AI-Driven Growth Set To Strengthen Google's Ad Revenue: Goldman Sachs
AI-Driven Growth Set To Strengthen Google's Ad Revenue: Goldman Sachs
Goldman Sachs analyst Eric Sheridan reiterated a Buy rating on Alphabet Inc (NASDAQ:GOOG) (NASDAQ:GOOGL) with a price target of $195.
高盛分析师埃里克·谢里丹重申了对Alphabet Inc（纳斯达克股票代码：GOOG）（纳斯达克股票代码：GOOG）的买入评级，目标股价为195美元。
Sheridan said Google's Marketing Live keynote outlined Alphabet's vision for its AI tools and services launch in the context of digital advertising.
谢里登说，谷歌的营销直播主题演讲概述了Alphabet在数字广告背景下推出人工智能工具和服务的愿景。
The analyst noted that Google continues to iterate on how AI can increase the performance of ad spend across Search, YouTube, Performance Max, and, increasingly, third-party platforms and inventory.
这位分析师指出，谷歌继续迭代人工智能如何提高搜索、YouTube、Performance Max以及越来越多的第三方平台和广告资源的广告支出绩效。
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Concerning Search, Google showcased how ads will be increasingly integrated into AI Overviews and provided some initial disclosure around how AI Overviews, more broadly, are seeing net benefits to engagement, query volume, and clicks and conversions for advertisers in initial testing vs. legacy Search results. Sheridan noted this as an initial positive proof point against some investor concerns that AI may disrupt the monetization potential of its legacy formats and platforms over the long term.
在搜索方面，谷歌展示了广告将如何越来越多地融入人工智能概述，并初步披露了与传统搜索结果相比，更广泛地说，AI Overviews在初始测试中如何看待广告商的参与度、查询量以及点击量和转化率的净收益。谢里登指出，这是一些投资者担心人工智能可能会长期破坏其传统格式和平台的货币化潜力的初步积极证据。
Concerning digital and streaming video, this keynote and Google's recent Brandcast Upfront event showcased how Google plans to leverage its scale and position to capitalize on evolving consumer habits and the rise of creator content to introduce new solutions for advertisers.
关于数字和流媒体视频，本次主题演讲和谷歌最近的Brandcast Upfront活动展示了谷歌计划如何利用其规模和地位，利用不断变化的消费者习惯和创作者内容的兴起为广告商推出新的解决方案。
Specifically, Sheridan noted Google's recent announcements around new video ad formats, 3P distribution deals through DV 360, unique content, and scale of users as highlighting how the company is increasingly well-positioned to capitalize on evolving streaming & digital video trends over the long term.
具体而言，谢里登指出，谷歌最近发布的有关新视频广告格式、通过DV360进行的3P分销协议、独特内容和用户规模的公告凸显了该公司如何处于越来越有利的地位，可以长期利用不断变化的流媒体和数字视频趋势。
As outlined in Sheridan's recently updated 10 Internet Themes for 2024, digital advertising is one of the few subsectors with his coverage where AI is seeing early adoption and monetization.
正如Sheridan最近更新的《2024年10个互联网主题》中所概述的那样，数字广告是他报道的为数不多的可以及早采用人工智能并实现盈利的子行业之一。
Against this backdrop, Sheridan noted Alphabet is well positioned to capitalize on the theme of AI in the longer term, given its leading AI capabilities, infrastructure advantage, and benefits of scale concerning both users and advertisers to deploy new AI tools & services over the medium term.
在此背景下，谢里登指出，鉴于Alphabet领先的人工智能能力、基础设施优势以及用户和广告商在中期部署新的人工智能工具和服务的规模优势，Alphabet完全有能力长期利用人工智能的主题。
Sheridan remained constructive in the mix of Alphabet's business and operating profile in the coming years.
未来几年，谢里登对Alphabet的业务和运营状况保持建设性态度。
Price Action: GOOGL shares traded lower by 1.11% at $175.88 at the last check Wednesday.
价格走势：谷歌股价在周三的最后一次支票中下跌1.11％，至175.88美元。
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Photo: Shutterstock
照片：Shutterstock
译文内容由第三方软件翻译。