Google 的市场预期偏低,大概率能达到标准,若 Gemini 4 超出预期则存在上行空间。
逐段跳播
像 OpenAI、Gemini 等公司将从这一经验中受益
Companies like OpenAI, Gemini and others will benefit from this experience
至于 Google,本周开盘报每股 350 美元,本周下跌约 2.3% 至 341 美元。这与该公司发布 Gemini 3.8 flash TTS 处理器同时发生。
As for Google, it started the week at $350 per share, and has fallen by approximately 2.3% this week to $341. This comes in conjunction with the company's unveiling of Gemini 3.8 flash TTS processors.
这些公司会使用 Google Forms。所有小型灯具模型都会这么做。庞大的开发者社区,以及 YouTube 上的极客们,包括我自己,不会欣赏甚至不会使用这些模型,但将把它们整合进自己设备的是 LG 和 Samsung。
Well, these companies will use Google Forms. This is what all small lamp models will do . The large developer community, and the geeks here on YouTube, including myself, will not appreciate or even use these models, but it is LG and Samsung that will integrate them into their devices.
现在,公司正在发布带有实时视图技术和交互式虚拟形象模型的新 Gemini 3.8。在先进计算领域,Google DeepMind 即将推出 Gemini 4。这将具有重大的媒体意义,因为它将表明 Gemini 4 有能力与该领域领先公司正在推出的产品竞争。
Now, the company is unveiling the new Gemini 3.8 with live view technology and an interactive avatar model. In the field of advanced computing, Google DeepMind is nearing the launch of Gemini 4.
This will be of great media importance, as it will show that Gemini 4 is capable of competing with what the leading companies in this field are launching.
我认为,从局外人的角度看,鉴于 Anthropic 和 OpenAI 在过去两周半到三周内在先进计算领域所交付的成果,这将极其困难。真的会很难。因此,我认为目前对 Google 的预期水平相对较低。
Google 很有可能达到这一标准。如果他大幅超越,那么我们可能会看到其表现明显改善。
I think, from an outsider's point of view, this will be extremely difficult given what Anthropic and OpenAI have delivered over the past two and a half or three weeks in the field of advanced computing.
It will be really difficult. Therefore, I think the level of expectations for Google is relatively low at the moment. There is a good chance that Google will meet this standard.
If he surpasses it by a significant amount, then we may witness a marked improvement in his performance.
现在,Google 正在为其 Google Vid 服务扩大 AI 驱动的免费视频生成的使用。这清楚地表明 Google 拥有如此庞大的产品组合。随着 Suncatcher 项目的推进,该公司将在太空测试人工智能芯片。
这是张量处理单元(TPU)的一个版本,本质上就是 Google 的定制芯片项目。
Now, Google is expanding the use of AI-powered free video generation for its Google Vid service. This clearly shows that Google has this huge portfolio. The company will test artificial intelligence chips in space as the Suncatcher project progresses .
This is a version of the Tensor Processing Unit (TPU), which is essentially Google's custom silicon chip project.
如果我们看看全球的定制芯片,会发现 Google 是无可争议的最佳。因此,他们将设计这些定制芯片。他们将把它发射到太空,配备巨大的太阳能电池板、散热器等等。这并不难。他们将对其进行一些测试,并且能够将其送入外太空,也许不一定大规模。
If we look at the world's custom silicon chips , we find that Google is the undisputed best . Therefore, they will design these custom silicon chips. They will launch it into space , with huge solar panels , heat radiators, and all that stuff.
It's not difficult. They will conduct some tests on it, and they will be able to deliver it into outer space, perhaps not necessarily on a large scale.
Google 在其 200 日移动均线上找到强劲支撑,并未录得高于前一个峰值的新峰值,尽管它确实超越了此前形成的低点。很难预测他们是否会在此尝试反转,还是探底并录得更低的低点。我想我们下周就会知道。
Google found strong support on its 200-day moving average and did not record a new peak higher than the previous one, although it did surpass the previous lows it formed. It's difficult to predict whether they will attempt a reversal here or empty the bottom and register a lower low. I think we'll know that next week.
观察点
这个频道对 $GOOGL 的历次判断
The Investor Channel 在这只股票上共 5 条判断,这里只列相邻的几条。