Ceredex 价值顾问在字母表中购买了65.3M的股份,成为第九大股东,收入丰厚,由AI驱动增长。 Ceredex Value Advisors bought a $65.3M stake in Alphabet, making it the ninth-largest shareholder, amid strong earnings and AI-driven growth.

Ceredex 价值顾问有限责任公司获得字母公司6 532万美元的股权,成为公司第九大股东,投资组合权重占1.5%。 Ceredex Value Advisors LLC acquired a $65.32 million stake in Alphabet Inc., becoming the company’s ninth-largest shareholder with a 1.5% portfolio weighting. 其次,Q4收入强劲,EPS为282美元,收入为1 138.3亿美元,比上一年增加18%,股票价格坚挺,接近308美元。 The move follows strong Q4 earnings, with $2.82 EPS and $113.83 billion in revenue, up 18% year-over-year, and a resilient stock price near $308. 字母字母表的云层部分每年增长48%,而CVS Health等伙伴关系的AI平台显示企业的采用率正在扩大。 Alphabet’s cloud segment grew 48% annually, and partnerships like CVS Health’s AI platform signal expanding enterprise adoption. 尽管内部人士在90天内销售总额达1.18亿美元, 以及监管监督, 包括印尼提出的青年平台禁令, 分析师仍维持“Buy”共识, 引用AI投资、强利润和3.7万亿美元的市场上限。 Despite insider selling totaling $118 million in 90 days and regulatory scrutiny, including Indonesia’s proposed youth platform ban, analysts maintain a "Buy" consensus, citing AI investments, strong margins, and a $3.7 trillion market cap.