异动解读｜谷歌盘中上涨3.02%，黑石据称大幅提高TPU采购量叠加投行看多云业务前景

行情直击09-11

9月11日，谷歌盘中上涨3.02%，报342.64美元/股，成交额29.88亿美元。

消息面上，全球最大另类资产管理机构黑石据报正准备大幅提高谷歌张量处理单元（TPU）的采购量，规模达此前计划的"数倍"，显示外部客户对谷歌自研AI芯片的需求正加速释放。与此同时，奥本海默发布报告指出，Alphabet的TPU销售机遇有望在未来数年内为谷歌云营收和盈利带来显著增量。此外，谷歌Gemini应用正式登陆Windows桌面平台，跨平台战略进一步拓展用户触达面。此前谷歌曾因宣布在芬兰投入130亿欧元建设AI基础设施引发资本开支担忧而承压，当前TPU外部商业化利好一定程度上缓解了市场对巨额支出回报率的忧虑。

（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

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