中国质量新闻网讯 近日，厦门市翔安区市场监管局牵线搭桥，推动"翔安百业"品牌与谷歌跨境电商加 速中心深度联动，成功举办"企业增长新路径：谷歌广告驱动企业品牌化出海"专题培训活动。此次培训 精准聚焦辖区中小企业跨境电商运营痛点，通过定制化课程与全方位服务，为"翔安百业"品牌提质增 效、拓展国际市场注入强劲动力，是该区优化营商环境、服务企业发展的具体实践。 当前，跨境电商已成为外贸增长的核心引擎，但翔安区不少中小企业在出海进程中屡屡碰壁，普遍面临 跨境运营经验匮乏、合规意识薄弱、海外市场渠道不畅等难题，制约了企业海外拓展的步伐。作为"翔 安百业"品牌培育的牵头单位，翔安区市场监管局始终将破解企业发展难题作为工作重点，通过前期深 入走访调研、组织企业座谈会等多种形式，精准捕捉企业在跨境电商领域的核心需求，最终敲定与谷歌 跨境电商加速中心携手，量身打造契合翔安企业实际的培训课程，全力打通企业跨境出海的"堵 点"与"难点"。 为推动培训成效真正落地生根，翔安区市场监管局在活动现场专门设立"翔安百业"品牌服务咨询台，安 排专人向企业详细解读品牌培育政策、知识产权保护流程及跨境电商相关扶持措施，为企业提供"一对 一"的精准 ...

III 头杀 @不可史意 头景 @ F 头杀 @不可史意 B lare A 124.00 亚洲城 委员会2 a mag 44 22 or an 22195 aran and the mail of the mail of the mail of the mail of the mail of the mail of the mail of the mail of the mail of the mail of the mail of the mail on the see and the mai 2 3012 2 1892 2 1885 I fase 21000 inte 3 cutt 11:55 2 287 සිකිර 988 2003 7:49:3 175 ands Hall EMSERS ##d .. PODDULE T 头条 (1) 最近美国金融圈发生了两件大事，一件是美联储的利率决策，另一件是几家科技巨头公布了季度成绩单。这两件事看似各自独立，其实背后有着千丝万缕的 联系，共同影响着市场的风向。 美联储最近把利率下调了一些，这是今年以来的第二次降息。同时他们还宣布，从12月开始就不再收缩资产负债表了 ...

Investment Rating - The investment rating for the company is "Outperform" [5] Core Insights - The company reported Q2 2025 revenue of $96.4 billion, a year-over-year increase of 14%, with net profit reaching $28.2 billion, up 19% [1][11] - Advertising revenue was strong, totaling $71.3 billion, a 10% increase year-over-year, driven by growth in retail, financial services, and healthcare sectors [1][8] - The cloud business showed robust demand, with revenue of $13.6 billion, reflecting a 32% year-over-year growth, and an operating profit margin (OPM) improvement to 20.7% [2][9] - The company has increased its 2025 capital expenditure (CAPEX) guidance to $85 billion, with Q2 CAPEX at $22.4 billion, a 70% increase year-over-year [2][10] Summary by Sections Advertising Performance - Q2 2025 advertising revenue reached $71.3 billion, a 10% increase year-over-year, with search advertising contributing $54.2 billion, up 12% [1][8] - YouTube advertising revenue was $9.8 billion, a 13% increase, supported by direct response and brand advertising [1][8] - AI tools have significantly enhanced advertising performance, with clients using AI Max and Smart Bidding seeing conversion increases of 14% and 19%, respectively [1][8] Cloud Business - Cloud revenue was $13.6 billion, a 32% increase year-over-year, with OPM rising to 20.7%, up 9.4 percentage points [2][9] - The number of transactions over $2.5 million doubled year-over-year, and new customer acquisition for Google Cloud Platform (GCP) increased by nearly 28% [2][9] - Despite accelerated server deployment, supply-demand tension is expected to persist into 2026 [2][9] Capital Expenditure - The company has raised its 2025 CAPEX forecast to $85 billion, with Q2 CAPEX at $22.4 billion, allocated primarily to servers and data centers [2][10] - The increase in CAPEX reflects strong demand for cloud products and services, with further increases anticipated in 2026 [2][10] Financial Forecasts - Revenue projections for 2025-2027 have been slightly adjusted upward to $393.9 billion, $442.6 billion, and $486.3 billion, respectively, with net profit forecasts also increased [3][4] - The company expects EPS to grow from $8.27 in 2024 to $11.51 in 2027, with a projected PE ratio decreasing from 23 to 17 over the same period [4][24]

Company Updates - Tesla reported a significant decline in Q2 performance, with a 12% year-over-year drop in revenue and a 23% decrease in EPS, marking the largest sales decline in a decade. The automotive business revenue fell by 16%, continuing a trend of double-digit declines over two consecutive quarters. The company reaffirmed plans to launch new vehicles and the Cybercab, with a warning from CEO Elon Musk about challenging conditions in the upcoming quarters [10][12] - Alphabet, Google's parent company, exceeded Q2 earnings expectations and raised its full-year capital expenditure forecast to $85 billion, which is $10 billion higher than previous estimates. The strong performance was driven by robust growth in cloud services and search advertising, although there are concerns about profitability due to increased capital spending [4][12] Industry Insights - The U.S. and Japan have reached a trade agreement that lowers tariffs on Japanese automobiles to 15%, which has raised concerns among American automakers about competitive disadvantages. The agreement is seen as a potential template for future U.S.-EU trade negotiations [11][21] - The Chinese Ministry of Commerce announced that Hainan Free Trade Port will officially close on December 18, with 74% of imported goods subject to zero tariffs. This move is expected to enhance trade facilitation and regulatory efficiency in the region [9][10] - The AI sector is poised for significant growth as the U.S. government has released an "AI Action Plan" aimed at accelerating AI development through regulatory relaxation and increased energy supply for data centers. Major players like OpenAI, Microsoft, and Amazon are expected to benefit from these initiatives [14]

点击 上方 硬AI 关注我们 谷歌母公司Alphabet周四盘后公布的第一季度业绩显示，得益于其搜索广告业务持续强劲的表现，该公司营收和利润均 超出分析师预期，部分抵消了云计算部门增长放缓的影响。根据财报，Alphabet第一季度资本支出飙升至172亿美元，高 于去年同期的120亿美元，也略高于市场预估的171亿美元。公司预计2025年全年资本支出将达到750亿美元，用于建设 数据中心等项目，较2024年的530亿美元显著增加。良好业绩刺激该公司股价盘后一度上涨6%。 硬·AI 作者 | 赵雨荷 编辑 | 硬 AI 谷歌母公司Alphabet周四盘后公布的第一季度业绩显示，得益于其搜索广告业务持续强劲的表现，该公司 营收和利润均超出分析师预期，部分抵消了云计算部门增长放缓的影响，而且一季度资本支出大增的同 时，该公司表示将继续大幅提高资本支出，刺激该公司股价盘后一度上涨6%。 以下是Alphabet财报要点： 主要财务数据： 营收： Alphabet第一季度营收902.3亿美元，高于分析师预期的891亿美元。剔除合作伙伴分成后的 第一季度营收为765亿美元，高于分析师平均预期754亿美元 净利润： Alpab ...