谷歌 VS 英伟达：2026 年，“全能选手”要暴力超车了？

美善城堡

01/14

各位在美GU市场里摸爬滚打的战友们，大家好。如果说 2024 年是英伟达（NVIDIA）的个人秀，那么刚过去的 2025 年和现在的 2026 年初，则活生生演成了一部《谷歌（Alphabet）复仇者联盟》。就在几天前，谷歌市值正式站上4万亿美元关口，超越苹果，开始对 5 万亿量级的英伟达进行“贴身肉搏”。很多朋友问我：那个曾经被嘲讽为“AI 起了大早，赶了晚集”的谷歌，真的能反超黄教主吗？作为...

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起了大早，赶了晚集”的谷歌，真的能反超黄教主吗？作为...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260114223315a71aa912&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0154236417.USD","symbol_name":"BGF US FLEXIBLE EQUITY \"A2\" ACC","start_time":0,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260114223315a71aa912&s=b","article_id":"2603126676","we_media_id":null,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260114223315a71aa912&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2603126676","pubTimestamp":1768397445,"columns":[],"sourceInfo":{"source_id":"tencent","name":"腾讯"},"weMediaInfo":null,"summary":"就在几天前，谷歌市值正式站上4万亿美元关口，超越苹果，开始对 5 万亿量级的英伟达进行“贴身肉搏”。Gemini 3 的“暴力”降临：2025 年底发布的Gemini 3，彻底终结了 OpenAI 的先发优势。当友商还在排队求购英伟达 H200 时，谷歌已经实现了芯片、框架、模型到应用的“全栈闭环”。谷歌靠自研 TPU，推理成本比用英伟达芯片的对手低得多。心态放平：市值第一的宝座可能会轮流坐，但谷歌这种“有芯片、有模型、有生态”的选手，绝对是 2026 年你压箱底的首选。","collect":0,"end_time":0,"defaultTopTitle":"qq.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"LU0154236417.USD":"BGF US FLEXIBLE EQUITY \"A2\" ACC","LU1235294995.USD":"FIDELITY GLOBAL TECHNOLOGY \"A\" (USDHDG) ACC","BK4614":"Manus概念股","BK4579":"人工智能","LU0080751232.USD":"富达环球多元动力基金A","LU0130102774.USD":"Natixis Harris Associates US Equity RA USD","LU1303367103.USD":"摩根大通多经理另类基金 A (acc)","LU2125154778.USD":"ALLSPRING GLOBAL EQUITY ENHANCED INCOME \"A\" (USD) INC","LU2098885051.SGD":"JPMorgan Funds - Multi-Manager 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