Ale's World of Stocks 对 $GOOGL 的判断变化

2026-09-22看涨
《"Ban Super-Intelligence" Is a TRAP (Here's Who Actually Wins) 🚨》
GOOGL 的庞大规模带来强大的竞争护城河;凭借现有的企业级与分销杠杆,其可以放慢创新节奏而不必承担高额现金消耗。

如果你看看我最主要的投资资产,你会发现它们通常是 Microsoft、Google 和 Amazon。这些巨头是我已经把大部分资金投入其中的公司。原因是,我觉得它们规模越大,其竞争护城河就越难以攻破、越难以被穿透。

if you look at my most important investment assets, you'll find that they usually tend to be Microsoft, Google, and Amazon. These are the giants in whom I already put most of my money .

The reason is that I feel the bigger they get , the more impregnable and difficult their competitive trenches become to penetrate.

2026-09-06看涨
《Without Buffett, Berkshire is FINALLY Going All-In on AI!》
谷歌是长期持有标的;尽管近期股价上涨且资本支出高,其市盈率相对盈利增长比率仍低于行业平均水平。

正是在谷歌,交易代码为GOOG和GOOGL,伯克希尔注入了超过160亿美元,将其持股比例惊人地提高了650%,特别是针对交易代码GOOGL。

It was in Google, with the trading symbols GOOG and GOOGL, where Berkshire injected more than $16 billion, increasing their stake by a shocking 650%, specifically for the trading symbol GOOGL.

我说这一巨大变动如此令人惊讶的原因是,从历史上看,当沃伦·巴菲特做出所有决定时,伯克希尔确实以将大部分资金投入我所认为的相当乏味、低增长的公司而闻名——当然,这些公司盈利,但增长相当缓慢。

The reason I say this huge move was so surprising is because, you know, historically, when Warren Buffett was making all the decisions, Berkshire was really known for putting most of its money into what I have always considered, you know, rather boring, low-growth companies—profitable, of course, but rather low-growth .