据知情人士透露，相关磋商目前尚未公开披露，在本轮融资里，Waymo 的母公司 Alphabet 将向这家自动驾驶出租车企业注入约 130 亿美元资金，而剩余所 需资金将由外部投资方提供，其中涵盖新加入的投资方红杉资本、DST 全球以及 Dragoneer 投资集团。 该知情人士还表示，Waymo 本轮融资有望于 2 月完成交割。值得一提的是，Waymo 上一轮融资在 2024 年 10 月完成，当时其估值已超过 450 亿美元，且同 样是由旗下拥有谷歌的 Alphabet 主导领投。（青山） 【环球网科技综合报道】2月1日消息，据彭博社援引知情人士消息，谷歌母公司 Alphabet 旗下的自动驾驶子公司 Waymo正积极筹备新一轮大规模融资，计 划筹集约 160 亿美元资金（按当前汇率约合 1114.33 亿元人民币）。若此次融资顺利完成，Waymo 的公司估值将接近 1100 亿美元（按当前汇率约合 7661.02 亿元人民币）。 ...

Core Insights - The rising adoption of generative AI models from OpenAI and Anthropic is significantly impacting major cloud computing platforms, with trillions of dollars committed to future infrastructure projects by these companies [1] Group 1: OpenAI and Microsoft - OpenAI's partnership with Microsoft has provided the latter with a first-mover advantage in integrating generative AI, with ChatGPT being heavily utilized across Microsoft's Azure cloud services [3][5] - The increasing use of OpenAI's software has led to a surge in AI workloads on Azure, driving demand for incremental cloud services [4] Group 2: Amazon's Role in AI Infrastructure - Amazon Web Services (AWS) has entered a $38 billion GPU leasing deal to support OpenAI, highlighting the competitive landscape among cloud providers [7] - Amazon has invested $8 billion in Anthropic, positioning itself strategically in the AI sector, with Anthropic utilizing AWS's GPU clusters and custom-designed chips [8][9] - If Amazon's AI accelerators can compete effectively with Nvidia and AMD's GPUs, AWS could gain significant pricing power and increase customer retention [10][11] Group 3: Google Cloud's Position - Google Cloud has experienced impressive growth, with OpenAI and Anthropic as key customers, leveraging its computing power and custom chips [12][13] - Anthropic's use of Google Cloud's Tensor Processing Units (TPUs) is expected to enhance Google Cloud's competitive position in the AI infrastructure market [14] - As OpenAI addresses its capacity challenges, Google Cloud is likely to benefit from increased user adoption and ongoing data center expansion [15]

Core Viewpoint - The news highlights a bullish sentiment towards Alphabet Inc. as demonstrated by the Oriental Harbor Investment Master Fund's purchase of shares in the Direxion Daily GOOGL Bull 2X Shares ETF, which aims to amplify daily returns of Alphabet through swap agreements [2][6]. Group 1: ETF Overview and Performance - The Direxion Daily GOOGL Bull 2X Shares (GGLL) ETF is designed to provide investors with 2 times the daily return of Alphabet shares, utilizing swap agreements to enhance exposure [5][8]. - As of January 26, 2026, GGLL's price was $108.79, reflecting a significant one-year price change of 140.5% [3][4]. - The ETF has an estimated $1.06 billion in assets under management (AUM) and a dividend yield of 3.66% [4]. Group 2: Investment Activity and Implications - Oriental Harbor Investment Master Fund acquired 177,587 shares of GGLL, with an estimated transaction value of $15.12 million, and the position's value increased to $22.30 million by quarter-end due to price appreciation [2][3]. - The purchase raised GGLL's weight in the fund to 2.42% of its 13F assets under management, indicating a strategic bullish outlook on Alphabet [3]. Group 3: Alphabet's Financial Performance - Alphabet's search revenue rose to $56.6 billion in Q3 2025, up from $49.4 billion in 2024, contributing to a total company sales increase of 16% year-over-year to $102.3 billion [9][10]. - The successful integration of AI into Google search results has not detracted from Alphabet's revenue generation capabilities, suggesting a strong investment case for Alphabet stock [10]. Group 4: Investment Strategy Considerations - The GGLL ETF is intended for short-term tactical trading, making it suitable for investors looking to capitalize on short-term price movements in Alphabet shares rather than long-term investment [11].

据报道，Alphabet旗下自动驾驶公司Waymo正计划进行新一轮融资，目标筹集约160亿美元资金，公司 估值将接近1100亿美元。Alphabet将向Waymo注资约130亿美元，其余资金将来自包括红杉资本、DST Global和Dragoneer在内的新投资者。Waymo可能在2月完成本轮融资。此前在2024年10月进行的融资轮 中，该公司估值超过450亿美元，由Alphabet领投。 ...

Core Insights - Alphabet has attracted significant interest from institutional investors, becoming a top holding for several hedge fund billionaires by the end of Q3 2023 [1] - The company has regained its status as a leader in artificial intelligence, overcoming initial investor fears regarding the impact of AI on its core Google search business [2] Investment Appeal - Alphabet's stock was considered undervalued at the beginning of 2025, leading to increased interest from prominent investors [2] - The company is now viewed as one of the best-positioned AI firms for future growth [2] Technological Advantages - Alphabet possesses a comprehensive AI stack, highlighted by its Tensor Processing Units (TPUs), which provide a structural cost advantage for running AI workloads [4] - The TPUs have been integrated into Alphabet's ecosystem and are available for customer deployment through Google Cloud, creating an additional revenue stream [4] AI Model and Product Integration - Alphabet's Gemini large language model (LLM) is recognized as one of the best AI models globally and is integrated across its products, enhancing Google Search with AI-powered features [5] - The introduction of AI Mode allows users to switch seamlessly between traditional search and an AI chatbot, improving user experience [5] Distribution and Monetization - Alphabet's advantages in distribution and advertising remain strong, with ownership of the Chrome browser and Android OS positioning it as a primary internet gateway [6] - The extensive ad network enables effective monetization of both search and AI chatbot users [6]

据知情人士透露，Alphabet Inc.旗下的自动驾驶部门Waymo寻求在一轮融资中按将近1100亿美元估值筹 集约160亿美元。谷歌母公司Alphabet将向这家自动驾驶出租车公司提供约130亿美元，其余部分将来自 其他投资者，包括新加入的红杉资本、DST Global和Dragoneer Investment Group。据知情人士透露， Waymo可能会在2月份完成这轮融资。2024年10月份，该公司按超过450亿美元估值进行了最近一轮融 资。 ...

点击蓝字，关注我们 · 科技、新兴市场⻬头并进 柏基继续重仓全球科技和消费巨头，尤其对拉美电商MercadoLibr（美客多）的押注愈加明显。英伟达高 居首位，说明其看好AI基础设施长期逻辑。 增持榜 Top Buys 追踪机构：柏基资本（Baillie Gifford） 数据周期：截至2025年12月31日（Q4季度） 持仓概览 根据最新披露，柏基资本（Baillie Gifford）在2025年第四季度共计持有265家公司，合计1200亿美元资 产，相较Q3季度减少150亿美元，依旧保持了其一贯风格——重仓科技、全球视野、偏好成长。 前十大重仓股 · 重仓安全科技与教育，⾕歌⼩幅补仓 | | 排名 增持榜(按市值排列) 加仓市值(美元) | | | --- | --- | --- | | 1 | Axon Enterprise (AXON) | 8.6亿 | | 2 | Medline Inc(MDLN) | 4. 37 亿 | | 3 | Rocket Lab(RKLB) | 3.99亿 | | ব | 谷歌-A (GOOGL) | 3.73 亿 | | | 多邻国(DUOL) | 3.57 亿 | 柏 ...

Core Viewpoint - Wall Street's main averages experienced a decline as investors assessed recent company earnings and focused on the implications of Kevin Warsh's selection as Federal Reserve chair [2]. Group 1: Company Earnings - Major S&P 500 companies, including Alphabet (GOOGL), Amazon (AMZN), AMD (AMD), Merck (MRK), and Pfizer (PFE), are set to release their quarterly financial results in the week ending February 6 [4]. - Earnings spotlight for Monday includes Palantir (PLTR) and Walt Disney (DIS) [5]. - Earnings spotlight for Tuesday features AMD, Merck, PepsiCo (PEP), Amgen (AMGN), and Pfizer [5]. - Earnings spotlight for Wednesday includes Alphabet and Eli Lilly [5]. Group 2: Economic Data Releases - Key economic data releases include S&P Global Manufacturing PMI, ISM Manufacturing Prices, and ISM Manufacturing PMI for January on Monday [3]. - JOLTS Job Openings data for December is scheduled for release on Tuesday [3]. - ADP Nonfarm Employment Change, S&P Global Services, and Composite PMI for January will be released on Wednesday [3]. - Initial Jobless Claims data is due on Thursday, while Nonfarm Payrolls and Unemployment Rate for January are set for release on Friday [3].

格隆汇1月31日｜有报道称，英伟达CEO黄仁勋私下批评了他所描述的OpenAI缺乏纪律的经营方式，并 对OpenAI面临的来自谷歌和Anthropic等公司的竞争表示担忧。黄仁勋对此表示，对OpenAI不满意是 "无稽之谈"，我相信OpenAI，他们所做的工作令人难以置信，他们是我们这个时代最具影响力的公司 之一，我非常喜欢与萨姆共事。 ...

Group 1 - Pfizer and AMD are scheduled to release their financial reports [2] - Google and Amazon will also announce their earnings [2] - The European Central Bank and the Bank of England are set to publish important economic data [2] Group 2 - The U.S. ADP employment report for January will be released [2] - The U.S. unemployment rate and seasonally adjusted data for January will be published [2] - China's official reserve data for January will be announced [2]