谷歌2025 Q4深度复盘:华尔街眼中的“AI军备竞赛”与万亿市值的飞轮效应核心摘要:当AI的浪潮从“讲故事”进入“交作业”的阶段,谷歌(Alphabet Inc.)交出了一份令华尔街既兴奋又“肉痛”的答卷。 兴奋的是,云业务(Google Cloud) backlog(积压订单)环比暴增55%,搜索业务加速回暖;“肉痛”的是,为了维持这种统治力,谷歌计划在2026年砸下1850亿美元的资本支出(...
Source Link谷歌2025 Q4深度复盘:华尔街眼中的“AI军备竞赛”与万亿市值的飞轮效应核心摘要:当AI的浪潮从“讲故事”进入“交作业”的阶段,谷歌(Alphabet Inc.)交出了一份令华尔街既兴奋又“肉痛”的答卷。 兴奋的是,云业务(Google Cloud) backlog(积压订单)环比暴增55%,搜索业务加速回暖;“肉痛”的是,为了维持这种统治力,谷歌计划在2026年砸下1850亿美元的资本支出(...
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