BEGIN:VCALENDAR
VERSION:2.0
PRODID:-//Catalyst Calendar//CN-US Event Research//ZH
CALSCALE:GREGORIAN
METHOD:PUBLISH
X-WR-CALNAME:Catalyst Calendar
X-WR-CALDESC:Market-moving event research, reminders and post-event review.
BEGIN:VEVENT
UID:evt-alphabet-q2-2026-earnings-ai-capex-cloud-guidance@catalyst-calendar.local
DTSTAMP:20260720T200641Z
DTSTART:20260729T200000Z
DTEND:20260729T223000Z
SUMMARY:Alphabet Q2 2026财报与Google Cloud/Gemini AI资本开支窗口
DESCRIPTION:Alphabet Q2财报预计在2026年7月下旬披露。关注Google Cloud增速、Gemini付费用户与API使用、Search AI体验对广告变现影响、AI基础设施资本开支和自由现金流。\\nImpact score: 86\\nExpected: 披露Q2业绩并更新Cloud、Search AI、Gemini订阅、Waymo与AI基础设施投入节奏。\\nAffected: GOOGL(subject\, mixed\, score 88)\; QQQ(etf\, mixed\, score 80)\; NVDA(supplier\, mixed\, score 72)\; MSFT(peer\, mixed\, score 62)\; META(peer\, mixed\, score 58)\\nSources: Alphabet Investor News: https://abc.xyz/investor/news/default.aspx\\nAlphabet investor earnings page: https://abc.xyz/investor/earnings/\\nAlphabet AI infrastructure capital raise: https://abc.xyz/investor/news/news-details/2026/Alphabet-Announces-Upsize-and-Pricing-of-84-75-Billion-Equity-Capital-Raise-to-Expand-AI-Infrastructure--and-Compute-2026-QzN3D9yMAj/default.aspx\\nAlphabet Q1 2026 earnings release: https://s206.q4cdn.com/479360582/files/doc_financials/2026/q1/2026q1-alphabet-earnings-release.pdf\\nInformation only. Not investment advice.
URL:https://0.0.0.0:3000/?event=evt-alphabet-q2-2026-earnings-ai-capex-cloud-guidance
CATEGORIES:earnings\,US\,earnings\,AI_capex\,Google Cloud\,advertising\,Gemini\,AI capex
SEQUENCE:0
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DESCRIPTION:Review catalyst preview: Alphabet Q2 2026财报与Google Cloud/Gemini AI资本开支窗口
END:VALARM
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TRIGGER:PT24H
ACTION:DISPLAY
DESCRIPTION:Complete post-event review: Alphabet Q2 2026财报与Google Cloud/Gemini AI资本开支窗口
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