. GOOGL is down 0.27% at $190.09.
股票走勢：截至週一收盤時，GOOG股價下跌0.17%，報191.62美元。 GOOGL下跌0.27%，報190.09美元。
- Apple, Microsoft, Meta, Google Stocks Hit 52-Week Highs: Which Is The Best Investment?
- 蘋果、微軟、Meta、谷歌股票觸及52周高點：哪種投資最好？
Photo: Shutterstock
Photo: shutterstock
譯文內容由第三人軟體翻譯。