投资观察01-09
科技股近期持续承压，但Alphabet却成为市场中的耀眼例外。
尽管标普500指数信息技术板块周四下跌逾1.5%，谷歌母公司Alphabet的股价却逆势上涨约1%，正朝着去年11月下旬以来首次创下收盘历史新高的目标迈进。
该公司市值现已逼近4万亿美元大关，这反映出投资者日益坚信这家科技巨头能够战胜OpenAI等竞争对手——既守住搜索引擎业务的护城河，又通过Gemini人工智能应用实现突破性进展。
去年11月发布的谷歌最新Gemini模型在多维度评测中超越OpenAI的ChatGPT，直接推动Alphabet股价一路飙升。
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