比推消息，招商证券国际发表研报指出，Alphabet 旗下 Google Cloud 近日取得北约的 AI 云端合约，将提供专属安全云系统，以保障敏感数据仅在境内存取，同时将运用AI协助北约进行数据分析及改善营运效率。另外有报道称，谷歌正争取 Meta数十亿美元的 TPU 订单。上述最新发展均展示出谷歌正致力捕捉市场机遇，相信 AI 领导地位稳固，投资者对其竞争忧虑或可消退。该行继续认为谷歌等科技巨头在 AI 可持续发展中处于有利位置，期待见到谷歌拓展搜索广告以外业务，或在云端、自动驾驶及 AI+SAAS 领域释放显著未变现估值潜力，重申予 Alphabet “买入”评级，目标价由 360 美元上调至 390 美元。
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招商证券上调谷歌母公司 Alphabet 目标价，看好其 AI 与云业务变现潜力
BitPush2025-11-26
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