美股详情

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谷歌

190.38

-2.4850-1.29%

成交量：798.52万

成交额：15.18亿

市值：2.30万亿

市盈率：20.28

高：191.62

开：189.92

低：188.70

收：192.86

数据加载中...

总览公司新闻公告

72小时瓦解200亿独角兽

谷歌DeepMind证实：反对意见让GPT-4o轻易放弃正确答案

俄媒：累计拖欠罚款及滞纳金近273亿卢布，俄罗斯对谷歌实行强制执行措施

【环球财经】一周前瞻：欧洲央行公布利率决议，“科技股七巨头”进入财报季

中国金融信息网

华福证券-机械设备行业：西屋电气与谷歌云合作推进核能AI应用，马来西亚与美国签署核合作谅解备忘录-250719

台积电加速美扩张应对AI芯片需求与汇率波动

Circle突发大跳水；美联储古尔斯比称，关税进一步扰乱通胀前景并推迟了美国可能的降息举措

中国基金报

计算机行业双周报：GROK4发布验证SCALINGLAW依然有效英伟达将重启H20对华供货

东莞证券股份有...

财报前瞻丨AI商业化+云业务双轮驱动，谷歌营收稳健上升

老虎资讯综合

谷歌-A7月17日成交额为58.44亿美元

特朗普宣布900亿美元建设AI中心，谷歌、黑石集团等领投

AIGC开放社区

谷歌财报难超预期？

美股研究社

截胡OpenAI 、收下Windsurf核心团队，谷歌哈萨比斯走到了权力中心

英伟达在盘前交易中领涨科技七巨头 Alphabet表现滞后

环球市场播报

【一圖睇明】美股科技巨頭業績前瞻：市場預計Nvidia Q2營收按年增逾50%；Meta、微軟營收預增逾14%

熱點飛虎隊

OpenAI牵手谷歌云，能否摆脱微软依赖症？

TradingKey中文

Needham：战略地位和企业文化提振估值上调谷歌(GOOGL.US)目标价至210美元

有望成为Transformer杀手,谷歌DeepMind架构MoR实现两倍推理速度

ChatGPT还没学会打电话，谷歌搜索AI已经替你电话约服务，还会谈价砍单！

谷歌将于8月发布新款Pixel智能手机及手表

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应对AI芯片需求与汇率波动","url":"https://stock-news.laohu8.com/highlight/detail?id=2552798415","media":"爱集微","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2552798415?lang=zh_cn&edition=fundamental","pubTime":"2025-07-19 10:39","pubTimestamp":1752892760,"startTime":"0","endTime":"0","summary":"台积电近日表示，尽管面临宏观经济和外汇波动的挑战，公司将继续谨慎支出，同时加速全球扩张以满足不断增长的人工智能芯片需求。台积电正在亚利桑那州投资1650亿美元建设产能，作为其全球扩张计划的一部分，旨在满足未来对AI基础部件的需求。他表示，台积电已告知美国官员，需要在许可证和人才等方面激励和支持小型供应商。尽管如此，台积电仍在加快其在美国的布局。黄仁勋表示，这些不确定性使台积电在预测时略显保守。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025071910421797abca8d&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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00:00","pubTimestamp":1752854400,"startTime":"0","endTime":"0","summary":"重点产业新闻：Grok 4正式发布，对垒GPT-5和Claude 4 Opus；英伟达将重启H20芯片对华供货；上海数交所首提RDA；谷歌未来两年将在美投资250亿美元，建设数据中心和AI基础设施；OpenAI发布ChatGPT Agent：能主动思考、自选工具。计算机行业周观点：AI大模型方面，美国当地时间7月9日，马斯克旗下的xAI公司正式发布其最新一代大语言模型Grok 4，同时发布了多智能体协作版本Grok 4 Heavy，其将Grok 4定位为“全球最强大的人工智能模型”。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202507191852269548807b&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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20:10","pubTimestamp":1752840600,"startTime":"0","endTime":"0","summary":"本季度展望AI技术商业化加速，广告业务韧性增强。云业务增速领先，利润率持续提升。Waymo自动驾驶业务预计将在第二季度继续保持快速增长，每周付费订单量有望突破25万次，较第一季度末的15万次增长约66%。然而，由于自动驾驶技术仍处于商业化初期，Waymo预计Q2仍将亏损约12.26亿美元，与第一季度持平。尽管面临监管压力和竞争加剧，谷歌在AI领域的技术优势和云业务的快速增长仍为其提供了坚实的增长基础。","market":"us","thumbnail":"https://static.tigerbbs.com/6d25e1a14780c2d1e6ec5ecf96395d05","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/6d25e1a14780c2d1e6ec5ecf96395d05"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"1","news_top_title":"财报前瞻丨AI商业化+云业务双轮驱动，谷歌营收稳健上升","news_tag":"preview","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["GOOG"],"gpt_icon":1},{"id":"2552251456","title":"谷歌-A7月17日成交额为58.44亿美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2552251456","media":"市场透视","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2552251456?lang=zh_cn&edition=fundamental","pubTime":"2025-07-18 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20:58","pubTimestamp":1752757083,"startTime":"0","endTime":"0","summary":"作者丨Michael Del Monte编译 | 华尔街大事件谷歌将于2025年7月23日盘后公布2025年第二季度财报。谷歌管理层此前重申，2025 财年资本支出为 750 亿美元，这笔资金可能主要用于提升计算能力，以将剩余履约义务转化为实际收入。预测二季度资本支出将环比增长至 185 亿美元，约占该季度总营收预期的 20%。在人工智能应用方面，谷歌正努力实现增长，近期宣布以 24 亿美元收购 Windsurf。鉴于2025年第二季度财报即将公布，建议趁价格疲软之际建仓，或等到财报公布后再建仓。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250717210551a6afe96a&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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19:58","pubTimestamp":1752753501,"startTime":"0","endTime":"0","summary":"划重点●谷歌DeepMind最近从OpenAI的潜在收购目标中挖走了Windsurf公司的核心团队，进一步增强了谷歌的AI技术实力，背后离不开戴密斯·哈萨比斯的操盘。近期，OpenAI原计划以30亿美元收购AI编程独角兽Windsurf的交易却被谷歌截胡，收走了Windsurf的核心团队，引起了行业的一波关注和热议。据悉，在谷歌收购Windsurf的谈判和签约现场，都有哈萨比斯的身影。面对OpenAI的强势崛起，谷歌显得措手不及，DeepMind从独立实验室变成了谷歌的“战略武器”，而哈萨比斯则被推到了指挥前线。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250717202410a4511e50&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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19:33","pubTimestamp":1752751999,"startTime":"0","endTime":"0","summary":"　　英伟达在周四盘前交易中领涨科技七巨头，美国股指期货小幅走高，此前周三交易时段围绕美联储主席杰罗姆·鲍威尔的未来去向引发市场动荡。　　科技七巨头中，英伟达上涨0.9%，Meta上涨0.7%，亚马逊上涨0.3%，特斯拉上涨0.3%，苹果上涨0.3%，而微软基本持平，Alphabet下跌0.5%。　　彭博七巨头等权重指数2024年上涨67%，2023年涨幅超过一倍。　　与此同时，标普500指数期货上涨0.1%，纳斯达克100指数期货上涨0.2%。","market":"us","thumbnail":"https://n.sinaimg.cn/tech/transform/162/w550h412/20250717/b5fb-692aa528b5fbac1c7d5ddd4d8a06df41.jpg","type":0,"news_type":0,"thumbnails":["https://n.sinaimg.cn/tech/transform/162/w550h412/20250717/b5fb-692aa528b5fbac1c7d5ddd4d8a06df41.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/stock/usstock/c/2025-07-17/doc-inffurfn5082697.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"sina_us","symbols":["LU0823414478.USD","GOOGL","LU0345774631.USD","LU0456855351.SGD","USJW.SI","LU0724617625.USD","LU0708994859.HKD","LU0130102774.USD","NVD2.UK","LU2381873111.SGD","BK4534","LU0316494557.USD","LU0426417589.USD","NVDS.UK","3NVD.UK","NVDA","LU0289739343.SGD","NVDX","NVD3.UK","LU0251142724.SGD","NVDY","LU2125154778.USD","NVDD","LU2543165471.USD","LU2264538146.SGD","NVDS","LU0742534661.SGD","LU0079474960.USD","LU1718418525.SGD","LU0251131958.USD","SG9999015952.SGD","NVIW.SI","NVD","LU0057025933.USD","LU1242518931.SGD","SNVD.UK","LU0081259029.USD","2NVD.UK","LU1923623000.USD","BK4605","LU0426412945.USD","XMAG","NVDU","GOOG"],"gpt_icon":0},{"id":"1120938528","title":"【一圖睇明 】美股科技巨頭業績前瞻：市場預計Nvidia Q2營收按年增逾50%；Meta、微軟營收預增逾14%","url":"https://stock-news.laohu8.com/highlight/detail?id=1120938528","media":"熱點飛虎隊","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1120938528?lang=zh_cn&edition=fundamental","pubTime":"2025-07-17 18:28","pubTimestamp":1752748091,"startTime":"0","endTime":"0","summary":"美股大型科技公司密集發布業績！科技巨頭迎特朗普關稅「首考」，市場預計Nvidia Q2營收456億美元，按年增長逾50%；Meta、微軟營收預增逾14%。同月，瑞穗證券因北美電動車銷售疲軟及歐洲市場遇阻，將目標價從390美元下調至375美元。特斯拉在美國及海外市場銷售持續下滑，引發連串評級下調。早前公佈的第一季度業績顯示，營收達441億美元，較2024年第四季增長12%，按年飆升69%。數據中心業務貢獻391億美元收入，季增10%、年增73%。","market":"other","thumbnail":"https://static.tigerbbs.com/c6f5abeacd1ff832041e0a261b70a73f","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/c6f5abeacd1ff832041e0a261b70a73f"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"a122f689bea160ffced951a66adede81","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["META","MSFT","AAPL","AMZN","NVDA","GOOG"],"gpt_icon":1},{"id":"2552041571","title":"OpenAI牵手谷歌云，能否摆脱微软依赖症？","url":"https://stock-news.laohu8.com/highlight/detail?id=2552041571","media":"TradingKey中文","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2552041571?lang=zh_cn&edition=fundamental","pubTime":"2025-07-17 16:29","pubTimestamp":1752740989,"startTime":"0","endTime":"0","summary":"TradingKey - OpenAI于7月17日在官网更新供应商列表，确认谷歌云成为合作伙伴。反映出OpenAI在多元化计算资源供应方面迈出关键一步，来进一步摆脱对其长期合作伙伴微软的依赖。此次合作将优先支持美国、日本、荷兰、挪威及英国市场的ChatGPT服务及API接口，进一步强化OpenAI在全球核心区域的算力支撑能力。","market":"fut","thumbnail":"https://resource.tradingkey.com/uploads/20241101/f78caff58da2470f98d301634abaf8cdopenai2.jpg","type":0,"news_type":0,"thumbnails":["https://resource.tradingkey.com/uploads/20241101/f78caff58da2470f98d301634abaf8cdopenai2.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.tradingkey.com/zh-hans/news/stocks/250899135-openai-teams-google-cloud-deal-cure-microsoft-dependency-tradingkey","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["GOOGL","LU1803068623.USD","LU1642822529.SGD","BK4550","LU1037948541.HKD","BK4534","IE00BJJMRX11.SGD","LU1839511570.USD","LU1974910355.USD","LU0096364046.USD","BK4553","LU0289941410.SGD","LU1244550577.SGD","LU1121112475.USD","LU2237443382.USD","LU0879622024.SGD","LU2471134523.USD","IE00B775SV38.USD","LU1201861249.SGD","LU2471134879.HKD","IE00BQXX3C00.GBP","LU2191332357.HKD","IE00BN8TJ469.HKD","IE00BK4W5L77.USD","IE00B7KXQ091.USD","LU1232071149.USD","LU0894486033.HKD","LU2462157665.USD","LU0943347566.SGD","LU0985489474.SGD","LU0320765059.SGD","LU1489326972.SGD","LU1119994496.HKD","LU1153585028.USD","LU0640476718.USD","USJW.SI","LU0784383803.USD","LU0353189763.USD","IE00BFSS7M15.SGD","LU0477156797.USD","LU2506951875.HKD","BK4567","IE00B775H168.HKD","LU0861579265.USD","LU0672654240.SGD","BK4077","LU0149725797.USD","LU1043141396.HKD","GOOG"],"gpt_icon":1},{"id":"2552106699","title":"Needham：战略地位和企业文化提振估值 上调谷歌(GOOGL.US)目标价至210美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2552106699","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2552106699?lang=zh_cn&edition=fundamental","pubTime":"2025-07-17 14:55","pubTimestamp":1752735314,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，Needham上调了对谷歌的盈利预期和目标股价，并预计其战略地位和企业文化将推动估值上升。该机构将谷歌的目标价从 178 美元上调至 210 美元。Needham还认为，谷歌分拆后的价值会高于整体，如果政府强制其拆分，公众股东手中的股票价格将会上涨。对于 2026 年全年，Needham 预计总收入为 4291 亿美元;OIBDA为 1954 亿美元;EPS为 10.28 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Transformer，通过跨多个层共享权重来实现参数效率，而不是为每一层维护唯一参数。在参数量超过 360M 时，MoR 不仅能够追平，而且在低至中等预算下常常超越原始 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