“When the facts change, I change my mind. What do you do, sir?” ~ Influential economist John Maynard Keynes“You adapt, evolve, compete, or die.”~ Billionaire investor Paul Tudor Jones Flexibility is a Super Power Early in my career, I worked for the late great William O’Neil, a famous and successful growth investor. Though I did not work directly with O’Neil, I learned through stories and teachings that he credited much of his success with his ability to be flexible and change course like a “tree blowing in ...

Alphabet Inc (NASDAQ: GOOGL) has already gained some 40% since its year-to-date low in early March but analysts at Jefferies remain convinced it can push further to the upside in the coming months. Are you looking for signals & alerts from pro-traders? Sign-up to Invezz Signals™ for FREE. Takes 2 mins. Shares of the tech titan currently pay a dividend yield of 0.43%. Why is Jefferies bullish on Google stock? Copy link to section The investment firm reiterated its “buy” rating on Google stock this morning an ...

The ongoing bullish sentiment around the stock market has been primarily attributed to companies venturing into the artificial intelligence (AI) sector. Notably, these companies significantly control major indices, leading to concerns that the AI bubble might burst, reminiscent of the 2000 Dot-com bubble. Uncertainty regarding a potential recession hitting the US economy further exemplifies the possibility of a bubble burst. Indeed, if the AI sector faces a downturn, certain companies could stand out and we ...

Equity Research·Company Research·Software & Service Alphabet Inc. (GOOGL) With manageable Ads competition, AI empowers [Table_Author] 22 May 2024 Google cloud growth Buy (Initiation) Research Analyst Ruibin Chen (852) 3982 3212 Forecast & Valuation 2023A 2024E 2025E 2026E chenrobin@dwzq.com.hk Revenue (USD mn) 307,394.00 352,882.98 394,718.09 438,211.74 Growth (YoY %) 8.68 14.80 11.86 11.02 Net profit (USD mn) 73,795.00 94,544.31 106,509.96 120,550.72 P[Traicbel eP_ePrifcoQrmuoatnec] e Growth (YoY %) 23.05 ...

文章核心观点 - 谷歌是人工智能技术的早期采用者,将其集成到谷歌文档、Gmail和广告平台等核心产品中,这些是公司的重要收入来源 [1][2][3] - 谷歌 CEO 桑达尔·皮查在 Google I/O 开发者大会上强调了人工智能的关键作用,并在谷歌搜索引擎中引入了人工智能生成的答案 [3] - 谷歌的股票最近突破了重要阻力位,表明另一轮长期看涨趋势的开始 [5][6] 公司概况 - 谷歌在关键领域如谷歌文档、Gmail和广告平台等早已采用人工智能技术,这些是公司的主要收入来源 [2][3] - 这突出了谷歌在人工智能领域的领导地位 [3] - 谷歌的人工智能广告工具 Performance Max 在各行业广泛应用,旨在通过人工智能优化广告效率,但也面临缺乏控制和详细报告的批评 [4] - 尽管取得了进步,但公司在人工智能开发方面也面临挑战,包括对其人工智能生成内容的准确性和适当性的批评 [4] - 公司在人工智能领域的强势地位得益于其专有基础设施和对大量数据集的访问 [4] 股票表现 - 2023年谷歌股价上涨96%,从之前的44%下跌中反弹 [5] - 股价在90美元附近找到支撑后开始反弹,这被视为健康上升趋势的信号 [5] - 股价突破了重要整理区域,上涨至151美元以上,可能标志着长期看涨趋势的开始 [6] - 这为投资者带来了从谷歌股票良好表现中获益的吸引机会 [6]

文章核心观点 - 通胀有所放缓,可能促使美联储提前降息 [1][2] - 降息有利于股市,因为降低了企业融资成本,激励企业投资和扩张 [2] 行业和公司总结 科技行业 - 科技公司如Alphabet、Crowdstrike、Meta Platforms等有望从降息中获益,因为可以更容易获得资金投入业务发展 [3][6][17] - Alphabet的广告业务和云计算业务前景良好,财务表现出色,宣布首次派息 [3][4][5] - Crowdstrike的网络安全业务需求旺盛,业绩表现优异 [6][7][8] - Meta Platforms的广告业务增长强劲,利润率持续提升 [17][18][19] 消费行业 - 餐饮连锁Chipotle受益于较低通胀,价格上涨能力强,业绩表现良好 [10][11][12] - 在线教育公司Duolingo的用户增长和盈利能力持续提升 [13][14][15] 其他行业 - 半导体巨头Broadcom受益于人工智能等新兴技术带来的需求增长,财务表现出色,同时也重视回馈股东 [24][25][26] - 客户关系管理软件公司HubSpot有望从降息中获益,并可能成为Alphabet的收购目标 [20][21][22]

Following an impressive first-quarter earnings report, shares in Alphabet are up big. There are only seven companies in the world with a market capitalization of at least $1 trillion. Among these businesses, only Microsoft, Apple, Nvidia, and Alphabet (GOOG 1.06%) (GOOGL 1.08%) have reached an even more exclusive club. No, I'm not talking about gaining access to the "Magnificent Seven" -- although each of those companies is in that club, too. All four of these tech giants have a market cap of at least $2 tr ...

The Nasdaq Composite witnessed a robust 2023 and first quarter of 2024. The bull run has also continued into the second quarter despite growing concerns over inflation. On May 14, the tech-heavy Nasdaq ended 0.8% higher to close at a new record high of 16,511.18 points. The index has rallied 10% year to date after jumping 43.4% in 2023 to record its best year since 2020. This year, so far, has been great for Wall Street, with the Dow and the S&P 500 also notching record highs in February. The Nasdaq was a s ...

Google parent company Alphabet (GOOGL) , reported strong quarterly earnings several weeks ago, crushing estimates and gapping significantly higher. Continued strong growth in key segments like search, YouTube, and cloud computing propelled YoY sales growth back into double digits (13%). Management at Alphabet is extremely excited about the prospects of the AI revolution as it will both enhance productivity at the company and drive continued growth as other companies utilize Alphabet’s products and services. ...

文章核心观点 - Google与惠普公司合作,将于2025年将其3D视频会议技术Project Starline商业化 [1][2] - Starline技术使用先进的计算机视觉、机器学习和实时压缩技术,创造出一个"魔法窗口",让参与者能够进行面对面的互动,感知深度 [3][4] - 这种Starline技术集成到工作场合将促进混合环境中的真实面对面互动,提高视觉注意力、记忆回忆和整体存在感 [4] - 这一合作将有助于Google在远程或混合工作环境中获得广泛应用,增强Google Meet功能,提升Google Cloud业务 [5][7] 行业分析 - 全球视频会议市场预计将从2024年的330.4亿美元增长到2032年的602亿美元,复合年增长率为7.8% [6] - 微软和英伟达也在加强在3D视频会议领域的布局,分别推出Mesh虚拟会议空间和Maxine AI开发者平台 [10][11][12][13][14] 公司分析 - Google Cloud业务在2023年第一季度同比增长28.4%,占总收入的11.9% [8] - 2024年和2025年Google的总收入预计将分别同比增长15.1%和11.5% [9] - Google凭借Starline技术集成有望在远程/混合工作环境中获得更多应用,增强其在视频会议领域的竞争力 [5][7]