<p class=lexical__paragraph dir=ltr> Inc. (GOOG) 10/24盤後發佈了 2023 Q3 財報,營收較去年同期成長11%至$76.69B,高於預期$75.95B;EPS $1.55也高於預期的$1.45。盤後股價卻下跌5.93%。</span></p><hr><p class=lexical__paragraph dir=ltr>收入主要來自於搜尋引擎的廣告業務,再來是高成長的雲服務。Google投入了大量的花費在AI產品研發和部署,但Q3所帶來的營收似乎不如預期。</span></p><div class=lexical__image float><div class=lexical__imageWrapper><img src=https://d2a6d2ofes041u.cloudfront.net/resize?compression=6&norotation=true&url=https%3A%2F%2Fimages.vocus.cc%2F620546f5-ac5c-4113-9f98-0872b1f5eac8.png&width=506&sign=MF6pUww1p9pB1-tnkun5xBU0IEfx1s-Ejxff-nQg6pw data-src=https://d2a6d2ofes041u.cloudfront.net/resize?compression=6&norotation=true&url=https%3A%2F%2Fimages.vocus.cc%2F620546f5-ac5c-4113-9f98-0872b1f5eac8.png&width=506&sign=MF6pUww1p9pB1-tnkun5xBU0IEfx1s-Ejxff-nQg6pw class=lazy data-original-src=https://images.vocus.cc/620546f5-ac5c-4113-9f98-0872b1f5eac8.png data-lowquality=true data-width=506 data-height=626 alt=Q3-2023 GOOG Earning&Revenue></div><div class=captionTheme__wrapper>3-2023 GOOG Earning&Revenue</p></div></div><p class=lexical__paragraph dir=ltr><br></p><p class=lexical__paragraph><span style=white-space: pre-wrap;>-</span></p><ul class=lexical__ul><li value=1 class=lexical__listItem><span style=white-space: pre-wrap;>雲服務營收$8.41B,略低於預期$8.43B,營收增速從上季28%降低為這季22%。</span></li><li value=2 class=lexical__listItem><span style=white-space: pre-wrap;>雲服務盈利$2.6B,Q2-2023 $3.9B 環比下跌33%。</span></li></ul><p class=lexical__paragraph><span style=white-space: pre-wrap;>+</span></p><ul class=lexical__ul><li value=1 class=lexical__listItem>3廣告業務營收$59.64B YoY 成長9%,其中Youtube YoY營收成長更是來到12.4%。</span></li><li value=2 class=lexical__listItem><span style=white-space: pre-wrap;>先前面臨ChatGPT會大幅搶佔搜尋引擎的廣告業務份額的擔憂在這季沒有發生。</span></li></ul>