JUST IN: Google $GOOGL stock reaches new all-time high of $302. https://t.co/s7MClO8yJD ...

谷歌高开高走，涨幅扩大至3.8%，再创历史新高。谷歌发布的最新大模型Gemini 3 Pro登顶"大模型竞技 场"LMArena排行榜榜首。 ...

这是谷歌首次在模型发布当天就将其引入搜索。 同时，Gemini 3也在发布当天同步向Gemini App用户、 AI Studio和Vertex AI的开发者开放，并在智能体开发平台Google Antigravity推出，支持开发者构建更强 大的AI应用。 "我们正将Gemini注入Maps、YouTube、安卓、搜索、Workspace等产品，这个分发网络和终端数据反馈 环是无法逾越的护城河。"DeepMind CEO Demis Hassabis在一场访谈中表示。 预热已久、全网热议的谷歌Gemini 3大模型终于正式亮相。谷歌这次打出的不是小修小补的普通升级， 而是一张"王牌"——在几乎所有主流基准测试中实现全面领先，大模型的竞争格局可能就此改写。甚至 有业内人士预言："未来6个月内，很难有公司能够超越这一成绩。" 但在人工智能进入产品化深水区 后，资本市场对"模型升级"本身的反应逐渐转弱，关注点更集中于模型是否能增强平台锁定效应，以及 是否能为核心业务带来可观回报。 发布当天即应用 当地时间11月18日，Alphabet旗下的谷歌正式发布备受期待的该司迄今最强大人工智能模型Gemini 3， 并于发 ...

Core Insights - Berkshire Hathaway has significantly reduced its stake in Apple, selling 677,347,618 shares over two years, which is a 74% reduction, including 41,787,236 shares sold in Q3 2023 [1][3][5] - Warren Buffett's investment strategy is rooted in value investing, and he is known for selling stocks when he believes they are no longer a good deal, despite being a long-term optimist [2][4] - The latest 13F filing revealed that while Apple was a major holding, Berkshire has introduced Alphabet as a borderline core holding, purchasing 17,846,142 shares valued at over $4.3 billion [3][11][12] Apple Inc. Insights - Apple's growth has stagnated, particularly in physical device sales, with subscription services being the only bright spot [7] - The company's valuation has reached a trailing-12-month P/E ratio of nearly 37, which is a 22% premium compared to its average over the past five years [8] - Buffett's selling of Apple shares suggests that it is no longer perceived as a bargain, indicating a shift in investment sentiment towards the company [9] Alphabet Inc. Insights - Alphabet has a sustainable competitive advantage, holding 89% to 93% of the global internet search market, which supports its advertising pricing power [13] - The company is experiencing significant growth in its Google Cloud segment, with a 25% increase in sales year-over-year, and a revenue run rate exceeding $60 billion [15] - Alphabet's financial health is strong, with $98.5 billion in cash and cash equivalents, allowing for aggressive investments and shareholder returns [16] - The projected annual sales growth rate for Alphabet is 13% to 14%, suggesting better long-term upside compared to Apple, despite a TTM P/E ratio of 27 [17]

谷歌AI大事记2023年：危机与觉醒 2022年11月30日，OpenAI发布ChatGPT的那一刻，谷歌总部陷入罕见的集体焦虑。这款基于Transformer 架构的聊天机器人，以近乎"人类化"的对话能力迅速引爆全球，而谷歌引以为傲的LaMDA模型却因"幻 觉问题"和商业化迟缓陷入被动。 12月，谷歌启动代号"代码红"的紧急计划，抽调100名工程师组成"Bard突击队"，目标是在100天内推出 对标产品。时任搜索业务副总裁的Sissie Hsiao带领团队打破部门壁垒，整合搜索、Assistant和DeepMind 资源，甚至临时调用数据中心极限算力。 次年2月，谷歌仓促推出基于LaMDA的聊天机器人Bard，在演示中误称"詹姆斯·韦伯望远镜拍摄首张系 外行星照片"，导致Alphabet股价单日暴跌8%，市值蒸发超1000亿美元，这一事件成为谷歌AI战略滞后 的公开警示，暴露了其在产品化与危机公关上的双重短板。 4月，DeepMind与Google Brain合并面对OpenAI的强势冲击，谷歌将两大核心AI团队DeepMind（强化学 习与多模态研究）与Google Brain（Transformer架构 ...

Google Launch Gemini 3 With A Mission To Improve LearningGoogle’s newest AI model isn’t just another incremental upgrade. https://t.co/RlBYIaKb1v ...

Market Overview - US stock index futures are collectively rising, with Nasdaq futures up 0.48%, S&P 500 futures up 0.39%, and Dow futures up 0.21% [1] - European stock indices show mixed results, with Germany's DAX index up 0.3%, UK's FTSE 100 down 0.11%, France's CAC index down 0.01%, and the Euro Stoxx 50 index up 0.11% [1] Investment Sentiment - A Bank of America survey indicates that over half of fund managers believe AI stocks are in a bubble, with the long position on the "Magnificent Seven" US stocks being the most crowded trade [1] Company Developments - Nvidia is set to announce its Q3 earnings for fiscal year 2026 after the market closes today, with options market indicating a potential stock price volatility of 7% [1] - Google has released its next-generation AI model, Gemini 3, along with a new AI development platform called Google Antigravity [2] - Counterpoint reports that Nvidia's shift to mobile memory chips may lead to increased server memory prices due to supply chain adjustments [3] - Tesla has been approved to begin offering autonomous ride-hailing services in Arizona [4] - Reports suggest that a veteran from TSMC has taken advanced 2nm process materials back to Intel, prompting an investigation in Taiwan [4] - Alibaba's "Qianwen APP" has quickly risen to the third position in the Apple App Store's free applications chart just two days after its public testing [5] - SAP and Microsoft have signed an agreement to ensure the continuity of European business operations during crises [6] - Paramount has responded to rumors about a $71 billion acquisition of Warner Bros. Discovery by a Middle Eastern consortium, stating that the information is inaccurate [7] - Brookfield is increasing its investment in AI infrastructure by launching a $10 billion related fund, with Nvidia participating [8] - Pony.ai is collaborating with SANY Heavy Industry and Dongfeng Liuzhou Motor to develop the fourth generation of autonomous trucks [9] - Target's Q3 net sales reached $25.27 billion, falling short of expectations, while the company has formed a partnership with OpenAI [10] - Lowe's Q3 adjusted earnings per share were $3.06, exceeding expectations, with same-store sales growth of 0.4% [11] Upcoming Events - Notable events in the US market include the release of the August trade balance at 21:30 and the Federal Reserve's monetary policy meeting minutes at 3:00 AM the following day [12]

​Alphabet Inc. (NASDAQ:GOOGL) is one of the Most Profitable Stocks to Buy Now. On November 18, Rob Sanderson from Loop Capital Markets upgraded Alphabet Inc. (NASDAQ:GOOGL) from Hold to Buy and also raised the price target from $260 to $320. ​The analyst noted that the concerns regarding AI taking up Google’s search revenue are diminishing. He noted the company’s search revenues to be as healthy as ever, supported by AI overviews and the new AI mode feature. In addition, the firm highlighted that the traf ...

谷歌：让用户把任何想法变成现实。 大模型领域的竞赛，在2025年年末又迎来一波新高潮。 OpenAI在8月初发布GPT-5，Anthropic在9月底推出Claude Sonnet 4.5，而科技巨头谷歌也终于亮出了自己的王牌。美国当地时间 11月18日，Google正式发布了其最新一代人工智能模型 Gemini 3，即日起在Google AI Studio开放预览，API接口同步上线，即将 全面集成到谷歌搜索、Android系统等产品中。 对于行业来讲，大模型的深度落地和商业化路径正变得更加清晰。 多重突破 Gemini 3.0之所以引发如此大的震动，源于它在三个关键领域的突破性进展。 在深度推理能力方面，"Gemini 3的推理能力有了巨大的飞跃，"谷歌Gemini模型产品负责人Tulsee Doshi表示，"它的响应深度和 细致程度是我们以前从未见过的。" 这一发布距离上次Gemini 2.5的发布仅过去七个月，被视为谷歌在AI领域的"绝地反击"关键一战。 在谷歌官方的描述中，Gemini 3可以助力"学习、构建和规划一切"。该模型不仅刷新多项性能纪录，还突出展现了AI从"回答问 题"到"完成工作"的转 ...

图片来源： OpenHands 在我们探讨今日关于 Gemini 的新闻之前，需要提及今晨微软与英伟达宣布，将投资 Anthropic 。该公司承诺在未明确时限内投入至少 300 亿美元租赁微软 Azure 云平台上配备英伟达芯片的服务器。至此，三大云服务商均已注资这家 OpenAI 的竞品，再次释放微软已从 ChatGPT 制造商分散投资的信号。 现在让我们聚焦今天重磅发布的 Gemini 3 —— 谷歌新一代旗舰大语言模型。 正如预期，谷歌表示 Gemini 3 在多项外部评估中性能更优，包括 LMArena 、命名夸张的 Humanity ' s Last Exam 以及 GPQA Diamond —— 后者专门测试 AI 在研究生级别生物、化学和物理任务中的表现。 当然，真正的试验要等到人们实际使用该模型后。我们将跟进报道它与现有领先模型 GPT-5 和 Claude Opus 4 的对比表现，以及普通用户和开发者的使用 感受——特别是那些没有提前试用权限的人群。 发布前夕，谷歌安排我们采访了 Figma 设计总监 Loredana Crisan ，她的团队已对 Gemini 3 进行检测。 Cris ...