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广州高中生借助腾讯混元大模型，设计和制作小程序，预测高原反应风险；甘肃乡村课堂里，腾讯的 AI课程让偏远学生享受优质的教育资源；腾讯的"物种之眼"AI模型，可以识别286种中国本土兽类和鸟 类物种…… 7月1日，记者了解到，2024年度《腾讯可持续社会价值报告》（以下简称《报告》）正式公布，报告用 众多场景，系统展示了在AI技术迅猛发展的当下，腾讯以AI赋能社会价值的实践答卷。 在报告中，腾讯公司董事会主席兼CEO马化腾表示，AI向善，对于腾讯不是一种外在要求，而是内化 为腾讯的自我驱动。马化腾认为，AI的发展将进入"技术创新——技术扩散—技术再创新"的上升螺旋， 易用的产品是技术扩散的关键载体，而AI最终将通过创造社会价值，获得用户认可与应用扩散。 AI加速创新并将社会价值放在首位 在深圳的一家医院里，43岁的叶敏（化名）因休克情况危急。被送进ICU后，医护团队时刻紧盯着监护 仪上各项数据，光要找出休克的原因，之前至少需要两三个小时。腾讯与迈瑞医疗联合研发的重症大模 型——启元，迅速梳理叶敏的各项医疗数据，数秒间就给出了病情分析和治疗建议，为医护人员提供了 关键的决策支持。 AI正在成为变革世界与生活的重要 ...

ab 26 June 2025 Global Research Meta Platforms Benefitting from Consumer AND Advertiser Demand for AI Key Takeaways Concurrent with the 90+ page UBS Q-series report ("Will AI Demand be Sufficient to Justify the Investment?") highlighting the broader economy's demand for AI products, we raise our price target on META shares from $683 to $812. This is in view of the longer term opportunity for the company to extract incremental revenue from various AI products – in particular the two (out of the five) that CE ...

Valuation matters for Alphabet stock. Alphabet (GOOG -0.70%) (GOOGL -1.24%) stock is acting a bit erratic Monday morning, first rising nearly 2% in early trading, and then giving up all its gains and falling into the red. As of 11:05 a.m. ET, the Google parent company is down 0.3%. And why? Good news from Canada The "up" part of this story is easier to explain than the "down." On Sunday, Canada announced it will rescind a proposed Digital Services Tax (DST) that threatened to impose high costs on tech compa ...

Core Insights - Alphabet Inc. is facing increasing scrutiny and competition, particularly in its autonomous driving unit, Waymo, and its core productivity suite, Google Workspace [2][9][10] - The company reported strong financial performance in Q1 2025, with revenue of $90.24 billion and EPS of $2.81, but must navigate significant challenges to maintain its market position [13] Group 1: Waymo and Autonomous Driving - Waymo aims to create a fully autonomous driving system, with millions of miles driven on public roads and services launched in Phoenix and San Francisco, now expanding to Los Angeles and Austin [3][4] - The long-term potential for autonomous ride-hailing is substantial, with the possibility of multi-billion-dollar revenue streams, but monetization remains limited and public perception poses challenges [4][5] - Tesla's rapid rollout of its robotaxi program presents a direct threat to Waymo, with Tesla's model allowing car owners to participate in ride-hailing, potentially scaling faster and achieving profitability sooner [6][7][8] Group 2: Competition and Market Dynamics - OpenAI's plans to develop a new workspace productivity platform could challenge Google Workspace, which is crucial for Alphabet's revenue and supports its advertising ecosystem [9][10][11] - If OpenAI's platform proves to be more innovative, it could disrupt Alphabet's enterprise market share over time, impacting the company's overall ecosystem [11][12] Group 3: Financial Performance and Future Outlook - Alphabet's stock forecast indicates a potential upside of 12.71%, with a target price of $199.95 based on analyst ratings [12] - The company must defend its core businesses against emerging competitors while converting long-term investments like Waymo into growth drivers to avoid falling behind [14]

智通财经6月30日电，谷歌签署200兆瓦清洁聚变电力的承购协议。 ...

"We're in an asset bubble, and TQI can help you navigate it profitably" In addition to our work on Seeking Alpha, we publish best-in-class investing tidbits and research insights at TQI Tidbits [free newsletter], Twitter, and LinkedIn. Follow for more investing content. I am Ahan Vashi, a seasoned investor with professional background in equity research, private equity, and software engineering. I currently serve as the Chief Financial Engineer at The Quantamental Investor, a community pursuing financial fr ...

Core Viewpoint - Bill Ackman, through his hedge fund Pershing Square Capital Management, has made a significant investment in Alphabet, indicating confidence in the company's future in the AI sector [1][4]. Investment Details - Pershing Square holds 14% of its $11.9 billion portfolio in Alphabet, with investments in both Class A and Class C shares valued at over $1.67 billion as of Q1 2025 [3][6]. - Ackman initiated his position in Alphabet in Q1 2023, following initial concerns about Google's AI capabilities compared to competitors like OpenAI [4][5]. Performance and Analyst Sentiment - Alphabet has been a profitable investment for Ackman, with shares increasing over 60% since Q1 2023 [6]. - Wall Street analysts show a favorable outlook, with 16 out of 68 recommending Alphabet as a strong buy and an average 12-month price target suggesting a 17% upside potential [8][9]. Competitive Position and Challenges - Despite some concerns regarding antitrust issues and competition from generative AI, Alphabet's valuation is attractive, with a forward price-to-earnings ratio of 18.3, the lowest among the "Magnificent Seven" stocks [9]. - Alphabet's advancements in AI, such as the successful integration of AI features in its search engine and the growth of Google Cloud, are noteworthy [10]. Future Growth Potential - The company is expected to benefit from ongoing AI developments, and its Waymo self-driving car unit is seen as a potential significant growth driver [12].

Reliable high-speed internet for your home 🛰️❤️Othell Hamilton (@HamiltonOthell):I'm officially caught up with the Internet world! @Starlink I didn't know how bad my fiber to the house was until I hooked this baby up! https://t.co/RQzOzAzzPj ...

谷歌母公司Alphabet涨幅扩大至1.9%，刷新日高。 ...