谷歌母公司Alphabet：谷歌Gemini服务部门成本较2025年下调78%。 来源：滚动播报 ...

来源：环球市场播报 全球财经媒体昨夜今晨共同关注的头条新闻主要有： 一位美国官员表示："他们要求我们继续举行会议，听听伊朗方面的说法。我们已经告诉阿拉伯国家， 如果他们坚持，我们会举行会议。但我们对此非常怀疑。"另一位美国官员表示，特朗普政府同意举行 会议是为了"尊重"美国在该地区的盟友，"并为了继续寻求外交途径"。 谷歌2025年营收破4000亿美元，云业务成核心增长引擎 中东多国紧急游说 美国恢复原定于6日举行的美伊谈判 当地时间2月4日，在多位中东领导人当日下午紧急游说特朗普政府放弃退出谈判的威胁后，原定于6日 举行的美伊核谈判计划得以恢复，谈判将在阿曼举行。美国稍早前曾拒绝伊朗将原定会议地点由土耳其 伊斯坦布尔改到阿曼的提议。 1、中东多国紧急游说 美国恢复原定于6日举行的美伊谈判 2、谷歌2025年营收破4000亿美元，云业务成核心增长引擎 3 、 英伟达卷入软件股抛售潮 股价四连跌 但一位分析师称这毫无道理 4 、马斯克旗下SpaceX接洽非美国银行 扩充IPO承销阵容 5、 耐克因涉嫌歧视白人工人而面临美国调查 6、 AMD股价大跌，财报令投资者失望 据悉，此次僵局引发了整个中东地区的担忧，担心 ...

Alphabet (NASDAQ: GOOGL) shares experienced a rare post-earnings "hiccup†on Wednesday, as investors grappled with a massive spike in projected capital expenditures and a slight miss in YouTube advert... ...

Qualcomm - First quarter EPS reported at 350, exceeding expectations by 9 cents, with revenue at $12.25 billion, slightly above the expected $12.2 billion [1] - For Q2, EPS forecasted between 245 and 265, with revenue expected between $10.2 billion and $11 billion, missing the estimate of $11.1 billion due to a memory shortage [2] - Shares dropped over 4.5% following the earnings report, reflecting concerns over guidance and ongoing memory issues [3][4] Alphabet - Google search revenue reported at $63.07 billion, beating expectations of $61.37 billion, while Google services revenue was $95.86 billion, also above the expected $94.9 billion [7] - YouTube ad revenue at $11.38 billion missed the estimate of $11.7 billion, and overall Google ad revenue was $82.28 billion, surpassing expectations [8] - Capex for the quarter significantly higher at $91.45 billion compared to the expected $28 billion, raising concerns about spending discipline [11][19] ARM Holdings - EPS came in at 43 cents, better than the expected 41 cents, with revenue for the fiscal third quarter at $1.24 billion, slightly above the $1.23 billion estimate [31] - Royalty revenue grew by 27% year-over-year to a record $737 million, but licensing revenue missed expectations at $505 million [31] - Guidance for the upcoming quarter forecasts revenue of $1.47 billion, slightly below analyst projections [32] Snap - EPS reported at 3 cents, up from a loss a year earlier, with revenue increasing 10% to $1.72 billion, slightly better than expectations [41] - Daily active users at 474 million, meeting estimates but showing mixed regional performance [42] - Guidance for future revenue slightly below analyst expectations, raising concerns about monetization and competition [44][49]

The fourth quarter earnings season momentum continues this week, with results from Alphabet (GOOG, GOOGL), Amazon (AMZN), AMD (AMD), Qualcomm (QCOM), and Palantir (PLTR) highlighting the calendar. As of Jan. 30, 33% of S&P 500 (^GSPC) companies have reported fourth quarter results, according to FactSet data, and Wall Street analysts estimate an 11.9% increase in earnings per share for the fourth quarter. If that rate holds, it would represent the 10th consecutive quarter of annual earnings growth for the ...

Group 1: AMD's Sales Forecast and Market Reaction - AMD shares fell significantly, down 15%, marking its largest drop since October 2018, following a disappointing sales forecast of approximately $9.8 billion, which was below investor expectations of $10 billion [3][4][27]. - The company's revenue from China impacted margins negatively, and while revenues were recognized, the overall performance did not meet the high expectations set by the market [5][6]. - The anticipated growth in CPU and GPU segments is not expected until the second half of the year, leading to a cautious outlook among investors [7][8]. Group 2: Broader Market Trends and Software Sector Concerns - The technology sector is experiencing a selloff, with fears of disruption following the introduction of a new AI automation tool by Anthropic, leading to a significant decline in the Goldman Sachs Software Index, which has lost around $2 trillion since its peak [11][57]. - Concerns about the impact of AI on software companies are prevalent, with many investors reassessing valuations and business models in light of rapid advancements in AI technology [57][59]. - Major companies like NVIDIA and Google are also feeling the pressure, with NVIDIA's stock down and Google facing scrutiny ahead of its earnings report [12][16]. Group 3: NVIDIA's Investment in OpenAI - NVIDIA is reportedly close to finalizing a $20 billion investment in OpenAI, which would be part of a larger commitment potentially reaching $100 billion [46][48]. - This investment is seen as a strategic move to strengthen NVIDIA's position in the AI market, although details regarding the overall agreement are still being finalized [49][50]. - The relationship between NVIDIA and OpenAI is crucial for NVIDIA's long-term strategy, particularly in terms of chip usage for AI model training [69]. Group 4: Uber's Financial Outlook and New Initiatives - Uber's stock fluctuated, down 3% in premarket trading, as the company provided a weak profit outlook and announced a new CFO focused on future markets, including robotaxi initiatives [20][21][25]. - The adjusted EPS forecast for the first quarter was lower than expected, attributed to new product initiatives that have not yet yielded anticipated returns [22][23]. - Despite these challenges, underlying demand in the U.S. remains strong, and Uber expects growth to accelerate as previous risks, such as high insurance costs, are expected to abate [23][24]. Group 5: Antitrust Concerns in Streaming Industry - The Senate Committee is holding hearings on the future of self-driving cars, with significant attention on the merger between Netflix and Warner Brothers, which raises antitrust concerns [26][29]. - The merger is argued to create value for consumers and enhance opportunities for the creative community, although competitive concerns remain [31][32]. - The regulatory landscape is complex, with different standards applied in the U.S. and the EU regarding consumer benefits and competitive effects [40][41]. Group 6: Supply Chain Innovations and Market Dynamics - A new startup, Auger, founded by former Amazon supply chain chief Dave Clark, aims to provide an operating system for supply chains, emphasizing the need for contextual data integration [71][75]. - The startup is focused on addressing the challenges of disconnected data in supply chains, which is critical for operational efficiency [76][84]. - Auger's approach is seen as timely, given the current market dynamics and the increasing importance of supply chain management across various industries [80][82].

每经AI快讯，美股三大指数收盘涨跌不一，道指涨0.53%，纳指跌1.51%，标普500指数跌0.51%，英伟 达、特斯拉、博通、Meta跌超3%，谷歌、亚马逊跌超2%。 ...

By Deborah Mary Sophia and Kenrick Cai Feb 4 (Reuters) - Alphabet said on Wednesday that capital expenditure could as much as double this year, in yet another aggressive spending ramp-up by the Google parent as it deepens investments to allay constraints on compute capacity and push ahead ​in the AI race. Alphabet and its Big Tech rivals are expected to collectively shell out more than $500 billion on AI this year. Meta last ‌week hiked capital investment for AI development this year by 73%, while Micr ...

Exhibit 99.1 Alphabet Announces Fourth Quarter and Fiscal Year 2025 Results MOUNTAIN VIEW, Calif. – February 4, 2026 – Alphabet Inc. (NASDAQ: GOOG, GOOGL) today announced financial results for the quarter ended December 31, 2025. Sundar Pichai, CEO of Alphabet and Google, said: "It was a tremendous quarter for Alphabet and annual revenues exceeded $400 billion for the first time. The launch of Gemini 3 was a major milestone and we have great momentum. Our first party models, like Gemini, now process over 10 ...

Market Overview - US stocks mostly fell as Wall Street assessed earnings and awaited Alphabet's results, with the S&P 500 down about 0.5% and the Nasdaq Composite down over 1.5% [1] - The Dow Jones Industrial Average rose 0.4% as investors shifted from tech stocks to blue-chip names [1] AI Impact on Tech Stocks - Wall Street is struggling due to fears of AI disruption, leading to a sell-off in software stocks that affected global markets [2] - Major tech stocks like Nvidia fell over 3%, Google dropped nearly 2%, Amazon slid over 2%, and Tesla sank more than 3% [2] Earnings and Market Sentiment - Even better-than-expected earnings are insufficient to convince the market unless companies can demonstrate that AI will be beneficial [3] - Advanced Micro Devices saw its shares plummet due to a weak sales outlook, raising concerns about its competitiveness against Nvidia [3] Labor Market Insights - An ADP report indicated that employers added only 22,000 jobs in January, significantly below the expected 45,000 [4] - The delay in federal jobs data has made private data increasingly important, with the official jobs report rescheduled for next Wednesday [4] Commodity Movements - Gold gained amid US-Iran tensions but fell back below $5,000 an ounce after a significant slump [5] - Bitcoin losses accumulated, trading near $72,000 at one point [5] Pharmaceutical Sector Performance - Eli Lilly's stock surged after a positive 2026 profit forecast driven by high demand for weight-loss drugs [6] - In contrast, Novo Nordisk's shares tumbled after it forecasted a steep drop in sales, shocking investors [6]