8月12日，谷歌盘中下跌3.02%，报345.09美元/股，成交额32.67亿美元。
消息面上，谷歌AI领导层近期经历重大震荡，首席科学家Jeff Dean在任27年后离职创业，DeepMind创始人哈萨比斯卸任CEO转任董事长，多位核心研究人员集体出走，市场对谷歌AI人才流失及竞争力的担忧持续发酵。与此同时，Gemini 3.5 Pro旗舰模型发布持续延期，法国媒体机构就谷歌AI业务向反垄断监管机构提出新申诉，进一步加重利空氛围。
资本开支方面，Alphabet将全年资本开支预期上调至最高2050亿美元，并启动250亿美元债券发行，投资者对巨额投入能否兑现回报的质疑持续升温。期权市场近日亦出现多笔偏空大单，机构资金对后市判断明显谨慎。同业板块中，Meta涨1.31%，谷歌表现明显落后。
（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。）
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.