google第一家发布新财报。奠定了26年capex上行预期！并且它本身的云和tokens调用都超预期！capex全年从750亿美金，上调到850亿美金。25Q2谷歌收入、利润超市场预期。25Q2谷歌实现营业收入964.28亿美元，同比+13.79%、环比+6.86%，超市场预期（940.2亿美元）；实现EPS 2.31美元，同比+22.22%、环比-17.79%，超市场预期（2.2美元）。1）...
Source Linkgoogle第一家发布新财报。奠定了26年capex上行预期！并且它本身的云和tokens调用都超预期！capex全年从750亿美金，上调到850亿美金。25Q2谷歌收入、利润超市场预期。25Q2谷歌实现营业收入964.28亿美元，同比+13.79%、环比+6.86%，超市场预期（940.2亿美元）；实现EPS 2.31美元，同比+22.22%、环比-17.79%，超市场预期（2.2美元）。1）...
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