硅谷风向已变！Alphabet(GOOGL.US)凭 Gemini 3 重回巅峰，华尔街调转枪口猛攻OpenAI生态

智通财经02-05

Alphabet(GOOGL.US)正在以一种强劲的势头向OpenAI发起挑战，这突显了华尔街对这家谷歌母公司作为AI领导者的认知。而在短短一年前，投资者还认为它严重落后于竞争对手，并因此惩罚了其股价。智通财经APP注意到，在周三的财报电话会议上，Alphabet高管们展现出了更加自信的姿态。这是自Gemini3模型发布以来的首次财报会议，该模型令用户惊艳，并帮助谷歌在人工智能竞赛中迎头赶上。尽管...

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Alphabet (GOOGL.US) returns to the top with Gemini 3, Wall Street turns its guns and storms the OpenAI ecosystem","themeId":"67f204a5624260030adf880c4226a877","isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"USJW.SI":0.6,"GGLS":0.6,"GOOW":0.6,"GOOX":0.6,"GOOGL":1.98,"GOOP":0.6,"GOOY":0.6,"GOU":0.6,"GGLL":0.6},"content_text":"Alphabet(GOOGL.US)正在以一种强劲的势头向OpenAI发起挑战，这突显了华尔街对这家谷歌母公司作为AI领导者的认知。而在短短一年前，投资者还认为它严重落后于竞争对手，并因此惩罚了其股价。智通财经APP注意到，在周三的财报电话会议上，Alphabet高管们展现出了更加自信的姿态。这是自Gemini3模型发布以来的首次财报会议，该模型令用户惊艳，并帮助谷歌在人工智能竞赛中迎头赶上。尽管Alphabet没有点名提及其次要AI竞争对手，但其展现出的新自信强调了一个关键对比：对AI的投资已开始在整个公司范围内产生回报。这成为了Alphabet计划在2026年将资本支出增加近一倍——达到1750亿至1850亿美元之间——的理由，这些支出将用于大规模投入AI计算能力。Alphabet在2025年关于AI的准备发言中，重点还放在产品使用率和专门由其云计算部门产生的AI收入上。“总的来说，我们看到AI投资和基础设施正在全面推动收入和增长，”首席执行官桑达尔·皮查伊表示。谷歌对AI驱动收入的新信心得到了其消费者和企业业务增长的支持。皮查伊表示，与OpenAI的ChatGPT竞争的谷歌Gemini应用在12月季度末的月活跃用户数超过7.5亿，高于上一季度末的6.5亿。尽管如此，这一数字仍落后于ChatGPT，OpenAI首席执行官萨姆·奥特曼在10月份曾表示，ChatGPT的周活跃用户数已突破8亿。皮查伊表示，“我们也看到每个用户的参与度显著提高，尤其是自Gemini3发布以来。”Gemini3还被整合到了谷歌搜索引擎的“AI模式”中，并为谷歌的企业版Gemini提供支持。皮查伊在电话会议上透露，企业版已达到800万个付费许可证。谷歌激增的资本支出预测最初令投资者感到不安，导致股价在盘后交易中一度下跌达6%。但其云业务的强劲表现(12月季度收入增长48%)以及公司其他业务受AI驱动的提振，迅速巩固了华尔街的信心，即谷歌的AI押注正开始获得回报。股价收复了盘后的首波冲击，转为平盘交易，进一步验证了华尔街目前向科技公司传达的信息：只有当科技公司能展示出相匹配的财务回报时，飙升的AI支出才能持续。局势扭转自去年年初以来，Alphabet已从“七巨头”中的落后者变为了领导者。在市值超过4万亿美元的公司中，目前只有英伟达和苹果能与其平起平坐。尽管微软对今年的资本支出采取了相对温和的态度，但其股价上周仍遭受重创，部分原因是市场对其依赖OpenAI的担忧加剧。微软表示，其第三财季的支出将低于10月至12月期间创纪录的375亿美元。随着OpenAI尽管仍在亏损却敲定了一系列数十亿美元的交易，投资者开始担心该公司资助这些承诺的能力，从而使与之有密切联系的大型科技公司的情绪恶化。FreedomCapitalMarkets科技研究主管保罗·米克斯表示，尽管资本支出预测“令人咂舌”，但Alphabet正受益于市场情绪的对比。“我确实认为这里正在形成一种叙事，即市场更看好谷歌而非OpenAI，”米克斯说。“去年这个时候，OpenAI每宣布一项合作都会赢得掌声。但到了2025年底，人们开始说：‘天呐，我的收入积压或AI基础设施支出中有太多都来自OpenAI了。’”甲骨文拥有超过5000亿美元的合同积压，其中很大程度上取决于OpenAI，其股价自10月初以来已下跌约49%。持有 OpenAI 27%股份并将其视为大客户的微软，在同一时期下跌了超过20%。与此同时，Alphabet上涨了约36%。SynovusTrust投资组合经理丹·摩根表示，“OpenAI与微软和甲骨文达成的协议，与其未来融资能力高度挂钩，”“我认为这就是为什么你会看到华尔街偏向Alphabet。”Alphabet雄厚的财力得益于其近几个月达成的重大交易，它为Meta和苹果等科技公司的产品及基础设施提供动力。LOGOETF投资组合经理埃里克·克拉克表示，“如果你是软件公司且与OpenAI绑定，那么对人们来说，你就加倍失去了吸引力。目前，谷歌才是那个掌握主动权的人。”","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":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,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.42.0","shortVersion":"4.42.0","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/2609232573","isCrawlerRequest":true}