MENLO PARK, CALIFORNIA - OCTOBER 28: A pedestrian walks in front of a new logo and the name 'Meta' on the sign in front of Facebook headquarters on October 28, 2021 in Menlo Park, California. A new name and logo were unveiled at Facebook headquarters after a much anticipated name change for the social media platform. (Photo by Justin Sullivan/Getty Images)Getty ImagesMETA is Alphabet’s competitor in the Interactive Media & Services sector that possesses:1) A lower valuation (P/OpInc) in comparison to Alphab ...

记者丨江佩佩 李益文 编辑丨谢珍 12月15日晚，美股三大股指全线高开，道指开涨0.33%，标普500指数涨0.48%，纳指涨0.58%。截至23：27，美国三大股指全线跳水均已抹 去盘初涨幅。 | 名称 | 现价 | 涨跌 | 涨跌幅 | | --- | --- | --- | --- | | 道琼斯工业平均 | 48341.39 | -116.66 | -0.24% | | 纳斯达克指数 | 23048.60 | -146.57 | -0.63% | | 标普500 | 6806.35 | -21.06 | -0.31% | | 纳斯达克100 | 25063.66 | -133.07 | -0.53% | | 万得美国科技七巨头指数 | 65015.94 | -342.51 | -0.52% | | 万得中概科技龙头指数 | 4326.80 | -66.77 | -1.52% | | 纳斯达克中国金龙指数 | 7619.03 | -131.07 | -1.69% | 多只中概股加速下挫，跌幅超10%，其中，思宏国际跌超30%领跌。 | 名称 | 现价 | 涨跌 | 涨跌幅 | | --- | --- | ...

Eyewear is quietly turning into a Big Tech story. Worldwide eyewear revenue is projected to reach roughly $151 billion in 2025, with steady growth through the rest of the decade. More vision needs and lifestyle use cases are cropping up. At the same time, augmented reality (AR) and virtual reality (VR) hardware are moving from niche to mainstream, with the combined AR/VR market expected to generate around $46.6 billion in revenue in 2025 alone, setting the stage for a new generation of wearable devices ena ...

继此前一笔要约收购提振了Alphabet今年的盈利后，SpaceX新一轮二级市场股票以每股421美元定价， 暗示公司估值约8000亿美元，Alphabet（GOOGL）可能因此录得另一笔未实现收益。 责任编辑：张俊 SF065 继此前一笔要约收购提振了Alphabet今年的盈利后，SpaceX新一轮二级市场股票以每股421美元定价， 暗示公司估值约8000亿美元，Alphabet（GOOGL）可能因此录得另一笔未实现收益。 责任编辑：张俊 SF065 ...

12月初，全球资本市场的目光聚焦于谷歌母公司Alphabet。就在刚刚过去的11月，其市值单月增长约 5300亿美元，与AI芯片霸主英伟达形成了戏剧性的"市值大挪移"，而其发布的TPU芯片更被认为将直接 挑战英伟达的霸主地位，让黄仁勋开始睡不着。 这背后，是市场对谷歌在人工智能领域重掌霸权的强烈预期。 ChatGPT横空出世后，谷歌曾一度被质疑陷入"创新者窘境"，甚至被贴上"下一个雅虎"的标签。但如 今，它集齐了"最强模型（Gemini 3）+最强算力（TPU）+最大入口（Android/Chrome）"，连一向审慎 的"股神"巴菲特，也在退休前斥资数十亿美元买了它的股票。逆转这一切的大英雄，是这艘科技巨轮背 后的掌舵人——桑达尔·皮查伊。 桑达尔·皮查伊不是一个典型的、充满个人魅力的"明星式"CEO。 他既没有马斯克的张扬，也没有乔布斯的"现实扭曲力场"。从打磨工具栏到押注AI全栈，理工科出身的 他始终像工程师一样发现问题、拆解问题，然后沉默而坚定地构建解决方案。 在谷歌最需要稳定与连贯性的时代，他接过权杖；在行业遭遇颠覆性冲击的危急时刻，他押注长远、亮 出底牌，以惊人的定力和清晰的战略，带领谷歌完成了惊世 ...

RT Ferre (@FerreWeb3)Value of $10,000 invested a decade ago:Meta: $60,100Amazon: $67,846Alphabet: $83,185Microsoft: $90,421Apple: $95,240Tesla: $278,575Nvidia: $2,311,026Bitcoin: $4,955,000 ...

Google breaking through prior support to reach new record highs. Key Points Alphabet has surged 65% YTD as AI strength, broad-based growth, and renewed momentum have turned prior headwinds into major tailwinds. Analyst conviction is at an all-time high, with the consensus price target jumping nearly 52 percent over the past year. AI leadership through products like Overviews, Gemini 3, and proprietary TPU hardware has fueled record financial performance and positioned Alphabet for continued long-term g ...

液冷产业相关介绍我们在前期文章反复提及，在此不过多赘述。本文章更多叙述2026年液 冷行业供需两侧逻辑/数据及国内厂商的出海机会展望。 千亿的液冷赛道 英伟达Rubin的液冷新方案？ GB200 GB300液冷价值量拆解 需求侧 1、随着单AI算力卡及机柜功耗越来越高，风冷无法满足相应算力卡及机柜的散热要求，必须要上液 冷方案才能解决相应散热问题。（单柜功耗＞35-40KW即无法上风冷） 2、北美缺电严重，液冷能显著降低PUE，大幅节约单位算力密度总能耗，缓解缺电导致的数据中心 项目推迟。（液冷方案PUE＜1.2），不要小看这一点点的降低，数据中心的电费是非常夸张的，这 也是为什么国内很多数据中心都建在内蒙古、新疆等地的原因。 3、北美不少数据中心项目离经济中心或居民区域相对较近，液冷相对风冷散热方案能显著降低数据 中心机房噪音，促使数据中心项目落地进程加快，减少资金垫付财务成本 目前英伟达GB200及以上更高级机柜系列方案全面运用液冷散热方案；谷歌的TPU V7 及以上更高级 机柜系列方案全面运用液冷散热方案（此前TPU V3有尝试运用液冷方案，但当下量不大）；Meta的 MTIA V2及以上更高级机柜系列 ...

Company Overview - iRobot has filed for Chapter 11 bankruptcy protection in Delaware, transferring full control to its primary manufacturer, Picea Robotics [2][3] - The restructuring aims to strengthen iRobot's financial position and ensure continuity for customers [4] Financial Performance - iRobot generated approximately $682 million in revenue in 2024, but its profitability has been declining [3] - The company faced increased costs due to a 46% tariff on imports from Vietnam, adding about $23 million in expenses this year [3] Market Competition - iRobot is under pressure from cheaper competitors, particularly from Chinese companies like Ecovacs Robotics [3] Future Outlook - iRobot expects to complete its prepackaged Chapter 11 process by February 2026 [3] - The combination of iRobot's design and R&D capabilities with Picea's manufacturing expertise is seen as a strategic move for the next phase of smart-home robotics [4] Alphabet's Investment - Alphabet is poised for a valuation increase related to its investment in SpaceX, which has recently completed a tender offer valuing the company at approximately $800 billion [4][5] - Alphabet has been a SpaceX investor for about a decade, initially investing $1 billion in 2015 for a 10% stake [6] Box Office Performance - Disney's "Zootopia 2" has maintained the top position at the box office, grossing $26.3 million over a recent weekend, bringing its domestic total to $259 million and global total to about $1.14 billion [8] - Universal's "Five Nights at Freddy's 2" and "Wicked: For Good" also performed well, with domestic earnings of $95.5 million and $312.1 million respectively [8][9]

A year ago, the narrative was simple: OpenAI would eat Google's lunch. ChatGPT was the future of search, and Alphabet (NASDAQ:GOOGL) was a lumbering giant about to be disrupted. ...