谷歌又放大招！相关概念股盘点（名单）

Ofweek光电信息网12-15 16:18

近期，谷歌以“AndroidXR”为主题的特别发布会正式举办。会上，谷歌首次公布了智能眼镜ProjectAura产品和AndroidXR系统的关键细节，该产品被定位为迄今为止最完整、最接近AndroidXR理想形态的硬件样本。据悉，这款设备采用了XREAL的棱镜透镜技术，外观类似加厚的太阳镜。同时搭载高通骁龙XR2Gen2Plus芯片组，与三星GalaxyXR头显使用相同的处理器。这意味着...

网页链接

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。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2591861974?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2025-12-15 16:18","share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","id":"2591861974","market":"us","top_or_hot":-1,"title":"谷歌又放大招！相关概念股盘点（名单）","media":"Ofweek光电信息网","content":"<div>\n<p>近期，谷歌以“AndroidXR”为主题的特别发布会正式举办。会上，谷歌首次公布了智能眼镜ProjectAura产品和AndroidXR系统的关键细节，该产品被定位为迄今为止最完整、最接近AndroidXR理想形态的硬件样本。据悉，这款设备采用了XREAL的棱镜透镜技术，外观类似加厚的太阳镜。同时搭载高通骁龙XR2Gen2Plus芯片组，与三星GalaxyXR头显使用相同的处理器。这意味着...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251215162626a44d3712&s=b\">网页链接</a>\n\n</div>\n","source":"tencent","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>谷歌又放大招！相关概念股盘点（名单）</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n谷歌又放大招！相关概念股盘点（名单）\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-12-15 16:18 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251215162626a44d3712&s=b><strong>Ofweek光电信息网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>近期，谷歌以“AndroidXR”为主题的特别发布会正式举办。会上，谷歌首次公布了智能眼镜ProjectAura产品和AndroidXR系统的关键细节，该产品被定位为迄今为止最完整、最接近AndroidXR理想形态的硬件样本。据悉，这款设备采用了XREAL的棱镜透镜技术，外观类似加厚的太阳镜。同时搭载高通骁龙XR2Gen2Plus芯片组，与三星GalaxyXR头显使用相同的处理器。这意味着...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251215162626a44d3712&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"IE00BN29S564.USD","symbol_name":"JANUS HENDERSON BALANCED \"A3\" (USD) INC","start_time":0,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251215162626a44d3712&s=b","article_id":"2591861974","we_media_id":null,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251215162626a44d3712&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2591861974","pubTimestamp":1765786680,"columns":[],"sourceInfo":{"source_id":"tencent","name":"腾讯"},"weMediaInfo":null,"summary":"近期，谷歌以“AndroidXR”为主题的特别发布会正式举办。最近几月，谷歌在AI领域大动作不断，11月18日，谷歌发布了被誉为“王牌”的Gemini3。这里证券之星为大家整理了部分谷歌概念股，需要注意的是，相关概念股仅供投资者参考，不构成任何投资建议。","collect":0,"end_time":0,"defaultTopTitle":"qq.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"IE00BN29S564.USD":"JANUS HENDERSON BALANCED \"A3\" (USD) INC","LU1221951129.SGD":"NORDEA 1 STABLE RETURN \"HM\" (SGDHDG) INC","LU2092937148.SGD":"Blackrock ESG Multi-Asset A8 SGD-H","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","LU0211327993.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (USD) ACC","LU0052756011.USD":"TEMPLETON GLOBAL BALANCED \"A\" (USD) INC","LU1670628061.USD":"M&G (LUX) NORTH AMERICAN DIVIDEND \"A\" (USD) INC","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","IE00BMPRXQ63.HKD":"NEUBERGER BERMAN NEXT GENERATION CONNECTIVITY FUND \"A\" (HKDHDG) ACC","LU2244417387.USD":"FIDELITY SUSTAINABLE US EQUITY \"A\" (USD) ACC","LU2360106780.USD":"BGF WORLD TECHNOLOGY \"A4\" (USD) INC","LU1489326972.SGD":"First Eagle Amundi International AHS-MD SGD-H","LU1430594728.SGD":"Eastspring Investments - Global Low Volatility Equity AS SGD","LU1803068979.SGD":"FTIF - Franklin Technology A (acc) SGD-H1","BK4588":"碎股","LU1496350502.SGD":"FRANKLIN DIVERSIFIED DYNAMIC \"A\" (SGDHDG) ACC","LU0965508806.USD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (USD) INC","LU0476273544.USD":"CT (LUX) I GLOBAL TECHNOLOGY \"BU\" (USD) ACC","LU2746668974.SGD":"MANULIFE DYNAMIC LEADERS \"AA\" (SGDHDG) ACC","LU1059921491.USD":"NORDEA 1 GLOBAL STABLE EQUITY \"HB\" (USDHDG) ACC","LU2491049909.HKD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (HKD) ACC","LU0158827781.USD":" ALLIANZ GLOBAL SUSTAINABILITY \"AT\" (USD) ACC","LU1917777945.USD":"安联专题基金Cl AT Acc","LU0109391861.USD":"富兰克林美国机遇基金A Acc","IE00B3S45H60.SGD":"Neuberger Berman US Multicap Opportunities A Acc SGD-H","LU1267930730.SGD":"富兰克林美国机遇基金AS Acc SGD (CPF)","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","IE00BFXG0V08.USD":"BNY MELLON GLOBAL LEADERS \"B\" (USD) ACC","USJW.SI":"ALPHAB 3xLongSG261006","GOOGL":"谷歌A","LU1116320737.USD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A6\" (USD) INC","LU0708995401.HKD":"FRANKLIN U.S. OPPORTUNITIES \"A\" (HKD) ACC","LU2264538146.SGD":"Fullerton Lux Funds - Global Absolute Alpha A Acc SGD","LU0426412945.USD":"NINETY ONE GSF GLOBAL FRANCHISE \"A\" (USD) ACC","GOOG":"谷歌","LU1235294995.USD":"FIDELITY GLOBAL TECHNOLOGY \"A\" (USDHDG) ACC","LU1868836757.USD":"CT (LUX) I AMERICAN FUND \"2\" (USD) ACC","IE00BN8TJ469.HKD":"FTGF CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A\" (HKD) INC","LU2054465674.USD":"UBS (LUX) KEY SELEC SICAV DIGITAL TRANSFORMATION T \"P\" (USD) ACC","LU1303367103.USD":"摩根大通多经理另类基金 A (acc)","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU1935043023.USD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME \"AA\" (USD) INC A","LU0964807845.USD":"ALLIANZ INCOME & GROWTH \"A\" (USD) INC","BK4534":"瑞士信贷持仓","LU2097344431.USD":"SCHRODER ISF SUSTAINABLE MULTI-ASSET INCOME \"A\" (USDHDG) INC","LU2098885051.SGD":"JPMorgan Funds - Multi-Manager Alternatives A (acc) SGD","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0128525929.USD":"TEMPLETON GLOBAL \"A\" (USD) ACC"},"translate_title":"Google has enlarged its move again! Inventory of related concept stocks (list)","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"GOOGL":1.5,"GOOG":1.5,"USJW.SI":0.6},"content_text":"近期，谷歌以“AndroidXR”为主题的特别发布会正式举办。会上，谷歌首次公布了智能眼镜ProjectAura产品和AndroidXR系统的关键细节，该产品被定位为迄今为止最完整、最接近AndroidXR理想形态的硬件样本。据悉，这款设备采用了XREAL的棱镜透镜技术，外观类似加厚的太阳镜。同时搭载高通骁龙XR2Gen2Plus芯片组，与三星GalaxyXR头显使用相同的处理器。这意味着ProjectAura可以运行几乎所有GalaxyXR支持的AndroidXR应用。值得一提的是，这款搭载谷歌GeminiAI的智能眼镜将于2026年推出。在发布会视频中，谷歌展示了包括翻译、识图、寻路等一些与GeminiAI的简单互动。它在需要时能提供快速的视觉信息，同时又保持了眼镜的轻便和时尚感。另据媒体报道，谷歌展示的开发套件重量只有49克。此前在5月21日，在GoogleI/O开发者大会上，这款由Google与中国科技企业XREAL联合打造的智能眼镜ProjectAura正式亮相，该产品也成为AndroidXR生态的首个硬件载体。谷歌在大会上强调，AndroidXR的核心目标，是构建一个开放、统一的扩展现实平台，让AI不再局限于平面屏幕，而是进入真实世界的光线、空间与行为之中。XREAL的光学、芯片与空间算法能力，使Aura成为谷歌最认可的“AI+XR硬件落地路径”，被称为“GeminiAI的第一双原生空间之眼”。最近几月，谷歌在AI领域大动作不断，11月18日，谷歌发布了被誉为“王牌”的Gemini3。其专业版(Gemini3Pro)在多项基准测试中领先，尤其在复杂推理上表现突出。在谷歌官方的描述中，Gemini3可以助力“学习、构建和规划一切”。该模型不仅刷新多项性能纪录，还突出展现了AI从“回答问题”到“完成工作”的转变。在视频生成领域，谷歌于10月16日推出Veo3.1，据了解，此次升级注重电影风格理解、叙事控制和原生音频生成，被视为迈向“导演级”控制的一步。10月22日，谷歌在《自然》杂志上介绍了一项量子算法突破，它使量子计算机的运行速度比超级计算机快13000倍。值得一提的是，伯克希尔·哈撒韦于2025年11月14日盘后向SEC提交了2025年第三季度(截至9月30日)的13F报告，文件中明确披露：首次建仓谷歌A类股(GOOGL)：买入约1785万股，持仓市值43.4亿美元(约合308亿元人民币)，成为伯克希尔的第十大重仓股，占其投资组合的1.62%。这里证券之星为大家整理了部分谷歌概念股，需要注意的是，相关概念股仅供投资者参考，不构成任何投资建议。1、长芯博创：公司在2024年投资者交流活动中表示，其800G硅光子产品已完成谷歌相关验证，计划2025年三季度实现规模量产。2、特发信息：在公开信息中披露，在谷歌数据中心MPO跳线项目中占有一定份额。3、中际旭创：供货谷歌800G光模块，2025年谷歌光模块采购量约350万只，中际旭创占其采购份额的70%。4、新易盛：供货谷歌800G光模块份额A股第二，2025年首次切入谷歌800G供应链。5、腾景科技：谷歌OCS交换机的核心光学器件供应商，业务收入占比已达28%。6、德科立：谷歌10台OCS样机订单预计2025年底前交付完毕，单价25万美元/台。7、英维克：公司推出基于谷歌Deschutes5CDU规格的CDU产品，同时展示26MW全链路液冷案例，支持超过2.6万台液冷节点部署。8、长飞光纤：供货谷歌光纤份额60%，A股第一。9、博杰股份：公司在调研中表示，液冷相关零部件已通过谷歌、亚马逊、微软等多家云厂商认证，目前处于小批量验证阶段。10、水晶光电：公司为谷歌AR眼镜提供光学模组，是视觉信息处理的核心组件。- End -","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.35.12","shortVersion":"4.35.12","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2591861974","isCrawlerRequest":true}