---
title: "儘管科技板塊有所反彈，Alphabet 仍被認為是最便宜的巨型科技股"
type: "News"
locale: "zh-HK"
url: "https://longbridge.com/zh-HK/news/287156003.md"
description: "儘管該行業的估值較高，Alphabet 仍被認為是最具吸引力的巨型科技股。分析師們還看好微軟和甲骨文，認為它們在人工智能增長和較低的盈利倍數方面具有潛力。科技行業的盈利預期修正已持續超過一年"
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)
---

# 儘管科技板塊有所反彈，Alphabet 仍被認為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.

### 相關股票

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

## 相關資訊與研究

- [Anthropic 有望首次實現單季盈利 收入大幅成長](https://longbridge.com/zh-HK/news/287129663.md)
- [川普將簽 AI 國安命令 擴大資安情報共享、採自願性安全測試](https://longbridge.com/zh-HK/news/287176265.md)
- [美股高貴不貴 企業獲利支撐本益比 市值產業型美股 ETF 看俏](https://longbridge.com/zh-HK/news/286988455.md)
- [Google I/O 懶人包： AI 代理來幫你上班的時代來臨！](https://longbridge.com/zh-HK/news/286984089.md)
- [美股 AI 熱潮下波動頻繁：谷歌股價滑落、馬斯克敗訴、輝達財報惹擔憂](https://longbridge.com/zh-HK/news/287165218.md)