该知情人士还表示，Waymo 本轮融资有望于 2 月完成交割。值得一提的是，Waymo 上一轮融资在 2024 年 10 月完成，当时其估值已超过 450 亿美元，且 同样是由旗下拥有谷歌的 Alphabet 主导领投。 据彭博社援引知情人士消息，谷歌母公司 Alphabet 旗下的自动驾驶子公司 Waymo 正积极筹备新一轮大规模融资，计划筹集约 160 亿美元资金（按当前汇 率约合 1114.33 亿元人民币）。若此次融资顺利完成，Waymo 的公司估值将接近 1100 亿美元（按当前汇率约合 7661.02 亿元人民币）。 据知情人士透露，相关磋商目前尚未公开披露，在本轮融资里，Waymo 的母公司 Alphabet 将向这家自动驾驶出租车企业注入约 130 亿美元资金，而剩余 所需资金将由外部投资方提供，其中涵盖新加入的投资方红杉资本、DST 全球以及 Dragoneer 投资集团。 ...

Core Viewpoint - The article emphasizes the long-term impact of artificial intelligence (AI) on the market and identifies three stocks—Alphabet, Microsoft, and Taiwan Semiconductor Manufacturing—as strong investment opportunities for the future [1][2]. Group 1: Alphabet - Alphabet has regained its position as a leading player in the AI sector, with its Gemini generative AI model being one of the best available [3]. - The company possesses unique advantages, such as access to personal information, which allows Gemini to create tailored experiences for users, a feature that competitors cannot replicate [3][5]. - Alphabet's substantial resources enable it to sustain operations at a loss longer than smaller competitors, positioning it to dominate the market in the future [5][6]. Group 2: Microsoft - Microsoft adopts a partnership approach in the AI landscape, holding a significant stake in OpenAI and providing access to multiple AI models through its Azure cloud platform [7]. - This neutrality in AI model selection has contributed to Azure's rapid growth compared to its competitors [7][9]. - Microsoft is viewed as a solid investment in the AI sector, with its strategy likely to yield gradual gains as AI adoption increases [9]. Group 3: Taiwan Semiconductor Manufacturing - Taiwan Semiconductor is crucial for AI technology, as it manufactures chips that power major computing players like Nvidia, which only designs chips [10]. - Despite concerns about the longevity of AI computing capacity, the short lifespan of GPUs (typically one to three years) suggests ongoing demand for chips, ensuring a steady market for Taiwan Semiconductor [12]. - The company is still in the early stages of benefiting from AI growth, with many announced data centers not expected to become operational until several years later, making it a compelling long-term investment [13].

▲ 戳蓝 色字关注我们！ 技术的浪潮从不等待犹豫者，要么拥抱变革，要么被时代淘汰。——比尔·盖茨 兄弟们，谷歌这次真的坐不住了！就在这几天，全球将近40亿Chrome用户，一夜之间集体进入AI浏览器时代——对，你没听错，不是几百万、 几千万，是40亿人！这可能是人类历史上AI技术覆盖用户数量最快、规模最大的一次产品升级。而这背后，是一场关于互联网入口的生死之战。 Gemini 3"住"进Chrome，不是噱头是革 先说事实哈。1月28号，谷歌官方博客宣布，他们把最新的Gemini 3全面接入Chrome浏览器。注意啊，这不是以前那种在网页上开个小窗让 你访问聊天机器人那么简单，而是直接把AI"住"进了浏览器里。 具体怎么个住法呢？首先你打开Chrome右边会多一个侧边栏，Gemini 3就待在那，你在任何网页上它都能随时待命。更恐怖的是他们推出了 一个叫"Auto Browse"的功能——翻译过来就是"自动浏览"。什么意思？就是AI可以像人一样去浏览网页、点击按钮、填表单，帮你完成任 务。 举个例子哈，你跟它说"帮我找最近三个月国内关于AI Agent的融资报道，整理成表格"，它就真的能自己打开多个网页，一个 ...

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据知情人士透露，相关磋商目前尚未公开披露，在本轮融资里，Waymo 的母公司 Alphabet 将向这家自动驾驶出租车企业注入约 130 亿美元资金，而剩余所 需资金将由外部投资方提供，其中涵盖新加入的投资方红杉资本、DST 全球以及 Dragoneer 投资集团。 该知情人士还表示，Waymo 本轮融资有望于 2 月完成交割。值得一提的是，Waymo 上一轮融资在 2024 年 10 月完成，当时其估值已超过 450 亿美元，且同 样是由旗下拥有谷歌的 Alphabet 主导领投。（青山） 【环球网科技综合报道】2月1日消息，据彭博社援引知情人士消息，谷歌母公司 Alphabet 旗下的自动驾驶子公司 Waymo正积极筹备新一轮大规模融资，计 划筹集约 160 亿美元资金（按当前汇率约合 1114.33 亿元人民币）。若此次融资顺利完成，Waymo 的公司估值将接近 1100 亿美元（按当前汇率约合 7661.02 亿元人民币）。 ...

Core Insights - The rising adoption of generative AI models from OpenAI and Anthropic is significantly impacting major cloud computing platforms, with trillions of dollars committed to future infrastructure projects by these companies [1] Group 1: OpenAI and Microsoft - OpenAI's partnership with Microsoft has provided the latter with a first-mover advantage in integrating generative AI, with ChatGPT being heavily utilized across Microsoft's Azure cloud services [3][5] - The increasing use of OpenAI's software has led to a surge in AI workloads on Azure, driving demand for incremental cloud services [4] Group 2: Amazon's Role in AI Infrastructure - Amazon Web Services (AWS) has entered a $38 billion GPU leasing deal to support OpenAI, highlighting the competitive landscape among cloud providers [7] - Amazon has invested $8 billion in Anthropic, positioning itself strategically in the AI sector, with Anthropic utilizing AWS's GPU clusters and custom-designed chips [8][9] - If Amazon's AI accelerators can compete effectively with Nvidia and AMD's GPUs, AWS could gain significant pricing power and increase customer retention [10][11] Group 3: Google Cloud's Position - Google Cloud has experienced impressive growth, with OpenAI and Anthropic as key customers, leveraging its computing power and custom chips [12][13] - Anthropic's use of Google Cloud's Tensor Processing Units (TPUs) is expected to enhance Google Cloud's competitive position in the AI infrastructure market [14] - As OpenAI addresses its capacity challenges, Google Cloud is likely to benefit from increased user adoption and ongoing data center expansion [15]

Core Viewpoint - The news highlights a bullish sentiment towards Alphabet Inc. as demonstrated by the Oriental Harbor Investment Master Fund's purchase of shares in the Direxion Daily GOOGL Bull 2X Shares ETF, which aims to amplify daily returns of Alphabet through swap agreements [2][6]. Group 1: ETF Overview and Performance - The Direxion Daily GOOGL Bull 2X Shares (GGLL) ETF is designed to provide investors with 2 times the daily return of Alphabet shares, utilizing swap agreements to enhance exposure [5][8]. - As of January 26, 2026, GGLL's price was $108.79, reflecting a significant one-year price change of 140.5% [3][4]. - The ETF has an estimated $1.06 billion in assets under management (AUM) and a dividend yield of 3.66% [4]. Group 2: Investment Activity and Implications - Oriental Harbor Investment Master Fund acquired 177,587 shares of GGLL, with an estimated transaction value of $15.12 million, and the position's value increased to $22.30 million by quarter-end due to price appreciation [2][3]. - The purchase raised GGLL's weight in the fund to 2.42% of its 13F assets under management, indicating a strategic bullish outlook on Alphabet [3]. Group 3: Alphabet's Financial Performance - Alphabet's search revenue rose to $56.6 billion in Q3 2025, up from $49.4 billion in 2024, contributing to a total company sales increase of 16% year-over-year to $102.3 billion [9][10]. - The successful integration of AI into Google search results has not detracted from Alphabet's revenue generation capabilities, suggesting a strong investment case for Alphabet stock [10]. Group 4: Investment Strategy Considerations - The GGLL ETF is intended for short-term tactical trading, making it suitable for investors looking to capitalize on short-term price movements in Alphabet shares rather than long-term investment [11].

据报道，Alphabet旗下自动驾驶公司Waymo正计划进行新一轮融资，目标筹集约160亿美元资金，公司 估值将接近1100亿美元。Alphabet将向Waymo注资约130亿美元，其余资金将来自包括红杉资本、DST Global和Dragoneer在内的新投资者。Waymo可能在2月完成本轮融资。此前在2024年10月进行的融资轮 中，该公司估值超过450亿美元，由Alphabet领投。 ...

Core Insights - Alphabet has attracted significant interest from institutional investors, becoming a top holding for several hedge fund billionaires by the end of Q3 2023 [1] - The company has regained its status as a leader in artificial intelligence, overcoming initial investor fears regarding the impact of AI on its core Google search business [2] Investment Appeal - Alphabet's stock was considered undervalued at the beginning of 2025, leading to increased interest from prominent investors [2] - The company is now viewed as one of the best-positioned AI firms for future growth [2] Technological Advantages - Alphabet possesses a comprehensive AI stack, highlighted by its Tensor Processing Units (TPUs), which provide a structural cost advantage for running AI workloads [4] - The TPUs have been integrated into Alphabet's ecosystem and are available for customer deployment through Google Cloud, creating an additional revenue stream [4] AI Model and Product Integration - Alphabet's Gemini large language model (LLM) is recognized as one of the best AI models globally and is integrated across its products, enhancing Google Search with AI-powered features [5] - The introduction of AI Mode allows users to switch seamlessly between traditional search and an AI chatbot, improving user experience [5] Distribution and Monetization - Alphabet's advantages in distribution and advertising remain strong, with ownership of the Chrome browser and Android OS positioning it as a primary internet gateway [6] - The extensive ad network enables effective monetization of both search and AI chatbot users [6]

Funding and Valuation - Waymo is nearing the completion of a $16 billion funding round, which will value the company at $110 billion [1] - Over 75% of the funding is expected to come from Alphabet, Waymo's parent company, with participation from new investors Dragoneer, Sequoia Capital, and DST Global, as well as existing investors Andreessen Horowitz and Mubadala [1] Operational Performance - Waymo has completed over 20 million trips, emphasizing its focus on safety-led operational excellence and technological leadership to meet the demand for autonomous mobility [2] - The company is experiencing rapid expansion, including a recent launch in Miami, although it has faced challenges such as robotaxis stalling at traffic lights during a blackout in San Francisco [2] Financial Metrics - Waymo has an annual recurring revenue exceeding $350 million [3] - The company previously raised $5.6 billion in a Series C funding round in 2024, which valued it at $45 billion [3]