电子行业周观点:谷歌大幅上修资本开支 PCB高景气拉动上游材料

国盛证券有限责...
Jul 27, 2025

谷歌云营收增速快,积压订单达1060 亿美元。谷歌母公司Alphabet 发布25Q2 业绩,总营收达964.28 亿美元,环比增长7%,同比增长14%;净利润为281.96 亿美元,同比提升19%。该季度分业务来看,谷歌云业务营收达136 亿美元,同比增长32%,增速最快,主要由谷歌AI 产品、谷歌Workspace 等推动;谷歌搜索及其他服务、YouTube 广告、谷歌订阅/平台/设备业务也均...

Source Link

Disclaimer: 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.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10