Rossington进一步分析指出，若谷歌最终实现TPU的对外商业化，到2030年或可创造相当于英伟达 (NVDA.US)10%的营收，并为谷歌当前市值增加约6%的价值。此前有报道称，Meta(META.US)正就 TPU合作事宜与谷歌进行谈判。 "完整的AI战略正通过Gemini 3的发布及TPU潜在的外部商业化等举措取得实质性进展。由Gemini驱动 的AI计划及其商业化成果，将为谷歌的长期发展前景注入新动力，"Rossington表示。 智通财经APP获悉，汇丰银行表示，谷歌(GOOGL.US)Gemini 3系列大型语言模型的成功，已为这家科 技巨头的搜索业务化解了潜在的生成式AI颠覆风险。 汇丰分析师Paul Rossington在给客户的报告中写道："我们认为Gemini 3 Pro是优于ChatGPT 5.1的前沿模 型，这增强了我们对谷歌搜索在市场中不仅能守住份额、更能持续增长的信心。"基于对Gemini 3前景 的看好，Rossington维持对谷歌的"买入"评级，并将目标价从335美元上调至370美元。 在Gemini 3备受赞誉之际，有报道称ChatGPT的开发公司OpenAI正在研发代 ...

Group 1: Market Overview - The Hong Kong stock market indices continued to rebound, with the Hang Seng Index rising by 0.69%, the Hang Seng China Enterprises Index increasing by 0.87%, and the Hang Seng Tech Index gaining 1.2% [2] - The total market turnover reached HKD 231.1485 billion, with short-selling amounting to HKD 44.977 billion, representing 21.97% of the total turnover [2] - Northbound trading saw a net inflow of HKD 11.166 billion, with Alibaba, Kuaishou, and Ganfeng Lithium being the most actively bought stocks [2] Group 2: Sector Performance - The technology sector led the gains, with notable increases in stocks such as 6.03% for Wanguo Data, 5.22% for Bilibili, and 4.56% for Baidu [3] - Xiaomi's stock rose by 4.35%, supported by an increase in shareholding by its founder Lei Jun to 23.26% [3] - Apple-related stocks also performed well, with significant gains for companies like GoerTek and Lens Technology [3] Group 3: AI Industry Developments - Google launched the Gemini 3 series, which significantly outperformed previous models in various tasks, achieving nearly double the processing speed and supporting up to 2 million tokens for context [7] - Alibaba introduced the Qianwen App, a C-end AI assistant that integrates various services within its ecosystem, achieving over 10 million downloads in its first week [8] - OpenAI released ChatGPT 5.1, which has seen a surge in active users, with projected revenues for 2025 expected to exceed USD 20 billion, a 54% increase from previous forecasts [9] Group 4: Investment Recommendations - The report suggests focusing on the development of C-end ChatBot/Agent products by internet companies, highlighting the potential impact on user engagement and consumption habits [10] - The performance improvements in foundational models like Gemini 3 and ChatGPT 5.1 validate the ongoing demand for AI technologies, supporting investment in this sector [10] - Attention is drawn to Alibaba's advantages in model and cloud services, particularly in expanding its B-end customer base and enhancing its commercial ecosystem [10]

周一，随着Alphabet的市值逼近4万亿美元，有望成为第四家进入这一巨头俱乐部的公司，这家谷歌母公司无疑已正乘着人工智能驱动的上涨行情一 路高歌猛进。 而在不少业内人士看来，当这家在业内垂直整合程度最高的AI大厂加冕"王冠"之际，整个硅谷都可能随之颤抖，因为随之而兴起的"谷歌 链"，可能会令原有的AI供应链版图彻底重塑…… 近来，投资者对谷歌最新的AI大厦模型Gemini 3、即将推出的第七代张量处理单元(TPU)、在AI图像生成平台Nano Banana Pro方面的进 展，以及名为"Google Antigravity"的新智能体平台，都做出了积极反应。 Melius分析师Ben Reitzes指出，这家谷歌母公司已实现了在"人工智能领域的强势回归"，其最新升级版Gemini人工智能模型和自主研发的 TPU，已令部分投资者"深恐Alphabet将提前赢得人工智能战争"。 Reitzes表示，若Alphabet最终胜出，将"实际损害"他目前关注的"多只AI股票"，因此他警告投资者"需做好应对波动的准备"。 Reitzes指出，Alphabet之所以能对许多AI公司构成威胁，在于其"是垂直整合程度最高的AI ...

🚀🚀Jeff Lutz 🔋 (@thejefflutz):Grok 4.1 > ChatGPT 5.1 and Pro, it’s not even close (quality + speed) so far in early testing … 🤯 ...