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深夜大涨!谷歌市值首次突破3万亿美元,上周刚被告上法庭
Mei Ri Jing Ji Xin Wen·2025-09-15 22:25

Market Overview - On September 15, US stock indices opened higher, with the Dow Jones down 0.06%, the Nasdaq up 0.90%, and the S&P 500 up 0.46% [1] - Notable stock movements include Tesla rising over 6% after Elon Musk purchased more than 2.5 million shares, NIO up over 3%, Bilibili up nearly 7%, and Oracle up over 3% [3] Google Performance - Google shares increased over 3%, with its market capitalization surpassing $3 trillion for the first time, setting a new historical high [5] - Google now joins Nvidia ($4.26 trillion), Microsoft ($3.8 trillion), and Apple ($3.51 trillion) as the four companies with market caps exceeding $3 trillion [5] Google Cloud Growth - Analysts highlight Google's cloud division as a significant growth driver, with management indicating that approximately 55% of $106 billion in pending orders is expected to convert to revenue within two years, suggesting a clear revenue growth trajectory [7] - A recent court ruling allowed Google to avoid severe penalties in an ongoing antitrust lawsuit, which could positively impact its stock performance [7][8] Antitrust Lawsuit - A federal judge ruled against the US Department of Justice's request for Google to split its key businesses, allowing it to continue paying for exclusive search engine agreements [7][8] - The ruling acknowledged the changing competitive landscape driven by AI technology, which may benefit Google in the long run [8] AI Overview Controversy - Penske Media Corporation (PMC) filed an antitrust lawsuit against Google, claiming that Google's AI overview feature has negatively impacted website traffic and revenue for publishers [9][10] - PMC's CEO emphasized the need to protect journalistic integrity and the financial viability of digital media in light of Google's practices [10] - Google responded by stating that the AI overview feature enhances search utility and drives diverse traffic to various websites [10]