Core Insights - Alphabet's Q2 earnings exceeded expectations with revenue of $96.43 billion and net income of $28.196 billion, reflecting a year-over-year growth of 14% and 19% respectively [4][6] - The company raised its capital expenditure forecast for 2025 by $10 billion to $85 billion, driven by strong demand for its cloud products and services [9][10] Financial Performance - Q2 revenue reached $96.43 billion, surpassing the expected $94 billion, with a year-over-year increase of 14% [4] - Net income rose to $28.196 billion, up 19% from the previous year, with earnings per share at $2.31, exceeding the forecast of $2.18 [4] - Total costs and expenses for the quarter were $57.317 billion, leading to an operating income of $27.425 billion [5] Cloud Business Growth - Google Cloud revenue grew by 32% year-over-year to $13.62 billion, exceeding the expected $13.11 billion [5][6] - The previous quarter's growth rate for Google Cloud was 28%, indicating a strong upward trend [5] Advertising and Search Revenue - Search revenue was $54.19 billion, an 11.7% increase year-over-year, surpassing analyst expectations [6] - Total advertising revenue reached $71.34 billion, reflecting a growth of approximately 10.4% [6] - YouTube ad revenue was $9.796 billion, exceeding the expected $9.56 billion [6] AI and Future Investments - The company is increasing its investment in AI, with plans to attract top talent amid a competitive landscape [10] - Alphabet's AI search product, AI Overviews, has over 2 billion monthly active users, up from 1.5 billion in the previous quarter [10] - The Gemini application, featuring the company's AI chatbot, has over 450 million monthly active users [10]

截至 9 月底的财季里，Google 母公司（GOOGL）营收 882.68 亿美元、同比增长 15%，净利润 263.01 亿美元、同比增长 34%。超预期的增长来自借力 AI 的云业务，三季度收入增长 35% 至 113.51 美元。公布财报后，股票盘后上涨 6.9%。 亚洲市场降温，Moncler 三季度收入转跌。 今年前三季度收入增长 6% 的基础上，意大利奢侈品集团 Moncler（MONC.MI）第三季度收入下跌 3% 至 6.4 亿欧元，集团核心品牌 Moncler 三季度收入下跌 3%。品牌在各地区的销售额均下降，其 中最大市场亚洲的下降原因除了消费者信心不足，还有赴日旅游人数回落。Moncler 集团上个月获 LVMH 投资，三季度前曾是今年奢侈品行业集体遇冷下的 "黑马"。 马斯克的大模型公司继续融资，距上一轮仅 5 个月。 据媒体报道，马斯克的 xAI 正以 400 亿美元估值寻求融资。前一轮 5 月的融资里，xAI 拿到 60 亿 美元、估值 240 亿美元。这家公司一年半以前创立，旗下大模型 Grok 的最新功能包括创建应用程 序和生成图像。大模型行业里，OpenAI 本月筹集 66 ...