Google (GOOGL)

13 atoms · 跨 10 天 · 首见 2026-04-20 · 最近 2026-06-24

三色: 🟦 fact 11 · 🟥 take 2 · stance ▲4/▼1/◆4

来源: X 13

时态: fresh:12 · aging:1

标签: 好信源:11 · 好数字:7 · 好观点:1

叙事 (narrative) (1)

• 2026-05-09 [老化中] · 需要剥离实验室
  Think the Goog eventually needs to spin out the lab. Sure a few hundred % Goog stock gain is nice but these researchers are looking at their peers making several hundred X
  tags: 好观点 · → daily

预测 (forecast) (1)

• 2026-04-20 · TPU路线图发布事件
  We'll get more details on TPU roadmap broadly starting on Wednesday at $GOOGL CloudNext event (April 22nd-24th)
  tags: 好信源 · → daily
  value: date=2026-04-22 to 2026-04-24

事实 (fact) (11)

• 2026-06-22 ⭐ · 投资金额
  GOOGLE INVESTING ABOUT $75M IN FILM STUDIO A24
  tags: 好数字·好信源 · → daily
  value: qty=$75M
• 2026-05-15 ⭐ · 付费订阅数量
  Sundar Pichai on Google's subscription business: "The number of paid subscriptions has now reached 350 million, with YouTube and Google One being the key drivers."
  tags: 好数字·好信源 · → daily
  value: qty=350 million · date=now
• 2026-05-15 ⭐ · 订阅平台设备营收
  [图: 谷歌订阅、平台及设备近12个月（LTM）营收变化及预测柱状图 — 总增长率 (Total Change): 146.47%; 年复合增长率 (CAGR): 17.8%; 2020年9月营收: 200亿美元; 2026年3月营收: 500亿美元]
  tags: 好数字·好信源 · → daily
  value: qty=$500 billion · date=2026-03
• 2026-05-15 ⭐ · 订阅平台设备营收CAGR
  [图: 谷歌订阅、平台及设备近12个月（LTM）营收变化及预测柱状图 — 总增长率 (Total Change): 146.47%; 年复合增长率 (CAGR): 17.8%; 2020年9月营收: 200亿美元; 2026年3月营收: 500亿美元]
  tags: 好数字·好信源 · → daily
  value: qty=17.8% · date=2020-09 to 2026-03
• 2026-04-29 ⭐ · 2026年资本开支指引上调
  Google raised to $180-$190 billion from $175-$185B, and tipped significant 2027 capex increase
  tags: 好数字·好信源 · → daily
  value: qty=$180-190 billion · date=2026
• 2026-04-29 ⭐ · 季度营收
  Google US$109.9 Billion, beat $107.1 B expected
  tags: 好数字·好信源 · → daily
  value: qty=$109.9 billion
• 2026-06-24 · Gemini 3.5 Pro launch delayed
  Google delays Gemini 3.5 pro launch to July
  tags: 好信源 · → daily
  value: date=July 2026
• 2026-06-08 · 产品更新
  GOOGLE IS STARTING GLOBAL UPDATES TODAY FOR USERS WITH GOOGLE AI ULTRA AND WORKSPACE BUSINESS CUSTOMERS, OFFERING EXPANDED ACCESS.
  tags: 好信源 · → daily
  value: qty=全球 · date=2026-06-08
• 2026-05-19 · 发布 Gemini Omni 视频生成与编辑模型
  Google Announces Gemini Omni Model for Video Generation and Editing - $GOOGL
  tags: 好信源 · → daily
• 2026-05-11 · TPU v8e使用Intel封装
  Back in February, MediaTek was reported to place a major order of packaging wafers with Intel Foundry for $GOOGL TPU v8e.
  tags: 好信源 · → daily
• 2026-04-30 · 单日市值涨幅
  Larry Page: +$26.3B; just today on the google earnings beat
  tags: 好数字 · → daily
  value: qty=+$26.3B · date=2026-04-30

时间轴 (近 20)

• 2026-06-24 · fact · Gemini 3.5 Pro launch delayed · → daily
• 2026-06-22 · fact · 投资金额 · → daily
• 2026-06-08 · fact · 产品更新 · → daily
• 2026-05-19 · fact · 发布 Gemini Omni 视频生成与编辑模型 · → daily
• 2026-05-15 · fact · 付费订阅数量 · → daily
• 2026-05-15 · fact · 订阅平台设备营收 · → daily
• 2026-05-15 · fact · 订阅平台设备营收CAGR · → daily
• 2026-05-11 · fact · TPU v8e使用Intel封装 · → daily
• 2026-05-09 · narrative · 需要剥离实验室 · → daily
• 2026-04-30 · fact · 单日市值涨幅 · → daily
• 2026-04-29 · fact · 2026年资本开支指引上调 · → daily
• 2026-04-29 · fact · 季度营收 · → daily
• 2026-04-20 · forecast · TPU路线图发布事件 · → daily

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