<p><strong>Alphabet</strong>(GOOG 4.61%)(GOOGL 4.69%) 的股票在周三终于复苏，此前该公司在昨天的 I/O 发布会上宣布了众多新的人工智能产品和进展，显示出谷歌在人工智能（AI）领域的领先地位，而非落后。</p>
<p>经过多年的担忧，市场对人工智能可能扰乱谷歌的现金牛业务转为乐观，截至东部时间上午 11:30，股价上涨了 5.5%。</p>
<h2>Alphabet 的人工智能布局</h2>
<p>谷歌在昨天的 I/O 活动中推出了一系列产品增强功能，如搜索中的 AI 模式、Android XR 和 Gemini 应用中的代理模式。该公司正在利用其技术和基础设施优势，为用户和开发者在谷歌云上提供更多支持。</p>
<p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MTkwNjEvaGVybzZ1cF9rZ2F1NHByb3JpZ2luYWwucG5nJnc9NzAw?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MTkwNjEvaGVybzZ1cF9rZ2F1NHByb3JpZ2luYWwucG5nJnc9NzAw"/></p>
<p>谷歌正在将其所有产品与人工智能结合。图片来源：Alphabet。</p>
<p>最令人印象深刻的是人工智能在语言和视频等领域的广泛进展。该公司正在努力将人工智能推入其现有产品，如搜索和 Gemini，显然是为了在搜索业务被 ChatGPT 和 Perplexity 扰乱之前做好准备。</p>
<p>虽然这些公告并非财务性质，但它们展示了 Alphabet 如何迅速构建可能在不久的将来推动财务结果的产品平台。谷歌云今天是一个增长驱动力，搜索中的人工智能可能使搜索业务得以增长而非被扰乱，而 Android 向眼镜的扩展可能是另一个增长平台。</p>
<h2>Alphabet 的股票太便宜，值得投资</h2>
<p>市场多年来担心的是谷歌搜索会被人工智能竞争对手扰乱。这是另一个数据点，显示谷歌在人工智能领域的创新，可能更有可能自我扰乱而非被扰乱。这使得 19.8 倍的市盈率对今天的投资者看起来很便宜。如果财务结果持续改善，我认为 Alphabet 可能成为今年大型科技公司的最大赢家。</p>

谷歌-C

谷歌-A

<p>在公司的 I/O 发布会后，Alphabet（GOOG，GOOGL）的股价上涨了 5.5%。此次活动展示了该公司在人工智能产品方面的进展，突显了谷歌在人工智能领域的领导地位，并介绍了搜索和 Gemini 应用的新功能。尽管之前对人工智能可能扰乱谷歌搜索的担忧，市场对 Alphabet 的创新持乐观态度，暗示谷歌云和其他平台可能会实现增长。目前的市盈率为 19.8 倍，表明 Alphabet 的股票被低估，使其在今年的科技行业中成为强有力的竞争者</p>

<p>Shares of <strong>Alphabet</strong>(GOOG 4.61%)(GOOGL 4.69%) have finally come to life on Wednesday after the company's I/O presentation yesterday. Alphabet announced numerous new AI products and advances that show Google is leading in artificial intelligence (AI), not falling behind.</p>
<div class="lb-trans"><p><strong>Alphabet</strong>(GOOG 4.61%)(GOOGL 4.69%) 的股票在周三终于复苏，此前该公司在昨天的 I/O 发布会上宣布了众多新的人工智能产品和进展，显示出谷歌在人工智能（AI）领域的领先地位，而非落后。</p>
</div><p>After years of worrying about AI disrupting the Google cash cow, the market has turned optimistic, and shares are up 5.5% for the day at 11:30 a.m. ET.</p>
<div class="lb-trans"><p>经过多年的担忧，市场对人工智能可能扰乱谷歌的现金牛业务转为乐观，截至东部时间上午 11:30，股价上涨了 5.5%。</p>
</div><h2>Alphabet's AI play</h2>
<div class="lb-trans"><h2>Alphabet 的人工智能布局</h2>
</div><p>Google held its I/O event yesterday and introduced a number of product enhancements like AI-mode in search, Android XR, and agent mode in the Gemini app. The company is leaning into its technology and infrastructure advantages to bear in more ways for both users and developers on Google Cloud.</p>
<div class="lb-trans"><p>谷歌在昨天的 I/O 活动中推出了一系列产品增强功能，如搜索中的 AI 模式、Android XR 和 Gemini 应用中的代理模式。该公司正在利用其技术和基础设施优势，为用户和开发者在谷歌云上提供更多支持。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MTkwNjEvaGVybzZ1cF9rZ2F1NHByb3JpZ2luYWwucG5nJnc9NzAw" alt="" original-src="https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F819061%2Fhero6up_kgau4proriginal.png&amp;op=resize&amp;w=700"/></p>
<p>Google is bringing all of its products to AI. Image source: Alphabet.</p>
<div class="lb-trans"><p>谷歌正在将其所有产品与人工智能结合。图片来源：Alphabet。</p>
</div><p>What's most impressive is the breadth of advances in AI, from language to video. And the company is trying to push AI into its existing products like Search and Gemini, presumably before the search business is disrupted by ChatGPT and Perplexity.</p>
<div class="lb-trans"><p>最令人印象深刻的是人工智能在语言和视频等领域的广泛进展。该公司正在努力将人工智能推入其现有产品，如搜索和 Gemini，显然是为了在搜索业务被 ChatGPT 和 Perplexity 扰乱之前做好准备。</p>
</div><p>While the announcements weren't financial in nature, they showed how quickly Alphabet is building product platforms that could drive financial results in the near future. Google Cloud is a growth driver today, AI in search could allow search to grow rather than be disrupted, and the expansion of Android into glasses could be another growth platform.</p>
<div class="lb-trans"><p>虽然这些公告并非财务性质，但它们展示了 Alphabet 如何迅速构建可能在不久的将来推动财务结果的产品平台。谷歌云今天是一个增长驱动力，搜索中的人工智能可能使搜索业务得以增长而非被扰乱，而 Android 向眼镜的扩展可能是另一个增长平台。</p>
</div><h2>Alphabet's stock is too cheap to pass up</h2>
<div class="lb-trans"><h2>Alphabet 的股票太便宜，值得投资</h2>
</div><p>What the market has been worried about for years is Google Search being disrupted by AI competitors. This is another data point that shows Google is innovating in AI and may be more likely to disrupt itself than get disrupted. And that makes the P/E ratio of 19.8x earnings look cheap for investors today. If financial results continue to improve, I could see Alphabet being the biggest winner in big tech this year.</p>
<div class="lb-trans"><p>市场多年来担心的是谷歌搜索会被人工智能竞争对手扰乱。这是另一个数据点，显示谷歌在人工智能领域的创新，可能更有可能自我扰乱而非被扰乱。这使得 19.8 倍的市盈率对今天的投资者看起来很便宜。如果财务结果持续改善，我认为 Alphabet 可能成为今年大型科技公司的最大赢家。</p>
</div>

Why Alphabet Stock Is Leading the Market Today

- Alphabet 宣布新 AI 产品，股价上涨 5.5%。
- 公司在 I/O 活动中展示了多项技术进步，增强了市场信心。
- AI 可能推动 Google Cloud 和搜索业务的增长。

为什么 Alphabet 股票今天领涨市场