Alphabet（谷歌母公司）股价在周四遭遇重挫，导致公司市值缩水超过5000亿美元（约合3740亿英镑），跌至六个月以来的最低点 1。尽管该季度总营收同比增长25%至1276亿美元，且Google Cloud业务营收激增103%达到近310亿美元，但投资者对人工智能搜索摘要侵蚀传统广告收入的担忧日益加剧 1。更关键的是，由于巨额AI资本支出，Alphabet的利润同比下降25%，自由现金流更是转为负值，缺口超过90亿美元 1。
这场由AI投入引发的市场震荡并未止步于谷歌，亚马逊和微软同日发布的财报也未能提振投资者信心。亚马逊股价在盘后交易中下跌6%，其自由现金流同样呈现负420亿美元的困境，尽管CEO安迪·贾西（Andy Jassy）指出未来存在两个可能带来1万亿美元收入的业务机会 1。相比之下，微软股价跌幅较小，不足1%，其季度营收为923亿美元，云业务增长30%至630亿美元，Copilot日活跃用户数同比暴涨500% 1。Forrester分析师Tracy Woo对此评论称，当前市场的核心关注点在于科技公司如何在维持现有业务强度的同时，支撑起大规模的人工智能投资 1。
Alphabet, the parent company of Google, saw its market value drop by more than $500 billion (£374 billion) on Thursday, with shares falling to a six-month low amid investor concerns over artificial intelligence's impact on advertising revenue and substantial capital expenditures 1. Although Alphabet reported a 25% increase in quarterly total revenue to $127.6 billion and nearly tripled Google Cloud revenue to approximately $31 billion (a 103% growth), profits declined by 25%, and free cash flow turned negative by over $9 billion primarily due to AI investments 1.
The broader tech sector faced similar headwinds as Amazon and Microsoft also released their earnings reports, triggering mixed but generally negative reactions from Wall Street 1. Amazon’s stock slipped 6% after hours following disclosures that its free cash flow stood at negative $42 billion, even as CEO Andy Jassy highlighted two business opportunities potentially generating $1 trillion in future revenue 1. Microsoft shares dipped slightly by less than 1%, despite reporting quarterly revenue of $92.3 billion, a 30% rise in cloud business to $63 billion, and a 500% year-on-year increase in daily active users for Copilot 1.
Market analysts emphasized that the central challenge for these technology giants is balancing massive AI spending with the need to maintain the strength of their existing core businesses 1. Tracy Woo, an analyst at Forrester, noted that investors are closely watching how companies fund large-scale AI initiatives without eroding current profitability 1.
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