当地时间2025年4月10日周四，谷歌母公司Alphabet A股（GOOGL）股价盘中大跌5.03%。尽管该公司市盈率已跌至近两年低点，但市场对其在人工智能（AI）领域落后地位的持续担忧仍令股价承压。
据Statista最新数据显示，谷歌全球搜索引擎份额从2023年1月ChatGPT横空出世时的92.9%降至89.6%。Melius Research分析师Ben Reitzes警告，这种温和下滑可能预示着更大危机，搜索业务即将面临全面围攻。他特别指出年轻用户正加速流向ChatGPT等服务的风险。
尽管谷歌仍占据搜索引擎主导地位，但任何份额流失都可能加剧股价压力，尤其是在公司持续重金投入AI的背景下。该公司2月宣布2025年资本支出将达750亿美元，远超市场预期。谷歌CEO桑达尔·皮查伊在4月9日的谷歌云Next大会上重申了这一投资计划，强调将重点投向AI服务器和AI数据中心。然而，高昂的AI模型建设成本也突显了投资回报的重要性，引发了投资者对公司盈利能力的担忧。
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