[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"content-doc-dcioe26c5337":3},{"user":4,"document":8,"mainDocument":27,"columnUrl":29,"subscription":30,"footer":42,"text":77},{"isAuthenticated":5,"isAdmin":5,"displayName":6,"avatarUrl":6,"nid":6,"groupLevel":7},false,"",-10,{"id":9,"fullTitle":10,"subTitle":6,"url":11,"columnId":12,"columnName":13,"columnUrl":14,"summary":6,"contentHtml":15,"mainContentHtml":6,"posterUrl":16,"createDate":17,"displayDate":18,"displayDateSlash":19,"pageviews":20,"tags":21,"hidden":5,"isSubContent":5,"replyDocOrTargetId":6,"contentType":23,"videoId":6,"liveVideoUrl":6,"duration":24,"price":24,"priceText":25,"priceBadgeText":25,"priceBadgeClass":26,"freeForMinGroupLevel":24,"redirectUrl":6,"readyToStream":5},"dcioe26c5337","杰富瑞：谷歌(GOOGL)流失AI人才仅为“杂音”，投入逻辑未改，维持445美元目标价","\u002Fdoc\u002Fdcioe26c5337","col18178739ee","美股资讯","\u002Fcol\u002Fcol18178739ee","\u003Cp> \u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">美股投资网获悉，杰富瑞近日表示，谷歌(GOOGL)近期流失数位知名人工智能(AI)研究员，此事仅是“杂音”，并未改变其投资逻辑。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">杰富瑞分析师Brent Thill在给客户的报告中写道“谷歌是业内AI研发历史最悠久的企业之一，至今仍汇聚着该领域最深厚的科研人才储备，截至2026年第一季度，其员工总数约达19.47万人，同比增长5%。我们认为，近期的离职潮并非意味着谷歌在AI领域的投入有所减弱，而是反映了整个行业范围内的人才争夺战日趋激烈，前沿实验室正积极高薪挖角。在我们看来，这种‘抢椅子’式的动态将是当前AI周期中的持续性特征，而非谷歌独有的现象。此外，股价走低也叠加了更广泛的七巨头整体疲软的影响——随着投资组合经理为近期大规模IPO及前沿实验室上市(如MAGS年内下跌2%，而纳斯达克综合指数上涨13%)进行仓位再平衡，该板块成为资金抽离的对象。”\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">Thill给予谷歌“买入”评级，目标价定为445美元。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">本周早些时候，诺贝尔奖得主John Jumper宣布离开Google DeepMind，加入Anthropic。而在Jumper离职之前，Noam Shazeer也已告别谷歌，转投OpenAI。另一名Google DeepMind研究员Lun Wang则于今年5月离任。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">Thill进一步指出，与领先的前沿AI实验室相比，Gemini产品的推进“节奏偏慢”，但他认为，Gemini不必成为最顶尖的模型，也能为这家科技巨头的增长飞轮“注入强劲动力”。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">Thill解释道“凭借在搜索、云服务和Workspace领域的主导性分发优势(旗下五款应用拥有30亿用户)，以及TPU带来的结构性算力成本优势，具备竞争力的Gemini本身就是成功的Gemini。”\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">Thill补充道“扎实的实地调研持续印证这一判断，我们仍然看好谷歌。类似此次由新闻标题引发的回调只会制造杂音，但底层逻辑并未改变AI业务体系依然稳健，人才储备依旧深厚，当前的轮动属于战术性调整，而非基本面转变。我们预计谷歌股价将从当前水平逐步走高。”\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">最专业的美股资讯,推荐美股大数据 \u003Ca href=\"https:\u002F\u002FStockwe.com\u002F\">https:\u002F\u002FStockwe.com\u002F\u003C\u002Fa>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">如何识别美股市场异常波动？美国机构主力资金买卖情况，出货和吸筹，使用美股投资网VIP会员，2008年成立于美国硅谷，由前纽约证券交易所分析师Ken创立，联合多位摩根斯坦利分析师，谷歌 Meta工程师利用AI和大数据，配合十多年美股实战经验和业内量化模型，建立了一个股市数据库 \u003Ca href=\"https:\u002F\u002FStockWe.com\u002F\">https:\u002F\u002FStockWe.com\u002F\u003C\u002Fa> 每天处理千万级股票数据：捕捉期权大单，实时主力资金流向、机构持仓变化、川普突发新闻，精准交易信号第一时间发到您手机APP！\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp> \u003C\u002Fp>","https:\u002F\u002Fwww.tradesmax.com\u002Fimages\u002Fa_Stock\u002FG\u002FGOOG\u002FGOOG.jpg","2026-06-25T12:39:33","2026.06.25","2026\u002F06\u002F25",53200,[22],"GOOG","Article",0,"免费","success",{"id":9,"fullTitle":10,"subTitle":6,"url":11,"columnId":12,"columnName":13,"columnUrl":14,"summary":6,"contentHtml":15,"mainContentHtml":6,"posterUrl":16,"createDate":17,"displayDate":18,"displayDateSlash":19,"pageviews":20,"tags":28,"hidden":5,"isSubContent":5,"replyDocOrTargetId":6,"contentType":23,"videoId":6,"liveVideoUrl":6,"duration":24,"price":24,"priceText":25,"priceBadgeText":25,"priceBadgeClass":26,"freeForMinGroupLevel":24,"redirectUrl":6,"readyToStream":5},[22],"\u002Fcol\u002Fstocknews",{"visible":5,"marketingHtml":31,"services":32,"recentDocuments":41},"\u003Cfigure 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buy@TradesMax.com 美国电话 626-378-3637","公司介绍","\u003Cp class=\"MsoNormal\">美股大数据 StockWe.com 是一个美国领先的金融和美股信息大数据提供商，紧盯华尔街金融市场和行情，2008年成立于美国硅谷，创始人是前纽约证券交易所资深分析师Ken，联合多位摩根斯坦利分析师，谷歌 Meta工程师利用AI和大数据，配合十多年美股实战经验和业内量化交易模型，每天处理千万级股票数据：挖掘潜力大牛股，捕捉期权异动大单，实时主力资金流向、机构持仓变化、川普突发新闻，精准买卖信号第一时间发到您手机APP。\u003C\u002Fp>","专业美股投资者都在这里",{"loading":78,"search":79,"searchPlaceholder":79,"hotContent":80,"draft":81,"noData":82,"searchNoData":83,"edit":84,"editVideo":85,"courseContent":86,"more":87,"buyNow":88,"subscribeNow":89,"encoding":90,"paidContent":91},"Loading...","搜索","热门内容","草稿","目前没有任何内容公布","当前检索内容没有数据","编辑","编辑视频","课程内容","更多","立即购买后观看","- 立即订阅 -","视频编码中...","付费内容"]