7月23日，谷歌夜盘下跌3.01%，报331.61美元/股，成交额7254.16万美元。
消息面上，Alphabet公布第二季度财报，整体业绩大幅超预期：每股收益9.11美元，远超市场预期的2.90美元；营收1198亿美元，同比增长24%。谷歌云收入248亿美元，同比增长82%，积压订单增至5140亿美元。然而，公司单季资本支出高达449亿美元，自由现金流罕见转负至-59亿美元，为数十年来首次。同时公司将全年资本支出指引上调至1950亿~2050亿美元，并预警2027年将继续大幅增长。此外，核心搜索业务收入略低于华尔街预期，加剧了市场对AI转型期间传统主业增长动能的担忧。巨额AI基建投入与现金流压力成为当前股价承压的核心因素。
（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）
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