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3 Top Tech Stocks to Buy in March
The Motley Fool· 2024-03-15 19:36
Tech stocks have a long reputation for providing consistent and significant gains to patient investors. The chart below reflects this, with the Nasdaq-100 Technology Sector index delivering considerably more growth than the Nasdaq Composite and S&P 500 over the last decade. So, it's not surprising that Warren Buffett's holding company, Berkshire Hathaway, has dedicated more than 40% of its portfolio to the high-growth industry. Meanwhile, Berkshire's holdings posted a compound annual gain of nearly 20% betw ...
重磅!谷歌发布通用AI智能体“陪玩” 打造3D游戏全新体验
财联社· 2024-03-15 08:36
SIMA智能体介绍 - 谷歌DeepMind推出了首个通用AI智能体SIMA,可在多种3D虚拟环境和视频游戏中执行自然语言指令[1] - SIMA可以在不同游戏中执行多种操作,如驾驶飞船、挖矿、寻找水源等,具备泛化能力[2] - SIMA通过与多家游戏工作室合作,收集人类在不同游戏中的数据,学习执行数百种命令操作,遵循谷歌的人工智能道德准则[3]
Alphabet (GOOGL) Aids Healthcare Offerings With Gen AI Tool
Zacks Investment Research· 2024-03-14 00:41
谷歌医疗人工智能工具 - 谷歌推出了基于生成式人工智能的医疗工具Vertex AI Search for Healthcare,旨在帮助临床医生搜索患者笔记、扫描文档和其他临床数据[2] - Vertex AI Search for Healthcare与其他生成式人工智能医疗工具如Health Data Engine和MedLM集成,提高了数据互操作性,并为医疗用例提供了一系列算法[4] - 谷歌还宣布将扩展MedLM功能,推出MedLM for Chest X-rays,以帮助对胸部X射线进行分类,增强特定任务的API功能[8] 谷歌医疗人工智能市场 - 谷歌预计将在临床医生、研究人员和健康生命科学组织中获得稳固的市场份额[5] - 谷歌的MedLM系列生成式人工智能模型为医疗行业提供了医疗文档测试、药物开发研究和聊天机器人提供商识别等功能[6] - 谷歌宣布Healthcare Data Engine现在全球可访问,提供FHIR格式的互操作性患者数据和临床见解,增强了人工智能在医疗行业的效力[7] 谷歌医疗市场前景 - 谷歌的这些努力将有助于公司在全球医疗领域的生成式人工智能市场中抓住增长机会[9] - 扩大医疗服务将增强公司的产品组合实力,可能提升未来的整体财务表现[10] - 谷歌2024年总收入的Zacks共识估计为2865.2亿美元,同比增长11.7%[11] 谷歌医疗人工智能竞争优势 - 谷歌在医疗领域的最新努力将有助于加强其与亚马逊、微软和甲骨文等竞争对手的竞争优势[12]
谷歌:AI征途换档提速,云业务驱动成长
申万宏源研究· 2024-03-13 00:00
谷歌AI领域发展 - 谷歌发布Gemini1.0系列、TPUv5p芯片、Gemini1.5 Pro等成果[1] - 谷歌云推出Duet AI助手、Vertex AI平台[2] - 谷歌24年盈利有望改善,谷歌云营业利润率快速提升[4] - 谷歌作为AI领域领先企业,预计24-26年营收和净利润将持续增长[5] - 谷歌搜索、YouTube广告、谷歌云等业务预计将保持较高增速[7] Gemini系列大模型 - Gemini Ultra在MMLU中的得分率高达90.0%,超越了人类专家[35] - Gemini 1.5 Pro相比1.0 Pro性能提升明显,有17项超过了1.0 Ultra[38] - 谷歌推出Gemini系列的开源模型Gemma,性能领先主流开源模型[39] - Gemini是谷歌推出的首个原生多模态大模型,包括Ultra、Pro和Nano三个版本[31][32] TPU芯片和AI计算 - TPUv4在多类模型的运算中性能优于英伟达A100芯片[96][98] - 谷歌的TPU芯片系列(v1至v5)在性能和效率上持续提升,TPUv5在训练速度和效率上有显著提升[99][100] - TPU作为一类ASIC芯片具备高算力、低通用性特点[96][98] - 谷歌的OCS光交换机在芯片间通信互联方面具备优势,成本低、功耗低、速度快[101] 谷歌云和AI应用 - 谷歌云营收持续增长,2023年实现了1.91亿美元营业利润[84] - Workspace用户数超过30亿,Google One订阅用户已超过1亿[86][89] - 谷歌推出基于PaLM2大模型的AI助手Duet AI,定价30美元/月[90] - Vertex AI平台提供数据预处理、模型训练、模型库选择、模型部署等服务[93][94]
Alphabet (GOOGL) Increases Despite Market Slip: Here's What You Need to Know
Zacks Investment Research· 2024-03-12 06:51
Alphabet (GOOGL) 股价及财务数据 - Alphabet (GOOGL) 最近的股价为 $137.67,较前一个交易日收盘价上涨了 +1.67% [1] - 分析师预计 Alphabet 的每股收益为 $1.49,同比增长27.35%,预计营收为 $65.95 亿美元,同比增长13.58% [3] - Zacks Consensus Estimates 预计 Alphabet 全年每股收益为 $6.77,营收为 $286.48 亿美元,同比分别增长16.72%和11.68% [4] - 投资者应关注分析师对 Alphabet 的最新预期调整,这些调整通常反映短期业务模式的变化 [5]
These 2 "Magnificent Seven" Artificial Intelligence (AI) Stocks Are Surprisingly Cheap
The Motley Fool· 2024-03-11 18:05
The S&P 500 and the Nasdaq have roared higher in recent times, even reaching records and confirming the presence of a bull market, and a specific group of stocks has been setting the pace. I'm talking about the technology stocks referred to as the "Magnificent Seven" -- a reference to the 1960 Western by the same name. Alphabet (GOOG 0.78%) (GOOGL 0.77%), Amazon, Apple, Meta Platforms (META -1.22%), Microsoft, Nvidia, and Tesla round out this set of technology winners. Investors have piled into Magnificent ...
2 Stocks to Buy on a Pullback
The Dog of Wall Street· 2024-03-10 00:27
NVIDIA股价 - NVIDIA股价在周五下跌了5.55%,并在延长交易中进一步下跌了2.77%[2] Alphabet自由现金流 - 谷歌母公司Alphabet在2023年实现了近700亿美元的自由现金流,目前的前瞻市盈率仅为20[4] 特斯拉发展计划 - 特斯拉股价今年已经下跌了约30%,但公司未来有许多发展计划,包括特斯拉机器人Optimus、特斯拉跑车、新的大众市场车型和不断增长的特斯拉能源部门[7]
Alphabet's (GOOGL) Waymo Makes Way to Austin, Boosts Efforts
Zacks Investment Research· 2024-03-08 02:46
Alphabet’s (GOOGL) Waymo is leaving no stone unturned to expand its ride-hailing service — Waymo One — across the United States. This is evident from the latest move of testing its self-driving vehicles on the streets of Austin, TX, which was declared as the fourth city for Waymo One last year. Waymo’s electric Jaguar I-PACE vehicles, which are equipped with advanced Waymo Driver technology, will be tested across 43 square miles in Austin, which includes the heart of downtown, Barton Hills, Riverside, East ...
Why Alphabet (GOOGL) is a Top Growth Stock for the Long-Term
Zacks Investment Research· 2024-03-07 23:46
For new and old investors, taking full advantage of the stock market and investing with confidence are common goals. Zacks Premium provides lots of different ways to do both. Featuring daily updates of the Zacks Rank and Zacks Industry Rank, full access to the Zacks #1 Rank List, Equity Research reports, and Premium stock screens, the research service can help you become a smarter, more self-assured investor. Zacks Premium also includes the Zacks Style Scores. What are the Zacks Style Scores? The Zacks Styl ...
2 Trillion-Dollar "Magnificent Seven" Stocks to Buy Hand Over Fist in March
The Motley Fool· 2024-03-07 18:29
The "Magnificent Seven" is the apt moniker placed on a group of seven of the world's largest technology companies: 1. Apple 2. Microsoft 3. Amazon 4. Nvidia 5. Tesla 6. Alphabet (GOOG -0.91%) (GOOGL -0.96%) 7. Meta Platforms (META 1.20%) The Magnificent Seven stocks delivered an average return of 112.7% in 2023, handily outperforming the S&P 500 index, which was up just 24%. Last year, owning all seven of them worked like a charm, but the group is fraying in the early stages of 2024, with Tesla stock plungi ...