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Alphabet: Full Valuation, Full Speed
Seeking Alpha· 2026-02-05 00:22
I have not covered Alphabet Inc. ( GOOG ) before, but I researched and started investing in the stock in March of 2025, even before I started writing on Seeking Alpha. Due to its strong performance, GOOG has grown into one Hi! I'm a passionate investor who has been researching publically traded companies for over 6 years. My primary focus is on identifying great businesses at reasonable prices and holding them for the long term but I also dive into trend following strategies from time to time. While I have ...
8点1氪丨微信公关总监回应屏蔽元宝链接;vivo确认立项Vlog相机,对标大疆;贾国龙微博解禁,首发内容是速冻西兰花科普视频
3 6 Ke· 2026-02-05 00:04
今日热点导览 司美格鲁肽去年卖了2508亿元 国家医保局:对精神疾病类医保定点医疗机构展开集体约谈 多家中小银行宣布上调存款利率 英国两家监管机构调查马斯克旗下AI聊天机器人"格罗克"风波 比尔盖茨道歉并回应前妻爆料 TOP 3 大新闻 微信公关总监回应屏蔽元宝链接,针对违规处置元宝AI将红包分享已更改为"口令红包" 据报道,微信派发布关于第三方诱导分享行为的打击公告称,对以春节为主题集中爆发的过度营销、诱 导分享等违规行为进行打击。在此背景下,我们收到用户针对元宝的反馈和投诉,其相关春节营销活动 存在通过"做任务""领红包"等方式诱导用户高频分享链接到微信群等场景,干扰平台生态秩序、影响用 户体验、对用户造成骚扰。经研判,对元宝的违规链接进行处置,限制其在微信内直接打开。相关处置 措施即日生效。 微信公关总监"微信粥姨"在微博发文称用户体验第一,一视同仁,并配上了一张表情包"我发起疯来自 己都打"。针对网友反应此举带来对元宝APP的不良体验。接近腾讯内部人士向《科创板日报》记者 称,优化调整后的元宝红包分享机制已启动,目前已紧急重新上线变更为"口令红包"。(36氪、智通财 经、红星新闻) vivo确认立项V ...
Here's What Key Metrics Tell Us About Alphabet (GOOGL) Q4 Earnings
ZACKS· 2026-02-05 00:01
For the quarter ended December 2025, Alphabet (GOOGL) reported revenue of $97.23 billion, up 19.1% over the same period last year. EPS came in at $2.82, compared to $2.15 in the year-ago quarter.The reported revenue compares to the Zacks Consensus Estimate of $94.79 billion, representing a surprise of +2.58%. The company delivered an EPS surprise of +9.73%, with the consensus EPS estimate being $2.57.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how ...
Stocks Slide as Tech Selloff Persists Ahead of Google Earnings | Closing Bell
Youtube· 2026-02-04 23:42
And right now we are 2 minutes away from the end of the trading day. Romaine Bostick here with Katie Greifeld taking you through to that closing bell with a global simulcast. Carol Massar Tim Stenovec.Bring them in right now as you welcome our audiences across all of our Bloomberg platforms Television, Radio. Our partnership with YouTube. Another wild and crazy day here on Wall Street Carol Massar and some big earnings that are across the wire in a matter of minutes.Right. And one of those big earnings, pro ...
美股收评:纳指跌1.51% 存储概念股跌幅居前
Xin Lang Cai Jing· 2026-02-04 23:41
人民财讯2月5日电,美股三大指数收盘涨跌不一,道指涨0.53%,纳指跌1.51%,标普500指数跌 0.51%,热门科技股普遍下跌,AMD跌超17%,英伟达、特斯拉、Meta跌超3%,谷歌、亚马逊跌超 2%,苹果涨超2%。存储概念股跌幅居前,闪迪跌近16%,美光科技跌超9%,西部数据跌超7%;热门 中概股普跌,纳斯达克中国金龙指数收跌1.95%,哔哩哔哩跌超6%,百度跌超4%,阿里巴巴、蔚来、 小鹏汽车跌超2%。 转自:证券时报 ...
Alphabet第四季营收和获利均超预期 称今年资本支出或翻倍 盘后股价大幅震荡
Xin Lang Cai Jing· 2026-02-04 23:32
谷歌母公司Alphabet周三表示,今年资本支出可能翻倍。在该公司加大投资以在人工智能角逐中保持领 先之际,这是其又一次激进的支出扩张。Alphabet股价在盘后交易中波动剧烈--先下跌6%后收复失地, 投资者权衡支出激增与营收和获利均飙升的影响。该公司第四季营收和获利均超出预期。该公司表示, 今年资本支出目标为1,750亿至1,850亿美元,远超分析师平均预期的1,152.6亿美元 。首席执行官皮查伊 (Sundar Pichai)在一份声明中表示,Alphabet上调支出预期"旨在满足客户需求,并把握我们面前日益增 长的机遇"。他补充道:"我们看到人工智能投资和基础设施正在全面推动营收和增长。"该公司2025年 支出达914.5亿美元,主要用于服务器、数据中心及网络设备等AI基础设施建设。这与其预期的910亿至 930亿美元总支出规模相当。谷歌云业务的增长助力其股价缩减跌幅。 该部门第四季营收增长48%至 177亿美元,远超分析师平均预期的35.2%增幅。 来源:滚动播报 ...
Alphabet: Q4 Reinforces A Generational Compounding Story
Seeking Alpha· 2026-02-04 23:24
I am bullish on Alphabet Inc. aka Google ( GOOGL , GOOG ), ( GOOG:CA ) but to be honest, I was a little apprehensive about Q4. Not because I thought the company would perform poorly, but becauseEquity Research Analyst with a broad career in the financial market, covered both Brazilian and global stocks. As a value investor, my analysis is primarily fundamental, focusing on identifying undervalued stocks with growth potential. Feel free to reach out for collaborations or to connect!Analyst’s Disclosure: I/we ...
深夜,全线大跌!美股科技股,突发利空!
券商中国· 2026-02-04 23:23
美股科技股突遭猛烈抛售。 隔夜美股市场,科技股全线重挫,纳指盘中一度大跌超2%,芯片股集体大跌,费城半导体指数一度暴跌超6%, AI算力芯片公司AMD暴跌超17%,"存储四巨头"集体大跌,闪迪暴跌超15%,美光科技跌超9%。另外,AI应用股 AppLovin、Palantir均跌超10%。 有分析指出,AMD的财报指引不及分析师的高预期是芯片股大跌的"导火索"。另外,软件板块掀起的抛售持续蔓 延加剧了市场担忧情绪。对此,英伟达公司首席执行官黄仁勋公开表示;"难以理解,软件产品是工具,人工智能 (AI)会使用这些工具,而不是重新发明它们。" 美股盘后,科技巨头谷歌的母公司Alphabet披露的财报显示,公司2026年资本支出将达到惊人的1750亿美元至 1850亿美元,大超市场预期。受财报影响,其股价盘后剧烈波动,截至发稿,跌超1%。 科技股全线重挫 美东时间2月4日,美股开盘后,三大指数明显分化,资金迅速从前期强势的科技板块撤出,纳指跌幅一度扩大至 2.45%,芯片股指数一度大跌超6%,道指则逆势走高,截至收盘,纳指跌1.51%,标普500指数跌0.51%,道指涨 0.53%。 美股大型科技股多数下挫,英伟达 ...
Alphabet (GOOGL) Q4 Earnings and Revenues Beat Estimates
ZACKS· 2026-02-04 23:15
Alphabet (GOOGL) came out with quarterly earnings of $2.82 per share, beating the Zacks Consensus Estimate of $2.57 per share. This compares to earnings of $2.15 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +9.73%. A quarter ago, it was expected that this internet search leader would post earnings of $2.26 per share when it actually produced earnings of $2.87, delivering a surprise of +26.99%.Over the last four quarters, th ...
Alphabet Inc. (GOOG) Surpasses Q4 Earnings and Revenue Estimates
ZACKS· 2026-02-04 23:11
Alphabet Inc. (GOOG) came out with quarterly earnings of $2.82 per share, beating the Zacks Consensus Estimate of $2.57 per share. This compares to earnings of $2.15 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +9.73%. A quarter ago, it was expected that this company would post earnings of $2.26 per share when it actually produced earnings of $2.87, delivering a surprise of +26.99%.Over the last four quarters, the company h ...