强劲业绩提振市场信心 Alphabet(GOOG.US, GOOGL.US)涨近10% 创历史第二大单日市值增幅

智通财经
May 01

智通财经APP获悉,Alphabet(GOOG.US,GOOGL.US)周四股价大涨近10%,收于384.8美元,单日市值增加约4210亿美元,创历史第二大单日市值增幅,仅次于一年前英伟达(NVDA.US)因政策利好推动录得的约4400亿美元增幅。

本轮上涨主要受公司最新季度业绩大幅超出市场预期提振。财报显示,Alphabet云计算与人工智能业务需求强劲,市场普遍将其视为公司大规模AI投入开始兑现回报的重要信号。

随着股价上涨,Alphabet今年以来累计涨幅已达23%,市值增加超过8600亿美元,总市值升至约4.65万亿美元,逼近英伟达约4.85万亿美元的市值水平,进一步缩小与全球市值第一大公司的差距。

此次财报季中,Alphabet成为科技巨头中表现最突出的公司之一。分析人士指出,其云计算和AI相关业务的强劲需求,验证了此前大规模资本支出的合理性,也增强了市场对其AI竞争力的信心。

相比之下,其他科技巨头表现分化明显。微软(MSFT.US)在公布财报后股价下跌3.93%;Meta Platforms(META.US)则因资本支出增加引发市场担忧,股价下跌8.55%;而亚马逊(AMZN.US)股价仅小幅上涨0.77%。

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