谷歌A（GOOGL）今日盘前股价大幅上涨5.09%，引起了市场的广泛关注。
消息面上，开源证券发布研报指出，根据博通披露，人工智能公司Anthropic与谷歌、博通签下最新协议，获得3.5 GW的下一代TPU算力，这预示着谷歌自研AI芯片需求强劲，并可能带动光交换机（OCS）等相关需求上调。此外，谷歌首席执行官桑达尔·皮查伊在近期访谈中表达了对人工智能重塑生产方式的积极预期，并透露公司正推进量子计算、太空数据中心等前沿布局，进一步增强了投资者对公司长期增长潜力的信心。
市场分析认为，这些关于AI算力基础设施的实质性进展和公司领导层对技术前景的乐观表态，共同构成了推动股价在盘前交易时段走强的主要动力。
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