约翰算法
04-29
这篇文章不错,转发给大家看看
大举押注AI,谷歌Q1业绩大爆发!史上首次派息、700亿美元回购也来了
免责声明:上述内容仅代表发帖人个人观点,不构成本平台的任何投资建议。
分享至
微信
复制链接
精彩评论
我们需要你的真知灼见来填补这片空白
打开APP,发表看法
APP内打开
发表看法
{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":300405546172432,"tweetId":"300405546172432","gmtCreate":1714360595200,"gmtModify":1714360597000,"author":{"id":4109459843394580,"authorId":4109459843394580,"authorIdStr":"4109459843394580","name":"约翰算法","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":0,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"html":"<html><head></head><body>这篇文章不错,转发给大家看看</body></html>","htmlText":"<html><head></head><body>这篇文章不错,转发给大家看看</body></html>","text":"这篇文章不错,转发给大家看看","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/300405546172432","repostId":2430267726,"repostType":4,"repost":{"id":"2430267726","pubTimestamp":1714092815,"share":"https://www.laohu8.com/m/news/2430267726?lang=&edition=full","pubTime":"2024-04-26 08:53","market":"us","language":"zh","title":"大举押注AI,谷歌Q1业绩大爆发!史上首次派息、700亿美元回购也来了","url":"https://stock-news.laohu8.com/highlight/detail?id=2430267726","media":"格隆汇","summary":"谷歌点燃市场热情","content":"<p>4月25日周四美股盘后,搜索引擎巨头<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>母公司Alphabet发布最新季度财报。</p><h3 id=\"id_3490256520\">Q1业绩强劲</h3><p>财报显示,谷歌母公司一季度<strong>总营收805.4亿美元</strong>,同比增长15%,创2022年初以来最快增速,并高于市场预期的790.4亿美元。</p><p>一季度<strong>净利润同比跃升57%至236.6亿美元</strong>,高于预期的189.5亿美元。</p><p>调整后每股收益1.89美元,远超预期的1.53美元,较上年同期的1.17美元同比激增61.5%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7e76ba08207538bf8d5d903ea920dc71\" tg-width=\"1797\" tg-height=\"477\"></p><p>分业务来看,<strong>谷歌的广告总收入为616.6亿美元同比增长13%</strong>,高于分析师的平均预期为603亿美元,去年同期为545.5亿美元。</p><p><strong>谷歌搜索及其他的广告收入</strong>同比增超14%至461.56亿美元。<strong>YouTube</strong>的广告收入从去年同期的67亿美元增长了21%,至81亿美元,高于预期的77.2亿美元。</p><p><strong>谷歌云</strong>的收入同比增长28.4%至95.7亿美元,高于分析师预期的93.7亿美元。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4b31b2ab0fb59ab363a9ce7ab6b84200\" tg-width=\"1816\" tg-height=\"573\"></p><p>谷歌服务的季度收入同比增长13.6%至704亿美元,跑赢市场预期的690亿美元。运营利润同比增超28%至接近279亿美元,显著高于市场预期的243亿美元。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4e21b9dbd05cea2db4b7cb32501ce5ff\" tg-width=\"1813\" tg-height=\"256\"></p><p>谷歌表示,<strong>目前正在整合专注于在谷歌研究和谷歌DeepMind中构建人工智能(AI)模型的团队,以进一步加快在人工智能领域的进展。</strong></p><p>预计从2024年第二季度开始,谷歌服务部门中以前隶属于谷歌研究部的人工智能模型开发团队将作为谷歌DeepMind的一部分纳入Alphabet级别的活动。</p><h3 id=\"id_3151836575\">史上首次派息、700亿美元回购也来了</h3><p>随着大语言模型Gemini取得迅猛进展,资本开支也在增加。</p><p>Alphabet称,本季度的资本支出为120亿美元,主要与服务器和数据中心有关。</p><p>首席财务官露丝·波拉特(Ruth Porat)在电话会议上表示,未来几个季度的支出水平将相似,这反映了该<strong>公司对其人工智能投资的信心。</strong></p><p>首席执行官桑达尔·皮查伊(Sundar Pichai)也表示,第一季度的业绩反映了搜索,YouTube和云的强劲表现。</p><blockquote><p>“我们在人工智能研究和基础设施方面的领导地位,以及我们的全球产品足迹,使我们在下一波人工智能创新浪潮中处于有利地位。”</p></blockquote><p><strong>公司还批准启动现金分红计划</strong>,宣布将于2024年6月17日向截至2024年6月10日的登记股东支付<strong>每股0.20美元的股息</strong>。Alphabet指出,它计划今后支付季度现金分红。</p><p>此外,考虑到经济成本和当前市场状况,Alphabet董事会批准了一项<strong>高达700亿美元的A类和C类股票的股票回购计划。</strong></p>","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>大举押注AI,谷歌Q1业绩大爆发!史上首次派息、700亿美元回购也来了</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; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { 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大举押注AI,谷歌Q1业绩大爆发!史上首次派息、700亿美元回购也来了\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-04-26 08:53 北京时间 <a href=https://www.gelonghui.com/p/724085><strong>格隆汇</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>4月25日周四美股盘后,搜索引擎巨头谷歌母公司Alphabet发布最新季度财报。Q1业绩强劲财报显示,谷歌母公司一季度总营收805.4亿美元,同比增长15%,创2022年初以来最快增速,并高于市场预期的790.4亿美元。一季度净利润同比跃升57%至236.6亿美元,高于预期的189.5亿美元。调整后每股收益1.89美元,远超预期的1.53美元,较上年同期的1.17美元同比激增61.5%。分业务来看...</p>\n\n<a href=\"https://www.gelonghui.com/p/724085\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://img3.gelonghui.com/bf762-5c8f1330-fdf8-4038-9698-11eb4ddc5b2e.jpg?guru_height=853&guru_width=1280","relate_stocks":{"BK4581":"高盛持仓","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","LU0128525929.USD":"TEMPLETON GLOBAL \"A\" (USD) ACC","LU0109391861.USD":"富兰克林美国机遇基金A Acc","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU0053666078.USD":"摩根大通基金-美国股票A(离岸)美元","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","LU0072462426.USD":"贝莱德全球配置 A2","LU0082616367.USD":"摩根大通美国科技A(dist)","LU0080751232.USD":"富达环球多元动力基金A","LU1280957306.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQUITIES \"AUP\" (USD) INC","LU0061474960.USD":"天利环球焦点基金AU Acc","LU0308772762.SGD":"Blackrock Global Allocation A2 SGD-H","BK4592":"伊斯兰概念","IE00BKDWB100.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5H\" (SGDHDG) ACC","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU0234572021.USD":"高盛美国核心股票组合Acc","BK4585":"ETF&股票定投概念","BK4507":"流媒体概念","BK4525":"远程办公概念","LU0251142724.SGD":"Fidelity America A-SGD","BK4576":"AR","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","BK4587":"ChatGPT概念","LU0061474705.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN \"AU\" (USD) ACC","LU0130102774.USD":"Natixis Harris Associates US Equity RA USD","BK4527":"明星科技股","LU1814569148.SGD":"WELLINGTON GLOBAL QUALITY GROWTH \"D\" (SGDHDG) ACC","LU0158827948.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"A\" (USD) INC","LU0965509283.SGD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (SGDHDG) INC","LU0289960550.SGD":"AB FCP I - GLOBAL EQUITY BLEND PORTFOLIO 'A' (SGD) ACC","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","BK4077":"互动媒体与服务","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU0276348264.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN\"AUP\" (USD) INC","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","BK4579":"人工智能","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","BK4588":"碎股","BK4573":"虚拟现实","BK4503":"景林资产持仓","BK4561":"索罗斯持仓","BK4574":"无人驾驶","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","LU0029864427.USD":"TEMPLETON GLOBAL \"A\" (USD) INC","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC"},"source_url":"https://www.gelonghui.com/p/724085","is_english":false,"share_image_url":"https://static.laohu8.com/6b8fa6424aebe95f6781d04ef17a1852","article_id":"2430267726","content_text":"4月25日周四美股盘后,搜索引擎巨头谷歌母公司Alphabet发布最新季度财报。Q1业绩强劲财报显示,谷歌母公司一季度总营收805.4亿美元,同比增长15%,创2022年初以来最快增速,并高于市场预期的790.4亿美元。一季度净利润同比跃升57%至236.6亿美元,高于预期的189.5亿美元。调整后每股收益1.89美元,远超预期的1.53美元,较上年同期的1.17美元同比激增61.5%。分业务来看,谷歌的广告总收入为616.6亿美元同比增长13%,高于分析师的平均预期为603亿美元,去年同期为545.5亿美元。谷歌搜索及其他的广告收入同比增超14%至461.56亿美元。YouTube的广告收入从去年同期的67亿美元增长了21%,至81亿美元,高于预期的77.2亿美元。谷歌云的收入同比增长28.4%至95.7亿美元,高于分析师预期的93.7亿美元。谷歌服务的季度收入同比增长13.6%至704亿美元,跑赢市场预期的690亿美元。运营利润同比增超28%至接近279亿美元,显著高于市场预期的243亿美元。谷歌表示,目前正在整合专注于在谷歌研究和谷歌DeepMind中构建人工智能(AI)模型的团队,以进一步加快在人工智能领域的进展。预计从2024年第二季度开始,谷歌服务部门中以前隶属于谷歌研究部的人工智能模型开发团队将作为谷歌DeepMind的一部分纳入Alphabet级别的活动。史上首次派息、700亿美元回购也来了随着大语言模型Gemini取得迅猛进展,资本开支也在增加。Alphabet称,本季度的资本支出为120亿美元,主要与服务器和数据中心有关。首席财务官露丝·波拉特(Ruth Porat)在电话会议上表示,未来几个季度的支出水平将相似,这反映了该公司对其人工智能投资的信心。首席执行官桑达尔·皮查伊(Sundar Pichai)也表示,第一季度的业绩反映了搜索,YouTube和云的强劲表现。“我们在人工智能研究和基础设施方面的领导地位,以及我们的全球产品足迹,使我们在下一波人工智能创新浪潮中处于有利地位。”公司还批准启动现金分红计划,宣布将于2024年6月17日向截至2024年6月10日的登记股东支付每股0.20美元的股息。Alphabet指出,它计划今后支付季度现金分红。此外,考虑到经济成本和当前市场状况,Alphabet董事会批准了一项高达700亿美元的A类和C类股票的股票回购计划。","news_type":1},"isVote":1,"tweetType":1,"viewCount":87,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"upFlag":false,"length":27,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/300405546172432"}
精彩评论