<p><strong>Alphabet</strong>(GOOG 4.61%)(GOOGL 4.69%) 的股票在週三終於復甦，此前該公司在昨天的 I/O 發佈會上宣佈了眾多新的人工智能產品和進展，顯示出谷歌在人工智能（AI）領域的領先地位，而非落後。</p>
<p>經過多年的擔憂，市場對人工智能可能擾亂谷歌的現金牛業務轉為樂觀，截至東部時間上午 11:30，股價上漲了 5.5%。</p>
<h2>Alphabet 的人工智能佈局</h2>
<p>谷歌在昨天的 I/O 活動中推出了一系列產品增強功能，如搜索中的 AI 模式、Android XR 和 Gemini 應用中的代理模式。該公司正在利用其技術和基礎設施優勢，為用户和開發者在谷歌雲上提供更多支持。</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>谷歌正在將其所有產品與人工智能結合。圖片來源：Alphabet。</p>
<p>最令人印象深刻的是人工智能在語言和視頻等領域的廣泛進展。該公司正在努力將人工智能推入其現有產品，如搜索和 Gemini，顯然是為了在搜索業務被 ChatGPT 和 Perplexity 擾亂之前做好準備。</p>
<p>雖然這些公告並非財務性質，但它們展示了 Alphabet 如何迅速構建可能在不久的將來推動財務結果的產品平台。谷歌雲今天是一個增長驅動力，搜索中的人工智能可能使搜索業務得以增長而非被擾亂，而 Android 向眼鏡的擴展可能是另一個增長平台。</p>
<h2>Alphabet 的股票太便宜，值得投資</h2>
<p>市場多年來擔心的是谷歌搜索會被人工智能競爭對手擾亂。這是另一個數據點，顯示谷歌在人工智能領域的創新，可能更有可能自我擾亂而非被擾亂。這使得 19.8 倍的市盈率對今天的投資者看起來很便宜。如果財務結果持續改善，我認為 Alphabet 可能成為今年大型科技公司的最大贏家。</p>

谷歌-C

谷歌-A

<p>在公司的 I/O 發佈會後，Alphabet（GOOG，GOOGL）的股價上漲了 5.5%。此次活動展示了該公司在人工智能產品方面的進展，突顯了谷歌在人工智能領域的領導地位，並介紹了搜索和 Gemini 應用的新功能。儘管之前對人工智能可能擾亂谷歌搜索的擔憂，市場對 Alphabet 的創新持樂觀態度，暗示谷歌雲和其他平台可能會實現增長。目前的市盈率為 19.8 倍，表明 Alphabet 的股票被低估，使其在今年的科技行業中成為強有力的競爭者</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%) 的股票在週三終於復甦，此前該公司在昨天的 I/O 發佈會上宣佈了眾多新的人工智能產品和進展，顯示出谷歌在人工智能（AI）領域的領先地位，而非落後。</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>經過多年的擔憂，市場對人工智能可能擾亂谷歌的現金牛業務轉為樂觀，截至東部時間上午 11:30，股價上漲了 5.5%。</p>
</div><h2>Alphabet's AI play</h2>
<div class="lb-trans"><h2>Alphabet 的人工智能佈局</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 活動中推出了一系列產品增強功能，如搜索中的 AI 模式、Android XR 和 Gemini 應用中的代理模式。該公司正在利用其技術和基礎設施優勢，為用户和開發者在谷歌雲上提供更多支持。</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>谷歌正在將其所有產品與人工智能結合。圖片來源：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語言和視頻等領域的廣泛進展。該公司正在努力將人工智能推入其現有產品，如搜索和 Gemini，顯然是為了在搜索業務被 ChatGPT 和 Perplexity 擾亂之前做好準備。</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>雖然這些公告並非財務性質，但它們展示了 Alphabet 如何迅速構建可能在不久的將來推動財務結果的產品平台。谷歌雲今天是一個增長驅動力，搜索中的人工智能可能使搜索業務得以增長而非被擾亂，而 Android 向眼鏡的擴展可能是另一個增長平台。</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，值得投資</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>市場多年來擔心的是谷歌搜索會被人工智能競爭對手擾亂。這是另一個數據點，顯示谷歌在人工智能領域的創新，可能更有可能自我擾亂而非被擾亂。這使得 19.8 倍的市盈率對今天的投資者看起來很便宜。如果財務結果持續改善，我認為 Alphabet 可能成為今年大型科技公司的最大贏家。</p>
</div>

Why Alphabet Stock Is Leading the Market Today

- Alphabet 宣佈新 AI 產品，股價上漲 5.5%。
- 公司在 I/O 活動中展示了多項技術進步，增強了市場信心。
- AI 可能推動 Google Cloud 和搜索業務的增長。

為什麼 Alphabet 股票今天領漲市場