文章核心观点 - 本周两家"雄鹰7"成员公司将公布季度业绩,有望帮助逆转股市最近的疲软态势 [1] - 股市下跌的直接诱因是选举后监管和贸易政策的不确定性,特别是对半导体企业出口限制的担忧 [2] - 尽管如此,这是一个季节性较弱的时期,不应过多解读"雄鹰7"股票最近的疲软表现,因为它们已经取得了令人瞩目的涨幅 [2] 行业和公司研究总结 行业表现 - "雄鹰7"股票自7月1日以来的表现与标普500指数相比 [3][4][5] - 科技行业整体第二季度营收和利润预计同比分别增长9.3%和15.5% [17][18] - 科技行业近几个季度的营收和利润增长情况 [18][19][20] - 科技行业业绩预期修正呈现有利趋势,特别是"雄鹰7"股票 [21] 公司业绩 - 本周将有Alphabet和特斯拉公布第二季度业绩 [6][7][8][9][10] - "雄鹰7"整体第二季度营收和利润预计同比分别增长13.3%和25.6% [12][13][14][16] - 标普500指数第二季度整体营收和利润预计同比分别增长4.8%和9% [27][28][30][31][32] - 标普500指数2023年全年营收和利润预计分别增长1.6%和8.8% [34][35][36]

文章核心观点 - 谷歌云服务已成为Alphabet公司业务增长的关键驱动力 [1][2][3] - 谷歌云服务包括谷歌云平台和谷歌工作空间,在蓬勃发展的云计算市场上持续增长势头 [2][3] - 谷歌在基础设施、安全性、数据管理、分析和生成式AI等方面的持续投入是积极因素 [2][6][7][8][9][10][11][12][13] 关键数据总结 - 2024年第一季度,谷歌云收入同比增长28.4%至96亿美元,占总收入的11.9% [4] - 2024年第二季度,预计谷歌云收入将达到100.8亿美元,同比增长25.5% [5] 其他关键要点 - 公司整合数据湖、数据仓库、数据治理和先进机器学习的努力预计增强了其在云市场的前景 [6] - 强大的云服务组合、不断扩张的数据中心网络、可用区和区域有助于推动谷歌云收入 [7] - 实时数据、分析和AI以及开放可扩展的云基础设施有助于赢得客户 [8] - 公司对生成式AI的深入关注是一大利好,Gemini的良好势头预计提升了谷歌云的表现 [9][10][11][12] - 推出面向企业的AI代码完成和辅助工具Gemini Code Assist,以及Vertex AI平台的增长势头也有利于业绩 [10][12] - 推出多款支持生成式AI项目和基础设施的开源工具是一大亮点 [11] - 最新推出的Gemma 2和PaliGemma等生成式AI模型也有助于推动相关业务 [12] - 生成式AI提升了谷歌云的网络安全能力,预计也有利于客户拓展 [13][14][15]

Hands, tablet and doctor with body hologram, overlay and dna research for medical innovation on app. Medic man, nurse and mobile touchscreen for typing on anatomy study or 3d holographic ux in clinicDr. Scott Gottlieb is a physician and served as the 23rd Commissioner of the U.S. Food and Drug Administration. He is a CNBC contributor and is a member of the boards of Pfizer and several other startups in health and tech. He is also a partner at the venture capital firm New Enterprise Associates. Shani Benezra ...

The stock market is a place where investors can buy and sell shares of public companies. It reflects economic conditions and company performance, offering opportunities for wealth growth. However, the market can be volatile, with prices fluctuating based on various factors.Artificial intelligence is a rapidly evolving sector in the tech industry. AI companies develop technologies that mimic human intelligence, such as machine learning and natural language processing. This field has seen significant growth a ...

“When the facts change, I change my mind. What do you do, sir?” ~ Influential economist John Maynard Keynes“You adapt, evolve, compete, or die.”~ Billionaire investor Paul Tudor Jones Flexibility is a Super Power Early in my career, I worked for the late great William O’Neil, a famous and successful growth investor. Though I did not work directly with O’Neil, I learned through stories and teachings that he credited much of his success with his ability to be flexible and change course like a “tree blowing in ...

Alphabet Inc (NASDAQ: GOOGL) has already gained some 40% since its year-to-date low in early March but analysts at Jefferies remain convinced it can push further to the upside in the coming months. Are you looking for signals & alerts from pro-traders? Sign-up to Invezz Signals™ for FREE. Takes 2 mins.Shares of the tech titan currently pay a dividend yield of 0.43%.  Why is Jefferies bullish on Google stock?Copy link to sectionThe investment firm reiterated its “buy” rating on Google stock this morning and ...

The ongoing bullish sentiment around the stock market has been primarily attributed to companies venturing into the artificial intelligence (AI) sector. Notably, these companies significantly control major indices, leading to concerns that the AI bubble might burst, reminiscent of the 2000 Dot-com bubble. Uncertainty regarding a potential recession hitting the US economy further exemplifies the possibility of a bubble burst.Indeed, if the AI sector faces a downturn, certain companies could stand out and wea ...

The AI sector is rapidly expanding as technology advances, driving interest in AI stocks among investors. Companies in this sector develop or use artificial intelligence to enhance various applications, from data analysis and logistics to customer service and automation. This field is not just limited to tech giants. It also includes startups and mid-size companies making significant strides in AI technology.Investing in AI stocks offers the potential for substantial returns due to the growing reliance on A ...

Equity Research·Company Research·Software & Service Alphabet Inc. (GOOGL) With manageable Ads competition, AI empowers [Table_Author] 22 May 2024 Google cloud growth Buy (Initiation) Research Analyst Ruibin Chen (852) 3982 3212 Forecast & Valuation 2023A 2024E 2025E 2026E chenrobin@dwzq.com.hk Revenue (USD mn) 307,394.00 352,882.98 394,718.09 438,211.74 Growth (YoY %) 8.68 14.80 11.86 11.02 Net profit (USD mn) 73,795.00 94,544.31 106,509.96 120,550.72 P[Traicbel eP_ePrifcoQrmuoatnec] e Growth (YoY %) 23.05 ...

文章核心观点 - 谷歌是人工智能技术的早期采用者,将其集成到谷歌文档、Gmail和广告平台等核心产品中,这些是公司的重要收入来源 [1][2][3] - 谷歌 CEO 桑达尔·皮查在 Google I/O 开发者大会上强调了人工智能的关键作用,并在谷歌搜索引擎中引入了人工智能生成的答案 [3] - 谷歌的股票最近突破了重要阻力位,表明另一轮长期看涨趋势的开始 [5][6] 公司概况 - 谷歌在关键领域如谷歌文档、Gmail和广告平台等早已采用人工智能技术,这些是公司的主要收入来源 [2][3] - 这突出了谷歌在人工智能领域的领导地位 [3] - 谷歌的人工智能广告工具 Performance Max 在各行业广泛应用,旨在通过人工智能优化广告效率,但也面临缺乏控制和详细报告的批评 [4] - 尽管取得了进步,但公司在人工智能开发方面也面临挑战,包括对其人工智能生成内容的准确性和适当性的批评 [4] - 公司在人工智能领域的强势地位得益于其专有基础设施和对大量数据集的访问 [4] 股票表现 - 2023年谷歌股价上涨96%,从之前的44%下跌中反弹 [5] - 股价在90美元附近找到支撑后开始反弹,这被视为健康上升趋势的信号 [5] - 股价突破了重要整理区域,上涨至151美元以上,可能标志着长期看涨趋势的开始 [6] - 这为投资者带来了从谷歌股票良好表现中获益的吸引机会 [6]