J.P. Morgan SELL

JPM JPM TECH SKETCH GOO

Jul 29, 202616 pages页

From the report报告摘录GOOGL Q226 Cloud & TPU Momentum: Cloud revenue +82% Y/Y driven by TPU hardware sales; Google Cloud margins at 35.6% (fantastic), signaling TPU as next growth leg; JPMorgan reiterates Overweight ($420 PT), "buy pullback".

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