Alphabet Investors Fret Over Margin Impact Of Higher AI-related Capex, But Fund Manager Says Not Spending Enough Exposes Google's Parent To Risk Of 'Losing Their Grip On The Future'
Alphabet Investors Fret Over Margin Impact Of Higher AI-related Capex, But Fund Manager Says Not Spending Enough Exposes Google's Parent To Risk Of 'Losing Their Grip On The Future'
阿尔法贝特投资者担心增加的与人工智能相关的资本支出对利润的影响，但基金经理表示不足的投入会使谷歌的母公司面临“失去未来控制”的风险。
Alphabet, Inc. (NASDAQ:GOOGL) (NASDAQ:GOOG) reported second-quarter earnings and revenue that exceeded expectations but some key metrics trailed, including YouTube ad revenue, came to light. Management comments on the margin trajectory also did not augur well with investors, sending the stock down in after-hours trading.
Alphabet, Inc. (纳斯达克:GOOGL) (纳斯达克:GOOG)报告的第二季度收益和营业收入超过了预期，但一些关键指标表现不佳，包括YouTube广告收入。管理层对边际轨迹的评论也没有得到投资者的好评，导致股票在盘后交易中下跌。
Munster's Key Earnings Takeaways: Deepwater Asset Management's Gene Munster noted that Search business revenue climbed 14% year-over-year, the same rate as in the first quarter, and Cloud revenue growth accelerated slightly from 28% to 29%. YouTube ad revenue climbed 13% but at a slower pace than the 21% growth reported for the first...
Munster的关键收益要点：Deepwater Asset Management的Gene Munst...
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