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Biden considering trip to Israel in the coming days, but travel isn't final, according to AP source_我的网站

一 |     WASHINGTON -- President Joe Biden is considering a trip to Israel in the coming days, but nothing has been finalized, a senior administration official said Sunday.A trip would send the strongest message yet that the U.S. is behind Israel following the Oct. 7 attack by Hamas. The administration has already pledged military support, sending U.S. aircraft carriers to the region as well as aid. Officials have said they would ask Congress for upward of $2 billion in aid for both Israel and Ukraine.The official could not publicly discuss internal deliberations about the potential presidential travel and spoke to The Associated Press on condition of anonymity. THIS IS A BREAKING NEWS UPDATE. AP’s earlier story follows below.Egypt's president criticized Israel’s military operation in Gaza in a stern pushback Sunday to the United States as America's top diplomat extended his frenetic travels across the Mideast trying to prevent the war with Hamas from igniting a broader regional conflict.With an Israeli ground offensive looming, U.S. Secretary of State Antony Blinken reaffirmed in some of his strongest language to date that Washington would stand with Israel “today, tomorrow and every day” in a partnership of shared democratic values, but that Israel must take “every possible precaution to avoid harming civilians.” He leveled no direct public criticism of Israel or its bombing campaign that has killed civilians in Gaza.From Cairo, where President Abdel Fattah el-Sissi conveyed his criticism, Blinken went to Jordan and planned to return to Israel on Monday, carrying to Israeli leaders the feedback he received in a rush of meetings with leaders throughout the Arab world.His second visit to Israel in recent days will come amid heightening fears that a looming Israeli move into Gaza could spark a wider war with devastating humanitarian consequences, a growing concern for the Biden administration. And the death toll of U.S. citizens rose to 30, with 13 still missing.Egypt’s state-run media said el-Sissi told Blinken that Israel’s Gaza operation has exceeded “the right of self-defense” and turned into “a collective punishment."Blinken told reporters before leaving Egypt that “Israel has the right, indeed it has the obligation to defend itself against these attacks from Hamas and to try to do what it can to make sure that this never happens again." Mindful of the potential human cost in Gaza, Blinken said "the way that Israel does this matters. It needs to do it in a way that affirms the shared values that we have for human life and human dignity, taking every possible precaution to avoid harming civilians.’’Earlier Sunday, the envoy met with Saudi Crown Prince Mohammed bin Salman in Riyadh, talks that built upon earlier sessions with the leaders of the United Arab Emirates, Bahrain, Qatar, Jordan and the Palestinian Authority. Blinken said that what he heard in every meeting with Arab leaders “was a determination of shared view that we have to do everything possible to make sure this doesn’t spread to other places, a shared view to safeguard innocent lives, a shared view to get assistance to Palestinians in Gaza who need it and we’re working very much on that.”The White House also appointed David Satterfield, a former ambassador to Lebanon and Turkey, to lead U.S. efforts to get humanitarian assistance to “vulnerable people through the Middle East.” Satterfield was expected to arrive in Israel on Monday.From Washington, President Joe Biden’s national security adviser said the U.S. was not “making requests or demands of Israel with respect to its military operations.” Jake Sullivan, making the rounds of the Sunday TV news shows, said the administration was “simply stating our basic principles — the principles upon which this country is based and all democracies, including Israel, are based. It’s what makes us different from the terrorists, that in fact we respect civilian life.”He said the U.S. was not “not interfering in their military planning or trying to give them instructions or requests specific.” Sullivan said the U.S. is conveying the message in public and in private that “all military operations should be conducted consistent with law of war, that civilians should be protected, that civilians should have a real opportunity to get to safety” and have access to food, water, medicine and shelter.Those remarks marked a shift in the U.S. administration's comments in recent days as officials have heard concerns from Arab leaders about the consequences of what a humanitarian catastrophe resulting from an Israeli ground offensive would do not only to Palestinians but also in inflaming public opinions in Arab nations and potentially destabilizing relatively friendly countries.Sullivan also said the U.S. has been unable so far to get American citizens out of Gaza through Egypt’s Rafah crossing with Gaza. “It has been difficult to execute that operation to facilitate their passage out. … It’s a high priority,” acknowledging that “I’m not aware of anyone else being able to get out at this time.” The crossing was closed because of airstrikes early in the war. There are an estimated 500 Americans living in Gaza, but that number is imprecise, officials have said.U.S. officials have said the Arab reaction to Blinken’s message has been generally positive — acknowledging Israel has a right to respond to the Hamas attacks but expressing deep concern about the humanitarian situation in Gaza and unable to stay silent about the Palestinian civilian casualties that result. The Arab leaders have also said the current situation cannot be resolved without an Israeli-Palestinian peace deal that gives the Palestinians an independent state.Blinken made clear in Egypt that the U.S. will not waver in supporting Israel, saying, "We will stand with it today, tomorrow and every day and we’re doing that in word and also in deed.’’In his roughly hourlong meeting with Prince Mohammed at the de facto Saudi leader’s private farm outside Riyadh, Blinken “highlighted the United States’ unwavering focus on halting terrorist attacks by Hamas, securing the release of all hostages, and preventing the conflict from spreading,” the State Department said.“The two affirmed their shared commitment to protecting civilians and to advancing stability across the Middle East and beyond,” according to a department statement.The Saudi description of the meeting focused primarily on Palestinian civilians, echoing the sentiments that the other Arab leaders with whom Blinken has met. It said Saudi Arabia would object to the targeting of “civilians in any way or disrupt(ing) infrastructure and vital interests that affect their daily lives.”The prince “stressed the need to work to discuss ways to stop the military operations that claimed the lives of innocent people,“ the Saudi Press Agency said in a report about the meeting.___Associated Press writers Sam Magdy in Cairo, Colleen Long in Washington and Michelle L. Price in New York contributed to this report.。    谷歌CEO桑达尔·皮查伊。

二 | 图片由AI生成          文丨苏扬          编辑丨徐青阳          美国当地时间7月22日，谷歌母公司Alphabet发布了截至6月30日的2026年第二季度财报。当季总营收达1197.96亿美元，同比增长24%；在巨额股权投资收益大幅增值的拉动下，净利润一举飙升至1121.07亿美元，摊薄后每股收益达9.11美元。         Alphabet主要财务数据          然而，强劲的财务数据并未在资本市场引发狂欢。财报发布后，Alphabet股价在盘后交易中一度跌超4%。         市场态度的冷淡，揭示了投资者在面对庞大账面利润时更深层的担忧：在AI战争胶着、资本开支疯狂翻倍的背景下，谷歌强劲的云业务与搜索基本盘，能否支撑起AI基建吞金的胃口？          01 业务拆解：云业务暴涨82%，搜索与广告盘口稳固          Alphabet业务拆解财务数据          从具体业务板块来看，本季度Alphabet的核心业务呈现出“云业务陡峭拉升、搜索与广告稳健支撑”的格局。

三 |          作为AI工具与企业级服务主要承载平台的谷歌云表现最为亮眼。谷歌云当季营收达到247.68亿美元，同比大幅增长82%，远超市场预期。

四 | 这一突破主要受谷歌云平台（GCP）在企业级AI基础设施与AI解决方案领域的强劲需求驱动。

五 |          随着规模效应释放，谷歌云部门的营业利润从去年同期的28.26亿美元拉升至88.14亿美元，营业利润率从20.7%提升至35.6%。

六 |          据了解，在Gemini Enterprise等商业化方案渗透率提升的推动下，目前近90%的《财富》100强企业均在使用其产品，这也让谷歌云在手积压订单规模从一季度的4600亿美元攀升至5140亿美元。         作为集团现金流来源的“谷歌服务”部门，本季度整体实现营收945.40亿美元，同比增长15%，实现营业利润395.44亿美元。         “谷歌服务”细分业务中，旗舰搜索业务实现营收632.71亿美元，同比增长17%，主要来自AI Overviews与全新“AI Mode”功能融合带来的搜索查询量增长，目前AI Overviews的月活用户已超过25亿。         YouTube广告营收在2026年FIFA美加墨世界杯等全球赛事的带动下，实现了13%的增长，达到110.55亿美元，期间有超过17亿独立用户在YouTube上观看世界杯相关内容。

七 |          包含硬件与订阅在内的“订阅、平台与硬件”业务营收达129.11亿美元，同比增长15%。传统联盟网络广告业务微幅下滑0.7%至73.03亿美元，反映出广告主预算向搜索端和短视频端的集中。本季度总流量获取成本（TAC）为161.79亿美元，占广告收入的比重保持稳定，显示出谷歌在渠道买量上的控制力。

八 |          在前沿项目与集团层面，包含Waymo自动驾驶在内的“前沿项目”（Other Bets）二季度实现营收3.82亿美元，营业亏损从去年同期的12.46亿美元扩大至 17.99亿美元，主要是自动驾驶在多城市加速商业化落地带来的前期投入增长。         此外，反映集团共享AI基础研发与前沿模型开发成本的“集团级活动”营业亏损达到了57.89亿美元，较去年同期的33.72亿美元扩大了71.7%，显示出大模型研发费用的消耗速度。

九 |          02 980亿“其他收益”的账面富贵          本季财报中最引人注目的数据，莫过于高达1121.07亿美元的归母净利润。         拆解利润构成可以发现，这主要归功于一条容易被忽视的会计明细：Alphabet的“其他收益”在本季度达到了979.83亿美元，而去年同期这一数字仅为26.62亿美元。财报明确标注，该笔巨额收益主要来自Alphabet持有的股权证券未实现收益，即尚未变现的账面浮盈。

十 |          这笔收益背后，是Alphabet此前对几家科技公司的早期押注。

十一 |          Alphabet早在2015年就通过投资获得了SpaceX约7%的股份，伴随SpaceX于6月完成IPO，其估值飙升给Alphabet带来了约133倍的账面回报。         同时，Alphabet持有AI独角兽Anthropic约14%的股份，后者在5月融资后估值已接近1万亿美元。此外，Alphabet持股的Databricks估值也在7月份的融资中达到了1880亿美元。

十二 |          虽然这笔近千亿美元的浮盈拉高了当季净利润，但由于其属于非经营性且未变现的账面数字，资本市场并未将其视为公司核心业务经营能力的提升。

十三 |          03 隐忧与风险：资本开支狂飙与自由现金流承压          在云业务与投资收益之外，投资者在财报发布后选择卖出，核心在于对公司资本开支与自由现金流状况的顾虑。         为了在AI基础设施竞争中保持产能，谷歌二季度资本支出达449亿美元，较去年同期的225亿美元直接翻倍。更让市场担忧的是，谷歌将2026年全年资本支出预期区间由上一季度的1800亿至1900亿美元，上调至1950亿至2050亿美元。

十四 |          随着资金砸向数据中心与GPU采购，公司第二季度的自由现金流已正式转负。

十五 |          为了支撑资本开支，谷歌在二季度展开了频繁的融资动作，包括通过发行股票及可转换优先股获得了496亿美元净收益，签署了最高可达400亿美元的ATM股票发行协议，并发行了203亿美元的高级无担保债券。         但在投入增加的同时，谷歌在核心大模型的研发攻坚上遇到了一定困难。

十六 | 原定推出的新一代旗舰模型Gemini 3.5 Pro因未达内部预期而推迟发布，本周仅推出了三款轻量级模型。         在Anthropic推出Mythos 5、OpenAI官宣GPT-5.6的竞争格局下，谷歌主模型已多月未更新，加之6月份两位核心研究员跳槽至 Anthropic，也引发了外部对其技术迭代节奏与人才团队稳定的关注。         Alphabet的二季度财报折射出公司在AI转型期面临的现实：传统的搜索与广告业务基本盘依然稳固，云业务在AI需求的驱动下实现了82%的增长，早期的科技投资也带来了上千亿美元的账面回报；但另一方面，AI基建极高的资金门槛挤压了自由现金流，庞大的资本开支迫使公司需要通过债券和股权市场密集筹资。

十七 |          对于资本市场与投资者而言，后续观察Alphabet的关键，在于其每年2000亿美元级别的硬件基础设施投入，能否尽快推动谷歌在下一代旗舰模型上实现技术突破，并转化为可落地的商业化产出。         特约编译无忌对本文亦有贡献。

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