谷歌表示，今年的资本支出将高达1850亿美元，远高于分析师此前预计的1195亿美元。根据汇编数据， 其第四季度剔除合作伙伴分成后的销售额达到972.3亿美元，也超过952亿美元的平均预期。 更值得关注的是，2026年的预期支出总额将超过这家互联网搜索巨头过去三年资本支出的总和。首席执 行官桑达尔.皮查伊向投资者强调，这些投入至关重要。他在周三的声明中表示："我们看到AI投资及基 础设施正在全方位推动收入和增长。搜索引擎的使用量创下历史新高，AI正持续驱动扩张性增长。" 尽管皮查伊一再强调AI投资的重要性，但这一消息仍令华尔街大为震惊。截至周四盘前，谷歌股价跌 逾4%。 半导体供应链成最大赢家 然而，在投资者消化这一决策的同时，由于市场预期谷歌巨额资金将流入多家合作企业，从而带来发展 红利，英伟达(NVDA.US)、博通(AVGO.US)等股价纷纷走高。 为在人工智能(AI)领域确立领先地位，谷歌(GOOGL.US)正以前所未有的规模加大资本投入。该公司近 日公布的季度营收超出市场预期，并宣布了一项远超分析师预测的巨额资本支出计划，旨在大规模建设 数据中心与基础设施，以赢取AI时代的竞争优势。 根据谷歌的规划， ...

Core Insights - The fourth quarter earnings season is ongoing, with major companies like Alphabet, Amazon, AMD, Qualcomm, and Palantir reporting results [1] - As of January 30, 33% of S&P 500 companies have reported their fourth quarter results, with an estimated 11.9% increase in earnings per share, marking the 10th consecutive quarter of annual earnings growth for the index [2] - Analysts had initially expected an 8.3% increase in earnings per share, which was revised upwards due to strong performance from tech companies [4] Group 1: Earnings Performance - The S&P 500 is projected to achieve its fifth consecutive quarter of double-digit earnings growth, reflecting a robust earnings season [2] - The earnings growth estimate for the fourth quarter has been raised from an initial expectation of 8.3% to 11.9%, indicating a positive trend in corporate profitability [4] Group 2: Market Influences - Big Tech companies are setting the tone for the earnings season, with ongoing capital expenditures and themes such as artificial intelligence and economic policies influencing market dynamics [5] - Upcoming earnings reports from companies like Disney, Chipotle, PepsiCo, Uber, and Snap are anticipated to provide further insights into market trends and consumer behavior [5]

科技板块的焦虑情绪正在引发连锁反应，投资者对人工智能及其颠覆性影响的看法出现逆转，市场波动性显著加剧。 在此背景下，软件行业的抛 售潮迅速蔓延至芯片制造商和巨型科技股，导致卖盘压力自我强化，进而波及全球股市、加密货币及大宗商品市场。 最新交易显示，芯片行业成为重灾区，AMD股价暴跌17%，Palantir下挫12%。与此同时，Alphabet宣布今年资本支出将翻倍，较分析师预期高出 50%以上，这一激进的支出计划引发了市场对其回报前景的担忧，导致其股价在盘前一度大幅下挫，尽管随后跌幅收窄，但仍处于亏损状态。 AMD NASDAQ: AMD : 200.19 USD 十 关注 -41.92 (17.31%) ↓ 今天 帕兰泰尔 NASDAQ: PLTR : 139.54 USD -18.34 (11.62%) ↓ 今天 收盘时间: 2月5日 GMT-5上午8:19 • 免责声明 开盘前 135.03 -4.51 (3.23%) | 1 天 | 5 天 | 1 个月 | 6 个月 | YTD | 1 年 | ５年 | 最大 | | --- | --- | --- | --- | --- | --- | --- | ...

Google Stock: Google Earnings Beat As Cloud Computing Momentum Builds | Investor's Business DailyBREAKING: [Futures Fall, Bitcoin Dives; Google Tumbles]---Google parent Alphabet (GOOGL) delivered fourth-quarter earnings and revenue that topped consensus estimates as cloud computing revenue came in well above expectations but YouTube ad revenue missed. Google stock fell on Thursday as Wall Street mulled a huge increase in capital spending aimed at artificial intelligence leadership that will hit free cash fl ...

Dow Jones Futures Fall, Bitcoin Dives Below $70,000; Google AI Spending Stuns | Investor's Business DailyBREAKING: [Futures Fall, Bitcoin Dives; Google Tumbles]---Dow Jones futures fell early Thursday, along with S&P 500 futures and Nasdaq futures. Google-parent Alphabet (GOOGL) reported strong earnings and massive AI capital spending. The stock market saw further pain for tech stocks in Wednesday's session as well as AI-related names and high-beta names broadly, with Advanced Micro Devices (AMD) leading th ...

Teads HomeScreen Inventory Now Reaches Over 500M TV DevicesNEW YORK, Feb. 05, 2026 (GLOBE NEWSWIRE) -- Teads, the omnichannel outcomes platform, has partnered with Google TV to expand its connected TV (CTV) HomeScreen ad inventory significantly. This strategic partnership gives brands access to one of the most prominent, high-attention placements on connected television, appearing as the first visual impression on Google TV devices across major global markets, including the US and UK. With Google TV Masthea ...

2025年对谷歌而言是一个标志性年份。 美东时间2月4日盘后，谷歌母公司Alphabet发布2025年财报，全年营收达到4028.4亿美元，首次站上四 千亿美元关口。在激烈的AI竞赛中，这家硅谷巨头依然掌握着主动权。 不过，伴随着亮眼业绩的还有巨额的投入。谷歌在财报会议中同时宣布，预计2026年资本支出将达到 1750亿美元至1850亿美元，较2025年的910亿美元几乎翻倍。财报披露后，谷歌股价在盘后交易中一度 大幅跳水，最大跌幅超7%。 人工智能已不再是未来图景，而是驱动当下增长的强大引擎，但同时，要维持这股势头，其代价正变得 越来越高。 谷歌云增长48% 就在两年前，华尔街还在担忧ChatGPT的横空出世将瓦解谷歌的搜索护城河，甚至有人预言这家互联网 科技巨头将面临"柯达时刻"。然而，随着其2025财年第四季度及全年财务报告发布，扎实的业绩数据已 然回应了此前市场的种种疑虑。 年报显示，公司全年营收达到4028.4亿美元，同比增长15%。净利润达到1321.7亿美元，同比增长 32%，利润率不降反升，这在科技巨头大规模投资AI的阶段显得格外突出。 第四季度营收为1138.3亿美元，同比增长18%，净利润 ...

Autonomous driving and fully driverless robotaxis could be the future of automotive transportation -- and that future is coming fast. A recent report from McKinsey predicts that 2030 could be the year when robotaxis achieve mass deployment around the world. McKinsey defines a robotaxi as a "vehicle on demand" operating in urban areas with autonomous driving capabilities of Level 4 (able to function without a human driver ready to take over) or Level 5 (fully autonomous in any environment and conditions). ...

A slump in technology stocks snowballed into Asia as mounting anxiety over frothy valuations and massive artificial intelligence spending drove investors to trim exposure.MSCI’s gauge of Asian tech shares slid on Thursday for a fifth time in six sessions with Samsung Electronics Co. and SoftBank Group Corp. among the losers. South Korea’s Kospi Index  — a poster child for AI investments — led the losses, dropping 3.9%. Sentiment was further hit as Alphabet Inc., Qualcomm Inc. and Arm Holdings Plc fell in ex ...

There have been many AI-driven selloffs in the three years since ChatGPT burst into the mainstream. Nothing, though, quite rivals the rout rippling through stock and credit markets this week.For one, there’s the sheer speed and breadth of it. In the span of two days, hundreds of billions of dollars were wiped off the value of stocks, bonds and loans of companies big and small across Silicon Valley. Software stocks were at the epicenter, plunging so much that the value of those tracked in an iShares ETF has ...