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虎少爷
2023-05-12

[得意]

谷歌大会在AI全面出击，华尔街信心高涨，股价再大涨创去年8月来新高

华尔街将Google I/O 2023视为其正在“攀登AI高峰”的标志，是谷歌“全面在AI领域出击”的一次活动，是该公司多年来“最重要”的开发者会议之一。很多分析师认为谷歌有望继续在AI竞赛中保持领先位置，并且这些技术可以为公司带来更多回报。

谷歌大会在AI全面出击，华尔街信心高涨，股价再大涨创去年8月来新高

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07:46","market":"hk","language":"zh","title":"谷歌大会在AI全面出击，华尔街信心高涨，股价再大涨创去年8月来新高","url":"https://stock-news.laohu8.com/highlight/detail?id=2334087036","media":"华尔街见闻","summary":"华尔街将Google I/O 2023视为其正在“攀登AI高峰”的标志，是谷歌“全面在AI领域出击”的一次活动，是该公司多年来“最重要”的开发者会议之一。很多分析师认为谷歌有望继续在AI竞赛中保持领先位置，并且这些技术可以为公司带来更多回报。","content":"<html><head></head><body><blockquote>华尔街将Google I/O 2023视为其正在“攀登AI高峰”的标志，是<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>“全面在AI领域出击”的一次活动，是该公司多年来“最重要”的开发者会议之一。很多分析师认为谷歌有望继续在AI竞赛中保持领先位置，并且这些技术可以为公司带来更多回报。</blockquote><p>在前一天<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>在年度开发者大会Google I/O 2023上发布了新的通用大语言模型PaLM 2，并宣布旗下产品广泛应用AI技术功能之后，5月11日周四，谷歌母公司Alphabet股价受此提振，盘中大涨5%，一度接近118美元，创下去年8月以来的新高。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ed8fc002c0fd06738005e5e6425ee2c0\" tg-width=\"560\" tg-height=\"240\"/></p><p>对于周三谷歌关于AI新进展的发布，华尔街非常买账，认为谷歌有望继续在AI竞赛中保持领先位置，并且这些技术可以为公司带来更多回报。</p><p><a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>分析师Brian Nowak写道：</p><blockquote>我们仍然看好I/O，并将I/O视为一个继往开来的事件，这将有助于消除备受争议的“AI已经过剩”的议题，并缩小谷歌目前与同行的估值差距。 AI正在以比预期更快的速度重塑谷歌的所有产品，应该会建立投资者对业务持久性和AI上行空间的信心，以及该公司在搜索、生产力应用程序和开发者生态系统方面的长期竞争地位的信心。</blockquote><p>Nowak认为，Alphabet的股价还有35%的上涨空间。</p><p>同样看好谷歌的还有<a href=\"https://laohu8.com/S/JPM\">摩根大通</a>的Doug Anmuth，他将谷歌的Google I/O 2023视为其正在“攀登AI高峰”的标志，并表明谷歌正在迅速致力于产品创新和生成式AI工具。</p><p>谷歌的生成式AI工具Bard在今年早些时候推出聊天<a href=\"https://laohu8.com/S/300024\">机器人</a>时遭遇了一系列失误。虽然存在这些担忧，但随着投资者突然转向大型科技股并将其作为防御股，Alphabet的股价仍跑赢大盘，今年以来已经累计上涨超30%。尽管如此，许多人仍将谷歌推出Bard视为对ChatGPT的仓促回应。</p><p>Anmuth则认为， Google I/O 2023的成功，显示出Bard“更周到、更精致”，成功地展示了该工具的全部潜力。</p><p>Jefferies分析师Brent Thill称这次活动是“全面在AI领域出击”，是该公司多年来“最重要”的开发者会议之一。他称公司提供的信息是“连贯的”，并补充说他预计谷歌将在2023年底之前将这些新功能中的许多功能货币化。</p><p><a href=\"https://laohu8.com/S/BAC\">美国银行</a>的Justin Post在周四的一份报告中表示，该公司的人工智能搜索演示成功地解决了产品、货币化和成本问题，例如展示输入零售广告以响应商业查询的方法。</p><p>虽然最近几个月人工智能的发展，特别是<a href=\"https://laohu8.com/S/MSFT\">微软</a>在ChatGPT方面的重大进展加剧了投资者对谷歌在搜索引擎领域的主导地位仍处于危险之中的担忧，但奥本海默的James 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href=\"https://wallstreetcn.com/articles/3688564\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/503887f727931c3e6d83d8d8ba34531a","relate_stocks":{"LU0957808578.USD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"ZU\" (USD) ACC","BK4579":"人工智能","LU0128525929.USD":"TEMPLETON GLOBAL \"A\" (USD) ACC","IE00B3S45H60.SGD":"Neuberger Berman US Multicap Opportunities A Acc SGD-H","BK4588":"碎股","BK4550":"红杉资本持仓","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","GOOG":"谷歌","LU0456855351.SGD":"JPMorgan Funds - Global Equity A (acc) SGD","BK4503":"景林资产持仓","SG9999001077.SGD":"United International Growth Fund SGD","BK4574":"无人驾驶","LU0889565833.HKD":"FRANKLIN TECHNOLOGY \"A\" (HKD) ACC","GOOGL":"谷歌A","LU0082616367.USD":"摩根大通美国科技A（dist）","LU1803068979.SGD":"FTIF - Franklin Technology A (acc) SGD-H1","LU0719512351.SGD":"JPMorgan Funds - US Technology A 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AI正在以比预期更快的速度重塑谷歌的所有产品，应该会建立投资者对业务持久性和AI上行空间的信心，以及该公司在搜索、生产力应用程序和开发者生态系统方面的长期竞争地位的信心。Nowak认为，Alphabet的股价还有35%的上涨空间。同样看好谷歌的还有摩根大通的Doug Anmuth，他将谷歌的Google I/O 2023视为其正在“攀登AI高峰”的标志，并表明谷歌正在迅速致力于产品创新和生成式AI工具。谷歌的生成式AI工具Bard在今年早些时候推出聊天机器人时遭遇了一系列失误。虽然存在这些担忧，但随着投资者突然转向大型科技股并将其作为防御股，Alphabet的股价仍跑赢大盘，今年以来已经累计上涨超30%。尽管如此，许多人仍将谷歌推出Bard视为对ChatGPT的仓促回应。Anmuth则认为， Google I/O 2023的成功，显示出Bard“更周到、更精致”，成功地展示了该工具的全部潜力。Jefferies分析师Brent Thill称这次活动是“全面在AI领域出击”，是该公司多年来“最重要”的开发者会议之一。他称公司提供的信息是“连贯的”，并补充说他预计谷歌将在2023年底之前将这些新功能中的许多功能货币化。美国银行的Justin Post在周四的一份报告中表示，该公司的人工智能搜索演示成功地解决了产品、货币化和成本问题，例如展示输入零售广告以响应商业查询的方法。虽然最近几个月人工智能的发展，特别是微软在ChatGPT方面的重大进展加剧了投资者对谷歌在搜索引擎领域的主导地位仍处于危险之中的担忧，但奥本海默的James 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