业务拓展 - 百度网盘海外版在移动端全面开放海外手机号注册 [1] - 针对海外华人、留学生等海外用户群体进行服务升级 [1] - iOS版本已开放下载 安卓版本即将在Google Play应用商店上线 [1] 产品升级 - 对海外版产品进行AI功能全新升级 [1]

This tech giant's strong business momentum and robust cash generation appear sustainable, and the current valuation still offers potential upside.Following a strong 2025 so far, shares of Alphabet (GOOGL 1.23%) (GOOG 1.27%) are trading near all-time highs. The company, which owns Google, YouTube, Gmail, and Google Cloud, has seen benefits from a recovery in advertising markets and rapid adoption of artificial intelligence (AI) features across its platforms. The stock's recent performance is supported by sol ...

This top AI stock is up 75% since April.There are several great companies capitalizing on the artificial intelligence (AI) boom that would make solid stocks to buy right now. But among leading tech giants, Alphabet (GOOG 1.27%) (GOOGL 1.23%) stands out.The stock is up over 75% since hitting a 52-week low in April, but it still trades at a reasonable valuation. With 2 billion users and one of the best enterprise cloud services available, Alphabet is well-positioned to help investors outperform the market. Ho ...

公司事件 - Alphabet Inc (GOOG GOOGL)于9月3日获得美国联邦法院有利裁决 被市场视为类似"Chrome时刻"的重大利好事件[1] - 该裁决引发市场对Alphabet股票的看涨情绪 投资者期待公司迎来积极发展契机[1] 作者背景 - 分析作者Rob Isbitts为Sungarden Investment Publishing创始人 负责Sungarden Investors Club投资社区运营[1] - 作者自1980年代开始投资图表分析 曾担任投资顾问和基金经理数十年 2020年进入半退休状态[1] - 当前专注于通过投资社区传授市场解读方法 采用非传统收入投资方法应对现代投资环境[1]

Technology stocks have more room to run.There's no doubt about it: The technology sector sits atop today's stock market. Of the 10 largest American companies by market cap, the top seven are technology sector companies, specializing in hardware, software, e-commerce, internet search, cloud services, or social media.Nevertheless, investors shouldn't be confused -- many of these tech giants have plenty of room to grow. Today, three Motley Fool contributing analysts will explore the case for some of their favo ...

行业投资评级 - 领先大市-A 维持评级 [5] 核心观点 - 华为昇腾芯片持续迭代 性能显著提升 昇腾950芯片新增支持低精度数据格式 提升向量算力 互联带宽提升2.5倍 支持自研HBM[1][10] - 华为发布超节点及集群产品 Atlas950 SuperPoD支持8192张昇腾卡 Atlas960 SuperPoD支持15488张昇腾卡 集群算力规模分别超50万卡和达百万卡[2][11] - 国内互联网厂商加速国产芯片适配 腾讯云宣布全面适配主流国产芯片 阿里云栖大会将举办超110场AGI专题活动 推动终端需求增长[3][12] - 国产算力产业链迎来供需两旺 供给侧以华为昇腾为代表持续提升性能 需求侧互联网大厂资本开支有望增长 建议关注算力芯片 服务器 IDC 电源 液冷等板块[3][12] 市场行情表现 - 本周计算机行业指数上涨0.16% 跑赢上证综指1.46个百分点 跑输深证成指0.98个百分点 跑输创业板指2.18个百分点[13] - 计算机行业在中信30个行业中排名第15 在TMT四大行业中排名第4[16] - 板块个股表现分化明显 周涨幅最高为卡莱特30.19% 周跌幅最大为*ST东通-65.05%[19] - 年初至今计算机行业累计上涨32.75% 显著领先上证综指13.97%和沪深300指数14.41%的涨幅[14] 技术产品进展 - 华为公布昇腾芯片路线图 950PR计划2026年Q1推出 950DT计划2026年Q4推出 960计划2027年Q4推出 Ascend970计划2028年Q4推出[1][10] - 华为公布鲲鹏芯片路线图 鲲鹏950计划2026年Q4推出 分96C/192T和192C/384T双版本 鲲鹏960计划2028年Q1推出 单核性能提升50%+[2][11] - 昇腾950PR专攻推理Prefill性能 提升推荐业务性能 搭载自研HiBL1.0 HBM 950DT专攻推理Decode性能 提升训练性能 提升内存容量和带宽[1][10] 行业重要动态 - 美国国会推进比特币战略储备立法 要求5年内购入100万枚比特币[22] - 中国移动发布"无极一号"离子阱量子计算装置 支持100量子比特精准操控[22] - 中电信量子集团采购280+比特超导量子计算机 合同金额超6300万元[22] - 本源量子启动IPO 已向安徽证监局提交辅导备案[22] - 三未信安RWA可信上链预言机通过中国信通院检测认证[22]

Alphabet Inc. (NASDAQ:GOOGL) ranks among the best fundamental stocks to buy right now. On September 12, Alphabet Inc. (NASDAQ:GOOGL)’s Google Cloud won a £400 million contract to provide a sovereign cloud capability for the United Kingdom Ministry of Defence (MOD). The endeavor will offer a safe cloud platform for innovation while preserving improved data controls for the MOD. In line with the ministry’s Strategic Defense Review, the collaboration encourages the use of cutting-edge cloud infrastructure f ...

Undercovered Deep Insights is led by Moz (Muslim) Farooque, a seasoned market analyst and storyteller whose research has been featured on Seeking Alpha, Yahoo Finance, InvestorPlace, Barchart, Equities, and GuruFocus. Moz combines investigative financial journalism with robust modeling to unearth under‑the‑radar stock and crypto opportunities. He’s a Fellow Member of ACCA and holds a BSc in Applied Accounting and Finance from Oxford Brookes University.Analyst’s Disclosure:I/we have no stock, option or simil ...

据悉，该方案最迟需在11月初提交。知情人士表示，方案中将避免完全出售谷歌广告管理平台(Google Ad Manager，包括AdX交易平台和DoubleClick for Publishers)，并补充称提交期限仍可能有所推迟。 9月5日，欧盟委员会宣布对谷歌处以29.5亿欧元罚款，原因是该公司在广告技术市场中滥用主导地位， 损害竞争环境。欧盟方面表示，谷歌被指控在在线广告市场中滥用权力，通过优先推广自身服务，损害 了竞争对手、广告商和在线出版商的利益，从而损害了市场公平竞争环境。 智通财经APP获悉，据知情人士透露，在遭遇近30亿欧元(约合35亿美元)罚款后，谷歌(GOOGL.US)将 于欧盟设定的最后期限前提交对其广告技术业务进行调整的方案，但该方案不会包含欧盟及行业竞争对 手此前推动的全面拆分。 美国和欧洲竞争管理机构均认定，谷歌非法主导广告技术市场。尽管欧盟担心针对美国最大企业之一可 能引发美国前总统特朗普的不满，但在美国国内，对谷歌的诉讼仍在进行中。谷歌的外部律师称，美国 司法部要求更进一步，强制其出售广告交易平台AdX。该外部律师透露，司法部正寻求对AdX实施"完 全的技术分离与剥离"。 此前， ...

After months of navigating regulatory hurdles and the constant looming threat of being forced to divest its Chrome browser by the U.S. Department of Justice (DOJ), Alphabet’s (GOOGL) Google has finally started to see brighter days on Wall Street. Earlier this month, a federal judge handed down an antitrust ruling that came in far lighter than investors feared, and, most importantly, confirmed that Google won’t have to sell its Chrome browser. That clarity helped lift a major cloud over GOOGL stock, and sp ...