在过去一年中的大部分时间里,Alphabet(GOOG.US)一直是最受投资者追捧的大型科技股,投资者押注该公司将成为人

智通财经
Aug 27
在过去一年中的大部分时间里,Alphabet(GOOG.US)一直是最受投资者追捧的大型科技股,投资者押注该公司将成为人工智能热潮中最有可能的赢家。5月13日,Alphabet股价上涨3.9%,创下历史新高。此前一年,该股累计上涨超过150%,跻身标普500指数同期表现最佳的25只股票之列,涨幅也远超“科技七巨头”中的其他公司。但此后这一势头发生逆转,原因包括市场对这家谷歌母公司人才流失的担忧,以及对该公司在人工智能领域优势正在减弱的担忧。该股较峰值下跌15%,市值蒸发6920亿美元,并成为同期对标普500指数点位拖累第二大的股票。此次抛售的核心原因在于,Alphabet在人工智能竞赛中的地位突然变得不再稳固。公司大举投入资金建设人工智能开发基础设施,以及新款Gemini人工智能模型推迟发布,都打击了投资者信心。

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