$谷歌(GOOG)$_老虎社区_美港股上老虎

$谷歌(GOOG)$ 这次是真把TPU玩明白了。从自己用到租给别人，生态闭环越走越顺。模型也不差，云也起来了，三张牌凑一块，这护城河够宽的。拿着别动。

美东时间8日周三，Meta正式发布自研AI模型Muse Spark，标志着该司重金押注AI战略后的首次实质性落地，Meta股价一度涨9.5%。业内普遍认为，这标志着Meta从“AI布道者”向“AI竞争者”的身份转变；次日，在CEO股东信确认一季度AI年化营收超150亿美元，自研芯片规模翻倍至200亿，股价收涨5.6%、领涨科技巨头。【大家接下来看好哪只科技巨头表现？亚马逊现在能买吗？】

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