Alphabet shares fell 13% to $281.37 in New York morning trading, erasing $511 billion in market value — the company's record single-day loss — after Q3 revenue excluding partner payouts came in at $111.2 billion, below estimates, with search and other ad revenue also missing forecasts at its slowest growth in five quarters. JPMorgan analysts including Doug Anmuth wrote that the results show how little room hyperscalers pouring hundreds of billions into AI infrastructure have when the core business disappoints, amid investor concerns that AI threatens Google's core business. The brief also covers an Apple executive's response to the new iPad mini's 60Hz display and Li Auto offering MEGA buyers refunds plus matching compensation over battery issues.
谷歌市值创纪录蒸发 5000 亿美元 AI 侵蚀营收 Alphabet Inc 股价一度下跌逾 13%，市值蒸发逾 5000 亿美元，单日市值缩水规模创公司纪录。此前公司公布的搜索和广告业务营收令人失望，加剧了投资者对人工智能（AI）威胁其核心业务的担忧。 这家谷歌母公司公布，第三季度不含合作伙伴分成的营收为 1112 亿美元，低于分析师预测。搜索及其他渠道…
谷歌单日蒸发5000亿美元创纪录，投资者怕AI抢走搜索生意