1998年，奥尼尔100万买下谷歌原始股，如今出售值多少钱？ 别看"大鲨鱼"奥尼尔五大三粗，平日里总是嬉笑搞怪，其实他拥有着极其出色的商业头脑和投资眼光， 在房地产、餐饮、娱乐等领域均取得了不俗的成就。而其中最令人津津乐道的，便是他在当年对谷歌的 投资，这笔投资如今已为他带来了超乎想象的巨额回报。 在当时，100万美元对于奥尼尔而言，虽然算不上豪掷，但也是他经过深思熟虑后做出的投资决策。奥 尼尔在接受采访时也曾表示，他当时并未期望这笔投资能立刻带来丰厚回报，而是将其视为一次长期的 尝试，希望能在未来获得一定的收益。 20多年过去了，谷歌早已成长为全球科技巨头，市值高得令人咋舌。而奥尼尔的这笔100万美元投资， 按照当时的股权比例计算，如今的价值至少不会低于5亿美元。这样的回报实在是令人惊叹，也让无数 人为之羡慕。 时间来到1998年，此时的奥尼尔已经签下一份价值1.2亿美元的超级合同，是当时NBA薪资最高的球星 之一。一次偶然的机会，奥尼尔在洛杉矶的一家酒店结识了一位小男孩，由于奥尼尔性格幽默活泼，两 人很快就打成一片，甚至成为了忘年交。 事实上，这个孩子的父亲就是谷歌创始人之一。当时他正在酒店内谈事情，因为 ...

We are in uncharted territory, plain and simple. There is really no analogy or any identical historical references that we can really infer how this AI boomJR Research is an opportunistic investor. I was recognized by TipRanks as a Top Analyst, and also by Seeking Alpha as a "Top Analyst To Follow" for Technology, Software, and Internet, as well as for Growth and GARP. I identify attractive risk/reward opportunities supported by robust price action to potentially generate alpha well above the S&P 500. My pi ...

When Alphabet (NASDAQ:GOOGL) announced 2026 capital expenditure guidance of $175-$185 billion during its Q4 2025 earnings call on February 4, th, it represented a 97% year-over-year increase in spending. ...

Group 1 - The fourth quarter earnings season is ongoing, with significant results from major companies like Alphabet, Amazon, AMD, Qualcomm, and Palantir [1] - As of January 30, 33% of S&P 500 companies have reported their fourth quarter results, with analysts estimating an 11.9% increase in earnings per share, marking the 10th consecutive quarter of annual earnings growth for the index [2][4] - Analysts had initially expected an 8.3% increase in earnings per share before raising expectations, particularly for tech companies, which have been key drivers of earnings growth in recent quarters [4] Group 2 - Big Tech's substantial capital expenditures are influencing the AI trade, alongside ongoing themes from 2025 such as artificial intelligence and economic policies, which continue to impact investor sentiment [5] - Updates from various companies including Disney, Chipotle, PepsiCo, Uber, and Snap were also highlighted during this earnings season [5]

Market Overview - U.S. stock futures are indicating a potential rebound after a significant tech-led sell-off, with Nasdaq 100 futures up 0.35%, S&P 500 futures rising 0.29%, and Dow Jones Industrial Average futures edging up 0.09% [2] - The S&P 500 fell 84.32 points (1.2%) to 6,798.40, the Dow Jones Industrial Average declined 592.58 points (1.2%) to 48,908.72, and the Nasdaq Composite lost 363.993 points (1.59%) to end at 22,904.579 on February 5th [3] - The main U.S. stock market index, the US500, has risen to 6846 points, gaining 0.70% from the previous session [4] Corporate Earnings and Performance - Major companies reporting earnings include Biogen, Philip Morris, Toyota Motors, and Under Armour, which will provide insights into corporate performance and economic health [6] - Amazon shares plunged over 11% after missing earnings expectations and issuing a capital expenditure guidance of $200 billion for 2026, leading to a drop of 8% in premarket trading [8] - Alphabet's stock fell as much as 5% due to concerns over its projected 2026 AI spending forecast of $175-$185 billion, which is roughly double the investment made in 2025, despite beating estimates on revenue and earnings per share [9] Notable Stock Movements - Apple has emerged as a "surprise winner" amidst the tech sell-off, with shares up 6% and a market capitalization of $4.06 trillion [13] - Microsoft experienced a significant market value wipeout with its stock falling as much as 12% intraday but is currently showing a slight gain of 0.72% [13] - Nvidia's stock is participating in the premarket recovery, up 3.4%, as it remains a central player in the AI revolution [13] - Tesla's shares fell below $400 for the first time this year, down over 11% in 2026, despite plans to expand its robotaxi service and mass-produce humanoid robots [13] - Newell Brands saw its stock sink 12% after issuing soft fiscal 2026 first-quarter guidance, projecting a wider loss per share and a larger sales drop than expected [13] Market Sentiment and Economic Indicators - Investors are closely watching premarket activity and digesting corporate earnings alongside a postponed key economic report on nonfarm payrolls, which adds uncertainty to the market [1][5] - Current projections suggest an 81.3% likelihood of the Federal Reserve leaving interest rates unchanged in March [5] - The ongoing narrative around AI investments and their perceived returns continues to shape investor sentiment across the tech landscape [10]

Alphabet (NASDAQ:GOOGL) announced $175 to $185 billion in capital expenditures for 2026, nearly doubling previous spending. ...

Group 1: Alphabet (Google) - The European Commission has launched an antitrust investigation into Alphabet's Google regarding its use of online content from publishers and YouTube in the AI business [1][11] - Google was fined €2.95 billion (approximately $3.46 billion) by the European Commission on September 5 for anti-competitive behavior in its advertising technology business [1][11] - In September 2024, Google appealed against a €1.49 billion antitrust fine related to hindering competition in online search advertising and won the case [1][11] - Google lost an appeal against a €2.42 billion fine for unfairly benefiting from its own comparison shopping service [1][11] - The UK antitrust regulator preliminarily found Google abusing its dominant position in digital advertising in September 2024 [1][11] - France's competition authority fined Google €25 million for alleged violations of EU intellectual property regulations in March 2024 [1][11] Group 2: Amazon - The German Federal Cartel Office has prohibited Amazon from setting price caps for online retailers on its German e-commerce platform and has reclaimed millions of euros from the company for anti-competitive behavior [2][12] - In November 2024, the EU General Court upheld the classification of Amazon as a platform strictly regulated under EU online content regulations [2][12] Group 3: Apple - Italy's competition authority fined Apple and its subsidiaries €98.6 million in December 2024 for allegedly abusing its dominant position in the mobile app market [4][13] - In October 2025, civil rights organizations filed complaints against Apple regarding its App Store and device-related terms with EU antitrust regulators [4][13] - The UK Competition and Markets Authority recognized Apple and Google as having "strategic market positions" and gained the authority to require specific remedies from both companies [4][13] - Apple was fined €500 million under the Digital Markets Act in April 2025, while Meta was fined €200 million [4][14] - Apple lost an appeal against a German regulatory assessment that would impose stricter controls on the company [4][14] - Apple lost an appeal against an EU directive requiring it to repay €13 billion in taxes to Ireland [4][14] - Apple agreed to open its contactless mobile payment system to competitors to resolve an EU antitrust investigation [4][14] - Brussels fined Apple €1.84 billion in March 2024 for suppressing competition in the music streaming sector [5][15] Group 4: Meta - The European Commission initiated an antitrust investigation into Meta's WhatsApp AI features in December 2024 [7][16] - Meta was fined €797.72 million in November 2024 for abusing its market position to support Facebook Marketplace [7][16] - The company was accused of violating the Digital Markets Act with its new "pay or agree" advertising model in July 2024 [7][16] Group 5: Microsoft - The European Commission accused Microsoft of illegally bundling its Teams chat video application with its Office software in June 2024 [8][17] Group 6: TikTok - The EU tech regulator accused TikTok of violating online content regulations due to addictive features and may require product design changes [9][18] - Preliminary investigation results in October 2025 indicated that TikTok and Meta violated obligations under the Digital Services Act by not providing sufficient public data access to researchers [9][18] - TikTok was accused in May 2025 of failing to comply with the Digital Services Act regarding the publication of an advertising library and facilitating user identification of fraudulent ads, but made concessions to enhance transparency to avoid fines [9][18] Group 7: X (formerly Twitter) - French police raided the offices of X, owned by Elon Musk, as part of an expanding investigation [10][19] - The European Commission announced an investigation into X's Grok chatbot for potentially spreading illegal content in January 2026 [10][20] - In December 2025, X was fined €120 million for violating online content regulations, marking the first penalty since the implementation of the Digital Services Act [10][20]

计算机 2026 年 02 月 06 日 AI 动态跟踪系列（十五） 谷歌优异业绩持续验证 AI 商业模式，CapEx 指引彰显信心 强于大市（维持） 行情走势图 相关研究报告 【平安证券】行业动态跟踪报告*计算机*AI 动态跟踪 系列（十四）：AI 漫剧产业快速扩张，关注 AIGC 工 具助力创作提效*强于大市 20260128 【平安证券】行业动态跟踪报告*计算机*CES 大会 Rubin 完整发布，科技巨头芯片模型持续迭代*强于 大市 20260114 行 业 动 态 跟 踪 报 证 券 研 究 报 告 告 四季度收入增长维持提速，云业务规模化效应逐渐显现。谷歌母公司 Alphabet 在 2025 年第四季度实现营收 1138.28 亿美元（+18% Y/Y），增 速较第三季度进一步提升；实现净利润 344.55 亿美元（+30% Y/Y）。2025 年全年来看， Alphabet 实现营收 4028.36 亿美元（+15% Y/Y），为公司 首次突破 4000 亿美元；实现净利润 1321.70 亿美元（+32% Y/Y）。四季 度谷歌服务与谷歌云共同驱动了公司收入的快增。1）谷歌服务：959 亿 ...

周五，全球科技与数据类股再度下挫，市场抛售潮毫无消退迹象。投资者一方面担忧新型高性能人工智 能模型对相关企业业务造成冲击，另一方面也对超大规模科技企业今年数千亿美元的技术落地资本支出 计划感到不安。 本周，安索普里克公司为旗下克劳德人工智能推出全新插件，引发市场对软件及数据分析企业发展风险 的担忧，全球市场因此剧烈震荡；与此同时，部分超大规模科技企业公布今年人工智能相关技术落地支 出计划，总额超 6000 亿美元，进一步加剧了市场恐慌。 与此同时，伦敦上市的数据分析企业励讯集团股价下跌近 5%，赛捷集团跌近 4%，益博睿跌幅超 2%。 伦敦证券交易所集团股价继续走低，即将迎来连续第二周大幅下跌，本周该股累计跌幅达 7%。 欧洲的凯捷集团下跌 3%，威科集团跌幅近 4%。 本周人工智能概念股的大幅回落，也对整体股市形成拖累。 全球股市本周累计下跌 1.6%，即将迎来去年 11 月以来表现最差的一周。 标普 500 指数本周下跌 2%，而美国软件与数据服务企业的市值仅自 1 月 28 日以来，就已蒸发约 1 万 亿美元。 盛宝金融英国区投资策略师尼尔・威尔森在研报中表示："科技巨头大幅上调今年资本支出计划后，市 ...

Core Viewpoint - Amazon announced a capital spending plan of $200 billion for 2026, surpassing Alphabet's previously stated range of $175 billion to $185 billion, which surprised Wall Street analysts [2] Group 1 - Amazon's capital expenditure for 2026 is set at $200 billion, indicating a significant investment strategy [2] - The announcement comes just one day after Alphabet revealed its own capital spending plans, highlighting competitive dynamics in the tech industry [2] - Wall Street had not anticipated such a high figure from Amazon, indicating a potential shift in market expectations [2]