DoNews 1月29日消息（记者 赵晋杰）华尔街投行MKM近期在致客户的研究报告中称，谷歌母公司Alphabet是最被低估的互联网巨头，认为新一轮的资本再分配机会有望成为Alphabet的价值创造催化剂。MKM分析师罗伯·桑德森（Rob Sanderson）重申了对Alphabet股票的买入评级，部分原因是该公司可能会推出一项大型资本回报计划。受美国税改政策影响，Alphabet有望将610亿美元的海外现金移回美国。谷歌的营收分为“网站营收”和“网络营收”。尽管网站营收已是一项规模800亿美元的广告业务，但仍在显著增长，在过去两年来持续增长了至少20%。MKM预计，得益于移动搜索增加和You...
DoNews January 29th (reporter Zhao Jinjie) MKM of Wall Street investment bank recently reported to customers that Google's parent company Alphabet is the most underestimated Internet giant, and believes that the new round of capital redistribution opportunities is expected to become the catalyst of Alphabet value creation. MKM analyst Rob Sanderson (Rob Sanderson) reiterated the buying rating of Alphabet stock, partly because the company may launch a large capital return plan. Affected by the US tax reform policy, Alphabet is expected to move $61 billion of overseas cash back to the United States. Google's revenue is divided into "website revenue" and "network revenue". Although web site revenue is already a $80 billion advertising business, it is still growing significantly, growing at least 20% over the past two years. MKM is expected to benefit from the increase in mobile search and You...
