-- Alphabet（GOOG，GOOGL）第一季業績超乎華爾街預期，Google雲端和服務業務營收大幅成長。 每股盈餘從去年同期的2.81美元增加至5.11美元，高於FactSet根據GAAP準則預測的2.63美元。營收成長22%至1099億美元，高於華爾街預期的1,069.6億美元。 該公司股價在盤後交易中上漲5.4%。 Alphabet表示，受企業人工智慧解決方案和基礎設施的推動，Google雲端業務銷售額飆升63%至200.3億美元。 谷歌服務業務第一季營收成長16%至896.4億美元，主要得益於廣告收入從668.9億美元躍升至772.5億美元。 「在Gemini App的推動下，我們消費者人工智慧計畫在本季度取得了有史以來最強勁的業績，」Alphabet和Google執行長桑達爾·皮查伊在一份聲明中表示。 “付費訂閱用戶總數已達到3.5億，其中YouTube和Google One是主要驅動力。” Wedbush Securities此前預計Alphabet的業績將“再次超出預期”，並表示華爾街低估了雲端運算、人工智慧搜尋和YouTube的成長潛力。 Wedbush分析師丹·艾夫斯等在周三財報發布前的一份報告中指出：「這份財報將進一步鞏固Alphabet在垂直整合的人工智能飛輪上的良好發展前景，該飛輪涵蓋Gemini 3、定制（張量處理單元）芯片、年化收入超過700億美元的超大規模雲業務以及其極具價值的消費者廣告資產。」 截至週三收盤，Alphabet股價今年迄今已上漲約11%。
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