We recently published Analysts Are Talking About These 10 Stocks as AI Investments Continue to Grow. Alphabet Inc (NASDAQ:GOOG) is one of the stocks analysts were recently talking about. Mark Mahaney, Evercore ISI head of internet research, said in a recent program on CNBC that Alphabet Inc (NASDAQ:GOOG) is positioned well to gain following the recent court ruling that the company will not need to sell its Chrome business. The analyst explained why he believes the stock is undervalued: “First the core ca ...

Alphabet could become the largest company in the world in the next five years.Alphabet (GOOG 0.21%) (GOOGL 0.28%) has become one of the world's most important artificial intelligence (AI) companies. What investors initially saw as a big potential risk has instead turned into a big tailwind.And while Nvidia and Palantir Technologies get plenty of the hype these days, Alphabet has the opportunity to be worth more than both of them combined before the decade is out.Nvidia currently sits at a $4.3 trillion mark ...

Alphabet's stock looks relatively cheap compared to the rest of the "Magnificent Seven."Whenever a publicly traded business faces a big risk or unknown, that can weigh on its valuation. For Alphabet (GOOG 0.21%) (GOOGL 0.28%), the tech giant that owns Google and YouTube, the big concern recently was that antitrust lawsuits would result in it being forced to sell off key parts of its business.Although Judge Amit P. Mehta did rule earlier this month that the company has operated a monopoly in search, he did n ...

Ken Griffin of Citadel just made a bold proclamation about Alphabet's size in the artificial intelligence (AI) realm.Ken Griffin, the billionaire hedge fund manager and CEO of Citadel, recently turned heads after making a striking observation about Alphabet (GOOG 0.21%) (GOOGL 0.28%). During an interview at Stanford Business School, Griffin proclaimed that Alphabet wields comparable levels of computational power as the fifth-largest country in the world.This is not mere hyperbole. Griffin's remark underscor ...

Key Takeaways Nissan began demos of its next-gen ProPILOT assisted driving system in Tokyo this month.The new system pairs Ground Truth Perception with UK startup Wayve's AI Driver.Planned rollout in 2027 includes an autonomous ride-share service in Japan.The race to develop autonomous vehicles (AVs) is entering an exciting phase. Automakers and tech giants alike are pouring billions into self-driving technology. Japanese auto giant Nissan Motor Co. (NSANY) began demonstrations of its next-generation ProPIL ...

Alphabet has had a strong run, but it can double again.Google parent Alphabet (GOOG -0.94%) (GOOGL -0.91%) has had a very strong run since early this month. That's when a Federal judge ruled Alphabet wouldn't have to divest key assets as part of its antitrust decision, could continue paying distributors to pre-load its Search engine onto phones and other devices, and could retain some types of data it collects on its platforms for itself. The sigh of relief over the better-than-feared ruling sent Alphabet s ...

而资本市场的迅速反应，则说明投资者看懂了这一点。港股暴涨，释放出的关键信号是：百度的无人驾 驶在香港将真正进入"落地兑现"的阶段。 来源：滚动播报 （来源：百姓关注） 9月17日，香港特区行政长官李家超在施政报告中宣布，将加快推动自动驾驶的商业化。这在监管一向 严格的香港，算得上是一个重大转折。消息一出，百度港股当天暴涨16%，成为舆论和资本市场的双重 焦点。 这背后释放的信号，远不止于"港版萝卜快跑"这么简单。 香港并不是一块容易啃的骨头。道路狭窄、弯多坡急，加上右舵左行的驾驶规则，对自动驾驶来说 是"地狱级"难度。更别说，香港的监管传统上以谨慎甚至保守著称。 在这样的环境下，百度的"萝卜快跑"却能半年三次扩区，从机场岛到东涌再到南区，一路加速。到目前 为止，已完成超过两万公里的安全测试。与其说这只是"跑得快"，不如说这是一次高强度的技术验证。 能在香港跑得稳，意味着技术已经经得起最苛刻的考验。 百度之所以能在香港突围，不只是时间砸出来的结果。十多年技术积累，全球领先的自动驾驶专利储 备，让它具备了跨场景迁移的能力。换句话说，它的算法和大模型能快速适应新环境。 这在香港的意义尤为突出：右舵车市场不仅在香港， ...

股价表现 - 百度港股9月17日收盘暴涨16%至131.4港元 总市值逼近4000亿港元 [1] - 百度港股年初至今累计上涨超59% 美股前一日大涨近8%至123.7美元 创2023年10月以来新高 [1] 无人驾驶业务进展 - 萝卜快跑已进入全球16座城市 包括香港、迪拜、阿布扎比 累计提供超1400万次无人驾驶服务 [3] - 萝卜快跑安全行驶里程超2亿公里 领先Waymo的1.5亿公里（9600万英里） [3] - 萝卜快跑与Uber、Lyft达成合作 加速在亚洲、中东及欧洲市场落地 [3] 行业竞争格局 - 全球无人驾驶三大家为萝卜快跑、Waymo和特斯拉 竞争日趋白热化 [5] - Waymo已规模化进入美国5座城市中心地区 布局超1500辆无人车 服务单量反超萝卜快跑 [5] - Waymo在纽约、费城等10多个城市同步测试 即将进入迈阿密、华盛顿特区及达拉斯 [5] 政策与支持 - 全球无人驾驶竞争是技术、政策创新与政府支持力的综合较量 [7] - 国内企业需在政策层面获得更大力度支持以巩固技术领先优势 [7] 机构观点 - 多家国际投行持续看好百度人工智能及无人驾驶业务 [3] - 纳斯达克分析师上调百度目标价至133美元 花旗给予最高目标价145.84美元 [3]

投资策略 - 选择集中投资于领先且盈利的人工智能相关公司的交易所交易基金 以分散风险并捕捉人工智能长期增长趋势 [3] - 该策略基于人工智能可能成为数十年甚至几代人最大长期趋势的判断 认为此类ETF长期表现将超越标普500指数 [3][4] - 基金采用等权重配置 每季度再平衡调整持仓至各约14.28%的权重 [12] 基金概况 - Roundhill Magnificent Seven ETF（MAGS）价格为每股62.93美元 管理费率为0.29% [5][12] - 基金总净资产28.6亿美元 自2023年4月成立以来回报率达160% 同期标普500回报率为65.9% [7][9] - 持仓包含七家市值超2000亿美元的巨型公司 统称为"瑰丽七雄" [5][6] 持仓公司详情 - 英伟达市值4.3万亿美元 权重15% 预计五年每股收益年增长34.9% 一年回报率49.3% 十年回报率32,210% [9] - 微软市值3.8万亿美元 权重12.76% 预计五年每股收益年增长16.6% 一年回报率20.3% 十年回报率1,250% [9] - 苹果市值3.5万亿美元 权重14.13% 预计五年每股收益年增长8.8% 一年回报率5.6% 十年回报率812% [9] - Alphabet市值2.9万亿美元 权重17.72% 预计五年每股收益年增长14.7% 一年回报率55.9% 十年回报率677% [9] - 亚马逊市值2.4万亿美元 权重13.3% 预计五年每股收益年增长18.6% 一年回报率22% 十年回报率762% [9] - Meta Platforms市值1.9万亿美元 权重13.16% 预计五年每股收益年增长12.9% 一年回报率44.3% 十年回报率725% [9] - 特斯拉市值1.3万亿美元 权重13.81% 预计五年每股收益年增长13.4% 一年回报率72.3% 十年回报率2,270% [9] 行业地位 - 英伟达是全球领先的AI芯片制造商和AI技术基础设施供应商 同时也是计算机游戏图形处理单元的全球领导者 [10] - 亚马逊运营全球第一的电子商务业务和云计算业务AWS [13] - 微软Azure是全球第二大云计算业务 Word是全球领先的文字处理软件 [14] - Alphabet旗下谷歌是全球互联网搜索领导者 云计算业务位居全球第三 [10] - Meta Platforms运营全球领先的社交媒体Facebook 以及Instagram、Threads和WhatsApp [13] - 苹果iPhone在全球智能手机市场位居第二 在美国市场占据主导地位 [11] - 特斯拉仍是美国最大的电动汽车制造商 但2025年上半年被中国比亚迪在纯电动车销量上超越 [15]

公司市值里程碑 - 母公司Alphabet市值首次达到3万亿美元 [1] - 成为第三家突破3万亿美元市值的公司 前两家为苹果和微软 英伟达以4.25万亿美元位列全球市值第一 [3] 股价表现与行业地位 - 年内股价上涨32% 领涨"科技七巨头"组合 [3] - 科技板块引领近期市场反弹 过去18个月至两年内持续获得投资者青睐 [4] 市值驱动因素 - 人工智能乐观情绪重燃推动市值增长 [2] - 联邦法院裁决允许公司保留Chrome浏览器和Android系统控制权 消除投资者对业务拆分担忧 [4][5] 业务多元化进展 - 除核心搜索业务外 YouTube、Waymo等业务展现多元化潜力 [6] - 云计算业务收入达136.2亿美元 同比增长32% [7] - 人工智能已创造数十亿美元收入 未履行合同金额达1060亿美元 [7] - 超过50%的合同金额将在未来两年内转化为收入 [7]