JP Morgan Raises Alphabet Price Target and Maintains Overweight Rating - To The Moon

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- 小摩上调Alphabet目标价至385美元
  12-15 11:17
- Alphabet Is Maintained at Overweight by JP Morgan
  12-13
- BarcodeBarcode
  ·12-14
  $Alphabet(GOOGL)$ $NVIDIA(NVDA)$ $Roundhill Magnificent Seven ETF(MAGS)$ 🐂📈 Bulls Are Regrouping in Google $GOOGL as AI Capital Rotates, Structure Signals Reload, Not Distribution 📈🐂 Bulls are regrouping in Google $GOOGL, not chasing highs, not panicking on consolidation. This is what constructive digestion looks like after a powerful impulse. TD Cowen lifting its price target to $350 from $335 reinforces that view, grounded in rising Gemini usage, improving AI-driven Search engagement, and early monetisation traction from AI Overviews and AI Mode. This is fundamentals catching up to price, not the other way around. Alphabet is +63% YTD and +113% from the April
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- BarcodeBarcode
  ·12-14
  $Alphabet(GOOGL)$ $NVIDIA(NVDA)$ $Roundhill Magnificent Seven ETF(MAGS)$ 🐂📈 Bulls Are Regrouping in Google $GOOGL as AI Capital Rotates, Structure Signals Reload, Not Distribution 📈🐂 Bulls are regrouping in Google $GOOGL, not chasing highs, not panicking on consolidation. This is what constructive digestion looks like after a powerful impulse. TD Cowen lifting its price target to $350 from $335 reinforces that view, grounded in rising Gemini usage, improving AI-driven Search engagement, and early monetisation traction from AI Overviews and AI Mode. This is fundamentals catching up to price, not the other way around. Alphabet is +63% YTD and +113% from the April
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This reflects increased confidence in Alphabet's stock performance and potential growth prospects as of December 12, 2025.","image":"https://community-static.tradeup.com/news/1201dcc0482be040348fb8d4f228bb68","type":2,"style":4,"follow":false,"createTime":1765568714911,"userCounts":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/special/finance&rndata={\"themeId\":389e3adb53ddd4c4fd147e31c327f577}&rnconfig={\"headerBarHidden\": true}","subscribe":false,"allowFollow":false,"hasReward":false,"rewardScore":0,"rewardValidDate":0,"rewardEnd":false,"symbols":["GOOGL","GOOG"],"tweetCounts":1,"categoryId":"2929bb7468f5415f853fd96fb35d7c3b","options":[],"votedOptionId":"","totalUserCount":0,"followStatus":false,"themeName":"JP Morgan Raises Alphabet Price Target and Maintains Overweight Rating","tweetAmount":1,"imageIsDefault":false,"aiDerivativeIssues":[]},"tab":"news","newsList":[{"id":425119,"article_id":"2591469154","title":"小摩上调Alphabet目标价至385美元","subtitle":"","subtitle_show":0,"pub_time":1765768674000,"source_id":"live_gelonghui","language":"zh","url":"https://www.gelonghui.com/rss/live/live.xml","is_publish_highlight":0,"symbols_score_info":{"GOOG":1.5,"GOOGL":1.5,"USJW.SI":0.6},"rights":null},{"id":424801,"article_id":"2591968694","title":"Alphabet Is Maintained at Overweight by JP Morgan","subtitle":"","subtitle_show":0,"pub_time":1765567740000,"source_id":"dowjones_highlight","language":"en","url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_publish_highlight":0,"symbols_score_info":{},"rights":null}],"isFinancial":true,"allList":[{"id":510521272967480,"gmtCreate":1765652602935,"gmtModify":1765788849817,"author":{"id":"4171900329979952","authorId":"4171900329979952","name":"Barcode","avatar":"https://community-static.tradeup.com/news/6688d8fb4c2a255e3b901e79755e56df","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4171900329979952","idStr":"4171900329979952"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/GOOGL\">$Alphabet(GOOGL)$</a> <a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$</a> <a href=\"https://ttm.financial/S/MAGS\">$Roundhill Magnificent Seven ETF(MAGS)$</a> 🐂📈 Bulls Are Regrouping in Google $GOOGL as AI Capital Rotates, Structure Signals Reload, Not Distribution 📈🐂 Bulls are regrouping in Google $GOOGL, not chasing highs, not panicking on consolidation. This is what constructive digestion looks like after a powerful impulse. TD Cowen lifting its price target to $350 from $335 reinforces that view, grounded in rising Gemini usage, improving AI-driven Search engagement, and early monetisation traction from AI Overviews and AI Mode. This is fundamentals catching up to price, not the other way around. Alphabet is +63% YTD and +113% from the April","listText":"<a href=\"https://ttm.financial/S/GOOGL\">$Alphabet(GOOGL)$</a> <a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$</a> <a href=\"https://ttm.financial/S/MAGS\">$Roundhill Magnificent Seven ETF(MAGS)$</a> 🐂📈 Bulls Are Regrouping in Google $GOOGL as AI Capital Rotates, Structure Signals Reload, Not Distribution 📈🐂 Bulls are regrouping in Google $GOOGL, not chasing highs, not panicking on consolidation. This is what constructive digestion looks like after a powerful impulse. TD Cowen lifting its price target to $350 from $335 reinforces that view, grounded in rising Gemini usage, improving AI-driven Search engagement, and early monetisation traction from AI Overviews and AI Mode. This is fundamentals catching up to price, not the other way around. Alphabet is +63% YTD and +113% from the April","text":"$Alphabet(GOOGL)$ $NVIDIA(NVDA)$ $Roundhill Magnificent Seven ETF(MAGS)$ 🐂📈 Bulls Are Regrouping in Google $GOOGL as AI Capital Rotates, Structure Signals Reload, Not Distribution 📈🐂 Bulls are regrouping in Google $GOOGL, not chasing highs, not panicking on consolidation. This is what constructive digestion looks like after a powerful impulse. TD Cowen lifting its price target to $350 from $335 reinforces that view, grounded in rising Gemini usage, improving AI-driven Search engagement, and early monetisation traction from AI Overviews and AI Mode. This is fundamentals catching up to price, not the other way around. Alphabet is +63% YTD and +113% from the April","images":[{"img":"https://community-static.tradeup.com/news/00b7ca4f9466ffb54d2714a1404ddea8","width":"752","height":"416"},{"img":"https://community-static.tradeup.com/news/13a0a122fcef85326e689a00946f5b69","width":"1445","height":"859"},{"img":"https://community-static.tradeup.com/news/8df82cde813704004bf26fef5b4c0717","width":"2752","height":"1733"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":37,"commentSize":19,"repostSize":76,"link":"https://ttm.financial/post/510521272967480","isVote":1,"tweetType":1,"viewCount":1691,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4177356503735472","authorId":"4177356503735472","name":"Tui Jude","avatar":"https://community-static.tradeup.com/news/c07f673d37a33a824f84d9bc27efb2f7","crmLevel":11,"crmLevelSwitch":0,"authorIdStr":"4177356503735472","idStr":"4177356503735472"},"content":"Your read on Google’s consolidation is clean for this leg of the move. Structure matters more than noise when momentum resets without breaking support. The macro rotation away from capex-heavy AI into cash-flow platforms fits this tape. I’m seeing similar flow behaviour in $Microsoft(MSFT)$ as this cycle matures.","text":"Your read on Google’s consolidation is clean for this leg of the move. Structure matters more than noise when momentum resets without breaking support. The macro rotation away from capex-heavy AI into cash-flow platforms fits this tape. I’m seeing similar flow behaviour in $Microsoft(MSFT)$ as this cycle matures.","html":"Your read on Google’s consolidation is clean for this leg of the move. Structure matters more than noise when momentum resets without breaking support. The macro rotation away from capex-heavy AI into cash-flow platforms fits this tape. I’m seeing similar flow behaviour in $Microsoft(MSFT)$ as this cycle matures."},{"author":{"id":"4186428661919372","authorId":"4186428661919372","name":"PetS","avatar":"https://community-static.tradeup.com/news/b11b28506a08a6a6f4635855bae885a7","crmLevel":11,"crmLevelSwitch":0,"authorIdStr":"4186428661919372","idStr":"4186428661919372"},"content":"Strong post BC. I like the emphasis on time and incentives rather than price alone at this stage. When structure stays intact during macro drawdowns, that usually says a lot about positioning. Seeing similar behaviour in $Amazon.com(AMZN)$ where support holds despite cross asset pressure.","text":"Strong post BC. I like the emphasis on time and incentives rather than price alone at this stage. When structure stays intact during macro drawdowns, that usually says a lot about positioning. Seeing similar behaviour in $Amazon.com(AMZN)$ where support holds despite cross asset pressure.","html":"Strong post BC. I like the emphasis on time and incentives rather than price alone at this stage. When structure stays intact during macro drawdowns, that usually says a lot about positioning. Seeing similar behaviour in $Amazon.com(AMZN)$ where support holds despite cross asset pressure."}],"imageCount":3,"langContent":"EN","totalScore":0}],"essenList":[{"id":510521272967480,"gmtCreate":1765652602935,"gmtModify":1765788849817,"author":{"id":"4171900329979952","authorId":"4171900329979952","name":"Barcode","avatar":"https://community-static.tradeup.com/news/6688d8fb4c2a255e3b901e79755e56df","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4171900329979952","idStr":"4171900329979952"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/GOOGL\">$Alphabet(GOOGL)$</a> <a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$</a> <a href=\"https://ttm.financial/S/MAGS\">$Roundhill Magnificent Seven ETF(MAGS)$</a> 🐂📈 Bulls Are Regrouping in Google $GOOGL as AI Capital Rotates, Structure Signals Reload, Not Distribution 📈🐂 Bulls are regrouping in Google $GOOGL, not chasing highs, not panicking on consolidation. This is what constructive digestion looks like after a powerful impulse. TD Cowen lifting its price target to $350 from $335 reinforces that view, grounded in rising Gemini usage, improving AI-driven Search engagement, and early monetisation traction from AI Overviews and AI Mode. This is fundamentals catching up to price, not the other way around. Alphabet is +63% YTD and +113% from the April","listText":"<a href=\"https://ttm.financial/S/GOOGL\">$Alphabet(GOOGL)$</a> <a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$</a> <a href=\"https://ttm.financial/S/MAGS\">$Roundhill Magnificent Seven ETF(MAGS)$</a> 🐂📈 Bulls Are Regrouping in Google $GOOGL as AI Capital Rotates, Structure Signals Reload, Not Distribution 📈🐂 Bulls are regrouping in Google $GOOGL, not chasing highs, not panicking on consolidation. This is what constructive digestion looks like after a powerful impulse. TD Cowen lifting its price target to $350 from $335 reinforces that view, grounded in rising Gemini usage, improving AI-driven Search engagement, and early monetisation traction from AI Overviews and AI Mode. This is fundamentals catching up to price, not the other way around. Alphabet is +63% YTD and +113% from the April","text":"$Alphabet(GOOGL)$ $NVIDIA(NVDA)$ $Roundhill Magnificent Seven ETF(MAGS)$ 🐂📈 Bulls Are Regrouping in Google $GOOGL as AI Capital Rotates, Structure Signals Reload, Not Distribution 📈🐂 Bulls are regrouping in Google $GOOGL, not chasing highs, not panicking on consolidation. This is what constructive digestion looks like after a powerful impulse. TD Cowen lifting its price target to $350 from $335 reinforces that view, grounded in rising Gemini usage, improving AI-driven Search engagement, and early monetisation traction from AI Overviews and AI Mode. This is fundamentals catching up to price, not the other way around. Alphabet is +63% YTD and +113% from the April","images":[{"img":"https://community-static.tradeup.com/news/00b7ca4f9466ffb54d2714a1404ddea8","width":"752","height":"416"},{"img":"https://community-static.tradeup.com/news/13a0a122fcef85326e689a00946f5b69","width":"1445","height":"859"},{"img":"https://community-static.tradeup.com/news/8df82cde813704004bf26fef5b4c0717","width":"2752","height":"1733"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":37,"commentSize":19,"repostSize":76,"link":"https://ttm.financial/post/510521272967480","isVote":1,"tweetType":1,"viewCount":1691,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4177356503735472","authorId":"4177356503735472","name":"Tui Jude","avatar":"https://community-static.tradeup.com/news/c07f673d37a33a824f84d9bc27efb2f7","crmLevel":11,"crmLevelSwitch":0,"authorIdStr":"4177356503735472","idStr":"4177356503735472"},"content":"Your read on Google’s consolidation is clean for this leg of the move. Structure matters more than noise when momentum resets without breaking support. The macro rotation away from capex-heavy AI into cash-flow platforms fits this tape. I’m seeing similar flow behaviour in $Microsoft(MSFT)$ as this cycle matures.","text":"Your read on Google’s consolidation is clean for this leg of the move. Structure matters more than noise when momentum resets without breaking support. The macro rotation away from capex-heavy AI into cash-flow platforms fits this tape. I’m seeing similar flow behaviour in $Microsoft(MSFT)$ as this cycle matures.","html":"Your read on Google’s consolidation is clean for this leg of the move. Structure matters more than noise when momentum resets without breaking support. The macro rotation away from capex-heavy AI into cash-flow platforms fits this tape. I’m seeing similar flow behaviour in $Microsoft(MSFT)$ as this cycle matures."},{"author":{"id":"4186428661919372","authorId":"4186428661919372","name":"PetS","avatar":"https://community-static.tradeup.com/news/b11b28506a08a6a6f4635855bae885a7","crmLevel":11,"crmLevelSwitch":0,"authorIdStr":"4186428661919372","idStr":"4186428661919372"},"content":"Strong post BC. I like the emphasis on time and incentives rather than price alone at this stage. When structure stays intact during macro drawdowns, that usually says a lot about positioning. Seeing similar behaviour in $Amazon.com(AMZN)$ where support holds despite cross asset pressure.","text":"Strong post BC. I like the emphasis on time and incentives rather than price alone at this stage. When structure stays intact during macro drawdowns, that usually says a lot about positioning. Seeing similar behaviour in $Amazon.com(AMZN)$ where support holds despite cross asset pressure.","html":"Strong post BC. I like the emphasis on time and incentives rather than price alone at this stage. When structure stays intact during macro drawdowns, that usually says a lot about positioning. Seeing similar behaviour in $Amazon.com(AMZN)$ where support holds despite cross asset pressure."}],"imageCount":3,"langContent":"EN","totalScore":0}],"allBottom":false,"essenBottom":false}