一场耐人寻味的"蛇吞象"大戏，正在硅谷上演。 据外媒日前报道，成立仅3年的AI搜索初创公司Perplexity向谷歌母公司Alphabet发出收购要约，计划以 345亿美元全现金收购谷歌旗下的Chrome浏览器。这一报价近乎Perplexity自身180亿美元估值的两倍。 这场典型的"蛇吞象式"收购让外界颇为惊讶，此举也被质疑为是对谷歌的"碰瓷"和一场作秀。毕竟，虽 然Perplexity作为传统搜索引擎的挑战者，是硅谷一颗冉冉升起的明星，但从资金层面看，Perplexity自 身现金流和资产根本不足以覆盖如此高额的收购。不过值得注意的是，这次罕见的创业公司对大厂产品 的反向收购，恰好处在美国司法部针对谷歌垄断案的关键节点。 反垄断窗口下的收购要约 作为专注于 AI 搜索的初创公司，Perplexity核心产品是一款 AI 驱动的搜索引擎。不同于传统搜索引擎 的链接堆砌模式，它以解答而非搜索为核心，能像聊天机器人一样直接为用户提供整合后的精准答案， 并标注信息来源。这种搜索范式让其自2022年8月成立以来迅速崛起，短短3年间估值飙升至180亿美 元，曾被业内誉为"谷歌杀手"。 而Perplexity此次的收购 ...

整理 | 美股研究社 在这个快速变 化的时代，人工 智能技术正以前所未有的速度发展，带来了广泛的机会 。 《AI日 报 》致力于挖掘和分析最新的AI概念股公司和市场趋势，为您提供深度的行 业 洞察和 价 值 分 析。 A I 快 报 1 . 阿里AI TO C 业务启动近千人招聘。 阿里巴巴集团旗下智能信息事业群启动大规模AI人才招 聘计划，社招与校招总规模近千人。此次招聘聚焦大语言模型、多模态识别与理解、多模态训练 工程以及智能体应用、AI硬件等前沿技术领域，工作地点覆盖北京、上海、杭州、广州等核心城 市。 2. 印度第一家AI独角兽Fractal Analytics Ltd.寻求在IPO中获得490亿印度卢比（折合5.6亿美 元）估值。 该公司计划在IPO中发行128亿卢比新股，包括Quinag Bidco和TPG Fett在内的股东计划出售 362亿卢比现有股份。 3.微软列出最受追捧的Meta AI人才名单。 4.人工智能（AI）初创公司Perplexity宣布： 8月12日向谷歌公司（旗下浏览器Chrome业务） 发出主动收购要约。 已经有多家投资者同意为这笔（潜在）交易提供融资。 5. 报道：谷歌 ...

8月12日，澳大利亚联邦法院作出重要判决，认定科技巨头苹果与谷歌滥用在应用商店领域的市场支配 地位，构成反竞争行为。 这场官司源于热门游戏《堡垒之夜》（Fortnite）开发商Epic Games与苹果、谷歌之间长达五年的全球 反垄断战。2020年，《堡垒之夜》因绕过官方支付系统，被两大应用商店下架，Epic随后在澳、美、英 等地提起诉讼。 据悉，法官乔纳森·比奇（Jonathan Beach）在判决中指出，苹果和谷歌通过限制应用分发渠道、强制使 用自家支付系统、收取高达30%的佣金，减少了市场竞争，导致开发者和消费者需支付更高费用。 他特别批评苹果禁止在App Store之外安装原生应用的做法"显著减少竞争"，并认定谷歌在Android平台 实施的限制性政策同样削弱了市场活力。 苹果强调面临激烈竞争，谷歌在意计费政策评价 "这对澳大利亚的开发者和消费者来说都是一场胜利！"Epic Games在社交平台X上写道。 Epic Games表示，《堡垒之夜》将很快重返苹果设备，但安卓平台的回归计划尚未确定。 对此，苹果发言人强调，公司面临着来自谷歌、三星和其他商店的激烈竞争，它向开发者收取的佣金一 直在减少，甚至很 ...

0:00 21世纪经济报道记者 章驰 实习生 左永川 目前谷歌方面对出售Chrome的提议持消极态度。Alphabet首席执行官皮查伊今年在法庭作证时强调，强 制出售资产或要求数据共享，不仅会直接损害谷歌的业务根基，还将打击企业在新技术研发上的投入动 力，甚至可能引发数据安全风险。作为全球用户规模最大的浏览器，Chrome目前在全球浏览器市场的 份额占比超过60%，其市场地位对谷歌搜索业务的生态构建具有战略意义。 值得关注的是，Perplexity当前估值约为180亿美元，此次报价已远超其自身市值。不过该公司透露，包 括多家大型风险投资基金在内的投资方已明确表示，将全额支持这笔交易的资金需求。 从市场估值来看，Chrome的价值评估存在显著分歧，近期行业估算区间在200亿至500亿美元之间。若 Perplexity的345亿美元报价最终达成，将意味着其以相对合理的成本获得这一核心资产，堪称一笔极具 战略价值的交易。成立于2022年的Perplexity总部位于美国旧金山，其核心产品是AI驱动的搜索引擎， 该公司刚刚推出自主研发的网页浏览器Comet，展现出在浏览器领域的布局野心。 此次收购提议的背后，是持续升 ...

Market Overview - Major global stock indices showed mixed performance, with the Dow Jones Industrial Average rising by 1.10% to 44,458.61 and the Nasdaq increasing by 1.39% to 21,681.9 [2] - The S&P 500 also saw a gain of 1.13%, closing at 6,445.76, while the German DAX fell by 0.23% to 24,024.78 [2] - In Asia, the Nikkei 225 experienced a significant increase of 2.15%, reaching 42,718.17, while the KOSPI declined by 0.53% to 3,189.91 [2] Economic Indicators - The U.S. Consumer Price Index (CPI) for July showed a year-on-year increase of 2.7%, matching expectations, while the core CPI rose by 3.1%, slightly above the anticipated 3% [5] - The total U.S. national debt surpassed $37 trillion for the first time, reaching $37,004,817,625,842, indicating a significant fiscal imbalance [6] Corporate Developments - Circle, the first publicly traded stablecoin company, reported a revenue of $658 million for the second quarter, a 53% year-on-year increase, exceeding market expectations [11] - China Unicom reported a revenue exceeding 200 billion yuan for the first half of the year, with a year-on-year growth of 1.5% [15] - Kweichow Moutai announced a revenue of 89.389 billion yuan for the first half of the year, reflecting a 9.10% increase, with a net profit of 45.403 billion yuan, up 8.89% [14] Legal and Regulatory News - Elon Musk's xAI plans to take legal action against Apple, alleging anti-competitive practices in the AI sector [9] - The Chinese government has implemented a fiscal subsidy policy for personal consumption loans, aimed at stimulating consumer spending in various sectors [8]

Core Viewpoint - The article discusses the unprecedented acquisition bid by AI startup Perplexity for Google's Chrome browser, highlighting the competitive landscape in the AI search sector and the implications of this move for both companies and the industry at large [5][6][7]. Group 1: Acquisition Details - Perplexity, a three-year-old AI search company, has made a cash offer of $34.5 billion to acquire Google's Chrome browser, which is a significant move given Google's market dominance [6][9]. - The acquisition bid comes at a time when Google is facing antitrust scrutiny and has been ordered to divest Chrome due to its monopolistic practices [8][7]. - Perplexity's valuation has surged from $15 million to $18 billion in just three years, indicating rapid growth in the AI search market [12]. Group 2: Market Dynamics - The traditional search engine model is being disrupted by AI technologies, which provide more reliable and ad-free search results, leading to a shift in user preferences [11]. - Despite Perplexity's impressive growth, its search processing volume is significantly lower than that of established players like OpenAI and Google, indicating the challenges AI search companies face in gaining user traction [15]. - Google's Chrome holds a 68.32% share of the global browser market, emphasizing the importance of established platforms in driving traffic and user engagement [17]. Group 3: Financial Insights - Perplexity's annual recurring revenue (ARR) has increased dramatically from $5 million in January 2023 to $120 million by May 2025, showcasing its rapid revenue growth [13]. - However, Perplexity's expenses on third-party models and cloud services reached $57 million in 2024, exceeding its revenue of $34 million, highlighting the financial pressures faced by AI search companies [20]. - Google's search revenue reached $54.2 billion in Q2 2025, marking a 12% year-over-year increase, demonstrating the continued strength of traditional search engines [23]. Group 4: Competitive Landscape - The AI search sector is becoming increasingly competitive, with various startups and established companies vying for market share and user attention [26]. - Perplexity's strategy includes securing funding from multiple investors to support its acquisition bid and promising to maintain Chrome's open-source code if the acquisition is successful [31]. - Industry analysts express skepticism about the likelihood of the acquisition succeeding, citing Google's strong position and potential legal battles [32][33].

消息面上： ①北美云厂商资本开支大幅上调支撑AI算力需求，大摩预计全球云端资本支出预计将在未来几年内创新高； 报告核心预测显示，2025年全球11大超大规模云端厂商的资本支出将上调至4450亿美元，年增长率高达56%，较此前预期高出12个百分点。到2026年，初步 共识预测为5180亿美元，但摩根士丹利预计有望达到5820亿美元，同比增长31%。 亚马逊、Alphabet、Meta Platforms和微软，这四大美国云端服务提供商的 资本支出预计在2025年合计达到3590亿美元(同比增长57%)，并在2026年进一步增至4540亿美元(同比增长26%)。 今日AI硬件端继续逼空，工业富联、涨停续创历史新高，现报43.68元，成交额100.2亿元。，总市值突破8600亿元；新易盛飙涨15%创历史新高，中际旭 创、新易盛、华工科技、光库科技、胜宏科技均续创历史新高。 ETF方面，AI硬件板块大爆发，创业板50ETF华夏、国泰基金通信ETF、富国基金通信设备ETF分别涨6.89%、6.45%和6.45%，最新溢折率分别为2.5%、 1.75%和3.64%。CPO含量高的创业板人工智能ETF大成、创业板人工智能E ...

Core Insights - The article highlights the significant wealth accumulation of new immigrants in the United States, with the top ten billionaires born overseas amassing a total wealth of approximately $867 billion, comparable to Switzerland's GDP [1][2]. Group 1: Individual Billionaires - Elon Musk has a net worth of $393.1 billion and is the founder of Tesla and SpaceX, originally from South Africa [3][6]. - Sergey Brin, co-founder of Google, has a net worth of $139.7 billion and was born in Russia [9][11]. - Jensen Huang, co-founder of Nvidia, has a net worth of $137.9 billion and hails from Taiwan [12][16]. - Thomas Peterffy, founder of Interactive Brokers, has a net worth of $67.9 billion and was born in Hungary [13][15]. - Miriam Adelson and family, owners of the Las Vegas Sands casino empire, have a net worth of $33.4 billion and were born in Israel [16][19]. - Rupert Murdoch and family, owners of a global media empire, have a net worth of $24 billion and were born in Australia [20][22]. - Peter Thiel, co-founder of PayPal, has a net worth of $21.8 billion and was born in Germany [23][25]. - Jay Chaudhry, founder of cloud security company Zscaler, has a net worth of $17.9 billion and was born in India [27][29]. - Jan Koum, co-founder of WhatsApp, has a net worth of $16.9 billion and was born in Ukraine [30][32]. - Kingston Technology co-founder Dov Ziv has a net worth of $14.1 billion and was born in China [33][35].

Core Insights - BlackRock reported a total market value of $5.25 trillion for its Q2 2025 holdings, up from $4.76 trillion in the previous quarter, reflecting a quarter-over-quarter increase of 0.112% [1][2] - The fund added 265 new stocks, increased holdings in 2,144 stocks, reduced holdings in 2,649 stocks, and completely sold out of 238 stocks during the quarter [1][2] - The top ten holdings accounted for 28.07% of the total market value [1][2] Holdings Overview - The top five holdings included NVIDIA (NVDA) with approximately 1.91 billion shares valued at about $301.73 billion, Microsoft (MSFT) with approximately 582 million shares valued at about $289.28 billion, Apple (AAPL) with approximately 1.15 billion shares valued at about $235.71 billion, Amazon (AMZN) with approximately 713 million shares valued at about $156.39 billion, and Meta (META) with approximately 166 million shares valued at about $122.77 billion [3][4] - The top ten holdings also featured Broadcom (AVGO), Alphabet Class A (GOOGL), Tesla (TSLA), Alphabet Class C (GOOG), and JPMorgan Chase (JPM) [3][4] Trading Activity - The top five purchases by percentage change included NVIDIA, Broadcom, Netflix (NFLX), Amazon, and Tesla [5][6] - The top five sales by value included Procter & Gamble (PG), Visa (V), Chevron (CVX), Merck (MRK), and Thermo Fisher Scientific (TMO) [5][6] - The turnover rate for the portfolio was 8.83%, with a time held for the top 20 holdings averaging 22.3 quarters [2][4]

Tesla stock has a wide range of future outcomes. Here is what might happen if things don't work out as investors hope. Tesla (TSLA 0.54%) is one of the world's largest companies by market value, worth a little over $1 trillion today. The company is a pioneer in electric vehicles, autonomous driving software, and renewable energy, and is charging full steam into Robotaxis and humanoid robotics. At face value, there is a lot to like about this technology company. But when you dig deeper, Tesla is far riskier ...