智通财经APP获悉，东吴证券发布研报称，Counterpoint Research预计，2026年Q1存储价格还将上涨 40%至50%，Q2继续上涨约20%。供需端视角上，供给侧硬件成本提升，需求侧AI Agent爆款不断推陈 出新，全球大厂纷纷下场，云作为AI的基础设施，海外大厂谷歌(GOOGL.US)和亚马逊(AMZN.US)已经 开始涨价，为多年来首次。随着春节临近，国内AI应用需求逐步提升，国内云厂也会提价，AI云产业 链有望引来投资机会。 东吴证券主要观点如下： 海外大厂云已经开始涨价 光纤涨价不断。在中国市场，G.652.D光纤价格相较于2025年11月大幅上涨约80%。2026年1月，该类型 单模光纤价格更是创下近七年新高，平均价格突破40元/芯公里，部分厂商报价甚至高达50元/芯公里， 仅一个月内涨幅就超过75%。 相关标的 算力租赁厂商：宏景科技(301396.SZ)、协创数据(300857.SZ)等。云厂商：网宿科技(300017.SZ)、优刻 得-W(688158.SH)、青云科技(688316.SH)、阿里巴巴-W(09988)等。CPU：澜起科技(688008.SH)、海光 信息(6 ...

明明离谱到像假话，技术圈却越传越上头！一组被整理进GitHub仓库、在技术圈广泛流传的梗图/段子合集「Jeff Dean Facts」把技术圈玩成了造神现 场。 技术圈也盛行「造神」运动。 只不过不是靠红毯和奖杯，而是靠玩梗： 当Jeff Dean在提交代码前会进行编译和运行，但只是为了检查编译器和CPU有没有bug； Jeff Dean的键盘上只有两个键：0和1； 事实上，真实世界中的Jeff Dean，远比这些网友的段子更为传奇。 这正是互联网最独特的文化之一：越是恶搞和离谱，大家越爱转，越觉得「懂了」。 谷歌首席科学家Jeff Dean 「Jeff Dean Facts」的创建者Kenton Varda在帖子中举出了他最喜欢的一个笑话： Jeff Dean把裤子一条腿一条腿地穿上，但如果他有超过两条腿，你就会看到他的方法实际上是O(log n)的。 笑话上半句故意把他写得像普通人，穿裤子也是一条裤腿一条裤腿穿。 反转在于假设他有n条腿，他不会蛮力遍历，而会「优化」到更高效的O(log n)对数时间算法。 这个笑话把工程师的技术执念刻画得淋漓尽致。 当上帝说「要有光」时，Jeff Dean就在那里做代码审 ...

强化学习大神David Silver，离开DeepMind了。 这位在DeepMind待了整整15年的元老级研究员已经出走，创办自己的AI公司Ineffable Intelligence。 根据注册文件显示，这家公司早在2025年11月就已悄然成立，Silver本人于2026年1月16日被正式任命为公司董事。 在正式离职DeepMind前的几个月里，他也一直处于休假状态。 Ineffable Intelligence总部设在伦敦，目前正在积极招募AI研究人才并寻求风险投资。 Google DeepMind的发言人证实了Silver的离职，并对其在职期间的贡献表示感谢。 除了在谷歌 DeepMind 的工作之外，Silver还是伦敦大学学院的教授，他将继续保持这一职务。 15年老兵，DeepMind的"Alpha系列"缔造者 作为强化学习团队的负责人，Silver主导或深度参与了DeepMind几乎所有里程碑式的项目。 他于2010年公司成立之初便加入，彼时DeepMind还只是一个小团队，Silver和Demis Hassabis在剑桥读大学时是老朋友，他们还一同创办过游戏公司Elixir Studios。 ...

谷歌Chrome拥抱Gemini 3，用38亿用户的绝对底牌向OpenAI宣战：浏览器不仅是入口，更是终结一切App的超级智能体！ 谷歌终于不再沉睡！ 就在刚刚，谷歌正式官宣或将改写互联网历史的重磅更新—— 所有桌面端Chrome浏览器，正式接入Gemini 3。 这意味着，全球38亿用户手中的浏览器，一夜之间从一个单纯的网页查看工具，进化为了一个全能的AGI入口。 此次更新最大的亮点，在于彻底改变了人与信息的交互方式。 Gemini 3不再是一个需要单独访问的网页，而是直接「住」进了 Chrome里。 得益于Gemini 3强大的多模态理解能力，Chrome现在可以像人类一样「看懂」网页，并执行复杂的操作。 想办个千禧风派对？ 只要一句话，「自动浏览」功能就能扫遍全网找同款，自动比价、自动领券、甚至直接加购，全程不用你操心预算。 更绝的，是处理那些让人头大的繁琐流程。 比如复杂的旅行规划，它能瞬间调动Gmail、地图、日历这套「谷歌全家桶」，把订酒店、查机票、同步日程安排得明明白白。 以前需要在几十个标签页里反复横跳的崩溃感，彻底成为了历史。 如果你是搞设计的，或者只是想修个图，Chrome现在内置的Nan ...

（原标题：?Robotaxi再迎重磅催化! Alphabet旗下Waymo估值跃至1100亿美元 商业化车队即将大爆发） 智通财经APP获悉，有媒体援引知情人士透露的消息报道称，谷歌母公司Alphabet旗下的全球Robotaxi(完全无人自动驾驶出租车)领军者Waymo正 计划在一轮融资中筹集大约150亿美元，此项最新融资也将使Alphabet旗下的这一聚焦于自动驾驶的业务部门Waymo估值高达惊人的1100亿美元里 程碑，全球Robotaxi商业车队即将迎来爆发式部署阶段。 在全球可监管市场，不同于特斯拉仍然处于宏大叙事以及"概念验证"阶段的Robotaxi业务，谷歌母公司Alphabet旗下的Waymo可谓代表当下最成熟 的Robotaxi落地模式与创收形态，更像是"已经创造出营收的规模化爬坡期业务"。Waymo大约1100亿美元的最新估值数字，可谓是全球Robotaxi领 域中公开披露中最高的估值，使它成为当前Robotaxi领域实际车队规模最庞大且最受资本市场认可的自动驾驶企业。 谷歌母公司Alphabet旗下的Waymo估值触及1100亿美元，加之近日英伟达与欧洲豪车领军者梅赛德斯-奔驰(Merc ...

Core Viewpoint - Alphabet is expected to report strong Q4 results for FY2025, with revenue projected at $111.45 billion, a year-over-year increase of 15.53%, and earnings per share (EPS) anticipated at $2.64, reflecting a 23% growth compared to the previous year [1][2]. Group 1: Financial Performance Expectations - The company has achieved double-digit EPS growth for the past 10 quarters, exceeding market expectations in the last four quarters, setting a positive tone for the upcoming earnings report [2]. - Analysts predict total revenue around $111.43 billion, with a year-over-year growth of approximately 15.5%, and a consensus EPS of $2.64, up from $2.13 a year ago, indicating a growth of about 23% [2]. Group 2: Key Growth Drivers - Cloud computing and advertising are identified as key growth drivers, with expectations for the cloud market to grow at a compound annual growth rate (CAGR) of approximately 15.7% post-2026, indicating strong market momentum [2]. - The digital advertising market is also expected to experience robust growth, with a projected CAGR exceeding 13% from 2026 to 2035, suggesting that the company is positioned in a high-growth market [2]. Group 3: Investor Focus Areas - Investors should closely monitor Google Cloud's backlog and profit margin trends, with expectations that the backlog will reach approximately $155 billion by Q3 2025, as any updates on conversion rates or 2026 guidance could affirm long-term growth prospects [4]. - The commercialization signals of artificial intelligence (AI) should be a focal point, particularly metrics related to Gemini adoption, enterprise customer cases, and new AI-driven search functionalities, which will help validate the rationale behind significant AI investments [4]. - Capital expenditures and free cash flow outlooks are critical, with Q4 capital expenditures expected to surge by 91.3% to $27.3 billion, raising concerns about whether such investments will translate into actual profit returns [4]. - Guidance for FY2026 regarding capital expenditures and free cash flow will be particularly important, as peak spending could indicate a turning point for sustainable profit margin growth [4]. Group 4: Management's Strategic Outlook - The decisive factor in the upcoming earnings report will not solely be whether revenue meets expectations, but rather management's outlook on the monetization path for AI in 2026 and the ability to demonstrate that high investments are translating into more efficient cloud services and smarter advertising products [5].

谷歌母公司Alphabet(GOOGL.US)将于周三美股收盘后(北京时间2月5日清晨)公布2025财年第四季度业 绩。市场预期其Q4营收将达到1114.5亿美元，同比增长15.53%；预期每股收益为2.64美元，同比增长 23%。 在过去一年里，Alphabet凭借AI技术的商业化落地、云业务的强劲增长以及广告市场的复苏，股价表现 远超标普500指数。 稳健的双位数增长 市场的三大核心焦虑 对即将发布的报告，投资者应该关注三大重点指标。首先，投资者应该密切关注谷歌云的订单积压和利 润率走势。预计到2025年第三季度，谷歌云的订单积压将达到约1550亿美元，任何关于转化率或2026年 业绩指引的更新都可能印证其多年增长的前景。 另一个值得关注的关键领域是人工智能的商业化信号。市场应该重点关注Gemini的采用指标、企业客户 案例，甚至是新的人工智能驱动的搜索功能。这将有助于了解巨额人工智能投入背后的逻辑。快速的市 场普及将证明这些投入的合理性，并有可能巩固积极的市场情绪。 最后一点值得关注的是资本支出和自由现金流的展望。市场目前预计Alphabet四季度的资本支出将飙升 91.3%至273亿美元。投资者担心巨 ...

Market Analysis by covering: Walt Disney Company, Eli Lilly and Company, Alphabet Inc Class A, Amazon.com Inc. Read 's Market Analysis on Investing.com ...

Core Insights - Google DeepMind is at the forefront of AI research, focusing on breakthroughs that impact science, business, and society, particularly in the context of the AGI race [1][3][4] - The company has made significant advancements, including the development of Gemini, which is now competitive with ChatGPT, and has roots in technologies originally developed by Google [3][4][28] - The investment made by Google in DeepMind in 2014, approximately £400 million (around $540 million), has potentially grown to hundreds of billions, highlighting the strategic importance of this acquisition [4][28] Company Overview - Google DeepMind was founded in 2010 in London by Demis Hassabis, Shane Legg, and Mustafa Suleyman, with the latter now working at Microsoft [2][3] - The company has been pivotal in Google's AI advancements, particularly with consumer-facing products like Gemini, which leverage DeepMind's foundational technologies [4][28] Technological Developments - The AI landscape has evolved significantly since the emergence of ChatGPT, with Google facing internal restructuring to adapt to the competitive environment [3][4] - DeepMind's previous breakthroughs, such as AlphaGo and AlphaFold, have set the stage for its current innovations, emphasizing the company's commitment to solving fundamental scientific problems [4][5] AGI and Future Prospects - The pursuit of AGI is a long-term mission for DeepMind, with expectations of achieving significant milestones within the next 5 to 10 years [10][11] - Current AI systems, including LLMs, face limitations in achieving true AGI, particularly in areas like continuous learning and creative hypothesis generation [7][8][10] Energy and Efficiency Challenges - There are physical limitations in AI development, particularly concerning energy consumption and computational power, which need to be addressed as the field progresses [11][12] - Innovations in model efficiency, such as the use of Distillation, are expected to enhance performance significantly, with annual improvements projected at around 10 times [12][13] Competitive Landscape - The AI industry is experiencing intense competition, with many players, including startups and established tech giants, vying for leadership [28][29] - Concerns about potential financial bubbles in the AI sector are acknowledged, with some segments showing signs of unsustainable valuations [32][33] Global AI Dynamics - The competition between the U.S. and China in AI development is intensifying, with Chinese companies like DeepSeek and Alibaba making notable advancements [35][36] - Despite rapid progress, there are questions about whether Chinese firms can achieve significant innovations beyond existing technologies [36][38] Collaboration and Integration - Google DeepMind operates as a central hub for AI research within Google, integrating technologies across various products and ensuring rapid deployment of new capabilities [41][42] - The collaboration between DeepMind and Google is characterized by a close iterative process, allowing for swift adjustments to strategic goals and product development [42][43]

IT之家 2 月 2 日消息，上周五，Alphabet 旗下谷歌公司成功说服旧金山一名联邦法官，驳回了消费者团 体提出的、针对该公司过往违规收集数据行为的逾 20 亿美元处罚申请。涉事行为为谷歌在用户关闭一 项核心隐私设置后，仍私自采集其数据。 美国联邦地区法院首席法官理查德・西博格驳回了相关申请，该申请要求判令谷歌返还其声称的 23.6 亿美元（IT之家注：现汇率约合 164.35 亿元人民币）非法获利，并叫停谷歌部分与广告相关的数据处 理行为。 去年 9 月，陪审团已作出裁决，认定谷歌在数百万用户关闭追踪功能的情况下，秘密收集其应用使用数 据，需承担相应法律责任。谷歌此前已向法官西博格游说，请求不要在该陪审团裁决基础上追加上述处 罚。 谷歌则反驳称，若法院下达禁令阻止其收集用户账户相关数据，将致使数百万应用开发者依赖的一项分 析服务陷入"瘫痪"。 西博格在裁决中指出，原告方未能证明存在任何"未来的、不可弥补的损害"，不足以支持法院发布永久 禁令、禁止谷歌相关数据采集行为。法官同时表示，消费者一方未能证明其有权主张谷歌返还获利，且 其对谷歌相关获利的估算"缺乏充分依据支撑"。 9 月的陪审团已为该集体诉讼的 ...