高盛认为在AI基础设施建设热潮中，投资者应将仓位从芯片股转向云计算巨头。 周四，Alphabet股价单日大涨10%，市值单日增加4210亿美元，创下该公司有史以来最大单日市值增 幅，同时也是美国企业史上第二大单日市值增加纪录。 （谷歌股价近一年走势） 与此同时，英伟达股价下跌逾4%，跌破200美元关口，单日跌幅金额近10美元。 高盛资深半导体分析师Jim Covello在致客户报告中建议"做多超大规模云服务商、低配半导体"。 Covello在报告中指出，当前市场对超大规模云计算商的投资回报率定价，已反映了"相当程度的悲观预 期"，导致该板块估值倍数被大幅压缩。相比之下，半导体股估值已明显偏高。 谷歌云强劲增长，点燃市场热情 Alphabet此轮暴涨的导火索是一份亮眼的季度业绩报告。 谷歌云业务单季营收增速达63%，令投资者印象深刻。云业务运营利润率从一年前的17.8%大幅扩张至 32.9%，管理层将此归因于更高效的技术基础设施和流程创新。 摩根大通分析师Doug Anmuth在周四的研报中写道： Alphabet市值逼近英伟达，差距收窄至约2030亿美元 强劲业绩推动Alphabet股价创下历史新高，据道琼斯 ...

公众号记得加星标⭐️，第一时间看推送不会错过。 英伟达的两大客户可能正在变成它最大的威胁。 三年来，英伟达的股价逆势上涨，其理由是人工智能行业需要它的芯片。周三，谷歌和亚马逊公布 了第一季度财报，两家公司都表示有意直接向客户销售自家定制的人工智能芯片。 亚马逊首席执行官安迪·贾西在本月初致股东的年度信中向英伟达发起了挑战。 "到目前为止，几乎所有的人工智能都是在英伟达芯片上实现的，但新的转变已经开始，"杰西写 道，并补充说，亚马逊"很有可能"开始直接向客户出售其芯片。 他在公司周三的财报电话会议上给出了该计划的时间表，称亚马逊"很有可能"在"未来几年"开始在 其自己的云之外提供完整的 Trainium 芯片机架。 谷歌做出了更强有力的承诺，并给出了更近的时间表。 周三，谷歌首席执行官桑达尔·皮查伊首次公开表示，该公司计划今年向"部分客户"的数据中心交 付TPU芯片，但他表示，这些销售的"绝大部分"收入要到2027年才能实现。 皮查伊表示，谷歌的半导体业务蕴藏着巨大的机遇，这也有助于为下一代芯片的研发提供资金。这 种良性循环有望为谷歌打造一个庞大的商业帝国。摩根士丹利在去年12月的一份研究报告中指 出，到202 ...

据广州日报近日报道， 全球科技巨头谷歌（Google）正式签订合同，入驻位于天河CBD珠江新城的城市 地标广州国际金融中心（西塔）， 预计 2026 年第三季度正式投入运营。 ...

Did Nvidia Just Deliver a Breakout Fake-Out? Why DipBuyers Should Welcome a Dip - 24/7 Wall St. Did Nvidia Just Deliver a Breakout Fake-Out? Why DipBuyers Should Welcome a Dip By Joey Frenette Published Apr 30, 9:11PM EDT Quick Read Nvidia (NVDA) fell 8% below $200 per share after briefly rejoining the $5 trillion club, facing potential weakness to the $170-180 channel as Alphabet (GOOG) closed its market cap gap to $4.6 trillion following a 10% surge on a strong quarterly result. Meta Platforms (META) and ...

Fast forward a year and Amazon's new CEO Andy Jassy described generative AI as a "once-in-a-lifetime" technology that is already being used across Amazon to reinvent customer experiences. At the 8th Future Investment Initiative conference, Elon Musk predicted that by 2040 there would be at least 10 billion humanoid robots, with each priced between $20,000 and $25,000. Do the math. According to Musk, this technology could be worth $250 trillion by 2040. Put another way, that's roughly equal to: And here's th ...

When Jeff Bezos said that one breakthrough technology would shape Amazon's destiny, even Wall Street's biggest analysts were caught off guard. Put another way, that's roughly equal to: And here's the wild part — this $250 trillion wave isn't tied to one company, but to an entire ecosystem of AI innovators set to reshape the global economy. It's a leap so massive, it could reshape how businesses, governments, and consumers operate worldwide. Even if that $250 trillion figure sounds ambitious, major firms lik ...

When Jeff Bezos said that one breakthrough technology would shape Amazon's destiny, even Wall Street's biggest analysts were caught off guard. At the 8th Future Investment Initiative conference, Elon Musk predicted that by 2040 there would be at least 10 billion humanoid robots, with each priced between $20,000 and $25,000. Do the math. According to Musk, this technology could be worth $250 trillion by 2040. Put another way, that's roughly equal to: And here's the wild part — this $250 trillion wave isn't t ...

Waymo is a robotaxi service that began as a research project inside Google and has since scaled to be one of the leading fully autonomous ride-hailing companies in the world. The company launched public rides in Phoenix in 2020. By April 2026, Waymo expanded to several US cities and said it provided more than 500,000 autonomous rides a week.As the service has grown, Waymo has also faced public scrutiny over robotaxi mishaps. A massive power outage left Waymos stuck in the middle of intersections; they've fa ...

Also welcome in our next guest to discuss yesterday's big tech earnings that we covered here on the show. Joining us now Shy Balor, the chief market strategist at Futurum. Now Shy, in the notes that you sent over, you said that we have four different AI winners, but the market's telling a slightly different story today. We've got a sort of a tale of two groups. We've got two up and two down. We've got Amazon and Alphabet higher, Meta and Microsoft lower. So if they're all winners, why aren't we seeing moves ...

Alphabet's Quarter Didn't Just Impress, It May Be the Catalyst That Pushes the Stock to Lead the Mag 7 Higher By Joel South Published Apr 30, 4:11PM EDT Quick Read Google reported Q1 FY2026 EPS of $5.11 against a $2.63 estimate—a 94% surprise—with revenue climbing 22% to $109.896B and operating margin expanding to 36%, while Google Cloud backlog surged to over $460B, nearly doubling quarter on quarter. Gemini is processing 16 billion tokens per minute, up 60%, and paid subscriptions across YouTube and Googl ...