谷歌- 搜索与云业务即将调整…… 以及 GPT 威胁与分部估值情况
2025-10-09 02:00
October 2, 2025 12:17 AM GMT Alphabet Inc. | North America Search and Cloud Revisions Ahead...and What About GPT Threats and Sum of Parts | What's Changed | | | | --- | --- | --- | | Alphabet Inc. (GOOGL.O) | From | To | | Price Target | $210.00 | $270.00 | Search: Near-Term Checks Positive and Innovation Pipeline Humming: We raise '26/'27 search revenue by ~1%/2%, now modeling ~10%/8% y/y growth. Ad industry convos remain constructive and we note multiple sources of GenAI and agentic innovation that could ...