申万宏源维持谷歌-A买入评级目标价386美元_老虎社区_美港股上老虎

申万宏源维持谷歌-A买入评级目标价386美元

格隆汇11-26

申万宏源维持谷歌-A（GOOGL.US）买入评级，目标价386美元，受益于Gemini 3 Pro与Nano Banana Pro技术领先，AI搜索、API及Veo视频驱动Tokens消耗高增，TPU v7获Anthropic百万卡订单，云业务增速上修。上调25-27年净利润至1291/1370/1607亿美元，AI进展兑现支撑34x PE估值，目标价对应21%上涨空间。

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荷马先生
·11-26
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