News Sharing
For sharing news, please enter the email address of you and the receiver, then press SEND button.*Mandatory Fields
Receiver*
Enter email addresses, separated by semicolon (;). E.g. a@a.com;b@b.com
Your email address*
 Content Sharing
《大行》摩通：Alphabet(GOOGL.US)谷歌雲服務活動重要性將勝往年 凸顯龐大資本開支重要性
摩根大通報告指，Alphabet(GOOGL.US)旗下谷歌(Google)周三(22日)至周五(24日)舉行Google Cloud Next 2026活動的份量較往年更重，因Google Cloud作為公司第二大業務線的重要性日益提升，且為增長最快業務，營收按年增速從去年第四季的48%加速至預估今年第一季的61%，去年第四季積壓訂單更按年增約160%至2...
Reset
Send
The window will close in 5 seconds
《大行》摩通：Alphabet(GOOGL.US)谷歌雲服務活動重要性將勝往年 凸顯龐大資本開支重要性
Close
Recommend
4
Positive
3
Negative
1
 
SHORT SELL
 
STOCK INFO
aacat by AASTOCKS
Open a new trading account to get NVDA share!

摩根大通報告指，Alphabet(GOOGL.US)      旗下谷歌(Google)周三(22日)至周五(24日)舉行Google Cloud Next 2026活動的份量較往年更重，因Google Cloud作為公司第二大業務線的重要性日益提升，且為增長最快業務，營收按年增速從去年第四季的48%加速至預估今年第一季的61%，去年第四季積壓訂單更按年增約160%至2,400億美元。在利潤率方面，Google Cloud經營溢利率去年按年擴張960個基點至23.7%，預測今年將進一步擴張至27.9%。

該行預期，今年活動將突顯Google Cloud過去三年來持續積累的增長動能。會前的核心問題在於能否將AI基礎設施及模型投資轉化為可持續企業採用、可重複投資回報率，以及具利潤韌性的單位經濟效益，相信該活動有助凸顯Google龐大資本開支的重要性。

該行重申對Alphabet「增持」評級及目標價395美元。(fc/da)(Real-time Streaming US Stocks Quote; Except All OTC quotes are at least 15 minutes delayed.)

AASTOCKS新聞

Switch to Auto-Translated Version
Copyright(C) AASTOCKS.com Limited 2000. All rights reserved.
Disclaimer: AASTOCKS.com Ltd, HKEx Information Services Limited, its holding companies and/or any subsidiaries of such holding companies endeavour to ensure the accuracy and reliability of the Information provided but do not guarantee its accuracy or reliability and accept no liability (whether in tort or contract or otherwise) for any loss or damage arising from any inaccuracies or omissions.