---
title: "尽管科技板块有所反弹，Alphabet 仍被认为是最便宜的巨型科技股"
type: "News"
locale: "zh-CN"
url: "https://longbridge.com/zh-CN/news/287156003.md"
description: "尽管该行业的估值较高，Alphabet 仍被认为是最具吸引力的巨型科技股。分析师们还看好微软和甲骨文，认为它们在人工智能增长和较低的盈利倍数方面具有潜力。科技行业的盈利预期修正已持续超过一年"
datetime: "2026-05-21T04:25:18.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/287156003.md)
  - [en](https://longbridge.com/en/news/287156003.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/287156003.md)
---

# 尽管科技板块有所反弹，Alphabet 仍被认为是最便宜的巨型科技股

Alphabet's value edge: Despite high valuations across the Magnificent Seven, Alphabet is viewed as offering the most attractive long-term price point. Microsoft and Oracle appeal: Analysts see upside in Microsoft and Oracle, citing AI growth momentum and comparatively lower earnings multiples. Tech sector backdrop: Technology has been among sectors with positive earnings estimate revisions for over a year.

### 相关股票

- [GOOG.US](https://longbridge.com/zh-CN/quote/GOOG.US.md)
- [MSFO.US](https://longbridge.com/zh-CN/quote/MSFO.US.md)
- [XSW.US](https://longbridge.com/zh-CN/quote/XSW.US.md)
- [MSFX.US](https://longbridge.com/zh-CN/quote/MSFX.US.md)
- [IXN.US](https://longbridge.com/zh-CN/quote/IXN.US.md)
- [MSFL.US](https://longbridge.com/zh-CN/quote/MSFL.US.md)
- [MSFU.US](https://longbridge.com/zh-CN/quote/MSFU.US.md)
- [ORCX.US](https://longbridge.com/zh-CN/quote/ORCX.US.md)
- [IGV.US](https://longbridge.com/zh-CN/quote/IGV.US.md)
- [GGLL.US](https://longbridge.com/zh-CN/quote/GGLL.US.md)
- [GOOGL.US](https://longbridge.com/zh-CN/quote/GOOGL.US.md)
- [MSFT.US](https://longbridge.com/zh-CN/quote/MSFT.US.md)
- [ORCL.US](https://longbridge.com/zh-CN/quote/ORCL.US.md)
- [ORCL-D.US](https://longbridge.com/zh-CN/quote/ORCL-D.US.md)

## 相关资讯与研究

- [毕马威携手 Anthropic 升级全球税务与咨询业务平台](https://longbridge.com/zh-CN/news/286928226.md)
- [谷歌升级搜索体验迎接 AI 时代 并推出新编程工具](https://longbridge.com/zh-CN/news/286958438.md)
- [微软发布新款商用 Surface 设备，英特尔酷睿 Ultra 3 系列处理器先行](https://longbridge.com/zh-CN/news/286933508.md)
- [Google 和 DeepMind，仍然不是一条心](https://longbridge.com/zh-CN/news/287149910.md)
- [谷歌不想再追赶 ChatGPT](https://longbridge.com/zh-CN/news/287018470.md)