兜兜转转四年后，谷歌为了淘汰第三方Cookie推出的隐私沙盒计划，终究还是"创业未半而中道崩殂"。 日前谷歌高管安东尼·查韦斯宣布，"在评估了行业对其预期价值的反馈，并考虑到其采用率较低后，我 们决定停用Topics等隐私沙盒技术。" 美国百货公司之父约翰·沃纳梅克有一句名言，"我知道我的广告费有一半浪费了，问题是我不知道哪一 半被浪费了"。这句在营销领域影响深远的论述，其实就反映了广告商的最大痛点，它们既无法识别消 费者是在哪个瞬间被打动，也很难追踪到是什么让大家屡次看到、但始终无感。 使用第三方Cookie持续追踪用户上网冲浪的行为，广告商也就收获了对应用户的精致画像，进而可以因 地制宜地投放广告。显而易见，大家肯定不希望自己上网冲浪时被时刻"监视"，所以用隐私沙盒淘汰第 三方Cookie，谷歌此举属于是顺应民意。 然而当时谷歌刚刚宣布了自己的决定后，业界很快便怨声四起。无论微软、Opera、Firefox等浏览器赛 道的友商，还是GitHub、电子前线基金会（EFF）等互联网社区，均不约而同地站在了他们的对立面。 那么问题就来了，为什么一个为用户隐私安全着想的方案，会受到整个业界的反对呢？ 事实上，海外 ...

Core Viewpoint - Google has achieved a significant breakthrough in quantum computing with its "Willow" chip, running a new algorithm called "Quantum Echoes" that is 13,000 times faster than the world's strongest supercomputer, marking a crucial step towards practical applications in various fields such as drug development and battery design within five years [1][3]. Group 1: Breakthrough Details - The "Quantum Echoes" algorithm is notable for its "verifiability," allowing it to be run on different quantum platforms, which is essential for establishing credibility in quantum computing results [3][4]. - The algorithm's performance surpasses traditional supercomputers, with Google stating that it can solve problems in five minutes that would take a supercomputer 10 septillion years [4]. - The research has been published in the journal Nature, indicating its significance in the scientific community [1][3]. Group 2: Future Applications and Challenges - The algorithm can be applied to study molecular structures by calculating distances between atoms, which could lead to advancements in drug development and materials science [5]. - However, researchers estimate that to achieve commercially viable applications, the scale of quantum computers must increase by a factor of 10,000 compared to current machines [5]. - Google plans to continue expanding the scale and improving the precision of its quantum machines to facilitate real-world applications [6]. Group 3: Industry Context - Other companies, including Microsoft and IBM, are also actively pursuing advancements in quantum computing, indicating a competitive landscape [4]. - The breakthrough has been met with excitement in the scientific community, with experts acknowledging the importance of verifiable results in overcoming challenges faced by the field [4].

据谷歌官方消息，其在《自然》杂志发表量子算法突破性进展，谷歌在Willow（柳树）芯片上实现了首次可验证的量子优势算法。 谷歌称，这款名为"量子回声（Quantum Echoes）"的新算法是可验证的，其运行速度比世界上最好的超级计算机快1.3万倍。 ...

Market Overview - Netflix and Texas Instruments reported weak performance, exacerbated by escalating global trade tensions, dampening risk appetite. The sell-off in "momentum stocks" continues, with the Nasdaq leading declines among major U.S. indices [1] - The 10-year U.S. Treasury yield fell for the third consecutive day, down 0.58 basis points. The dollar ended a three-day rise, initially gaining before dropping 0.36% from its daily high. Bitcoin retraced all gains from the previous day, falling below the $108,000 support level [1] - Gold experienced significant volatility, dipping close to $4,000 before fluctuating widely, with a daily range of 3.7%. Silver also declined but found support at $48 [1] Key Company News - Tesla's Q3 revenue rebounded significantly due to the expiration of tax credits, but earnings fell 31% due to tariff impacts exceeding $400 million. The company reported a 12% increase in revenue compared to the previous quarter, with automotive revenue reaching a two-year high [2][17] - SAP, Europe's largest software company, reported Q3 cloud revenue below expectations, leading to a 4% drop in stock price post-announcement. The company maintained its growth outlook for 2025, expecting cloud revenue at the lower end of its guidance [3][18] - IBM's Red Hat business growth has slowed, causing investor concerns and a 5% drop in stock price after the earnings report, despite overall revenue and EPS exceeding expectations [4][18] - Wall Street is experiencing its strongest earnings season in four years, with 85% of S&P 500 companies exceeding profit expectations, the highest ratio since 2021 [5][19] Industry Insights - The secondary lending market is facing turmoil, with PrimaLend filing for bankruptcy, highlighting pressures in the low-income consumer sector [19] - Gold ETF holdings reached a three-year high, following a significant drop in gold prices, attributed to a crowded long position among traders leading to a technical sell-off [20] - The U.S. Federal Reserve is considering reducing bank capital requirements from 19% to a minimum of 3%, which could significantly impact large banks' capital levels [22] - The Chinese stock market is expected to enter a prolonged upward phase, with key indices projected to rise by 30% by the end of 2027, driven by earnings growth and potential revaluation [25]

隔夜股市 | 标的 | 周三涨跌 | | --- | --- | | 上证言数 | -0.07% | | 深证成指 | -0.62% | | 恒生指数 | -0.94% | | 日经225指数 | -0.02% | | EFEKOSPI | 1.56% | | 德国DAX30 | -0.74% | | 法国CAC40 | -0.63% | | 项目 下 100 | 0.93% | | 欧洲斯托克50 | -0.84% | | 纳斯达克指数 | -0.93% | | 标普500指数 | -0.53% | | 道琼斯指数 | -0.71% | 全球主要指数周三普遍下跌，美股三大指数集体收跌，纳指跌近1%。 【美国国债总额首次超过38万亿美元】 当地时间10月22日，美国财政部最新公布的数据显示，截至10月21日，美国联邦政府债务规模总额首次 超过了38万亿美元。这距离8月中旬美国联邦政府债务总额达到37万亿美元仅过去两个多月。 【媒体报道称美国允许乌对俄使用远程导弹 特朗普：假新闻！】 当地时间10月22日，美国总统特朗普在社交平台上发文表示，《华尔街日报》关于"美国批准乌克兰使 用西方国家提供的远程导弹打击俄罗 ...

谷歌团队中包括 2025年诺贝尔物理学奖得主Michel H. Devoret。公司表示，将持续通过扩大芯片规模与 提升精度，向实际商业与科研落地推进。 智通财经APP获悉，Alphabet(GOOG.US,GOOGL.US)旗下谷歌宣布，其在"Willow"量子芯片上运行的一 项算法成功实现对传统超算的可重复验证超越，标志量子计算向实际应用迈出关键一步。该研究发表于 周三《Nature》期刊。谷歌表示，这一成果为量子技术在未来五年内落地打开了现实通路。 业界权威、美国德州大学教授Scott Aaronson评价称，这是"近几年领域最难问题之一的重大突破"，但 也提醒称，要达到商业实用与"容错可扩展"仍有巨大挑战。 该算法名为"Quantum Echoes"，其核心亮点是可验证性 ，即可在另一量子平台上重复结果，从而具有科 研与产业化所需的可证实性。谷歌称，"Quantum Echoes"运行速度比全球最快超算快1.3万倍，并具有在 药物开发、材料科学等领域发挥作用的潜力。Alphabet周三盘中股价一度涨2.4%。 一篇合作论文显示，该算法可用于精确计算分子中原子间距离，为新药设计、电池材料开发等领域提供 ...

Google’s Willow processor achieved a verified quantum speed-up, vastly outpacing classical supercomputers—and raising concerns for Bitcoin. https://t.co/gTDhHOPnjs ...

智通财经APP获悉，周三，谷歌(GOOGL.US)涨近2%，报255.29美元。消息面上，谷歌将于10月29日公 布第三季度业绩。美银证券称，预计三季度收益及每股盈利分别为860亿美元及2.17美元，对比同日公 布季绩的Meta及微软的业绩，以及管理层对第四季的评论，将推动该股短期股价表现。该行预计公司 第四季收入及每股盈利分别为938亿及2.59美元，均高于市场预期，并预期市场在第三季业绩胜预期 下，将上调对第四季预测。上调Alphabet目标价，由252美元上调至280美元，重申"买入"评级。 (资料图片仅供参考) 美国银行表示，预计人工智能执行情况和云需求将呈现积极态势。谷歌将实现又一个季度的强劲搜索结 果(以及稳定的付费点击增长)，同时由于受到宏观经济因素的影响，可能会进一步减轻人工智能带来的 风险，并有助于多个业务的扩张。此外，预计管理层将强调近期 Gemini 使用的强劲势头。在云业务方 面，近期的交易可能有助于积压订单的增长，美银对这一领域的价值贡献不断增加的前景仍持乐观态 度。 ...

Group 1: U.S. Sanctions on Russian Oil Companies - The U.S. has imposed sanctions on Russia's largest oil producers, Rosneft and Lukoil, as part of efforts to pressure President Putin to end the Ukraine conflict, marking the most significant action to date [4][6] - The U.S. Treasury stated that these sanctions aim to weaken Moscow's ability to fund its military operations [4] Group 2: Tesla's Third Quarter Performance - Tesla reported a 12% increase in revenue for Q3, reaching $28.1 billion, but net profit fell by 37% to $1.37 billion, missing analyst expectations [11] - The decline in profit is attributed to reduced electric vehicle prices and a 50% increase in operating expenses related to AI and other R&D projects [11] Group 3: Google's Quantum Computing Breakthrough - Google announced a breakthrough with its "Willow" quantum computing chip, which runs an algorithm outperforming traditional supercomputers by 13,000 times [13] - This advancement is expected to pave the way for practical applications of quantum technology within the next five years, particularly in medicine and materials science [13] Group 4: Amazon's New Robotics System - Amazon introduced a new robotic system named "Blue Jay," designed to perform multiple tasks simultaneously in its warehouses [17][18] - The system integrates three independent robotic workstations into a single efficient unit, enhancing operational efficiency in a smaller physical space [18]

Well, Google reportedly in talks for Anthropic for a new multi-billion dollar cloud computing deal. So, today's tech check, Mackenzie Seagalos joins us. She has more on what this signals about the tech giant's broader AI strategy.Mac, hey, Morgan. So, Google's stock, it's jumped more than 65% in the last 6 months. And yet, it still trades at a discount to its big tech peers, and that's partly investor skepticism.Can Google still lead the next wave of tech, or is it just chasing open AI. Two headlines Tuesda ...