跳到主内容
@wquguru
精选80NBC News(YouTube)股市多源精选 ×19

Alphabet股价暴跌12%市值蒸发5000亿美元

Google stock's historically bad day raises fears of AI bubble popping

原文
发到 X
推荐理由

Alphabet创纪录的单日暴跌及5000亿美元市值蒸发是重大市场事件,直接反映AI商业化进程中的资金效率争议,值得密切关注其对科技板块估值逻辑的影响。

In tonight's future of everything, Google's biggest AI challenge might not be building the technology, but figuring out how to make money from it. Shares of Google's parent Alphabet plunged more than 12% today, marking the company's worst one-day stock performance on record and wiping out more than $500 billion in market value. But the sell-off wasn't limited to Google. Will that drop spread across other parts of the tech sector as investigators are now starting to ask those questions about whether all this money being poured into AI is going to pay off quickly enough to justify all of the costs.

在今晚的《万物未来》节目中,谷歌面临的最大AI挑战可能并非构建技术本身,而是如何从中获利。谷歌母公司Alphabet的股票今日暴跌逾12%,创下该公司有史以来最糟糕的单日股价表现,市值蒸发超过5000亿美元。但抛售潮并不仅限于谷歌。随着调查人员开始质疑大量投入AI的资金是否足以在短期内获得回报以证明所有成本的合理性,这种下跌是否会蔓延至科技板块的其他领域?

NBC's Alli Canel has more.

NBC记者Alli Canel带来详细报道。

The worst day ever for Alphabet.

Alphabet遭遇史上最糟糕的一天。

Google is absolutely crashing through the floor right now. Shares of the company behind Google, YouTube, and the AI chatbot Gemini plunging double digits today, erasing more than $500 billion in value, making it the second largest single day wipeout for any single stock in history, behind only Nvidia's nearly $600 billion plunge last year, sparked by the rise of China's Deepseek. The drop of more than 10% adding to growing anxiety on Wall Street.

谷歌股价目前正急剧下挫。谷歌、YouTube以及AI聊天机器人Gemini背后的公司股价今日双位数暴跌,抹去超过5000亿美元的市值,成为历史上单只股票单日市值蒸发第二大的案例,仅次于去年因中国Deepseek崛起而引发的英伟达近6000亿美元的暴跌。跌幅超过10%,加剧了华尔街日益增长的焦虑情绪。

Is the AI bubble set to pop? Amazon stock also plummeting after hours this evening due to a lackluster earnings report. It's all dragging down the broader market even as stocks hover near record highs thanks largely to AI. Ironically, Google's own AI technology is part of the problem. More people are using its AI search features, but the company says those searches aren't generating as much ad revenue. On a call with investors, its CEO emphasizing that getting people to use its AI search features comes first and making money from them comes second.

AI泡沫即将破裂吗?亚马逊股票今晚盘后也因疲软的财报报告而大幅跳水。尽管得益于AI热潮,股市整体仍徘徊在历史高位附近,但这些因素正在拖累更广泛的市场。具有讽刺意味的是,谷歌自身的AI技术正是问题的一部分。越来越多的人使用其AI搜索功能,但该公司表示这些搜索并未产生足够的广告收入。在与投资者的电话会议上,其CEO强调,让用户使用其AI搜索功能是首要任务,从中获利则是次要任务。

Just like our shift to mobile over a decade ago, we are focused on building the best search user experience followed by monetization.

正如十年前我们向移动端的转型一样,我们专注于打造最佳的搜索用户体验,随后才是货币化。

Despite the Gemini app having more than 1 billion users, that wasn't what investors wanted to hear. And the cost of building out AI continues to soar. Tech giants pouring in hundreds of billions of dollars from building data centers to buying advanced chips.

尽管Gemini应用拥有超过10亿用户,但这并不是投资者想听到的消息。而且建设AI的成本仍在持续飙升。科技巨头们正投入数千亿美元,用于建设数据中心和购买先进芯片。

We're literally at the beginning of a new industrial revolution.

我们 literally 正处于一场新的工业革命的开始阶段。

Both Google and Amazon holding spending projections mostly steady this week, adding to the anxiety.

谷歌和亚马逊本周均将支出预测基本保持稳定,这进一步加剧了焦虑情绪。

This may be one of the biggest investment cycles ever. And the the market at some point, and I think it already is, is sort of questioning when we start getting returns. And that massive AI spending plan starting to hit the workforce.

这可能是史上最大的投资周期之一。市场在某个时刻——我认为已经开始了——开始质疑我们何时能获得回报。而这庞大的AI支出计划也开始波及劳动力市场。

AI is not like a sort of a technology. It's the future of the firm.

AI 并不像某种技术。它是公司的未来。

That's Microsoft CEO earlier this year. This week, the company offering voluntary buyouts to some 60,000 eligible employees. It all comes as concerns grow over AI taking human jobs.

这是微软 CEO 今年早些时候的言论。本周,该公司向约 6 万名符合条件的员工提供自愿离职方案。这一切都伴随着人们对 AI 取代人类工作的担忧日益加剧。

Some jobs are just going to become less relevant. I think that happens with any sort of major technology innovation. Even non- tech companies from Kroger to Barclays to American Express also announcing job cuts this month as they expand or prepare for AI.

一些工作将变得不再那么重要。我认为这在任何重大的技术创新中都会发生。从克罗格(Kroger)到巴克莱(Barclays),再到美国运通(American Express),这些非科技公司本月也宣布裁员,因为它们正在扩展或为 AI 做准备。

更进一步:量化金融体系

看懂新闻只是起点——沿量化金融路径,把它变成能交付的工程能力

进入量化体系 →

关联讨论

同一事件的更多信源

相似阅读

关联信息,但可能不是同一事件