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Scott Wapner
主持《Halftime Report》，领导投资委员会讨论市场趋势和投资策略。
Jim Lebenthal: 我认为Alphabet的下跌是过度反应,搜索业务表现良好,抵消了对竞争的担忧。虽然云服务未达预期,但仍保持了30%的增长。增加的资本支出是为了保持竞争优势,长期来看是有益的。目前Alphabet的估值低于市场平均水平,这是一个买入的好机会。我对Alphabet的未来充满信心,并认为现在是增持的好时机。
Steve Weiss: 我认为Alphabet的资本支出大幅增加,而收入增长放缓是一个问题。虽然搜索业务表现良好,但不能忽视云服务和其他业务的增长放缓。Alphabet需要证明其增加的资本支出能够带来更高的回报。我对Alphabet的未来持谨慎态度,并认为目前存在一些不确定性。
Joe Terranova: 我认为Alphabet的股价受到多种因素的影响,包括市场情绪和资金流动。虽然Alphabet的基本面仍然强劲,但市场可能会对其增长前景产生担忧。我认为Alphabet的股价可能会在短期内面临一些压力,但长期来看仍然具有潜力。我购买Alphabet是因为它的势头强劲,但我也同意Steve的观点,即需要关注其资本支出和收入增长。
Bryn Talkington: 我认为Alphabet的长期前景仍然乐观,尽管短期内可能会面临一些挑战。Alphabet在人工智能领域具有领先地位,并且在不断创新。我认为Alphabet的股价可能会在未来几年内继续上涨。我没有持有Alphabet的股票,但我会密切关注其发展。
Deep Dive
The panel discusses Alphabet's stock performance, focusing on its revenue growth, capex spending, and competition in the search market. Despite a recent drop, some argue it's a buying opportunity due to its strong past performance and current valuation.
- Alphabet's revenue growth decelerated to its lowest rate since 2023.
- Concerns about competition in the search market and a cloud services miss.
- Significant increase in capex spending (30%).
- Despite the miss, some panelists believe the stock is undervalued and a purchase opportunity.
Shownotes Transcript