Core Viewpoint - Alphabet is experiencing significant growth in its Google Cloud segment, which is becoming a crucial driver of the company's overall growth and profitability, particularly in the context of increasing demand for AI cloud computing solutions [2][3][4]. Financial Performance - Alphabet's total revenue for Q3 rose 16% year over year to $102.3 billion, with Google Cloud revenue increasing 34% to $15.2 billion and operating income surging 85% to $3.6 billion [3]. - The cloud backlog climbed 46% year over year to $155 billion, indicating strong multi-year commitments from customers [3]. Growth Drivers - Google Cloud is establishing itself as a second pillar of growth for Alphabet, complementing its traditional advertising revenue, which is subject to cyclical fluctuations [6]. - The cloud segment is growing faster than Alphabet's overall business, enhancing its influence on the company's growth rate [7]. - Google Cloud's operating margin improved to 23.7% in Q3, up from 17.1% in the previous year, indicating potential for significant long-term earnings growth [8]. Strategic Developments - Alphabet is expanding its cloud capabilities, including a planned acquisition of Wiz, a cloud security platform, expected to close in 2026, which will enhance its cloud security offerings [9][10]. - The integration of AI features across Alphabet's products, such as Google Search and YouTube, is enhancing user experiences and driving demand [10]. Investment Considerations - Alphabet's capital expenditures were $24 billion in Q3, with expectations for full-year 2025 expenditures between $91 billion and $93 billion, indicating a substantial investment commitment [11]. - The company's shares trade at around 30 times earnings, reflecting high expectations for continued growth, particularly in Google Cloud [12]. - Intense competition from Microsoft and Amazon in cloud infrastructure and AI services necessitates ongoing improvements in Alphabet's offerings [13].

格隆汇12月17日｜印度可再生能源公司ReNew Energy Global宣布，已与谷歌签署一项长期协议，将在 印度西部拉贾斯坦邦开发一个150兆瓦的太阳能项目。该协议符合谷歌到2030年实现完全使用无碳能源 的目标，同时也正值印度力争在本十年末将其非化石燃料发电能力翻一番，达到500吉瓦之际。该150兆 瓦太阳能项目计划于2026年投入运营，预计每年可产生约42.5万兆瓦时的清洁电力。 ...

此外，美国总统特朗普16日签署公告，将此前受美方全面和部分入境限制的国家数量从19个扩大至40 个。 美11月非农就业超预期 失业率意外创4年新高 当地时间12月16日，市场目光聚焦于当日晚间发布的非农就业报告，以获取关于美国劳动力市场的真实 健康状况。 当地时间12月16日，美国公布了因政府"关门"而推迟发布的11月非农就业报告。数据显示，美国11月非 农就业超预期，但失业率却升至4.6%，为2021年10月以来的最高水平。 数据出炉后，股指、汇市及黄金价格随之走出分化行情：美三大股指中仅纳斯达克勉强收红，标普500 指数已连续三个交易日下行；美元指数则一度失守98关口，创两个多月新低；现货黄金则借势攀升至 4310美元/盎司附近。 当地时间12月16日，美国三大股指收盘涨跌不一，道指跌0.62%，标普500指数跌0.24%，纳指涨 0.23%。 | Ａ股 全球 港股 美股 基金 期货 分类 | | | | --- | --- | --- | | 道琼斯 | 纳斯达克 | 标普 500 | | 48114.26 | 23111.46 | 6800.26 | | -302.30 -0.62% | 54.05 ...

Core Insights - Waymo is in discussions to raise $15 billion in funding, aiming for a valuation of up to $110 billion [1][2] - The funding will come from Alphabet and outside investors, highlighting Waymo's leadership in the U.S. robotaxi market [2] Funding and Valuation - Waymo plans to secure billions from its parent company Alphabet and other investors [1] - The anticipated valuation of Waymo could reach $110 billion [1] Market Position and Expansion - Waymo is currently operating, planning to launch, or testing its robotaxis in 26 markets both in the U.S. and internationally [2] - The company has been investing heavily to expand its fleet and services [2] Financial Outlook - Alphabet CEO Sundar Pichai indicated that Waymo is expected to make a "meaningful" contribution to Alphabet's financials by 2027 [2]

一、宏观经济与市场分析 中央财办有关负责同志在解读中央经济工作会议精神时表示，扩大内需是明年排在首位的重点任务。 今年我国内需总体保持稳健，前三季度内需对经济增长贡献率达到71%，提振消费政策成效明显，扩大 有效投资扎实推进，但近几个月消费和投资增速有所放缓，需要持续加力扩内需。 二、上市公司重要公告 万科在上海清算所发布公告称，提议将2022年度第四期中期票据的本金兑付时间展期12个月至2026年12 月15日，于2025年12月15日到期的应付利息6000万元人民币在宽限期内（即2025年12月22日内）支付， 宽限期间未偿付本金按照3.00%计息，未偿付利息不计复利，展期期间票面利率维持3.00%不变，新增 利息随本金兑付一同支付，本期中期票据展期将由发行人提供相应的增信措施。 12月16日盘后，丽尚国潮、诺瓦星云、行动教育披露增持情况；宁波色母、赛微微电、德科立、华塑股 份、孚能科技在内的5家A股上市公司披露减持情况。 纳斯达克中国金龙指数收跌0.34%，中进医疗跌10.36%，康迪车业跌5.70%，复朗集团跌5.61%，小赢科 技跌4.07%，优品车跌4.05%。 国际油价方面，WTI原油日内跌3% ...

据知情人士称，谷歌母公司Alphabet旗下自动驾驶子公司Waymo正在与潜在投资者谈判，以至少1000亿 美元的估值筹集资金。 The Information援引消息人士称，这轮融资的规模将至少达到数十亿美元，甚至可能超过100亿美元。 据知情人士称，谷歌母公司Alphabet旗下自动驾驶子公司Waymo正在与潜在投资者谈判，以至少1000亿 美元的估值筹集资金。 The Information援引消息人士称，这轮融资的规模将至少达到数十亿美元，甚至可能超过100亿美元。 消息人士称，确切的估值尚未确定，并补充称，此轮融资预计将于明年初安排。 责任编辑：于健 SF069 消息人士称，确切的估值尚未确定，并补充称，此轮融资预计将于明年初安排。 责任编辑：于健 SF069 ...

在Google的Banana淫威之下。 OpenAI憋了很久之后，终于把他们的图片生成模型给掏出来了。 看一下他们的宣传视频。 突然想起了今年3月26号的时候，OpenAI第一次掏出GPT-4o的生图模型，也就是GPT Image 1.0，然后同天，Google发布了 Gemini 2.5 Pro，事后看， Gemini 2.5 Pro肯定是一个伟大的模型。 但是那一天的时候，在整个X上、各种群里，大家讨论的全部是GPT-4o。 那时候，我们说， 1.5 Pro被Sora淹，2.5 Pro被4o淹。 结果半年过去，风水轮流转，现在属于OpenAI天天被Google摁在地上打。。。 所以这一次，不是传闻中的GPT Image 2.0，跟Nano Banana Pro一样，用了一个小版本号去升级，用了1.5。 有一种感觉，就是怕被Google打脸。。。 半年前，OpenAI意气风发，谁能想到，如今是这样的结局。 跟随着新模型的上线，ChatGPT上，也上了一个全新的图像界面。 点开以后，是这个样子的。 就是这个粉粉的背景色，放在深色模式下，真的不好看。 OpenAI其实明显感觉到，在C端体验上，做的确实还是比Go ...

Alphabet unit Waymo is in talks with potential investors to raise money at a valuation of at least $100 billion, the Information reported on Tuesday, citing people familiar with the ride-hailing servi... ...

科技股普遍下跌。 | ▽ 筛选 | | 最新价 = | 涨跌幅 = □ | | --- | --- | --- | --- | | 安谋 | | 119.15 | -4.20% | | US ARM | | | | | Applovin Corporation | | 660.55 | -2.16% | | US APP | | | | | 美光科技 | | 233.70 | -1.60% | | us MU | | | | | 高遵 | | 176.60 | -1.48% | | us QCOM | | | | | 台积电 | | 285.04 | -0.94% | | us TSM | | | | | 阿斯麦 | | 1077.86 | -0.92% | | US ASML | | | | | 英特尔 | | 37.32 | -0.51% | | US INTC | | | | | 博通 | | 338.20 | -0.48% | | US AVGO | | | | | 赛富时 | | 253.58 | -0.39% | | us CRM | | | | | 苹果 | W | 273.73 | -0.14 ...

Corweave shares down more than 20% this week alone and yet another example of AI anxiety gripping this market. The Wall Street Journal focusing on that company today. There's the tear.Coreweave staggering fall from market grace highlights AI bubble fears. So for more on where the AI trade is heading, let's welcome in Sun Cho. He is co-head of public tech investing for Goldman Sachs.Good to see you. Welcome back. >> Good to see you as Um, so I feel like this this market is is focused on debt, depreciation, a ...