{"id":715997,"date":"2026-02-05T06:36:21","date_gmt":"2026-02-04T22:36:21","guid":{"rendered":"https:\/\/www.alphaseek.cn\/?p=715997"},"modified":"2026-02-05T06:36:21","modified_gmt":"2026-02-04T22:36:21","slug":"%e8%b0%b7%e6%ad%8c%e6%af%8d%e5%85%ac%e5%8f%b82025%e5%b9%b4%e8%90%a5%e6%94%b6%e9%a6%96%e7%a0%b44000%e4%ba%bf%e7%be%8e%e5%85%83-2026%e5%b9%b4ai%e6%94%af%e5%87%ba%e5%a2%9e%e9%95%bf%e8%bf%91%e4%b8%80","status":"publish","type":"post","link":"https:\/\/www.alphaseek.cn\/?p=715997","title":{"rendered":"\u8c37\u6b4c\u6bcd\u516c\u53f82025\u5e74\u8425\u6536\u9996\u78344000\u4ebf\u7f8e\u5143 2026\u5e74AI\u652f\u51fa\u589e\u957f\u8fd1\u4e00\u500d"},"content":{"rendered":"

\"\u8c37\u6b4c\u6bcd\u516c\u53f82025\u5e74\u8425\u6536\u9996\u78344000\u4ebf\u7f8e\u5143<\/p>\n

\u8c37\u6b4c<\/p>\n

\u51e4\u51f0\u7f51\u79d1\u6280\u8baf \u5317\u4eac\u65f6\u95f42\u67085\u65e5\uff0c\u8c37\u6b4c\u6bcd\u516c\u53f8Alphabet(NASDAQ: GOOG, GOOGL)\u4eca\u5929\u53d1\u5e03\u4e86\u622a\u81f312\u670831\u65e5\u76842025\u5e74\u7b2c\u56db\u5b63\u5ea6\u53ca\u5168\u5e74\u8d22\u62a5\u3002\u8d22\u62a5\u663e\u793a\uff0cAlphabet\u7b2c\u56db\u5b63\u5ea6\u8425\u6536\u4e3a1138.28\u4ebf\u7f8e\u5143\uff0c\u8f83\u4e0a\u5e74\u540c\u671f\u7684964.69\u4ebf\u7f8e\u5143\u589e\u957f18%\uff0c\u6309\u56fa\u5b9a\u6c47\u7387<\/a>\u8ba1\u7b97\u540c\u6bd4\u589e\u957f17%\uff1b\u51c0\u5229\u6da6\u4e3a344.55\u4ebf\u7f8e\u5143\uff0c\u8f83\u4e0a\u5e74\u540c\u671f\u7684265.36\u4ebf\u7f8e\u5143\u589e\u957f30%\u3002<\/p>\n

2025\u5e74\u5168\u5e74\uff0cAlphabet\u8425\u6536\u4e3a4028.36\u4ebf\u7f8e\u5143\uff0c\u9996\u6b21\u7a81\u78344000\u4ebf\u7f8e\u5143\uff0c\u8f832024\u8d22\u5e74\u76843500.18\u4ebf\u7f8e\u5143\u589e\u957f15%\uff1b\u51c0\u5229\u6da6\u4e3a1321.70\u4ebf\u7f8e\u5143\uff0c\u8f832024\u8d22\u5e74\u76841001.18\u4ebf\u7f8e\u5143\u589e\u957f32%\u3002<\/p>\n

\u80a1\u4ef7\u8868\u73b0\uff1a<\/strong><\/p>\n

Alphabet\u7b2c\u56db\u5b63\u5ea6\u8425\u6536\u548c\u5747\u5206\u6790\u5e08\u9884\u671f\uff0c\u63a8\u52a8\u80a1\u4ef7\u5728\u76d8\u540e\u4e0a\u6da8\u8d852%\u3002<\/p>\n<\/p>\n

Alphabet\u76d8\u540e\u4e0a\u6da82.08%<\/p>\n

Alphabet A\u7c7b\u80a1(GOOGL)\u5468\u4e09\u5728\u7eb3\u65af\u8fbe\u514b\u4ea4\u6613\u6240\u5f00\u76d8\u62a5342.96\u7f8e\u5143\u3002\u622a\u81f3\u5468\u4e09\u6536\u76d8\uff0cAlphabet\u80a1\u4ef7\u4e0b\u8dcc6.67\u7f8e\u5143\uff0c\u62a5\u6536\u4e8e333.04\u7f8e\u5143\uff0c\u8dcc\u5e45\u4e3a1.96%\u3002\u622a\u81f3\u53d1\u7a3f\uff0cAlphabet\u80a1\u4ef7\u5728\u76d8\u540e\u4ea4\u6613\u4e2d\u4e0a\u6da86.92\u7f8e\u5143\u81f3339.96\u7f8e\u5143\uff0c\u6da8\u5e45\u4e3a2.08%\u3002\u8fc7\u53bb52\u5468\uff0cAlphabet\u80a1\u4ef7\u6700\u9ad8\u4e3a349.00\u7f8e\u5143\uff0c\u6700\u4f4e\u4e3a140.53\u7f8e\u5143\u3002<\/p>\n

\u7b2c\u56db\u5b63\u5ea6\u4e1a\u7ee9<\/a>\u8981\u70b9\uff1a<\/strong><\/p>\n

\u2014\u2014\u8425\u6536\u4e3a1138.28\u4ebf\u7f8e\u5143\uff0c\u8f83\u4e0a\u5e74\u540c\u671f\u7684964.69\u4ebf\u7f8e\u5143\u589e\u957f18%\uff0c\u6309\u56fa\u5b9a\u6c47\u7387\u8ba1\u7b97\u540c\u6bd4\u589e\u957f17%\uff1b<\/p>\n

·\u8c37\u6b4c\u5e7f\u544a\u4e1a\u52a1\u603b\u6536\u5165\u4e3a822.84\u4ebf\u7f8e\u5143\uff0c\u8f83\u4e0a\u5e74\u540c\u671f\u7684724.61\u4ebf\u7f8e\u5143\u589e\u957f14%\uff1b\u5176\u4e2d\uff0c\u8c37\u6b4c\u641c\u7d22\u548c\u5176\u4ed6\u6536\u5165\u4e3a630.73\u4ebf\u7f8e\u5143\uff0c\u8f83\u4e0a\u5e74\u540c\u671f\u7684540.34\u4ebf\u7f8e\u5143\u589e\u957f17%\uff1bYouTube\u5e7f\u544a\u6536\u5165\u4e3a113.83\u4ebf\u7f8e\u5143\uff0c\u8f83\u4e0a\u5e74\u540c\u671f\u7684104.73\u4ebf\u7f8e\u5143\u589e\u957f9%\uff1b\u8c37\u6b4c\u5e7f\u544a\u7f51\u7edc\u6536\u5165\u4e3a78.28\u4ebf\u7f8e\u5143\uff0c\u8f83\u4e0a\u5e74\u540c\u671f\u768479.54\u4ebf\u7f8e\u5143\u4e0b\u964d2%\uff1b<\/p>\n

·\u8c37\u6b4c\u670d\u52a1\u4e1a\u52a1\u6536\u5165\u8fbe\u5230958.62\u4ebf\u7f8e\u5143\uff0c\u8f83\u4e0a\u5e74\u540c\u671f\u7684840.94\u4ebf\u7f8e\u5143\u589e\u957f14%\uff1b<\/p>\n

· 2025\u5e74\u5168\u5e74\uff0cYouTube\u5728\u5e7f\u544a\u548c\u8ba2\u9605\u4e24\u65b9\u9762\u7684\u603b\u6536\u5165\u8d85\u8fc7600\u4ebf\u7f8e\u5143\u3002<\/p>\n

·\u8c37\u6b4c\u4e91\u4e1a\u52a1\u6536\u5165\u4e3a176.64\u4ebf\u7f8e\u5143\uff0c\u8f83\u4e0a\u5e74\u540c\u671f\u7684119.55\u4ebf\u7f8e\u5143\u589e\u957f48%\uff1b<\/p>\n

·\u5176\u4ed6\u521b\u65b0<\/a>\u4e1a\u52a1(Other Bets)\u6536\u5165\u4e3a3.70\u4ebf\u7f8e\u5143\uff0c\u8f83\u4e0a\u5e74\u540c\u671f\u76844\u4ebf\u7f8e\u5143\u4e0b\u964d8%\uff1b<\/p>\n

\u2014\u2014\u603b\u6d41\u91cf\u83b7\u53d6\u6210\u672c(TAC)\u4e3a165.97\u4ebf\u7f8e\u5143\uff0c\u8f83\u4e0a\u5e74\u540c\u671f\u7684148.48\u4ebf\u7f8e\u5143\u589e\u957f12%\uff1b<\/p>\n

\u2014\u2014\u8425\u4e1a\u5229\u6da6\u4e3a359.34\u4ebf\u7f8e\u5143\uff0c\u8f83\u4e0a\u5e74\u540c\u671f\u7684309.72\u4ebf\u7f8e\u5143\u589e\u957f16%\uff1b\u8425\u4e1a\u5229\u6da6\u7387\u4e3a32%\uff0c\u4e0e\u4e0a\u5e74\u540c\u671f\u768432%\u6301\u5e73\uff1b<\/p>\n

\u2014\u2014\u51c0\u5229\u6da6\u4e3a344.55\u4ebf\u7f8e\u5143\uff0c\u8f83\u4e0a\u5e74\u540c\u671f\u7684265.36\u4ebf\u7f8e\u5143\u589e\u957f30%\uff1b<\/p>\n

\u2014\u2014\u6bcf\u80a1\u644a\u8584\u6536\u76ca\u4e3a2.82\u7f8e\u5143\uff0c\u8f83\u4e0a\u5e74\u540c\u671f2.15\u7f8e\u5143\u589e\u957f31%\u3002<\/p>\n

\u6295\u8d44<\/a>Waymo<\/strong><\/p>\n

2026\u5e742\u6708\uff0cAlphabet\u65d7\u4e0b\u81ea\u52a8\u9a7e\u9a76\u516c\u53f8Waymo\u5ba3\u5e03\u5b8c\u6210\u4e00\u8f6e160\u4ebf\u7f8e\u5143\u7684\u878d\u8d44<\/a>\uff0c\u5176\u4e2d\u7edd\u5927\u90e8\u5206\u8d44\u91d1\u7531Alphabet\u51fa\u8d44\u3002\u622a\u81f32025\u5e7412\u670831\u65e5\u7684\u5b63\u5ea6\uff0cAlphabet\u57fa\u4e8e\u5bf9\u80a1\u7968\u4f30\u503c\u7684\u4f30\u8ba1\uff0c\u786e\u8ba4\u4e8621\u4ebf\u7f8e\u5143\u7684\u5458\u5de5\u85aa\u916c\u652f\u51fa\uff0c\u4e3b\u8981\u8ba1\u5165\u7814\u53d1\u8d39\u7528\u3002<\/p>\n

\u80a1\u4e1c\u56de\u62a5\uff1a<\/strong><\/p>\n

Alphabet\u8463\u4e8b\u4f1a\u5ba3\u5e03\u5c06\u6d3e\u53d1\u6bcf\u80a10.21\u7f8e\u5143\u7684\u5b63\u5ea6\u73b0\u91d1\u80a1\u606f\uff0c\u652f\u4ed8\u65e5\u671f\u4e3a2026\u5e743\u670816\u65e5\u3002\u80a1\u606f\u5c06\u53d1\u653e\u7ed9\u622a\u81f32026\u5e743\u67089\u65e5\u767b\u8bb0\u5728\u518c\u7684\u516c\u53f8A\u7c7b\u3001B\u7c7b\u548cC\u7c7b\u80a1\u7968\u80a1\u4e1c\u3002<\/p>\n

\u5c55\u671b\uff1a<\/strong><\/p>\n

Alphabet\u9884\u8ba1\uff0c2026\u5e74\u8d44\u672c\u652f\u51fa\u4ecb\u4e8e1750\u4ebf\u7f8e\u5143\u81f31850\u4ebf\u7f8e\u5143\uff0c\u8f832025\u5e74\u589e\u957f\u8fd1\u4e00\u500d\u3002\u8be5\u516c\u53f8\u57282025\u5e74\u7684\u8d44\u672c\u652f\u51fa\u4e3a914.5\u4ebf\u7f8e\u5143\uff0c\u4e3b\u8981\u7528\u4e8eAI\u57fa\u7840\u8bbe\u65bd\uff0c\u5305\u62ec\u670d\u52a1\u5668\u3001\u6570\u636e\u4e2d\u5fc3\u548c\u7f51\u7edc\u8bbe\u5907\u3002\u76f8\u6bd4\u4e4b\u4e0b\uff0cAlphabet\u6b64\u524d\u5bf9\u53bb\u5e74\u7684\u603b\u652f\u51fa\u9884\u6d4b\u533a\u95f4\u4e3a910\u4ebf\u7f8e\u5143\u81f3930\u4ebf\u7f8e\u5143\u3002<\/p>\n

\u9ad8\u7ba1\u70b9\u8bc4\uff1a<\/strong><\/p>\n

Alphabet CEO\u6851\u8fbe\u5c14·\u76ae\u67e5\u4f0a(Sundar Pichai)\u8868\u793a\uff1a\u201c\u8fd9\u662fAlphabet\u8868\u73b0\u6781\u4e3a\u51fa\u8272\u7684\u4e00\u4e2a\u5b63\u5ea6\uff0c\u5e74\u5ea6\u8425\u6536\u9996\u6b21\u7a81\u78344000\u4ebf\u7f8e\u5143\u3002Gemini 3\u7684\u53d1\u5e03\u662f\u4e00\u4e2a\u91cd\u8981\u91cc\u7a0b\u7891\uff0c\u6211\u4eec\u7684\u53d1\u5c55\u52bf\u5934\u975e\u5e38\u5f3a\u52b2\u3002\u6211\u4eec\u7684\u81ea\u7814\u6a21\u578b(\u5982Gemini)\u76ee\u524d\u901a\u8fc7\u5ba2\u6237\u76f4\u63a5\u8c03\u7528API\uff0c\u6bcf\u5206\u949f\u5904\u7406\u7684token\u6570\u91cf\u5df2\u8d85\u8fc7100\u4ebf\uff1bGemini App\u7684\u6708\u6d3b\u8dc3\u7528\u6237\u6570\u4e5f\u5df2\u589e\u957f\u81f37.5\u4ebf\u4ee5\u4e0a\u3002\u641c\u7d22\u4e1a\u52a1\u7684\u4f7f\u7528\u91cf\u521b\u4e0b\u5386\u53f2\u65b0\u9ad8\uff0cAI\u6301\u7eed\u63a8\u52a8\u7740\u4e1a\u52a1\u6269\u5f20\u3002\u201d(\u4f5c\u8005\/\u7bab\u96e8)<\/p>\n

\u66f4\u591a\u4e00\u624b\u65b0\u95fb\uff0c\u6b22\u8fce\u4e0b\u8f7d\u51e4\u51f0\u65b0\u95fb\u5ba2\u6237\u7aef\u8ba2\u9605\u51e4\u51f0\u7f51\u79d1\u6280\u3002\u60f3\u770b\u6df1\u5ea6\u62a5\u9053\uff0c\u8bf7\u5fae\u4fe1<\/a>\u641c\u7d22\u201c\u51e4\u51f0\u7f51\u79d1\u6280\u201d\u3002<\/p>\n

(\u6765\u6e90\uff1a\u65b0\u6d6a\u79d1\u6280)<\/p>\n","protected":false},"excerpt":{"rendered":"

\u8c37\u6b4c \u51e4\u51f0\u7f51\u79d1\u6280\u8baf \u5317\u4eac\u65f6\u95f42\u67085\u65e5\uff0c\u8c37\u6b4c\u6bcd\u516c\u53f8Alphabet(NASDAQ: GOOG, GOOGL)\u4eca\u5929 […]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":[],"categories":[6],"tags":[164,266,252,95,241,50,144],"views":55,"_links":{"self":[{"href":"https:\/\/www.alphaseek.cn\/index.php?rest_route=\/wp\/v2\/posts\/715997"}],"collection":[{"href":"https:\/\/www.alphaseek.cn\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.alphaseek.cn\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.alphaseek.cn\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.alphaseek.cn\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=715997"}],"version-history":[{"count":0,"href":"https:\/\/www.alphaseek.cn\/index.php?rest_route=\/wp\/v2\/posts\/715997\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.alphaseek.cn\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=715997"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.alphaseek.cn\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=715997"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.alphaseek.cn\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=715997"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}