Google I/O 2024 To Spotlight AI Innovations And New Monetization Opportunities, Analyst Says
Google I/O 2024 To Spotlight AI Innovations And New Monetization Opportunities, Analyst Says
KeyBanc analyst Justin Patterson reiterated a Buy rating on Alphabet Inc (NASDAQ:GOOGL) with a price target of $200.
KeyBanc分析師賈斯汀·帕特森重申了對Alphabet Inc（納斯達克股票代碼：GOOGL）的買入評級，目標股價爲200美元。
The analyst expects Google's annual developer event, Google I/O 2024, to reinforce his thesis that Alphabet has a meaningful scale and AI creates new monetization opportunities. He hopes to see Gemini incorporated across Google products.
這位分析師預計，谷歌的年度開發者活動——2024年穀歌I/O，將強化他的論點，即Alphabet的規模意義重大，人工智能創造了新的盈利機會。他希望看到Gemini整合到谷歌產品中。
Also Read: AI Focus At Google I/O: Analyst Anticipates Groundbreaking Announcements In Search, Mobile Tech
另請閱讀： 谷歌I/O聚焦人工智能：分析師預計在搜索和移動技術領域將發佈突破性公告
While audio and visual recognition capabilities may receive increased scrutiny after OpenAI's Monday event, he is more focused on the Android device ecosystem.
儘管在OpenAI週一的活動之後，音頻和視覺識別功能可能會受到更多審查，但他更加關注安卓設備生態系統。
Apple Inc (NASDAQ:AAPL) and Meta Platforms Inc (NASDAQ:META) have already signaled how AI is creating new opportunities in mobile and wearables (both across devices and underlying services), and Patterson would be surprised if Google were left out of the conversation.
蘋果公司（納斯達克股票代碼：AAPL）和Meta Platforms Inc（納斯達克股票代碼：META）已經表示，人工智能正在爲移動和可穿戴設備（跨設備和基礎服務）創造新的機會，如果谷歌被排除在對話之外，帕特森會感到驚訝。
From his perspective, an updated Google AI assistant code-named Pixie is the main item to watch for as it could open up new products and services across Android devices.
從他的角度來看，代號爲Pixie的更新後的谷歌人工智能助手是最值得關注的項目，因爲它可能會在安卓設備上開闢新的產品和服務。
Patterson expects to see updates on Android 15, Wear OS, search generative experience (SGE), and Cloud, with the overarching theme centering on Gemini-powered services. Patterson expects to wait to hear an update on Apple licensing.
帕特森預計將在Android 15、Wear OS、搜索生成體驗（SGE）和雲端上看到更新，總體主題將以雙子座驅動的服務爲中心。帕特森預計將等待聽取蘋果許可的最新消息。
The analyst noted Alphabet as a consistent revenue growth compounder in the digital advertising space due to its breadth of properties that serve two billion+ users. Further, he said an opportunity for more value could be realized through monetizing non-advertising services such as Cloud, hardware, and the Other Bets portfolio (most notably Waymo and Verily).
該分析師指出，Alphabet是數字廣告領域持續的收入增長複合公司，這是因爲其物業範圍廣泛，可爲20多億用戶提供服務。此外，他表示，通過將雲、硬件和其他投注組合（最著名的是Waymo和Verily）等非廣告服務獲利，可以實現更多價值的機會。
Patterson projects second-quarter revenue and EPS of $83.91 billion and $1.84, respectively.
帕特森預計第二季度收入和每股收益分別爲839.1億美元和1.84美元。
Price Action: GOOGL shares traded lower by 0.02% at $169.08 at the last check Tuesday.
價格走勢：谷歌股價在週二的最後一次檢查中下跌0.02％，至169.08美元。
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譯文內容由第三人軟體翻譯。