格隆汇4月10日｜花旗表示，在参加了Google Cloud Next后，对Google Cloud Platform(GCP)的前景略为乐观，这得益于其在AI工具(以Gemini 2.5系列模型为首)、代理(Agent)产品(宣布了10多个新代理)以及基础设施升级(如TPU v7)方面的持续进展。尽管当前宏观环境存在挑战，花旗与与会者的对话中关于AI及代理带来的好处与节省的更积极基调，也令该行感到惊喜。

该行维持对Alphabet“买入”评级，但因整体线上广告市场的可见度受关税影响而更有限，将目标价由229美元下调至195美元。需要明确的是，花旗依然相信谷歌的产品光环及其带有AI模式的新搜索体验能够推动搜索使用量和相对稳定的收入增长。该行期待5月20日的Google I/O大会能提供更多关于Google AI产品的深入见解。

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