谷歌势头反超Meta,2026年胜负取决于下一代模型的能力

华尔街见闻
Oct 31

本文作者:龙玥 来源:硬AI 最新财报季中,大摩为两位AI巨头判决了“高下”。 摩根士丹利最新报告认为,谷歌母公司Alphabet凭借全面超预期的业绩和强劲的盈利上修,预计将在战术上超越其竞争对手Meta。 财报显示,谷歌所有主要收入线均实现超预期增长,推动该行将其目标价从270美元上调至330美元。分析师Brian Nowak在报告中指出,谷歌搜索业务同比增长14.5%,YouTube增长15%...

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