文章核心观点 - Google在2024年的Made by Google活动中，除了全面更新Pixel 9系列外，还发布了第二代折叠屏手机Pixel 9 Pro Fold。这款新设备在硬件和软件上都有显著的升级，包括更大的显示屏、更薄的机身、更强大的处理器以及新的智能助手Gemini[1][2][3][4] 硬件升级 - Pixel 9 Pro Fold的内部显示屏从7.6英寸增加到8英寸，成为市场上最大的折叠屏之一。主屏幕采用2076 x 2152分辨率的OLED显示屏，像素密度为373 ppi，刷新率高达120 Hz，亮度达到2700 nits。外部显示屏也从5.8英寸增加到6.3英寸，分辨率为1080 x 2424，像素密度为422 ppi，并覆盖了Gorilla Glass Victus 2[2] - 机身比前代更薄，折叠时为0.4英寸，展开时为0.2英寸。电池容量为4650 mAh，支持超过24小时的续航，开启极省电模式时可达72小时。设备搭载Google的新Tensor G4芯片，配备16GB RAM和256GB或512GB存储空间[2] 摄像头升级 - Pixel 9 Pro Fold的后置摄像头包括一个4800万像素的广角镜头、一个1050万像素的超广角镜头和一个1080万像素的远摄镜头。远摄镜头支持5倍光学变焦和最高20倍的超级分辨率变焦，但高倍数变焦会引入图像噪点[3] 软件和智能助手 - Pixel 9 Pro Fold预装了Gemini作为默认智能助手，并提供一年的Google One AI Premium服务，包括Gemini Advanced、Gemini in Gmail和Docs，以及2TB的Google Cloud存储。设备还将获得七年的操作系统和安全更新，以及来自Pixel Drops的新功能[4] 发售信息 - Pixel 9 Pro Fold将在美国、加拿大、奥地利、比利时、丹麦、芬兰、法国、德国、爱尔兰、荷兰、挪威、瑞士、瑞典、英国、澳大利亚、印度、日本、新加坡和台湾上市，预计9月4日开始发货[4]

Key TakeawaysShares in Google parent Alphabet will be in focus on Tuesday as the search giant’s highly anticipated annual Made By Google launch event gets underway.Since recording their record close on July 10, Alphabet shares have tumbled 15% amid a sector-wide sell-off in technology stocks and an unfavorable ruling by a U.S. federal judge that Google had violated antitrust law.Alphabet shares could attract support around $154 and $141, but run into overhead resistance near $175 and $191. Shares in Google ...

Alphabet stock (NASDAQ:GOOG, NASDAQ:GOOGL), the owner of the popular search engine Google, is amongst the leading companies in the global tech industry in the areas of online advertising, cloud computing and artificial intelligence. While the firm is operating in a world that is characterized by heightened legal risks and intensified competition, its capacity to innovate new products is a critical source of sustainable value. The strong positions of Alphabet in AI, and the right steps in the development of ...

Tech giant Alphabet (NASDAQ:GOOG, NASDAQ:GOOGL) has been building a decent head of steam until hitting a legal roadblock with its antitrust case. Though concerning, given Alphabet’s strong recent performance and leadership in search, I see the case as merely a temporary hiccup. Hence, GOOG stock presents an excellent buy-the-dip opportunity ahead of a sustained bull run ahead.Following the recent correction, GOOG stock trades at much more appealing price multiples. It trades at 21.60 times forward non-GAAP ...

文章核心观点 - Alphabet（Google）的YouTube业务被认为是潜在的市场领导者，尤其是在流媒体和社交媒体领域。公司认为YouTube具有巨大的增长潜力，并给予Google股票“买入”评级[2] 流媒体战争 - YouTube在流媒体市场中的地位被低估，尽管它不是传统的付费流媒体服务提供商，但它在消费者日常观看习惯中占据主导地位。YouTube在美国的电视流媒体内容观看量中排名第一，市场份额为10%，超过Netflix的7.6%[3] - YouTube的盈利能力显著高于其他流媒体平台，如Netflix和Disney+。YouTube不需要投资内容制作，因为用户自行生成内容，这是其最大的优势[3] YouTube的盈利能力 - Google的服务运营利润率为40.14%，尽管没有直接的YouTube EBIT利润率数据，但可以推测YouTube的利润率接近这个水平。YouTube的主要成本是建设和维护网络基础设施[4] 短视频平台Shorts - 短视频内容在互联网流量中占据主导地位，预计到2024年将占90%的互联网流量。YouTube的Shorts平台每日观看量达到70亿，预计到2027年，Shorts观众将从15200万增长到19200万[5] - Shorts平台的潜在增长可能受到TikTok在美国被禁的影响，这可能导致广告收入转向YouTube Shorts和Instagram Reels[6] YouTube Premium和YouTube TV - 视频流媒体服务市场预计从2023年的565亿美元增长到2029年的863亿美元。YouTube TV和YouTube Premium订阅服务是Google“订阅、平台和设备”收入的重要组成部分[7][8] 估值 - Google的市盈率（PE）为21.63倍，相对较低，相比于Meta的24.44倍和Netflix的33倍。Google在收入和EPS增长方面也表现良好，显示出投资价值[10][14]

Google will reportedly make a more aggressive push into consumer devices with the upcoming launch of its latest Pixel smartphones.The company signaled this effort by moving up the launch of the phone from October to August, scheduling it before the debut of the next iPhone from its rival, Apple, Bloomberg reported Monday (Aug. 12).Google will unveil its latest phones Tuesday (Aug. 13) at its hardware launch event, according to the report.The company is doing so at a time when generative artificial intellige ...

Key TakeawaysGoogle will hold its annual Made By Google launch event Tuesday.The company said it will unveil a "new era of phones" at the event, with the Pixel 9 Pro and Pixel 9 Pro Fold, which could help Google compete with Apple's iPhone 16.Google will provide updates about its artificial intelligence (AI) initiatives and how it is going to integrate the Gemini AI model into its mobile platforms.Mizuho analysts said the event could be the "next catalyst" for shares of Google parent Alphabet. Alphabet's Go ...

A federal judge in California is giving plaintiffs a chance to file an amended lawsuit after dismissing their antitrust lawsuit against Google.The lawsuit accuses the tech giant of unlawfully dominating web search on smartphones, Reuters reported Monday (Aug. 12).In a ruling delivered Friday (Aug. 9), U.S. District Judge Rita Lin said the plaintiffs had not provided enough evidence showing harm from Google’s dominance of the market, according to the report.Lin added that the plaintiffs could file an amended ...

Waymo plans to start testing its fully autonomous vehicles with no human safety driver on freeways in the San Francisco Bay Area this week. Its employees will be the first guinea pigs. For those who didn’t already know, Waymo got the approval from California regulators to charge for autonomous rides on the freeway back in March, so this is a step towards achieving that. The move comes as Waymo – flush with an additional $5 billion investment from Alphabet – pushes to expand in SF. Last week, Waymo added ano ...

Google has announced the rollout of its locally produced Pixel 8 devices in India, nearly 10 months after revealing its domestic manufacturing plans for the devices, and immediately ahead of the expected Pixel 9 unveiling later this week.The Android maker confirmed to TechCrunch that the local manufacturing is currently limited to the Pixel 8 and does not include the Pixel 8 Pro and Pixel 8a. In October, Google announced plans to assemble the Pixel smartphone lineup in India to expand its presence in the I ...