---
type: "Topics"
locale: "zh-HK"
url: "https://longbridge.com/zh-HK/topics/37758035.md"
description: "From the recent situation where $Alphabet - C(GOOG.US) Gemini is blooming everywhere: 1. The pressure on OpenAI is increasing, and it will be even harder if they don't take action soon.2. $NVIDIA(NVDA.US) poaching the head of Google's TPU further proves the success of TPU in inference.3. TPU can't avoid the competition from $Taiwan Semiconductor(TSM.US), which benefits the entire AI industry!"
datetime: "2026-01-13T02:40:24.000Z"
locales:
  - [en](https://longbridge.com/en/topics/37758035.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/37758035.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/37758035.md)
author: "[价值&投资](https://longbridge.com/zh-HK/profiles/3090.md)"
---

> 支持的語言: [English](https://longbridge.com/en/topics/37758035.md) | [简体中文](https://longbridge.com/zh-CN/topics/37758035.md)


# From the recent situation where $Alphabet - C(GOOG…


### 相關股票

- [Taiwan Semiconductor (TSM.US)](https://longbridge.com/zh-HK/quote/TSM.US.md)
- [Alphabet - C (GOOG.US)](https://longbridge.com/zh-HK/quote/GOOG.US.md)
- [Alphabet (GOOGL.US)](https://longbridge.com/zh-HK/quote/GOOGL.US.md)
- [OpenAI (OpenAI.NA)](https://longbridge.com/zh-HK/quote/OpenAI.NA.md)
- [Destiny Tech100 (DXYZ.US)](https://longbridge.com/zh-HK/quote/DXYZ.US.md)
- [NVIDIA (NVDA.US)](https://longbridge.com/zh-HK/quote/NVDA.US.md)

## 評論 (26)

- **爱吃菠萝包的猫 · 2026-01-13T16:29:17.000Z**: The competition at the model level has already reached a stalemate.Next is the competition in data and ecosystem.Now, it's Google's time.
- **康康先森 · 2026-01-13T15:39:31.000Z**: Google's product strength and data flywheel are spinning up
- **黄仁勋小号 · 2026-01-13T15:33:26.000Z**: Brother Value, Microsoft dropped sharply tonight, seems like a good time to position.
- **宇宙战舰大和号 · 2026-01-13T15:04:27.000Z**: Is it time to invest in meta now?
- **超级松鸡 · 2026-01-13T14:46:32.000Z**: Left hand goog, right hand tsm!
- **是财神最爱的小女儿喲 · 2026-01-13T09:22:13.000Z**: See how much Google
- **大力哥 · 2026-01-13T04:09:52.000Z**: Brother Value, is it a good time to buy Apple's long call now?
- **气贯长虹m · 2026-01-13T03:50:04.000Z**: TSMC
- **LeoLitan · 2026-01-13T03:24:58.000Z · 👍 1**: Save time  TSM's scarcity and irreplaceability😂
- **红红红红火火 · 2026-01-13T03:17:55.000Z**: Brother Value, do you still have Google's Call?
- **虚拟的伪装者 · 2026-01-13T03:07:48.000Z**: He should also be seeking a way out, maybe developing his own app or something like that.
- **我的小钱钱 · 2026-01-13T03:06:45.000Z · 👍 8**: To sum up, heavily invested in TSMC🤔
- **赚不尽亏得完 · 2026-01-13T03:05:38.000Z**: Haha, waiting for bro's signal🫡
- **十袋红利 · 2026-01-13T03:05:37.000Z**: Looking forward to Value Brother's next move
- **巴尼赚赚 · 2026-01-13T03:05:18.000Z · 👍 5**: In terms of daily usage, Gemini is indeed very strong, and Google has the money to continuously fund Gemini, offering it for free to college students to capture market share. What an impressive company.
- **新用户_ualhdq路 · 2026-01-13T03:00:57.000Z**: Brother Value, what's the impact on Amazon? 😳
- **韭條悟 · 2026-01-13T03:00:06.000Z**: The user experience of chatgpt is really not as good as gemini
- **想想价值哥会怎么做 · 2026-01-13T02:58:04.000Z**: Keep learning💪
- **王大锤666 · 2026-01-13T02:51:17.000Z · 👍 3**: Other giants have other profit models, but OpenAI only has AI. Once the AI narrative is questioned, it will definitely be the one that adjusts the most🌚