Name: 科技巨頭財報來襲！Google母公司Alphabet領頭，AI狂潮能否持續？| 路透 (Big Tech earnings to test AI rally as Alphabet takes lead | REUTERS)
Uploaded: 2026-01-27T17:03:05.000Z
Duration: 1 min 43 s

Microsoft and Meta will kick off big tech earnings this week under pressure to prove their costly bets on AI can power another year of strong growth.

微軟和 Meta 將在本週拉開大型科技公司財報季的序幕，它們面臨著證明其昂貴的 AI 投資能帶來新一年的強勁成長的壓力。

That's as resurgent Alphabet takes the lead in the high stakes race.

這就好比重振旗鼓的 Alphabet 在這場高風險的競賽中領先。

基礎被動語態

The companies, along with Amazon, are expected to lift their AI spending this year by 30% to more than $500 billion.

包括亞馬遜在內，這些公司預計今年將把 AI 支出提高 30%，達到 5000 億美元以上。

It's an unprecedented outlay that will sharpen investor scrutiny.

這是一筆前所未有的支出，將加劇投資者的審查。

Some have expressed doubts over whether Microsoft squandered a first mover advantage in AI it secured through its OpenAI investment.

有些人對微軟是否因為其 OpenAI 投資而浪費了 AI 領域的先發優勢表示懷疑。

Meta, too, is under pressure to show payoffs from its expensive push into superintelligence.

Meta 也面臨著展示其在超級智能領域的昂貴投入能帶來回報的壓力。

Both stocks declined more than 6% in the last three months of 2025, while Amazon saw a small 5% gain after its November deal with OpenAI signaled that the largest cloud computing provider in the US was no long behind on AI.

在 2025 年的最後三個月，兩家公司的股價均下跌超過 6%，而亞馬遜股價上漲了 5%，此前它在 11 月份與 OpenAI 的交易表明，美國最大的雲端運算供應商在 AI 領域已不再落後。

Alphabet shares, though, surged about 29% in that period.

不過，Alphabet 的股價在此期間飆升了約 29%。

It followed a strong reception of Google's latest Gemini 3 model.

這得益於 Google 最新 Gemini 3 模型受到熱烈歡迎。

The company also struck a deal to power Apple's revamped Siri.

該公司還達成協議，為 Apple 改版後的 Siri 提供支援。

LSEG data showed that in the October to December quarter, Google cloud revenue growth likely quickened to 35% from 33.5% in the previous three months.

LSEG 數據顯示，在十月到十二月的這一季，Google 的雲端營收成長可能從前一季的 33.5% 加速到 35%。

But doubts linger about the real world benefits for the businesses adopting the technology and feeding into bubble fears that hounded the technology industry for much of last year.

不過，對於採用這項技術的企業能獲得哪些實際效益，以及這是否會助長去年大部分時間困擾科技業的保麗龍疑慮，仍有待觀察。