仅事实
Alphabet公布强劲第三季度业绩，上调资本支出预测
摘要
Alphabet公司第三季度业绩超出预期，得益于广告和云计算的强劲增长，并上调了2025年资本支出预测以支持人工智能基础设施建设。
Alphabet公司，谷歌的母公司，公布了超出分析师预期的第三季度财报，主要受广告和云计算服务需求强劲推动。公司实现收入1023.5亿美元，超过预期，调整后每股收益为3.10美元，高于预期的2.26美元。
云计算部门实现显著增长，收入增长34%至151.6亿美元，受企业对人工智能基础设施需求上升推动，包括Vertex AI和张量处理单元等产品。谷歌的广告收入也大幅增长，攀升12.6%至741.8亿美元，缓解了数字广告市场的担忧。
针对不断扩大的市场机会和人工智能需求增长，Alphabet将2025年资本支出预测上调至910亿至930亿美元，较去年52.5亿美元大幅增加。这是2025年第三次上调资本支出预测，此前分别于2月和7月从750亿美元提升至850亿美元。公司的云业务积压订单也显著扩大，达到1550亿美元。
尽管面临微软、亚马逊及OpenAI新浏览器等竞争对手的挑战，谷歌搜索业务依然稳定，得益于AI概览和AI模式等功能。截至9月，Alphabet员工总数约为19万人。财报发布后，公司股价在盘后交易中上涨了6%。
事实核查
使用外部来源和数据库核实文章的事实。
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Confirmed
Alphabet Inc. reported third-quarter earnings that surpassed analyst expectations, driven by strong demand in advertising and cloud computing services.
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Partly Confirmed
The company posted revenue of $102.35 billion, exceeding forecasts, and adjusted earnings per share of $3.10, compared to the anticipated $2.26.
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Unverified
The cloud division experienced significant growth, with revenue increasing by 34% to $15.16 billion, fueled by rising enterprise demand for AI infrastructure, including offerings like Vertex AI and Tensor Processing Units.
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Unverified
Google's advertising revenue also saw a substantial rise, climbing 12.6% to $74.18 billion, alleviating concerns about the digital ad market.
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Not Confirmed
In response to expanding opportunities and the growing demand for AI, Alphabet raised its 2025 capital expenditure forecast to between $91 and $93 billion, a notable increase from the previous year's $52.5 billion.
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Confirmed
This marks the third capital expenditure hike in 2025, following earlier increases from $75 billion in February to $85 billion in July.
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Unverified
The company's cloud backlog also expanded significantly, reaching $155 billion.
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Unverified