Alphabet和Google业绩 - Pershing Square Capital Management是一家成功的对冲基金，过去五年的回报率达到了234%，远超标普500指数的95%总回报[1] - Ackman在Pershing Square的投资组合中有31.4%投资于Alphabet和Lowe's两家公司，显示出对这两家公司创造股东价值的信心[2] - Alphabet在第四季度报告中取得了良好的业绩，营收增长加速至13%，GAAP每股收益因成本控制和股票回购而飙升了56%[3] - Alphabet旗下的Google是全球最大的广告技术公司，占据了全球数字广告收入的39%[4] - Google在云计算领域也有相当强大的实力，占据了全球云基础设施和平台服务支出的11%[5] - Google最近推出了新的多模态模型Gemini，被一些专家认为是OpenAI的ChatGPT Plus的更好版本[6] - 预计广告技术和云计算市场将在2030年前每年增长14%，这为Alphabet提供了良好的增长机会[7] Lowe's业绩和战略 - Lowe's在第三季度的财务业绩表现不佳，但公司的Total Home战略有望在未来重新加速增长[8] - Lowe's的Total Home战略旨在成为全面的家居改善产品提供商，通过五项举措来实现利润率扩张和市场份额增长[10] - Lowe's在挑战性的经济环境中取得了一定进展，管理层预计调整后的营业利润率将在未来两到四年内达到14.5%[12] - Lowe's在分散的1万亿美元家居改善市场中有望获得份额增长[14] - 华尔街预计Lowe's未来三到五年的盈利将以5.5%的年增长率增长，但目前的估值看起来有些昂贵[15]

As 2024 is already well underway, and spring is arriving next month, the stock market is performing above expectations, and stock traders and investors are wondering which of these assets, in particular, present an optimal investment and a good opportunity to buy in the months to follow.Indeed, the broad-based S&P 500 index is inching closer to the 5,000 level, as quarterly results suggested that better times are coming. At the same time, the Nasdaq Composite has soared to 15,756.64, while the Dow Jones Ind ...

Artificial intelligence (AI) investing is in full swing. Companies making use of AI and selling AI products are seeing strong business growth and market enthusiasm, potentially making them great stocks to own right now.However, there are plenty of AI stocks that should be avoided, as they're overpriced with little to show for success. To help you avoid those stocks, I've got a look at some top AI stocks to buy in February.AlphabetAlphabet (GOOG 0.22%) (GOOGL 0.13%) has long been driven by CEO Sundar Pichai ...

公司表现 - Alphabet (GOOGL) 最近被列入 Zacks.com 最受关注股票名单[1] - 过去一个月，Alphabet 的股价回报率为 +3.5%，而 Zacks S&P 500 综合指数为 +5.3%[2] - Zacks Internet - Services 行业在此期间上涨了 6%[2] - 公司的未来股价走势受到基本因素的影响[2] 盈利预测 - Zacks 优先评估公司未来盈利预测的变化[3] - 分析基于卖方分析师对股票盈利预测的修订[4] - Alphabet 当前季度预计每股盈利为 $1.48，同比增长 +26.5%[5] - 本财年的共识盈利预测为 $6.76，同比增长 +16.6%[6] - 下一财年的共识盈利预测为 $7.77，同比增长 +15%[7] - Alphabet 的 Zacks Rank 为 3 (Hold)，基于盈利预测修订等因素[8] 盈利表现 - 公司在过去四个季度均超过共识盈利预测[13] 估值评估 - Alphabet 在估值方面与同行业公司持平，Zacks Value Style Score 为 C[17]

One of the more important qualities an investor can have is patience. The stock market is volatile, and even great companies see their stock prices go through down periods. What's important, though, is the long-term value you receive.If you have an emergency fund saved and high-interest debt paid down, here are two stocks in which you should consider investing $1,500 each as part of a diversified portfolio. Each has had its fair share of problems but is built to return long-term value. Investing in these tw ...

It's becoming clear that artificial intelligence (AI) isn't just a stock market sensation but a remarkable innovation that will impact the world in countless ways. According to a PricewaterhouseCoopers (PWC) study, AI could contribute over $15 trillion in economic value to the global economy by 2030.Identifying and holding the companies driving AI's growth could prove very lucrative for long-term investors. That's why I set out to find them. While anything can happen in the future, today's thoroughbreds loo ...

Zacks Premium - Zacks Premium提供多种方式帮助投资者充分利用股市并增强投资信心[1] Zacks Style Scores - Zacks Style Scores是一组辅助指标，帮助投资者挑选未来30天内市场表现最佳的股票[3] 综合利用Zacks Rank和Style Scores - 通过结合Zacks Rank和Style Scores，投资者可以找到具有最有吸引力价值、最佳增长预测和最有前景动量的公司[8]

Bard更新与功能 - Bard发布重大更新，Gemini Pro全面铺开，新增40多种语言支持，包括中文在内[1] - Bard新增图像生成功能，使用Imagen2开始创作，免费使用[2] - Bard支持英文指令进行画图创作，生成速度还需进步[3] - Bard生成图像时有严格限制，不允许生成负面内容，会打上数字水印[13] - Bard集成了Imagen2，帮助开启文生图功能[14] 谷歌新工具推出 - 谷歌推出ImageFX工具，主打堆砌简短提示词快速生成图像[15] Bard Advanced升级计划 - 谷歌正在开发Bard升级版(Bard Advanced)，集成Gemini Ultra版本，提供更复杂的推理性能，将走订阅付费模式[16] - Bard Advanced可能会先免费2个月，具体定价和推出时间尚不清楚[17]

谷歌公司业绩表现 - 谷歌公司FY23Q4业绩说明会纪要显示整体营收高于预期，但广告收入不及预期[1] - 谷歌公司对2023年搜索和YouTube广告收入的环比增长感到满意，仍致力于保持健康增长[2] - 谷歌公司FY23Q4资本开支为110亿美元，高于预期，主要投资于技术基础设施，反映了对未来发展的信心[3] 谷歌云业务发展 - 谷歌云在第四季度收入为92亿美元，同比增长26%，公司对云产品的发展前景持乐观态度[1] - 谷歌云团队专注于将Gemini的优势带给全球企业和政府，看到对垂直整合的人工智能产品需求增长[2] - 公司对搜索生成体验的测试进展感到满意，预计未来几年搜索和基础人工智能方面将有强大进展[20] 资本支出和未来展望 - 谷歌公司预计2024年资本支出投资将显著大于2023年，体现对未来发展的信心[1] - 公司在投资支持增长优先事项的同时，重新计划成本基础，以提高盈利能力[2] - 资本支出的增长反映了公司对人工智能应用展望和长期增长机会的看好[3]

Is the 2023 market Dot Com Bubble 2.0?Earlier this week, a report from a team of quantitative strategists at JP Morgan ((JPM) made the rounds on Wall Street. In the report, the analysts warned that investors should be aware of “persistently rising concentration” in the U.S. stock market in 2024. Lead analyst Khurum Chaudhry warned, “When viewed in a historical context, parallels to the ‘Dotocom Bubble’ era are often dismissed due to the ‘irrational exuberance’ that characterized this period. In this note, w ...