2025年Alphabet的崛起源于年初市场对其的低预期。该公司股价年内上涨65%，表现远超苹果、微软、亚马逊甚至英伟达等科技巨头。尽管2025年表现出色，投资者仍对2026年持谨慎态度。不过，随着围绕其垄断案、AI竞争力等疑虑的消除，Alphabet估值已回升至30倍前瞻市盈率，与同业持平。 核心业务方面，谷歌搜索通过整合生成式AI保持领先地位，Gemini模型更成为行业标杆。此外，...
Source Link2025年Alphabet的崛起源于年初市场对其的低预期。该公司股价年内上涨65%，表现远超苹果、微软、亚马逊甚至英伟达等科技巨头。尽管2025年表现出色，投资者仍对2026年持谨慎态度。不过，随着围绕其垄断案、AI竞争力等疑虑的消除，Alphabet估值已回升至30倍前瞻市盈率，与同业持平。 核心业务方面，谷歌搜索通过整合生成式AI保持领先地位，Gemini模型更成为行业标杆。此外，...
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