异动解读 | 谷歌A股盘前大涨5.43%,获巴菲特Q3新建重仓

异动解读
Yesterday

谷歌A股($GOOGL)在周一盘前交易中大涨5.43%,主要受以下因素推动:

1. 巴菲特旗下伯克希尔哈撒韦公司在第三季度新建谷歌母公司Alphabet的重仓股,持股约1785万股,价值43亿美元,成为其第十大重仓股。这一消息极大提振了市场对谷歌的信心。

2. 谷歌即将发布的新一代AI大模型Gemini 3.0引发市场热议。内部人士称该模型"极其惊艳",有望在编码和多媒体内容生成等方面实现重大突破。分析认为,这可能帮助谷歌重塑其在AI领域的市场地位。

3. 谷歌宣布将在2027年前在美国德州投资400亿美元建设新的数据中心和AI基础设施,彰显了公司对AI领域的长期承诺和投入。

这些积极因素共同推动谷歌股价大幅上涨,反映出投资者对公司AI战略和长期发展前景的看好。

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