$谷歌(GOOG)$_老虎社区_美港股上老虎

$谷歌(GOOG)$我觉得AI时代大模型基座公司和互联网时代的平台公司不一样，工程师精神和有些偏执对技术的追求才是重要的。相比于23-25年初风头正盛的微软meta，谷歌在逆境中能突围也是因为工程师精神和对技术的追求，看好谷歌

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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