投资观察06-23
谷歌母公司Alphabet今日市值蒸发高达2550亿美元，若此跌势持续至收盘，将创下该公司有史以来最大的单日市值跌幅纪录。
股价重挫近6%，这是自2025年5月以来该股最惨烈的单日下跌。两位人工智能领域的顶尖人才——约翰·詹珀和诺姆·沙泽尔——近期相继宣布离职，分别加盟了Anthropic和OpenAI。D.A. Davidson的科技研究主管吉尔·卢里亚指出，这些关键人物的流失，发生在谷歌于企业和消费者AI市场持续数月落后于Anthropic和ChatGPT之后。
“这不禁让人警醒：他们不仅失去了领先地位，还失去了最顶尖的研究人员。”卢里亚分析道，“这两位显然不差钱的研究者选择离开，恰恰说明他们认为，在OpenAI和Anthropic，比在谷歌的DeepMind，更有可能站到研究的最前沿。”
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