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UBS Lifts PT on Alphabet (GOOGL) Stock
Yahoo Finance· 2025-10-14 17:06
Alphabet Inc. (NASDAQ:GOOGL) is one of the Best Wide Moat Stocks to Buy Right Now. The company’s wide economic moat is primarily backed by its strong network effects and intangible assets. On October 9, UBS analyst Stephen Ju lifted the price target on the company’s stock to $255 from $237, while keeping a “Neutral” rating ahead of the Q3 2025 earnings report. As per the analyst, the ad revenue outlook has been improving for Alphabet Inc. (NASDAQ:GOOGL). In Q2 2025, YouTube advertising revenues rose by 13% ...
Google offers to tweak search results as EU antitrust fine looms
Reuters· 2025-10-14 16:55
Alphabet's Google has offered to make further changes to its search results in its latest attempt to avoid a European Union antitrust fine, according to a document seen by Reuters. ...
Amazon top idea in internet investing space, analysts also favor Alphabet, Meta
Proactiveinvestors NA· 2025-10-14 14:41
About this content About Sean Mason Sean Mason is a Senior Journalist at Proactive, having researched and written about Canadian and US equities for 20 years. Sean graduated from the University of Toronto with a BA in history and economics and has also passed the Canadian Securities Course. He previously worked at Investors Digest of Canada, Stockhouse, and SmallCapPower.com. Read more About the publisher Proactive financial news and online broadcast teams provide fast, accessible, informative and action ...
中金公司维持百度“跑赢行业”评级 目标价189美元
Xin Lang Cai Jing· 2025-10-14 11:53
中金公司维持百度"跑赢行业"评级,3Q收入承压但AI商业化进展亮眼,智能体、数字人需求强劲, GPU云增速超50%。公司推进AI改造与股东回报优化,净现金充裕。SOTP估值显示美股有55%上行空 间,25年非通用准则PE仅18倍,显著低于目标28倍,目标价189美元。 ...
中金:维持百度“跑赢行业”评级 目标价189美元
Ge Long Hui· 2025-10-14 11:50
中金公司维持百度"跑赢行业"评级,3Q收入承压但AI商业化进展亮眼,智能体、数字人需求强劲, GPU云增速超50%。公司推进AI改造与股东回报优化,净现金充裕。SOTP估值显示美股有55%上行空 间,25年非通用准则PE仅18倍,显著低于目标28倍,目标价189美元。 ...
Google 搜索产品副总裁:AI 搜索的尽头是清晰
3 6 Ke· 2025-10-14 07:56
听了个播客,挺长。 原稿英文,还好现在科技发达能直接翻译成中文。这期节目来自于Lenny's Podcast,一个搞产品管理、 用户增长和职业发展的节目。 嘉宾是Robbie Stein,他是 Google 搜索产品副总裁。 之前在 Instagram 做过产品总监,主导Stories、Reels 和 Close Friends 的诞生。如果你了解过古典国外互 联网发展史,会知道,他几乎亲手定义了社交产品如何表达。 现在他跳槽到谷歌,主导着Google 搜索的「提问方式」。 所以,整个播客围绕AI模式、AI驱动搜索的未来展开,我觉得蛮有意思,几乎逻辑是反着来。 01 主持人Lenny开场说,过去两年ChatGPT、Perplexity、Claude 等聊天机器人崛起,外界都认为Google 要 完蛋了,AI 终结了搜索。你怎么看? Robbie说:AI 没有改变人类基础需求,我们发现 AI 是扩张性的。 搜索是查答案;现在AI 让人能问出更复杂、模糊、带有情景的问题,所以,目前AI让问题变多了。 你可以拍一张鞋子照片问「我能在哪里买到这双鞋」,拍一道作业题问「第二问哪里错了」,甚至拍一 整排书架问「我还应该读 ...
Google to invest $15B in AI hub in southern India, its largest outside US
Invezz· 2025-10-14 07:33
Core Insights - Google plans to invest $15 billion over the next five years to establish an artificial intelligence data center in Andhra Pradesh, India, marking its largest-ever commitment in the country [1] Company Investment - The investment of $15 billion is aimed at enhancing Google's infrastructure for artificial intelligence [1] - This commitment signifies a strategic move by Google to strengthen its presence in the Indian market [1] Industry Impact - The establishment of an AI data center in India is expected to contribute to the growth of the artificial intelligence sector in the region [1] - This investment reflects the increasing importance of AI technologies in global markets and the competitive landscape [1]
“北京榜样•最美互联网从业者”提名人选|董志强:守护云端安全的掌门人
Sou Hu Cai Jing· 2025-10-14 07:12
以科技之力,筑牢网络安全坚固防线 ——腾讯云计算(北京)、腾讯安全副总裁、云鼎实验室负责人董志强 一个汉语言文学专业想当作家的人,最后却成了守护云端安全的掌门人。当时代的齿轮开始滚动,个人的偶然就会融为数字化浪潮的必然。腾讯安全副总 裁、腾讯云安全云鼎实验室负责人董志强在接受采访时,讲到自己如何跨专业来到网络安全行业,热爱、坚守成为职业生涯的注脚。 初时"文学人",此时"安全人" 董志强在全球数字生态大会上分享企业安全实践框架 董志强在网络安全圈内更为人熟知的,是那个颇有江湖气息的名字"Killer"。和许多早期安全极客一样,他从自学开始,一步步拆解病毒样本、通宵写检 测脚本,从门外汉逐渐成长为能够独当一面的安全技术高手。 真正让"Killer"这个名字被大众所知的,是2007年初那场席卷全国的"熊猫烧香"病毒事件。董志强开发的免费安全工具"超级巡警",成功拦截该病毒,一战 成名。他持续深耕反病毒技术,陆续推出FFI病毒分析工具、Arp防火墙等一系列实用工具,为早期中国互联网企业筑牢第一道防线。 随着网络黑产逐渐呈现专业化、高科技化趋势,董志强也把目光投向更隐蔽的战场。2017年,他带领云鼎实验室团队,协助相 ...
Google to invest $15 billion in AI data centre in biggest India investment
Yahoo Finance· 2025-10-14 07:09
By Munsif Vengattil and Sarita Chaganti Singh BENGALURU (Reuters) -Google will invest $15 billion over five years to set up an artificial intelligence data centre in India's southern state of Andhra Pradesh, a company official said on Tuesday, for its biggest ever investment in the world's most populous nation. Google has committed to spending some $85 billion this year to build out data centre capacity as big tech companies spend heavily on building new data centre infrastructure as they compete to fill ...
腾讯全面启动青云奖学金,每位可获价值50万元支持
Xin Lang Cai Jing· 2025-10-14 06:59
Group 1 - Tencent has launched the Qinyun Scholarship, focusing on basic research and application innovation in the field of artificial intelligence, targeting master's and doctoral students from mainland China and Hong Kong, Macau, and Taiwan [2] - The first phase of the scholarship will select 15 winners, each receiving a total of 500,000 RMB in cash and computing resources, including 200,000 RMB in cash for research activities and personal development, and 300,000 RMB worth of cloud heterogeneous computing resources [2] - Tencent's investment in research and development has been significant, with 70.7 billion RMB allocated for 2024 and over 379.5 billion RMB since 2018, with 73% of its workforce in technology-related roles [2] Group 2 - Tencent previously launched the Qinyun Plan, aimed at recruiting top global technology talent through customized training programs and competitive compensation, targeting PhD graduates from 2024 to 2026 and master's graduates from 2025 onwards [3] - The Qinyun Plan includes a dual-mentor system, specialized job mentors, and project advisors, along with customized training options such as offline learning and visits to top laboratories [3] - The competition for AI talent among major companies is intense, with Tencent hosting an algorithm competition in June with a cash prize pool of 1 million RMB, and the champion team receiving 2 million RMB [3] Group 3 - Other major companies like Alibaba and JD.com are also actively recruiting AI talent, with Alibaba launching a large-scale campus recruitment drive targeting top global universities and JD.com offering unlimited salary packages for AI-related positions [4] - A report indicates that the number of new AI job postings has increased over tenfold in the first seven months of this year, with a significant rise in resume submissions, highlighting a talent shortage in the AI sector [4] - The competition for AI talent is expected to continue, with a supply-demand ratio of only 0.39 for search algorithm talent, indicating a high demand for skilled professionals [4]