(以下内容从信达证券《电子:北美科技龙头二季报:业绩纷纷超预期,CapEx力度不减》研报附件原文摘录)本期内容提要:谷歌:云业务需求强劲,上调全年CapEx至850亿美元。谷歌2Q25实现营收964亿美元,同比增长14%,超过市场预期的940亿美元;营业利润313亿美元,同比增长14%;净利润282亿美元,同比增长19%。公司2Q25云业务营业利润28.3亿元,营业利润率达20.7%,同比+9.4...
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