彝家阿黑哥的个人主页 - 老虎社区

彝家阿黑哥

彝家阿黑哥

理财规划师

IP属地：云南

40关注

10粉丝

5主题

0勋章

彝家阿黑哥

04-03

$西方石油(OXY)$ 看看能不能涨起来。

彝家阿黑哥

03-21

$西方石油(OXY)$ 不知道能不能起来！

彝家阿黑哥

01-27

期待GOOGLE有好消息

谷歌AI芯片业务估值超7000亿美元，或成最具价值板块

彝家阿黑哥

2024-11-27

$SPY 20241205 601.0 CALL$ 通过远期合约来验证交易的可行性。 $SPY 20241205 601.0 CALL$ $SPY 20250221 570.0 PUT$ $标普500ETF(SPY)$

彝家阿黑哥

2024-11-27

$纳指100ETF(QQQ)$ 持续看多!

彝家阿黑哥

2024-11-18

$A50指数主连 2411(CNmain)$

彝家阿黑哥

2024-11-11

研究新药向来风险与机遇并存

精神分裂症药物研究失败，艾伯维公司大跌，竞争对手施贵宝大涨

彝家阿黑哥

2024-11-07

力挺老马

抱歉，原内容已删除

彝家阿黑哥

2024-10-31

买了看涨期权，要被收抬了

AI“助飞”微软强劲财报，但业绩指引令人失望，盘后股价下挫！

彝家阿黑哥

2024-10-30

goog的确强大

AI动力十足！谷歌三季度云收入劲增35%，总营收意外提速，盘后涨超6%

彝家阿黑哥

2024-10-26

$谷歌(GOOG)$ 处于看多行情中

彝家阿黑哥

2024-10-14

这是一家做什么的公司呢？

巴菲特新动向：伯克希尔增持Sirius XM，什么信号？

彝家阿黑哥

2024-08-05

$英伟达(NVDA)$ 能上，后续买下。

彝家阿黑哥

2024-08-05

$苹果(AAPL)$ 不会跟，长期看好

彝家阿黑哥

2024-08-01

有朋友问我茅台为什么下跌? 我总结出两句话：喝茅台的进去了，送茅台的没钱了。茅台什么时候会涨呢? 喝茅台的出来了，送茅台的有钱了。（个人观点，不喜勿喷!）

彝家阿黑哥

2024-07-31

$美国超微公司(AMD)$ 回踩可进

彝家阿黑哥

2024-07-26

董占着自己有点网红流量就反俞老板，太过短视，目前也只是短期被资本捧着，一旦流量下降，必成资本弃子。俞敏洪的江湖地位亦不是董可以去随便撼动的。

彝家阿黑哥

2024-06-15

十年后成为我们最喜欢，最常用的交易平台 @王诩

彝家阿黑哥

2024-05-31

$戴尔(DELL)$ 涨多了

彝家阿黑哥

2024-05-23

$特斯拉(TSLA)$ 看多

去老虎APP查看更多动态

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不知道能不能起来！","images":[{"img":"https://static.tigerbbs.com/0b3a1c2d6296401075da3517fca803f8","width":"1002","height":"1877"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":1,"link":"https://laohu8.com/post/415569438782112","isVote":1,"tweetType":1,"viewCount":1048,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":397067649163944,"gmtCreate":1737962979980,"gmtModify":1737962982180,"author":{"id":"3525842395103999","authorId":"3525842395103999","name":"彝家阿黑哥","avatar":"https://static.tigerbbs.com/6cc6b3ae782876f9a394aed9d99d2311","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3525842395103999","authorIdStr":"3525842395103999"},"themes":[],"htmlText":"期待GOOGLE有好消息","listText":"期待GOOGLE有好消息","text":"期待GOOGLE有好消息","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/397067649163944","repostId":"2506188563","repostType":2,"repost":{"id":"2506188563","kind":"news","pubTimestamp":1737942733,"share":"https://www.laohu8.com/m/news/2506188563?lang=&edition=full","pubTime":"2025-01-27 09:52","market":"us","language":"zh","title":"谷歌AI芯片业务估值超7000亿美元，或成最具价值板块","url":"https://stock-news.laohu8.com/highlight/detail?id=2506188563","media":"智通财经","summary":"智通财经APP获悉，援引一位股票分析师的话称，谷歌拥有的人工智能芯片业务不仅可以与英伟达相媲美，而且可能成为这家互联网搜索公司最有价值的部分。金融服务公司 DA Davidson 的分析师吉尔·卢里亚  在 1 月 26 日的一份报告中表示，这些人工智能业务的价值超过 7000 亿美元，或每股 60 美元。据了解，谷歌当前的市值约为 2.5 万亿美元，每股价格为 200 美元。卢里亚在一定程度上依赖于分部总和分析法，该分析法旨在估计谷歌各业务部门的价值。","content":"<html><head></head><body><p>智通财经APP获悉，援引一位股票分析师的话称，<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>拥有的人工智能芯片业务不仅可以与<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>(NVDA.US)相媲美，而且可能成为这家互联网搜索公司最有价值的部分。</p><p>谷歌内部设计的芯片位于 AI 数据中心，它们与英伟达等其他公司生产的半导体配合使用。与此同时，谷歌还有一家名为 DeepMind 的 AI 业务，据说可以与流行应用程序 ChatGPT 的制造商 OpenAI 相媲美。</p><p>金融服务公司 DA Davidson 的分析师吉尔·卢里亚 (Gil Luria) 在 1 月 26 日的一份报告中表示，这些人工智能业务的价值超过 7000 亿美元，或每股 60 美元。据了解，谷歌当前的市值约为 2.5 万亿美元，每股价格为 200 美元。</p><p>根据卢里亚的分析，谷歌的潜在价值的关键部分来自于其芯片，即张量处理单元 (TPU)。这些芯片可以提高 AI 计算机的性能。</p><p>卢里亚在一定程度上依赖于分部总和分析法，该分析法旨在估计谷歌各业务部门的价值。</p><p>该估值方法还试图低估谷歌搜索业务的价值，今年 8 月，美国司法部提起诉讼，法院裁定谷歌搜索业务属于垄断。可能的补救措施包括将谷歌的搜索引擎与其数字广告市场分拆。</p></body></html>","source":"stock_zhitongcaijing","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>谷歌AI芯片业务估值超7000亿美元，或成最具价值板块</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 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class=\"title\">\n谷歌AI芯片业务估值超7000亿美元，或成最具价值板块\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-01-27 09:52 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1244340.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，援引一位股票分析师的话称，谷歌拥有的人工智能芯片业务不仅可以与英伟达(NVDA.US)相媲美，而且可能成为这家互联网搜索公司最有价值的部分。谷歌内部设计的芯片位于 AI 数据中心，它们与英伟达等其他公司生产的半导体配合使用。与此同时，谷歌还有一家名为 DeepMind 的 AI 业务，据说可以与流行应用程序 ChatGPT 的制造商 OpenAI 相媲美。金融服务公司 DA ...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1244340.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/69bda624dad1064625bad9c30f3beafa","relate_stocks":{"LU0823421416.USD":"BNP PARIBAS DISRUPTIVE TECHNOLOGY \"C\" (USD) INC","LU0079474960.USD":"联博美国增长基金A","LU0234570918.USD":"高盛全球核心股票组合Acc Close","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","LU0985320562.USD":"NORDEA 1 GLOBAL STARS EQUITY \"BP\" (USD) 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DeepMind 的 AI 业务，据说可以与流行应用程序 ChatGPT 的制造商 OpenAI 相媲美。金融服务公司 DA Davidson 的分析师吉尔·卢里亚 (Gil Luria) 在 1 月 26 日的一份报告中表示，这些人工智能业务的价值超过 7000 亿美元，或每股 60 美元。据了解，谷歌当前的市值约为 2.5 万亿美元，每股价格为 200 美元。根据卢里亚的分析，谷歌的潜在价值的关键部分来自于其芯片，即张量处理单元 (TPU)。这些芯片可以提高 AI 计算机的性能。卢里亚在一定程度上依赖于分部总和分析法，该分析法旨在估计谷歌各业务部门的价值。该估值方法还试图低估谷歌搜索业务的价值，今年 8 月，美国司法部提起诉讼，法院裁定谷歌搜索业务属于垄断。可能的补救措施包括将谷歌的搜索引擎与其数字广告市场分拆。","news_type":1,"symbols_score_info":{"GOOG":1,"GOOGL":1}},"isVote":1,"tweetType":1,"viewCount":880,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":375286959497696,"gmtCreate":1732665007490,"gmtModify":1732674486895,"author":{"id":"3525842395103999","authorId":"3525842395103999","name":"彝家阿黑哥","avatar":"https://static.tigerbbs.com/6cc6b3ae782876f9a394aed9d99d2311","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3525842395103999","authorIdStr":"3525842395103999"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/OPT/SPY 20241205 601.0 CALL\">$SPY 20241205 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data-views=\"1\"></v-v>&nbsp;","text":"$A50指数主连 2411(CNmain)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/372435444363552","isVote":1,"tweetType":1,"viewCount":786,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":369855027257784,"gmtCreate":1731337328546,"gmtModify":1731337330480,"author":{"id":"3525842395103999","authorId":"3525842395103999","name":"彝家阿黑哥","avatar":"https://static.tigerbbs.com/6cc6b3ae782876f9a394aed9d99d2311","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3525842395103999","authorIdStr":"3525842395103999"},"themes":[],"htmlText":"研究新药向来风险与机遇并存","listText":"研究新药向来风险与机遇并存","text":"研究新药向来风险与机遇并存","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/369855027257784","repostId":"1144919254","repostType":2,"repost":{"id":"1144919254","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1731336187,"share":"https://www.laohu8.com/m/news/1144919254?lang=&edition=full","pubTime":"2024-11-11 22:43","market":"us","language":"zh","title":"精神分裂症药物研究失败，艾伯维公司大跌，竞争对手施贵宝大涨","url":"https://stock-news.laohu8.com/highlight/detail?id=1144919254","media":"老虎资讯综合","summary":"创下2006年3月以来的最大涨幅。","content":"<html><head></head><body><p>周一，艾伯维公司大幅低开，截至发稿跌超12%。消息面上，艾伯维公司表示，最近收购的治疗精神分裂症的艾玛克拉丁候选药物未能在一对中期研究中达到关键目标，艾玛克拉丁的2期研究未达到其主要终点，在第六周未出现患有这种心理健康障碍患者症状严重程度的改善的统计学显著性。公司表示，仍在分析研究数据，以确定下一步的步骤。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/53cb0fb8f9b0f96d5c5fabdda911b0ae\" tg-width=\"560\" tg-height=\"240\"/></p><p style=\"text-align: justify;\">同时，施贵宝上涨13%，创下2006年3月以来的最大涨幅。分析人士称，这支股票可能是在对艾伯维以上消息做出回应。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d8635531bf2186fcd6e91dda41a7f8c7\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>精神分裂症药物研究失败，艾伯维公司大跌，竞争对手施贵宝大涨</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; 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width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n精神分裂症药物研究失败，艾伯维公司大跌，竞争对手施贵宝大涨\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2024-11-11 22:43</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>周一，艾伯维公司大幅低开，截至发稿跌超12%。消息面上，艾伯维公司表示，最近收购的治疗精神分裂症的艾玛克拉丁候选药物未能在一对中期研究中达到关键目标，艾玛克拉丁的2期研究未达到其主要终点，在第六周未出现患有这种心理健康障碍患者症状严重程度的改善的统计学显著性。公司表示，仍在分析研究数据，以确定下一步的步骤。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/53cb0fb8f9b0f96d5c5fabdda911b0ae\" tg-width=\"560\" tg-height=\"240\"/></p><p style=\"text-align: justify;\">同时，施贵宝上涨13%，创下2006年3月以来的最大涨幅。分析人士称，这支股票可能是在对艾伯维以上消息做出回应。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d8635531bf2186fcd6e91dda41a7f8c7\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/81195b8f1f56d11a7f44f9f951806b19","relate_stocks":{"ABBV":"艾伯维公司","BMY":"施贵宝"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1144919254","content_text":"周一，艾伯维公司大幅低开，截至发稿跌超12%。消息面上，艾伯维公司表示，最近收购的治疗精神分裂症的艾玛克拉丁候选药物未能在一对中期研究中达到关键目标，艾玛克拉丁的2期研究未达到其主要终点，在第六周未出现患有这种心理健康障碍患者症状严重程度的改善的统计学显著性。公司表示，仍在分析研究数据，以确定下一步的步骤。同时，施贵宝上涨13%，创下2006年3月以来的最大涨幅。分析人士称，这支股票可能是在对艾伯维以上消息做出回应。","news_type":1,"symbols_score_info":{"ABBV":1.1,"BMY":1.1}},"isVote":1,"tweetType":1,"viewCount":582,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":368203223302320,"gmtCreate":1730909418116,"gmtModify":1730909420056,"author":{"id":"3525842395103999","authorId":"3525842395103999","name":"彝家阿黑哥","avatar":"https://static.tigerbbs.com/6cc6b3ae782876f9a394aed9d99d2311","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3525842395103999","authorIdStr":"3525842395103999"},"themes":[],"htmlText":"力挺老马","listText":"力挺老马","text":"力挺老马","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/368203223302320","repostId":"1155054832","repostType":2,"isVote":1,"tweetType":1,"viewCount":1016,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":365915992358976,"gmtCreate":1730335451310,"gmtModify":1730335453358,"author":{"id":"3525842395103999","authorId":"3525842395103999","name":"彝家阿黑哥","avatar":"https://static.tigerbbs.com/6cc6b3ae782876f9a394aed9d99d2311","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3525842395103999","authorIdStr":"3525842395103999"},"themes":[],"htmlText":"买了看涨期权，要被收抬了","listText":"买了看涨期权，要被收抬了","text":"买了看涨期权，要被收抬了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/365915992358976","repostId":"2479794107","repostType":2,"repost":{"id":"2479794107","kind":"highlight","pubTimestamp":1730334295,"share":"https://www.laohu8.com/m/news/2479794107?lang=&edition=full","pubTime":"2024-10-31 08:24","market":"sg","language":"zh","title":"AI“助飞”微软强劲财报，但业绩指引令人失望，盘后股价下挫！","url":"https://stock-news.laohu8.com/highlight/detail?id=2479794107","media":"格隆汇","summary":"Azure和其他云服务收入增长33%","content":"<html><body><p><font color=\"#363636\">周三美股盘后，</font><span>美股巨头<a href=\"https://laohu8.com/S/MSFT\">微软</a>公布强劲</span><span>的业绩报告。</span></p><p><span>得益于云业务的强劲表现，</span>公司第一财季营收、净利润均超预期，AI云<span>服务增长迅猛。</span></p><p><span>但因微软</span><span>第二财季展望</span><span>令人失望</span><span>，此前收涨0.13%的</span><span>公司股价，盘后由涨转跌超3%。</span></p><p><img src=\"https://img3.gelonghui.com/fd6ff-1b930454-b8cf-4f1e-9bd9-14e2f17dfaa2.jpg?guru_height=574&amp;guru_width=838\"/></p><h3><font color=\"#3daad6\"><b>云收入强劲</b></font></h3><div><font color=\"#3daad6\"><b><br/></b></font></div><p>财报显示，<span>截至2025财年第一财季，</span><span>微软</span><b>营收</b><span>录得656亿美元，同比增长16%，高于市场预期的645.1亿美元。</span></p><p><b>净利润</b><span>为247亿美元，增长11%；</span><b>营业利润</b><span>305.52亿美元，同比增长14%，高于预期的292.1亿美元。</span></p><p>稀释后<b>每股收益</b>（EPS）为3.30美元，同比增长10%，<span>也强于预期的3.10美元。</span></p><p><img src=\"https://img3.gelonghui.com/9a9ac-8394d708-546c-417f-b28f-32c20b9a12e1.jpg?guru_height=258&amp;guru_width=1260\"/></p><p><span>分业务来看，</span><b><a href=\"https://laohu8.com/S/5RE.SI\">智能</a>云收入为240.92亿美元，增长20%。</b></p><div><div>其中，服务器产品和云服务收入增长 23%，推动 Azure 和其他云服务收入增长 33%（按固定汇率计算增长 34%）</div></div><p><b>生产力和业务流程收入为283.17亿美元，增长12%。</b></p><blockquote>受 Microsoft 365 商业云收入增长 15%的推动，Microsoft 365 商业产品和云服务收入增长 13%；<br/>受 Microsoft 365 消费者云收入增长 6%的推动，Microsoft 365 消费者产品和云服务收入增长 5%；<br/>LinkedIn 收入增长 10%；<br/>在 Dynamics 365 收入增长 18%的推动下，Dynamics 产品和云服务收入增长了 14%；</blockquote><p><b>更多个人计算业务收入为132亿美元，增长17%。</b></p><p><span>其中，</span>Windows OEM 和设备收入增长 2%，<span>Xbox 内容和服务收入增长 61%，</span><span>不计流量获取成本的搜索和新闻广告收入增长 18%。</span></p><p><img src=\"https://img3.gelonghui.com/0599e-d299ef0d-8467-430b-8393-1cec21ad8588.jpg?guru_height=436&amp;guru_width=1263\"/></p><p>微软的董事长兼首席执行官纳德拉表示，AI驱动的转型正在改变每个角色、职能、业务流程。</p><blockquote>“我们正在扩大我们的机会并赢得新客户，因为我们帮助他们应用我们的 AI 平台和工具来推动新的增长和运营杠杆。”</blockquote><h3><b><font color=\"#3daad6\">业绩指引疲软</font></b></h3><div><b><font color=\"#3daad6\"><br/></font></b></div><p>在最新业绩展望中，<b>微软预计第二财季云收入增长将放缓、利润率会下滑、并且支出将增加</b><span>。</span></p><p><span>预计第二财季生产力营收将介于287亿-290亿美元。</span></p><p>预计第二财季智能云营收将介于255.5亿-258.5亿美元。第二财季个人计算营收料将介于138.5亿-142.5亿美元。</p><p><b>第二财季Azure营收料将增长31%-32%</b><span>，低于三季度的34%，也低于分析师预期的增速32.25%。</span></p><p>除了Azure增长放缓之外，首席财务官艾米·胡德（Amy Hood）表示，预计商业云的利润率会收窄，并重申随着公司扩大人工智能服务规模，资本支出将会增加。<span></span></p><p><span>作为 AI 热潮的最大受益者之一，微软对其云基础设施和 ChatGPT 开发商 OpenAI 投资了数十亿美元。</span></p><p>CEO纳德拉表示，<b>AI销售将在下个季度突破100亿美元。</b><span></span></p><p>微软表示，公司将于第二财季报告关于“持股OpenAI”的投资亏损情况。</p><blockquote><span>“</span>与OpenAI的合作伙伴关系一直以来都“超级有利”。我们需要彼此促进。<span>”</span></blockquote><p><span>在业绩电话会上，微软表示继续加大对AI基础设施的投入，四季度这方面的投入预算有增无减。</span></p><p><span>预计四季度资本支出将环比增长。</span></p></body></html>","source":"gelonghui_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>AI“助飞”微软强劲财报，但业绩指引令人失望，盘后股价下挫！</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAI“助飞”微软强劲财报，但业绩指引令人失望，盘后股价下挫！\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-10-31 08:24 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.gelonghui.com/p/1244554><strong>格隆汇</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>周三美股盘后，美股巨头微软公布强劲的业绩报告。得益于云业务的强劲表现，公司第一财季营收、净利润均超预期，AI云服务增长迅猛。但因微软第二财季展望令人失望，此前收涨0.13%的公司股价，盘后由涨转跌超3%。云收入强劲财报显示，截至2025财年第一财季，微软营收录得656亿美元，同比增长16%，高于市场预期的645.1亿美元。净利润为247亿美元，增长11%；营业利润305.52亿美元，同比增长14%...</p>\n\n<a href=\"https://www.gelonghui.com/p/1244554\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://img3.gelonghui.com/25550-ebc08275-17ab-471a-8dbc-08884d48a716.jpg?guru_height=847&guru_width=1280","relate_stocks":{},"source_url":"https://www.gelonghui.com/p/1244554","is_english":false,"share_image_url":"https://static.laohu8.com/6b8fa6424aebe95f6781d04ef17a1852","article_id":"2479794107","content_text":"周三美股盘后，美股巨头微软公布强劲的业绩报告。得益于云业务的强劲表现，公司第一财季营收、净利润均超预期，AI云服务增长迅猛。但因微软第二财季展望令人失望，此前收涨0.13%的公司股价，盘后由涨转跌超3%。云收入强劲财报显示，截至2025财年第一财季，微软营收录得656亿美元，同比增长16%，高于市场预期的645.1亿美元。净利润为247亿美元，增长11%；营业利润305.52亿美元，同比增长14%，高于预期的292.1亿美元。稀释后每股收益（EPS）为3.30美元，同比增长10%，也强于预期的3.10美元。分业务来看，智能云收入为240.92亿美元，增长20%。其中，服务器产品和云服务收入增长 23%，推动 Azure 和其他云服务收入增长 33%（按固定汇率计算增长 34%）生产力和业务流程收入为283.17亿美元，增长12%。受 Microsoft 365 商业云收入增长 15%的推动，Microsoft 365 商业产品和云服务收入增长 13%；受 Microsoft 365 消费者云收入增长 6%的推动，Microsoft 365 消费者产品和云服务收入增长 5%；LinkedIn 收入增长 10%；在 Dynamics 365 收入增长 18%的推动下，Dynamics 产品和云服务收入增长了 14%；更多个人计算业务收入为132亿美元，增长17%。其中，Windows OEM 和设备收入增长 2%，Xbox 内容和服务收入增长 61%，不计流量获取成本的搜索和新闻广告收入增长 18%。微软的董事长兼首席执行官纳德拉表示，AI驱动的转型正在改变每个角色、职能、业务流程。“我们正在扩大我们的机会并赢得新客户，因为我们帮助他们应用我们的 AI 平台和工具来推动新的增长和运营杠杆。”业绩指引疲软在最新业绩展望中，微软预计第二财季云收入增长将放缓、利润率会下滑、并且支出将增加。预计第二财季生产力营收将介于287亿-290亿美元。预计第二财季智能云营收将介于255.5亿-258.5亿美元。第二财季个人计算营收料将介于138.5亿-142.5亿美元。第二财季Azure营收料将增长31%-32%，低于三季度的34%，也低于分析师预期的增速32.25%。除了Azure增长放缓之外，首席财务官艾米·胡德（Amy Hood）表示，预计商业云的利润率会收窄，并重申随着公司扩大人工智能服务规模，资本支出将会增加。作为 AI 热潮的最大受益者之一，微软对其云基础设施和 ChatGPT 开发商 OpenAI 投资了数十亿美元。CEO纳德拉表示，AI销售将在下个季度突破100亿美元。微软表示，公司将于第二财季报告关于“持股OpenAI”的投资亏损情况。“与OpenAI的合作伙伴关系一直以来都“超级有利”。我们需要彼此促进。”在业绩电话会上，微软表示继续加大对AI基础设施的投入，四季度这方面的投入预算有增无减。预计四季度资本支出将环比增长。","news_type":1,"symbols_score_info":{"MSFT":1}},"isVote":1,"tweetType":1,"viewCount":657,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":365418147532864,"gmtCreate":1730248395539,"gmtModify":1730248397823,"author":{"id":"3525842395103999","authorId":"3525842395103999","name":"彝家阿黑哥","avatar":"https://static.tigerbbs.com/6cc6b3ae782876f9a394aed9d99d2311","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3525842395103999","authorIdStr":"3525842395103999"},"themes":[],"htmlText":"goog的确强大","listText":"goog的确强大","text":"goog的确强大","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/365418147532864","repostId":"1121088839","repostType":2,"repost":{"id":"1121088839","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1730236323,"share":"https://www.laohu8.com/m/news/1121088839?lang=&edition=full","pubTime":"2024-10-30 05:12","market":"us","language":"zh","title":"AI动力十足！谷歌三季度云收入劲增35%，总营收意外提速，盘后涨超6%","url":"https://stock-news.laohu8.com/highlight/detail?id=1121088839","media":"老虎资讯综合","summary":"今年第三季度，谷歌母公司Alphabet各主要业务收入全线超预期增长，包括二季度拖后腿的YouTube广告，人工智能技术应用对云业务的推动更是超出华尔街预期，助谷歌云收入增速跃升至30%以上。1）主要财务数据营收：三季度营业收入约882.7亿美元，同比增长15.1%，分析师预期864.5亿美元，二季度同比增长13.6%。搜索：谷歌广告业务中，三季度谷歌搜索和其他业务营收493.9亿美元，同比增长12.2%，分析师预期490.8亿美元，二季度同比增长13.8%。财报公布后，谷歌盘后涨超6%。","content":"<html><head></head><body><blockquote><p><strong>三季度谷歌母公司Alphabet总营收同比增长15%，EPS盈利增近37%远超预期；各业务中云营收增长最迅猛，云业务营业利润同比增超六倍、均再创单季新高；资本支出在二季度环比增近10%后转降0.9%，略高于预期；三季度广告收入增逾10%，其中谷歌搜索和YouTube广告的营收连续两季放缓，仍高于预期；YouTube广告和订阅总收入一年来首次单季突破500亿美元。CEO称，多模态AI助手Astra最快明年推出；超25%的谷歌新代码由AI编写。</strong></p></blockquote><p><strong>【<a href=\"https://laohu8.com/RN?name=RNLive&amp;rndata=%7B%22liveId%22:%221813755261429770%22,%22type%22:1%7D\" title=\"谷歌业绩会\" target=\"_blank\" class=\"\">谷歌业绩会</a>】</strong></p><p>文章来源：华尔街见闻</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/79ba8d61f31cd926e3a154614d069b71\" tg-width=\"1080\" tg-height=\"1080\"/></p><p style=\"text-align: justify;\">今年第三季度，谷歌母公司Alphabet各主要业务收入全线超预期增长，包括二季度拖后腿的YouTube广告，人工智能（AI）技术应用对云业务的推动更是超出华尔街预期，助谷歌云收入更迅猛增长，增速超过30%。</p><p style=\"text-align: justify;\">美东时间10月29日周二美股盘后，Alphabet公布截至2024年9月30日的公司第三财季（下称三季度）财务数据。</p><p style=\"text-align: justify;\"><strong>1）主要财务数据</strong></p><blockquote><p style=\"text-align: justify;\"><strong>营收</strong>：三季度营业收入约882.7亿美元，同比增长15.1%，分析师预期864.5亿美元，二季度同比增长13.6%。</p><p style=\"text-align: justify;\"><strong>EPS</strong>：三季度稀释后每股收益（EPS）为2.12美元，同比增长36.8%，分析师预期1.84美元，二季度同比增长31.3%。</p><p style=\"text-align: justify;\"><strong>营业利润</strong>：三季度营业利润约为285.2亿美元，同比增长33.6%，分析师预期266.7亿美元，二季度同比增长25.6%；三季度营业利润率32%，同比升4个百分点，分析师预期31.4%，二季度同比升3个百分点至32%。</p><p style=\"text-align: justify;\"><strong>净利润</strong>：三季度净利润263亿美元，同比增长33.6%，分析师预期228亿美元，二季度同比增长28.9%。</p><p style=\"text-align: justify;\"><strong>资本支出</strong>：三季度资本支出130.6亿美元，分析师预期128.8亿美元，二季度环比增长近10%至131.86亿美元。</p></blockquote><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3c5e48448d6517c9168132fe78ccb2ba\" title=\"\" tg-width=\"1080\" tg-height=\"1350\"/></p><p style=\"text-align: justify;\"><strong>2）细分业务数据</strong></p><blockquote><p style=\"text-align: justify;\"><strong>广告</strong>：三季度谷歌广告业务营收约为658.5亿美元，同比增长10.4%，分析师预期655亿美元，二季度同比增长11.1%；其中，三季度YouTube广告营收89.2亿美元，同比增长12.2%，分析师预期88.9亿美元，二季度同比增长13%；三季度AdSense等谷歌网络业务营收75.5亿美元，同比下降1.6%，分析师预期74.1亿美元，二季度同比下降5.2%。</p><p style=\"text-align: justify;\"><strong>搜索</strong>：谷歌广告业务中，三季度谷歌搜索和其他业务营收493.9亿美元，同比增长12.2%，分析师预期490.8亿美元，二季度同比增长13.8%。</p><p style=\"text-align: justify;\"><strong>谷歌云</strong>：三季度谷歌云营收113.5亿美元，同比增长约35%，分析师预期107.9亿美元，二季度同比增长28.8%；谷歌云营业利润约19.5亿美元，同比增长632%，分析师预期11.1亿美元。</p><p style=\"text-align: justify;\"><strong>订阅、平台和设备</strong>：三季度Play Store等谷歌订阅、平台和设备业务营收106.6亿美元，同比增长27.8%，分析师预期97.9亿美元，二季度同比增长14.4%。</p><p style=\"text-align: justify;\"><strong>其他押注</strong>：三季度自动驾驶公司Waymo等其他押注业务营收3.88亿美元，同比增长30.6%，分析师预期3.779亿美元，三季度其他押注营业亏损11.2亿美元，较去年同期亏损收窄6.5%，分析师预期的11.6亿美元。</p><p style=\"text-align: justify;\"><strong>TAC</strong>：三季度支付给合作伙伴的流量获取成本（TAC）为137.2亿美元，同比增长8.5%，二季度同比增长6.8%。</p></blockquote><p style=\"text-align: justify;\">财报公布后，谷歌盘后涨超6%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a0e28d6a179e4cf5ab4697b5200cc190\" title=\"\" tg-width=\"892\" tg-height=\"514\"/></p><h2 id=\"id_2143819155\" style=\"text-align: start;\">三季度总营收增长15% EPS远超预期 云营收最迅猛、再创新高</h2><p style=\"text-align: justify;\">财报显示，三季度Alphabet总营收保持10%以上的两位数增长，且并未如分析师预期的增速较二季度的13.6%放缓至12.7%，反而提速至15.1%。EPS盈利增长更是远超预期，三季度保持30%以上的增速，还较二季度的31%左右有所加快至36.8%，未如分析师所料较二季度增速大幅放缓至18.7%。</p><p style=\"text-align: justify;\">各大业务中，被视为未来增长引擎的谷歌云收入增长最为迅猛，凸显了AI的推动力。</p><p style=\"text-align: justify;\">三季度谷歌云业务收入出乎华尔街预料加速增长，分析师预计同比增长约28.3%，增速略低于二季度的将近29%，而谷歌云实际增速超过了30%，约为35%。三季度谷歌云的营收刷新了二季度首次突破100亿美元所创的单季最高纪录，该业务的营业利润同比增长超六倍，远超分析师预期的增逾四倍，较二季度超过10亿美元所创的营业利润前纪录高66%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7958b4e153e9b493e06f77609759d570\" title=\"\" tg-width=\"680\" tg-height=\"482\"/></p><p style=\"text-align: justify;\">云业务是科技巨头目前最明显受益于生成式AI应用的业务。今年谷歌等科技巨头的二季度财报公布后，德意志银行分析指出，到目前为止，这些公司的AI方面收入主要局限于云领域，企业在这一领域训练和运行AI模型。在云业务之外，投资回报的迹象更多是定性而非定量的，AI投资的回报还难以用具体数字衡量。。</p><p style=\"text-align: justify;\">Alphabet兼谷歌CEO Sundar Pichai在公布财报的公告中指出，公司长期专注并投资于AI，正在通过消费者与合作伙伴受益于AI工具而获得回报。</p><blockquote><p style=\"text-align: justify;\">“在搜索方面，我们新的 AI 功能正在扩展人们的搜索范围和搜索方式。在云端，我们的AI解决方案正在帮助现有客户更深入地应用产品，并吸引新客户，以及赢得更大的交易。”</p></blockquote><h2 id=\"id_2763824833\" style=\"text-align: start;\">资本支出在二季度环比猛增后转降</h2><p style=\"text-align: justify;\">华尔街见闻此前提到，今年二季度Alphabet的营收和盈利均超预期增长，股价在财报公布后一周多时间还累跌超8%。这一市场表现显示，投资者对科技企业通过大举投入AI获利的做法越来越没有耐心。市场对巨额AI投资的回报担忧日益加剧，而二季度业绩电话会上Pichai强调，Alphabet在AI领域投资不足的风险远远大于过度投资的风险。</p><p style=\"text-align: justify;\">本次公布的财报显示，三季度Alphabet的资本支出未延续二季度的激增势头，在二季度环比增长近10%后，三季度的资本支出环比下降逾0.9%。但还高于分析师预期，分析师预计三季度资本支出环比下降2.3%。</p><p style=\"text-align: justify;\">Alphabet称，预计2025年公司的资本开支将进一步扩大。公司侧重于效率，从而为AI的投入腾出资金。</p><p style=\"text-align: justify;\">有评论称，三季度资本支出金额只比华尔街预期高出约2亿美元，并不是一个巨大的差异，而且Alphabet核心业务的利润增长弥补了这一损失。</p><h2 id=\"id_2324348579\" style=\"text-align: start;\">谷歌搜索和YouTube广告营收连续两季放缓 仍高于预期</h2><p style=\"text-align: justify;\">三季度谷歌的核心业务广告收入较二季度11.1%的增速略为放缓，仍有两位数，放缓程度低于预期，分析师预计增速回落至将近10%。</p><p style=\"text-align: justify;\">广告业务中，谷歌搜索和YouTube的营收均连续两个季度增长放缓，暗示广告业务的困境。市场研究机构Emarketer预计，与哦于亚马逊等对手的竞争加剧，明年，谷歌的搜索广告业务所占市场份额将跌至不足50%。</p><p style=\"text-align: justify;\">不过搜索和YouTube营收的放缓程度均低于分析师预期。即使二季度曾拖累广告业务增长放缓的Youtube广告收入也超预期增长。</p><p style=\"text-align: justify;\">分析师预期YouTube广告收入三季度增速较二季度的13%放缓至11.8%，财报公布的YouTube广告收入增速还超过12%。</p><p style=\"text-align: justify;\">CEO Pichai在公布财报时透露，YouTube三季度的广告和订阅合计收入超过500亿美元，最近四个季度内首次单季总收入突破500亿的关口。</p><p style=\"text-align: justify;\">关于YouTube，有一个有趣的数字可以体现成绩。谷歌2006年以16.5亿美元收购了YouTube，以三季度报告的数据估算，现在YouTube广告大概每17天就未谷歌创收16.5亿美元。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f7323bc5bd5ca1b1df0896e1d1a294a0\" title=\"\" tg-width=\"764\" tg-height=\"517\"/></p><h2 id=\"id_3887461778\" style=\"text-align: start;\">多模态AI助手Astra最快明年推出</h2><p style=\"text-align: justify;\">Pichai在业绩电话会上列出了一些AI方面取得的成绩：在谷歌，超过25%的新代码已经由AI编写；AI Overviews提高了用户的搜索满意度。</p><p style=\"text-align: justify;\">Pichai还提到了名为Astra的多模态AI项目，说“（谷歌）正在打造一种体验，让AI能够看到并推理你周围的世界。Astra项目是未来的一瞥。我们正在努力最快2025年推出这样的体验。”</p><p style=\"text-align: justify;\">Pichai的以上讲话意味着，Astra的正式推出时间推迟。</p><p style=\"text-align: justify;\">今年5月谷歌在 I/O 开发者大会上展示了Astra项目的原型，对标OpenAI的 GPT-4o 与 Sora。谷歌当时演示了，用户打开摄像头，Astra就可以直接解释用户画面中物品，还能解释屏幕上的代码。谷歌当时称Astra将成为最强大、最先进的AI助手，今年晚些时候推出。</p><p style=\"text-align: justify;\">上周末华尔街见闻提到，媒体称谷歌正在开发可控制计算机的AI，它可以接管用户的浏览器，以帮助消费者完成诸如收集研究、购买产品或预订航班等各种日常任务，预计最早在12月预览这款新的AI产品。从Pichai的表态看来，这种服务可能今年内都不会问世，除非它和Astra无关。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>AI动力十足！谷歌三季度云收入劲增35%，总营收意外提速，盘后涨超6%</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAI动力十足！谷歌三季度云收入劲增35%，总营收意外提速，盘后涨超6%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2024-10-30 05:12</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><blockquote><p><strong>三季度谷歌母公司Alphabet总营收同比增长15%，EPS盈利增近37%远超预期；各业务中云营收增长最迅猛，云业务营业利润同比增超六倍、均再创单季新高；资本支出在二季度环比增近10%后转降0.9%，略高于预期；三季度广告收入增逾10%，其中谷歌搜索和YouTube广告的营收连续两季放缓，仍高于预期；YouTube广告和订阅总收入一年来首次单季突破500亿美元。CEO称，多模态AI助手Astra最快明年推出；超25%的谷歌新代码由AI编写。</strong></p></blockquote><p><strong>【<a href=\"https://laohu8.com/RN?name=RNLive&amp;rndata=%7B%22liveId%22:%221813755261429770%22,%22type%22:1%7D\" title=\"谷歌业绩会\" target=\"_blank\" class=\"\">谷歌业绩会</a>】</strong></p><p>文章来源：华尔街见闻</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/79ba8d61f31cd926e3a154614d069b71\" tg-width=\"1080\" tg-height=\"1080\"/></p><p style=\"text-align: justify;\">今年第三季度，谷歌母公司Alphabet各主要业务收入全线超预期增长，包括二季度拖后腿的YouTube广告，人工智能（AI）技术应用对云业务的推动更是超出华尔街预期，助谷歌云收入更迅猛增长，增速超过30%。</p><p style=\"text-align: justify;\">美东时间10月29日周二美股盘后，Alphabet公布截至2024年9月30日的公司第三财季（下称三季度）财务数据。</p><p style=\"text-align: justify;\"><strong>1）主要财务数据</strong></p><blockquote><p style=\"text-align: justify;\"><strong>营收</strong>：三季度营业收入约882.7亿美元，同比增长15.1%，分析师预期864.5亿美元，二季度同比增长13.6%。</p><p style=\"text-align: justify;\"><strong>EPS</strong>：三季度稀释后每股收益（EPS）为2.12美元，同比增长36.8%，分析师预期1.84美元，二季度同比增长31.3%。</p><p style=\"text-align: justify;\"><strong>营业利润</strong>：三季度营业利润约为285.2亿美元，同比增长33.6%，分析师预期266.7亿美元，二季度同比增长25.6%；三季度营业利润率32%，同比升4个百分点，分析师预期31.4%，二季度同比升3个百分点至32%。</p><p style=\"text-align: justify;\"><strong>净利润</strong>：三季度净利润263亿美元，同比增长33.6%，分析师预期228亿美元，二季度同比增长28.9%。</p><p style=\"text-align: justify;\"><strong>资本支出</strong>：三季度资本支出130.6亿美元，分析师预期128.8亿美元，二季度环比增长近10%至131.86亿美元。</p></blockquote><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3c5e48448d6517c9168132fe78ccb2ba\" title=\"\" tg-width=\"1080\" tg-height=\"1350\"/></p><p style=\"text-align: justify;\"><strong>2）细分业务数据</strong></p><blockquote><p style=\"text-align: justify;\"><strong>广告</strong>：三季度谷歌广告业务营收约为658.5亿美元，同比增长10.4%，分析师预期655亿美元，二季度同比增长11.1%；其中，三季度YouTube广告营收89.2亿美元，同比增长12.2%，分析师预期88.9亿美元，二季度同比增长13%；三季度AdSense等谷歌网络业务营收75.5亿美元，同比下降1.6%，分析师预期74.1亿美元，二季度同比下降5.2%。</p><p style=\"text-align: justify;\"><strong>搜索</strong>：谷歌广告业务中，三季度谷歌搜索和其他业务营收493.9亿美元，同比增长12.2%，分析师预期490.8亿美元，二季度同比增长13.8%。</p><p style=\"text-align: justify;\"><strong>谷歌云</strong>：三季度谷歌云营收113.5亿美元，同比增长约35%，分析师预期107.9亿美元，二季度同比增长28.8%；谷歌云营业利润约19.5亿美元，同比增长632%，分析师预期11.1亿美元。</p><p style=\"text-align: justify;\"><strong>订阅、平台和设备</strong>：三季度Play Store等谷歌订阅、平台和设备业务营收106.6亿美元，同比增长27.8%，分析师预期97.9亿美元，二季度同比增长14.4%。</p><p style=\"text-align: justify;\"><strong>其他押注</strong>：三季度自动驾驶公司Waymo等其他押注业务营收3.88亿美元，同比增长30.6%，分析师预期3.779亿美元，三季度其他押注营业亏损11.2亿美元，较去年同期亏损收窄6.5%，分析师预期的11.6亿美元。</p><p style=\"text-align: justify;\"><strong>TAC</strong>：三季度支付给合作伙伴的流量获取成本（TAC）为137.2亿美元，同比增长8.5%，二季度同比增长6.8%。</p></blockquote><p style=\"text-align: justify;\">财报公布后，谷歌盘后涨超6%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a0e28d6a179e4cf5ab4697b5200cc190\" title=\"\" tg-width=\"892\" tg-height=\"514\"/></p><h2 id=\"id_2143819155\" style=\"text-align: start;\">三季度总营收增长15% EPS远超预期 云营收最迅猛、再创新高</h2><p style=\"text-align: justify;\">财报显示，三季度Alphabet总营收保持10%以上的两位数增长，且并未如分析师预期的增速较二季度的13.6%放缓至12.7%，反而提速至15.1%。EPS盈利增长更是远超预期，三季度保持30%以上的增速，还较二季度的31%左右有所加快至36.8%，未如分析师所料较二季度增速大幅放缓至18.7%。</p><p style=\"text-align: justify;\">各大业务中，被视为未来增长引擎的谷歌云收入增长最为迅猛，凸显了AI的推动力。</p><p style=\"text-align: justify;\">三季度谷歌云业务收入出乎华尔街预料加速增长，分析师预计同比增长约28.3%，增速略低于二季度的将近29%，而谷歌云实际增速超过了30%，约为35%。三季度谷歌云的营收刷新了二季度首次突破100亿美元所创的单季最高纪录，该业务的营业利润同比增长超六倍，远超分析师预期的增逾四倍，较二季度超过10亿美元所创的营业利润前纪录高66%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7958b4e153e9b493e06f77609759d570\" title=\"\" tg-width=\"680\" tg-height=\"482\"/></p><p style=\"text-align: justify;\">云业务是科技巨头目前最明显受益于生成式AI应用的业务。今年谷歌等科技巨头的二季度财报公布后，德意志银行分析指出，到目前为止，这些公司的AI方面收入主要局限于云领域，企业在这一领域训练和运行AI模型。在云业务之外，投资回报的迹象更多是定性而非定量的，AI投资的回报还难以用具体数字衡量。。</p><p style=\"text-align: justify;\">Alphabet兼谷歌CEO Sundar Pichai在公布财报的公告中指出，公司长期专注并投资于AI，正在通过消费者与合作伙伴受益于AI工具而获得回报。</p><blockquote><p style=\"text-align: justify;\">“在搜索方面，我们新的 AI 功能正在扩展人们的搜索范围和搜索方式。在云端，我们的AI解决方案正在帮助现有客户更深入地应用产品，并吸引新客户，以及赢得更大的交易。”</p></blockquote><h2 id=\"id_2763824833\" style=\"text-align: start;\">资本支出在二季度环比猛增后转降</h2><p style=\"text-align: justify;\">华尔街见闻此前提到，今年二季度Alphabet的营收和盈利均超预期增长，股价在财报公布后一周多时间还累跌超8%。这一市场表现显示，投资者对科技企业通过大举投入AI获利的做法越来越没有耐心。市场对巨额AI投资的回报担忧日益加剧，而二季度业绩电话会上Pichai强调，Alphabet在AI领域投资不足的风险远远大于过度投资的风险。</p><p style=\"text-align: justify;\">本次公布的财报显示，三季度Alphabet的资本支出未延续二季度的激增势头，在二季度环比增长近10%后，三季度的资本支出环比下降逾0.9%。但还高于分析师预期，分析师预计三季度资本支出环比下降2.3%。</p><p style=\"text-align: justify;\">Alphabet称，预计2025年公司的资本开支将进一步扩大。公司侧重于效率，从而为AI的投入腾出资金。</p><p style=\"text-align: justify;\">有评论称，三季度资本支出金额只比华尔街预期高出约2亿美元，并不是一个巨大的差异，而且Alphabet核心业务的利润增长弥补了这一损失。</p><h2 id=\"id_2324348579\" style=\"text-align: start;\">谷歌搜索和YouTube广告营收连续两季放缓 仍高于预期</h2><p style=\"text-align: justify;\">三季度谷歌的核心业务广告收入较二季度11.1%的增速略为放缓，仍有两位数，放缓程度低于预期，分析师预计增速回落至将近10%。</p><p style=\"text-align: justify;\">广告业务中，谷歌搜索和YouTube的营收均连续两个季度增长放缓，暗示广告业务的困境。市场研究机构Emarketer预计，与哦于亚马逊等对手的竞争加剧，明年，谷歌的搜索广告业务所占市场份额将跌至不足50%。</p><p style=\"text-align: justify;\">不过搜索和YouTube营收的放缓程度均低于分析师预期。即使二季度曾拖累广告业务增长放缓的Youtube广告收入也超预期增长。</p><p style=\"text-align: justify;\">分析师预期YouTube广告收入三季度增速较二季度的13%放缓至11.8%，财报公布的YouTube广告收入增速还超过12%。</p><p style=\"text-align: justify;\">CEO Pichai在公布财报时透露，YouTube三季度的广告和订阅合计收入超过500亿美元，最近四个季度内首次单季总收入突破500亿的关口。</p><p style=\"text-align: justify;\">关于YouTube，有一个有趣的数字可以体现成绩。谷歌2006年以16.5亿美元收购了YouTube，以三季度报告的数据估算，现在YouTube广告大概每17天就未谷歌创收16.5亿美元。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f7323bc5bd5ca1b1df0896e1d1a294a0\" title=\"\" tg-width=\"764\" tg-height=\"517\"/></p><h2 id=\"id_3887461778\" style=\"text-align: start;\">多模态AI助手Astra最快明年推出</h2><p style=\"text-align: justify;\">Pichai在业绩电话会上列出了一些AI方面取得的成绩：在谷歌，超过25%的新代码已经由AI编写；AI Overviews提高了用户的搜索满意度。</p><p style=\"text-align: justify;\">Pichai还提到了名为Astra的多模态AI项目，说“（谷歌）正在打造一种体验，让AI能够看到并推理你周围的世界。Astra项目是未来的一瞥。我们正在努力最快2025年推出这样的体验。”</p><p style=\"text-align: justify;\">Pichai的以上讲话意味着，Astra的正式推出时间推迟。</p><p style=\"text-align: justify;\">今年5月谷歌在 I/O 开发者大会上展示了Astra项目的原型，对标OpenAI的 GPT-4o 与 Sora。谷歌当时演示了，用户打开摄像头，Astra就可以直接解释用户画面中物品，还能解释屏幕上的代码。谷歌当时称Astra将成为最强大、最先进的AI助手，今年晚些时候推出。</p><p style=\"text-align: justify;\">上周末华尔街见闻提到，媒体称谷歌正在开发可控制计算机的AI，它可以接管用户的浏览器，以帮助消费者完成诸如收集研究、购买产品或预订航班等各种日常任务，预计最早在12月预览这款新的AI产品。从Pichai的表态看来，这种服务可能今年内都不会问世，除非它和Astra无关。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f348812ea39b45cad3d64af127992eb9","relate_stocks":{},"source_url":"https://wallstreetcn.com/articles/3732255","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1121088839","content_text":"三季度谷歌母公司Alphabet总营收同比增长15%，EPS盈利增近37%远超预期；各业务中云营收增长最迅猛，云业务营业利润同比增超六倍、均再创单季新高；资本支出在二季度环比增近10%后转降0.9%，略高于预期；三季度广告收入增逾10%，其中谷歌搜索和YouTube广告的营收连续两季放缓，仍高于预期；YouTube广告和订阅总收入一年来首次单季突破500亿美元。CEO称，多模态AI助手Astra最快明年推出；超25%的谷歌新代码由AI编写。【谷歌业绩会】文章来源：华尔街见闻今年第三季度，谷歌母公司Alphabet各主要业务收入全线超预期增长，包括二季度拖后腿的YouTube广告，人工智能（AI）技术应用对云业务的推动更是超出华尔街预期，助谷歌云收入更迅猛增长，增速超过30%。美东时间10月29日周二美股盘后，Alphabet公布截至2024年9月30日的公司第三财季（下称三季度）财务数据。1）主要财务数据营收：三季度营业收入约882.7亿美元，同比增长15.1%，分析师预期864.5亿美元，二季度同比增长13.6%。EPS：三季度稀释后每股收益（EPS）为2.12美元，同比增长36.8%，分析师预期1.84美元，二季度同比增长31.3%。营业利润：三季度营业利润约为285.2亿美元，同比增长33.6%，分析师预期266.7亿美元，二季度同比增长25.6%；三季度营业利润率32%，同比升4个百分点，分析师预期31.4%，二季度同比升3个百分点至32%。净利润：三季度净利润263亿美元，同比增长33.6%，分析师预期228亿美元，二季度同比增长28.9%。资本支出：三季度资本支出130.6亿美元，分析师预期128.8亿美元，二季度环比增长近10%至131.86亿美元。2）细分业务数据广告：三季度谷歌广告业务营收约为658.5亿美元，同比增长10.4%，分析师预期655亿美元，二季度同比增长11.1%；其中，三季度YouTube广告营收89.2亿美元，同比增长12.2%，分析师预期88.9亿美元，二季度同比增长13%；三季度AdSense等谷歌网络业务营收75.5亿美元，同比下降1.6%，分析师预期74.1亿美元，二季度同比下降5.2%。搜索：谷歌广告业务中，三季度谷歌搜索和其他业务营收493.9亿美元，同比增长12.2%，分析师预期490.8亿美元，二季度同比增长13.8%。谷歌云：三季度谷歌云营收113.5亿美元，同比增长约35%，分析师预期107.9亿美元，二季度同比增长28.8%；谷歌云营业利润约19.5亿美元，同比增长632%，分析师预期11.1亿美元。订阅、平台和设备：三季度Play Store等谷歌订阅、平台和设备业务营收106.6亿美元，同比增长27.8%，分析师预期97.9亿美元，二季度同比增长14.4%。其他押注：三季度自动驾驶公司Waymo等其他押注业务营收3.88亿美元，同比增长30.6%，分析师预期3.779亿美元，三季度其他押注营业亏损11.2亿美元，较去年同期亏损收窄6.5%，分析师预期的11.6亿美元。TAC：三季度支付给合作伙伴的流量获取成本（TAC）为137.2亿美元，同比增长8.5%，二季度同比增长6.8%。财报公布后，谷歌盘后涨超6%。三季度总营收增长15% EPS远超预期 云营收最迅猛、再创新高财报显示，三季度Alphabet总营收保持10%以上的两位数增长，且并未如分析师预期的增速较二季度的13.6%放缓至12.7%，反而提速至15.1%。EPS盈利增长更是远超预期，三季度保持30%以上的增速，还较二季度的31%左右有所加快至36.8%，未如分析师所料较二季度增速大幅放缓至18.7%。各大业务中，被视为未来增长引擎的谷歌云收入增长最为迅猛，凸显了AI的推动力。三季度谷歌云业务收入出乎华尔街预料加速增长，分析师预计同比增长约28.3%，增速略低于二季度的将近29%，而谷歌云实际增速超过了30%，约为35%。三季度谷歌云的营收刷新了二季度首次突破100亿美元所创的单季最高纪录，该业务的营业利润同比增长超六倍，远超分析师预期的增逾四倍，较二季度超过10亿美元所创的营业利润前纪录高66%。云业务是科技巨头目前最明显受益于生成式AI应用的业务。今年谷歌等科技巨头的二季度财报公布后，德意志银行分析指出，到目前为止，这些公司的AI方面收入主要局限于云领域，企业在这一领域训练和运行AI模型。在云业务之外，投资回报的迹象更多是定性而非定量的，AI投资的回报还难以用具体数字衡量。。Alphabet兼谷歌CEO Sundar Pichai在公布财报的公告中指出，公司长期专注并投资于AI，正在通过消费者与合作伙伴受益于AI工具而获得回报。“在搜索方面，我们新的 AI 功能正在扩展人们的搜索范围和搜索方式。在云端，我们的AI解决方案正在帮助现有客户更深入地应用产品，并吸引新客户，以及赢得更大的交易。”资本支出在二季度环比猛增后转降华尔街见闻此前提到，今年二季度Alphabet的营收和盈利均超预期增长，股价在财报公布后一周多时间还累跌超8%。这一市场表现显示，投资者对科技企业通过大举投入AI获利的做法越来越没有耐心。市场对巨额AI投资的回报担忧日益加剧，而二季度业绩电话会上Pichai强调，Alphabet在AI领域投资不足的风险远远大于过度投资的风险。本次公布的财报显示，三季度Alphabet的资本支出未延续二季度的激增势头，在二季度环比增长近10%后，三季度的资本支出环比下降逾0.9%。但还高于分析师预期，分析师预计三季度资本支出环比下降2.3%。Alphabet称，预计2025年公司的资本开支将进一步扩大。公司侧重于效率，从而为AI的投入腾出资金。有评论称，三季度资本支出金额只比华尔街预期高出约2亿美元，并不是一个巨大的差异，而且Alphabet核心业务的利润增长弥补了这一损失。谷歌搜索和YouTube广告营收连续两季放缓 仍高于预期三季度谷歌的核心业务广告收入较二季度11.1%的增速略为放缓，仍有两位数，放缓程度低于预期，分析师预计增速回落至将近10%。广告业务中，谷歌搜索和YouTube的营收均连续两个季度增长放缓，暗示广告业务的困境。市场研究机构Emarketer预计，与哦于亚马逊等对手的竞争加剧，明年，谷歌的搜索广告业务所占市场份额将跌至不足50%。不过搜索和YouTube营收的放缓程度均低于分析师预期。即使二季度曾拖累广告业务增长放缓的Youtube广告收入也超预期增长。分析师预期YouTube广告收入三季度增速较二季度的13%放缓至11.8%，财报公布的YouTube广告收入增速还超过12%。CEO Pichai在公布财报时透露，YouTube三季度的广告和订阅合计收入超过500亿美元，最近四个季度内首次单季总收入突破500亿的关口。关于YouTube，有一个有趣的数字可以体现成绩。谷歌2006年以16.5亿美元收购了YouTube，以三季度报告的数据估算，现在YouTube广告大概每17天就未谷歌创收16.5亿美元。多模态AI助手Astra最快明年推出Pichai在业绩电话会上列出了一些AI方面取得的成绩：在谷歌，超过25%的新代码已经由AI编写；AI Overviews提高了用户的搜索满意度。Pichai还提到了名为Astra的多模态AI项目，说“（谷歌）正在打造一种体验，让AI能够看到并推理你周围的世界。Astra项目是未来的一瞥。我们正在努力最快2025年推出这样的体验。”Pichai的以上讲话意味着，Astra的正式推出时间推迟。今年5月谷歌在 I/O 开发者大会上展示了Astra项目的原型，对标OpenAI的 GPT-4o 与 Sora。谷歌当时演示了，用户打开摄像头，Astra就可以直接解释用户画面中物品，还能解释屏幕上的代码。谷歌当时称Astra将成为最强大、最先进的AI助手，今年晚些时候推出。上周末华尔街见闻提到，媒体称谷歌正在开发可控制计算机的AI，它可以接管用户的浏览器，以帮助消费者完成诸如收集研究、购买产品或预订航班等各种日常任务，预计最早在12月预览这款新的AI产品。从Pichai的表态看来，这种服务可能今年内都不会问世，除非它和Astra无关。","news_type":1,"symbols_score_info":{"GOOG":1.1,"GOOGL":1.1}},"isVote":1,"tweetType":1,"viewCount":1233,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":364101757747392,"gmtCreate":1729902161402,"gmtModify":1730085011692,"author":{"id":"3525842395103999","authorId":"3525842395103999","name":"彝家阿黑哥","avatar":"https://static.tigerbbs.com/6cc6b3ae782876f9a394aed9d99d2311","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3525842395103999","authorIdStr":"3525842395103999"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$&nbsp;</a><v-v data-views=\"1\"></v-v> 处于看多行情中","listText":"<a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$&nbsp;</a><v-v data-views=\"1\"></v-v> 处于看多行情中","text":"$谷歌(GOOG)$ 处于看多行情中","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/364101757747392","isVote":1,"tweetType":1,"viewCount":1353,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":359918590537992,"gmtCreate":1728897366713,"gmtModify":1728897368568,"author":{"id":"3525842395103999","authorId":"3525842395103999","name":"彝家阿黑哥","avatar":"https://static.tigerbbs.com/6cc6b3ae782876f9a394aed9d99d2311","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3525842395103999","authorIdStr":"3525842395103999"},"themes":[],"htmlText":"这是一家做什么的公司呢？","listText":"这是一家做什么的公司呢？","text":"这是一家做什么的公司呢？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/359918590537992","repostId":"1150848014","repostType":2,"repost":{"id":"1150848014","kind":"news","pubTimestamp":1728896681,"share":"https://www.laohu8.com/m/news/1150848014?lang=&edition=full","pubTime":"2024-10-14 17:04","market":"us","language":"zh","title":"巴菲特新动向：伯克希尔增持Sirius XM，什么信号？","url":"https://stock-news.laohu8.com/highlight/detail?id=1150848014","media":"金十数据","summary":"Sirius XM目前的交易价格便宜。","content":"<html><head></head><body><p style=\"text-align: justify;\"><strong>伯克希尔·哈撒韦最近增持了卫星广播公司Sirius XM Holdings的股份，上周末以约8700万美元购入了360万股。</strong></p><p style=\"text-align: justify;\">现在，伯克希尔哈撒韦A持有Sirius XM1.087亿股，拥有32%的股份。根据上周五向美国证券交易委员会提交的4号文件显示，伯克希尔是在上周三到周五期间以接近每股24.50美元的平均价格进行的此次购买。</p><p style=\"text-align: justify;\">今年，伯克希尔显著增加了其持股，主要是通过购买Liberty Sirius XM，这是一种追踪Sirius XM的股票，该股票在9月初与卫星广播运营商合并。</p><p style=\"text-align: justify;\">周五，Sirius XM的股票上涨2.6%，至24.93美元，但今年迄今下跌约55%。投资者对该平台在自费用户方面的轻微亏损、收入平稳、用户基础老化以及公司高达100亿美元的债务表示担忧。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a0152e0dfbc32b5880cd860d32af5aef\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p style=\"text-align: justify;\">该服务主要用于汽车，但公司正在寻求扩大平台。到6月底，Sirius XM拥有3150万名自费用户。</p><p style=\"text-align: justify;\">据认为，伯克希尔在Sirius XM的持股由Ted Weschler管理，他是与首席执行官巴菲特一起管理伯克希尔3000多亿美元股票投资组合的两位投资经理之一。</p><p style=\"text-align: justify;\"><strong>Sirius XM目前的交易价格便宜，约为2025年预期每股盈利约3.10美元的八倍，并且拥有超过4%的股息收益率。</strong>《巴伦周刊》近期对该公司的评价较为积极，称其估值较低，但一些华尔街分析师对该股票持负面看法。</p><p style=\"text-align: justify;\">摩根大通分析师Sebastiano Petti上周以“减持”评级恢复了对该公司的覆盖，目标价为20美元。Petti在客户报告中写道，“较低的EBITDA增长前景、较高的资本支出以及暂停股票回购将继续影响SIRI的情绪。”</p><p style=\"text-align: justify;\">预计该公司的息税折旧摊销前利润（EBITDA）相较于2023年将持平。Petti表示，由于公司专注于减少债务，股票回购可能要到2027年才能恢复。</p><p style=\"text-align: justify;\">Sirius XM董事长Greg Maffei表示，巴菲特非常喜欢这个平台，并在开着他的凯迪拉克时收听Siriusly Sinatra频道，该频道播放经典美国歌曲。</p></body></html>","source":"jssj","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" 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