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08:13","market":"hk","language":"zh","title":"谷歌电话会四大要点：AI“投资不足”风险远大于“过度投资”风险","url":"https://stock-news.laohu8.com/highlight/detail?id=2453018656","media":"华尔街见闻","summary":"谷歌预计，2024财年营业利润率将高于去年，但第三季度可能受折旧和高支出影响而落后。","content":"<html><body><p>周二美股盘后，<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>母公司Alphabet发布超预期业绩，其中云服务和搜索业务表现强劲，AI助攻Q2云收入首超百亿美元。</p>\n<p>随后谷歌召开财报电话会，公司高管向投资者更新了公司在AI投资、未来展望等方面的最新情况。以下是电话会要点：</p>\n<h2>1、AI“投资不足”风险远大于“过度投资”风险</h2>\n<p>电话会上，谷歌首席执行官桑达尔·皮查伊强调，对于Alphabet而言，在AI领域投资不足的风险远远大于过度投资的风险。</p>\n<p>他指出，即使出现过度投资的情况，当前用于数据中心等基础设施的投资也可以用于其他任务，而不在AI竞赛中保持领先地位将对公司造成更为严重的负面影响。</p>\n<h2>2、AI驱动的搜索改进提高搜索使用率和用户满意度</h2>\n<p>谷歌表示，公司推出的AI概览工具取得了积极成效，该工具能在搜索页面顶部总结内容，提升了搜索使用率和用户满意度，尤其吸引了更多年轻用户。皮查伊表示，AI不仅扩展了谷歌能够处理的查询类型，还为搜索开辟了强大的新方式。</p>\n<h2>3、AI产品助攻云业务增长</h2>\n<p>生成式AI产品为谷歌云业务增添了新的增长动力。谷歌首席财务官露丝·波拉特表示，谷歌云百强客户中的大多数都在使用Alphabet的生成式AI解决方案。第二季度谷歌云业务利润率有所提升，反映出该部门的收入实力和公司的效率提升。</p>\n<h2>4、2024财年营业利润率将高于去年，但第三季度可能会落后</h2>\n<p>首席财务官露丝·波拉特表示，预计公司2024财年全年营业利润率将高于2023年，但第三季度可能受到折旧和更高支出的负面影响，部分原因是AI投资增加，此外新一代Pixel手机的发布也将推高支出。</p>\n<p>波拉特还透露，第二季度资本支出达130亿美元，预计2024年剩余时间每季度支出将维持在120亿美元左右。</p>\n<p>在财报电话会议后，Alphabet股价在美股盘后交易中跌超2%，截至目前报183.6美元。</p>\n<p><img src=\"https://wpimg-wscn.awtmt.com/e203950b-b2f1-422a-967b-f959d24d4177.png\"/></p><div>风险提示及免责条款</div>\n<div>\n            市场有风险，投资需谨慎。本文不构成个人投资建议，也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑本文中的任何意见、观点或结论是否符合其特定状况。据此投资，责任自负。\n          </div>\n</body></html>","source":"wallstreetcn_hot_news","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>谷歌电话会四大要点：AI“投资不足”风险远大于“过度投资”风险</title>\n<style 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}\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; 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href=\"https://wallstreetcn.com/articles/3720713\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://wpimg-wscn.awtmt.com/3d27c5b1-ed01-4b81-a545-f0964909c839.png","relate_stocks":{"LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","GOOG":"谷歌","IE00B4JS1V06.HKD":"JANUS HENDERSON BALANCED \"A2\" (HKD) ACC","BK4581":"高盛持仓","GOOGL":"谷歌A","IE0004086264.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"A\" (USD) ACC","LU0149725797.USD":"汇丰美国股市经济规模基金","LU0109391861.USD":"富兰克林美国机遇基金A Acc","LU0187121727.USD":"FIDELITY SUSTAINABLE US EQUITY \"A\" (USD) INC","IE00B3S45H60.SGD":"Neuberger Berman US Multicap Opportunities A Acc SGD-H","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc 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ACC","BK4574":"无人驾驶"},"source_url":"https://wallstreetcn.com/articles/3720713","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2453018656","content_text":"周二美股盘后，谷歌母公司Alphabet发布超预期业绩，其中云服务和搜索业务表现强劲，AI助攻Q2云收入首超百亿美元。\n随后谷歌召开财报电话会，公司高管向投资者更新了公司在AI投资、未来展望等方面的最新情况。以下是电话会要点：\n1、AI“投资不足”风险远大于“过度投资”风险\n电话会上，谷歌首席执行官桑达尔·皮查伊强调，对于Alphabet而言，在AI领域投资不足的风险远远大于过度投资的风险。\n他指出，即使出现过度投资的情况，当前用于数据中心等基础设施的投资也可以用于其他任务，而不在AI竞赛中保持领先地位将对公司造成更为严重的负面影响。\n2、AI驱动的搜索改进提高搜索使用率和用户满意度\n谷歌表示，公司推出的AI概览工具取得了积极成效，该工具能在搜索页面顶部总结内容，提升了搜索使用率和用户满意度，尤其吸引了更多年轻用户。皮查伊表示，AI不仅扩展了谷歌能够处理的查询类型，还为搜索开辟了强大的新方式。\n3、AI产品助攻云业务增长\n生成式AI产品为谷歌云业务增添了新的增长动力。谷歌首席财务官露丝·波拉特表示，谷歌云百强客户中的大多数都在使用Alphabet的生成式AI解决方案。第二季度谷歌云业务利润率有所提升，反映出该部门的收入实力和公司的效率提升。\n4、2024财年营业利润率将高于去年，但第三季度可能会落后\n首席财务官露丝·波拉特表示，预计公司2024财年全年营业利润率将高于2023年，但第三季度可能受到折旧和更高支出的负面影响，部分原因是AI投资增加，此外新一代Pixel手机的发布也将推高支出。\n波拉特还透露，第二季度资本支出达130亿美元，预计2024年剩余时间每季度支出将维持在120亿美元左右。\n在财报电话会议后，Alphabet股价在美股盘后交易中跌超2%，截至目前报183.6美元。\n风险提示及免责条款\n\n 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