Google Advances AI Integration, While Apple May Partner With OpenAI to Enhance Siri, Analysts Say
Google Advances AI Integration, While Apple May Partner With OpenAI to Enhance Siri, Analysts Say
分析师称，谷歌推进人工智能集成，而苹果可能与OpenAI合作以增强Siri
BMO Capital analyst Brian Pitz reiterated Google parent Alphabet (NASDAQ:GOOGL) with an Outperform and a $215 price target.
BMO Capital分析师布莱恩·皮茨重申了谷歌母公司Alphabet（纳斯达克股票代码：GOOGL）的跑赢大盘，目标股价为215美元。
The analyst said Google I/O contextualized how Alphabet will integrate and monetize over twenty years of AI initiatives and pursue the first big search transformation in as many years with Project Astra.
这位分析师表示，谷歌的I/O将Alphabet如何整合二十多年的人工智能计划并从中获利，并通过Astra项目实现多年来的首次大规模搜索转型。
Pitz noted, specifically, the monetization of AI Overview improving ROAS, the cost to serve declining 80%, and Gemini integrating at the OS level across smartphones.
皮茨特别指出，AI Overview的货币化改善了广告支出回报率，服务成本下降了80％，Gemini在智能手机的操作系统层面进行了集成。
Bears likely argued that recent OpenAI multimodal Agent demos are more advanced, but he argued that GOOGL leverages significant scale advantages and ecosystem integration over...
空头可能认为最近的OpenAI多模态代理演示更加先...
登录免费看全文
登录/注册