Alphabet的AI支出将远超投资者预期

环球市场播报02-05

Alphabet Inc．公布的第四季度营收超出预期，公司表示其在2026年的支出计划将大幅高于投资者预期。　　这家谷歌母公司表示，今年将支出1750亿至1850亿美元，而分析师此前的预期为1195亿美元。该公司第四季度不含合作伙伴分成的销售额为972.3亿美元，高于分析师平均预期值952亿美元。　　谷歌正加速重塑自身业务，以适应人工智能时代，力图在用户可能转向OpenAI等竞争对手聊天机器人...

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精彩评论

chenx32401
02-05
chenx32401
支出这么大，这么夸张，股价都能翻红…？？？？

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ACC","LU2471134952.CNY":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (CNYHDG) INC","LU0708994859.HKD":"TEMPLETON GLOBAL \"A\" (HKD) ACC","BK4598":"佩洛西持仓","LU2471134879.HKD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (HKD) INC","LU0208291251.USD":"FRANKLIN MUTUAL U.S. VALUE \"A\" (USD) INC","IE00BJTD4N35.SGD":"Neuberger Berman US Long Short Equity A1  Acc SGD-H","LU2471134523.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) ACC","LU2720916845.USD":"BGF GLOBAL UNCONSTRAINED EQUITY \"A2\" (USD) ACC"},"translate_title":"Alphabet's AI spending will far exceed investor expectations","themeId":"ff2cb10f76e37d0eb4e914ee7f4efe56","isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"GGLL":0.6,"USJW.SI":0.6,"GOOW":0.6,"GOOGL":1.97,"GGLS":0.6,"GOOY":0.6,"GOOP":0.6,"GOOX":0.6,"GOU":0.6},"content_text":"Alphabet Inc．公布的第四季度营收超出预期，公司表示其在2026年的支出计划将大幅高于投资者预期。\n　　这家谷歌母公司表示，今年将支出1750亿至1850亿美元，而分析师此前的预期为1195亿美元。该公司第四季度不含合作伙伴分成的销售额为972.3亿美元，高于分析师平均预期值952亿美元。\n　　谷歌正加速重塑自身业务，以适应人工智能时代，力图在用户可能转向OpenAI等竞争对手聊天机器人的情况下，保持其使用搜索页面的习惯。\n　　这些努力正在取得成效。但要为如此高昂的支出提供合理性，Alphabet仍需在云计算和搜索广告业务上展现动能。该公司曾表示，其在人工智能领域的大规模投资 —— 包括新基础设施、研发和人才投入 —— 对于与亚马逊、微软以及OpenAI等竞争对手展开竞争至关重要。\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：李桐","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"2","news_tag":"corporation","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[{"id":529226055230520,"gmtCreate":1770241627539,"gmtModify":1770241629954,"author":{"id":"3472532348212000","authorId":"3472532348212000","name":"chenx32401","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":7,"crmLevelSwitch":0,"authorIdStr":"3472532348212000","idStr":"3472532348212000"},"htmlText":"支出这么大，这么夸张，股价都能翻红…？？？？","listText":"支出这么大，这么夸张，股价都能翻红…？？？？","text":"支出这么大，这么夸张，股价都能翻红…？？？？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/529226055230520","repostId":2609315770,"repostType":2,"repost":{"id":"2609315770","kind":"news","pubTimestamp":1770241020,"share":"https://www.laohu8.com/m/news/2609315770?lang=zh_CN&edition=full","pubTime":"2026-02-05 05:37","market":"fut","language":"zh","title":"Alphabet的AI支出将远超投资者预期","url":"https://stock-news.laohu8.com/highlight/detail?id=2609315770","media":"环球市场播报","summary":"Alphabet Inc．公布的第四季度营收超出预期，公司表示其在2026年的支出计划将大幅高于投资者预期。　　这家谷歌母公司表示，今年将支出1750亿至1850亿美元，而分析师此前的预期为1195亿美元。　　这些努力正在取得成效。但要为如此高昂的支出提供合理性，Alphabet仍需在云计算和搜索广告业务上展现动能。该公司曾表示，其在人工智能领域的大规模投资 —— 包括新基础设施、研发和人才投入 —— 对于与亚马逊、微软以及OpenAI等竞争对手展开竞争至关重要。","content":"<html><body><div>\n<p>　　Alphabet Inc．公布的第四季度营收超出预期，公司表示其在2026年的支出计划将大幅高于投资者预期。</p>\n<p>　　这家<span><a href=\"https://laohu8.com/S/GOOG\">谷歌</a></span><span></span>母公司表示，今年将支出1750亿至1850亿美元，而分析师此前的预期为1195亿美元。该公司第四季度不含合作伙伴分成的销售额为972.3亿美元，高于分析师平均预期值952亿美元。</p>\n<p>　　<a href=\"https://laohu8.com/S/GOOGL\">谷歌</a>正加速重塑自身业务，以适应人工智能时代，力图在用户可能转向OpenAI等竞争对手聊天机器人的情况下，保持其使用搜索页面的习惯。</p>\n<p>　　这些努力正在取得成效。但要为如此高昂的支出提供合理性，Alphabet仍需在云计算和搜索广告业务上展现动能。该公司曾表示，其在人工智能领域的大规模投资 —— 包括新基础设施、研发和人才投入 —— 对于与<span><a href=\"https://laohu8.com/S/AMZN\">亚马逊</a></span><span></span>、<span><a href=\"https://laohu8.com/S/MSFT\">微软</a></span><span></span>以及OpenAI等竞争对手展开竞争至关重要。</p>\n<div>\n<div><img src=\"\"/></div>\n<div>海量资讯、精准解读，尽在新浪财经APP</div>\n</div>\n<p>责任编辑：李桐 </p>\n</div></body></html>","source":"sina","collect":0,"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>Alphabet的AI支出将远超投资者预期</title>\n<style 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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\">\nAlphabet的AI支出将远超投资者预期\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-02-05 05:37 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/stock/usstock/c/2026-02-05/doc-inhkszrs2506240.shtml><strong>环球市场播报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Alphabet Inc．公布的第四季度营收超出预期，公司表示其在2026年的支出计划将大幅高于投资者预期。\n　　这家谷歌母公司表示，今年将支出1750亿至1850亿美元，而分析师此前的预期为1195亿美元。该公司第四季度不含合作伙伴分成的销售额为972.3亿美元，高于分析师平均预期值952亿美元。\n　　谷歌正加速重塑自身业务，以适应人工智能时代，力图在用户可能转向OpenAI等竞争对手聊天机器人...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2026-02-05/doc-inhkszrs2506240.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE00BYQQ9H92.USD":"BNY MELLON GLOBAL LEADERS \"A\" (USD) ACC","LU0187121727.USD":"FIDELITY SUSTAINABLE US EQUITY \"A\" (USD) INC","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","LU0210536198.USD":"JPM US GROWTH \"A\" ACC","LU2458330243.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A-H1\" (SGDHDG) ACC","LU2896262040.SGD":"JPM US GROWTH FUND \"A\" (SGD) ACC","LU0048573561.USD":"FIDELITY AMERICA \"A\" (USD) INC","LU0354030511.USD":"ALLSPRING  U.S. LARGE CAP GROWTH \"I\" (USD) ACC","LU0965509010.AUD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (AUDHDG) INC","BK4602":"量子计算概念","LU0175139822.USD":"AB FCP I Global Equity Blend A USD","LU0354030438.USD":"富国美国大盘成长基金Cl A Acc","IE00BZ199S13.USD":"BNY MELLON MOBILITY INNOVATION \"B\" (USD) ACC","SG9999014898.SGD":"United Global Quality Growth 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