(以下内容从开源证券《通信行业点评报告:谷歌云增速超预期,谷歌上调资本开支,海外AI链或迎估值提升》研报附件原文摘录)谷歌云营收超预期,上调2025年资本开支2025年7月14日,谷歌母公司Alphabet公布第二季度财报,谷歌云第二季度营收为136亿美元,同比增长32%,高于市场预期的131亿美元,我们认为AI对于谷歌云的助力持续显现。Alphabet表示,2025年全年资本支出将提高13%,将...
Source LinkDisclaimer: 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.