编译：Ivy 编辑：Siqi Cloudflare（ $NET ）是全球最大的 CDN 供应商，同时也提供一系列网络安全相关产品，最新市值已 经达到 782 亿美元。Cloudflare 的业务和产品的演化、迭代是和互联网进化过程紧密联系在一起的， 从简单的"云端防火墙"想法到今天线上流量关键基础设施的过程背后是整个互联网爆发、新需求不 断涌现的过程。 当互联网时代经典的"搜索—分发—流量变现"开始被 AI Chatbots 颠覆，Google 选择通过 AI Mode、 AI Overview "自我革命"，Cloudflare 则是试图定义新一代互联网内容经济，提出了 Pay-per-crawl。 "Pay-per-crawl（按爬取付费）"是 Cloudflare 今年 7 月推出的服务，在 Cloudflare 的 CEO Matthew Prince 看来，网站内容创作者被 AI 爬虫爬取内容的无奈只是表象，本质上是互联网的"免费爬取-流 量变现"逻辑正在失效。 虽然" Pay-per-crawl "的商业模式不一定能跑通，但它背后反映的企业家精神很有趣，即使是近 800 亿美金市值的公司，仍然有初 ...

A straightforward growth-and-valuation framework points to meaningful upside for Alphabet.Alphabet (GOOGL 0.57%) (GOOG 0.56%) shares have seen-sawed this year as investors weigh the cost of an artificial intelligence (AI) build-out against strong fundamentals. The parent of Google, YouTube, and Google Cloud is pouring money into data centers and custom silicon. Meanwhile, financial results have been impressive. That combination -- aggressive investment plus resilient performance -- sets the stage for a clea ...

公司业务合作 - 公司与阿里云合作聚焦AI应用拓展 包括"45度"等应用产品合作 [1] - 公司旗下富春云向阿里云提供相关IDC服务 [1] - 相关合作目前处于持续推进状态 [1]

股价表现与市场情绪转变 - 股价从140美元区间大幅上涨至234美元区间 涨幅超过67% [1] - 市场对反垄断风险的担忧消退 司法裁决认为公司不再具有垄断危害性 [1] - 先前市场担忧政府处罚可能导致业务分拆 但实际风险并未实质化 [1] 业务构成与经营范畴 - 核心平台业务包括搜索引擎 YouTube视频平台 Android操作系统和Google Play应用商店 [2] - 提供云端人工智能解决方案及企业级数据服务 [2] - 通过Other Bets部门投资医疗健康和其他科技领域创新项目 [2] 投资价值评估 - 当前股价水平仍未被市场认为高估 估值具备合理性 [1] - 部分分析观点认为其他人工智能股票可能具备更高上涨潜力和更低下行风险 [3] - 存在未被充分发掘的人工智能股票投资机会 特别是在特定政策环境下 [3]

AMZN Technical AnalysisAmazon looks like it’s going to bounce a bit at the open as pre-market trading has been fairly positive after what was a really ugly session on Wednesday. So, Thursday looks like it is going to try to turn those things back around. All things being equal, this is a market that I think pays close attention to the $240 level. And if we could break above there, it could very well open up the possibility of a move to much higher levels.GOOG Technical AnalysisGoogle looks like it is going ...

Alphabet's young dividend is backed by powerful cash generation and a disciplined capital-return playbook.Alphabet (GOOGL -0.15%) (GOOG -0.12%) has turned a corner from a pure growth story to a growth-and-income story. The parent of Google, YouTube, and Google Cloud is now paying a quarterly dividend and, more importantly, has ample capacity to raise it over time. Yes, shares have been volatile around heavy artificial intelligence (AI) investment and data-center build-outs, but the operating performance und ...

谷歌AI广告工具更新 - 谷歌在纽约"Think Week"活动宣布一系列新广告工具 为假日营销计划提供额外考量 [1] - 公司正测试在AI概述中插入新广告 为品牌提供直接链接至AI生成响应的方式 [1] AI概述广告扩展 - 谷歌于5月开始测试在AI概述中插入搜索和购物广告 现通过AI生成结果中的新专用元素扩展这些列表 [2] - 新赞助广告板块将出现在AI生成答案和链接的扩展列表中 例如家装问题回答中同时显示水管工广告 [2] - 随着AI答案使用量增加导致推荐点击减少 该功能成为维持品牌认知和响应的重要选项 [3] 广告活动整合 - 新广告选项将成为谷歌AI Max搜索活动组成部分 现已向全球所有广告客户开放 但目前仍处于测试阶段 [3] - 公司正在开发文本指南新功能 帮助创建更符合品牌安全的创意 引导谷歌AI生成符合品牌要求的高性能文本资产 [4] - 文本指南功能将于今年秋季开始在AI Max和Performance Max活动中向更多广告客户提供 [4] AI内容生成工具 - 谷歌在Google Ads应用的"Asset Studio"元素中推出新AI驱动内容生成工具 简化流程内产品图片和视频创建 [5] - 通过上传产品照片和简单文本提示 谷歌AI可生成模特穿戴产品的新场景图像 并保留所有关键产品细节 [5] - 该功能确保品牌和产品元素在AI生成内容中保持一致 同时围绕这些元素构建其余图像 [5]

Alphabet Inc. (NASDAQ:GOOGL) is one of the Exciting AI Stocks to Watch Right Now. On September 8, Evercore ISI reiterated the stock as “Outperform” and raised its price target on the stock to $300 from $240. The firm said that Alphabet stock remains a top pick. In an investor note, the firm stated how Google’s share as the primary search engine has declined from previous surveys whereas ChatGPT has been gaining traction. However, the company’s dominance in commercial-intent search cases such as in shoppi ...

Institutional ownership often serves as one of the clearest signals of conviction in a company’s long-term prospects. When the world’s most prominent hedge funds, asset managers, and pension funds allocate billions into a stock, they aren’t chasing short-term moves; they’re making a bet on enduring growth and stability. Alphabet TodayGOOGLAlphabet$240.91 +1.28 (+0.53%) 52-Week Range$140.53▼$241.37Dividend Yield0.35%P/E Ratio25.66Price Target$221.44Add to WatchlistFew companies exemplify this better right n ...

Alphabet Inc. (NASDAQ:GOOGL) is one of the stocks Jim Cramer picked for his fantasy stock portfolio. Cramer called it one of the “best long-term growth stocks” of the past 2 decades “Next up, I like Alphabet, one of the best long-term growth stocks that you could have owned over the past two decades… Justin Jefferson, he’s the Vikings receiver… I think of both Alphabet and Jefferson as known commodities with major new questions. For Alphabet, Google’s, the worry is how, how’s the advent of AI going to imp ...