盈利营收双双超预期！谷歌母公司Alphabet 营收首破 4000 亿大关，1850 亿美金“暴力”资本支出引发华尔街震动_老虎社区_美港股上老虎

盈利营收双双超预期！谷歌母公司Alphabet 营收首破 4000 亿大关，1850 亿美金“暴力”资本支出引发华尔街震动

美股财经社02-05

在美股科技板块因人工智能投资回报前景承压的背景下，谷歌母公司Alphabet Inc.公布最新季度财报，盈利和收入均明显超出市场预期，同时给出远高于市场原先判断的中长期资本支出规划，将市场关注点重新拉回大型科技公司在“算力军备竞赛”中的战略选择。业绩超预期，基本面仍保持强劲Alphabet 当季实现每股收益（EPS）2.82美元，高于市场一致预期的2.61美元；营收为1138亿美元，同样超过分析师...

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可乐泡枸杞
·02-05
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Google parent company Alphabet's revenue broke through the 400 billion mark for the first time, and the \"violent\" capital expenditure of US $185 billion triggered a shock on Wall Street","themeId":"ff2cb10f76e37d0eb4e914ee7f4efe56","isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"GOOX":0.6,"GOOG":0.9,"GOOGL":1.96,"GOOW":0.6,"GOU":0.6,"GGLS":0.6,"USJW.SI":0.6,"GGLL":0.6,"GOOY":0.6,"GOOP":0.6},"content_text":"在美股科技板块因人工智能投资回报前景承压的背景下，谷歌母公司Alphabet Inc.公布最新季度财报，盈利和收入均明显超出市场预期，同时给出远高于市场原先判断的中长期资本支出规划，将市场关注点重新拉回大型科技公司在“算力军备竞赛”中的战略选择。业绩超预期，基本面仍保持强劲Alphabet 当季实现每股收益（EPS）2.82美元，高于市场一致预期的2.61美元；营收为1138亿美元，同样超过分析师预期的1048亿美元。在当前广告、云计算与AI相关需求存在结构性分化的背景下，该业绩被市场解读为大型平台公司仍具备较强的基本盘稳定性，尤其是在核心广告业务与云服务并行驱动的情况下，收入韧性依然突出。资本开支指引大幅上调，AI基础设施成核心方向比当季业绩更受关注的是公司对未来投入节奏的最新判断。Alphabet 表示，预计2026年资本支出将在1750亿美元至1850亿美元之间，显著高于此前市场普遍预期的约1200亿美元水平。公司披露，新增投资将主要用于：扩建全球数据中心与算力集群；持续投入自研加速芯片与底层系统架构；支撑生成式人工智能模型训练、推理和云端服务需求。Alphabet首席执行官Sundar Pichai在财报沟通中表示，生成式人工智能正加速渗透至公司几乎所有产品和服务体系，相关算力与基础设施建设已成为未来增长的关键前提。市场解读：押注护城河，而非短期利润分析人士普遍认为，此次资本开支指引的上调，标志着Alphabet正主动选择以更高资本强度，巩固其在人工智能基础设施层的长期竞争地位。在大型模型不断扩张、企业级AI部署需求持续上升的环境下，领先厂商之间的竞争已不再局限于模型能力本身，而是逐步演变为对算力供给能力、系统集成能力与服务稳定性的全面比拼。从战略角度看，Alphabet此举更接近于试图构建一条难以被复制的“基础设施护城河”，以确保其云平台、模型服务以及搜索与开发者生态在未来几年内保持领先地位。但与此同时，华尔街对这一策略的态度明显趋于分化。多家机构指出，1750亿至1850亿美元的年度资本投入规模，将在短期内对自由现金流、资本回报率以及经营杠杆形成持续压力。当前市场对科技公司的估值逻辑，正从“增长优先”转向“现金回报与可验证盈利能力优先”，高资本开支模式的容忍度明显下降。盈利改善与重资产扩张之间的张力从本季度数据来看，Alphabet依然展现出较强的盈利能力和成本控制能力。但分析人士强调，当前的核心不确定性并不在于其业务是否还能增长，而在于：未来几年巨额基础设施投入，能否在足够短的周期内转化为可持续的利润增量。在生成式AI商业模式仍处于快速演化阶段的背景下，企业客户的长期需求、价格体系以及算力利用率仍存在较大不确定性。市场焦点：长期竞争力，还是资本消耗战？在当日美股科技板块普遍承压、投资者对AI产业链情绪明显降温的环境中，Alphabet的财报被视为一个重要风向标。一方面，公司用超预期的盈利与收入，证明其核心业务尚未受到AI竞争冲击；另一方面，高达1850亿美元的资本开支规划，也将其推向更具争议的战略位置。对投资者而言，Alphabet当前面临的关键判断不再只是“是否能在AI浪潮中保持领先”，而是：在一场高度重资产化的人工智能竞赛中，领先地位究竟是护城河，还是一场持续消耗资本回报的长期战役。","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":"dataReport","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[{"id":529252866086400,"gmtCreate":1770248243833,"gmtModify":1770255676217,"author":{"id":"3561421057691196","authorId":"3561421057691196","name":"可乐泡枸杞","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":5,"crmLevelSwitch":0,"idStr":"3561421057691196","authorIdStr":"3561421057691196"},"htmlText":"说说你对这篇新闻的看法...","listText":"说说你对这篇新闻的看法...","text":"说说你对这篇新闻的看法...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/529252866086400","repostId":2609313294,"repostType":2,"repost":{"id":"2609313294","kind":"news","pubTimestamp":1770239866,"share":"https://www.laohu8.com/m/news/2609313294?lang=zh_CN&edition=full","pubTime":"2026-02-05 05:17","market":"us","language":"zh","title":"盈利营收双双超预期！谷歌母公司Alphabet 营收首破 4000 亿大关，1850 亿美金“暴力”资本支出引发华尔街震动","url":"https://stock-news.laohu8.com/highlight/detail?id=2609313294","media":"美股财经社","summary":"Alphabet 表示，预计2026年资本支出将在1750亿美元至1850亿美元之间，显著高于此前市场普遍预期的约1200亿美元水平。盈利改善与重资产扩张之间的张力从本季度数据来看，Alphabet依然展现出较强的盈利能力和成本控制能力。一方面，公司用超预期的盈利与收入，证明其核心业务尚未受到AI竞争冲击；另一方面，高达1850亿美元的资本开支规划，也将其推向更具争议的战略位置。","content":"<html><body><article><p>在美股科技板块因人工智能投资回报前景承压的背景下，<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>母公司Alphabet Inc.公布最新季度财报，盈利和收入均明显超出市场预期，同时给出远高于市场原先判断的中长期资本支出规划，将市场关注点重新拉回大型科技公司在“算力军备竞赛”中的战略选择。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20260205051907797v2011kygds7yg1t\"/><p><strong>业绩超预期，基本面仍保持强劲</strong></p><p>Alphabet 当季实现<span>每股收益</span>（EPS）2.82美元，高于市场一致预期的2.61美元；营收为1138亿美元，同样超过分析师预期的1048亿美元。</p><p>在当前广告、云计算与AI相关需求存在结构性分化的背景下，该业绩被市场解读为大型平台公司仍具备较强的基本盘稳定性，尤其是在核心广告业务与云服务并行驱动的情况下，收入韧性依然突出。</p><p><strong>资本开支指引大幅上调，AI基础设施成核心方向</strong></p><p>比当季业绩更受关注的是公司对未来投入节奏的最新判断。</p><p>Alphabet 表示，预计2026年资本支出将在1750亿美元至1850亿美元之间，显著高于此前市场普遍预期的约1200亿美元水平。</p><p>公司披露，新增投资将主要用于：</p><p>扩建全球数据中心与算力集群；</p><p>持续投入自研加速芯片与底层系统架构；</p><p>支撑生成式人工智能模型训练、推理和云端服务需求。</p><p>Alphabet首席执行官Sundar Pichai在财报沟通中表示，生成式人工智能正加速渗透至公司几乎所有产品和服务体系，相关算力与基础设施建设已成为未来增长的关键前提。</p><p>市场解读：押注护城河，而非短期利润</p><p>分析人士普遍认为，此次资本开支指引的上调，标志着Alphabet正主动选择以更高资本强度，巩固其在人工智能基础设施层的长期竞争地位。</p><p>在大型模型不断扩张、企业级AI部署需求持续上升的环境下，领先厂商之间的竞争已不再局限于模型能力本身，而是逐步演变为对算力供给能力、系统集成能力与服务稳定性的全面比拼。</p><p>从战略角度看，Alphabet此举更接近于试图构建一条难以被复制的“基础设施护城河”，以确保其云平台、模型服务以及搜索与开发者生态在未来几年内保持领先地位。</p><p>但与此同时，华尔街对这一策略的态度明显趋于分化。</p><p>多家机构指出，1750亿至1850亿美元的年度资本投入规模，将在短期内对自由现金流、资本回报率以及经营杠杆形成持续压力。当前市场对科技公司的估值逻辑，正从“增长优先”转向“现金回报与可验证盈利能力优先”，高资本开支模式的容忍度明显下降。</p><p>盈利改善与重<span>资产</span>扩张之间的张力</p><p>从本季度数据来看，Alphabet依然展现出较强的盈利能力和成本控制能力。但分析人士强调，当前的核心不确定性并不在于其业务是否还能增长，而在于：</p><p>未来几年巨额基础设施投入，能否在足够短的周期内转化为可持续的利润增量。</p><p>在生成式AI商业模式仍处于快速演化阶段的背景下，企业客户的长期需求、价格体系以及算力利用率仍存在较大不确定性。</p><p><strong>市场焦点：长期竞争力，还是资本消耗战？</strong></p><p>在当日美股科技板块普遍承压、投资者对AI产业链情绪明显降温的环境中，Alphabet的财报被视为一个重要风向标。</p><p>一方面，公司用超预期的盈利与收入，证明其核心业务尚未受到AI竞争冲击；另一方面，高达1850亿美元的资本开支规划，也将其推向更具争议的战略位置。</p><p>对投资者而言，Alphabet当前面临的关键判断不再只是“是否能在AI浪潮中保持领先”，而是：</p><p>在一场高度重资产化的人工智能竞赛中，领先地位究竟是护城河，还是一场持续消耗资本回报的长期战役。</p></article></body></html>","source":"tencent","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>盈利营收双双超预期！谷歌母公司Alphabet 营收首破 4000 亿大关，1850 亿美金“暴力”资本支出引发华尔街震动</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盈利营收双双超预期！谷歌母公司Alphabet 营收首破 4000 亿大关，1850 亿美金“暴力”资本支出引发华尔街震动\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-02-05 05:17 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2026020505190997a4e6ea&s=b><strong>美股财经社</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>在美股科技板块因人工智能投资回报前景承压的背景下，谷歌母公司Alphabet Inc.公布最新季度财报，盈利和收入均明显超出市场预期，同时给出远高于市场原先判断的中长期资本支出规划，将市场关注点重新拉回大型科技公司在“算力军备竞赛”中的战略选择。业绩超预期，基本面仍保持强劲Alphabet 当季实现每股收益（EPS）2.82美元，高于市场一致预期的2.61美元；营收为1138亿美元，同样超过分析师...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2026020505190997a4e6ea&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0742534661.SGD":"Fidelity America A-SGD (hedged)","LU0097036916.USD":"贝莱德美国增长A2 USD","LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC","LU0048584097.USD":"FIDELITY FUNDS  GLOBAL THEMATIC OPPORTUNITIES \"A\" (USD) INC","BK4503":"景林资产持仓","IE0001KFT4U8.USD":"FTGF CLEARBRIDGE 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Templeton Global Equity Income A MDIS SGD","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2026020505190997a4e6ea&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2609313294","content_text":"在美股科技板块因人工智能投资回报前景承压的背景下，谷歌母公司Alphabet Inc.公布最新季度财报，盈利和收入均明显超出市场预期，同时给出远高于市场原先判断的中长期资本支出规划，将市场关注点重新拉回大型科技公司在“算力军备竞赛”中的战略选择。业绩超预期，基本面仍保持强劲Alphabet 当季实现每股收益（EPS）2.82美元，高于市场一致预期的2.61美元；营收为1138亿美元，同样超过分析师预期的1048亿美元。在当前广告、云计算与AI相关需求存在结构性分化的背景下，该业绩被市场解读为大型平台公司仍具备较强的基本盘稳定性，尤其是在核心广告业务与云服务并行驱动的情况下，收入韧性依然突出。资本开支指引大幅上调，AI基础设施成核心方向比当季业绩更受关注的是公司对未来投入节奏的最新判断。Alphabet 表示，预计2026年资本支出将在1750亿美元至1850亿美元之间，显著高于此前市场普遍预期的约1200亿美元水平。公司披露，新增投资将主要用于：扩建全球数据中心与算力集群；持续投入自研加速芯片与底层系统架构；支撑生成式人工智能模型训练、推理和云端服务需求。Alphabet首席执行官Sundar Pichai在财报沟通中表示，生成式人工智能正加速渗透至公司几乎所有产品和服务体系，相关算力与基础设施建设已成为未来增长的关键前提。市场解读：押注护城河，而非短期利润分析人士普遍认为，此次资本开支指引的上调，标志着Alphabet正主动选择以更高资本强度，巩固其在人工智能基础设施层的长期竞争地位。在大型模型不断扩张、企业级AI部署需求持续上升的环境下，领先厂商之间的竞争已不再局限于模型能力本身，而是逐步演变为对算力供给能力、系统集成能力与服务稳定性的全面比拼。从战略角度看，Alphabet此举更接近于试图构建一条难以被复制的“基础设施护城河”，以确保其云平台、模型服务以及搜索与开发者生态在未来几年内保持领先地位。但与此同时，华尔街对这一策略的态度明显趋于分化。多家机构指出，1750亿至1850亿美元的年度资本投入规模，将在短期内对自由现金流、资本回报率以及经营杠杆形成持续压力。当前市场对科技公司的估值逻辑，正从“增长优先”转向“现金回报与可验证盈利能力优先”，高资本开支模式的容忍度明显下降。盈利改善与重资产扩张之间的张力从本季度数据来看，Alphabet依然展现出较强的盈利能力和成本控制能力。但分析人士强调，当前的核心不确定性并不在于其业务是否还能增长，而在于：未来几年巨额基础设施投入，能否在足够短的周期内转化为可持续的利润增量。在生成式AI商业模式仍处于快速演化阶段的背景下，企业客户的长期需求、价格体系以及算力利用率仍存在较大不确定性。市场焦点：长期竞争力，还是资本消耗战？在当日美股科技板块普遍承压、投资者对AI产业链情绪明显降温的环境中，Alphabet的财报被视为一个重要风向标。一方面，公司用超预期的盈利与收入，证明其核心业务尚未受到AI竞争冲击；另一方面，高达1850亿美元的资本开支规划，也将其推向更具争议的战略位置。对投资者而言，Alphabet当前面临的关键判断不再只是“是否能在AI浪潮中保持领先”，而是：在一场高度重资产化的人工智能竞赛中，领先地位究竟是护城河，还是一场持续消耗资本回报的长期战役。","news_type":1,"symbols_score_info":{"GOOX":0.6,"GOOG":0.9,"GOOGL":1.96,"GOOW":0.6,"GOU":0.6,"GGLS":0.6,"USJW.SI":0.6,"GGLL":0.6,"GOOY":0.6,"GOOP":0.6}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"hasMoreComments":true,"newsSizeData":{"likeSize":0,"commentSize":1,"repostSize":1,"favoriteSize":1,"likeStatus":false,"favoriteStatus":false},"isCrawlerRequest":true}