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'
阿爾法貝特投資者擔心增加的與人工智能相關的資本支出對利潤的影響，但基金經理表示不足的投入會使谷歌的母公司面臨“失去未來控制”的風險。
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. (納斯達克:GOOGL) (納斯達克:GOOG)報告的第二季度收益和營業收入超過了預期，但一些關鍵指標表現不佳，包括YouTube廣告收入。管理層對邊際軌跡的評論也沒有得到投資者的好評，導致股票在盤後交易中下跌。
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的關鍵收益要點：Deepwater Asset Management的Gene Munst...
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