通信 谷歌、Meta 上调资本开支指引，我 国首个 NPO 光互连 MSA 启动 ——通信行业月报 证券研究报告-行业月报 同步大市(下调) 分析师：李璐毅 登记编码：S0730524120001 lily2@ccnew.com 021-50586278 通信相对沪深 300 指数表现 相关报告 《通信行业半年度策略：运力扩张，光互联迈 入新周期》 2026-06-29 《通信行业月报：康宁获亚马逊数十亿美元光 纤大单，硅光应用加速 》 2026-06-16 《通信行业月报：云厂商上调资本开支指引， 联系人：李智 地址： 上海浦东新区世纪大道1788 号T1 座22 楼 投资要点： 本报告版权属于中原证券股份有限公司 www.ccnew.com 请阅读最后一页各项声明 第1页 / 共35页 光芯片持续供不应求 》 2026-05-29 发布日期：2026 年 07 月 30 日 -2% 24% 50% 77% 103% 129% 156% 182% 2025.07 2025.11 2026.03 2026.07 通信 沪深300 资料来源：中原证券研究所，聚源 电话： 0371-65585629 地址： 郑州 ...

Alphabet Inc. is a leading global technology company, best known as the parent of Google. Its diverse business portfolio includes online search, digital advertising, cloud computing services, and cutting-edge artificial intelligence (AI) development. In the highly competitive AI sector, Google faces significant rivalry from tech giants like Microsoft, which is also heavily investing in advanced AI technology. On July 30, 2026, prominent investment firm UBS downgraded its rating for Google stock from Neutral ...

Let's pick up the green watering can from the gray crate on the table. Done. Hey, Duo. Kit all tools in the bin. Close the kit and put the kit back into the bin. On it. How are you today, Apollo. >> I'm a little nervous. Is that a microphone. >> Now, I'll put the scrubbing mitt and the spray bottle away on the top shelf together. Perfect. Now, I'll put the purple toy away in the blue toy box on the top shelf. ...

美东时间周四，美股三大指数集体走高，纳指涨超2.7%，站上25000点上方，标普500指数涨 超1.6%，道指涨近1.2%。费城半导体指数大幅反弹，终结日线5连跌，存储芯片方向集体狂 飙。美国公布多项关键经济数据， 美国6月PCE通胀阶段性回落， 为美联储暂停加息提供支 撑。 | 道琼斯工业 | 纳斯达克指数 | 标普500 | | --- | --- | --- | | 52208.06 | 25122.18 | 7437.63 | | +613.92 +1.19% +679.24 +2.78% +121.48 +1.66% | | | | 美国科技七巨头 | 中概科技龙头 | 中国金龙 | | 67085.01 | 3599.13 | 6502.80 | | +1492.75 +2.28% | +43.19 +1.21% +67.84 +1.05% | | 科技七巨头涨跌互现，受强劲财报提振， 微软飙涨超15% ，创2008年10月以来最大单日涨 幅，市值单日增长4500亿美元（约合人民币3万亿元） ；亚马逊、特斯拉涨超3.5%，英伟达涨 超2.6%；Meta续跌近8%，苹果跌超1%，谷歌小幅跟跌。 盘后 ...

Steve Huffman, co-founder and CEO of Reddit, speaks during WSJ Tech Live conference hosted by the Wall Street Journal at the Montage Laguna Beach in Laguna Beach, California, on October 21, 2024. As Google continues pushing AI-powered summaries to users, sites like Reddit aren't getting the kind of referral traffic they did in the past. Reddit has historically been a major beneficiary of Google search referrals, which have helped the company obtain users. But with Google providing more information on its ow ...

Google in April also agreed to invest up to $40 billion in Anthropic, building on a longstanding partnership between the two companies. in 2023, Google invested $300 million in the AI lab for a stake of about 10%, followed by another $2 billion months later. Anthropic and Nexus Data Centers declined to comment. Google did not immediately respond to CNBC's request for comment. Morgan Stanley declined to comment. WATCH: Anthropic's new AI model rivals Fable 5 and is cheaper as businesses fret about costs The ...

So even if he's talking against his own book, Ho is publicly standing on business. Like most in the industry, he believes that demand for inference will rise dramatically; that there will be a compute crunch soon; that the data center buildout is necessary. But what he's "paranoid" about is that competition from cheap models is forcing frontier labs onto a faster and faster treadmill of spending, and that revenue will never quite catch up. Ho doesn't buy the RSI dream What Ho describes is what analysts, wit ...

With help from its internal AI tools, Google says it has patched more security flaws in its Chrome browser in the last month than in the past two years combined. The tech giant announced on Thursday that it has fixed a whopping 1,072 security bugs in the last two versions of Chrome, both released in June. That is more than the number of bugs patched in the previous 23 versions released over the last two years, which totalled 1,036 fixes. Ever since the advent of LLMs, cybersecurity experts have warned that ...

Data-center developer Nexus Data Centers is in advanced talks to raise $15 billion for a Texas campus tied to Anthropic, with Alphabet's Google offering financial guarantees and supplying chips, the... ...

Key Takeaways Everyone is a Genius in a Bull Market Margin Washouts are a Necessary Evil This week, it became clear that the massive destruction in AI-related stocks was likely a product of forced selling. According to Goldman Sachs ((GS) ), more than 1.2 million leveraged retail trading accounts in South Image Source: Zacks Investment Research Extreme leverage fueled the last part of the AI run. The Kimi K3 release sparked violent selling in tech stocks. The rapid decline triggered widespread forced liquid ...