2026年资本开支指引翻倍 谷歌A(GOOGL.US)盘前跌超4%

Group 1 - Google's Q4 revenue exceeded expectations, growing 18% to $113.8 billion, surpassing the anticipated $111.5 billion, driven by accelerated growth in Google Services and the increasing importance of Google Cloud [1] - Q4 net profit reached $34.46 billion, a nearly 30% increase year-over-year, with operating profit growing 16% to $35.9 billion and maintaining a stable operating margin of 32% [1] - Earnings per share were $2.82, exceeding the expected $2.63 [1] Group 2 - The company announced an ambitious capital expenditure plan for 2026, projecting spending between $175 billion and $185 billion, significantly higher than the expected $119.5 billion [1] - A substantial portion of the capital expenditure will be allocated to enhancing Google DeepMind's AI computing capabilities and meeting "huge cloud customer demand" [1] - Additional funds will be directed towards strategic investments in the company's "other investments" segment and improving returns for advertisers [1]