6.8 Markets Alphabet因AI高管离职及巨额AI支出担忧，股价一度跌7%，但分析师因云业务强劲仍看好其前景。
Alphabet（谷歌母公司）股价近期经历显著波动。在其人工智能团队多位高管离职后，股价一度下跌3%至7%。其中，John Jumper 离开 DeepMind 加入 Anthropic，Gemini AI 模型联合负责人、《Transformer》论文合著者 Noam Shazeer 则跳槽至 OpenAI。 这些离职事件，加上市场对Alphabet在AI基础设施上的巨额资本支出（预计2026年将高达1900亿美元，并计划增发800亿美元股票）的担忧，引发投资者对AI进展放缓及变现能力的焦虑。 尽管面临挑战，部分分析师依然持乐观态度。24/7 Wall Street 给予“买入”评级，并设定445美元目标价，理由是Google Cloud增长强劲，年收入同比增长63%至200亿美元，云端未完成订单几乎翻倍至4620亿美元。科技板块整体也出现下跌，亚马逊、Meta和微软均下跌超2%。
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