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LongPort - 投资之路
投资之路

谷歌 2024 年 Q1 季报解读—广告稳健,AI 及云业务向好

今天凌晨$谷歌-A.US 公布了 2024 年第一季度财报,谷歌和微软再一次同一天公布财报,结果两个公司公布财报后均大涨,谷歌大涨 11%,微软则涨 4%,股价已经反应了市场对谷歌财报的看法。这么大的体量,还能大涨 11% 也实属罕见。         谷歌业务相对比较简单,广告业务是基本盘,占总营收 76% 左右,也是全球最大的互联网广告公司。云业务是第二增长曲线...

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