Key Takeaways GOOGL's Search momentum is supported by AI Mode traction, expanding commercial queries and ad revenues.Alphabet's Cloud is gaining from AI infrastructure demand, NVIDIA partnerships and a growing enterprise base.The Zacks Consensus Estimate pegs Alphabet's Q4 revenues at $94.7B, implying 16.02% year-over-year growth.Alphabet’s (GOOGL) fourth-quarter 2025 results, scheduled to be released on Feb. 4, are expected to have benefited from solid momentum in Search and Cloud businesses. The momentum ...

热门中概股盘初涨跌互现，纳斯达克中国金龙指数跌0.40%，哔哩哔哩、阿里巴巴、网易跌超2%，百 度、京东跌超1%；小鹏汽车涨超2%。 PayPal大跌超18%。 编辑丨瑜见 矿业股大涨，科尔黛伦矿业涨超8%，泛美白银涨超6%。 存储概念走强，西部数据涨超4%，闪迪涨超5%。 科技股多数上涨，英特尔涨超4%，谷歌涨逾1%。 2月3日，美股三大指数开盘涨跌不一，截至发稿，纳指涨0.36%，道指涨0.22%，标普500指数涨 0.20%。 | 名称 | 现价 | 涨跌 涨跌幅 | | --- | --- | --- | | 道琼斯工业平均 | 49515.08 | 107.42 0.22% | | 纳斯达克指数 | 23676.02c | 83.91 0.36% | | 标普500 | 6990.31 | 13.87 0.20% | ...

[Table_Summary] 谷歌正式开放世界模型 Genie 3 的实验性研究原型 Project Genie，Genie 3 为通往 AGI 的关键 里程碑，或重塑游戏行业开发链路，Genie3 的环境生成能力在电商、营销、互动教育、智驾、 物理 AI、仿真等场景亦具备潜力。 联合研究丨行业点评 [Table_Title] AI 应用正当时：谷歌 Genie 3 开启公测，对游 戏、智驾和物理 AI 等行业有望长期赋能 %% %% %% %% research.95579.com 1 丨证券研究报告丨 报告要点 分析师及联系人 [Table_Author] SAC：S0490516080001 SAC：S0490520030004 SAC：S0490524090002 SFC：BUX177 SFC：BUX668 高超 宗建树 杨云祺 请阅读最后评级说明和重要声明 2 / 6 %% %% %% %% research.95579.com 2 [Table_Title AI 应用正当时：谷歌 2] Genie 3 开启公测，对游 戏、智驾和物理 AI 等行业有望长期赋能 [Table_Summary2] 事 ...

Core Insights - Google has made significant progress with its Gemini model, successfully addressing 13 problems from the Erdős Problems database, including 5 novel solutions and 8 rediscoveries of existing answers [1][2][4]. Research Overview - The Erdős Problems database, named after mathematician Paul Erdős, contains 1,179 problems, with 483 (41%) classified as solved. However, many "open" problems may have existing solutions that were not previously identified [4][5]. - The research utilized a custom AI agent named Aletheia, which employed a natural language verifier to filter approximately 700 open Erdős problems down to 212 potential solutions [9]. Methodology - Aletheia's process involved initial filtering by non-expert mathematicians, reducing candidates to 27, which were then rigorously reviewed by domain experts. Out of about 200 candidates, 137 (68.5%) had fundamental errors, while only 13 (6.5%) provided meaningful answers to Erdős's original questions [9][12]. Key Results - The 13 meaningful solutions were categorized into four types: 1. Autonomous solutions (Erdős-652, Erdős-1051) where Aletheia found the first correct solution, although Erdős-652 was based on existing literature [14]. 2. Partial AI solutions for multi-part problems (Erdős-654, Erdős-935, Erdős-1040) [15]. 3. Independent rediscoveries (Erdős-397, Erdős-659, Erdős-1089) where solutions were already known but not initially recognized [15]. 4. Literature identification (Erdős-333, Erdős-591, Erdős-705, Erdős-992, Erdős-1105) where existing solutions were identified despite being marked as open [15][16]. Research Significance - The findings indicate that AI has reached a level where it can tackle "low-hanging fruit" in mathematical problems, providing a new benchmark for AI research in mathematics. However, the authors caution against overstating the mathematical significance of these results, as they are solvable by any expert in the field [19]. - The study highlights challenges in verifying the originality of solutions and the potential for "unconscious plagiarism" where AI reproduces knowledge from training data without proper citation [19][20].

RESTON, Va., Feb. 3, 2026 /PRNewswire/ -- V2X, Inc. (NYSE: VVX) today announces a key partnership with Google Public Sector to support modernization priorities across the U.S. Government. This partnership will deliver secure, scalable, and accredited artificial intelligence (AI) and cloud solutions to enhance operational speed, mission resilience and modernized digital infrastructure for defense and intelligence agencies in challenging environments. V2X will deploy Google's advanced AI technologies, includ ...

The fourth quarter earnings season momentum continues this week, with results from Alphabet (GOOG, GOOGL), Amazon (AMZN), AMD (AMD), Qualcomm (QCOM), and Palantir (PLTR) highlighting the calendar. As of Jan. 30, 33% of S&P 500 (^GSPC) companies have reported fourth quarter results, according to FactSet data, and Wall Street analysts estimate an 11.9% increase in earnings per share for the fourth quarter. If that rate holds, it would represent the 10th consecutive quarter of annual earnings growth for the ...

对于持有SpaceX约7.4%股份的谷歌而言，这笔最初仅9亿美元的投资，其账面价值有望飙升至1110亿美 元，回报率超过120倍。加上持有的14% Anthropic股份，这家科技巨头在无需直接参与运营风险的情 况下，已悄然锁定了太空基础设施与顶尖人工智能领域的双重红利。 谷歌十年前一笔充满争议的风险投资，正在演变为硅谷历史上最赚钱的押注之一。随着SpaceX宣布收 购人工智能公司xAI并整合其庞大的商业版图，作为SpaceX主要外部股东的谷歌，正坐享这场资本盛宴 带来的巨额回报。 据华尔街见闻稍早前文章，马斯克旗下SpaceX完成对人工智能公司xAI的收购，交易价值高达2500亿美 元。这不仅缔造了全球最具价值的私营科技实体，更为SpaceX冲刺1.5万亿美元估值的IPO铺平了道路。 但谷歌看到了巨大的机会：一家在大规模太空发射领域拥有有效垄断地位的公司，一位拥有无限信念的 创始人，以及一种随着全球数据和计算需求爆炸式增长而变得越来越有价值的商业模式。 随着Starlink从PPT变为现实并被广泛应用，以及火箭回收技术的成熟，SpaceX的估值曲线呈现出近乎垂 直的增长——从2020年的360亿美元到202 ...

⑨ 【特斯拉在美国推出新款Model Y车型，售价41990美元】当地时间2月2日，特斯拉表示，已于美国推出了一款Model Y SUV的全新全轮驱动版本，售 价为41990美元。特斯拉新版车型的售价比之前的基础款低了约5000美元。 ① 【三大期指齐涨】截至发稿，道指期货涨0.05%、标普500指数期货涨0.22%、纳指期货涨0.51%。 ② 【与软银签署下一代内存技术协议，英特尔涨超2%】当地时间2月3日，软银公司宣布，其子公司SaiMemory将与英特尔展开合作，共同推动下一代内 存技术的商业化。该项目计划在2028年3月31日止的财年内（即2027财年）制造出原型产品；并目标在2029财年实现正式商业化。截至发稿，英特尔上涨 2.27%。 ③ 【SpaceX收购xAI，特斯拉涨超1%】当地时间2月2日，SpaceX宣布收购xAI。据媒体报道，SpaceX估值1万亿美元，xAI估值2500亿美元，交易为全股 票形式，新公司估值为1.25万亿美元。xAI与SpaceX已将股份交换比例定为0.1433。xAI投资者每持有1股xAI股票可获得0.1433股SpaceX股票。xAI高管也 可选择现金，每股xAI ...

基于当前的项目开发与客户对接进展，公司将聚焦于AI服务器、数据中心等高增长潜力领域，积极与 产业链合作伙伴协作，合规地开展相关产品的商业化落地，满足市场及客户需求。 英诺赛科(02577)公布，公司旗下相关产品已完成了在谷歌公司相关AI硬件平台的重要设计导入，并签 订了合规的供货协议。这再次彰显了公司在技术先进性、产品性能和质量等方面在氮化镓行业的领先地 位。 ...

Core Viewpoint - InnoCare (02577) has successfully integrated its products into Google's AI hardware platform and signed a compliant supply agreement, highlighting its leading position in the GaN industry regarding technological advancement, product performance, and quality [1] Group 1: Product Development and Partnerships - The company will focus on high-growth potential areas such as AI servers and data centers, actively collaborating with industry chain partners to commercialize related products [1]