AI投资与搜索业务成焦点，Alphabet能否突破三季度财报考验？

金十数据10-29

Alphabet的财报即将揭晓，华尔街密切关注其在搜索和支出方面的表现。谷歌母公司计划在周二股市美股收盘后发布第三季度财报。FactSet调查的分析师预计其调整后每股收益为1.84美元，营收为863.7亿美元，较去年同期的每股1.55美元和767亿美元营收有所增长。投资者关注的关键指标之一是搜索收入，预计公司将报告49.02亿美元的搜索收入，高于去年同期的44.02亿美元和上一季度的48.51...

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Can Alphabet break through the third quarter financial report test?","themeId":"4633767560921e9d9428231fbb0b20de","isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"GOOG":1,"GOOGL":1},"content_text":"Alphabet的财报即将揭晓，华尔街密切关注其在搜索和支出方面的表现。谷歌母公司计划在周二股市美股收盘后发布第三季度财报。FactSet调查的分析师预计其调整后每股收益为1.84美元，营收为863.7亿美元，较去年同期的每股1.55美元和767亿美元营收有所增长。\n投资者关注的关键指标之一是搜索收入，预计公司将报告49.02亿美元的搜索收入，高于去年同期的44.02亿美元和上一季度的48.51亿美元。\n韦德布什分析师Scott Devitt对《巴伦周刊》表示，“搜索和AI对业务的威胁不容忽视。”他对Alphabet的评级为跑赢大盘，目标价为205美元。\n谷歌在搜索引擎领域已经主导了20多年，但生成式人工智能的崛起带来了更激烈的竞争，不同于之前的Bing或Yahoo等竞争对手。OpenAI的ChatGPT和Meta Platforms(META.O)的Meta AI可能导致谷歌失去市场份额，这种风险在过去很少出现。\n为应对这些担忧，Alphabet投入大量资金用于自家生成式AI技术。公司在7月报告，第二季度资本支出增至132亿美元，高于第一季度的120亿美元。\n公司CEO桑达尔·皮查伊在7月23日的二季度财报电话会议上表示：“在这里，低投资的风险远大于过度投资的风险。即便最终证明我们的投资过多，这些基础设施对我们仍具有广泛的用途，且使用寿命长。”\n但投资者担心公司对AI的高额投入缺乏明确的回报时间表，导致股价在7月24日下跌5%，自7月23日以来已下跌约8%。\nDevitt表示，“我认为Alphabet、亚马逊和Meta的资本支出将继续上升，因为他们在为未来10到20年构建能力。”他补充说，投资者将关注支出增长幅度，如果支出增加但搜索业务表现不佳，“次日股价可能承压。”\n除了支出和竞争因素，其他压力也影响着Alphabet股价。例如，投资者正将资金从估值较高的科技股转向可能更受美联储降息影响的小盘股。Alphabet还面临监管问题，包括法官裁定其在通用搜索服务和广告方面拥有垄断地位。\nD.A. Davidson分析师Gil Luria对Alphabet评级为中性。他在周一的一份报告中写道，搜索业务的任何失望迹象都可能引发强烈反应，而积极表现可能来自于“在拆分业务上表现出任何开放态度，以释放价值并应对司法部的法律案件。”\nAlphabet股价今年已上涨19%，但较7月10日的历史最高收盘价191.18美元下跌13%。其远期市盈率为19.4倍，低于五年平均的23倍。这表明市场对这次财报的预期较上季度略低，当时股价接近峰值。","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"deviceId":"web-server-community-laohu8-v3","version":"4.29.3","shortVersion":"4.29.3","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2479268514"}