新的 Gemini 模型有助于 Alphabet 重新确立其在 AI 领域的领先地位;此前的延期限制了股价的上涨。
逐段跳播
今天早上我们来谈谈Alphabet Google。新的Gemini模型正在发布。是的,Google昨晚发布的新“Argon”模型正试图在一定程度上追赶Meta的“Muse”模型,以及Anthropic和ChatGBT的一些其他模型,尽管ChatGBT推迟了发布。
Okay, let's talk about Alphabet Google this morning. The new Gemini model is being launched. Yes, the new "Argon" model that Google launched last night is trying to catch up a bit with Meta's "Muse" model, and some other models from Anthropic and ChatGBT, although ChatGBT delayed its release.
但Argon的新Gemini模型在之后向开发者、客户和消费者开放之前,先被发送给了网络安全公司。Sundar Pichai公开表示,Google的团队正在广泛使用它,从编程到量子计算。我们将尽快并以尽可能高的安全性将其开放。
But Argon's new Gemini model was sent to cybersecurity firms before it was made available to developers, customers, and consumers at a later date. Sundar Pichai has come out and stated that teams are using it extensively at Google, from programming to quantum computing.
We will make it available as soon as possible and with the greatest possible security.
它打算保持在人工智能发展的最前沿,而模型发布的延迟可能限制了Alphabet Google股价近期的上涨。
It intends to remain at the forefront of artificial intelligence development, and the delay in releasing models may have limited the recent rise in Alphabet Google shares.
JPMorgan发布了一份备忘录,基本上是说Google Alphabet需要重新确立其在领先模型层面的地位,而这次将实现这一点,或许会实现。作为未来行业和投资者在人工智能领域的领导者。
JPMorgan issued a memo stating essentially that Google Alphabet needs to re-establish its position at the level of leading models, which this will achieve and perhaps will. As a leader in artificial intelligence for both the industry and investors in the future.
该股目前小幅上涨,但这个行业已经变得依赖于这些开创性模型的接连飞跃,Diane,每个人都推出一个新模型,每个人都为之兴奋,它获得很高的评价,然后别人又推出一个更新的模型。
The stock is seeing a slight rise here, but this industry has become dependent on successive leaps with these pioneering models, Diane, where everyone introduces a new model, everyone gets excited about it, it gets great ratings, and then someone else introduces an even newer model.
但没错,他们确实需要追赶一下,尤其是考虑到目前围绕Meta Muse和其他一些领先模型的所有讨论。但没错,这是投资者现阶段迫切希望看到的事情。
But yes, they definitely need to catch up a bit, especially with all the talk surrounding Meta Muse and some of the other leading models at the moment. But yes, this is something investors are desperately hoping for at this stage.
这个频道对 $GOOGL 的历次判断
Schwab Network 在这只股票上共 8 条判断,这里只列相邻的几条。